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IV96825: INCORRECT TAX CODE APPLIED TO INVOICE WHEN CHANGE VENDOR FROM PO FUNCTION IS USED

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You can track all active APARs for this component.

APAR status

  • Closed as program error.

Error description

  • Steps to reproduce in 7.6.0.5:
    
    -Log in to maxdemo instance as wilson
    -Go To Purchasing | Company Master
    -Click the New Company Master button on the toolbar
    -In the Company field enter "VEND-1"
    -In the Description field enter "Vendor with Tax Code"
    -In the Company Type field | Select Value | click V
    -Save the record
    -More Actions | Add Company Master to Organization
    -Click the checkbox for EAGLENA, then click OK
    -Click OK at the System Message
    
    -Go To Purchasing | Companies
    -In the Company field enter "vend" and press Enter
    -Click VEND-1
    -In the Tax Code field | Select Value | click MA
    -Verify that the checkbox is selected for Pay Tax To Vendor
    
    -Go To Purchasing | Company Master
    -Click the New Company Master button on the toolbar
    -In the Company field enter "VEND-2"
    -In the Description field enter "Vendor with no Tax Code"
    -In the Company Type field | Select Value | click V
    -Save the record
    -More Actions | Add Company Master to Organization
    -Click the checkbox for EAGLENA, then click OK
    -Click OK at the System Message
    
    -Go To Purchasing | Companies
    -In the Company field enter "vend" and press Enter
    -Click VEND-2
    -Verify that the Tax Code field does not have a value
    -Verify that the checkbox is selected for Pay Tax To Vendor
    
    -Go To Inventory | Item Master
    -Click the New Item button on the toolbar
    -In the Item field enter "ITEM-1"
    -In the Order Unit field enter "each" and tab out
    -In the Issue Unit field enter "each" and tab out
    -More Actions | Add Items to Storeroom
    -In the Storeroom field enter "central" and tab out
    -Click OK
    -Click the Change Status button
    -In the New Status field use the drop-down arrow and click
    Active
    -Click the checkbox for "Roll New Status to Organizations and
    Inventory?"
    -Click OK
    
    -Go To Inventory | Inventory
    -In the Item field enter "item-1" and press Enter
    -Click ITEM-1 to open the record
    -On the Reorder Details tab | Primary Vendor field | Detail
    Menu | Select Value
    -In the Company field enter "vend-1" and press Enter
    -Click VEND-1
    -Save the record
    
    -Click the Default Information icon on the toolbar
    -In the Default Insert Site field | Select Value | Click NASHUA
    -Go To Inventory | Item Master
    -In the Item field enter "item-1" and press Enter
    -Click ITEM-1 to open the record
    -More Actions | Add Items to Storeroom
    -In the Storeroom field enter "central" and tab out
    -Click OK
    
    -Go To Inventory | Inventory
    -In the Item field enter "item-1" and press Enter
    -Click ITEM-1 to open the record
    -On the Reorder Details tab | Primary Vendor field | Detail
    Menu | Select Value
    -In the Company field enter "vend-1" and press Enter
    -Click VEND-1
    -Save the record
    
    -Go To Purchasing | Purchase Orders
    -Click the New Purchase Order button on the toolbar
    -In the Vendor field enter "vend-1" and tab out
    -On the PO Lines tab click the Vendor Items button
    -Click the checkbox for ITEM-1
    -Expand the details for the PO Line
    -In the Quantity field enter 1, then click OK
    -In the Storeroom field enter "central" and tab out
    -Verify that the Tax Code field is populated with "MA"
    -In the Unit Cost field enter 5 and tab out
    -Verify that there is a now a positive value in the Tax and
    Line Cost fields
    -Save the record
    -Click the Change Status button
    -In the New Status field use the drop-down arrow and click
    Approved, then click OK
    
    -Go To Purchasing | Receiving
    -In the PO field enter the PO number that you just approved and
    press Enter
    -Click the record to open it
    -On the Material Receipts tab click the Select Ordered Items
    button
    -Click the checkbox to select the PO Line, then click OK
    -Save the record
    *Invvendor data is now committed for this
    vendor,itemnum,siteid,tax1code combination;
    (VEND-1,ITEM-1,NASHUA,MA)
    
    -Click the Default Information icon on the toolbar
    -In the Default Insert Site field | Select Value | Click BEDFORD
    
    -Go To Purchasing | Purchase Orders
    -Click the New Purchase Order button on the toolbar
    -In the Vendor field enter "vend-1" and tab out
    -On the PO Lines tab click the Vendor Items button
    -Click the checkbox for ITEM-1
    -Expand the details for the PO Line
    -In the Quantity field enter 1, then click OK
    -In the Storeroom field enter "central" and tab out
    -Verify that the Tax Code field is populated with "MA"
    -In the Unit Cost field enter 5 and tab out
    -Verify that there is a now a positive value in the Tax and
    Line Cost fields
    -Save the record
    -Click the Change Status button
    -In the New Status field use the drop-down arrow and click
    Approved, then click OK
    
    -Go To Purchasing | Receiving
    -In the PO field enter the PO number that you just approved and
    press Enter
    -Click the record to open it
    -On the Material Receipts tab click the Select Ordered Items
    button
    -Click the checkbox to select the PO Line, then click OK
    -Save the record
    *Invvendor data is now committed for this
    vendor,itemnum,siteid,tax1code combination;
    (VEND-1,ITEM-1,BEDFORD,MA)
    
    -Go To Purchasing | Invoices
    -Click the New Invoice button on the toolbar
    -In the PO field enter the PO number that you just received and
    tab out
    -On the Invoice Lines tab click the Copy PO Lines button
    -Click the checkbox in the PO column header to select both PO
    Lines, then click OK
    -Verify that the Tax field values for each line are the same
    values from the PO
    -Save the record
    -More Actions | Change Vendor from PO
    -Click Filter
    -In the Company field enter "vend-2" and press Enter
    -Click VEND-2
    *Expand the details for the Invoice line and observe that the
    previous vendor Tax Code is being used
    *View the Invoice tab and observe that the Total Tax field is
    populated with the previous vendor-associated Tax Code values
    instead of the expected 0.00 from the VEND-2 Company value
    which has no Tax Code associated in the BEDFORD Site
    

Local fix

Problem summary

  • ****************************************************************
    * USERS AFFECTED:                                              *
    * Users of Invoice changing vendor from PO                     *
    ****************************************************************
    * PROBLEM DESCRIPTION:                                         *
    * INCORRECT TAX CODE APPLIED TO INVOICE WHEN CHANGE VENDOR     *
    * FROM  PO FUNCTION IS USED                                    *
    ****************************************************************
    * RECOMMENDATION:                                              *
    ****************************************************************
    

Problem conclusion

  • The fix for this APAR is contained in the following maintenance
    package:
    	  Release 7.6.0.9 of Base Services
    

Temporary fix

Comments

APAR Information

  • APAR number

    IV96825

  • Reported component name

    PURCHASING

  • Reported component ID

    5724R46PU

  • Reported release

    760

  • Status

    CLOSED PER

  • PE

    NoPE

  • HIPER

    NoHIPER

  • Special Attention

    NoSpecatt / Xsystem

  • Submitted date

    2017-06-01

  • Closed date

    2017-06-12

  • Last modified date

    2017-06-12

  • 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

    PURCHASING

  • Fixed component ID

    5724R46PU

Applicable component levels

  • R760 PSY

       UP



Document information

More support for: Maximo Asset Management
Purchase Requisitions

Software version: 760

Reference #: IV96825

Modified date: 12 June 2017