IBM Maximo For Service Providers: Maximo User's Guide Addendum

IBM Maximo for Service Providers
Release 6.1
Maximo User’s Guide Addendum
SC23-8802-00
Note
Before using this information and the product it supports, read the information in “Notices” on page Notices-1.
This edition applies to Release 6.1 of IBM Maximo for Service Providers and to all subsequent releases and
modifications until otherwise indicated in new editions.
Third-Party Technology: Certain Maximo products contain technology provided under license from third
parties, as noted in the following table:
IBM Product Third-Party Information

All Products Portions © 1996-2003 Visual Mining, Inc. Visual Mining™ NetCharts
Server provided by Visual Mining, Inc.
IBM Maximo Portions © 1995-2004 Actuate Corporation.
Portions © 2005 BEA Systems, Inc. BEA WebLogic Server® provided by

BEA Systems, Inc.
Portions © 1996-2005, i-net software GmbH. J-Integra for COM® v2.4.

© 2004 Intrinsyc Software International, Inc.
Sentry Spelling-Checker Engine © 2000 Wintertree Software, Inc.

Maximo Discovery MSDE Copyright © Microsoft® Corporation.
Portions © 1998-2005 Centennial Software Limited.

IBM Maximo Asset Navigator Portions © 1993-2002 Snowbound™ Software Corporation.
RasterMaster™ Raster imaging technology provided by Snowbound
Software Corporation.
IBM Maximo Mobile Portions © 2005 DataMirror, Inc.
Portions © 2000-2005 Zaval Creative Engineering Group.

IBM Maximo Mobile SE Portions © 1996-2005 Syclo, LLC.
Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source"
ownership of which is attributed as follows: Portions © 2002, Steve Souza ([email protected]). Portions ©
2000-2004, Jason Hunter & Brett McLaughlin. Portions © 2004-2005, The Apache Software Foundation
(http://www.apache.org/).
© Copyright International Business Machines Corporation 2007. All rights reserved.
US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule
Contract with IBM Corp.
Contents
About This Publication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Related Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
IBM Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii
Chapter 1: Administration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Organizations (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Organizations (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Work Order Options > Edit Rules Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Service Options Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Billing Options Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Classifications (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Classifications (SP) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Chapter 2: Assets Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Locations (SP) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Location Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Service Address Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Locations (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Chapter 3: Configuration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Escalations (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Escalations (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Chapter 4: Resources Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

People (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
People (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Chapter 5: Service Desk Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Activities (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Activity Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Plans Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Actuals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Activities (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Apply Response Plan Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Apply Customer Agreement Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Select/Deselect Price Schedule Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
View Costs and Prices Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
View Billing Status History Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Changes (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Change Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Plans Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
© Copyright IBM Corp. 2007 iii

Actuals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Changes (SP) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Incidents (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
Incident Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
Activities Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
Incidents (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
Problems (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Problem Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Activities Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Problems (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Releases (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Release Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Plans Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Actuals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Releases (SP) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10
Service Requests (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Service Request Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Service Address Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Service Requests (SP) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Chapter 6: Service Management Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Service Level Agreements (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Service Level Agreement Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Conditions Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Locations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Assets Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Service Level Agreements (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Service Address (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Service Address (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Duplicate Address Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Delete Address Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Response Plans (SP) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Response Plan Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Conditions Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Locations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Assets Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Response Actions Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
Response Plans (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
Change Status Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
Associate Customer Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
Duplicate Response Plan Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
Delete Response Plan Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
Chapter 7: Work Orders Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Service Requests (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Work Order Tracking (SP) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
iv IBM Maximo for Service Providers: Maximo User’s Guide Addendum

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Work Order Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Plans Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Actuals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Work Order Tracking (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Apply Customer Agreement Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
View/Update Price Quote Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Select/Deselect Price Schedule Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Chapter 8: Service Provider (SP) Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Customer Agreements (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Customer Agreement Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Price Schedules Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Terms and Conditions Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Contacts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Customer Agreements (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
View Status History Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Revise Agreement Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
View Revision History Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Duplicate Agreement Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Customers (SP) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Customer Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Contacts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Price Schedules Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Associated Customers Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Customers (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
View History Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Create Communication Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Edit/Delete Customer Log Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Associate SLAs Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Associate Response Plans Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Copy to Business Address Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Duplicate Customer Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Delete Customer Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Bill Review (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Bill Review Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Terns and Conditions Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Bill Review (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Advance all WAPPR Lines to APPR Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
View Costs Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Customer Billing (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Customer Billing (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Change Status Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Advance all WAPPR Lines to APPR Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
View Bill Batch Status History Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-11
Line Status Summary Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-11
Sales Orders (SP) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
Contents v
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
Sales Order Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
Service Address Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12
Sales Orders (SP) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Change Status Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Select Owner Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Take Ownership Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Apply Response Plan Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Apply Customer Agreement Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Select/Deselect Price Schedule Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
View Billing Status History Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
View Sales Order History Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
Edit Sales Order History Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
Duplicate Sales Order Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
Delete Sales Order Action. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14
Chapter 9: Service Provider Database Tables and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notices-1
vi IBM Maximo for Service Providers: Maximo User’s Guide Addendum

About This Publication
This section explains how this guide can help you to use IBM® Maximo® for
Service Providers (Service Provider). It also provides information about other
IBM Corporation resources available to you, such as additional documentation
and support.
Intended Audience
This addendum to the IBM Maximo User’s Guide is for people who use
Maximo Service Provider. This solution extends certain existing Maximo
applications and also provides new Maximo applications designed specifically
for Service Providers customers.
Related Information
You can find more information regarding Maximo Service Provider in the
following document:
! IBM Maximo for Service Providers Installation Guide
The IBM Maximo for Service Providers Installation Guide is a separate

document delivered in Adobe® Systems’ Portable Document Format (PDF)
with the product software. The guide should be used in conjunction with the
standard Maximo documentation set.
For more information about Maximo, refer to the following documentation:
Document Description
IBM Maximo Finance Manager’s Describes how IBM Maximo

Guide completes financial transactions
and how to set up general ledger
accounts.
IBM Maximo Installation Guide Describes how to install and

configure the following software:
! Application server
! IBM Maximo
! Actuate®
IBM Maximo Multisite Describes how to configure IBM

Administrator’s Guide Maximo for a Multisite
implementation.
© Copyright IBM Corp. 2007 vii

IBM Support
Document Description
IBM Maximo Online Help Provides step-by-step procedures for

Maximo applications.
IBM Maximo Reconciliation Describes how to use the IBM

Implementation Guide Maximo Reconciliation module to
reconcile the two types of
information that IBM Maximo
maintains about information
technology (IT) assets: IT asset data
and deployed asset data.
IBM Maximo Report Administration Describes how to use Actuate to

and Development Guide design and administer IBM Maximo
reports.
IBM Maximo System Describes database configuration,

Administrator’s Guide security, and other administrative
level applications and tasks.
IBM Maximo User’s Guide Provides an overview of the Maximo

end user applications. It also
describes how the IBM Maximo
applications interact with each
other.
IBM Maximo Workflow Provides information about how to

Implementation Guide use IBM Maximo to plan, design,
build, test, implement, and manage
Workflow processes.
IBM Maximo Enterprise Adapter Describes how to configure and use

(MEA) System Administrator's the IBM MEA.
Guide
IBM Support
IBM Software Support provides assistance with product defects.
Before contacting IBM Software Support, your company must have an active
IBM software maintenance contract, and you must be authorized to submit
problems to IBM. For information about the types of maintenance contracts
available, see "Enhanced Support," in the Software Support Handbook at
techsupport.services.ibm.com/guides/services.html.
Complete the following steps to contact IBM Software Support with a

problem:
1 Define the problem, gather background information, and determine the

severity of the problem. For help, see the "Contacting IBM," in the
Software Support Handbook at techsupport.services.ibm.com/guides/
beforecontacting.html.
2 Gather diagnostic information.
viii IBM Maximo for Service Providers: Maximo User’s Guide Addendum
IBM Support
3 Submit your problem to IBM Software Support in one of the following

ways:
a Online: Click Submit and track problems on the IBM Software

Support site at www.ibm.com/software/support/probsub.html.
b By telephone: For the telephone number to call in your country, go to

the Contacts page of the IBM Software Support Handbook at
techsupport.services.ibm.com/guides/contacts.html.
If you submit a problem that is a software defect or for missing or inaccurate

documentation, IBM Software Support creates an Authorized Program
Analysis Report (APAR). The APAR describes the problem in detail.
Whenever possible, IBM Software Support provides a workaround that you

can implement until the APAR is resolved and a fix is delivered. IBM
publishes resolved APARs on the Software Support Web site daily, so that
other users who experience the same problem can benefit from the same
resolution.
About This Publication ix

IBM Support
x IBM Maximo for Service Providers: Maximo User’s Guide Addendum

Administration Module
The Administration module has two cloned applications. This chapter

1
provides an overview of the new actions and fields in the cloned applications.
For more information on any application, refer to the application help. You
also can refer to the IBM Maximo User’s Guide for more information on any
standard Maximo application.
The Administration module contains the following cloned applications:
Application Service Provider Function
Organizations (SP) Specify whether you require

formatted street addresses;
the status at which a record
can be added to a bill batch;
the work order status at which
you can edit fees and charges.
Classifications (SP) Specify whether a

classification applies to sales
orders.
Organizations (SP) Application

You use the Organizations (SP) application to set up the organizations and
sites to use with Maximo. You must define at least one organization and one
site.
Within the Organizations (SP) application you set defaults for a wide variety
of options relating to Maximo applications or groups of applications, such as
work orders, inventory, purchasing, PMs, assets, and so forth.
Organizations (SP) Actions

The Organizations (SP) application has the following new and enhanced
industry-specific actions:
! Work Order Options > Edit Rules

! Service Options (new)
! Billing Options (new)
For details about these actions, refer to the Organizations (SP) help.
© Copyright IBM Corp. 2007 1-1

Work Order Options > Edit Rules Action

You use the Work Order Options > Edit Rules action to specify the work
order properties that you can edit at various statuses. Specify edit rules for
the following properties:
! GL account
! Asset
! Location
! Work plan labor
! Work plan materials
! Work plan services
! Work plan tools
! Data on the Safety tab
! Fees and charges
Work Order Options > Edit Rules
Service Options Action

You use the Service Options action to specify how to enter street address
information for a service address. Specify whether street address information
is entered in a fixed, structured format, or as text in fields.
If you require street address information to be entered in a structured format,

users enter street address information in the Add/Modify Street Address
dialog box, which they access from the Service Address tab in various
applications.
1-2 IBM Maximo for Service Providers: Maximo User’s Guide Addendum
Service Options
Billing Options Action

