What's New in Maximo Asset Management, Version IBM Corporation

Transcription

1 What's New in Maximo Asset Management, Version 7.5

2 Overview 2 Draft 7

3 Maximo 7.5 Technical Platform Developed on current R7.1 Architecture: J2EE based Enterprise Application Web Application Interface for users to access Maximo applications via Browser Fully configurable from presentation content to the business logic Configurable Authentication (Database based or LDAP based) Integration mechanisms via Web Services, JMS, HTTP, EJB, XML files, Flat files and Interface tables in database Built-in reporting using BIRT/Cognos/TCR and support for integration with customer s s reporting systems Supported Application Servers IBM WebSphere Server Oracle WebLogic Server Supported Database Platforms DB2 Oracle SQL Server Back to Index 3 Draft 7

4 What s New can be split into: Usability Enhancements Application Enhancements System Admin and Interface Enhancements 4

5 In more detail: Usability Enhancements User Interface Enhancements Performance Improvements Planned Platform Updates Reporting Application Enhancements Detailed Functional Improvements System Admin and Interface Enhancements Migration Manager Enhancements Scripting (new) Web Service Interactions 5

6 Usability Enhancements Updated Look and Feel Improved Table window refresh behavior Improved List Page behavior Enabled heads down data entry (asynchronous validation) Browser zoom enabled, users can zoom in (ctrl+) or zoom out (ctrl-) of application screens Faster date/time look up (new calendar control) Rich-text editor (can format text the way they want to see it)

7 Application Enhancements Asset Work Materials Management Management Management Purchasing Contract Management Service Management Locations Repair Facilities Asset Asset Templates Failure Codes Linear Assets Visual Control Condition Monitoring Meters Meter Groups Job Plans Revisioning Routes Service Requests Work Order Tracking Assignment Tab Hard/Soft Reservations Repair Facilities Safety Quick Reporting Labor/Crafts Tools Preventive Maintenance PM Forecasting Master PM Assignment Manager Item Master Storerooms Inventory Inventory Usage LIFO/FIFO Costing Consignment Transfer via Shipment Default Costing Condition Codes Stocked Tools Service Items Request for Quotation Receiving Receiving Inspections Shipment Receiving Purchase Requisitions Invoices Invoice Reversals Purchase Orders Revisioning Receipt Tolerance Desktop Requisitions Purchase Contracts Master Contracts Warranty Contracts t Lease/Rental Contracts Labor Rate Contracts Premium Pay Rates Payment Schedules New or enhanced applications are shown in white text Service Groups SLA Management Change Management Incidents Problems Changes Releases Solutions 7

8 System Admin and Interface Enhancements Web Service Interactions A Maximo User Interface to provide users with an easier way to communicate between different software applications. Provided in addition to the Maximo Integration Framework. Automation Scripting An added ability to rapidly extend Maximo applications Migration Manger - Improved usability of the Migration Manager application 8

9 Usability Enhancements

10 What s New for Usability Enhancements? Overview Updated Look and Feel Improved Table window refresh behavior Improved List Page behavior Enabled heads down data entry y( (asynchronous validation) Browser zoom enabled, users can zoom in (ctrl+) or zoom out (ctrl-) of application screens Faster date/time look up (new calendar control) Rich-text c t editor edto (can format text t the way they want to see it) 10 Draft 7

11 Updated Look and Feel What s New? New skin and new logos! 11 Draft 7

12 Table Window What s New? Improved Table window refresh behavior When I save, focus remains on the last table row that was edited 12 Draft IBM Corporation

13 List page What s New? Improved List Page window refresh behavior When I save a record and go back to the List, the result set is still in the state I left it until I hit refresh. Records that have been touched are Italicized to indicate they have changed 13 Draft IBM Corporation

14 Heads down data entry (Asynchronous Validation) What s New? Enabled heads down data entry (asynchronous validation) Errors requires a change Warning requires change or accept Question requires user feedback Smartfill requires user feedback 14 Draft 7 I can enter data at my own pace, and address errors and warnings when I want to 2010 IBM Corporation

15 Browser Zoom Enabled What s New? Users can zoom in (ctrl+) or zoom out (ctrl-) of application screens (or ctrl 0 to return to standard d view. 15 Draft IBM Corporation

16 Faster Date Time Look Up What s New? Faster date/time look up (new calendar control) 16 Draft IBM Corporation

17 Rich-text editor. What s New? Rich-text editor (can format text the way they want to see it) in Long Descriptions, Communication Templates and Displays in BIRT reports Flexible Fonts Bold, Italics, Underline, etc. Character Sizes Bullets Colors and Highlighting URL links Supports copy/paste from Word, etc. 17 Draft IBM Corporation

