IBM TIVOLI Maximo for Government, User Manual

Page 1: ...SC23 8765 00 Release 6 1 Maximo User s Guide Addendum IBM Maximo for Government...

Page 2: ...eam Inc Portions 1996 2003 Visual Mining Inc Visual Mining NetCharts Server provided by Visual Mining Inc Sentry Spelling Checker Engine Copyright 2000 Wintertree Software Inc Copyright International...

Page 3: ...Mark UIIs 11 Create Property Transactions 11 View Property History 11 Create Property Upload Files 11 View Property Upload Files 11 Locations Gv Application 11 Tabs 12 Locations Gv Actions 12 Create P...

Page 4: ...n 23 Tabs 23 Issue Tab 23 Transfer Out Tab 24 Transfer In Tab 24 Issues and Transfers Gv Actions 25 Storerooms Gv Application 25 Tabs 25 Storerooms Gv Actions 26 Create Property Transactions 26 View P...

Page 5: ...ceiving Gv Application 33 Tabs 34 Receiving Actions 34 Capture UIIs 34 Assign Mark UIIs 35 Chapter 8 Resources Module 37 People Gv Application 37 Tabs 37 People Gv Actions 38 Create Property Transacti...

Page 6: ...vi IBM Maximo for Government Maximo User s Guide Addendum...

Page 7: ...Government customers Related Information For more information about IBM Maximo for Government refer to the following documentation Document Description IBM Maximo for Government Installation Guide Des...

Page 8: ...Click the Report problems tab on the IBM Software Support site www ibm com software support probsub html IBM Maximo Reconciliation Module Implementation Guide Describes how to use the IBM Maximo Recon...

Page 9: ...a software defect or for missing or inaccurate documentation IBM Support creates an Authorized Program Analysis Report APAR The APAR describes the problem in detail Whenever possible IBM Support provi...

Page 10: ...IBM Support x IBM Maximo for Government Maximo User s Guide Addendum...

Page 11: ...lude Ability to perform property transactions Ability to create UID reports Creation of batch upload files Custody transfers Total asset visibility including property classification and DD1662 style s...

Page 12: ...overnment contract attributes Create property transactions for a contract Display the property history of a contract Summarize personal property by property class Capture assign and mark UII informati...

Page 13: ...ion for an asset Create and view property upload files Create view edit and run UID reports Reverse minus existing property transactions Companies Gv Associate a government contract qualified company...

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Page 15: ...ions Gv application to set up organizations and sites for use with Maximo Tabs The Organizations Gv application has no Government specific tabs Organizations Gv Actions The Organizations Gv applicatio...

Page 16: ...izations Gv help Property Transaction Definitions You use the Property Transaction Definitions action to define the property transactions and external systems that an enterprise will use to administer...

Page 17: ...ion Administration Module 7 Government Defaults You use the Government Defaults action to specify criteria to determine whether a UII is required and specify the format of contract line numbers Govern...

Page 18: ...Organizations Gv Application 8 IBM Maximo for Government Maximo User s Guide Addendum...

Page 19: ...tion vendor up down status and maintenance costs for each asset The Assets Gv application lets you create property records for assets that you want to associate with government contracts You can captu...

Page 20: ...tion has the following Government specific actions Add Property Record Capture UIIs Assign Mark UIIs Create Property Transactions View Property History Create Property Upload Files View Property Uploa...

Page 21: ...from the Select Action menu Create Property Upload Files You use the Create Property Upload Files action to search for and select property transactions and create upload files for selected transaction...

Page 22: ...roperty History Create Property Upload Files View Property Upload Files For more information about these actions see the Locations Gv help Create Property Transactions You use the Create Property Tran...

Page 23: ...d transactions To access this action select Property Upload Files Create Property Upload Files from the Select Action menu View Property Upload Files You use the View Property Upload Files action to v...

Page 24: ...Locations Gv Application 14 IBM Maximo for Government Maximo User s Guide Addendum...

Page 25: ...ontracts Gv Application You use the Government Contracts Gv application to add view and modify government contract records The application also provides a view of property records associated with a co...

Page 26: ...r more information about this tab see the IBM Maximo User s Guide and the Locations Gv help For information about a field place the cursor in the field and press Alt F1 Contract Tab You use the Contra...

Page 27: ...conditions with a contract The fields on this tab appear on the Terms and Conditions tab of all core Maximo contract applications Property Summary Tab You use the Property Summary tab to modify prope...

