IntersdfsdafsdafQuestions /FAQs

asdfdsAnswers (Accrual and Accounting)

Asd What is the diference between 'Accrue On Receipt' and 'Accrue
at Period End'?
asdfdAccrue On Receipt means that when a receipt is saved, accrual transactions are
immediately recorded and sent to the adf and sent at the end of the month by running
the Receipt Accruals - Period-End Process.
All items with a destination type of either Inventory and Outside Processing are accrued
on receipt. or items with a destination tadfasdfasdfype of E!pense, you have the option
of accruing on receipt or at period end.
"he Accrual Rebuild Reconciliation Report should be used to view accrual transactions
for inventory items and e!pense items which are set to accrue on receipt #online
accruals$. "his is the Report that should be used to reconcile accrue on receipt
transactions with %&.
asdfdsAfter entering receipts and running the Receipt Accruals -
Period-End Process the new !ournals do not appear in the "eneral
#edger$ %hould the transactions auto&aticall' appear in "# after
perfor&ing these steps?
"he transactions from Oracle Purchasing are only sent to the %&'I("ERA)E table. In
order to create the *ournals and see dafds to review the output +le from the ,ournal
Import re-uest to ensure that the records imported successfully.
adsfsdaf(ow can one tell whether each !ournal in the general ledger
is for period- end or on receipt (online) accruals?
Period-end and online accrual entries may be contained in the same %& batch, but there
will be separate *ournals created for each. ,ournals created by the Receipt Accruals -
Period-End Process will have a category of .Accrual./ *ournals created for online accruals
with have a category of .Receiving..
0ere is some adfd %&',E'0EA1ER2
)olumn 3 ,E'2O4R)E 5 Purchasing ,E')A"E%OR6 5 Accrual #for period-end accruals$ -
OR - ,E')A"E%OR6 5 Receiving #for online accruals$
-O7 "ransactions. to (o. "he written-o7 transactions will no longer be included in the
report.
(O"E3 6ou can run the Accrual 8rite-O7 Report to review the transactions that were
written o7/ this can be used to support the manual *ournal entry created in the general
ledger.
asdfdsPurchasing Integration With E-Business Tax:
(ow to )iew the *a+ infor&ation fro& the Purchase Order Entr'
,or&?
"o view the ta! information from the Purchase Order orm navigate to3
Actions menu 9 :anage "a! .
What will happen to the --i *a+ .ode after upgrade to release -/?
;;i "a! )odes will be maintained as "a! )lassi+cation )odes.
After upgrade to release -/ we cannot 0nd the 1efaulting (ierarch'
de0ned under Purchasing Options?
;;i 1efaulting 0ierarchies from AR<AP<PO<PA system options will be upgraded as ="a!
)lassi+cation )ode> defaulting hierarchy in Application "a! Options in the conte!t of O4
and application product #AR<AP<PO<PA$.
(avigation to Application "a! Options3
A- &ogin to "a! responsibility 9 1efaults and )ontrols 9 Application "a! Options
?- @uery for the Operating 4nit and Application (ame.
asdfdsafOracle Purchasing:
1oes Oracle purchasing and Oracle pa'ables allow sharing of
supplier and supplier sites across sets of boo2s ?
Answer3
2uppliers can be shared across sets of booAs , but supplier sites are de+ned at operating
unit level.
adfasdfafWhere is release &ethod de0ne in auto source rules for& ?
Answer3
Release method is de+ned in sfdfasdfd transaction &anager is run ?
errors are given below..
BAPP -;CDEF conncurent program RG)"P returned error.
)ause 3 RG)"P encountered n5internal error parameters3 RG)"P , immediate, HIEEC.B
Answer3
"o avoid the errors follow the steps given below..
- Inventory , po, and %& periods must be open.
- Open periods in open and close periods are in setup of purchasing module.
- In inventory module open periods in inventory accounting periods.
(ow run the trAnsweraction manager the problem will not be replicated.
.an 'ou print a custo& PO report fro& the appro)al screen ?
Answer3
"his is not the functionality in ;F.Dsc. "he standard printed PO report is associated to
the approval form and can be printed.
What is P%3 ?
Answer3
PsC is the purchase order :inipaA ;I: )1.
PsC is patchset C.
(ow to 4uer' po without update access ?
Answer3
)reate a responsibility with access to view purchasing menu only do not associate an
update function in it.
5n order to print the printed purchase order report what is setup
re4uired?
Answer3
4se 2ystem Administration responsibility and go to system pro+les. In system pro+le
+eld enter J)oncurrentJ and clicA +nd button for +nding .)oncurrent3 report copies.
pro+le and set the pro+le +eld to ;.
Wh' does a cancelled po be a)ailable for &atching on 5n)oice Entr'
for& ?
Answer3
"his is standard functionality of Oracle Applications. Invoices which are matched to
closed or cancelled po.s will be placed on a .-uantity order hold.by Auto approval. "his
hold will prevent payment of the invoice, until the payables module#user$ can determine
why the invoice has been matched to a closed or cancel po, and then resolve the
problem.
(ow to generate a po that includes ta+ and freight ?
Answer3
"his is not handled under purchasing , po only sets a ta!able Kag for the item to identify
it as a ta!able item which is calculated correctly upon being invoiced.
- Accounting payables handles this.
- "a! codes and freight costs are setup in AP.
- "a! code varies by state and freight costs may vary due to di7erent pacAing methods ,
etc. And these costs are sumed when invoiced.
(ow to )iew pre)ious purchase infor&ation for a speci0c ite& ?
Answer3
4se the supplier item catalog prior purchases region which can provide the following
information.
2upplier name
1ate of purchase
Price paid
4nit of measure
"o 1efault the prior purchases region which can provide the following information.
(avigation 3<Pro+le -92ystem
@uery in the pro+le +eld 5 PO 3J
)hoose PO3 1efault supplier item catalog window to view previous purchase information
for a speci+c item.
What does )endor on hold report do ?
Answer3
Gendor on hold report prints all vendors who are on hold and have unapproved po.s with
authoriLation status 5 incomplete for that vendor. "his helps the user to change the
status on the po and approve it.
"his is the intended functionality of the report.
"he vendors report would print all vendors and would also include the on hold
information.
Where does the ship-to 0eld get populated fro& in Re4uisition6 PO
for& ?
Answer3
"he ship-to +eld values are defaulting from the buyer setup in Re-uisition< PO form.
Wh' does auto source rules create re4uisitions for onl' one )endor
e)en though A%# is de0ned for / )endors?
Answer3
"he split percentage used for the vendors in re-uisitions is only for reporting
purposes."his is used in supplier volume analysis report.
"his report has been replaced by vendors volume analysis report.
5n a po screen wh' does destination t'pe allows onl' to choose
in)entor' t'pe but not e+pense t'pe ?
Answer3
If the item is de+ned as an inventory item in the item master window the item cannot
have a destination type as e!pense in po screen. when we enter a re-uisition for an
inventory item we change the destination type cannot be changed to .e!pense.. "his is
Oracle Applications unctionality.
When 'ou tr' to appro)e a po 'ou get an error 7docu&ents total
e+ceeds docu&ent total li&it rule please enter forward to7 how to
resol)e?
Answer3
or a document to be approved by a user < originator follow the steps given below..
;.Ensure approval group setup is appropriate.
E.In order to approve a document the user<buyer<originiator of the document must
choose .document total. for the ob*ect +eld I the approval groups window.
M.or a document to be approved by the originator it is necessary to verify the amount
entered is within the limit of the .document total..
C."his is de+ned in the approval group window.
H.Ensure relevant documents are appropriately de+ned in document type window.
or a document to be forwarded by a user<originator follow the steps given below..
;.Ensure that higher position is assigned to an employee in the position 0eirarchy
window.Position of the employee must be higher than the position of the user<originator
of the document with greater limit of the .document total..
E.4se the reports form in the menu and submit a re-uest for .+ll employee heirarchy .
report.
(ow the purchase order can be approved if the po is within the user limit and can be
forwarded if it is beyond the user limit.
When a po is 70nall' closed7 records are deleted fro& 8*#-%uppl'
table$What happens to Records in 8*#-%uppl' when po is partiall'
recei)ed?
Answer3
8hen the po is partially received records are present in the :"&-2upply table. Records
in :"&-supply are only deleted when the po is completely received and B+nally closedB.
(ow can 5 see the last 4uer' perfor&ed b' a for& ?
Answer3
If you want to see the last -uery performed by a form you can do this through the
e!amine tool as follows3
(avigate to help--9tools--9e!amine
?locA 5 system
ield 5 last -uery
"he value returned is the last select statement performed by the form.
When 'pa' on receipt' for 'unordered ite&s' are being processed
in)oices are not being created ?
Answer3
"his problem is solved by applying patch NFO;EN.
(ow can 'ou populate negotiated sources region within supplier
ite& catalog window ?
Answer3
In order for the user to be able to populate the negotiated sources region of the supplier
item catalog form, one of the following documents types will need to be created for the
item in -uestion 3
?lanAet purchase order
)atalog -uotation
Planned purchase order
(ow can 'ou ha)e speci0c re4uestor defaulted on re4uisition for& ?
Answer3
In order to have a speci+c re-uestor default onto the re-uisitions form , a user will have
to set the following in the user will have to set the following in the user.s re-uisition
preferences.
(avigation3 <Purchasing -9Re-uisitions -9 Re-uisitions
%o to special -9preferences
)licA in the re-uestor +eld
)hoose a re-uestor from the list of values
)licA the .apply. button , a message . new preferences now in e7ect..
)lose the re-uisitions form
Re-open the re-uisitions form
)licA in the lines region , the re-uestor from re-uisition preferences should appear in
the re-uestor +eld."he re-uisition preferences are only valid while worAing on it , user
needs to re enter re-uisition preferences each time he starts the applications
What is the .O%* P#9% ,EE price t'pe? (ow is Purchase Order
treating this price t'pe?
