IBM Support

Maximo Closing Request for Quotations Without Awarding All Lines to POs

Technical Blog Post


Abstract

Maximo Closing Request for Quotations Without Awarding All Lines to POs

Body

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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!

Have you ever encountered an issue when being unable to set an RFQ that has been set to COMP to another status unless all the lines are awarded to a PO ...

If you have then this blog will show why that happens.

Following steps have been used to reproduce the issue:

1. Go to Purchasing > Request for Quotations >.                      
                                                                      
2. Create new Record "1012" > Click RFQ Lines tab > Add a line to the record, any details will work.
                                                                      
3. Create another line with any details.                                 
                                            
4. Click Vendor tab add any vendor.                                      
                                                                      
5. Change status to SENT.                                                 
                                                                      
6. Go to Quotations tab and select RFQ lines.                             
                                                                      
7. Select one line.                                                       
                                                                      
8. Click "Award All" button.                                               
                                                                      
9. Click Create PO "123".                                                 
                                                                      
10. Change status of RFQ to COMP.                                          
                                                                      
Try to change now the status of RFQ.   

System Error : "BMXAA4042E - STATUS CANNOT BE CHANGED FOR THE SELECTED RECORD(S)"   


Resolving the problem:

Once the record is moved to complete it is impossible to change the status, clicking the change status box provides the above error.

The RFQ COMP status can only change to CLOSE status. If all RFQ Lines have assigned to PO/Contract, the RFQ can be closed.  For this issue the, RFQ has extra line that HASN'T assigned to PO/Contract. That's why the misleading error message (BMXAA4042E) displayed.  Once user assigned the extra line to a PO/Contract, the RFQ can be  changed to CLOSE.

If PO Option "Close PR/RFQ When All PR/RFQ Lines Have Been Copied to POs or Contracts" is checked,  RFQ will be automatically closed.

Thanks for reading, be sure to look out for my next installment. 

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UID

ibm11130691