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Maximo 6.2.6, SQL Server, weblogic
Suppose you purchase a product, receive it, get invoiced for it, and pay the bill. Later, you realize that you were overcharged for the item (for simplicity's sake, let's say you were overcharged $5 each, and let's say you bought 10 EACHes). The vendor agrees to credit you the overage amount. Vendor sends a credit memo. You want to enter this credit memo into Maximo. How do you do it?
--I've tried making a new invoice with Credit as the type, entering the PO number, going to the Lines tab, entering the PO Line number so it brings up the item that was ordered, then just putting in the line cost difference. Per this example, I put $50 in the Line Cost field. When I try to close the Invoice (that is, change the status to PAID), it returns an error that there is a zero quantity for the invoice line.
--So then I try to put a quantity in there (10) and a unit price($5) so that the line cost is $50. When I try to PAY that, it returns an error saying there are no matching receipts for that line. What it really meant to say was that there were no matching RETURNS against that PO for that item.
--The only thing I can get to work correctly is a SERVICE Invoice Line and just write in "overcharge" or something like it, and put in the linecost. But that doesn't correct the item cost. . .you know how it works with "what you paid last time is what you'll pay next time."
Anyone have any helpful hints?
Travis Herron
So I was looking through some old stuff and found this question I'd asked. Looks like there were no responses. Anyone have ideas? Anyone know if it is fixed in 7.x?
All I can figure is just put it in as a Service of "price adjustment," but that does not fix the cost of the item, which will affect the next PO for that item. Or, make a return entry in Receiving, and then receive it back in? That seems silly, and the invoice will "be" right but it won't "look" right (the Credit Memo has listed the price difference, but under this approach you'd have an Invoice with the original wrong price; a second Invoice with the new price but no paperwork from the vendor to back it up; and a Credit Memo that would have to totally negate the original Invoice which would not match what's on the Credit paperwork).
--- In MAXIMO@yahoogroups.com, "Travis Herron" <therron@...> wrote:
>
> Maximo 6.2.6, SQL Server, weblogic
>
> Suppose you purchase a product, receive it, get invoiced for it, and pay the bill. Later, you realize that you were overcharged for the item (for simplicity's sake, let's say you were overcharged $5 each, and let's say you bought 10 EACHes). The vendor agrees to credit you the overage amount. Vendor sends a credit memo. You want to enter this credit memo into Maximo. How do you do it?
>
> --I've tried making a new invoice with Credit as the type, entering the PO number, going to the Lines tab, entering the PO Line number so it brings up the item that was ordered, then just putting in the line cost difference. Per this example, I put $50 in the Line Cost field. When I try to close the Invoice (that is, change the status to PAID), it returns an error that there is a zero quantity for the invoice line.
>
> --So then I try to put a quantity in there (10) and a unit price($5) so that the line cost is $50. When I try to PAY that, it returns an error saying there are no matching receipts for that line. What it really meant to say was that there were no matching RETURNS against that PO for that item.
>
> --The only thing I can get to work correctly is a SERVICE Invoice Line and just write in "overcharge" or something like it, and put in the linecost. But that doesn't correct the item cost. . .you know how it works with "what you paid last time is what you'll pay next time."
>
> Anyone have any helpful hints?
>
> Travis Herron
>
Had a similar problem happen - and recently too.
The best way is a pain in the neck, but it works:
1. Un-receive the receipt, for the same unit price as the original
receipt
2. Create a regular invoice for the negative receipt you created in
Step 1. If there was variance, make sure you change the amount of the new
invoice to match the old one (except negative, of course). Once approved,
this will create the exact opposite variance receipt to the original
variance receipt that was created (if a variance receipt was created at
all).
3. Re-receive the item/service
4. Re-invoice the item/service for the correct price.
I talked to IBM Support about a situation which was pretty much the same,
and they said that's the only way they could think of to sort things out
properly.
Shannon
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
Travis Herron
Sent: May-01-12 10:02 AM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Re: Invoice question
So I was looking through some old stuff and found this question I'd asked.
Looks like there were no responses. Anyone have ideas? Anyone know if it is
fixed in 7.x?
All I can figure is just put it in as a Service of "price adjustment," but
that does not fix the cost of the item, which will affect the next PO for
that item. Or, make a return entry in Receiving, and then receive it back
in? That seems silly, and the invoice will "be" right but it won't "look"
right (the Credit Memo has listed the price difference, but under this
approach you'd have an Invoice with the original wrong price; a second
Invoice with the new price but no paperwork from the vendor to back it up;
and a Credit Memo that would have to totally negate the original Invoice
which would not match what's on the Credit paperwork).
--- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> , "Travis
Herron" <therron@...> wrote:
>
> Maximo 6.2.6, SQL Server, weblogic
>
> Suppose you purchase a product, receive it, get invoiced for it, and pay
the bill. Later, you realize that you were overcharged for the item (for
simplicity's sake, let's say you were overcharged $5 each, and let's say you
bought 10 EACHes). The vendor agrees to credit you the overage amount.
Vendor sends a credit memo. You want to enter this credit memo into Maximo.
How do you do it?
>
> --I've tried making a new invoice with Credit as the type, entering the PO
number, going to the Lines tab, entering the PO Line number so it brings up
the item that was ordered, then just putting in the line cost difference.
Per this example, I put $50 in the Line Cost field. When I try to close the
Invoice (that is, change the status to PAID), it returns an error that there
is a zero quantity for the invoice line.
>
> --So then I try to put a quantity in there (10) and a unit price($5) so
that the line cost is $50. When I try to PAY that, it returns an error
saying there are no matching receipts for that line. What it really meant to
say was that there were no matching RETURNS against that PO for that item.
>
> --The only thing I can get to work correctly is a SERVICE Invoice Line and
just write in "overcharge" or something like it, and put in the linecost.
But that doesn't correct the item cost. . .you know how it works with "what
you paid last time is what you'll pay next time."
>
> Anyone have any helpful hints?
>
> Travis Herron
>
I think that was about what I rambled on about at the end of my last post. Calling it a "pain in the neck" is too kind.
Can we all collaborate on the specifics of how we would want it to be fixed, then submit an RFE for it and we'll all vote for it?
Travis Herron
--- In MAXIMO@yahoogroups.com, "Shannon Rotz" <shannonrotz@...> wrote:
>
> Had a similar problem happen - and recently too.
>
>
>
> The best way is a pain in the neck, but it works:
>
>
>
> 1. Un-receive the receipt, for the same unit price as the original
> receipt
>
> 2. Create a regular invoice for the negative receipt you created in
> Step 1. If there was variance, make sure you change the amount of the new
> invoice to match the old one (except negative, of course). Once approved,
> this will create the exact opposite variance receipt to the original
> variance receipt that was created (if a variance receipt was created at
> all).
>
> 3. Re-receive the item/service
>
> 4. Re-invoice the item/service for the correct price.
>
>
>
> I talked to IBM Support about a situation which was pretty much the same,
> and they said that's the only way they could think of to sort things out
> properly.
