Last Updated on November 22, 2023 by maximosecrets
Issues and Transfers is a Maximo Mobile application which will also be found on the desktop in the Inventory module and Role Based Applications. There may be some differences between the two and I aim to uncover those differences. Maximo Mobile aims to be an offline solution, the Role Based Application performs the same functions, but it may have additional capabilities which require to be online, we will see.
This is the article on the Role-Based Application – Issues and Transfers and the screenshots have been taken with an iPad in landscape mode. The article will cover more details than the Maximo Mobile article for Issues and Transfers which will be focused on an end-user, for example, this article will also review the Object Structures and Queries that support the applications.
The environment I am using is MAS 8.11.0 and Maximo Manage 8.7.1.
The Issues and Transfers application is aimed at converting inventory reservations through to inventory usage records so that the items can be issued. The Issues and Transfers role-based application is new to MAS 8.11, and this is an initial release, another is expected in 2024. There is no functionality yet for Staging, Shipping or performing Returns, and it appears there is no support yet for Pick Lists and so it does not replace the Manage Inventory work center. The title of the application Issues and Transfers is currently a misinterpretation of the functionality, as it does not currently support transfers, only issues.
Inventory reservations can originate from a work order or a desktop requisition. They can also be created from the Inventory application itself or from an internal PO. I read that internal POs are not yet supported, but I’ll try creating a reservation from Inventory. I also understand there are some limitations with issue of tools in this first release, so we’ll try this and see how we get on.
Inventory Usage records can be created automatically from a reservation through a setting in the A structural element of a Maximo database which is used for data sharing and is often aligned to a legal entity of an organisation. More application, so towards the end of this article I’ll change the setting and we’ll discover what differences this makes, my guess is that only the second option – Inventory Usage Records will be relevant.
We will start with looking at the functionality behind the first option Issue Reserved Items.
Reservations – Query
When the Issue Reserved Items option is selected, we see a list of the reservations for the storeroom defined in the user’s Profile – Default Information and the field Default Storeroom for Self-Service Requisitions. I am logged in as WILSON and their storeroom is set to CENTRAL storeroom of the BEDFORD site. If there are no records, then it is likely that this storeroom field has no value.
In our case 91 reservations were found. At the bottom of this document, you’ll find some information on the Object Structures and queries that the application uses. The query being used in this display is called MOBILERESLISTISSUE from the Object Structure called MXAPIINVRES. This query also fetches records where the reserved quantity has not yet been fulfilled and it excludes reservations made with internal Purchase Orders or where the reservation was made by a destination storeroom.
Each reservation record has fields for the item and its description and to the right of this the reserved quantity that has not been issued (RESERVEDQTY).
Below this is the work order number or the material requisition number, the item’s default bin (INVENTORY.BINNUM) and the reservation’s Due Date (REQUIREDDATE).
You can search by any of the displayed fields on each record and the search also has a scanning function which uses the camera on the device that you are using. The most likely search is for the reservations needed for a work order or material requisition.
I’ve made a search for the reservations for work order 1221. To clear the search, you use the button with a cross in it (X).
You use the box on the right to select the reservations you want to issue. Alternatively, there is a Select All button next to the refresh button, I have used this. Once reservations have been selected you use the blue Select button.
This will create a new Inventory Usage record for the reservation items selected. It is the Inventory Usage record that is created locally.
Inventory Usage – Created Locally
The selected reservations have been added as lines to an Inventory Usage record of Usage Type ISSUE made against the user’s Default Storeroom for Self-Service Requisitions, in my case the storeroom CENTRAL in the BEDFORD site. The Inventory Usage record will eventually be at ENTERED status, but at this point the record has not been saved to the Maximo database.
You will need to enter a description for the Inventory Usage record in the blue box at the top of the screen. I will enter ‘Work order 1221’.
Two Inventory Usage lines have been created. Line 1 is for Item 0-0031, Elbow, Street- 1-1/8 In X 90 Deg, a quantity of three are required. Line 2 is for Item 560-00 Tubing, Copper-1 IN ID X .030 In Wall, a quantity of one is required. Notice that although the required quantity of item 0-0031 was three only one is selected. I believe this is the default, in all the tests I performed it was always set to 1. In the CENTRAL storeroom item 0-0031 only has a Current Balance of 2, so the whole required quantity cannot be satisfied.
