Inventory Usage

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  • Inventory Usage – An overview

    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…

  • Inventory Usage statuses

    Inventory Usage statuses

    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 to…

  • Security in Inventory Usage

    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…

  • Organizations settings affecting Inventory Usage

    Organizations settings affecting Inventory Usage

    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 doesn’t…

  • Issues and returns in Inventory Usage

    Issues and returns in Inventory Usage

    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 return,…

  • Transfers in Inventory Usage

    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…

  • How do reservations affect Inventory Usage?

    How do reservations affect Inventory Usage?

    If you have been following other notes on the functionality of Inventory Usage application, you will have noticed a couple of references to reservations. In the Organizations application and action Inventory Defaults there is a check box “Automatically create usage documents for new reservations?”. There is a button “Select Reserved Items” below the Usage Lines…

  • Change Status to Staged in Inventory Usage

    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…

  • Change Status to Shipped in Inventory Usage

    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…

  • Split Usage Quantity dialog in Inventory Usage

    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…

  • Create Remaining Usage Lines in Inventory Usage

    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…

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