Thank You so much Sean for explaining in detail and going over the functionality with all details . It was very helpful.
Please add if I have misunderstood anything which you have explained above.
Thank You.
Original Message:
Sent: 08-10-2023 11:54
From: Sean Clark-McCarthy
Subject: Inventory - Receiving - Inspections
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!!
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Sean Clark-McCarthy
Cohesive - Denver, CO
Original Message:
Sent: 08-10-2023 09:01
From: Kalpana K
Subject: Inventory - Receiving - Inspections
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? "
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Kalpana K
Original Message:
Sent: 08-08-2023 13:34
From: Sean Clark-McCarthy
Subject: Inventory - Receiving - Inspections
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.
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Sean Clark-McCarthy
Bentley Systems
Original Message:
Sent: 05-01-2023 16:45
From: Kalpana K
Subject: Inventory - Receiving - Inspections
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
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Kalpana K
Southern Company
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