Maximo Application Suite – Manage: Core Data Setup

IBM Training for Maximo Application Suite - Manage: Core Data Setup

Skill Level: Intermediate

Modality: CR - Classroom based Trainng or ILO - Instructor Led Online Class

Duration: 2 Day/s

Starting Price: $ - 1,622

Overview:

This 2-day instructor led course provides students with an understanding of how to create a new Organization and Site in Maximo Manage.

This 2-day instructor led course provides students with an understanding of how to create a new Organization and Site in Maximo Manage and discuss the core options available in the Organizations application. They will also be able to create classifications and Location records. Students will learn about topics such as Multi-Organization strategy, GL Account setup and Organization Options. This course also has hands-on lab exercises using a Red Hat OpenShift Maximo Manage environment.

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Target Audience:

Consultants, System Administrators, Support, Sales, and Users.

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Prerequisites: .

Topic: Module 1: Core Data Setup IntroductionDiscuss the Initial data configuration

Secondary Data Steps

Overview of Users, People and Labor

Define basic required data

Module 2: Initial Setup of a Manage SystemTerms and Conditions

Database Setup

Secondary Data and Database Setup

Module 3: Configure Organizations and SitesMaximo Data Levels

Maximo Sets

Maximo Multi Organization Configuration

Maximo Multi Site Configuration

Module 4: Using Sets for Data SharingDescribe Maximo Data Sharing

Describe Data sharing in a Multi-Organization environment

Describe Organizations Currencies

Describe Company and Item Sets

Module 5: GL Account SetupDescribe 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 OverviewDescribe Maximo Financial Accounts Overview

Describe Financial Periods

Describe Organization Default Accounts

Describe Resource Codes

Describe Various Financial Account Settings

Module 7: Organization OptionsDescribe Maximo Organization Options

Describe Maximo Site Level Options

Describe Maximo Work Order Options

Describe Maximo Purchase Order Options

Module 8: Defining ClassificationsDescribe 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 HierarchiesDescribe Maximo Location Definitions

Describe Maximo Location

Describe Maximo Systems

Describe Maximo Location Setup

Demonstration: Creating Locations, Systems and Location HierarchiesStudent Exercises: Lab 3 - Creating Locations, Systems and Location Hierarchies.

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Objective: 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

Category: Sustainability

Product Name:

IBM Maximo Application Suite

Badge and Certification Info:

Badge Title: Maximo Application Suite - Manage: Core Data Setup - Code: MAX4326G

Badge ID: c7742f60-cfb9-4f54-8a35-a90a0efa1138

Brand: Asset Management

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