IV97343: PO CLOSES UPON INVOICE APPROVAL WHEN CLOSE PO FLAG IS UNCHECKED

APAR status

• Closed as program error.

Error description

• Problem Details:
  If the Organization option is set to automatically Close the
  PO, then the Invoice/Change Status dialog will have the Close
  PO? option defaulted to checked; if this flag is UNchecked on
  the Close PO? flag upon Invoice approval the PO closes anyway.
  
  Steps to reproduce:
  -Log in to maxdemo instance as wilson
  -Go To Administration | Organizations
  -Press Enter in the Organization field
  -Click EAGLENA to open the record
  -More Actions | Purchasing Options | PO Options
  -Verify, or check the checkbox for "Enable Option to
  Automatically Close
  -PO's on Invoice Approval?"
  -Click OK
  -Save the record if you updated/enabled the option, otherwise
  click
  Cancel
  
  -Go To Purchasing | Purchase Orders
  -Click the New Purchase Order button on the toolbar
  -In the Company field enter "almar" and tab out
  -On the PO Lines tab click the New Row button
  -In the Item field enter 0-0031 and tab out
  -In the Storeroom field enter "central" and tab out
  -Save the record
  -Click the Change Status button
  -In the New Status field use the drop-down arrow and click
  Approved
  -Click OK
  
  -Go To Purchasing | Receiving
  -In the PO field enter the number of the PO that you just
  created and
  press Enter
  -Click the record to open it
  -Click the Select Ordered Items button
  -Click the checkbox to select the PO Line
  -Click OK
  -Save the record
  
  -Go To Purchasing | Invoices
  -Click the New Invoice button on the toolbar
  -In the PO field enter the number of the PO that you just
  received and
  tab out
  -On the Invoice Lines tab click the Copy PO Lines button
  -Click the checkbox to select the PO Line
  -Click OK
  -Save the record
  -Click the Change Status button
  -In the New Status field use the drop-down arrow and click
  Approved
  -UNcheck the Close PO? checkbox
  -Click OK
  
  -Go To Purchasing | Purchase Orders
  -In the PO field enter the number of the PO that you just
  Invoiced and
  press Enter
  *The PO does not appear; click the Advanced Search button |
  More Search
  fields; in the History field | Select Value | click Y, then
  click the
  Find button
  **The PO is in CLOSE status
  

Local fix

Problem summary

• ****************************************************************
  * USERS AFFECTED:                                              *
  * All users using Maximo Purchasing and Invoicing              *
  ****************************************************************
  * PROBLEM DESCRIPTION:                                         *
  * PO CLOSES UPON INVOICE APPROVAL WHEN CLOSE PO FLAG IS        *
  * UNCHECKED                                                    *
  ****************************************************************
  * RECOMMENDATION:                                              *
  * Apply Release 7.6.0.9 of Base Services or request an Interim *
  * fix                                                          *
  ****************************************************************
  

Problem conclusion

• Invoice approval was ignoring the PO Close check box and using
  the Organization PO Close maxvar setting.
  

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:

Modules/Macros

• MAXIMO
  

Fix information

• Fixed component name

  PURCHASING

• Fixed component ID

  5724R46PU

Applicable component levels

• R760 PSY

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