Purchasing

FAQ: Accruals and Accounting

What is the difference between 'Accrue On Receipt' and 'Accrue at Period End'?

Accrue On Receipt means that when a receipt is saved, accrual transactions are
immediately recorded and sent to the general ledger interface. This is also known as
"online" accruals.
Accrue at Period End means that when a receipt is saved, the accrual transactions are
not immediately recorded and sent to the general ledger; instead, the accounting entries
are generated 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 or Outside Processing are accrued
on receipt.

For items with a destination type of Expense, you have the option of accruing on receipt
or at period end.

Why are expense items typically accrued at period-end, and why are inventory
items always accrued on receipt?
One should accrue on receipt if perpetual inventory is adopted to facilitate reconciliation
between inventory valuation reports and accounting entries.
Expense items typically are not accounted for on a daily basis, and most companies find it
easier to account for and reconcile these expenses at month-end rather than at the time each
individual expense is incurred.
When both inventory and expense items are accrued on receipt, the following problems may be
encountered:

A) Receiving inspection balances will include both inventory assets and expenses, so at the end
of the month, they will need to be manually reclassified.

B) The number of entries needed to research and reconcile the perpetual A/P Accrual
Account(s) becomes significantly increased. Since the expense receipts could double the
number of accrual accounting entries to process, the Accrual Reconciliation Report could take
twice as long to run. The amount of time required by your staff to research any discrepancies
would also increase.

Which Purchasing report should be used to review period-end accruals?

The Uninvoiced Receipts Report should be used to view period-end accruals. This Report
should be used to reconcile Period End Accruals with GL.

Which Purchasing report should be used to review online accruals?

The Accrual Rebuild Reconciliation Report should be used to view accrual transactions for
inventory items and expense items which are set to accrue on receipt (online accruals). This is
the Report that should be used to reconcile accrue on receipt transactions with GL.

After entering receipts and running the Receipt Accruals - Period-End Process, the
new journals do not appear in the General Ledger. Should the transactions
automatically appear in GL after performing these steps?
The transactions from Oracle Purchasing are only sent to the GL_INTERFACE table. In order
to create the journals and see them in General Ledger, the Journal Import concurrent
program must be run from a General Ledger responsibility. Be sure to review the output file
from the Journal Import request to ensure that the records imported successfully.

Does the process of reversing journals for period-end accruals occur automatically
in GL?
The process of reversing the accrual journals does not occur automatically; they must be
manually reversed in the general ledger.

In Uninvoiced Receipts Report, what is the purpose of the parameter 'Accrued

Receipts'?

A: This parameter should be set to 'No' to see only the uninvoiced receipts which have not yet
been accrued by running the Receipt Accruals - Period-End process.

This parameter should be set to 'Yes' to see uninvoiced receipts which have already been
accrued by running the Receipt Accruals - Period-End Process.

Records are appearing on the Uninvoiced Receipts report for expense items which
have been received but not invoiced. How can these records be removed from the
report and kept from accruing each month?
There are a couple of methods that can be used to remove records from the report and to keep
them from accruing each month:
A) Close the purchase order shipment line. Closing the purchase order at the Header or Line
level will also have the same effect. On the Purchase Order Summary form, select Special ->
Control, then 'Close'.
NOTE: Selecting 'Cancel' will not keep receipts from accruing each month. Refer to
question/answer #10 below for an explanation of this. Also, this solution only applies to PO
shipments which are set to accrue at Period End. It will not remove PO shipments which are set
to Accrue On Receipt ("online accruals").
B) Create an invoice in AP and match it to the purchase order for the entire received quantity.
Some users choose to create a 'dummy' invoice for $0.00 in this case.

