IBM TIVOLI Maximo for Government User Manual - Companies (Gv) Actions

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Summary of TIVOLI Maximo for Government

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    Sc23-8765-00 release 6.1 maximo user’s guide addendum ibm maximo for government.

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    This edition applies to version 6, release 1 of ibm maximo for government and to all subsequent releases and modifications until otherwise indicated in new editions. Portions © 1996-2005, i-net software gmbh portions © 2007 intrinsyc software inc. And its licensors portions © 2001-2003 powerteam, in...

  • Page 3: Contents

    © copyright ibm corp. 2007 iii about this publication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Vii intended audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....

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    Iv ibm maximo for government: maximo user’s guide addendum create property upload files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 view property upload files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...

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    Contents v companies (gv) actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 create property transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...

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    Vi ibm maximo for government: maximo user’s guide addendum.

  • Page 7: About This Publication

    © copyright ibm corp. 2007 vii about this publication this section explains how this guide can help you to use ibm ® maximo ® for government (government). It also provides information about other ibm corporation resources available to you, such as additional documentation and support. Intended audie...

  • Page 8: Ibm Support

    Ibm support viii ibm maximo for government: maximo user’s guide addendum ibm support ibm software support provides assistance with product defects. Before contacting ibm software support, your company must have an active ibm software maintenance contract, and you must be authorized to submit problem...

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    Ibm support about this publication ix b by telephone: for the telephone number to call in your country, go to the contacts page of the software support handbook : techsupport.Services.Ibm.Com/guides/contacts.Html . If the problem you submit is for a software defect or for missing or inaccurate docum...

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    Ibm support x ibm maximo for government: maximo user’s guide addendum.

  • Page 11: Government Features

    © copyright ibm corp. 2007 1 ibm maximo for government is a federal acquisition regulation (far) compliant system that can manage government-furnished property in the hands of contractors for the support of department of defense and nasa contracts. Ibm maximo for government contains two new applicat...

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    2 ibm maximo for government: maximo user’s guide addendum assets (gv) ! Associate an asset with a government agency owner and contract. ! Create property transactions for an asset. ! Display the property history of an asset. ! Capture, assign, and mark uii information for an asset. ! Create and view...

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    Government features 3 the remaining chapters of this guide explain where you perform these activities. Issues and transfers (gv) ! Associate the issue or transfer of property with a government agency owner and contract. Storerooms (gv) ! Display property balances for a storeroom. ! Create property t...

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    4 ibm maximo for government: maximo user’s guide addendum.

  • Page 15: Tabs

    © copyright ibm corp. 2007 5 the administration module has one cloned application. This chapter provides an overview of new actions in that application. For more information about the application, see the help for the application. For more information about standard maximo applications, see the ibm ...

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    Organizations (gv) application 6 ibm maximo for government: maximo user’s guide addendum to access these actions, select government options from the select action menu. For more information about these actions, see the organizations (gv) help. Property transaction definitions you use the property tr...

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    Organizations (gv) application 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. Government defaults dialog box.

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    Organizations (gv) application 8 ibm maximo for government: maximo user’s guide addendum.

  • Page 19: Assets (Gv) Application

    © copyright ibm corp. 2007 9 the assets module has two cloned applications. This chapter provides an overview of new tabs and actions in those applications. For more information about these applications, see the help for the applications. For more information about standard maximo applications, see ...

  • Page 20: Tabs

    Assets (gv) application 10 ibm maximo for government: maximo user’s guide addendum tabs the assets (gv) application has the following new tab: ! Property you use the property tab to display property records associated with an asset. For information about a field, place the cursor in the field and pr...

  • Page 21: Locations (Gv) Application

    Locations (gv) application assets module 11 assign / mark uiis you use the assign / mark uiis action to generate unique item identifiers (uiis) and uii marks. To access this action, select uiis > assign / mark uiis from the select action menu. Create property transactions you use the create property...

  • Page 22: Tabs

    Locations (gv) application 12 ibm maximo for government: maximo user’s guide addendum tabs the locations (gv) application has the following new tab: ! Property you use the property tab to display property records associated with a location. For information about a field, place the cursor in the fiel...

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    Locations (gv) application assets module 13 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 action, select property upload files > create property upload file...

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    Locations (gv) application 14 ibm maximo for government: maximo user’s guide addendum.

  • Page 25: Contracts Module

    © copyright ibm corp. 2007 15 the contracts module has one new application. This chapter provides an overview of the tabs and actions in that application. For more information about this application, see the help for the application. For more information about standard maximo applications, see the i...

