Integration With E-Business Tax:

How to view the Tax information from the Purchase Order Entry
Form?
To view the tax information from the Purchase Order Form navigate to:
Actions menu > Manage Tax .
What will happen to the 11i Tax Code after uprade to release 1!?
11i Tax Codes will e maintained as Tax Classi!cation Codes.
"fter uprade to release 1! we cannot #nd the $efaultin Hierarchy
de#ned under Purchasin Options?
11i "efaulting #ierarchies from A$%AP%PO%PA s&stem o'tions will e u'graded as (Tax
Classi!cation Code) defaulting hierarch& in A''lication Tax O'tions in the context of O*
and a''lication 'roduct +A$%AP%PO%PA,.
-avigation to A''lication Tax O'tions:
A. /ogin to Tax res'onsiilit& > "efaults and Controls > A''lication Tax O'tions
0. 1uer& for the O'erating *nit and A''lication -ame.
asdfdsafOracle Purchasing:
$oes Oracle purchasin and Oracle paya%les allow sharin of
supplier and supplier sites across sets of %oo&s ?
Answer:
2u''liers can e shared across sets of oo3s 4 ut su''lier sites are de!ned at o'erating
unit level.
adfasdfafWhere is release method de#ne in auto source rules form ?
Answer:
$elease method is de!ned in sfdfasdfd transaction manaer is run ?
errors are given elow..
5APP .16789 conncurent 'rogram $:CTP returned error.
Cause : $:CTP encountered n;internal error 'arameters: $:CTP 4 immediate4 <=886.5
Answer:
To avoid the errors follow the ste's given elow..
. >nventor& 4 'o4 and ?/ 'eriods must e o'en.
. O'en 'eriods in o'en and close 'eriods are in setu' of 'urchasing module.
. >n inventor& module o'en 'eriods in inventor& accounting 'eriods.
-ow run the trAnsweraction manager the 'rolem will not e re'licated.
Can you print a custom PO report from the approval screen ?
Answer:
This is not the functionalit& in 19.7sc. The standard 'rinted PO re'ort is associated to
the a''roval form and can e 'rinted.
What is P'( ?
Answer:
Ps6 is the 'urchase order Mini'a3 1=M C".
Ps6 is 'atchset 6.
How to )uery po without update access ?
Answer:
Create a res'onsiilit& with access to view 'urchasing menu onl& do not associate an
u'date function in it.
*n order to print the printed purchase order report what is setup
re)uired?
Answer:
*se 2&stem Administration res'onsiilit& and go to s&stem 'ro!les. >n s&stem 'ro!le
!eld enter @Concurrent@ and clic3 !nd utton for !nding AConcurrent: re'ort co'iesA
'ro!le and set the 'ro!le !eld to 1.
Why does a cancelled po %e availa%le for matchin on *nvoice Entry
form ?
Answer:
This is standard functionalit& of Oracle A''lications. >nvoices which are matched to
closed or cancelled 'oAs will e 'laced on a ABuantit& order holdA& Auto a''roval. This
hold will 'revent 'a&ment of the invoice4 until the 'a&ales module+user, can determine
wh& the invoice has een matched to a closed or cancel 'o4 and then resolve the
'rolem.
How to enerate a po that includes tax and freiht ?
Answer:
This is not handled under 'urchasing 4 'o onl& sets a taxale Cag for the item to identif&
it as a taxale item which is calculated correctl& u'on eing invoiced.
. Accounting 'a&ales handles this.
. Tax codes and freight costs are setu' in AP.
. Tax code varies & state and freight costs ma& var& due to diDerent 'ac3ing methods 4
etc. And these costs are sumed when invoiced.
How to view previous purchase information for a speci#c item ?
Answer:
*se the su''lier item catalog 'rior 'urchases region which can 'rovide the following
information.
2u''lier name
"ate of 'urchase
Price 'aid
*nit of measure
To "efault the 'rior 'urchases region which can 'rovide the following information.
-avigation :%Pro!le .>2&stem
1uer& in the 'ro!le !eld ; PO :@
Choose PO: "efault su''lier item catalog window to view 'revious 'urchase information
for a s'eci!c item.
What does vendor on hold report do ?
Answer:
:endor on hold re'ort 'rints all vendors who are on hold and have una''roved 'oAs with
authoriEation status ; incom'lete for that vendor. This hel's the user to change the
status on the 'o and a''rove it.
This is the intended functionalit& of the re'ort.
The vendors re'ort would 'rint all vendors and would also include the on hold
information.
Where does the ship+to #eld et populated from in ,e)uisition- PO
form ?
Answer:
The shi'.to !eld values are defaulting from the u&er setu' in $eBuisition% PO form.
Why does auto source rules create re)uisitions for only one vendor
even thouh "'. is de#ned for ! vendors?
Answer:
The s'lit 'ercentage used for the vendors in reBuisitions is onl& for re'orting
'ur'oses.This is used in su''lier volume anal&sis re'ort.
This re'ort has een re'laced & vendors volume anal&sis re'ort.
*n a po screen why does destination type allows only to choose
inventory type %ut not expense type ?
Answer:
>f the item is de!ned as an inventor& item in the item master window the item cannot
have a destination t&'e as ex'ense in 'o screen. when we enter a reBuisition for an
inventor& item we change the destination t&'e cannot e changed to Aex'enseA. This is
Oracle A''lications Functionalit&.
When you try to approve a po you et an error /documents total
exceeds document total limit rule please enter forward to/ how to
resolve?
Answer:
For a document to e a''roved & a user % originator follow the ste's given elow..
1.Fnsure a''roval grou' setu' is a''ro'riate.
8.>n order to a''rove a document the user%u&er%originiator of the document must
choose Adocument totalA for the oGect !eld > the a''roval grou's window.
H.For a document to e a''roved & the originator it is necessar& to verif& the amount
entered is within the limit of the Adocument totalA.
6.This is de!ned in the a''roval grou' window.
<.Fnsure relevant documents are a''ro'riatel& de!ned in document t&'e window.
For a document to e forwarded & a user%originator follow the ste's given elow..
1.Fnsure that higher 'osition is assigned to an em'lo&ee in the 'osition #eirarch&
window.Position of the em'lo&ee must e higher than the 'osition of the user%originator
of the document with greater limit of the Adocument totalA.
8.*se the re'orts form in the menu and sumit a reBuest for A!ll em'lo&ee heirarch& A
re'ort.
-ow the 'urchase order can e a''roved if the 'o is within the user limit and can e
forwarded if it is e&ond the user limit.
When a po is /#nally closed/ records are deleted from 0T.+'upply
ta%le1What happens to ,ecords in 0T.+'upply when po is partially
received?
Answer:
Ihen the 'o is 'artiall& received records are 'resent in the MT/.2u''l& tale. $ecords
in MT/.su''l& are onl& deleted when the 'o is com'letel& received and 5!nall& closed5.
How can * see the last )uery performed %y a form ?
Answer:
>f &ou want to see the last Buer& 'erformed & a form &ou can do this through the
examine tool as follows:
-avigate to hel'..>tools..>examine
0loc3 ; s&stem
Field ; last Buer&
The value returned is the last select statement 'erformed & the form.
When 2pay on receipt2 for 2unordered items2 are %ein processed
invoices are not %ein created ?
Answer:
This 'rolem is solved & a''l&ing 'atch J9K18J.
How can you populate neotiated sources reion within supplier
item catalo window ?
Answer:
>n order for the user to e ale to 'o'ulate the negotiated sources region of the su''lier
item catalog form4 one of the following documents t&'es will need to e created for the
item in Buestion :
0lan3et 'urchase order
Catalog Buotation
Planned 'urchase order
How can you have speci#c re)uestor defaulted on re)uisition form ?
Answer:
>n order to have a s'eci!c reBuestor default onto the reBuisitions form 4 a user will have
to set the following in the user will have to set the following in the userAs reBuisition
'references.
-avigation: %Purchasing .>$eBuisitions .> $eBuisitions
?o to s'ecial .>'references
Clic3 in the reBuestor !eld
Choose a reBuestor from the list of values
Clic3 the Aa''l&A utton 4 a message A new 'references now in eDect.A
Close the reBuisitions form
$e.o'en the reBuisitions form
Clic3 in the lines region 4 the reBuestor from reBuisition 'references should a''ear in
the reBuestor !eld.The reBuisition 'references are onl& valid while wor3ing on it 4 user
needs to re enter reBuisition 'references each time he starts the a''lications
What is the CO'T P.3' FEE price type? How is Purchase Order
treatin this price type?
>n the Price t&'e Buic3'ic3 in the Purchase Order /ines Eone in enter Purchase Order
form4 there is a value called CO2T P/*2 FFF. Ihat is the CO2T P/*2 FFF 'rice t&'eL
#ow is Purchase Order treating this 'rice t&'eL
Answer
The functionalit& for CO2T P/*2 FFF 'rice t&'e is not in Oracle Purchasing at this 'oint
of time. PO does not do an&thing with this 'rice t&'e.
>t is an enhancement reBuest that is eing loo3ed at for future releases.
What is !+way4 5+way4 (+way matchin? How is this set+up?
Answer
8.wa& matching veri!es that Purchase order and invoice information match within &our
tolerances as follows:
1uantit& illed M; 1uantit& Ordered
>nvoice 'rice M; Purchase order 'rice
+M; sign is used ecause of tolerances,
H.wa& matching veri!es that the recei't and invoice information match with the
Buantit& tolerances de!ned:
1uantit& illed M; 1uantit& received
6.wa& matching veri!es that acce'tance documents and invoice information match
within the Buantit& tolerances de!ned:
1uantit& illed M; 1uantit& acce'ted.
+Acce'tance is done at the time of >ns'ecting goods,.
