Maximo Open Forum

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  • 1.  Standard Services

    Posted 2 days ago

    Standar Service is not showing up on the poline drop down wehn creating a PO. 

    Maximo version 7.6.1

    We have set up a standard service per IBM instructions (and reviewed several other articles) and do not see any critical omission in the set up. 

    No Standard services are available when adding a Standard Service to a PO Line.

    Looking for any ideas or suggestions to resolve the issue - Thanks!


    #Administration
    #EverythingMaximo
    #Inventory
    #Procurement

    ------------------------------
    Jeffery Murray
    JJWWS
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  • 2.  RE: Standard Services

    Posted 2 days ago

    Hi Jeffery:  I would check in the Domains application to see if someone has put in a data restriction.



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    Shannon Rotz
    InComm Solutions Inc.
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  • 3.  RE: Standard Services

    Posted yesterday

    Hi Shannon,

    As far as I know we don't have a domain that affects the Service Items. Do you have any specific ones that should be checked?



    ------------------------------
    Jeffery Murray
    JJWWS
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  • 4.  RE: Standard Services

    Posted 20 hours ago

    Hi Jeffrey:  I think I misunderstood your problem. When you create a PR line, you do have the option of picking Standard Service as the Line Type, correct?  If so, I was off base.

    Although looking at your reply to Craig, it's likely that Travis has the solution.

    The only other possibility I can think of is that someone has adjusted the item lookup to exclude service items.  You could check that by looking at the Item field in App Designer to see if it's non-standard, or downloading the Lookups.xml to see if someone has added a Where Clause.



    ------------------------------
    Shannon Rotz
    InComm Solutions Inc.
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  • 5.  RE: Standard Services

    Posted 2 days ago

    Hi Jeffery,

    It seems that the most important thing has been missed.

    A Service Item is like an Item; it just can't exist within a store.  Therefore, you need to check that the status = ACTIVE at the ORG level.  Please select the following menu.

    If the status for your organization is not active, please select the Change Status icon (circled)

    Why do I have to change the status when the service is already active?

    When the organization was set up, you had the option to set the default item status.

    However, when you change the status from the Service Item, you will see an option to roll the change down to the organization.  If you forget to select this, then the ORG level status is not changed.

    Well, the service item, just an item, is at the SET level; however, the work order is not.  So, it's like authorising the use of the service item to an organization.  This is the same behaviour for an item, it's just that it also has a third level when you add the item to the inventory, which is at the SITE level.

    How can I ensure that this important step is not missed?

    The simplest approach is to the change the default status to ACTIVE, but this is not good as you are automatically assuming that the service item is valid for all organizations.  This approach will depend on your organization's appetite for this assumption.

    A good practice is that when you have changed the service item's status, is to then check the ORG level status.

    Please let us know what you find.



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

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



  • 6.  RE: Standard Services

    Posted yesterday

    Hello Craig,

    Thank you for the detailed description. We did check that early on. We have three Orgs for this instance of Maximo and the service item for all three has been set to Active. I checked it again to be sure and confirmed they are active.



    ------------------------------
    Jeffery Murray
    JJWWS
    ------------------------------



  • 7.  RE: Standard Services

    Posted 23 hours ago

    First, let me make sure I understand the problem:
    1. User creates a new PO record.

    2. On the PO Lines tab, User clicks the New Row button, and selects Standard Service for the Line Type.

    3. User clicks the lookup arrows, chooses Select Value, and in the resulting search dialog, there are no records to choose from --- even though you know there are Service Item records that have been created, and are active.

    If that is correct, here are some more things I'd recommend as troubleshooting steps:

    1. Can you replicate this on a test environment -- hopefully one that is close to "out-of-the-box"/not configured & customized to your organization
    2. Does this same behavior happen when you create a PR? An MR?
    3. Does this same behavior happen to all users? Try sampling users from a variety of Security Groups/access levels
    4. Check the ITEMSET that your Service Item belongs to, and make sure your User has access to that ItemSet.
    5. Check Security Group settings -- see if the User has a Data Restriction --> Object Restriction that prevents using the SERVICEITEMS object
    6. ("reaching" here) Perhaps there was a customization that makes it so the Service Item has to have the Vendor already listed?  In other words, for example, go to Service Items, pull up a record, make sure some vendor is listed in the Vendors table; then go make your PO to that Vendor, and see if you can add the Service Item to the PO Line.
    7. Try recreating the issue with Admin Mode on, so that scripts are disabled.

    Hopefully something here helps!



    ------------------------------
    Travis Herron
    Pensacola Christian College
    ------------------------------



  • 8.  RE: Standard Services

    Posted 22 hours ago

    Hi Travis,

    You are correct in your use case description. We are able to replicate this in our test and dev environments. The list of trouble shooting items is helpful and I will test each one. It may take a bit of time but will also let you (and the community) know the results. Your input is very much appreciated!



    ------------------------------
    Jeffery Murray
    CBRE/GDS
    ------------------------------



  • 9.  RE: Standard Services

    Posted 15 hours ago

    Hi Jeffery,

    To confirm:

    • The service item is ACTIVE
    • The service item's service item/organization option says that all organizations are ACTIVE
    • That you can select the Line Type = Standard Service option when you have added a new PO Line.

    Travis' checklist is good.

    Q: What if/any service items do you see when you use the lookup on the Item field?  If you see any, can you duplicate that one in the Service Items application, ensuring that it's active, then check if you can select on the PO Line.

    Q: Have you turned on the log to see what goes on when you a) set the Standard Service as the Line Type, and b) when you use the lookup on the Item

    Q: What message do you get if you Go To the Service Item application from the Item field in the PO and use the Return With option?

    Q: Can you please check the behaviour in the work order?

    Q: Can you please check if the class in DB config for the POLINE.ITEMNUM is still standard

    Q: Can you please check the Attribute restriction in Data Restriction --> Attribute Restrictions for the POLINE object

    Q: In Application Designer, for the PO application, can you please check the configuration of the ITEMNUM has a lookup=ITEM and menutype=ITEM, and if there are any conditional UI properties defined.

    Providing the user has access to the SITE that the ITEMSET has been assigned to, and that the bullet points above are correct, there should be no problem.

    Good luck.



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

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