The fields on each Inventory Usage line are similar to what we saw for the reservation, the item and its description and to the right of this the quantity to issue. Then below this the work order number or the material requisition number, the bin from which you will pick the item, the Quantity Due from the reservation and the Due Date.
There is a chevron (>) button on the right-hand side which will open the Item details.
The Item details shown on the left has several fields including the Item description (but not the item number), the Quantity Due, the Quantity to Issue, From Bin, Due Date, Work Order number (REFWO), A physical place where assets exist and where work can be performed. More (LOCATION), Asset (ASSETNUM), Person (REQUESTDBY), and Requisition number (MRNUM). The Quantity to Issue is the only field which can be changed, and I have set this to three. It is more than the Current Balance and I’m interested to see what if any error messages I get.
Looking at the code it looks as if Lot, Condition enabled, and Rotating Items are all supported, we’ll test that out later.
Notice the Save button in the top right is enabled but not yet the Issue button. Also notice the button at the top of the Item Details, it is the Split Item button, and we will come to this in the next section.
When you use the Save button the blue Issue button is enabled. The Inventory Usage record is now saved to the database and will be at ENTERED status.
When I went to issue the Inventory Usage record, I received error BMXAA7767E – The split line quantity is not equal to the original requested quantity for one or more lines. Either change the original requested quantity or change the split line quantity. I don’t know the exact reason for the message, and it might be the same message for multiple reasons. As it references a message number this is probably a message coming from the Maximo server, as opposed to validations performed by the role-based application. My guess is that the Current Balance in bin D-9-4 cannot satisfy the quantity to issue.
As the error message referenced the split line quantity, I have decided to use the Split Item button which is at the top of the Item Details panel. I am doing this for item 0-0031 which has the Quantity to Issue of 3. I’ll start by saying that a quantity of 2 should come From Bin D-9-4. There looks to be a Bin lookup.
I’ll now use the blue tick button. This allows you to use the Split button again.
The second time I used the Split button I entered a quantity of 1 from the same bin D-9-4. The bin lookup did not give me any options for another bin.
The use of the Split Item is to provide the ability to say that the Quantity to Issue can come from multiple bins, and obviously it would be unusual to use the Split Item and take the quantities from the same bin. Once you start to split the item the button at the top disappears and a section below the Quantity Due shows the splits with the (+) button allowing you to create a new split.
I got a different message when trying to close the Item Details panel, BMXAA7692E – The current requested quantity will cause a negative balance in the bin or bins selected for inventory usage line 1. Change the requested quantity before continuing with the transaction. This message gives a good indication that there is not enough Current Balance to satisfy the issue.
I tried reducing the Issue to Quantity to 2 from the Inventory Usage line and received a different message split across two lines:
The sum of split quantities should equal to the quantity set in inventory usage line.
(Usage lines – 1) * From the Inventory Usage application, issue the inventory usage record to provide the missing information.
When I removed the message, I noticed that Line 1 and Work Order 1221 were now highlighted in red text.
The message is an application validation rather than a Maximo server validation. It occurs because there is a mismatch in the sum of split quantities on the Item Details screen to that on the Create Inventory Usage screen, three compared with two respectively.
In the Item Details I changed the second split to a Quantity of 0 and received error BMXAA3354E – Specify a quantity that is greater than zero. I settled on a split with Quantity 1 in both parts of the split and this saved OK, although I did get the message – Record WORKORDER: Site=BEDFORD Work Order=1221 has been updated by another user. Your changes have not been saved. Refresh the record and try again.
Inventory Usage Records – Query
The second option when you enter the Issues and Transfers role-based application is Inventory Usage Records. This uses the Object Structure MXAPIINVUSE and the query MOBILEINVUSAGELIST. The query restricts to Inventory Usage records at ENTERED state and the storeroom that is defined as the user’s Default Storeroom for Self-Service Requisitions as defined in their Profile – Default Information. I am logged in as WILSON and their storeroom is set to CENTRAL storeroom of the BEDFORD site. It doesn’t restrict by Usage Type; I’ve tested with both MIXED and TRANSFER and they do both become visible in this screen.
