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Cannot Delete Work Task Cost Lines

  • 12 May 2023
  • 5 replies
  • 173 views

Badge +3
  • Do Gooder (Customer)
  • 6 replies

A user created a work order and a purchase requisition for a service part required.  The PR was processed to a purchase order and received and closed.

The PR and PO process was a mistake and we cancelled the receipt, cancel the order and got the requisition to planned state again.  The requirement was to rollback the purchase raised.

 

Now we cannot delete the PR due to there are two cost lines created against the work order related to the purchasing. 

 

The delete transaction option is disabled for transaction type ‘Work Task Purchase’    in the work transaction window. 

Now we are in a situation where we cannot finish the work order due to the PR and we cannot delete the PR due to the cost lines.

 

Do we have any options here?    We are on APP10 UPD13. 

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Best answer by Roshan Madusanka 12 May 2023, 09:45

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5 replies

Userlevel 3
Badge +6

Hi CSL,

Please below explanation.

As per your steps mentioned, after cancelling the Purchase order, you are receiving an Information Message as “Reopen Purchase Requisition Line(s) and Connected Approval Quotation Lines(S) ?”

On the above if you click ‘Yes’ only it will reopen the requisition. Otherwise, it will be in the closed status. Once the Purchase Requisition is transferred to a Purchase Order, the Requisition is closed. The Purchase Order remains connected to the Work Order/Work Task

We can change the requisition status to planned. But it is not possible to cancel requisition. There are connected work task cost lines.

As per my knowledge when work task cost transaction line was created it cannot be removed from work task.

When creating a transaction via Work order requisition tab, Work task Cost tab gets updated automatically with a positive cost line when you GRN the Purchase order line/s. In a case if you cancel the relevant GRN, the system automatically generates a Negative cost line in the relevant Work Task\Cost tab which is correct.

Then you will not have the cost on work task.

Please find below image. I followed the same steps to cancel the requisition and as you can see the system automatically generates a Negative cost line in the relevant Cost tab



Hope this helps.

Best Regards,
Roshan

Userlevel 5
Badge +13

Hi @CSL,

 

So by cancelling the receipt, a negative cost is created.

We had the same issue with another customer and they made also a mistake in this flow. Before they canceled teh receipt, the made a change order of the PO, see

 

So please follow the step of @Roshan Madusanka, then the cost on the Work Task are correct.

Question to @Roshan Madusanka , What does GRN stand for? Do you mean the PO Receipt?

 

Good luck,

 

Robert

Userlevel 6
Badge +17

Hi @CSL @Roshan Madusanka ,

I can suggest the below work around to close the work order in this circumstances.

  1.  Again convert the requisition to order by releasing the PR
  2. Now PO will be created
  3. Cancel the PO and choose not to re-open PR 
  4. Now the status of PR will be closed and you can finish your work task and then work order.

@EqeRobertK ,

GRNI stands for Good Received Not invoiced ( posting M10) this will be triggered when receipt is created and not invoiced.

Hope this helps!!

Regards,

Mithun K V

Badge +3

Thanks a lot @Roshan Madusanka  @EqeRobertK @EqeMithuV 

Userlevel 3
Badge +6

Hi @CSL,

It’s a pleasure to help you with this.

@EqeRobertK 

Hope you had your answer :)


Best Regards,
Roshan 

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