Organizations - Dialogs

Actions  | Dialogs  | Organization  | Addresses

Dialogs

Asset Options

Tab / Table / Section	Attribute	Remarks
	Record Asset History	Specifies whether Maximo records asset history when a work order status changes to COMPLETE or when it changes to CLOSED. Select the appropriate button.
		"On Change of Status to Complete" radio button
		"On Change of Status to Close" radio button
Linear Options
	Ignore history work orders on Start/End change	Indicates whether history work orders should be ignored when validating a modification to a linear asset's start or end measure.
	Propagate reference point measure changes	When a reference point measure changes, should the change be propagated to all records that reference it? This process can take a long time to complete.
Linear Visual Control Symbology
	Configure	Button to display JSON editor which configures the appearance of Linear object symbols in the Linear Visual Control display.
Linear Visual Control Message Configuration		Table {{Name, Description}, {Asset Specifications, Specification Layer for Linear Asset}, {Features, Feature Layer for Linear Asset}, {Features Specification, Feature Specification Layer for Linear Asset}, {Relationships, Relationship Layer for Linear Asset}, {Tickets, Ticket Layer for Linear Asset}, {Work Order Progress, Work Order Progress Layer for Linear Asset}, {Work Orders, Work Order Layer for Linear Asset}}
	Name	The name of the Maximo Linear Object
	Object	Name of the Maximo Linear business object
	Relationship	Relationship Name to the Object
	Label	The attributes that are displayed on the label of a segment. Use the Select field tools to specify attributes. Use the #{[-- and --]} tags to display only attributes that have defined values.
	Layer Balloon Tip Message	The attributes that are displayed in the balloon tip for a segment. Use the Select field tools to specify attributes. Use the #{[-- and --]} tags to display only attributes that have defined values.
	"OK" button
	"Cancel" button

Associate Properties

Tab / Table / Section	Attribute	Remarks
	Contract Type	Identifies the contract type
Properties		Table
	Property ID	Unique property identifier
	Description	Description of the property
	Data Type	Data type for the value of this property (ALN, YORN)
	Default Value	Property ID default value
	Editable	Could this property identifier be edited at the time of use?
	"OK" button
	"Cancel" button

Associate Terms and Conditions

Tab / Table / Section	Attribute	Remarks
	Contract Type	Identifies the contract type
Terms		Table with "New Row" and "Select Terms" button. "Mark Row for Delete" icon is available in every row.
Terms > Details		Section
	Term	Identifies terms and conditions
	Can Edit	Can this term be edited?
	"OK" button
	"Cancel" button

System Level

Tab / Table / Section	Attribute	Remarks
Autonumber		Table
Autonumber > Details		Section
	Autonumber Name	Autokey Name
	Seed	If you are creating a new autokey, enter the number you want to begin the autonumbering sequence with. If an autokey already exists for this field, the field shows the next number to be inserted by the autonumbering process. For example, in Organization Level autonumbering, if the last PR number entered by autonumbering in the Purchase Requsitions application was 1014, the seed for PR Number will be 1015.
	Prefix	You can enter a value to be inserted in front of each autonumber, for example PR to go in front of each autonumbered purchase requisition.
	"OK" button
	"Cancel" button

Set Level

Tab / Table / Section	Attribute	Remarks
Autonumber		Table
Autonumber > Details		Section
	Autonumber Name	Autokey Name
	Set	Set identifier can be Item Set identifier or Company Set identifier
	Seed	If you are creating a new autokey, enter the number you want to begin the autonumbering sequence with. If an autokey already exists for this field, the field shows the next number to be inserted by the autonumbering process. For example, in Organization Level autonumbering, if the last PR number entered by autonumbering in the Purchase Requsitions application was 1014, the seed for PR Number will be 1015.
	Prefix	You can enter a value to be inserted in front of each autonumber, for example PR to go in front of each autonumbered purchase requisition.
	"OK" button
	"Cancel" button

Organization Level

Tab / Table / Section	Attribute	Remarks
Autonumber		Table
Autonumber > Details		Section
	Autonumber Name	Autokey Name
	Seed	If you are creating a new autokey, enter the number you want to begin the autonumbering sequence with. If an autokey already exists for this field, the field shows the next number to be inserted by the autonumbering process. For example, in Organization Level autonumbering, if the last PR number entered by autonumbering in the Purchase Requsitions application was 1014, the seed for PR Number will be 1015.
	Prefix	You can enter a value to be inserted in front of each autonumber, for example PR to go in front of each autonumbered purchase requisition.
	"OK" button
	"Cancel" button

Site Level

Tab / Table / Section	Attribute	Remarks
Sites		Table
	Site	Identifies the site with a short code, for example, TORONTO, for a company's Toronto, Canada site. This value must be unique for all sites.
	Description	Describes the site, for example, Toronto IT Operations Center. To enter of view additional information, click the Long Description button.
Sites > Autonumber for Site		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Sites > Autonumber for Site > Details		Section
	Autonumber Name	Autokey Name
	Seed	If you are creating a new autokey, enter the number you want to begin the autonumbering sequence with. If an autokey already exists for this field, the field shows the next number to be inserted by the autonumbering process. For example, in Organization Level autonumbering, if the last PR number entered by autonumbering in the Purchase Requsitions application was 1014, the seed for PR Number will be 1015.
	Prefix	You can enter a value to be inserted in front of each autonumber, for example PR to go in front of each autonumbered purchase requisition.
	"OK" button
	"Cancel" button

Contract Options

Tab / Table / Section	Attribute	Remarks
Add/Modify Contract Types		Table with "New Row", "Associate Terms" and "Associate Properties" button. "Mark Row for Delete" icon is available in every row.
Add/Modify Contract Types > Details		Section
	Contract Type	Identifies the contract type
	Internal Contract Type	Internal contract type. Same as value list CONTRACTTYPE.
	"OK" button
	"Cancel" button

