1. Material Requisitions
EZMaxMobile
Material Requisitions

2. The Current Process You - Placing an order OR
Hand write material order on paper “Material Order Form”
Hand deliver form to FM Procurement Group OR
Type in electronic form on SharePoint site, to FM Procurement Group
to FM Procurement Group

3. Didn’t I order this several times before?
The Current Process
Procurement Group - Purchasing
Go through paper forms
Interpret hand writing
Split order by vendor, if needed
Research catalog numbers in eShop or on web sites
File paper requests after order placement & receiving
Didn’t I order this several times before?

4. Did the materials come in for
The Current Process
Receiving the Materials
For folks who don’t regularly go to HSB, many phone calls are made when packages arrive so the trades know when to pick them up.
Did the materials come in for
these yet?
Currently, no receiving status information is on your Maximo (EZMaxMobile) work order list.
EZMaxMobile WO List

5. Why Change It? Charrette Team – November 2013
Procurement Streamlining Project – GOALS:
Reduce the number of systems used
Reduce the number of steps for any task
The current “Paper” system takes a lot of time, and information is tracked in too many different places
Benefits of going electronic and keeping everything in one system
Transparency
Communication
Reporting

6. This button will be available on your WO:
Advantages for You
Easier to submit the request
A button to create a new requisition will be right on your work order
The WO # and Description will automatically fill in on the form
Can start filling out a requisition, save it, then go back in later to complete it and “Submit” to FM Procurement.
Don’t need to hand-deliver a paper form – place your order from wherever you are in WiFi
Can request materials from multiple vendors on one order
This button will be available on your WO:

7. Easily Attach Photos
Tap on the “Attachments” button to attach a photo to a line
Shows that a photo is attached
The FM Procurement Group will see the photo attachment when they open the Material Requisition
Use the camera button to take or select a photo

8. Advantages for You Regularly used materials for a particular asset.
Items ordered on a WO with an asset # will build a “Spare Parts” list for that asset, making it easier every time orders are placed on a WO for that Asset.
Asset #
Regularly used materials for a particular asset.
Lends itself very nicely for PM, since PMs generally have Assets.

9. See the status of receiving right on your WO list.
Advantages for You
You can see your orders & receiving status
Status will be displayed right on your mobile device
Not as many phone calls or stopping in to ask about your order
All of your saved and submitted requisitions can be viewed at any time.
See the status of receiving right on your WO list.

10. New Receiving Label
All orders will be received against the Maximo PO in Maximo
A label will then be printed and affixed to the box
The label will show exactly which items were received, and whether the receipts are COMPLETE or PARTIAL

11. Requisition Line Types
2 most commonly used
“Item”
(In a Pick List)
Item #s represent records that are in Maximo in an “Item Master” list for repeat ordering.
On the material requisition, they are selected from the Item Master List or from the Spare Parts list (unique to an asset).
“Material”
(You type it in)
If what you need is not in the Item Master List, you can type a description of what you need as a “Material” Line Type on the material requisition.
“Service”
(You type it in)
If you need a service rather than a material, you can type a description of the service being requested.
(example: septic pumping)

12. Line Types: Creating a Requisition
As items or materials are added…
Requisition Line Items Populate.
Line Type: Item
Line Type: Material
(no item #)

13. Advantages for Procurement Group
No more sorting through papers & filing
Don’t have to decipher hand writing
Orders submitted can’t get lost
Can more efficiently place your orders
All of the buyers can see all of the submitted orders, and can cover for each other
Can split orders by vendor
When available, the catalog # will populate on their screen automatically, so they can place the order quickly and easily in eShop
ESHOP

14. Planning, Development & Testing
Project Team members:
Debi Geiger, Randy West, Dean Goble, Erin Sill, Lori Lewis (FSIT)
Tradespeople involved in testing:
Wayne Finton, Matt Everhart, Del Armstrong, Anthony Scarofile
Over 1 year of planning and development, testing of EZMaxMobile AND Maximo screens, applications, and queries.
We intend to strive for continuous improvement, and new ideas are always welcome.

15. Upcoming Trainings EZMaxMobile Trainings are scheduled for:
Thursday, June 25 from 9:30 – 11:00 in G10 Biotech
Tuesday, June 30 from 9:30 – 11:00 in G10 Biotech
Your supervisor will let you know which session to attend
Maximo laptop user trainings – June 23, 24, 25, 29
You will receive:
A presentation demonstrating step-by-steps to create and submit a material requisition in EZMaxMobile
Documentation with step-by-step instructions
Information on who to call or where to go for help/support

16. Go Live Date
Monday,
July 6, 2015