In the Price type -uicApicA in the Purchase Order &ines Lone in enter Purchase Order
form, there is a value called )O2" P&42 EE. 8hat is the )O2" P&42 EE price typeP
0ow is Purchase Order treating this price typeP
Answer
"he functionality for )O2" P&42 EE price type is not in Oracle Purchasing at this point
of time. PO does not do anything with this price type.
It is an enhancement re-uest that is being looAed at for future releases.
What is /-wa' :-wa' 3-wa' &atching? (ow is this set-up?
Answer
E-way matching veri+es that Purchase order and invoice information match within your
tolerances as follows3
@uantity billed Q5 @uantity Ordered
Invoice price Q5 Purchase order price
#Q5 sign is used because of tolerances$
M-way matching veri+es that the receipt and invoice information match with the
-uantity tolerances de+ned3
@uantity billed Q5 @uantity received
C-way matching veri+es that acceptance documents and invoice information match
within the -uantity tolerances de+ned3
@uantity billed Q5 @uantity accepted.
#Acceptance is done at the time of Inspecting goods$.
8hether a PO shipment has E-way, M-way or C-way matching can be setup in the
2hipment 1etails Lone of the Enter PO form #character$
Receipt re-uired Inspection re-uired :atching
6es6esC-way
6es(o M-way
(o (o E-way
In %4I, 2hipments blocA, alternative region, clicA on :ore...this brings up a region with
.Invoice matching. column where you can choose E-way, M-way or C-way match.
6ou can +nd more detailed information about matching in the Oracle Payables Reference
:anual #Golume M$ "opical Essay on Integrating your Payables and Purchasing
Information.
(ow do 'ou re;ect discount fro& a supplier on a Purchase orders?
Answer
"he legal document is the Purchase order not the -uote and therefore the purchase
order should reKect agreed upon price. 2econdly if the discount comes after the PO then
AP should handle it when invoicing. If you are using a blanAet Purchase order then you
can use price breaAs.
(ow do 'ou change the created date on a Purchase Order?
Answer
"he .)reated. date on the Purchase order is not an updateable +eld, due to it being a
legal document once approved.
What is the sorting order for re4uisition lines in autocreation of a
Purchase Order?
Answer
Re-uisition lines +rst meet search criteria determined by B+ndB screen, and then are
grouped together by item and item category, then by need-by date.
After you choose an action, enter any search criteria to narrow the selection of
re-uisition lines. Oracle Purchasing chooses re-uisition lines from the re-uisition pool
that meet your search criteria. All re-uisition lines for the same item and item category
are grouped together, but they are not necessarily in order alphabetically. 8ithin each
grouping of item and item category, re-uisition lines are ordered by need-by date.
What does the error 'APP-<==//> Oracle (u&an Resources could not
retrie)e a )alue for 9ser *'pe pro0le option' &ean?
Answer
"he pro+le 0R3 4ser "ype needs to be set.
2et the pro+le option .0R3 4ser "ype. at the Responsibility level.
Wh' are the action options for creating receipts diferent in
5n)entor' co&pared Purchasing?
In the Enter Receipts #R)GR)ER)$ form and using di7erent responsibilities produces
di7erent values in the action re-uired +eld."he Purchasing Responsibility shows 1irect
and 2tandard while the Inventory Responsibility shows *ust 1irect.
8hy are the action options for creating receipts di7erent in Inventory compared
PurchasingP
Answer
2et the Pro+le option R)G3 Allow routing override to .6E2. at the application level.
(ow do 'ou purge .ancelled Re4uisitions?
Answer
"o purge any Purchase orders or Re-uisitions3
- assign the Payables Purge %4I responsibility to the user
- have the user choose that responsibility
- then choose Purge from the menu
- under the )ategory +eld do a &ist of Galues and picA 2imple Re-uisitions
for cancelled re-uisitions "he choices are listed.
Where does this infor&ation on the 4uic2pic2 co&e fro& and how
can this infor&ation default in?
On the re-uisition form in the source details Lone, there is a +eld labeled supplier item.
8here does this information on the -uicApicA come from and how can this information
default inP
Answer
"he supplier item +eld on the re-uisition can be populated by using either the supplier
item catalog or A2&. "aAe an item from the supplier item catalog that has an associated
supplier item, add it to the order pad and then add it to the re-uisition. After doing this
go to the source details Lone. "he supplier item is defaulted in for that item you choose
from the catalog.
(avigation3 --9 Purchasing --9 2upplier Item catalog
?ou are entering a re4uisition and are unable to 0nd the header or
line note 0elds$ Was this replaced in "95 b' attach&ents?
Answer
"he attachments have replaced notes. "he attachments are better because at the
header level, the re-uisition notes were not coming over to the Purchase Order whereas
the attachment does come over to the Purchase Order.
(ow does the appro)er re!ect a re4uisition?
8hen you select the (oti+cations form to review approvals and clicA on approve button
for a Re-uisition waiting for approval, the .Re*ect. bo! is greyed out. 0ow does the
approver re*ect a re-uisitionP
Answer
6ou cannot re*ect Re-uisitions submitted to yourself. 6ou can only re*ect those from
others.
What are standard @uotations used for?
Answer
2tandard -uote is one that you can tie bacA to a PO.
or all three types of @uotations and R@s #?id, 2tandard and )atalog$, you can de+ne
a7ectivity dates at the header level. or 2tandard -uotations and )atalog, you
can specify a7ectivity dates for individual price breaAs. 6ou can also de+ne your own
R@ or -uotation types using the 1ocument "ypes window
A 2tandard -uotation or R@ includes price breaAs at di7erent -uantity levels.
When do 'ou see the status of a Purchase order as Archi)ed?
Answer
6ou must approve or print a speci+c purchase order before you can see it in the history
information.
Where are standard notes in "95?
Answer
%o to 2etup --9 Attachments --9)reate attachment. %o to Purchase Order and attach
the attachment to the Purchase Order. In %4I, notes are replaced by attachments.
5n Oracle Purchasing where is the auto&atic nu&bering for
Purchase Order de0ned and &aintained?
Answer
"he navigation path for %4I is3
2etup --9 OrganiLations --9 Purchasing Options, (umbering alternate region
"he navigation path for )haracter is3
R (avigate 2etup Purchasing Options Purchasing, (umbering options
*here is a 0eld for the organiAation code$ What is this code?
Answer
"his code is a short abbreviation for the organiLation.
.an the original Purchase Order can be )iewed in an' wa' without
resorting to %@# for a re)ised Purchase Order?
Answer
"he original version of a revised PO cannot be viewed from the PO form or PO summary
form. Information on the original PO can be obtained from the PO'0EA1ER2'AR)0IGE
and PO'&I(E2'AR)0IGE tables using the PO'0EA1ER'I1 column as a common reference
using 2@& only.
What happens if a purchase order is created with an ite& that does
not e+ist on an' price list with pricing transaction entit' of PO?
In ;;.H.;F, Purchasing and Advanced Pricing can be integrated. #"o setup this
integration, please refer to :eta&inA Document 455778.1@uestions about using Advanced
Pricing in Purchase Orders and Re-uisitions.$ Price lists can now be created with pricing
transaction entity of PO. 8hat happens if a purchase order is created with an item which
does not e!ist on any price list with pricing transaction entity of POP 8ill the system
return the error, Qitem9 and Q4O:9 not found on any price listP
Answer
(o, the system will not return the error, Qitem9 and Q4O:9 not found on any price list.
unctionality is if the item on the purchase order is not found on any price list with
pricing transaction entity of PO, then the &ist Price - found on the :aster Items form,
Purchasing tab - will be returned to the PO.
"hus, the default for Price on purchase orders in ;;.H.;F with the integration of
Purchasing and Advanced Pricing will be &ist Price if the item is not found on any price
lists with pricing transaction entity of PO.
"his is documented in bug HFOCDNO P4R)0A2I(% S A1GA()E1 PRI)I(%3 I"E: A(1
4O: (O" O( PRI)E &I2" G2 &I2" PRI)E.
Wh' there is no 1ata ,ound 5n 1isco)erer Wor2boo2s When Biews
Are 9sed 5nstead Of 'CDA##' *ables?
8hen views are used liAe PO'0EA1ER2 instead of PO'0EA1ER2'A&&, data is not getting
populated in the worAbooA. "hat means :OA) is not worAing. "he global temporary
table mo'glob'org'access'tmp contains no data even when logged in 1iscoverer Plus
;. )reate a folder from a view where oracle synonyms are used liAe .PO'0EA1ER2.
E. &ogin 1iscoverer Plus with some Application 4ser.
M. )reate an worAbooA with the same folder.
C. 8hen e!ecuted, the worAbooA displays the message that no data to be displayed.
Answer3
Possible )ause3 1ata is not passed to 1iscoverer or 2@&TPlus due to E-?usiness 2uite
r;E :ulti-OrganiLation
)ontrol Access #:OA)$ not being set in the session.
2ince you are not logging into the application then you would have to set the :ulti-Org
conte!t liAe customer have to do when running a custom API.
In R;E you have to also set the :ulti-Org conte!t.
begin
fnd'global.apps'initialiLe#Suser'id,Sresponsibility'id,Sresponsibility'application'id$/
mo'global.init#.Sproduct'short'name.$/
end/
PBWC:
What is PEW.?
Oracle Purchasing Release;E.F speeds up daily purchasing tasAs with and enhanced
Professional ?uyer.s 8orA )enter #P?8)$. ?ased on web-based user interface models,
the 8orA)enter is a central .launch pad. from which buyers can eUciently perform their
daily tasAs3
- Giew and act upon re-uisition demand
- )reate and manage orders, contracts and agreements
- Run negotiation events including Auctions R!s #re-uires Oracle 2ourcing$
- :anage supplier information
What are the Re4uisition 8anage&ent F Pro0le Options?