Scrolling down to the bottom on this page, you can see Inventory Usage record 1016. There is no explicit order in the query, but it looks as if they are coming out using the ascending Inventory Usage number.
You can filter for the Inventory Usage record 1016 and the record is found showing the title we gave it previously – Work order 1221. Apart from the Inventory Usage Number and its Description, the From Storeroom is displayed with the number of usage lines. The Due Date of 30/06/2021 is the Required Date on the reservations linked to the Inventory Usage lines. On the right is the Inventory Usage Status, which is likely to remain at Entered state until additional functionality is added to this application for staging, etc.
When you navigate into the Inventory Usage record it is similar to what we have seen previously except it doesn’t say at the top Create Inventory Usage but displays the Inventory Usage number. You can add additional lines using the (+) button.
When you use the (+) button to add a new Inventory Usage line this takes you to the list of reservations for the same storeroom, it does not let you build a line from scratch, selecting the item, etc. I have selected item 11406, AC Spark Plug, reserved by work order 1022 and will use the blue Add button.
The reservation is added to the Inventory Usage record, as Line 3 shown at the bottom of the screen. The Quantity to Issue has defaulted to one, although in this case a quantity of four is required.
You can also delete an Inventory Usage line; I am deleting line 3 for Item 11406 – AC Spark Plug that we just created.
You use the trashcan button to delete an Inventory Usage line. You will receive a confirmation message – Are you sure you want to delete the Item? I answered Yes and this saved the changes so that we are back to the two inventory usage lines.
When I tried to Issue the items using the blue Issue button, I get the warning message BMXAA8229W – Record WORKORDER: Site=BEDFORD Work Order=1221 has been updated by another user. Your changes have not been saved. Refresh the record and try again.
I’ll have to investigate why I’m getting this, the system I am using is out of the box, so if I can isolate the reason for it I expect it will warrant a case with IBM Support. I’ll move on and do some tests based on the reservations being created from a Material Requisition.
Postscript – I subsequently isolated the issue to item 0-0031. I then created another bin for this item with quantity and I tried to split inventory usage 1016 to the two bins rather than using the same bin, but I still received the same error. I then duplicated the workorder with just the one item and created new reservations and inventory usage, which I could issue with the same quantities from the same bins as I was trying to do with inventory usage 1016. I couldn’t figure out what was wrong with Inventory Usage 1016, and I received the same error from desktop Maximo Inventory Usage when I split item 0-0031. A mystery, and without being able to provide to IBM Support how to replicate the issue I didn’t raise a case.
Material Requisition – Reservations
For the next set of tests, I have created a Material Requisition (MR) in the Self-Service Desktop Requisitions application. The MR number is 1002, so I have filtered by this. There is a work order 1002, so I will need to select all the relevant items, I do not believe there is a method for filtering only the MR records.
I have chosen a variety of items:
- Item 11453 is a Lot Item; I have requested a quantity of 3
- Item LN7023 is a Condition Enabled Item; I have requested a quantity of 2 with a condition code of NEW
- Tool Item METER; I have requested a quantity of 1
- Rotating Item P-896: I have requested a quantity of 2
After selecting the four reservations the Create Inventory Usage screen appears with each of the four items with a Quantity to Issue of 1 for each line. I am thinking that you increment this quantity as you pick the items from the bin. I have raised an IBM Support case to get clarification on why the Quantity to Issue starts as one, rather than using the Quantity Due.
I provided the Inventory Usage Description – Test for Lot, condition, rotating and too item on a MR, I meant to say tool. When I came to save this record, I started to receive some messages.
Lot Items on Inventory Usage
The first message I received was – The value of Lot is empty – Usage lines – 1 – from the Inventory Usage application. Please set the missing Lot values.
After closing the message Line 1 was highlighted in Red text. Notice each Inventory Usage record refers to a work order but not the MR number.
When navigating to the Item Details from the chevron (>) button, the Lot field is displayed and shows blank as the message suggested it might.
The Lot field has a Select Value for the lots referenced for this item in the Inventory Balance records. I have selected Lot A-431. There is no reference to the Expiration Date, and I happen to know that A-431 is expired on 1/1/15. There was no reference to this when I selected the Lot number. I’ve raised an IBM Support case for this also.
