IBM Maximo Mobile Inventory Manager. Release 6.4. User s Guide SC

Transcription

1 IBM Maximo Mobile Inventory Manager Release 6.4 User s Guide SC

2 Note Before using this information and the product it supports, read the information in Notices on page Notices-1. This edition applies to version 6, release 4 of IBM Maximo Mobile Inventory Manager and to all subsequent releases and modifications until otherwise indicated in new editions. Third-Party Technology: Certain Maximo products contain technology provided under license from third parties, as noted in the following table: IBM Product All Products IBM Maximo Third-Party Information Portions Visual Mining, Inc. Visual Mining NetCharts Server provided by Visual Mining, Inc. Portions Actuate Corporation. Portions 2005 BEA Systems, Inc. BEA WebLogic Server provided by BEA Systems, Inc. Portions , i-net software GmbH. J-Integra for COM v Intrinsyc Software International, Inc. Maximo Discovery IBM Maximo Asset Navigator IBM Maximo Mobile IBM Maximo Mobile SE Sentry Spelling-Checker Engine 2000 Wintertree Software, Inc. MSDE Copyright Microsoft Corporation. Portions Centennial Software Limited. Portions Snowbound Software Corporation. RasterMaster Raster imaging technology provided by Snowbound Software Corporation. Portions 2005 DataMirror, Inc. Portions Zaval Creative Engineering Group. Portions Syclo, LLC. Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source" ownership of which is attributed as follows: Portions 2002, Steve Souza (admin@jamonapi.com). Portions , Jason Hunter & Brett McLaughlin. Portions , The Apache Software Foundation ( Copyright International Business Machines Corporation All rights reserved. US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

3 Contents About This Publication v Intended Audience v Related Information v IBM Support v Chapter 1: Introduction Overview of Mobile Inventory Manager Application Overview of Maximo Mobile Applications Work List and Additional Data Chapter 2: Getting Started Signing In to Mobile Inventory Manager Mobile Inventory Manager Start Center Start Center Components Using Table Windows Table Window buttons Signing Out of Mobile Inventory Manager Chapter 3: Downloading/Uploading Information Maximo Mobile Applications Communication between the Device and Maximo Server Processing Synchronous and Asynchronous Requests Transaction Queues Refreshing Data on the Device Losing connectivity Chapter 4: Using the Mobile Inventory Manager Application Validation and Error Handling Barcode Scanning Physical Counts Physical Count List Adjust Physical Counts Create a New Count View Review List Issue Items Reservation List Create a Quick Issue Create a "Standard" Issue Create New Issue View Review List Receive an Item Against a PO PO List PO Lines Continue Receiving Receipts Inspect Line Item Receive Rotating Item Review List Return Items Return List Copyright IBM Corp iii

4 Barcode Scanning Using the Return List Create a New Return Create a "Standard" Return View Review List Transfer Items Transfers List Create a "Standard" Transfer Create a New Transfer View Review List Notices Notices-1 Index Index-1 iv IBM Maximo Mobile Inventory Manager: User s Guide

5 About This Publication Intended Audience This section explains how this guide can help you to use IBM Maximo Mobile applications. It also provides information about other IBM Corporation resources available to you, such as additional documentation and support. Related Information This guide is for users of IBM Maximo Mobile applications running on mobile devices. For more information about the IBM Maximo Mobile applications, refer to the following documentation:. Document IBM Maximo Mobile Work Manager User s Guide IBM Maximo Mobile Applications Installation Guide IBM Maximo Mobile Applications Configuration Guide Description Describes the Mobile Work Manager application. Provides instructions for installing Maximo Mobile applications, including information on editing files and packaging files for downloading on mobile devices. Provides information on how you can configure a mobile application, including adding/removing fields, changing labels, and cloning. IBM Support IBM Software Support provides assistance with product defects. Before contacting IBM Software Support, your company must have an active IBM software maintenance contract, and you must be authorized to submit problems to IBM. For information about the types of maintenance contracts available, see "Enhanced Support," in the Software Support Handbook at techsupport.services.ibm.com/guides/services.html. Complete the following steps to contact IBM Software Support with a problem: Copyright IBM Corp v