Drilldown Options

Tab / Table / Section	Attribute	Remarks
	Top Level Asset on Asset Tab	Specifies whether you want the Drilldown to open to the Asset tab or the Location tab. Choose Top Level Starts at Top Level Location (the default) if you want the Drilldown to open to the Locations tab. The display will start at the top location in the primary system. Choose Top Level Starts at Top Level Asset if you want the Drilldown to open to the Assets tab. It will display all assets that do not have a parent. NOTE: If an organization has a large number of top-level asset records, selecting this option may cause a delay in displaying the records.
		"Top Level Starts at Top Level Location (Start at Top Location in Primary System)" radio button
		"Top Level Starts at Top Level Asset (Show All Assets without Parent)" radio button
	"OK" button
	"Cancel" button

E-Commerce Setup

Tab / Table / Section	Attribute	Remarks
Site E-Commerce		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Site E-Commerce > Details		Section
	Site	Identifies the site within the organization.
	Vendor	Vendor or marketplace for which you are setting up the e-commerce relationship in Maximo. Click the Select Value button to select a valid vendor from those in the Companies application.
	Marketplace ID	Identifier of the buying site issued by the e-commerce supplier or marketplace.
	Marketplace ID Domain	Domain name of the marketplace. It identifies the group to which the marketplace ID belongs to, such as a company ID or user ID.
	Customer #	Identifier of the buying site issued by the supplier or vendor.
	DUNS #	Database Universal Numbering System (DUNS) number for the buying site. This number is issued by Dun and Bradstreet for the buying entity.
	"OK" button
	"Cancel" button

Inventory Defaults

Tab / Table / Section	Attribute	Remarks
	Update cost/currency variances on inventory costs	Specifies whether the system copies the cost and currency differences (INVOICETRANS) to the variance accounts for the storeroom. If the check box is selected, the system copies the cost and currency differences. If the check box is cleared, the system does not copy them.
	Automatically create usage documents for new reservations	Automatically create usage documents for new reservations?
ABC Breakpoint Options		Section
	Type A Breakpoint	Percentage of inventory items associated with ABC Type A, used in ABC inventory analysis. For example, enter 30 to specify thirty percent.
	Type B Breakpoint	Percentage of inventory items associated with ABC Type B, used in ABC inventory analysis. For example, enter 30 to specify thirty percent.
	Type C Breakpoint	Percentage of inventory items associated with ABC Type C, used in ABC inventory analysis. For example, enter 40 to specify thirty percent.
	Type A Cycle Count	Cycle count frequency in days for inventory items of ABCType A.
	Type B Cycle Count	Cycle count frequency in days for inventory items of ABCType B.
	Type C Cycle Count	Cycle count frequency in days for inventory items of ABCType C.
Negative Balance Options		Section
	Negative Current Balance	Specifies whether Maximo will allow users to issue or transfer items with a negative current balance. If Allow Negative Balance is selected, users can issue items with a negative balance. If Disallow Negative Balance is selected (the default), users cannot issue such items. NOTE: Maximo checks balances at the Bin level, not the Storeroom level.
		"Allow Negative Balance" radio button
		"Disallow Negative Balance" radio button
	Negative Availability	Specifies whether Maximo will allow users to issue or transfer items with a negative available balance. If Allow Negative Available Balance is selected (the default), users can issue items with a negative available balance. If Disallow Negative Available Balance is selected, users cannot issue such items. NOTE: Maximo checks balances at the Bin level, not the Storeroom level.
		"Allow Negative Available Balance" radio button
		"Disallow Negative Available Balance" radio button
	"OK" button
	"Cancel" button

Inventory Reorder

Tab / Table / Section	Attribute	Remarks
	External PO on Reorder	Specifies the type of purchase requisition or purchase order that Maximo creates when a reorder request uses external vendors. Choose one of the four options. The default is an unapproved purchase requisition.
		"Unapproved PRs" radio button
		"Approved PRs" radio button
		"Unapproved POs" radio button
		"Approved POs" radio button
	Internal PO on Reorder	Specifies the type of purchase requisition or purchase order that Maximo creates when a reorder request uses internal vendors. Choose one of the four options. The default is an approved purchase order.
		"Unapproved PRs" radio button
		"Approved PRs" radio button
		"Unapproved POs" radio button
		"Approved POs" radio button
	Maximum Number of Reorder Lines per PO/PR	Specifies the maximum number of reorder lines that can appear on a purchase order or purchase requisition. The default is 40.
	Inventory Processing Lead Time Buffer	The value will be used by the Reservation Status Crontask to include an additional margin of safety to set the reservation status appropriately.
	Include Consignment Items in a Separate PO/PR	Indicates whether to include consignment items in a separate purchase order or purchase requisition record.
	"OK" button
	"Cancel" button

Inventory Costs

Tab / Table / Section	Attribute	Remarks
Sites		Table
	Site	The virtual field for selection of site used by maxvar set up dialogs
	Description	Describes the site, for example, Toronto IT Operations Center. To enter of view additional information, click the Long Description button.
	Default Issue Cost	Specify the default issue cost that applies when an item is issued from the selected site. The default issue cost can be standard cost, average cost, last-in-first-out (LIFO), or first-in-first-out (FIFO).
		"Standard Cost" radio button
		"Average Cost" radio button
		"LIFO Cost" radio button
		"FIFO Cost" radio button
	Use Asset Cost	For the selected site, specifies whether Maximo uses issue cost (the default) or asset cost when a noncapitalized rotating asset is issued. The setting applies only to the selected site.
		"Issue Cost" radio button
		"Asset Cost" radio button
	"OK" button
	"Cancel" button

PO Labor Options

Tab / Table / Section	Attribute	Remarks
	Require PO to Approve Inside Labor	Specifies whether a PO is required to procure labor that is inside the organization? If the checkbox is selected, a PO is required. It the check box is cleared (the default), a PO is not required.
	"OK" button
	"Cancel" button