  • Page 26: Tabs

    Government contracts (gv) application 16 ibm maximo for government: maximo user’s guide addendum tabs the government contracts (gv) application has the following tabs: ! List ! Contract ! Properties ! Contract lines ! Terms and conditions ! Property summary ! Property the list tab is part of most ma...

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    Government contracts (gv) application contracts module 17 contract lines tab you use the contract lines tab to add items to a contract. Contract lines tab terms and conditions tab you use the terms and conditions tab to associate terms and conditions with a contract. The fields on this tab appear on...

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    Government contracts (gv) application 18 ibm maximo for government: maximo user’s guide addendum government contracts (gv) actions the government contracts (gv) application has the following government-specific actions: ! Capture uiis ! Assign / mark uiis ! Create property transactions ! View proper...

  • Page 29: Inventory Module

    © copyright ibm corp. 2007 19 one the inventory module has four cloned applications. This chapter provides an overview of new tabs, fields, and actions in those applications. For more information about the applications, see the help for the application. For more information about standard maximo app...

  • Page 30: Inventory (Gv) Application

    Inventory (gv) application 20 ibm maximo for government: maximo user’s guide addendum inventory (gv) application you use the inventory (gv) application to track stocked, nonstocked, and special order items. You can track item balances, and vendors who supply items, down to the bin and lot level for ...

  • Page 31: Item Master (Gv) Application

    Item master (gv) application inventory module 21 for more information about these actions, see the inventory (gv) help. Add property record you use the add property record action to associate an item and storeroom with a government contract and custodian. Create property transactions you use the cre...

  • Page 32: Item Master (Gv) Actions

    Item master (gv) application 22 ibm maximo for government: maximo user’s guide addendum item tab the item tab has the following government-specific fields: ! Property class ! Nsn ! Acquisition cost property tab you use the property tab to display property records associated with an item. For an exam...

  • Page 33: Tabs

    Issues and transfers (gv) application inventory module 23 issues and transfers (gv) application you use the issues and transfers (gv) application to issue, return, and transfer inventory. Tabs the issues and transfers (gv) application has the following enhanced tabs: ! Issue ! Transfer out ! Transfe...

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    Issues and transfers (gv) application 24 ibm maximo for government: maximo user’s guide addendum transfer out tab the 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...

  • Page 35: Storerooms (Gv) Application

    Storerooms (gv) application inventory module 25 transfer in tab issues and transfers (gv) actions the issues and transfers (gv) application has no government-specific actions. Storerooms (gv) application you use the storerooms (gv) application to add and maintain information about storeroom location...

  • Page 36: Storerooms (Gv) Actions

    Storerooms (gv) application 26 ibm maximo for government: maximo user’s guide addendum storerooms (gv) actions the storerooms (gv) application has the following government-specific actions: ! Create property transactions ! View property history ! Create property upload files ! View property upload f...

  • Page 37: Personal Property (Gv)

    © copyright ibm corp. 2007 27 the personal property (gv) module has one new government-specific application. This chapter provides an overview of the tabs and actions in that application. For more information about the application, see the help for the application. For more information about standar...

  • Page 38: Tabs

    Personal property (gv) application 28 ibm maximo for government: maximo user’s guide addendum tabs the personal property (gv) application has the following tabs: ! List ! Property the list tab is part of most maximo applications. For more information about this tab, see the ibm maximo user’s guide a...

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    Personal property (gv) application personal property (gv) module 29 capture uiis you use the capture uiis action to capture uid information for an asset. To access this action, select uiis > capture uiis from the select action menu. Assign / mark uiis you use the assign / mark uiis action to generat...

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    Personal property (gv) application 30 ibm maximo for government: maximo user’s guide addendum edit property transaction reports you use the edit property transaction reports action to add or remove transactions from a uid report and edit the details of transactions in a uid report. To access this ac...

  • Page 41: Companies (Gv) Application

    © copyright ibm corp. 2007 31 the purchasing module has two cloned applications. This chapter describes the new tabs, fields, and actions in those applications. For more information about these applications, see the help for the applications. For more information about standard maximo applications, ...

  • Page 42: Tabs

    Companies (gv) application 32 ibm maximo for government: maximo user’s guide addendum tabs the companies (gv) application has the following new or enhanced tabs: ! Company ! Property (new) for information about a field, place the cursor in the field and press alt + f1. Company tab the company tab ha...