18 Rich-text editor - Displays in reports Enabled Rich Text Formats to display in BIRT Reports 18 Draft IBM Corporation

19 Application Export/Import What s New? Application Export/Import can be configured through the UI. User can export a result set of records, make a series of quick changes within excel, xml, etc. and then import back to Maximo (bulk maintenance or loading small sets of new records) 19 Draft IBM Corporation

20 Application Export/Import Screen Shot Example Export/Import p toolbar buttons Added through Object structures Controlled through Security Imported data is validated through business logic Able to run in Preview mode 20 Draft IBM Corporation

21 Accomplish your work while you stay in the product Information content improvements made to complex areas of product Included links to relevant topics for more information 21 Draft IBM Corporation

22 Search with highlighting 22 Draft IBM Corporation

23 Maximo 7.5 Planned Platform Updates Updated: Operating Systems AIX 7.1 RHEL 6 Database DB2 9.7 DB2 9.8 Application Servers Websphere Server 7 Weblogic Server 10.3 LDAP Tivoli Directory Server 6.3 Windows Server AD 2008 R2 Deprecated: Operating Systems AIX 5.3 RHEL 3 RHEL 4 SLES 9 All Linux 32 bits flavors Database DB2 8.2 DB2 9.1 Application Servers WebSphere Draft IBM Corporation

24 Maximo 7.5 Application Enhancements 2010 IBM Corporation

25 What's New in Maximo Asset Management, Version 7.5 Application Enhancements Assets Chart of Accounts Database Configuration Inventory Inventory Usage (New) Invoices Item Master Job Plans Labour Rate Contracts Organizations People Preventive Maintenance Purchase Orders Purchase Requisitions Receiving Request for Quotations Shipping Work Order Tracking Linear Assets (Add-on Option) 25 Draft IBM Corporation

26 What s New in Assets? Overview In Assets, you can view outstanding work and Ticket information on a separate tab. Pressing the View Detail button gives more information. 26 Draft IBM Corporation

27 What s New in Inventory? Overview You can create hard reservations or soft reservations of inventory items and tools, based on the importance of the inventory requirement. In View/Edit Consignment Details, you can specify consignment items in inventory stock and enter consignment vendor details for inventory items and tools. You can also specify that an invoice is created when consignment items are consumed. You can apply last-in-first-out (LIFO) and first-in-first-out (FIFO) costing methods to inventory records. 27 Draft 7

28 Inventory -Hard and Soft Reservations s What s New? You can create hard reservations or soft reservations of inventory items and tools, based on the importance of the inventory requirement. Note: A hard reservation is a request for materials that is defined by the need for an item within a specific timeframe. Note: A soft reservation is a request for materials that is not subject to a timeframe. You can create a soft reservation to ensure that the item or tool is available for issue at any time that t it is needed. d 28 Draft 7

29 Inventory - Hard and Soft Reservations Screen Shot Example When creating a material reservation on a work order you can define it as HARD or SOFT or AUTOMATIC AUTOMATIC reservations will make the required date Mandatory. The Reservation created will be APHARD or APSOFT depending on the Date entered. 29 Draft 7

30 Inventory - Hard and Soft Reservations - Screen Shot Example This item has two Hard Reservations (HARD) (one with and one without a required date. Where no date is specified, the required date defaults to the target start date of the work order) This item has a Soft Reservation (APSOFT) create by an Automatic Reservation with a Required Date that is set one year ahead which moves it outside a preset timeframe) 30 Draft 7

31 Inventory - Improvements to Consignment Functionality What s New? In View/Edit Consignment Details, you can specify consignment items in inventory stock and enter consignment vendor details for inventory items and tools. You can also specify that an invoice is created when consignment items are consumed.. Note: The consignment items are located in a local storeroom, and are considered part of the consignment inventory. Consignment items are owned by external vendors. You can keep consignment items in your storeroom, and pay for those types of items when you use them. This functionality allows you to create an invoice for the consignment items you have consumed 31 Draft 7

32 Inventory - Consignment Details Screen Shot Example Invoices for consignment items are generated in one of three ways: By Consumption - Automatically when the item is consumed from the storeroom. By Frequency Using a Cron task to generate the invoice Manually - You generate an invoice manually. 32 Draft 7

33 Inventory - LIFO and FIFO Inventory Costing Methods What s New? You can apply last-in-first-out (LIFO) and first-in-first-out (FIFO) costing methods to inventory records. 33 Draft 7