PM Options

Tab / Table / Section	Attribute	Remarks
Sites		Table
	Site	The virtual field for selection of site used by maxvar set up dialogs
	Description	Describes the site, for example, Toronto IT Operations Center. To enter of view additional information, click the Long Description button.
PM Options		Section
	Generate WOs Due on the Current Date Plus This Number of Days	For the selected site, specifies the lead time in days between when an automatically generated work order is created and when the preventive maintenance is scheduled to be done. For example, if a PM is scheduled for January 15 and you enter a value of 5, the work order will be generated on January 10. The default is 0 days (no lead time).
	Use Priority from Job Plans on Sequenced PMs	For the selected site, specifies whether Maximo uses the priority entered on job plans to sequence PMs. If this check box is selected, Maximo sequences PMs according to job plan priority. If the check box is cleared (the default), Maximo will not use those priorities.
	Use Frequency Criteria	For the selected site, specifies whether Maximo will use the frequency criteria on a PM in generating work orders. If the check box is selected (the default), Maximo calculates the due date for a PM from the frequency criteria on its Frequency tab. If the check box is cleared, Maximo ignores frequency criteria.
	Base Work Order Generation on Meter Reading Only (Do Not Estimate)	For the selected site, specifies whether Maximo will generate work orders based only on the meter readings, not on estimated due dates. If the check box is selected Maximo generates work orders based only on actual meter readings. If the the check box is cleared (the default), Maximo will use other criteria.
	Generate PM Alerts for Assets When Corrective Maintenance Work Order Status is	For the selected site, specifies whether Maximo issues a PM alert and if so, based on what work order status. If you leave the field empty (the default), Maximo will not issue a PM alert. If you enter a work order status (you can use the Select Value button), Maximo issues a PM alert when the status of a work order changes to that value.
Stand-alone PM Work Order Generation Process Settings		Section
	Automatic PM WO generation	For the selected site, specifies whether Maximo will automatically generate work orders from PMs. If this check box is selected (the default), Maximo will automatically generate work orders. If the check box is cleared, Maximo will not automatically generate work orders.
	WO Generation Where Clause	For the selected site, provides you the option of creating a custom Where clause for Maximo to automatically generate PMs. A value of NULL (the default) indicates that no custom Where clause will be used.
	E-mail Address Notification	For the selected site, provides you the option of specifying an e-mail address for the Wogen Crontask output. If this field is empty (the default), Maximo will not automatically send an e-mail based on settings in the Wogen CronTask.
Stand-alone Condition Monitoring Work Order Generation Process Settings		Section
	Automatic MeasurePoint WO generation	Flag that indicates whether to generate work orders or not automatically from a MeasurePoint
	Use Action Limits as Work Order Generation Criteria	Should action criteria be considered when generating work orders for MeasurePoints?
	E-mail Address Notification	E-mail address to send MeasurePoint WOGen CronTask output
Stand-alone Linear Asset Measurement Work Order Generation Process Settings		Section
	Automatic Linear Asset Measurement WO generation	Flag that indicates whether to generate work orders or not automatically from a linear asset Measurement
	E-mail Address Notification	E-mail address to send linear asset measurement WOGen CronTask output
	"OK" button
	"Cancel" button

PO Options

Tab / Table / Section	Attribute	Remarks
	Require Approval to Convert PR to PO or Contract	Specifies whether Maximo will require a PR to be approved before it can be converted to a PO or contract. If this checkbox is selected, the PR must be approved. If the check box is cleared (the default), Maximo will not require approval.
	Close PR/RFQ When All PR/RFQ Lines Have Been Copied to POs or Contracts	Specifies whether Maximo will automatically convert the status of a PR or RFQ to CLOSED when all the PR or RFQ lines have been copied to POs or contracts. If this check box is selected (the default), Maximo will automatically convert the status to CLOSED. If the check box is cleared, Maximo will not automatically covert the status.
	Add Standard Service Costs to Direct Issue Lines Only	Specifies when Maximo will automatically add standard service costs to direct issue lines. If this check box is selected, Maximo adds the standard service costs only to direct issue lines. If the check box is cleared (the default), Maximo adds the costs to all issue lines.
	Create Approved PO from Contract on PR Approval	Specifies the conditions under which Maximo automatically creates a PO from a contract. If this check box is selected, Maximo automatically creates an approved PO from a contract when the status of the PR changes to APPROVED. If the check box is cleared (the default), automatic PO approval does not occur.
	Allow Receipts against Services by Default	Specifies when Maximo will allow receipts against services. If this check box is selected (the default), Maximo will automatically allow receipts against services. If this check box is cleared, Maximo will not automatically allow receipts against services.
	Allow the Generation of Special Order Items	Specifies whether Maximo will allow the generation of Special Order items. If this check box is selected, Maximo will allow the generation of Special Order items. If the check box is cleared, Maximo will not allow this.
	Enable Option to Automatically Close PO's on Invoice Approval	Specifies whether Maximo will automatically close POs. If this check box is selected, Maximo will automatically close a PO when the invoice status changes to APPROVED. If the check box is cleared, no automatic approval occurs.
	Allow Cost and Tax Adjustments on PO Revision	If you enable this option, you can modify the unit cost, the line cost, and the tax cost for purchase order line items. The purchase order must be in PNDREV (Pending Revision) status.
	Allow Receipts and Invoices on PO Revisions	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 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.
	Do not allow assets to be returned to vendor if transactions are posted	If checked, this option will disallow rotating assets to be returned to a vendor even if the asset has been 'used' within the system. For storeroom-received assets, the system will require the asset's location and inventory cost to match the storeroom and receipt cost of the original receipt. For direct-issue received assets the system will require the location of the asset to be equivalent to the location the asset was originally received, and that no other financial transactions reference the asset.
	"OK" button
	"Cancel" button

Safety Plan Options

Tab / Table / Section	Attribute	Remarks
Sites		Table
	Site	The virtual field for selection of site used by maxvar set up dialogs
	Description	Describes the site, for example, Toronto IT Operations Center. To enter of view additional information, click the Long Description button.
	Show Work Asset's Hazards in the Select Hazards Action	For the selected site, specifies whether Maximo will display an asset's hazards when a user selects the Select Hazards action in the Safety Plans application.
	"OK" button
	"Cancel" button