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> Travis Herron
> Sent: May-01-12 10:02 AM
> To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
>
>
> So I was looking through some old stuff and found this question I'd asked.
> Looks like there were no responses. Anyone have ideas? Anyone know if it is
> fixed in 7.x?
>
> All I can figure is just put it in as a Service of "price adjustment," but
> that does not fix the cost of the item, which will affect the next PO for
> that item. Or, make a return entry in Receiving, and then receive it back
> in? That seems silly, and the invoice will "be" right but it won't "look"
> right (the Credit Memo has listed the price difference, but under this
> approach you'd have an Invoice with the original wrong price; a second
> Invoice with the new price but no paperwork from the vendor to back it up;
> and a Credit Memo that would have to totally negate the original Invoice
> which would not match what's on the Credit paperwork).
>
> --- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> , "Travis
> Herron" <therron@> wrote:
> >
> > Maximo 6.2.6, SQL Server, weblogic
> >
> > Suppose you purchase a product, receive it, get invoiced for it, and pay
> the bill. Later, you realize that you were overcharged for the item (for
> simplicity's sake, let's say you were overcharged $5 each, and let's say you
> bought 10 EACHes). The vendor agrees to credit you the overage amount.
> Vendor sends a credit memo. You want to enter this credit memo into Maximo.
> How do you do it?
> >
> > --I've tried making a new invoice with Credit as the type, entering the PO
> number, going to the Lines tab, entering the PO Line number so it brings up
> the item that was ordered, then just putting in the line cost difference.
> Per this example, I put $50 in the Line Cost field. When I try to close the
> Invoice (that is, change the status to PAID), it returns an error that there
> is a zero quantity for the invoice line.
> >
> > --So then I try to put a quantity in there (10) and a unit price($5) so
> that the line cost is $50. When I try to PAY that, it returns an error
> saying there are no matching receipts for that line. What it really meant to
> say was that there were no matching RETURNS against that PO for that item.
> >
> > --The only thing I can get to work correctly is a SERVICE Invoice Line and
> just write in "overcharge" or something like it, and put in the linecost.
> But that doesn't correct the item cost. . .you know how it works with "what
> you paid last time is what you'll pay next time."
> >
> > Anyone have any helpful hints?
> >
> > Travis Herron
> >
>
>
>
>
>
>
>
Have you looked at this in 7.5? I haven't played around with it too much, but you now have options to void receipts and create Reverse Invoices.
--- Sean Clark-McCarthy
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of Travis Herron
Sent: Wednesday, May 02, 2012 10:25 AM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Re: Invoice question
I think that was about what I rambled on about at the end of my last post. Calling it a "pain in the neck" is too kind.
Can we all collaborate on the specifics of how we would want it to be fixed, then submit an RFE for it and we'll all vote for it?
Travis Herron
--- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>, "Shannon Rotz" <shannonrotz@...<mailto:shannonrotz@...>> wrote:
>
> Had a similar problem happen - and recently too.
>
>
>
> The best way is a pain in the neck, but it works:
>
>
>
> 1. Un-receive the receipt, for the same unit price as the original
> receipt
>
> 2. Create a regular invoice for the negative receipt you created in
> Step 1. If there was variance, make sure you change the amount of the new
> invoice to match the old one (except negative, of course). Once approved,
> this will create the exact opposite variance receipt to the original
> variance receipt that was created (if a variance receipt was created at
> all).
>
> 3. Re-receive the item/service
>
> 4. Re-invoice the item/service for the correct price.
>
>
>
> I talked to IBM Support about a situation which was pretty much the same,
> and they said that's the only way they could think of to sort things out
> properly.
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
> Travis Herron
> Sent: May-01-12 10:02 AM
> To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
>
>
> So I was looking through some old stuff and found this question I'd asked.
> Looks like there were no responses. Anyone have ideas? Anyone know if it is
> fixed in 7.x?
>
> All I can figure is just put it in as a Service of "price adjustment," but
> that does not fix the cost of the item, which will affect the next PO for
> that item. Or, make a return entry in Receiving, and then receive it back
> in? That seems silly, and the invoice will "be" right but it won't "look"
> right (the Credit Memo has listed the price difference, but under this
> approach you'd have an Invoice with the original wrong price; a second
> Invoice with the new price but no paperwork from the vendor to back it up;
> and a Credit Memo that would have to totally negate the original Invoice
> which would not match what's on the Credit paperwork).
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> , "Travis
> Herron" <therron@> wrote:
> >
> > Maximo 6.2.6, SQL Server, weblogic
> >
> > Suppose you purchase a product, receive it, get invoiced for it, and pay
> the bill. Later, you realize that you were overcharged for the item (for
> simplicity's sake, let's say you were overcharged $5 each, and let's say you
> bought 10 EACHes). The vendor agrees to credit you the overage amount.
> Vendor sends a credit memo. You want to enter this credit memo into Maximo.
> How do you do it?
> >
> > --I've tried making a new invoice with Credit as the type, entering the PO
> number, going to the Lines tab, entering the PO Line number so it brings up
> the item that was ordered, then just putting in the line cost difference.
> Per this example, I put $50 in the Line Cost field. When I try to close the
> Invoice (that is, change the status to PAID), it returns an error that there
> is a zero quantity for the invoice line.
> >
> > --So then I try to put a quantity in there (10) and a unit price($5) so
> that the line cost is $50. When I try to PAY that, it returns an error
> saying there are no matching receipts for that line. What it really meant to
> say was that there were no matching RETURNS against that PO for that item.
> >
> > --The only thing I can get to work correctly is a SERVICE Invoice Line and
> just write in "overcharge" or something like it, and put in the linecost.
> But that doesn't correct the item cost. . .you know how it works with "what
> you paid last time is what you'll pay next time."
> >
> > Anyone have any helpful hints?
> >
> > Travis Herron
> >
>
>
>
>
>
>
>
No I haven't looked at 7.5 yet. If it can do that, great! Problem solved (hopefully).
<Now all I have to do is upgrade!>
Travis Herron
--- In MAXIMO@yahoogroups.com, Sean Clark-McCarthy <smccarthy@...> wrote:
>
> Have you looked at this in 7.5? I haven't played around with it too much, but you now have options to void receipts and create Reverse Invoices.
>
> --- Sean Clark-McCarthy
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of Travis Herron
> Sent: Wednesday, May 02, 2012 10:25 AM
> To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
> I think that was about what I rambled on about at the end of my last post. Calling it a "pain in the neck" is too kind.
>
> Can we all collaborate on the specifics of how we would want it to be fixed, then submit an RFE for it and we'll all vote for it?
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>, "Shannon Rotz" <shannonrotz@<mailto:shannonrotz@>> wrote:
> >
> > Had a similar problem happen - and recently too.
> >
> >
> >
> > The best way is a pain in the neck, but it works:
> >
> >
> >
> > 1. Un-receive the receipt, for the same unit price as the original
> > receipt
> >
> > 2. Create a regular invoice for the negative receipt you created in
> > Step 1. If there was variance, make sure you change the amount of the new
> > invoice to match the old one (except negative, of course). Once approved,
> > this will create the exact opposite variance receipt to the original
> > variance receipt that was created (if a variance receipt was created at
> > all).
