Does Oracle purchasing and Oracle payables allow sharing of

supplier and supplier sites across sets of books ?

Answer:
Suppliers can be shared across sets of books , but supplier sites are defned at operating
unit level.
adfasdfafWhere is release method defne in auto source rules form ?
Answer:
Release method is defned in sfdfasdfd transaction manager is run ?
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Can you print a custom PO report from the approval screen ?
Answer:
This is not the functionalit in !".#sc. The standard printed $% report is associated to
the approval form and can be printed.
What is PS ?
Answer:
$s& is the purchase order 'inipak !(' )*.
$s& is patchset &.
!ow to "uery po without update access ?
Answer:
)reate a responsibilit with access to view purchasing menu onl do not associate an
update function in it.
#n order to print the printed purchase order report what is setup
re"uired?
Answer:
+se Sstem Administration responsibilit and go to sstem profles. ,n sstem profle
feld enter -)oncurrent- and click fnd button for fnding .)oncurrent: report copies.
profle and set the profle feld to !.
Why does a cancelled po be available for matching on #nvoice $ntry
form ?
Answer:
This is standard functionalit of %racle Applications. ,nvoices which are matched to
closed or cancelled po.s will be placed on a ./uantit order hold.b Auto approval. This
hold will prevent pament of the invoice, until the paables module0user1 can determine
wh the invoice has been matched to a closed or cancel po, and then resolve the
problem.
!ow to generate a po that includes ta% and freight ?
Answer:
This is not handled under purchasing , po onl sets a ta2able 3ag for the item to identif
it as a ta2able item which is calculated correctl upon being invoiced.
4 Accounting paables handles this.
4 Ta2 codes and freight costs are setup in A$.
4 Ta2 code varies b state and freight costs ma var due to di5erent packing methods ,
etc. And these costs are sumed when invoiced.
!ow to view previous purchase information for a specifc item ?
Answer:
+se the supplier item catalog prior purchases region which can provide the following
information.
Supplier name
*ate of purchase
$rice paid
+nit of measure
To *efault the prior purchases region which can provide the following information.
6avigation :7$rofle 48Sstem
9uer in the profle feld : $% :-
)hoose $%: *efault supplier item catalog window to view previous purchase information
for a specifc item.
What does vendor on hold report do ?
Answer:
;endor on hold report prints all vendors who are on hold and have unapproved po.s with
authori<ation status : incomplete for that vendor. This helps the user to change the
status on the po and approve it.
This is the intended functionalit of the report.
The vendors report would print all vendors and would also include the on hold
information.
Where does the ship&to feld get populated from in 'e"uisition( PO
form ?
Answer:
The ship4to feld values are defaulting from the buer setup in Re/uisition7 $% form.
Why does auto source rules create re"uisitions for only one vendor
even though )S* is defned for + vendors?
Answer:
The split percentage used for the vendors in re/uisitions is onl for reporting
purposes.This is used in supplier volume analsis report.
This report has been replaced b vendors volume analsis report.
#n a po screen why does destination type allows only to choose
inventory type but not e%pense type ?
Answer:
,f the item is defned as an inventor item in the item master window the item cannot
have a destination tpe as e2pense in po screen. when we enter a re/uisition for an
inventor item we change the destination tpe cannot be changed to .e2pense.. This is
%racle Applications =unctionalit.
When you try to approve a po you get an error ,documents total
e%ceeds document total limit rule please enter forward to, how to
resolve?
Answer:
=or a document to be approved b a user 7 originator follow the steps given below..
!.>nsure approval group setup is appropriate.
?.,n order to approve a document the user7buer7originiator of the document must
choose .document total. for the object feld , the approval groups window.
@.=or a document to be approved b the originator it is necessar to verif the amount
entered is within the limit of the .document total..
&.This is defned in the approval group window.
A.>nsure relevant documents are appropriatel defned in document tpe window.
=or a document to be forwarded b a user7originator follow the steps given below..
!.>nsure that higher position is assigned to an emploee in the position Beirarch
window.$osition of the emploee must be higher than the position of the user7originator
of the document with greater limit of the .document total..
?.+se the reports form in the menu and submit a re/uest for .fll emploee heirarch .
report.
6ow the purchase order can be approved if the po is within the user limit and can be
forwarded if it is beond the user limit.
When a po is ,fnally closed, records are deleted from -.*&Supply
table/What happens to 'ecords in -.*&Supply when po is partially
received?
Answer:
Chen the po is partiall received records are present in the 'TD4Suppl table. Records
in 'TD4suppl are onl deleted when the po is completel received and Efnall closedE.
