Maximo Inventory & Purchasing

Training Workshop

Workshop Overview

The Maximo Inventory and Purchasing Training Workshop provides attendees with solid understanding of Maximo’s inventory and purchasing capabilities and functions to perform day-to-day transactions in Maximo. Topics include: the integration between maintenance & materials, repairable spares, creating/managing items and inventory, performing adjustments, physical counts, the reorder process, purchase requisitions, purchase orders, receiving materials and invoicing.

After attending the Maximo Inventory Management / Purchasing workshop you will understand how to setup an inventory storeroom, manage your inventory, procure and reorder items in Maximo. This workshop covers all aspects of the materials management and purchasing processes.

Ontracks provides custom Maximo training and can customize a workshop to meet your needs. We deliver Maximo training throughout the US and Canada.

Who should attend?

This Maximo Inventory & Purchasing workshop is targeted to individuals who perform daily inventory / procurement transactions, including:

  1. Warehouse Managers / Supervisors
  2. Warehouse / Stores Clerks
  3. Materials Managers / Supervisors
  4. Purchasing Agents / Buyers
  5. Maximo Administrators
  6. Maximo Super-Users or Support Personnel

Agenda

The Maximo Inventory Management and Purchasing workshop covers the following areas:

  1. The integration between Maintenance and Materials
  2. Getting Started in Maximo
  3. Maximo Screens and Navigation
  4. Module / Application Overview
  5. Searching and Querying
  6. Using the Asset / Location Hierarchy
  7. Understanding Planning and how it relates to Materials Management
  8. Inventory vs. Item Master
  9. Creating a Storeroom
  10. Creating an Item
  11. Adding an Item to a Storeroom
  12. Inventory Field Definitions
  13. Performing Item Adjustments
  14. Managing Rotating Equipment (Repairable Spares)
  15. Issuing a Reserved Item
  16. Issuing a Non-Reserved Item
  17. Transferring Items between Storerooms
  18. Creating Purchase Requisitions
  19. Creating Purchase Orders
  20. Receiving Materials & Services
  21. Performing the Reorder Routine
  22. Adding Vendors / Companies
  23. Using Contracts
  24. Case-Study

Duration and Dates

The Maximo Inventory Management & Purchasing Workshop is a two-day workshop.

The Maximo Inventory Management & Purchasing Workshop is available as an on-site workshop in Canada and the USA. For our scheduled public training workshops, please click the button below.