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Maximo 7.1 initial data and import sequence

April 19, 2009 by 25 Comments

I found this import sequence extremely useful while importing data for a client and it might be useful to you. It’s just a simple guideline for importing data and the suggested entry mode…

V7.1 module Subapplication Nature of work performed in this
subapplication		 Suggested
entry_mode
System
Configuration		 Database Configuration Create new object
attributes/relationships		 Manual
System
Configuration		 GL Component
Configuration		 Configure GL component Manual
Financial GL Components Create GL components Manual
Financial Chart of Accounts Create GL codes Manual
Financial Currency Codes Create currency codes Manual
Administration Item and Company Sets Create item and company sets Manual
Administration Organizations Create organization Manual
Administration Sites Create sites Manual
Administration Calendars Create calendars Manual
Failure dodes Failure codes Create failure codes Manual
Organizations Tax options Assign tax types Manual
Inventory Measure units Define measure units Manual
Inventory Conversion factors for
measure units		 Define conversion factors Manual
Domains Valuelists Define ALN, NUM, SYNOMYM value
lists		 Manual
Organizations Address codes Define addresses Manual
Assets Locations Create systems and locations Import
Purchasing Company master Create companies master records Import
Purchasing Companies Create company records Import
Administration Classifications Define classifications for assets,
Locations, items, etc.		 Import
Inventory Item Master setup Create Item Master records Import
Inventory Storerooms Create Storeroom locations Import
Inventory Inventory Assign items to inventory Import
Inventory Tools Create tools Import
Inventory Stocked Tools Assign tools to inventory Import
Assets Meters/Meter Groups Create meters and meter groups Manual
Assets Assets Create assets Import
Assets Condition Monitoring Define condition monitoring points Import
Administration Person groups Define person groups Manual
Administration People Define persons Manual
SCConfig Start Centers Create new Start Center templates
(non-module)		 Manual
Security Security Groups Create roles Manual
Security Users Create and assign users to security
groups		 Manual
Administration Crafts Create crafts Manual
Administration Qualifications Create qualifications for labor and
crafts		 Manual
Administration Labor Create labor records Manual
Planning Safety Plans Create safety plans Import
Planning Precautions Create safety plan precautions Manual
Planning Lock out/Tag Out Create safety plan lock out and tag out
procedures		 Manual
Planning Safety Hazards Create safety plan hazards Manual
Planning Job Plans Create job plans Import
Preventive
Maintenance		 Preventive Maintenance Create preventive maintenance
schedules		 Import
Filed Under: Maximo Tagged With: ,
About Chon

I am a Senior Consultant/Software Engineer and co-lead developer of EZMaxMobile at InterPro Solutions, LLC

← Older Comments
  • Kevin Jernigan

    Do you have the tables that need to be populated when importing assets and locations. There appears to be a lot of related tables that need populating. Also the long description in conjunction with the Asset import.

    • http://interprosoft.com Chon

      I don’t. It was a trial an error for me as well.

  • shuizhiyun

    i think it needs set the site and fin information
    first

  • coldeath

    hi Chon,
    any idea, about importing the companies? since i can’t get it right… all company master data already imported.

    thx

  • Pingback: The unofficial guide to the Maximo Integration Framework (MIF)

  • Tejender Maximo

    any issues related to maximo 7.1 and 7.5 you can post at http://maximo75-tejender.blogspot.com/

  • Manh

    hi all
    i have use maximo 7.1 import,export file xml,csv in Asset,Inventory…sucessful.But in invoice,i can’t export or import .
    i want to question: have maximo 7.1 support import,export in INVOICE ?
    Please all help me

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