34 Inventory - LIFO and FIFO Inventory Costing Methods Note: LIFO and FIFO costing is more precise than other costing methods. You can monitor the value of your inventory stock based on actual receipt costs. The costing method that you apply is used whenever an inventory transaction occurs. Last-in-first-out costing (LIFO) uses the receipt cost of items that are the newest in stock. First-in-first-out costing (FIFO) uses the receipt cost of items that are the oldest in stock. Benefit Examples: Prices generally rise over time because of inflation. As a result, the older inventory items in stock can decrease in value. Under the FIFO costing method, as the older and cheaper goods are sold, the newer and more expensive goods remain as assets to the company. A company that uses the LIFO costing method sells the most expensive (newest) inventory stock first. As profits are decreased, the company benefits from a lower rate of tax. 34 Draft 7

35 Inventory - LIFO and FIFO Inventory Costing Methods Screen Shot Example Setting Cost Methods at Site Level 35 Draft 7

36 Inventory - LIFO and FIFO Inventory Costing Methods Screen Shot Example Each item in stock can be issued using a different costing method if required. 36 Draft 7

37 Inventory - Inventory Usage (New application) What s New? The Inventory Usage application replaces the Issues and Transfers application. You can create inventory usage records to track the issue, transfer, and return of inventory items within and across organizations. You can monitor the balances of inventory items and tools in storerooms and bins. You can transfer inventory items or tools between storerooms within an organization by creating shipment records. 37 Draft 7

38 Inventory Usage (New application) Screen Shot Example Offers greater functionality including Staging and Shipping 38 Draft 7

39 What s asnew in Invoices? oces Overview You can create an invoice i with purchase order sites that t are different from the site from which the invoice is generated. The invoice must be associated with the same organization as the purchase order sites. Consignment payment invoices can be generated, either manually or automatically, for financial transactions that occur when consignment items are consumed from a storeroom. When an original invoice contains errors, such as unit cost mistakes, you can replace the original invoice by reversing it. The replacement for the original invoice contains the updated information. You can view lines for services or items received that are not invoiced, and view lines that are invoiced. You can add lines to an invoice for services or items received that are not invoiced. The Default Table Data area is added to the Invoice Lines tab. If you have records that are associated with invoices, such as purchase orders, contracts, and requests for quotations, you can view these records. The View Related Records option provides you with a comprehensive look at all of the data that is related to invoices. 39 Draft 7

40 Invoice lines from other Sites What s New? You can create an invoice with purchase order sites that are different from the site from which the invoice is generated. The invoice must be associated with the same organization as the purchase order sites. 40 Draft 7

41 Consignment Invoices What s New? Consignment payment invoices can be generated, either manually or automatically, for financial transactions that occur when consignment items are consumed from a storeroom. 41 Draft 7

42 Reverse Invoices What s New? When an original i invoice i contains errors, such as unit cost mistakes, you can replace the original invoice by reversing it. The replacement for the original invoice contains the updated information. 42 Draft 7

43 Reverse Invoices Screen Shot Example This function creates a new Reversal Invoice using the details from the original i invoice i 43 Draft 7

44 Reverse Invoices Screen Shot Example The new invoice is of type REVINVOICE and contains minus values in the Invoice Lines 44 Draft 7

45 Reverse Invoices Screen Shot Example Original Invoice references new Invoice and is set at a status of REVERSED 45 Draft 7

46 Viewing non invoiced lines option What s New? You can view lines for services or items received that t are not invoiced, i and view lines that t are invoiced. You can add lines to an invoice for services or items received that are not invoiced. 46 Draft 7

47 Default Table Data What s New? The Default Table Data area is added d to the Invoice Lines tab. 47 Draft 7

48 Viewing related records for Invoices What s New? If you have records that are associated with invoices, such as purchase orders, contracts, and requests for quotations, you can view these records. The View Related Records option provides you with a comprehensive look at all of the data that is related to invoices. 48 Draft 7

49 What s New in Item Master? Overview You can specify the issue cost type that is associated with an item when you add items to a storeroom, such as LIFO and FIFO cost types. You can specify the stock category for an item, to identify stocked items, non-stocked items, and special order items. You can specify that selected items are part of the consignment inventory, and that they are paid for when they are consumed. You can specify the percentage of items that can be received over the amount ordered in the initial agreement. You can specify items as tax-exempt. 49 Draft 7

50 Adding Items and defining Cost Type as LIFO or FIFO What s New? You can specify the issue cost type that is associated with an item when you add items to a storeroom, such as LIFO and FIFO cost types. 50 Draft 7

