Purchase Orders Updates

Purchase Orders Updates and Resolutions

    


GR/IR Reversed After Payment

Date: Friday, October 31, 2014
Status: Resolved
Date of Resolution: Tuesday, September 9, 2014

Account assignment can now be changed (G/L and fund code are the most common changes) by first reversing the IR, then the GR.  After reversal, the revised account assignment data can be entered and the GR and IR re-entered.


 

Incorrect Line Item Error (When final invoice line item: Message that accounting line cannot be deleted.)

Date: Friday, October 31, 2014
Status: Resolved
Date of Resolution: Wednesday, September 10, 2014

SAP corrected the issue.


 

Errors When Copying PO Line Item with Multiple Account Assignments

Date: Friday, October 31, 2014
Status: Resolved
Date of Resolution: Tuesday, September 9, 2014

Users can copy a Purchase Order line item with multiple account assignments and with split percentage.


 

Shopping Cart Restarts When "Park" Function Used

Date: Friday, October 31, 2014
Status: Resolved
Date of Resolution: Friday, September 12, 2014

The "Park" function was removed from the Shopping Cart workflow process.  According to SAP, the availability of the "Park" button in the Shopping Cart was a program generated error.  No decision has been made by SAP as to whether this function will be made available in future enhancements.


 

Inability to Make Changes to a Shopping Cart in Perform Sourcing

Date: Friday, October 31, 2014
Status: Resolved
Date of Resolution: Friday, October 10, 2014

Buyers can now change a Unit of Measure, Shopping Cart Description, Price and Delivery Date in Step 2 of Assign Sources of Supply.  (Prior to this change, the system did not allow any change to an approved Shopping Cart.)

This modification does not allow the functionality of changing a Unit of Measure in the Purchase Order.


 

Internet Explorer Version 11

Date: Friday, October 31, 2014
Status: Pending
Target Date of Resolution: Pending

Internet Explorer 11 (IE11) is a version of Internet Explorer, a web browser by Microsoft that was released October 17, 2013.  The SCEIS Team will further test the compatibility of Internet Explorer Version 11 with SRM. 


 

Purchase Order Form Print

Date:  Thursday, July 10, 2014 
Status:  Resolved
Date of Resolution:  Friday, April 25, 2014

SCEIS has completed all form changes requested thus far.  Future requests will go through the SCEIS Request for Change process.


 

Shopping Cart Creates Two Purchase Orders

Date:  Monday, May 19, 2014
Status:  Resolved
Date of Resolution: Friday, May 9, 2014


Purchase orders will be grouped by vendor number regardless of the number of lines on the shopping cart, the number of shopping carts, or whether an assigned vendor or preferred vendor was selected.


Deleting a Purchase Order

Date:  Friday, April 25, 2014

In the January 31, 2014 Materials Management User Group meeting, the SCEIS Team demonstrated how to delete a purchase order at the header level and at the line item. Below are help documents that provide step-by-step instructions for deleting a purchase order at the header level and at the line item.

Delete a Purchase Order at the Line Item (286kb PDF)


SCEIS Root Text in Delivery Address

Date:  Friday, April 25, 2014
Status:  Resolved
Date of Resolution: Thursday, March 27, 2014

SCEIS created the following help documents to provide a guide for users to manage the delivery address.

"Delivery Point" Data Fields in Shopping Cart and "Deliver To" Data Fields in Purchase Order (344kb PDF)


Error "Procurement Profile PR cannot be changed"

Date:  Friday, April 25, 2014
Status:  Resolved
Date of Resolution: Friday, April 4, 2014

Contact SCEIS if there are inventory purchase requisition for inventory that need to be changed the quantity. This applies to purchase requisition for inventory created prior to the SRM upgrade.


Edit Button on Purchase Order Disappears (Error in Process)

Date:  Monday, April 7, 2014
Status:  Resolved
Date of Resolution: Friday, April 4, 2014

If an error occurs while processing a purchase order, users will now receive a hard stop with a message or messages related to the error. The user will then have to resolve the error(s) before proceeding to place the purchase order in "Ordered" status. The help document below, "Guide on Hard Stops When Creating Purchase Orders," will assist users in identifying and resolving error messages.

Guide on Hard Stops When Creating Purchase Orders (156kb PDF)


 

Unable to Add Invoicing Party in a Purchase Order

Date:  Monday, April 7, 2014
Status:  Resolved
Date of Resolution: Friday, March 7, 2014

Users can add Invoicing Party to a purchase order at the header level in SRM.  The Invoicing Party is now updating the purchase order in ECC (Enterprise Core Component).