6 IBM Support 1 Define the problem, gather background information, and determine the severity of the problem. For help, see the "Contacting IBM," in the Software Support Handbook at techsupport.services.ibm.com/guides/ beforecontacting.html. 2 Gather diagnostic information. 3 Submit your problem to IBM Software Support in one of the following ways: a b Online: Click Submit and track problems on the IBM Software Support site at By telephone: For the telephone number to call in your country, go to the Contacts page of the IBM Software Support Handbook at techsupport.services.ibm.com/guides/contacts.html. If you submit a problem that is a software defect or for missing or inaccurate documentation, IBM Software Support creates an Authorized Program Analysis Report (APAR). The APAR describes the problem in detail. Whenever possible, IBM Software Support provides a workaround that you can implement until the APAR is resolved and a fix is delivered. IBM publishes resolved APARs on the Software Support Web site daily, so that other users who experience the same problem can benefit from the same resolution. vi IBM Maximo Mobile Inventory Manager: User s Guide

7 Introduction 1 Overview of Mobile Inventory Manager Application The Mobile Inventory Manager application gives remote workers the capability to efficiently perform their daily inventory management tasks from a mobile device. While on the go, you can create, view, and modify physical counts, issues, receipts, returns, and transfers from a mobile device. In a connected environment, you have real time access to data. Your request for data can be immediately sent to the Maximo Server and the required data is returned to the device. Similarly, once you have completed your tasks, the data can be immediately uploaded to the Maximo Server. You can also complete all your inventory management related tasks offline and upon availability of connection, all your transactions are pushed to the Maximo Server. The Mobile Inventory Manager application is the client application that runs on a mobile device. When a request is made by the client application, the mobile device communicates with the Maximo Server which in turn processes the requests. For more details on communication between the client and the Maximo Server, see "Communication between the Device and Maximo Server," on page 3-1." The Mobile Inventory Manager application is one of the Maximo Mobile applications. Overview of Maximo Mobile Applications The Maximo Mobile applications are products geared towards the needs of the remote workers of maintenance organizations. Following are the Maximo Mobile applications:! Mobile Work Manager Application! Mobile Inventory Manager Application! Security Groups (Mobile)! Mobile Error Management The Mobile Inventory Manager and Mobile Work Manager are the mobile applications designed to run on PDA devices. Copyright IBM Corp

8 Overview of Maximo Mobile Applications Work List and Additional Data Security Groups (Mobile) and Mobile Error Management are the two desktop applications, that support and administer the mobile applications running on your device. You use the Security Groups application to manage the Maximo desktop applications and the mobile applications designed to run on mobile devices. In order to use the mobile applications, you need to specify certain settings in the Security Groups application to enable you to download data onto your mobile device. You use the Mobile Data tab in the Security Groups application to specify the amount and the type of data that gets downloaded onto a user's mobile device for a given application. You use the Mobile Error Management application to view the failed transactions between the mobile devices and the Maximo Server. A transaction between the mobile device and the Maximo Server may fail due to either an application error or a system error. You can view the details of the failed transaction records and rectify the error by making changes in the required application. Maximo mobile applications designed to run on PDA devices store two types of data: Work List data and Additional data. Work list data is all the data that you require to perform tasks that have been planned for you. If un-planned, un-related or additional work comes along, you require Additional data to complete your task. Work list data is the data you frequently modify and is editable. Work list data are tasks that you need to routinely perform. An example of work list data can be all physical counts that need to be adjusted for a storeroom. Additional data is data that you may use as a reference, while working on the Work List data. Additional data is not used as frequently and is read-only. An example of Additional data can be asset numbers or any lookup data. To download Work List data and Additional data on a mobile device, queries need to be setup in the Security Groups (Mobile) application. Queries control the amount and type of data that gets downloaded onto a user's device. Queries are executed on the Maximo Server and records corresponding to these queries are downloaded onto a device. Once your administrator setups and determine which groups get access to which data, you can choose to download all the data or a part of this data. For more information on Setting up Queries, refer to the Security Group online help. Work List data can be automatically refreshed on the mobile device, every time a connection is made to the Maximo Server. Additional data gets refreshed the first time you sign in to a Maximo mobile application. You can refresh Additional data any time along with work list data via the Manage Data option under Menu (in the command bar) of a mobile device. 1-2 IBM Maximo Mobile Inventory Manager: User s Guide

9 Getting Started 2 This chapter helps you get started with using the Mobile Inventory Manager application on your device. Signing In to Mobile Inventory Manager 1 Tap the Start button on your device and tap Mobile Inventory Manager. The IBM Maximo Mobile login screen is displayed. 2 Enter a user name and password in the user name and password fields, respectively. Your user name and password are case sensitive. 3 Tap Go. Mobile Inventory Manager Start Center Start Center Components Once you sign into Mobile Inventory Manager, the IBM Maximo Mobile Inventory Manager Start Center is displayed. The Mobile Inventory Manager Start Center displays application specific data such as links to common actions, count and links to new physical counts, issues, receipts, returns, and transfers and the menu bar. The start center for Mobile Inventory Manager consists of the following components:! Physical Counts - Displays the number of the physical count records downloaded on your device along with a link to the Count List screen.! Issues -Displays the number of the issue records downloaded on your device along with a link to the Reservations List screen.! Receipts- Displays the number of the Purchase Order (PO) records downloaded on your device along with a link to the PO List screen.! Returns - Displays the number of records, available to be returned, downloaded on your device along with a link to the Return List screen. Copyright IBM Corp

