What's New in Maximo 7.5

What's New in Maximo Asset Management, Version 7.
2011 IBM Corporation
Overview
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Maximo 7.5 Technical Platform

Developed on current R7.1 Architecture: J2EE based Enterprise Application Web Application Interface for users to access Maximo applications via Browser Fully configurable from presentation content to the business logic Configurable Authentication (Database based or LDAP based) Integration mechanisms via Web Services, JMS, HTTP, EJB, XML files, Flat files and Interface tables in database Built-in reporting using BIRT/Cognos/TCR and support for integration with customer s customers reporting systems Supported Application Servers IBM WebSphere Server O l WebLogic S Oracle W bL i Server Supported Database Platforms DB2 Oracle SQL Server
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Back to Index
Whats New can be split into:
Usability Enhancements y
Application Enhancements
System Admin and Interface Enhancements
In more deta o e detail:

User Interface Enhancements
Usability y Enhancements
Performance Improvements Planned Platform Updates Reporting
Detailed Functional Improvements
Migration Manager g g Enhancements Scripting (new) Web Service Interactions
Usability Enhancements
Updated Look and Feel Improved Table window refresh behavior Improved List Page behavior Enabled heads down data entry (asynchronous validation) Browser zoom enabled, users can zoom in (ctrl+) or zoom out (ctrl-) of application screens Faster date/time look up (new calendar control) Rich-text editor (can format text the way they want to see it)
Asset Management
Locations Repair Facilities Asset Asset Templates Failure Codes Linear Assets Visual Control Condition Monitoring Meters Meter Groups
Work Management
Job Plans Revisioning Routes Service Requests Work Order Tracking Assignment Tab Repair Facilities Safety Quick Reporting Labor/Crafts Tools Preventive Maintenance PM Forecasting Master PM Assignment Manager
Materials Management
Item Master Storerooms Inventory Inventory Usage LIFO/FIFO Costing Consignment Shipment Default Costing Condition Codes Stocked Tools Service Items
Purchasing
Request for Quotation Receiving g p Receiving Inspections Shipment Receiving Purchase Requisitions Invoices Invoice Reversals Purchase Orders Revisioning Receipt Tolerance Desktop Requisitions
Contract Management
Purchase Contracts Master Contracts Warranty Contracts W t C t t Lease/Rental Contracts Labor Rate Contracts Premium Pay Rates Payment Schedules
Service Management
Service Groups SLA Management g g Change Management Incidents Problems Changes Releases Solutions Solutions
Hard/Soft Reservations Transfer via
New or enhanced applications are shown in white text

Web Service Interactions A Maximo User Interface to provide users with an easier way to communicate between different software applications Provided in addition to the applications. Maximo Integration Framework. Automation Scripting An added ability to rapidly extend Maximo applications Migration Manger - Improved usability of the Migration Manager application
Usability Enhancements
What s Whats New for Usability Enhancements? Overview
Updated Look and Feel Improved Table window refresh behavior Improved List Page behavior Enabled heads down data entry (asynchronous validation) y( y ) Browser zoom enabled, users can zoom in (ctrl+) or zoom out (ctrl-) of application screens Faster date/time look up (new calendar control) c te t ed to (can o at text the ay they a t t) Rich-text editor (ca format te t t e way t ey want to see it)
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Updated Look and Feel Whats New? New skin and new logos!
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Table Window Whats New?

Improved Table window refresh behavior
When I save, focus remains on the last table row that was edited
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List page Whats New?

Improved List Page window refresh behavior
When I save a record and go back to the List the result set List, is still in the state I left it until I hit refresh. Records that have been touched are Italicized to indicate they have changed
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Heads down data entry (Asynchronous Validation) Whats New?

Enabled heads down data entry (asynchronous validation)
Errors requires a change Warning requires change or accept Question requires user feedback
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I can enter data at my own pace, pace and address errors and warnings when I want to
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Browser Zoom Enabled Whats New? Users can zoom in (ctrl+) or zoom out (ctrl-) of application screens (or ctrl 0 to
return to standard view. t t t d d i
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Faster Date Time Look Up Whats New? Faster date/time look up (new calendar control)
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Rich-text editor. Whats New?

Rich-text editor (can format text the way they want to see it) in Long Descriptions, Communication Templates and Displays in BIRT reports
Flexible Fonts
Bold, Italics, Underline, etc. Character Sizes Bullets Colors and Highlighting URL links Supports copy/paste from Word, etc.
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Rich-text editor - Displays in reports
Enabled Rich Text Formats to display in BIRT Reports
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Application Export/Import Whats New?

