IBM Sustainability SW Asset Management Course

course overview

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This 1-day instructor led course provides an understanding of the basic Inventory Applications that enable you to create items that will be ordered through various vendors. You also learn how to setup units of measure that determine quantities that are ordered and issued. Through a combination of procedural information, demonstrations, and exercises, you learn about topics such as what rotating and non-rotating items are and their differences and setting up condition enabled items.


Consultants, System Administrators, Support, Sales, and Users

Skills Gained

After completing this course, you should be able to:

  • Set up and manage items and assets
  • Use the Inventory application and related applications in the Maximo Application Suite
  • Use many available options for inventory usage
  • Reorder items and assets manually and automatically


Module 1: Introduction to Inventory Management Set up and manage items and assets

  • Use the Inventory application and related applications
  • Configure Inventory Options
  • Perform Reordering

Module 2: Item and Asset Setup

  • Rotating and Non-Rotating Items
  • Inventory Definitions and Concepts
  • Items and Item Sets
  • Item Master
  • Specifications
  • Item Assembly Structures

Module 3: Item Setup

  • Non-Rotating Item Setup
  • Rotating Item Setup
  • Inventory Options

Student Exercises: Lab 1: Create Item Records

Module 4: Asset Setup

  • Walkthrough of Asset Application
  • Related Modules and Applications
  • Associating People/Users
  • Asset Status
  • GL Accounts and Priority

Module 5: Inventory Overview and Options

  • Overview of Inventory
  • Organization Option Details
  • Inventory Costing Methods

Module 6: Inventory Application

  • Condition Codes
  • Consignment Items
  • Inventory Reservations
  • Inventory Balances
  • Cycle Counting

Student Exercises: Lab 2: Condition Codes

Module 7: Inventory Actions

  • Common Actions – Change Status
  • More Actions – View Item Availability
  • Inventory Adjustments

Student Exercises: Lab 3: Create Items and Kits

Module 8: Inventory Usage Application

  • Issues, Transfers and Returns
  • Staging and Shipping

Module 9: Inventory Reorder Process

  • Process Overview
  • Reorder Parameter
  • Reorder Reports
  • Parameter Calculation
  • Demonstration: Inventory Management

Student Exercises: Lab 4: Inventory Management

Optional Student Exercises: Lab 5: LIFO and FIFO

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Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

All $ prices are in USD unless it’s a NZ or AU date

SPVC = Self Paced Virtual Class

LVC = Live Virtual Class

Please Note: All courses are availaible as Live Virtual Classes

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Our clients have included prestigious national organisations such as Oxford University Press, multi-national private corporations such as JP Morgan and HSBC, as well as public sector institutions such as the Department of Defence and the Department of Health.