10 Mobile Inventory Manager Start Center! Transfers - Displays the number of records, available to be transferred, downloaded on your device along with a link to the Transfers List screen.! Refreshed - This link lets you refresh your work list by downloading new records from the Maximo Server. It also displays the date and time the last refresh was performed.! Common Actions - Displays links to some common actions that you most frequently use. Create New Count, Create New Issue, Create New return, Create New Transfer are the actions displayed as links. Tapping on any of these links will launch the screen for the corresponding action.! Menu - The Menu option is located on the left side of the command bar at the bottom of the screen and displays the following options:! Worklist Refresh - Tap to refresh the Work List data on your device.! Full Refresh - Tap to refresh both the Work List and Additional data on your device.! Preferences - The Preferences screen has the following options. After making changes to any of these options, tap Save to save your changes and return to the start center. a b c d e f g Refresh Work List(s) on Sign In - tap this check box to automatically refresh the work list as soon as you sign in to the Mobile Inventory Manager application on your device. Auto-refresh Work Lists(s) - select this check box to set the device to automatically refresh the work list on the device and upload the records to the Maximo Server. Attempt Refresh Every (min) - Specify the duration of minutes after which the device should attempt to connect to the Maximo Server to refresh the work list on the device and to upload the records to the Maximo Server. Default Insert Site - Tap Select Value to select a site for which you most often insert Maximo records. Review Work - Tap this check box if you want the Review List screen to be displayed in the Mobile Inventory Manager application. If this check box is not selected, then records are saved directly to the queue on the device and as soon as connectivity to the Maximo Server is available, the records get uploaded. Confirm Quick Issue - Tap this check box if you want a confirmation dialog box to appear every time you create a quick issue in the Mobile Inventory Manager application. Check Item Availability - Tap this check box if you want the Mobile Inventory Manager application to perform a check against item availability for an item when it is issued. The item availability check can only occur when connectivity is available. 2-2 IBM Maximo Mobile Inventory Manager: User s Guide

11 Mobile Inventory Manager Start Center This check box can be selected only if the Review Work check box is not selected. h i Autonumber - Tap this check box to enable autonumbering of rotating assets on your device. This functionality works only when connectivity exists between the Mobile Inventory Manager application and the Maximo Server. Password notification in Days - specify the days, prior to the password expiration date, when you want to be notified.! Manage Data - The Manage Data screen enables you to view the queries for work list as well as those for related data. It also lets you refresh related data along with work list data on your device. NOTE In the Security Groups (Mobile) application, if the Manage Data on Device option is not selected for a particular group in the Mobile sub tab within the Applications tab, the Manage Data option will not be displayed on the device to the users belonging to that group. In such a case, you will be able to refresh all data only by tapping Menu on the Start Center and then tapping Full Refresh.! Change Password- enables you to change the password for signing into all of Maximo - whether it s Maximo Mobile or core Maximo.! Reset Application - removes all data from the device for the current user of the device.! About - displays general information, such as the version number, copyright information, about the Mobile Inventory Manager application.! Exit - enables you to exit from the Mobile Inventory Manager application. Using Table Windows The Mobile Inventory Manager application uses table windows to display multiple records from the database simultaneously. The Mobile Inventory Manager application table windows generally contain more rows and columns than a single screen can display. For this reason, the table windows include the following features:! Navigation buttons that allow you to navigate the table windows.! Table Filter that allows you to locate specific data by reducing the number of records displayed.! Expandable row details that allow you to view and edit all fields on a record.! Vertical and horizontal scroll bars.! Column Selector - ability to choose which columns in a table you want to hide or display. Getting Started 2-3