Application Export/Import can be configured through the UI User can UI.
export a result set of records, make a series of quick changes within excel, xml, etc. and then import back to Maximo (bulk maintenance or loading small sets of new records)
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Application Export/Import Screen Shot Example
Export/Import toolbar buttons p p

Added through Object structures Controlled through Security Imported data is validated through business logic Able to run in Preview mode
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Accomplish your work while you stay in the product Information content improvements made to complex areas of product Included links to relevant topics for more information
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Search with highlighting
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Maximo 7.5 Planned Platform Upda es a o 5 a ed a o Updates

Updated:
Operating Systems AIX 7.1 RHEL 6 Database DB2 9.7 DB2 9.8 Application Servers Websphere Server 7 Weblogic Server 10.3 g LDAP Tivoli Directory Server 6.3 Windows Server AD 2008 R2
Deprecated:
Operating Systems AIX 5.3 RHEL 3 RHEL 4 SLES 9 All Linux 32 bits flavors Database DB2 8.2 DB2 9.1 Application Servers WebSphere 6.1
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Maximo 7.5
What's New in Maximo Asset Management, Version 7.5 Application Enhancements

Assets Chart of Accounts Database Configuration g Inventory Inventory Usage (New) Invoices Item Master Job Plans Labour Rate Contracts Organizations People Preventive Maintenance Purchase Orders Purchase Requisitions Receiving Request for Quotations Shipping Work Order Tracking Linear Assets (Add-on Option)
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Whats New in Assets? Overview

In Assets, you can view outstanding work and Ticket information on a separate y g p tab. Pressing the View Detail button gives more information.
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What s Whats New in Inventory? Overview

You can create hard reservations or soft reservations of inventory items and tools, based on the importance of the inventory requirement. In View/Edit Consignment Details, you can specify consignment items in inventory stock and enter consignment vendor details for inventory items and tools. You can also specify that an tools invoice is created when consignment items are consumed. You can apply last-in-first-out (LIFO) and first-in-first-out (FIFO) costing methods to inventory records.
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Inventory - Hard a d So Reservations e oy a d and Soft ese a o s Whats New?

You can create hard reservations or soft reservations of inventory items and tools, based on the importance of the inventory requirement. Note: A hard reservation is a request for materials that is defined by the need for an item within a specific timeframe.
Note: A soft reservation is a request for materials that is not subject to a timeframe. You can create a soft reservation to ensure that the item or tool is available for issue at any ti i t time th t it is needed. that i d d
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Inventory - Hard and Soft Reservations Screen Shot Example

When creating a material reservation on a work order you can define it as HARD or SOFT or AUTOMATIC
AUTOMATIC reservations will make the required date Mandatory. The Reservation created will be APHARD or APSOFT depending on the Date entered.
Inventory - Hard and Soft Reservations - Screen Shot Example
This item has two Hard Reservations (HARD) (one with and one without a required date. Where no date is specified, the required date defaults to the target start date of the work order) This item has a Soft Reservation (APSOFT) create by an Automatic Reservation with a Required Date that is set one year ahead which moves it outside a preset timeframe)
Inventory - Improvements to Consignment Functionality
Whats New?
In View/Edit Consignment Details, you can specify consignment items in inventory stock and g ,y p y g y enter consignment vendor details for inventory items and tools. You can also specify that an invoice is created when consignment items are consumed. . Note: The consignment items are located in a local storeroom, and are considered part of the consignment inventory. Consignment items are owned by external Consignment vendors. You can keep consignment items in your storeroom, and pay for those types of items when you use them them. This functionality allows you to create an g you invoice for the consignment items y have consumed
Inventory - Consignment Details Screen Shot Example
Invoices for consignment items are generated in one of three ways: By Consumption - Automatically when the item is consumed from the storeroom. By Frequency Using a Cron task to generate the invoice Manually - You generate an invoice manually.
Inventory - LIFO and FIFO Inventory Costing Methods Whats New?

You can apply last-in-first-out (LIFO) and first-in-first-out (FIFO) costing methods to inventory records.
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Inventory - LIFO and FIFO Inventory Costing Methods

Note: LIFO and FIFO costing is more precise than other costing methods. You can monitor the value of your inventory stock based on actual receipt costs The costing method that you apply costs. is used whenever an inventory transaction occurs. Last-in-first-out costing (LIFO) uses the receipt cost of items that are the newest in stock. First-in-first-out costing (FIFO) uses the receipt cost of items that are the oldest in stock.
Benefit Examples: Prices generally rise over time because of inflation. As a result, the older inventory items in stock can decrease in value. Under the FIFO costing method, as the older and cheaper goods are sold, the newer and more expensive goods remain as assets to the company. A company that uses the LIFO costing method sells the most expensive (newest) inventory stock first As profits are decreased, the company benefits from a lower first. decreased rate of tax.
Inventory - LIFO and FIFO Inventory Costing Methods Screen Shot Example
Setting Cost Methods at Site Level

Inventory - LIFO and FIFO Inventory Costing Methods Screen Shot Example
1 2
Each item in stock can be issued using a different costing method if required.
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Inventory - Inventory Usage (New application) Whats New?

