Overview
This process is used to reverse a prior PO Receipt transaction.
Processing Notes
When the Purchase Order Receipt Reversal transaction is initiated from a Visualforce (VF) Page, the system creates the custom setting 'POReceiptRev_RunAsQueueableClass' with a default value of True if it doesn't exist.
Salesforce has a limitation that only a maximum of 5 concurrent Batch Apex processes can run simultaneously.
The Purchase Order Receipt Reversal transaction initiated from the VF page is processed based on the value of the custom setting 'POReceiptRev_RunAsQueueableClass' as mentioned below:
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When the custom setting is True, a Queueable job will be created for the transaction using Salesforce Flex Queue. If 5 batch processes are running concurrently, this job will remain in the queue and will be processed when a batch is available for processing.
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When the custom setting is False, the system processes the transaction based on the quantity to be processed:
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If the quantity to be processed is less (i.e., < 25), the system processes it synchronously.
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If more quantity is to be processed and a batch is available for processing, the system processes it as an asynchronous Batch Apex. If 5 batch processes run concurrently, an error message will be displayed, indicating that the Salesforce server is currently unavailable to process the job.
NOTE The VF page will keep loading until the system processes the job.
Navigation
Purchasing > PO Receipt Reversals
Using this page, you will process reversals of prior PO Receipts for Purchase Order Line items.
NOTE Indirect Materials are always reversed via PO Authorizations, regardless of how the receipt is performed.
Processing
Step 1 – Enter the Required information
Fields
PO Number: The Purchase Order Number that will be reversed.
PO Line: The Purchase Order Line that will be reversed.
Transaction Date: Optional date value used to backdate the Accounting Date for the Purchase Order Receipt reversal transactions completed on this page. If the field is left empty, the processing date will be used.
NOTE If the field Allow Date Override to PO Receipt is set to TRUE in the Cost Accounting Control Record, the field Transaction Date is displayed on the Purchase Order Receipt Reversals page.
PO Receipt Number: The Receipt Number that will be reversed.
RTV: Check the indicator checkbox if the quantity is to be processed as an RTV, which the vendor will not replace.
IMPORTANT In the case of an RTV (Return-to-Vendor), the RTV checkbox must be checked. When Items are “Returned to Vendor”, the quantity to be received will not be incremented by the quantity returned. The quantity to be received is only incremented when the transaction is not an RTV, but is a reversal. Also, an RTV transaction is permanent, and there is no capability to reverse an RTV. The only option is to increase the Purchase Order Line quantity or add an additional line.
Once the selections are made, the receipt details will be displayed.
Step 2 – Select the transaction to be reversed by clicking the ‘Selected’ checkbox to the far left of the detail line appearing in the lower portion of the page.
Fields
Selected: Check the indicator box for the row to be reversed.
Reverse Quantity: Enter the quantity to be reversed. The quantity to be reversed must be equal to or less than the displayed Purchase Order Line Qty Accepted.
Txn Comment (Optional): Enter free-form transaction comments, which will appear on the resulting Inventory Cost Transaction.
NOTE If the PO reversal is for a subcontract Item, the components issued at ‘backflush’ will be returned to inventory.
Step 3 – Complete the process by clicking the Perform Receipt Reversal button.
SEE ALSO
Purchasing Overview
Purchase Order Receipts
PO Authorization
Expiration Behavior for Lot Controlled Items