PO3 1ocument ?uilder 1efault 1ocument "ype3 "he document type that is defaulted into
the document builder region.
Pro0le Balue 1escription
Add to PO Add to an e!isting Purchase Order
(ew R@ )reate a new 2ourcing R@
(ew Auction )reate a new 2ourcing Auction
(ew PO )reate a new Purchase Order
PO3 1efault Re-uisition %rouping 3 "he default for grouping re-uisition lines onto a
2ourcing R@<Auction or PO.
Pro0le Balue 1escription
1efault %roup re-uisition lines using the default grouping. One or
more re-uisition lines can be associated with one
purchase order line.
Re-uisition %roup re-uisition lines using re-uisition grouping. One
re-uisition line can be associated with one purchase order
line
What are the Purchase Orders F Pro0le Options ?
PO3 Auto Apply 1efault )ontract "emplate 3 1efault )ontract template in the PO.
8hat are the documents not supported in P?8)P
ollowing document types are not supported in P?8) 3
Planned PO
&ocal ?lanAet Agreement
&ocal )ontract Agreement
2cheduled Releases
?PA Releases
@uotations
R@s
Are Preferences supported in PEW.?
Preferences are not supported in P?8)
1oes Autocreate cop' descripti)e ;e+0eld attributes fro& the
re4uisition to the created docu&ent?
(o - if you have 1escriptive le!+elds #1$ set up against the Re-uisition at 0eader,
&ine and
1istribution level, after running Autocreate you will +nd that only the 1istribution 1
Attributes are copied across to the PO 1istribution.
"his is e!pected behaviour, because the 1istribution is the +rst level at which a one-to-
one relationship between the Re-uisition and Purchase Order data can be guaranteed.
#:ultiple Re-uisition 0eaders and &ines can be summariLed into one PO 0eader and one
PO &ine$.
Please be aware also that the 1istribution 1 Attributes are simply copied from the
Re-uisition to the PO - that is to say, the le!+eld API code is not invoAed. "his means
that if an Attribute on the Re-uisition side is empty but the corresponding Attribute on
the PO side is de+ned as .:andatory., after Autocreate the mandatory Attribute on the
PO 1istribution will be empty, but no error or warning will have been reported.
1oes Autocreate cop' Gotes fro& the re4uisition to the docu&ent
'ou are creating?
6es, (otes are copied from the re-uisition lines and the corresponding re-uisition
header.
What are the colu&ns on which Autocreate co&bines &ultiple
re4uisition lines into a single docu&ent line?
or purchase order, Purchasing combines the -uantities of all re-uisition lines that have
the same item, item revision, line type, transaction reason, and unit of measure onto a
single document line. or R@s, -uantities of all re-uisition lines that have the same
item, revision, and line type are combined.
What price beco&es the actual price in the case where &ultiple
re4uisition lines with diferent prices are co&bined to a single PO
line?
"he lowest unit price from the combined re-uisition lines becomes the actual price of
the purchase order line.
What are the colu&ns based on which %hipping infor&ation is
co&bined b' Autocreate?
or purchase orders and releases, Purchasing combines shipment information only if the
re-uisition lines have the same need-by date, ship-to location, organiLation, Accrual
type #period-end or on-line$ and shipment type .
1oes Autocreate add to an e+isting PO ship&ent that has been
encu&bered?
Purchasing does not add to an e!isting purchase order shipment if that shipment has
been encumbered even though all the grouping columns necessary to combine shipping
information are there.
What can be done to open the created docu&ent directl' once
Autocreate is done successfull'?
2et the pro+le option PO3 1isplay the autocreated 1ocument to 6es, Purchasing displays
the Purchase Orders, Releases, or R@ window, as appropriate, after creating your
document lines.
.an re4uisition line with ite& nu&ber and without ite& nu&ber Hone
ti&e ite&I be co&bined to single docu&ent line in Autocreate?
If you want to combine two re-uisition lines for the same item, one with an item number
and one without, you have to manually autocreate the document and use :odify on the
"ools menu to add the prede+ned item to the re-uisition line for the one-time item.
Note: You cannot use Modify with outside processing items or if you are using
encumbrance or budgetary control.
.an 'ou autocreate a release if the description of the re4uisition
created in PO is diferent of the description of the Elan2et?
(o, If we do not choose an item, that is if the re-uisition and blanAet are created with
one time<e!pense items the autocreate process tries to match the descriptions as item
id.s are null. "he only di7erentiating factor in one time items #item id null$ is the
description.
(ow do 'ou pre)ent Autocreate fro& seeing re4uisitions fro&
another organiAation?
Re-uisitions and Purchase Orders are not organiLation speci+c. If you do not want to be
able to see or access re-uisitions across di7erent organiLations, then you need to set up
di7erent operating units with di7erent responsibilities tied to each one.
.an 'ou autocreate fro& a 4uotation and tie the PO to the
associated 4uotation and re4uisition?
6es, you can autocreate from a @uotation.
(avigation3
;. )reate and approve a re-uisition.
E. %o to the Auto)reate 2creen, chose the re-uisition form the pool of approved
re-uisitions.
M. )hange the 1ocument "ype +eld to R@ and clicA the automatic button.
C. "he R@ is created and appears on the screen.
H. Enter the re-uired +elds on the R@ #-uote a7ectivity$, clicA on the 2upplier button
and choose the list of suppliers.
)hange status to active and save.
I. "o enter the vendor responses a @uote must be created.
%o to the R@ screen and -uery up the R@ you *ust created.
)licA 2pecial on the "ool bar and choose )opy 1ocument.
"his will create your -uotation.
D. %o to the @uotation screen and -uery up the new -uotation and enter
the price breaA information. )hange the description #if PO attribute is set to allow the
description to be changed$.
O. Approve the -uotation.
N. Auto)reate the PO from the re-uisition.
1elete the description if the -uote has a description di7erent than the re-uisition
)licA on the catalog button - Receive message
6our can update only the price for the saved record.
Open the )atalog to select price only
)licA 6E2
;F. 2elect the -uote.
;;. 6ou will now have both the re-uisition and -uote tied to the PO.
Where does the 'note to bu'er' show on an autocreated PO?
On the Auto)reate form, go to the older menu and choose 2how ield. 2elect (ote to
?uyer and clicA OV. "he +eld will now be displayed.
If you would liAe this +eld to be displayed every time you use autocreate, go to older
-9 2ave As... %ive the folder a name and checA the Open as 1efault bo!.
1oes the supplier na&e fro& a re4uisition get carried o)er to an
autocreated purchase order?
"he standard functionality is that if the re-uisition has a the Bsuggested supplier nameB
+eld populated, it would carry over to the autocreated PO. "he Bsuggested supplier
nameB +eld will only carry to the autocreated PO if it was selected from the list of values
on the re-uisition. If it is typed in manually, it will not carry over.
What causes the APP--3=J= error when autocreating a re4uisition?
"here are several things that must be performed to address this issue3
T Pro+le Option in :RP must be set as follows3
- :RP3 2ourcing Rule )ategory 2et value must be set to Purchasing in the Purchasing
application.
T Auto)reate ?lanAet PO
- Revisions do not default for Items when autocreating ?lanAet PO and the Item Revision
W must be entered.
- "he Item Revision number on the re-uisition must match the Item Revision number on
the PO.
T (avigate3 2etup --9OrganiLation --9inancial Options/ and in the Alternate Region
E()4:?RA()E, verify if the RE@4I2I"IO( E()4:?RA()E checAbo! is checAed.
T In the 2ys Admin Responsibility navigate to3
Pro+les59 -uery for the Pro+le Option PO3 A4"O)REA"E %& 1A"E.
If using the Encumbrance for Re-uisitions, then this Pro+le Option can be set to either
A4"O)REA"E 1A"E or RE@4I2I"IO( %& 1A"E. If not using Encumbrance, then you may
set it to (4&&. "his will solve the problem.
"he Pro+le Option PO3 A4"O)REA"E %& 1A"E is applicable only if you are using
Encumbrance for Re-uisitions.
(ow do 'ou autocreate a re4uisition with a docu&ent t'pe as
blan2et release when re4uisitions were i&ported fro& a :rd part'
s'ste&?
Ensure the line types selected for Re-uisitions are appropriate. 6ou need to have
Re-uisition &ine types and PO &ine types correctly associated. Rerun the process and
verify that the system does not error out.
2ubmit the re-uest for re-uisition import and use the Auto)reate window to create
document with type as ?lanAet Release against the re-uisition.
(avigation3
Purchasing -9 Reports -9 2ubmit a re-uest for Re-uisition Import
Purchasing -9 Auto)reate
(ow do 'ou autocreate 8RP generated re4uisitions to a blan2et
purchase order?
irst initiate the Release Purchase Re-uisitions from the Planners 8orAbench.
(avigation3
:aterial Planning -9 :RP -9 8orAbench
2econd, in the Purchasing Responsibility, Auto)reate the re-uisition to a ?lanAet PO.
(avigation3 Auto)reate
or Autocreate to +nd these re-uisition lines from :RP, the ?lanAet PO line type must be
set to %oods because the :RP Purchase Re-uisition is always created with a line type of
%oods. "he reason that :RP uses the line type of %oods is because %oods is seeded
data and because the :RP Planner 8orAbench uses :RPPRE&?.pls to insert a record
into the PO'RE@4I2I"IO('I("ERA)E table.
.an 'ou autocreate &ore than one standard PO in one autocreate
session?
6es,
;. ind the re-uisition lines to be autocreated.