51 Defining Stock Type when adding Items What s New? You can specify the stock category for an item, to identify stocked items, non-stocked items, and special order items. Note: This functionality was part of adding an item to a storeroom in Maximo 7.1 The Stock Category field had been removed from the Add Items to Storeroom screen and is now in the Item Organization Detail screen. Stock Type is therefore a true representation of stock category. 51 Draft 7

52 Making an Item part of a Consignment. What s New? You can specify that selected items are part of the consignment inventory, and that they are paid for when they are consumed. When Adding Items to a Storeroom you can make the items part of a consignment and add consignment details 52 Draft 7

53 Receipt Tolerance What s New? You can specify the percentage of items that can be received over the amount ordered in the initial agreement. A receipt tolerance sets a limit for the quantity or the amount that can be invoiced for a service line item or a standard service line item. 53 Draft 7

54 Receipt Tolerance Screen Shot Example When creating a Purchase Order, the Receipts Tolerance is shown at the bottom of the PO Lines detail. PO Line Receipt Detail 54 Draft 7 The tolerance percentage is converted into a tolerance quantity and amount on the po line,

55 Receipt Tolerance Screen Shot Example When Receiving an ordered item, if the quantity or the amount of the line item received exceeds the receipt tolerance set for that item, a warning is received instructing you to accept the upper tolerance quantity or cancel and return to enter the ordered amount. 55 Draft 7

56 Tax Exempt Items What s New? You can specify items as tax-exempt. Clicking this box will make the item tax exempt at Organization and Vendor Level. 56 Draft 7

57 What s New in Job Plans? Overview You can track owner groups by specifying assigned owner groups in job plan records. The person or person group who will be responsible for the work order created with this job plan 57 Draft 7

58 What s asnew in Contracts? acs Overview You can view and specify premium pay rate codes in labour rate contracts records. This new table shows the related pay codes 58 Draft 7

59 What s New in Organizations? Overview part 1 Multiple Shipping Addresses Multiple Tax codes to a work order record to facilitate tax calculation. Specify the default stock category that applies to item records. The Allow Receipts and Invoices option is added to PO Options. The Allow Cost and Tax Adjustments option is added to PO Options. In Purchasing Options > Tax Options, you can specify the order in which tax codes are used. In Purchasing Options > Invoice Options,,you can specify whether you want the financial period validated each time that an invoice is saved. In Purchasing Options > Invoice Options, you can specify whether you want the G/L Posting Date field to be updated with the date in the Invoice Date field. In Purchasing Options > Invoice Options, for consignment types of invoices, i you can specify the maximum number of lines that can be included on the invoice for a specific vendor. 59 Draft 7

60 What s New in Organizations? Overview part 2 In Inventory Options, Transfer Options are added. You can specify whether shipment records or purchase orders are required for transferring inventory items. In Inventory Defaults, you can choose to automatically create usage documents for new reservations. In Inventory Options > Inventory Costs, the LIFO Cost and FIFO Cost options are added. You can now specify LIFO or FIFO as the issue cost type for inventory items. In Work Order Options > Other Organization Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders. You can apply this setting to organizations and to sites. 60 Draft 7

61 What s New in People? Overview You can associate a person record with a commodity group, and you can edit commodity codes. You can specify details for a person-commodity association, such as the organization, the site, and the storeroom. 61 Draft 7

62 People What s New? You can associate a person record with a commodity group, and you can edit commodity codes. You can specify details for a person-commodity association, such as the organization, the site, and the storeroom. 62 Draft 7

63 What s New in Preventive Maintenance? Overview You can generate forecasts for preventive maintenance records. Forecasts are based on the frequency criteria specified on the Frequency tab, and seasonal information. The generated forecast can be viewed on the Forecast tab of the Preventive Maintenance application. You can track owner groups by specifying assigned owner groups in preventive maintenance records.. 63 Draft 7

64 Preventative Maintenance Forecasting What s New? You can generate forecasts for preventive maintenance records. Forecasts are based on the frequency criteria specified on the Frequency tab, and seasonal information. The generated forecast can be viewed on the Forecast tab of the Preventive Maintenance application. 64 Draft 7

65 Preventative Maintenance Owner Groups What s New? You can track owner groups by specifying i assigned owner groups in preventive maintenance records The person or group who will be responsible for the work order generated from this PM. 65 Draft 7

