Requirement:
The incoterm value should be maintained as the item line field in a purchase order. And the value should source from the item record as per the preferred vendor setup.
The following scenario will describe the requirement in detail.
Incoterm values – A, B, C
Items – Item 1, Item 2, item 3
Vendor – Vendor1. The incoterm on the vendor record is C.
One PO is created with these 3 items.
Case 1: For Item 1, Vendor 1 is the preferred vendor and the incoterm value given as A. So, the incoterm from Item 1 will be A (to the PO item line)
Case 2: For item 2, Vendor 1 is the preferred vendor. But the Incoterm value given as B. So, the incoterm from Item 2 to the PO line will be B
Case 3: For item 3, Vendor 1 is not the preferred vendor. So, the Incoterm value to the PO line item will be C
Solution
- Create a custom vendor sublist in the item record with an additional field for incoterm. So, there will be vendors and corresponding Incoterm values for these vendors.
Need to check if a custom field can be added to the standard sub list. This is not possible by std (it is an enhancement – 164589)
If this is not possible then need to create a custom sublist with an additional field for Incoterm. Then there is a standard popup for Vendor Purchase price. So, this record should also be created.
Refer to the Suite Anwer topic – SuiteScript 1.0 > Customize the Vendor Sublist of Lot Numbered Assembly Item and Serialized Assembly Item (Ans ID – 21499)
- create a custom item line field for Incoterm in the purchase order
- create a workflow/script on the purchase order to pick the incoterm value-form item record vendor sub list.
If the PO vendor is the preferred vendor in the item record, then the incoterm value will be fetched from the item record vendor sub list.
If the PO vendor is not a preferred vendor in the item record, then the incoterm (line-level field in PO) value will be fetched from the vendor record.
- In Inbound shipment record – The incoterm is a line-level field. It is a non-editable field and value sourced from purchase order Incoterm body field. This field should be edited to source from item line level custom incoterm field when PO and Item are selected. This can be achieved by client script, Post sourcing trigger.
- Need to check if there is any impact for incoterm field in the item receipt if the item receipt is created directly from the Purchase order by clicking the Receive button on the Purchase order.
Verified the impact of incoterm in Item receipt when created from the Purchase order. Created IR records with different incoterms (Free on Board, EX works, DAP) and checked the GL impact of those IRs. The accounting impact on location changes corresponds to the incoterm selected.
PO – 30309.IR2695(Free on Board). IR2696(EX Works)
– In ATV sandbox created 3 POs with different incoterms. (POYLP0000837, POCAN0000633, POWLW0000687)
– Created inbound record including the items of this 3 POs. (INBSHIP328)
– Received the shipment (without owner transfer)
– Then different IRs created for the items. Even if the items belong to the same PO, IR was created for each item in the shipment record.
Created IR directly from PO (without any inbound) by clicking the Receive button in the PO. Then all the items are included in single IR (There is an option(checkbox) to select items to be included in IR).
Solution to this point:
Fetch the incoterm from PO item line level to Inbound shipment item line. So, it will be automatically applied to IR created from inbounds.
If IR is created from PO directly, add a filter for incoterm in the body level and filter the item lines accordingly. and this incoterm should be set to the standard incoterm field. So, create IRs based on the item incoterm values. That is items with the same incoterm will be grouped together into a single IR