You use the Billing Options action to specify the status at which completed
work can be added to a bill batch.
You set billing options for the following types of records:
! Service requests
! Incidents
! Problems
! Work orders (including activities, changes, and releases)
! Sales orders
Billing Options
Administration Module 1-3

Classifications (SP) Application
Classifications (SP) Application

You use the Classifications (SP) application to create classifications and build
classification hierarchies. Classifications provide you with a means to logically
categorized information, and can be used on location, asset, item, work order,
ticket, sales order, and solution records. You can classify and then search for
things that have been classified.
Classification also is a condition that Maximo uses when searching for

matches between customer agreements, service level agreements and
response plans, and the records to which they might be applied.
You can associate a classification with a customer. When you make this
association, only the associated customer can see this classification.
Tabs
The Classifications (SP) application has the following enhanced tab:
! Classifications
The Classifications tab has the following industry-specific fields:
! Sales Order?
! Customer
For information about fields, place the cursor in the field and press Alt + F1.
Classifications (SP) Actions

The Classifications (SP) application has the following industry-specific action:
! Associate a classification with a customer
Associate a Classification When you associate a classification with a customer, the classification is
with a Customer Action available only to records for that customer.
NOTE Unlike most actions, you do not select this action from the Select Action menu.
You perform it by clicking the Detail Menu icon next to the Customer field on
the Classification tab.
For details about this action, refer to the Classifications (SP) help.
Assets Module
2
The Assets module has one cloned application. This chapter provides an
overview of the new and enhanced tabs and the new action in the cloned
application.
The Assets module contains the following industry-specific application:
Locations (SP) Specify the responsible

customer for a location and
the charge account and cost
center of that customer.
Locations (SP) Application

You use the Locations (SP) application to create and maintain locations for
assets and locations where you provide services to customers. You can
organize these locations into logical hierarchical or network systems.
You use systems of locations and specifying the location for assets on asset
records to gather and track valuable information about the history of assets.
You can obtain information on asset performance at specific sites.
You also can associate locations with a service address. A service desk
typically uses a service address to identify one or more locations where it
provides services or performs work. You can organize locations associated
with service addresses into a hierarchical address system.
You can associate locations with one or more of your service customers. A
system process can match data on the combination of location and customer to
apply a response plan, service level agreement, or agreement price schedule to
work for that location.

Locations (SP) Application
Tabs
The Locations (SP) application has the following new or enhanced tabs:
! Location
! Service Address (new)
Location Tab
The Location tab has the following industry-specific fields:
! Customer Charge Account

! Customer Cost Center
Service Address Tab

You use the Service Address tab to create or view a service address for the
location. The service address for a location typically is different from the
bill-to and ship-to address for a location.
Locations (SP) Actions

The Locations (SP) application has the following industry-specific action:
! Associate Customers
Associate Customers Action You use the Associate Customers action to associate one or more customers
with a location. You designate one customer as the responsible customer for a
location.
For details about this action, refer to the Locations (SP) help.
Configuration Module
3
The Configuration module has one cloned application. This chapter provides
an overview of the enhanced tab and new action in the cloned application.
The Configuration module contains the following industry-specific

application:
Escalations (SP) Identify the application that

generated an escalation.
Escalations (SP) Application

You use the Escalations (SP) application to automatically monitor critical
processes across your enterprise. The primary goal of escalation management
is to ensure that critical tasks are completed on time, such as those defined for
service level agreements. You can also use escalations for events such as
notifying you before contracts expire, changing the status of a record, or
changing the owner of a record.
Tabs
The Escalations (SP) application has the following enhanced tab:
! Escalation
The Escalation tab has the following industry-specific field:
! Source Application

Escalations (SP) Application
Escalations (SP) Actions

The Escalations (SP) application has the following industry-specific action:
! Edit External Escalation
Edit External Escalation If you have the proper security authorization, you can use the Edit External
Action Escalation action to edit external escalations. Escalations that are created
from an application other than the Escalations (SP) application are external
escalations.
For details about this action, refer to the Escalations (SP) help.
Resources Module
4
The Resources module has one cloned application. This chapter provides an
overview of the enhanced tab in the cloned application.
The Resources module contains the following industry-specific application:
People (SP) Specify customer or vendor

identifier and type.
People (SP) Application

You use the People (SP) application to create, modify, view, and delete records
of people. This application stores personal and official information on
individuals such as Maximo users, labor, asset owners, supervisors, and
individuals who receive workflow notifications via email. They can be your
employees or employees of customers or vendors with whom you do business.
Tabs
The People (SP) application has the following enhanced tab:
! Person
The Person tab has the following industry-specific fields:
! Cust/Vendor
! Cust/Vend Type
People (SP) Actions

The People (SP) application has no industry-specific actions.

People (SP) Application
Service Desk Module
5
The Service Desk module has six cloned applications. This chapter provides
an overview of new and enhanced tabs and new actions in the cloned
applications.
The Service Desk module contains the following industry-specific

applications:
Activities (SP) Specify customer charge

account and cost center; fees
Changes (SP) and charges; and service
address.
Incidents (SP)
Apply customer agreement,
Problems (SP) price schedules, and response
plan.
Releases (SP)
View and update price quotes;
Service Requests (SP) view costs and prices.
Activities (SP) Application

You use the Activities (SP) application to plan, review, and manage activities.
When you create an activity in Maximo, you initiate the work process and
create a historical record of work being performed. Activities are created in
the Incidents and Problems (SP) applications. An activity is a type of work
order.
Tabs
The Activities (SP) application has the following new or enhanced tabs:
! Activity
! Plans
! Actuals

Activity Tab
The Activity tab has the following industry-specific fields:
! Customer
! Response Plan
Plans Tab
The Plans tab has the following industry-specific subtab:
! Fees and Charges
The Plans tab has the following industry-specific field on each of its subtabs:
! Line Price
Actuals Tab
The Actuals tab has the following industry-specific subtab:
! Fees and Charges
The Actuals tab has the following industry-specific field on each of its subtabs:
! Line Price
Service Address Tab

You use the Service Address tab to view or add service address information
and to view information about the associated customer, customer agreement,
price schedule, and billing status.
Activities (SP) Actions

The Activities (SP) application has the following industry-specific actions:
! Apply Response Plan

! Apply Customer Agreement
! Select/Deselect Price Schedule
! View Costs and Prices
! View Billing Status History
For details about these actions, refer to the Activities (SP) help.
NOTE These actions are also available in the following applications:
! Changes (SP)
! Incidents (SP)
! Problems (SP)
! Releases (SP)
! Service Requests (SP)
To understand how each action applies to other applications, substitute the

word activity in the following descriptions with change, incident, and so on.
Apply Response Plan Action

You use the Apply Response Plan action to apply a response plan to an
activity. When you apply a response plan, you ensure predictable and
repeatable responses to similar activities.
Apply Customer Agreement Action

You use the Apply Customer Agreement action to apply a customer
agreement to an activity. When you apply a customer agreement, you also
apply the price schedule that matches certain criteria on the activity.
Select/Deselect Price Schedule Action

You use the Select/Deselect Price Schedule action to select a price
schedule or deselect a price schedule on a ticket, work order, or sales order.
You associate only one price schedule with a record, so you might deselect a
price schedule so that you can select a more appropriate one.
View Costs and Prices Action

You use the View Costs and Prices action to view transaction costs and
prices, and fees and charges, for a ticket, its activities, and its child activities.
View Billing Status History Action

You use the View Billing Status action to view billing status history for a
ticket, work order, or sales order. The dialog box displays billing status history
for all billing lines that reference this ticket, work order, or sales order.
Service Desk Module 5-3

Changes (SP) Application

You use the Changes (SP) application to plan, review, and report actuals for
implementing changes or deploying new, standard configurations to existing
assets.
Tabs
The Changes (SP) application has the following new or enhanced tabs:
! Change
! Plans
! Actuals
Change Tab
The Change tab has the following industry-specific fields:
! Customer
! Response Plan
Plans Tab
! Fees and Charges
! Line Price
Actuals Tab
! Fees and Charges
! Line Price
Service Address Tab

Changes (SP) Actions

The Changes (SP) application has the following industry-specific actions:

! View/Update Price Quote
For information about the first five actions, see “Activities (SP) Actions,” on
page 5-2.
View/Update Price Quote You use the View/Update Price Quote action to add, view or update a price
Action quote. You can add or update a price quote on a change if the associated price
schedule allows price quotes and the change is not included in a bill batch.
You cannot add a price quote to a task work order.
For details about this action, refer to the Changes (SP) help.

Incidents (SP) Application

You use the Incidents (SP) application to create, view, delete, and resolve
incident records for customers and other users. You create an incident record
to capture information about an event that deviates from standard service or
an event that might disrupt the quality of that service.
Tabs
The Incidents (SP) application has the following new or enhanced tabs:
! Incident
! Activities
Incident Tab
The Incident tab has the following industry-specific fields:
! Customer
! Customer Charge Acct
! Response Plan
Activities Tab
The Activities tab has the following industry-specific fields:
! Customer Charge Acct

! Line Price
Service Address Tab

Incidents (SP) Actions

The Incidents (SP) application has the following industry-specific actions:

! Add/Modify Fees and Charges
page 5-2.
Add/Modify Fees and You use the Add/Modify Fees and Charges action to add or modify fees and
Charges Action charges on a ticket. The dialog box also displays fees and charges added with
any applied price schedule.
For details about this action, refer to the Incidents (SP) help.

