Credit hold and purchase suggestions

Yahoo Archive
1
Haven't look at E9 in awhile but for what it is worth in 10.xxx even if the customer is on credit hold a PO suggestion for buy to order and drop ship appeared


On Wednesday, July 27, 2016 3:56 PM, "paul.anderson@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-942141557yiv0370717682ygrp-text">
  
  
  <div></div><div>We are&nbsp; on 9.05.701</div><div><br clear="none"></div><div>Agreed that you will see suggestions if the order is on credit hold, but one&nbsp;exception -&nbsp;if the sales order is a drop-ship, you will not see a Purchase suggestion for an item on credit hold.</div><div><br clear="none"></div><div>We have worked around the initial issue by having our customer service group advise Purchasing whenever they cancel an item&nbsp;on a released sales order&nbsp;- since we do multiple &quot;net change&quot; regenerations in a day</div><div><br clear="none"></div><div>The only other way around this that we have found is to have customer service leave the date blank on an order that they are unsure about - sales orders with no date do not create Purchasing suggestions</div><div><br clear="none"></div><div>Hope this helps,</div><div><br clear="none"></div><div>Paul Anderson</div><div>Supply Chain Manager</div><div>Dorner Manufacturing<br clear="none" class="ygrps-yiv-942141557yiv0370717682yui-cursor"></div>

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2
Question. If a customer is on credit hold, does this prevent the purchasing module from creating purchase suggestions?

We are having issues where parts are not generating purchase suggestions and the common link seems to be credit hold.


3
No credit hold will not prevent suggestions from appearing. Even if the sales order is on hold and you buy to order you will still get suggestions

Perhaps the common link is not engineering and scheduling jobs that have purchase direct materials?


On Wednesday, July 27, 2016 1:10 PM, "brandonanderson7979@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-566125341yiv1491333575ygrp-text">
  
  
  <div>Question. If a customer is on credit hold, does this prevent the purchasing module from creating purchase suggestions?<br clear="none"><br clear="none">We are having issues where parts are not generating purchase suggestions and the common link seems to be credit hold.<br clear="none"></div><div><span><br clear="none" class="ygrps-yiv-566125341yiv1491333575yui-cursor"></span></div>

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4
I found this issue with this one. This was a part number change on the job but the purchaser already had a PO out for the first number. We didn't think to look at that since he was the one who asked us to change the number. I'm assuming that once that link is removed it should generate the suggestion. We'll see.
5
We ran into a similar issue today that you might encounter in the scenario described below. We had PO that was placed for a Buy-Direct item. There was a Change Oder where the part was no longer needed. Planning blew away the demand without investigating to see if anything was on order. The part on the PO arrived today and Receiving was unable to process the Buy-Direct-to-the-job item. The demand was gone……….Epicor did not have anywhere to receive. There are a couple of work arounds. We ended up creating an Item Master for the part, changing the PO, receiving the part, and the seeing if we can return the part.

Just a heads up if your PO for the first number was a buy direct.




Ron Brown

Process Manager

Tank Connection

3609 N. 16th St.

Parsons, KS 67357

Office: 620-423-3010 ext. 158

Email: rbrown@...<mailto:rbrown@...>



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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 27, 2016 1:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: credit hold and purchase suggestions



I found this issue with this one. This was a part number change on the job but the purchaser already had a PO out for the first number. We didn't think to look at that since he was the one who asked us to change the number. I'm assuming that once that link is removed it should generate the suggestion. We'll see.



[Non-text portions of this message have been removed]
6

We are  on 9.05.701


Agreed that you will see suggestions if the order is on credit hold, but one exception - if the sales order is a drop-ship, you will not see a Purchase suggestion for an item on credit hold.


We have worked around the initial issue by having our customer service group advise Purchasing whenever they cancel an item on a released sales order - since we do multiple "net change" regenerations in a day


The only other way around this that we have found is to have customer service leave the date blank on an order that they are unsure about - sales orders with no date do not create Purchasing suggestions


Hope this helps,


Paul Anderson

Supply Chain Manager

Dorner Manufacturing