E. )hoose a line.
M. Autocreate the purchases order using the automatic button.
C. 1o not leave the re-uisition lines screen.
H. )hoose a di7erent line.
I. "ry to autocreate another standard purchase order by clicAing the automatic button.
D. "he system gives the message3 app-;CFNF3 no re-uisition lines were autocreated.
*r' to autocreate but the s'ste& hangs how to cancel the
re4uisition that are loc2ed?
)hecA if there is a locA on the PO related tables.
2elect ob*ect'id, session'id, oracle'username, os'user'name,
Process, locAed'mode
rom sys.v'XlocAed'ob*ect/
2elect a.ob*ect'name, b.oracle'username
rom all'ob*ects a, vXlocAed'ob*ect b
8here a.ob*ect'id 5 b.ob*ect'id
And a.ob*ect'name liAe .poJ./
If you have any records returned, you have a locA. "o disable the locA, Aill the session.
Regenerating the form and bouncing the database will unlocA all the ob*ects.
What is the pac2age or procedure that stores the autocreate
process?
POY?8P;?.pls - autocreate po pacAage body.
1escription3 this pacAage contains all the functions to create purchase orders, releases
and rf-.s from data stored in the po'headers'interface, po'lines'interface and
po'distributions'interface tables. 8hen a user selects a line to be autocreated, it loads
the above interface tables. At that point the functions which are part of this pacAage are
called and move to create the re- line into a release or purchase order.
What does the grouping &ethod '1efault' indicate in the autocreate
for&?
8ith the grouping method .default. re-uisition lines for the same item, revision, line
type, unit of measure, and transaction reason are combined into individual purchase
order lines/ and re-uisition lines for the same item, revision, and line type are combined
into individual rf- lines.
"here are two new pro+les added to control the re-uisition line grouping using
autocreate. 3-
PO3 4se (eed-by 1ate for 1efault Autocreate grouping
PO3 4se 2hip-"o OrganiLation and &ocationfor 1efault Autocreate grouping
Re-uisition lines with di7erent need by dates or ship to information will be autocreated
into two PO lines with one shipment each if the corresponding pro+le is set to .6es. or if
it is unset.
If the pro+le is set to .(o., Re-uisition lines with di7erent need by dates or ship to
information will be autocreated into a single line with multiple shipments and if there is
any source document on the PO line the pricing will be determined using the ship to and
need by information from the +rst shipment.
5 autocreated a PO with two lines$ When 5 go to the purchase order
entr' screen and 4uer' the PO instead of showing the lines created
it onl' shows a new line with nu&ber :$ Wh'?
:aAe sure Inventory organiLation +eld is populated in inancial Options.
Wh' is there no categor' displa'ed or list of )alues for the categor' 0eld in
the purchase order 'ou are creating?
6ou must also create category codes for your items. "hen create a )ategory
set for Purchasing controlled at the master level. Assign your items to a
category code and the Purchasing category set you have created. )on+rm
that in 1efault )ategory 2ets the Purchasing application points to the
Purchasing )ategory set. "his will populate the category and description
when the item number is selected at the PO line level.
5 ha)e enabled POD#5GE% 1,, with a conte+t 0eld capitalDe+penseD;ag as
reference$ 5 now recei)e APP-,G1-==KLK error in Enter @uotations for&$
"his 1 is based on PO'&I(E2'A&& table. "he @uotation lines as well as the
PO lines share this table as the base, as well as share the same 1. ield
capital'e!pense'Kag is not present in @uotations form. "herefore you may
not use this +eld as the reference +eld for PO &ines 1. Other +elds which
you may not use include3 Inspection'Re-uired'lag,
Item')lass'&ooAup')ode, &ist'Price'Per'4nit, (egotiated'?y'Preparer'lag,
Reference'(um, "a!able'lag.
What is the diference between the agreed a&ount and the a&ount li&it 0elds
while entering a contract purchase agree&ent and issues related to these
0elds?
;. "he agreed amount +eld at the header level is copied to the amount limit in the terms
and conditions blocA. "his is also the amount that is printed on the blanAet agreement
and represents the contract amount between you and the vendor.
E. "he amount limit +eld will restrict the cumulative releases applied to this purchase
agreement from e!ceeding the speci+ed dollar amount entered here. "he value of this
+eld must be e-ual to or greater than the agreed amount +eld. "his column is used for
release approval amount validation. If the total cumulative releases e!ceed this amount
approval will fail. "he purpose of this +eld is to allow user to set a higher approval
amount limit than the amount agreed.
?ou are unable to )iew the PO fro& the 5n)oice 8atch window$ 5t gi)es an
error> APP--3-//> GO RE.OR1% 8EE* ?O9R %EAR.( .R5*ER5A$
"his could happen if the document security setup of PO does not allow this user to
access the PO. - 6ou need to ensure that user is set to ?uyer in the Purchase Order, or -
6ou need to alter the setup #2ecurity &evel$ to Public.
What is the diference between POD#5GED51 and #5GEDG98 in the table
POD#5GE%DA##?
PO'&I(E'I1 is the uni-ue system generated line number invisible to the user. &I(E'(4:
is the number of the line on the Purchase Order.
What's the diference between the due date and close date on the R,@?
Enter the 1ue 1ate when you want your suppliers to reply. Purchasing prints the reply
due date on the R@. Purchasing noti+es you if the current date is between the R@
reply due date and the close date and if the R@ is Active. Purchasing Anows that a
supplier replied to an R@ if you enter a -uotation for this supplier referencing the R@.
Enter the )lose 1ate for the R@. Purchasing prints the close date on the R@.
Purchasing noti+es you if the current date is between the R@ reply due date and the
close date and if the R@ is Active. Purchasing warns you when you enter a -uotation
against this R@ after the close date.
When does a Purchase Order line get the closure status of '.losed for
Recei)ing'?
Purchasing automatically closes shipments for receiving and invoicing based on controls
that you specify in the Purchasing Options window. Once all shipments for a given line
are closed, Purchasing automatically closes the line.
When does a Purchase order get the status of '.losed'?
8hen all lines for a given header are closed, Purchasing automatically closes the
document.
What is the use of list price and &ar2et price on Purchase Order?
If you have entered an item, Purchasing displays the list price for the item. 6ou can
accept the default list price or change it. 6ou can use this +eld to help evaluate your
buyers. Purchasing uses the list price you enter here in the savings analysis reports.
2avings Analysis Report #?y ?uyer$ and 2avings Analysis Report #?y )ategory$. If you
enter an item, Purchasing displays the marAet price for the item. 4se this +eld to help
evaluate your buyers. Purchasing uses the price you enter here in the savings analysis
reports if you do not provide a value in the &ist Price +eld.
What is the signi0cance of the 0elds 'Allow Price o)erride' and 'Price li&it'?
or planned purchase orders and blanAet purchase agreements only, checA Allow Price
Override to indicate that the release price can be greater than the price on the purchase
agreement line. If you allow a price override, the release price cannot e!ceed the Price
&imit speci+ed on the line. If you do not allow a price override, the release price cannot
e!ceed the 4nit Price. 6ou cannot enter this +eld if the line type is amount based. If you
allow price override, enter the Price &imit. "his is the ma!imum price per item you allow
for the item on this agreement line.
What is the diference between the control actions 'On (old' and ',reeAe' for a
Purchase order?
6ou can place a Purchase order .On hold. only at the header level. "his un-approves the
purchases order while preventing printing, receiving, invoicing, and future approval until
you remove the hold. 6ou can .reeLe. only at the header and release level. 6ou freeLe a
Purchase order when you want to prevent any future modi+cations to the Purchase
order. 8hen you freeLe a Purchase order, you can still receive and pay for goods you
already ordered.
What is the diference between the ,ield ',ir&' in the '*er&s and .onditions'
window and in the alternate region '&ore' in the PO ship&ents?
"he ield .irm. in the ."erms and )onditions. indicates that the Purchase order is +rm.
irm your purchase order when you want to indicate to :aster 2cheduling<:RP or your
manufacturing application that it should not reschedule this purchase order. "he ield
.irm. in the alternate region .more. in the PO shipments indicates that the Purchase
order shipment is +rm. irm your purchase order shipment when you want to indicate to
:aster 2cheduling<:RP or your manufacturing application that it should not reschedule
this purchase order shipment.
9nable to open the Purchase Orders for& due to error> ?ou are not setup as
an e&plo'ee$
"he error is referring to the ?uyer form setup in the Purchasing module. "he employee
setup might state that they hold a ?uyer position or *ob. 0owever, in order to access the
Purchase Orders or Autocreate form you must de+ne the employee in the ?uyer form
#2etup<Personnel<?uyers$. Also, ensure the employee name is de+ned in the employee.s
login information #2ystem administrator<2ecurity<4ser<1e+ne$
Also ensure the following pro+le options at the site, application, responsibility and user
level are set to the correct value3
0R3 2ecurity Pro+le
0R3?usiness %roup
:O3 Operating 4nit
(ow do 5 change the %upplier on a sa)ed or appro)ed PO?
"he system does not allow 2upplier update on a saved or approved PO. 6ou will need to
cancel the PO and create a new PO with the correct 2upplier.
5 ha)e accidentall' cancelled a PO$ (ow can 5 uncancel?
"he 2ystem asAs for your con+rmation before canceling a PO. )anceling is not a
reversible process. 6ou cannot retrieve bacA a cancelled PO.
.an 5 setup a diferent Purchase Order t'pe default for the PO for&?
"he Purchase Orders form always defaults a PO type of .2tandard Purchase Order., and
there is no setup, which can change this. Although the default value cannot be changed,
the user can overwrite the defaulted type once the Enter PO form is opened.
*he 5te& is setup in the ite& &aster but is &issing fro& the ite& #ist of
Balues$
6ou should checA the inancial Options setup and ensure in the alternate region Lone
2upplier-Purchasing that you have in the Inventory Org the correct organiLation. "he
ma*ority of Oracle customers have this set to their Item :aster for the best results.