Problems (SP) Application
Problems (SP) Application

You use the Problems (SP) application to create and modify problem records.
You create a problem record to capture an unknown, underlying cause of one
or more incidents.
Tabs
The Problems (SP) application has the following new or enhanced tabs:
! Problem
! Activities
Problem Tab
The Problem tab has the following industry-specific fields:
! Customer
! Response Plan
Activities Tab
The Activities tab has the following industry-specific field:
! Line Price
Service Address Tab

Problems (SP) Actions

The Problems (SP) application has the following industry-specific actions:

page 5-2.
For information about the Add/Modify Fees and Charges action, see
“Add/Modify Fees and Charges Action,” on page 5-7.
Releases (SP) Application

You use the Releases (SP) application to plan, review, and prepare for large
batches of changes to assets. You use releases to manage the release of
authorized versions or configurations of assets into a production environment;
for large or critical hardware roll-outs, for major software roll-outs, and for
bundling related sets of changes.
Tabs
The Releases (SP) application has the following new or enhanced tabs:
! Release
! Plans
! Actuals
Release Tab
The Release tab has the following industry-specific fields:

! Customer
! Response Plan
Plans Tab
! Fees and Charges
! Line Price
Actuals Tab
! Fees and Charges
! Line Price
Service Address Tab


Releases (SP) Actions

The Releases (SP) application has the following industry-specific actions:

page 5-2.
For information about the View/Update Price Quote action, see “View/Update
Price Quote Action,” on page 5-5.
Service Requests (SP) Application

You use the Service Requests (SP) application to create, view, delete, and
resolve service requests from customers or other users. A service desk agent,
customer, or other user can create a service request.
Tabs
The Service Requests (SP) application has the following new or enhanced
tabs:
! Service Request
Service Request Tab

The Service Request tab has the following industry-specific fields:
! Customer
! Response Plan
! Line Price
Service Address Tab

Service Requests (SP) Actions

The Service Requests (SP) application has the following industry-specific
actions:

page 5-2.
For information about the Add/Modify Fees and Charges action, see
“Add/Modify Fees and Charges Action,” on page 5-7.

Service Management
Module
6
The Service Management module has two new applications and one cloned
application. This chapter provides an overview of new tabs and fields in the
cloned applications.
The Service Management module contains the following industry-specific

applications:
Service Level Agreements (SP) Create and manage service

level agreements (SLAs).
Service Address (SP) Create, view, modify, and

delete service addresses for
customers.
Response Plans (SP) Create, view, modify, and

delete response plans.
Service Level Agreements (SP) Application

You use the Service Level Agreements (SP) application to create and manage
service level agreements (SLAs). A service level agreement is a written
agreement between a service provider and a customer that documents the
agreed-upon levels of service.
Tabs
The Service Level Agreements (SP) application has the following new and
enhanced tabs:
! Service Level Agreement

! Conditions (new)
! Locations (new)
! Assets (new)

Service Level Agreements (SP) Application
Service Level Agreement Tab

The Service Level Agreement tab has the following new fields:
! Calendar Organization
! Ticket Site
! Ticket Organization
Conditions Tab
You use the Conditions tab to specify conditions under which Maximo applies
an SLA to a ticket or work order.
Locations Tab
You use the Locations tab to associate or view organizations, sites, locations,
and locations to which the service level agreement applies.
Assets Tab
You use the Assets tab to associate or view assets to which the service level
agreement applies.
Service Level Agreements (SP) Actions

The Service Level Agreements (SP) application has the following action:
! Associate Customer
Associate Customer Action You use the Associate Customer action to associate customers with a
service level agreement.
For details about this action, refer to the Service Level Agreements (SP) help.
Service Address (SP) Application
Service Address (SP) Application

You use the Service Address (SP) application to create, view, modify, and
delete service addresses for customers. A service address can represent one or
more physical locations for a customer. It contains detailed location
information that helps you to assign the correct resources when you provide
service or support to a location.
Tabs
The Service Address (SP) application has the following tabs:
! List
! Addresses
The List tab is found throughout Maximo applications. For more information
about this tab, refer to the IBM Maximo User’s Guide and the help.
Addresses Tab You use the Addresses tab to add, view, modify, or delete service addresses. A
service address typically identifies an area where services are provided or
where assets are located.
Service Address (SP) Actions

The Service Address (SP) application has the following actions:
! Duplicate Address
! Delete Address
For details about these actions, refer to the Service Address (SP) help.
Duplicate Address Action

You use the Duplicate Address action to duplicate a service address.
Delete Address Action

You use the Delete Address action to delete a service address.
Service Management Module 6-3

Response Plans (SP) Application

You use the Response Plans (SP) application to create, view, modify, and
delete response plans. A response plan that is applied to a ticket, work order,
or sales order ensures predictable and repeatable responses to similar work
requests.
Tabs
The Response Plans (SP) application has the following tabs:
! List
! Response Plan
! Conditions
! Locations
! Assets
! Response Actions
Response Plan Tab

You use the Response Plan tab to create, view, modify, or delete a response
plan. When you create a response plan, you define the class of ticket or work
order, or the sales order to which it applies.
Conditions Tab
You use the Conditions tab to specify conditions under which Maximo applies
a response plan to a ticket, work order, or sales order. For Maximo to apply
the response plan, conditions defined on the response plan must match
conditions defined on a ticket, work order, or sales order.
Locations Tab
You use the Locations tab to add organizations, sites, locations, and locations
within specified location hierarchies to a response plan. The response plan is
applicable to records such as tickets, work orders, or sales orders that
reference one of the organizations, sites, locations, or location hierarchies on
the response plan.
Assets Tab
You use the Assets tab to add assets and asset types to a response plan. The
assets can be within a specified asset hierarchy. When you add assets and
asset types to a response plan, it makes the response plan applicable only to
tickets, work orders, or sales orders with the same asset criteria.
Response Actions Tab

You use the Response Actions tab to specify the actions to take and the
notifications to make when the response plan is applied to a ticket, work
order, or sales order. You can select existing actions or action groups, or create
new ones in the Actions application.
Response Plans (SP) Actions

The Response Plans (SP) application has the following actions:
! Change Status
! Associate Customer
! Duplicate Response Plan
! Delete Response Plan
For details about these actions, refer to the Response Plans (SP) help.
Change Status Action

You use the Change Status action to change the status of a response plan.
You might need security authorization to perform this action.
Associate Customer Action

You use the Associate Customer action to associate customers with a
response plan. Associate customers with a response plan if you want the
response plan to apply only to tickets, work orders, or sales orders for these
customers. You also use this action to view or remove customers associated
with the response plan.
Duplicate Response Plan Action

You use the Duplicate Response Plan action to duplicate a draft or inactive
response plan. You might need security authorization to perform this action.
Delete Response Plan Action

You use the Delete Response Plan action to delete a response plan. You
might need security authorization to delete a response plan.
Service Management Module 6-5

Work Orders Module
7
The Work Orders module has two cloned applications. This chapter provides
an overview of new and enhanced tabs and new actions in the cloned
application.
The Work Orders module contains the following industry-specific

applications:
Service Requests (SP) Create, view, delete, and

resolve service requests from
customers or other users.
Work Order Tracking (SP) Specify customer charge

account and cost center; fees
and charges; and service
address.
Apply customer agreement,

price schedules, and response
plan.
View and update price quotes;

view costs and prices.

For information about the Service Requests (SP) application, see "Service
Requests (SP) Application," on page 5-11.
Work Order Tracking (SP) Application

You use the Work Order Tracking (SP) application to plan, review, and
approve work orders for assets and locations. When you create a work order,
you initiate the maintenance process and create a record of performed work.

Tabs
The Work Order Tracking (SP) application has the following new or enhanced
tabs:
! Work Order
! Plans
! Actuals
Work Order Tab

The Work Order tab has the following industry-specific fields:
! Charge Account
! Cost Center
! Customer
! Response Plan
Plans Tab
! Fees and Charges
! Line Price
Actuals Tab
! Fees and Charges
! Line Price
Service Address Tab

Work Order Tracking (SP) Actions

The Work Order Tracking (SP) application has the following industry-specific
actions:

For details about these actions, refer to the Work Order Tracking (SP) help.

agreement to a work order. When you apply a customer agreement, you also
apply the price schedule that matches certain criteria on the work order.
View/Update Price Quote Action

You use the View/Update Price Quote action to add, view or update a price
quote. You can add or update a price quote on a work order if the associated
price schedule allows price quotes and the work order is not included in a bill
batch.

You you the Select/Deselect Price Schedule action to select a price
Work Orders Module 7-3

Service Provider (SP)
Module
8
The Service Provider (SP) module has five new applications. This chapter
provides an overview of the tabs and actions in the applications.
The Preventive Maintenance module contains the following industry-specific

application:
Customer Agreements (SP) Create and maintain customer

agreements.
Customers (SP) Create and maintain customer

records.
Bill Review (SP) Review bills in a bill batch and

resolve questions before the
final bill is issued.
Customer Billing (SP) Create, modify, and view bill

batches for your customers.
Sales Orders (SP) Bill for services that are not

directly related to cost.
Customer Agreements (SP) Application

You use the Customer Agreements (SP) application to create and maintain
customer agreements between you and your customers. Customer agreements
contain the following information:
! Services you agree to provide

! Assets, asset types, or locations for which you agree to provide services
! Price schedules
! Billing terms and billing periods
! Performance incentives and penalties

Tabs
The Customer Agreements (SP) application has the following tabs:
! List
! Customer Agreement
! Price Schedules
! Terms and Conditions
! Contacts
! Log
Customer Agreement Tab

You use the Customer Agreement tab to create a customer agreement.
Price Schedules Tab

The Price Schedules tab has the following subtabs:
! Price Schedule
! Conditions
! Locations
! Assets
! Pricing Rules
Price Schedule Subtab You use the Price Schedule subtab to create or view billing rules for a price
schedule.
Conditions Subtab You use the Conditions subtab to add conditions to a price schedule. You
specify structured, header-level conditions and free-form conditions.
Locations Subtab You use the Locations subtab to add sites, locations, and locations within
specified location hierarchies to a price schedule. The price schedule is
applicable to tickets, work orders, or sales orders that reference one of the
sites, locations, or location hierarchies on the price schedule.
Assets Subtab You use the Assets subtab to add assets and asset types to a price schedule.
The assets can be within a specified asset hierarchy. When you add assets and
asset types to a price schedule makes the price schedule applicable only to
tickets, work orders, or sales orders with the same asset criteria.
Pricing Rules Subtab You use the Pricing Rules subtab to specify pricing rules for a customer
agreement price schedule. The pricing Rules subtab has five subtabs, as
shown in the following table.
Subtab Pricing rules that you can specify
IT Asset ! Asset management

! Asset usage
! Asset performance
Subtab Pricing rules that you can specify
Labor ! No charge
! Default markup percentage
! Specific markup percentage
! Specific rates
Materials ! No charge
! Markup percentage by commodity group or
commodity
Services ! No charge
! Markup percentage by service group or service
Tools ! No charge
! Markup percentage by commodity group or
commodity
Terms and Conditions Tab

You use the Terms and Conditions tab to add existing terms and conditions to
a customer agreement from the library of terms and agreements.
Contacts Tab
You use the Contacts tab to view contact information for a customer on a
customer agreement. You add and maintain contact information in the
Customers (SP) application.
Log Tab
You use the Log tab to add, view, and modify log entries involving this
customer agreement. You can use the log to record communications,
reminders, or other data relating to the agreement.
Customer Agreements (SP) Actions

The Customer Agreements (SP) application has the following actions:
! Change Status
! View Status History
! Revise Agreement
! View Revision History
! Duplicate Agreement
For details about these actions, refer to the Customer Agreements (SP) help.