!ow can # see the last "uery performed by a form ?
Answer:
,f ou want to see the last /uer performed b a form ou can do this through the
e2amine tool as follows:
6avigate to help448tools448e2amine
Flock : sstem
=ield : last /uer
The value returned is the last select statement performed b the form.
When 0pay on receipt0 for 0unordered items0 are being processed
invoices are not being created ?
Answer:
This problem is solved b appling patch G"H!?G.
!ow can you populate negotiated sources region within supplier
item catalog window ?
Answer:
,n order for the user to be able to populate the negotiated sources region of the supplier
item catalog form, one of the following documents tpes will need to be created for the
item in /uestion :
Flanket purchase order
)atalog /uotation
$lanned purchase order
!ow can you have specifc re"uestor defaulted on re"uisition form ?
Answer:
,n order to have a specifc re/uestor default onto the re/uisitions form , a user will have
to set the following in the user will have to set the following in the user.s re/uisition
preferences.
6avigation: 7$urchasing 48Re/uisitions 48 Re/uisitions
Io to special 48preferences
)lick in the re/uestor feld
)hoose a re/uestor from the list of values
)lick the .appl. button , a message . new preferences now in e5ect..
)lose the re/uisitions form
Re4open the re/uisitions form
)lick in the lines region , the re/uestor from re/uisition preferences should appear in
the re/uestor feld.The re/uisition preferences are onl valid while working on it , user
needs to re enter re/uisition preferences each time he starts the applications
What is the COS. P*1S 2$$ price type? !ow is Purchase Order
treating this price type?
,n the $rice tpe /uickpick in the $urchase %rder Dines <one in enter $urchase %rder
form, there is a value called )%ST $D+S =>>. Chat is the )%ST $D+S =>> price tpeJ
Bow is $urchase %rder treating this price tpeJ
Answer
The functionalit for )%ST $D+S =>> price tpe is not in %racle $urchasing at this point
of time. $% does not do anthing with this price tpe.
,t is an enhancement re/uest that is being looked at for future releases.
What is +&way3 4&way3 &way matching? !ow is this set&up?
Answer
?4wa matching verifes that $urchase order and invoice information match within our
tolerances as follows:
9uantit billed K: 9uantit %rdered
,nvoice price K: $urchase order price
0K: sign is used because of tolerances1
@4wa matching verifes that the receipt and invoice information match with the
/uantit tolerances defned:
9uantit billed K: 9uantit received
&4wa matching verifes that acceptance documents and invoice information match
within the /uantit tolerances defned:
9uantit billed K: 9uantit accepted.
0Acceptance is done at the time of ,nspecting goods1.
Chether a $% shipment has ?4wa, @4wa or &4wa matching can be setup in the
Shipment *etails <one of the >nter $% form 0character1
Receipt re/uired ,nspection re/uired 'atching
LesLes&4wa
Les6o @4wa
6o 6o ?4wa
,n I+,, Shipments block, alternative region, click on 'ore...this brings up a region with
.,nvoice matching. column where ou can choose ?4wa, @4wa or &4wa match.
Lou can fnd more detailed information about matching in the %racle $aables Reference
'anual 0;olume @1 Topical >ssa on ,ntegrating our $aables and $urchasing
,nformation.
!ow do you re5ect discount from a supplier on a Purchase orders?
Answer
The legal document is the $urchase order not the /uote and therefore the purchase
order should re3ect agreed upon price. Secondl if the discount comes after the $% then
A$ should handle it when invoicing. ,f ou are using a blanket $urchase order then ou
can use price breaks.
!ow do you change the created date on a Purchase Order?
Answer
The .)reated. date on the $urchase order is not an updateable feld, due to it being a
legal document once approved.
What is the sorting order for re"uisition lines in autocreation of a
Purchase Order?
Answer
Re/uisition lines frst meet search criteria determined b EfndE screen, and then are
grouped together b item and item categor, then b need4b date.
After ou choose an action, enter an search criteria to narrow the selection of
re/uisition lines. %racle $urchasing chooses re/uisition lines from the re/uisition pool
that meet our search criteria. All re/uisition lines for the same item and item categor
are grouped together, but the are not necessaril in order alphabeticall. Cithin each
grouping of item and item categor, re/uisition lines are ordered b need4b date.
What does the error 0)PP&677++8 Oracle !uman 'esources could not
retrieve a value for 1ser .ype profle option0 mean?
Answer
The profle BR: +ser Tpe needs to be set.
