Maximo Open Forum

We are new to Maximo and are looking for a screen or report that will show us the purchase order history for an item in Maximo.

The issue we have run into is that when we purchase an item and mark it as issue on receipt, there does not seem to be any screen or report, other than the individual PO line or the receipt screen, where we can see that we purchased and received that item. Ideally what we are looking is a screen or a report that would show each time the item was purchased with the relevant purchase and receipt information, such as quantity, cost, vendor, where received to, date received, etc. 

If there is such a screen or report in Maximo, would you please let us know where we can find it. Our Maximo version is 7.6.1.2.

Any help would be greatly appreciated.

Thanks, Jim

Hey Jim,

You are directly receiving the item ordered.  Are you charging those direct POs to a work order? If you are charging directly to the asset or location, you will see those charges in those applications. If ordered against a workorder, you will see the charges on the actuals tab, then on the materials or services subtab. The best practice is to charge any direct issue to the work order to see the receipts.  If you charged only to a GL account, you will only see the charges against a custom report built for that GL account. Hope this helps!

Thanks

Gina

We are new to Maximo and are looking for a screen or report that will show us the purchase order history for an item in Maximo.

The issue we have run into is that when we purchase an item and mark it as issue on receipt, there does not seem to be any screen or report, other than the individual PO line or the receipt screen, where we can see that we purchased and received that item. Ideally what we are looking is a screen or a report that would show each time the item was purchased with the relevant purchase and receipt information, such as quantity, cost, vendor, where received to, date received, etc. 

If there is such a screen or report in Maximo, would you please let us know where we can find it. Our Maximo version is 7.6.1.2.

Any help would be greatly appreciated.

Thanks, Jim

We are new to Maximo and are looking for a screen or report that will show us the purchase order history for an item in Maximo.

The issue we have run into is that when we purchase an item and mark it as issue on receipt, there does not seem to be any screen or report, other than the individual PO line or the receipt screen, where we can see that we purchased and received that item. Ideally what we are looking is a screen or a report that would show each time the item was purchased with the relevant purchase and receipt information, such as quantity, cost, vendor, where received to, date received, etc. 

If there is such a screen or report in Maximo, would you please let us know where we can find it. Our Maximo version is 7.6.1.2.

Any help would be greatly appreciated.

Thanks, Jim

Hi Jim,

I'm not sure that the answer has been supplied.

Whenever you place an order for an item, regardless of how its charged, you can select the Detail Menu from the Item field and hyperlink over to the Inventory application (provided you are selecting from a store or the item is present in a store), where there is a menu option "View Inventory Transactions".  This provides info on Receipts & Transfers, Issues and Returns, and Adjustments.

Then also in the Inventory application, there are the following reports:

• Inventory Transactions List
• Issue and Returns Transaction
• Receipt and Transfer Transaction

To make life easier you could incorporate the dialogue from the View Inventory Transaction to be a tab instead.

If, instead, you hyperlink over to the Item Master application there is this report:

• Item Order Status

That gives you ideas for the items in a store, but not if direct issued.  My suggestion here is to add to the Item application a new tab/table that links to the MATRECTRANS table using the existing relationship.  You at least can then display all the receipts.

Ultimately, you can still write a report that meets your needs.

I hope that this provides you with a greater understanding, it has made me reflect on the way Maximo is designed.

We are new to Maximo and are looking for a screen or report that will show us the purchase order history for an item in Maximo.

The issue we have run into is that when we purchase an item and mark it as issue on receipt, there does not seem to be any screen or report, other than the individual PO line or the receipt screen, where we can see that we purchased and received that item. Ideally what we are looking is a screen or a report that would show each time the item was purchased with the relevant purchase and receipt information, such as quantity, cost, vendor, where received to, date received, etc. 

If there is such a screen or report in Maximo, would you please let us know where we can find it. Our Maximo version is 7.6.1.2.

Any help would be greatly appreciated.

Thanks, Jim

We are new to Maximo and are looking for a screen or report that will show us the purchase order history for an item in Maximo.

The issue we have run into is that when we purchase an item and mark it as issue on receipt, there does not seem to be any screen or report, other than the individual PO line or the receipt screen, where we can see that we purchased and received that item. Ideally what we are looking is a screen or a report that would show each time the item was purchased with the relevant purchase and receipt information, such as quantity, cost, vendor, where received to, date received, etc. 

If there is such a screen or report in Maximo, would you please let us know where we can find it. Our Maximo version is 7.6.1.2.

Any help would be greatly appreciated.

Thanks, Jim

#Procurement

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Jim Dutton
Battle Lumber Company
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Hi Jim,

I added a Tab to the item master, I then created a relationship to ITEM Child POLINE Name POLINELIMIT  Where clause itemnum =:itemnum and itemsetid =:itemsetid and rownum<=50 and add_months(sysdate,12*5)

I used the application designer, added the tab and added a table whose relationship is POLINELIMIT

Table properties

label: Purchase Orders

Input Mode: Readonly

Order by" enterdate desc

Data Source ID: polines_poline_table

Relationship: POLINELIMIT

the list is limited to 5 years 

ahh and the list is downloadable.

Hope this helps

------------------------------
Wes Williams
Northrop Grumman

Original Message:
Sent: 08-14-2023 15:17
From: Jim Dutton
Subject: Item Purchase Order History Screen or Report

We are new to Maximo and are looking for a screen or report that will show us the purchase order history for an item in Maximo.

The issue we have run into is that when we purchase an item and mark it as issue on receipt, there does not seem to be any screen or report, other than the individual PO line or the receipt screen, where we can see that we purchased and received that item. Ideally what we are looking is a screen or a report that would show each time the item was purchased with the relevant purchase and receipt information, such as quantity, cost, vendor, where received to, date received, etc. 

If there is such a screen or report in Maximo, would you please let us know where we can find it. Our Maximo version is 7.6.1.2.

Any help would be greatly appreciated.

Thanks, Jim

#Procurement

------------------------------
Jim Dutton
Battle Lumber Company
------------------------------