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:

Go to the Shipment Type UI.
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.
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.

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:

Go to the Purchase Order Detail or IB Shipment Detail UI (as per your requirement to configure the line level tolerance).
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.
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.
Line level tolerances is supported for detailed receiving. You can configure the line level tolerance to perform detail receiving.

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.

The system allows creation of an IB Shipment with the same SKU having the same tolerances with different lines (when line level tolerance is configured). You can create an IB Shipment (with or without Purchase Order) with the same SKU having the same tolerances with different lines using IB Shipment UI, IB Shipment interface, or IB Shipment INIT_STAGE_INTERFACE API.

Note: If you create multiple details for a single SKU having different warning% and error %, the system displays an exception “Conflicting shipment detail found for the SKU: Item code with line level tolerance configured”.

Example:

Consider a shipment (SHPMNT-1) linked with PO (PO-1) is created with the following line level tolerances (same tolerance limits).

Shipment Number	PO Number	Item	Shipped Quantity	PO Sequence	Warning %	Error %
SHPMNT-1	PO-1	SKU-A	50	1	10	20
SHPMNT-1	PO-1	SKU-A	50	1	10	20

As line level tolerances are same for both shipment details of SKU-A, the system considers the shipped quantity as 100 with warning % = 10% and error % = 20%. So, you can receive a maximum quantity of 120 units.

After configuring the “Line Level Tolerance”, you can receive the inventory via RF Sort and Receive (rf.inbound.cwrfsortandrecv) transaction also. For more details on receiving during RF Sort and Receive transaction, refer Sort and Receive section.

For example, consider that you are performing RF Sort and Receive transaction for a shipment SHPMNT-001 with the following shipment details (Shipment type is configured with Receipt Validation Type - Shipment and line level tolerance is enabled).

Shipment	Purchase Order	Item	Shipped Quantity	Shipment Type	Warning %	Error %
SHPMNT-001	PONBR-001	SKU-A	100	SHPTY-001	10	20
SHPMNT-001	PONBR-001	SKU-B	100	SHPTY-001	20	30

Based on the line level tolerance, you can receive a maximum quantity of 120 for SKU-A and 130 for SKU-B. Post performing the RF Sort and Receive transaction, the system updates the shipment details as follows:

Shipment	Purchase Order	Item	Shipped Quantity	Received Quantity	Tote	Shipment Type	Warning %	Error %
SHPMNT-001	PONBR-001	SKU-A	100	120	TOTE-001	SHPTY-001	10	20
SHPMNT-001	PONBR-001	SKU-B	100	130	TOTE-002	SHPTY-001	20	30