Technical Blog Post
Abstract
System Allows Canceling Of A Purchase Requisitions, When It's Linked With The RFQ
Body
Welcome to the EAM Corner!!!!
My name is Ghazala and I work in level 2 support for IBM on the EAM product. This blog series will all be helpful tips, tricks and how-to's on Maximo EAM .
Be sure to follow me on DeveloperWorks ---------> Click here to follow me on DeveloperWorks!
In this blog I will cover an issue I recently came across whereas the system allows the canceling of a Purchase Requisitions, when it's linked with the Request for Quotations..
Following steps have been used to reproduce the issue:
1- Go to Purchase Requisitions App & create a new PR, i.e. "1033"
2- Click PR line Tab
3- Select Item 0-0031
4- Enter the unit cost 100
5- Save
6- Approve
8- Go to Purchase Requisitions > Request for Quotations to create a new RFQ, i.e. "1009"
9- Go to Select Action ‘Copy PR Line Items to RFQ’
10- Go to Vendor tab, click New Row,
Select the Vendor: WTI
Save record
11- Change the status to 'Ready to be Sent'
12-Change the status to 'Sent to the Vendor'
13- Go to Quotation Tab and click 'Select RFQ Lines' , select item with tick box and ok it before clicking 'Award All' and save record.
14 Go back to Vendor tab and try to 'Create PO' under RFQ Vendors section. It will open a dialog, but close the dialog without doing any changes.
15- Go to PR app, bring up PR "1033" and then change status to "Cancel".
16- Now Go back to Vendor tab in RFQ 1009 and try to 'Create PO' under RFQ Vendors section
The System displays error BMXAA3592E - No available lines found. Lines must be awarded to create a PO or contract and not be indicated as Copy to Contract to create a PO.
Resolving the problem:
The existence of a RFQ line that references that PR Line does not create a financial liability to the company. That first exists when a
Purchase Order that references the PR Line(s) is created and approved, either through the RFQ process or directly from the PR.
The use case for allowing a PR to be cancelled even if it is referenced on a RFQ line is that the user who requested the item no longer
requires it.
That user will probably be the first to know that the items are no longer required, and may not have access to the RFQ in
order to remove the lines that reference the PR that is no longer required by the business. The cancelling of the PR will stop the
creation of a PO for the lines on the PR, avoiding the creation of liability that is not desired.
Thanks for reading, be sure to look out for my next installment.
UID
ibm11131165