Requisitions

This section contains enhancements in Infor Financials and Supply Management for 11.0.77.0.

Limit Maximum Requisition Quantity restrictions to non-par locations

Issues or shortcomings encountered:

Customers were not allowed to select which location types the maximum requisition quantity constraint can be applied to. All location types, including par locations and exchange carts, were subject to validation against the maximum requisition quantity set-up in the item location.

Program/Business class/Process affected:

  • Inventory company

  • Requisitions

Use these steps to test the enhancement:

Scenario 1: Apply Maximum Requisition Quantity To = All Locations

  1. Access the inventory company and set the Apply Maximum Requisition Quantity To field to All Locations.
  2. Create a new item. Create an inventory-tracked item location for the item and specify a maximum requisition quantity (e.g. 80).
  3. Create a requisition for the item using a standard requesting location. Specify a quantity (e.g. 81) on the requisition line that exceeds the maximum requisition quantity that is specified on the item location.
  4. Verify that the error message "Maximum requisition quantity of <Quantity> <Stock UOM> exceeded for item <Item>" is displayed.
  5. Specify a quantity (e.g. 79) that is equal to or less than the maximum requisition quantity, and save. Verify that the requisition line is successfully created with no error message.
  6. Release the requisition.
  7. Create another item. Create an inventory-tracked item location for the item and specify a maximum requisition quantity (e.g. 80).
  8. Add the item as a par item for a par location. Specify a par level (e.g. 100) that is greater than the maximum requisition quantity.
  9. Perform a par count. Enter a par location count (e.g. 19) that when subtracted from the par level, produces a quantity (e.g. 81) that is greater than the maximum requisition quantity on the item location. Verify that the error message "Maximum requisition quantity of <Quantity> <Stock UOM> exceeded for item <Item>" is displayed.
  10. Enter a par location count (e.g. 20) that when subtracted from the par level, produces a quantity (e.g. 80) that is equal to or less than the maximum requisition quantity on the item location. Verify that no error message is displayed and the par count is successful.
  11. Release the requisition that was created from the par count.

Scenario 2: Apply Maximum Requisition Quantity To = Non Par Locations Only

  1. Access the inventory company and set the Apply Maximum Requisition Quantity To field to Non Par Locations Only.
  2. Create a new item. Create an inventory-tracked item location for the item and specify a maximum requisition quantity (e.g. 80).
  3. Create a requisition for the item using a standard requesting location. Specify a quantity (e.g. 81) on the requisition line that exceeds the maximum requisition quantity entered on the item location. Verify that the error message "Maximum requisition quantity of <Quantity> <Stock UOM> exceeded for item <Item>" is displayed.
  4. Enter a quantity (e.g. 79) that is equal to or less than the maximum requisition quantity, and save. Verify that the requisition line is successfully created, and no error message is displayed.
  5. Release the requisition.
  6. Create another item. Create an inventory-tracked item location for the item and specify a maximum requisition quantity (e.g. 80).
  7. Add the item as a par item for a par location. Specify a par level (e.g. 100) that is greater than the maximum requisition quantity.
  8. Perform a par count. Enter a par location count (e.g. 19) that when subtracted from the par level, produces a quantity (e.g. 81) that is greater than the maximum requisition quantity on the item location. Verify that no error message is displayed and that the par count is successful.
  9. Release the requisition created from the par count.

JT-1431975