Purchasing Using Maximo 6 UK Classes & Lessons (IBM)

Also known as: TR14GBGB

About this class

Purchasing Using IBM Maximo 6 provides comprehensive instruction in all of the IBM Maximo purchasing functions. This course and the MXES InventoryInventory Management Using IBM Maximo 6 (for EAM) course (MED0139) constitute a full materials management curriculum. In this course, students will gain a detailed working knowledge of the purchasing process in IBM Maximo 6, ranging from basic purchase requisitions through price agreements and currency conversion. Intensive use of hands-on exercises using a fully populated IBM Maximo 6 installation provides students with extensive practice.

Who will the lesson benefit?

The goal of the course is to provide competency in the complete set of purchasing functions in IBM Maximo 6.

Target Audience includes:

Purchasing agents and/or buyers
Accounts payable personnel
Receiving personnel

What delegates will learn

After completing this course, students should be able to:

locate and enter information about vendors, manufacturers and couriers;
- define how contracts are used in Maximo 6;
- create a term and usrms and conditions;
create and process purchase requisitions;
create and process purchase orders;
determine reorder points;
create and submit a request for quotation;
receive materials and services; and
create and process invoices.

What prerequisites are required

Working knowledge of the Microsoft Windows operating system

Contents of this class

This course contains the following topics:

An overview of the relationship of Purchasing to asset management in Maximo 6
Using the Company Master application and the Companies application
Defining how terms and conditions are used in Maximo 6
Reordering items from internal and external vendors; clearing reorder locks
Creating a PR, changing the PR status, approving a PR
Creating an RFQ; methods for creating RFQs; Quotation Lines; changing the RFQ status; recording and awarding vendor quotations
Creating a PO using the Purchase Orders application; approving a PO
Receiving materials and services; approving receipts; transferring materials for receipt against an internal PO; recording the PO; closing the PO
Entering an invoice; copying line items from material receipts, service receipts, or purchase orders; approving invoices