2electing another organiLation limits items and related activity to that speci+c org. 8ith
the broad selection of item master the client will have greater functionality across
multiple organiLations.
(ow do 'ou change the unit price on a PO line once the line has been recei)ed
or in)oiced?
Oracle Purchasing will not allow unit price update on Inventory line items when the line
is received or billed because accounting transactions have already taAen place. "he
di7erence between the PO price and invoice price will be recorded in the Invoice Price
Gariance Account, which will show up on the Invoice Price Gariance report. If you have
mistaAenly entered the incorrect price on the PO, then you can worAaround this by
canceling or bacAing out the invoice and processing a return on the receipt, which will
allow unit price update.
.an the original Purchase Order can be )iewed in an' wa' for a re)ised
Purchase Order?
"he original version of a revised PO cannot be viewed from the PO form or PO summary
form. Information on the original PO is stored in the PO'0EA1ER2'AR)0IGE and
PO'&I(E2'AR)0IGE tables, and can be obtained through 2@&, using the PO'0EA1ER'I1
column as a common reference.
Where is the auto&atic nu&bering for Purchase Orders de0ned and
&aintained?
It is de+ned in Purchasing Options window. "he navigation is3
2etup<OrganiLations<Purchasing Options, (umbering alternate region.
Wh' is &' Purchase Order closing before a receipt is processed?
)hecA the Receipt )losed "olerance and the :atching setup. If :atching is set to e-ual
E-way, the PO will close once the Purchase Order is approved. If the line of the Purchase
Order is received within the tolerance the line will close.
.reate a Purchase Order$ 5nput the (eader and #ine infor&ation and 0nd that
the %hip&ents button at the botto& of the for& is gra'ed out$
2etup the Receiving Options to enable the 2hipment ?utton in the Purchase Order form.
(avigation3 2etup --9 OrganiLations --9 Receiving Options. Once set-up these options
for your OrganiLation you will have the 2hipments button enabled. Ensure that the
Purchasing Options and inancial Options are de+ned for your OrganiLation.
Accessing the Purchase Order entr' screen and getting the error> APP--3-3/
"E*DW5G1OWDOR"D%OE =3= ORA--3=: Go 1ata ,ound$
Attach the correct Operating 4nit to the responsibility ?. 1e+ne Purchasing Options ).
1e+ne inancial Options.
When 5 enter a new PO the Preparer is alwa's defaulted as the bu'er$ Wh'
a& 5 unable to change it?
4nchecA the checA bo! .Enforce ?uyer (ame in the Purchasing Options. 2etup
-9OrganiLation -9 Purchasing Options #Alternative region .)ontrol.$ .
Wh' is there no categor' displa'ed or list of )alues for the categor' 0eld in
the purchase order 'ou are creating?
6ou must also create category codes for your items. "hen create a )ategory set for
Purchasing controlled at the master level. Assign your items to a category code and the
Purchasing category set you have created. )on+rm that in 1efault )ategory 2ets the
Purchasing application points to the Purchasing )ategory set. "his will populate the
category and description when the item number is selected at the PO line level.
5 ha)e enabled POD#5GE% 1,, with a conte+t 0eld capitalDe+penseD;ag as
reference$ 5 now recei)e APP-,G1-==KLK error in Enter @uotations for&$
"his 1 is based on PO'&I(E2'A&& table. "he @uotation lines as well as the PO lines
share this table as the base, as well as share the same 1. ield capital'e!pense'Kag is
not present in @uotations form. "herefore you may not use this +eld as the reference
+eld for PO &ines 1. Other +elds which you may not use include3
Inspection'Re-uired'lag, Item')lass'&ooAup')ode, &ist'Price'Per'4nit,
(egotiated'?y'Preparer'lag, Reference'(um, "a!able'lag.
What are the diferent authoriAationDstatus can a re4uisition ha)e?
Approved, )ancelled, In Process, Incomplete, Pre-Approved, Re*ected, or Returned.
.an an appro)ed re4uisition be )iewed in the Re4uisition for&?
(o, an approved re-uisition cannot be viewed in the Re-uisition form. Approved or In
Process re-uisitions can only be viewed in the Re-uisition 2ummary form. Only
Re-uisitions, which have Incomplete, Returned, and Re*ected status, can be viewed
from Enter Re-uisition form.
.an an appro)ed re4uisition be re)ised?
An approved re-uisition can be revised using the )hange Re-uisition process in
iProcurement.
Wh' is there no list of )alues for ite&s in the re4uisition for& after the' ha)e
been de0ned in the ite& &aster?
"he list of values should be available. Please review 2upplier-Purchasing information for
the inancial Options to ensure the correct organiLation has been selected for the
Inventory Org. 2etup-9 OrganiLations-9inancial Options-92upplier-Purchasing
5s the %upplier ite& 0eld a )alidated 0eld?
(o, the supplier item +eld is not a validated +eld. It is for reference only.
(ow can 'ou ha)e speci0c Re4uestor defaulted on Re4uisition for&?
In order to have a speci+c re-uestor default onto the re-uisitions form, the user will
have to set the following in the user will have to set the following in the user.s
re-uisition preferences. (avigation3 <Purchasing -9 Re-uisitions -9 Re-uisitions %o to
special -9preferences )licA in the re-uestor +eld )hoose a re-uestor from the list of
values )licA the .apply. button, a message . new preferences now in e7ect.. )lose the
re-uisitions form Re-open the re-uisitions form )licA in the lines region, the re-uestor
from re-uisition preferences should appear in the re-uestor +eld. "he re-uisition
preferences are only valid while worAing on it , user needs to re enter re-uisition
preferences each time he starts the applications.
.an 5 change the ite& nu&ber in re4uisition lines after sa)ing the record?
4ser is not allowed to change the item number of a saved record in Oracle Purchasing
Re-uisition orm. If user +nds that the item entered by him in a saved record is wrong
then he has to delete that record and enter a new record for the re-uired item. 4ser is
allowed to change the "ype, 1escription, 4O:, @uantity, Price, (eed by date in a saved
record in the Enter Re-uisition form. Also he can change the item category if item
number of the saved record in the Enter Re-uisition orm is (4&&.
What all control actions 5 can perfor& on a re4uisition through 1ocu&ent
control window?
)ancel and inally close.
What is the authoriAationDstatus of a re4uisition after ,inall' closing it?
8hen we +nally close the re-uisition from Re-uisition 2ummary form the
authoriLation'status of the re-uisition does not change. Instead it.s closed'code
becomes .I(A&&6 )&O2E1..
.an 5 cancel or 0nall' close an' re4uisition fro& 1ocu&ent .ontrol Window?
(o. Purchasing lets you cancel or +nal close a re-uisition or re-uisition line before your
manager approves it or before a buyer places it on a purchase order. (o control actions
can be performed on an Incomplete re-uisition. 6ou cannot inally close a .Pre-
Approved. Re-uisition.
What happens if the re4uisition cancelled of 0nall' closed through 1ocu&ent
.ontrol Window and encu&brance is on?
If you are using encumbrance or budgetary control, Purchasing automatically creates
negative debit encumbrance entries for the cancelled re-uisitions. 8hen you +nal close
a purchase order, Purchasing creates credit entries which reverse the encumbrances.
(ow can 5 con0r& that &' re4uisition has suMcient funds?
%o to #:$ 2pecial-9)hecA for funds.
(ow to 0nd out which sales orders are lin2ed to a Purchase Order?
In Re-uisition 2ummary form #:$ 2pecial-9 Giew Purchase Order. In the .2pecial. :enu
itself you can see the option. Giew 2ales Order..
What does the status Pre-Appro)ed &ean and how does a docu&ent reach
this status?
"he status of Pre-Approved is the outcome of a person forwarding a document for
approval even though the forwarding person has the necessary authority to approve it.
"he document may have been forwarded by mistaAe or for business reasons. It is not
possible to perform a receipt against a document with a status of Pre-Approved.
When 'ou tr' to '%a)e' a re4uisition the following &essage appears>
PODA##DPO%*5G"DGA$
"his happens when you do not have a valid code combination for the accounts
defaulting on the distribution account. Ensure that the account has a valid code
combination.
While forwarding re4uisition for appro)al error APP--3=<K> 9ser e+it po
0ndDforward returned error$
"here is no orward :ethod speci+ed in the setup. "he I(1'OR8AR1 function cannot
+nd any rules to determine the forward to person. (avigate to the 1ocument "ypes
orm #POY2"11"$ in Purchasing Responsibility. 2etup -9 Purchasing -9 1ocument "ypes.
2elect the document type of Re-uisition #Internal or Purchase$ and maAe sure that the
+eld .orward :ethod. is not blanA. If it is blanA, set it to either 0ierarchy or 1irect, then
save.
9nable to enter Pro!ect infor&ation on the 1istribution line of a Re4uisition$
6ou cannot enter pro*ect information for inventory destinations #unless you have Pro*ect
:fg installed$. 2etting 1estination "ype 5 E!pense will resolve the problem. 6ou will
then be able to enter information in the remaining Pro*ect related +elds.
When a re4uisition is autocreated to a purchase order supplier infor&ation is
not populated in the purchase order header$
"his happens when a re-uisition number is entered in the ind Re-uisition &ines window
and document is autocreated. ?ut if you enter the re-uisition number and supplier
details in the ind Re-uisition &ines window and autocreated the document to purchase
order. "he purchase order now contains supplier details in the purchase order header.
2upplier information at the re-uisition level is actually a suggested 2upplier, and the
buyer has an option to decide which supplier to picA on the PO header. Also, if you try to
Autocreate multiple re-uisitions with di7erent 2uppliers Autocreate would not Anow
which supplier to use. 0ence the vendor information cannot be defaulted. "his is the
standard functionality of Oracle Applications. 8orAarounds3 ; - Enter the suggested
supplier on the .ind Re-uisition &ines. 2earch )riteria window and this is populated on
PO header when autocreated. E - Enter the supplier information in the .2elect Purchase
Order. Lone.