Ihether a PO shi'ment has 8.wa&4 H.wa& or 6.wa& matching can e setu' in the
2hi'ment "etails Eone of the Fnter PO form +character,
$ecei't reBuired >ns'ection reBuired Matching
NesNes6.wa&
Nes-o H.wa&
-o -o 8.wa&
>n ?*>4 2hi'ments loc34 alternative region4 clic3 on More...this rings u' a region with
A>nvoice matchingA column where &ou can choose 8.wa&4 H.wa& or 6.wa& match.
Nou can !nd more detailed information aout matching in the Oracle Pa&ales $eference
Manual +:olume H, To'ical Fssa& on >ntegrating &our Pa&ales and Purchasing
>nformation.
How do you re6ect discount from a supplier on a Purchase orders?
Answer
The legal document is the Purchase order not the Buote and therefore the 'urchase
order should reCect agreed u'on 'rice. 2econdl& if the discount comes after the PO then
AP should handle it when invoicing. >f &ou are using a lan3et Purchase order then &ou
can use 'rice rea3s.
How do you chane the created date on a Purchase Order?
Answer
The ACreatedA date on the Purchase order is not an u'dateale !eld4 due to it eing a
legal document once a''roved.
What is the sortin order for re)uisition lines in autocreation of a
Purchase Order?
Answer
$eBuisition lines !rst meet search criteria determined & 5!nd5 screen4 and then are
grou'ed together & item and item categor&4 then & need.& date.
After &ou choose an action4 enter an& search criteria to narrow the selection of
reBuisition lines. Oracle Purchasing chooses reBuisition lines from the reBuisition 'ool
that meet &our search criteria. All reBuisition lines for the same item and item categor&
are grou'ed together4 ut the& are not necessaril& in order al'haeticall&. Iithin each
grou'ing of item and item categor&4 reBuisition lines are ordered & need.& date.
What does the error 2"PP+788!!9 Oracle Human ,esources could not
retrieve a value for 3ser Type pro#le option2 mean?
Answer
The 'ro!le #$: *ser T&'e needs to e set.
2et the 'ro!le o'tion A#$: *ser T&'eA at the $es'onsiilit& level.
Why are the action options for creatin receipts di:erent in
*nventory compared Purchasin?
>n the Fnter $ecei'ts +$C:$CF$C, form and using diDerent res'onsiilities 'roduces
diDerent values in the action reBuired !eld.The Purchasing $es'onsiilit& shows "irect
and 2tandard while the >nventor& $es'onsiilit& shows Gust "irect.
Ih& are the action o'tions for creating recei'ts diDerent in >nventor& com'ared
PurchasingL
Answer
2et the Pro!le o'tion $C:: Allow routing override to ANF2A at the a''lication level.
How do you pure Cancelled ,e)uisitions?
Answer
To 'urge an& Purchase orders or $eBuisitions:
. assign the Pa&ales Purge ?*> res'onsiilit& to the user
. have the user choose that res'onsiilit&
. then choose Purge from the menu
. under the Categor& !eld do a /ist of :alues and 'ic3 2im'le $eBuisitions
for cancelled reBuisitions The choices are listed.
Where does this information on the )uic&pic& come from and how
can this information default in?
On the reBuisition form in the source details Eone4 there is a !eld laeled su''lier item.
Ihere does this information on the Buic3'ic3 come from and how can this information
default inL
Answer
The su''lier item !eld on the reBuisition can e 'o'ulated & using either the su''lier
item catalog or A2/. Ta3e an item from the su''lier item catalog that has an associated
su''lier item4 add it to the order 'ad and then add it to the reBuisition. After doing this
go to the source details Eone. The su''lier item is defaulted in for that item &ou choose
from the catalog.
-avigation: ..> Purchasing ..> 2u''lier >tem catalog
;ou are enterin a re)uisition and are una%le to #nd the header or
line note #elds1 Was this replaced in <3* %y attachments?
Answer
The attachments have re'laced notes. The attachments are etter ecause at the
header level4 the reBuisition notes were not coming over to the Purchase Order whereas
the attachment does come over to the Purchase Order.
How does the approver re=ect a re)uisition?
Ihen &ou select the -oti!cations form to review a''rovals and clic3 on a''rove utton
for a $eBuisition waiting for a''roval4 the A$eGectA ox is gre&ed out. #ow does the
a''rover reGect a reBuisitionL
Answer
Nou cannot reGect $eBuisitions sumitted to &ourself. Nou can onl& reGect those from
others.
What are standard >uotations used for?
Answer
2tandard Buote is one that &ou can tie ac3 to a PO.
For all three t&'es of 1uotations and $F1s +0id4 2tandard and Catalog,4 &ou can de!ne
aDectivit& dates at the header level. For 2tandard Buotations and Catalog4 &ou
can s'ecif& aDectivit& dates for individual 'rice rea3s. Nou can also de!ne &our own
$F1 or Buotation t&'es using the "ocument T&'es window
A 2tandard Buotation or $F1 includes 'rice rea3s at diDerent Buantit& levels.
When do you see the status of a Purchase order as "rchived?
Answer
Nou must a''rove or 'rint a s'eci!c 'urchase order efore &ou can see it in the histor&
information.
Where are standard notes in <3*?
Answer
?o to 2etu' ..> Attachments ..>Create attachment. ?o to Purchase Order and attach
the attachment to the Purchase Order. >n ?*>4 notes are re'laced & attachments.
*n Oracle Purchasin4 where is the automatic num%erin for
Purchase Order de#ned and maintained?
Answer
The navigation 'ath for ?*> is:
2etu' ..> OrganiEations ..> Purchasing O'tions4 -umering alternate region
The navigation 'ath for Character is:
O -avigate 2etu' Purchasing O'tions Purchasing4 -umering o'tions
There is a #eld for the orani?ation code1 What is this code?
Answer
This code is a short areviation for the organiEation.
Can the oriinal Purchase Order can %e viewed in any way without
resortin to '>.4 for a revised Purchase Order?
Answer
The original version of a revised PO cannot e viewed from the PO form or PO summar&
form. >nformation on the original PO can e otained from the POP#FA"F$2PA$C#>:F
and POP/>-F2PA$C#>:F tales using the POP#FA"F$P>" column as a common reference
using 21/ onl&.
What happens if a purchase order is created with an item that does
not exist on any price list with pricin transaction entity of PO?
>n 11.<.194 Purchasing and Advanced Pricing can e integrated. +To setu' this
integration4 'lease refer to Meta/in3 Document 455778.11uestions aout using Advanced
Pricing in Purchase Orders and $eBuisitions., Price lists can now e created with 'ricing
transaction entit& of PO. Ihat ha''ens if a 'urchase order is created with an item which
does not exist on an& 'rice list with 'ricing transaction entit& of POL Iill the s&stem
return the error4 Mitem> and M*OM> not found on an& 'rice listL
Answer
-o4 the s&stem will not return the error4 Mitem> and M*OM> not found on an& 'rice list.
Functionalit& is if the item on the 'urchase order is not found on an& 'rice list with
'ricing transaction entit& of PO4 then the /ist Price . found on the Master >tems form4
Purchasing ta . will e returned to the PO.
Thus4 the default for Price on 'urchase orders in 11.<.19 with the integration of
Purchasing and Advanced Pricing will e /ist Price if the item is not found on an& 'rice
lists with 'ricing transaction entit& of PO.
This is documented in ug <9K67JK P*$C#A2>-? Q A":A-CF" P$>C>-?: >TFM A-"
*OM -OT O- P$>CF />2T :2 />2T P$>CF.
Why there is no $ata Found *n $iscoverer Wor&%oo&s When @iews
"re 3sed *nstead Of 2AB"..2 Ta%les?
Ihen views are used li3e POP#FA"F$2 instead of POP#FA"F$2PA//4 data is not getting
'o'ulated in the wor3oo3. That means MOAC is not wor3ing. The gloal tem'orar&
tale moPgloPorgPaccessPtm' contains no data even when logged in "iscoverer Plus
1. Create a folder from a view where oracle s&non&ms are used li3e APOP#FA"F$2A
8. /ogin "iscoverer Plus with some A''lication *ser.
H. Create an wor3oo3 with the same folder.
6. Ihen executed4 the wor3oo3 dis'la&s the message that no data to e dis'la&ed.
Answer:
Possile Cause: "ata is not 'assed to "iscoverer or 21/RPlus due to F.0usiness 2uite
r18 Multi.OrganiEation
Control Access +MOAC, not eing set in the session.
2ince &ou are not logging into the a''lication then &ou would have to set the Multi.Org
context li3e customer have to do when running a custom AP>.
>n $18 &ou have to also set the Multi.Org context.
egin
fndPgloal.a''sPinitialiEe+QuserPid4Qres'onsiilit&Pid4Qres'onsiilit&Pa''licationPid,S
moPgloal.init+AQ'roductPshortPnameA,S
endS
PBWC:
What is PCWC?
Oracle Purchasing $elease18.9 s'eeds u' dail& 'urchasing tas3s with and enhanced
Professional 0u&erAs Ior3 Center +P0IC,. 0ased on we.ased user interface models4
the Ior3Center is a central Alaunch 'adA from which u&ers can eTcientl& 'erform their
dail& tas3s:
. :iew and act u'on reBuisition demand
. Create and manage orders4 contracts and agreements
. $un negotiation events including Auctions $Fxs +reBuires Oracle 2ourcing,
. Manage su''lier information
What are the ,e)uisition 0anaement D Pro#le Options?
PO: "ocument 0uilder "efault "ocument T&'e: The document t&'e that is defaulted into
the document uilder region.
