Generic Business Processes

1. Maximo Business
Process Course
Misha Jain

2. Learning Agenda for 3 days
• Service Request, Introduction to Work Orders
• Work Orders, Failure Hierarchy, Material
Requisition
• Overview of Purchase Procedure
• Inventory Overview
• Projects Process Overview

3. Service Request
• When to use SR+WO and only SR??
• Discuss the SR workflow.
• Creating a SR and create a WO from it.

4. Simplified Service Request Workflow
WORK ORDER TO BE
CREATED BY WORK
SUPERVISOR
NEW ENDORSED INPRG
Originator Work Supervisor Work Supervisor
RESOLVED CLOSED
Originator Originator

5. Simplified Work Order Workflow Steps
Originator (asset/loc, Work Group (To assign
WO Supervisor (for
work type, WO a WO Supervisor)
planning) WAPPR
supervisor) WAPPR WAPPR
WO Supervisor (after
Lead/Supervisor of WO
execution; put FAILURE WO Supervisor (for
Supervisor (for Review)
HIERARCHY, ACTUAL execution) APPR
APPR
LABOR HRS) INPRG
Lead/Supervisor of WO Lead/Supervisor of WO
Supervisor (for Review) Supervisor (for
WORKDONE completion) COMP

6. Failure Hierarchy

7. Work Order Tracking
• WAPPR: Create a WO
• WAPPR: Plan tasks, labor, materials
– Work Order Hierarchy
• APPR: Get Material from inventory
• INPRG: You can still get additional material thro
Self Service > Desktop Requisition > Create
Requisition
– Failure Reporting > Failure class, Cause, Remedy
– Labor > Labor Reporting
– Materials > Issues from Storerooms

8. Simplified MR Workflow
Originator/WO
Supervisor / Lead (For
Supervisor (Charge
approval)
Details, Line item)
DRAFT
DRAFT
CLOSE APPR
After Material is Material can be
withdrawn withdrawn

9. Overview of Purchase Procedure
Material Request
Purchase Requisition
Request for Quotation
Purchase Order
Receiving
• QC Inspection Request
• OSDD

10. Purchase Requisition Workflow
Procurement Officer Procurement Officer
(related to that
commodity grp) RFQ is generated
WAPPR APPR

11. Request for Quotation Workflow
Procurement Officer
(related to that Procurement Officer Procurement Officer
commodity grp) APPR SENT
WAPPR
Procurement Officer
Procurement Officer Procurement Officer
PO Created
CLOSE TECHAPPR
AWARD

12. Purchase Order Workflow
Procurement Officer Procurement Officer
(related to that
commodity grp) PO is approved
WAPPR APPR

13. QC/GRN Workflow
Storekeeper Snr QC inspector
ENTERED WAPPR
Storekeeper QC inspector
COMP WAPPR

14. OSDD Workflow
Procurement
Storekeeper
Officer
PENDING
PENDING
Storekeeper Storekeeper
COMP ACTIONED

15. Item Creation and Modification
Request
User (ICMR type, Snr Procurement
Your Supervisor (for
reason, commodity Officer (related to
approval)
grp, classification) that commodity grp)
ENTERED
ENTERED ENTERED
User
User Procurement Officer
Item ID is generated
COMP ENDORSE
APPR

16. Item Creation and Modification
Request
User (ICMR type, Material Controller
reason, commodity
grp, classification) Item ID is generated
ENTERED APPR

17. Inventory Overview
ICMR
Item Master
Old CAT id’s
From
(For managing items) Transfer
Request
Transfer In
Return Request Transfer Out
Material Issue
Receipts Storerooms
From Contracts > SO
From WO,
or PO
DTR
Inventory
Counting
Inventory
(For Managing count of item in a
storeroom)

18. Purchase Cycle
User Request (CR/PR)
RFP/RFQ Generation
Contracts/PO Placement

19. Contract Requisition
Originator
(Desc, Classify, Category of Originator Team Lead Group Manager
Work, Price Attach, CR Lines,
Bidders) WAPPR CTENDORSE
WAPPR
Contract Engr (To generate Contracts Team Lead (Assign
RFP and route it) Contracts Engr)
APPR APPR

20. RFP 1 Workflow
Contracts Engineer
(Tender Type, Dates, Contracts Team Lead Controlling TL
circulation List ) DRAFT ENDORSED
DRAFT
Contract Engr Contracts Team Lead Contract Services TL
APPR APPR ENDORSED
Contracts Team Lead Contract Engr
READY ISSUED

