As part of Maximo’s capabilities to be configured and tailored to different business processes, there are options in the Organizations application. This is all part of the Maximo Data Structure, allowing certain data to be separated as well as allowing different sets of rules to be applied to the different data. We will continue this series with Purchasing options and cover several that are commonly utilized and call out the level at which they are applied.
Purchase orders involve the exchange of dollars outside your company. This sets them apart from most other options in Maximo and care must be exercised.
‘Close PR/RFQ when all PR/RFQ Lines have been copied to Pos or Contracts’ has been default behavior for many versions. This and all ‘Auto-Close’ capabilities are a convenience for most, but review your business process to make sure it works for you.
‘Allow the Generation of Special Order Items’ must be checked if you wish to create them. There is already a stock type for them under the stock type synonym domain, so if you want something other than SP, you can create that as a default in the Domains application.
‘Enable Option to Automatically Close PO’s on Invoice Approval’ – another ‘Auto-Close’ that needs scrutiny before implementing.
Your ability to capture tax in Maximo is extensive. A longer reference is here, but let’s start with a statement from help:
The requirements of your financial system determine how you specify the tax types, and also how many tax types you use. In the Tax Options window of the Organizations application, the default number of tax types that you can view is five. If your financial requirements dictate additional tax types, you can use the Database Configuration application to specify up to 27 different tax types. Each tax type can have any number of tax codes.
If your financial system uses one, you can specify a general ledger account for paid and unpaid taxes.
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Recommended links are below if you need to dig further into tax, including the hierarchy.
Multiple Tax Types: https://www.ibm.com/support/pages/setting-maximo-multiple-tax-types
Tax Defaults: https://maximosecrets.com/2020/07/27/tax-code-defaulting/
Tax Hierarchy: https://blog.certussolutions.com/blog/tax-code-defaulting-hierarchy-in-ibm-maximo
Workflow also has settings to consider. These options can be different for different sites, so select your site first before review / edit.
Maximo allows you the ability to set the workflow process to automatically initiate in certain cases. What is displayed indicates that Purchase Requisitions created by the Reorder process will go automatically into the PRSTATUS workflow.
Keep in mind, the list of workflow processes will only be populated with the Active processes for that application at the time; enablement will not be enough.
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