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  • 1.  Filtering only available materials in a storeroom after selecting that storeroom in work order Planing

    Posted 10-17-2024 03:19

    Hello,

    In a work order how to be able to filter only the items/materials that are available in a storeroom after selecting that storeroom in the: Plan -> Materials section in IBM Maximo.

    Currently it is working for Actual section , but not for 'Plan' , as in Plan even after selecting a specific storeroom, all items from different storerooms and with 0 balance are filtered.

    Best Regards,

    Mateo Bako


    #EverythingMaximo
    #Inventory
    #MaximoApplicationSuite
    #WorkManagement

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    Mateo Bako
    Infosoft Business Solutions
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  • 2.  RE: Filtering only available materials in a storeroom after selecting that storeroom in work order Planing

    Posted 10-17-2024 03:21

    As per my checks, maybe we need to change a condition in the Database configuration - > relationships regarding to WPITEM object



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    Mateo Bako
    Infosoft Business Solutions
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  • 3.  RE: Filtering only available materials in a storeroom after selecting that storeroom in work order Planing

    Posted 10-17-2024 16:34

    Hi @Mateo Bako!

    I understand what you're trying to do, but I don't think it's correct.

    When you plan a WO you can't do it based on whether or not you have stock available. Precisely, if you don't have it, you must also plan the material to be used to adjust the replenishment, otherwise this will happen all the time. The material needed is determined by the work plan and whether or not you have it in stock. In any case, it will be a matter of execution to use an alternative material and it will serve to improve future planning.

    Having said this, when you go to the "Item" field in "Plans" on the "Materials" tab, you have 2 options to select a material. You can either "select value" which uses the ITEM lookup or go to the "inventory" application. If you access the inventory application, you can't filter by quantity (CURBALTOTAL or AVBLBALANCE) because both are fields calculated by Java classes and don't allow the filter or clasification. You can't do a where clause because they are not existing fields in the INVENTORY table. In your second option, it is through the ITEM lookup, and again, you access the items, not the inventory. And this is because it is not designed to plan depending on the stock.
    You could add a section in lookup.xml to access the inventory instead of ITEM and modify that search from WPMATERIAL (Materials in WO plans).

    Regards!



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    Martin Fabra
    ARSAT S.A. - Actively seeking employment
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