All items deserve a physical count

Hi Darren,

Thank you for your patience and for sharing this idea with us. We truly appreciate the time and thought you put into raising this request, and we want to be transparent with you about where we stand.

We did take this request seriously and began exploring it as a potential enhancement. However, during our investigation, we discovered that implementing this change would conflict with an existing product design decision that was deliberately put in place to ensure data integrity and consistency within Maximo.

Specifically, we found that the behaviour you are requesting was actually part of an earlier version of Maximo, but was later identified as causing data reliability issues and was corrected as part of a product fix. Moving forward with this request would essentially reintroduce a problem that was previously resolved — and we would not want to risk introducing instability into your environment or others.

With that in mind, we have made the difficult decision that we are unable to continue with the development of this enhancement at this time. We sincerely apologise for any inconvenience this may cause, especially given that we had initially indicated we would pursue it.

What we recommend instead:

As an alternative, we would suggest the following workaround which achieves a similar outcome within the current product design:

Before creating a Count Book for an item, please ensure that an Inventory Balance record exists for that item first. Once the Inventory Balance record is in place, the Count Book can then be created as expected.

This approach works within the current product behaviour and avoids any risk to your data integrity.

We remain committed to supporting you and will continue to look for ways to improve your experience with Maximo. Please do not hesitate to reach out if you have any questions or would like to discuss this further.

Kind regards,

Czareenah Magday

Product Manager, Inventory and Supply Chain

@Guest Thank you for submitting the Idea, we appreciate the feedback. For this use case, what would be the criteria for an item to be considered during the generation of a Count Book or in AdHoc counting? Would it be the item having been added to the Storeroom and being Active / Pending obsolescence? (Currently the requirement also includes it having a balance record, would removing that be the only change to achieve the desired goal?)

Agreed, every item should be counted.
If an item is physically present but lacks an inventory balance record, it blocks accurate reconciliation. It would be helpful if Manage/Mobile could auto create the record during a count, allowing teams to update stock levels immediately and maintain inventory accuracy.