Types of contracts

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Maximo® Manage Contracts application recognizes the following types of contracts:

  • Blanket
  • Labor
  • Lease
  • Pricing
  • Purchase
  • Rental
  • Service
  • Software license
  • Master
  • Warranty

The outbound integration sends only blanket contracts from Maximo Manage to the Oracle E-Business Suite. A Maximo Manage blanket contract is an agreement to purchase materials or services from a particular vendor at an agreed upon price and terms. To place an actual order, you must issue a blanket release against a blanket purchase agreement.

Unlike Maximo Manage, the Oracle E-Business Suite includes contracts as part of the purchasing module. The purchasing module recognizes the following types of documents.

  • Blanket purchase agreements
  • Blanket releases
  • Contract purchase agreements
  • Global agreements
  • Planned purchase orders
  • Scheduled releases
  • Standard

The inbound integration treats Oracle blanket purchase agreements and contract purchase agreements as contracts.

An Oracle blanket purchase agreement is equivalent to a Maximo Manage blanket contract. An Oracle contract purchase agreement is an agreement with a supplier, with specific terms and conditions, that does not specify the goods and services that are purchased. You later issue a standard purchase order that references the contract. The lines on the contract are read‐only and you can input data only on the contract header and in the terms and conditions.

Structure of contract numbers

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The purchase order number for an inbound blanket release is a concatenation of the blanket agreement number, a hyphen, and the release number.

In the following diagram, the purchase order number of the first release against blanket order 1000 is 1000‐1.
Figure 1. Inbound blanket release example
Diagram depicting the flow of an inbound blanket order

Status of contracts

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In the Oracle E-Business Suite, blanket and contract purchase agreements use the same statuses as purchase orders.

Following are the valid status values:
  • Incomplete
  • Approved
  • Finally closed
  • Canceled
Following are the valid contract status values in Maximo Manage:
  • DRAFT
  • WAPPR
  • APPR
  • PNDREV
  • REVISD
  • SUSPEND
  • EXPIRD
  • CANCEL
  • CLOSE
  • WSTART

The PCSEND integration control contains the statuses at which Maximo Manage sends contracts to the Oracle E-Business Suite. The default value of the control is APPR (approved).

Filter

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The integration framework transfers contracts from Maximo Manage to the Oracle E-Business Suite when the following conditions are met:

  • The status of the contract is equal to a status in the PCSEND integration control.
  • The contract is a blanket contract.
The integration framework transfers contracts from the Oracle E-Business Suite to Maximo Manage when the following conditions are met:
  • The value of the Oracle integration control PCIN is 1.
  • The contract is a blanket purchase agreement, contract purchase agreement, or planned purchase order.
  • The status of the contract is approved.

Integration controls

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The contract integration uses the following Maximo Manage and Oracle integration controls.

Table 1. Contract integration controls
Control Description System
GENITEM Dummy identifier for masking item number. Maximo Manage
GENUSR Dummy identifier for masking user ID in outbound transactions. Maximo Manage
GLCURNCYTYPE Type of currency exchange rates. Maximo Manage
LINETYPEXREF Cross‐reference Maximo Manage line type (synonyms) and the Oracle E-Business Suite line type. Maximo Manage
OACATXREF Cross‐reference Maximo Manage line type and the Oracle E-Business Suite item or service category identifier. Maximo Manage
OAPCDEFORDERUNIT Order unit to default on PC, when no unit of measure specified on purchase order line. Maximo Manage
ORGXREF Cross‐reference Maximo Manage organization and the Oracle E-Business Suite ledger ID. Maximo Manage
PCIN Send the Oracle E-Business Suite contract data to Maximo Manage. Oracle E-Business Suite
PCSEND Statuses at which contracts are sent from Maximo Manage to the Oracle E-Business Suite. Maximo Manage
PCSTATUSXREF Cross‐reference Maximo Manage internal and external contract status, if you are using synonyms. Maximo Manage
PCTYPEXREF Cross‐reference Maximo Manage and the Oracle E-Business Suite contract types. Maximo Manage
SITEXREF Cross‐reference Maximo Manage site ID and the Oracle E-Business Suite operating unit. Maximo Manage

Following are the ways in which the PCTYPEXREF control cross‐references the Oracle and Maximo Manage PO types:

Table 2. PCTYPEXREF control cross‐references of PO types
Oracle document Oracle PO type Maximo Manage PO type
Blanket purchase agreement BLANKET BLANK
Contract purchase agreement CONTRACT BLANK
Planned purchase order PLANNED BLANK