Tax Options

Tab / Table / Section	Attribute	Remarks
Tax Type		Tab
Tax Type > Tax Type		Table
Tax Type > Tax Type > Tax Type {0} GL Accounts		Section
	Tax Code Identifier	Tax Code Identifier
	Tax Code Identifier	Tax Code Identifier
	Description	Describes the kind of tax you are defining in the dialog box. For example, the tax might be a federal, state, provincial, or city sales tax, or a special tax, such as one for handling hazardous material.
	Paid Tax GL Account	Default GL account for taxes paid to the vendor.
	Unpaid Tax GL Account	Default GL account for taxes yet to be paid to the government.
Tax Type > Tax Type > Add Tax {0} Amount to Vendor Price		Section
	Add Tax	Specifies whether to add the tax to the cost of line items when invoicing.
		"For No Items" radio button
		"For Issue on Receipt Items Only" radio button
		"For All Items" radio button
Tax Type > Tax Type > Calculate Tax {0} Based on Price +		Section
	Tax 1?	Specifies whether to include Tax 1 in the calculation of the tax you are currently defining. Select the check box to include Tax 1.
	Tax 2?	Specifies whether to include Tax 2 in the calculation of the tax you are currently defining. Select the check box to include Tax 2.
	Tax 3?	Specifies whether to include Tax 3 in the calculation of the tax you are currently defining. Select the check box to include Tax 3.
	Tax 4?	Specifies whether to include Tax 4 in the calculation of the tax you are currently defining. Select the check box to include Tax 4.
Tax Type > Tax Options		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Tax Type > Tax Options > Details		Section
	Tax Code	Short identifier for the tax, for example, MA to represent the Massachusetts sales tax.
	Tax Rate	Tax rate for the specified tax code, for example, 5.0 for a 5 percent sales tax. When a tax rate changes, the Effective Date and the Changed Date fields do not get updated.
	Effective Date	Tax applies from this date forward.
	Paid Tax GL Account	GL Account used for invoices that include the tax.
	Unpaid Tax GL Account	GL Account used for invoices that do not include the tax.
	Changed Date	Date and time that you change tax information.
Tax Code Hierarchy		Tab
Tax Code Hierarchy > Tax Code Hierarchy		Table
	Source	Tax code
	Order	The order in which tax codes are used to calculate the amount of tax that is due.
	"OK" button
	"Cancel" button

Terms and Conditions

Tab / Table / Section	Attribute	Remarks
Terms and Conditions		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Terms and Condition > Details		Section
	Term	Identifies the term or condition. This value must be unique for all terms.
	Default on PO	Specifies whether the term will appear on new POs by default. If the check box is selected, the term will appear as a default term on new POs. If the checkbox is cleared, the term will not appear by default on new POs.
	Type	Identifies the type of term or condition. The type is user-defined.
	Editable	Specifies whether the term can be edited when accessed from other applications. If the check box is selected, users can edit the term when accessed from other applications. If the checkbox is cleared (the default), users cannot edit the term in other applications.
	"OK" button
	"Cancel" button

Workflow Options

Tab / Table / Section	Attribute	Remarks
Sites		table
	Site	The virtual field for selection of site used by maxvar set up dialogs
	Description	Describes the site, for example, Toronto IT Operations Center. To enter of view additional information, click the Long Description button.
Workflow Processes to Initiate Automatically		section
	Work Orders on PM Generation	For the selected site, specifies how work flow interacts with PM Generation. If the check box is selected, Maximo will automatically start the work flow process when a work order is generated by a PM. If the check box is cleared (the default), the work flow process must be started manually.
	Purchase Requisitions on Reorder	For the selected site, specifies how work flow interacts with purchase requisitions. If the check box is selected, Maximo will automatically start the work flow process when a purchase requisition is reordered. If the check box is cleared (the default), the work flow process must be started manually.
	Purchase Orders on Reorder	For the selected site, specifies how work flow interacts with reordered purchase orders. If the check box is selected, Maximo will automatically start the work flow process when a purchase order is reordered. If the check box is cleared (the default), the work flow process must be started manually.
	Work Orders on PO Approval	For the selected site, specifies how work flow interacts with purchase order approval. If the check box is selected, Maximo will automatically start the work flow process when the status of a purchase order changes to APPROVED. If the check box is cleared (the default), the work flow process must be started manually.
	Assets on Creation From Asset Template	For the selected site, specifies work flow to execute on asset creation from an asset template. If the workflow is enabled and active, Maximo will automatically start the work flow process for each asset generated from an asset template.
	"OK" button
	"Cancel" button

Work Type

Tab / Table / Section	Attribute	Remarks
Work Type		Table with "New Row" button. "Mark Row for Delete" icon is available in every row.
Work Type > Details		Section
	Work Order Class	Class of the work order whose type you are defining, for example, activity, change, release, or work order.
	Work Type	Defines the type for the selected class of work order. For example, for a release, work types are significant, major, or minor. For a change, work types are delta, full, or package. For a work order, work types are corrective maintenance, capital project, emergency maintenance, event report, and preventive maintenance. You also can define work types for any of work order class. For each type, you can set prompt information.
	Type	Categorize the Work type as Repair or Overhaul
	Downtime Prompt?	Indicates whether Maximo displays a message to users informing them they have left an asset in the Down status while completing or closing a work order. If the check box is selected, Maximo will display the message if the asset is left in the Down position when the status is changed to complete or closedl. If the check box is cleared (the default), Maximo will not display a message.
	Failure Prompt?	Indicates whether Maximo displays a message to users informing them if they did not enter failure information when they complete or close the work order. If the check box is selected, Maximo will display the message. If the check box is cleared (the default), Maximo will not display the message.
	Record Status History for Work Order Tasks?	Record Status History for Work Order Tasks
Process Flow		Section
	Start Status	Status denoting a task's start for sequencing purposes
	Complete Status	Status denoting a task's completion for sequencing purposes
	"OK" button
	"Cancel" button