> >
> > 3. Re-receive the item/service
> >
> > 4. Re-invoice the item/service for the correct price.
> >
> >
> >
> > I talked to IBM Support about a situation which was pretty much the same,
> > and they said that's the only way they could think of to sort things out
> > properly.
> >
> >
> >
> >
> >
> >
> >
> > Shannon
> >
> >
> >
> > From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
> > Travis Herron
> > Sent: May-01-12 10:02 AM
> > To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
> > Subject: [MAXIMO List] Re: Invoice question
> >
> >
> >
> >
> >
> > So I was looking through some old stuff and found this question I'd asked.
> > Looks like there were no responses. Anyone have ideas? Anyone know if it is
> > fixed in 7.x?
> >
> > All I can figure is just put it in as a Service of "price adjustment," but
> > that does not fix the cost of the item, which will affect the next PO for
> > that item. Or, make a return entry in Receiving, and then receive it back
> > in? That seems silly, and the invoice will "be" right but it won't "look"
> > right (the Credit Memo has listed the price difference, but under this
> > approach you'd have an Invoice with the original wrong price; a second
> > Invoice with the new price but no paperwork from the vendor to back it up;
> > and a Credit Memo that would have to totally negate the original Invoice
> > which would not match what's on the Credit paperwork).
> >
> > --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> , "Travis
> > Herron" <therron@> wrote:
> > >
> > > Maximo 6.2.6, SQL Server, weblogic
> > >
> > > Suppose you purchase a product, receive it, get invoiced for it, and pay
> > the bill. Later, you realize that you were overcharged for the item (for
> > simplicity's sake, let's say you were overcharged $5 each, and let's say you
> > bought 10 EACHes). The vendor agrees to credit you the overage amount.
> > Vendor sends a credit memo. You want to enter this credit memo into Maximo.
> > How do you do it?
> > >
> > > --I've tried making a new invoice with Credit as the type, entering the PO
> > number, going to the Lines tab, entering the PO Line number so it brings up
> > the item that was ordered, then just putting in the line cost difference.
> > Per this example, I put $50 in the Line Cost field. When I try to close the
> > Invoice (that is, change the status to PAID), it returns an error that there
> > is a zero quantity for the invoice line.
> > >
> > > --So then I try to put a quantity in there (10) and a unit price($5) so
> > that the line cost is $50. When I try to PAY that, it returns an error
> > saying there are no matching receipts for that line. What it really meant to
> > say was that there were no matching RETURNS against that PO for that item.
> > >
> > > --The only thing I can get to work correctly is a SERVICE Invoice Line and
> > just write in "overcharge" or something like it, and put in the linecost.
> > But that doesn't correct the item cost. . .you know how it works with "what
> > you paid last time is what you'll pay next time."
> > >
> > > Anyone have any helpful hints?
> > >
> > > Travis Herron
> > >
> >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
I was thinking of an RFE myself - definitely I'm in for it!
What I would like to see is the ability to go to an invoice that has already
been approved, and say "Reverse this invoice" or something like that, and
have it generate a new invoice for a credit amount. That would include
generating all of the invoice match entries and variance receipts it
generated the first time, except as a credit.
That would be the ideal .
Shannon
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
Travis Herron
Sent: May-02-12 7:25 AM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Re: Invoice question
I think that was about what I rambled on about at the end of my last post.
Calling it a "pain in the neck" is too kind.
Can we all collaborate on the specifics of how we would want it to be fixed,
then submit an RFE for it and we'll all vote for it?
Travis Herron
--- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> , "Shannon
Rotz" <shannonrotz@...> wrote:
>
> Had a similar problem happen - and recently too.
>
>
>
> The best way is a pain in the neck, but it works:
>
>
>
> 1. Un-receive the receipt, for the same unit price as the original
> receipt
>
> 2. Create a regular invoice for the negative receipt you created in
> Step 1. If there was variance, make sure you change the amount of the new
> invoice to match the old one (except negative, of course). Once approved,
> this will create the exact opposite variance receipt to the original
> variance receipt that was created (if a variance receipt was created at
> all).
>
> 3. Re-receive the item/service
>
> 4. Re-invoice the item/service for the correct price.
>
>
>
> I talked to IBM Support about a situation which was pretty much the same,
> and they said that's the only way they could think of to sort things out
> properly.
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
[mailto:MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
Of
> Travis Herron
> Sent: May-01-12 10:02 AM
> To: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
>
>
> So I was looking through some old stuff and found this question I'd asked.
> Looks like there were no responses. Anyone have ideas? Anyone know if it
is
> fixed in 7.x?
>
> All I can figure is just put it in as a Service of "price adjustment," but
> that does not fix the cost of the item, which will affect the next PO for
> that item. Or, make a return entry in Receiving, and then receive it back
> in? That seems silly, and the invoice will "be" right but it won't "look"
> right (the Credit Memo has listed the price difference, but under this
> approach you'd have an Invoice with the original wrong price; a second
> Invoice with the new price but no paperwork from the vendor to back it up;
> and a Credit Memo that would have to totally negate the original Invoice
> which would not match what's on the Credit paperwork).
>
> --- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com> , "Travis
> Herron" <therron@> wrote:
> >
> > Maximo 6.2.6, SQL Server, weblogic
> >
> > Suppose you purchase a product, receive it, get invoiced for it, and pay
> the bill. Later, you realize that you were overcharged for the item (for
> simplicity's sake, let's say you were overcharged $5 each, and let's say
you
> bought 10 EACHes). The vendor agrees to credit you the overage amount.
> Vendor sends a credit memo. You want to enter this credit memo into
Maximo.
> How do you do it?
> >
> > --I've tried making a new invoice with Credit as the type, entering the
PO
> number, going to the Lines tab, entering the PO Line number so it brings
up
> the item that was ordered, then just putting in the line cost difference.
> Per this example, I put $50 in the Line Cost field. When I try to close
the
> Invoice (that is, change the status to PAID), it returns an error that
there
> is a zero quantity for the invoice line.
> >
> > --So then I try to put a quantity in there (10) and a unit price($5) so
> that the line cost is $50. When I try to PAY that, it returns an error
> saying there are no matching receipts for that line. What it really meant
to
> say was that there were no matching RETURNS against that PO for that item.
> >
> > --The only thing I can get to work correctly is a SERVICE Invoice Line
and
> just write in "overcharge" or something like it, and put in the linecost.
> But that doesn't correct the item cost. . .you know how it works with
"what
> you paid last time is what you'll pay next time."
> >
> > Anyone have any helpful hints?
> >
> > Travis Herron
> >
>
>
>
>
>
>
>
Ditto. You're right, Sean, I should take a look at 7.5 first. Travis:
I'll take a look and get back to the group if needed.
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
Travis Herron
Sent: May-02-12 9:17 AM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Re: Invoice question
No I haven't looked at 7.5 yet. If it can do that, great! Problem solved
(hopefully).
