Hi,The ‘Discount Type’ setting on the site level for is actually not used in the automatic discount retrieval, it is only used as a ‘default’ when applying manual discounts to a Customer Order line. There are two ways to enter a discount manually to a Customer Order Line, option 1 the user will save the line and then select the line and chose the Order Line Discount option to add/update a manual discount, selecting a Discount type applicable to the type of discount you are applying. Option 2 allows the user to simply put a value in the Discount (%) field on the customer order line when adding the order line details. On saving of the customer order line the system then uses the default Discount type from site setting to create the Discount line associated. SO my Site setting has ‘G’ as the default setting, when I look at the BD for this note there is no value in the discount % When I enter a value in the Discount (%) field on my Customer Order line, on saving of the line it uses this
Hi,If it is Supplier Agreements you are referring to, it is possible to create a Supplier Agreement line for a non inventory Purchase Parts (purchase part indicator for Inventory Part = No) Kind regards Deb
Hi, I am assuming that you have performed the Return to Supplier by registering the inspection results in the Receipt window and reporting the qty to be returned with a Return reason code. I am unsure of what version you are on but certainly in APPS10 and CLOUD, there is also an option to ‘Undo Inspection results’ which therefore allows you to report the source qty to correct and effectively undo your original inspection results. This will then show as status ‘To Be Inspected’ where you can simply ‘Approve’ the received qty and goods will be returned to your inventory. Hope this helps. Kind regards Deb
The above reply provides the customer with the necessary steps and possible CRIMS to support the requirement, however I would also politely need to ask the question of why we are implementing an ‘undo’ process when maybe we should ask why these ‘errors’ are not being identified at source i.e is this not part of the Authorization process prior to creating the Purchase order? Just a question, and maybe there are valid reasons and genuine scenarios where this is not possible, but certainly worth the prompt I would suggest Kind regardsDeb
Yes it is possible, if you RMB in the header of the Sales Quotation you can select Quick Register Customer, enter an ID and select category of ‘Prospect’ whereby you only need to entner default Language and Country(?) . This allows you to then enter the quotation and any specific info required by the customer in the quotation and only when the quotation is ‘won’ will you then convert the ‘prospect’ to an actual customer allowing you then to convert the quote to an order. Hope this helps Kind regards Deb
Hi,It will depend on how your parameters are set on the site/Sales and Procurement tab. If you wish it to take into account the delivery date you will need to ensure the Pricing method is set to Delivery Date (see below) I hope that helps Kind regardsDeb
glad to be of help
Hi,If you require the Released Purchase requisitions to remain and be included as supply for MRP you need to check the below setting on Site/ Manufacturing Tab This will ensure that any ‘Released’ po’s are not deleted when re planning processes. Hope this helpsKind regards Deb
Hi,In APPS8 I think this is the setting you are looking for This has moved to the Company record in future releases Hope this helps.Kind regards Deb
Hi,I think this is due to the Max Order Amt/Base field having a value. As this is a conditional field the system is therefore recalculating the requirement for a charge line as soon as you change the qty. The freeze price flag has no effect on this and still results in the charge line being re-added and I don’t believe there is another way to freeze the charges If this field (or the min amount field) is not populated the charge line is not re-added therefore I think you may need to assess the business need to have this Max order amt populated (I’m sure there is likely a use case that required this) on the SFPP record. Otherwise I suspect it may need to be reviewed as a CRIM. Hope this helps. Kind regardsDeb
Hi,No transport task is created in relation to a material requisition. It is possible to enter an Internal destination to specify where the request has come from and therefore where the parts need to be taken to, but no transport task is generated. RegardsDeb
Hi,I think this is the checkbox that needs enabling if you want ot be able to manually fetch the Authorization rule. Kind regards Deb
Hi,Inventory Part Availability Exceptions will show you - you will need to generate the job first - ‘ Generate Inventory Part Availability Exceptions’ (this can be scheduled) Hope this helps.
Hi, If you are referring to a part that is set up as a Purchase part but not checked as ‘Inventory Part’, there is no status flag as such, however there is no real need to mark this as ‘blocked’ as the part cannot be used on a Purchase Order anyway unless it has been connected to a Supplier (the part will not appear in the lines LOV having entered the Supplier in the header and you would not be able to convert from purchase req/quotation until this link had been created). If the part has been connected to the Supplier the setting on the Supplier for Purchase Part should be sufficient to block any supplies.If you want ‘visibility’ that the part should not be used and should not have a supplier connected, I guess you could create/add a Purchase group of ‘Discontinued’ so that this is visible to the user. This would need to be done in conjunction with ‘finance’ to validate any cross functional implications.
