FAQs

• Why would I manually enter a Requisition, Purchase Order, or an Invoice?  Because when the ePro entry was done in PeopleSoft, the Work Order field was not added.  The interface from PeopleSoft to Maximo depends on the Work Order field in PeopleSoft to be entered and correct.

Steps to Enter Purchased Materials directly in Maximo (these would normally come through the Integration)

Create Purchase Requisition

• Enter ePro Req # from PeopleSoft
• Description
• Company / Vendor
• PR Lines
  • New Row
  • Line #
  • Line type = MATERIAL
  • Description
  • WO#
  • Qty
  • UOM
  • Unit Cost
  • Save
  • Approve Purchase Requisitions

Create Purchase Order

• Middle Left Menu in Purchase Requisition: Create PO

• • Enter PO # from PeopleSoft

• • Ok
• Go to the Purchase Order (link from Purchase Requisition or from far left menu)
  • PO Lines
    • Change Line # to represent PeopleSoft PO Line #, Schedule #, Distribution #
    • Save
• Approve PO (middle left menu)
• Go to Receiving (far left menu)
  • Change query to All Records

• • Search for PO # and Open

• • • New Row
    • Enter PO Line Number you’re receiving
    • Change Quantity if receiving # is different than PO Quantity

• • • Click Save

Create Invoice

• Go to Invoices (far left menu)
• New Invoice
• Enter PeopleSoft Voucher #
• Enter PO #
• Invoice Lines
  • Actions > Copy PO Lines

• Select the correct PO and Line

• Click on OK
• Save
• Approve Invoice

Go to Syracuse Work Order:

• Make sure the PR, PO, and Invoice are there on the Purchases Tab
• On the Work Order Tab, check the materials you received are there