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Status Under review
Created by Guest
Created on Sep 23, 2024

Improved information about received costs

Preface

Being the GL Account Owner (GAO) and by that the budget responsible, It’s important to me that all my approvals and receiving actions come with very clear information. Doing approx. 240 PO approvals followed by same 240 receiving actions I can’t have my solar powered table calculator to help me – I need to trust that Maximo informs me exactly what I’m about to respectively approve and receive.

Benefits from having this idea become reality

When doing receipts the GAO will know the exact cost in correct currency he is about to receive. This is not the case As-Is.

Receiving As-Is

Looking into how receiving works today, as a GAO I find these two (different) tabs

Materials

When doing materials receipt, the GAO isn’t informed about which kind of cost he is about to receive. Nor is he informed about which currency.

Services

When receiving services, the GAO is presented to additional information. However, the “Line Cost Due” doesn’t react to the change in “Quantity Due”.

Receiving To-Be

Please ensure to have these fields are represented when doing receipts:

PO Line

    Item

    Description    

Packing Slip    

To Storeroom

    Quantity Due    

Quantity Ordered

    Line Cost Due

     Line Cost Ordered

    Currency

    Invoice

    Remarks

Please ensure to have the “Line Cost Due” to adjust to the value set in the field “Quantity Due”.

The fields “Packing Slip” and “To Storeroom” only exist when doing Material receipts.

 

Please find elaborated details in attached document.

Idea priority High
Needed By Quarter
  • Guest
    Reply
    |
    Nov 5, 2024

    Thanks, Kim, for your reply.

    I appreciate it. Surely, I can address our Maximo support supplier and discuss such option. Would you happen to know if my requested fields/values are available to me to add in our implementation?

    /Michael

  • Admin
    Kim Woodbury
    Reply
    |
    Nov 4, 2024

    Thank you for your submission. At this time adding the cost related information to the receipt view is not something that has been asked for by other customers and in fact we believe they would want to hide that information from the receiving clerk. For your organization, where they would like to and in fact should see the information, can the receipt views by modified using application designer to add the desired attributes?