You use the Change Status action to change the status of a customer
agreement. Changing the status of an agreement changes the status of all
price schedules on the agreement. You might need security authorization to
change a status.
Service Provider (SP) Module 8-3

View Status History Action

You use the View Status History action to view the status history for a
customer agreement. You might need security authorization to perform this
action.
Revise Agreement Action

You use the Revise Agreement action to create a revision of a customer
agreement. You can revise an approved or expired agreement. You also can
change pricing rules by creating a revision and updating the pricing rules in
the price schedule of the revision.
View Revision History Action

You use the View Revision History action to view revision history for a
customer agreement. You might need security authorization to perform this
action.
Duplicate Agreement Action

You use the Duplicate Agreement action to duplicate a customer
agreement. You might need security authorization to perform this action.
Customers (SP) Application

You use the Customers (SP) application to create, view, modify, and delete
customer records.
Customer records contain the following information about your customers:
! Business and billing addresses

! Billing details
! Internal charge account and cost center
! Internal contacts and vendor contacts
! Associations with customer agreements and price schedules
! Associations with service level agreements (SLAs) and response plans
! Associations with parent or child customers
Tabs
The Customers (SP) application has the following tabs:
! List
! Customer
! Contacts
! Log
! Price Schedules
! Associated Customers
Customer Tab
You use the Customer tab to add, modify, and view customer records.
Contacts Tab
You use the Contacts tab to add, view, modify, or delete contact people.
Log Tab
You use the Log tab to add, view, and modify log entries involving this
customer. You can use the log to record communications, reminders, or other
data relating to the customer.
Price Schedules Tab

You use the Price Schedules tab to view agreements and price schedules
associated with this customer.
Associated Customers Tab

You use the Associated Customers tab to view associated customers for the
customer record. An associated customer typically is a child, or division or
subsidiary, of the parent customer. Customers also create associated

customers when they have multiple billing addresses and want to create a
record for each billing address.
Customers (SP) Actions

The Customers (SP) application has the following actions:
! Change Status
! View History
! Create Communication
! Edit/Deselect Customer Log
! Associate SLAs
! Associate Response Plans
! Copy to Business Address
! Duplicate Customer
! Delete Customer
For details about these actions, refer to the Customers (SP) help.

You use the Change Status action to change the status of a customer record.
You might need security authorization to change a status.
View History Action

You use the View History action to view the status history for a customer.
You might need security authorization to perform this action.
Create Communication Action

You use the Create Communication action to send messages about a record
via e-mail.
Edit/Delete Customer Log Action

A customer log documents information about communications with or notes
about a customer. You use the Edit/Delete Customer Log action to modify
or delete a log entry for a customer. You might need security authorization to
perform this action.
Associate SLAs Action

You use the Associate SLAs action to associate an SLA (service level
agreement) with a customer.
Associate Response Plans Action

You use the Associate Response Plans action to associate one or more
response plans with a customer.
Copy to Business Address Action

You use the Copy to Business Address action to copy an address to the
business address for this customer. You can copy either the business address
of the parent or the billing address of this customer. After copying address
elements, you can modify them.
Duplicate Customer Action

You use the Duplicate Customer action to duplicate a customer. You might
need security authorization to duplicate a customer.
Delete Customer Action

You use the Delete Customer action to delete a customer record. You might
need security authorization to delete a customer.

Bill Review (SP) Application

You use the Bill Review (SP) application to review bills in a bill batch and
resolve questions before the final bill is issued.
After reviewing price details for a batch line, you approve or dispute the line
prices by changing the status of the line. After you review all lines, change the
status of the review bill to Reviewed. Approved lines on reviewed bills become
part of the next bill statement. Disputed lines are sent to the service provider
for further review. All unbilled transactions are carried forward for potential
inclusion in the next bill batch.
Tabs
The Bill review (SP) application has the following tabs:
! List
! Bill Review
! Terms and Conditions
Bill Review Tab

You use the Bill review tab to review and approve bill batches. You typically
change a status from WAPPR (waiting for approval) status to APPR
(approved). You also can change the status to DISPUTE (disputed).
Terns and Conditions Tab

You use the Terms and Conditions tab to view terms and conditions from
associated customer agreements.
Bill Review (SP) Actions

The Bill review (SP) application has the following actions:
! Change Status
! Advance all WAPPR Lines to APPR
! View Costs
For details about these actions, refer to the Bill Review (SP) help.

You use the Change Status action to change the status of the review bill
batch from PREBILL to REVIEWED.
Advance all WAPPR Lines to APPR Action

After reviewing the lines in the bill batch, you can use the Advance all
WAPPR Lines to APPR action to change all WAPPR (waiting for approval)
lines to APPR (approved).
View Costs Action

You use the View Costs action to view costs for the transactions if you have
security authorization to do so and if the customer agreement enables display
of this information.

Customer Billing (SP) Application

You use the Customer Billing (SP) application to create, modify, or view bill
batches for your customers. For each billing period, create a bill batch for
completed work for the customer and agreement. A bill batch includes all
revisions of a customer agreement. The agreement price schedules, and their
revisions, are applied to the completed work. Price quotes for work orders are
considered when Maximo creates the bill batch.
Tabs
The Customer Billing (SP) application has the following tab:
! List
! Billing Batch
Billing Batch Tab You use the Billing Batch tab to review the batch lines and change the status
of any line as needed.
Customer Billing (SP) Actions

The Customer Billing (SP) application has the following actions:
! Change Status
! Advance all WAPPR Lines to APPR
! View Bill Batch Status History
! Line Status Summary
For details about these actions, refer to the Customer Billing (SP) help.

You use the Change Status action to change the status of individual bill lines
for a bill batch.
Advance all WAPPR Lines to APPR Action

You use the Advance all WAPPR Lines to APPR action to change the
status of bill batch lines that have a status of WAPPR (waiting for approval)
lines to APPROVED (approved by customer).
View Bill Batch Status History Action

You use the View Bill Batch Status History action to view the status
history of a bill batch.
To see billing status for a record, use the View the Billing Status History
action on that record. The work order, ticket, or sales order that was billed
displays bill status.
Line Status Summary Action

You use the Line Status Summary action to view the status of a line in a bill
batch. Typically, you use the action to determine how many lines in the bill
batch require review and action before you can change the status of the bill
batch.

Sales Orders (SP) Application

You use the Sales Orders (SP) application to bill for services that are not
directly related to cost. For example, you bill monthly management fees, trip
charges, and several types of IT asset management fees with sales orders. You
can bill for IT asset management by count, performance, and usage. If you
contract for annual incentive payments, use sales orders to bill any incentive
amounts.
You associate a customer with the sales order, then apply a customer
agreement and price schedule to the sales order. The customer agreement
specifies agreed-to services, terms and conditions. The price schedule can
apply fixed fees and the pricing rules for services you provide or procure. You
can specify additional fees and charges on the sales order. If you create a sales
order to bill for IT asset maintenance, you specify certain information about
the assets, apply the agreement and price schedule, and let Maximo calculate
billing prices.
Tabs
The Sales Orders (SP) application has the following tabs:
! List
! Sales Order
! Service Address
Sales Order Tab

You use the Sales Order tab to:
! Create, view, or modify sales orders

! Insert fees and charges.
! View fees applied with an applied price schedule
! View prices for each line on the sales order
Service Address Tab

You use the Service Address tab to:
! View or add service address information
! View information about the associated customer, customer agreement,

price schedule, and billing status
Sales Orders (SP) Actions

The Sales Orders (SP) application has the following actions:
! Change Status
! Select Owner
! Take Ownership
! View Sales Order History
! Edit Sales Order History
! Duplicate Sales Order
! Delete Sales Order
For details about these actions, refer to the Sales Orders (SP) help.

You use the Change Status action to change the status of a sales order. You
might need security authorization to change a status.
Select Owner Action

You use the Select Owner action to assign administrative responsibility for a
sales order.
Take Ownership Action

You use the Take Ownership action to take administrative responsibility for
a sales order.
Apply Response Plan Action

You use the Apply Response Plan action to apply a response plan to an
activity. When you apply a response plan, you ensure predictable and
repeatable responses to similar sales orders.

agreement to a sales order. When you apply a customer agreement, you also
apply the price schedule that matches certain criteria on the sales order.

You use the Select/Deselect Price Schedule action to select a price
View Billing Status History Action

You use the View Billing Status action to view billing status history for a
ticket, work order, or sales order. The dialog box displays billing status history
for all billing lines that reference this ticket, work order, or sales order.

