IJ49375: TAX VALUES NOT POPULATING PR/PO BASED ON ORGANIZATION TAX CODE HIERARCHY

APAR status

• Closed as program error.

Error description

• When an Organizational Tax Code hierarchy is in place for
  multiple Organizations, the taxes are not populating correctly
  on the PR and PO records, causing a hold on the purchasing
  operations in production. It is observed that the most recently
  fetched Tax Hierchy values are populating the PR and PO records,
  regardless of Organization.
  
  STEPS TO REPRODUCE:
  1. Log in to maxdemo instance as maxadmin
  Prerequisite conditions: There is at least one Storeroom (ex.
  "CENTRAL") and an Active Financial Period in two Organizations
  (ex. EAGLENA, EAGLESA)
  Configure different Tax Hierarchies for two Organizations
  2. Go to Administration | Organizations
  3. Open the record for EAGLENA
  4. More Actions | Purchasing options | Tax Options
  5. On the Tax Code Hierarchy tab,
  6. Update the values in the Order column:
      Ship To Address: 1
      Company: 4
      Item/Vendor: 3
      Item/Organization: 2
  7. Click OK
  8. On the Sites tab, click to highlight BEDFORD
  9. Observe which row has the "Default Ship To" checkbox selected
  (ex. BEDFORDMAIN)
  10.On the Addresses tab, expand the details for the Default Ship
  To Address Code (ex. BEDFORDMAIN)
  11.Verify that the Tax Code 1 field is null
  12.On the List View tab, open the record for EAGLESA
  13.More Actions | Purchasing Options | Tax Options | Tax Code
  |Hierarchy tab
  14.Update the values in the Order column:
      Ship To Address: 4
      Company: 3
      Item/Vendor: 1
      Item/Organization: 2
  15.Click OK
  16.Save the record
  17.Log out
  18.Log in as wilson (where EAGLENA/BEDFORD is default ORG/SITE)
  19.Go to Inventory | Item Master
  20.Common Actions | New Item
  21.In the Item field, enter "ITEM-001"
  22.Save the record
  23.More Actions | Add Items to Storeroom
  24.In the Storeroom field, enter "central", then tab out
  25.Click OK
  26.Enter values:
      Unit Cost: 3.00
      Current Balance: 4
      Issue Unit: EACH
      Order Unit: EACH
  27.Click OK
  28.Common Actions | Change Status
  29.In the New Status field, select Active
  30.Click the "Roll New Status to Organizations and Inventory?"
  checkbox
  31.Click OK
  32.More Actions | Item/Organization Details
  33.In the row for EAGLENA | Tax Code field | Select Value |
  click MA (5.00)
  34.Click OK
  35.Go to Inventory | Inventory
  36.Open the record for ITEM-001
  37.On the Reorder Details tab, click the New Row button
  38.In the Vendor field | Select Value
  39.Click a record where the Type is V, such as ATI
  40.Click the "Default Vendor?" checkbox
  41.In the Tax Code field | Select Value | click CT (6.00)
  42.In the Vendor field | Detail Menu | Go To Companies
  43.In the Tax Code field | Select Value | click TX12 (6.25)
  44.Save the record
  45.Click Return With Value
  46.Log out
     Create Item in different Organization
  47.Log in as maxadmin
  48.Profile | Default Information
  49.In the Default Insert Site | Select Value | click CONCSITE
  50.Click OK
  51.Go To Inventory | Item Master
  52.Common Actions | New Item
  53.In the Item field, enter "ITEM-002"
  54.Save the record
  55.More Actions | Add Items to Storeroom
  56.Click OK
  57.Enter values:
      Unit Cost: 3.00
      Current Balance: 4
      Issue Unit: EACH
      Order Unit: EACH
  58.Click OK
  59.Common Actions | Change Status
  60.In the New Status field, select Active
  61.Click the "Roll New Status to Organizations and Inventory?"
  checkbox
  62.Click OK
  63.More Actions | Item/Organization Details
  64.Set the Tax Code to RI for EAGLESA Organization
  65.Save the record
  66.Go to Inventory | Inventory
  67.Open the record for ITEM-002
  68.On the Reorder Details tab, click the New Row button
  69.In the Vendor field | Select Value
  70.Click a record where the Type is V, such as SWKING
  71.Click the "Default Vendor?" checkbox
  72.In the Tax Code field | Select Value | click MA (5.00)
  73.In the Vendor field | Detail Menu | Go To Companies
  74.In the Tax Code field | Select Value | click CT
  75.Save the record
  76.Click Return With Value
  77.Log out
  78.Log in as wilson
  79.Go To Inventory | Inventory
  80.Open the record for ITEM-001
  81.More Actions | Reorder | Reorder Items
  82.Click the "Ignore Reorder Point" checkbox
  83.Uncheck the "Consider Contracts When Creating PRs/POs"
  checkbox
  84.Uncheck the "Run in Background Mode" checkbox
  85.Click the Run Reorder button
  86.Note the PR number that gets generated
  87.Go To Purchasing | Purchase Requisitions
  88.Open the PR that was generated
  89.On the PR Lines tab, expand the details for the row
  90.Observe that the Tax Code value is MA
  *this is the expected value because the ShipTo Address Tax Code
  is null, so the value populates based on the Tax Code
  hierarchy for the Organization; Shipt To Address Order is 1,
  Item/Organization Order is 2
  91.Log out
  92.Log in as maxadmin
  93.Change the default Site to CONCSITE
  94.Go to Inventory | Inventory
  95.Open the record for ITEM-002
  96.Repeat previous steps to reorder the item (More Actions |
  Reorder...)
  97.Open the record for the PR that gets generated and View the
  Tax Code value on the PR Line
  98.Log out
  99.Log in as maxadmin
  100.Change the default Site to BEDFORD
  101.Go to Inventory | Inventory
  102.Open the record for ITEM-001
  103.Repeat previous steps to reorder the item (More Actions |
  Reorder...)
  104.Open the record for the PR that gets generated and View the
  Tax Code value on the PR Line
  
  
  RESULT:
  Tax Code field value is RI; this is the expected value from the
  other Organization's Tax Hierarchy
  
  EXPECTED RESULT:
  Tax Code field value is MA; this is the expected value based on
  the Tax Code hierarchy for this Organization
  
  REPORTED IN VERSION:
  Maximo Asset Management 7.6.1.3
  

Local fix

• It is possible, but not feasible in all business scenarios to
  clear the Tax Hierarchy hash table entry, which prevents the
  error conditon. This can be achieved by making an update to one
  of the Order fields, whenever the Tax Code Hierarchy is viewed.
  The method is to update one of the values in the Order field on
  the Tax Code Hierchy tab in the current Organization; click OK
  at the System Message, "BMXAA8123E - Errors exist in the
  application that prevent this action from being performed.
  Correct the errors and try again.", and then click Cancel.
  

Problem summary

• ****************************************************************
  * USERS AFFECTED:                                              *
  * MAXIMO                                                       *
  ****************************************************************
  * PROBLEM DESCRIPTION:                                         *
  * TAX VALUES NOT POPULATING PR/PO BASED ON ORGANIZATION TAX    *
  * CODE HIERARCHY                                               *
  ****************************************************************
  

Problem conclusion

• The fix for this APAR will be contained in a future release.
  

Temporary fix

Comments

APAR Information

• APAR is sysrouted FROM one or more of the following:

• APAR is sysrouted TO one or more of the following:

Fix information

• Fixed component name

  MAXIMO ASST MGM

• Fixed component ID

  5724R46AM

Applicable component levels