Maximo Secrets

Issues and returns in Inventory Usage

Contents This section will take a deeper dive into the Inventory Usage record and its lines. Issue items The inventory usage record is created based on the user’s default insert site and the From Storeroom may also be defaulted from the user’s profile. The From Storeroom is the storeroom in which you will issue or…
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Organizations settings affecting Inventory Usage

Contents In the Organizations application there are a few settings that effect the behaviour in the Inventory Usage application. Transfer Options The Transfer Options action determines when you must transfer using the SHIPPED status. Across Organizations is the default, but you can choose Across Sites or All Transfers. This is a system wide setting. It…
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Security in Inventory Usage

When you use the Inventory Usage application the storerooms that you have access to are dependent on your user security profile. How the application defaults the attributes in the header of a new record will also depend on your profile. This is best illustrated with an example. I have logged in as user HUNTER, navigated…
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Inventory Usage statuses

Contents The Inventory Usage records have the following statuses: Status Description ENTERED The default status when you insert a record in the Inventory Usage application STAGED Used when you have collected the items from the storeroom bins, and they are ready to be issued or transferred. They exist in a staging bin. You cannot move…
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Inventory Usage – An overview

The Inventory Usage application exists in the Inventory module and is used for issuing, returning and transferring items and tool items within site or across sites that share the same item master. It is an application that was introduced with Maximo 7.5 along with the Shipment Receiving application, the two together replaced the Issues and…
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Financial Processes in Inventory (7 of 8)

Contents This is the seventh in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: This page will…
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Financial Processes in Inventory (5 of 8)

Contents This is the fifth in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: This page will…
Read more: Financial Processes in Inventory (5 of 8)
Financial Processes in Inventory (4 of 8)

Contents This is the fourth in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: This page will…
Read more: Financial Processes in Inventory (4 of 8)
Financial Processes in Inventory (3 of 8)

Contents This is the third in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: This page will…
Read more: Financial Processes in Inventory (3 of 8)
Financial Processes in Inventory (2 of 8)

Contents This is the second in a series of pages that examine the financial processes in the applications of the Inventory module. They demonstrate, using examples and screenshots, how the debit and credit GL account fields are derived. A summary is provided at the end of each page. This series will include: This page will…
Read more: Financial Processes in Inventory (2 of 8)
Financial Processes in Inventory (1 of 8)

Contents Financial transaction records have attributes for both the debit and credit GL accounts, the fields GLDEBITACCT and GLCREDITACCT. In the Inventory module the main financial transactions occur as part of inventory adjustments (INVTRANS), issues and returns (MATUSETRANS), and transfers between storerooms (MATRECTRANS), but there are other events that write to these tables, for example…
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Financial Processes on Work Orders (3 of 3)

Contents This is the third and last in a series of pages that examines the financial processes for work orders and would be applicable to Work Order Tracking and Quick Reporting applications. This page focuses on Work Order Actual Tools, specifically the transactions that create TOOLTRANS records. This series has included: Each page demonstrates, using…
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Financial Processes on Work Orders (2 of 3)

Contents This is the second in a series of pages that examines the financial processes for work orders and would be applicable to Work Order Tracking and Quick Reporting applications. This page focuses on Work Order Actual Materials, specifically the transactions that create MATUSETRANS records. Direct issue Work Order Actual Material (MATRECTRANS) and Services (SERVRECTRANS)…
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Financial Processes on Work Orders (1 of 3)

Contents Financial transaction records have attributes for both the debit and credit GL accounts, the fields GLDEBITACCT and GLCREDITACCT. In Work Order Tracking application, the financial transactions occur on the Actuals tab, under the Labor, Materials, Service and Tool sub tabs. The table names happen to be LABTRANS, MATUSETRANS, SERVRECTRANS and TOOLTRANS respectively. This is…
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Financial Periods

Maximo supports the set up of financial periods and their assignment to financial transactions throughout Maximo. Chart of Accounts – Financial Periods Financial Periods are defined at the organization level in Maximo using the action Financial Periods in the Chart of Accounts application. Financial periods must be contiguous, the From date of a new row…
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