Edit Rules

Tab / Table / Section	Attribute	Remarks
Work Order Edit Settings		Table with "Mark Row for Delete" icon in every row.
Work Order Edit Settings > Details		Section
	Status	Status at which fields are editable. For each field in the row, select the check box to make the field editable when the work order is at the indicated status level. Clear the check box for each field to disable editing at that status level.
	GL Account?	Specifies whether the general ledger account can be edited when the work order is in the selected status. If the check box is selected, you can edit the work order's general ledger account. If the check box is cleared, you cannot edit the work order's general ledger account.
	Asset?	Specifies whether the asset can be edited when the work order is in the selected status. If the check box is selected, you can edit the work order's asset. If the check box is cleared, you cannot edit the work order's asset.
	Dynamic Job Plan?	Indicates if the dynamic job plan can be recalculated when the work order is in the selected status. If the check box is selected, you can perform the dynamic job plan calculation.
	Location?	Specifies whether the location can be edited when the work order is in the selected status. If the check box is selected, you can edit the work order's location. If the check box is cleared, you cannot edit the work order's location.
	WP Labor?	Specifies whether the work plan labor can be edited when the work order is in the selected status. If the check box is selected, you can edit the work plan labor. If the check box is cleared, you cannot edit the work plan labor.
	WP Materials?	Specifies whether the work plan materials can be edited when the work order is in the selected status. If the check box is selected, you can edit the work plan materials. If the check box is cleared, you cannot edit the work plan materials.
	WP Service?	Specifies whether the work plan services can be edited when the work order is in the selected status. If the check box is selected, you can edit the work plan services. If the check box is cleared, you cannot edit the work plan services.
	WP Tools?	Specifies whether the work plan tools can be edited when the work order is in the selected status. If the check box is selected, you can edit the work plan tools. If the check box is cleared, you cannot edit the work plan tools.
	Safety Tab?	Specifies whether safety information can be edited when the work order is in the selected status. If the check box is selected, you can edit the safety information. If the check box is cleared, you cannot edit the safety information.
	"OK" button
	"Cancel" button

Site Options

Tab / Table / Section	Attribute	Remarks
Sites		Table
	Site	The virtual field for selection of site used by maxvar set up dialogs
	Description	Describes the site, for example, Toronto IT Operations Center. To enter of view additional information, click the Long Description button.
Task Numbering		Section
	Starting Number	For the selected site, work order task numbers will start with the number you specify here.
	Increment By	For the selected site, work order task numbers will increment by the number you specify here.
Status Availability Behavior		Section
	Ignore storeroom availability for work order status?	Indicates whether to ignore the availability of items in the storeroom for the work order status approval.
	Ignore direct issue availability for work order status?	Indicates whether to ignore the availability of direct issues for the work order status approval.
Work Centers		Section
	Work Order Status	The default status for work orders that are created in the Work Execution Work Center.
	"WAPPR" radio button
	"INPRG" radio button
	"OK" button
	"Cancel" button

Other Organization Options

Tab / Table / Section	Attribute	Remarks
	Default Downtime Start	Specifies which date appears by default in the Start field when Maximo displays the Downtime Report message, used for asset downtime reporting. If you choose On Reported Date (the default), the Start field displays the date when the problem was reported. If you choose On Actual Start Date, the Start field displays the actual start date of the work order. If you choose None, the Start field will be blank.
		"On Reported Date" radio button
		"On Actual Start Date" radio button
		"None" radio button
	Set Actual Start Date on Change Status Initialize	Specifies the actual start date for a work order. Select On Change Status Initiate for Maximo to use the date on which the work order status changes to Initiate. Select On Change Status Complete for Maximo to use the date on which the status changes to Complete.
		"On Change Status Initiate" radio button
		"On Change Status Complete" radio button
	Display Warranty Status?	Specifies whether Maximo will display a message if an asset under warranty is entered on a work order. If the check box is selected, Maximo will display a message. It the check box is cleared, Maximo will not display a message.
	Display Downtime Report Prompt upon WO Completion for Asset in a 'Down' Status?	Specifies whether Maximo will display the Change Asset Status dialog box when the work order status for a down asset changes to complete or closed. If the check box is selected, Maximo displays the dialog box. It the check box is cleared, Maximo does not display the dialog box.
	Process Nested Job Plans in the Background?	Specifies whether to process nested job plans in the background when applying job plans to work order-related records.
	Ignore storeroom availability for work order status?	Indicates whether to ignore the availability of items in the storeroom for the work order status approval.
	Ignore direct issue availability for work order status?	Indicates whether to ignore the availability of direct issues for the work order status approval.
	Enable Repair Facilities?	Specifies whether the repair facilities feature is enabled. The repair facilities feature supports work orders for mobile assets that travel across Maximo site boundaries. Enabling the feature means that a repair facility, a special type of location, can take ownership of work orders from multiple sites that are in the same organization. User security can then be configured to give permissions to view work orders in multiple sites if the work orders are owned by the repair facility. When you enable the feature, fields that are related to repair facilities are made visible in the affected applications.
	Bypass Site Mismatch Warning Message?	Specifies whether to prevent the display of a warning that is related to the repair facilities feature. The warning states that the specified asset resides in a site that is not the site on the current record.
	Warn if Assigned Outside of Work Zone?	Indicates if a warning should occur when a labor or crew resource to work outside of its work zone.
	Status for Clear	Specifies when Maximo will clear a work plan material reservation used on a work order. If you select To Complete, Maximo clears the reservation when the work order status changes to Complete. If you select To Closed, Maximo clears the reservation when the status changes to Closed.
		"To Complete" radio button
		"To Closed" radio button
Display Duplicate Problem Warning		Section
	On Asset?	Specifies whether Maximo will display the Duplicate Problem dialog box when a user enters a work order for an asset that is already entered on another open work order with the same problem code. If the check box is selected, Maximo will display the dialog box. If the check box is cleared, Maximo will not display the dialog box.
	On Location?	Specifies whether Maximo will display the Duplicate Problem dialog box when a user enters a work order for a location that is already entered on another open work order with the same problem code. If the check box is selected, Maximo will display the dialog box. If the check box is cleared, Maximo will not display the dialog box.
	"OK" button
	"Cancel" button

