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  • 1.  Back Order Reports

    Posted 02-17-2022 12:05
    I'm looking for a back order/open PO report that reports only the lines on the PO that have not been completed. Is this only done through using BIRT? Does anyone have a report like this?
    #Reporting

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    Gina Ordaz
    Idaho Milk Products
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  • 2.  RE: Back Order Reports

    Posted 02-18-2022 12:13
    Hi Gina,

    Do you need to see the actual PO lines that are not complete or just a list of PO's that have an incomplete line? 


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    Jason Verly
    Agropur
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  • 3.  RE: Back Order Reports

    Posted 02-18-2022 12:42

    Jason

    I'm needing to see the actual PO lines that are not complete.

     

    Thanks,

     

    Gina Ordaz

    Procurement Manager | Idaho Milk Products

    Office 208-644-2889 | Cell 208-490-6198 |Email gordaz@idahomilk.us

     

     






  • 4.  RE: Back Order Reports

    Posted 02-21-2022 09:27
    Hi Gina,

    Do you know if your Maximo administrator has take any steps to expand the fields you can select in a QBR/Ad-Hoc Purchasing report? Out of the box, Maximo will just have a single report option for main Purchase Order (PO table) fields. A common task by either a Maximo admin or Report Developer would be to extend the report structure to other fields. 

    (I can't upload an image for some reason to show an example of an updated report structure)


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    Jason Verly
    Agropur
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  • 5.  RE: Back Order Reports

    Posted 02-23-2022 11:24
    Hi Gina,

    Here's an example of the extended report object I have in our Maximo environment. The pink box is the main PO table and is what IBM provides out of the box. The additional tables in the green box are what I've extended for options in our Ad-Hoc/QBR reporting. 



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    Jason Verly
    Agropur
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  • 6.  RE: Back Order Reports

    Posted 02-25-2022 14:08

    Jason

    I've been able to extract the proper information to Excel but not to exclude those line items that have been filled. Maybe I'm missing something in your email answer. This is certainly a learning curve for me.

     

    Thanks,

     

    Gina Ordaz

    Procurement Manager | Idaho Milk Products

    Office 208-644-2889 | Cell 208-490-6198 |Email gordaz@idahomilk.us

     

     






  • 7.  RE: Back Order Reports

    Posted 03-02-2022 10:32
    Can you share the query you used to find the PO's?

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    Jason Verly
    Agropur
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  • 8.  RE: Back Order Reports

    Posted 03-02-2022 10:42

    Jason

    It' a very simple query which may be the problem. The query is: ((upper(receipts) = 'NONE' or upper(receipts) = 'PARTIAL') and historyflag = 0 and siteid = 'IMPJER')

     

    It might just be in my head that I can't resolve this but, I don't see a way to query only the lines on a PO that receipts are not complete. I'm assuming that this would have to be done in BIRT reporting where only what pulls to the report is the lines where the quantity ordered does not match the quantity received. In my report, I do not want to include those items where the order quantity has been fulfilled.

     

    I might be making this more complicated than it really is.

     

    Thanks,

     

    Gina Ordaz

    Procurement Manager | Idaho Milk Products

    Office 208-644-2889 | Cell 208-490-6198 |Email gordaz@idahomilk.us

     

     






  • 9.  RE: Back Order Reports

    Posted 03-04-2022 19:11
    There is a relationship from PO to POLINE called "COMPPOLINE" that only returns PO Lines whose RECEIPTSCOMPLETE field is unflagged. To use the ad-hoc reporting capability with Maximo, you'll need to build an Object Structure that utilizes this relationship to the POLINE table from PO. Then you can create ad-hoc queries that show only PO Lines that are not fully received.

    Alternatively you can create the same logic in a custom BIRT report.

    Hope this helps,

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    Alex Walter
    A3J Group, LLC
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  • 10.  RE: Back Order Reports

    Posted 03-04-2022 19:18

    Alex

    This is great news. I'll need to get help from my support team to do this as I'm not so good at building object structure and relationships but I'm willing to try. Thank you so much.

     

    Thanks,

     

    Gina Ordaz

    Procurement Manager | Idaho Milk Products

    Office 208-644-2889 | Cell 208-490-6198 |Email gordaz@idahomilk.us