  • Page 43: Companies (Gv) Actions

    Receiving (gv) application purchasing module 33 companies (gv) actions the companies (gv) application has the following government-specific actions: ! Create property transactions ! View property history ! Create property upload files ! View property upload files for more information about these act...

  • Page 44: Tabs

    Receiving (gv) application 34 ibm maximo for government: maximo user’s guide addendum tabs the receiving (gv) application has the following enhanced tab: ! Material receipts the material receipts tab has the following government-specific fields: ! Contract ! Source ! Property class ! To custodian ! ...

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    Receiving (gv) application 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 the select action menu..

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    Receiving (gv) application 36 ibm maximo for government: maximo user’s guide addendum.

  • Page 47: People (Gv) Application

    © copyright ibm corp. 2007 37 the resources module has one cloned application. This chapter describes the new tab and actions in that application. For more information about the application, see the help for the application. For more information about standard maximo applications, see the ibm maximo...

  • Page 48: People (Gv) Actions

    People (gv) application 38 ibm maximo for government: maximo user’s guide addendum people (gv) actions the people (gv) application has the following government-specific actions: ! Create property transactions ! View property history ! Create property upload files ! View property upload files for mor...

  • Page 49: Government Database

    © copyright ibm corp. 2007 39 this chapter lists government-specific database tables and their columns. It also lists government-specific columns added to existing maximo database tables. Asset table assetcust table government database tables and columns 9 column required maxtype length plusruii 0 a...

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    40 ibm maximo for government: maximo user’s guide addendum companies table contract table plusruiiassetuid 0 upper 30 plusruiibaggtagg 0 upper 1 plusruiieid 0 upper 25 plusruiiiac 0 upper 25 plusruiilotbatch 0 upper 30 plusruiimark 0 aln 256 plusruiioriitemnum 0 upper 30 plusruiirenderdate 0 datetim...

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    Government database tables and columns 41 contractline table inventory table issuecurrentitem table item table plusrpropertyadmin 0 upper 30 plusrschedenddate 0 date 4 column required maxtype length column required maxtype length plusrclin 0 upper 12 column required maxtype length plusrgovbalance 1 ...

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    42 ibm maximo for government: maximo user’s guide addendum laborview table leaseview table 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 1 plusrparcontrac...

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    Government database tables and columns 43 leaseviewline table masterview table matrectrans table column required maxtype length plusrclin 0 upper 12 column required maxtype length plusrcapreceipts 1 yorn 1 plusrcontractadmin 0 upper 30 plusrcontractor 0 upper 12 plusrcontracttype 0 upper 25 plusrcus...

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    44 ibm maximo for government: maximo user’s guide addendum matusetrans table maxvarinput table plusrcontsumhead table plusrcontsummary table column required maxtype length plusrcontractnum 0 upper 8 plusrcustodianpersonid 0 upper 30 plusrpropertyclass 0 upper 25 plusrsource 0 upper 25 plusrtocustodi...

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    Government database tables and columns 45 plusrform table plusrformtrans table deletions 1 decimal 15 endingacqcost 1 decimal 15 endingquantity 1 integer 12 missinguiiacqcost 1 decimal 15 missinguiiquantity 1 integer 12 orgid 1 upper 8 plusrcontsummaryid 1 integer 12 propertyclass 1 upper 25 column ...

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    46 ibm maximo for government: maximo user’s guide addendum plusrgovcontract table column required maxtype length acceptanceloss 1 yorn 1 acceptperiod 0 integer 12 autoextendperiod 0 integer 12 buyahead 1 yorn 1 buyout 1 yorn 1 canaudit 1 yorn 1 casualtybuyout 1 yorn 1 casualtynotify 1 yorn 1 changeb...

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    Government database tables and columns 47 fob 0 aln 20 freightterms 0 aln 50 freightterms_longdescription 0 longaln 32000 hasinsurance 1 yorn 1 hasld 1 yorn 1 historyflag 1 yorn 1 includesmaint 1 yorn 1 inclusive1 1 yorn 1 inclusive2 1 yorn 1 inclusive3 1 yorn 1 inclusive4 1 yorn 1 inclusive5 1 yorn...

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    48 ibm maximo for government: maximo user’s guide addendum periodicpaymnt 0 amount 10 plusrcapreceipts 1 yorn 1 plusrcontractadmin 0 upper 30 plusrcontractor 0 upper 12 plusrcontracttype 0 upper 25 plusrcustomer 0 upper 12 plusrgfpreceipts 1 yorn 1 plusrparcontract 0 upper 8 plusrparcontractor 0 upp...