Pro#le @alue $escription
Add to PO Add to an existing Purchase Order
-ew $F1 Create a new 2ourcing $F1
-ew Auction Create a new 2ourcing Auction
-ew PO Create a new Purchase Order
PO: "efault $eBuisition ?rou'ing : The default for grou'ing reBuisition lines onto a
2ourcing $F1%Auction or PO.
Pro#le @alue $escription
"efault ?rou' reBuisition lines using the default grou'ing. One or
more reBuisition lines can e associated with one
'urchase order line.
$eBuisition ?rou' reBuisition lines using reBuisition grou'ing. One
reBuisition line can e associated with one 'urchase order
line
What are the Purchase Orders D Pro#le Options ?
PO: Auto A''l& "efault Contract Tem'late : "efault Contract tem'late in the PO.
Ihat are the documents not su''orted in P0ICL
Following document t&'es are not su''orted in P0IC :
Planned PO
/ocal 0lan3et Agreement
/ocal Contract Agreement
2cheduled $eleases
0PA $eleases
1uotations
$F1s
"re Preferences supported in PCWC?
Preferences are not su''orted in P0IC
$oes "utocreate copy descriptive 6ex#eld attri%utes from the
re)uisition to the created document?
-o . if &ou have "escri'tive Flex!elds +"FF, set u' against the $eBuisition at #eader4
/ine and
"istriution level4 after running Autocreate &ou will !nd that onl& the "istriution "FF
Attriutes are co'ied across to the PO "istriution.
This is ex'ected ehaviour4 ecause the "istriution is the !rst level at which a one.to.
one relationshi' etween the $eBuisition and Purchase Order data can e guaranteed.
+Multi'le $eBuisition #eaders and /ines can e summariEed into one PO #eader and one
PO /ine,.
Please e aware also that the "istriution "FF Attriutes are sim'l& co'ied from the
$eBuisition to the PO . that is to sa&4 the Flex!eld AP> code is not invo3ed. This means
that if an Attriute on the $eBuisition side is em't& ut the corres'onding Attriute on
the PO side is de!ned as AMandator&A4 after Autocreate the mandator& Attriute on the
PO "istriution will e em't&4 ut no error or warning will have een re'orted.
$oes "utocreate copy Eotes from the re)uisition to the document
you are creatin?
Nes4 -otes are co'ied from the reBuisition lines and the corres'onding reBuisition
header.
What are the columns on which "utocreate com%ines multiple
re)uisition lines into a sinle document line?
For 'urchase order4 Purchasing comines the Buantities of all reBuisition lines that have
the same item4 item revision4 line t&'e4 transaction reason4 and unit of measure onto a
single document line. For $F1s4 Buantities of all reBuisition lines that have the same
item4 revision4 and line t&'e are comined.
What price %ecomes the actual price in the case where multiple
re)uisition lines with di:erent prices are com%ined to a sinle PO
line?
The lowest unit 'rice from the comined reBuisition lines ecomes the actual 'rice of
the 'urchase order line.
What are the columns %ased on which 'hippin information is
com%ined %y "utocreate?
For 'urchase orders and releases4 Purchasing comines shi'ment information onl& if the
reBuisition lines have the same need.& date4 shi'.to location4 organiEation4 Accrual
t&'e +'eriod.end or on.line, and shi'ment t&'e .
$oes "utocreate add to an existin PO shipment that has %een
encum%ered?
Purchasing does not add to an existing 'urchase order shi'ment if that shi'ment has
een encumered even though all the grou'ing columns necessar& to comine shi''ing
information are there.
What can %e done to open the created document directly once
"utocreate is done successfully?
2et the 'ro!le o'tion PO: "is'la& the autocreated "ocument to Nes4 Purchasing dis'la&s
the Purchase Orders4 $eleases4 or $F1 window4 as a''ro'riate4 after creating &our
document lines.
Can re)uisition line with item num%er and without item num%er Fone
time itemG %e com%ined to sinle document line in "utocreate?
>f &ou want to comine two reBuisition lines for the same item4 one with an item numer
and one without4 &ou have to manuall& autocreate the document and use Modif& on the
Tools menu to add the 'rede!ned item to the reBuisition line for the one.time item.
Note: You cannot use Modify with outside processing items or if you are using
encumbrance or budgetary control.
Can you autocreate a release if the description of the re)uisition
created in PO is di:erent of the description of the Clan&et?
-o4 >f we do not choose an item4 that is if the reBuisition and lan3et are created with
one time%ex'ense items the autocreate 'rocess tries to match the descri'tions as item
idAs are null. The onl& diDerentiating factor in one time items +item id null, is the
descri'tion.
How do you prevent "utocreate from seein re)uisitions from
another orani?ation?
$eBuisitions and Purchase Orders are not organiEation s'eci!c. >f &ou do not want to e
ale to see or access reBuisitions across diDerent organiEations4 then &ou need to set u'
diDerent o'erating units with diDerent res'onsiilities tied to each one.
Can you autocreate from a )uotation and tie the PO to the
associated )uotation and re)uisition?
Nes4 &ou can autocreate from a 1uotation.
-avigation:
1. Create and a''rove a reBuisition.
8. ?o to the AutoCreate 2creen4 chose the reBuisition form the 'ool of a''roved
reBuisitions.
H. Change the "ocument T&'e !eld to $F1 and clic3 the automatic utton.
6. The $F1 is created and a''ears on the screen.
<. Fnter the reBuired !elds on the $F1 +Buote aDectivit&,4 clic3 on the 2u''lier utton
and choose the list of su''liers.
Change status to active and save.
=. To enter the vendor res'onses a 1uote must e created.
?o to the $F1 screen and Buer& u' the $F1 &ou Gust created.
Clic3 2'ecial on the Tool ar and choose Co'& "ocument.
This will create &our Buotation.
7. ?o to the 1uotation screen and Buer& u' the new Buotation and enter
the 'rice rea3 information. Change the descri'tion +if PO attriute is set to allow the
descri'tion to e changed,.
K. A''rove the Buotation.
J. AutoCreate the PO from the reBuisition.
"elete the descri'tion if the Buote has a descri'tion diDerent than the reBuisition
Clic3 on the catalog utton . $eceive message
Nour can u'date onl& the 'rice for the saved record.
O'en the Catalog to select 'rice onl&
Clic3 NF2
19. 2elect the Buote.
11. Nou will now have oth the reBuisition and Buote tied to the PO.
Where does the 2note to %uyer2 show on an autocreated PO?
On the AutoCreate form4 go to the Folder menu and choose 2how Field. 2elect -ote to
0u&er and clic3 OU. The !eld will now e dis'la&ed.
>f &ou would li3e this !eld to e dis'la&ed ever& time &ou use autocreate4 go to Folder
.> 2ave As... ?ive the folder a name and chec3 the O'en as "efault ox.
$oes the supplier name from a re)uisition et carried over to an
autocreated purchase order?
The standard functionalit& is that if the reBuisition has a the 5suggested su''lier name5
!eld 'o'ulated4 it would carr& over to the autocreated PO. The 5suggested su''lier
name5 !eld will onl& carr& to the autocreated PO if it was selected from the list of values
on the reBuisition. >f it is t&'ed in manuall&4 it will not carr& over.
What causes the "PP+1(8H8 error when autocreatin a re)uisition?
There are several things that must e 'erformed to address this issue:
R Pro!le O'tion in M$P must e set as follows:
. M$P: 2ourcing $ule Categor& 2et value must e set to Purchasing in the Purchasing
a''lication.
R AutoCreate 0lan3et PO
. $evisions do not default for >tems when autocreating 0lan3et PO and the >tem $evision
V must e entered.
. The >tem $evision numer on the reBuisition must match the >tem $evision numer on
the PO.
R -avigate: 2etu' ..>OrganiEation ..>Financial O'tionsS and in the Alternate $egion
F-C*M0$A-CF4 verif& if the $F1*>2>T>O- F-C*M0$A-CF chec3ox is chec3ed.
R >n the 2&s Admin $es'onsiilit& navigate to:
Pro!les;> Buer& for the Pro!le O'tion PO: A*TOC$FATF ?/ "ATF.
>f using the Fncumrance for $eBuisitions4 then this Pro!le O'tion can e set to either
A*TOC$FATF "ATF or $F1*>2>T>O- ?/ "ATF. >f not using Fncumrance4 then &ou ma&
set it to -*//. This will solve the 'rolem.
The Pro!le O'tion PO: A*TOC$FATF ?/ "ATF is a''licale onl& if &ou are using
Fncumrance for $eBuisitions.
How do you autocreate a re)uisition with a document type as
%lan&et release when re)uisitions were imported from a 5rd party
system?
Fnsure the line t&'es selected for $eBuisitions are a''ro'riate. Nou need to have
$eBuisition /ine t&'es and PO /ine t&'es correctl& associated. $erun the 'rocess and
verif& that the s&stem does not error out.
2umit the reBuest for reBuisition im'ort and use the AutoCreate window to create
document with t&'e as 0lan3et $elease against the reBuisition.
-avigation:
Purchasing .> $e'orts .> 2umit a reBuest for $eBuisition >m'ort
Purchasing .> AutoCreate
How do you autocreate 0,P enerated re)uisitions to a %lan&et
purchase order?
First initiate the $elease Purchase $eBuisitions from the Planners Ior3ench.
-avigation:
Material Planning .> M$P .> Ior3ench
2econd4 in the Purchasing $es'onsiilit&4 AutoCreate the reBuisition to a 0lan3et PO.
-avigation: AutoCreate
For Autocreate to !nd these reBuisition lines from M$P4 the 0lan3et PO line t&'e must e
set to ?oods ecause the M$P Purchase $eBuisition is alwa&s created with a line t&'e of
?oods. The reason that M$P uses the line t&'e of ?oods is ecause ?oods is seeded
data and ecause the M$P Planner Ior3ench uses M$PP$F/0.'ls to insert a record
into the POP$F1*>2>T>O-P>-TF$FACF tale.
