From the Maximo Support Desk - Warranty Claim Prossessing During Storeroom Reorder in Transportation Application
TomRichardson 0600021RN4 Visits (6639)
Here's a good question... "Is the deficient quantity of an item under a Warranty Claim contract considered during the item reorder process?"
The short answer is no. When a No Cost PO is generated for a Warranty Claim, the Reorder process for items in a Storeroom does not consider this to be a reservation, or a deficient quantity. The basis of this business logic is that the item which is on order via the No Cost PO is a replacement (not a replenishment) for an item that has already been issued. For this reason, a Warranty Claim Item is not included in the Storeroom Reorder.
Please consider the high level summary of steps below, which illustrate that the intended functionality of an Item Warranty Claim is to replace an item that has already been issued. In the context of the Maximo reorder process, it is implied that this item has already been considered in the Maximo reorder calculation.
1. A rotating item exists in Item Master (Tr) and has been added to a Storeroom with a Current Balance of 2, and a Standard Cost of 35000;
3. Create a Work Order in Work Order Tracking (Tr) against an asset; approve it, and add PRINT-1 under Actuals/Materials; (warranty flag = N)
Duplicate the WO, (to simulate a secondary Work Order that uses the warranty item)
Enter the Claimed Quantity, and generate a claim.
at the point where the No Cost PO is WAPPR: current balance is 0, reorder preview quantity is 3 (expected)
at the point where the NO Cost PO is APPR: current balance is 0, reorder preview quantity is 3 (expected)
at the point where the current balance is 1, the reorder preview quantity is 2 (expected)
Example Item details:
1. The User issues a Quantity of 1 to a Work Order:
2. The User issues a Quantity of 1 to a Work Order, and a Warranty Claim and No-Cost PO is created:
The exception and amendment to this is described below:
NOTE: The timing of the Reorder and whether or not the receipt, and subsequent re-issue of the No Cost PO item is working as expected. This is not a bug, nor could there be a way for Maximo code to determine if the User is intending to re-issue the replacement item to the Work Order or not.
In the scenario where the item under Warranty has already been issued to a Work Order, the Current Balance has correctly been updated. Once the No Cost PO has been created, this is NOT considered to be a material reservation because the item has already being issued... it will be REPLACED via receipt of the No Cost PO. If a Reorder is processed during this time, the reorder logic will correctly evaluate the current balance by NOT taking the pending receipt of the warranty item into account. Again, that warranty item has already been issued, and has already updated the current balance.
If the No Cost PO gets created for the issued item, and the No Cost PO is received to the same Storeroom from which it was issued, then this will update the Current Balance of the item as expected. The implied and expected action of the Maximo User is to issue the warranty item back out to the Work Order from which the Warranty Claim was identified on. If a scenario exists whereby the Reorder process is conducted BEFORE the warranty item has been received from the No Cost PO, and has been issued back out to the Work Order, then the Reorder process will consider this as part of the available Current Balance; this scenario will be considered in the reorder calculation.
Hopefully, this article can also be used as a quick start guide to using the Warranty Claims application!
Tom Richardson is an IBM Maximo Support Engineer and frequent contributor to the Asset Management Blog community. For a complete index of links to his articles, visit