There is a search with a scanning function for Lot numbers.
Rotating Items on Inventory Usage
The second message I received was – Some inventory usage lines have missing or invalid rotating assets and cannot be issued. – Usage lines – 4 – from the Inventory Usage application. Please provide the missing information.
No assets have been selected for the rotating item, so that is the likely cause of the message.
Navigating from Inventory Usage line 4 the Item Details screen has a section for Assets with a (+) button to create a record.
When inserting assets, you can select multiple assets in one action. The Quantity Due was two, so I am selecting asset 2107 and 2109 for a Rotary PD Pump.
There is a Search function, and you could scan for the asset. No Asset Tag or Serial Number is shown and I have raised an IBM Support case about this.
The Assets section now shows the two assets selected, 2107 and 2109. I couldn’t find a way of deleting either of the assets selected without deleting the whole Inventory Usage line, which seemed a bit of a last resort. I’ve raised an IBM Support call about this also.
Tool Items on Inventory Usage
The third message I received was BMXAA4195E – A value is required for the Issue To field on the INVUSELINE object. Tools must be issued to a person who is responsible for the tools return to the storeroom. I read that Tools are not supported yet and when I checked the Item Details there was no field to Enter the Issue To person.
I tried reducing the Quantity to Issue field to zero in a test of the (-) and (+) buttons. The Quantity to Issue must be greater than equal to one and when entering zero I received the message – Enter a number greater than zero.
As Tools are not yet supported, I had to use the trashcan button to delete the Inventory Usage record. I received the confirmation message ‘Are you sure you want to delete the item?’ and I selected Yes.
Saving the Create Inventory Usage
Up to now no Inventory Usage record will be found on the Maximo Inventory Usage desktop application, but as soon as you use the Save button it will be become visible; on the role-based application you received a green background message – Inventory usage Saved.
Inventory Usage Records
As the Inventory Usage record has now been saved you can query for it from the second application option – Inventory Usage Records – and navigate to it. Inventory Usage record 1018 has three inventory usage lines for the Lot item, Condition Enabled Item, and the Rotating Item.
When I came to use the blue Issue button, I received the error message BMXAA1831E – The lot has expired. When I returned to the Item Details screen it looked as if I could change the From Bin but not the Lot and the bin A-4-9 has several lots in it. I think what is happening is that the Lot is set, and the bin selection is then dependent on where that Lot exists, and if the Lot only exists in the one bin, then you can’t change the bin. You can’t change the Lot and you can’t change the Bin, a Catch-22 situation. I have reported the issue to IBM Support.
In desktop Maximo Inventory Usage when you select the bin you are selecting a bin and lot together, and if you select a lot, you are also selecting the lot and bin together. This is how it should be on the role-based application. The Bin and Lot should be together, so that if you split the quantity what you are doing is selecting the inventory balances record from which the issued quantity will be deducted.
When checking the Item Details for the Condition Enabled item LN7023 – Alternator, I noticed that there was a reference to the Condition Code NEW, which was on the reservation, but no ability to change it, which you can do from the desktop Inventory Usage application. When there is a quantity of item which are REBUILT you would probably consider using these instead of NEW, otherwise why would you go to the effort and cost of having the item refurbished. I have raised an IBM Idea (Request for Enhancement) to allow you to select a different condition code to that on the reservation. You can see the IBM Ideas with links at the bottom of this article.
Inventory Usage without Reservations
For this test I have created an Inventory Usage record from the Maximo desktop application, there was no reservation. The Inventory Usage record is 1021 – Test of one item being issued from RBA. The Inventory Usage has a From Storeroom of CENTRAL and there is just the one line for item 28149.
In the Inventory Usage Records option, I’ve queried for the Inventory Usage record 1021 and it has been found.
I’ve navigated into the Inventory Usage record 1021 with the one line for Item 28149 – Stem Packing, Work Order 1203 was referenced on the Inventory Usage line, and I picked bin LR4 where I knew there was a current balance.
Notice there is no Quantity Due or Due Date which would come from the reservation.
When I use the blue Issue button I received the following message – Items without reservations must be issued from the Inventory Usage application.