Can you autocreate more than one standard PO in one autocreate
session?
Nes4
1. Find the reBuisition lines to e autocreated.
8. Choose a line.
H. Autocreate the 'urchases order using the automatic utton.
6. "o not leave the reBuisition lines screen.
<. Choose a diDerent line.
=. Tr& to autocreate another standard 'urchase order & clic3ing the automatic utton.
7. The s&stem gives the message: a''.169J9: no reBuisition lines were autocreated.
Try to autocreate4 %ut the system hans4 how to cancel the
re)uisition that are loc&ed?
Chec3 if there is a loc3 on the PO related tales.
2elect oGectPid4 sessionPid4 oraclePusername4 osPuserPname4
Process4 loc3edPmode
From s&s.vPWloc3edPoGectS
2elect a.oGectPname4 .oraclePusername
From allPoGects a4 vWloc3edPoGect
Ihere a.oGectPid ; .oGectPid
And a.oGectPname li3e A'o@AS
>f &ou have an& records returned4 &ou have a loc3. To disale the loc34 3ill the session.
$egenerating the form and ouncing the dataase will unloc3 all the oGects.
What is the pac&ae or procedure that stores the autocreate
process?
POX0IP10.'ls . autocreate 'o 'ac3age od&.
"escri'tion: this 'ac3age contains all the functions to create 'urchase orders4 releases
and rfBAs from data stored in the 'oPheadersPinterface4 'oPlinesPinterface and
'oPdistriutionsPinterface tales. Ihen a user selects a line to e autocreated4 it loads
the aove interface tales. At that 'oint the functions which are 'art of this 'ac3age are
called and move to create the reB line into a release or 'urchase order.
What does the roupin method 2$efault2 indicate in the autocreate
form?
Iith the grou'ing method AdefaultA reBuisition lines for the same item4 revision4 line
t&'e4 unit of measure4 and transaction reason are comined into individual 'urchase
order linesS and reBuisition lines for the same item4 revision4 and line t&'e are comined
into individual rfB lines.
There are two new 'ro!les added to control the reBuisition line grou'ing using
autocreate. :.
PO: *se -eed.& "ate for "efault Autocreate grou'ing
PO: *se 2hi'.To OrganiEation and /ocationfor "efault Autocreate grou'ing
$eBuisition lines with diDerent need & dates or shi' to information will e autocreated
into two PO lines with one shi'ment each if the corres'onding 'ro!le is set to ANesA or if
it is unset.
>f the 'ro!le is set to A-oA4 $eBuisition lines with diDerent need & dates or shi' to
information will e autocreated into a single line with multi'le shi'ments and if there is
an& source document on the PO line the 'ricing will e determined using the shi' to and
need & information from the !rst shi'ment.
* autocreated a PO with two lines1 When * o to the purchase order
entry screen and )uery the PO4 instead of showin the lines created4
it only shows a new line with num%er 51 Why?
Ma3e sure >nventor& organiEation !eld is 'o'ulated in Financial O'tions.
Why is there no cateory displayed or list of values for the cateory #eld in
the purchase order you are creatin?
Nou must also create categor& codes for &our items. Then create a Categor&
set for Purchasing controlled at the master level. Assign &our items to a
categor& code and the Purchasing categor& set &ou have created. Con!rm
that in "efault Categor& 2ets the Purchasing a''lication 'oints to the
Purchasing Categor& set. This will 'o'ulate the categor& and descri'tion
when the item numer is selected at the PO line level.
* have ena%led POB.*EE' $FF with a context #eld capitalBexpenseB6a as
reference1 * now receive "PP+FE$+88IJI error in Enter >uotations form1
This "FF is ased on POP/>-F2PA// tale. The 1uotation lines as well as the
PO lines share this tale as the ase4 as well as share the same "FF. Field
ca'italPex'ensePCag is not 'resent in 1uotations form. Therefore &ou ma&
not use this !eld as the reference !eld for PO /ines "FF. Other !elds which
&ou ma& not use include: >ns'ectionP$eBuiredPFlag4
>temPClassP/oo3u'PCode4 /istPPricePPerP*nit4 -egotiatedP0&PPre'arerPFlag4
$eferenceP-um4 TaxalePFlag.
What is the di:erence %etween the areed amount and the amount limit #elds
while enterin a contract purchase areement and issues related to these
#elds?
1. The agreed amount !eld at the header level is co'ied to the amount limit in the terms
and conditions loc3. This is also the amount that is 'rinted on the lan3et agreement
and re'resents the contract amount etween &ou and the vendor.
8. The amount limit !eld will restrict the cumulative releases a''lied to this 'urchase
agreement from exceeding the s'eci!ed dollar amount entered here. The value of this
!eld must e eBual to or greater than the agreed amount !eld. This column is used for
release a''roval amount validation. >f the total cumulative releases exceed this amount
a''roval will fail. The 'ur'ose of this !eld is to allow user to set a higher a''roval
amount limit than the amount agreed.
;ou are una%le to view the PO from the *nvoice 0atch window1 *t ives an
error9 "PP+1(1!!9 EO ,ECO,$' 0EET ;O3, 'E",CH C,*TE,*"1
This could ha''en if the document securit& setu' of PO does not allow this user to
access the PO. . Nou need to ensure that user is set to 0u&er in the Purchase Order4 or .
Nou need to alter the setu' +2ecurit& /evel, to Pulic.
What is the di:erence %etween POB.*EEB*$ and .*EEBE30 in the ta%le
POB.*EE'B"..?
POP/>-FP>" is the uniBue s&stem generated line numer invisile to the user. />-FP-*M
is the numer of the line on the Purchase Order.
What2s the di:erence %etween the due date and close date on the ,F>?
Fnter the "ue "ate when &ou want &our su''liers to re'l&. Purchasing 'rints the re'l&
due date on the $F1. Purchasing noti!es &ou if the current date is etween the $F1
re'l& due date and the close date and if the $F1 is Active. Purchasing 3nows that a
su''lier re'lied to an $F1 if &ou enter a Buotation for this su''lier referencing the $F1.
Fnter the Close "ate for the $F1. Purchasing 'rints the close date on the $F1.
Purchasing noti!es &ou if the current date is etween the $F1 re'l& due date and the
close date and if the $F1 is Active. Purchasing warns &ou when &ou enter a Buotation
against this $F1 after the close date.
When does a Purchase Order line et the closure status of 2Closed for
,eceivin2?
Purchasing automaticall& closes shi'ments for receiving and invoicing ased on controls
that &ou s'ecif& in the Purchasing O'tions window. Once all shi'ments for a given line
are closed4 Purchasing automaticall& closes the line.
When does a Purchase order et the status of 2Closed2?
Ihen all lines for a given header are closed4 Purchasing automaticall& closes the
document.
What is the use of list price and mar&et price on Purchase Order?
>f &ou have entered an item4 Purchasing dis'la&s the list 'rice for the item. Nou can
acce't the default list 'rice or change it. Nou can use this !eld to hel' evaluate &our
u&ers. Purchasing uses the list 'rice &ou enter here in the savings anal&sis re'orts.
2avings Anal&sis $e'ort +0& 0u&er, and 2avings Anal&sis $e'ort +0& Categor&,. >f &ou
enter an item4 Purchasing dis'la&s the mar3et 'rice for the item. *se this !eld to hel'
evaluate &our u&ers. Purchasing uses the 'rice &ou enter here in the savings anal&sis
re'orts if &ou do not 'rovide a value in the /ist Price !eld.
What is the sini#cance of the #elds 2"llow Price override2 and 2Price limit2?
For 'lanned 'urchase orders and lan3et 'urchase agreements onl&4 chec3 Allow Price
Override to indicate that the release 'rice can e greater than the 'rice on the 'urchase
agreement line. >f &ou allow a 'rice override4 the release 'rice cannot exceed the Price
/imit s'eci!ed on the line. >f &ou do not allow a 'rice override4 the release 'rice cannot
exceed the *nit Price. Nou cannot enter this !eld if the line t&'e is amount ased. >f &ou
allow 'rice override4 enter the Price /imit. This is the maximum 'rice 'er item &ou allow
for the item on this agreement line.
What is the di:erence %etween the control actions 2On Hold2 and 2Free?e2 for a
Purchase order?
Nou can 'lace a Purchase order AOn holdA onl& at the header level. This un.a''roves the
'urchases order while 'reventing 'rinting4 receiving4 invoicing4 and future a''roval until
&ou remove the hold. Nou can AFreeEeA onl& at the header and release level. Nou freeEe a
Purchase order when &ou want to 'revent an& future modi!cations to the Purchase
order. Ihen &ou freeEe a Purchase order4 &ou can still receive and 'a& for goods &ou
alread& ordered.
What is the di:erence %etween the Field 2Firm2 in the 2Terms and Conditions2
window and in the alternate reion 2more2 in the PO shipments?
The Field AFirmA in the ATerms and ConditionsA indicates that the Purchase order is !rm.
Firm &our 'urchase order when &ou want to indicate to Master 2cheduling%M$P or &our
manufacturing a''lication that it should not reschedule this 'urchase order. The Field
AFirmA in the alternate region AmoreA in the PO shi'ments indicates that the Purchase
order shi'ment is !rm. Firm &our 'urchase order shi'ment when &ou want to indicate to
Master 2cheduling%M$P or &our manufacturing a''lication that it should not reschedule
this 'urchase order shi'ment.