View Sales Order History Action

You use the View Sales Order History action to view the status and
ownership history of a sales order.
Edit Sales Order History Action

After a sales order is closed, Maximo archives the sales order and it becomes a
history record. You use the Edit Sales Order History action to modify an
archived sales order.
Duplicate Sales Order Action

You use the Duplicate Sales Order action to duplicate a sales order.
Delete Sales Order Action

You use the Delete Sales Order action to delete a sales order. You cannot
delete a sales order that has been extracted to a bill batch.
Service Provider Database
Tables and Columns
9
This chapter lists new industry-specific database tables and their columns. It
also lists new columns added to existing Maximo database tables.
CLASSSTRUCTURE Table
Column Persistent? Required? Maxtype Length
PLUSPCUSTOMER 1 0 UPPER 12
PLUSPUSEWITHSO 1 1 YORN 1
ESCALATION Table
PLUSPONDEMAND 1 1 YORN 1
PLUSPSOURCEAPP 1 1 UPPER 10
INCIDENT Table
PLUSPACTFEEPRICE 1 0 AMOUNT 10
PLUSPACTLABPRICE 1 0 AMOUNT 10
PLUSPADDRESSLINE2 1 0 ALN 36
PLUSPADDRISCHANGED 1 1 YORN 1
PLUSPAGREEMENT 1 0 UPPER 12
PLUSPBBLINEDATE 1 0 DATETIME 10
PLUSPBBLINENUM 1 0 INTEGER 12
PLUSPBBLINESTATUS 1 0 UPPER 12
PLUSPBBSTATUS 1 0 UPPER 12
PLUSPBILLBATCH 1 0 UPPER 12

PLUSPCITY 1 0 UPPER 36
PLUSPCOSTCENTER 1 0 UPPER 16
PLUSPCOUNTRY 1 0 UPPER 3
PLUSPCOUNTY 1 0 ALN 36
PLUSPCUSTCHACCT 1 0 UPPER 20
PLUSPCUSTPONUM 1 0 ALN 25
PLUSPDIRECNP 0 0 ALN 50
PLUSPDIRECNP_LONGDESCRIPTION 0 0 LONGALN 32000
PLUSPDIRECTIONS 1 0 ALN 50
PLUSPDIRECTIONS_LONGDESCRIPTION 0 0 LONGALN 32000
PLUSPFEEBILLPR 1 0 AMOUNT 10
PLUSPGEOCODE 1 0 ALN 11
PLUSPGRTOTALBILLPR 0 0 AMOUNT 10
PLUSPLABBILLPR 1 0 AMOUNT 10
PLUSPLATITUDE 1 0 DECIMAL 7
PLUSPLONGITUDE 1 0 DECIMAL 8
PLUSPMAXPRICE 1 0 AMOUNT 10
PLUSPPOREQ 1 1 YORN 1
PLUSPPOSTALCODE 1 0 ALN 12
PLUSPPRICESCHED 1 0 UPPER 10
PLUSPPSFILTER 0 0 UPPER 10
PLUSPQUOTEDPRICE 1 0 AMOUNT 10
PLUSPQUOTETYPE 1 0 UPPER 8
PLUSPREFPOINT 1 0 ALN 50
PLUSPREGIONDISTR 1 0 ALN 36
PLUSPRESPONSEPLAN 1 0 UPPER 10
PLUSPREVNUM 1 0 INTEGER 12
PLUSPSTADDRDIRPRFX 1 0 UPPER 2
PLUSPSTADDRDIRSFX 1 0 UPPER 2
PLUSPSTADDRNUMBER 1 0 ALN 9
PLUSPSTADDRSTREET 1 0 ALN 25
PLUSPSTADDRSTTYPE 1 0 ALN 8
PLUSPSTADDRUNITNUM 1 0 ALN 6
PLUSPSTATEPROVINCE 1 0 UPPER 3
PLUSPSTREETADDRESS 1 0 ALN 56
PLUSPTIMEZONE 1 0 ALN 28
PLUSPTOTALBILLPR 0 0 AMOUNT 10
LABTRANS Table
PLUSPBILLPRICE 1 0 AMOUNT 10
PLUSPCURRBILLPR 1 0 AMOUNT 10
PLUSPCURRLINEPR 1 0 AMOUNT 10
PLUSPCUSTCURCODE 1 0 UPPER 8
PLUSPCUSTCURDATE 1 0 DATE 4
PLUSPCUSTEXRATE 1 0 DECIMAL 14
PLUSPLINEPRICE 1 0 AMOUNT 10
PLUSPPRICEADJ 1 1 YORN 1
PLUSPREVGLACCT 1 0 GL 23
PLUSPSALESTAX 1 0 AMOUNT 10
PLUSPTAX1AMT 1 0 AMOUNT 10
PLUSPTAX1JURIS 1 0 ALN 11
Service Provider Database Tables and Columns 9-3

LOCATIONS Table
PLUSPADDFROMLOC 0 0 UPPER 12
LOCSYSTEM Table
PLUSPADDRESSSYSTEM 1 1 YORN 1
MATUSETRANS Table
MAXVARINPUT Table
PLUSPBILLSTATINC 0 0 UPPER 10
PLUSPBILLSTATPROB 0 0 UPPER 10
PLUSPBILLSTATSO 0 0 UPPER 8
PLUSPBILLSTATSR 0 0 UPPER 10
PLUSPBILLSTATWO 0 0 UPPER 16
PLUSPSTREETADDRDET 0 1 ALN 254
PERSON Table
PLUSPCUSTOMER 1 0 ALN 12
PLUSPCUSTVENDOR 1 0 UPPER 12
PLUSPCUSTVNDNAME 0 0 ALN 50
PLUSPCUSTVNDTYPE 1 1 UPPER 8

PLUSPAGMTSTATUS Table
AGREEMENT 1 0 UPPER 12
MEMO 1 0 ALN 100
ORGID 1 0 UPPER 8
PLUSPAGMTSTATUSID 1 1 INTEGER 12
REVISIONNUM 1 0 INTEGER 12
STATUS 1 1 UPPER 12
STATUSDATE 1 0 DATETIME 10
PLUSPAGREEMENT Table
AGREEMENTMAXIMUM 1 0 AMOUNT 10
AGREEMENTTYPE 1 0 ALN 25
BILLCYCLE 1 0 ALN 12
BILLENDDAY 1 0 INTEGER 12
CHANGEDBY 1 0 UPPER 30
CHANGEDDATE 1 0 DATETIME 10
CUSTOMER 1 0 UPPER 12
CUSTOMERPOREF 1 0 ALN 25
DESCRIPTION 1 0 ALN 100
DESCRIPTION_LONGDESCRIPTION 0 0 LONGALN 32000
ENDBILLCYCLE 1 1 YORN 1
ENDDATE 1 0 DATE 4
HASLD 1 1 YORN 1
HISTORYFLAG 1 1 YORN 1
LANGCODE 1 0 UPPER 4
LASTBILLDATE 1 0 DATE 4
ORGID 1 1 UPPER 8
PAYMENTTERMS 1 0 ALN 25
PLUSPAGREEMENTID 1 1 INTEGER 12
PRETAXTOTAL 1 0 AMOUNT 10
RENEWALDATE 1 0 DATE 4
REVISIONCOMMENTS 1 0 ALN 50
REVISIONCOMMENTS_LONGDESCRIPTION 0 0 LONGALN 32000
REVPRETAXTOTAL 1 0 AMOUNT 10
SHOWCOST 1 1 YORN 1
STARTDATE 1 0 DATE 4
STATUS 1 1 UPPER 12
TOTALBASEBILLED 1 0 AMOUNT 10
TOTALBILLED 1 0 AMOUNT 10
TOTALTAX 1 0 AMOUNT 10
VENDTERMALLOWED 1 1 YORN 1
PLUSPAGREESTATUS Table
AGREEMENT 0 0 ALN 12
AGREESTATUS 0 0 UPPER 15
ASOFDATE 0 0 DATE 4
MEMO 0 0 ALN 200
PLUSPAGREEMENTID 0 1 INTEGER 12
STATUS 0 1 ALN 12
PLUSPAGREETERMS Table
AGREEMENTID 1 0 INTEGER 12

HASLD 1 1 YORN 1
ORGID 1 0 UPPER 8
PLUSPAGREETERMSID 1 1 INTEGER 12
SENDTOCUSTOMER 1 1 YORN 1
SEQNUM 1 1 INTEGER 12
TERMID 1 0 UPPER 25
PLUSPAPPLASSET Table
ASSETNUM 1 0 UPPER 12
ASSETTYPE 1 0 UPPER 15
HASLD 1 1 YORN 1
INCLUDECHILDREN 1 1 YORN 1
ORGID 1 0 UPPER 8
OWNERID 1 1 UPPER 18
OWNERTABLE 1 1 UPPER 18
PLUSPAPPLASSETID 1 1 INTEGER 12
SITEID 1 0 UPPER 8
PLUSPAPPLCOND Table
DESCRIPTIVENAME 1 1 ALN 24
EVALUATION 1 1 ALN 14
GROUPANDOR 1 0 ALN 10
GROUPNUM 1 1 INTEGER 12
HASLD 1 1 YORN 1
INGROUPANDOR 1 0 ALN 10
LINENUM 1 1 INTEGER 12
PLUSPAPPLCONDID 1 1 INTEGER 12
SUBGROUPNUM 1 1 YORN 1
VALUE 1 0 ALN 25
PLUSPAPPLFLD Table
CHILD_1 1 0 UPPER 50
DESCRIPTIVENAME 1 1 ALN 24
HASLD 1 1 YORN 1
OBJECT 1 0 UPPER 18
PARENT_1 1 0 UPPER 18
PLUSPAPPLFLDID 1 1 INTEGER 12
RELATIONSHIP_1 1 0 UPPER 50
TARGETCOLUMN_1 1 0 UPPER 50
PLUSPAPPLLOC Table

HASLD 1 1 YORN 1
INCLUDECHILDREN 1 1 YORN 1
LOCATION 1 0 UPPER 12
ORGID 1 1 UPPER 8
PLUSPAPPLLOCID 1 1 INTEGER 12
SITEID 1 0 UPPER 8
SYSTEMID 1 0 UPPER 8
PLUSPAPPLSERV Table
COMMODITY 1 0 UPPER 8
COMMODITYGROUP 1 1 UPPER 8
HASLD 1 1 YORN 1
PLUSPAPPLSERVID 1 1 INTEGER 12
PLUSPBATCHSTATUS Table
ASOFDATE 0 0 DATETIME 10
BILLBATCHNUM 0 0 UPPER 12
CURSTATUS 0 0 UPPER 12
MEMO 0 0 ALN 200
ORGID 0 1 UPPER 8
PLUSPBILLBATCHID 0 1 INTEGER 12
STATUS 0 1 UPPER 16
PLUSPBATCHSTHIST Table
CHANGEBY 1 1 UPPER 30
CHANGEDATE 1 1 DATETIME 10
MEMO 1 0 ALN 200
ORGID 1 1 UPPER 8
PLUSPBATCHSTHISTID 1 1 INTEGER 12
STATUS 1 1 UPPER 12
PLUSPBILLBATCH Table
BATCHTOTAL 1 1 AMOUNT 10
BILLDATE 1 0 DATE 4
BILLENDDATE 1 0 DATE 4
BILLTOADDRESSLINE2 1 0 ALN 36
BILLTOCITY 1 0 UPPER 36
BILLTOCOUNTRY 1 0 UPPER 3
BILLTOCOUNTY 1 0 ALN 36
BILLTOPOSTALCODE 1 0 ALN 12
BILLTOREGION 1 0 ALN 36
BILLTOSTATEPROV 1 0 UPPER 3
BILLTOSTREETADDR 1 0 ALN 56

