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Overview

This course provides students with an understanding of how purchasing and contracts are managed in MAS Manage including the overall Procurement process and lifecycle, creation of Purchase Orders, Purchase Requests, Invoices, RFQs and contracts. Students will learn about Purchasing and Contracts Applications that enable items to be ordered from vendors, and Purchase Order creation and Invoice Reversal. There is also hands-on lab exercises using a Red Hat OpenShift MAS Manage environment.

Audience

Consultants, System Administrators, Support, Sales, and Users

Skills Gained

After completing this course, you should be able to:

Describe the Purchasing and Contracts capabilities in Maximo Manage
Create Company Master and Company records
Set up the Purchasing options and configuration
Create Contracts in Maximo Manage
Create Purchase Requisitions and Purchase Orders
Describe the Purchasing process and applications
Create Invoices
Perform the Purchasing and receiving process

Outline

Module 1: Introduction to Purchasing

Course Objectives
Purchasing Process Overview
Purchasing Lifecycle
Company records
PR and PO Status
PR and PO Lines
Contract Overview

Module 2: Contracts

Master Contracts
Purchase Contracts
Price agreements
Lease Rental Contracts
Warranty Contracts
Labor Contracts

Demonstration: Contracts

Student Exercises: Lab 1 Contracts

Module 3: Requisitioning

Purchasing Process
Desktop Requisitions
Purchase Requisitions
PR Types
PR Status
Purchase Orders
PO Status
Prorating Services
Request for Quotations

Student Exercises: Labs 2 and 3 Requisitioning and Purchase Orders

Module 4: Receiving

Receiving Materials and Services
Receipt Types
Line Status
Returning Items
Shipments
Shipment Process

Student Exercises: Lab 4 Receiving

Module 5: Invoicing

Invoicing Overview
Invoice Lines
Invoice Types
Invoice Status
Invoice Matching
Invoice Variance
Invoice Reversal
Staged Invoice Reversal
Centralized Invoicing
Automatic Processing of Service Receipts
Invoice Transaction

Module 6: Purchasing Options

Purchase Options Overview
PO Options
Contract Options
Tax Options
PO Labor Options
Invoice Options

Demonstration: Purchasing Process

Student Exercises: Lab 5 - Invoicing

Talk to an expert

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

Maximo Application Suite - Manage: Purchasing and Contracts MAX4325G

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