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Steps to setup meter reading upload in Maximo · 2015-08-23 · maximoconcepts.wordpress.com Steps...

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maximoconcepts.wordpress.com Steps to setup meter reading upload in Maximo 1. In the Organization (Tr) Select Action menu, go to Transportation options, Fuel Transactions Import Setup. 2. In the Fuel Transactions Import Setup dialog, create a new template – METER_READ_IMPORT and add columns to the template with sequence as shown below.
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Page 1: Steps to setup meter reading upload in Maximo · 2015-08-23 · maximoconcepts.wordpress.com Steps to setup meter reading upload in Maximo 1. In the Organization (Tr) Select Action

maximoconcepts.wordpress.com

Steps to setup meter reading upload in Maximo

1. In the Organization (Tr) Select Action menu, go to Transportation options, Fuel Transactions

Import Setup.

2. In the Fuel Transactions Import Setup dialog, create a new template –

METER_READ_IMPORT and add columns to the template with sequence as shown below.

Page 2: Steps to setup meter reading upload in Maximo · 2015-08-23 · maximoconcepts.wordpress.com Steps to setup meter reading upload in Maximo 1. In the Organization (Tr) Select Action

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3. Check the Active checkbox on the template and click ok.

Steps to upload meter reading in Maximo

1. Create a text file in notepad and enter the values separated by comma, for the 4 columns

selected in the METER_READ_IMPORT template created above. The format for the datetime

column must be as shown in the screenshot or else the upload will fail.

Page 3: Steps to setup meter reading upload in Maximo · 2015-08-23 · maximoconcepts.wordpress.com Steps to setup meter reading upload in Maximo 1. In the Organization (Tr) Select Action

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2. Save the text file as Meter_Readings.csv

3. In Maximo, go to the Fuel Transaction Import (Tr) application in the Data Import (Tr)

module.

4. In the select action menu, select Import File

5. In the Import File dialog -

a. Select the METER_READ_IMPORT template

b. Check the Import Meter Readings? Checkbox

c. Select the Site for imported readings

d. Upload the Meter_Readings.csv in the File table.

Page 4: Steps to setup meter reading upload in Maximo · 2015-08-23 · maximoconcepts.wordpress.com Steps to setup meter reading upload in Maximo 1. In the Organization (Tr) Select Action

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6. Click ok to upload the file. Once the file is uploaded, system prompts the number of readings

that were imported from the file.

At this point the meter readings have not been saved on the asset, they are only imported in

the Fuel Transactions Import (Tr) application. System doesn’t check for any incorrect input

or if any required attribute is missing at this point.

7. Select the Create Meter Reading option under the Imported Meter Readings menu in the

select action.

Before creating the meter readings in Asset, any corrections or changes to the imported

reading can be done using the Edit Imported Meter Readings option under the Imported

Meter Readings menu in the select action.

8. In the Create Meter Readings, Click Create Readings

Page 5: Steps to setup meter reading upload in Maximo · 2015-08-23 · maximoconcepts.wordpress.com Steps to setup meter reading upload in Maximo 1. In the Organization (Tr) Select Action

maximoconcepts.wordpress.com

Once the processing is completed, the system shows the number of records that were

processed successfully and those that didn’t. The record with error can be corrected from

the Edit Imported Meter Readings dialog under the Imported Meter Readings menu in the

select action.

Page 6: Steps to setup meter reading upload in Maximo · 2015-08-23 · maximoconcepts.wordpress.com Steps to setup meter reading upload in Maximo 1. In the Organization (Tr) Select Action

maximoconcepts.wordpress.com

9. Close the dialog. Confirm the meter readings in Asset.

Page 7: Steps to setup meter reading upload in Maximo · 2015-08-23 · maximoconcepts.wordpress.com Steps to setup meter reading upload in Maximo 1. In the Organization (Tr) Select Action

maximoconcepts.wordpress.com


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