*he s'ste& does not allow 'ou to change the Price and 6 or 4uantit' of an
appro)ed Re4uisition line before Auto.reating a Purchase Order$
8hen you are using Encumbrance Accounting, by enabling the ?udgetary )ontrol Kag
for a set of booAs, the system automatically creates encumbrances from Re-uisitions,
Purchase Orders and other transactions originating from modules such as Purchasing S
Payables.
In this case, the funds are checAed at the Re-uisition &evel. 6ou cannot change the Price
and @uantity once the re-uisition has been approved. "his is the 2tandard functionality
of Oracle Applications.
After Autocreating a Purchase Order, you can change the -uantity and price.
.annot 0nd a 1ocu&ent in the Goti0cations for& which has been forwarded
b' an inter&ediate Appro)er$
2everal things with Oracle 8orAKow can cause documents to be stucA .in process.,
however, this particular issue deals with duplicate data in your 0R system.
4sing your 2ysAdmin responsibility, navigate to 2ecurity--94ser--91e+ne and perform a
-uery on the Person +eld using the employee name of the approver you are trying to
forward the document to.
"his should return a record for only ; user. If the employee is assigned to more than ;
user name, 8orAKow will not Anow who to deliver the noti+cation to and the document
will hang with a status of .in process..
?ou are allowed to update '1estination *'pe' fro& '5n)entor'' to 'E+pense' in
the re4uisition for&$
If you setup destination type as BInventoryB in the item setup and in the Re-uisitions
form if you change the destination type to BE!penseB, then this will override the
destination type setup in item setup. "he 1estination type will carry over from the
Re-uisition into the Purchase Order when autocreating.
.lic2ing on the #OB to select an e&plo'ee to forward the docu&ent gi)es
error>,R8-3-N:=> #ist Of Balues contains no entries$
6ou need to run the following s-l3
2@&9select can'preparer'approve'Kag, default'approval'path'id
from po'document'types'all
where document'type'code 5 .RE@4I2I"IO(./
If the results return a (4&& value for can'preparer'approve'Kag then you need to
perform the following3 (avigation3 Purchasing -9 2etup -9 Purchasing 1ocument "ypes.
In the document window type window use Re-uisition in the type +eld. Enable BOwner
)an ApproveB checA bo! save it disable it save it and enable it. "his is to set the Kag
accordingly. (ow save the record. (ow when you enter a re-uisition and forward the
re-uisition for approval you can have &OG in the forward +eld.
*he re4uisition can be sa)ed without the need-b' date 0eld being populated$
&ine items that are put on re-uisitions must be planned. It is necessary that the items
are planned in order for the need-by date to be enforced.
2tep-by-step solution3
%4I - @uery the item in the Item :aster
- )hoose the %eneral Planning sub-region
- :aAe the item planned
)har - (avigate - Items - 4pdate
- @uery item
- In Item 1etails region choose select
- :aAe the item planned
5n the Enter Purchase Order for& and in the Enter Re4uisitions for& the #ist
of Balues in the 5te&s 0eld is not retrie)ing so&e of the ite&s$
In the Enter Purchase Order form and the Enter Re-uisitions forms, the &ist of Galues
#&OG$ in the Items +eld is not based on what organiLation your purchasing responsibility
is pointing to. Instead, it is based on the Inventory OrganiLation entered in the inancial
Options form under 2upplier - Purchasing. In the Enter Purchase Order form and the
Enter Re-uisitions forms, the &ist of Galues #&OG$ in the Items +eld is not based on what
organiLation your purchasing responsibility is pointing to. Instead, it is based on the
Inventory OrganiLation entered in the inancial Options form under 2upplier -
Purchasing. )hanging the Inventory OrganiLation de+ned in the inancial Options to the
Item :aster organiLations will permit you to select those items.
*he ite&s with destination t'pe as 5n)entor' ha)e the destination t'pe as
E+pense defaulting in the Enter Re4uisitions for&$
"he defaults do not come in for a re-uisition, if the inv'organiLation'id column is blanA
in 0R'&O)A"IO(2 table and does not get populated. "he inv'organiLation'id is linAed to
location and this in turn is linAed to employee and which e!plains why when you enter
the item in re-uisition form the organiLation and 2hip-"o &ocation +eld were not get
populated and therefore the destination type was not coming as inventory. 6ou have to
populate inv'organiLation'id in 0R'locations table which will resolve the problem.
What is .enter-#ed Procure&ent?
)enter-&ed or )entraliLed Procurement is new functionality delivered in ;;.H.;F or
2upply )hain amily PacA ,. In ;;.H.N or Procurement amily PacA I, buyers are able to
leverage ?lanAet Purchase Agreement prices across operating units but Purchase Order
creation is only possible in the operating unit where demand originated."his new
functionality allows procurement operations to be run and maintained from a single
location sometimes referred to as a 2hared 2ervice )enter. Purchase Order creation can
be performed in one central operating unit and then received by another operating unit
where the re-uisition was raised.
In ;;.H.;F<R;E, %lobal Agreements can be either ?lanAet Purchase Agreements or
)ontract Purchase Agreements with a supplier that can shared between operating units.
"hese documents can then be used for automatic sourcing of re-uisition demand from
any enabled business units. As Receipting occurs in di7erent operating unit to the
Purchase Order, transactions such as receipts, invoice matches or payments
automatically initiate the appropriate cost transfer or inter-company invoicing
accounting transactions based on the rules de+ned in the +nancial relationship between
the Procuring and Re-uesting operating units.
What are the setups steps re4uired for .enter-#ed Procure&ent?
"he following setups are re-uired3
#i$ In Oracle Inventory, de+ne transaction Kows. "ransaction Kows de+ne the
procurement relationship between di7erent operating units. 2ee ."ransaction 2etup. in
the Oracle Inventory 4ser %uide.
#ii$ 2et 0R3 )ross ?usiness %roups pro+le to 6es.
#iii$ 1e+ne a supplier site for the supplier in both Re-uesting and Procuring Operating
4nits.
#iv$ )reate an approved %lobal Agreement in the Procuring or (egotiating Operating
4nit.
)reate a blanAet purchase agreement or contract purchase agreement with
%lobal checAed.
Enable the Re-uesting organiLations that can reference the global agreement
#"ools 9 Enable OrganiLations$.
or each re-uesting organiLation, specify the Purchasing OrganiLation and the
supplier site for the supplier.
#v$ )reate 2ourcing rules, sourcing rule assignment set entries and A2& entries
manually, or alternatively perform automatically at at Purchase order submit form.
#vi$ )reate a Re-uisition against your global agreement in any organiLation that is
enabled.
What are the %upported setups for .enter-#ed Procure&ent?
)ross-Operating 4nit Procuring is (O" supported when3
Inter-)ompany "ransaction low are not de+ned or valid
Encumbrance is .O(. in either Re-uesting or Purchasing Operating 4nits.
Pro*ect<"asA is speci+ed with e!pense destination.
Re-uisition line is G:I enabled #see Oracle Inventory 4ser %uide$.
Re-uisition shipment has a consigned relationship #see Oracle Inventory 4ser
%uide$.
1estination inventory organiLation is OP: enabled #2ee Oracle Process
:anufacturing 4ser %uide$
Item is not de+ned in the re-uesting or purchasing operating unit, destination
inventory organiLation, or logical inventory organiLation #as de+ned in "ransaction low$
Items must have attributes as documented as per Intercompany Invoicing 2etup
section in Inventory 4ser %uide # ie inventory item enabled, stocAable, transactable,
cost enabled, etc$
or 2ervice &ine "ypes, if 0R3 )ross ?usiness %roups pro+le 5 (o then the Re-uesting
and the Purchasing Operating OrganiLations must be in the same business group.
5s there an' additional setup re4uired for iProcure&ent?
(o. iProcurement uses Purchasing setups to correctly source re-uisitions raised.
?ulAloaded catalog items in iProcurement can leverage )enter-&ed functionality when
suppliers are associated with %lobal )ontract Agreements.
Q1. What are Reminder notifications?
Once an approver does not respond to an approval notifcation for quite sometime, then
a reminder notifcation can be sent out to the approver. You can send up to two
reminders to an approver using the Timeout feature. You can also specify that after a
certain period of time, the document be forwarded automatically to the next approver in
the hierarchy. This feature is setup by changing the Purchase Order (PO) and/or
Requisition approval workfow in Oracle Workfow Builder.
Q2. How do you setup the timeout feature?
In Oracle Workfow Builder, open the "PO Approval" workfow (for purchase orders) or
the "PO Requisition Approval" workfow for requisitions. To enable the Timeout feature
in the PO Approval workfow, modify the following activities in the Notify Approver sub
process by entering a Timeout period in their Properties windows:
Approve PO Notifcation, PO Approval Reminder 1, and PO Approval Reminder 2.
To enable the Timeout feature in the PO Requisition Approval workfow, modify the
following activities in the Notify Approver sub process by entering a Timeout period in
their Properties windows: Approve Requisition Notifcation, Requisition Approval
Reminder1, and Requisition Approval Reminder2. Refer to Note 124695.1 for more
details on the implementation steps.
Q3. Any prerequisite for timeout to work?
The Workfow Background Process must be running for the reminder notifcations to be
generated. The background process must be set to run periodically if you want the
reminders to be regularly generated. Run this program with parameter "Timeout" set as
"Yes", and "Item Type" parameter as "PO Approval Process" or "PO Requisition
Approval Process" whichever is appropriate.
Q4. How do you enerate the notifications for the documents that need to !e started up in
appro"a# yet?
