Maximo Open Forum

We're using Maximo 7.6.2. We're using PM's to reserve items. When items are issued to the PM/WO, unless the status of the WO is changed to complete the item remains reserved. 

Has anyone else had this and other than changing the status of the work order, once the items are issued to the work order, have you been able to get the reservations to update without changing status of the work order?

In our case, procurement/inventory issues the items to the work order. But until the status of the work order is changed to complete the item is still reserved for that work order. 

Any help you can give would be appreciated.

Gina

#Procurement

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Gina Ordaz
Idaho Milk Products
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Did you check your org setting? I think the default is to clear reservation on work order close

You want the 'To Complete' radio button to be selected

Go to

in Organizations

A useful reference can be found at https://www.projetech.com/maximo-blog/organization-options-work-orders

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Christopher Winston
Projetech Inc.
IBM Champion 2024
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Original Message:
Sent: 04-08-2024 15:19
From: Gina Ordaz
Subject: Reserved Items

We're using Maximo 7.6.2. We're using PM's to reserve items. When items are issued to the PM/WO, unless the status of the WO is changed to complete the item remains reserved. 

Has anyone else had this and other than changing the status of the work order, once the items are issued to the work order, have you been able to get the reservations to update without changing status of the work order?

In our case, procurement/inventory issues the items to the work order. But until the status of the work order is changed to complete the item is still reserved for that work order. 

Any help you can give would be appreciated.

Gina

#Procurement

------------------------------
Gina Ordaz
Idaho Milk Products
------------------------------

We're using Maximo 7.6.2. We're using PM's to reserve items. When items are issued to the PM/WO, unless the status of the WO is changed to complete the item remains reserved. 

Has anyone else had this and other than changing the status of the work order, once the items are issued to the work order, have you been able to get the reservations to update without changing status of the work order?

In our case, procurement/inventory issues the items to the work order. But until the status of the work order is changed to complete the item is still reserved for that work order. 

Any help you can give would be appreciated.

Gina

As Christopher has pointed out, definitely check the Org setting.  It sounds like you already have that set to "On Complete."  Other than that, AFAIK, a reservation should end when the Item is issued in the correct (the reserved) Quantity from the correct Storeroom.  So it kinda sounds like maybe there's something astray in the process -- most likely issuing it from a different Storeroom.

I'd look into this: when Procurement/Inventory makes the issue transaction, how are they doing it?  Which UI screen (Work Order Tracking --> Actual Materials, Issues & Transfers, Inventory --> Issue Current Item, Inventory Usage record)?  Which buttons are they using (New Row, Select Reserved Items, etc.)?

Are you seeing this problem on every Reservation, or just some?  If just some, you'd have to find the common pattern.  Look closely at the Storeroom, Quantity, Conversion factor, logged-in user, Itemnum, and what "billing info" was used -- assetnum, location, gl account, wonum.

We're using Maximo 7.6.2. We're using PM's to reserve items. When items are issued to the PM/WO, unless the status of the WO is changed to complete the item remains reserved. 

Has anyone else had this and other than changing the status of the work order, once the items are issued to the work order, have you been able to get the reservations to update without changing status of the work order?

In our case, procurement/inventory issues the items to the work order. But until the status of the work order is changed to complete the item is still reserved for that work order. 

Any help you can give would be appreciated.

Gina

As Christopher has pointed out, definitely check the Org setting.  It sounds like you already have that set to "On Complete."  Other than that, AFAIK, a reservation should end when the Item is issued in the correct (the reserved) Quantity from the correct Storeroom.  So it kinda sounds like maybe there's something astray in the process -- most likely issuing it from a different Storeroom.

I'd look into this: when Procurement/Inventory makes the issue transaction, how are they doing it?  Which UI screen (Work Order Tracking --> Actual Materials, Issues & Transfers, Inventory --> Issue Current Item, Inventory Usage record)?  Which buttons are they using (New Row, Select Reserved Items, etc.)?

Are you seeing this problem on every Reservation, or just some?  If just some, you'd have to find the common pattern.  Look closely at the Storeroom, Quantity, Conversion factor, logged-in user, Itemnum, and what "billing info" was used -- assetnum, location, gl account, wonum.

We're using Maximo 7.6.2. We're using PM's to reserve items. When items are issued to the PM/WO, unless the status of the WO is changed to complete the item remains reserved. 