3na%le to open the Purchase Orders form due to error9 ;ou are not setup as
an employee1
The error is referring to the 0u&er form setu' in the Purchasing module. The em'lo&ee
setu' might state that the& hold a 0u&er 'osition or Go. #owever4 in order to access the
Purchase Orders or Autocreate form &ou must de!ne the em'lo&ee in the 0u&er form
+2etu'%Personnel%0u&ers,. Also4 ensure the em'lo&ee name is de!ned in the em'lo&eeAs
login information +2&stem administrator%2ecurit&%*ser%"e!ne,
Also ensure the following 'ro!le o'tions at the site4 a''lication4 res'onsiilit& and user
level are set to the correct value:
#$: 2ecurit& Pro!le
#$:0usiness ?rou'
MO: O'erating *nit
How do * chane the 'upplier on a saved or approved PO?
The s&stem does not allow 2u''lier u'date on a saved or a''roved PO. Nou will need to
cancel the PO and create a new PO with the correct 2u''lier.
* have accidentally cancelled a PO1 How can * uncancel?
The 2&stem as3s for &our con!rmation efore canceling a PO. Canceling is not a
reversile 'rocess. Nou cannot retrieve ac3 a cancelled PO.
Can * setup a di:erent Purchase Order type default for the PO form?
The Purchase Orders form alwa&s defaults a PO t&'e of A2tandard Purchase OrderA4 and
there is no setu'4 which can change this. Although the default value cannot e changed4
the user can overwrite the defaulted t&'e once the Fnter PO form is o'ened.
The *tem is setup in the item master %ut is missin from the item .ist of
@alues1
Nou should chec3 the Financial O'tions setu' and ensure in the alternate region Eone
2u''lier.Purchasing that &ou have in the >nventor& Org the correct organiEation. The
maGorit& of Oracle customers have this set to their >tem Master for the est results.
2electing another organiEation limits items and related activit& to that s'eci!c org. Iith
the road selection of item master the client will have greater functionalit& across
multi'le organiEations.
How do you chane the unit price on a PO line once the line has %een received
or invoiced?
Oracle Purchasing will not allow unit 'rice u'date on >nventor& line items when the line
is received or illed ecause accounting transactions have alread& ta3en 'lace. The
diDerence etween the PO 'rice and invoice 'rice will e recorded in the >nvoice Price
:ariance Account4 which will show u' on the >nvoice Price :ariance re'ort. >f &ou have
mista3enl& entered the incorrect 'rice on the PO4 then &ou can wor3around this &
canceling or ac3ing out the invoice and 'rocessing a return on the recei't4 which will
allow unit 'rice u'date.
Can the oriinal Purchase Order can %e viewed in any way4 for a revised
Purchase Order?
The original version of a revised PO cannot e viewed from the PO form or PO summar&
form. >nformation on the original PO is stored in the POP#FA"F$2PA$C#>:F and
POP/>-F2PA$C#>:F tales4 and can e otained through 21/4 using the POP#FA"F$P>"
column as a common reference.
Where is the automatic num%erin for Purchase Orders de#ned and
maintained?
>t is de!ned in Purchasing O'tions window. The navigation is:
2etu'%OrganiEations%Purchasing O'tions4 -umering alternate region.
Why is my Purchase Order closin %efore a receipt is processed?
Chec3 the $ecei't Closed Tolerance and the Matching setu'. >f Matching is set to eBual
8.wa&4 the PO will close once the Purchase Order is a''roved. >f the line of the Purchase
Order is received within the tolerance the line will close.
Create a Purchase Order1 *nput the Header and .ine information and #nd that
the 'hipments %utton at the %ottom of the form is rayed out1
2etu' the $eceiving O'tions to enale the 2hi'ment 0utton in the Purchase Order form.
-avigation: 2etu' ..> OrganiEations ..> $eceiving O'tions. Once set.u' these o'tions
for &our OrganiEation &ou will have the 2hi'ments utton enaled. Fnsure that the
Purchasing O'tions and Financial O'tions are de!ned for &our OrganiEation.
"ccessin the Purchase Order entry screen and ettin the error9 "PP+1(1(!
<ETBW*E$OWBO,<B'OC 8(8 O,"+1(85 Eo $ata Found1
Attach the correct O'erating *nit to the res'onsiilit& 0. "e!ne Purchasing O'tions C.
"e!ne Financial O'tions.
When * enter a new PO4 the Preparer is always defaulted as the %uyer1 Why
am * una%le to chane it?
*nchec3 the chec3 ox AFnforce 0u&er -ame in the Purchasing O'tions. 2etu'
.>OrganiEation .> Purchasing O'tions +Alternative region AControlA, .
Why is there no cateory displayed or list of values for the cateory #eld in
the purchase order you are creatin?
Nou must also create categor& codes for &our items. Then create a Categor& set for
Purchasing controlled at the master level. Assign &our items to a categor& code and the
Purchasing categor& set &ou have created. Con!rm that in "efault Categor& 2ets the
Purchasing a''lication 'oints to the Purchasing Categor& set. This will 'o'ulate the
categor& and descri'tion when the item numer is selected at the PO line level.
* have ena%led POB.*EE' $FF with a context #eld capitalBexpenseB6a as
reference1 * now receive "PP+FE$+88IJI error in Enter >uotations form1
This "FF is ased on POP/>-F2PA// tale. The 1uotation lines as well as the PO lines
share this tale as the ase4 as well as share the same "FF. Field ca'italPex'ensePCag is
not 'resent in 1uotations form. Therefore &ou ma& not use this !eld as the reference
!eld for PO /ines "FF. Other !elds which &ou ma& not use include:
>ns'ectionP$eBuiredPFlag4 >temPClassP/oo3u'PCode4 /istPPricePPerP*nit4
-egotiatedP0&PPre'arerPFlag4 $eferenceP-um4 TaxalePFlag.
What are the di:erent authori?ationBstatus can a re)uisition have?
A''roved4 Cancelled4 >n Process4 >ncom'lete4 Pre.A''roved4 $eGected4 or $eturned.
Can an approved re)uisition %e viewed in the ,e)uisition form?
-o4 an a''roved reBuisition cannot e viewed in the $eBuisition form. A''roved or >n
Process reBuisitions can onl& e viewed in the $eBuisition 2ummar& form. Onl&
$eBuisitions4 which have >ncom'lete4 $eturned4 and $eGected status4 can e viewed
from Fnter $eBuisition form.
Can an approved re)uisition %e revised?
An a''roved reBuisition can e revised using the Change $eBuisition 'rocess in
iProcurement.
Why is there no list of values for items in the re)uisition form after they have
%een de#ned in the item master?
The list of values should e availale. Please review 2u''lier.Purchasing information for
the Financial O'tions to ensure the correct organiEation has een selected for the
>nventor& Org. 2etu'.> OrganiEations.>Financial O'tions.>2u''lier.Purchasing
*s the 'upplier item #eld a validated #eld?
-o4 the su''lier item !eld is not a validated !eld. >t is for reference onl&.
How can you have speci#c ,e)uestor defaulted on ,e)uisition form?
>n order to have a s'eci!c reBuestor default onto the reBuisitions form4 the user will
have to set the following in the user will have to set the following in the userAs
reBuisition 'references. -avigation: %Purchasing .> $eBuisitions .> $eBuisitions ?o to
s'ecial .>'references Clic3 in the reBuestor !eld Choose a reBuestor from the list of
values Clic3 the Aa''l&A utton4 a message A new 'references now in eDect.A Close the
reBuisitions form $e.o'en the reBuisitions form Clic3 in the lines region4 the reBuestor
from reBuisition 'references should a''ear in the reBuestor !eld. The reBuisition
'references are onl& valid while wor3ing on it 4 user needs to re enter reBuisition
'references each time he starts the a''lications.
Can * chane the item num%er in re)uisition lines after savin the record?
*ser is not allowed to change the item numer of a saved record in Oracle Purchasing
$eBuisition Form. >f user !nds that the item entered & him in a saved record is wrong
then he has to delete that record and enter a new record for the reBuired item. *ser is
allowed to change the T&'e4 "escri'tion4 *OM4 1uantit&4 Price4 -eed & date in a saved
record in the Fnter $eBuisition form. Also he can change the item categor& if item
numer of the saved record in the Fnter $eBuisition Form is -*//.
What all control actions * can perform on a re)uisition throuh $ocument
control window?
Cancel and Finall& close.
What is the authori?ationBstatus of a re)uisition after Finally closin it?
Ihen we !nall& close the reBuisition from $eBuisition 2ummar& form the
authoriEationPstatus of the reBuisition does not change. >nstead itAs closedPcode
ecomes AF>-A//N C/O2F"A.
Can * cancel or #nally close any re)uisition from $ocument Control Window?
-o. Purchasing lets &ou cancel or !nal close a reBuisition or reBuisition line efore &our
manager a''roves it or efore a u&er 'laces it on a 'urchase order. -o control actions
can e 'erformed on an >ncom'lete reBuisition. Nou cannot Finall& close a APre.
A''rovedA $eBuisition.
What happens if the re)uisition cancelled of #nally closed throuh $ocument
Control Window and encum%rance is on?
>f &ou are using encumrance or udgetar& control4 Purchasing automaticall& creates
negative deit encumrance entries for the cancelled reBuisitions. Ihen &ou !nal close
a 'urchase order4 Purchasing creates credit entries which reverse the encumrances.
How can * con#rm that my re)uisition has suKcient funds?
?o to +M, 2'ecial.>Chec3 for funds.
How to #nd out which sales orders are lin&ed to a Purchase Order?
>n $eBuisition 2ummar& form +M, 2'ecial.> :iew Purchase Order. >n the A2'ecialA Menu
itself &ou can see the o'tionA :iew 2ales OrderA.
What does the status Pre+"pproved mean4 and how does a document reach
this status?
The status of Pre.A''roved is the outcome of a 'erson forwarding a document for
a''roval even though the forwarding 'erson has the necessar& authorit& to a''rove it.