12 Mobile Inventory Manager Start Center Table Window buttons! Sorting Columns - tap the column header to sort column information in ascending alphanumerical order (A-Z or 1-100) or descending alphanumerical order (Z-A or 100-1). You can also view the default sort order again.! Width adjustments- tap the column dividers to increase or decrease a column s width. The following table window buttons commonly appear on the Mobile Inventory Manager application table windows. The buttons that appear on each table window will vary. Button Button Name and Function Filter - Tap this button to display the Filter screen. Enter values in one or more fields and tap Find. Maximo displays records based on the search criteria you entered. Tap Clear to enter a different criteria. Column Selector - Tap this button to display the Column Selector screen. Check or un-check the columns you want or do not want displayed in a specific table window. Connected Lookup - Tap to view all the records for a particular value that reside on the Maximo Server. Previous Page - Tap to show the previous page of records. Disabled (gray) if you are at the first page of records or if all records are displayed on the screen. Next Page - Tap to show the next page of records. Disabled (gray) if you are at the last page of records or if all records are displayed on the screen Start Center - Tap to return to the Mobile Inventory Manager start center. Previous Record - Tap to display the previous record in the table window. Disabled (gray) if you are have the first record displayed. Next Record - Tap to display the next record in the table window. Disabled (gray) if you are have the last record displayed. 2-4 IBM Maximo Mobile Inventory Manager: User s Guide

13 Signing Out of Mobile Inventory Manager Signing Out of Mobile Inventory Manager You can sign out of Mobile Inventory Manager in either of the following two ways: 1 Tap the X icon at the top of a screen. A message appears asking for your confirmation. 2 Tap OK to confirm. You will be signed out of the Mobile Inventory Manager application. OR 1 Tap the start center icon on a screen. If the start center icon is not available on a screen, navigate to a screen with a start center icon. 2 On the Mobile Inventory Manager start center, tap Menu and then tap Exit. A message appears asking for your confirmation. 3 Tap OK to confirm. You will be signed out of the Mobile Inventory Manager application. Getting Started 2-5

14 Signing Out of Mobile Inventory Manager 2-6 IBM Maximo Mobile Inventory Manager: User s Guide

15 Downloading/Uploading 3 Information Maximo Mobile Applications This chapter gives an overview of the Maximo Mobile architecture along with a description of the communication between the mobile device and Maximo Server to download information onto the device and upload information onto the Maximo Server. The Maximo Mobile applications are based on a client server architecture, consisting of the Mobile application, Mobile Web Service, and the Mobile Application Service. The Mobile application is the client application (the Mobile Inventory Manager application) and resides on a mobile device. The Mobile Web Service and the Mobile Application Service reside on the Maximo Server. Communication between the Device and Maximo Server The Mobile Inventory Manager application communicates with the Maximo Server via the HTTP(s) protocol. When the Maximo Server receives a request from the device, it verifies if the request is a valid one and authenticates the user sending the request. After the verification and authentication is successful, a check is made to determine whether the request needs to be processed synchronously or asynchronously. NOTE For more details on synchronous and asynchronous request, see "Maximo Mobile Applications," on page 3-1. If the request is to be processed synchronously, the request is immediately sent. Using Maximo Business Objects, the transaction is processed. If the request is to be processed asynchronously, the request is stored in a transaction queue on the device and is eventually processed upon connection. Processing Synchronous and Asynchronous Requests Requests sent by the device are received by the Maximo Server for processing. Once the requests have been verified and the aunthentication is successful, the Maximo Server determines whether the request needs to be processed synchronously or asynchronously. A synchronous request is one which needs to be processed immediately by the Maximo Server. In other words, a request that needs to get data from the Maximo Server is always sent as a synchronous request and needs Copyright IBM Corp

16 Maximo Mobile Applications connectivity with the Maximo Server. Some examples of synchronous requests are refresh data, real-time lookup. An asynchronous request is one which does not need immediate attention and hence is put in a transaction queue on the device and sent to the Maximo Server upon connection. In other words, a request that changes data on the Maximo Server is always sent as a asynchronous request. An example of an asynchronous request is sending changes to the server for processing. Synchronous requests are executed immediately as soon as the request is received. While processing synchronous requests, the Mobile Inventory Manager application has to wait until the request is completely processed. Asynchronous requests are put in a transaction queue as soon as the request is received. For asynchronous requests, the Mobile Inventory Manager application does not have to wait for the request to be completely processed; it just has to wait for the acknowledgement that the transaction was sent. Before processing an asynchronous request, a check is made to see if the request is a duplicate, i.e., already received before. Transaction Queues Refreshing Data on the Device A transaction queue stores the transactions or requests which need to be processed asynchronously. Since mobile applications are designed to run in a disconnected mode too, transactions performed by the user need to be stored in a queue. These transactions are sent to the Maximo Server upon connection. Transaction queues reside on the device as well as on the Maximo Server. The transaction queue on the device stores transactions when connectivity is not available. Upon connection, the transactions are sent to the transaction queue on the Maximo Server which processes the transactions asynchronously. Transaction IDs are automatically generated for each transaction. The transaction IDs are always generated in a sequential order. Upon connection, transactions are sent to the Maximo Server in an ascending order of the transaction ID and the Maximo Server executes the transactions based on this order. To keep the data on your mobile device up- to date, you need to refresh the data on your mobile device every now and then. Only data that has changed since the last time you refreshed data, gets pulled from the server. In other words, data is refreshed on an incremental basis; only data that has changed since it was last downloaded is actually refreshed. Maximo Mobile applications store two types of data - Work List and Additional data. Work List data is the data you modify and Additional data is the data that you use a reference while working on the Work list data. NOTE For more details on Work List and Additional data, refer to section titled, see "Overview of Maximo Mobile Applications," on page IBM Maximo Mobile Inventory Manager: User s Guide

