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  • 1.  how to add items to storeroom for free in ibm maximo

    Posted Mon October 28, 2024 03:22 PM

    I am trying to add items to my storeroom in Maximo without affecting the average cost. Here's the use case:

    When I purchase 100 items, I receive 5 additional items for free. However, I want the average cost calculation to only apply to the 100 purchased items, and not include the 5 free ones. Additionally, I want to receive items for free,but I want the average cost in the storeroom to remain unchanged.

    I've already tried adding a purchase order line with a cost of 0, but this still affects the average cost. What approach can I use to ensure that free items are added without altering the average cost?



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    Youssef Soltan
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  • 2.  RE: how to add items to storeroom for free in ibm maximo

    Posted Tue October 29, 2024 04:06 AM

    Hi Youssef,

    You can add a record to Inventory Balances or use Inventory Adjustments - Current Balance, neither changes the average cost. Verify your GL Debit and Credit Accounts, but I think they will be OK, i.e. treat this as an inventory adjustment rather than a purchase receipt.

    Regards - Andrew



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    Andrew Jeffery
    Maximo SME
    ZNAPZ b.v
    Barnstaple
    +44 (0)777 1847873
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    Original Message


  • 3.  RE: how to add items to storeroom for free in ibm maximo

    Posted Tue October 29, 2024 04:12 AM

    Is there's a solution to make it inside a po?

     

    With best regards,

     

     

     

    Youssef Soltan

     

     

    Software Engineer

     

     

    Mobile EG: +2 010 2201 7740

     

    y_soltan@megasoft-arabia. com

     

    www.megasoft.com.eg

     

     

     

     

     

     

     

     




    Original Message


  • 4.  RE: how to add items to storeroom for free in ibm maximo

    Posted Tue October 29, 2024 04:57 AM

    Hi Youssef.

    In Receiving you cannot change the cost that is on the PO Line. 

    You could revise the PO and add a new line for the quantity for the free items with zero cost, but that wouldn't work because adding a quantity at zero will still adjust the average cost (downwards). If you tried to do anything on the PO with any positive cost you then effect the PO price.

    I think best to just treat as an Inventory Adjustment.

    Regards - Andrew



    ------------------------------
    Andrew Jeffery
    Maximo SME
    ZNAPZ b.v
    Barnstaple
    +44 (0)777 1847873
    ------------------------------

    Original Message


  • 5.  RE: how to add items to storeroom for free in ibm maximo

    Posted Wed October 30, 2024 05:44 AM

    As an alternative if you make the item condition enabled and have a condition of FREE/FOC etc with a rate of 0 then when you put these on the PO at zero cost then the Average Unit Cost for these condition items should stay at zero.

     

    May need some more detailed testing but from what I can see this could work

     

    Regards

     

    Steve A Lee

    Senior IBM Sustainability Software Maximo Technical Specialist

    IBM Technology

    UKI

    Mobile: +44 7770 986690

    Registered in England and Wales with number 741598

    Registered Office: PO Box 41, North Harbour, Portsmouth, Hants, PO6 3AU

     

     

     

    Unless otherwise stated above:

    IBM United Kingdom Limited
    Registered in England and Wales with number 741598
    Registered office: Building C, IBM Hursley Office, Hursley Park Road, Winchester, Hampshire SO21 2JN



    Original Message


  • 6.  RE: how to add items to storeroom for free in ibm maximo

    Posted Tue October 29, 2024 10:56 AM

    If you are using Average Cost as the cost type for Inventory, and want to add a balance of 5 for free on a PO Line, then you have two choices:

    1. Set the Unit Cost of the PO Line to be zero. This will make the items free of charge, but adjust the Average Cost of the Inventory item down to account for the 5 free items. The total cost of those items in Inventory remains the same, but the Average Cost goes down as you are adding more quantity.
    2. Set the Unit Cost of the PO Line to the current Average Cost of the item in Inventory. This will cause the Average Cost to remain the same, but technically those parts are no longer free. And obviously, I think you are trying to avoid having cost listed on the PO for these items.

    @Andrew Jeffery's suggestion of adjusting the Average Cost after the purchasing process has gone through will likely give you the desired outcome, but it should be noted that doing so will not make the items "free of charge". You will be manually adding the cost of those items to Inventory rather than paying for them via the PO.

    Hope this helps,



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    Alex Walter
    A3J Group
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    Original Message