Fuel Consumption Import in Maximo Transportation

Maximo Transportation Solution has an application Fuel Transaction Import (Tr) which is used to import Inventory transactions plus meter readings from Maximo.

Steps to be followed to import Fuel Transactions.

• Create a template
• Import file
• Edit records for corrections (optional)
• Reconcile and create Inventory record

Create a template

We need to create a template for loading fuel consumption data.  It need to be defined in Organization (Tr) application, Select Action -> Transportation Options -> Fuel Transactions Import Setup.

Sample template file can be found in https://gitlab.com/bysurendar/maximo/-/blob/master/templates/fuelconsumption.csv

Import file

After we define the template, we can import the data file from Data Import (Tr) -> Fuel Transactions Import (Tr) application. Click on Import File option under More Actions Section. 

In the Import File dialog, choose Template ,defined in Organization (Tr) application. 

Select whether the imported file has Inventory Transactions & Meter Readings. 

Choose the Site for Imported Readings. 

Once you upload the file, you will get a couple of system messages. The loaded transaction will be created in PENDING status.

Edit records for corrections

We can edit the records before committing the Meter reading and fuel transactions. It can be done by Imported Transactions --> Edit Records.

Reconcile and create Inventory record

In order to commit the transaction, we need to use option Imported transactions -> Create Inventory Transactions.

First Stage of committing to database is to reconcile the transactions. You can do it by choosing the Site, selecting the records and click on Reconcile button.

 

The Status of the transaction goes to "RECONCILED" Status.

Second stage is to Create Inventory transactions for reconciled records from the same dialog. It will create the Inventory transaction for item in a storeroom. 

The loaded fuel transaction of item DIESEL is recorded as ISSUE in Inventory application. 

Since we have loaded meter readings along with fuel transactions in the same file, we can create Meter readings from Fuel transactions Import (Tr) application. The detailed explanation is given in this website  Bulk Meter reading Load

Advantage: Ease of use. We don’t need to configure MIF related object structure, enterprise service or external system to import data. It is very helpful for end users to collect fuel consumption readings from external system, validate and upload them.