17 Maximo Mobile Applications To refresh the data on your device, either tap the refresh link against Refreshed in the Start Center or click Refresh All Data (in the Manage Data option under Menu). A request is sent from the mobile device to the Maximo Server. As soon as the request is received by the Maximo Server, the Maximo Server checks if this is the first time that this request is coming from the user of a specific application from a specific mobile device. Maximo Server determines the records that needs to be sent to the device by looking for records that are new, modified, or deleted. Such records are sent to the device in chunks of 50. While refreshing data on the device, if a particular record has been modified both on the Maximo Server and on the device, the changes made to the record on the device stay and the record does not get updated on the device. If a particular record has been modified on the Maximo Server but no modifications have been made to that record on the device, the record gets updated on the device. Similarly, records on the mobile device that are not modified and no longer meet the download criteria are deleted from the device. Losing connectivity The Maximo Server sends records to the mobile device in chunks of 50. If connectivity to the Maximo Server is lost while a transaction is being processed for downloading data onto the device, only the 50 records that are currently in the process of downloading to the device will not be downloaded or saved to the device. These 50 records and the remaining records will be downloaded to the device in the next refresh. As an example, the mobile device sends a request for getting all item records which require adjusting the physical counts. Let s suppose, all item records amount to 200 records. If connection fails while these records are being sent from the Maximo Server to the mobile device, and the device is downloading the 155th record, then only the last 50 records, i.e., , from the total 200 records, will not get downloaded onto the device and you will be left with the first 150 records on the device. Downloading/Uploading Information 3-3

18 Maximo Mobile Applications 3-4 IBM Maximo Mobile Inventory Manager: User s Guide

19 Using the Mobile 4 Inventory Manager Application The Mobile Inventory Manager application enables you to carry out specific functions related to your day to day inventory management. Using your mobile device, you can perform the following inventory tasks:! adjust, create, and review physical counts for items on your device.! issue items to a work order or other charge entities. You can also create issues in a number of different ways and review modified and saved issues on your device.! receive items against purchase orders.! create return transactions of items. Validation and Error Handling! create transfer transactions of items from one storeroom to another storeroom. Validation has been provided for fields in the Mobile Inventory Manager application. If you enter data in a field that does not exist on the device and you move focus to the next field, a message box appears informing you that the value you entered cannot be validated. You can select any of the three options mentioned below:! Accept Value - tap this to continue using the value you entered. If the value does not get validated on core Maximo, it will generate an error.! Cancel and Clear - tap this to clear the value you entered. You are brought back to the field to enter a different value.! Lookup - tap this to take you to the Select Value screen for that field to select a different value. A mechanism to handle errors in the Mobile Inventory Manager application has been devised that enables you to view and rectify records with errors. A red error alert appears on the start center only when a record with an error is detected while records are being uploaded to the Maximo Server. The error alert link displays the count, issue, receipt, returns, or transfer records (along with the count of errors for each of these categories) that could not be uploaded to the Maximo Server due to errors. Copyright IBM Corp

