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  • 1.  How to automatically populate asset with work orders?

    Posted 17 days ago
    Edited by gursev bajwa 17 days ago

    Hello,

    I have created an custom application called Asset to Workorders and the main objective is that a user can see work orders to assets including the GL accounts(project, cost categories) etc.  What I want to be able to do is that when I click on new ASSET, it should automatically populate the other fields such as work order, description, GL Account, Project code.  Here is what it looks like:


    #Administration

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    GB
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  • 2.  RE: How to automatically populate asset with work orders?

    Posted 16 days ago

    Hi GB,

    This application just does not make sense to me.  Is the objective of the application to create new assets or new work orders?  In either case, you already can:

    Create new assets

    1. Use the Assets application
    2. Use Asset Manager application
    3. Use Asset Templates
    4. Receive a rotating item
    5. etc...

    Create new work orders and relate to an asset

    1. Work order tracking
    2. Quick reporting
    3. Technician
    4. SR - Create work order
    5. Asset - Create work order
    6. etc...

    What is the main Maximo object that underlies the application?  Are you better off cloning one of the work order applications and changing the screen?  This way you get what you want.

    Regards, Craig



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    Craig Kokay
    Principal Consultant
    COSOL

    email: craig.kokay@cosol.global
    #IBMChampion
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  • 3.  RE: How to automatically populate asset with work orders?

    Posted 15 days ago

    Hello Craig,

    Thank you for the help.  My main objective in this custom application is that whenever I create a new asset, I am hoping that the workorder, GL Account, Project cost and status will automatically populate.



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    GB
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  • 4.  RE: How to automatically populate asset with work orders?

    Posted 15 days ago

    Hi GB,

    That I understood, but it does not make sense, so let me explain.

    Requirement:

    1. I must be able to create a new asset
    2. The following fields must be automatically populated:
      1. Work order number
      2. GL Account
      3. Project Cost
      4. Status

    All the fields can be automatically populated, but you need to establish the rules and behaviour.

    Let's break that down.

    Create an asset

    I'm going to assume that this application will be a Single Page App.  I see in the supplied picture that it fits that style rather than a Power App.  Is that correct?  It is unusual, but okay, go for it.  You will need the summary row also to have an expanded section.  I cannot see that in your current design. I'll assume that you've based this application on the asset object and therefore the asset number will be automatically set, provided the field is defined in that manner.

    Defaulted fields

    For all defaulted fields, where do you expect to get the data?  Is it set at the database level, through the UI, or via an automation script?

    I these fields are to come from a work order, then which work order because an asset can be linked to multiple work orders.  Let me assume that you select the work order.  This means that the GL account, project code, project cost, and description are in fact from that work order and can be displayed using a relationship.

    Additional fields not yet mentioned

    Status

    I'm going to assume that you intended that this is the status field of the asset and therefore...wait a minute, you have it shown as read-only, please confirm as my answer will differ.  If asset, then why read-only unless you never intend to change it from this application, or if work order, then just display it using a relationship.

    Classification

    Very similar question to the status.

    Owner

    Very similar question to the status.



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

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



  • 5.  RE: How to automatically populate asset with work orders?

    Posted 12 days ago

    Hello Craig,

    Thank you for the update.  Here are the answers to your questions:

    Create an asset

    I'm going to assume that this application will be a Single Page App.  I see in the supplied picture that it fits that style rather than a Power App.  Is that correct?  It is unusual, but okay, go for it.  You will need the summary row also to have an expanded section.  I cannot see that in your current design. I'll assume that you've based this application on the asset object and therefore the asset number will be automatically set, provided the field is defined in that manner.

    • Actually, when I started designing the app in application designer, I did use Power app.  When you say Summary Row, is that this field:  

    Defaulted fields

    For all defaulted fields, where do you expect to get the data?  Is it set at the database level, through the UI, or via an automation script? -This will be from the database level as I don't believe that the UI can provide that information.

    I these fields are to come from a work order, then which work order because an asset can be linked to multiple work orders.  Let me assume that you select the work order.  This means that the GL account, project code, project cost, and description are in fact from that work order and can be displayed using a relationship.

    Additional fields not yet mentioned

    Status

    I'm going to assume that you intended that this is the status field of the asset and therefore...wait a minute, you have it shown as read-only, please confirm as my answer will differ.  If asset, then why read-only unless you never intend to change it from this application, or if work order, then just display it using a relationship. - Yes i intend to show the status of the asset in this field,  if it is a work order, then what relationship should I be looking at?

    Classification

    Very similar question to the status.

    Owner

    Very similar question to the status.



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    GB
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  • 6.  RE: How to automatically populate asset with work orders?

    Posted 10 days ago

    Hello Craig and Sun Kim,

    I should have been more better at clarifying my intentions.  For the asset applications,  my main intention is to Develop an asset application where a user can see work orders to assets including the GL accounts(project, cost categories),  so that when a new asset is added, the other fields are populated.  

    The second task is 

    Develop a start center or application in Maximo 7.6 Dev that has the following metrics (Work Order completion by employee, users must be able to select an employee and show the work order completion by month - should be a calculation that shows works)


     



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    GB
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  • 7.  RE: How to automatically populate asset with work orders?

    Posted 10 days ago

    The functionality is already 99% there with Maximo assets out of the box. I'd suggest you clone Assets if you don't want to enhance the existing Assets module.

    For your second task, you should create a new post.



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    sun kim
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  • 8.  RE: How to automatically populate asset with work orders?

    Posted 10 days ago

    Hi GB

    In regards to the start center, you could look at using a result set like I have below.  The underlying query could restrict the date range, but please note that it only shows count by employee, not by month.  

    You may be after a report as you mentioned that "users must be able to select an employee" in other words, the EMPLOYEE must be a parameter, and "show the work order completion by month", you need a dimension of a date (WORKORDER.ACTUALFINISH???).  How far out do the timeline stretch out?

    The following is an ad-hoc report that I created based on the above data via the saved query.

    It has the capability to all the user to filter by employee

    But the QBR, does not do graphs.  For that you would have to export the design, import to BIRT, add the graphs, and re-import to Maximo.



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

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



  • 9.  RE: How to automatically populate asset with work orders?

    Posted 11 days ago
    Edited by sun kim 11 days ago

    May I suggest, you just create a tab in Assets instead or expand the current Work Tab?



    There is a work tab already as well. You could potentially look into expanding the child table in the modal to bring in more fields that you want to include. Seems a lot easier add fields to an existing function than create an entirely new app.

    There's a relationship in ASSET called ALLWO (and an index on ASSETNUM) and WORKORDER should have an index for WONUM and WORKORDERID already. It won't affect retrieval performance at all other than adding a few more fields if what you need is in the workorder table only.



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    sun kim
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  • 10.  RE: How to automatically populate asset with work orders?

    Posted 11 days ago

    Thank you fore the suggestion but this is a new application that I was requested to make,  to learn the application designer tool.   



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    GB
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  • 11.  RE: How to automatically populate asset with work orders?

    Posted 9 days ago

    For the Start Center, there's a third party add-on solution that does more than the Start Center can do out of the box.

    They are a good group, nice people. Kurve has a start center add-on. 
    https://www.kurvesolutions.com/maximo/products-services



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    sun kim
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