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  • 1.  Posting Multiple Invoices against Blanket Release POs

    Posted Wed June 16, 2021 06:26 PM

    Hi All,

     

    We utilize Blanket Release POs in Maximo for procuring services.  We also post service costs to WOs.  We utilize a 3-way match of PO, Service Receipt, and Invoice.

     

    All this works well for us with the exception of emergency blanket release POs – as it is impossible to estimate the quantity to be purchased (i.e. the number of service visits annually).   Typically our release POs are issued at a quantity of 1 and a unit price equal to the available budget for the emergency service.  For example, 1 ea @ $60,000 unit cost = $60,000 PO line cost.   As a result, we cannot match multiple invoices against the receipt/PO given the quantity = 1.

     

    We recognize that we can change the quantity to get around this constraint (i.e. 60,000 units @$1 each or 100 units @ $600 each).  Is there a way to solve for posting multiple invoices other than increasing the quantity on the PO line?

     

    --Nancy

     

     


    #Maximo
    #AssetandFacilitiesManagement


  • 2.  RE: Posting Multiple Invoices against Blanket Release POs

    Posted Thu June 17, 2021 01:54 PM
    Hi Nancy:  for services, Maximo defaults the quantity to 1, but if you remove the quantity, Maximo allows it.  In this case, I would advise doing that.  The unit cost will also end up blank, but you can specify a Line Cost directly.

    When receiving, the receiver would just receive the Line Cost, or alternatively can receive a percentage, in which case Maximo will calculate what the receipt line cost will be.

    Note:  this seems to be largely undocumented functionality.

    Hope this helps.



    ------------------------------
    Shannon Rotz
    InComm Solutions
    New Westminster BC
    ------------------------------



  • 3.  RE: Posting Multiple Invoices against Blanket Release POs

    Posted Thu June 17, 2021 02:07 PM

    Thank you Shannon!  That would indeed be a very simple (yet effective) solution!  Again the power of the Maximo community to share this undocumented solution.