66 What s New in Purchase Orders? Overview You can revise purchase orders. Each time that you create a purchase order, a revision number is generated, starting with 0. When you revise a purchase order, the purchase order number does not change. Removed the Create Change Orders option. The Create Change Orders option was replaced by the Revise PO option, available from the Select Action menu. The Allow Receipts and Invoices option is added to the PO Revise window. The default for this option is that receipts and invoices are processed while the purchase order is being revised. While you are updating a purchase order, you can bypass the validation of revisions to the associated contract. You can then approve the purchase order. You must have the appropriate security privileges to use this option. If you have been granted access, the Bypass Contract Revision on PO Approval check box shows on the PO tab. You can specify the order in which tax codes are used to calculate the amount of tax that is due. If you have records that t are associated with purchase orders, such as invoices, i contracts, t and requests for quotations, you can view these records. The View Related Records option provides you with a comprehensive look at all of the data that are related to purchase orders. A read-only Consignment check box is added to the PO line record, to indicate whether the item is a consignment item. If the check box is selected, the item cannot be included on an invoice. 66 Draft 7

67 Purchase Orders - Revisioning What s New? You can revise purchase orders. Each time that t you create a purchase order, a revision i number is generated, starting with 0. When you revise a purchase order, the purchase order number does not change. 67 Draft 7

68 Purchase Orders Removal of Change Option What s New? Removed the Create Change Orders option. The Create Change Orders option was replaced by the Revise PO option, available from the Select Action menu. 68 Draft 7

69 Purchase Orders Allowing Receipts What s New? The Allow Receipts and Invoices option is added to the PO Revise window. The default for this option is that receipts and invoices are processed while the purchase order is being revised. The default for this option is that receipts and invoices are processed against a purchase order while the purchase order is being revised. The previous revision of the purchase order stays in APPR (Approved) status until the new revision of the purchase order is approved. If this check box is cleared, receipts and invoices are not processed for purchase orders that are being revised. The previous revision of the purchase order goes into HOLD status until the new revision of the purchase order is approved. 69 Draft 7

70 Purchase Orders Bypass the Validation of Revisions What s New? While you are updating a purchase order, you can bypass the validation of revisions to the associated contract. You can then approve the purchase order. You must have the appropriate security privileges to use this option. If you have been granted access, the Bypass Contract Revision on PO Approval check box shows on the PO tab. 70 Draft 7

71 Purchase Orders Tax Codes What s New? You can specify the order in which tax codes are used to calculate the amount of tax that is due. The order in which tax codes are used to calculate the amount of tax that is due 71 Draft 7

72 Purchase Orders View Related Records What s New? If you have records that are associated with purchase orders, such as invoices, contracts, and requests for quotations, you can view these records. The View Related Records option provides you with a comprehensive look at all of the data that are related to purchase orders 72 Draft 7

73 Purchase Orders Consignment Items What s New? A read-only Consignment check box is added to the PO line record, to indicate whether the item is a consignment item. If the check box is selected, the item cannot be included on an invoice. Indicates whether the transaction was created for a consignment item 73 Draft 7

74 What s New in Purchase Requisitions? Overview You can view related records for purchase requisitions that are associated with records such as invoices, contracts, and requests for quotations. 74 Draft 7

75 What s New in Receiving? Overview You can void receipts for transactions that occurred in error. You can return rotating assets and direct-issue items to vendors. You can choose to accept or to return materials or services that are received in excess of the ordered quantity. If you have records that are associated with receipts, such as invoices, contracts, and requests for quotations, you can view the related records. 75 Draft 7

76 Receiving Void Receipts What s New? You can void receipts for transactions that occurred in error. 76 Draft 7

77 Receiving Return of Rotating Assets s What s New? You can return rotating assets and direct-issue items to vendors. 77 Draft 7

78 Receiving Return Excess Materials and Services What s New? You can choose to accept or to return materials or services that are received in excess of the ordered quantity. 78 Draft 7

79 Receiving Viewing Related ed Records What s New? If you have records that are associated with receipts, such as invoices, contracts, and requests for quotations, you can view the related records. 79 Draft 7

80 What s New in Request for Quotations? Overview A quotation from a vendor shows in the currency of the vendor. The cost of the quotation line is converted to the base currency. You can then compare the cost of the item in the base currency from all vendors from whom you received quotations. 80 Draft 7

81 What s New in Shipment? Overview Shipment Receiving (New) The Shipment Receiving application is added to the Inventory module and the Purchasing module. You can create shipment receipt records to log the receipt of transferred inventory items at the destination storeroom. You can monitor the balance of items received and adjust the totals and status in inventory usage records. You can specify that an inspection is required upon receipt of inventory items and give an inspection status to shipment item records. You can void shipment receipt records. 81 Draft 7

