Need some help! Wondering how other companies transactionally move a Rotating Asset from Site A to an external Vendor for repairs and then have the Asset go to a warehouse/Site B and become available for other Sites to use.
The problem I'm having is Site A creates a WO for the overhaul of the Asset and a PO referencing the WO to pay for the Vendor overhaul services. I have no problems using Inventory Usage to "ship" the Asset. Where I run into a snag is trying to perform a Shipment Receiving into a Vendor Site to get the Asset out of Site A's inventory. You cannot receive/move the Asset when there are open WOs. I also tried setting up a Repair Facility and issuing the Asset to that location, but got the same error about open WOs.
The overhaul could take months and I will have Shipment information (waybills, costs, etc) for both getting the Asset from Site A to the Vendor and from the Vendor to site B, so I wanted to split it into 2 Inventory Usage transactions to have 100% visibility of where our Assets are. So I want to avoid creating the transaction for Site A to Site B and be blind for ~4-5 months on where the Asset actually is. I wanted to be able to just look at site: Vendor's Inventory to see all the Assets out for repairs/vendor managed/etc at any given time.
I need Site A to be responsible for the overhaul costs. I also need the overhaul WO to follow the Rotating Asset to capture TCO. Also, the Invoice could also come in months after the entire transaction, preventing any movement, which defeats the purpose of a shared depot of Rotating Assets.
Any ideas would be much appreciated. Or let me know if perhaps my company has some configurations set to prevent movement of Assets when there's an open WO and it's an easy click of a button to fix.
Appreciate the time spent reading and thinking on this subject!
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Gail Smith
CMMS Business Process Owner
Marine Fleet Technical - Chevron
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