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  • Analysis and Fix To Customer PO

    Cargado por

    Siddharth Siddhu
    8 vistas11 páginas
    The document describes an issue where customer purchase order (PO) numbers are not correctly cascading from sales orders to invoice lines when those lines are copied from an existing order. Specifically, it notes that defaulting rules only apply when creating new lines, not when updating existing lines, so the PO does not get updated during the copy. It provides examples demonstrating how clearing the PO first allows the header PO to cascade correctly during the copy. It recommends either not copying lines and entering them manually, or manually correcting the PO after copying lines.

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    Analysis and Fix to Customer PO

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    Analysis and Fix to Customer PO

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    The document describes an issue where customer purchase order (PO) numbers are not correctly cascading from sales orders to invoice lines when those lines are copied from an existing order. Specifically, it notes that defaulting rules only apply when creating new lines, not when updating existing lines, so the PO does not get updated during the copy. It provides examples demonstrating how clearing the PO first allows the header PO to cascade correctly during the copy. It recommends either not copying lines and entering them manually, or manually correcting the PO after copying lines.

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    © All Rights Reserved
    Descargue como DOCX, PDF, TXT o lea en línea desde Scribd
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    8 vistas11 páginas

    Analysis and Fix To Customer PO

    Cargado por

    Siddharth Siddhu
    The document describes an issue where customer purchase order (PO) numbers are not correctly cascading from sales orders to invoice lines when those lines are copied from an existing order. Specifically, it notes that defaulting rules only apply when creating new lines, not when updating existing lines, so the PO does not get updated during the copy. It provides examples demonstrating how clearing the PO first allows the header PO to cascade correctly during the copy. It recommends either not copying lines and entering them manually, or manually correcting the PO after copying lines.

    Copyright:

    © All Rights Reserved
    Descargue como DOCX, PDF, TXT o lea en línea desde Scribd
    Marcar por contenido inapropiado
    de 11

    Analysis and Fix to Customer POs not on AR invoices

    As per defaulting rules we are defaulting customer PO from the sales order
    header.

    1. After entering the order, the user must verify if the correct Customer PO is
    cascaded from the SO header by following the following navigation as shown
    below. He can correct it here during its entry.

    The issue here is the Customer PO from the SO header is not cascaded to the
    line level which in turn is not shown at the AR invoice . The issue occurs only
    when the order lines are copied from an existing order.The issue is
    demonstated below with sample orders 865258991 & 865258992 from
    support.

    Below is the order 865258991 whose lines are being copied to 865258992. In
    our case we take line 6.1
    Whose customer PO is N/A.

    Copy using the below navigation.

    Default Missing attribute unchecked.

    Copy Successful

    The line is copied to the new order 865258992 as 11.1. If we look at the
    customer PO field the PO from the order 865258991 is copied.

    Now we copy the same line from order 865258991 to 865258992 with
    Default Missing attribute unchecked.

    It would still copy the PO from source 865258991 because Defaulting


    rules work only when you are creating a new line and not when you
    are updating it hence cascading did not take place here. i.e you
    already have PO = N/A from the source which will not be updated
    during copy .

    Now we clear the Customer PO from line 6.1 in 865258991 and then copy
    to 865258992 with Default Missing Attributes checked as shown
    below.

    After copy you see that the Customer PO from SO 865258992 header is
    cascaded to the line as well because Defaulting rules work only
    when you are creating a new line and not when you are updating it
    hence cascading did take place here. i.e. you have PO = Null from
    the source which will be updated during copy as per defaulting rule
    as shown below.

    Hence to prevent this issue from occurring follow any of the below:

    Refrain from copying lines and enter the lines manually

    Manually correct the customer PO as shown in point 1 after copying


    the lines.

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