82 Shipment - A New Application What s New? Shipment Receiving i (New) The Shipment Receiving i application is added d to the Inventory module and the Purchasing module. Note: In a large organization, you can transfer inventory items or tools between storerooms within the same site or across sites and organizations and track their delivery. You create shipment receipt records to acknowledge the receipt of transferred items and update inventory balances at the destination storeroom.. 82 Draft 7

83 Shipment - Creating Cea gas Shipment Receipt ecep What s New? You can create shipment receipt records to log the receipt of transferred inventory items at the destination storeroom. Note: You create shipment receipt records to log information such as the quantity of items that were received, the date the items were received, and the destination storeroom for the shipment. 83 Draft 7

84 Shipment - Creating Cea gas Shipment Record ecod Screen Example 1 Create a Shipment record in Inventory Usage and set status to Staged or Shipped 84 Draft 7

85 Shipment Shipment Receipt ecep Screen Example 2 In Shipping Receiving Receive the shipped items 85 Draft 7

86 Shipment Receiving and adjusting balance a of items What s New? You can monitor the balance of items received and adjust the totals and status in inventory usage records. 86 Draft 7

87 Shipment - What s New? You can specify that an inspection is required upon receipt of inventory items and give an inspection status to shipment item records. 87 Draft 7

88 Shipment Receiving - Voiding od gas shipment receipt ecep What s New? You can void shipment receipt records. 88 Draft 7

89 What s New Work Order Tracking? Overview You can view more cost data for work orders and work packages. You can view internal and external labour costs and you can monitor whether actual costs exceed planned costs. You can specify assigned owner groups. You can view the current direct issue material status and the current storeroom material status for a work order. You can also view the material status for a work order package hierarchy and see when the status was last updated. You can use a new Update Material Status pushbutton to refresh the status update information and get an immediate result. In Change Work Order Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders. You can allocate work to be carried out a repair facility. 89 Draft 7

90 What s New in Work Order Tracking? Overview You can view more cost data for work orders and work packages. You can view internal and external labour costs and you can monitor whether actual costs exceed planned costs. 90 Draft 7

91 What s New in Work Order Tracking? Overview You can specify assigned owner groups. Note: In previous versions, first an Owner Group is assigned a new record. Then, someone from that group assigns the owner or takes ownership. When either value is changed, the other value is set to empty (cleared). The work order (or ticket) history shows ticket ownership going from Owner to Owner Group or reverse. This was designed for queuing, where both the Owner and Owner Group together indicated the current ownership. Because many customers have owners that belong to multiple owner groups, they want to clearly represent the group ownership at all times, and to be able to track all ownership changes. Specifically, as the WO record (or ticket) changes owner, the owner group should be tracked. Note: A new attribute was added, Assigned Owner Group, that keeps track of the Owner Group value. It is updated with and keeps track of group information. The new Assigned Owner Group field is used to display the actual group ownership. The behavior of the current Owner and Owner Group fields remain unchanged, they continue to be mutually exclusive. 91 Draft 7

92 Assigned Owner Group Screenshot Example Note: With the EAM installation, the Assigned Owner Group field is not exposed in the UI by default. However, when SRM or CCDMB is installed, then it is exposed to Ticket and WO-related applications 92 Draft 7

93 What s New in Work Order Tracking? Overview You can view the current direct issue material status and the current storeroom material status for a work order. You can also view the material status for a work order package hierarchy and see when the status was last updated. You can use a new Update Material Status pushbutton to refresh the status update information and get an immediate result. 93 Draft 7

94 What s New in Work Order Tracking? Overview In Change Work Order Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders 94 Draft 7

95 Repair Facilities Screen Shot Example Site for the Work Order and Asset Site where the work is done 95 Draft 7

96 System Admin and Interface Enhancements

97 What s New for System Admin and Interfacing? Overview Web Service Interactions A Maximo User Interface to provide users with an easier way to communicate between different software applications. Provided in addition to the Maximo Integration Framework. Automation Scripting An added ability to rapidly extend Maximo applications Migration Manger - Improved usability of the Migration Manager application 97 Draft 7

98 Web Services What s New? Web Service Interactions A Maximo User Interface to provide users with an easier way to to communicate between different software applications. Provided in addition to the Maximo Integration Framework Added function in Tivoli s Process Automation Engine fix pack 7116 Addresses gap in integration framework Limited ability to consume web services in an application context Two new applications: Create Interactions Interactions Supports only WSDL 1.1 based Web services 98 Draft 7

99 Interactions application flow 99 Draft 7

100 What s New in Web Services? Points to Note about Web services Interactions and traditional MEA Web service Interactions do not replace MEA-based integrations Web service integrations are not used for data loading (such as batch or queue- based) or any form of bulk data processing Web service Interactions are meant for UI-driven integrations Web service Interactions are meant for scenarios where costly synchronization with full MEA capabilities is not required 100 Draft 7