21. RFP 2 Workflow
Bids Opening Committee
Contracts Engineer (Enter Pin, enter bids, Contracts Team Lead Contract Engr
ISSUED Bids bond guarantees) OPENED OPENED
OPENED
Controlling TL Controlling TL
(For Review of Technical Contracts Team Lead (For Technical & Contracts Team Lead
& commercial evaluation) OPENED commercial evaluation) OPENED
OPENED OPENED
Controlling Team GM (For
Contract Engr (Cretes the
recommendation & Contracts Team Lead Contract Services TL
contract)
approval) EVALED EVALED
AWARD
EVALED
Contract Engr (Route the
contract)
CLOSE

22. Contracts Workflow
Contracts Contracts Team Contract
Engineer Lead Services TL
ENDORSED ENDORSED ENDORSED
Contract Engr DMD
APPR ENDORSED

23. Service Order Conditions
• SO can be created only from a valid and APPR contract.
• SO can be created from Select Action menu of WO or
Contracts application. Charge details will come from WO or
GL account.
• SO should have Future dates i.e. it has to be created before
the job starts.
• Once the job is done, quantities have to be received against
the SO in the RECEIVING application by the user.
• Finance Dept has to create invoice against the received
quantities of SO.
• APPR invoice can be viewed by user from the PAYMENT
HISTORY tab of SO.
• Once the payment is made, the status of invoice changes
from APPR to PAID

24. Service Order / Receiving Workflow
User (Controlling Team
Member) (Charge to
Controlling TL
Group, Start & Comp
Date) WAPPR
WAPPR
User opens the RECEIVING User (to inform the
application to receive the contractor to start the job)
quantities against the SO APPR

25. Contractor Invoice Workflow
Finance Dept (SO, Invoice
Date & Invoice Recvd Date,
AP Contracts Approver
SO Lines) (Check if hard
copy is matching lines) MATCHED
ENTERED
User (can view status of
payment in SO after After checking invoice
payment is actually done budget
from Oracle) APPR
PAID

26. Project Process Overview
Master Action Plan (Company wide strategy)
Action Plan
Action Plan (North site)
(South site)
Capital Project Proposal (CPP)
Budget Proposal (BP)
Project WO
AFE WO1 AFE WO2
Asset WO1 Asset WO2

27. Simplified Master Action Plan
Workflow
Asset Owner Asset Owner
Originator
Group TL Group TL
DRAFT
DRAFT ENDORSED
Create Child Co-ordinator Co-ordinator
Action Plans INPRG APPR

28. Simplified Action Plan Workflow
Co-ordinator of Asset Owner
Asset Owner TL
AP/Creator GM
WAPPR
WAPPR ENDORSED
Co-ordinator Co-ordinator Co-ordinator
Creates CPP INPRG APPR

29. Simplified CPP Workflow
Requesting Team GM APT TL/GPC (Provide
Co-ordinator Reporting Team TL Requesting Team TL
(Provide APT/GPC) controlling team)
DRAFT DRAFT DRAFT
DRAFT VALID
Operational Planning Operational Planning Controlling Team TL
DMD APT TL/GPC
TL TL (Provide Est. cost)
VALID VALID
APPR VALID VALID
Budget & Cost Team Controlling Team TL
Requesting Team
(Provide GL acc, Proj Controlling Team TL (Provide Eng. Ref No, APT TL/GPC
(Asset Owner) TL
Num, Task Num) APPR CPP Ref No) WORKDONE
WORKDONE
APPR INPRG
Co-ordinator Co-ordinator
Create BP
COMP WORKDONE

30. Simplified BP Workflow
Co-ordinator Controlling Team
(Provide BP Type, (Provide Start Date, Controlling Team GM
Requesting Team) End Date, BP Value) DRAFT
DRAFT DRAFT
Operational Planning APT/GPC Requesting Team TL
DRAFT DRAFT DRAFT
Create a project in
Budget Control Team Budget & Cost Team
Oracle
VALID APPR
CLOSE

31. Simplified PWO+AFE Workflow
Controlling Team TL (Will
AFE WO’s routed to
receive PWO with AFE
Supervisor (provide Budget & Cost Team
child Wos)
location and Asset WO’s) AUTHORISED
PWO:APPR, AFE:
AUTHORISED
AUTHORISED
AFE Supervisor will execute AFE Supervisor
& close all Asset WOs
which will close AFE WO APPR

32. That’s all from me!!
• Email id: mishaami@gmail.com