Q1 – Can you delete an item?

Answer – No

There are no actions for Delete Item across the Item Master, Service Items or Tools applications. You make an item invisible to users by changing status to Obsolete.

Q2 – Which item status(es) are incorrect, PENDING, WAPPR, ACTIVE, APPROVED, PENDOBS, OBSOLETE, INACTIVE?

Which one from the list is missing?

Answer – WAPPR, APPROVED, INACTIVE.

There are item 5 statuses and they flow in this order PENDING, PLANNING, ACTIVE, PENDOBS, OBSOLETE. PENDOBS is Pending Obsolescence.

PLANNING was missing from the list.

Q3 – Item statuses exist at the Item and Inventory level, but what other level do they exist at?

Answer – Item/Organization Details

Maximo has three levels SetsA set is used to share data across the Maximo Database. There are two types an Item Set and a Company Set. More, OrganizationsA structural element of a Maximo database which is used for data sharing. More and Sites. But when we refer to Items and Tools they exist is three corresponding levels; Items, Item/Organizations, and Inventory. The Item Master action is Item/Organizations Details, and the supporting object/table is ITEMORGINFO.

Q4 – At what statuses can you start to reorder items from inventory?

Answer – PLANNING and ACTIVE

At PLANNING status you cannot issue, return or receipt an item, but you can add an item to a purchase order, but not approve it. You can use the Reorder routine on items at PLANNING status.

At ACTIVE status there are no restrictions

Q5 – At what statuses can you issue, transfer and receive items?

Answer – ACTIVE and PENDOBS

The aim at Pending Obsolescence status is to use your remaining quantities of an item, and so you can issue, return and transfer the item. You can receive an item that is on an approved purchase order at PENDOBS status.

At ACTIVE status there are no restrictions

Q6 – Why is there a default item status in both the Sets application as well as the Organizations application?

Answer

The Default Item Status on Sets is the default for an Organization, it is also the default used for new items, service items or tools. The Default Item Status on Organizations is the default used for the organization in the Item/Organization Details when an item is created.

This allows some organizations to operate where new items are immediately added at ACTIVE status, but for other organizations that share the same item set to have theirs set to PENDING state.

Q7 – In which Maximo application would you see the check box “Roll New Status to Organizations?”

Answer – Service Items

On Item Master and Tools the change status is “Roll New Status to Organizations and Inventory?” There are no storerooms for Service Items.

The check box on Change Status at the Item/Organization level for items and tools is “Roll New Status to Inventory?”

Q8 – What records does Maximo validate against when changing status to obsolete?

Answer – Work Plan Items, Job Plan Items, Material Requisitions Lines, Purchase Requisition Lines, Purchase Order Lines, Inventory Balances, Assets (?)

The messages are BMXAA2109E to BMXAA2115E. I derived the list by finding the one for Inventory Balances and then looking around the message found for INVBALANCES (BMXAA2114E) to discover what other messages had been created at the same time Item Statuses was introduced.

It is also passing a variable into the message to indicate the level at which the validation was performed – BMXAA2115E – Cannot change status. Item is attached to one or more assets at {0} level. 

I couldn’t find where in Maximo the validation against Asset was occurring, but I verified the others. There may also be other validations I haven’t found.

Q9 – A two part question. Where in Maximo might you be able to use an obsolete item?

• A – Purchase Requisitions
• B – Purchase Orders
• C – Invoices
• D – Assets

In which application was the item created where it can be used at obsolete status?

• A – Item Master
• B – Tools
• C – Service Items

Answer – 1st part C, 2nd part C

An obsolete Standard Service (service item) can be selected onto an invoice. You get the warning – BMXAA5700W – This item is in Obsolete status. Do you wish to proceed?

Q10 – At what item levels will I find a status history?

• A – Item
• B – Item/Organization
• C – Inventory
• D – All of the above are correct

Answer – D

In Item Master and Inventory applications there is an action View Status History.

In Item Master application and Item/Organization Details action there is an information button at the end of the table window – View Status History.