E1: 42: Unable To Process Rebate on Sales Order Copied and Changed With Powerforms SO Entry (P42101)
(Doc ID 2856053.1)
Last updated on FEBRUARY 26, 2024
Applies to:
JD Edwards EnterpriseOne Advanced Pricing - Sales - Version 9.2 and laterInformation in this document applies to any platform.
Symptoms
If an order with a Rebate Adjustment is copied and modified with Powerforms SO Entry (P42101), the Price Adj. History Indicator (F4211.SO09) which was set to 2 (Rebate Accrual Adjustment) is blanked out. The issue does not occur with Traditional Sales Order Entry (P4210). This prevents the Sales Update (R42800) from creating a Journal Entry (F0911) for Accrued Rebates.
Oracle Support reproduced the issue in the test environment using demo data with the following steps:
- Create a Price Adjustment Definition for a Sales Rebate Adjustment (Control Code 5).
- Create a Price Adjustment Schedule (P4070) with just the Rebate Adjustment on it.
- Add the Rebate Schedule to a Customer’s billing Instructions (P03013).
- Create a Price Adjustment Detail (P4072) record for the Customer and a specific Item with Basis Code 1 and factor value of -10%. Save the detail record.
- From the Work With Adjustment Detail screen (W4072B) click the Rebates Row Exit to bring up Rebate Threshold Revisions (P4077).
- Click Add to setup the Rebate Threshold Information.
- Using Powerforms Sales Order Entry (P42101) create a Sales Order for the Customer and 100 EA of the Item.
- Click the Price History (P4074) button. The rebate adjustment is 10% of the price. Submit and close the order.
- Using Databrowser check the SO09 (Price Adj. History Indicator) in F4211 (Sales Order Detail) which is set to 2 (Rebate Accrual Adjustment).
- Process the order through Ship Confirm (P4205) and Invoice Print (R42565).
- Create a Sales Update (R42800) version that does not purge the order or pricing records to history.
- Run Sales Update (R42800). A journal entry was created for Accrued Rebates.
- The Sales Order is closed but not purged to history.
- Using Powerforms Sales Order Entry (P42101), select the order and click the “Copy” button in the Toolbar.
- New Sales Order is created. Change the quantity from 100 to 200 then click Submit and Close. (Don’t check price history).
- Using Databrowser check the Price Adj. History Indicator in Sales Order Detail (F4211.SO09) which is now Blank.
- Process the order through Ship Confirm (P4205) and Invoice Print (R42565).
- Run Sales Update (R42800). A journal entry was NOT created for Accrued Rebates.
Changes
Cause
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In this Document
Symptoms |
Changes |
Cause |
Solution |
References |