Hi, Is this using Purchase Component method and if so is this Supplier Material to ship the goods to the external supplier or is it using Customer Order (Supplier set as customer?) If so, I think if it is the Supplier Material method, Export control will not work. There is validation on the procurement side for incoming Purchases that will ‘advise’ that a license is required (but not block without license) , however if you are using the Customer Order process I would expect the Export Control functionality to apply. I hope this helpsKInd regardsDeb
I’m pretty sure if you enable the ‘Advance Invoice Full Paid Check’ on the Customer / Order/ General tab you can achieve this requirement. When creating the customer order, whilst header is planned, create advance invoice and perform Manual reservation. When releasing the Customer Order the order will go straight to Blocked with Blocked reason of ‘The Customer Order is blocked. Payment Pending Advance Invoices Exist.’Note that if you Release the Customer order, create the advance invoice and try to use Automatic reservations / Reserve Customer Order the order will automatically go to blocked. If you then try manual reservations you will get an error and you won’t be able to reserve so the sequence of input is important.The above screen shot is in Cloud but this is also available in Apps 10 EE and possibly before then.I hope this helpsKind regardsDeb
Hi,Have you considered using Handling Units for your stocked items? By adding items to handling units in your defined quantities, perhaps you could then utilize a combination of Handling Unit Optimization and Automatic Reservation Priorities (Largest qty on Handling Unit) to ensure the system does the correct reservation for you allowing you to achieve option 1 Hope this helps Kind regardsDeb
Hi Bilal, It is only possible for Create Agreement Release to create one order line on the purchase order. It is generally a way of allowing users to generate a Purchase Order for short term releases, or for parts where for example they may need to arrange the supply outside of general office working hours, but where terms and conditions have already been agreed and therefore require no further authorization prior to supply, maybe in the case of needing to orders machine replacements parts to reduce the operational downtimeI hope this helps Kind regardsDeb
Hi, The reserve customer order function is seen as ‘manual intervention’ and won’t therefore restart the Automatic Order processing from the Order type (and is also why you are not seeing a background job as it is executed immediately). If you try using the ‘Create Customer Order Reservations’ option, I believe this will reserve your order line and engage the next steps in your order type automatically.The ‘Create Customer Order Reservations’ task is often set up as a scheduled task, maybe run daily (or more dependent on the frequency of supply) to specifically identify and reserve these customer orders that maybe don’t have availability at the point of releasing the order.
Hi,On your Supplier for Purchase Part record you have the ability to have an alternate Purchase UOM to the inventory UOM, to reflect the UOM you buy the item in. In your example above you would have the inventory part UOM as ‘pcs’ / ‘ea’ and then on the associated SFPP record the ‘Purchase UOM’ would be ‘BOX’. You would then need to define the conversion factor between the two (in your example conversion factor would be 100 to represent 1 box = 100 in inventory.)When you raise the Purchase order it will use the Purchase UOM on the order line i.e. 1 box however when you register the arrival, the system automatically recognizes that 1 box equates to 100 individual items and books 100 into inventory, so what you will see in your IPIS is a qty of 100, and this is what will be utilize on your work / shop orders as the inventory UOM. From a pricing perspective you can also define if the pricing should be per box or individual and apply the relevant information in the Price UOM and price conv
Yes, you need to run the ‘Cleanup of Inventory’ routine…. can also be set as a scheduled task….. based on the criteria you choose this will remove your locations with zero quantities
Hi, just to clarify, the default location is used to facilitate the receipt handling of a part when registering the arrival and not the reservation process. I believe in APPS 9 the basic principle is FIFO with the added priority of expiration date where these are defined i.e. earliest expiration date, any durability days/rules defined per part / customer, and where these are not used then standard reservation will be based on FIFO.As mentioned above there are some additional controls in later versions to handle reservations, but I think based on the above the only option you have is to ensure that all other locations than the one you want to be able to reserve from are set with an Availability control where auto reservation is set to ‘not allowed’ therefore forcing the system to only use the location(s) with no controls. This could become a maintenance nightmare unless you have some logic/process to stock being replenished in the location stock should be reserved from. I think in Apps
I don’t believe it is currently possible to add without customization. I had a similar issue with a Shipment picklist generated from a Project Deliverables structure (no customer order connection) and this was not possible without customization.
Hi, as mentioned above, the department (and phone) field is pulled from the requisitioner ID for the requistioner defined in the header (set up as basic data against the requisitioner) with the idea being that whoever from procurement is handling the requisition can see the department or contact details of the originator should they need to discuss any details with them. However, I see from your screen shot that your requisitioner is WO (i.e. system generated) so I suspect your scenario is actually to enable a link back to the person handling the request from the Work Order, as currently they would therefore need to go back to that work order details to get visibility of who to discuss any issues with. As also mentioned in the previous replies, usually it would be maybe the planner for that part (if it was a part) though this defaults from the inventory part, buyer or potentially you could use the Technical co-ordinator field on the req line when creating it from the work order. As th
Hi, As above Customer Order lines have always been created in a Released status. However you have the option on the customer order line ‘ Release for Material Planning’ checkbox , the default for this is checked however if you uncheck it will not be considered by any of the planning tools or create pegged orders.Hope this helps
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