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Seeking a resolution to prevent work orders from getting stuck in WMATL status when materials, ordered using the Plans Materials Tab, are "Partially Received".

  • 1.  Seeking a resolution to prevent work orders from getting stuck in WMATL status when materials, ordered using the Plans Materials Tab, are "Partially Received".

    Posted 10-28-2020 13:32
    Edited by Joe Kelley 11-02-2020 13:09

    Hello,

    We are seeking some suggestions or ideas to make certain there are not any Maximo configuration changes that can be made to prevent the Subject condition (problem statement below) from occurring.  

    We are at a point where we think the behavior described below in the Problem Statement is design functionality of Maximo and the solution to prevent this "problem condition" from occurring is to change the requisition and purchase order business process.  The process needs to have the quantity ENTERED on the purchase order when it's created to be exactly what the vendor communicates they will deliver.  (Quantity ordered in FEET equals quantity received in FEET)  

    Your input is appreciated.
    Thanks,
    Carl

    Problem Statement: - Work orders get stuck in "WMATL" status when materials are "Partially Received", requiring a person with Maximo Administrative security rights to change the status from WMATL.  Also, Purchase Orders will not auto-close when lines are Partially Received.

    Example:

    1. 20 feet of pipe was ordered on the planned materials tab.
    2. The pipe delivered was measured to be 19.3 feet long, as measured at the receiving bay of the Company Warehouse
    3. The line item on the P.O. and the Work Order Materials Tab shows as "Partial Received"
    4. The Company IT Maximo Admin had to change the status of the work order to another approved status, off of WMATL

     Background Data about the Problem Statement:

    • Occurring primarily when ordering piping in linear measurement quantities (Feet)
    • Occurring for materials that are ordered using the work order planned materials tab.
    • The piping supplier frequently sends the piping in lengths less than what is ordered.
    • The piping supplier invoices for the actual length shipped.  The invoice is payable, even if the quantity invoiced is different than the quantity ordered.
    • The piping supplier must sell and invoice in length quantities for piping and tubing.  This is necessary for their internal controls.  (response from supplier)
    • This issue of the work order stuck in WMATL status only occurs when the piping is ordered in quantity of Feet on the planning materials tab within the work order.

    #Procurement

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    Carl Siroky
    CHS, Inc.
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  • 2.  RE: Seeking a resolution to prevent work orders from getting stuck in WMATL status when materials, ordered using the Plans Materials Tab, are "Partially Received".

    Maximo Certified
    Posted 10-28-2020 15:03
    Carl,

    You should be able to go to the Purchase Order and mark the receipts as being complete manually. In your example, you receive 19.3 ft and I'm assuming that you're not expecting more. From the More Actions menu, there is a Complete Receipts option. This will mark the Purchase Order as fully received even if the amount is short of what was ordered.

    Once you've done that, the Work Order should move back to an approved state. You may have to do one of two things:
    1. Wait for the WOMaterialStatusUpdateCronTask to run (should run fairly frequently)
    2. Go to the Work Order and manually press the refresh button next to the Material Status Last Updated

    Hope that helps.

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    Alex Walter
    A3J Group LLC
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