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Set Line Level Tolerance in Purchase Order Detail/Shipment Detail

You can set the tolerance limit at Line Level for the items in the Purchase Order (PO) or Inbound Shipment. This ensures, that you can receive a specific SKU in the order with your required line level tolerances, thereby giving you greater flexibility in your receiving operations. Using this feature, you can prevent overpayment to vendors for receiving excess quantity beyond the PO or Shipment level tolerance and to prevent over receiving of specific items due to warehouse space limitations.

To configure the line level tolerances, do the following:

  1. Go to the Shipment Type UI.
  2. On the Create or Edit pane, for a shipment type, enter all details and enable the “Line Level Tolerance” flag.
    Note: If you disable the flag “Line Level Tolerance”, the system defaults the flow to consider the tolerance limits from the Shipment Type.
  3. Click Save.

On enabling the flag, based on your input in the “Receipt Validation Type” field, the system considers the line level tolerances configured in the Purchase Order Detail or IBShipment Detail.

The following table explains the behavior of Line Level tolerance consideration versus “Receipt Validation Type” in the Shipment Type UI.

Receipt Validation Type Line Level Tolerance Consideration
Purchase Order The system considers the Line Level Tolerance configured on the Purchase Order Detail screen.
Shipment The system considers the Line Level Tolerance configured on the IB Shipment Detail screen.
Both

The system considers the Line Level Tolerance from both configured on the Purchase Order Detail and IB Shipment Detail screen.

The system compares both PO and IB Shipment line level tolerances and considers the lowest Error % and Warning % for receiving.

After enabling the “Line Level Tolerance” flag, to add the line level tolerance, do the following:

  1. Go to the Purchase Order Detail or IB Shipment Detail UI (as per your requirement to configure the line level tolerance).
  2. For configuring the line level tolerances for a specific item, on the Create or Edit pane add integer values in the “Warning %” and “Error %” fields.
    Note:
    • “Warning%” must be less than “Error %”.
    • By default, the field values for “Warning %” and “Error %” are blank.
  3. Click Save.

The system considers these line level tolerance values for items while receiving.

Note: If you create an IB Shipment from the Purchase Order Header or Purchase Order Detail UI with the “Warning %” and “Error %” values, then the system copies the same “Warning %” and “Error %” values to the IB Shipment Detail UI from the Purchase Order Header or Purchase Order Detail UI. You can override these values in the respective UIs.

Additionally, you can add these “Warning %” and “Error %” at the detail level for xls, xml, and psv formats on the IB Shipment Interface and Purchase Order Interface. You can perform Create/Update/Delete actions on these fields via the Purchase Order Input Interface (through POS - Purchase Order Hierarchical or POD - Purchase Order Detail files) and IB Shipment Input Interface (through ISS - Inbound Shipment (ASN) Hierarchical or ISL - Inbound Shipment (ASN) Detail files).

Also, Purchase Order and IB Shipment entities for INIT_STAGE_INTERFACE API support fields “warning_percentage” and “error_percentage”. On passing the “warning_percentage” and “error_percentage” fields, the system populates these values in the Purchase Order Detail or IB Shipment Detail UI.

Note:
  • When a Purchase Order is interfaced, the system creates an Inbound Shipment with the "Warning %" and "Error %" values available on the Purchase Order (when facility parameter “CREATE_ASN_FOR_EACH_PO” is set to yes).
  • When an Inbound Shipment is interfaced with PO Number and PO Sequence, then the system populates the IB Shipment with the same “Warning %” and “Error %” available on the Purchase Order.
Note: Line level tolerances is not supported for detail receiving. When line level tolerance is enabled,
  • The system disables the "Select for Dtl Recv" button on the IB Shipment Detail UI.
  • If you interface an IB Shipment interface file or via INIT_STAGE_INTERFACE API with "dtl_rcv_flg"=true, the system restricts you with an error message “Shipment cannot be interfaced with detail receiving is true and line level tolerance is enabled”.
  • The behavior of “Perform Detailed Receiving” action button on the IB Shipment UI remains the same (doesn’t consider the line level tolerance).

After configuring the “Line Level Tolerance” flag and setting the “Warning %” and “Error %” at the line level for each SKU or for the same SKU containing different lines, the system receives the inventory based on the Line level tolerance set at the detail level. For more details on receiving, refer Receiving section.

For example, consider a shipment (SHIPMENT-1) linked with PO (PO-1) is created with the following tolerances (Receipt Validation Type is Purchase Order, “Line Level Tolerance” flag is enabled, and tolerances are configured on the Purchase Order Detail screen).

PO Number Item Ordered Quantity Received Quantity Host Sequence Number Warning % Error %
PO-1 SKU-A 100 0 1 10 20
PO-1 SKU-B 100 0 2 20 30

If you are receiving the shipment (SHIPMENT-1) with the following quantities, the system behaves as mentioned below:

Shipment Number PO Number Item Ordered Quantity Host Sequence Number Warning % Error % Received Quantity Behavior
SHIPMENT-1 PO-1 SKU-A 100 1 10 20 <111 The system receives the quantity without any error.
>110 and <121 The system displays the warning message.
>120 The system displays the error message.
SHIPMENT-1 PO-1 SKU-B 100 2 20 30 <121 The system receives the quantity without any error.
>120 and <131 The system displays the warning message.
>130 The system displays the error message.
Note:
  • When you receive a shipment with the same SKU and different lines linked to a PO, then the system updates the inventory based on the “prompt-po-seq-line” (PO Sequence/PO line schedule) parameter. If the parameter is not set, then the system displays an error message “Multiple details for the same SKU present, cannot perform Line Level Tolerance”. For more details on “prompt-po-seq-line” parameter, refer to “Prompt for PO Sequence Number/PO Line Schedule Number” topic in the PO Based Receiving section.
  • In the above case, if the shipment is not linked with a PO, then the system displays an error message “Multiple details for the same SKU present, cannot perform Line Level Tolerance”.
  • When the screen parameter “prompt-po-seq-line” = Blank, the system does not support Inventory distribution.