HASLD 1 1 YORN 1
ORGID 1 1 UPPER 8
REQREVIEWDATE 1 0 DATE 4
REVIEWEDBY 1 0 UPPER 30
REVIEWEDDATE 1 0 DATETIME 10
STATUS 1 1 UPPER 12
PLUSPBILLLINE Table
AGREEDPRICE 1 1 AMOUNT 10
BILLEDPRICE 1 1 AMOUNT 10
CLASS 0 0 UPPER 16
CUSTCHANGEDBY 1 0 UPPER 30
CUSTCHANGEDDATE 1 0 DATETIME 10
CUSTCHARGEACCT 1 0 UPPER 20
CUSTCOSTCENTER 1 0 UPPER 16
CUSTREMARKS 1 0 ALN 50
DATECOMPLETED 0 0 DATETIME 10
HASLD 1 1 YORN 1
ORDER 0 0 UPPER 10
ORGID 1 1 UPPER 8
PLUSPBILLLINEID 1 1 INTEGER 12
PRICESCHED 1 1 UPPER 10
QUOTEDPRICE 1 0 AMOUNT 10
QUOTETYPE 1 0 UPPER 8
REFWO 1 0 UPPER 10
REMARKS 1 0 ALN 50
REMARKS_LONGDESCRIPTION 0 0 LONGALN 32000
REVNUM 1 1 INTEGER 12
SALESORDERNUM 1 0 UPPER 10
SITEID 1 0 UPPER 8
STATUS 1 1 UPPER 12
TICKETCLASS 1 0 UPPER 16
TICKETID 1 0 UPPER 10
TOTALCOST 1 1 AMOUNT 10
TOTALTRANSTAX 1 0 AMOUNT 10
WOCLASS 1 0 UPPER 16
PLUSPBILLPRICE Table
BILLPRICE 0 0 AMOUNT 10
LINECOST 0 0 AMOUNT 10
TRANSACTION 0 0 ALN 20

PLUSPCUSTCONTACT Table
PERSONID 1 1 UPPER 30
PLUSPCUSTCONTACTID 1 1 INTEGER 12
TYPE 1 1 ALN 8
PLUSPCUSTLOC Table
ORGID 1 1 UPPER 8
PLUSPCUSTLOCID 1 1 INTEGER 12
RESPONSIBLE 1 1 YORN 1
SITEID 1 1 UPPER 8
TYPE 1 0 UPPER 8
PLUSPCUSTOMER Table
ADDRESSLINE2 1 0 ALN 50
BILLTOCITY 1 0 ALN 36
BILLTOSTREETADD 1 0 ALN 50
CAGE 1 0 ALN 5
CITY 1 0 ALN 36
COMPANYFAX 1 0 ALN 20
COMPANYPHONE 1 0 ALN 20
COPYBILLINGADDRESS 0 1 YORN 1
COPYPARENTSBUSADDR 0 1 YORN 1
COUNTRY 1 0 UPPER 3
COUNTY 1 0 ALN 36
CREDITRATING 1 0 ALN 10
CURRENCYCODE 1 0 UPPER 8
CUSTOMERSINCE 1 0 DATE 4
DUNS 1 0 ALN 9
ELECTRONICBILL 1 1 YORN 1
HASLD 1 1 YORN 1
INSURANCEENDDATE 1 0 DATE 4
INSURANCEREF 1 0 ALN 24
KNOWNTOCUSTAS 1 0 ALN 12
LANGUAGECODE 1 0 UPPER 4
NAICS 1 0 ALN 6
NAME 1 0 ALN 50
NAME_LONGDESCRIPTION 0 0 LONGALN 32000
NCAGE 1 0 ALN 5
PARENT 1 0 UPPER 12
PLUSPCUSTOMERID 1 1 INTEGER 12
POSTALCODE 1 0 ALN 12
REGION 1 0 ALN 36
STATEPROV 1 0 UPPER 3
STATUS 1 1 UPPER 8

STOCKSYMBOL 1 0 UPPER 10
STREETADDRESS 1 0 ALN 50
TAXEXEMPTCODE 1 0 ALN 1
TAXEXEMPTNUM 1 0 ALN 16
TAXPAYERID 1 0 ALN 14
TYPE 1 0 UPPER 8
URL 1 0 ALN 50
PLUSPCUSTOMERLOG Table
CONTACT 1 0 UPPER 30
CREATEBY 1 1 UPPER 30
CREATEDATE 1 1 DATETIME 10
HASLD 1 1 YORN 1
MODIFYBY 1 1 UPPER 30
MODIFYDATE 1 1 DATETIME 10
PLUSPCUSTOMERLOGID 1 1 INTEGER 12
RECORDKEY 1 1 UPPER 12
RECORDTYPE 1 1 ALN 18
TYPE 1 1 ALN 8
PLUSPCUSTRP
PLUSPCUSTRPID 1 1 INTEGER 12
RESPONSEPLAN 1 1 UPPER 10
PLUSPCUSTSLA Table
PLUSPCUSTSLAID 1 1 INTEGER 12
SLANUM 1 1 UPPER 10
PLUSPCUSTSTATUS Table
MEMO 1 0 ALN 50
PLUSPCUSTSTATUSID 1 1 INTEGER 12
STATUS 1 1 UPPER 8
PLUSPCUSTSTATUSV Table
MEMO 0 0 ALN 50
STATUS 0 1 UPPER 8
PLUSPGBTRANS Table
ADDEDBYPRSCHED 1 1 YORN 1
BILLPRICE 1 0 AMOUNT 10

CALCULATION 1 1 UPPER 12
CLASSCOUNT 1 0 DECIMAL 12
CLASSCOUNTTOT 1 0 DECIMAL 12
CLASSSTRUCTUREID 1 0 UPPER 20
CURRBILLPR 1 0 AMOUNT 10
CURRLINEPR 1 0 AMOUNT 10
CUSTCURCODE 1 0 UPPER 8
CUSTCURDATE 1 0 DATE 4
CUSTEXRATE 1 0 DECIMAL 14
CUSTPONUM 1 0 ALN 25
ENTEREDASTASK 1 1 YORN 1
EXTERNALREFID 1 0 ALN 10
FINANCIALPERIOD 1 0 ALN 6
FINCNTRLID 1 0 UPPER 8
GEOCODE 1 0 ALN 11
HASLD 1 1 YORN 1
HIERARCHYPATH 0 0 ALN 254
KPIMEASUREMENT 1 0 DECIMAL 10
KPINAME 1 0 UPPER 15
LINEPRICE 1 0 AMOUNT 10
METERNAME 1 0 UPPER 10
METERREADING 1 0 DECIMAL 15
METERREADINGTOT 1 0 DECIMAL 15
ORGID 1 0 UPPER 8
ORIGQUOTEBY 1 0 UPPER 30
ORIGQUOTEDATE 1 0 DATETIME 10
ORIGQUOTEDPRICE 1 0 AMOUNT 10
ORIGQUOTETYPE 1 0 UPPER 8
OWNERSYSID 1 0 ALN 10
PARENTGBTRANSID 1 0 INTEGER 12
PLUSPGBTRANSID 1 1 INTEGER 12
PRICEADJ 1 1 YORN 1
REVENUEGLACCT 1 0 GL 23
SALESTAX 1 0 AMOUNT 10
SENDERSYSID 1 0 ALN 50
SITEID 1 0 UPPER 8
SOURCESYSID 1 0 ALN 10
TASKID 0 0 INTEGER 12
TAX1AMT 1 0 AMOUNT 10
TAX1JURIS 1 0 ALN 11
TRANSDATE 1 0 DATETIME 10
TYPE 1 1 UPPER 10
UPDATEDATE 1 0 DATETIME 10
UPDATEDBY 1 0 UPPER 30
WONUM 1 0 UPPER 10

PLUSPLINESTATUS Table
CURSTATUS 0 0 UPPER 12
MEMO 0 0 ALN 200
ORGID 0 1 UPPER 8
STATUS 0 1 UPPER 16
PLUSPLINESTHIST Table
BATCHSTATUS 1 1 UPPER 12
MEMO 1 0 ALN 200
ORGID 1 1 UPPER 8
PLUSPLINESTHISTID 1 1 INTEGER 12
STATUS 1 1 UPPER 12
PLUSPLINESUMMARY Table
ITEMCOUNT 0 0 INTEGER 12
LINESTATUS 0 0 UPPER 12
TOTALBILLPRICE 0 0 AMOUNT 10
PLUSPPREBILLB Table
BATCHTOTAL 1 1 AMOUNT 10
BILLDATE 1 0 DATE 4
BILLENDDATE 1 0 DATE 4
BILLTOCITY 1 0 UPPER 36
BILLTOSTREETADDR 1 0 ALN 56
HASLD 1 1 YORN 1
ORGID 1 1 UPPER 8
REQREVIEWDATE 1 0 DATE 4
REVIEWEDBY 1 0 UPPER 30
REVIEWEDDATE 1 0 DATETIME 10
STATUS 1 1 UPPER 12

PLUSPPREBILLO Table
AGREEDPRICE 1 1 AMOUNT 10
BILLEDPRICE 1 1 AMOUNT 10
CLASS 0 0 UPPER 16
CUSTCHANGEDBY 1 0 UPPER 30
CUSTCHANGEDDATE 1 0 DATETIME 10
CUSTCHARGEACCT 1 0 UPPER 20
CUSTCOSTCENTER 1 0 UPPER 16
CUSTREMARKS 1 0 ALN 50
DATECOMPLETED 0 0 DATETIME 10
HASLD 1 1 YORN 1
ORDER 0 0 UPPER 10
ORGID 1 1 UPPER 8
PLUSPBILLLINEID 1 1 INTEGER 12
REFWO 1 0 UPPER 10
REMARKS 1 0 ALN 50
REMARKS_LONGDESCRIPTION 0 0 LONGALN 32000
SITEID 1 0 UPPER 8
STATUS 1 1 UPPER 12
TOTALCOST 1 1 AMOUNT 10
TOTALTRANSTAX 1 0 AMOUNT 10
WOCLASS 1 0 UPPER 16
PLUSPPRICES Table
ALLOWPRICEQUOTE 1 1 YORN 1
FIXEDAMOUNT 1 0 AMOUNT 10
MUEXTERNALLABOR 1 1 DECIMAL 5
MUINTERNALLABOR 1 1 DECIMAL 5
MUMATERIALS 1 1 DECIMAL 5
MUMATERIALSNS 1 1 DECIMAL 5
MUSERVICES 1 1 DECIMAL 5
MUTOOLS 1 1 DECIMAL 5
NOCHARGELABOR 1 1 YORN 1
NOCHARGEMATERIAL 1 1 YORN 1
NOCHARGESERVICE 1 1 YORN 1
NOCHARGETOOL 1 1 YORN 1
ORGID 1 1 UPPER 8
PLUSPPRICESID 1 1 INTEGER 12
POREQUIRED 1 1 YORN 1
PRICEMAXIMUM 1 0 AMOUNT 10