SLA Options

Tab / Table / Section	Attribute	Remarks
Sites		Table
	Site	The virtual field for selection of site used by maxvar set up dialogs
	Description	Describes the site, for example, Toronto IT Operations Center. To enter of view additional information, click the Long Description button.
	Allow One SLA	For the selected site, specifies whether Maximo will limit the application of service level agreements (SLA) to just one, or whether it will allow more than one service level agreement. If you choose multiple SLAs, the Apply Multiple SLAs option below it is enabled.
		"Allow Application of One SLA?" radio button
		"Allow Application of Multiple SLAs?" radio button
	Apply Multiple SLAs	This option is enabled only if Allow Application of Multiple SLAs?, above it, is selected. For the selected site, specifies how multiple SLAs are to be applied. Choose the top radio button if you want the multiple SLAs to be applied based on their ranking. Choose the bottom radio button if you want the multiple SLAs to be applied based on their commitment stringency.
		"Apply Multiple SLAs Based on Ranking?" radio button
		"Apply Multiple SLAs Based on Commitment Stringency?" radio button
	Use Calendar for Escalation Ref Point	For the selected site specifies if calendars will be used if the Escalation originated from a SLA.
		"Use Calendar for Calculating Escalation Point Condition?" radio button
		"Disable Calendar for Calculating Escalation Point Condition?" radio button
	"OK" button
	"Cancel" button

System Settings

Tab / Table / Section	Attribute	Remarks
Calendar		Section
	Start Date	Calendar Start Day
	End Date	Calendar End Day
GL Configuration		Section
	Character to Display for Unspecified GL Components	Placeholder character that Maximo uses for GL components that are not specified in GL account codes. For example, in the GL account code 6000-???-250 the question mark characters in the second segment are placeholders for an unspecified second component.
Classification Catalog		Section
	Delimiter in Asset Descriptions	Classification catalog
Timer		section
	Automatically change work order status to INPRG when a user starts a labor timer?	Automatically change work order status to INPRG when a user starts a labor timer
	By default, change the work order status to COMP when a user stops a labor timer?	By default, change the work order status to COMP when a user stops a labor timer
	Confirm Time Calculated by Timer?	Confirm time calculated by timer
People		Section
	Name Sequence	Specifies how the names of people are displayed in Maximo. Select one of the three formats.
		"Firstname Lastname" radio button
		"Lastname, Firstname" radio button
		"Lastname Firstname" radio button
		"LastnameFirstname" radio button
IT Options		Section
	Classification	For IT Asset Top-Level Class, when you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	IT Asset Top-Level Class	The ITASSET MAXVAR value is used by the Reconciliation Engine to determine the set of IT Assets that can be reconciled. Rather than selecting all assets in the asset app it only selects the assets which are descendents of the ancestor class specified in the MAXVAR. This value MUST be set for the Reconciliation engine to run.
	Classification	For IT Software Top-Level Class, when you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	IT Software Top-Level Class	The ITSFW MAXVAR value is used by the Software Contract app for IT Assets. Rather than selecting all assets in the asset app it only selects the assets which are descendents of the ancestor class specified in the MAXVAR.
	Classification	For CI Top-Level Class, when you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	CI Top-Level Class	The CICLASS MAXVAR value is used the Reconcilication Engine to determine the set of CI Classes that should be reconciled. Rather than selecting all CIs in the CI app it only selects the CIs which are descendents of the ancestor class specified in the MAXVAR. This value MUST be set for the Reconciliation engine to run.
	Classification	For Authorized CI Top-Level Class, when you specify a classification for an object, you can organize related parent and child objects in a hierarchical structure, similar to a file directory. You can then drill up and down through the hierarchy to view associated items. Create and manage classifications in the Classifications application.
	Authorized CI Top-Level Class	The AUTHCICLASS MAXVAR value is used the Reconcilication Engine to determine the set of CI Classes that should be reconciled. Rather than selecting all CIs in the CI app it only selects the CIs which are descendents of the ancestor class specified in the MAXVAR. This value MUST be set for the Reconciliation engine to run.
Work Order Tasks		Section
	Record Status History for Null Work Type Work Order Tasks?	Record Status History for Null Work Type Work Order Tasks?
Work Order		Section
	Copy Doclinks to Work Order on Save?	When set to true, on saving work order, system will copy the related doclinks which has the copylinktowo flag set to work order, when set to false,system will not copy related doclinks to work order even the copylinktowo flag is set on doclinks table.
Job Plans		Section
	Revision Control for Job Plans?	When unchecked Revision Control for Job Plans will be disabled.When checked Revision Control is enabled.
	Enable Job Plan Conditions?	Indicates whether to set conditions for the tasks and resources of a job plan. Conditions can be set for tasks, labor, materials, services, and tools. When the specified conditions are met, the component of the job plan will be copied to the work plan. You create the conditions that are used in job plans in the Conditional Expression Manager application.
Item		Section
	Apply Tax-exempt Status to Item at Organization Level and at Vendor Level?	Select this option to apply the tax-exempt status for the item down to the item organization level and down to the item vendor level when a tax-exempt status update transaction is processed without user interaction.The tax-exempt option indicates whether the item, the tool, or the service is taxable.
Assets		Section
	Create asset doclinks at system level?	Indicates whether asset doclinks are to be created at system level using the Asset object's AssetID attribute. If they are created at the system level, the document links will be maintained when an asset is moved cross-site. The default behavior, common to all versions of Tpae prior to 7.5.0.7, is that asset doclinks use the Asset object's AssetUID attribute and are site-specific. When an asset is moved cross-site, the documents added to the asset in the 'moved from' site cannot be accessed in the 'moved to' site. If the asset is returned to the previous site, the documents will again be accessible. The SYSTEMLEVASSETDOCS maxvar cannot be changed if asset-related doclinks already exist.
	Allow contiguous asset downtime cycles?	Used by Asset Downtime Reporting to make possible a new downtime report cycle that is virtually contiguous to an already-completed cycle. When true, this flag allows an asset to be brought down at virtually the same date/time it was last brought back up. This is done by adding 1 millisecond to the CHANGEDATE on the ASSETSTATUS record that is being added to bring the asset back down and start the new asset down/up report cycle. The default behavior is to not allow the end of one downtime reporting cycle to have the same date and hours/minutes/seconds as the beginning of the next cycle. The default behavior is consistent with all previous versions.
	"OK" button
	"Cancel" button

