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Hi guys: we've just noticed a problem with Inventory reorder in V7.5, namely:
- Item that has 0 balance, but has the "Reorder?" flag turned off (essentially an NS item)
- The item is added to the work order plan tab, so there is a reservation
In this case, the item needs to come up on reorder, but doesn't, because the reorder flag is turned off.
Does anyone have a process regarding this?
TIA
Shannon
If it is a non stock item as you said then you need to create a PR or PO with the item number on it. It will be a direct purchase item. Keeping the info in the inventory just helps you keep the details of the item to make it uncomplicated to order. Joe Russell
----- Original Message -----
From: "shannonrotz" <shannonrotz@yahoo.ca>
To: MAXIMO@yahoogroups.com
Sent: Tuesday, July 31, 2012 6:54:16 PM
Subject: [MAXIMO List] Inventory Reorder - Reserved Items - 7.5
Hi guys: we've just noticed a problem with Inventory reorder in V7.5, namely:
- Item that has 0 balance, but has the "Reorder?" flag turned off (essentially an NS item)
- The item is added to the work order plan tab, so there is a reservation
In this case, the item needs to come up on reorder, but doesn't, because the reorder flag is turned off.
Does anyone have a process regarding this?
TIA
Shannon
Have you tried checking the "Direct Issue?" check box on the Plans tab? That should trigger a reorder for the item.
Bill
v7.1.1.6
--- In MAXIMO@yahoogroups.com, "shannonrotz" <shannonrotz@...> wrote:
>
> Hi guys: we've just noticed a problem with Inventory reorder in V7.5, namely:
>
> - Item that has 0 balance, but has the "Reorder?" flag turned off (essentially an NS item)
> - The item is added to the work order plan tab, so there is a reservation
>
> In this case, the item needs to come up on reorder, but doesn't, because the reorder flag is turned off.
>
> Does anyone have a process regarding this?
>
> TIA
>
>
>
> Shannon
>
Personally I don't like the "Direct Purchase" option as it allows users to direct purchase inventory i.e. stock in a storeroom this is very contradictory and in virtually every business I've implemented Maximo in the field is altered to read only if the item is an item master not in a store or it's materials.
Why not create an escalation if it occurs to a person group who can run a manual re-order
Rgds Ian
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of Bill
Sent: 01 August 2012 14:42
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Re: Inventory Reorder - Reserved Items - 7.5
Have you tried checking the "Direct Issue?" check box on the Plans tab? That should trigger a reorder for the item.
Bill
v7.1.1.6
--- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>, "shannonrotz" <shannonrotz@...> wrote:
>
> Hi guys: we've just noticed a problem with Inventory reorder in V7.5, namely:
>
> - Item that has 0 balance, but has the "Reorder?" flag turned off (essentially an NS item)
> - The item is added to the work order plan tab, so there is a reservation
>
> In this case, the item needs to come up on reorder, but doesn't, because the reorder flag is turned off.
>
> Does anyone have a process regarding this?
>
> TIA
>
>
>
> Shannon
>
GDF SUEZ E&P UK Ltd (Company Number 3386464), registered in England and Wales with a registered office address at: 40 Holborn Viaduct, London, EC1N 2PB.
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The other potential solution, if you want to avoid direct issue, is to
keep the reorder flag checked but set the reorder point to -1. That
will allow zero balance on your shelves but include the item on a
reorder if it's charged to the storeroom on an approved work plan.
Chris McClinch
On 8/1/12, Bill <bill.e.murphy@grifols.com> wrote:
> Have you tried checking the "Direct Issue?" check box on the Plans tab?
> That should trigger a reorder for the item.
>
> Bill
> v7.1.1.6
>
> --- In MAXIMO@yahoogroups.com, "shannonrotz" <shannonrotz@...> wrote:
>>
>> Hi guys: we've just noticed a problem with Inventory reorder in V7.5,
>> namely:
>>
>> - Item that has 0 balance, but has the "Reorder?" flag turned off
>> (essentially an NS item)
>> - The item is added to the work order plan tab, so there is a reservation
>>
>> In this case, the item needs to come up on reorder, but doesn't, because
>> the reorder flag is turned off.
>>
>> Does anyone have a process regarding this?
>>
>> TIA
>>
>>
>>
>> Shannon
>>
>
>
>
Ian,
This is an interesting perspective, but my experience with direct
issue is actually the opposite. I've worked multiple implementations
where the customer wants to reserve its storerooms for on-hand
materials to support PM and relatively routine CM. All projects were
direct issue to facilitate approving, billing, and shipping project
purchases as a group. As such, there were plenty of items that could
be ordered as a reorder or direct issue depending on whether it was a
stock replenishment or part of a project Bill of Materials.
Off topic from Shannon's question, but hopefully germane to general
Maximo implementation good practice.