Page 28: ...erty Transactions action to create transactions against property records This action creates transactions that are not available in other applications To access this action select Property Transaction...

Page 29: ...ociate an inventory record with a government agency owner and contract Display property balances for an item and storeroom Create property transactions for an item and storeroom Display the property h...

Page 30: ...elds place the cursor in the field and press Alt F1 Inventory Tab The Inventory tab has the following Government specific field Government Balance Property Tab You use the Property tab to display prop...

Page 31: ...tion menu Create Property Upload Files You use the Create Property Upload Files action to search for and select property transactions and create upload files for selected transactions To access this a...

Page 32: ...rds This action creates transactions that are not available in other applications To access this action select Property Transactions Create Property Transactions from the Select Action menu View Prope...

Page 33: ...nd transfer inventory Tabs The Issues and Transfers Gv application has the following enhanced tabs Issue Transfer Out Transfer In For information about these fields place the cursor in the field and p...

Page 34: ...Transfer Out tab has the following Government specific fields Contract Source Property Class From Custodian To Custodian From User To User Transfer Out Tab Transfer In Tab The Transfer In tab has the...

Page 35: ...s view the items stocked within a storeroom You can view property balances and history for a particular storeroom location and attach and view documents outside of Maximo that relate its property Tabs...

Page 36: ...e Property Transactions from the Select Action menu View Property History You use the View Property History action to view property history for a storeroom To access this action select Property Transa...

Page 37: ...e the Personal Property Gv application to view details of property records and to perform transactions on property records If transactions are entered in error the application also lets you minus cert...

Page 38: ...tem and contract For information about a field place the cursor in the field and press Alt F1 Property Tab Personal Property Gv Actions The Personal Property Gv application has the following Governmen...

Page 39: ...y from the Select Action menu Create Property Upload Files You use the Create Property Upload Files action to search for and select property transactions and create upload files for selected transacti...

Page 40: ...etails of transactions in a UID report To access this action select Property Transaction Reports Edit Property Transaction Reports from the Select Action menu Run Property Transaction Reports You use...

Page 41: ...intain detailed information about vendors manufacturers and other companies and lets you view their property balances and history You can also attach and view documents outside of Maximo that relate t...

Page 42: ...Property new For information about a field place the cursor in the field and press Alt F1 Company Tab The Company tab has the following Government specific fields CAGE DODAAC MAPAC Company Tab Proper...

Page 43: ...operty Upload Files You use the Create Property Upload Files action to search for and select property transactions and create upload files for selected transactions To access this action select Proper...

Page 44: ...o Custodian To User For information about a field place the cursor in the field and press Alt F1 Material Receipts Tab Receiving Actions The Receiving Gv application has the following Government speci...

Page 45: ...ion Purchasing Module 35 Assign Mark UIIs You use the Assign Mark UIIs action to generate Unique Item Identifiers UIIs and generate UII marks To access this action select UIIs Assign Mark UIIs from th...

Page 46: ...Receiving Gv Application 36 IBM Maximo for Government Maximo User s Guide Addendum...

Page 47: ...nd to view their property balances and history The People Gv application also lets you attach and view documents outside of Maximo that relate to a particular person s property Tabs The People Gv appl...

Page 48: ...roperty Transactions from the Select Action menu View Property History You use the View Property History action to view property history for a person To access this action select Property Transactions...

Page 49: ...USRUIIAFFIXED 1 YORN 1 PLUSRUIIAFFIXEDBY 0 UPPER 30 PLUSRUIIASSETUID 0 UPPER 30 PLUSRUIIBAGGTAGG 0 UPPER 1 PLUSRUIIEID 0 UPPER 25 PLUSRUIIIAC 0 UPPER 25 PLUSRUIILOTBATCH 0 UPPER 30 PLUSRUIIMARK 0 ALN...

Page 50: ...RENDEREDBY 0 UPPER 30 PLUSRUIIREQUIRED 1 YORN 1 PLUSRUIITEMPLATE 0 UPPER 25 PLUSRUIITYPE 0 UPPER 25 COLUMN REQUIRED MAXTYPE LENGTH COLUMN REQUIRED MAXTYPE LENGTH PLUSRCAGE 0 UPPER 20 PLUSRDODAAC 0 UPP...