Incorrect Vendor in Enterprise Core Component (ECC)

Date: Monday, April 7, 2014
Status:  Resolved
Date of Resolution: Thursday, March 27, 2014

SCEIS found and resolved the issue of vendor differences in SRM and ECC for purchase orders created after March 27 and cleaned up vendor differences on purchase orders created before March 27, 2014.


Options to Header Freight on Purchase Order

Date:  Tuesday, March 4, 2014
Status:  Resolved
Date of Resolution: Friday, November 22, 2014

For alternatives to using line item conditions, the help document “Options to Header Freight on Purchase Order” was sent in the November 22, 2013 email entitled “SRM 7.2 Go-Live is Monday, November 25, 2013.”  This document was recently revised.  Click the link below for the updated help document.

Options to Header Freight on Purchase Order (69kb PDF)

Using “Unplanned Freight” in Accounts Payable is also an option based on agency policy. Click the link below to view the help document on “Unplanned Freight.”

Options to Header Freight on Purchase Order - Unplanned Freight Cost (458kb PDF)


Inability to Add Attachments

Date:  Tuesday, March 4, 2014

Status: Resolved
Date of Resolution: Friday, February 7, 2014

Users were adding a title description longer than the 30 characters required by standard SAP. Users were also adding attachments larger than the 10MB required by standard SAP. With this resolution, users now get a pop-up message reminding them of the SAP requirements.


No Validity Date on Operating Lease, ZOPE, Transaction Type

Date:  Tuesday, March 4, 2014
Status:  Resolved
Date of Resolution: Friday, February 21, 2014

The fields to enter the beginning date and the ending date of an operating lease are now visible on the screen.


Inability to Add Purchase Order Conditions on Line Item

Date:  Tuesday, March 4, 2014
Status:  Resolved
Target Date for Resolution: Friday, February 28, 2014

The SCEIS system now allows entry of a condition such as a trade-in or a freight cost on each line item.


Internet Explorer Versions 8, 9 and 10

Date: Tuesday, March 4, 2014
Status:  Resolved
Date of Resolution: Monday, December 30, 2013
 
The patch updates should resolve a significant number of browser issues.  Users that continue to have browser issues after December 30 may need to involve their agency's Information Technology staff to assist. 


SRM Delivery Address

Date:  Friday, February 21, 2014
Status:  Resolved
Date of Resolution for Printed Form:  Friday, December 13, 2013
Date of Resolution for Display on Screen:  Thursday, February 20, 2014

On December 13, the incorrect ship to address on the printed form was corrected.

The current screen display of “Ship-To Address, 94, SCEIS Room” is a standard SAP display. The instructions that follow provide steps on verifying the ship-to (delivery) address and changing a ship-to address, if needed.  Click the link below for instructions on how to verify and/or change a delivery address on a Purchase Order.

Verify and Change Delivery Address on a Purchase Order


Purchase Order Vendor Text

Date:  Friday, February 21, 2014
Status:  Resolved
Date of Resolution:  Saturday, February 8, 2014

Users should no longer see the # sign in Vendor Text.  The SCEIS Team will continue to make improvements to the Purchase Order form. 


Purchase Order with Status of Deleted is Not Releasing Encumbrance

Date:  Thursday, February 6, 2014
Status: Resolved
Date of Resolution:  Friday, January 24, 2014

Users should not delete at the purchase order header level.  Purchase orders deleted at the header level prior to December 17 will require additional steps. A separate communication with instructions will be provided at a later date.    


Sole Source Purchase Order (Error: Buffer Table not up to date)

Date:  Friday, December 20, 2013
Status:  Resolved
Date of Resolution:  Thursday, December 19, 2013

Users should no longer receive the error message “buffer table not up to date” when selecting Sole Source as the purchase order type.  Users should be able to correct their purchase orders and select Sole Source. 


"No Transaction Type Available" Error

Date:  Thursday, December 12, 2013
Status:  Resolved
Date of Resolution: Thursday, December 12, 2013 

Buyers would receive the "No Transaction Type Available" error when attempting to select a Transaction Type to create a purchase order on a shopping cart that was approved prior to the SRM 7.2 freeze (November 8, 2013).  This issue has been corrected and buyers may now select a shopping cart that was approved prior to the freeze and covert the shopping cart into a purchase order by selecting the Transaction Type.  For more information on this update, click here to see the December 12, 2013 email on the topic.