Topics started by Tenecia.Seeley

27 Topics

Connect SQ to Existing BO

In apps9 is it possible to connect a Sales Quote to a Business Opportunity. I know I can create the BO and then RMB to create the SQ. But in the event I need to go the other way, can I do that?

1 month ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Update Unit Cost on Inventory Part

How do I update unit cost on an inventory part that is set as weighted average?

3 months ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Configuration Not Transfering to Incoming Customer Order

We have a CO → PO → CO process in place. Part# 1 is configured in CO#1 with supply code of Int Purch Dir. PO#1 is auto created - config details are displaying on PO CO#2 (Incoming Customer Order) is not showing the configurationNote - this is working 98% of the time, but there been a few occasions where the config is not transferring and we cannot determine why. Any help is appreciated.

5 months ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Finance (Financials)

How to inactivate a sales charge type

I no longer need a sales charge and want to remove it or inactivate that?

8 months ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Service (Touch Apps, MWO, MRO)

MWO Maint Org

Currently we use Maint Orgs to limit what objects a user can see in MWO. This works for most of our employees, however, we have a few who can see more than they should. How do we rectify this situation?

9 months ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Auto Close Business Opportunity

I am wanting to understand why the business opportunity does not auto close when the attached sales quote was converted to an order and subsequently closed. Example: BO#1 → Converted to SQ#1 → Converted to CO#1 BO Status = Confirmed - why is this not closing?SQ Status = ClosedCO Status = Released

11 months ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Finance (Financials)

Customer Net invoice with Credit on Account

We have a situaltion where we need to provide a customer with an invoice that shows we applied a credit on account to the total. Example:Customer order/invoice total = $100Credit on Customer acct = $25Customer now needs a new invoice that shows Total = $100 Less Credit $25 with Total Due = $75 Any suggestions?

1 year ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Finance (Financials)

Invoicing Specific Payment Milestones but need to make changes to order lines

We work of contracts where our payment terms are identified and typically run based on a milestone of delivery dates, etc. We are currently using staged billing. The problem we are running into is as follows:Order is created, staged billing created, order is released.We go to build (CTO) and config changes or our qty was wrong. Right now, we are not able to make changes that do not effect prices. We have to close the order line manually and create a new line on the order. We would really like a better solution for this. Any ideas welcome.

1 year ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Products (Manufacturing, Products, Engineering)

Intersite Purchase order to Customer Order freight

We are having issues with freight being added to an intesite order and holding up the closing of the order and not transferring back to the PO. Thoughts on why this would be happening? Our scenario is as follows:PO is created by Site A to get inventory from Site B. Customer Order is created from PO in Site B. Site B ships the items to the address for Site A via our shipping tool Freight tracking tab is populated with data Freight gets stranded right now on the customer order Thanks!

1 year ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Service (Touch Apps, MWO, MRO)

Service Contract Credits

When an order is created from a service contract but we determine it was created in error, what is the best way to back this out? Right now the only thing we can do is post the invoice, then perform a credit and then re-enter the service contract. Thanks!

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Supply Chain

Cycle Counting on Shop Order Items

When pulling a cycle count report, it’s including parts that have been reserved. Is there a way to eliminate anything in reserved status? Thanks!

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Products (Manufacturing, Products, Engineering)

Configured Part on a Manual Purchase Order

How do I add a configured part to a purchase order to a supplier who has a remote ware house with our stock that we need them to build a finished good with?

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Products (Manufacturing, Products, Engineering)

Register PO Arrival Error

We are receiving the following error when we try to Register Purchase Order Arrivals. We have no supplier material. “You have to enter a value for the Backflush Location”

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Purchase Order Cost - Updated after Receipt

Hello! We have a scenario where we received on a PO but then found the cost on the PO was incorrect. We are able to upate the cost on the PO but the cost change is not reflecting on the manual supplier invoice so we are unable to pay the correct dollar amount to our supplier. Any suggestions?

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Products (Manufacturing, Products, Engineering)

Cleanup of Inventory

We are at our fiscal year end and need to be able to run the Cleanup of Inventory task on items that have a transaction within 24 hours. Is there a way around this issue?

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Supplier Material

When we have a cusotmer order to purchase order that requires supplier material, where can I go after reserving/picking, etc. to see what supplier matierial was consumed on that purchase order?

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

Inventory Part Availablity Planning showing incorrect info

We have a part showing up in the Inventory Part Availablity Planning screen that no long has open demand on the order. The order line has been delivered of all quanties already. How do we get our planning screen to reflect that this order has no demand?

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Purchase Order Direct Ship Via Logic

Hello!When entering an order with supply code of purchase order direct, how does the ship via hierarchy work on that? Our expectation was that the PO would inherit the ship via from the customer order. Example:Customer Order → Delivery Info → Ship via of Next Day Air Purchase Order → Misc Order Info → Ship Via created as Standard Ground Purchase Order → Part Order Lines → Purchase Order Line Address → Delivery Information → Ship Via created as Standard Ground

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Copy Project - Task Line Qty not copying

When we copy a project into a new project, the task lines are copying but the qty is not. Am I missing something?

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Closing an RMA

We have an RMA where the only thing we have on it is a charge line, no Return Material Lines. That charge line has been approved for credit and processed. We cannot get the RMA to close. Any help would be appreciated.

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Cycle Count Warning Message

We have a remote warehouse we are trying to pull a cycle report on but we are getting the following error message:

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer Consignment Stock - Order Line Status

We consumed a qty on the customer consignment screen. Customer order line shows history of invocing as well as showing the invoice itselft as (PaidPosted) however the line is still showing as delivered and we cannot return items until the line status changes. Any ideas?

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Finance (Financials)

Revised Qty on Customer Order Line

We have a background job error on customer orders but I have never seen a field called revised qty to make the update to get the error to go away.

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer Order Line Status - Not changing to Invoiced

We have a customer order where we have 2 staged billing lines on. The lines have been completely invoiced and have also been completely delivered. The lines are still showing delivered as the status instead of invoiced/closed. Why?

2 years ago

Tenecia.SeeleyDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Background Job Message

We recently ran across this backgound job message and I am not familiar with it. COMPANY101PROJECT_IDADSCDORCHEEXCLUDED_STATUS1 EXCLUDED_STATUS2 EXCLUDED_STATUS3 SUB_PROJECT_IDACTIVITY_SEQ Any help is appreciated!

2 years ago

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Topics started by Tenecia.Seeley

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