Inventory and Logistics – Page 8

Item Sets and Organizations

You would no doubt have heard that Maximo has a multi-organization and multi-site data structure. You might have also learnt that an organization is used for data sharing and a site is used for data separation. If not, then try reading this article first http://maximosecrets.com/2016/11/27/organizations-and-sites/ A set is also used for data sharing. There are…

Commodity Groups and Commodity Codes

Commodity Groups and Commodity Codes is a two-level hierarchy that is most often considered when developing the data for the Item Master application, the catalogue of items that are purchased or entered into an inventory storeroom. However, these codes are used across many applications in Maximo, and this document aims to reveal where they are…

A summary of the financial processes in Inventory Usage

Contents Financial processes exist in the tables which end with the characters TRANS and which have attributes for GL debit and credit accounts (GLDEBITACCT and GLCREDITACCT) and a financial period (FINANCIALPERIOD). From a financial point of view, you can split the use of the Inventory Usage application into two distinct areas: That seems a very…

Create Remaining Usage Lines in Inventory Usage

This action was added as part of the 7.6.0.1 fix pack. You can now issue a partial quantity of an inventory usage document and create another usage document for the remaining quantity. It works when there has been a reservation. I’ve created a work order 1346, and when this is approved it will create the…

Split Usage Quantity dialog in Inventory Usage

You might have noticed at the end of an inventory usage line the check box called “Split”. This will be set by Maximo under two circumstances when the Split Usage Quantity dialog has opened: The specified bin or lot does not have enough quantity to satisfy the request. A quantity of a rotating item is…

Change Status to Shipped in Inventory Usage

When an inventory usage record at ENTERED status has been saved then the next status can be to COMPLETE, STAGED or SHIPPED. You can go direct from ENTERED to SHIPPED, although I think most clients would go ENTERED, STAGED, SHIPPED. I have already discussed staging so we will use inventory usage record 1106 to go…

Change Status to Staged in Inventory Usage

When an inventory usage record at ENTERED status has been saved then, the next status can be to COMPLETE, STAGED or SHIPPED. We’ll start by taking inventory usage record 1105, an issue of item 11453, through STAGED and then COMPLETE statuses. I’ve navigated from the inventory usage record to the inventory record for item 11453…

How do reservations affect Inventory Usage?

Contents If you have been following other notes on the functionality of Inventory Usage application, you will have noticed a couple of references to reservations. Material and tool reservations can be created from the approval of a: We’ll explore each of these. Action – Set User Validation Options The Set User Validation Options action controls…

Transfers in Inventory Usage

To transfer an item from one storeroom to another you use the Usage Type of TRANSFER on the inventory usage record. The source storeroom, “From Storeroom”, is mandatory. The Inventory Owner field defaults from the same field in the Storerooms application for the From Storeroom. There are other fields associated with transfers in the header…

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…

Maximo Secrets

Category: Inventory and Logistics