The Inventory Usage application replaces the Issues and Transfers application. You can create inventory usage records to track the issue, transfer, and return of inventory items within and across organizations. You can monitor the balances of inventory items and tools in storerooms and bins. You can transfer inventory items or tools between storerooms within an organization by creating shipment records.
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Inventory Usage (New application) Screen Shot Example

Offers greater functionality including Staging and Shipping
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Whats New in Invoices? a s e o ces Overview

Y can create an invoice with purchase order sites th t are diff You t i i ith h d it that different from the site from tf th it f which the invoice is generated. The invoice must be associated with the same organization as the purchase order sites. g payment invoices can be g generated, either manually or automatically, for , y y, Consignment p y financial transactions that occur when consignment items are consumed from a storeroom. When an original invoice contains errors, such as unit cost mistakes, you can replace the original invoice by reversing it. The replacement for the original invoice contains the updated information. information You can view lines for services or items received that are not invoiced, and view lines that are invoiced. You can add lines to an invoice for services or items received that are not invoiced. The Default Table Data area is added to the Invoice Lines tab. If you have records that are associated with invoices, such as purchase orders, contracts, q quotations, y can view these records. The View Related Records option , you p and requests for q provides you with a comprehensive look at all of the data that is related to invoices.
Invoice lines from other Sites Whats New?

You can create an invoice with purchase order sites that are different from the site from which the invoice is generated. The invoice must be associated with the same organization as the purchase order sites.
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Consignment Invoices Whats New?

Consignment payment invoices can be generated either manually or automatically for generated, automatically, financial transactions that occur when consignment items are consumed from a storeroom.
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Reverse Invoices Whats New?

Wh an original i When i i l invoice contains errors, such as unit cost mistakes, you can replace th i t i h it t i t k l the original invoice by reversing it. The replacement for the original invoice contains the updated information.
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Reverse Invoices Screen Shot Example
Thi function creates a new Reversal I This f ti t R l Invoice using th d t il f i i the details from th original i the i i l invoice i
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The new invoice is of type REVINVOICE and contains minus values in the Invoice Lines
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Original Invoice references new Invoice and is set at a status of REVERSED
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Viewing non invoiced lines option Whats New?

Y can view li You i lines f services or it for i items received th t are not i i d that t invoiced, and view li i d d i lines th t that are invoiced. You can add lines to an invoice for services or items received that are not invoiced.
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Default Table Data Whats New?

Th D f lt T bl D t area i added t th I The Default Table Data is dd d to the Invoice Li i Lines t b tab.
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Viewing related records for Invoices Whats New?

If you have records that are associated with invoices, such as purchase orders, contracts, and requests for quotations, you can view these records. The View Related Records option provides you with a comprehensive look at all of the data that is related to invoices.
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What s Whats New in Item Master? Overview

You can specify the issue cost type that is associated with an item when you add items to a storeroom, such as LIFO and FIFO cost types. You can specify the stock category for an item, to identify stocked items, non-stocked items, and special order items items. You can specify that selected items are part of the consignment inventory, and that they are paid for when they are consumed. You can specify the percentage of items that can be received over the amount ordered in the initial agreement. You can specify items as tax-exempt.
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Adding Items and defining Cost Type as LIFO or FIFO Whats New?
You can specify the issue cost type that is associated with an item when you add items to a storeroom, such as LIFO and FIFO cost types.
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Defining Stock Type when adding Items Whats New?

You can specify the stock category for an item, to identify stocked items, non-stocked items, and special order items.
Note: This functionality was part of adding an item to a storeroom in Maximo 7.1 The Stock Category field had been removed from the Add Items to Storeroom screen and is now in the Item Organization Detail screen. Stock Type is therefore a true representation of stock category.
Making an Item part of a Consignment. Whats New?

