Change Item price on a COMPLETED Purchase Order

[James McGill-5]

My users frequently need to change prices on items on Purchase Orders after
they are completed.

I cannot follow the Purchase Order logic well enough to be sure of all
consequences if I change a completed order.
Basically, we order at one price,  but may receive and invoice at a
different price, and this happens frequently.

I don't know if I should be adding an adjustment item to each order, or just
changing the unit price in the corresponding
OrderItem, and I don't know if there are any non-obvious consequences (like
accounting transactions) that would be missed
if I do that.

Please advise.

--
James McGill
Phoenix AZ

[Vince Clark]

You can change the price when you receive. This will affect cost and the vendor invoice that is generated. So no, I do not believe you need an adjustment.


Vince Clark
[hidden email]
[phone] office
[phone] cell


----- Original Message -----
From: "James McGill" <[hidden email]>
To: [hidden email]
Sent: Wednesday, April 21, 2010 12:12:06 PM
Subject: Change Item price on a COMPLETED Purchase Order

My users frequently need to change prices on items on Purchase Orders after
they are completed.

I cannot follow the Purchase Order logic well enough to be sure of all
consequences if I change a completed order.
Basically, we order at one price,  but may receive and invoice at a
different price, and this happens frequently.

I don't know if I should be adding an adjustment item to each order, or just
changing the unit price in the corresponding
OrderItem, and I don't know if there are any non-obvious consequences (like
accounting transactions) that would be missed
if I do that.

Please advise.

--
James McGill
Phoenix AZ

[BJ Freeman]

shortanswer OOTB it can not be done.
couple suggestions:
1)when recieving enter the Actual price on the included Invoice. if they
don't ship a invoice with it then put the product on hold till you get
the price. you will have to add the hold.
2) more complicated depends on the requirement of the customer, but you
open the PO the do a price change, then close it. you can follow the
code for recieveing to see how much you can re-use.

it helps when tracing to use the webtools artifact.
it will tell you a lot about an entity, service and ECAs,


=========================
BJ Freeman
http://bjfreeman.elance.com
Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=93>
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James McGill sent the following on 4/21/2010 11:12 AM:

> My users frequently need to change prices on items on Purchase Orders after
> they are completed.
>
> I cannot follow the Purchase Order logic well enough to be sure of all
> consequences if I change a completed order.
> Basically, we order at one price,  but may receive and invoice at a
> different price, and this happens frequently.
>
> I don't know if I should be adding an adjustment item to each order, or just
> changing the unit price in the corresponding
> OrderItem, and I don't know if there are any non-obvious consequences (like
> accounting transactions) that would be missed
> if I do that.
>
> Please advise.
>

[James McGill-5]

On Wed, Apr 21, 2010 at 12:37 PM, BJ Freeman <[hidden email]> wrote:

> shortanswer OOTB it can not be done.
>

Good to know.  I'm pretty comfortable with  receiveInventoryProduct, etc.

I think what I will do is introduce an entity for this adjustment, keyed to
an OrderItem,
and have the Order application consider these adjustments.

Changing the price at receiving will not work for us.  Purchasing and
receiving roles
are somewhat disconnected, and we have some other requirements that would
seem
strange and unwieldy outside of our industry.

Mostly wanted to know I'm not duplicating or breaking existing OFBiz
functionality; thanks!

--
James McGill
Phoenix AZ

[BJ Freeman]

there is a eca for prices change that tracks those.
see ProductPriceChange entity view it in the atrifact.

from a accounting if you already posted the invoice then you need to do
debit credit transaction against the invoice.
you should not need to crate anything accept code.

=========================
BJ Freeman
http://bjfreeman.elance.com
Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=93>
Specialtymarket.com <http://www.specialtymarket.com/>

Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man
Linkedin
<http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro>


James McGill sent the following on 4/21/2010 3:06 PM:

> On Wed, Apr 21, 2010 at 12:37 PM, BJ Freeman <[hidden email]> wrote:
>
>> shortanswer OOTB it can not be done.
>>
>
> Good to know.  I'm pretty comfortable with  receiveInventoryProduct, etc.
>
> I think what I will do is introduce an entity for this adjustment, keyed to
> an OrderItem,
> and have the Order application consider these adjustments.
>
> Changing the price at receiving will not work for us.  Purchasing and
> receiving roles
> are somewhat disconnected, and we have some other requirements that would
> seem
> strange and unwieldy outside of our industry.
>
> Mostly wanted to know I'm not duplicating or breaking existing OFBiz
> functionality; thanks!
>

[James McGill-5]

On Wed, Apr 21, 2010 at 3:35 PM, BJ Freeman <[hidden email]> wrote:

> there is a eca for prices change that tracks those.
> see ProductPriceChange entity view it in the atrifact.
>

That would be from a Product perspective, where we don't want to change the
price.
 We only want to adjust the price for a given receipt, and only after the PO
is "COMPLETED"
 but wouldn't ProductPriceChange affect catalogs and all other PO's?

That's why I want to actually add Items to an existing PO, so that I have
traceability to the original order,
the original receipt, and the adjustments, separately.  If I just change the
price on the product, or just change
the price on an OrderItem and InventoryItem, I've lost traceability, right?