Set the profle option .BR: +ser Tpe. at the Responsibilit level.
Why are the action options for creating receipts di9erent in
#nventory compared Purchasing?
,n the >nter Receipts 0R);R)>R)1 form and using di5erent responsibilities produces
di5erent values in the action re/uired feld.The $urchasing Responsibilit shows *irect
and Standard while the ,nventor Responsibilit shows just *irect.
Ch are the action options for creating receipts di5erent in ,nventor compared
$urchasingJ
Answer
Set the $rofle option R);: Allow routing override to .L>S. at the application level.
!ow do you purge Cancelled 'e"uisitions?
Answer
To purge an $urchase orders or Re/uisitions:
4 assign the $aables $urge I+, responsibilit to the user
4 have the user choose that responsibilit
4 then choose $urge from the menu
4 under the )ategor feld do a Dist of ;alues and pick Simple Re/uisitions
for cancelled re/uisitions The choices are listed.
Where does this information on the "uickpick come from and how
can this information default in?
%n the re/uisition form in the source details <one, there is a feld labeled supplier item.
Chere does this information on the /uickpick come from and how can this information
default inJ
Answer
The supplier item feld on the re/uisition can be populated b using either the supplier
item catalog or ASD. Take an item from the supplier item catalog that has an associated
supplier item, add it to the order pad and then add it to the re/uisition. After doing this
go to the source details <one. The supplier item is defaulted in for that item ou choose
from the catalog.
6avigation: 448 $urchasing 448 Supplier ,tem catalog
:ou are entering a re"uisition and are unable to fnd the header or
line note felds/ Was this replaced in ;1# by attachments?
Answer
The attachments have replaced notes. The attachments are better because at the
header level, the re/uisition notes were not coming over to the $urchase %rder whereas
the attachment does come over to the $urchase %rder.
!ow does the approver re<ect a re"uisition?
Chen ou select the 6otifcations form to review approvals and click on approve button
for a Re/uisition waiting for approval, the .Reject. bo2 is greed out. Bow does the
approver reject a re/uisitionJ
Answer
Lou cannot reject Re/uisitions submitted to ourself. Lou can onl reject those from
others.
What are standard =uotations used for?
Answer
Standard /uote is one that ou can tie back to a $%.
=or all three tpes of 9uotations and R=9s 0Fid, Standard and )atalog1, ou can defne
a5ectivit dates at the header level. =or Standard /uotations and )atalog, ou
can specif a5ectivit dates for individual price breaks. Lou can also defne our own
R=9 or /uotation tpes using the *ocument Tpes window
A Standard /uotation or R=9 includes price breaks at di5erent /uantit levels.
When do you see the status of a Purchase order as )rchived?
Answer
Lou must approve or print a specifc purchase order before ou can see it in the histor
information.
Where are standard notes in ;1#?
Answer
Io to Setup 448 Attachments 448)reate attachment. Io to $urchase %rder and attach
the attachment to the $urchase %rder. ,n I+,, notes are replaced b attachments.
#n Oracle Purchasing3 where is the automatic numbering for
Purchase Order defned and maintained?
Answer
The navigation path for I+, is:
Setup 448 %rgani<ations 448 $urchasing %ptions, 6umbering alternate region
The navigation path for )haracter is:
M 6avigate Setup $urchasing %ptions $urchasing, 6umbering options
.here is a feld for the organi>ation code/ What is this code?
Answer
This code is a short abbreviation for the organi<ation.
Can the original Purchase Order can be viewed in any way without
resorting to S=*3 for a revised Purchase Order?
Answer
The original version of a revised $% cannot be viewed from the $% form or $% summar
form. ,nformation on the original $% can be obtained from the $%NB>A*>RSNAR)B,;>
and $%ND,6>SNAR)B,;> tables using the $%NB>A*>RN,* column as a common reference
using S9D onl.
What happens if a purchase order is created with an item that does
not e%ist on any price list with pricing transaction entity of PO?
,n !!.A.!", $urchasing and Advanced $ricing can be integrated. 0To setup this
integration, please refer to 'etaDink Document 455778.19uestions about using Advanced
$ricing in $urchase %rders and Re/uisitions.1 $rice lists can now be created with pricing
transaction entit of $%. Chat happens if a purchase order is created with an item which
does not e2ist on an price list with pricing transaction entit of $%J Cill the sstem
return the error, Kitem8 and K+%'8 not found on an price listJ
Answer
6o, the sstem will not return the error, Kitem8 and K+%'8 not found on an price list.
