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We interface Maximo with our accounting system.
The requirement is to create an audit report that would read in a Excel file then validate against Maximo invoices.
Has anyone done something like this using BIRT?
Create new application to store these fields on Excel sheet.
-or store somewhere in existing MX app
The easy part is for BIRT then to do comparison.
But you needs common fields to join on.
Sent on the Sprint� Now Network from my BlackBerry�
-----Original Message-----
From: "cbrandon63" <cbrandon63@yahoo.com>
Sender: MAXIMO@yahoogroups.com
Date: Fri, 08 Feb 2013 17:06:15
To: <MAXIMO@yahoogroups.com>
Reply-To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Any BIRT experts know how to read Excel file then process against Maximo tables
We interface Maximo with our accounting system.
The requirement is to create an audit report that would read in a Excel file then validate against Maximo invoices.
Has anyone done something like this using BIRT?
You can use XLS as datasource for BIRT report and compare with Maximo
datasource.
On Fri, Feb 8, 2013 at 6:06 PM, cbrandon63 <cbrandon63@yahoo.com> wrote:
> **
>
>
> We interface Maximo with our accounting system.
>
> The requirement is to create an audit report that would read in a Excel
> file then validate against Maximo invoices.
>
> Has anyone done something like this using BIRT?
>
>
>
--
Mohamed Skandaji, MBA, PMP
but if you use a Maximo report template doesn't it automatically want to open the Maximo tables? do you have an example of this?
________________________________
From: Mohamed Skandaji <mohska@gmail.com>
To: MAXIMO@yahoogroups.com
Sent: Friday, February 8, 2013 11:15 AM
Subject: Re: [MAXIMO List] Any BIRT experts know how to read Excel file then process against Maximo tables
You can use XLS as datasource for BIRT report and compare with Maximo
datasource.
On Fri, Feb 8, 2013 at 6:06 PM, cbrandon63 <cbrandon63@yahoo.com> wrote:
> **
>
>
> We interface Maximo with our accounting system.
>
> The requirement is to create an audit report that would read in a Excel
> file then validate against Maximo invoices.
>
> Has anyone done something like this using BIRT?
>
>
>
--
Mohamed Skandaji, MBA, PMP
------------------------------------
Email addresses you might need:
Posting: MAXIMO@yahoogroups.com
Join : MAXIMO-subscribe@yahoogroups.com
Leave : MAXIMO-unsubscribe@yahoogroups.com
Cry : MAXIMO-owner@yahoogroups.com
Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
Have you considered importing the Excel report to a custom table then
creating a report to compare it to the invoice details?
On Fri, Feb 8, 2013 at 11:06 AM, cbrandon63 <cbrandon63@yahoo.com> wrote:
> **
>
>
> We interface Maximo with our accounting system.
>
> The requirement is to create an audit report that would read in a Excel
> file then validate against Maximo invoices.
>
> Has anyone done something like this using BIRT?
>
>
>
This is a better solution. At any time you know what you have compared to
what and what was the result
On Fri, Feb 8, 2013 at 6:20 PM, Chris Lawless <lawlessc@gmail.com> wrote:
> Have you considered importing the Excel report to a custom table then
> creating a report to compare it to the invoice details?
>
> On Fri, Feb 8, 2013 at 11:06 AM, cbrandon63 <cbrandon63@yahoo.com> wrote:
>
> > **
> >
> >
> > We interface Maximo with our accounting system.
> >
> > The requirement is to create an audit report that would read in a Excel
> > file then validate against Maximo invoices.
> >
> > Has anyone done something like this using BIRT?
> >
> >
> >
>
>
>
>
>
>
> ------------------------------------
>
> Email addresses you might need:
> Posting: MAXIMO@yahoogroups.com
> Join : MAXIMO-subscribe@yahoogroups.com
> Leave : MAXIMO-unsubscribe@yahoogroups.com
> Cry : MAXIMO-owner@yahoogroups.com
> Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
>
>
>
>
--
Mohamed Skandaji, MBA, PMP
You don't say what your accounting system is, but if it uses the same type
of database I would cut out the Excel middleman and just create a report
that does the audit validation directly. If Maximo and the accounting
system are on different database servers this can be done by using remote
database links.
To keep a running audit history automatically, you could create either a
custom Maximo crontask or a database procedure to run the audit/comparison
SQL at each month end and store the results in a custom table (which could
then generate escalation alerts from Maximo if there is a problem). We do
something similar for clients who want to reconcile their Maximo storeroom
balance and value each month and keep a snapshot of monthly inventory
values.