<Now all I have to do is upgrade!>
Travis Herron
--- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> , Sean
Clark-McCarthy <smccarthy@...> wrote:
>
> Have you looked at this in 7.5? I haven't played around with it too much,
but you now have options to void receipts and create Reverse Invoices.
>
> --- Sean Clark-McCarthy
>
> From: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
[mailto:MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
Of Travis Herron
> Sent: Wednesday, May 02, 2012 10:25 AM
> To: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
> I think that was about what I rambled on about at the end of my last post.
Calling it a "pain in the neck" is too kind.
>
> Can we all collaborate on the specifics of how we would want it to be
fixed, then submit an RFE for it and we'll all vote for it?
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com>, "Shannon Rotz"
<shannonrotz@<mailto:shannonrotz@>> wrote:
> >
> > Had a similar problem happen - and recently too.
> >
> >
> >
> > The best way is a pain in the neck, but it works:
> >
> >
> >
> > 1. Un-receive the receipt, for the same unit price as the original
> > receipt
> >
> > 2. Create a regular invoice for the negative receipt you created in
> > Step 1. If there was variance, make sure you change the amount of the
new
> > invoice to match the old one (except negative, of course). Once
approved,
> > this will create the exact opposite variance receipt to the original
> > variance receipt that was created (if a variance receipt was created at
> > all).
> >
> > 3. Re-receive the item/service
> >
> > 4. Re-invoice the item/service for the correct price.
> >
> >
> >
> > I talked to IBM Support about a situation which was pretty much the
same,
> > and they said that's the only way they could think of to sort things out
> > properly.
> >
> >
> >
> >
> >
> >
> >
> > Shannon
> >
> >
> >
> > From: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com
<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>] On
Behalf Of
> > Travis Herron
> > Sent: May-01-12 10:02 AM
> > To: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com>
> > Subject: [MAXIMO List] Re: Invoice question
> >
> >
> >
> >
> >
> > So I was looking through some old stuff and found this question I'd
asked.
> > Looks like there were no responses. Anyone have ideas? Anyone know if it
is
> > fixed in 7.x?
> >
> > All I can figure is just put it in as a Service of "price adjustment,"
but
> > that does not fix the cost of the item, which will affect the next PO
for
> > that item. Or, make a return entry in Receiving, and then receive it
back
> > in? That seems silly, and the invoice will "be" right but it won't
"look"
> > right (the Credit Memo has listed the price difference, but under this
> > approach you'd have an Invoice with the original wrong price; a second
> > Invoice with the new price but no paperwork from the vendor to back it
up;
> > and a Credit Memo that would have to totally negate the original Invoice
> > which would not match what's on the Credit paperwork).
> >
> > --- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> ,
"Travis
> > Herron" <therron@> wrote:
> > >
> > > Maximo 6.2.6, SQL Server, weblogic
> > >
> > > Suppose you purchase a product, receive it, get invoiced for it, and
pay
> > the bill. Later, you realize that you were overcharged for the item (for
> > simplicity's sake, let's say you were overcharged $5 each, and let's say
you
> > bought 10 EACHes). The vendor agrees to credit you the overage amount.
> > Vendor sends a credit memo. You want to enter this credit memo into
Maximo.
> > How do you do it?
> > >
> > > --I've tried making a new invoice with Credit as the type, entering
the PO
> > number, going to the Lines tab, entering the PO Line number so it brings
up
> > the item that was ordered, then just putting in the line cost
difference.
> > Per this example, I put $50 in the Line Cost field. When I try to close
the
> > Invoice (that is, change the status to PAID), it returns an error that
there
> > is a zero quantity for the invoice line.
> > >
> > > --So then I try to put a quantity in there (10) and a unit price($5)
so
> > that the line cost is $50. When I try to PAY that, it returns an error
> > saying there are no matching receipts for that line. What it really
meant to
> > say was that there were no matching RETURNS against that PO for that
item.
> > >
> > > --The only thing I can get to work correctly is a SERVICE Invoice Line
and
> > just write in "overcharge" or something like it, and put in the
linecost.
> > But that doesn't correct the item cost. . .you know how it works with
"what
> > you paid last time is what you'll pay next time."
> > >
> > > Anyone have any helpful hints?
> > >
> > > Travis Herron
> > >
> >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
7.5 Definitely adds this functionality. I've only scratched the surface in playing with it so far.
Here's a link I found just doing a quick google search.
https://www.ibm.com/developerworks/mydeveloperworks/blogs/a9ba1efe-b731-4317-9724-a181d6155e3a/entry/reverse_invoice10?lang=en
--- Sean Clark-McCarthy
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of Shannon Rotz
Sent: Wednesday, May 02, 2012 1:05 PM
To: MAXIMO@yahoogroups.com
Subject: RE: [MAXIMO List] Re: Invoice question
I was thinking of an RFE myself - definitely I'm in for it!
What I would like to see is the ability to go to an invoice that has already
been approved, and say "Reverse this invoice" or something like that, and
have it generate a new invoice for a credit amount. That would include
generating all of the invoice match entries and variance receipts it
generated the first time, except as a credit.
That would be the ideal .
Shannon
From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
Travis Herron
Sent: May-02-12 7:25 AM
To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
Subject: [MAXIMO List] Re: Invoice question
I think that was about what I rambled on about at the end of my last post.
Calling it a "pain in the neck" is too kind.
Can we all collaborate on the specifics of how we would want it to be fixed,
then submit an RFE for it and we'll all vote for it?
Travis Herron
--- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> , "Shannon
Rotz" <shannonrotz@...<mailto:shannonrotz@...>> wrote:
>
> Had a similar problem happen - and recently too.
>
>
>
> The best way is a pain in the neck, but it works:
>
>
>
> 1. Un-receive the receipt, for the same unit price as the original
> receipt
>
> 2. Create a regular invoice for the negative receipt you created in
> Step 1. If there was variance, make sure you change the amount of the new
> invoice to match the old one (except negative, of course). Once approved,
> this will create the exact opposite variance receipt to the original
> variance receipt that was created (if a variance receipt was created at
> all).
>
> 3. Re-receive the item/service
>
> 4. Re-invoice the item/service for the correct price.
>
>
>
> I talked to IBM Support about a situation which was pretty much the same,
> and they said that's the only way they could think of to sort things out
> properly.
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
[mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
Of
> Travis Herron
> Sent: May-01-12 10:02 AM
> To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
>
>
> So I was looking through some old stuff and found this question I'd asked.
> Looks like there were no responses. Anyone have ideas? Anyone know if it
is
> fixed in 7.x?
>
> All I can figure is just put it in as a Service of "price adjustment," but
> that does not fix the cost of the item, which will affect the next PO for
> that item. Or, make a return entry in Receiving, and then receive it back
> in? That seems silly, and the invoice will "be" right but it won't "look"
> right (the Credit Memo has listed the price difference, but under this
> approach you'd have an Invoice with the original wrong price; a second
> Invoice with the new price but no paperwork from the vendor to back it up;
> and a Credit Memo that would have to totally negate the original Invoice
> which would not match what's on the Credit paperwork).
