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  • 1.  Automatically Clearing Inventory Reservations Associated to Work Orders

    Posted 11-13-2024 03:27

    Hi,

    We are testing material reservation on Work Order and from our tests we noticed 2 cases:

    1- When we select the materials in "Plan" section, and on "Actual" section we select the same material but using 'New Row' and not 'Select Reserved Items', we noticed that the inventory of that material stays still as reserved , even if we placed the same item in Plan and Actual section.

    2- On the other hand, on a new WO, when we selected a material in 'Plan' tab and later on , in 'Actual' tab , we set "Select Reserved Items", than the material balance and Quantity available in inventory is lowered, which does not save the material as reserved in first case.

    Our question is, what if the users do not select 'Select reserved items' in actual section and select the same material and quantity(as the material from planning), or what if they plan another material and use in actual section another material, how can we not consider the planed material as reserved(we do not want to increase the quantity reserved, but we want it to be 0) since we used another one in actual.

    PS: I checked this link , but still not sure. "https://www.ibm.com/support/pages/automatically-clearing-inventory-reservations-associated-work-orders"

    Best Regards,

    Mateo


    #EverythingMaximo
    #Inventory
    #WorkManagement

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    Mateo Bako
    Infosoft Business Solutions
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  • 2.  RE: Automatically Clearing Inventory Reservations Associated to Work Orders

    Posted 11-14-2024 09:04

    Go to the Organizations application.  Choose an Organization record and open it.  From the More Actions menu, choose Work Order Options --> Other Organization Options.

    Towards the bottom of the dialog box, there is a choice to "Clear Material Reservation When WO Status Changes:" --- and you can choose "To Complete" or "To Closed".

    We use "To Complete" because it fits our workflow.  I don't CLOSE a WO until 6 months after it's COMP, so that would be too long to wait for the reservations to clear out; it would adversely affect inventory.  Anyways, the point of this option is that, even if your users don't pull from the Inventory Reservations, then once the WO Status changes to COMP or CLOSE, any remaining reservations are removed, freeing up the inventory.



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    Travis Herron
    Pensacola Christian College
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    Original Message


  • 3.  RE: Automatically Clearing Inventory Reservations Associated to Work Orders

    Posted 11-14-2024 19:14

    Hi Mateo,

    Let's walk back a little first.  When the work order is planned, and an item is selected to be reserved from a storeroom, then when the work order is approved, a reservation is made with the store.  No dramas there.  Subsequently, when the user uses the Select Reserved Items button either on the work order | actuals | materials or places an Inventory Usage for the same (and don't forget the old Issues and Transfers application), that will remove the item from the reservation list...provided its the full amount, otherwise it will stay by at a reduce amount until the backlog is exhausted OR until the work order reaches either COMP or CLOSE (or their synonym) depending on what you set in the Organization inventory options>

    In your scenario, the user is NOT using the reserved items button and instead just issuing the item.  The way that Maximo sees the transaction as is as an ad-hoc issue and therefore will not look and see "oh, wait that same item number is on the reservation, I'll assume it's using that".

    Does it matter that the reservation is not touched?  Generally, no.  Most reservations are soft reservations, in that the item may be issued from the store sometime in the future.  See this link for reference.

    If you have a concern, the I'd be looking user training, so that they use the reservations first.  Maybe an automation script could be designed to decrement/remove the reservation if a user chooses to issue directly to the work order.  

    Otherwise just leave it, and all will work out.



    ------------------------------
    Craig Kokay
    Principal Consultant
    COSOL

    email: craig.kokay@cosol.global
    #IBMChampion
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    Original Message


  • 4.  RE: Automatically Clearing Inventory Reservations Associated to Work Orders

    Posted 11-15-2024 10:19

    Hi Mateo,

    If you set property mxe.app.inventor.useIssuedQtyAgainstReservations to 1 it will consider items used manually as well. This was released under APAR IJ03975. See below for the documentation:

    "A new property mxe.app.inventor.useIssuedQtyAgainstReservations was added. When the property is set to 1 and reservations are recreated for a WP Material (e.g. when a WO is reapproved or a WPMaterial is modified/added while the WO is APPR), the new reserved quantity will be calculated as WPMaterial.ItemQty minus the total quantity issued against the WPMaterial's completed reservations, not just any quantity issued against the WPMaterial. The default value for this property is 0. To use this fix, set the property to 1."



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    Griffin Kotarek
    Kwik Trip, Inc.
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    Original Message


  • 5.  RE: Automatically Clearing Inventory Reservations Associated to Work Orders

    Posted 11-17-2024 20:17

    Hi Griffin,

    Not quite the answer or solution.  The property mxe.app.inventor.useIssuedQtyAgainstReservations does not work or for given scenario as the user is not unapproving.

    There is only one place that Maximo recognises where the inventory issue may match a reservation, and that is using the Inventory Usage application.  The following screen shot shows the message that the user receives.  

    It would be great if that existed in the other applications (and mobile) where a user could issue an item.  Sadly, I've checked, and the answer is that it does not.  Time raise an IBM Idea!  Here is the link to the idea. Please vote.



    ------------------------------
    Craig Kokay
    Principal Consultant
    COSOL

    email: craig.kokay@cosol.global
    #IBMChampion
    ------------------------------

    Original Message


  • 6.  RE: Automatically Clearing Inventory Reservations Associated to Work Orders

    Posted 11-18-2024 03:20

    Dear all,

    Thank you for your replies.

    In my case , in the Organizations application, i changed the "Clear Material Reservation When WO Status Changes:" to 'To completed'.

    Also i changed mxe.app.inventor.useIssuedQtyAgainstReservations , to 1 (global value) as i could not change current value(secured).

    With the second configuration i still could not see a difference, that being 0 or 1.

    Best Regards,



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    Mateo Bako
    Infosoft Business Solutions
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    Original Message


  • 7.  RE: Automatically Clearing Inventory Reservations Associated to Work Orders

    Posted 11-22-2024 07:46

    Check the system properties: mxe.app.inventor.updateReservations. Set this to 1 if it is not. Do a live refresh.

    On setting this to 1, if you have an item reserved with 2 quantities against a Work Order and choosing the same item from the same store via New Row in the Actuals tab and saving will reduce the reserved quantity to 0 for that work order.



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    Niv Geo
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    Original Message


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