Chris McClinch
On 8/1/12, Ian Wright <ian.wright@gdfsuezep.co.uk> wrote:
> Personally I don't like the "Direct Purchase" option as it allows users to
> direct purchase inventory i.e. stock in a storeroom this is very
> contradictory and in virtually every business I've implemented Maximo in the
> field is altered to read only if the item is an item master not in a store
> or it's materials.
>
> Why not create an escalation if it occurs to a person group who can run a
> manual re-order
>
> Rgds Ian
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> Bill
> Sent: 01 August 2012 14:42
> To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] Re: Inventory Reorder - Reserved Items - 7.5
>
>
>
> Have you tried checking the "Direct Issue?" check box on the Plans tab? That
> should trigger a reorder for the item.
>
> Bill
> v7.1.1.6
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>,
> "shannonrotz" <shannonrotz@...> wrote:
>>
>> Hi guys: we've just noticed a problem with Inventory reorder in V7.5,
>> namely:
>>
>> - Item that has 0 balance, but has the "Reorder?" flag turned off
>> (essentially an NS item)
>> - The item is added to the work order plan tab, so there is a reservation
>>
>> In this case, the item needs to come up on reorder, but doesn't, because
>> the reorder flag is turned off.
>>
>> Does anyone have a process regarding this?
>>
>> TIA
>>
>>
>>
>> Shannon
>>
>
>
>
> GDF SUEZ E&P UK Ltd (Company Number 3386464), registered in England and
> Wales with a registered office address at: 40 Holborn Viaduct, London, EC1N
> 2PB.
>
> **************************************************************************************************************
> This email and any files transmitted with it are confidential and intended
> solely for the use of the individual or entity to whom they are addressed.
> If you have received this email in error please notify the system manager.
> This footnote also confirms that this email message has been swept by
> MIMEsweeper for the presence of computer viruses.
> **************************************************************************************************************
>
>
>
>
>
>
Ok I should read my e-mails before i fire and forget I specifically meant to say Materials could be direct purchased
So to clarify
I don’t think what I said is contradictory i.e. you are saying that in a specific case i.e. if the work order is “Project “ based then allow direct purchase.
My point is I’ve made the check box read only unless the right criteria are met otherwise a CM WO could raise an order for an item which exits in a store just because the operator ( for example ) didn’t want to wait for it to shipped from a store on another site or didn’t look to see if there were any PR’s or PO’s in the replenishment chain.
Rgds ian
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of Chris McClinch
Sent: 01 August 2012 14:57
To: MAXIMO@yahoogroups.com
Subject: Re: [MAXIMO List] Re: Inventory Reorder - Reserved Items - 7.5
Ian,
This is an interesting perspective, but my experience with direct
issue is actually the opposite. I've worked multiple implementations
where the customer wants to reserve its storerooms for on-hand
materials to support PM and relatively routine CM. All projects were
direct issue to facilitate approving, billing, and shipping project
purchases as a group. As such, there were plenty of items that could
be ordered as a reorder or direct issue depending on whether it was a
stock replenishment or part of a project Bill of Materials.
Off topic from Shannon's question, but hopefully germane to general
Maximo implementation good practice.
Chris McClinch
On 8/1/12, Ian Wright <ian.wright@gdfsuezep.co.uk<mailto:ian.wright%40gdfsuezep.co.uk>> wrote:
> Personally I don't like the "Direct Purchase" option as it allows users to
> direct purchase inventory i.e. stock in a storeroom this is very
> contradictory and in virtually every business I've implemented Maximo in the
> field is altered to read only if the item is an item master not in a store
> or it's materials.
>
> Why not create an escalation if it occurs to a person group who can run a
> manual re-order
>
> Rgds Ian
>
> From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
> Bill
> Sent: 01 August 2012 14:42
> To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Inventory Reorder - Reserved Items - 7.5
>
>
>
> Have you tried checking the "Direct Issue?" check box on the Plans tab? That
> should trigger a reorder for the item.
>
> Bill
> v7.1.1.6
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com><mailto:MAXIMO%40yahoogroups.com>,
> "shannonrotz" <shannonrotz@...> wrote:
>>
>> Hi guys: we've just noticed a problem with Inventory reorder in V7.5,
>> namely:
>>
>> - Item that has 0 balance, but has the "Reorder?" flag turned off
>> (essentially an NS item)
>> - The item is added to the work order plan tab, so there is a reservation
>>
>> In this case, the item needs to come up on reorder, but doesn't, because
>> the reorder flag is turned off.
>>
>> Does anyone have a process regarding this?
>>
>> TIA
>>
>>
>>
>> Shannon
>>
>
>
>
> GDF SUEZ E&P UK Ltd (Company Number 3386464), registered in England and
> Wales with a registered office address at: 40 Holborn Viaduct, London, EC1N
> 2PB.
>
> **************************************************************************************************************
> This email and any files transmitted with it are confidential and intended
> solely for the use of the individual or entity to whom they are addressed.
> If you have received this email in error please notify the system manager.
> This footnote also confirms that this email message has been swept by
> MIMEsweeper for the presence of computer viruses.
> **************************************************************************************************************
>
>
>
>
>
>