Maximo Open Forum

Greetings all,

We have a number of inventory items under pricing contract, that for whatever reason, the price can fluctuate.  It seems that Maximo makes the unit cost field read-only on such items, and even if we revise the PO it will not allow us to change the unit cost.  Is there any way around this?

Sometimes, they may do a partial receipt at one cost, but then when more come in, the price has changed, and trying to change the unit cost is not allowed.

Note:  We generate POs directly from the Reorder item functionality, not usually dealing with the underlying PRs.

Thanks,
Ron White
ron.white@gcpsk12.org
#Inventory

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

Hi  Ron,
We have the option to do changes for the unit Cost, when PO is in partial Receipt. 
In Organization--> Select Action--> Purchasing Option-->PO Options--> "Allow Cost and Tax Adjustments on PO Revision."

------------------------------
PAVAN KUMAR
Maximo Consultant
------------------------------

Original Message:
Sent: 06-16-2022 10:05
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Greetings all,

We have a number of inventory items under pricing contract, that for whatever reason, the price can fluctuate.  It seems that Maximo makes the unit cost field read-only on such items, and even if we revise the PO it will not allow us to change the unit cost.  Is there any way around this?

Sometimes, they may do a partial receipt at one cost, but then when more come in, the price has changed, and trying to change the unit cost is not allowed.

Note:  We generate POs directly from the Reorder item functionality, not usually dealing with the underlying PRs.

Thanks,
Ron White
ron.white@gcpsk12.org
#Inventory

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

Thanks Pavan,

That's good to know, however, it doesn't seem to work for items under a Pricing Contract.  In fact, I can't even change the unit cost when the original PO is still in WAPPR status.

Thanks,
Ron

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

Original Message:
Sent: 06-17-2022 03:09
From: pavan Kumar
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Hi  Ron,
We have the option to do changes for the unit Cost, when PO is in partial Receipt. 
In Organization--> Select Action--> Purchasing Option-->PO Options--> "Allow Cost and Tax Adjustments on PO Revision."

------------------------------
PAVAN KUMAR
Maximo Consultant

Original Message:
Sent: 06-16-2022 10:05
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Greetings all,

We have a number of inventory items under pricing contract, that for whatever reason, the price can fluctuate.  It seems that Maximo makes the unit cost field read-only on such items, and even if we revise the PO it will not allow us to change the unit cost.  Is there any way around this?

Sometimes, they may do a partial receipt at one cost, but then when more come in, the price has changed, and trying to change the unit cost is not allowed.

Note:  We generate POs directly from the Reorder item functionality, not usually dealing with the underlying PRs.

Thanks,
Ron White
ron.white@gcpsk12.org
#Inventory

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

Hey Ron,
Purchase contracts lock down that price based on the approved contract. OOTB Maximo dictates that if an item is on a contract, it can ONLY have that price.  If the vendor that contracted that price isn't going to honor the contracted price, I would remove that item from the contract- only way to receive at the right cost.   Maximo logic says if the item is on an approved contract, that's the price. Coding around contracts is strict and doesn't allow loopholes, due to a contract is, normally, a legal and binding contract.  When reorder is run, contract pricing is applied to the item first and locks that price and makes it un-editable. Sorry this doesn't give you a way around.  I'd call the vendor if I have a contract and the pricing isn't being met.

------------------------------
Gina Leonard
Aquitas Solutions
------------------------------

Original Message:
Sent: 06-17-2022 07:20
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Thanks Pavan,

That's good to know, however, it doesn't seem to work for items under a Pricing Contract.  In fact, I can't even change the unit cost when the original PO is still in WAPPR status.

Thanks,
Ron

------------------------------
Ron White
Gwinnett County Public Schools

Original Message:
Sent: 06-17-2022 03:09
From: pavan Kumar
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Hi  Ron,
We have the option to do changes for the unit Cost, when PO is in partial Receipt. 
In Organization--> Select Action--> Purchasing Option-->PO Options--> "Allow Cost and Tax Adjustments on PO Revision."

------------------------------
PAVAN KUMAR
Maximo Consultant

Original Message:
Sent: 06-16-2022 10:05
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Greetings all,

We have a number of inventory items under pricing contract, that for whatever reason, the price can fluctuate.  It seems that Maximo makes the unit cost field read-only on such items, and even if we revise the PO it will not allow us to change the unit cost.  Is there any way around this?

Sometimes, they may do a partial receipt at one cost, but then when more come in, the price has changed, and trying to change the unit cost is not allowed.

Note:  We generate POs directly from the Reorder item functionality, not usually dealing with the underlying PRs.

Thanks,
Ron White
ron.white@gcpsk12.org
#Inventory

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

This is true, Pavan, if the item id not on contract.  Contract trumps all other controls.

------------------------------
Gina Leonard
Aquitas Solutions
------------------------------

Original Message:
Sent: 06-17-2022 03:09
From: pavan Kumar
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Hi  Ron,
We have the option to do changes for the unit Cost, when PO is in partial Receipt. 
In Organization--> Select Action--> Purchasing Option-->PO Options--> "Allow Cost and Tax Adjustments on PO Revision."

------------------------------
PAVAN KUMAR
Maximo Consultant

Original Message:
Sent: 06-16-2022 10:05
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Greetings all,

We have a number of inventory items under pricing contract, that for whatever reason, the price can fluctuate.  It seems that Maximo makes the unit cost field read-only on such items, and even if we revise the PO it will not allow us to change the unit cost.  Is there any way around this?

Sometimes, they may do a partial receipt at one cost, but then when more come in, the price has changed, and trying to change the unit cost is not allowed.

Note:  We generate POs directly from the Reorder item functionality, not usually dealing with the underlying PRs.

