Overview

Journal Entry Date has been filled but the estimated financial transaction failed to trigger when the Purchase Order (PO) status update to Fully Received. The root cause was identified as an improperly configured global setting, which prevented the transaction from being generated.

There are three options available to achieve the desired outcome:

1. Manual Entry by Vessel:
   The vessel manually enters the Received by Vessel Date if the JED Date is filled.
   Click here to the link for this option.
    
2. Automatic Alignment with JED Date:
   The office does not enter the JED Date, and the vessel is not required to enter the Received by Vessel Date. Instead, the vessel only needs to verify that the JED Date is correct, as it will automatically be used as the Received by Vessel Date.
   Click here to the link for this option.
    
3. System Prompt via Setup Configuration:
   Modify the Global Setting>Parameter Code "POJEDMSGPROMPT" and Global Option>Financial Transaction by Company settings to trigger a system prompt at the vessel site when a PO is fully received.
   Click here to the link for this option.

Goal

To trigger the estimated financial transaction when the Purchase Order (PO) status is updated to Fully Received with the "Financial Transaction Creation > By Company" functionality disabled, the following parameter code must be configured beforehand to ensure the system generates the estimated financial transaction correctly.

Steps

1. Global Settings
Note: Access to Global Settings requires the appropriate access rights.

a. Go to Setting>Global Settings

b. Enter the required password

c. Search for each of the following parameter codes and configure them as per the provided screenshots. Click Save after updating each one:

i) POJEDCONFIGURABLE
•   Primary Value: Y
•   Secondary Value: 210

ii) BDGTCTRLEST
•   Primary Value: BASS_POHEAD
•   Secondary Value: PO_RECONVESSEL

iii) INSJRNLENTDATE
Primary Value: N

iv) BDGTCONTROL
Primary Value: N

2. PO Master Configuration
Update the PO Master settings for the vessel company

• Set the PO Days accordingly
• Uncheck the "PO Jrnl Ent Date" checkbox as shown in the screenshot

3. Purchase Order Update

• Navigate to Procurement>Purchase Orders
• Locate the relevant PO and update the status to Fully Received

Scenario 1: Manual Entry by Vessel: 

First enter the "Journal Entry Date" to backdate it and save the PO. Then, change the PO status to "Fully Received" and manually enter the "Received by Vessel" date. After saving the PO, the system will generate the "Fully Received Estimate" transaction.

Note: When the Journal Entry Date (JED) is filled, the user is required to manually re-enter the "Received by Vessel" date.

Upon updating the PO status, the PO Fully Received Estimated Transaction will be generated automatically.

Scenario 2: Automatic Alignment with JED Date:

PO Journal Entry Date is empty prior to updating PO status to "Fully Received" status. Once the PO status is updated, the "Received by Vessel" and "Jrl Ent Date" fields will auto populate with today's date. Once the status is saved, the "Fully Received Estimate" transaction will be generated.

Before changing PO status:

After changing PO status:

Upon updating the PO status, the PO Fully Received Estimated Transaction will be generated automatically.