The current Issues and Transfers application requires a reservation, whether this is just a feature of this version or whether it will remain the case with later releases we will need to wait and see. There are cases when no reservation will be created but an Inventory Usage record of type ISSUE is made, the obvious one is when there is already an approved work order and when the technician has gone to perform the work, they see that another item is needed or the item they have been issued with is not correct and they need another. No reservation is created if the technician fills out the Inventory Usage record for the required item.
I’m hoping that later releases will allow an Inventory Usage record to be created on a mobile device without a reservation. In case it is not already planned I’ve raised an IBM Idea (Request for Enhancement). You can see the IBM Ideas with links at the bottom of this article.
Issue Item from a Work Order – Use a Default Bin for your items.
I returned to work order 1203, unapproved it, added item 28149 to the work plan materials and reapproved the work order so that a reservation was created.
In the first option Issue Reserved Items, I could filter for work order 1203. Notice there is no bin for item 28149, there is no Default Bin for this item in the Inventory storeroom CENTRAL. I’ve selected the reservation and used the blue Select button.
The Due Date of 09/11/2023 (tomorrow) was entered on the work order planned materials as the Required Date, this created a reservation of type APSOFT. This has answered one of my questions, does the Issues and Transfers application use any type of reservation or only hard reservations, the answer is all reservations are considered. I have subsequently performed a test with a reservation type of SOFT and with a Required Date several months in the future and this reservation was still issued through this application.
There is no indication of the reservation type and no warning that you are issuing stock against a soft reservation. I’ve raised a case with IBM Support for this, as I think you would only want to be issuing against hard reservations, and not soft reservations. Reservations of type APSOFT become APHARD when the Cron Task InvResResTypeUpdateCronTask is active. The point at which the reservation becomes APHARD is dependent on the Required Date and the Lead Time of the item.
The Create Inventory Usage screen opens, and I entered an Inventory Usage Description of ‘Item for WO 1203’ and saved the record. When I used the blue Issue button, I received the following error message BMXAA7767E – The split line quantity is not equal to the original requested quantity for one or more lines. Either change the original requested quantity or change the split line quantity.
My guess was this had something to do with the Bin.
In the Item Details you can select the Bin and conveniently the bin’s Current Balance is displayed below each bin. I selected Bin LR4 which had a balance of 2, by using the button on the side.
Using the Item Details, I could select Bin LR4. Now I could save and use the blue Issue button. Two messages with a green background were received ‘Inventory usage Saved’ and ‘Inventory usage Issued’. The reason for two messages is because the change of bin meant that there was a save to perform, although the Save button was not enabled, so the application performs the save then the issue.
If you look at the Inventory Usage record created it is now at COMPLETE state. It’s a good idea for Inventory records to have a Default Bin, if they don’t then you will need to select the Bin during the issue, of course, it also highlights to the storeman where to go and find the item.
You do not need to use the option Inventory Usage Records to issue against a reservation, so why is it needed?
Automatic Creation of Inventory Usage records for Reservations
In the Organizations application and action Inventory Options – Inventory Defaults there is a field called ‘Automatically create usage documents for new reservations’ which by default is not enabled. I have enabled it.
I have duplicated my last work order to create a new one 1208, this references the same item 28149, the required quantity is one. On work order approval a reservation is created, and now this reservation is automatically converted to an Inventory Usage record of Usage Type ISSUE at a status of ENTERED. In this case as there was just one item required from the CENTRAL storeroom the Inventory Usage record 1026 has just one line.
Using the application’s second option Inventory Usage Record I could filter for work order 1208 and it found Inventory Usage record 1026.
I’ve navigated into Inventory Usage record 1026 and it shows just one line for item 28149 Stem Packing. The Quantity Due however shows two, but this is incorrect. In desktop Maximo I’ve checked both the reservation and the inventory usage record, and they both say that the required quantity is 1. There happens to be another reservation for the same item and storeroom and the total quantity between both records is two, therefore I am wondering if this is how the Quantity Due was derived. I’ve raised a case with IBM Support for this.
