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  • 1.  Modify filter in View Inventory Transactions

    Posted 4 days ago

    Hi,

    Is there a way to modify the filter in the "To Location" column (the last column) from "View Inventory Transactions" and "Receipts & Transfers" tab? Currently, the list shows multiple storerooms for the item in that column, but we would like it to show only transactions for the current storeroom. So far, my searches on this forum or Googling have not yielded any results.

    I've looked in the LIBRARY.xml file and found where the "To Location" column is (see screenshot below), but I'm still not sure where to modify the filter for that column to show only the current storeroom. Any help or guidance would be much appreciated. 

    Thanks!

    Brenda


    #Administration
    #Customizations
    #Inventory
    #MaximoApplicationSuite

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    Brenda Ngo
    Canadian Coast Guard
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  • 2.  RE: Modify filter in View Inventory Transactions

    Posted 4 days ago

    I'm not sure I understand the request. The inventory transactions are everything inbound or outbound from the storeroom so for every transaction, the storeroom you're on should be listed as either the FROM or the TO location. If your storeroom is CENTRAL for example and you receive a PO, the TOSTORELOC will be CENTRAL. If you transfer items from CENTRAL to GARAGE, the FROMSTORELOC will be CENTRAL and the TOSTORELOC will be GARAGE. You want to be able to see these transactions because they all impact your balance. 



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    Steven Shull
    Naviam
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    Original Message


  • 3.  RE: Modify filter in View Inventory Transactions

    Posted 3 days ago

    Hi Steven,

    Thank you for your reply! What you say makes sense. I guess I'm just trying to figure out why a transaction would have a blank value in the FROMSTORELOC and then have a different storeroom (not the storeroom I'm currently on) in TOSTORELOC. Using the example below, if I am currently looking at an item that is in the XSTJMAS storeroom, why does it show the LASMQBM storerooms in TOSTORELOC and a blank value in FROMSTORELOC? It would make sense to show this transaction if XSTJMAS showed up in FROMSTORELOC, but these transactions seem to indicate that the items were received straight into LASMQBM. If this is not an issue with the filter, then what could possibly cause the transactions with a blank FROMSTORELOC to show up in this list?

    Thanks!

    Brenda



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    Brenda Ngo
    Canadian Coast Guard
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    Original Message


  • 4.  RE: Modify filter in View Inventory Transactions

    Posted 2 days ago
    Edited by Travis Herron 2 days ago

    You'd have to also look at the MATRECTRANS.ISSUETYPE field for the transaction.  Several Types would have NULLs for the FROMSTORELOC, such as INVOICE, RECEIPT, RETURN, VOIDRECEIPT, etc.  Other transaction types, such as TRANSFER, KITBREAK, or KITMAKE, would have a value for both columns.

    Or in other words, if the transaction involves an external vendor/supplier, the FROMSTORELOC will probably be blank.



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    Travis Herron
    Pensacola Christian College
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    Original Message


  • 5.  RE: Modify filter in View Inventory Transactions

    Posted 2 days ago

    By any chance, are these items rotating? Looking at the MATRECTRANS relationship for INVENTORY, the out of the box relationship (in 9.1) is this: 

    itemnum=:itemnum and itemsetid=:itemsetid and ((issuetype in (select value from synonymdomain where domainid ='ISSUETYP' and maxvalue in ('TRANSFER')) and tostoreloc = :location and siteid=:siteid and fromstoreloc is not null) or (issuetype not in ( select value from synonymdomain where domainid='ISSUETYP' and maxvalue ='TRANSFER') and tostoreloc = :location and siteid=:siteid) or (fromstoreloc=:location and fromsiteid=:siteid) or (issuetype in (select value from synonymdomain where domainid='ISSUETYP' and maxvalue='TRANSFER') and rotassetnum is not null and tostoreloc is not null and siteid=:siteid and fromstoreloc is null))


    Up until the last portion, that looks accurate. However, the last section is this:

    (issuetype in (select value from synonymdomain where domainid='ISSUETYP' and maxvalue='TRANSFER') and rotassetnum is not null and tostoreloc is not null and siteid=:siteid and fromstoreloc is null)

    If a rotating item is transferred within the site, it would show up for every storeroom provided that the original location is not a storeroom. For example, if you had asset 1001 that was in operating location ABC and transferred it to storeroom LASMQBM and the storeroom LASMQBM is in the same site as XSTJMAS, it would show up in that scenario. This seems like an IBM bug to me. It should check the tostoreloc is for the current storeroom in my opinion.  



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    Steven Shull
    Naviam
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    Original Message