E1: 42: RMA and Credit Order From History Changed PEFJ Price Effective Date
(Doc ID 2389121.1)
Last updated on APRIL 20, 2018
Applies to:JD Edwards EnterpriseOne Sales Order Management - Version 9.1 and later
Information in this document applies to any platform.
An RMA is created, using the Credit Memo option to retrieve the SO order from history (Last Disposition = CRR). The RMA creates a credit order CO. The CO order inherits the Unit price , the Pricing History and the Price Effective
Date from the original SO order. If press Save Button in Price History P4074 and also in the next screen P4210 , the Price Effective date is changed as current date .
Steps to replicate
The issue can be reproduced at will with the following steps:
1.Set P4106 Base Price for an Item .
2.Set 2 Adjustment Definitions in P4071 for Sales Order , at Line Level Adjustment
3.Set Adjustment Details in P4072 for the Item and a Customer, as follow :
-For the First adj. definition, set Effective Date = 09/12/2017 and Expired Date = 09/20/2017
-For the Second adj. definition, set Effective Date = 09/21/2017 and Expired Date = 12/31/2025
4.Set in P4070 an Adjustment Schedule with the both Adjustment Detail rules above and the same Effective Dates - Expired Dates intervals .
5.Activate preference type = 14 (Price Adjustment Schedule ) in P40070 Preference Master for the Item and Customer above.
6.Set processing options for P40051 (Return Materials Authorization) :
-Tab Defaults, 1. RMA Document Type = R9
-Tab Versions, 4. SO Entry P4210 = ZJDE0014
7.Set processing options for P400511 :
-Tab Defaults, 1. Enter the default RMA document type = R9, 7. Last Disposition For Credit Memo = CRR
-Tab Versions, 1. Enter the version of Sales Ledger Inquiry (P42025) to be used. If left blank , version ZJDE0001 will be used.= Blank
8.Set processing options for P42025 version ZJDE0001:
-Tab Defaults, Order Type = SO
-Tab Versions, Credit Order Entry Version = ZJDE0002
9.Activate preferences in P4210 processing options, versions : ZJDE0001 , ZJDE0002 , ZJDE0014 :
-Tab 10-Preference , 1. Preference profile processing = 1
-Tab 9-Versions, 6. Preference profile (R40400) = ZJDE0001
10.Set processing options for R40400, version ZJDE0001:
-Tab Process Ctl 3 , Price Adjustment Schedule = 1
11.Enter a sales order P4210 with the order date =09/19/2017 and apply the Adjustment Schedule on the order¿s header. The unit price is recalculated as per rule of the first adjustment detail. Price History displays the correct adjustment detail and Price Efective (alias PEFJ )= 09/19/2017 .
12.Add in P40051 a new RMA . In P400511, Take Form exit , select Sales Ledger menu and open P42025 (Sales Ledger Inquiry).
13.Inquiry the SO . Take Row exit , Credit Memo , Select order . Close P42025 (Sales Ledger Inquiry).
14.In P400511 was generated a RMA order. Save this RMA .
15.Reinquiry the RMA . Take Row exit , Sales Order and select Customer Service in order to check CO generated. Inquiry the Price History for this CO and notice that Price Effective Date is similar with the Price Effective
Date from the original SO (09/19/2017) . The Unit price, Price History and the Price Effective date didn¿t change. This is a correct behavior.
16.Press Save button in P4074 (Price History) and also in the next screen P4310.
17.Reopen the CO and inquiry the Price History for this. Notice that the Price Effective date is changed as current date ( 09/29/2017 ) . This is incorrect.
The expectation is that if the RMA and the CO order have been created from history, then they should inherit and maintain the original Price Effective date from the original SO order line.
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