The document ma& have een forwarded & mista3e or for usiness reasons. >t is not
'ossile to 'erform a recei't against a document with a status of Pre.A''roved.
When you try to 2'ave2 a re)uisition4 the followin messae appears9
POB"..BPO'T*E<BE"1
This ha''ens when &ou do not have a valid code comination for the accounts
defaulting on the distriution account. Fnsure that the account has a valid code
comination.
While forwardin re)uisition for approval4 error "PP+1(87I9 3ser exit po
#ndBforward returned error1
There is no Forward Method s'eci!ed in the setu'. The F>-"PFO$IA$" function cannot
!nd an& rules to determine the forward to 'erson. -avigate to the "ocument T&'es
Form +POX2T""T, in Purchasing $es'onsiilit&. 2etu' .> Purchasing .> "ocument T&'es.
2elect the document t&'e of $eBuisition +>nternal or Purchase, and ma3e sure that the
!eld AForward MethodA is not lan3. >f it is lan34 set it to either #ierarch& or "irect4 then
save.
3na%le to enter Pro=ect information on the $istri%ution line of a ,e)uisition1
Nou cannot enter 'roGect information for inventor& destinations +unless &ou have ProGect
Mfg installed,. 2etting "estination T&'e ; Fx'ense will resolve the 'rolem. Nou will
then e ale to enter information in the remaining ProGect related !elds.
When a re)uisition is autocreated to a purchase order4 supplier information is
not populated in the purchase order header1
This ha''ens when a reBuisition numer is entered in the Find $eBuisition /ines window
and document is autocreated. 0ut if &ou enter the reBuisition numer and su''lier
details in the Find $eBuisition /ines window and autocreated the document to 'urchase
order. The 'urchase order now contains su''lier details in the 'urchase order header.
2u''lier information at the reBuisition level is actuall& a suggested 2u''lier4 and the
u&er has an o'tion to decide which su''lier to 'ic3 on the PO header. Also4 if &ou tr& to
Autocreate multi'le reBuisitions with diDerent 2u''liers Autocreate would not 3now
which su''lier to use. #ence the vendor information cannot e defaulted. This is the
standard functionalit& of Oracle A''lications. Ior3arounds: 1 . Fnter the suggested
su''lier on the AFind $eBuisition /inesA 2earch Criteria window and this is 'o'ulated on
PO header when autocreated. 8 . Fnter the su''lier information in the A2elect Purchase
OrderA Eone.
The system does not allow you to chane the Price and - or )uantity of an
approved ,e)uisition line %efore "utoCreatin a Purchase Order1
Ihen &ou are using Fncumrance Accounting4 & enaling the 0udgetar& Control Cag
for a set of oo3s4 the s&stem automaticall& creates encumrances from $eBuisitions4
Purchase Orders and other transactions originating from modules such as Purchasing Q
Pa&ales.
>n this case4 the funds are chec3ed at the $eBuisition /evel. Nou cannot change the Price
and 1uantit& once the reBuisition has een a''roved. This is the 2tandard functionalit&
of Oracle A''lications.
After Autocreating a Purchase Order4 &ou can change the Buantit& and 'rice.
Cannot #nd a $ocument in the Eoti#cations form which has %een forwarded
%y an intermediate "pprover1
2everal things with Oracle Ior3Cow can cause documents to e stuc3 Ain 'rocessA4
however4 this 'articular issue deals with du'licate data in &our #$ s&stem.
*sing &our 2&sAdmin res'onsiilit&4 navigate to 2ecurit&..>*ser..>"e!ne and 'erform a
Buer& on the Person !eld using the em'lo&ee name of the a''rover &ou are tr&ing to
forward the document to.
This should return a record for onl& 1 user. >f the em'lo&ee is assigned to more than 1
user name4 Ior3Cow will not 3now who to deliver the noti!cation to and the document
will hang with a status of Ain 'rocessA.
;ou are allowed to update 2$estination Type2 from 2*nventory2 to 2Expense2 in
the re)uisition form1
>f &ou setu' destination t&'e as 5>nventor&5 in the item setu' and in the $eBuisitions
form if &ou change the destination t&'e to 5Fx'ense54 then this will override the
destination t&'e setu' in item setu'. The "estination t&'e will carr& over from the
$eBuisition into the Purchase Order when autocreating.
Clic&in on the .O@ to select an employee to forward the document ives
error9F,0+(1L589 .ist Of @alues contains no entries1
Nou need to run the following sBl:
21/>select canP're'arerPa''rovePCag4 defaultPa''rovalP'athPid
from 'oPdocumentPt&'esPall
where documentPt&'ePcode ; A$F1*>2>T>O-AS
>f the results return a -*// value for canP're'arerPa''rovePCag then &ou need to
'erform the following: -avigation: Purchasing .> 2etu' .> Purchasing "ocument T&'es.
>n the document window t&'e window use $eBuisition in the t&'e !eld. Fnale 5Owner
Can A''rove5 chec3 ox save it disale it save it and enale it. This is to set the Cag
accordingl&. -ow save the record. -ow when &ou enter a reBuisition and forward the
reBuisition for a''roval &ou can have /O: in the forward !eld.
The re)uisition can %e saved without the need+%y date #eld %ein populated1
/ine items that are 'ut on reBuisitions must e 'lanned. >t is necessar& that the items
are 'lanned in order for the need.& date to e enforced.
2te'.&.ste' solution:
?*> . 1uer& the item in the >tem Master
. Choose the ?eneral Planning su.region
. Ma3e the item 'lanned
Char . -avigate . >tems . *'date
. 1uer& item
. >n >tem "etails region choose select
. Ma3e the item 'lanned
*n the Enter Purchase Order form and in the Enter ,e)uisitions form4 the .ist
of @alues in the *tems #eld is not retrievin some of the items1
>n the Fnter Purchase Order form and the Fnter $eBuisitions forms4 the /ist of :alues
+/O:, in the >tems !eld is not ased on what organiEation &our 'urchasing res'onsiilit&
is 'ointing to. >nstead4 it is ased on the >nventor& OrganiEation entered in the Financial
O'tions form under 2u''lier . Purchasing. >n the Fnter Purchase Order form and the
Fnter $eBuisitions forms4 the /ist of :alues +/O:, in the >tems !eld is not ased on what
organiEation &our 'urchasing res'onsiilit& is 'ointing to. >nstead4 it is ased on the
>nventor& OrganiEation entered in the Financial O'tions form under 2u''lier .
Purchasing. Changing the >nventor& OrganiEation de!ned in the Financial O'tions to the
>tem Master organiEations will 'ermit &ou to select those items.
The items with destination type as *nventory have the destination type as
Expense defaultin in the Enter ,e)uisitions form1
The defaults do not come in for a reBuisition4 if the invPorganiEationPid column is lan3
in #$P/OCAT>O-2 tale and does not get 'o'ulated. The invPorganiEationPid is lin3ed to
location and this in turn is lin3ed to em'lo&ee and which ex'lains wh& when &ou enter
the item in reBuisition form the organiEation and 2hi'.To /ocation !eld were not get
'o'ulated and therefore the destination t&'e was not coming as inventor&. Nou have to
'o'ulate invPorganiEationPid in #$Plocations tale which will resolve the 'rolem.
What is Center+.ed Procurement?
Center./ed or CentraliEed Procurement is new functionalit& delivered in 11.<.19 or
2u''l& Chain Famil& Pac3 Y. >n 11.<.J or Procurement Famil& Pac3 >4 u&ers are ale to
leverage 0lan3et Purchase Agreement 'rices across o'erating units ut Purchase Order
creation is onl& 'ossile in the o'erating unit where demand originated.This new
functionalit& allows 'rocurement o'erations to e run and maintained from a single
location sometimes referred to as a 2hared 2ervice Center. Purchase Order creation can
e 'erformed in one central o'erating unit and then received & another o'erating unit
where the reBuisition was raised.
>n 11.<.19%$184 ?loal Agreements can e either 0lan3et Purchase Agreements or
Contract Purchase Agreements with a su''lier that can shared etween o'erating units.
These documents can then e used for automatic sourcing of reBuisition demand from
an& enaled usiness units. As $ecei'ting occurs in diDerent o'erating unit to the
Purchase Order4 transactions such as recei'ts4 invoice matches or 'a&ments
automaticall& initiate the a''ro'riate cost transfer or inter.com'an& invoicing
accounting transactions ased on the rules de!ned in the !nancial relationshi' etween
the Procuring and $eBuesting o'erating units.
What are the setups steps re)uired for Center+.ed Procurement?
The following setu's are reBuired:
+i, >n Oracle >nventor&4 de!ne transaction Cows. Transaction Cows de!ne the
'rocurement relationshi' etween diDerent o'erating units. 2ee ATransaction 2etu'A in
the Oracle >nventor& *ser ?uide.
+ii, 2et #$: Cross 0usiness ?rou's 'ro!le to Nes.
+iii, "e!ne a su''lier site for the su''lier in oth $eBuesting and Procuring O'erating
*nits.
+iv, Create an a''roved ?loal Agreement in the Procuring or -egotiating O'erating
*nit.
Create a lan3et 'urchase agreement or contract 'urchase agreement with
?loal chec3ed.
Fnale the $eBuesting organiEations that can reference the gloal agreement
+Tools > Fnale OrganiEations,.
For each reBuesting organiEation4 s'ecif& the Purchasing OrganiEation and the
su''lier site for the su''lier.
+v, Create 2ourcing rules4 sourcing rule assignment set entries and A2/ entries
manuall&4 or alternativel& 'erform automaticall& at at Purchase order sumit form.
+vi, Create a $eBuisition against &our gloal agreement in an& organiEation that is
enaled.