Thanks,
Ron White
ron.white@gcpsk12.org
#Inventory

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

This is what I have informed my customer.  But would it be possible to make the field modifiable in the XML or using an escalation or something that would bypass this contract restriction?

Thanks,
Ron

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

Original Message:
Sent: 06-17-2022 08:42
From: Gina Leonard
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

This is true, Pavan, if the item id not on contract.  Contract trumps all other controls.

------------------------------
Gina Leonard
Aquitas Solutions

Original Message:
Sent: 06-17-2022 03:09
From: pavan Kumar
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Hi  Ron,
We have the option to do changes for the unit Cost, when PO is in partial Receipt. 
In Organization--> Select Action--> Purchasing Option-->PO Options--> "Allow Cost and Tax Adjustments on PO Revision."

------------------------------
PAVAN KUMAR
Maximo Consultant

Original Message:
Sent: 06-16-2022 10:05
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Greetings all,

We have a number of inventory items under pricing contract, that for whatever reason, the price can fluctuate.  It seems that Maximo makes the unit cost field read-only on such items, and even if we revise the PO it will not allow us to change the unit cost.  Is there any way around this?

Sometimes, they may do a partial receipt at one cost, but then when more come in, the price has changed, and trying to change the unit cost is not allowed.

Note:  We generate POs directly from the Reorder item functionality, not usually dealing with the underlying PRs.

Thanks,
Ron White
ron.white@gcpsk12.org
#Inventory

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

You could write an automation script to open that field on the PO to override the read-only and make it editable.  If you do this, remember, all other functionality will still be in play like cost averaging, balance adjustments, if you are using variance accounts against the storeroom. I would also throw an audit on that field just in case your auditors question the price differences when a contracted item price is being changed. There really isn't much you can do to get around the contracted price. It was developed that way on purpose.
Hope this helps.  I can't tell you how to write the script, but it is doable!
Thanjs
Gina

------------------------------
Gina Leonard
Aquitas Solutions
------------------------------

Original Message:
Sent: 06-17-2022 08:51
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

This is what I have informed my customer.  But would it be possible to make the field modifiable in the XML or using an escalation or something that would bypass this contract restriction?

Thanks,
Ron

------------------------------
Ron White
Gwinnett County Public Schools

Original Message:
Sent: 06-17-2022 08:42
From: Gina Leonard
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

This is true, Pavan, if the item id not on contract.  Contract trumps all other controls.

------------------------------
Gina Leonard
Aquitas Solutions

Original Message:
Sent: 06-17-2022 03:09
From: pavan Kumar
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Hi  Ron,
We have the option to do changes for the unit Cost, when PO is in partial Receipt. 
In Organization--> Select Action--> Purchasing Option-->PO Options--> "Allow Cost and Tax Adjustments on PO Revision."

------------------------------
PAVAN KUMAR
Maximo Consultant

Original Message:
Sent: 06-16-2022 10:05
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Greetings all,

We have a number of inventory items under pricing contract, that for whatever reason, the price can fluctuate.  It seems that Maximo makes the unit cost field read-only on such items, and even if we revise the PO it will not allow us to change the unit cost.  Is there any way around this?

Sometimes, they may do a partial receipt at one cost, but then when more come in, the price has changed, and trying to change the unit cost is not allowed.

Note:  We generate POs directly from the Reorder item functionality, not usually dealing with the underlying PRs.

Thanks,
Ron White
ron.white@gcpsk12.org
#Inventory

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

Good idea...I'll run it by my tech guys.

Thanks,
Ron

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------

Original Message:
Sent: 06-17-2022 09:47
From: Gina Leonard
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

You could write an automation script to open that field on the PO to override the read-only and make it editable.  If you do this, remember, all other functionality will still be in play like cost averaging, balance adjustments, if you are using variance accounts against the storeroom. I would also throw an audit on that field just in case your auditors question the price differences when a contracted item price is being changed. There really isn't much you can do to get around the contracted price. It was developed that way on purpose.
Hope this helps.  I can't tell you how to write the script, but it is doable!
Thanjs
Gina

------------------------------
Gina Leonard
Aquitas Solutions

Original Message:
Sent: 06-17-2022 08:51
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

This is what I have informed my customer.  But would it be possible to make the field modifiable in the XML or using an escalation or something that would bypass this contract restriction?

Thanks,
Ron

------------------------------
Ron White
Gwinnett County Public Schools

Original Message:
Sent: 06-17-2022 08:42
From: Gina Leonard
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

This is true, Pavan, if the item id not on contract.  Contract trumps all other controls.

------------------------------
Gina Leonard
Aquitas Solutions

Original Message:
Sent: 06-17-2022 03:09
From: pavan Kumar
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Hi  Ron,
We have the option to do changes for the unit Cost, when PO is in partial Receipt. 
In Organization--> Select Action--> Purchasing Option-->PO Options--> "Allow Cost and Tax Adjustments on PO Revision."

------------------------------
PAVAN KUMAR
Maximo Consultant

Original Message:
Sent: 06-16-2022 10:05
From: Ron White
Subject: Changing Unit Costs on POs generated for items under PRICE Contract

Greetings all,

We have a number of inventory items under pricing contract, that for whatever reason, the price can fluctuate.  It seems that Maximo makes the unit cost field read-only on such items, and even if we revise the PO it will not allow us to change the unit cost.  Is there any way around this?

Sometimes, they may do a partial receipt at one cost, but then when more come in, the price has changed, and trying to change the unit cost is not allowed.

Note:  We generate POs directly from the Reorder item functionality, not usually dealing with the underlying PRs.

Thanks,
Ron White
ron.white@gcpsk12.org
#Inventory

------------------------------
Ron White
Gwinnett County Public Schools
------------------------------