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Cannot Update Fluid Requisition ChartFields (CF) after Distribution was Copied from Distribution Template of Maintenance Work Order (WO) (Doc ID 2980113.1)

Last updated on NOVEMBER 02, 2023

Applies to:

PeopleSoft Enterprise SCM eProcurement - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

Cannot update Fluid requisition ChartFields (CF) after distribution was copied from Maintenance Work Order (WO) distribution template.


Steps to Reproduce the Issue:
--------------------------------------------
1.    Check Maintenance Distribution Template
Navigation Set Up Financials/Supply Chain > Product Related > Maintenance Management > Accounting Defaults > MM Distribution Template
Notice the Account = 641900
2.    Requester setup
Navigation Set Up Financials/Supply Chain> Product Related> Procurement Options> Purchasing> Requestor Setup
Notice the Account = 600020 is the one populated when submit the requisition
3.    Create Fluid ePro requisition – Special request
Navigate to Self Service > eProcurement > Create requisition
4.    Press Requisition Settings
Note the Distribution Defaults
GL Unit = US005
Account = 600020
Dept = 11000
Shopping Cart is empty.
5.    Add a line, Price = 1 USD, Quantity = 1 EA, Category = EQUIPMENT, Supplier = 1001
6.    Checkout
7.    Clear Asset information
8.    Go to Chartfields before adding template
GL Business Unit = US005, Percent = 100, Account = 154000, Dept = 11000
9.    Press <Maintenance WO> button
Add the following details
Work Order BU = MM001
Work Order ID = 0000000003
Task Number = 1
Resource Type = Labor
Press Done
Note: For schedule line 1 was added <Maintenance WO> template with
GL Business Unit = US001, Percent = 100, Account = 641900
This is correct and expected.
10.    Change Account = 100000, Department = 10000 after the pull from the distribution template for line 1
Press Save and Submit
11.    Press View printable version
Press Yes to message
<Do you want to print the requisition with distribution details? (18036,11614)>
It displays the values applied with Maintenance WO template
GL Business Unit = US001, Percent = 100, Account = 641900
This is not correct and not expected.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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