Maximo Application Suite - Manage: Purchasing and Contracts MAX4325G

Consultants, System Administrators, Support, Sales, and Users

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

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