20 Physical Counts Tap the error alert link for any category. An Error List screen appears with the error records displayed in red. This Error List screen can also be accessed from the respective List screen of each of these categories. For example, on the Start Center, tap the Returns link. The Return List screen appears. If an error record exists for Returns, an additional error tab appears at the bottom of this screen. Tap to display the Error List screen. To view the error, tap the Detail Menu against the error record and then tap View Error. You can also perform many other actions by tapping the Detail Menu, such as removing the record, sending back the record with the error. To view the record details, tap on the error record. Barcode Scanning Physical Counts All editable fields can be scanned if your mobile device supports barcode scanning. In an editable field, besides, entering a value or selecting a value, you can simply scan the field. For example, if you are on an editable field like Item, you can scan the item number with a barcode scanner. Select the Item field by tapping on the field and then scan in the item number. The item number gets populated in the Item field and the focus moves to the next field on the screen. Physical Count List The physical count is typically a number you adjust at predefined intervals, such as monthly, quarterly, or annually. For each storeroom that carries an item, you can view the bin number, lot number, and the physical count that Maximo is currently reporting. After you have performed an inventory count, you can adjust the physical count for any storeroom and enter the count date. You can view the count list, adjust a physical count, create a new count and review physical counts which have been modified on the device. You can view the list of all items downloaded on the device that need to be counted in the Physical Count List screen. You can also view the details of each item in this screen. Barcode Scanning Using the physical count list If a barcode is scanned while on the Physical Count screen, the application validates the scanned ID against the item numbers in the physical count list. If a match for the item is found, you are brought to the Count Details screen. If more than one match is found, you will need to select the appropriate record. If no match is found, the application prompts you with a message stating that the item was not found and asks if you would you like to create a new count for the item. On tapping Yes, you will be taken to the Count Details screen and the item number defaults to the value you scanned. Following are some of the ways you can use the Physical Count screen. On the Mobile Inventory Manager Start Center, tap the Physical Count link. The Physical Count screen appears. 4-2 IBM Maximo Mobile Inventory Manager: User s Guide

21 Physical Counts Adjust Physical Counts! You can view a list of all the items on your device.! You can tap an item to display its details. The Count Details screen appears.! You may tap Create New Count to create a new physical count for an item that is not displayed in the count list. You can adjust a physical count for a item already in the count list by entering a new count value. To adjust a physical count 1 Navigate to the Count List screen and tap the item for which you want to adjust the physical count. The Count Details screen appears. Create a New Count 2 Enter a new physical count in the New Count field. 3 The Count Date field defaults to the current date and time. You can however modify the date and time to reflect the date and time the physical count was taken. 4 Tap Save and Return to Count List to save the record and return to the Count List screen. You can also tap Save and Count Next Item to save the record and adjust the physical count for the next item in the count list. Upon saving a physical count for an item, that particular item gets removed from the Count List screen. This ensures that the Count List screen only displays items that are yet to be counted. You can add a new physical count for an item that is not displayed in the count list. To create a new count 1 On the Mobile Inventory Manager Start Center, tap Create New Count. The Count Details screen appears with all the fields blank. You can also create a new count from any screen where the Actions tab is present in the command bar. 2 In the Item field, select an item for which you want to create a physical count. 3 In the Storeroom field, select a storeroom for the item. 4 In the Bin field, select a bin for the item. NOTE Make sure that item and bin combination you enter does not already exist in the count list or the review list. This is necessary to avoid any duplication of counts on a particular item and bin combination. On entering a item and a bin, the device checks to see if the item and bin combination exists in the count list and review list. If a match exists, an error message is displayed. 5 Enter a count for the item in the New Count field. Using the Mobile Inventory Manager Application 4-3

22 Physical Counts 6 In the Count Date field, tap Select Date and Time to select the date and time on which the physical count was taken. 7 Fill in additional values in other fields as needed. 8 Tap Save and Return to Count List to save the record and return to the Count List screen. View Review List You can view all records that have been modified and saved on the device. These records have not yet been committed to the transaction queue on the device to be uploaded to the Maximo server. You can further modify these records or commit one or more records to the transaction queue on the device to be uploaded to the Maximo server at the next available connection. NOTE If the Review Work check box, in the Preferences option under Menu in the Start Center, has not been selected, the Review List screen will not be displayed. Barcode Scanning To view/modify records in the Review list If a barcode is scanned while on the Review List screen, the application validates the scanned ID against the item numbers in the Review list. If a match for the item is found, you are brought to the Count Details screen. If more than one match is found, you will need to select the appropriate record. If no match is found, the application prompts you with a message stating that the item was not found and asks if you would you like to create a new count for the item. On tapping Yes, you will be taken to the Count Details screen and the item number defaults to the value you scanned. 1 Navigate to the Count List screen. 2 At the bottom of the screen, tap the Review List icon. The Review List screen appears displaying all the records saved on the device. 3 To further modify any record, tap on that record. The Review Details screen appears. 4 Only the values in New Count and Count Date fields can be modified. 5 Tap Save and Return to Review List to save the record and return to the Review List screen. 6 You can also tap the Commit Selected Transactions icon or tap Commit All Transactions from the Review List screen and commit these records to the transaction queue on the device to be uploaded to the server upon connection. The transactions committed will be removed from the Review List screen. 4-4 IBM Maximo Mobile Inventory Manager: User s Guide