What is the difference between the Accrual Reconciliation Report and the Accrual
Rebuild Reconciliation Report?
The report is available as two (2) separate concurrent programs: the Accrual Reconciliation
Report and the Accrual Rebuild Reconciliation Report. Both reports run using the same report
definition file: POXACREC.rdf.
When the Accrual Rebuild Reconciliation Report is selected, the following events occur:
The program will delete all records currently stored in the
PO_ACCRUAL_RECONCILE_TEMP_ALL table
Accounting entries are selected from the appropriate sources (sub ledgers) based on the
parameters entered at the time of report submission
The temporary table PO_ACCRUAL_RECONCILE_TEMP_ALL is repopulated with these
accounting entries
Report output is generated based on this information
When the Accrual Reconciliation Report is run, the report does not reselect the information
from the sub ledgers; instead, it reports only on the data currently stored in the
PO_ACCRUAL_RECONCILE_TEMP_ALL table. This feature saves time and decreases the
performance impact on the system, because the accrual information does not have to be
regenerated from the original sources every time the report is submitted.
Typically, the Accrual Rebuild Reconciliation Report is run at the end of the period, and the
Accrual Reconciliation Report is used for interim reporting. Note that the title showing on the
report output remains the Accrual Reconciliation Report regardless of which process is

actually submitted.

Several transactions appear on the Accrual Reconciliation Report which were

charged to the accrual account in error. Manual journal entries have already been
created in GL to correct these transactions. How do these transactions now get
removed from the report?
In Oracle Purchasing, go to the Accrual Write-Offs form.
Responsibility: Purchasing Super User
Navigation: Accounting/Accrual Write Offs

Select the lines that need to be removed from the report and save.
Then, run the Accrual Reconciliation Report again, setting the parameter 'Include Written-Off
Transactions' to No. The written-off transactions will no longer be included in the report.
NOTE: You can run the Accrual Write-Off Report to review the transactions that were written
off; this can be used to support the manual journal entry created in the general ledger.

FAQ: Purchasing Requisitions

What does the status Pre-Approved mean, and how does a document reach this
status?
The 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. The document
may have been forwarded by mistake or for business reasons. It is not possible to perform a
receipt against a document with a status of Pre-Approved.

When you try to 'Save' a requisition, the following message appears:

PO_ALL_POSTING_NA.
This 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 requisition for approval, error APP-14056: User exit po

find_forward returned error.
There is no Forward Method specified in the setup. The FIND_FORWARD function cannot find
any rules to determine the forward to person. Navigate to the Document Types Form
(POXSTDDT) in Purchasing Responsibility. Setup -> Purchasing -> Document Types. Select the
document type of Requisition (Internal or Purchase) and make sure that the field 'Forward
Method' is not blank. If it is blank, set it to either Hierarchy or Direct, then save

Unable to enter Project information on the Distribution line of a Requisition.

You cannot enter project information for inventory destinations (unless you have Project Mfg
installed). Setting Destination Type = Expense will resolve the problem. You will then be able to
enter information in the remaining Project related fields.

Cannot find a Document in the Notifications form which has been forwarded by an
intermediate Approver.
Several things with Oracle Workflow can cause documents to be stuck 'in process', however,
this particular issue deals with duplicate data in your HR system.
Using your SysAdmin responsibility, navigate to Security-->User-->Define and perform a query

on the Person field using the employee name of the approver you are trying to forward the
document to.
This should return a record for only 1 user. If the employee is assigned to more than 1 user
name, Workflow will not know who to deliver the notification to and the document will hang
with a status of 'in process'.

You are allowed to update 'Destination Type' from 'Inventory' to 'Expense' in the
requisition form.
If you setup destination type as "Inventory" in the item setup and in the Requisitions form if
you change the destination type to "Expense", then this will override the destination type setup
in item setup. The Destination type will carry over from the Requisition into the Purchase Order
when autocreating.

The requisition can be saved without the need-by date field being populated.
Line items that are put on requisitions must be planned. It is necessary that the items are
planned in order for the need-by date to be enforced.

FAQ - Purchasing, Receiving, and Financial Options

The information setup in the Purchasing Options form is not defaulting on to my

purchase order.
Verify the PO Options have been setup for each Organization. The Options are specific to each
Organization.

Why is my Purchase Order closing before a receipt is processed?

Check the Receipt Closed Tolerance and the Matching setup.
If Matching is set to equal 2-way, the PO will close once the Purchase Order is approved.
If the line of the Purchase Order is received with in the tolerance the line will close.

When creating a Requisition or Purchase Order I am unable to see my items.

Check the Inventory Organization defined in the Financial Options:
Setup > Organization > Financial Options - Supplier > Purchasing region
The Inventory Org specified here should be the Master Inventory Org, otherwise only the items
setup in the Org populated in this region will be viewable from the Requisition/Purchase Order
forms.

