Transfer Charges
Explanation
This activity is used to transfer charges from the Incoming Dispatch
Advice onto connected purchase orders, according to distribution set
on the charge lines.
Prerequisites
- A manually created dispatch advice with connected source order lines
should exist.
- Source order should be Purchase Order.
- At least one not transferred charge line, i.e. charge line with
Transferred to Orders false, should exist for the
Incoming Dispatch Advice.
System Effects
- Charge portions will be transferred to the relevant purchase orders
according to the specified distribution method.
- When the charge is transferred to the Purchase Order, the charge lines
get flagged as Yes in the Transferred to Orders
column. The command will only be enabled for charge lines that are not already
transferred.
- When Purchase Order Authorization is used or when
Enforce Use of Purchase Order Change Orders is enabled
in the Site/Sales and Procurement/Procurement page
General section the user will be prompted to proceed by
automatically create a Purchase Order Change Order.
- When a Purchase Order Change Order already exists different
actions will take place depending on the status.
- Planned - Changes will be added to existing Purchase Order Change
Order without prompt
- Released/Authorized - Existing Purchase Order Change Order must
be handled before new transfers can take place
- Cancelled/PO Updated - The user will be prompted to automatically
create a new Purchase Order Change Order