E1: 42: Line Types Wrong When Converting SQ to SO with Inventory Commitment Preference

(Doc ID 2001161.1)

Last updated on NOVEMBER 12, 2015

Applies to:

JD Edwards EnterpriseOne Sales Order Management - Version 9.1 to 9.1 [Release 9.1]
Information in this document applies to any platform.

Symptoms

On : 9.1 version, Sales
Quote Release (P420111)
Tools Release 9.1

When a Sales Order is created using the Quote Release (P420111) calling a version of Sales Order Entry (P4210) with the Inventory Commitment Advanced Preference activated, the Detail Branch is defaulted as expected but the line type is defaulted from the Header Branch for the item rather than the Detail Branch for the item.

If the Inventory Commitment Advanced Preference is used through Interactive Sales Order Entry (P4210), the Detail Branch and the Line Type of the Line are populated as expected based upon the client’s setup.

An order created using the Quote Release (P420111) calling a version of Sales Order Entry (P4210) should default the line types the same as an order manually entered using the same Sales Order Entry (P4210) version.

The issue can be reproduced at will with the following steps:
1. Two items are setup in three different branch plants using different line types for the same item depending upon the branch.
  a. Header Branch 6110 has both items (1341-0000-11345 and 3724-05) setup with Line Type P (Purchased Item)
  b. Detail Item Branch Records are as follows
      ₋ Detail Branch 6501 will be used for 1341-0000-11345 with Line Type W (Manufactured Item)
      ₋ Detail Branch 6112 will be used for 3724-05 with Line Type S (Stocked Item)
2. The Inventory Commitment Advanced Preference (Type 05) is setup to supply Item 1341-0000-11345 out of Detail Branch 6501 with a W line type and 3724-05 out of branch 6112 with S line type.
3. A Sales Order Entry (P4210) Version has the following processing options set
  a. Defaults Tab #2 (Line Type) is Blank so the line type will default from the Item Branch record
  b. Preference Tab #1 is 1 (Preferences Activated)
  c. Preference Tab #2 is 2 (Inventory Commitment Preference Activated for all orders)
4. A version of Quote Release (P420111) is setup to convert from SQ to SO and to call the version on P4210 created in the previous step
5. A Sales Quote (P4210) Version is setup with Commit to Other Quantity 1 is activated on Commitment Tab Option #2
6. Create a Sales Quote for both items in Header Branch 6110
7. On the Sales Quote Detail lines both items default with Branch 6110 and line type P
8. Now run the Quote Release (P420111)
  a. Release each quote line one at a time
  b. Take the Form Exit to SO Generation
9. The Sales Order is created with the correct branch plants from the preference but the incorrect line type for the detail branch
  a. Item 1341-0000-11345 Branch 6501 is correctly created but line type P is incorrectly defaulted from the Branch 6110. It should have defaulted Line Type W from the Item 1341-0000-11345, Branch 6501 record.
  b. Item 3724-05 Branch 6112 is correctly created with line type S as expected.
10. If the sales order is created directly with the Sales Order Entry (P4210) version instead of going through Quote Release:
  a. Item 1341-0000-11345 Branch 6501 is correctly created with line type W as expected.
  b. Item 3724-05 Branch 6112 is correctly created with line type S as expected.

Cause

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