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Option to clear financial dimensions in purchase accounting distribution when they're removed in the purchase lines for service items
The customer needs to remove the default financial dimensions for a service item, but the change it is not reflected in the accounting distribution. This works for stock items, or if a financial dimensions is updated but not removed. We do understand that this is because for non stocked item, we can split the accounting distribution manually. When clear the dimension in purchase line, the system does not want to clear the dimension for these accounting distributions. But if the dimension is updated in purchase line, system will consider customer want to have all accounting distribution use this new dimension. However if user forget to clear the dimension in the accounting distribution too, this causes significant financial impact as the final vouchers will get the wrong dimensions. So the ask is that when the user clears the dimension in the PO line, the system asks if you want to clear in the accounting distribution too, so letting the user decide what to do. -
Orphan purchase project virtual transaction when product receipt is posted partially and Close checkbox is marked to clear reminder, causing then error "Lot ID is not specified"
You create a project PO and wants to receive a partial quantity. During the post of the product receipt you mark the "Close" checkbox since user would like to clear the reminder. This deletes the inventory transaction corresponding to the reminder, what is fine but leaves the virtual inventory transaction related to Project consumption that was marked against that reminder.
If later user wants to cancel that Product receipt it's not possible due to that orphan virtual transaction "Lot ID is not specified".
User should be able to use the "Close" checkbox in Project POs with no problems and be able to later cancel the Product receipt if required.
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Consolidate purchase requisitions having different accounting dates and budgeting enabled
We currently have a new feature called "Consolidate multiple purchase requisitions into a single purchase order by accounting date" and the parameter in the purchasing policy for split rules called "Consolidate by accounting date". However, this only works if budgeting is disabled. Customer would like to have this possibility also when having budgeting enabled, what would require that system would be able to handle accounting dates at line level, so we could get purchase order lines with different accounting dates.
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Trade agreement not being considered in intercompany return orders
Customer has a direct delivery intercompany chain. When the goods are delivered, then only end customer sales order is invoiced, IC orders are delivered/received status in the scenario. Then a return occurs. When creating the return for the end customer, it's correctly created but the intercompany sales and the intercompany purchase are created with empty price.
Customer only set up the trade agreement on IC selling company as he does not want to maintain in both and it works ok, except in returns.
(Details in FinOps 746852)
• If, before creating the return order, you post the invoice for the original intercompany sales and purchase, then when you create the return the price does get filled in the intercompany return orders.
• If you create a normal intercompany purchase order from DEMF with negative quantity for doing a return, the price does get filled correctly.
• If you create a normal intercompany return order from USMF (with no direct delivery), the price does not get filled either.
• If you create a normal intercompany sales order from USMF with negative quantity, the price does not get filled either.
• If you add a trade agreement for the product and the intercompany vendor in DEMF, the price does get filled.
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Correcting project purchase order product receipt gets empty reference lot Id and then project cost is missing
Customer is using service stocked items with weighted average cost model. These items are bought through project purchase order into an investment project.
If customer posts the product receipt and then corrects the quantity, the reference lot ID is missed for the partial part corrected and therefore the cost is not being reflected in the project.
More details in FinOps 747881
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