IJ37328: IN THE INVOICES APPLICATION, CANNOT APPROVE INVOICES IN BULK WITH DATE IN CLOSED FINANCIAL PERIOD.

APAR status

• Closed as program error.

Error description

• STEPS TO REPRODUCE:
  
  Note: In this scenario, please consider the system date
  12/14/21.
  
  1. Go to Chart of Accounts application.
  
  2. Select the Organization in question.
  
  3. From More Actions menu, select Validation Options.
  
  4. In the Validation Options dialog, uncheck all the options,
  except "Validate Financial Periods".
  
  5. Still in Chart of Accounts application, from More Actions
  menu, select Financial Periods and create 2 new Financial
  Periods as the following:
  
  Period: 121421 (today's date)
  From: 12/14/21 1:00 AM
  To: 12/14/21 11:00 PM
  
  Period: 121521 (tomorrow's date)
  From: 12/15/21 1:00 AM
  To: 12/15/21 11:00 PM
  
  6. Go to Invoices application.
  
  7. Create 3 new Invoice records against any valid Vendor with
  just 1 Invoice Line each, as the following:
  Line Type: Service
  Description: Testing
  Quantity: 1.00
  Order Unit: EACH
  Unit Cost: 1.00
  GL Debit Account: any valid GL Account
  
  8. Take note of the Invoice numbers (in this example: 1005,
  1006, 1007) and leave them in ENTERED Status.
  
  9. In the following day, go to Chart of Accounts application,
  bring up the yesterday's Financial Period, in this example
  Period 121421, and close that.
  
  10. Go to Invoices application.
  
  11. Bring up to the screen the first Invoice created yesterday
  (in this example, Invoice 1005) and try to approve it.
  
  Result:
  As expected, the system correctly throws the message "BMXAA1196W
  - The financial period for the specified date is closed. The
  next open financial period will be used. Do you wish to
  continue?"
  
  12. Click OK and the Invoice is approved.
  
  13. Still in the Invoices application, go to List View tab and
  filter by the other 2 Invoices created yesterday. In this
  example, filter by 1006,1007
  
  14. Select both records and try to approve them.
  
  RESULTS:
  When trying to approve Invoices in bulk, the "OK" button is
  missing from the dialog with the system messages "BMXAA1196W -
  The financial period for the specified date is closed. The next
  open financial period will be used. Do you wish to continue?
  BMXAA1196W - The financial period for the specified date is
  closed. The next open financial period will be used. Do you wish
  to continue?".
  
  EXPECTED RESULTS:
  The "OK" button should be available for selection.
  
  REPORTED IN VERSION:
  IBM Maximo Asset Management 7.6.1.1
  

Local fix

Problem summary

• ****************************************************************
  * USERS AFFECTED:                                              *
  * MAXIMO                                                       *
  ****************************************************************
  * PROBLEM DESCRIPTION:                                         *
  * IN THE INVOICES APPLICATION, CANNOT APPROVE INVOICES IN BULK *
  * WITH DATE IN CLOSED FINANCIAL PERIOD.                        *
  ****************************************************************
  A property is introduced to resolve this issue,
  "mxe.app.invoice.useNextFinancialPeriodIfInactive".
  When "mxe.app.invoice.useNextFinancialPeriodIfInactive" is set
  to "0",
  This is default behaviour as Maximo currently works.
  When "mxe.app.invoice.useNextFinancialPeriodIfInactive" is set
  to "1", maximo will use next financial period if financial
  period for selected glpostdate is closed when approving invoices
  from list tab. This is new behaviour.
  

Problem conclusion

• The fix for this APAR will be contained in a future release.
  

Temporary fix

Comments

APAR Information

• APAR is sysrouted FROM one or more of the following:

• APAR is sysrouted TO one or more of the following:

Fix information

• Fixed component name

  PURCHASING

• Fixed component ID

  5724R46PU

Applicable component levels