23 Issue Items Issue Items You can issue items to a work order or other charge entities from your mobile device. You can also issue items that are reserved for use in a storeroom. You can view the reservation list, the review list, create a issue viewing all its details, or create a quick issue right from the Reservations List screen without viewing any details. Reservation List Once a work order has been approved, Maximo creates a reservation for any inventory items that were planned against a storeroom. You can then issue items to satisfy these requirements. From the reservations screen, you can view the list of inventory item records on your device that have been reserved to be issued. Barcode Scanning Using the reservation list If a barcode is scanned while on the Reservations List screen, the application validates the scanned ID against the item numbers in the Reservations list. If a match for the item is found, you are brought to the Issue Details screen. If more than one match is found, you will need to select the appropriate record. If no match is found, the application prompts you with a message stating that the item was not found and asks if you would you like to create a new count for the item. On tapping Yes, you will be taken to the Issue Details screen and the item number defaults to the value you scanned. Following are some of the ways you can use the Reservations List screen.on the Mobile Inventory Manager Start Center, tap the Issues link. The Reservations List screen appears listing all the items on your device that are reserved to be issued. The item, storeroom, work order and quantity of the item is displayed on this screen.! You can tap a item to view its details. The Issue Details screen appears.! You can tap Create New Issue to create a new issue without referencing a reservation and entering all the details for the issue manually. Create a Quick Issue! You can tap the Quick Issue icon against an item record to automatically create a new issue against the reservation for that item. You can create an issue automatically against the reservation for that item without having to review or modify any details. To create a quick issue 1 Navigate to the Reservations List screen. 2 Tap the Quick Issue icon against the item record for which you want to create a quick issue. Using the Mobile Inventory Manager Application 4-5

24 Issue Items 3 If the Confirm Quick Issue check box, in the Preferences option, has been selected, a confirmation message box appears asking you if you want to issue this item. 4 Tap OK to confirm it. NOTE A quick issue cannot be created for a rotating, condition-enabled, or a lotted item. In such a case, an error message appears informing you about it. Create a "Standard" Issue You can create a standard issue from the Reservation List screen. To create a standard issue 1 Navigate to the Reservations List screen Create New Issue 2 Tap an item. The Issue Details screen appears. You can use barcode scanning functionality on this screen. Refer to "Barcode Scanning" in the Reservation List section of this chapter. 3 If the item is a rotating one, enter the rotating asset number associated with the item in the Rotating Asset field. 4 If the item is condition-enabled, enter the condition code to specify the current condition of the item in the Condition Code field. 5 If the item is a lotted one, enter the lot number of the item in the Lot field. 6 Enter values in others fields as needed. 7 Tap Save and Return to List to save the record and return to the Reservation List screen. You can also tap Save and Issue Another Item to save this record and begin the process to issue the next item on the Reservation List screen. You can create an issue manually without referencing a reservation for that item. To create an issue 1 On the Mobile Inventory Manager Start Center, tap Create New Issue. The Issue Details screen appears with all the fields blank. You can also create a new issue from the Reservations List screen or any screen where the Actions tab is present in the command bar. 2 In the Item field, enter a value or tap Select Value and select an item for which you want to create an issue. 3 In the Storeroom field, enter a value or tap Select Value and select a storeroom for the item. 4 In the Site field, enter a value or tap Select Value and select the site of the item. 4-6 IBM Maximo Mobile Inventory Manager: User s Guide

25 Issue Items 5 If the item is a rotating one, enter the rotating asset number associated with the item in the Rotating Asset field. 6 If the item is condition-enabled, enter the condition code to specify the current condition of the item in the Condition Code field. 7 If the item is a lotted one, enter the lot number of the item in the Lot field. 8 Enter the quantity of the item in the Quantity field. 9 Enter values either the Work Order, Asset, Location, or GL Debit Account fields. 10 Tap Save and Return to List to save the record and return to the Review List screen. View Review List You can view all issue records that have been modified and saved on the device. These records have not yet been committed to the transaction queue on the device to be uploaded to the Maximo server. You can further modify these records or commit one or more records to the transaction queue on the device to be uploaded to the Maximo server at the next available connection. NOTE If the Review Work check box, in the Preferences option under Menu in the Start Center, has not been selected, the Review List screen will not be displayed. Barcode Scanning To view/modify records in the Review list If a barcode is scanned while on the Review List screen, the application validates the scanned ID against the item numbers in the Review list. If a match for the item is found, you are brought to the Issue Details screen. If more than one match is found, you will need to select the appropriate record. If no match is found, the application prompts you with a message stating that the item was not found and asks if you would you like to create a new count for the item. On tapping Yes, you will be taken to the Issue Details screen and the item number defaults to the value you scanned. 1 Navigate to the Reservations List screen. 2 At the bottom of the screen, tap the Review List icon. The Review List screen appears displaying all the issue records saved on the device. 3 To further modify any record, tap on that record. The Review Details screen appears. 4 Make the necessary modifications to the fields. 5 You can tap Commit Selected Transaction to commit this record to the transaction queue on the device to be uploaded to the server upon connection or tap Save and Return to Review List to return to the Review List screen. 6 In the Review List screen, you can tap against each record to commit a particular transaction or tap Commit All Transactions to commit all the Using the Mobile Inventory Manager Application 4-7

