Maximo Inventory Count Using Application Import

As some of you may know, Maximo provides some amazing functionality out of the box.  Occasionally, however, there are use cases where we have an opportunity to stretch our legs a bit.  One of these instances is entering storeroom physical count adjustments.

Entering a count adjustment for multiple inventory records requires several clicks and data entries.  The opportunity for data entry errors is huge (Not a Presidential candidate reference, I promise).

Using Application Import/Export functionality can make this a far less painful process (example is based on MAM 7.5.0.10).

Duplicate the existing MXINVENTORY Object Structure, ours is named “NS_INVCNT_IE”.

Ensure “Support Flat Structure” is selected.

Included fields for this example:

• inventory.itemnum
• inventory.itemsetid
• inventory.location
• inventory.siteid
• invbalances.binnum
• invbalances.conditioncode
• invbalances.lotnum
• invbalances.physcnt

Add Application Import/Export support for the Inventory application from the Select Action menu.

Grant Application Import and Export permissions to Security Groups as required.

Log out of Maximo and log in.

 The Inventory application should have the Import/Export toolbar icons (if not, clear cache, restart…).

Fetch a result set to adjust counts for, and click the “Export” icon.

Click “OK”.

Save the download as a csv file (it will default as a dat file).

If there are itemnum values with leading zeros, you will need to import the csv into excel, setting the field as text.

Enter the new counts and save the file.

Click the “Import” icon.

On the “Application Import” dialog, browse to the csv file, and select “Import Preview”, click “OK”.

If the preview is successful, click the “Import” icon again, select the csv file, and click “OK”.

Reconcile balances.

All done!

One of my guiding principles is to provide my users with the tools they need, where they are, when they are there.  As part of that vision, I try to make the Maximo UX as seamless as I can for them.  In this series of articles, I will demonstrate some of the ways I deliver to my users.  I don’t think I invented any of these things, I’m just use the Developer Works community, and am really good at Google. 

Any comments or requests (including suggestions) would be really cool.

Thanks,