Purchase Receipt Correction: Inventory Validation

[1]janice.paganiniAll the highlighted text seems like an idea we could convey more simply without invoking "types" (which is problematic because we already have PO types in the very same text; also, we don't really need to break this down into types or categories). Couldn't we just say something like this? When you create a correction purchase receipt for a normal purchase order, you might change only non-inventory data This can happen, for example, if you update the vendor reference number or the transaction description. [new paragraph] In other cases, the correction updates the state of the inventory or [see my comment about that text]. This causes the system to perform inventory validation on release of the correction receipt.2025/03/2316:14:03-04:00In correction purchase receipts for a normal purchase order, you can make these types of corrections:

  • A correction that does not update the state of the inventory or the information in the original inventory receipt. For example, suppose that you change the vendor reference number or the transaction description.
  • A correction that updates the state of the inventory [2]janice.paganiniCan you narrow this to clarify your meaning? This too could mean some less important info in the Summary area. Do you mean changes to detail lines with stock items? Changes in the receipt quantity and unit cost of stock items only? Something else? (This isn't just a rhetorical question; I genuinely don't know what does and doesn't qualify.) 2025/03/2316:12:37-04:00or the information in the original inventory receipt, such as the correction of the receipt quantity or unit cost.

For the first type of correction, the system does not perform any additional actions. For the second type, the system performs inventory validation when the correction receipt is released. That is, it verifies whether stock items can be issued i[3]janice.paganiniIs this right--it uses the original receipt's values for validation, even though they have been corrected and are no longer valid?2025/03/2319:39:08-04:00n the quantity of the original receipt and at the original cost based on the current inventory state. This validation is required because some quantities could have already been sold, shipped, or transferred by the time the correction receipt is released.

Attention: An item can be issued at a cost that differs from the cost in the original receipt if the resulting on-hand quantity is 0 in the cost layer from which the item is issued.

If the inventory validation fails, the system shows an error message, and you can make additional changes if you want to proceed with the correction. You can also delete the correction receipt if the correction cannot be performed. For example, the correction will not be possible if the correction receipt includes a serial-tracked item that has already been sold. If the validation is successful, the system generates and releases a correction inventory issue for the correction receipt. For details on this issue, see Purchase Receipt Correction: Correction Inventory Issue.

[4]janice.paganiniIt's really odd--at the end of the last paragraph, we told what happened if validation was successful. But now we are circling back and describing how the system validates stock items. To make the this make a bit more sensible, start a new section before this paragraph titled something like Stock Item Validation.2025/03/2319:50:32-04:00The system validates only stock items from the original inventory receipt. For items with the FIFO and Specific valuation methods, the validation [5]janice.paganiniDo you mean "was"? If it was the release of the original inventory receipt, this happened in the past, before any of this process. In this case, "verifies" should be "verified" in the bullets. But if you mean is--that it's performed now--all the time relationships must be clarified. "is NOW performed for the cost layers that HAD BEEN updated when the original inventory receipt WAS RELEASED."2025/03/2319:55:36-04:00is performed for the cost layers that have been updated on release of the original inventory receipt as follows:

  • FIFO valuation method: The system verifies if these items can be issued from a cost layer of the original inventory receipt.
  • Specific valuation method: The system verifies the cost layers of the lot or serial numbers included in the original inventory receipt.

To determine whether the original quantity of a stock item can be issued, the system validates its available-for-issue quantity. For an item with the FIFO, Average, or Standard valuation method, if this quantity is not sufficient in the cost layer of the item, the system also checks whether a negative quantity is allowed. That is, it checks the state of the Allow Negative Quantity check box on the Item Classes (IN201000) form for the item's class. Depending on the state of the check box, the system does either of the following:

  • If the check box is cleared: The system prohibits the issue. The validation fails, and the system shows an error message.
  • If the check box is selected: The system allows the issue if the original quantity of the item is greater than the available-for-issue quantity and is not greater than the quantity on hand.
Important: The system does not allow the release of a correction receipt if an included stock item's resulting on-hand quantity in the inventory will remain or become negative due to the correction. This is true regardless of the state of the Allow Negative Quantity check box for the item's class.

The inventory validation applies a specific rule if the original receipt was prepared for a purchase order linked to a sales order that is marked for purchase. If this sales order has a prepared shipment for an item, the quantity of this item in the correction receipt cannot be less than the quantity in the shipment.

The system does not validate the quantity and cost of lines with non-stock items.