Has anyone else had this and other than changing the status of the work order, once the items are issued to the work order, have you been able to get the reservations to update without changing status of the work order?

In our case, procurement/inventory issues the items to the work order. But until the status of the work order is changed to complete the item is still reserved for that work order. 

Any help you can give would be appreciated.

Gina

Interesting; I don't think I've ever done it that way, so I'm intrigued to see what you find.  Just trying to take a look at it, doing it that way, the Inventory application calls the Issue Current Item dialog box, which is built on a Relationship called ISSUECURRENTITEM.  The ISSUECURRENTITEM non-persistent table, judging by the fields/attributes it includes (that is, I'm not looking at JavaDocs), doesn't have anything that makes me think it is looking at or considering Reservations.  Other ways that we typically issue parts, such as Issues & Transfers or on Work Order Actuals, use a relationship to the MATUSETRANS table, which does have a Reservedqty field.

So I suspect issuing it from an Inventory record isn't considering Reservations at all, and that's why you're getting the result you're getting.  But I could be wrong, never tried it in real life.

As Christopher has pointed out, definitely check the Org setting.  It sounds like you already have that set to "On Complete."  Other than that, AFAIK, a reservation should end when the Item is issued in the correct (the reserved) Quantity from the correct Storeroom.  So it kinda sounds like maybe there's something astray in the process -- most likely issuing it from a different Storeroom.

I'd look into this: when Procurement/Inventory makes the issue transaction, how are they doing it?  Which UI screen (Work Order Tracking --> Actual Materials, Issues & Transfers, Inventory --> Issue Current Item, Inventory Usage record)?  Which buttons are they using (New Row, Select Reserved Items, etc.)?

Are you seeing this problem on every Reservation, or just some?  If just some, you'd have to find the common pattern.  Look closely at the Storeroom, Quantity, Conversion factor, logged-in user, Itemnum, and what "billing info" was used -- assetnum, location, gl account, wonum.

We're using Maximo 7.6.2. We're using PM's to reserve items. When items are issued to the PM/WO, unless the status of the WO is changed to complete the item remains reserved. 

Has anyone else had this and other than changing the status of the work order, once the items are issued to the work order, have you been able to get the reservations to update without changing status of the work order?

In our case, procurement/inventory issues the items to the work order. But until the status of the work order is changed to complete the item is still reserved for that work order. 

Any help you can give would be appreciated.

Gina

We're using Maximo 7.6.2. We're using PM's to reserve items. When items are issued to the PM/WO, unless the status of the WO is changed to complete the item remains reserved. 

Has anyone else had this and other than changing the status of the work order, once the items are issued to the work order, have you been able to get the reservations to update without changing status of the work order?

In our case, procurement/inventory issues the items to the work order. But until the status of the work order is changed to complete the item is still reserved for that work order. 

Any help you can give would be appreciated.

Gina

Hi Gina,

I went OMG when I saw the process being used.  I'd like to layout the intended applications that can be used to issue a reserved item.

1. Inventory Usage.  This is the prime application designed for in the Storeroom to issue, transfer, stage items.
2. Manage Inventory.  This is the new version of the Inventory Usage application using the new generation of screens.  This is also designed for the storeroom, but if used on a tablet, in effect it's also mobile (connected solution only) where the barcode|QR scanner can be used.
3. Issues and Transfers.  This is the old version of Inventory Usage, but does not have the staging function.  This is also designed for the storeroom.
4. Work Order Tracking or Quick Reporting.  This is the prime applications used by maintenance personnel.
5. Maximo Mobile.  We'll this is the mobile option that can use the barcode|QR scanner to get the item.  Can be used by maintenance or storeroom.

In most cases, there is a Select Reserved Items button expect for Manage Inventory (where it's an actual tab in that application) where you select the reserved item for issuing.  If anyone, instead chooses and item without using that button, well, Maximo doesn't know that you are really issue one off the reservation.... because you haven't selected one of the reservation list.

We're using Maximo 7.6.2. We're using PM's to reserve items. When items are issued to the PM/WO, unless the status of the WO is changed to complete the item remains reserved. 

Has anyone else had this and other than changing the status of the work order, once the items are issued to the work order, have you been able to get the reservations to update without changing status of the work order?

In our case, procurement/inventory issues the items to the work order. But until the status of the work order is changed to complete the item is still reserved for that work order. 

Any help you can give would be appreciated.

Gina