How to update Annual YTD Rollover for Inventory using Escalation

Many time my friend ask me is it possible to run escalation to rollover annual YTD for Inventory items?

Yes  It is possible to run escalation to rollover annual YTD for Inventory items.

Please find steps  , which will explain how to setup  test  escalation for  one item Once it works correctly, you  can set the condition to 1=1 to update all the item records

Screen shots of the actions in the action group: 

Where is the Module, Application and the relationship between Module and Application information saved? In which tables in that information saved?

Information re Modules is saved in the MAXMODULES table.
Information re Applications is saved in the MAXAPPS table.
Information re the relationship between Modules and Applications is in the MAXMENU table. 

The example shown below is about the Work Orders module.

1. Module information about 'Work Orders'
Run the query below.

SELECT * FROM MAXMODULES WHERE DESCRIPTION = 'Work Orders'


The module for Work Orders is WO.


2. Which applications belong to the WO module ?
Run the query below. The applications belonging to the WO Module are then displayed.

SELECT KEYVALUE FROM MAXMENU 
WHERE MENUTYPE = 'MODULE' AND ELEMENTTYPE = 'APP' AND MODULEAPP = 'WO' 
ORDER BY POSITION


3. Information re the Application's name
Run the query below. The name of the applications belonging to then WO Module are then displayed:

SELECT APP, DESCRIPTION FROM MAXAPPS WHERE APP IN (
SELECT KEYVALUE
FROM MAXMENU WHERE MENUTYPE = 'MODULE' AND ELEMENTTYPE = 'APP' AND MODULEAPP = 'WO' )

Why do I not receive the memo via email?

In Maximo, :WFASSIGNMENT.CURRENTMEMO can be used as a way to include memo's in communications that are sent out. The current memo tag was designed to work from task nodes and will not work with other nodes. If added to other nodes, the memo added when the record is routed will not be included in the communications sent.

How can I make a field required conditionally for a specific group of users?

Using a Data Restriction to make a field 

Conditionally Required by Security Group

• In the Security Groups application there is a Data Restriction tab.
• In this tab there are three tabs, select the Attribute tab.
• The attribute tab allows you to create an attribute level restriction.
• Select the Attribute tab and select the New Row button.
• Enter the object value for the table the attribute belongs to.
• Enter the attribute value.
• If you want the restriction to be specific to an application enter an application value.
• Leave this blank for it to restrict in all applications it appears in.
• Select the type, in this case Required
• Use the double arrows next to the Condition field to launch to the Condition Expression Manager application to create your condition or if you already have a condition associate it.
• Save
• After all active user sessions that existed before the change end, the users will see this change take effect. ( Better to re-start Server once )