How to bring Customer Owned stock into Inventory

Hi ​@taenaren ,

I’ve just did a quick test in a Core environment (IFS Cloud 24.1.13) with a part set as ‘Customer Owned’ in Supplier for Purchase Part and when creating the purchase order line, system retrieves correctly the default Ownership as Customer Owned.

Which IFS version are you using?

Regards,

Pilar

Thanks Pilar. We are on IFS Cloud 24R2. 

Thanks ​@taenaren ,

New test in a Core environment with version 24.2.7:

Am I missing any step?. If this is correct, then I can only think that this Ownership field has a customized configuration to pre-set the default value, like conditional value in page designer. Please, check if that could be the reason.

Regards,

Pilar

​@Pilar Franco ​@taenaren 

This should be when a PO line is created by converting a PR. Even in 25R1I observe the same when converting a PR line to PO (a Customer Owner SFPP part). Pls confirm if that is the case. 

I vaguely remember handling a support case on this aspect back in IFS. ​@Pilar Franco I think a KBA should be available for this. :)
RnD gave some explanation and had a disagreement. ​@taenaren maybe you could report this to IFS again. 

Hi ​@Vimukthi Mahakumbura,

You are completely right. This issue was reported in 22R2 version and initially was going to be fixed, but R&D found several constraints that need to be addressed first. 

This is the R&D comment for your reference (Jira id SCZ-21583):

“Kindly note that during further investigations we noticed that if we deliver this requested correction, it will cause deadlocks in several other existing flows.

The reason is planning processes like MRP and PMRP don't consider customer-owned items as supply.

And in PMRP, it is a bit complex since it considers activity-level transactions with cost. The main concern here is that customer-owned stock does not require reporting the cost.

I.e. Have a material Demand with MRP where it eventually creates a PO with the customer-owned PO line and receive it. In this test flow, MR is automatically reserved with customer-owned parts, but we are unable to issue it. An error pops up: "You are not allowed to perform this transaction INTSHIP on Customer Owned Stock." To avoid this deadlock after our correction, we may have to think of restrictions placed on MR issue transactions (and of course other flows) as well.

Likewise, it involves Inventory Management, Manufacturing, Project and Work Order product areas to investigate thoroughly regarding its impacts before implementing, which is not possible under the support scope.

Therefore, this will be considered as an enhancement request.”

I found this Idea, related to this limitation:
 

I couldn’t find any Idea or KBA related to this issue.

​@taenaren, perhaps you may consider to follow up this idea or create a new one with this specific flow and refer to the Jira id as R&D requested to create this request as ​@Vimukthi Mahakumbura could check that this still is working in the same way in 25R1 and I also checked the same in our internal master track that will be 25R2, so then, not done yet.

Regards,

Pilar

I’ve been doing some more testing on this. The problem originates on the Purchase Requisition line. 

If I create a PO and add a line manually, the ownership defaults correctly. 

However, when I create a Purchase Requisition line for the same part, the Ownership defaults as blank and I have only 2 Rental options to select from if I try to enter the Ownership manually on the line. What options should I be seeing in the LoV?

From what I understood, there is a limitation in PR / PR Lines where it is not possible to define the ownership (Company Owned vs Customer Owned). In the Defence Industry here in Australia there is a heavy use of customer owned stock. How I overcame the challenge was to set a specific project group, and any purchase done on an activity on this project was supposed to be Customer Owned Stock only. I did some event actions and scheduled migration jobs to stop the PO from getting released if the Project/Activity connected to the PO lines are from the specific project group and ownership is not customer owned. The scheduled migration job, looked at all such stopped PO’s and flipped the ownership from company owned to customer owned and set the owner to the Customer of that Project.
Even more, if the business purchased the parts from an external supplier on behalf of the customer, the business had to pay the supplier via a supplier invoice. So I created a no part line with the exact qty and $$$ values via the automated migration job, so an invoice can be matched with the receipt. Note: you can’t match a invoice with a customer owned stock item receipt.

Hi ​@taenaren ,

As said in my previous post, this same issue when creating a purchase requisition line and converting into PO was reported to R&D and they provided the described reasons why a fix could not be implemented for this and considered this as an Enhancement Request, as this is impacting other flows. 

Then, as said, please either upvote the referred idea or else create a new one so R&D can consider this enhancement in future releases.

Regards,

Pilar

Thanks Pilar. Will do. I was just checking that there wasn't a misconfig in our build or I had missed something. 

​@malik.sally - thank you for the suggestions. I’ve also landed on reworking our process or using a custom event/mig job as a workaround until we have a resolution. As you mentioned, there are sectors where this is a natural requirement, Hopefully IFS will take that onboard.