Modifying, recalculating and saving draft items draft items

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You can make and save changes to draft items that you have created from within IBM® Maximo Inventory Optimization. Saving changes for draft items is similar to the “commit” of normal items.

When users make changes to draft items the item's state changes to Modified.

Again, like normal items, these Modified draft items must be Recalculated to provide recommended stocking levels based on the submitted changes.

Saving Recalculated draft items returns them to an Unmodified state, but with the latest changes.

Draft Item records may be modified, recalculated and saved in both the Draft Item Grid View and Draft Item Form View.

Saving Items in Draft Item Grid View

  1. Select the modified records to be saved.
  • There are three methods of selecting records:
    • If the user needs to save all modified records then no records should be selected and no filters should be applied.
    • If the user wishes to select one or several modified draft records then they may select the records to be deleted by tagging them.
      Note: Clicking the checkbox in the column header will select all records on the current page ONLY.
    • If the user wishes to select one or several draft records then they may apply a filter to specify the records that they need to save.
  1. Click Recalculate.
  • The selected draft item records will be recalculated and the new data values applied.
  • The selected draft items will now be in a Recalculated state.
  1. Click Save.
  • This displays the Save confirmation window.
  • The confirmation window will also indicate how many draft item records will be saved. 4. Click Yes.
  • The selected draft item records will be saved and reverted to an Unmodified state.

Saving Draft Items in Draft Item Form View

When viewing a modified draft item in Form View:

  1. Click Recalculate to generate new recommended stocking values.
  • The Draft Item will enter a Recalculated state.
  1. Click Save to save changes for that record.
  • This displays the Save confirmation window.
  1. Click Yes.
  • The Draft item will be saved and reverted to an Unmodified state.