You can run the Send Notifcations For Purchasing Documents program to search for
documents that are incomplete, rejected, or in need of re-approval and send
notifcations to the appropriate people informing them about the documents' status. A
new notifcation will not be generated if a previous one is still active.
Q$. What are the different types of reminders that the notifications can !e sent for?
When the Send Notifcations For Purchasing Documents program is run, notifcations
are generated regarding the following situations:
- POs and requisitions are Incomplete, Rejected or may require re-approval.
- POs and Releases require acceptance and acceptance is not yet received.
"Acceptance past due" notifcations is sent if the acceptance required date is over and
no acceptance is entered by this date.
- RFQ's and Quotations are in status of In Process.
- Active RFQ approaching expiration i.e. current date is between Due Date and Close
Date.
- Active Quotation approaching expiration.
Q%. Are the documents automatica##y forwarded to the ne&t appro"er in the hierarchy when
an appro"er does not respond to the fina# reminder notification?
The purchase order approval will look for the next approver in the hierarchy. This does
not work the same way in requisitions. The Requisition Approval process builds a list of
approvers when a requisition is submitted for approval. When the notifcation times out it
only look at this Approval list and not the PO hierarchies as in the case of purchase
orders.
Q'. Why the (end notifications for )urchasin documents proram enerates *Acceptance
past due* notifications when purchase orders ha"e a#ready !een accepted?
In order for the "Send Notifcations for Purchasing Documents" program to not send
reminder notifcations that documents have not been accepted by their acceptance due
date, the purchase order or release must have its latest revision accepted.
Q+. ,oes the (end notifications for )urchasin documents proram enerate a notification to
the preparer indicatin a specific action to take?
This program is designed to pick up all the documents which are Incomplete, Requires
Reapproval, Rejected and Returned and send a standard notifcation reminding user
that the document is pending for his action. The notifcation message is displayed
irrespective of the status of the document. What action the user needs to take can be
determined only after opening the document.
Where does Recei)ing Account infor&ation get deri)ed fro&?
"here are E new +elds3 1estination )harge Account and 1estination Gariance Account,
in the Purchase Order and Purchase Order 2ummary forms at 1istribution level. "hese E
accounts are derived by the PO Account %enerator 8orAKow, they correspond to
accounts valid to the Receiving OrganiLation #Re-uesting OrganiLation$. Inter-company
invoice transactions will occur automatically after receipt and deliver.
5s it possible to &anuall' Autocreate Re4uisitions using the Autocreate ,or&?
6es. Re-uisitions that are available for Autocreation are viewable only in a responsibility
tied to the operating unit where Re-uisition is created. 6ou can select to manually
autocreate and choose the %lobal ?lanAet Purchase Agreement#?PA$ to autocreate
against. "he Purchasing Org #where Purchase Order will be created$ can be selected
however this will depend on 2upplier 2ite on Re-uisition and Enabled OrganiLations on
the ?PA.
Wh' is the Purchasing OrganiAation #OB in Autocreate ,or& showing no
)alues?
Encumbrance is enabled in the current operating unit #Re-uesting OrganiLation$.
Encumbrance must be disabled for )enter-&ed Procurement. # (ote this is also true for
Release ;E$
@$ 1o we need to perfor& additional setups in 8OA. after upgrade
to R-/ to retain the &ulti-org setups that e+isted prior to the
upgrade?
A> If you do not wish to implement the features provided in R;E by :OA),
there are no additional setups re-uired. :O3Operating 4nit is preserved
through the upgrade, so if it was set in a previous release, it will still be set in
R;E.
@$ 1o we need to perfor& additional setups in 8OA. after upgrade
to R-/ to retain the single-org setups that e+isted prior to upgrade?
A> :ulti-org is re-uired for Release ;E. 6ou will be re-uired to enable multi-
org to upgrade to Release ;E. "his does not mean you will need to create
multiple operating units. 6ou must enable multi-org and de+ne at least one
operating unit. Once you enable multi-org, Operating 4nit I1 #org'id$ will be
populated in all the relevant tables.
@:$ 5f 8O> %ecurit' Pro0le is con0gured does the user also need to
set 8O> Operating 9nit or is it optional? 5f both are set then what
would be the i&plication?
A> :O3 2ecurity Pro+le taAes precedence over :O3Operating 4nit. 2o, if you
set :O32ecurity Pro+le, that is what will be used. If :O32ecurity Pro+le is not
set, then :O3Operating 4nit will be used.
@$ *he securit' pro0le was &odi0ed wh' did the user's access not
change per the &odi0cation?
A> "his could happen if value of :O32ecurity Pro+le references another
security pro+le and<or .2ecurity &ist :aintenance. concurrent program was
not run after modifying the security pro+le. Also, 0R3 2ecurity Pro+le taAes
precedence over :O32ecurity Pro+le. If the organiLation included in the
security pro+le is a operating unit as well as a business group, Aindly un-
checA the option .E!clude ?usiness %roup. from the security pro+le.
@$ When atte&pting to na)igate to for&6page the application shows
the error ''ou do not ha)e access pri)ilege to an' operating unit'
e)en though 'ou had set the users securit' pro0le$
A> Error is because the security pro+le has not been set correctly for the
user. Please verify the following again.
;. :O32ecurity Pro+le assigned to the user.s responsibility
E. Operating units have been assigned to the security pro+le
M. .2ecurity &ist :aintenance. concurrent program has run successfully.
@K$ 1oes 8OA. enable users to create purchase orders in another
operating unit si&pl' b' choosing an operating unit while 4uer'ing
the Auto.reate for& and choosing a re4uisition fro& another
operating unit without ha)ing de0ned a transaction ;ow between
the procuring organiAation and the recei)ing organiAation?
A> It is mandatory to de+ne a transaction Kow between the procuring
organiLation and the receiving organiLation before using this feature.
@$ (ow is Recei)ing supported across &ultiple operating units in
Release -/?
A>8hen the Receipts form is opened, the list of values #&OG$ will be
displayed of the inventory organiLations which are available to the user
through the security pro+le. Receiving forms unliAe other transaction
entry forms in Oracle Purchasing, does not maAe it mandatory for the user
to choose an operating unit even after selecting the inventory organiLation
to receive the shipment. 4ser will still be allowed to change to an operating
unit which may not necessarily include the inventory organiLation chosen
initially. or eg. if :; is an inventory organiLation which is not included in an
operating unit .Gision )ommunications #42A$., and if :; is chosen initially as
the receiving inventory organiLation, user is still allowed to select the
operating unit conte!t as Gision )ommunications #42A$. "his is an intended
feature in Release ;E.
@$ Wh' is it that the Recei)ing *ransaction Processor unli2e other
Purchasing concurrent re4uests enforces operating unit as a
&andator' para&eter in Release -/?
A>"he Receiving "ransaction Processor is a multi-org concurrent program. A
single receipt can be created for shipment lines destined for the same ship-to
organiLation and belonging to di7erent operating units. A purchase order, for
e!ample, is from a single operating unit.
@$ 5f a transaction is entered b' &ista2e in an incorrect operating
unit (the securit' pro0le of the user allows transaction entr' in
&ultiple operating units) what should be the ne+t step?
A>Please cancel<delete<reverse the transaction. "his is a user error. 2ystem is
behaving as intended.
$ Wh' are so&e custo&iAations not wor2ing after upgrading to
Release -/?
A> "he Girtual Private 1atabase #GP1$ feature has replaced )&IE("'I(O #Org
)onte!t$ function in multi-org Architecture. All calls made to Org )onte!t
function will no longer worA in R;E. Please refer to
the Note.374398.1and Note.396750.1for additional R;E resources and custom
code migration. "his may not address all your re-uirements for writing
custom code for :OA) or GP1. Please also review the public API.s #starting
Aey words mo'global$ available in Oracle Integration Repositoryfor additional
information.
What does the status )re-Appro"ed mean. and how does a document reach this status?
A3 "he status of Pre-Approved is the outcome of a person forwarding a
document for approval even though the forwarding person has the necessary
authority to approve it. "he document may have been forwarded by mistaAe
or for business reasons. It is not possible to perform a receipt against a
document with a status of Pre-Approved. "he approver to whom the
document was forwarded must +rst approve it.
Also Pre-Approved status can be achieved when using Encumbrance
accounting and the document is authoriLed for approval but funds have not
yet been reserved for it. Even if someone with suUcient approval authority
approves the document, its status will still be Pre-Approved if funds were not
able to be reserved at the time of approval. Once funds are reserved for the
approved document, the document status changes to Approved.
Another cause for Pre-Approved status is by importing .Approved. re-uisitions
with encumbrance on. "he re-uisition import process will force status to .Pre-
Approved., re-uiring user to taAe the reserve action.
What is the difference !etween ,/R012 and H/0RAR1H3 forwardin methods?
A3 "he document forwarding method is selected in the 1ocument "ypes form3
Responsibility3 Purchasing 2uper 4ser
(avigation3 2etup -9 Purchasing -9 1ocument "ypes
"he two choices for the document forwarding method are 1irect and
0ierarchy/ both options are always available regardless of whether Position
0ierarchies #positions$ or Employee-2upervisor Relationships #*obs$ are being
used.
A. 1irect orwarding :ethod 3 4sing this forwarding method, at the time
which a document is submitted for approval, validation will occur up the
approval chain until an approver is located that has the ability to approve the
document in -uestion.
- If Position 0ierarchies are being used, then the validation will occur against
positions listed in the position hierarchy speci+ed in the document approval
window. Once a position that has approval authority has been located, the
system will locate the employee assigned to this position and designate him
as the orward-"o. "he selection of the employee is based on alphabetical
conte!t.
