
A site dedicated to Maximo containing over 385 articles, podcast episodes, YouTube videos, and quizzes, updated weekly, 900K words!

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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)…