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