(Our problem is related to some very particular business logic that applies
to aircraft parts -- there
are a lot of things we do that won't fit other shops)

--
James McGill
Phoenix AZ

[BJ Freeman]

product entity is used for all things
the one deviation is supplier products.
I say deviation because that is not the way Data model book does it.
also ProductPrice.productPricePurposeId and
ProductPriceChange.productPricePurposeId
define what the price is used for, like purchase.
you can find these out by useing webtools look at the entity then look
at the relationship.
you can click on view relationship then name in the related Entity column.
so you will have to change the ProductPrice that are linked to the
product in the order item.

=========================
BJ Freeman
http://bjfreeman.elance.com
Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=93>
Specialtymarket.com <http://www.specialtymarket.com/>

Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man
Linkedin
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James McGill sent the following on 4/21/2010 4:21 PM:

> On Wed, Apr 21, 2010 at 3:35 PM, BJ Freeman <[hidden email]> wrote:
>
>> there is a eca for prices change that tracks those.
>> see ProductPriceChange entity view it in the atrifact.
>>
>
> That would be from a Product perspective, where we don't want to change the
> price.
>  We only want to adjust the price for a given receipt, and only after the PO
> is "COMPLETED"
>  but wouldn't ProductPriceChange affect catalogs and all other PO's?
>
> That's why I want to actually add Items to an existing PO, so that I have
> traceability to the original order,
> the original receipt, and the adjustments, separately.  If I just change the
> price on the product, or just change
> the price on an OrderItem and InventoryItem, I've lost traceability, right?
>
> (Our problem is related to some very particular business logic that applies
> to aircraft parts -- there
> are a lot of things we do that won't fit other shops)
>

[BJ Freeman]

you may confused by InventoryItEM and its variance.
see the Datamodel book Vol 1 page 84
the product is the item you ordered
the inventory item is how many and where located.
Inventtory Item has a variance about how many you actually have.



=========================
BJ Freeman
http://bjfreeman.elance.com
Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=93>
Specialtymarket.com <http://www.specialtymarket.com/>

Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man
Linkedin
<http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro>


BJ Freeman sent the following on 4/21/2010 4:48 PM:

> product entity is used for all things
> the one deviation is supplier products.
> I say deviation because that is not the way Data model book does it.
> also ProductPrice.productPricePurposeId and
> ProductPriceChange.productPricePurposeId
> define what the price is used for, like purchase.
> you can find these out by useing webtools look at the entity then look
> at the relationship.
> you can click on view relationship then name in the related Entity column.
> so you will have to change the ProductPrice that are linked to the
> product in the order item.
>
> =========================
> BJ Freeman
> http://bjfreeman.elance.com
> Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=93>
> Specialtymarket.com <http://www.specialtymarket.com/>
>
> Systems Integrator-- Glad to Assist
>
> Chat  Y! messenger: bjfr33man
> Linkedin
> <http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro>
>
>
> James McGill sent the following on 4/21/2010 4:21 PM:
>> On Wed, Apr 21, 2010 at 3:35 PM, BJ Freeman <[hidden email]> wrote:
>>
>>> there is a eca for prices change that tracks those.
>>> see ProductPriceChange entity view it in the atrifact.
>>>
>> That would be from a Product perspective, where we don't want to change the
>> price.
>>  We only want to adjust the price for a given receipt, and only after the PO
>> is "COMPLETED"
>>  but wouldn't ProductPriceChange affect catalogs and all other PO's?
>>
>> That's why I want to actually add Items to an existing PO, so that I have
>> traceability to the original order,
>> the original receipt, and the adjustments, separately.  If I just change the
>> price on the product, or just change
>> the price on an OrderItem and InventoryItem, I've lost traceability, right?
>>
>> (Our problem is related to some very particular business logic that applies
>> to aircraft parts -- there
>> are a lot of things we do that won't fit other shops)
>>
>
>
>

[James McGill-5]

On Wed, Apr 21, 2010 at 5:48 PM, BJ Freeman <[hidden email]> wrote:

> you may confused by InventoryItEM and its variance.
> see the Datamodel book Vol 1 page 84
> the product is the item you ordered
> the inventory item is how many and where located.
> Inventtory Item has a variance about how many you actually have.
>
>
Ok, but the scenario is something like this:

A purchase order is cut for Product 10000, qty 1, price $100.00.

That item is then received.  The person doing the receiving has no authority
to vary the price, only to inspect it and give it a lot number
(InventoryItemId.)
Inventory record is written.

After this, while invoicing, and long after the Order is "COMPLETED", we
want to change the price, and have that altered price be reflected in the
inventory record that was written.

I'm obviously not communicating the scenario very well, and I don't
understand how inventory variance can change an OrderItem line.

I think I solved the problem for my shop by doing exactly that, making it
possible to edit the price on an OrderItem after the fact, and having that
price change update whatever inventory was received against that item, all
while keeping the order closed.

What I'm trying to learn is whether there are going to be any strange
consequences from doing that.