$TXT Created by at MNTVBB.FO-WASH.DOMAIN.EXT (KIDS) on Tuesday, 09/01/15 at 10:36 ============================================================================= Run Date: JUL 21, 2016 Designation: PRC*5.1*191 Package : PRC - IFCAP Priority: Mandatory Version : 5.1 SEQ #170 Status: Released Compliance Date: AUG 21, 2016 ============================================================================= Associated patches: (v)PRC*5.1*81 <<= must be installed BEFORE `PRC*5.1*191' (v)PRC*5.1*108 <<= must be installed BEFORE `PRC*5.1*191' (v)PRC*5.1*180 <<= must be installed BEFORE `PRC*5.1*191' Subject: AUTHORIZATION/LIQUIDATION ISSUE;MULTIPLE RECEIPT ALLOWED;PROMPT PAY ISSUES Category: - Input Template - Routine Description: ============ This patch will address the following 3 issues: 1. 1358 Authorization maximum entry warning 2. Site was able to receive same order multiple times 3. Prompt Pay processing issues ASSOCIATED NSR(s): ================== N/A ASSOCIATED REMEDY TICKET(S): ============================ 1. INC000001286935 Site not able to process fee batches against fee authorizations or liquidate amounts 2. INC000001286927 Site was able to enter receipts twice for items on same order 3. INC000001286943 Prompt Pay Percent incorrect with order/amendment processing PARTICIPATING TEST SITES: ========================= Bay Pines St. Cloud REMEDY OVERVIEW: ================ 1. INC000001286935 Site not able to process fee batches against fee authorizations or liquidate amounts Problem: -------- Site was not able to process fee batches for new authorizations or liquidations. They had reached the max (9999) entries allowed but were not notified. Resolution: ----------- Modify routine to alert user once total entries used against a 1358 are greater than 9900, and for each subsequent entry thereafter. Once the total entries reach 9999 the user is fully warned that there are no entries left to process new authorizations or liquidate a previous entry. Once the max entry is met the logic will go back through to ensure no entries were skipped over and could be used, allowing the user to use an open entry if found. The greater than 9900 message: ** You have 78 remaining and are dangerously close to ** running out of Authorization entries in file 424. ** Authorizations and Liquidation REQUIRE available entries so you ** should be considering closing this obligation very soon as ONLY ** 9999 entries are allowed. The reaching the max 9999 message: ** You have ZERO remaining and this is the last Authorization ** you will be able to enter for this 1358 (max 9999 entries). You ** will NO LONGER be able to liquidate any outstanding Authorizations. ** You MUST close this 1358 and open a new 1358 to cover further activity. Routines: PRCSUT3 2. INC000001286927 Site was able to enter receipts twice for items on same order Problem: --------- Site was able to enter a receipt twice against an item on the same order. Analysis showed that a user had created an amendment prior to the first receipt, and took no action on the amendment to delete item and escaped from the amendment process, but leaving the amendment open. After the receipt was posted against the items, a user then went back to the amendment and deleted an item that had been cancelled from the order, completing and approving the amendment. This latter process reset each item's receipt amount back to zero and allowed further receipts to occur, since the initial amendment action copied all the items when creating the base amendment record in file AMENDMENTS (#443.6) with each item having the to-date receipts field. Resolution: ----------- Modify the receiving routine to ensure that the are no open amendments or an open amendment which has item information. That amendment will have to be completed/approved or cancelled BEFORE any receipts are allowed against ordered items. Routines: PRCHREC 3. INC000001286943 Prompt Pay Percent incorrect with order/amendment processing Problem: -------- Site found processing issues with Prompt Pay entry with editing orders and order amendments for multiple field PROMPT PAYMENT TERMS (#9.2) in file PROCUREMENT & ACCOUNTING TRANSACTIONS (#442) and file AMENDMENTS (#443.6). The Prompt Payment Terms field is defined as a multiple, but the Prompt Pay