You can specify that selected items are part of the consignment inventory, and that they are paid for when they are consumed consumed.
When Adding Items to a Storeroom you can make the items part of a consignment and add consignment details
Receipt Tolerance Whats New?
You can specify the percentage of items that can be received over the amount ordered in the initial agreement.
A receipt tolerance sets a limit for the quantity or the amount that can be invoiced for a service line item or a standard service line item.
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Receipt Tolerance Screen Shot Example
When creating a Purchase Order, the Receipts Tolerance is shown at the bottom of the PO Lines detail.
The tolerance percentage is converted into a tolerance quantity and amount on the po line,
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Receipt Tolerance Screen Shot Example
When Receiving an ordered item, if the quantity or the amount of the line item received exceeds the receipt tolerance set for that item, a warning is received instructing you to accept the upper tolerance quantity or cancel and return to enter the ordered amount amount.
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Tax Exempt Items Whats New?

You can specify items as tax-exempt.
Clicking this box will make the item tax exempt at Organization and Vendor Level.
Whats New in Job Plans? Overview

You can track owner groups by specifying assigned owner groups in job plan records records.
The person or person group who will be responsible for the work order created with this job plan
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Whats New in Co ac s a s e Contracts?

Overview
You can view and specify premium pay rate codes in labour rate contracts records.
This new table shows the related pay codes

Whats New in Organizations?

Overview part 1
Multiple Shipping Addresses Multiple Tax codes to a work order record to facilitate tax calculation. Specify the default stock category that applies to item records. The Allow Receipts and Invoices option is added to PO Options. The Allow Cost and Tax Adjustments option is added to PO Options. In Purchasing Options > Tax Options, you can specify the order in which tax codes are used. In Purchasing Options > Invoice Options, you can specify whether you want the financial g p p ,y p y y period validated each time that an invoice is saved. In Purchasing Options > Invoice Options, you can specify whether you want the G/L Posting Date field to be updated with the date in the Invoice Date field. I P In Purchasing Options > Invoice Options, f consignment types of invoices, you can specify h i O ti I i O ti for i tt fi i if the maximum number of lines that can be included on the invoice for a specific vendor.
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Whats New in Organizations?

Overview part 2
In Inventory Options, Transfer Options are added. You can specify whether shipment records or purchase orders are required for transferring inventory items. In Inventory Defaults, you can choose to automatically create usage documents for new reservations. In Inventory Options > Inventory Costs, the LIFO Cost and FIFO Cost options are added. You can now specify LIFO or FIFO as the issue cost type for inventory items. In Work Order Options > Other Organization Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders You can apply this setting orders. to organizations and to sites.
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What s Whats New in People? Overview

You can associate a person record with a commodity group, and you can edit commodity codes. You can specify details for a person-commodity association, such as the organization, the site, site and the storeroom storeroom.
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People Whats New?

You can associate a person record with a commodity group, and you can edit commodity codes. codes You can specify details for a person-commodity association, such as the organization, the site, and the storeroom.
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What s Whats New in Preventive Maintenance? Overview

You can generate forecasts for preventive maintenance records. Forecasts are based on the records frequency criteria specified on the Frequency tab, and seasonal information. The generated forecast can be viewed on the Forecast tab of the Preventive Maintenance application. You can track owner groups by specifying assigned owner groups in preventive maintenance records. . i t d
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Preventative Maintenance Forecasting Whats New?

You can generate forecasts for preventive maintenance records. Forecasts are based on the frequency criteria specified on the Frequency tab, and seasonal information. The generated forecast can be viewed on the Forecast tab of the Preventive Maintenance application.
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Preventative Maintenance Owner Groups Whats New?

Y can t k owner groups by specifying assigned owner groups i preventive You track b if i i d in ti maintenance records
The person or group who will be responsible for the work order generated from this PM.
What s Whats New in Purchase Orders? Overview

You can revise purchase orders. Each time that you create a purchase order, a revision number is generated, starting with 0. When you revise a purchase order, the purchase order number does not change. Removed the Create Change Orders option. The Create Change Orders option was replaced by the Revise PO option, available from the Select Action menu. The Allow Receipts and Invoices option is added to the PO Revise window. The default for this option is that receipts and invoices are processed while the purchase order is being revised. While you are updating a purchase order, you can bypass the validation of revisions to the associated contract. contract You can then approve the purchase order. You must have the appropriate security privileges to order use this option. If you have been granted access, the Bypass Contract Revision on PO Approval check box shows on the PO tab. You can specify the order in which tax codes are used to calculate the amount of tax that is due. If you have records th t are associated with purchase orders, such as i h d that i t d ith h d h invoices, contracts, and requests i t t d t for quotations, you can view these records. The View Related Records option provides you with a comprehensive look at all of the data that are related to purchase orders. A read-only Consignment check box is added to the PO line record, to indicate whether the item is a consignment item. If the check box is selected, the item cannot be included on an invoice item selected invoice.
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Purchase Orders - Revisioning Whats New?