Page 51: ...PLUSRCLIN 0 UPPER 12 COLUMN REQUIRED MAXTYPE LENGTH PLUSRGOVBALANCE 1 DECIMAL 15 COLUMN REQUIRED MAXTYPE LENGTH PLUSRCONTRACTNUM 0 UPPER 8 PLUSRCUSTODIANPERSONID 0 UPPER 30 PLUSRPROPERTYCLASS 0 UPPER...

Page 52: ...LUSRPARCONTRACTOR 0 UPPER 12 PLUSRPRICONTRACTOR 0 UPPER 12 PLUSRPRIMECONTRACT 0 UPPER 8 PLUSRPROPERTYADMIN 0 UPPER 30 PLUSRSCHEDENDDATE 0 DATE 4 COLUMN REQUIRED MAXTYPE LENGTH PLUSRCAPRECEIPTS 1 YORN...

Page 53: ...RACTTYPE 0 UPPER 25 PLUSRCUSTOMER 0 UPPER 12 PLUSRGFPRECEIPTS 1 YORN 1 PLUSRPARCONTRACT 0 UPPER 8 PLUSRPARCONTRACTOR 0 UPPER 12 PLUSRPRICONTRACTOR 0 UPPER 12 PLUSRPRIMECONTRACT 0 UPPER 8 PLUSRPROPERTY...

Page 54: ...PLUSRTOUSERPERSONID 0 UPPER 30 PLUSRUSERPERSONID 0 UPPER 30 COLUMN REQUIRED MAXTYPE LENGTH PLUSRCLINFORMAT 1 UPPER 12 PLUSRCLINSUFFIX 0 UPPER 12 PLUSRINSPITEMS 1 YORN 1 PLUSRMINCOST 1 DECIMAL 15 COLUM...

Page 55: ...ASS 1 UPPER 25 COLUMN REQUIRED MAXTYPE LENGTH COLUMN REQUIRED MAXTYPE LENGTH CREATEDDATE 1 DATETIME 10 CREATEDPERSONID 1 UPPER 30 FILENAME 1 UPPER 25 FORMNAME 1 UPPER 25 ORGID 1 UPPER 8 PATHNAME 0 ALN...

Page 56: ...10 CONDFOREXT 0 ALN 20 CONFIGURENOTIFY 1 YORN 1 CONTACT 0 ALN 50 CONTRACTID 1 INTEGER 12 CONTRACTLEASEID 1 INTEGER 12 CONTRACTNUM 1 UPPER 8 CONTRACTTYPE 1 UPPER 25 CURRENCYCODE 1 UPPER 8 CUSTNOTIFYPER...

Page 57: ...CTIONREQUIRED 1 YORN 1 INSURANCEEXPDATE 0 DATE 4 INSURANCEREQ 1 YORN 1 INTERIMCHG 0 AMOUNT 10 LANGCODE 1 UPPER 4 LASTSCHEDULEDATE 0 DATE 4 LEASERATEFACTOR 0 DECIMAL 10 LEASESUSPACCT 0 GL 23 LINESTATUS...

Page 58: ...RACT 0 UPPER 8 PLUSRPROPERTYADMIN 0 UPPER 30 PLUSRSCHEDENDDATE 0 DATE 4 POREQUIRED 1 YORN 1 PROCESSCLAIM 1 YORN 1 PURCHASEAGENT 0 UPPER 30 RENEWALDATE 0 DATE 4 REVCOMMENTS 0 ALN 100 REVCOMMENTS_LONGDE...

Page 59: ...4 COLUMN REQUIRED MAXTYPE LENGTH COLUMN REQUIRED MAXTYPE LENGTH EMAIL 0 ALN 50 INDUSTRYFLAG 1 ALN 1 NAME 1 UPPER 30 ORGANIZATION 1 UPPER 20 PHONE 1 ALN 20 PLUSRHEADERID 1 INTEGER 12 RECORDCOUNT 0 INT...

Page 60: ...ANSACTIONDATE 0 DATETIME 10 TRANSACTIONNAME 0 UPPER 25 USERPERSONID 0 UPPER 30 COLUMN REQUIRED MAXTYPE LENGTH COLUMN REQUIRED MAXTYPE LENGTH ACCEPTANCECODE 0 ALN 6 ACCEPTANCEDATE 0 DATETIME 10 ACQUISI...