Cannot enter the Receiving Options form. Receive the error: 'No organizations
Currently Defined'.
From Inventory Responsibility Setup/Org/Organizations Access, the Purchasing Responsibility
need to be defined.

Receiving the following error when you save a new Requisition APP-14142
get_po_parameters-10: ora-01403: no data found Cause: A SQL error has occurred
in get_po_parameter @lsql_err.

You need to do the following:

1. Define the Purchasing Options and Financial Options for your Organization.
2. Ensure that the Master Organization, as well as the Child Organizations, have Receiving
Options defined.

Invoice Matching setting in POXPOEPO does not default to the setting in Purchasing
Options form.
Invoice matching can be set in five different areas of Oracle Purchasing:
In the list below, a setting at any level will override the settings above it.
1. Oracle Purchasing Options
a. Navigate to: Setup > Organizations > Purchasing Options
b. Select Default Alternative Region
2. Supplier Information
a. Navigate to: Supply Base > Suppliers
b. Query on specific supplier
c. Click on Open
d. Select Receiving Alternative Region
3. Line Types
a. Navigate to: Setup > Purchasing > Line Types
b. In the Receipt Required field: Yes = 3-way, No = 2-way
4. Items
a. Navigate to: Items > Master Items
b. Query on specific item
c. Select Purchasing Alternative Region
d. In the Invoice Matching section: Yes = 3-way, No = 2-way
5. Purchase Order Shipments
a. Navigate to: Purchase Orders > Purchase Orders
b. Enter (header and) line information
c. Click on Shipments button
d. Select More Alternative Region

FAQ: Purchasing Notifications

Email Notifications:

How to prevent specific e-mail purchasing notifications (primarily the FYI document
approval notifications) from being sent?
It is not possible to disable the delivery of e-mail notifications only for certain type of
notifications.
How can an e-mail notification be sent to a Buyer for an approved requisition?
There is no current functionality to provide a notification to a buyer when a requisition is
approved. The requisition approval workflow is designed to send a FYI notification only to the
preparer. Use the manage buyer workload screen (Navigation: Purchasing Responsibility ->
Management -> Manage Buyer Workload) to find available requisitions and manually assign
them to the buyers. After assigning the requisitions, buyers can use the same form to place the
requisition lines on purchase orders.
How to setup PO Alert Notifications to fire or trigger an alert email notification to be
sent when an event occurs?
Purchasing is integrated with Oracle Alert to provide on-line exception reporting capability. Use
the pre-coded alerts or create a new alert to notify when a user takes a specific action, or notify
about specific exceptions found in the database.
Is it possible to change the text for link "Please Click Here To Respond" in the
response required notifications?
Yes, you can change the description for this attribute in the WF Mailer workflow file
(wfmail.wft).

How to add the response buttons Approve, Forward,Reject to the e-mail

notifications?
The response template is part of the mailer configuration. Change this template to 'Open
Notification (Direct Response Parsing)' in order to display the buttons in the e-mail notification.

Delegate / Notification Rules:

How delegate authority notification rules update the action history for requisitions
and purchase orders?
The behavior is different for requisitions and purchase orders. For requisitions, when the
document is approved the action history shows a 'Delegate' action against the forwarded to
person (who delegated his authority) and an 'Approve' action against the person to whom
authority is delegated and who actually approves the notification. For purchase orders, the
action history does not reflect the delegate action but displays an Approve action against the
original approver.

Is the transfer option in the notification rules a supported action for purchasing
notifications?
Transferring the ownership of the notification is not allowed in Purchasing approval
notifications. This is documented in the Viewing and Responding to Notifications in the Oracle
Purchasing User's Guide.
The reason why Transfer is not allowed is that it affects only the notification itself and not the
document associated with the notification. Delegation of the document delegates the document
ownership and thus allows auditing history to occur and to correctly record activity performed
against the document in the document's action history. A transfer action of the notification
would miss this auditing capability.

Notification Contents:

Can file type attachments entered in the purchase order/requisition form be

included in the approval notification?

This functionality is not available for purchase orders.

For requisitions, the approval notification will display a link to access the corresponding
attachment files. The attachments should be created at the header level and the approver
needs to have an iProcurement responsibility assigned.

How To Display The Cost Center Segment In Requisition Approval Notification?

Use framework personalizations to enable and display the cost center segment in the requisition
approval notification.