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com> , "Travis
> Herron" <therron@> wrote:
> >
> > Maximo 6.2.6, SQL Server, weblogic
> >
> > Suppose you purchase a product, receive it, get invoiced for it, and pay
> the bill. Later, you realize that you were overcharged for the item (for
> simplicity's sake, let's say you were overcharged $5 each, and let's say
you
> bought 10 EACHes). The vendor agrees to credit you the overage amount.
> Vendor sends a credit memo. You want to enter this credit memo into
Maximo.
> How do you do it?
> >
> > --I've tried making a new invoice with Credit as the type, entering the
PO
> number, going to the Lines tab, entering the PO Line number so it brings
up
> the item that was ordered, then just putting in the line cost difference.
> Per this example, I put $50 in the Line Cost field. When I try to close
the
> Invoice (that is, change the status to PAID), it returns an error that
there
> is a zero quantity for the invoice line.
> >
> > --So then I try to put a quantity in there (10) and a unit price($5) so
> that the line cost is $50. When I try to PAY that, it returns an error
> saying there are no matching receipts for that line. What it really meant
to
> say was that there were no matching RETURNS against that PO for that item.
> >
> > --The only thing I can get to work correctly is a SERVICE Invoice Line
and
> just write in "overcharge" or something like it, and put in the linecost.
> But that doesn't correct the item cost. . .you know how it works with
"what
> you paid last time is what you'll pay next time."
> >
> > Anyone have any helpful hints?
> >
> > Travis Herron
> >
>
>
>
>
>
>
>
It's my understanding that in 7.5 at least, the "Select Receipts to Void" button on the receiving app does just that, including creating an offsetting invoice for the original amount. Then the receipt can be done correctly and re-Invoiced. Does anybody have more information about that?
Ron Bryant
IT Business Consultant
Plant Systems & Controls
Cargill
Linkedin Profile<http://www.linkedin.com/in/ronaldbryant>
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of shannonrotz@yahoo.ca
Sent: Wednesday, May 02, 2012 12:05 PM
To: MAXIMO@yahoogroups.com
Subject: RE: [MAXIMO List] Re: Invoice question
I was thinking of an RFE myself - definitely I'm in for it!
What I would like to see is the ability to go to an invoice that has already
been approved, and say "Reverse this invoice" or something like that, and
have it generate a new invoice for a credit amount. That would include
generating all of the invoice match entries and variance receipts it
generated the first time, except as a credit.
That would be the ideal .
Shannon
From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
Travis Herron
Sent: May-02-12 7:25 AM
To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
Subject: [MAXIMO List] Re: Invoice question
I think that was about what I rambled on about at the end of my last post.
Calling it a "pain in the neck" is too kind.
Can we all collaborate on the specifics of how we would want it to be fixed,
then submit an RFE for it and we'll all vote for it?
Travis Herron
--- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> , "Shannon
Rotz" <shannonrotz@...<mailto:shannonrotz@...>> wrote:
>
> Had a similar problem happen - and recently too.
>
>
>
> The best way is a pain in the neck, but it works:
>
>
>
> 1. Un-receive the receipt, for the same unit price as the original
> receipt
>
> 2. Create a regular invoice for the negative receipt you created in
> Step 1. If there was variance, make sure you change the amount of the new
> invoice to match the old one (except negative, of course). Once approved,
> this will create the exact opposite variance receipt to the original
> variance receipt that was created (if a variance receipt was created at
> all).
>
> 3. Re-receive the item/service
>
> 4. Re-invoice the item/service for the correct price.
>
>
>
> I talked to IBM Support about a situation which was pretty much the same,
> and they said that's the only way they could think of to sort things out
> properly.
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
[mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
Of
> Travis Herron
> Sent: May-01-12 10:02 AM
> To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
>
>
> So I was looking through some old stuff and found this question I'd asked.
> Looks like there were no responses. Anyone have ideas? Anyone know if it
is
> fixed in 7.x?
>
> All I can figure is just put it in as a Service of "price adjustment," but
> that does not fix the cost of the item, which will affect the next PO for
> that item. Or, make a return entry in Receiving, and then receive it back
> in? That seems silly, and the invoice will "be" right but it won't "look"
> right (the Credit Memo has listed the price difference, but under this
> approach you'd have an Invoice with the original wrong price; a second
> Invoice with the new price but no paperwork from the vendor to back it up;
> and a Credit Memo that would have to totally negate the original Invoice
> which would not match what's on the Credit paperwork).
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com> , "Travis
> Herron" <therron@> wrote:
> >
> > Maximo 6.2.6, SQL Server, weblogic
> >
> > Suppose you purchase a product, receive it, get invoiced for it, and pay
> the bill. Later, you realize that you were overcharged for the item (for
> simplicity's sake, let's say you were overcharged $5 each, and let's say
you
> bought 10 EACHes). The vendor agrees to credit you the overage amount.
> Vendor sends a credit memo. You want to enter this credit memo into
Maximo.
> How do you do it?
> >
> > --I've tried making a new invoice with Credit as the type, entering the
PO
> number, going to the Lines tab, entering the PO Line number so it brings
up
> the item that was ordered, then just putting in the line cost difference.
> Per this example, I put $50 in the Line Cost field. When I try to close
the
> Invoice (that is, change the status to PAID), it returns an error that
there
> is a zero quantity for the invoice line.
> >
> > --So then I try to put a quantity in there (10) and a unit price($5) so
> that the line cost is $50. When I try to PAY that, it returns an error
> saying there are no matching receipts for that line. What it really meant
to
> say was that there were no matching RETURNS against that PO for that item.
> >
> > --The only thing I can get to work correctly is a SERVICE Invoice Line
and
> just write in "overcharge" or something like it, and put in the linecost.
> But that doesn't correct the item cost. . .you know how it works with
"what
> you paid last time is what you'll pay next time."
> >
> > Anyone have any helpful hints?
> >
> > Travis Herron
> >
>
>
>
>
>
>
>
I have been running Maximo 7.5 since August. I can report that receipt voiding does just what is mentioned below. But this is only one of the great features of 7.5.
Andy
--- In MAXIMO@yahoogroups.com, ron_bryant@... wrote:
>
> It's my understanding that in 7.5 at least, the "Select Receipts to Void" button on the receiving app does just that, including creating an offsetting invoice for the original amount. Then the receipt can be done correctly and re-Invoiced. Does anybody have more information about that?
>
>
> Ron Bryant
> IT Business Consultant
> Plant Systems & Controls
> Cargill
>
> Linkedin Profile<http://www.linkedin.com/in/ronaldbryant>
>
>
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of shannonrotz@...
> Sent: Wednesday, May 02, 2012 12:05 PM
> To: MAXIMO@yahoogroups.com
> Subject: RE: [MAXIMO List] Re: Invoice question
>
>
>
> I was thinking of an RFE myself - definitely I'm in for it!
