IZ72180: MAXIMO ALLOWS AN INVOICE TO BE APPROVED WITHOUT LIMITATION WHEN THE INVOICE QTY MATCHES THE RECEIPT QUANTITY

APAR status

• Closed as documentation error.

Error description

• Steps taken (attached document for version 623 and 7114):
  
  Logged in as Wilson (sysadm rights) and checked the user Liberi
  for the groups they belong to - Purchasing is one of them
  GoTo Security Groups, pulled up group Purchasing and set the
  tolerances, upper ($150.00) and lower (-$150.00) dollar amount
  Logged out as Wilson
  Logged in Liberi
  GoTo to Purchasing application, created PO, entered vendor
  Clicked on PO lines, entered material, qty =1, entered gl
  account, order unit and unit cost ($500.00) and APPR
  GoTo Receiving, click on Select Ordered Items, select the item
  and change the qty from 1 to 2 and SAVE
  GoTo Invoices, create an Invoice, click on the Copy the PO lines
  button and select the PO Line which has the qty of 2, SAVE and
  change the status to APPR
  
  The client is stating that it should not allow a two match
  without any limitation.
  
  The client also feel that you should be able to use dollar and
  percentage not one or the other.
  
  
  This is a bug and was introduced by the fix for issue 09-17549
  which was hot fixed for 6.2.4 and 6.2.5 by L3. This code is in
  receipts when invoice writes the receipt for the newly created
  service line. We can also reproduce it in Receipts by creating a
  service po line and try receiving it.
  

Local fix

Problem summary

• ****************************************************************
  * USERS AFFECTED: maximo users                                 *
  ****************************************************************
  * PROBLEM DESCRIPTION: MAXIMO ALLOWS AN INVOICE TO BE APPROVED *
  *                      WITHOUT LIMITATION WHEN  THE INVOICE    *
  *                      QTY MATCHES THE RECEIPT QUANTITY        *
  *                                                              *
  ****************************************************************
  * RECOMMENDATION:                                              *
  *                                                              *
  *                                                              *
  *                                                              *
  ****************************************************************
  MAXIMO ALLOWS AN INVOICE TO BE APPROVED WITHOUT LIMITATION WHEN
  THE INVOICE QTY MATCHES THE RECEIPT QUANTITY
  

Problem conclusion

• <I spoke with the Invoice product designer and she said the
  behavior observed works as designed. Reason:
  
  At invoice time, if the costs and quantity of the invoice match
  those of the receipt, the tolerance defined in Security will
  not be checked.  There is no variance involved.
  
  
  
  
  
  If at Invoice time, the user increases/descreases unitcost or
  linecosts so the variance is greater than the upper limit or
  less than the lower limit, then the invoice logic will not
  allow the approval of the invoice. Error will be received as
  the sample I got:
  
  
  
  
  
  BMXAA2013E - Could not change invoice 1133 status to APPR.
  
  BMXAA1964E - Cannot approve invoice 1133. The difference in
  cost between line 1 of the invoice and the purchase order line
  is 200 USD, which exceeds the tolerance of 150 USD..>
  
  
  
  
  
  The fix for this APAR is contained in the following maintenance
  package:
  
    | release\fix pack | REL 6.2.7
  

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

Applicable component levels