What are the 'upported setups for Center+.ed Procurement?
Cross.O'erating *nit Procuring is -OT su''orted when:
>nter.Com'an& Transaction Flow are not de!ned or valid
Fncumrance is AO-A in either $eBuesting or Purchasing O'erating *nits.
ProGect%Tas3 is s'eci!ed with ex'ense destination.
$eBuisition line is :M> enaled +see Oracle >nventor& *ser ?uide,.
$eBuisition shi'ment has a consigned relationshi' +see Oracle >nventor& *ser
?uide,.
"estination inventor& organiEation is OPM enaled +2ee Oracle Process
Manufacturing *ser ?uide,
>tem is not de!ned in the reBuesting or 'urchasing o'erating unit4 destination
inventor& organiEation4 or logical inventor& organiEation +as de!ned in Transaction Flow,
>tems must have attriutes as documented as 'er >ntercom'an& >nvoicing 2etu'
section in >nventor& *ser ?uide + ie inventor& item enaled4 stoc3ale4 transactale4
cost enaled4 etc,
For 2ervice /ine T&'es4 if #$: Cross 0usiness ?rou's 'ro!le ; -o then the $eBuesting
and the Purchasing O'erating OrganiEations must e in the same usiness grou'.
*s there any additional setup re)uired for iProcurement?
-o. iProcurement uses Purchasing setu's to correctl& source reBuisitions raised.
0ul3loaded catalog items in iProcurement can leverage Center./ed functionalit& when
su''liers are associated with ?loal Contract 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 ,eceivin "ccount information et derived from?
There are 8 new !elds: "estination Charge Account and "estination :ariance Account4
in the Purchase Order and Purchase Order 2ummar& forms at "istriution level. These 8
accounts are derived & the PO Account ?enerator Ior3Cow4 the& corres'ond to
accounts valid to the $eceiving OrganiEation +$eBuesting OrganiEation,. >nter.com'an&
invoice transactions will occur automaticall& after recei't and deliver.
*s it possi%le to manually "utocreate ,e)uisitions usin the "utocreate Form?
Nes. $eBuisitions that are availale for Autocreation are viewale onl& in a res'onsiilit&
tied to the o'erating unit where $eBuisition is created. Nou can select to manuall&
autocreate and choose the ?loal 0lan3et Purchase Agreement+0PA, to autocreate
against. The Purchasing Org +where Purchase Order will e created, can e selected
however this will de'end on 2u''lier 2ite on $eBuisition and Fnaled OrganiEations on
the 0PA.
Why is the Purchasin Orani?ation .O@ in "utocreate Form showin no
values?
Fncumrance is enaled in the current o'erating unit +$eBuesting OrganiEation,.
Fncumrance must e disaled for Center./ed Procurement. + -ote this is also true for
$elease 18,
>1 $o we need to perform additional setups in 0O"C after uprade
to ,1! to retain the multi+or setups that existed prior to the
uprade?
"9 >f &ou do not wish to im'lement the features 'rovided in $18 & MOAC4
there are no additional setu's reBuired. MO:O'erating *nit is 'reserved
through the u'grade4 so if it was set in a 'revious release4 it will still e set in
$18.
>1 $o we need to perform additional setups in 0O"C after uprade
to ,1! to retain the sinle+or setups that existed prior to uprade?
"9 Multi.org is reBuired for $elease 18. Nou will e reBuired to enale multi.
org to u'grade to $elease 18. This does not mean &ou will need to create
multi'le o'erating units. Nou must enale multi.org and de!ne at least one
o'erating unit. Once &ou enale multi.org4 O'erating *nit >" +orgPid, will e
'o'ulated in all the relevant tales.
>51 *f 0O9 'ecurity Pro#le is con#ured4 does the user also need to
set 0O9 Operatin 3nit4 or is it optional? *f %oth are set then what
would %e the implication?
"9 MO: 2ecurit& Pro!le ta3es 'recedence over MO:O'erating *nit. 2o4 if &ou
set MO:2ecurit& Pro!le4 that is what will e used. >f MO:2ecurit& Pro!le is not
set4 then MO:O'erating *nit will e used.
>1 The security pro#le was modi#ed4 why did the user2s access not
chane per the modi#cation?
"9 This could ha''en if value of MO:2ecurit& Pro!le references another
securit& 'ro!le and%or A2ecurit& /ist MaintenanceA concurrent 'rogram was
not run after modif&ing the securit& 'ro!le. Also4 #$: 2ecurit& Pro!le ta3es
'recedence over MO:2ecurit& Pro!le. >f the organiEation included in the
securit& 'ro!le is a o'erating unit as well as a usiness grou'4 3indl& un.
chec3 the o'tion AFxclude 0usiness ?rou'A from the securit& 'ro!le.
>1 When attemptin to naviate to form-pae4 the application shows
the error 2you do not have access privilee to any operatin unit2
even thouh you had set the users security pro#le1
"9 Frror is ecause the securit& 'ro!le has not een set correctl& for the
user. Please verif& the following again.
1. MO:2ecurit& Pro!le assigned to the userAs res'onsiilit&
8. O'erating units have een assigned to the securit& 'ro!le
H. A2ecurit& /ist MaintenanceA concurrent 'rogram has run successfull&.
>I1 $oes 0O"C ena%le users to create purchase orders in another
operatin unit simply %y choosin an operatin unit while )ueryin
the "utoCreate form4 and choosin a re)uisition from another
operatin unit4 without havin de#ned a transaction 6ow %etween
the procurin orani?ation and the receivin orani?ation?
"9 >t is mandator& to de!ne a transaction Cow etween the 'rocuring
organiEation and the receiving organiEation efore using this feature.
>1 How is ,eceivin supported across multiple operatin units in
,elease 1!?
"9Ihen the $ecei'ts form is o'ened4 the list of values +/O:, will e
dis'la&ed of the inventor& organiEations which are availale to the user
through the securit& 'ro!le. $eceiving forms unli3e other transaction
entr& forms in Oracle Purchasing4 does not ma3e it mandator& for the user
to choose an o'erating unit even after selecting the inventor& organiEation
to receive the shi'ment. *ser will still e allowed to change to an o'erating
unit which ma& not necessaril& include the inventor& organiEation chosen
initiall&. For eg. if M1 is an inventor& organiEation which is not included in an
o'erating unit A:ision Communications +*2A,A4 and if M1 is chosen initiall& as
the receiving inventor& organiEation4 user is still allowed to select the
o'erating unit context as :ision Communications +*2A,. This is an intended
feature in $elease 18.
>1 Why is it that the ,eceivin Transaction Processor4 unli&e other
Purchasin concurrent re)uests4 enforces operatin unit as a
mandatory parameter in ,elease 1!?
"9The $eceiving Transaction Processor is a multi.org concurrent 'rogram. A
single recei't can e created for shi'ment lines destined for the same shi'.to
organiEation and elonging to diDerent o'erating units. A 'urchase order4 for
exam'le4 is from a single o'erating unit.
>1 *f a transaction is entered %y mista&e in an incorrect operatin
unit Mthe security pro#le of the user allows transaction entry in
multiple operatin unitsN4 what should %e the next step?
"9Please cancel%delete%reverse the transaction. This is a user error. 2&stem is
ehaving as intended.
1 Why are some customi?ations not wor&in after upradin to
,elease 1!?
"9 The :irtual Private "ataase +:P", feature has re'laced C/>F-TP>-FO +Org
Context, function in multi.org Architecture. All calls made to Org Context
function will no longer wor3 in $18. Please refer to
the Note.374398.1and Note.396750.1for additional $18 resources and custom
code migration. This ma& not address all &our reBuirements for writing
custom code for MOAC or :P". Please also review the 'ulic AP>As +starting
3e& words moPgloal, availale in Oracle Integration Repositoryfor additional
information.
What does the status )re-Appro"ed mean. and how does a document reach this status?
A: The status of Pre.A''roved is the outcome of a 'erson forwarding a
document for a''roval even though the forwarding 'erson has the necessar&
authorit& to a''rove it. The document ma& have een forwarded & mista3e
or for usiness reasons. >t is not 'ossile to 'erform a recei't against a
document with a status of Pre.A''roved. The a''rover to whom the
document was forwarded must !rst a''rove it.
Also Pre.A''roved status can e achieved when using Fncumrance
accounting and the document is authoriEed for a''roval ut funds have not
&et een reserved for it. Fven if someone with suTcient a''roval authorit&
a''roves the document4 its status will still e Pre.A''roved if funds were not
ale to e reserved at the time of a''roval. Once funds are reserved for the
a''roved document4 the document status changes to A''roved.
Another cause for Pre.A''roved status is & im'orting AA''rovedA reBuisitions
with encumrance on. The reBuisition im'ort 'rocess will force status to APre.
A''rovedA4 reBuiring user to ta3e the reserve action.
What is the difference !etween ,/R012 and H/0RAR1H3 forwardin methods?
A: The document forwarding method is selected in the "ocument T&'es form:
$es'onsiilit&: Purchasing 2u'er *ser
-avigation: 2etu' .> Purchasing .> "ocument T&'es
The two choices for the document forwarding method are "irect and
#ierarch&S oth o'tions are alwa&s availale regardless of whether Position
#ierarchies +'ositions, or Fm'lo&ee.2u'ervisor $elationshi's +Gos, are eing
used.
A. "irect Forwarding Method : *sing this forwarding method4 at the time
which a document is sumitted for a''roval4 validation will occur u' the
a''roval chain until an a''rover is located that has the ailit& to a''rove the
document in Buestion.
. >f Position #ierarchies are eing used4 then the validation will occur against
'ositions listed in the 'osition hierarch& s'eci!ed in the document a''roval
window. Once a 'osition that has a''roval authorit& has een located4 the
s&stem will locate the em'lo&ee assigned to this 'osition and designate him
as the Forward.To. The selection of the em'lo&ee is ased on al'haetical
context.
