I've worked with the Cost Management application integrated with various Project systems (Oracle, SAP, SalesForce). Typically GLs are applied to Work Orders by the Project Team as the out-of-box Cost Management application does not have GL accounts.
As for automation, I worked with an instance where Location records contained both Expense and Capital (custom) GL attributes. Automation was built to cross over the correct account to the work orders based on the Work Type --- pre-automation scripts. With automation scripting, there are probably a couple of good ways to handle this.
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Julie Shaw
Projetech Inc.
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Original Message:
Sent: 09-04-2023 19:24
From: Tejaskumar Soni
Subject: GL Accounts for Capital Project Work in Maximo (Maximo - Oracle Projects integration)
Looking for some information around how GL accounts have been handled in Maximo for Capital projects work?
We have Maximo integrated with Oracle Projects and we are using Cost Management application to get the Projects and Project tasks information from Oracle.The project related work and purchases happening from Maximo are expected to be charged to a Project related GL accounts which are different from regular GL accounts that Maximo would default. Based on the project task which could be Capital or Expense, different GL accounts would be applicable. Cost Management also does not have any standard GL related fields to assign partial GL specific to tasks in Cost Management itself (For ex. a Capital task can have a value assigned for a account segment in GL for that task and same is for expense task).
Anyone has any information to share on how this was handled? Should the GL selection in work order be done completely manually by user OR any way to derive/default GL automatically?
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