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    Government database tables and columns 49 plusrheader table plusrproperty table totalcost 0 decimal 10 transferwarranty 1 yorn 1 vendnotifyperiod 0 integer 12 vendor 0 upper 12 vendorrefnum 0 aln 12 vendtermallowed 1 yorn 1 warrantyduration 0 integer 12 warrantystart 0 date 4 column required maxtype...

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    50 ibm maximo for government: maximo user’s guide addendum plusrproptrans table memo 0 aln 254 np_quantity 0 decimal 15 orgid 1 upper 8 plusrpropertyid 1 integer 12 propertyclass 0 upper 25 quantity 1 decimal 15 siteid 1 upper 8 source 0 upper 25 tocontractnum 0 upper 8 tocustodian 0 upper 30 touser...

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    Government database tables and columns 51 enterpriseid 0 upper 25 fromparent 0 upper 12 fromprice 0 amount 10 frompropertyid 0 integer 12 fromsite 0 upper 8 fromstatus 0 aln 20 fromuii 0 aln 100 fromuiimark 0 aln 256 gfpcontractnumber 0 upper 8 gfppricontractcage 0 aln 9 gfppricontractduns 0 aln 9 g...

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    52 ibm maximo for government: maximo user’s guide addendum parentuii 0 aln 8 plusrproptransid 1 integer 12 plusruploadfileid 0 integer 12 poline 0 aln 8 ponum 0 upper 8 poptype 0 upper 15 primecontractor 0 aln 9 printed 1 yorn 1 quantity 1 decimal 15 rdyprint 1 yorn 1 receiveddate 0 datetime 10 repo...

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    Government database tables and columns 53 plusrtransaction table plusrtransextsys table plusrtransform table plusruiitemplate table uiitype 0 upper 25 unitofmeasure 0 upper 8 column required maxtype length column required maxtype length newassetstatus 0 aln 20 orgid 1 upper 8 plusrtransactionid 1 in...

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    54 ibm maximo for government: maximo user’s guide addendum plusrupload table plusruploadfile table plusruploadtrans table templatename 1 upper 25 uiitype 1 upper 25 column required maxtype length column required maxtype length orgid 1 upper 8 plusruploadid 1 integer 12 propertytransid 1 integer 12 s...

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    Government database tables and columns 55 plusrvheader table plusrvproperty table transpersonid 1 upper 30 uploadfileid 1 integer 12 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 recordcount 0 ...

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    56 ibm maximo for government: maximo user’s guide addendum plusrvupload table tocustodian 0 upper 30 touser 0 upper 30 transactiondate 0 datetime 10 transactionmemo 0 aln 254 transactionmemo_longdescription 0 longaln 32000 transactionname 0 upper 25 userpersonid 0 upper 30 column required maxtype le...

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    Government database tables and columns 57 purchview table newassetstatus 0 aln 20 orgid 1 upper 8 plusrpropertyid 1 integer 12 plusrproptransid 1 integer 12 plusrtransactionid 1 integer 12 plusrtransextsysid 1 integer 12 propertyclass 0 upper 25 quantity 1 decimal 15 siteid 1 upper 8 source 0 upper ...

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    58 ibm maximo for government: maximo user’s guide addendum serviceitems table toolinv table toolitem table transfercuritem table plusrparcontract 0 upper 8 plusrparcontractor 0 upper 12 plusrpricontractor 0 upper 12 plusrprimecontract 0 upper 8 plusrpropertyadmin 0 upper 30 plusrschedenddate 0 date ...

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    Government database tables and columns 59 warrantyview table warrantyviewline table plusrsource 0 upper 25 plusrtocustodianpersonid 0 upper 30 plusrtouserpersonid 0 upper 30 plusruserpersonid 0 upper 30 column required maxtype length column required maxtype length plusrcapreceipts 1 yorn 1 plusrcont...

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  • Page 71: Notices

    © copyright ibm corp. 2007 61 notices this information was developed for products and services offered in the u.S.A. Ibm may not offer the products, services, or features discussed in this document in other countries. Consult your local ibm representative for information on the products and services...

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    62 ibm maximo for government: maximo user’s guide addendum ibm may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exch...

  • Page 73: Trademarks

    63 trademarks the following terms are trademarks of international business machines corporation in the united states, other countries, or both: ibm aix db2 everyplace ibm.Com lotus maximo notes quickplace tivoli websphere adobe, the adobe logo, postscript, and the postscript logo are either register...

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    64 ibm maximo for government: maximo user’s guide addendum.