Page 61: ...C 0 ALN 6 HASLD 1 YORN 1 ISSUEAGENCYCODE 0 UPPER 25 ITEMNUM 0 UPPER 30 ITEMTYPE 0 UPPER 3 LANGCODE 1 UPPER 4 MARKCONTENTS 0 ALN 25 MARKERCODE 0 UPPER 25 MARKGRADE 0 UPPER 1 MARKIDENTIFIER 0 UPPER 30 M...

Page 62: ...0 UPPER 12 SENTDATE 0 DATETIME 10 SERIALNUM 0 UPPER 15 SHIPPEDTOCODE 0 ALN 20 SITEID 1 UPPER 8 STATUS 0 UPPER 16 STATUSDATE 0 DATETIME 10 TOMARKDATE 0 DATETIME 10 TOPARENT 0 UPPER 12 TOPRICE 0 AMOUNT...

Page 63: ...ORGID 1 UPPER 8 PLUSRTRANSACTIONID 1 INTEGER 12 TRANSACTIONNAME 1 UPPER 25 COLUMN REQUIRED MAXTYPE LENGTH EXTERNALSYSTEM 1 UPPER 25 FILEFORMAT 1 UPPER 25 ORGID 1 UPPER 8 PLUSRTRANSEXTSYSID 1 INTEGER 1...

Page 64: ...PROPERTYTRANSID 1 INTEGER 12 SITEID 1 UPPER 8 UPLOADFILEID 1 INTEGER 12 COLUMN REQUIRED MAXTYPE LENGTH ATTACHFLAG 1 YORN 1 CONTRACTNUM 0 UPPER 8 CREATEDDATE 1 DATETIME 10 CREATEDPERSONID 1 UPPER 30 EX...

Page 65: ...UPPER 20 PHONE 1 ALN 20 RECORDCOUNT 0 INTEGER 12 REPORTNUM 1 UPPER 12 REPORTNUMNP 0 UPPER 12 COLUMN REQUIRED MAXTYPE LENGTH ASSETNUM 0 UPPER 12 CONTRACTNUM 0 UPPER 8 CONTRACTOR 0 UPPER 12 CUSTODIANPE...

Page 66: ...GTH ASSETNUM 0 UPPER 12 CONTRACTNUM 0 UPPER 8 CUSTODIANPERSONID 0 UPPER 30 EXTERNALSYSTEM 1 UPPER 25 FILEFORMAT 1 UPPER 25 FROMPARENT 0 UPPER 12 FROMPRICE 0 AMOUNT 10 FROMPROPERTYID 0 INTEGER 12 FROMS...

Page 67: ...UNT 10 TOPROPERTYID 0 INTEGER 12 TOSITE 0 UPPER 8 TOSTATUS 0 ALN 20 TOUII 0 ALN 100 TOUIIMARK 0 ALN 256 TRANSACTIONDATE 1 DATETIME 10 TRANSACTIONID 1 INTEGER 12 TRANSACTIONMEMO 0 ALN 254 TRANSACTIONME...

Page 68: ...OLUMN REQUIRED MAXTYPE LENGTH COLUMN REQUIRED MAXTYPE LENGTH PLUSRACQCOST 0 DECIMAL 15 PLUSRNSN 0 UPPER 20 PLUSRPROPERTYCLASS 0 UPPER 25 COLUMN REQUIRED MAXTYPE LENGTH PLUSRACQCOST 0 DECIMAL 15 PLUSRG...

Page 69: ...LENGTH COLUMN REQUIRED MAXTYPE LENGTH PLUSRCAPRECEIPTS 1 YORN 1 PLUSRCONTRACTADMIN 0 UPPER 30 PLUSRCONTRACTOR 0 UPPER 12 PLUSRCONTRACTTYPE 0 UPPER 25 PLUSRCUSTOMER 0 UPPER 12 PLUSRGFPRECEIPTS 1 YORN...

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Page 71: ...ual Property Department in your country or send inquiries in writing to IBM World Trade Asia Corporation Licensing 2 31 Roppongi 3 chome Minato ku Tokyo 106 0032 Japan The following paragraph does not...

Page 72: ...ment or any equivalent agreement between us Information concerning non IBM products was obtained from the suppliers of those products their published announcements or other publicly available sources...

Page 73: ...rks of Sun Microsystems Inc in the United States other countries or both Linux is a registered trademark of Linus Torvalds in the United States other countries or both Intel Intel logo Intel Inside In...

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