On Fri, Feb 8, 2013 at 11:06 AM, cbrandon63 <cbrandon63@yahoo.com> wrote:
> **
>
>
> We interface Maximo with our accounting system.
>
> The requirement is to create an audit report that would read in a Excel
> file then validate against Maximo invoices.
>
> Has anyone done something like this using BIRT?
>
>
>
The accounting system is in fact the same database type. The problem is that we not only send invoices to be paid from Maximo but we also send invoices to be paid from a production system and some invoices are created directly in the accounting system...and any invoice can be changed in the accounting system. The accounting system doesn't know where the invoice originated from. We are unable to link directly to the production system so the accounting system generates the excel file for each batch then Maximo & production each produce an audit report against it based on vendor, vendor invoice, & amount.
I don't have control over the other systems to be able to streamline this process, so I'm just trying to march in step..
________________________________
From: David Wadsworth <dwadsworth@assetpartners.com>
To: MAXIMO@yahoogroups.com
Sent: Friday, February 8, 2013 12:02 PM
Subject: Re: [MAXIMO List] Any BIRT experts know how to read Excel file then process against Maximo tables
You don't say what your accounting system is, but if it uses the same type
of database I would cut out the Excel middleman and just create a report
that does the audit validation directly. If Maximo and the accounting
system are on different database servers this can be done by using remote
database links.
To keep a running audit history automatically, you could create either a
custom Maximo crontask or a database procedure to run the audit/comparison
SQL at each month end and store the results in a custom table (which could
then generate escalation alerts from Maximo if there is a problem). We do
something similar for clients who want to reconcile their Maximo storeroom
balance and value each month and keep a snapshot of monthly inventory
values.
On Fri, Feb 8, 2013 at 11:06 AM, cbrandon63 <cbrandon63@yahoo.com> wrote:
> **
>
>
> We interface Maximo with our accounting system.
>
> The requirement is to create an audit report that would read in a Excel
> file then validate against Maximo invoices.
>
> Has anyone done something like this using BIRT?
>
>
>
------------------------------------
Email addresses you might need:
Posting: MAXIMO@yahoogroups.com
Join : MAXIMO-subscribe@yahoogroups.com
Leave : MAXIMO-unsubscribe@yahoogroups.com
Cry : MAXIMO-owner@yahoogroups.com
Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
Chris,
Try the following after you have your Maximo scripted stuff for your invoices. Save the Excel file as a CSV file.
Create a new Datasource, choose Flat File Data Source (there is also a choice for XML),then next ( I think you can take over the remaining steps are obvious)
Once you have your data source, create the data set.
Now right click the Data Sets and choose New Joint Data Set.
Now you can join your Excel file to the Maximo table.
Let us know how you make out.
Wes Williams
http://www.weswilliams.net
http://www.williamsconnell.com
________________________________
From: Chris Brandon <cbrandon63@yahoo.com>
To: "MAXIMO@yahoogroups.com" <MAXIMO@yahoogroups.com>
Sent: Friday, February 8, 2013 12:34 PM
Subject: Re: [MAXIMO List] Any BIRT experts know how to read Excel file then process against Maximo tables
The accounting system is in fact the same database type. The problem is that we not only send invoices to be paid from Maximo but we also send invoices to be paid from a production system and some invoices are created directly in the accounting system...and any invoice can be changed in the accounting system. The accounting system doesn't know where the invoice originated from. We are unable to link directly to the production system so the accounting system generates the excel file for each batch then Maximo & production each produce an audit report against it based on vendor, vendor invoice, & amount.
I don't have control over the other systems to be able to streamline this process, so I'm just trying to march in step..
________________________________
From: David Wadsworth dwadsworth@assetpartners.com>
To: MAXIMO@yahoogroups.com
Sent: Friday, February 8, 2013 12:02 PM
Subject: Re: [MAXIMO List] Any BIRT experts know how to read Excel file then process against Maximo tables
You don't say what your accounting system is, but if it uses the same type
of database I would cut out the Excel middleman and just create a report
that does the audit validation directly. If Maximo and the accounting
system are on different database servers this can be done by using remote
database links.
To keep a running audit history automatically, you could create either a
custom Maximo crontask or a database procedure to run the audit/comparison
SQL at each month end and store the results in a custom table (which could
then generate escalation alerts from Maximo if there is a problem). We do
something similar for clients who want to reconcile their Maximo storeroom
balance and value each month and keep a snapshot of monthly inventory
values.