. >f Fm'lo&ee%2u'ervisor $elationshi's are eing used4 then validation will
occur against4 !rst4 the su'ervisorAs Go of the em'lo&ee sumitting the
document for a''rovalS then4 if that su'ervisor does not have authorit&4 the
s&stem will loo3 to the su'ervisorAs su'ervisor. The validation 'rocess will
continue u' this em'lo&ee%su'ervisor chain until an a''rover with the 'ro'er
authorit& is located.
0. #ierarch& Forwarding Method *sing this forwarding method4 validation is
not 'erformed to locate the next 'ossile a''rover with suTcient authorit&S
the documents will sim'l& route to each 'erson in the a''roval chain. The
document4 once sumitted for a''roval4 will move to either the 'erson
assigned to the next 'osition in the 'osition hierarch& if 'ositions are eing
used4 or the em'lo&eeAs su'ervisor if em'lo&ee%su'ervisor relationshi's are
eing used.
The 3e& diDerence etween the two o'tions is that "irect forwarding will
move the document to the !rst 'erson with authorit& to a''rove4 whereas
#ierarch& will sim'l& move the document to the Bueue of the next em'lo&ee
in the a''roval chain4 whether that 'erson has the a''roval authorit& or not.
For more detailed information on to'ic refer to the Purchasing 2etu' of
A''roval #ierarchies Trouleshooting Note:134947.1.
What is the sinificance of the ,ocument 2ota# and Account Rane types on the Appro"a#
4roups form?
A: The "ocument Total t&'e sets the maximum limit for an& a''roval actions
ta3en & the user whom the a''roval grou' a''lies to. >f multi'le "ocument
Totals are s'eci!ed4 the restriction will e to the "ocument Total4 which is the
lowest.
The Account $ange also allows for a document total which is then tied to a
s'eci!c range of accounts listed on the same line. >t is 'ossile to have
diDerent account ranges with diDerent amount /imits. This allows the same
user to have a diDerent dollar%account limit. >t is mandator& to have an
account range s'eci!ed in each a''roval grou' de!ned. 0& default4 if there
is not an account range de!ned4 all accounts will then e excluded from the
document a''roval 'rocess4 which means that the documents will not have
an ailit& to ecome a''roved.
-ote: Iithin the account ranges called out in the A''roval ?rou's form the
format and numer of 'laces within a segment must match the charge
account segment structure. For exam'le4 the segment 599995 is not going to
match segment 5999995 as the numer of 'laces are not eBual.
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?
A: The choice of whether or not Gos or 'ositions are going to e used is
made at the o'erating unit level within the Financial O'tions form.
$es'onsiilit&: Purchasing 2u'er *ser :
-avigation: 2etu' .> OrganiEations .> Financial O'tions select the #uman
$esources alternate region
>f the o'tion *se A''roval #ierarchies is chec3ed4 then 'ositions and 'osition
hierarchies are going to e utiliEed for the o'erating unit in BuestionS if left
unchec3ed4 em'lo&ee%su'ervisor relationshi's will e used for the a''roval
hierarch& routing 'ath.
-ote: >f 'ositions are eing used4 then 'osition hierarchies will need to e
created as the& are going to e the roadma' for document a''rovals. >f Gos
are eing used4 then the em'lo&ee%su'ervisor relationshi' will serve as the
roadma'.
What is the difference !etween archi"in on Appro"e "ersus )rint?
A: The archiving method determines at which 'oint revision data will e
written to the document archive tales. Archive on A''rove designates an
u'date to the Purchasing archive tales at the time of document a''rovalS
each time a revision is made to a document and the document enters a
$eBuires $e.a''roval state4 the new revision information will e archived at
the time the document is a''roved again. Archive on Print designates an
u'date to the document archive tales at the time the 'urchase order is
'rinted.
The following gra'h illustrates the diDerence etween the two settings. The
Archive $ev columns denote the highest revision of the 'urchase order
currentl& residing in the 'urchase order archive tales. The Current $ev
columns denote the current revision level of the 'urchase order4 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?
A: 2ometimes4 a document ma& still have a status of >ncom'lete after an
attem't to a''rove the document has een madeS this indicates a failure in
the validation of the a''roval authorit& for the document creator4 along with
the inailit& to locate an em'lo&ee with the 'ro'er authorit& to forward the
document. 2ee Trouleshooting Purchasing "ocument For >ncom'lete
A''roval 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?
A: The validation of a release dollar amount is not against the amount agreed
on the header of the lan3et 'urchase agreementS instead4 it validates
against the Amount /imit s'eci!ed in the Terms and Conditions window of
the Purchase Orders form. >f this !eld is left lan34 then the release can e
for an& amount. Therefore4 it is im'erative that the Amount /imit !eld e
'o'ulated with the same dollar amount as the Amount Agreed !eld in the
header region of the Purchase Orders form4 de'ending on the usiness
needs. >t should also e noted that $elease 11i also has introduced an
Amount /imit !eld that can e de!ned at the line level of the lan3et
agreement.
/ am de#eatin the appro"a# of a )8 to someone who does not ha"e access to open this )8.
Wou#d he !e a!#e to appro"e it?
A: 2ince he has een AdelegatedA the a''roval authorit& from &ou4 his
a''roval actions would e adGudged as if &ou were ta3ing those actions on
this document. #owever4 the document would remain inaccessile to him.
This is ecause & A"elegatingA4 &ou are onl& allowing him to act on a''roval
decisions on &our ehalf4 rather than also delegating him the access
authorit&.
/ ha"e heard a!out somethin ca##ed A90 for appro"a#s in 11.$.1:. what is it and can / use it
on my ear#ier re#ease?
A: >n Oracle A''lications 11.<.19 Procurement has integrated with another
Oracle Product called A''rovals Management Fngine +AMF, that can e used
for $eBuisition A''rovals. The functionalit& is availale onl& when using
Fm'lo&ee 2u'ervisor method for routing documents and is onl& availale for
Purchasing $eBuisitions at this time and onl& for a''lications release 11.<.19.
AMF is a conditional and rules ased s&stem4 where &ou de!ne the rules and
conditions on how a document a''roval routes to the next su'ervisor. For
more information on AMF and Oracle Procurement 'lease refer to the
following Metalin3 -otes and "ocumentation: 11.<.19 FA1 for A''rovals
Management +AMF, >ntegration For iProcurement and
Purchasing Note:293315.1
/ ha"e heard of )80RR8R for impro"ed error hand#in. What is this feature?
A: >ntroduced in 11.<.= POF$$O$ setu' can e used for im'roved document
error handling. This feature automaticall& resumits documents stuc3 in the
status of Ain.'rocessA and failing ecause of "ocument Management failures.
The failures include "oc Mgr Frror 1 +"ocument A''roval Manager Timeout,
or "oc Mgr Frror 8 +"ocument A''roval Manager -ot Active,. This does not
handle "oc Mgr Frror H failures +Fxce'tion in the "ocument A''roval
Manager code,. 2ee Oracle Purchasing POF$$O$ Ior3Cow 2etu' and *sage
?uide Ihite Pa'er Note:224028.1.
/s it possi!#e to define position hierarchies. which span across mu#tip#e operatin units?
A: -ot efore 11.<.J and also onl& for em'lo&ee%su'ervisor ased a''roval
routing4 'osition hierarch& ased document a''rovals cannot go across
o'erating units. 2ee Position #ierarch&: A''rovals 2'an Across Multi'le
O'erating *nits 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?
A: The validation of a release dollar amount is not against the amount agreed
on the header of the lan3et 'urchase agreementS instead4 it validates
against the Amount /imit s'eci!ed in the Terms and Conditions window of
the Purchase Orders form. >f this !eld is left lan34 then the release can e
for an& amount. Therefore4 it is im'erative that the Amount /imit !eld e
'o'ulated with the same dollar amount as the Amount Agreed !eld in the
header region of the Purchase Orders form4 de'ending on the usiness
needs. >t should also e noted that $elease 11i also has introduced an
Amount /imit !eld that can e de!ned at the line level of the lan3et
agreement.
What is #o!a# super"isor and how can / uti#i;e that for appro"a#s across !usiness roups?
A: This feature allows the user to forward a document +PO or $eB, to a
su'ervisor in a diDerent usiness grou' than the user. This is enaled when
the 'ro!le A#$:Cross 0usiness ?rou'sA is set to &es. The action histor& will
also show the details including the name of the 'erson from the diDerent
usiness grou'. This functionalit& is availale on Procurement Famil& Pac3 F
+11i.P$CPFP.F, and aove. For more information 'lease refer to: Purchase
$eBuisition A''roval Across 0usiness ?rou's . 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?
A: The& would continue to e ale to a''rove as long as the& have valid
assignments. Ihen &ou are altering &our organiEation structure & ex'iring a
'osition4 &ou M*2T also ma3e alternatives for the o'en assignments on this
'osition. This should e a 'art of &our organiEation structure migration
'rocess. Once &ou have migrated com'letel& to the new Position 2tructure4
including the 'ro'er em'lo&ee.'osition assignments4 run the Fill Fm'lo&ee
#ierarch& 'rogram. This would aDect the PO A''roval accordingl&.
What type of document attachments can !e emai#ed with )urchase 8rders to (upp#iers?
A: >n 11i19 and elow onl& -otes to su''liers and /ong%2hort Text
Attachments could e sent to the 2u''liers. -ow in $elease 18 +$18, and
higher !les such as +MsIord4 "rawing etc., as well as *$/s can e 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?
A: 0eginning in $18 AMF su''orts 'arallel a''rovers for reBuisition a''roval.