IM-000

Catalog Definition

Inventory Management

Recognized
Need

1.0
Create
Item

4.0
Replenish
Items

2.0
Add
Item To
Storeroom

5.0
Material
Transactions

3.0
Set
Reorder
Details

6.0
Inventory
Adjustments

End

Revised 2/15/2011 3:15:29 PM

IM-001
Create Item

IM-E001
Recognized
Need

Search Site
Storeroom

Is Item in Site
Storeroom?

No

Search Item
Master

Is Item in Item
Master?

Yes

Yes

Abort and Utilize

Existing Item
Number

Add Item to
Storeroom
IM-002

No

Research /
Collect
Information on
Item

Add Item to
Storeroom
IM-002

Revised 2/15/2011 3:15:29 PM

IM-002
Add Item To Storeroom
Main Storage Location (bin)
Unit Cost
Current Bin Balance
Lot Identification
Average Cost

Identify Item
to be Added
to Storeroom

IM-E002
Add Item to
Storeroom

Add Item to
Storeroom
Action

Select Site
Storeroom

Populate
Appropriate
Fields

Yes

Does Item Need

Added to Another
Storeroom?

No

Set Reorder
Details
IM-003

Revised 2/15/2011 3:15:29 PM

IM-003
Set Reorder Details
Min/Max Reorder Point
Lead Time (days)
Economic Order Quantity
Unit of Receipt
Unit of Issue
Unit Conversion Factor
Standard General Ledger
Normal Stock Level

IM-E003
Set Reorder
Details

Identify
Item

Select
Storeroom

Add
Key
Values

Vendor (source number)

Manufacturer
Manuracturer Part #
Vendor Stock #

Select
Primary/
Alternate
Vendors

Replenish
Items
IM-004

Material
Transactions
IM-005

Revised 2/15/2011 3:15:29 PM

IM-004
REPLENISH ITEMS
Group Items By Primary
Vendor on Aggregate PR's

Run Maximo
Re-Order Preview
Action for Each
Storeroom

IM-E004
Inventory Mgt

Is Item
Rotating?

Preview Re-Order,
adjust as needed.
Run Re-Order

Generate
Purchase Orders

Send Purchase
Orders to
Vendor(s)

Receive
Items
On Dock
Into
Maximo

Assign
Equipment
# To Each
Item

Yes

No

Direct Issue?

No

Update
Storeroom
Balance

Material
Transactions
(IM-005)

Yes

Issue
To Work
Order

Revised 2/15/2011 3:15:29 PM

IM-005
MATERIAL TRANSACTIONS

Select
Item

Transfer

IM-E005
Inventory Mgt

Select
Storeroom

Select
Transaction
Type

Enter
Quantity

Select
Receiving
Storeroom

Select From
Issued Items

Return

Issue
Record
Quantity
Returned

Select
Item
Number

Inventory
Adjustments
(IM-006)

Were Items
Reserved?

No

Select From
Reservations

Update
Storeroom
Balances

Yes
Verify
or Enter
Quantity
Work Order
Verify
or Enter
Quantity

Select
Where To
Charge

G/L Account
Location
Storeroom

Revised 2/15/2011 3:15:29 PM

IM-006
INVENTORY ADJUSTMENTS

IM-E006
Inventory
Adjustments

Adjust Current Balance

Enter New
Current
Balance

Adjust Physical Count

Enter
Physical
Count

Select
Item

Select
Storeroom

Select
Adjustment
Type

Reconcile
Balances

End of Process

Adjust Standard Cost

Enter New
Standard
Cost

Adjust Average Cost

Enter New
Average
Cost

Revised 2/15/2011 3:15:29 PM