APAR status
Closed as program error.
Error description
The item is marked tax exempt at the item and org levels. When it is added to a PO, the PO Line shows the exempt flag. When the item is received and the invoice generates, the invoice line includes tax STEPS TO REPRODUCE: 1st Scenario: NO ISSUES - THE FOLLOWING STEPS (1-12) ILLUSTRATE HOW THE TAX-EXEMPT FUNCTIONALITY WORKS WHEN THE ITEM IS NOT CONSIGNED. 1) Go to the Companies application and add a consignment GL account to the consignment vendor. (BALSTON). Consignment GL account: 6000-200-000 Save the record. 2) Go to Item Master bring up item EB12 and set an item to tax exempt. Say yes to set at Org level and save the record. 3) Go to Purchase Orders application to order the item EB12 4) Insert a new PO record. Add a PO description and a vendor to the PO record. PONUM: 1206 Company: BALSTON - Pax Tax Vendor? is marked 5) Go to PO Lines Tab and insert NEW ROW. Add Item EB12 for the tax exempt item, a quantity, and Storeroom. The TAX EXEMPT flag is set. Storeroom: CENTRAL Quantity:1 6) Approve the PO. 7) Go to the RECEIVING application and enter the PO 1206 to process the receipt. Click SELECT ORDERED ITEMS and select the line to receive. 8) Click OK to close the dialog box and complete the receipt. Save the record. 9) Go to the INVOICES application. Insert a new record. Add a description and enter the PO number (1206) in the PO Details section to retrieve the PO details. Save the record. 10) Go to the INVOICE LINES tab and click COPY PO LINES button top open the Copy PO Lines Dialog. 11) From the dialog, check the PO line and click OK to close the dialog box. Save the Record. 12) Open the Invoice Line detail. The tax-exempt flag is set and there is no tax on the invoice as expected. 2nd Scenario: ISSUE - THE STEPS BELOW ILLUSTRATE HOW THE TAX-EXEMPT FUNCTIONALITY IS WORKING WHEN THE ITEM IS CONSIGNED. 1) Go to ITEM MASTER and insert a new record (1057). Add a description, set to Tax Exempt on item master at Org level. Set item to active. Save the record. 2) Select ADD ITEMS TO STOREROOM and fill out appropriate details. 3) Go to INVENTORY and open the inventory record just added. Click VIEW/EDIT Consignment details to open the consignment details dialog. Check the consignment flag and add the consignment vendor (BALSTON). Click OK to close the dialog box. Maximo sets the Issue Cost type to FIFO. 4) Set the INVENTORY record to ACTIVE. 5) Go to the PURCHASE ORDERS application and insert a new PO record (1210). Add a description for the record and populate the vendor as the consignment vendor (BALSTON). Maximo populates the details for the record. 6) Go to PO LINES tab and click NEW ROW to add a line. 7) Populate the item 1057 with the consignment item. Add a storeroom (CENTRAL), quantity (1) and unit cost (5.0.). Save the record. The GL Debit account is the consignment GL (6000-200-000) and the tax exempt and consignment flags are set on the PO line. Approve the PO. 8) Go to RECEIVING. Enter the PONUM (1210) and complete the receipt. (If necessary, refer to steps 7-8 outlined above. - scenario 1) 9) Go to INVENTORY USAGE. Insert a new Usage record. Add A Description and From Storeroom (CENTRAL), Usage Type (MIXED)and Save. 10) Click NEW ROW and populate the consigned item as the item number. Populate the Work Order with an approved work order number. Populate the GL Debit account if needed. or Click NEW ROW and populate the consigned item as the item number. Populate the GL Debit account Issue to: WILSON The Issue Cost type is FIFO 11) Click the CHANGE STATUS TO COMPLETE button. Click OK to close the dialog and set the record to COMPLETE. Completion of this record will trigger the consignment invoice. 12) Go to the Invoice application and filter for consignment invoices entered today using advanced search to locate the invoice. Go to Invoice Lines tab CURRENT ERRONEOUS RESULT: The tax exempt flag is NOT checked on the invoice and tax is calculated on the invoice when it should not be. EXPECTED RESULT: The tax-exempt flag is set and there is no tax on the invoice Reported in Version: Maximo TPAE 7609 Application within Maximo: Invoices
Local fix
na
Problem summary
**************************************************************** * PROBLEM DESCRIPTION: * * Invoice lines are including tax on Taxexempt items * ****************************************************************
Problem conclusion
The fix for this APAR will be included in a future Release.
Temporary fix
Comments
APAR Information
APAR number
IJ41702
Reported component name
MAXIMO ASST MGM
Reported component ID
5724R46AM
Reported release
760
Status
CLOSED PER
PE
NoPE
HIPER
NoHIPER
Special Attention
NoSpecatt / Xsystem
Submitted date
2022-08-10
Closed date
2022-08-28
Last modified date
2022-08-28
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
MAXIMO ASST MGM
Fixed component ID
5724R46AM
Applicable component levels
[{"Business Unit":{"code":"BU059","label":"IBM Software w\/o TPS"},"Product":{"code":"SSLKT6","label":"Maximo Asset Management"},"Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"760","Line of Business":{"code":"LOB59","label":"Sustainability Software"}}]
Document Information
Modified date:
28 August 2022