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IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

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Page 1: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

EAM Consultant:D u a n e A r i t o n a n g@ A r t D u a n e

Page 2: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia
Page 3: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

Given the MAXIMO 7.5 platform, the user must demonstrate the ability and knowledge to identify the various applications within the Purchasing module and to recognize the different types of purchasing instruments.

Users must also be able to determine the proper manner to account for receipts of goods and services according to approved business processes.

This TALIAN training introduces a new user to the powerful features available in Maximo and provides a thorough understanding of the Supply Chain functions based on best business practices that meet the needs of a broad range of industries.

Page 4: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

The MAXIMO 7.5 applications track the natural progression of the Purchasing process following the flow of an order from:

- It's initial request point (the Purchase Requisition),

- Submission for bid (the Request for Quotation),

- Construction and submission of a formal purchase contract to the vendor (Purchase Order, Companies, Company Master and Terms and Conditions),

- Receipt of Materials and Services from the Vendor (Receiving) and finally payment processing for receipts (Invoices).

Page 5: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

Specifically, this training covers overviews, processes and specific exercise associated with the following topics:

Definition of Companies (Vendors / Suppliers/ Manufacturers)

Processing of Purchase Requisitions

Processing of Requests for Quotations

Processing of Purchase Orders

Receiving Material / Items / Services

Processing of Invoices

Terms and Conditions

Page 6: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

Obtaining the materials and services required to complete work is an important part of the maintenance and engineering processes.

As inventory balances begin to decline in the storerooms, balances will need to be replenished.

The Purchasing to Work Order process dictates that both existing database items (those that are already entered in MAXIMO) and those items and services that have not been previously registered will require procurement, and that those transactions must be properly recorded to account for such expenses.

Upon receipt of the ordered items, MAXIMO will:

1. Expense the cost of the goods and services to the correct Work Order or other charge account, or

2. Increase the dollar balance of the Inventory Storeroom into which it was received.

Page 7: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

The Maximo Procurement Management training workshop covers the following areas:

1. Integration between Purchasing and Inventory (reorder)

2. Maximo Screens and Navigation

3. Module / Application Overview

4. Searching and Querying

5. Creating Purchase Requisitions

6. Creating RFQs

7. Creating Purchase Orders

8. Receiving Materials or Services

9. Adding Vendors / Companies / Manufactures

10.Case-Study

Page 8: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

The Maximo Procurement Management training workshop covers the following eight applications and functionality:

1. Purchase Requisitions

2. Request for Quotation

3. Purchase Orders

4. Receiving

5. Invoices

6. Companies

7. Company Master

8. Terms and Conditions

Page 9: IBM Maximo Asset Management Training - Procurement for Chang Shin Indonesia

EAM Consultant:D u a n e A r i t o n a n g@ A r t D u a n e