Y can revise purchase orders. E h ti You i h d Each time th t you create a purchase order, a revision that t h d i i number is generated, starting with 0. When you revise a purchase order, the purchase order number does not change.
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Purchase Orders Removal of Change Option Whats New?

R Removed th Create Change O d d the C t Ch Orders option. Th C t Ch ti The Create Change O d Orders option was ti replaced by the Revise PO option, available from the Select Action menu.
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Purchase Orders Allowing Receipts Whats New?

The Allow Receipts and Invoices option is added to the PO Revise window. The default for this option is that receipts and invoices are processed while the purchase order is being revised.
The default for this option is that receipts and invoices are processed against a purchase order while the purchase order is being revised. The previous revision of the purchase order stays in APPR (Approved) status until the new revision of the purchase order is approved If this check box approved. is cleared, receipts and invoices are not processed for purchase orders that are being revised. The previous revision of the purchase order goes into HOLD status until the new revision of the purchase order is approved.
Purchase Orders Bypass the Validation of Revisions Whats New?

While you are updating a purchase order, you can bypass the validation of revisions to the associated contract You can then approve the purchase order You must have the contract. order. appropriate security privileges to use this option. If you have been granted access, the Bypass Contract Revision on PO Approval check box shows on the PO tab.
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Purchase Orders Tax Codes Whats New?

You can specify the order in which tax codes are used to calculate the amount of tax that is due. due
The order in which tax codes are used to calculate the amount of tax that is due
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Purchase Orders View Related Records Whats New?

If you have records that are associated with purchase orders, such as invoices, contracts, and requests for quotations you can view these records The View Related Records option quotations, records. provides you with a comprehensive look at all of the data that are related to purchase orders
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Purchase Orders Consignment Items Whats New?

A read-only Consignment check box is added to the PO line record, to indicate whether the item is a consignment item If the check box is selected the item cannot be included on an item. selected, invoice.
Indicates whether the transaction was created for a consignment item
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What s Whats New in Purchase Requisitions? Overview

You can view related records for purchase requisitions that are associated with records such p q as invoices, contracts, and requests for quotations.
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What s Whats New in Receiving? Overview

You can void receipts for transactions that occurred in error. You can return rotating assets and direct-issue items to vendors. You can choose to accept or to return materials or services that are received in excess of the ordered quantity. If you have records that are associated with receipts, such as invoices, contracts, and requests for quotations, you can view the related records.
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Receiving Void Receipts Whats New?

You can void receipts for transactions that occurred in error. p
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Receiving Return o Rotating Assets ece g e u of o a g sse s Whats New?

You can return rotating assets and direct-issue items to vendors vendors.
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Receiving Return Excess Materials and Services Whats New?

You can choose to accept or to return materials or services that are received in excess of the ordered quantity.
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Receiving Viewing Related Records ece g e g e a ed eco ds Whats New?

If you have records that are associated with receipts such as invoices contracts and receipts, invoices, contracts, requests for quotations, you can view the related records.
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What s Whats New in Request for Quotations? Overview

A quotation from a vendor shows in the currency of the vendor The cost of the quotation vendor. line is converted to the base currency. You can then compare the cost of the item in the base currency from all vendors from whom you received quotations.
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What s Whats New in Shipment ? Overview

Shipment Receiving (New) The Shipment Receiving application is added to the Inventory module and the Purchasing module. You can create shipment receipt records to log the receipt of transferred inventory items at the destination storeroom storeroom. You can monitor the balance of items received and adjust the totals and status in inventory usage records. You can specify that an inspection is required upon receipt of inventory items and give an inspection status to shipment item records. You can void shipment receipt records.
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S p e Shipment - A New Application e pp ca o Whats New?

Shi Shipment Receiving (N ) Th Shi tR i i (New) The Shipment R t Receiving application i added t th I i i li ti is dd d to the Inventory t module and the Purchasing module.
Note: In a large organization, you can transfer inventory items or tools between storerooms within the same site or across sites and organizations and track their delivery. You create shipment receipt records to acknowledge the receipt of transferred items and p p g p update inventory balances at the destination storeroom. .
S p e Shipment - Creating a S p e Receipt C ea g Shipment ece p Whats New?

You can create shipment receipt records to log the receipt of transferred inventory items at p p g p y the destination storeroom.
Note: You create shipment receipt records to log information such as the quantity of items that were received, the date the items were received, and the destination storeroom for the shipment.
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S p e Shipment - Creating a S p e Record Screen Example 1 C ea g Shipment eco d Sc ee a pe
Create a Shipment record in Inventory Usage and set status to Staged or Shipped
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S p e Shipment Shipment Receipt Screen Example 2 S p e ece p Sc ee a pe
In Shipping Receiving Receive the shipped items
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S p e Shipment Receiving a d adjus g ba a ce o items ece g and adjusting balance of e s Whats New?
You can monitor the balance of items received and adjust the totals and status in inventory usage records.
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S p e Shipment Whats New?