>
> What I would like to see is the ability to go to an invoice that has already
> been approved, and say "Reverse this invoice" or something like that, and
> have it generate a new invoice for a credit amount. That would include
> generating all of the invoice match entries and variance receipts it
> generated the first time, except as a credit.
>
> That would be the ideal .
>
> Shannon
>
> From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
> Travis Herron
> Sent: May-02-12 7:25 AM
> To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Invoice question
>
> I think that was about what I rambled on about at the end of my last post.
> Calling it a "pain in the neck" is too kind.
>
> Can we all collaborate on the specifics of how we would want it to be fixed,
> then submit an RFE for it and we'll all vote for it?
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> , "Shannon
> Rotz" <shannonrotz@<mailto:shannonrotz@>> wrote:
> >
> > Had a similar problem happen - and recently too.
> >
> >
> >
> > The best way is a pain in the neck, but it works:
> >
> >
> >
> > 1. Un-receive the receipt, for the same unit price as the original
> > receipt
> >
> > 2. Create a regular invoice for the negative receipt you created in
> > Step 1. If there was variance, make sure you change the amount of the new
> > invoice to match the old one (except negative, of course). Once approved,
> > this will create the exact opposite variance receipt to the original
> > variance receipt that was created (if a variance receipt was created at
> > all).
> >
> > 3. Re-receive the item/service
> >
> > 4. Re-invoice the item/service for the correct price.
> >
> >
> >
> > I talked to IBM Support about a situation which was pretty much the same,
> > and they said that's the only way they could think of to sort things out
> > properly.
> >
> >
> >
> >
> >
> >
> >
> > Shannon
> >
> >
> >
> > From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
> Of
> > Travis Herron
> > Sent: May-01-12 10:02 AM
> > To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> > Subject: [MAXIMO List] Re: Invoice question
> >
> >
> >
> >
> >
> > So I was looking through some old stuff and found this question I'd asked.
> > Looks like there were no responses. Anyone have ideas? Anyone know if it
> is
> > fixed in 7.x?
> >
> > All I can figure is just put it in as a Service of "price adjustment," but
> > that does not fix the cost of the item, which will affect the next PO for
> > that item. Or, make a return entry in Receiving, and then receive it back
> > in? That seems silly, and the invoice will "be" right but it won't "look"
> > right (the Credit Memo has listed the price difference, but under this
> > approach you'd have an Invoice with the original wrong price; a second
> > Invoice with the new price but no paperwork from the vendor to back it up;
> > and a Credit Memo that would have to totally negate the original Invoice
> > which would not match what's on the Credit paperwork).
> >
> > --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> <mailto:MAXIMO%40yahoogroups.com> , "Travis
> > Herron" <therron@> wrote:
> > >
> > > Maximo 6.2.6, SQL Server, weblogic
> > >
> > > Suppose you purchase a product, receive it, get invoiced for it, and pay
> > the bill. Later, you realize that you were overcharged for the item (for
> > simplicity's sake, let's say you were overcharged $5 each, and let's say
> you
> > bought 10 EACHes). The vendor agrees to credit you the overage amount.
> > Vendor sends a credit memo. You want to enter this credit memo into
> Maximo.
> > How do you do it?
> > >
> > > --I've tried making a new invoice with Credit as the type, entering the
> PO
> > number, going to the Lines tab, entering the PO Line number so it brings
> up
> > the item that was ordered, then just putting in the line cost difference.
> > Per this example, I put $50 in the Line Cost field. When I try to close
> the
> > Invoice (that is, change the status to PAID), it returns an error that
> there
> > is a zero quantity for the invoice line.
> > >
> > > --So then I try to put a quantity in there (10) and a unit price($5) so
> > that the line cost is $50. When I try to PAY that, it returns an error
> > saying there are no matching receipts for that line. What it really meant
> to
> > say was that there were no matching RETURNS against that PO for that item.
> > >
> > > --The only thing I can get to work correctly is a SERVICE Invoice Line
> and
> > just write in "overcharge" or something like it, and put in the linecost.
> > But that doesn't correct the item cost. . .you know how it works with
> "what
> > you paid last time is what you'll pay next time."
> > >
> > > Anyone have any helpful hints?
> > >
> > > Travis Herron
> > >
> >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
>
>
Already exists in 7.5
Arden Juby - Principal
Cell : 770-331-0919
[cid:E095339E-EAF9-443A-AAD4-E7E18F08B6B3]
[cid:5184F013-DB5A-437C-A768-69CB67BB05C1]
From: Shannon Rotz <shannonrotz@yahoo.ca<mailto:shannonrotz@yahoo.ca>>
Reply-To: "MAXIMO@yahoogroups.com<mailto:MAXIMO@yahoogroups.com>" <MAXIMO@yahoogroups.com<mailto:MAXIMO@yahoogroups.com>>
Date: Wednesday, May 2, 2012 1:04 PM
To: "MAXIMO@yahoogroups.com<mailto:MAXIMO@yahoogroups.com>" <MAXIMO@yahoogroups.com<mailto:MAXIMO@yahoogroups.com>>
Subject: RE: [MAXIMO List] Re: Invoice question
I was thinking of an RFE myself - definitely I'm in for it!
What I would like to see is the ability to go to an invoice that has already
been approved, and say "Reverse this invoice" or something like that, and
have it generate a new invoice for a credit amount. That would include
generating all of the invoice match entries and variance receipts it
generated the first time, except as a credit.
That would be the ideal .
Shannon
From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
Travis Herron
Sent: May-02-12 7:25 AM
To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
Subject: [MAXIMO List] Re: Invoice question
I think that was about what I rambled on about at the end of my last post.
Calling it a "pain in the neck" is too kind.
Can we all collaborate on the specifics of how we would want it to be fixed,
then submit an RFE for it and we'll all vote for it?
Travis Herron
--- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> , "Shannon
Rotz" <shannonrotz@...> wrote:
>
> Had a similar problem happen - and recently too.
>
>
>
> The best way is a pain in the neck, but it works:
>
>
>
> 1. Un-receive the receipt, for the same unit price as the original
> receipt
>
> 2. Create a regular invoice for the negative receipt you created in
> Step 1. If there was variance, make sure you change the amount of the new
> invoice to match the old one (except negative, of course). Once approved,
> this will create the exact opposite variance receipt to the original
> variance receipt that was created (if a variance receipt was created at
> all).
>
> 3. Re-receive the item/service
>
> 4. Re-invoice the item/service for the correct price.
>
>
>
> I talked to IBM Support about a situation which was pretty much the same,
> and they said that's the only way they could think of to sort things out
> properly.
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
[mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
Of
> Travis Herron
> Sent: May-01-12 10:02 AM
> To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
>
>
> So I was looking through some old stuff and found this question I'd asked.
> Looks like there were no responses. Anyone have ideas? Anyone know if it
is
> fixed in 7.x?
