Templates did not update w/new price

Hi Bev-

If there is no contract price and a price is defaulting, check the cost default hierarchy for that company by going to PO01, then click on Default Rules and the first tab should be the Cost Default rules. Its in PO01.4. Based on the values and hierarchy you've specified will determine how a price defaults. The price does not live on the templates.

Any questions, feel to ask. Hope it helps!

Amanda Valcik
The Valcik Group
AValcik@TheValcikGroup
443.465.1257

PO01.4 - do you have it looking at cost or vendor first?

Then what is the cost defaulting order? Is the template pulling from a different from location than the normal default of RQ01? Check the Vendor Default tab and the Vendor Purch From Default Tab. Make sure Vendor Agreement is higher than Item Source?

See attached screen shot of our PO01.4 and PO15.

This item exists on 4 vendor agreements. The price coming up in RQC when I choose the Template Option is reflecting a price that I don't see on any of the vendor agreements listed in PO28, which is what I don't understand.

The From location is HOSP on the RQ01.1 for that Requesting Location. (1752)

Hi Bev,

The order on your PO01.4 is to look cost from a Contract first, then Last Cost, then Last PO, then IC No Charge Flag, then Catalogs and Quotes and finally a Blanket Order.

So my guess is your PO25 agreements are setup as a Catalog/Quote (type T) and not a Contract (type C). That would mean the cost you are seeing is the Last Cost which you would see on a IC12 drill.

Is that what you are seeing?

Our PO01.4 is setup as follows:

Contract Order 1
Catalogs, Quotes 2
Blanket Order 3
Last Cost 4
Last PO 5
IC No Charge Flag 6

MK, all 3 active vendor agreements are set up as Type C in PO25. 

I drilled on the IC12 record and there is no cost information.

So a couple of quick checks...
1 - If these are new agreements or agreement lines, are they "released"? That is often a stumbling point we come across, especially at the line level.
2 - Does the template line drive the request to a From Company/From Location that is not a participant of the agreements?

Sometimes, Occam's Razor cuts a little to the left,
Red

The item you are looking at, is it an inventory item ? Could the cost you are seeing be an average cost?

Hi Sheri,
  There is no avg. cost listed on the IC12. This isn't an inventory item.

Hi Bev, what does the Agreement Reference field on the RQ10/Lines/Purchasing tab show?  Or, drill on that field and look at the Requistion Line Detail for Cost Source.  Does this narrow down where the cost is coming from?

Hi MK,
  See attached..

Forgot to include the other screen shot.

Cost source says "Entered"

Try this one,,,

For cost source to say Entered - it prompted the user for a cost to release the req.

On you PO01.4 you tell it to look at Vendor first then Cost. What does your Vendor tab on PO01.4 look like?

On the PO25, is the agreement released? Are there participants listed? Is the vendor on it 1990 R6 or is it just 1990 or a different purch from?

Even though it's not inventory tracked - is there still an IC12 for company 10 location HOSP for the item? If so, on the replenishment tab - is there an item source? If so, is it 1990 R6 or something different?

I have to go back to the begining. Your first message said "...the price showing in RQC isn't found on any agreement this item is on." So you are seeing this wrong cost in RQC, before it is even put on a requistion? If you click on the item number in the RQC template, the bottom of the screen will populate with the Agreement Reference and Cost Source. What does this look like?

The Vendor tab on PO01.4 is:
Vendor Agreement - 1
Item Source - 2

Yes, the PO25.6 agreement is released and there is one participant, which is LUM.
Where would I see vendor information to answer your question "Is the vendor on it 1990 R6 or is just 1990 or a different purch from?"

There is not an IC12 for the HOSP location for this item. I'm unable to create one because the GL Categories will not display. When I key in the category (MEDG - our Med Surg GL cat we use for tons of other items), I get a message saying this GL Cat does not exist. When I drill on the field, there is nothing to display.

Bev- If you look at the Line Type for this line it shows "Special". Your requester used the special/service screen and used the Lawson item number as their "special" item. This is why the contract cost didn't attach.

Good catch!

You would find it on the PO25.1 - However what appears to be happening is:

The vendor agreement is for location LUM. The template line makes the from location HOSP which does not have a cost because it is not a participant on the agreement. The user attempting to add the line from the template is likely getting errors which prompts them for cost and the user is avoiding it by changing it to an x type item and then manually entering the cost.

To fix you would either change the PO25 to be for both LUM and HOSP or call it into Infor that PO15.1 won't let you change the From Loc on the line.

Yeah, I'm at a loss as to why you can't change the From Location at the line detail for this item. But it sounds like you don't have any GL Cats built for location HOSP. Try building MEDG in IC04 for HOSP and then build the IC12 record for this item and setup replenishment from 1990-R6. Add HOSP as a participant on the agreement.

MK - I'm seeing the wrong price in RQC before any req has been created.

I clicked on the Item number while in the LUM template and the Agreement Reference is blank. The Cost Source is Contract. Cost Option says Cost Required.

I'm stumped.

Jon - I do see in IC04 where I can create a GL Cat for HOSP, but do I need to fill in all of the Accounting Unit fields? All of the other IC04 correspond to the Location they are set up for.

The AU/Account fields are required in IC04. Just for this experiment you could copy the category from LUM. Just inquire on MEDG for location LUM and then change the location to HOSP and add. Going forward, if you decide to keep it or build more you'll have to determine the correct AUs/accounts for HOSP.

Bev, I'm stumped too. I haven't been able to recreate what you are seeing. If my agreement header or line is on hold, my Cost Source indicates Last Cost, which is correct for my setup.

Your system is indicating the cost should come from a contract, but it's not listing which on. I even tried building 2 contracts with the same effective and pricing dates but my system chose the newest one for costs.

It might be time for Infor Support.

I'm still plugging on this one. I think I stumbled across something that's leading me to why the wrong price is deaulting in RQC when I access the template, but still not quite sure how to correct it.

I looked on PO01.4 again. The value for Cost or Vendor Item First is set to '0'. This says that "If "Cost first then Vendor Item" is selected, then the system will look for the lowest cost before Vendor Default Item setup on PO13."

I also see in PO28 that there are two contracts set up for Bulk. One is vendor direct, the other is through Owens & Minor. (not sure if there should be two separate bulk contracts? This means that there are also 2 separate PO13.3s set up for this item.)

When I take the cost from the vendor direct agreement and divide it by 6 (# of items in the BX), I'm getting the price that I see defaulted when I choose the LUM template through RQC.

I inactivated the item in PO13.3 for the vendor direct agreement. When I went back to RQC, chose the LUM template, clicked on the item, there is still no Vendor agreement reference, but the price is now showing as 0.00.

Not sure how to get it to look to the LUM agreement.

If there are no more thoughts/ideas after reading this, then I'm going to have to consult with a Lawson engineer because I'm totally stuck.