You can specify that an p y inspection is required upon receipt of inventory items and give an inspection status to shipment item records. p
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S p e Shipment Receiving - Voiding a s p e receipt ece g o d g shipment ece p Whats New?

You can void shipment receipt records.
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What s Whats New Work Order Tracking ? Overview

You can view more cost data for work orders and work packages. You can view internal and external labour costs and you can monitor whether actual costs exceed planned costs. You can specify assigned owner groups. You can view the current direct issue material status and the current storeroom material status for a work order. You can also view the material status for a work order package hierarchy and see when the status was last updated. You can use a new Update Material Status pushbutton to refresh the status update information and get an immediate result. In Change Work Order Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders. You can allocate work to be carried out a repair facility.
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What s Whats New in Work Order Tracking? Overview

You can view more cost data for work orders and work packages. You can view internal and external labour costs and you can monitor whether actual costs exceed planned costs.
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You can specify assigned owner groups. Note: In previous versions, first an Owner Group is assigned a new record. Then, someone from that group assigns the owner or takes ownership. When either value is changed, the other value is set to empty (cleared). The work order (or ticket) history shows ticket ownership going from Owner to Owner Group or reverse. This was designed for queuing, where both the Owner and Owner Group together indicated the current ownership. Because many customers have owners that belong to multiple owner groups, they want to clearly represent the group ownership at all times, and to be able to track all ownership changes. Specifically, as the WO record (or ticket) changes owner, the owner group should be tracked. Note: A new attribute was added, Assigned Owner Group, that keeps track of the Owner Group Assigned Group , value. It is updated with and keeps track of group information. The new Assigned Owner Group field is used to display the actual group ownership. The behavior of the current Owner and Owner Group fields remain unchanged, they continue to be mutually exclusive.
Assigned Owner Group Screenshot Example
Note: With the EAM installation, the Assigned Owner Group field is not exposed in the UI by default. However, when SRM or CCDMB is installed, then it is exposed to Ticket and WO-related applications
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You can view the current direct issue material status and the current storeroom material status for a work order You can also view the material status for a work order package order. hierarchy and see when the status was last updated. You can use a new Update Material Status pushbutton to refresh the status update information and get an immediate result.
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In Change Work Order Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders
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Repair Facilities Screen Shot Example
Site for the Work Order and Asset
Site where the work is done
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What s Whats New for System Admin and Interfacing? Overview

Web Service Interactions A Maximo User Interface to provide users with an easier way to communicate between different software applications. Provided in addition to the Maximo Integration Framework. Automation Scripting An added ability to rapidly extend Maximo applications Migration Manger - Improved usability of the Migration Manager application
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Web Services Whats New?

Web Service Interactions A Maximo User Interface to provide users with an easier way to p y to communicate between different software applications. Provided in addition to the Maximo Integration Framework
Added function in Tivolis Process Automation Engine fix pack 7116 Addresses gap in integration framework Limited ability to consume web services in an application context Two new applications: Create Interactions Interactions Supports only WSDL 1.1 based Web services
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Interactions application flow
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What s Whats New in Web Services?

Points to Note about Web services Interactions and traditional MEA
Web service Interactions do not replace MEA-based integrations Web service integrations are not used for data loading (such as batch or queuebased) or any f b d) form of b lk d t processing f bulk data i Web service Interactions are meant for UI-driven integrations y y Web service Interactions are meant for scenarios where costly synchronization with full MEA capabilities is not required
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Automation Scripting Whats New?

Ability to rapidly extend packaged applications Typical user challenges Limited to no Java skills; avoid Java-based development ; p Reduce system downtime across the product environments Primary customization areas B i Business object extensions bj i Field validations Workflow / Escalation actions Driven by customer and exploiter requirements Maximo Advisory Council IBM Service Management product family
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What is a script?
Short pieces of code Simplified programming model Usually used to glue or extend applications Usually interpreted (vs. compiled Java or C/C++) Example: if purchaseprice>=100.0: vendor_required=True else: vendor_required=False replacecost=purchaseprice/2
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Why scripting?
Java skills considered onerous Java customizations increase IT costs J Java/JEE developers /JEE d l API knowledge/compatibility Performance/functionality issues Build process for WAR, EAR, JAR files Server shutdown / re-starts Scripting promotes simplified programming model Scripting is completely dynamic (no server re-starts) Maximo Advisory Council feedback Embed scripting capability in Maximo Tivoli Service Management driven requirements Automation workflows and actions for provisioning, management, deprovisioning
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Automation Scripts application