Is it possible to hide the "forward" and "approve and forward" button in purchase
orders / requisitions approval notifications?
This functionality is not available for purchase orders.
For requisitions it is possible to hide the links disabling profile option PO: Allow Requisition
Approval Forward Action.

Is there a limitation in the number of lines to display in the requisition approval

notification?
The number of lines is controlled by profile option PO: Notification Lines Display Limit.
There is no limitation in lines but there is a 32K size limit, so it is recommended to keep the
profile to 30 to 40 so as not to reach the maximum.

How to resend failed notifications?

Run the concurrent request 'Resend Failed/Error Workflow Notifications to resend failed
notifications.

FAQ Receiving (RECEIPTS)

How to prevent receiving a Purchase Order PO, when the PO is in Requires

Reapproval status? It is available to receive PO even though PO is in Requires
Reapproval status.
This is the intended functionality. The functionality has always been to allow Receiving if the PO
Shipment Line (po_line_locations_all record) has approved_flag='Y', regardless of the PO
Header status.
Once the PO Shipment is Approved, it remains Approved (and is eligible to be Received) until
the PO Line or PO Shipment Line or PO Distribution is changed such that Reapproval is required
for the PO Shipment Line.

What Are The Different Descriptive Flexfields (DFF) Used In Receiving And What Is
Their Usage?
There are 4 descriptive flexfields in Receiving Process. These are
*
*
*
*

RCV_SHIPMENT_HEADERS
RCV_SHIPMENT_LINES
Receiving Transactions
Receiving Transactions Interface

All of these flexfields are updatable.

Why Receipt Tolerance Is Not Considered And Over Receipt Quantity Is Allowed?
This is possible when blind receiving is allowed in the Receiving Options for the Inventory
Organization involved.
When blind receiving is enabled, Receipts form shows zero quantity when the PO is queried and
thereafter user is allowed to receive any quantity irrespective of the over receipt tolerance and
the action associated to it.
If users do not want this possibility, then 'Allow Blind Receiving' flag in the Receiving Options of
Inventory Organization should be unchecked. This will not allow users to receive more than the
tolerable quantity.

Why is a PO Line Closed For Receiving Still Showing in PO LOV For Receipts?
It is per functionality that a closed for receiving PO can be retrieved in the Find Expected
Receipts form LOV as the criteria is that the PO shipment only need be approved and not
canceled or finally closed.

Why Service Purchase Orders are not Changing to Closed Status After Being
Invoiced?
Set Receipt close tolerance = 100%

How are Receiving Transaction Tied to Inventory Transactions?

How the MTL_MATERIAL_TRANSACTIONS table tie to the RCV_TRANSACTIONS
table?
If the RECEIVING transaction information is known, then do the following:
1. Get the transaction_id from rcv_transactions where the receiving transaction_type is
CORRECT, DELIVER or RETURN TO RECEIVING.

2. The transaction_id in rcv_transactions will be the rcv_transaction_id in

mtl_material_transactions.
RCV_TRANSACTIONS.TRANSACTION_ID=MTL_MATERIAL_TRANSACTIONS.RCV_TRANSACTIO
N_ID If the INVENTORY transaction information is known, then do the following:

Get the transaction_id and the rcv_transaction_id from mtl_material_transactions.

The rcv_transaction_id.mtl_material_transactions will equal the transaction_id in
rcv_transactions.

How can we undo a receipt and thus cancel a purchase order so that we may create
a new Purchase Order (PO) with the correct destination type?
The Destination Type value is defaulted based on the Receipt Routing at the purchase order
shipment line level. To determine this value navigate to
(r) Purchasing (n) Purchase Order > Purchase Order Summary > Shipment radio button >
Receiving Controls radio button.
The defaulting rules are as follows:
1. Destination Type will default to Inventory if the Receipt Routing is DIRECT and the item is an
Inventory item.
2. Destination Type will default to Expense if the Receipt Routing is DIRECT and the Item is an
Expense item.
3. Destination Type will be Receiving if Receipt Routing is Standard or Inspection Required
So in order to correct the destination of the receipt, the correct way to address this would be to
do the following:
1. Perform a return to receiving for the full amount. This will return the material to the receiving
dock where you can then perform the next step.
2. Once the items have been returned to receiving, you can then perform a return to vendor
3. After you performed the return to vendor, you can then cancel the purchase order and create
a new PO with the correct inventory destination type or revise the existing po and create a
revision with the correct destination type on the newly revised PO.