26 Receive an Item Against a PO Receive an Item Against a PO PO List transactions displayed in the Review List screen. The transactions committed will be removed from the Review List screen. You can view the list of POs downloaded on the device and available to be received. Only POs with a status of Approved or In Progress get downloaded onto the device. Barcode Scanning Using the PO list If a barcode is scanned while on the PO List screen, the application validates the scanned ID against the PO numbers in the PO list. If a match for the scanned PO is found, you are brought to the PO Lines/Continue Receipts screen. If more than one match is found, you will need to select the appropriate record. If no match is found, the application informs you with a message stating that the PO was not found. Following are some ways you can use the PO List screen. On the Mobile Inventory Manager Start Center, tap the PO List link. The PO List screen appears.! You can view all the POs on your device.! You can tap a PO to display its details. The PO Lines/Continue Receipts screen appears displaying the line items for that PO.! You can tap the icon at the bottom of the screen to view all receipts that have been modified and saved on the device. PO Lines You can view the PO lines for each PO on your device. Barcode Scanning Using the PO lines If a barcode is scanned while on the PO Lines/Continue Receipts screen, the application validates the scanned ID against the item numbers in the PO Lines/Continue Receipts screen. If a PO line match for the scanned item is found, you are brought to the Continue Receiving screen. If more than one match is found, you will need to select the appropriate record. If no match is found, the application informs you with a message stating that the item was not found. Following are some ways you can use the screen displaying the PO line details. Navigate to the PO List screen. Tap a PO to view its line details.! You can view the PO lines for the selected PO! You can tap on a line to view its details.! The Continue Receipts tab may appear on this screen if receipts exist that require inspection or rotating assets. If you tap Continue Receipts, a screen appears displaying the PO lines that you would like to continue receiving against. This screen lists all lines for the selected PO where the 4-8 IBM Maximo Mobile Inventory Manager: User s Guide

27 Continue Receiving Receipts Receive an Item Against a PO receipt status is either waiting inspection (WINSP), i.e., the next step for the receipt is to perform inspection or waiting an asset ID (WASSET) where the next step for the receipt is to perform the rotating item receipt. You can continue to receive against those existing receipt lines whose receipt status is either waiting for an inspection or waiting an asset ID. The Continue Receipts tab appears only if receipts exist that require inspection or rotating assets. To continue receiving receipts 1 Navigate to the PO List screen. 2 Tap the PO for which you would like to continue receiving against. A screen appears displaying the line details for the selected PO. 3 Tap the Continue Receipts tab. A screen appears listing all the PO lines for the selected PO where the receipt status is either waiting inspection (WINSP), i.e., the next step for the receipt is to perform inspection or waiting an asset ID (WASSET) where the next step for the receipt is to perform the rotating item receipt. 4 Tap a PO line. The Continue Receiving screen appears. All fields are readonly and you can only continue receiving receipts by either inspecting the line item or receiving the rotating item. 5 Depending on the line item being received, tap Inspect Line Item or Receive Rotating Item. If the item being received is both rotating and requires inspection, the Inspect Line Item link is first displayed. After the inspection has been conducted then the Receive Rotating Item link is displayed. 6 If you don t want to continue receiving, tap Return to PO List to return to the PO List screen. You can also tap Return to PO Lines to return to the PO Lines screen. Inspect Line Item If the PO line item requires inspection, you need to conduct an inspection in order to complete the receipt process for the item. To inspect line item 1 Navigate to either the PO lines/continue Receipts screen or the Continue Receiving screen. 2 Tap Inspect Line Item. The Inspect Line Item screen appears. 3 You can modify the received quantity in Accepted Quantity field. 4 You can reject an item by entering a number in the Rejected Quantity field and also provide a reason code for the rejection in the Reject Code field. 5 If the line item is a rotating item, tap Receive Rotating Item. Using the Mobile Inventory Manager Application 4-9