Price Does Not Recalculate On The PO Lines When The PO Date On The PO Header Is Changed (Doc ID 2963619.1)

Last updated on JULY 25, 2023

Applies to:

Symptoms

Price does not recalculate on the Requisition lines when the Requisition Date on the Requisition Header is Changed. A change in requisition date on the Requisition Header requires a price re-calculate on the Requisition lines. The lines are tied to a procurement contract with price adjustments. When the Date is less than the contract adjustment date, the price should not include the adjustment amount.

The issue can be reproduced at will with the following steps:
1. Add a new PO Contract. Added two Item Ids. (Supplier Contracts-->Create Contracts and Documents-->Contract Entry)
2. Save the Contract.
3. Change the Status of the contract to Open
4. Click on the Price Adjustment Template link
5. Add an adjustment effective Apr 28, 2023. Choose Increment Adjustments,General Adjustment, enter a percentage, Check the ‘Copy to line Items’ checkbox.
6. Click Copy Template
7. Click Ok to the warning message regarding a Save
8. Lines Area click on Default Schedule tab
9. Note the Base Price for Line 1
10. Click on Details tab
11. Click on Price Adjustment icon
12. Has the adjusted price based on or Price Adjustment.
13. Click OK
14. Change the Status of the Contract to Approved and click Save
15. Add a new Requisition (Purchasing-->Requisitions-->Add/Update Requisitions)
16. Add item # 1 from the contract line 1
17. Note that it defaults the Adjusted price from the contract.
18. Save the Requisition
19. Run AUTOSOURCE to source the requisition (Purchasing-->Purchase Orders-->Stage/Source Requests--> PO Auto Sourcing)
20. Click on Process Monitor from AUTOSOURCE run control page
21. Note the process ran to success
22. Navigate to Sourcing Workbench (Purchasing-->Purchase Orders-->Stage/Source Requests-->Sourcing Workbench)
23. Enter BU and Requisition number
24. Click Search
25. Note the PO number that was created
26. Navigate to Add/Update POs (Purchasing-->Purchase Orders-->Add/Update POs)
27. Search for our PO
28. PO is created with the adjusted price as expected.
29. Change the PO date to a date that is prior to the effective date of the price adjustment. (Note our Price Adjustment Effective date was 04/28/2023)
30. Save the PO
31. Get a warning that at  least one line uses PO Date for price calculation….click OK
32. The PO is Saved
33. The Price on the PO remains the Adjusted Price which is not correct.

Changes

Cause

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