This is an archive of the Maximo Yahoo Community. The content of this pages may be a sometimes obsolete so please check post dates.
Thanks to the community owner Christopher Wanko for providing the content.
Joe,
You can do just an invoice, not referencing a PO, and put the Wonum in the invoice line. Once the invoice status changes to Approved Maximo makes an entry in servrectrans for the standard service item and because you referenced the Wonum on the invoice line you will see it in the Actuals tab.
Sarah
Thanks understood.
But that is still outside the desired. This is just a group of W/O folks that need it simple as possible.
Joe,
There are only two ways out of the box to get standard services to show on work orders.
1. Service receipts against a PO
2. Approved invoice lines.
You could create a custom New Button on Work Order Actuals and add to servrectrans from that button but this will be somewhat challenging.
Sorry there isn't another way I can think of!
Sarah
> On May 6, 2014, at 7:57 AM, "joewfullington@yahoo.com" <joewfullington@yahoo.com> wrote:
>
>
> Thanks understood.
> But that is still outside the desired. This is just a group of W/O folks that need it simple as possible.
>
>
> From: Sarah Stewart <sarahlockestewart@gmail.com>;
> To: MAXIMO@yahoogroups.com <MAXIMO@yahoogroups.com>;
> Subject: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
> Sent: Tue, May 6, 2014 11:29:53 AM
>
>
> Joe,
>
> You can do just an invoice, not referencing a PO, and put the Wonum in the invoice line. Once the invoice status changes to Approved Maximo makes an entry in servrectrans for the standard service item and because you referenced the Wonum on the invoice line you will see it in the Actuals tab.
>
> Sarah
>
>
Thanks. I have been trying this process on the item side but there too run into issues because of being a Non stock item.
You can try this:
1. Add the service to the Item Master (normally I’m not in favour of that, but if you’re not using POs and invoices you may have no choice).
2. On the Work Order, go to the Actuals tab, Materials sub-tab and click New Row.
3. Add the Item #, etc.
Shannon Rotz
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of joewfullington@yahoo.com
Sent: May-06-14 10:47 AM
To: MAXIMO@yahoogroups.com
Subject: Re: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
Thanks. I have been trying this process on the item side but there too run into issues because of being a Non stock item.
_____
From: Sarah Stewart <sarahlockestewart@gmail.com>;
To: MAXIMO@yahoogroups.com <MAXIMO@yahoogroups.com>;
Subject: Re: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
Sent: Tue, May 6, 2014 1:59:41 PM
Joe,
There are only two ways out of the box to get standard services to show on work orders.
1. Service receipts against a PO
2. Approved invoice lines.
You could create a custom New Button on Work Order Actuals and add to servrectrans from that button but this will be somewhat challenging.
Sorry there isn't another way I can think of!
Sarah
On May 6, 2014, at 7:57 AM, "joewfullington@yahoo.com" <joewfullington@yahoo.com> wrote:
Thanks understood.
But that is still outside the desired. This is just a group of W/O folks that need it simple as possible.
_____
From: Sarah Stewart <sarahlockestewart@gmail.com>;
To: MAXIMO@yahoogroups.com <MAXIMO@yahoogroups.com>;
Subject: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
Sent: Tue, May 6, 2014 11:29:53 AM
Joe,
You can do just an invoice, not referencing a PO, and put the Wonum in the invoice line. Once the invoice status changes to Approved Maximo makes an entry in servrectrans for the standard service item and because you referenced the Wonum on the invoice line you will see it in the Actuals tab.
Sarah
Joe,
Servrectrans requires a transaction type of Receipt when a PO is referenced or an invoice number for a transaction type of invoice. You'll have to understand the table requiremts and how Maximo does it out of the box if you are going to build a customization. The two I mentioned just now are the key ones. You could always dummy an invoice number in your customization.
Sarah
> On May 6, 2014, at 1:46 PM, "joewfullington@yahoo.com" <joewfullington@yahoo.com> wrote:
>
>
> Thanks. I have been trying this process on the item side but there too run into issues because of being a Non stock item.
>
>
> From: Sarah Stewart <sarahlockestewart@gmail.com>;
> To: MAXIMO@yahoogroups.com <MAXIMO@yahoogroups.com>;
> Subject: Re: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
> Sent: Tue, May 6, 2014 1:59:41 PM
>
>
> Joe,
>
> There are only two ways out of the box to get standard services to show on work orders.
