Fill/Kill setting

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Bev Edwards
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    What form is used to set the fill/kill option for an item?
    Michelle Wetzel
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      It's not set by the item. It's set by the requesting location. So RQ01.
      David Williams
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        That is set by req loc on RQ01 and is for all items at that location
        David Williams
        Bev Edwards
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          Ok, thank you.
          I looked at the RQ01 for an item that was killed on a req.
          The location on the RQ01 has GS for the From loc.
          The IC12 for the From loc has Inventory tracking set to N and the buyer is telling me they no longer stock the item there. She said the item on the req should've gone to the buyer so they could then order from the vendor.
          Not sure how this can work if the RQ01 for this requesting loc is set to have their orders replenished from that GS location.
          David Williams
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            You also have to look at the IC12 setting for GS to make sure other flags aren't set incorrectly. The item should still be active and the Purchasing flag still set to Yes, for example.
            David Williams
            Bev Edwards
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              David,

              The item is active in the GS location in IC12, but I do not see a Purchasing field on that form.

              The uom on the req was PR and it was an Owens & Minor order. The item type on the req is labeled Inventory and I'm thinking it should be non-stock.

              I also know that O&M will kill any LUM items that may be on backorder but not sure if this is the case, since it's gloves.

              David Williams
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                The Automatic Purchasing flag is on the Source tab of IC12, but I'm not sure it makes a difference to non-stock items. Yes, the item has to be non-stock on the requisition with the Create PO flag set to Yes. Did the req get created before the item was flipped to non-stock? O&M settings wouldn't effect Lawson.
                David Williams
                David Williams
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                  Update the IC11 Buy UOM flag to the correct value as well.
                  David Williams
                  Mike Bernhard
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                    Hi Bev. In response to your comment "Not sure how this can work if the RQ01 for this requesting loc is set to have their orders replenished from that GS location";

                    ANSWER: An item can be established as a non-stock by either (1) not building it at all in a given from location, or (2) building it and setting the Inventory Tracking to "N".

                     

                    Side note: If an item is setup with Inventory Tracking = Y, then changing the Inventory Tracking flag from "Y" to "N" will change the item from Inventory to Nonstock.

                    Mike Bernhard
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                      That said, David is correct to ask if the item was recently flipped from stock to non-stock, as this may make you pull your hair out during troubleshooting.

                      Since you are trying to prevent the problem from reoccurring, here is what I would try before proceeding any further with investigating the configuration, settings, etc.

                      Create a new requisition for this item using the same FROM LOCATION ("GS") that was used originally (or sit with the requester and have them do this). After the req line is created, poke around on the req line in RQ10 and look at the item type (and the create PO flag). If the the ITEM TYPE = "N" and the CREATE PO flag = "Y" then the item is a nonstock.  Alternatively, if the ITEM TYPE = "I" and CREATE PO = "N", the item is an INVENTORY item.

                      From what you have shared above, I think you will find that the item gets built as a non-stock and your problem of worrying about the fill/kill functionality is resolved. In other words, since the item is now setup as a non-stock, the fill/kill functionality won't matter any longer.  

                      That said, you may still want to know how the item was first built, in which case you need to look at the original requisition to determine the ITEM TYPE.  If it was built as an Inventory Item on the original requisition, then you can rest assured that the problem won't happen again, since you now know that item will be built as a non-stock in the future.  However, if it was a non-stock on the original requisition, then you need to consider that a buyer probably cancelled the original req line.  Let me know if you need help with figuring that out.

                      Back to the test requisition from above, if your test reveals that the item gets built as an INVENTORY item on your test requisition, then let us know - something is really goofy if an item that is setup in IC12 with Inventory Tracking = "N" get built as an Inventory item.


                      I hope this helps. Let us know if you need more assistance.
                      Bev Edwards
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                        Thanks Mike!
                        I will have the user try to create a req with just that item to see what happens.
                        The oddity I saw was when I looked at the req in RQ44, there is no PO #, however the buyer is telling me the department received all of their order, except the one that was killed by Lawson. :blink:
                        I'm going to follow up with her today. I'll reply back and let you know how it went.
                        Thanks everyone!