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Question was raised by one of the customers regarding the following.

 

Customer has ordered 6 of a part for a project.

Accidently they receive 12 into project inventory.

The mistaken 6 received were counted out and not done as a cancelled receipt.

The project still think there are 6 more to ship or deal with yet they aren’t there.

 

How can we close this activity and remove it from the Unfinished Activity work.

 

Hi @Buwaneka Paranamanna,

 

In which UPD version you are seeing this issue ?

I checked in the APP10 latest core and there I did not see this issue. Perhaps I’m missing some steps or a code correction is there.

Hi @Buwaneka Paranamanna

  1. Have they changed quantity to 12 in PO line then Project Demand quantity is 6 ?
  1. What do you mean by “counted out” exactly what the function here?
  2. Please attached a screenshot of the message in “Unfinished Activity work”

They it would be much easy to answer.

 

/Kasun

Hi @Tharindu Illangasinghe , @Kasun Manuranga 

In APP10 latest core, 

In Activity created a Pur req line for a quantity of 6.

Processed and create a Purchase order

In Receipt window add a quantity of 12 instead of 6

From the Count per inventory part window counted a quantity of 6.

Now there’s no available quantity in inventory.

When I try to close the activity, I’m getting following error.

 

 

Hi @Buwaneka Paranamanna,

 

The messages you are seeing are not due to the excess qtys you have received against PO. 

Message 1 
This means that there are inventory transactions with postings connected to your Activity,  and these need to be transferred to financials. 

Execute “Transfer Inventory Transactions” job for the Site 1 > This will create a voucher (in the holding table) > Update that voucher to GL (for that you can use “Update GL Vouchers” job)

Message 2 

Now that you have a remaining 6 qtys (after counting) these are in allocation to the project inventory. You will either have to

  • Issue these to the Activity (enter a Misc. Parts demand line in the activity, for the same part, and the RMB and Issue), or
  • transfer them to standard inventory (there is an RMB option in the Inventory Part in Stock window,

These actions will create new transactions, so follow the same process as I have explained under Message 1 topic.

 

Message 3

This message comes when you have not matched a supplier invoice for the PO. For that, you will either have to 

  • create a Manual Supplier Invoice and match the PO, or
  • In the Receipt widow search the receipt for the PO > Purchasing Info tab > set a date for ‘’Closed Date’ field

 

Try to close the Activity after attending to these messages.

Hi @Tharindu Illangasinghe Thank you for detailed explanation. 😀

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