101 Automation Scripting What s New? Ability to rapidly extend packaged applications Typical user challenges Limited to no Java skills; avoid Java-based development Reduce system downtime across the product environments Primary customization areas Business object extensions Field validations Workflow / Escalation actions Driven by customer and exploiter requirements Maximo Advisory Council IBM Service Management product family 101 Draft IBM Corporation

102 What is a script? Short pieces of code Simplified programming model Usually used to glue or extend applications Usually interpreted (vs. compiled Java or C/C++) Example: if purchaseprice>=100.0: else: vendor_required=true vendor_required=false replacecost=purchaseprice/2 102 Draft IBM Corporation

103 Why scripting? Java skills considered onerous Java customizations increase IT costs Java/JEE developers API knowledge/compatibility Performance/functionality issues Build process for WAR, EAR, JAR files Server shutdown / re-starts Scripting promotes simplified programming model Scripting is completely dynamic (no server re-starts) Maximo Advisory Council feedback Embed scripting capability in Maximo Tivoli Service Management driven requirements Automation workflows and actions for provisioning, management, de- provisioning 103 Draft IBM Corporation

104 Automation Scripts application Go To->System Configuration->Platform Configuration->Automation Scripts Security Group MAXADMIN granted access to the application out of the box Standard d power application with four tabs List Automation Script Variables Launch Points 104 Draft IBM Corporation

105 Terminology 105 Draft IBM Corporation

106 TPAE definition and usage advice Definition of TPAE Tivoli's process automation engine is a component that provides the core functionality for IBM's Tivoli Integrated Service Management and Maximo products. It has a common installer and contains these capabilities: User interface framework Business objects framework Configuration tooling A core set of applications that support administration, system configuration, integration, and work flow. Add-on technologies, such as Web Replay and Tivoli Integration Composer, that grow over time Source: Draft IBM Corporation

107 TPAE definition and usage advice Usage Use Tivoli's process automation engine in material that introduces the concept, such as marketing information, introductory topics, and the system info dialog. Note the use of possessive for Tivoli, which does not imply pya branded product or component. Do not use "Tivoli process automation engine". It is not approved by Tivoli Branding. Use process automation engine in all customer-facing information and product UIs (installer, messages, and so on.) instead of "Tivoli base services," which is not a valid term. Do not imply that the process automation engine is a product. Use lowercase on process automation engine except in situations that normally call for initial capitals (such as a menu selection). Do not use any of these terms in current releases (past releases do not require changes): Tpae TPAE MBS Base Services base services Tivoli Base Services Maximo Base Services Tivoli process automation engine Never abbreviate Tivoli because it is a registered trademark of IBM. Where space is an issue, for example, in table columns, you may use "Tivoli's PAE" or "PAE." However, avoid abbreviations unless there is no other alternative. 107 Draft IBM Corporation

108 Upgrading to Maximo IBM Corporation

109 Supported upgrade scenarios 109 Draft 7

110 Industry solution and add-on product version prerequisites 110 Draft 7

111 Please note: IBM s statements regarding its plans, directions, and intent are subject to change or withdrawal at IBM s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. 111 Draft IBM Corporation

112 Backup Slides 2010 IBM Corporation

113 Reporting 2010 IBM Corporation

114 What s New in Reporting? Overview BIRT Reporting and Cognos Support Give the User the ability to copy an Ad Hoc Report and Edit it (add/delete fields) as needed. Implement Report Schedule Limits by Security Group Direct Print with Attachments property added in V6. Equivalent Property value added for BIRT in V7. Enable localization of Report Object Structures (ROS) Values - Cognos Packages as seen to the end user within Report Studio or Query Studio Enable report s to be sent via links instead of pdf, xls attachments (new Report Viewer application) Report Schedule Limits Report Administration Report Enable Rich Text Formats to display in BIRT Reports Enable direct launch to Cognos from applications Additions/Deletions of Report Design files to provide continued value-add for clients (updated for 7.x application enhancements) 114 Draft IBM Corporation

115 Maximo Open Report Architecture V7 Reporting Embedded Integration Integration Integration Integration Externalized BIRT (free) Cognos Reporting 8 Tivoli Common Reporting Business Objects XI Enterprise External Report Integration Open Database Platform (free) DB2 115 Draft IBM Corporation

116 Maximo 7.5 Application Enhancements 2010 IBM Corporation

117 What s New in Chart of Accounts? Overview You can create general ledger account structures that are specific to organizations in your enterprise. You can specify active dates and expiration dates for general ledger accounts, so that they can be used within a set period only. 117 Draft IBM Corporation

