Maximo Open Forum

 View Only
Expand all | Collapse all

Inventory - Receiving - Inspections

  • 1.  Inventory - Receiving - Inspections

    Posted 05-01-2023 16:46

    Hi,

    Is there anyway y'all could chnage the status of Receipts to 'COMP' from 'WINSP' after completing an inspection Form via "Conduct Inspection"  (Receipts Application) without  coming back to Maximo and click ''Change Inspection Status"

    Thank You.


    #WorkCenters

    ------------------------------
    Kalpana K
    Southern Company
    ------------------------------


  • 2.  RE: Inventory - Receiving - Inspections

    Posted 05-01-2023 18:25

    Hey Kalpana!
    At this point in time there is not a connection between the receiving application and the Inspection role based application.  That would be a great idea to put on IBM's idea page!
    I have not figured out a way to connect these two things...yet.  :)
    Thanks
    Gina



    ------------------------------
    Gina Leonard
    Aquitas Solutions
    ------------------------------



  • 3.  RE: Inventory - Receiving - Inspections

    Posted 05-02-2023 11:25

    Thank You Gina. Could you please provide link to IBM's idea page, that would be helpful.



    ------------------------------
    Kalpana K
    Southern Company
    ------------------------------



  • 4.  RE: Inventory - Receiving - Inspections

    Posted 05-02-2023 12:11

    Absolutely!  Follow this support link and login with your IBM id.
    https://www.ibm.com/support/pages/welcome-ibm-ideas-portal
    Search for Maximo Application Suite and any sub-group, for example, transportation, and you can submit ideas for core or any industry solutions.
    When you submit the idea, be sure to come back and post it here. It needs votes from end users to get pushed forward.
    This community is very supportive for idea voting!
    Good luck!
    Gina





    ------------------------------
    Gina Leonard
    Aquitas Solutions
    ------------------------------



  • 5.  RE: Inventory - Receiving - Inspections

    Posted 05-03-2023 09:59

    Thank You Gina, have createdMAS-I-926, have a question, is that page only specific for MAS8, when I am trying to select the Product,
    all I see is MAS under Product to choose, there is no option for 7.6 version.
    Is this how I  should be posting it here form the page?



    ------------------------------
    Kalpana K
    Southern Company
    ------------------------------



  • 6.  RE: Inventory - Receiving - Inspections

    Posted 05-03-2023 11:32

    Posting under MAS is correct. This is because we are not enhancing 7.6.X at this point so any new features we develop will only be available in MAS. This is something I know we've talked about internally but it's good to get that idea posted for people to vote. 



    ------------------------------
    Steven Shull
    IBM
    ------------------------------



  • 7.  RE: Inventory - Receiving - Inspections

    Posted 05-03-2023 19:01

    Thank You Steven for the inputs!



    ------------------------------
    Kalpana K
    Southern Company
    ------------------------------



  • 8.  RE: Inventory - Receiving - Inspections

    Posted 08-08-2023 13:34

    Hey KK!!  Could potentially do this through an Automation Script.  We're doing something similar with another client.  We use a clone of WO to track the inspection activities, when the Inspection WO gets set to COMP, we trigger the Change Inspection Status via Automation Script to update the inspection status and bin the material that has passed inspection. 



    ------------------------------
    Sean Clark-McCarthy
    Bentley Systems
    ------------------------------



  • 9.  RE: Inventory - Receiving - Inspections

    Posted 08-10-2023 09:02
    Edited by Kalpana K 08-10-2023 09:09

    Hi Sean,

    Good Morning,

    Thank You for the inputs you have provided, have one question, so when the workorder is completed (COMP) status, are y'all triggering it to status of WINSP via Automation Script, (assuming)  ,if the Materials in the "Actuals" tab have been received via reordering .Also, will the status be changed to "Inspection completed", at the point of when the Materials in the "Actuals" tab have been inspected by completing the inspection .  Trying to understand "what bin the material passed Inspection?



    ------------------------------
    Kalpana K
    ------------------------------



  • 10.  RE: Inventory - Receiving - Inspections
    Best Answer

    Posted 08-10-2023 11:54

    Here are some additional details.  Hope this helps. 

    • Received Material in the Receiving application, the Item or respective PO Line is flagged as Inspection Required. The Maximo receipt automatically goes to WINSP and the receipt is held in the HOLDING location defined for the site.  This is all OOB Maximo to this point.
    • On the Receipt, we added a new field to associate with the Receipt Inspection WO.  When a Receipt is created with a WINSP status, we require a Receipt Inspection WO to be associated.  Receipt Inspection WO's are created automatically upon PO approval for the PO / PO Lines that require inspection.  This allows for the quality group to plan the inspection before material is actually received.
    • On the Receipt Inspection WO, we show the related Material Receipts, and allow quality to record the quantities passing / failing inspection.
    • Once the related Receipt Inspection WO status is completed, this is the indicator to the warehouse that inspection is complete, they can then use the "Change Inspection Status" in the Receiving application to accept / reject appropriate quantities based on the inspection.  This action auto-creates the transfer transactions to move accepted material from holding to the indicated bin on the original receipt record; any failed quantities are then tied to a Return transaction to return the failed materials to the vendor (this is also OOB functionality).
    • Our original design had an automation script that would auto "COMP" the related receipts when the Receipt Inspection WO status updated to COMP; however, we're dropping that feature as it performs the "putaway" in Maximo to increase balances without the warehouse performing the action.  So the item may be sitting in their "ready to be binned" physical location, while the system says it's already been done.  This was a big separation of duties concern. 

    Hope this helps!! 



    ------------------------------
    Sean Clark-McCarthy
    Cohesive - Denver, CO
    ------------------------------



  • 11.  RE: Inventory - Receiving - Inspections

    Posted 08-10-2023 13:48
    Edited by Kalpana K 08-10-2023 14:07

    Thank You so much Sean for explaining in detail and going over the functionality with all details .  It was very helpful.

    • How the Inspection Wo is tied at Receiving/Receipts level for the Pr's/Po's whcih need inspection.
    • Out of Box "Change of Inspection Status" ability was provided to Warehouse based on Inspection performed  for the Inspection Workorder at Workorder level whether or not the quantities received passed Inspection or not  and then tied back to receipts via status change of Inspection Wo(COMP) .
    • Instead of allowing the system to complete the status of Receipts to "COMPLETE" from "WINSP" automatically, the warehouse is changing it manually, for the receipts which are accepted/Inspection passed ones to be trannsferrred/binned  from "Holding" to corresponding bins and Return the lines/Receipts which have been rejected/failed inspections based on quantities etc.

    Please add if I have misunderstood anything which you have explained above.

    Thank You.



    ------------------------------
    Kalpana K
    ------------------------------