From the Maximo Support Desk - Current Balance Field Does Not Update on Inventory Usage Record in STAGED Status

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It's been observed by Maximo Users that the Current Balance field on an Inventory record does not update when there is an Inventory Usage record for the item which is in STAGED status.  This is not an error condition and there is an explanation for this condition.

So... when DOES the Status Change on an Inventory Usage Record Update the MATUSETRANS.CURBAL?

The summary is that an Inventory Usage document will only update the matusetrans table when the status of the Inventory Usage document is updated to Complete status. When the Inventory Usage document is updated to Staged status, you can view this on the Inventory records for the items, but the matusetrans table does not get updated at this point - this is effectively "informational" data for the User, and an issue transaction has not occurred yet. Of course, if an item is issued from Inventory, the matusetrans table is immediately updated with the expected, new current balance. In this regard, the matusetrans table will keep a "rolling balance" as demonstrated in the sample data below.

The item, INV-1, has a current balance of 24; a quantity of 10 is then issued from a storeroom;
select itemnum, transdate, actualdate, quantity, curbal
from matusetrans
where itemnum = 'INV-1';

ITEMNUM TRANSDATE ACTUALDAT QUANTITY CURBAL
------------------------------ --------- --------- ---------- ----------
INV-1 27-OCT-14 27-OCT-14 -10 14

At the time of this query, an Inventory Usage document for an ISSUE of 10 exists in STAGED status;
-To continue the example, the scenario is that after the quantity of 10 was issued and reflected in the query above, the existing Inventory Usage document (with an Issue of 10) is updated from Staged to Complete; the same query is then run again and the results now show the two transactions, and the result of the status change:

ITEMNUM TRANSDATE ACTUALDAT QUANTITY CURBAL
------------------------------ --------- --------- ---------- ----------
INV-1 27-OCT-14 27-OCT-14 -10 14
INV-1 27-OCT-14 27-OCT-14 -10 4

If you need to send this information to a User or colleague, I've published this information as an IBM "Knowledge Base" type article, which you can point them to:
http://www-01.ibm.com/support/docview.wss?uid=swg21688560

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
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