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 Inventory: Quantity Issued Last Year/2 Yrs Ago/3 Yrs Ago

  • Functional
  • Inventory
BJ Hui's profile image
BJ Hui posted 02-09-2023 20:41

Hi all!

When looking at any item in the Inventory module, under Issue History, the fields for Year to Date, Last Year, 2 Yrs Ago, and 3 Yrs ago incorrectly show zero.  When I create a report of items including work orders and Quantity (ISSUE), i can see the correct list of items issued out per work order, and so i can workaround and calculate manually. But, i was wondering if there is any fix or clarification that can address my issue with those variables?  Any help is appreciated, thx~

Christopher Winston's profile image
Christopher Winston

This is typically part of your end of year processing that is done at the close of your business year. The specific action you are looking for is in the inventory application 'Zero Year To Date Quantities' action:

If you need to do this, but are not at end of year, then you will need to script the updates by calculating the net issues from transactions and then post the updates to each inventory record, and subsequently handle this as part of your end of year so you don't need to do the scripting again.

BJ Hui's profile image
BJ Hui

Chris,

Thank you very much for the reply.  I am an end-user and learning, so please excuse my confusion.  Ideally, I would hope that the counts for Issued This Year/2 Yrs Ago/3 Yrs Ago would always be an automatic thing with no need for scripting or manual actions.  Is this something that I can put in a request to my HQ team to make automated?

Julio Hernandez's profile image
Julio Hernandez

Those fields are not calculated by the "Zero Year to Date Quantities" action.  The "Year to Date" quantity is supposed to be updated real-time as you issue material.  What the "Zero Year to Date Quantities" action does is move the "2 Years Ago" value to the "3 Years Ago" field, move the "Last Year" value to the "2 Years Ago" field, move the "Year to Date" value to the "Last Year" field, and zero out the "Year to Date" field so it can start fresh for the new year.

Only administrators responsible for Year-End processes should have access to this action.  If someone invoked this action multiple times, that would explain why all your fields are 0.

You should try processing an ISSUE transaction and then check the "Year to Date" field on the corresponding Inventory record to make sure it is being updated.  If it isn't, then you found a bug that needs to be reported to IBM.

Christopher Winston's profile image
Christopher Winston

BJ, I would recommend that your business decide on all of the end of year processing activities they want as well as the timing for them, before making a request to HQ. Automation can be done, but as Julio indicated, it should be restricted as to who can do this, and when it should be done. 

Gina Ordaz's profile image
Gina Ordaz

BJ

We had our support team set our environment up to auto update the usage at midnight last day of the year to reset YTD to zero and move 1and 2 year to 2 and 3 year usage. I'm not sure how to do this but your support team should be able to set this up for you. I believe it might be done as an escalation.

BJ Hui's profile image
BJ Hui

All, thank you for all the info!