How to Delete a Receipt?

Users cannot delete a receipt once it is made, however users can perform either a 'Correction'
or a 'Return' to the receipt dependant upon the nature of the error made when performing the
receipt.

How To Receive Against A Canceled PO?

There is no way in the system to be able to receive against this canceled PO. There are a
couple of options in how to address this, a canceled PO means just that - it is canceled and is
no longer considered to be required and is not in the system.
1. Since the original Purchase Order is now canceled, what will have to be done is create a
new Purchase Order for the received items and then complete receipt.
2. Unordered Receipt functionality can be used as an alternative but eventually there will
have to be a match of the unordered receipt to a Purchase Order

FAQ: Purchasing Documents Open Interface

What should I do if the Purchase Document Open Interface (PDOI) process fails?

The first thing is to check for the error message and examine description from the
po_interface_errors table for the given interface_header_id.

The description would be self-explanatory. Accordingly check for the data in the
po_headers_interface, po_lines_interface tables and correct them and run the PDOI
again with the corrected data.

How do I to get the log file for the PDOI run?

To get the log file for the PDOI set the following profile option to Yes :
PO: Write server output to file.

How to view/purge and correct the errors tables?

To view the errors run the following Report: Purchasing interface error report.
To Purge the error and interface tables run the following Reports:
Purge purchasing open interface processed data report. Purchasing interface error
report.

What do I do when POs are not being picked up by PDOI and these records remain
in pending status?
Check if the client is a single org instance. If you are using single org instance then you are not
supposed to populate the org_id in the interface tables. Org_id should be null for a single org
implementation.

How should I populate the project and task information in PDOI?

The point to be noted here is that always populate project name and task name into the
project and task column of po_headers_interface table instead of project number and task
number. Based on project name and task name PDOI derives the project_id and task_id and
inserts in the po_distributions table.

What should I do if PDOI errors out with "po_pdoi_invalid_dest_type destination

type (value = expense) is not valid" for expense items?
This Error can arise out of following situation:
1. Validation of destination organization id fails.
2. Validation of destination type code fails.
3. Item_id is NULL and destination_type_code is INVENTORY.
4. Validation of destination subinventory fails.
5. Destination_type_code in ('SHOP FLOOR','EXPENSE') and destination_subinventory is not
null.

How and when are the Blanket effective dates updated though PDOI?
If you are using the UPDATE action code then PDOI only VALIDATES the line level info.
If you want to update headers then use REPLACE instead of UPDATE. By using UPDATE you
can only update some columns at the PO lines level as mentioned in the users guide.

Can you update documents via PDOI which were created manually?
Yes it is possible.

Why does PDOI error out with "ora-00001 unique constraint violation in
po_headers_u2"?
Though this issue may occur rarely but it can and its explained below:
The document number is generated at the end of the PDOI process before commit and updated
in the po_headers table. When the PDOI process starts, po_headers table is updated with
poi_temp_po_b679535 value in segment1 and then later after headers and lines are processed
document_number is generated and the po_headers is updated with that. Assume for any
reason on account of an incomplete transaction there is a record in po_headers table with
poi_temp_po_b679535 value in segment1 then PDOI would fail with the above error message.
So just check for a record in po_headers table with poi_temp_po_b679535 value of the
segment1 for this error.

What should I do when PDOI creates approved standard purchase orders but no
charge account is being generated?
We do not support importing approved standard purchase orders. But in the Procurement
Family Pack G onwards this feature has been added.

How do we debug when PDOI does not create any POs?

Two methods can be employed:
1. Before running the PDOI program, set the profile option PO :Write server output to
file to 'Yes' and then you can view the log file thus generated while running the PDOI.
2. After the PDOI is run, run the report 'Purchasing interface error report' to debug
what is the exact error.

I had submitted the PDOI conc. request for updating the unit_price of a blanket
purchase agreement line with an action of "UPDATE". PDOI instead of updating the
line, has created a new line with new price. Every updated line is being created
multiple times. How can this be avoided?
This might be because the line you are trying to update is already expired. PDOI creates
another line with the updated information if the line which is getting updated is already
expired.