I haven’t made any changes to the Inventory Usage record, but I did check the Item Details. When I used the blue Issue button, I received two messages with a green background ‘Inventory usage Saved’ and ‘Inventory usage Issued’. The Inventory Usage record is now at COMPLETED state and it will no longer be visible within the Issues and Transfers application.
Inventory Created Reservations
At the top of the article, I said that I would try creating a reservation from the Inventory application and checking that you could create the Inventory Usage record and issue the item. The reservation was made against a location and not a work order or a material requisition. It is the reservation I’ve selected in the Issue Reserved Items screen. Notice that there is a reservation quantity of two.
After selecting Item 28149 – Stem Packing, I’ve now used the blue Select button.
The Create Inventory Usage screen opens, and I have navigated to the Item Details to show that there is neither a Work Order nor a Material Requisition. The reservation was made against Location OFF401, the Person field is the Requested By person on the reservation.
In this test I was going to issue only part of the reservation. The reservation had a quantity of two and I am only issuing a quantity of one. When I used the blue Issue button, I received the green background message Inventory usage Issued.
Back in the Issue Reserved Items screen the reservation highlighted shows a reserved quantity of one. I thought I would just explain this.
When you have a Reserved Quantity of two and you issue a quantity of one the Reserved Quantity is now set to one and the Actual Quantity is set to one. The total original reservation is then, Reserved Quantity + Actual Quantity.
If none of these reservations are on an Inventory Usage record, then the Pending Quantity field is zero. When a reservation item is added to an Inventory Usage record the Pending Quantity is incremented by the Quantity on the Inventory Usage line. If the Reserved Quantity and Pending Quantity are the same then the reservation is no longer displayed, it cannot be added to a second Inventory Usage record.
Incidentally I did another test from Inventory Add/Modify Reservations where a new reservation was for a transfer from CENTRAL to GARAGE storeroom. This automatically created an Inventory Usage record which I could find in Inventory Usage Records, and I then used the Issue button successfully to complete the Inventory Usage record. However, transfers are not properly supported yet, as a minimum you would want to create an Inventory Usage record on the mobile device and move a quantity of an item from one bin to another – an intra-storeroom transfer.
Thinking about GL Accounts
When you create reservations the GL Account should be complete and not a partial GL Account, for example 6220-300-???.
When you use the Issue Reserved Items option, select the item, add the Inventory Usage description and go to use the Save button, then if you have GL Account validation active for your Organization then you could receive the error message BMXAA1791E – Not a valid material usage transaction GL account 6220-300-???. Either the required components are not filled or the component’s values are not valid.
You would get the same error message if you were creating an Inventory Usage record manually in the Maximo desktop application. You would also get the same error message if you automatically created the Inventory Usage record from a Work Order or a Material Requisition, but then the message would appear if you tried to complete the Inventory Usage record.
In the desktop Maximo Inventory Usage application, you can modify the Debit GL Account to ensure that all components have a value, you can’t do this in the Issues and Transfers role-based application, which is why if you are going to use this application and you validate against GL Accounts then you need to make sure the work order or desktop requisition GL Account is correct and complete.
While writing this article it became apparent that some information that is useful during material issues has not been included yet in the application, and I have raised some IBM Ideas for these:
Change Query on Shipment Receiving and Issues and Transfers
Shipment Receiving and Issues and Transfers should both have the ability to select the query as has been provided for Inventory Receiving
It is likely that many clients will have multiple Maximo storerooms in the same physical storeroom, therefore binding in the Default Storeroom on the user’s profile could be useful for some clients, but where there are multiple storerooms, multiple queries would be used with each query referencing the storeroom.
Each role-based application and Maximo Mobile application should always have the ability to select the query to apply, in the same way that users can have a query on desktop applications. However, this idea is solely associated with the two Inventory applications Shipment Receiving and Issues and Transfers where I believe many clients will be immediately reaching for the configuration tools without this.
Create Inventory Usage Records without Reservations
Issues and Transfers (RBA) – Ability to create an Inventory Usage record without a reservation.
If you manually create an Inventory Usage record, you will receive an error message when the storeroom goes to issue it on the Issues and Transfers application.
There are case when no reservation will be created but an Inventory Usage record of type ISSUE is made. When the technician goes to perform work the work order is at INPRG status. In performing that work they see that another item is needed or the item they have been issued with is not correct and they need another. Ideally, the technician would like to use the mobile device to create a new Inventory Usage record referencing the existing work order, no reservation is made in this case.
