Note: This defect is tied to defects 441546 and 441576
When converting Manufacturing Control data to FACTS version 7.8, the finished items were appearing as usage on the manufactured item date. Additionally, a negative quantity on a sales order was not updating the usage for the supplied warehouse. In FACTS 7.8.4 the UPLAYERS process was updated to correctly record finished items as receipts and not show as usage. The Usage Rebuild (BKC660) and Cost Layers (ICC070) programs now recognize the new credit types of FC - Formulation Credit and PC - Production Credit.
The prompts in Delete Line and Delete Document dialog boxes were updated as follows as a part of changes for defect 444766:
The warehouse/item established date (i.e. the date the warehouse/item record was establish or reset) is utilized in Advanced Inventory Management in 7.8, but the value was not required and not ensured to be populated on data conversion. Now during data conversion (and UP78INC), if the established date is missing, it will be populated by either the item’s established date or the first date on file in the Item Ledgercards (ICLEDG) file for the warehouse/item combination. If neither provides a usable date, 1/1/2000 will be used. Additionally, the entry of an Established Date is now required in Warehouse Item F/M (ICF920).
In the Customer Listing (ARR740) program when restricting the customer listing by tax code, the beginning and ending searches produced an empty box because there was no default country code being set. Processing changes now display a Country field when the Tax code option is selected so that a default country is used to specify tax codes in the program. The Country field is only visible for tax codes.
Open Docs View (POC412)—Corrected the issue with the total display having the incorrect math operation for the displayed unit of measure (Defect 438620) When accessing the Open Docs view from the Net Available grid cell on Buyers Control Detail screen, MC Production and Formulation documents were not included in the display of user documents that have the item committed for use. The Open Docs view now displays the component usage from Production or Formulation manufacturing tickets. Additionally an issue with the total display having the incorrect math operation for the displayed unit of measure was also corrected.
If the warehouse on-hand quantity is 0, balancing the LIFO / FIFO layers was skipped in the Item Balancing Register. In FACTS 7.8.4 the Item Balancing Register program will not skip warehouse/item records with a 0 on-hand quantity.
Previously on the Usage Review Detail (ICE556) screen when the Usage warehouse differed from the "roll up usage" warehouse, the "For Usage Warehouse" filter used the Disb_Whse$ field in the ICRDST file. In the FACTS 7.8.4 release, the program was modified so that the Usage_Whse$ field is used as the filter field value when the Usage warehouse differs from the "roll up usage" warehouse. A new field, Usage Wh, was added to the Usage Review Detail screen to display the usage warehouse.
If the previous item entered/updated/read in Production Confirmation (MCE250) was a serial/lot item and then a memo line is entered or edited, the system would prompt for Serial/Lot entry. During confirmation of a formulation ticket with a finished item being of type Serial/Lot, the entering/editing of a Memo line will no longer prompt for serial/lot entry.
Note: This defect is tied to defects 439947 and 441546
Prior to FACTS 7.8.4, the Manufacturing Bill of Materials and Formulation records were not creating usage credits for negative production tickets. The Bill of Materials and Formulation Production Register processing programs, MCR113 and MCR213, now create usage credits for the component items. The new usage credits appear in the ICRDST (Disbursements) file as PC for Production Credits and FC for Formulation Credits. A single entry is created, as needed, for component, ingredient and packaging item types.
When accessing the Open Docs view from the Net Available grid cell on Buyers Control Detail screen, MC Production and Formulation documents were not included in the display of user documents that have the item committed for use. The Open Docs view now displays the component usage from Production or Formulation manufacturing tickets. Additionally an issue with the total display having the incorrect math operation for the displayed unit of measure was also corrected.
Stopping confirmation of a Formulation ticket with a finished item of type serial/lot with a negative quantity left the cost layer on file. The Stop Confirmation routine during Formulation Confirmation (MCE250) has been updated to properly remove the cost layer records.
The Average Monthly Usage (AMU) was being displayed in the smallest unit of measure in the Buyers Control Center, while the Show Math window was using the selected unit of measure (stocking or buying depending on the action). In the 7.8.4 release of FACTS, the Buyers Control Center now displays the AMU as a converted value based on the selected quantity UM.