How is data deleted from the interface tables after it has been loaded?
After successful creation of data through PDOI, the process_code in the interface tables will be
set to 'Accepted'.
If the Customer wants to delete this interface data which is used no more then they need to
run the concurrent request 'Purge purchasing interface processed data'.

I had loaded all the data into the interface tables and with process_code as
'PENDING'. I run the PDOI program, but data is not getting picked up by PDOI. The
records remain in status 'PENDING' in the interface tables. What do I do?
Check whether client is single org. If they are single org, then they should not populate org_id
into the interface tables. Make the org_id null in the interface tables and re-run PDOI.

I want to update header of a document. Is it possible via PDOI?

No. It is not possible to update header information but only line information can be updated
from PDOI. You can use 'Replace' option to replace the entire document in this case.

Can we use Purchasing Document Open Interface (PDOI) to load complex milestone
based purchase order (PO) from external source?
PDOI does not support complex POs yet. The reason is :
The following columns added to the table po_lines_interface and are intended for internal
use only:
processing_id
line_loc_populated_flag
file_line_number
retainage_rate
max_retainage_amount
progress_payment_rate
recoupment_rate
advance_amount
without using these columns, there is no way to import complex work POs.

What documents types are supported?

Currently, the Purchasing Document Open Interface can import the following:

Standard Purchase Order.

Blanket
Quotation
Item
Sourcing Rules

What Actions are supported?

ORIGINAL
ADD
UPDATE
REPLACE

create a new document

add new lines onto an existing document
update existing line information for a document
Replace the existing document

Which interface tables are involved?

PO_HEADERS_INTERFACE
PO_LINES_INTERFACE
PO_DISTRIBUTIONS_INTERFACE (Used for Standard PO only)

Which document types can be updated by using Purchasing Document Open

interface?

Blankets and quotations created by Purchasing Document Open Interface.

Blankets and quotations created manually via Oracle Applications standard forms
cannot be updated by using Purchasing Document Open Interface since there is no
value for vendor_order_num for blanket or quote_vendor_quote_number for quotation.

In release 11.5.10, new lines and associated shipments can be added to an existing standard
purchase order created by PDOI. Existing lines in the Standard PO cannot be updated using this
process.

What document can be viewed after running purchasing document open interface
with records rejected?
Check the process_code in the po_headers_interface and po_lines_interface, if it is 'REJECTED',
select process_code from po_headers_interface;
select process_code from po_lines_interface;
please do the following:
Run the program - Purchasing Interface Errors Report
choose parameter : PO_DOCS_OPEN_INTERFACE
The report will list all the errors you have during importing. You can fix the data, then reset
process_code = Null in both interface tables, rerun the Purchasing Document Open Interface.
update po_headers_interface set process_code = null
where process_code = 'REJECTED';
update po_lines_interface set process_code = null
where process_code = 'REJECTED';

How is data deleted from the interface tables after it has been loaded ?
After loading the data from the interface tables into the system successfully, the data is not
being removed (cleaned) from the interfaces. They will have process_code = 'ACCEPT' in the
interface tables.
To remove the processed data from the interface, a concurrent program is available. The
program name is: purge purchasing open interface processed data(POXPOIPR)
Run this program with paramenter purge accepted data = Yes
Then the process_code = 'ACCEPTED' records will be removed from the interface tables.

FAQ: Requisition Import

What methods are available in the application to resolve errored records in the
PO_INTERFACE_ERRORS table?
Oracle Purchasing provides the Requisition Import Exceptions Report, which can be used to
diagnose problems with the records, which have currently error out in the
PO_REQUISITIONS_INTERFACE_ALL table. To run the report, follow these steps:
1. Using Purchasing responsibility, navigate to Reports->Run
2. Select the Requisition Import Exceptions Report
There is a parameter titled 'Delete Exceptions'. If this is populated with 'Yes', then all records in
the PO_REQUISITIONS_INTERFACE_ALL table with a status of 'ERROR' and the corresponding
records in the PO_INTERFACE_ERRORS will be deleted when the report is executed. You can
also restrict the deleted records by selecting the Batch_id and the Interface Source code.
If the parameter is set to No, then you will see the errors from the report and be able to
manually fix the data in the table, if so desired; then, upon completion of the data correction,
run Requisition Import again to process the modified rows in the interface table.