PRICESCHEDULE 1 1 UPPER 10
SANUM_PS 1 0 UPPER 10
TRANSTYPE 1 0 UPPER 10
PLUSPPRICESCHED Table
ACTIVE 1 1 YORN 1
ADMINISTRATOR 1 0 UPPER 30
ALLOWPRICEQUOTE 1 1 YORN 1
APPLYJOBPLAN 0 0 UPPER 10
APPLYJOBPLANID 1 0 INTEGER 12
APPLYTKTEMPLATE 1 0 UPPER 10
ASSIGNOWNER 1 0 UPPER 30
ASSIGNOWNERGROUP 1 0 UPPER 8
ASSIGNVENDOR 1 0 UPPER 12
CALCCALENDAR 1 0 UPPER 8
CALCORGID 1 0 UPPER 8
CALCSHIFT 1 0 UPPER 8
CALENDAR 1 0 UPPER 8
CALENDARORGID 1 0 UPPER 8
CONDITION 1 0 ALN 2000
CUSTVENDORCONTACT 1 0 UPPER 30
ENDDATE 1 0 DATE 4
ESCALATION 1 0 UPPER 10
EXPOBJECT 0 0 UPPER 18
FIXEDAMOUNT 1 0 AMOUNT 10
HASLD 1 1 YORN 1
INTPRIORITYEVAL 1 0 ALN 14
INTPRIORITYVALUE 1 0 INTEGER 12
MUEXTERNALLABOR 1 1 DECIMAL 5
MUINTERNALLABOR 1 1 DECIMAL 5
MUMATERIALS 1 1 DECIMAL 5
MUMATERIALSNS 1 1 DECIMAL 5
MUSERVICES 1 1 DECIMAL 5
MUTOOLS 1 1 DECIMAL 5
NOCHARGELABOR 1 1 YORN 1
NOCHARGEMATERIAL 1 1 YORN 1
NOCHARGESERVICE 1 1 YORN 1
NOCHARGETOOL 1 1 YORN 1
OBJECTNAME 1 1 UPPER 18
ORGID 1 1 UPPER 8
PLUSPPRICESID 1 1 INTEGER 12
PLUSPSERVAGREEID 1 1 INTEGER 12
POREQUIRED 1 1 YORN 1
PRICEMAXIMUM 1 0 AMOUNT 10
RANKING 1 1 INTEGER 12
REFPOINTID 1 0 INTEGER 12
REVIEWDATE 1 0 DATE 4

SANUM 1 1 UPPER 10
SANUM_PS 1 0 UPPER 10
SERVICETYPE 1 1 UPPER 10
SHIFT 1 0 UPPER 8
SLANUM 1 0 UPPER 8
SLATYPE 1 0 ALN 10
STATUS 1 0 UPPER 12
TICKETORGID 1 0 UPPER 8
TICKETSITEID 1 0 UPPER 8
VENDOR 1 0 UPPER 12
PLUSPPRICESCHEDUMMY Table
MEMO 0 0 ALN 200
SANUM 0 0 ALN 12
PLUSPPSASSETMGT Table
FIXEDPRICE 1 0 AMOUNT 10
ORGID 1 1 UPPER 8
PLUSPPSASSETMGTID 1 1 INTEGER 12
RANGEFROM 1 0 DECIMAL 12
RANGETO 1 0 DECIMAL 12
SANUM 1 0 UPPER 10
UNITPRICE 1 0 AMOUNT 10
PLUSPPSASSETPERF Table
ALERTPRICE 1 0 AMOUNT 10
CAUTIONPRICE 1 0 AMOUNT 10
KPINAME 1 1 UPPER 15
ORGID 1 1 UPPER 8
PLUSPPSASSETPERFID 1 1 INTEGER 12
SANUM 1 0 UPPER 10
TARGETPRICE 1 0 AMOUNT 10
PLUSPPSASSETUSE Table
FIXEDPRICE 1 0 AMOUNT 10
METERNAME 1 1 UPPER 10
ORGID 1 1 UPPER 8
PLUSPPSASSETUSEID 1 1 INTEGER 12
RANGEFROM 1 0 DECIMAL 12
RANGETO 1 0 DECIMAL 12

SANUM 1 0 UPPER 10
UNITPRICE 1 0 AMOUNT 10
PLUSPPSCRAFTMU Table
CRAFT 1 1 UPPER 8
EXTLABOR 1 1 YORN 1
INTERNAL 1 1 YORN 1
MARKUP 1 1 DECIMAL 5
ORGID 1 1 UPPER 8
PLUSPPSCRAFTMUID 1 1 INTEGER 12
SANUM 1 0 UPPER 10
SCHEDULE 1 1 UPPER 10
VENDOR 1 0 UPPER 12
PLUSPPSCRAFTPRIC Table
CRAFT 1 1 UPPER 8
EXTLABOR 1 1 YORN 1
INTERNAL 1 1 YORN 1
ORGID 1 1 UPPER 8
PLUSPPSCRAFTPRICID 1 1 INTEGER 12
RATE 1 1 DECIMAL 5
SANUM 1 0 UPPER 10
SKILLLEVEL 1 0 UPPER 15
VENDOR 1 0 UPPER 12
PLUSPPSMATMU Table
COMMODITYDESC 0 0 ALN 100
ORGID 1 1 UPPER 8
PLUSPPSMATMUID 1 1 INTEGER 12
SANUM 1 0 UPPER 10
PLUSPPSSERVMU Table
ORGID 1 1 UPPER 8
PLUSPPSSERVMUID 1 1 INTEGER 12
SANUM 1 0 UPPER 10
SERVICE 1 0 UPPER 8
SERVICEGROUP 1 1 UPPER 8

PLUSPPSTOOLSMU Table
ORGID 1 1 UPPER 8
PLUSPPSTOOLSMUID 1 1 INTEGER 12
SANUM 1 0 UPPER 10
PLUSPRESPDUP Table
NEWDUPSANUM 0 1 UPPER 10
PLUSPRESPPLAN Table
ACTIVE 1 1 YORN 1
ENDDATE 1 0 DATE 4
HASLD 1 1 YORN 1
ORGID 1 0 UPPER 8
SANUM 1 1 UPPER 10
SHIFT 1 0 UPPER 8
SLANUM 1 0 UPPER 8
SLATYPE 1 0 ALN 10
STATUS 1 0 UPPER 12

VENDOR 1 0 UPPER 12
PLUSPREVISION Table
COMMENTS 0 1 ALN 50
COMMENTS_LONGDESCRIPTION 0 0 LONGALN 32000
PLUSPRPCHGSTATUS Table
STATUS 0 0 UPPER 12
PLUSPRPRECORDS Table
OWNERID 1 1 INTEGER 12
PLUSPRPRECORDSID 1 1 INTEGER 12
PLUSPRPSTATUSDUMMY Table
MEMO 0 0 ALN 50
PUSPSALESORDER Table
ACTFEEPRICE TRUE FALSE AMOUNT 10
ADDRESSLINE2 TRUE FALSE ALN 36
ADDRESSLINE3 TRUE FALSE ALN 36
ADDRISCHANGED TRUE TRUE YORN 1
AGREEMENT TRUE FALSE UPPER 12
ASSETNUM TRUE FALSE UPPER 12
BBLINEDATE TRUE FALSE DATETIME 10
BBLINENUM TRUE FALSE INTEGER 12
BBLINESTAT TRUE FALSE UPPER 12
BBSTATUS TRUE FALSE UPPER 12
BILLBATCH TRUE FALSE UPPER 12
CHANGEBY TRUE TRUE UPPER 30
CHANGEDATE TRUE TRUE DATETIME 10
CITY TRUE FALSE UPPER 36
CLASSSTRUCTUREID TRUE FALSE UPPER 20
COMMODITY TRUE FALSE UPPER 8
COMMODITYGROUP TRUE FALSE UPPER 8
COUNTRY TRUE FALSE UPPER 3
COUNTY TRUE FALSE ALN 36
CUSTOMER TRUE FALSE UPPER 12
CUSTPONUM TRUE FALSE ALN 25
DESCRIPTION TRUE FALSE ALN 50
DESCRIPTION_LONGDESCRIPTION FALSE FALSE LONGALN 32000
DIRECTIONS TRUE FALSE ALN 50
DIRECTIONS_LONGDESCRIPTION FALSE FALSE LONGALN 32000
ENTERDATE TRUE TRUE DATETIME 10
ENTEREDBY TRUE FALSE UPPER 30
EXTERNALREFID TRUE FALSE ALN 10
FEEBILLPR TRUE FALSE AMOUNT 10
FINCNTRLID TRUE FALSE UPPER 8
GEOCODE TRUE FALSE ALN 11