In FACTS, temporary items cannot be returned to a vendor via PO Entry (POE120) without a tie to an SO Document. Therefore, the Customer Returns process should not allow the selection of options for a temporary item to cause an entry in the Buyers Control Center for returns. Temporary items should not be on file for returns in the Buyers Control Center. Processing was updated in FACTS 7.8.4 in the Customer Returns Entry (SOE810), CRS Quick Entry, and Past Invoice Search screens, and the Buyers Control Center validation processing was updated to prevent this and properly handle the loading of the Buyers Control Center.
Note that an enhancement has been entered to allow full handling of temporary items via CRS and the BCC.
The Buyers Control Center Processing Program (POE406) was updated so a temporary item cannot be returned to a vendor; it can only be credited.
Temporary Items cannot be returned to a vendor via PO Entry without a tie to an SO Document. Therefore, the Customer Returns process should not allow the selection of options for a temporary item to cause an entry in the Buyers Control Center for returns.
The following programs in the Sales Order module were also modified from this defect:
The Customer Returns Entry (SOE810) program has been updated to not allow an invalid set of options for temporary items. The Return Action types have been limited to W - Return to Warehouse and S - Scrap.
If using the Quick Entry for CRS screen, temporary items are now suppressed from the Past Invoice search.
When processing a temporary item with a negative quantity in PO Receipt Entry, error 11 was occurring during the cost layer creation. To resolve this, cost layer creation now bypasses the call to the POC511 program when creating the cost layer in ICC070. The cost from the purchase order will be used as needed during the cost layer process.
The default department for a user profile, including the background process, can be set to No Priority (blank). This caused an error when creating the purchase order via the Buyers Control Center since the Department code can become a required field based on the Department setting in PO to GL Posting F/M (POF970). A new field, GL Department, was added to the Buyers Control Center Detail (POE405) screen for Procurement and Returns activities. This field is required if the PO to GL Posting F/M is using Department for any setting. The value will then be passed through the PurchaseOrderLoad API using the new data tag <GLDepartment>.
A new search button was added for Past Sales (Invoice) searches for the Item field on the main screen of Customer Returns Entry (SOE810). Selection of an item will fill the item field and also, on the following screen, will fill in the selected invoice number for the user to Enter and accept or to change/remove.
In the 7.8.4 release of FACTS the lookup routine in the search feature was replaced in the CRS Status Report (SOR820) program. The CRS Status Report was producing an error when using the search feature for the Beginning field when using D-Document order for the report.
Prior to FACTS 7.8.4, when a customer return was entered as a repair, the Customer Return System was creating a credit memo when not needed.
Now, in Customer Returns Entry (SOE810) when the Return Action is Repair, the only "Replace To Customer" option is "W - From Warehouse" and the "Wait for Vendor Action/Repair" is always checked. These fields are also now disabled. Additionally, any amounts are converted to the item's smallest unit of measure and the Change UM button on the Authorized Qty field is also disabled. When Return Action is Repair all fields in the Customer Return Information section are now disabled. The fields in both Vendor Return and Vendor Replacement Information sections allow entry (except, the consolidated warehouse field in the Vendor Return Information section). Purchase Orders and Sales Orders that are created for a Repair will now have the "Repair" Item Number and show the description of the item entered on that CRS line.
Note: This defect is tied to defects 439947 and 441576
The crediting of the usage for a negative sales order and credit memos has now been updated to perform the usage credit in the Daily Sales Register (DSR). The Sales Order entry programs have been updated to omit this step during confirmation entry, invoice entry and credit memo entry. Additionally, the On-the-Fly Bill of Materials Selection screen has been updated to properly display the Exceptional Sale value used to indicate if usage should be recorded for the selected item.
The FACTS programs and processes that credit usage have been updated as detailed below:
In SOC503 and SOC755 the maintenance of the "CR" type records in the ICRDST update process was removed, and the logic now resides in SOR314. In SOR311, the setting of the usage date and the usage update was added to the ICRDST update process. In SOR314 the usage credit for the negative quantity items is now performed during the DSR register process.
The Exceptional Sale check box display was corrected by adding the appropriate expand and compress routines, and the prompt for Exceptional Sale was updated to use the expand and compress routines.
A new routine, which checks the open sales orders line file and removes any "CR" record types that exist for these lines, was added. The processing of the "CR" record types is now handled for open documents in the DSR.