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EZMaxMobileMaterial Requisitions
The Current ProcessYou - Placing an order• Hand write material order on paper
“Material Order Form”
• Hand deliver form to FM Procurement Group
OR• Type in electronic form on SharePoint
site, email to FM Procurement Group
• Email to FM Procurement Group
The Current ProcessProcurement Group - Purchasing
• Go through paper forms
• Interpret hand writing
• Split order by vendor, if needed
• Research catalog numbers in eShop or on web sites
• File paper requests after order placement & receiving
Didn’t I order this several
times before?
The Current ProcessReceiving the Materials• For folks who don’t regularly go to
HSB, many phone calls are made when packages arrive so the trades know when to pick them up.
• Currently, no receiving status information is on your Maximo (EZMaxMobile) work order list.
Did the materials come in for these yet?
EZMaxMobile WO List
Why Change It?• Charrette Team – November 2013• Procurement Streamlining Project – GOALS:
1. Reduce the number of systems used2. Reduce the number of steps for any task3. The current “Paper” system takes a lot of time, and
information is tracked in too many different places4. Benefits of going electronic and keeping everything in one
system• Transparency
• Communication• Reporting
Advantages for YouEasier to submit the request• A button to create a new requisition
will be right on your work order• The WO # and Description will
automatically fill in on the form• Can start filling out a requisition, save
it, then go back in later to complete it and “Submit” to FM Procurement.
• Don’t need to hand-deliver a paper form – place your order from wherever you are in WiFi
• Can request materials from multiple vendors on one order
This button will be available on
your WO:
Easily Attach Photos
Tap on the “Attachments”
button to attach a photo to a line
Use the camera button to take or
select a photo
Shows that a photo is attached
The FM Procurement Group will see the photo attachment
when they open the Material Requisition
Advantages for You• Items ordered on a WO with an
asset # will build a “Spare Parts” list for that asset, making it easier every time orders are placed on a WO for that Asset.
Asset #
Advantages for YouYou can see your orders & receiving status• Status will be displayed right on your mobile device• Not as many phone calls or stopping in to ask about your order
All of your saved and submitted requisitions can
be viewed at any time.
See the status of receiving right on
your WO list.
New Receiving Label• All orders will be received
against the Maximo PO in Maximo
• A label will then be printed and affixed to the box
• The label will show exactly which items were received, and whether the receipts are COMPLETE or PARTIAL
Requisition Line Types
“Item”(In a Pick List)
Item #s represent records that are in Maximo in an
“Item Master” list for repeat ordering.
On the material requisition, they are selected from the
Item Master List or from the Spare Parts list (unique to
an asset).
“Material”(You type it in)
If what you need is not in the Item Master List, you can type a description of
what you need as a “Material” Line Type on the material requisition.
“Service”(You type it in)
If you need a service rather than a material, you can type a description of
the service being requested.
(example: septic pumping)
2 most commonly used
Line Types: Creating a Requisition
As items or materials are added…
Requisition Line Items Populate. Line Type: Item
Line Type: Material(no item #)
Advantages for Procurement Group• No more sorting through papers & filing• Don’t have to decipher hand writing• Orders submitted can’t get lost
• Can more efficiently place your orders• All of the buyers can see all of the
submitted orders, and can cover for each other
• Can split orders by vendor
• When available, the catalog # will populate on their screen automatically, so they can place the order quickly and easily in eShop
ESHOP
Planning, Development & Testing• Project Team members:
• Debi Geiger, Randy West, Dean Goble, Erin Sill, Lori Lewis (FSIT)
• Tradespeople involved in testing:• Wayne Finton, Matt Everhart, Del Armstrong, Anthony Scarofile
• Over 1 year of planning and development, testing of EZMaxMobile AND Maximo screens, applications, and queries.
• We intend to strive for continuous improvement, and new ideas are always welcome.
Upcoming Trainings• EZMaxMobile Trainings are scheduled for:
• Thursday, June 25 from 9:30 – 11:00 in G10 Biotech• Tuesday, June 30 from 9:30 – 11:00 in G10 Biotech
• Your supervisor will let you know which session to attend• Maximo laptop user trainings – June 23, 24, 25, 29• You will receive:
• A presentation demonstrating step-by-steps to create and submit a material requisition in EZMaxMobile
• Documentation with step-by-step instructions• Information on who to call or where to go for help/support
Go Live Date
Monday, July 6, 2015