Maximo Purchasing

Maximo Training Agenda

(2 day offering)

The Maximo Purchasing course focused on all aspects involved in the purchasing process utilizing Maximo functionality.

Who Will Benefit From This Course

This course is intended for purchasing personel, buyers, storeroom managers, storeroom clerks, and anyone else looking for a deep dive in to the topic of procurement. Consider also enrolling in the Maximo Inventory Management course to fully understand the lifecycle of an item or rotating asset.

Course Outline

I. Business Process Mapping

  • Purchasing
  • Receiving
  • Item Returns

II. Organizations Application

  • PO Options
  • Contract Options
  • Tax Options

III. Purchase Requisitions / Desktop Requisitions in Maximo

  • Desktop Requisitions (Free Maximo License intended for all item requests)
  • Purchase Requisitions (item and rotating asset request)

IV. Purchase Orders

  • Creating a Purchase Order
  • PO Lines (Items, Materials, Tools, Services, Standard Services)
  • Maximo Interface to External Purchasing System (PO Approval)
  • Vendor Creation / Management

V. Receiving

  • Item and Service Receipts
  • Item Inspections
  • Receiving Rotating Items
  • Returns and Voids

VI. Invoices

  • Creating Invoices
  • 3 to 1 Match

VII. Request for Quotations

  • Creating RFQs
  • Managing Vendor Proposals

VIII. Contract Management

  • Purchasing Contracts
  • Price Contracts
  • Master Contracts
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