>
> All I can figure is just put it in as a Service of "price adjustment," but
> that does not fix the cost of the item, which will affect the next PO for
> that item. Or, make a return entry in Receiving, and then receive it back
> in? That seems silly, and the invoice will "be" right but it won't "look"
> right (the Credit Memo has listed the price difference, but under this
> approach you'd have an Invoice with the original wrong price; a second
> Invoice with the new price but no paperwork from the vendor to back it up;
> and a Credit Memo that would have to totally negate the original Invoice
> which would not match what's on the Credit paperwork).
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com> , "Travis
> Herron" <therron@> wrote:
> >
> > Maximo 6.2.6, SQL Server, weblogic
> >
> > Suppose you purchase a product, receive it, get invoiced for it, and pay
> the bill. Later, you realize that you were overcharged for the item (for
> simplicity's sake, let's say you were overcharged $5 each, and let's say
you
> bought 10 EACHes). The vendor agrees to credit you the overage amount.
> Vendor sends a credit memo. You want to enter this credit memo into
Maximo.
> How do you do it?
> >
> > --I've tried making a new invoice with Credit as the type, entering the
PO
> number, going to the Lines tab, entering the PO Line number so it brings
up
> the item that was ordered, then just putting in the line cost difference.
> Per this example, I put $50 in the Line Cost field. When I try to close
the
> Invoice (that is, change the status to PAID), it returns an error that
there
> is a zero quantity for the invoice line.
> >
> > --So then I try to put a quantity in there (10) and a unit price($5) so
> that the line cost is $50. When I try to PAY that, it returns an error
> saying there are no matching receipts for that line. What it really meant
to
> say was that there were no matching RETURNS against that PO for that item.
> >
> > --The only thing I can get to work correctly is a SERVICE Invoice Line
and
> just write in "overcharge" or something like it, and put in the linecost.
> But that doesn't correct the item cost. . .you know how it works with
"what
> you paid last time is what you'll pay next time."
> >
> > Anyone have any helpful hints?
> >
> > Travis Herron
> >
>
>
>
>
>
>
>
Good to hear Andy!
We are in the process of upgrading from v6.2.4 to v7.5. Have any other great insites to share? Do you have any useful information on Inventory Usage module? IBM sure doesn't. We are stumbling here.
Thanx
________________________________
From: andrew.tess <atess@hdsmail.ucsd.edu>
To: MAXIMO@yahoogroups.com
Sent: Wednesday, May 2, 2012 3:08 PM
Subject: [MAXIMO List] Re: Invoice question
I have been running Maximo 7.5 since August. I can report that receipt voiding does just what is mentioned below. But this is only one of the great features of 7.5.
Andy
--- In MAXIMO@yahoogroups.com, ron_bryant@... wrote:
>
> It's my understanding that in 7.5 at least, the "Select Receipts to Void" button on the receiving app does just that, including creating an offsetting invoice for the original amount. Then the receipt can be done correctly and re-Invoiced. Does anybody have more information about that?
>
>
> Ron Bryant
> IT Business Consultant
> Plant Systems & Controls
> Cargill
>
> Linkedin Profile<http://www.linkedin.com/in/ronaldbryant>
>
>
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of shannonrotz@...
> Sent: Wednesday, May 02, 2012 12:05 PM
> To: MAXIMO@yahoogroups.com
> Subject: RE: [MAXIMO List] Re: Invoice question
>
>
>
> I was thinking of an RFE myself - definitely I'm in for it!
>
> What I would like to see is the ability to go to an invoice that has already
> been approved, and say "Reverse this invoice" or something like that, and
> have it generate a new invoice for a credit amount. That would include
> generating all of the invoice match entries and variance receipts it
> generated the first time, except as a credit.
>
> That would be the ideal .
>
> Shannon
>
> From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
> Travis Herron
> Sent: May-02-12 7:25 AM
> To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: Invoice question
>
> I think that was about what I rambled on about at the end of my last post.
> Calling it a "pain in the neck" is too kind.
>
> Can we all collaborate on the specifics of how we would want it to be fixed,
> then submit an RFE for it and we'll all vote for it?
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> , "Shannon
> Rotz" <shannonrotz@<mailto:shannonrotz@>> wrote:
> >
> > Had a similar problem happen - and recently too.
> >
> >
> >
> > The best way is a pain in the neck, but it works:
> >
> >
> >
> > 1. Un-receive the receipt, for the same unit price as the original
> > receipt
> >
> > 2. Create a regular invoice for the negative receipt you created in
> > Step 1. If there was variance, make sure you change the amount of the new
> > invoice to match the old one (except negative, of course). Once approved,
> > this will create the exact opposite variance receipt to the original
> > variance receipt that was created (if a variance receipt was created at
> > all).
> >
> > 3. Re-receive the item/service
> >
> > 4. Re-invoice the item/service for the correct price.
> >
> >
> >
> > I talked to IBM Support about a situation which was pretty much the same,
> > and they said that's the only way they could think of to sort things out
> > properly.
> >
> >
> >
> >
> >
> >
> >
> > Shannon
> >
> >
> >
> > From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
> Of
> > Travis Herron
> > Sent: May-01-12 10:02 AM
> > To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> > Subject: [MAXIMO List] Re: Invoice question
> >
> >
> >
> >
> >
> > So I was looking through some old stuff and found this question I'd asked.
> > Looks like there were no responses. Anyone have ideas? Anyone know if it
> is
> > fixed in 7.x?
> >
> > All I can figure is just put it in as a Service of "price adjustment," but
> > that does not fix the cost of the item, which will affect the next PO for
> > that item. Or, make a return entry in Receiving, and then receive it back
> > in? That seems silly, and the invoice will "be" right but it won't "look"
> > right (the Credit Memo has listed the price difference, but under this
> > approach you'd have an Invoice with the original wrong price; a second
> > Invoice with the new price but no paperwork from the vendor to back it up;
> > and a Credit Memo that would have to totally negate the original Invoice
> > which would not match what's on the Credit paperwork).
> >
> > --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> <mailto:MAXIMO%40yahoogroups.com> , "Travis
> > Herron" <therron@> wrote:
> > >
> > > Maximo 6.2.6, SQL Server, weblogic
> > >
> > > Suppose you purchase a product, receive it, get invoiced for it, and pay
> > the bill. Later, you realize that you were overcharged for the item (for
> > simplicity's sake, let's say you were overcharged $5 each, and let's say
> you
> > bought 10 EACHes). The vendor agrees to credit you the overage amount.
> > Vendor sends a credit memo. You want to enter this credit memo into
> Maximo.
> > How do you do it?
> > >
> > > --I've tried making a new invoice with Credit as the type, entering the
> PO
> > number, going to the Lines tab, entering the PO Line number so it brings
> up
> > the item that was ordered, then just putting in the line cost difference.
> > Per this example, I put $50 in the Line Cost field. When I try to close
> the
> > Invoice (that is, change the status to PAID), it returns an error that
> there
> > is a zero quantity for the invoice line.
> > >
> > > --So then I try to put a quantity in there (10) and a unit price($5) so
> > that the line cost is $50. When I try to PAY that, it returns an error
> > saying there are no matching receipts for that line. What it really meant
> to
> > say was that there were no matching RETURNS against that PO for that item.