On Fri, Feb 8, 2013 at 11:06 AM, cbrandon63 cbrandon63@yahoo.com> wrote:
> **
>
>
> We interface Maximo with our accounting system.
>
> The requirement is to create an audit report that would read in a Excel
> file then validate against Maximo invoices.
>
> Has anyone done something like this using BIRT?
>
>
>
------------------------------------
Email addresses you might need:
Posting: MAXIMO@yahoogroups.com
Join : MAXIMO-subscribe@yahoogroups.com
Leave : MAXIMO-unsubscribe@yahoogroups.com
Cry : MAXIMO-owner@yahoogroups.com
Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
If its an oracle database you can get the dba to create the file as a table then you can join to it or select from it just like any other table
CREATE TABLE CSV
( COLNUM NUMBER,
COLDATE DATE,
COLTEXT VARCHAR2(100)
)
ORGANIZATION EXTERNAL
( DEFAULT DIRECTORY XML
ACCESS PARAMETERS
( records delimited BY newline
fields terminated BY ','
MISSING FIELD VALUES ARE NULL
REJECT ROWS WITH ALL NULL FIELDS
(
COLNUM CHAR(2),
COLDATE CHAR(100),
COLTEXT CHAR(100)
)
)
LOCATION ('sample_csv.csv')
)
REJECT LIMIT 0
;
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of wwilliams@rocketmail.com
Sent: 19 February 2013 18:52
To: MAXIMO@yahoogroups.com
Subject: Re: [MAXIMO List] Any BIRT experts know how to read Excel file then process against Maximo tables
Chris,
Try the following after you have your Maximo scripted stuff for your invoices. Save the Excel file as a CSV file.
Create a new Datasource, choose Flat File Data Source (there is also a choice for XML),then next ( I think you can take over the remaining steps are obvious)
Once you have your data source, create the data set.
Now right click the Data Sets and choose New Joint Data Set.
Now you can join your Excel file to the Maximo table.
Let us know how you make out.
Wes Williams
http://www.weswilliams.net
http://www.williamsconnell.com
________________________________
From: Chris Brandon cbrandon63@yahoo.com<mailto:cbrandon63%40yahoo.com>>
To: "MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>" MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>>
Sent: Friday, February 8, 2013 12:34 PM
Subject: Re: [MAXIMO List] Any BIRT experts know how to read Excel file then process against Maximo tables
The accounting system is in fact the same database type. The problem is that we not only send invoices to be paid from Maximo but we also send invoices to be paid from a production system and some invoices are created directly in the accounting system...and any invoice can be changed in the accounting system. The accounting system doesn't know where the invoice originated from. We are unable to link directly to the production system so the accounting system generates the excel file for each batch then Maximo & production each produce an audit report against it based on vendor, vendor invoice, & amount.
I don't have control over the other systems to be able to streamline this process, so I'm just trying to march in step..
________________________________
From: David Wadsworth dwadsworth@assetpartners.com<mailto:dwadsworth%40assetpartners.com>>
To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
Sent: Friday, February 8, 2013 12:02 PM
Subject: Re: [MAXIMO List] Any BIRT experts know how to read Excel file then process against Maximo tables
You don't say what your accounting system is, but if it uses the same type
of database I would cut out the Excel middleman and just create a report
that does the audit validation directly. If Maximo and the accounting
system are on different database servers this can be done by using remote
database links.
To keep a running audit history automatically, you could create either a
custom Maximo crontask or a database procedure to run the audit/comparison
SQL at each month end and store the results in a custom table (which could
then generate escalation alerts from Maximo if there is a problem). We do
something similar for clients who want to reconcile their Maximo storeroom
balance and value each month and keep a snapshot of monthly inventory
values.
On Fri, Feb 8, 2013 at 11:06 AM, cbrandon63 cbrandon63@yahoo.com<mailto:cbrandon63%40yahoo.com>> wrote:
> **
>
>
> We interface Maximo with our accounting system.
>
> The requirement is to create an audit report that would read in a Excel
> file then validate against Maximo invoices.
>
> Has anyone done something like this using BIRT?
>
>
>
------------------------------------
Email addresses you might need:
Posting: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
Join : MAXIMO-subscribe@yahoogroups.com<mailto:MAXIMO-subscribe%40yahoogroups.com>
Leave : MAXIMO-unsubscribe@yahoogroups.com<mailto:MAXIMO-unsubscribe%40yahoogroups.com>
Cry : MAXIMO-owner@yahoogroups.com<mailto:MAXIMO-owner%40yahoogroups.com>
Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
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