Labor Options

Tab / Table / Section	Attribute	Remarks
	Automatically Approve Inside Labor Transactions	Specifies whether inside labor transactions should be automatically approved. If the check box is selected (default), reporting of actual labor is automatically approved. If the check box is cleared, the labor must be approved manually.
	Automatically Approve Outside Labor Transactions	Specifies whether outside labor transactions should be automatically approved. If the check box is selected, reporting of actual labor from a source outside the organization is automatically approved. If the check box is cleared (the default), the labor must be approved manually.
	Allow Mismatched Craft and Labor When Reporting Actual Labor	Specifies whether Maximo will allow the craft and the labor to be different when a user reports actual labor. If this check box is selected, the craft and labor do not have to match. If the check box is cleared (the default), the labor and craft must match.
	Automatically Approve Invoices Created from Labor Transactions	Specifies whether Maximo will automatically approve an invoice generated by a labor transaction. If this check box is selected, Maximo will approve such an invoice. If the check box is cleared, the invoice must be approved manually.
	Future Labor Transaction Tolerance in Hours	The Amount of time in the future that labor transactions can be entered.
	"OK" button
	"Cancel" button

Ownership Assignment Options

Tab / Table / Section	Attribute	Remarks
Sites		Table
	Site	The virtual field for selection of site used by maxvar set up dialogs
	Description	Describes the site, for example, Toronto IT Operations Center. To enter of view additional information, click the Long Description button.
	Check Availability	Check availability when select owner
		"Do not check Person Availability" radio button
		"Check Person Availability" radio button
	"OK" button
	"Cancel" button

Global Ticket Solution Options

Tab / Table / Section	Attribute	Remarks
	Apply solution to related global tickets	Apply solution to related global tickets
	"OK" button
	"Cancel" button

Transfer Options

Tab / Table / Section	Attribute	Remarks
	Require Shipment	Indicates whether a shipment record is required to transfer items.
		"Across Organizations" radio button
		"Across Sites" radio button
		"All Transfers" radio button
	Require Purchase Order	Indicates whether a purchase order is required to transfer inventory items.
		"Purchase Order Not Required" radio button
		"Across Organizations" radio button
		"Across Sites" radio button
	"OK" button
	"Cancel" button

Invoice Options

Tab / Table / Section	Attribute	Remarks
	Update G/L Post Date with Vendor Invoice Date	Select this option to copy the Invoice Date specified by the vendor to the G/L Posting Date field.
	Validate Financial Period at Invoice Save	Select this option to validate the financial period each time an invoice is saved.
	Maximum Number of Lines for a Consignment Invoice	Specify the maximum number of lines that can be included on a consignment type of invoice.
	"OK" button
	"Cancel" button

Other Organization Settings

Tab / Table / Section	Attribute	Remarks
Preventive Maintenance		Section
	Default Amount Allocated to Extend Date in PM (Cal) Application	Specifies the number of times you can extend the due date of a Preventative Maintenance (PM) record generating PM work orders without supervisor permission. Enter the number of times a user can extend the date on a PM record. The value must be 1 or higher.
Work Order Tracking		Section
	Tolerance Warning for exceeding limits	Specifies whether a warning message is displayed if a value in the As Found Output field or the As Left Output field exceeds a tolerance limit. If you select Validate once per save, a warning message is displayed when the work order is saved. If you select Validate upon tabbing from Output field, a warning message is displayed when you move from the As Found Output or the As Left Output fields. This option is the default option. If you select the Never validate check box, the warning message is not displayed.
		"Validate once per save" radio button
		"Validate upon tabbing from Output field" radio button
		"Never validate" radio button
	Qualified Technician	Specifies whether a warning message is displayed when an unqualified technician is added to a work order to use a tool. If you select No validation between Tool and Technician, users can add an unqualified technician to a work order. If you select Validate but with warning message, users can add an unqualified technician to a work order, but a warning message is displayed. If you select Enforce validation between Tool and Technician, then users cannot enter an unqualified technician. This option is enforced only when a technician is specified; not all tools require a qualified technician.
		"No validation between Tool and Technician" radio button
		"Validate but with warning message" radio button
		"Enforce validation between Tool and Technician" radio button
	Validation of Tools on Work Orders	Specifies whether a warning message is displayed if information about a tool is not added to a work order that you close or complete. If you select No Validation Between Tools and Status of CLOSED or COMP, no validation occurs between the tool and the status of the work order. If you select Validate but with warning message, you can close or complete the work order without adding the tool, but a warning message is displayed. If you select Enforce validation between Tools and Status of CLOSED or COMP, a warning message prompts you to add a tool. You must add the tool to close or complete the work order.
		"No validation Between Tools and Status of CLOSED or COMP" radio button
		"Validate but with warning message" radio button
		"Enforce validation between Tools and Status of CLOSED or COMP" radio button
	Validation of Rotating Asset on Work Orders	Specifies whether to allow the calibration between two assets. Select No Validation between Rotating Asset and Asset calibrated to allow calibration between two assets. To allow calibration between two assets but show a warning message, Select Validate but with warning message. To prevent the calibration between two assets and show a warning message, select Enforce validation between Rotating Asset and Asset calibrated.
		"No validation between Rotating Asset and Asset calibrated" radio button
		"Validate but with warning message" radio button
		"Enforce validation between Rotating Asset and Asset calibrated" radio button
	Automatically Approve Tool Transactions	Specifies whether you can delete a tool record from a work order after the work order is saved. If you select this check box, the tool record is automatically approved and becomes read only. The check box is selected by default. If you clear this check box, users can remove the tool record from a work order.
	Warning Message for Work Order Data Sheet Changes	Specifies whether a warning message is displayed if As Found and As Left readings change in a work order data sheet. If you select this check box, a warning message is displayed. The check box is clear by default.
	Prevent past due tool from being entered	Specifies whether to prevent tools that are past their calibration due date to be used on a work order. If you select the check box, users cannot add the tool to the work order. This option is the default option. If you clear the check box, users can add the tool the work order.
	Automatically set As-Found and As-Left status on a WO	Specifies whether the As Found Status field and the As Left Status field on a work order data sheet are set automatically or manually. If you select this check box, the As Found Status field and the As Left Status field are automatically set. This option is the default option.
Mobile Calibration		Section
	As Found / As Left Values	Specifies whether As Found values and As Left values for calibration points are editable. If you select Editable when Asset Function Status Calculated, you can edit As Found and As Left values unless the No Adjust Flag has been set. If you select Read-Only when Asset Function Status Calculated, the As Found and As Left values are read-only after the AF status has been calculated.
		"Editable when Asset Function Status Calculated" radio button
		"Read-Only when Asset Function Status Calculated" radio button
	"OK" button
	"Cancel" button