Go To->System Configuration->Platform Configuration->Automation Scripts g p Security Group MAXADMIN granted access to the application out of the box Standard power application with four tabs Sta da d po e app cat o t ou List Automation Script V i bl Variables Launch Points
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Terminology
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TPAE definition and usage advice

Definition of TPAE Tivoli's process automation engine is a component that p p g p provides the core functionality for IBM's Tivoli Integrated Service Management and Maximo products. It has a common installer and contains these capabilities: User interface framework Business objects framework Configuration tooling A core set of applications that support administration, system configuration, integration, and work flow. Add-on technologies, such as Web Replay and Tivoli Integration Composer, that grow over time
Source: https://w3.tap.ibm.com/w3ki/display/Tpae/Tpae%20Definition%20and%20Terminology%20Usage
TPAE definition and usage advice

Usage Use Tivoli's process automation engine in material that introduces the concept, such as marketing information, introductory topics, and the system info dialog. Note the use of possessive for Tivoli, which does not imply a branded p py product or component. p Do not use "Tivoli process automation engine". It is not approved by Tivoli Branding. Use process automation engine in all customer-facing information and product UIs (installer, messages, and so on.) instead of "Tivoli base services," which is not a valid term. Do not imply that the process automation engine is a product. product Use lowercase on process automation engine except in situations that normally call for initial capitals (such as a menu selection). Do not use any of these terms in current releases (past releases do not require changes): Tpae TPAE MBS Base Services base services Tivoli Base Services Maximo Base Services Tivoli process automation engine Never abbreviate Tivoli because it is a registered trademark of IBM. Where space is an issue, for example, in table columns, you may use "Tivoli's PAE" or "PAE." However, avoid abbreviations unless there is no other alternative.
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Upgrading to Maximo 7.5
Supported upgrade scenarios
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Industry solution and add-on product version prerequisites
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Please note:
IBMs statements regarding its plans, directions, and intent are subject to change or withdrawal at IBMs sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains , g y y p at our sole discretion.
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Backup Slides
Reporting
What s Whats New in Reporting? Overview

BIRT Reporting and Cognos Support Give the User the ability to copy an Ad Hoc Report and Edit it (add/delete fields) as needed. Implement Report Schedule Limits by Security Group Direct Print with Attachments property added in V6. Equivalent Property value added for BIRT in V7. Enable localization of Report Object Structures (ROS) Values - Cognos Packages as seen to the end user within Report Studio or Query Studio pdf, Enable report emails to be sent via links instead of pdf xls attachments (new Report Viewer application) Report Schedule Limits Report Administration Report Enable Rich Text Formats to display in BIRT Reports Enable direct launch to Cognos from applications Additions/Deletions of Report Design files to provide continued value-add for clients (updated for 7.x application enhancements)
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Maximo Open Report Architecture p p
V7 Reporting
Embedded
Integration
Integration
Integration
Integration
Externalized
BIRT (free)
Cognos Reporting 8
Tivoli Common Reporting (free)
Business Objects XI Enterprise
External Report Integration
Open Database Platform
DB2
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Maximo 7.5
Whats New in C a o Accounts? a s e Chart of ccou s Overview

You can create general ledger account structures that are specific to organizations in your enterprise. You can specify active dates and expiration dates for general ledger accounts, so that they can be used within a set period only only.
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Enhancements to Help Whats New?

The overall objective toward the enhancements to Help is to allow the user to accomplish their work while staying in the product
Feature
Technical T h i l content of the t t f th product is now in one information center and installed on the customer network A single search for all products
Benefit
Permits better access to a more complete P it b tt t l t library of information.
All help for all Service Management products available in one place!
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GL Account Structure Screen Shot Example

You can create general ledger account structures p that are specific to organizations in your enterprise.
Note: This replaces the GL Account Configuration function previously found in the Database Configuration Application
Chart of Accounts Expiration Dates Screen Shot Example

You can specify active dates and expiration dates for general ledger accounts, so that they can be used within a set period only.
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Whats New in Database Co gu a o a s e a abase Configuration? Overview

You can now specify up to 27 different tax types
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Database Configuration Additional Tax Types

Note: A tax type corresponds to a kind of tax, for example, to a city sales tax. Previously only 5 different tax types could be specified as shown in this view of Maximo 7.1
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Additional Tax Types Screen Shot Example
Update Tax Data is used to create the configuration changes to the database The Add Tax Options is used to add new tax types.
Additional Tax Types Screen Shot Example