Change Condition Code
Issues and Transfers – There should be the ability to change the condition code of the item to be issued.
Job Plans reference a condition enabled item and the condition code is likely to say NEW. This gets translated into a reservation when the work order with job plan is approved, but when issuing the item from the storeroom there may be a balance of REBUILT condition code items where the rebuilt items have just been returned from the vendor. So, the storeman would want to change the condition code from NEW to REBUILT.
Issues and Transfers – When selecting asset the records should include serial number and tag number which are most likely to be used in scanning scenarios
Intra-storeroom Transfer between bins
Issues and Transfers – Ability to perform intra-storeroom transfer of a quantity from one bin to another and to perform physical count on source and target bin after transfer performed.
When items exist in multiple bins, the quantities may be consolidated from time to time by moving items from one bin to another, to free up space in the storeroom for other items. When the transfer of quantity occurs, you may wish to perform a physical count of each bin, including the now empty bin to say its count is now zero. Note if you moved a quantity so that there was none left in the bin, the current balance in the system after the transfer might still suggest a positive number and not zero, hence the need to perform a physical count.
Expiration Date on Lot Lookup
In the Item Details you can select the Lot, there is however, no other information, for example current balance or expiration date. Both would be useful in helping to avoid error messages when trying save or complete the Inventory Usage record, for example if you select a lot that has expired.
Display Reservation Type
In the Role Based Application (RBA) for Issues and Transfers, in Issue Reserved Items there is no reference to the type of reservation. In many cases only HARD or APHARD reservations will be issued, SOFT and BACKORDER will probably never be issued, and in many cases, clients will wait for the APSOFT to become APHARD before issuing the item, so there is no reason to convert a reservation to an Inventory Usage record until the reservations are HARD or APHARD.
There are exceptions. The reservation type should be displayed. I think also it would be useful to have two queries, one for HARD/APHARD and one for all reservations.
This section explains the Object Structures and Queries that are being used in the Issues and Transfers application.
Issue Reserved Items
The Issue Reserved Items Object Structure is MXAPINVRES and the query is MOBILERESLISTISSUE with a Query Clause of ‘(reservedqty – pendingqty – stagedqty – shippedqty > 0) and (ponum is null and polinenum is null and tostoreloc is null) and storelocsiteid=(select defsite from maxuser where userid = :USER) and location = (select defstoreroom from maxuser where userid = :USER)’
The records you see are reservations with an outstanding quantity which are not from an internal purchase order and not for a transfer to another storeroom. The reservations are those made on the storeroom that is the users default storeroom as defined in their Profile – Default Information and field called Default Storeroom for Self-Service Requisitions.
When a reservation has been fully added to one or more Inventory Usage records then it will no longer appear and cannot be added to another Inventory Usage record.
After selecting the reservation and saving then this uses the CREATEDLOCALLY query on the Object Structure MXAPIINVUSE. The Query Clause is ‘changeby = (select personid from maxuser where userid =:USER) and siteid = (select defsite from maxuser where userid = :USER) and fromstoreloc = (select defstoreroom from maxuser where userid = :USER) and status in (select value from synonymdomain where domainid = ‘INVUSESTATUS’ and maxvalue = ‘ENTERED’)’
The records you see are Inventory Usage records at ENTERED status where the logged in user last modified the record and where the storeroom is the users default storeroom as defined in their Profile – Default Information and field called Default Storeroom for Self-Service Requisitions.
Inventory Usage Records
The Inventory Usage Records Object Structure is MXAPINVUSE and the query is MOBILEINVUSAGELIST with a Query Clause of ‘siteid = (select defsite from maxuser where userid = :USER) and fromstoreloc = (select defstoreroom from maxuser where userid = :USER) and status in (select value from synonymdomain where domainid = ‘INVUSESTATUS’ and maxvalue = ‘ENTERED’)’.
The Inventory Usage records you see are at ENTERED status and created against the user’s default insert site and the storeroom is the users default storeroom as defined in their Profile – Default Information and field called Default Storeroom for Self-Service Requisitions.