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:

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:

1. Create a Price Adjustment Definition for a Sales Rebate Adjustment (Control Code 5).
2. Create a Price Adjustment Schedule (P4070) with just the Rebate Adjustment on it.
3. Add the Rebate Schedule to a Customer’s billing Instructions (P03013).
4. 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.
5. From the Work With Adjustment Detail screen (W4072B) click the Rebates Row Exit to bring up Rebate Threshold Revisions (P4077).
6. Click Add to setup the Rebate Threshold Information.
7. Using Powerforms Sales Order Entry (P42101) create a Sales Order for the Customer and 100 EA of the Item.
8. Click the Price History (P4074) button. The rebate adjustment is 10% of the price. Submit and close the order.
9. Using Databrowser check the SO09 (Price Adj. History Indicator) in F4211 (Sales Order Detail) which is set to 2 (Rebate Accrual Adjustment).
10. Process the order through Ship Confirm (P4205) and Invoice Print (R42565).
11. Create a Sales Update (R42800) version that does not purge the order or pricing records to history.
12. Run Sales Update (R42800). A journal entry was created for Accrued Rebates.
13. The Sales Order is closed but not purged to history.
14. Using Powerforms Sales Order Entry (P42101), select the order and click the “Copy” button in the Toolbar.
15. New Sales Order is created. Change the quantity from 100 to 200 then click Submit and Close. (Don’t check price history).
16. Using Databrowser check the Price Adj. History Indicator in Sales Order Detail (F4211.SO09) which is now Blank.
17. Process the order through Ship Confirm (P4205) and Invoice Print (R42565).
18. Run Sales Update (R42800). A journal entry was NOT created for Accrued Rebates.

Changes

Cause

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