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• Why would I manually enter a Requisition, Purchase Order, or an Invoice?  Because when the ePro entry was done in PeopleSoft, the Work Order field was not added.  The interface from PeopleSoft to Maximo depends on the Work Order field in PeopleSoft to be entered and correct.

Steps to Enter a PR (Requisition)Purchased Materials directly in Maximo (these would normally come through the Integration)

Create Purchase Requisition

• Select Purchase Requisition from far left menu

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• Select New Purchase Requisition from middle left menu

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• Enter ePro Req # from PeopleSoft
• Enter the Requisition Description
• Company / Vendor

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• Click on the tab for PR Lines
  • New Row
  • Line #
  • Line type = MATERIAL (If this is for Inventory the line type = ITEM and you would need a part number)
  • Description
  • WO#
  • Qty
  • UOM
  • Unit Cost
  • Save
  • From the middle left menu select the link to: Approve Purchase Requisitions
  • Ok

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Create Purchase Order

• Middle Left Menu in Purchase Requisition: Create PO

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• • Enter PO # from PeopleSoft
  • Ok

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• Go to the Purchase Order (link from Purchase Requisition Line or from far left menu)

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• • Click on the tab for PO Lines
    • Change Line # to represent PeopleSoft PO Line #, Schedule #, Distribution #
    • Save

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• Approve PO (middle left menu)
• Ok

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• Go to Receiving (far left menu.  Note: You may have to click on Return in the upper left to go to the far left menu.   Then click on Ok if you're back at the View Related Records page from the Purchase Requisitions. This is dependent on how you got to the purchase order.)
  • Change query to All Records

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• • Search for PO # and Open 

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• • • Click on New Row button
    • Enter PO Line Number you’re receiving
    • Change Quantity if receiving # is different than PO Quantity

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• • • Click Save

Create Invoice

• Go to Invoices (far left menu)
• Click on the link for New Invoice in the middle left menu
• Enter PeopleSoft Voucher #
• Enter the Vendor Name for the description
• Enter PO #
• Enter the Vendor Invoice Number

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• Click on the tab for Invoice Lines
  • Actions > Copy PO Lines

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• Select the correct PO and Line

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• Click on OK
• Save
• Select the link to Approve Invoice from the middle left menu
• Click on Ok

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To verify the data entry: Go to Syracuse Work Order:

• Make sure the PR, PO, and Invoice are there on the Purchases Tab
• On the Work Order Tab, check the materials you received are there