IBM Support

Annual YTD Rollover for Inventory Escalation

Technical Blog Post


Abstract

Annual YTD Rollover for Inventory Escalation

Body

It is possible to run escalation to rollover annual YTD for Inventory items.

 

In the example below, all the items have the same quantity to make it easy to see the result.

ISSUEYTD = 84

ISSUE1YRAGO = 66

ISSUE2YRAGO = 120

ISSUE3YRAGO = 100

 

image

 

Create an escalation to change the quantities

image

 

Create some actions, and these actions must be in the order created below:

Seq 10: INVMOVE2YRTO3YR: MOVE THE 2-YEAR TOTAL TO THE 3-YEAR SPOT

Seq 20: MOVE1YRTO2YR: MOVE THE 1-YEAR TOTAL TO THE 2-YEAR SPOT

Seq 30: MOVEYTDTO1YTD: MOVE THE CURRENT-YEAR TO THE 1-YEAR SPOT

Seq 40: INVZEROYTD: ZERO OUT THE CURRENT-YEAR TOTAL

 

Seq 10:

image

 

Seq 20:

image

  

Seq 30:

image

 

Seq 40:

image

 

After the escalation has been run, the quantities are changed accordingly:

ISSUEYTD = 0

ISSUE1YRAGO = 84

ISSUE2YRAGO = 66

ISSUE3YRAGO = 120

 

image

 

 

  

[{"Business Unit":{"code":"BU005","label":"IoT"}, "Product":{"code":"SSLKT6","label":"Maximo Asset Management"},"Component":"","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"","Edition":""}]

UID

ibm11131501