- If Employee<2upervisor Relationships are being used, then validation will
occur against, +rst, the supervisor.s *ob of the employee submitting the
document for approval/ then, if that supervisor does not have authority, the
system will looA to the supervisor.s supervisor. "he validation process will
continue up this employee<supervisor chain until an approver with the proper
authority is located.
?. 0ierarchy orwarding :ethod 4sing this forwarding method, validation is
not performed to locate the ne!t possible approver with suUcient authority/
the documents will simply route to each person in the approval chain. "he
document, once submitted for approval, will move to either the person
assigned to the ne!t position in the position hierarchy if positions are being
used, or the employee.s supervisor if employee<supervisor relationships are
being used.
"he Aey di7erence between the two options is that 1irect forwarding will
move the document to the +rst person with authority to approve, whereas
0ierarchy will simply move the document to the -ueue of the ne!t employee
in the approval chain, whether that person has the approval authority or not.
or more detailed information on topic refer to the Purchasing 2etup of
Approval 0ierarchies "roubleshooting Note:134947.1.
What is the sinificance of the ,ocument 2ota# and Account Rane types on the Appro"a#
4roups form?
A3 "he 1ocument "otal type sets the ma!imum limit for any approval actions
taAen by the user whom the approval group applies to. If multiple 1ocument
"otals are speci+ed, the restriction will be to the 1ocument "otal, which is the
lowest.
"he Account Range also allows for a document total which is then tied to a
speci+c range of accounts listed on the same line. It is possible to have
di7erent account ranges with di7erent amount &imits. "his allows the same
user to have a di7erent dollar<account limit. It is mandatory to have an
account range speci+ed in each approval group de+ned. ?y default, if there
is not an account range de+ned, all accounts will then be e!cluded from the
document approval process, which means that the documents will not have
an ability to become approved.
(ote3 8ithin the account ranges called out in the Approval %roups form the
format and number of places within a segment must match the charge
account segment structure. or e!ample, the segment BFFFFB is not going to
match segment BFFFFFB as the number of places are not e-ual.
What is the sinificance of usin 5o!s or positions. and what effect wi## choosin one or the
other ha"e on the document appro"a# routin?
A3 "he choice of whether or not *obs or positions are going to be used is
made at the operating unit level within the inancial Options form.
Responsibility3 Purchasing 2uper 4ser 3
(avigation3 2etup -9 OrganiLations -9 inancial Options select the 0uman
Resources alternate region
If the option 4se Approval 0ierarchies is checAed, then positions and position
hierarchies are going to be utiliLed for the operating unit in -uestion/ if left
unchecAed, employee<supervisor relationships will be used for the approval
hierarchy routing path.
(ote3 If positions are being used, then position hierarchies will need to be
created as they are going to be the roadmap for document approvals. If *obs
are being used, then the employee<supervisor relationship will serve as the
roadmap.
What is the difference !etween archi"in on Appro"e "ersus )rint?
A3 "he archiving method determines at which point revision data will be
written to the document archive tables. Archive on Approve designates an
update to the Purchasing archive tables at the time of document approval/
each time a revision is made to a document and the document enters a
Re-uires Re-approval state, the new revision information will be archived at
the time the document is approved again. Archive on Print designates an
update to the document archive tables at the time the purchase order is
printed.
"he following graph illustrates the di7erence between the two settings. "he
Archive Rev columns denote the highest revision of the purchase order
currently residing in the purchase order archive tables. "he )urrent Rev
columns denote the current revision level of the purchase order, as seen in
the header region of the Purchase Orders form.
Step # Action Archive on Approve Archive on Approve Archive on Print
Archive Revision Current Revision Archive Revision
1 Create purchase order None 0 None
2 Change controlled information None 0 None
3 Approve Purchase order 0 0 None
4 Change controlled information 0 1 None
5 Approve Purchase order 1 1 None
6 Print Purchase order 1 1 0
Change controlled information 1 2 0
! Approve Purchase order 2 2 0
" Print Purchase order 2 2 1
10 Change controlled information 2 3 1
11 Print Purchase order 2 3 2
12 Approve Purchase order 3 3 2
/n Re#ease 11.6 and hiher. e"ery time attemptin to appro"e a document it remains in the
status of 7/ncomp#ete7 - why?
A3 2ometimes, a document may still have a status of Incomplete after an
attempt to approve the document has been made/ this indicates a failure in
the validation of the approval authority for the document creator, along with
the inability to locate an employee with the proper authority to forward the
document. 2ee "roubleshooting Purchasing 1ocument or Incomplete
Approval 2tatus Note:295153.1.
How is it possi!#e to appro"e a !#anket re#ease when the !#anket purchase areement is
showin that the fu## amount has a#ready !een re#eased?
A3 "he validation of a release dollar amount is not against the amount agreed
on the header of the blanAet purchase agreement/ instead, it validates
against the Amount &imit speci+ed in the "erms and )onditions window of
the Purchase Orders form. If this +eld is left blanA, then the release can be
for any amount. "herefore, it is imperative that the Amount &imit +eld be
populated with the same dollar amount as the Amount Agreed +eld in the
header region of the Purchase Orders form, depending on the business
needs. It should also be noted that Release ;;i also has introduced an
Amount &imit +eld that can be de+ned at the line level of the blanAet
agreement.
/ am de#eatin the appro"a# of a )8 to someone who does not ha"e access to open this )8.
Wou#d he !e a!#e to appro"e it?
A3 2ince he has been .delegated. the approval authority from you, his
approval actions would be ad*udged as if you were taAing those actions on
this document. 0owever, the document would remain inaccessible to him.
"his is because by .1elegating., you are only allowing him to act on approval
decisions on your behalf, rather than also delegating him the access
authority.
/ ha"e heard a!out somethin ca##ed A90 for appro"a#s in 11.$.1:. what is it and can / use it
on my ear#ier re#ease?
A3 In Oracle Applications ;;.H.;F Procurement has integrated with another
Oracle Product called Approvals :anagement Engine #A:E$ that can be used
for Re-uisition Approvals. "he functionality is available only when using
Employee 2upervisor method for routing documents and is only available for
Purchasing Re-uisitions at this time and only for applications release ;;.H.;F.
A:E is a conditional and rules based system, where you de+ne the rules and
conditions on how a document approval routes to the ne!t supervisor. or
more information on A:E and Oracle Procurement please refer to the
following :etalinA (otes and 1ocumentation3 ;;.H.;F A@ for Approvals
:anagement #A:E$ Integration or iProcurement and
Purchasing Note:293315.1
/ ha"e heard of )80RR8R for impro"ed error hand#in. What is this feature?
A3 Introduced in ;;.H.I POERROR setup can be used for improved document
error handling. "his feature automatically resubmits documents stucA in the
status of .in-process. and failing because of 1ocument :anagement failures.
"he failures include 1oc :gr Error ; #1ocument Approval :anager "imeout$
or 1oc :gr Error E #1ocument Approval :anager (ot Active$. "his does not
handle 1oc :gr Error M failures #E!ception in the 1ocument Approval
:anager code$. 2ee Oracle Purchasing POERROR 8orAKow 2etup and 4sage
%uide 8hite Paper Note:224028.1.
/s it possi!#e to define position hierarchies. which span across mu#tip#e operatin units?
A3 (ot before ;;.H.N and also only for employee<supervisor based approval
routing, position hierarchy based document approvals cannot go across
operating units. 2ee Position 0ierarchy3 Approvals 2pan Across :ultiple
Operating 4nits Note:280012.1for more details.
How is it possi!#e to appro"e a !#anket re#ease when the !#anket purchase areement is
showin that the fu## amount has a#ready !een re#eased?
A3 "he validation of a release dollar amount is not against the amount agreed
on the header of the blanAet purchase agreement/ instead, it validates
against the Amount &imit speci+ed in the "erms and )onditions window of
the Purchase Orders form. If this +eld is left blanA, then the release can be
for any amount. "herefore, it is imperative that the Amount &imit +eld be
populated with the same dollar amount as the Amount Agreed +eld in the
header region of the Purchase Orders form, depending on the business
needs. It should also be noted that Release ;;i also has introduced an
Amount &imit +eld that can be de+ned at the line level of the blanAet
agreement.
What is #o!a# super"isor and how can / uti#i;e that for appro"a#s across !usiness roups?
A3 "his feature allows the user to forward a document #PO or Re-$ to a
supervisor in a di7erent business group than the user. "his is enabled when
the pro+le .0R3)ross ?usiness %roups. is set to yes. "he action history will
also show the details including the name of the person from the di7erent
business group. "his functionality is available on Procurement amily PacA
#;;i.PR)'P.$ and above. or more information please refer to3 Purchase
Re-uisition Approval Across ?usiness %roups - Note 291046.1.
/ ha"e end-dated a position !ut sti## ha"e the emp#oyees assined to this position. 2hese
emp#oyees continue to !e a!#e to appro"e the )8s as !efore. Why?
A3 "hey would continue to be able to approve as long as they have valid
assignments. 8hen you are altering your organiLation structure by e!piring a
position, you :42" also maAe alternatives for the open assignments on this
position. "his should be a part of your organiLation structure migration
process. Once you have migrated completely to the new Position 2tructure,
including the proper employee-position assignments, run the ill Employee
0ierarchy program. "his would a7ect the PO Approval accordingly.
What type of document attachments can !e emai#ed with )urchase 8rders to (upp#iers?
A3 In ;;i;F and below only (otes to suppliers and &ong<2hort "e!t
Attachments could be sent to the 2uppliers. (ow in Release ;E #R;E$ and
higher +les such as #:s8ord, 1rawing etc.$ as well as 4R&s can be sent.
,oes Appro"a#s 9anaement 0nine <A90= support para##e# appro"ers - where notifications
are sent out to mu#tip#e peop#e simu#taneous#y to speed up the appro"a# process?
A3 ?eginning in R;E A:E supports parallel approvers for re-uisition approval.