118 Enhancements to Help What s New? The overall objective toward the enhancements to Help is to allow the user to accomplish their work while staying in the product Feature Benefit Technical content t of the Permits better access to a more complete product is now in one library of information. information center and installed on the customer network A single search for all products All help for all Service Management products available in one place! 118 Draft IBM Corporation

119 GL Account Structure Screen Shot Example You can create general ledger account structures that are specific to organizations in your enterprise. Note: This replaces the GL Account Configuration function previously found in the Database Configuration Application 119 Draft IBM Corporation

120 Chart of Accounts Expiration Dates Screen Shot Example You can specify active dates and expiration dates for general ledger accounts, so that they can be used within a set period only. 120 Draft IBM Corporation

121 What s New in Database abase Configuration? o Overview You can now specify up to 27 different tax types 121 Draft IBM Corporation

122 Database Configuration Additional Tax Types Note: A tax type corresponds to a kind of tax, for example, to a city sales tax. Previously only 5 different tax types could be specified as shown in this view of Maximo Draft IBM Corporation

123 Additional Tax Types Screen Shot Example Update Tax Data is used to create the configuration changes to the database The Add Tax Options is used to add new tax types. 123 Draft IBM Corporation

124 Additional Tax Types Screen Shot Example This is the add/modify tax type option - The number of Tax Types is changed here 124 Draft IBM Corporation

125 Additional Tax Type Screen Shot Example After applying the configuration changes in DB Admin Mode, the Update Tax Data option, will update the database tables with the changes. The new Tax Type will be added to the Tax Options screen in Organizations. 125 Draft IBM Corporation

126 Organizations - Multiple Shipping Addresses You can enter multiple shipping addresses and multiple billing addresses for sites in an organization, and specify which addresses are used by default for each site. During the purchasing and shipping processes, you can easily filter addresses by their shipping or billing attributes. New Table to allow multiple billing addresses 126 Draft IBM Corporation

127 Organizations Default Stock Type You can specify the default stock category that applies to item records. New Default field for stock type 127 Draft IBM Corporation

128 Organizations Allow Receipts and Invoices option The Allow Receipts and Invoices option is added to PO Options. The default for this option is that the Allow Receipts and Invoices check box in the Revise PO window in the Purchase Orders application is selected. When selected, receipts and invoices are processed while the purchase order is being revised 128 Draft IBM Corporation

129 Organizations Allow Cost and Tax Adjustments The Allow Cost and Tax Adjustments option is added to PO Options. If you select this option, you can modify the unit cost, the line cost, and the tax cost for purchase order line items during PO revision. 129 Draft IBM Corporation

130 Organizations Purchase Options Tax Options In Purchasing Options > Tax Options, you can specify the order in which tax codes are used. The order in which tax codes are used to calculate the amount of tax that is due 130 Draft IBM Corporation

131 Organizations Purchase Options Invoice Options - 1 In Purchasing Options > Invoice Options, you can specify whether you want the financial period validated each time that an invoice is saved. Clear this option if you want the financial period validated when the invoice is approved. 131 Draft IBM Corporation

132 Organizations Purchase Options Invoice Options - 2 In Purchasing Options > Invoice Options, you can specify whether you want the G/L Posting Date field to be updated with the date in the Invoice Date field. 132 Draft IBM Corporation

133 Organizations Purchase Options Invoice Options - 3 In Purchasing Options > Invoice Options, for consignment types of invoices, you can specify the maximum number of lines that can be included on the invoice for a specific vendor. 133 Draft IBM Corporation

134 Organizations Inventory Options Transfer Options - 1 In Inventory Options, Transfer Options are added. You can specify whether shipment records or purchase orders are required for transferring inventory items. Indicates whether a shipment record is required to transfer inventory items Indicates whether a purchase order is required to transfer inventory items 134 Draft IBM Corporation

135 Organizations Inventory Defaults Usage Documents In Inventory Defaults, you can choose to automatically create usage documents for new reservations Need further explanation??? 135 Draft IBM Corporation

136 Organizations Inventory Options LIFO and FIFO In Inventory Options > Inventory Costs, the LIFO Cost and FIFO Cost options are added. You can now specify LIFO or FIFO as the issue cost type for inventory items. 136 Draft IBM Corporation

137 Organizations Work Order Options Ignore Item Availability In Work Order Options > Other Organization Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders. You can apply this setting to organizations and to sites. Applies to Organizations 137 Draft 7 Applies to Sites 2010 IBM Corporation