Edit Rules

Tab / Table / Section	Attribute	Remarks
Work Order Edit Settings		Table with "Mark Row for Delete" icon
Details		section
	Status	Status at which fields are editable. For each field in the row, select the check box to make the field editable when the work order is at the indicated status level. Clear the check box for each field to disable editing at that status level.
	As Found / As Left	When selected, you can edit the As Found and As Left values on a work order data sheet that is in the selected status. For example, you can opt to allow for the editing of As Found and As Left values only when the work order is in the In Progress or Waiting for Materials statuses.
	New Data Sheet	When selected, you can add a data sheet to a work order when the work order is in the selected status. For example, you can opt to add a data sheet to a work order when the work order is in the In Progress status.
	Edit Cal Point	When selected, you can add a calibration point to a work order data sheet that is in the selected status. For example, you can opt to add a calibration point to a work order data sheet only when the work order is in the In Progress or Waiting for Materials statuses.
	"OK" button
	"Cancel" button

Service Address Options

Tab / Table / Section	Attribute	Remarks
	Address master	The source of address information, for example, the Service Address application or an external geographic information system (GIS) source.
	"Use the Service Address application" radio button
	"Use an external or GIS address system" radio button
	Street addresses format	Specify that all addresses must conform to the format defined in the Service Address application. Alternatively, specify that addresses are not required to conform to the format defined in the Service Address application.
	"Use the format that is defined in the Service Address application" radio button
	"Do not use a defined service address format" radio button
	Coordinates	Select either Latitude and Longitude coordinates or X and Y fields with no data validation.
	"Latitude and longitude" radio button
	"X and Y" radio button
	Street address format	Select the format of the street address fields.
	"House number, prefix, street name, street type, suffix, apartment" radio button
	"Prefix, street type, street name, suffix, house number, apartment" radio button
	"Prefix, street name, street type, suffix, house number, apartment" radio button
	Service Address Editable	Different service addresses can be created for child records of assets and locations.
	Warn users when they change inherited service addresses	Warns users that they are changing the service address information of the work order or service request that is inherited from a location or asset. If this option is not selected, users are warned that they are changing the service address information of the location or asset that is associated with the work order or service request. When warned, the user must confirm the service address code of the work order or service request.
	"OK" pushbutton
	"Cancel" pushbutton

Assignment Options

Tab / Table / Section	Attribute	Remarks
Availability Factor		Section
	Availability Factor	This option effects the number of available hours that a resource can be scheduled. The default value is 1.0 which means that 100% of the resource's time is available for scheduling work. For example, set this value to 0.75 if only 6 hours of an 8 hour shift should be scheduled.
	"OK" pushbutton
	"Cancel" pushbutton

Everyplace Work Query Options

Tab / Table / Section	Attribute	Remarks
	Everyplace Work Query Options	Allow the user to choose a default work order query sorting option.
	"Scheduled Start Date" radio button
	"Assignment Date" radio button
	"Work Order Priority" radio button
	"OK" pushbutton
	"Cancel" pushbutton

Associate Time Zone with Selected Site

Tab / Table / Section	Attribute	Remarks
	Time Zone	The time zone that is associated with the object.
	Remove Time Zone	Removes the associated time zone from the object.
	"OK" pushbutton
	"Cancel" pushbutton

Select fields

Tab / Table / Section	Attribute	Remarks
	Name	Name
	Parent	parent
	"Cancel" pushbutton

Item Options

Tab / Table / Section	Attribute	Remarks
Create Item in Inventory Option		Section
	Maximum Number of Items Created in Inventory	The maximum number of items that can be created in the Inventory application when you add items to multiple storerooms.
	"OK" pushbutton
	"Cancel" pushbutton

Count Books Options

Tab / Table / Section	Attribute	Remarks
Default Count Tolerance		Section
	Plus Tolerance	Specifies the default plus tolerance value for count books. This is the percentage by which a physical count can be higher than the adjusted inventory balance and still be considered accurate. The default Plus % value is 5. Physical counts within the specified tolerance percentage will be considered accurate and will have the adjusted balance reconciled to the physical count automatically upon completion of the count book. Physical counts outside (greater than) the tolerance percentage will not be considered accurate by default, and will need to have balances reconciled manually. The value specified here is used by default as the plus tolerance for all items in Inventory. Users with proper security authority can change the plus tolerance value for individual items in the Inventory application.
	Minus Tolerance	Specifies the default minus tolerance value for count books. This is the percentage by which a physical count can be below the adjusted inventory balance and still be considered accurate. The default Minus % value is 5. Physical counts within the specified tolerance percentage will be considered accurate and will have the adjusted balance reconciled to the physical count automatically upon completion of the count book. Physical counts outside (greater than) the tolerance percentage will not be considered accurate by default, and will need to have balances reconciled manually. The value specified here is used by default as the minus tolerance for all items in Inventory. Users with proper security authority can change the minus tolerance value for individual items in the Inventory application.
Count Rules		Section
	Count Items	Specifies the set of items to include in the count book. The value in this field is a global setting and is applied to the selection criteria in the Count Books application. ALLITEMS includes all items in the count book and is the default. NOBALANCE and NOISSUE exclude items that have a current balance of zero from the count book. NOISSUE also excludes items that have no issues or receipts within the number of days that you specify in the Days in the Past for No Issue field.
	Number of Days for No Issue	The number of days that are considered when the NOISSUE selection criterion is specified for count books. For example, if you specify 30, the count excludes any items that were not issued or received in the past 30 days.
Inventory Counting		Section
	Allow blind counts in Inventory Counting	The result of this property being set is when the Storeroom Clerk is performing count they will not have visibility to the current balance, last count, last date fields which are on the count record details.
	"OK" pushbutton
	"Cancel" pushbutton

Organizations Help