GLACCOUNT TRUE FALSE GL 23
HASLD TRUE TRUE YORN 1
HISTORYFLAG TRUE TRUE YORN 1
LANGCODE TRUE TRUE UPPER 4
LATITUDE TRUE FALSE DECIMAL 7
LOCATION TRUE FALSE UPPER 12
LONGITUDE TRUE FALSE DECIMAL 8
MAXPRICE TRUE FALSE AMOUNT 10
ORGID TRUE TRUE UPPER 8
OWNER TRUE FALSE UPPER 30
OWNERGROUP TRUE FALSE UPPER 8
OWNERSYSID TRUE FALSE ALN 10
PLUSPCOSTCENTER TRUE FALSE UPPER 16
PLUSPCUSTCHACCT TRUE FALSE UPPER 20
PLUSPDIRECNP FALSE FALSE ALN 50
PLUSPDIRECNP_LONGDESCRIPTION FALSE FALSE LONGALN 32000
PLUSPSALESORDERID TRUE TRUE INTEGER 12
POREQ TRUE TRUE YORN 1
POSTALCODE TRUE FALSE ALN 12
PRICESCHED TRUE FALSE UPPER 10
PSFILTER FALSE FALSE UPPER 10
REFERENCEPOINT TRUE FALSE ALN 50
REGIONDISTRICT TRUE FALSE ALN 36
RESPONSEPLAN TRUE FALSE UPPER 10
REVNUM TRUE FALSE INTEGER 12
SALESORDERNUM TRUE TRUE UPPER 10
SENDERSYSID TRUE FALSE ALN 50
SITEID TRUE TRUE UPPER 8
SOURCESYSID TRUE FALSE ALN 10
STADDRDIRPRFX TRUE FALSE UPPER 2
STADDRDIRSFX TRUE FALSE UPPER 2
STADDRNUMBER TRUE FALSE ALN 9
STADDRSTREET TRUE FALSE ALN 25
STADDRSTTYPE TRUE FALSE ALN 8
STADDRUNITNUM TRUE FALSE ALN 6
STATEPROVINCE TRUE FALSE UPPER 3
STATUS TRUE TRUE UPPER 8
STATUSDATE TRUE TRUE DATETIME 10
STREETADDRESS TRUE FALSE ALN 56
TIMEZONE TRUE FALSE ALN 28
PLUSPSERVADDR Table
ADDRESSCODE 1 1 UPPER 12
CITY 1 0 UPPER 36
COUNTRY 1 0 UPPER 3
COUNTY 1 0 ALN 36
DIRECTIONS 1 0 ALN 50
DIRECTIONS_LONGDESCRIPTION 0 0 LONGALN 32000
GEOCODE 1 0 ALN 11
HASLD 1 1 YORN 1
LATITUDE 1 0 DECIMAL 7
LOCSITEID 0 0 UPPER 8
LONGITUDE 1 0 DECIMAL 8
ORGID 1 1 UPPER 8
PLUSPSERVADDRID 1 1 INTEGER 12
REFERENCEPOINT 1 0 ALN 50
REGIONDISTRICT 1 0 ALN 36

STADDRDIRPRFX 1 0 UPPER 2
STADDRDIRSFX 1 0 UPPER 2
STADDRNUMBER 1 0 ALN 9
STADDRSTREET 1 0 ALN 25
STADDRSTTYPE 1 0 ALN 8
STADDRUNITNUM 1 0 ALN 6
STATEPROVINCE 1 0 UPPER 3
TIMEZONE 1 0 ALN 28
PLUSPSERVAGREE Table
ACTIVE 1 1 YORN 1
ENDDATE 1 0 DATE 4
HASLD 1 1 YORN 1
ORGID 1 0 UPPER 8
SANUM 1 1 UPPER 10
SHIFT 1 0 UPPER 8
SLANUM 1 0 UPPER 8
SLATYPE 1 0 ALN 10
STATUS 1 0 UPPER 12
VENDOR 1 0 UPPER 12
PLUSPSOOWNERHIST Table
ORGID 1 1 UPPER 8
OWNDATE 1 1 DATETIME 10
OWNER 1 0 UPPER 30

OWNERCHANGEBY 1 1 UPPER 30
OWNERGROUP 1 0 UPPER 8
PLUSPSOOWNERHISTID 1 1 INTEGER 12
SITEID 1 1 UPPER 8
PLUSPSOSTATUS Table
GLACCOUNT 1 0 GL 23
HASLD 1 1 YORN 1
MEMO 1 0 ALN 50
MEMO_LONGDESCRIPTION 0 0 LONGALN 32000
ORGID 1 1 UPPER 8
PLUSPSOSTATUSID 1 1 INTEGER 12
SITEID 1 1 UPPER 8
STATUS 1 1 UPPER 8
PLUSPSOSTATUSV Table
GLACCOUNT 0 0 GL 23
MEMO 0 0 ALN 50
ORGID 0 0 UPPER 8
SITEID 0 0 UPPER 8
STATUS 0 1 UPPER 8
PLUSPSRVADD Table
ADDRESSFROMLOC 0 0 UPPER 12
ANCESTORSADDRESS 0 0 UPPER 12
CITY 0 0 UPPER 36
COUNTRY 0 0 UPPER 3
COUNTY 0 0 ALN 36
DIRECTIONS_LONGDESCRIPTION 0 0 LONGALN 32000
GEOCODE 0 0 ALN 11
ORGID 0 0 UPPER 8
TIMEZONE 0 0 ALN 28

PLUSPSRVADDSO Table
ADDRESSFROMLOC 0 0 UPPER 12
ANCESTORSADDRESS 0 0 UPPER 12
CITY 0 0 UPPER 36
COUNTRY 0 0 UPPER 3
COUNTY 0 0 ALN 36
GEOCODE 0 0 ALN 11
ORGID 0 0 UPPER 8
TIMEZONE 0 0 ALN 28
PLUSPSRVADDSTR Table
DESCRIPTION_LONGDESCRIPTION 0 0 ALN 100
ORGID 0 0 UPPER 8
PLUSPWOGRTOTALS Table
ACTUALCOST 0 0 AMOUNT 10
ACTUALPRICE 0 0 AMOUNT 10
ESTIMATEDCOST 0 0 AMOUNT 10
ESTIMATEDPRICE 0 0 AMOUNT 10
RESOURCE 0 0 ALN 25
ACTUALCOST 0 0 AMOUNT 10
ACTUALPRICE 0 0 AMOUNT 10
ESTIMATEDCOST 0 0 AMOUNT 10
ESTIMATEDPRICE 0 0 AMOUNT 10
RESOURCE 0 0 ALN 25
PLUSPWPGENBILL Table
ADDEDBYPRSCHED 1 1 YORN 1
ENTERBY 1 1 UPPER 30
ENTERDATE 1 1 DATETIME 10
HASLD 1 1 YORN 1
LINEPRICE 1 0 AMOUNT 10
PLUSPWPGENBILLID 1 1 INTEGER 12
SITEID 1 0 UPPER 8
SONUM 1 0 UPPER 10
TASKID 0 0 INTEGER 12

TRANSDATE 1 1 DATETIME 10
TYPE 1 1 UPPER 10
WONUM 1 0 UPPER 10
PROBLEM Table
SERVRECTRANS Table

SLA Table
SR Table

TICKET Table

TOOLTRANS Table
WOACTIVITY Table
PLUSPACTMATPRICE 1 0 AMOUNT 10
PLUSPACTSRVPRICE 1 0 AMOUNT 10
PLUSPACTTOOLPRICE 1 0 AMOUNT 10
PLUSPALLOWQUOTE 1 1 YORN 1
PLUSPBILLSTATUS 1 0 UPPER 12

PLUSPESTFEEPRICE 1 0 AMOUNT 10
PLUSPESTLABPRICE 1 0 AMOUNT 10
PLUSPESTMATPRICE 1 0 AMOUNT 10
PLUSPESTSRVPRICE 1 0 AMOUNT 10
PLUSPESTTOOLPRICE 1 0 AMOUNT 10
PLUSPLATDIRECTION 1 0 ALN 40
PLUSPLINESTATUS 1 0 UPPER 12
PLUSPLONGDIRECTION 1 0 ALN 40
PLUSPMATBILLPR 1 0 AMOUNT 10
PLUSPORIGQPRICE 1 0 AMOUNT 10
PLUSPORIGQTYPE 1 0 UPPER 8
PLUSPSRVBILLPR 1 0 AMOUNT 10
PLUSPTOOLBILLPR 1 0 AMOUNT 10
WOCHANGE Table

WORELEASE Table

WORKORDER Table


WPEDITSETTING Table
PLUSPEDITFEES 1 1 YORN 1
WPITEM Table
WPLABOR Table
WPMATERIAL Table
WPSERVICE Table
WPTOOL Table
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Notices-4 IBM Maximo for Service Providers: Maximo User’s Guide Addendum

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IBM Product Third-Party Information

Portions © 2005 BEA Systems, Inc. BEA WebLogic Server® provided by

Portions © 1996-2005, i-net software GmbH. J-Integra for COM® v2.4.

Sentry Spelling-Checker Engine © 2000 Wintertree Software, Inc.

Portions © 1998-2005 Centennial Software Limited.

Portions © 2000-2005 Zaval Creative Engineering Group.

© Copyright International Business Machines Corporation 2007. All rights reserved.

About This Publication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Chapter 1: Administration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Chapter 2: Assets Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Chapter 3: Configuration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Chapter 4: Resources Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Chapter 5: Service Desk Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

© Copyright IBM Corp. 2007 iii

Chapter 6: Service Management Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Chapter 7: Work Orders Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

iv IBM Maximo for Service Providers: Maximo User’s Guide Addendum

Chapter 8: Service Provider (SP) Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Chapter 9: Service Provider Database Tables and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

vi IBM Maximo for Service Providers: Maximo User’s Guide Addendum

! IBM Maximo for Service Providers Installation Guide

The IBM Maximo for Service Providers Installation Guide is a separate

For more information about Maximo, refer to the following documentation:

IBM Maximo Finance Manager’s Describes how IBM Maximo

IBM Maximo Installation Guide Describes how to install and

IBM Maximo Multisite Describes how to configure IBM

© Copyright IBM Corp. 2007 vii

IBM Maximo Online Help Provides step-by-step procedures for

IBM Maximo Reconciliation Describes how to use the IBM

IBM Maximo Report Administration Describes how to use Actuate to

IBM Maximo System Describes database configuration,

IBM Maximo User’s Guide Provides an overview of the Maximo

IBM Maximo Workflow Provides information about how to

IBM Maximo Enterprise Adapter Describes how to configure and use

Complete the following steps to contact IBM Software Support with a

1 Define the problem, gather background information, and determine the

2 Gather diagnostic information.

3 Submit your problem to IBM Software Support in one of the following

a Online: Click Submit and track problems on the IBM Software

b By telephone: For the telephone number to call in your country, go to

If you submit a problem that is a software defect or for missing or inaccurate

Whenever possible, IBM Software Support provides a workaround that you

About This Publication ix

x IBM Maximo for Service Providers: Maximo User’s Guide Addendum

The Administration module has two cloned applications. This chapter

The Administration module contains the following cloned applications:

Application Service Provider Function

Organizations (SP) Specify whether you require

Classifications (SP) Specify whether a

Organizations (SP) Application

Organizations (SP) Actions

! Work Order Options > Edit Rules

© Copyright IBM Corp. 2007 1-1

Work Order Options > Edit Rules Action

Work Order Options > Edit Rules

Service Options Action

If you require street address information to be entered in a structured format,