amount is based on the highest percent entry in the defined multiple entries for the order. Hence, if you have entered PP% entries 10, 15 and 20 the prompt pay discount will be calculated using the 20%. The user MUST know to only use entry one for adding new percent or NET and when editing the field they MUST select the entry on file, not simply a new value that will create subsequent multiple entries in field. Resolution: ----------- Modify the Edit order options for Incomplete Order and Delivery Order to call new multiple control routine that will ONLY allow user to have a single entry in the PROMPT PAYMENT TERMS field. They will be able to add a new Prompt Pay entry into multiple one OR edit/delete that single entry. The amendment processing for Prompt Payment Terms has been modified accordingly to ONLY allow a single entry in the multiple field or the existing single entry to be edited or deleted. Routines: PRCHMA2, PRCHNPO1, PRCHNPOC (new) & Input Template PRCHDISCNT INSTALLATION INSTRUCTIONS: ========================== You may install this patch at any time without interruption to users. It should take less than 2 minutes to install this patch. 1. Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. From the Kernel Installation & Distribution System menu, select the Installation menu. 3. From this menu, you may select to use the following options: (when prompted for INSTALL NAME, enter PRC*5.1*189) a. Verify Checksums in Transport Global - This option will allow you to ensure the integrity of the routines that are in the transport global. b. Print Transport Global - This option will allow you to view the components of the KIDS build. c. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when this patch is installed. It compares all components of this patch (routines, DD's, templates, etc.). d. Backup a Transport Global - This option will create a backup message of any routines exported with this patch. It will not backup any other changes such as DD's or templates. 4. Use the Install Package(s) option and select the package PRC*5.1*191. 5. When Prompted "Want KIDS to INHIBIT LOGONs during the install? NO//", Respond NO. 6. When prompted 'Want to DISABLE Schedule Options, Menu Options and Protocols? YES//', Respond YES. 1) When prompted "Enter options you wish to mark as "Out of Order":" enter the following options: Receipt of Purchase Order [PRCHPM PO REC] Liquidate 1358 [PRCEF LIQUIDATE] Enter Authorization [FBAA ENTER AUTHORIZATION] Create/Edit Authorization [PRCEC AUTHORIZATION] New Purchase Order [PRCHPC PO ADD] New Simplified Purchase Card Order [PRCH ENTER SIMPLIFIED ORDER] New Detailed Purchase Card Order [PRCH ENTER DETAILED ORDER] Enter Delivery Order [PRCH ENTER DELIVERY ORDER] Edit Delivery Order [PRCH EDIT DELIVERY ORDER] Edit an Incomplete Purchase Order [PRCHPC PO EDIT] Edit Simplified Purchase Card Order [PRCH EDIT SIMPLIFIED ORDER] Edit Detailed Purchase Card Order [PRCH EDIT DETAILED ORDER] Amendment to Purchase Order [PRCHPC AMEND] Amendment to Purchase Card Order [PRCH AMENDMENT TO P/C ORDER] Amendment to Delivery Order [PRCH AMEND DELIVERY ORDER] Release Transaction [PRCB RELEASE TRANSACTIONS] Generate FMS Budget Documents [PRCB GENERATE CODE SHEETS] 2) When prompted "Enter protocols you wish to mark as "Out of Order":", just press . Routine Information: ==================== The second line of each of these routines now looks like: ;;5.1;IFCAP;**[Patch List]**;Oct 20, 2000;Build 4 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: PRCHMA2 Before: B26609094 After: B26609094 **191** Routine Name: PRCHNPO1 Before: B57588246 After: B57587173 **16,79,100,108,191** Routine Name: PRCHNPOC Before: B1332156 After: B1332156 **191** Routine Name: PRCHREC Before: B47786869 After: B47783835 **22,81,191** Routine Name: PRCSUT3 Before: B32178363 After: B32271730 **115,123,149,150,180,191** Routine list of preceding patches: 81, 108, 180 ============================================================================= User Information: Entered By : Date Entered : JUN 30, 2015 Completed By: Date Completed: JUL 13, 2016 Released By : Date Released : JUL 21, 2016 ============================================================================= Packman Mail Message: ===================== $END TXT