This is the add/modify tax type option -
The number of Tax Types is changed here

Additional Tax Type Screen Shot Example

After applying the configuration changes in DB Admin Mode, the Update Tax Data option, will update the database tables with the changes.
The new Tax Type will be added to the Tax Options screen in Organizations.
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Organizations - Multiple Shipping Addresses

You can enter multiple shipping addresses and multiple billing addresses for sites in an organization, and specify which addresses are used by default for each site. During the purchasing and shipping processes, you can easily filter addresses by their shipping or billing attributes attributes.
New Table to allow multiple billing addresses
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Organizations Default Stock Type

You can specify the default stock category that applies to item records.
New Default field for stock type
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Organizations Allow Receipts and Invoices option

The Allow Receipts and Invoices option is added to PO Options. The default for this option is that the Allow Receipts and Invoices check box in the Revise PO window in the Purchase Orders application is selected. When selected, receipts and invoices are processed while the purchase order is being revised
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Organizations Allow Cost and Tax Adjustments

The Allow Cost and Tax Adjustments option is added to PO Options. If you select this option, you can modify the unit cost, the line cost, and the tax cost for purchase order line items during PO revision.
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Organizations Purchase Options Tax Options

In Purchasing Options > Tax Options, you can specify the order in which tax codes are used.
The order in which tax codes are used to calculate the amount of tax that is due
Organizations Purchase Options Invoice Options - 1

In Purchasing Options > Invoice Options, you can specify whether you want the financial period validated each time that an invoice is saved. Clear this option if you want the financial period validated when the invoice is approved.
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In Purchasing Options > Invoice Options, you can specify whether you want the G/L Posting Date field to be updated with the date in the Invoice Date field.
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In Purchasing Options > Invoice Options, for consignment types of invoices, you can specify the maximum number of lines that can be included on the invoice for a specific vendor.
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Organizations Inventory Options Transfer Options - 1

In Inventory Options, Transfer Options are added. You can specify whether shipment records or purchase orders are required for transferring inventory items.
Indicates whether a shipment record is required to transfer inventory items it
Indicates whether a purchase order is required to transfer inventory items
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Organizations Inventory Defaults Usage Documents

In Inventory Defaults, you can choose to automatically create usage documents for new reservations
Need further explanation ???
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Organizations Inventory Options LIFO and FIFO

In Inventory Options > Inventory Costs, the LIFO Cost and FIFO Cost options are added. You can now specify LIFO or FIFO as the issue cost type for inventory items.
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Organizations Work Order Options Ignore Item Availability

In Work Order Options > Other Organization Options, you can specify whether to ignore the availability of storeroom materials and direct issues for work orders. You can apply this setting to organizations and to sites.
Applies to Organizations
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Applies to Sites

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What's New in Maximo Asset Management, Version 7.

2011 IBM Corporation

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Maximo 7.5 Technical Platform

Whats New can be split into:

System Admin and Interface Enhancements

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In more deta o e detail:

Performance Improvements Planned Platform Updates Reporting

Detailed Functional Improvements

System Admin and Interface Enhancements

Migration Manager g g Enhancements Scripting (new) Web Service Interactions

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Hard/Soft Reservations Transfer via

New or enhanced applications are shown in white text

System Admin and Interface Enhancements

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What s Whats New for Usability Enhancements? Overview

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Table Window Whats New?

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List page Whats New?

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Heads down data entry (Asynchronous Validation) Whats New?

Smartfill requires user feedback Draft 7

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Rich-text editor. Whats New?

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Rich-text editor - Displays in reports

Enabled Rich Text Formats to display in BIRT Reports

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Application Export/Import Whats New?

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Application Export/Import Screen Shot Example

Export/Import toolbar buttons p p

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Search with highlighting

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Maximo 7.5 Planned Platform Upda es a o 5 a ed a o Updates

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What's New in Maximo Asset Management, Version 7.5 Application Enhancements

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Whats New in Assets? Overview

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What s Whats New in Inventory? Overview

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Inventory - Hard a d So Reservations e oy a d and Soft ese a o s Whats New?

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Inventory - Hard and Soft Reservations Screen Shot Example

Inventory - Hard and Soft Reservations - Screen Shot Example

Inventory - Improvements to Consignment Functionality

Inventory - Consignment Details Screen Shot Example

Inventory - LIFO and FIFO Inventory Costing Methods Whats New?

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Inventory - LIFO and FIFO Inventory Costing Methods

Setting Cost Methods at Site Level

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Inventory - Inventory Usage (New application) Whats New?

What's New in Maximo 7.5

What's New in Maximo 7.5