>
> 1. Service receipts against a PO
> 2. Approved invoice lines.
>
> You could create a custom New Button on Work Order Actuals and add to servrectrans from that button but this will be somewhat challenging.
>
> Sorry there isn't another way I can think of!
>
> Sarah
>
>> On May 6, 2014, at 7:57 AM, "joewfullington@yahoo.com" <joewfullington@yahoo.com> wrote:
>>
>>
>> Thanks understood.
>> But that is still outside the desired. This is just a group of W/O folks that need it simple as possible.
>>
>>
>> From: Sarah Stewart <sarahlockestewart@gmail.com>;
>> To: MAXIMO@yahoogroups.com <MAXIMO@yahoogroups.com>;
>> Subject: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
>> Sent: Tue, May 6, 2014 11:29:53 AM
>>
>>
>> Joe,
>>
>> You can do just an invoice, not referencing a PO, and put the Wonum in the invoice line. Once the invoice status changes to Approved Maximo makes an entry in servrectrans for the standard service item and because you referenced the Wonum on the invoice line you will see it in the Actuals tab.
>>
>> Sarah
>>
>
>
I'd I'm not mistaken to do this the "item" will need to be inventoried? Can a non stock item be"issued" with out the purchase process?
Time is not on my side. Process needs to be implemented in two days. So I am reaching to any process or functionality already available.
Then create inventory items as Shannon suggested
> On May 6, 2014, at 2:37 PM, "joewfullington@yahoo.com" <joewfullington@yahoo.com> wrote:
>
>
> Time is not on my side. Process needs to be implemented in two days. So I am reaching to any process or functionality already available.
>
>
> From: Sarah Stewart <sarahlockestewart@gmail.com>;
> To: MAXIMO@yahoogroups.com <MAXIMO@yahoogroups.com>;
> Subject: Re: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
> Sent: Tue, May 6, 2014 6:22:20 PM
>
>
> Joe,
>
> Servrectrans requires a transaction type of Receipt when a PO is referenced or an invoice number for a transaction type of invoice. You'll have to understand the table requiremts and how Maximo does it out of the box if you are going to build a customization. The two I mentioned just now are the key ones. You could always dummy an invoice number in your customization.
>
> Sarah
>
>> On May 6, 2014, at 1:46 PM, "joewfullington@yahoo.com" <joewfullington@yahoo.com> wrote:
>>
>>
>> Thanks. I have been trying this process on the item side but there too run into issues because of being a Non stock item.
>>
>>
>> From: Sarah Stewart <sarahlockestewart@gmail.com>;
>> To: MAXIMO@yahoogroups.com <MAXIMO@yahoogroups.com>;
>> Subject: Re: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
>> Sent: Tue, May 6, 2014 1:59:41 PM
>>
>>
>> Joe,
>>
>> There are only two ways out of the box to get standard services to show on work orders.
>>
>> 1. Service receipts against a PO
>> 2. Approved invoice lines.
>>
>> You could create a custom New Button on Work Order Actuals and add to servrectrans from that button but this will be somewhat challenging.
>>
>> Sorry there isn't another way I can think of!
>>
>> Sarah
>>
>>> On May 6, 2014, at 7:57 AM, "joewfullington@yahoo.com" <joewfullington@yahoo.com> wrote:
>>>
>>>
>>> Thanks understood.
>>> But that is still outside the desired. This is just a group of W/O folks that need it simple as possible.
>>>
>>>
>>> From: Sarah Stewart <sarahlockestewart@gmail.com>;
>>> To: MAXIMO@yahoogroups.com <MAXIMO@yahoogroups.com>;
>>> Subject: [MAXIMO List] Re: Functionality Deevlopment Issue (Service Item - Standard Service)
>>> Sent: Tue, May 6, 2014 11:29:53 AM
>>>
>>>
>>> Joe,
>>>
>>> You can do just an invoice, not referencing a PO, and put the Wonum in the invoice line. Once the invoice status changes to Approved Maximo makes an entry in servrectrans for the standard service item and because you referenced the Wonum on the invoice line you will see it in the Actuals tab.
>>>
>>> Sarah
>>>
>
>
> Reply via web post • Reply to sender • Reply to group • Start a New Topic • Messages in this topic (9)
> Now you can search Photos & Files in your Group !
> You can now search for photos and files in your Yahoo Group, in addition to searching for messages in your Group archive
>