Building a Maximo Organization

Content

• Are there multiple GL account structures to be used? If so, then you’ll probably be required to have more than one organization.

• Do different entities in you business use tax options differently? If so, then you’ll probably require more than one organization.

• Is there a need to separate inventory items or storerooms and limit who has access to that data? If so, you’ll probably want to create multiple item sets that can be shared with some organizations and not others. In addition you’ll probably want to set user restrictions on your storerooms.

• Do you have multiple currency requirements within your business? Are you operating multiple countries? If so, you may need to have multiple base currencies which may require multiple organizations.

• Is there a requirement to separate your data from a business perspective when assets are considered? If so, you may need to create multiple organizations to handle this.

• Is there any need to limit users in what part of your business from seeing or updating data in another part of your business? If so, then you may need to create multiple sites within an organization and configure security privileges.

• Do your storerooms each have their own business processes? If so, you’ll want to create multiple organizations to handle this.

• Is there a need to issue items between sites? If so, you’ll want to create multiple sites within a single organization.
• Is there a need to use internal PO’s and PR’s? If so, the storerooms, sites, locations involved will need to be in the same organization.

• Is there a need to share standardized info across business segments? This would be data such as classifications, job plans, item descriptions, PM’s etc. If yes, you’ll want to set up a single organization, single site environment.

• Are there differences in how inventory is handled across segments of your business? This would include things like inventory costing, re-order procedures etc. If so, then more than one organization should be created.

• Are there differences in how certain applications should be displayed or configured across business segments? This would include things such as the location drill down display etc. If so, than more than one organization should be created.

• Are auto number series for certain new records handled differently in different business segments? If so, then you may need to set up multiple sites.

These aren’t the only questions that can be asked but are rather designed to help you start to think about the types of questions that should help you in planning out how to build your Maximo organizations.