Maximo Application Suite - Manage: Core Data Setup

Consultants, System Administrators, Support, Sales, and Users

After completing this course, you should be able to:

• Describe Multi-Org and Multi-Site strategy
• Plan new Organization and Site records
• Create Item and Company Sets
• Explain the usage of Organization options
• Configure basic Organization Chart of Account settings
• Create a Clearing account
• Create Classification hierarchies
• Understand the usage of Locations
• Create Location Systems

Module 1: Core Data Setup Introduction

• Discuss the Initial data configuration
• Secondary Data Steps
• Overview of Users, People and Labor
• Define basic required data 

Module 2: Initial Setup of a Manage System

• Terms and Conditions
• Database Setup
• Secondary Data and Database Setup

Module 3: Configure Organizations and Sites

• Maximo Data Levels
• Maximo Sets
• Maximo Multi Organization Configuration
• Maximo Multi Site Configuration

Module 4: Using Sets for Data Sharing

• Describe Maximo Data Sharing
• Describe Data sharing in a Multi-Organization environment
• Describe Organizations Currencies
• Describe Company and Item Sets

Module 5: GL Account Setup

• Describe Maximo GL Account Configuration
• Describe GL Account Components
• Describe Chart of Accounts for Maximo Organizations

Demonstration: Creating Organizations and Sites

Student Exercises: Lab 1 Creating an Organization

Module 6: Financial Accounts Overview

• Describe Maximo Financial Accounts Overview
• Describe Financial Periods
• Describe Organization Default Accounts
• Describe Resource Codes
• Describe Various Financial Account Settings

Module 7: Organization Options

• Describe Maximo Organization Options
• Describe Maximo Site Level Options
• Describe Maximo Work Order Options
• Describe Maximo Purchase Order Options

Module 8: Defining Classifications

• Describe Maximo Classifications Overview
• Describe Maximo Classification Use Case
• Describe Maximo Classification Setup
• Describe Maximo Classification Attributes

Demonstration: Creating Classifications

Student Exercises: Labs 2 Create Classifications

Module 9: Locations and Location Hierarchies

• Describe Maximo Location Definitions
• Describe Maximo Location
• Describe Maximo Systems
• Describe Maximo Location Setup

Demonstration: Creating Locations, Systems and Location Hierarchies

Student Exercises: Lab 3 - Creating Locations, Systems and Location Hierarchies