What are the grouping options for imported requisitions?

The requisition import process has a group by parameter. Use this feature to determine how
requisition lines are grouped on the requisitions you create. The default in this field is set in the
Purchasing Options window. Choose one of the following options:

All: Group all requisition lines on one requisition

Buyer: Group requisition lines for each buyer name on a separate requisition
Category: Group requisition lines for each purchasing category on a separate requisition
Item: Group requisition lines for each item on a separate requisition
Location: Group requisition lines for each location on a separate requisition
Supplier: Group requisition lines for each supplier name on a separate Requisition

To define a default in the Purchasing Options form, follow these steps:

1. Using Purchasing responsibility, navigate to Setup-> Organizations-> Purchasing
Options
2. Enter a default value for the 'Requisition Import Group-By' field (under Document
Defaults)
3. Save changes

The Requisition Import process will first look at the group by parameter selected when the
process is submitted; should this parameter be left blank, the system will then look to the group
by field residing in the Purchasing Options form.

How does Requisition Import determine the grouping method for incoming pieces of
data?
The process groups requisitions following this order:
1. Assign values to REQUISITION_LINE_ID and REQ_DISTRIBUTION_ID
2. Group requisitions based on the REQ_NUMBER_SEGMENT1 column. All requisitions with
the same NOT NULL REQ_NUMBER_SEGMENT1 are assigned the same
REQUISITION_HEADER_ID
3. Group requisitions based on the GROUP_CODE column. All requisitions with the same
value in the GROUP_CODE column are assigned the same REQUISITION_HEADER_ID.
4. Group requisitions based on the GROUP_BY parameter, which takes on the value of
DEFAULT_GROUP_BY if not provided. GROUP_BY could be one of the following: BUYER,
CATEGORY, ITEM, VENDOR, LOCATION or ALL.

How can I achieve creating 10 requisitions for 10 lines populated into the interface
table, instead of 1 req. with 10 lines?
Requisitions are grouped according to the selection chosen by the initiator of the process, based
on the parameter of group by. When you select the value 'All', all requisition lines will be on the
same requisition. Any other value will group the lines on requisitions based on the value
selected.

How can automatically approve the requisitions I am creating?

There are two ways of doing this:
1. You can populate records in the Interface table with status as Approved. In this case the
Approval process is not called after creating the requisition.
2. If you want the requisitions created to go through the approval process then you have to set
Requisition Import Parameter 'Initiate Approval after Reqimport' to 'Yes' when Launching the
Requisition Import Concurrent Program.

Yes: The PO Requisition Approval workflow is launched automatically for requisitions

imported with a status of Pre-Approved or Incomplete.
No: The PO Requisition Approval workflow is not automatically launched for PreApproved or Incomplete requisitions. You can submit these to the approval process
later, when you select the Approve button on the requisition.

For the Requisition to be automatically Approved, the APPROVER_ID value from

PO_REQUISITIONS_INTERFACE_ALL must have authority to approve the requisition. If that
user does not have approval authority, then the requisition will be in status = In Process and
forwarded up that user's Approval Hierarchy.
Can requisition import handle multiple currencies?
Requisition Import is capable of handling multiple currencies, provided that all rate types and
currency conversions have been defined.
Can requisition import handle multiple distributions?
Requisition Import can handle multiple distributions.
How does requisition import process generate accounts?
It can be either one of two methods for accounts to be generated:
1. By a valid CCID or
2. By a valid combination of account segments.
Requisition import does not use the account generator process. The process validates the
charge_account_id or the combination of account segments which are populated in the
interface table. This is the existing functionality.
When I load the Requisition Interface and create Requisitions it always does
sourcing. How can I stop sourcing from happening?
You have to set the autosource_flag in the Requisition interface to 'N' to avoid vendor Sourcing

Does the requisition import allow note to vendor to be imported on requisitions?

The requisition import does not support the note to vendor field at this time.

How to Import the Requisition ordered by Line Number ?

Per standard functionality the line number is a sequence number starting from 1 for records
having the same requisition header id order by item_description and quantity. In other words,
the po_requisition_lines table is ordered by item_description and quantity for the same
header_id and then the line_num is updated with a counter that increments by 1. It is not
possible to populate line number in the interface table.