IZ56539: MATERIAL PURCHASE REQUISTION: MAXIMO ALLOWS APPROVING THE PR WITH NO GL ACCOUNT, WORK ORDER, ASSET, OR LOCATION

APAR status

• Closed as user error.

Error description

• Steps to reproduce the Issue in Maximo 7.1.1.4, Maxdemo
  database:
  
  - Log into Maximo as wilson
  
  - Go to Purchasing / Purchase Requisitions
  
  - Click on New PR button, accept the default values and enter
  this info:
  Company = BWC
  
  - Click on PR Lines tab, click on New Row button, accept the
  default values and enter this info:
  Line Type = Material
  Description = MATERIAL10
  Unit Cost = 10.00
  
  - Save the record
  
  - Click on Change Status button, select the New Status =
  Approved and click on OK
  
  The Issue is: Maximo allows approving the PR with no GL Account,
  Work Order, Asset, or Location.
  
  - Then still with this approved PR record on the screen, Select
  Action / Create PO
  
  - In the Create PO dialog box, click on Autonumber and click on
  OK
  
  - In the PO field, click on Detail Menu, select Go to / Purchase
  Orders
  
  - In Purchase Orders application, click on Change Status button,
  select the New Status = Approved and click on OK
  
  At this point, Maximo warns that:
  "BMXAA3279E - Could not change PO xxxx status to APPR.
  BMXAA3291E - A GL Account, Work Order, Asset, or Location is
  required on line 1."
  

Local fix

• No workaround has been found.
  

Problem summary

Problem conclusion

Temporary fix

Comments

• -----------------------------Configuring Maximo - PR Approval
  -----------------------------------------------------
  
  1. Work Flow:
  
  If the customer is using Workflow, they can setup note to check
  PRLine charge values (wonum, asset, location and gldebit)
  before approving the PR.
  
  
  
  
  
  2. Conditional Expression:
  
  
  
  
  
  Setting up conditional expression to disable PR Approval if all
  of charge values are null in one of the PRLines.
  
  
  
  
  
  Setup steps:
  
  1) Go to Administration -> Conditional Expression Manager
  
  2) Create a new Condition, name as "BMXPRAPPR".
  
   Enter the following data:
  
   Type = EXPRESSION,
  
   Expression = :prnum not in (select prnum from prline where
  (refwo is null and assetnum is null and location is null and
  gldebitacct is null) and   siteid=:siteid)
  
   Check Always Evaluate flag. Save the record.
  
  3) Go to Security -> Security Group. Find the user group you
  want to modify.
  
  4) Go to Applications tab. Find Purchase Requisitions.
  
  5) Find Approve Purchase Requisition. Enter BMXPRAPPR (create
  in Step 2) in Condition field. Save.
  
  6) Restart the server.
  
  
  
  
  
  When approve the PR, if any PR Lines has all of charge values
  null, the APPR change status won't be available. The Approve PR
  status icon will be disabled too.
  

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