There is no standard way to do this so best suggestion is to create a custom event which will enable to you set a monetary limit and if it is exceeded then automatically put an approval on it. @anbouk do you have any documentation to share describing how to configure an approval on an inventory transaction?
We also require this feature.
I submitted this as an enhancement idea here, please upvote or advise if this is available in versions newer than 10.
@Tim We are using Apps10 in an on-premise environment, so if you are on Cloud or hosted the solution may not work. But for anyone who might find it helpful, our solution was to make a read-only custom field in PurchaseOrderLine. The full expression I’m using is: Receipt_Info_API.Get_Sum_Qty_Arrived_By_Source(ORDER_NO, LINE_NO, RELEASE_NO, Null, 'PURCHASE_ORDER') And for reference, these are the parameters to be passed through that function: I leave the last two out so they default to null.
@MDDTJAMU Not exactly - we have learned to look at the Shop Order Costs page. Actual Cost tab, Actual Accum Cost column - we are taking the sum of this column to be the true cost of the order. This includes both materials issued and labor/machine costs incurred during operations. Actual Cost Details tab shows the breakdown of each cost bucket. If an order is scrapped, it is believed the cost includes all operations completed up to but not including the operation it was scrapped at, plus all materials issued to that point. We can mostly reconcile the costs reported here with the Part Cost History Detail > Cost Build-up (we must take the cost that was effective at the time the transaction was performed) for the part # of each row, multiplied by the quantity on the transaction. However, we still have the transactions here labeled Scrapping in Operation, the sum of which match what is reported in the Inventory Transaction History record for the scrap reporting, and it is still unclear
@ken miles our business has struggled similarly in that we require customer credit invoice approvals over a certain dollar amount. Have you discovered an effective workaround? I have created an Idea on the community to introduce this as a feature. Please vote on it if you would like to see this feature introduced!
@MirjaK our business has struggled similarly in that we require customer credit invoice approvals over a certain dollar amount. We are also on APP10. Have you discovered an effective workaround? I have created an Idea on the community to introduce this as a feature. Please vote on it if you would like to see this feature introduced!
Hi @acjedynak, You can get this information from the below screen. Here I have used a example of purchase requisition same applies for shop order requisitions as well. If you want to display kanban card no in shop order then you create a custom field and get the information from this view. Hope this helps!! Regards, Mithun K V This is the solution! Thank you!
This was solved by using the Receipt_Info_API.Get_Sum_Qty_Arrived_By_Source API call in a custom field.
Thank you @Dilan Senevirathne . Do you know best approach for the custom field solution, such as what field(s) from elsewhere in the application best reflect the received qty for purchase order lines? Thank you,Adam
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