> > >
> > > --The only thing I can get to work correctly is a SERVICE Invoice Line
> and
> > just write in "overcharge" or something like it, and put in the linecost.
> > But that doesn't correct the item cost. . .you know how it works with
> "what
> > you paid last time is what you'll pay next time."
> > >
> > > Anyone have any helpful hints?
> > >
> > > Travis Herron
> > >
> >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
>
>
Inventory usage is really like issues and transfers. Our central storehouse uses it in almost the same way as they did before. The added features allow for traking of items as they move from start to finish (like tracking ship items between site and creating receipts for the exchange). But think of it as expanding, improving and rebranding of issues and transfers.
Andy
--- In MAXIMO@yahoogroups.com, Chris Brandon <cbrandon63@...> wrote:
>
> Good to hear Andy!
> Â
> We are in the process of upgrading from v6.2.4 to v7.5. Have any other great insites to share? Do you have any useful information on Inventory Usage module? IBM sure doesn't. We are stumbling here.Â
> Â
> Thanx
>
>
> ________________________________
> From: andrew.tess <atess@...>
> To: MAXIMO@yahoogroups.com
> Sent: Wednesday, May 2, 2012 3:08 PM
> Subject: [MAXIMO List] Re: Invoice question
>
>
>
> Â
>
> I have been running Maximo 7.5 since August. I can report that receipt voiding does just what is mentioned below. But this is only one of the great features of 7.5.
>
> Andy
>
> --- In MAXIMO@yahoogroups.com, ron_bryant@ wrote:
> >
> > It's my understanding that in 7.5 at least, the "Select Receipts to Void" button on the receiving app does just that, including creating an offsetting invoice for the original amount. Then the receipt can be done correctly and re-Invoiced. Does anybody have more information about that?
> >
> >
> > Ron Bryant
> > IT Business Consultant
> > Plant Systems & Controls
> > Cargill
> >
> > Linkedin Profile<http://www.linkedin.com/in/ronaldbryant>
> >
> >
> >
> > From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of shannonrotz@
> > Sent: Wednesday, May 02, 2012 12:05 PM
> > To: MAXIMO@yahoogroups.com
> > Subject: RE: [MAXIMO List] Re: Invoice question
> >
> >
> >
> > I was thinking of an RFE myself - definitely I'm in for it!
> >
> > What I would like to see is the ability to go to an invoice that has already
> > been approved, and say "Reverse this invoice" or something like that, and
> > have it generate a new invoice for a credit amount. That would include
> > generating all of the invoice match entries and variance receipts it
> > generated the first time, except as a credit.
> >
> > That would be the ideal .
> >
> > Shannon
> >
> > From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>] On Behalf Of
> > Travis Herron
> > Sent: May-02-12 7:25 AM
> > To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com>
> > Subject: [MAXIMO List] Re: Invoice question
> >
> > I think that was about what I rambled on about at the end of my last post.
> > Calling it a "pain in the neck" is too kind.
> >
> > Can we all collaborate on the specifics of how we would want it to be fixed,
> > then submit an RFE for it and we'll all vote for it?
> >
> > Travis Herron
> >
> > --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> , "Shannon
> > Rotz" <shannonrotz@<mailto:shannonrotz@>> wrote:
> > >
> > > Had a similar problem happen - and recently too.
> > >
> > >
> > >
> > > The best way is a pain in the neck, but it works:
> > >
> > >
> > >
> > > 1. Un-receive the receipt, for the same unit price as the original
> > > receipt
> > >
> > > 2. Create a regular invoice for the negative receipt you created in
> > > Step 1. If there was variance, make sure you change the amount of the new
> > > invoice to match the old one (except negative, of course). Once approved,
> > > this will create the exact opposite variance receipt to the original
> > > variance receipt that was created (if a variance receipt was created at
> > > all).
> > >
> > > 3. Re-receive the item/service
> > >
> > > 4. Re-invoice the item/service for the correct price.
> > >
> > >
> > >
> > > I talked to IBM Support about a situation which was pretty much the same,
> > > and they said that's the only way they could think of to sort things out
> > > properly.
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> > > Shannon
> > >
> > >
> > >
> > > From: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> > [mailto:MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
> > Of
> > > Travis Herron
> > > Sent: May-01-12 10:02 AM
> > > To: MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> > > Subject: [MAXIMO List] Re: Invoice question
> > >
> > >
> > >
> > >
> > >
> > > So I was looking through some old stuff and found this question I'd asked.
> > > Looks like there were no responses. Anyone have ideas? Anyone know if it
> > is
> > > fixed in 7.x?
> > >
> > > All I can figure is just put it in as a Service of "price adjustment," but
> > > that does not fix the cost of the item, which will affect the next PO for
> > > that item. Or, make a return entry in Receiving, and then receive it back
> > > in? That seems silly, and the invoice will "be" right but it won't "look"
> > > right (the Credit Memo has listed the price difference, but under this
> > > approach you'd have an Invoice with the original wrong price; a second
> > > Invoice with the new price but no paperwork from the vendor to back it up;
> > > and a Credit Memo that would have to totally negate the original Invoice
> > > which would not match what's on the Credit paperwork).
> > >
> > > --- In MAXIMO@yahoogroups.com<mailto:MAXIMO%40yahoogroups.com> <mailto:MAXIMO%40yahoogroups.com>
> > <mailto:MAXIMO%40yahoogroups.com> , "Travis
> > > Herron" <therron@> wrote:
> > > >
> > > > Maximo 6.2.6, SQL Server, weblogic
> > > >
> > > > Suppose you purchase a product, receive it, get invoiced for it, and pay
> > > the bill. Later, you realize that you were overcharged for the item (for
> > > simplicity's sake, let's say you were overcharged $5 each, and let's say
> > you
> > > bought 10 EACHes). The vendor agrees to credit you the overage amount.
> > > Vendor sends a credit memo. You want to enter this credit memo into
> > Maximo.
> > > How do you do it?
> > > >
> > > > --I've tried making a new invoice with Credit as the type, entering the
> > PO
> > > number, going to the Lines tab, entering the PO Line number so it brings
> > up
> > > the item that was ordered, then just putting in the line cost difference.
> > > Per this example, I put $50 in the Line Cost field. When I try to close
> > the
> > > Invoice (that is, change the status to PAID), it returns an error that
> > there
> > > is a zero quantity for the invoice line.
> > > >
> > > > --So then I try to put a quantity in there (10) and a unit price($5) so
> > > that the line cost is $50. When I try to PAY that, it returns an error
> > > saying there are no matching receipts for that line. What it really meant
> > to
> > > say was that there were no matching RETURNS against that PO for that item.
> > > >
> > > > --The only thing I can get to work correctly is a SERVICE Invoice Line
> > and
> > > just write in "overcharge" or something like it, and put in the linecost.
> > > But that doesn't correct the item cost. . .you know how it works with
> > "what
> > > you paid last time is what you'll pay next time."
> > > >
> > > > Anyone have any helpful hints?
> > > >
> > > > Travis Herron
> > > >
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
>