=unctionalit is if the item on the purchase order is not found on an price list with
pricing transaction entit of $%, then the Dist $rice 4 found on the 'aster ,tems form,
$urchasing tab 4 will be returned to the $%.
Thus, the default for $rice on purchase orders in !!.A.!" with the integration of
$urchasing and Advanced $ricing will be Dist $rice if the item is not found on an price
lists with pricing transaction entit of $%.
This is documented in bug A"H&#GH $+R)BAS,6I O A*;A6)>* $R,),6I: ,T>' A6*
+%' 6%T %6 $R,)> D,ST ;S D,ST $R,)>.
Why there is no Data 2ound #n Discoverer Workbooks When ?iews
)re 1sed #nstead Of 0@A)**0 .ables?
Chen views are used like $%NB>A*>RS instead of $%NB>A*>RSNADD, data is not getting
populated in the workbook. That means '%A) is not working. The global temporar
table moNglobNorgNaccessNtmp contains no data even when logged in *iscoverer $lus
!. )reate a folder from a view where oracle snonms are used like .$%NB>A*>RS.
?. Dogin *iscoverer $lus with some Application +ser.
@. )reate an workbook with the same folder.
&. Chen e2ecuted, the workbook displas the message that no data to be displaed.
Answer:
$ossible )ause: *ata is not passed to *iscoverer or S9DP$lus due to >4Fusiness Suite
r!? 'ulti4%rgani<ation
)ontrol Access 0'%A)1 not being set in the session.
Since ou are not logging into the application then ou would have to set the 'ulti4%rg
conte2t like customer have to do when running a custom A$,.
,n R!? ou have to also set the 'ulti4%rg conte2t.
begin
fndNglobal.appsNinitiali<e0OuserNid,OresponsibilitNid,OresponsibilitNapplicationNid1Q
moNglobal.init0.OproductNshortNname.1Q
endQ
PBWC:
What is PBWC?
%racle $urchasing Release!?." speeds up dail purchasing tasks with and enhanced
$rofessional Fuer.s Cork )enter 0$FC)1. Fased on web4based user interface models,
the Cork)enter is a central .launch pad. from which buers can eRcientl perform their
dail tasks:
4 ;iew and act upon re/uisition demand
4 )reate and manage orders, contracts and agreements
4 Run negotiation events including Auctions R=2s 0re/uires %racle Sourcing1
4 'anage supplier information
What are the 'e"uisition -anagement C Profle Options?
$%: *ocument Fuilder *efault *ocument Tpe: The document tpe that is defaulted into
the document builder region.
Profle ?alue Description
Add to $% Add to an e2isting $urchase %rder
6ew R=9 )reate a new Sourcing R=9
6ew Auction )reate a new Sourcing Auction
6ew $% )reate a new $urchase %rder
$%: *efault Re/uisition Irouping : The default for grouping re/uisition lines onto a
Sourcing R=97Auction or $%.
Profle ?alue Description
*efault Iroup re/uisition lines using the default grouping. %ne or
more re/uisition lines can be associated with one
purchase order line.
Re/uisition Iroup re/uisition lines using re/uisition grouping. %ne
re/uisition line can be associated with one purchase order
line
What are the Purchase Orders C Profle Options ?
$%: Auto Appl *efault )ontract Template : *efault )ontract template in the $%.
Chat are the documents not supported in $FC)J
=ollowing document tpes are not supported in $FC) :
$lanned $%
Docal Flanket Agreement
Docal )ontract Agreement
Scheduled Releases
F$A Releases
9uotations
R=9s
)re Preferences supported in PBWC?
$references are not supported in $FC)
Does )utocreate copy descriptive 5e%feld attributes from the
re"uisition to the created document?
6o 4 if ou have *escriptive =le2felds 0*==1 set up against the Re/uisition at Beader,
Dine and
*istribution level, after running Autocreate ou will fnd that onl the *istribution *==
Attributes are copied across to the $% *istribution.
This is e2pected behaviour, because the *istribution is the frst level at which a one4to4
one relationship between the Re/uisition and $urchase %rder data can be guaranteed.
0'ultiple Re/uisition Beaders and Dines can be summari<ed into one $% Beader and one
$% Dine1.
$lease be aware also that the *istribution *== Attributes are simpl copied from the
Re/uisition to the $% 4 that is to sa, the =le2feld A$, code is not invoked. This means
that if an Attribute on the Re/uisition side is empt but the corresponding Attribute on
the $% side is defned as .'andator., after Autocreate the mandator Attribute on the
$% *istribution will be empt, but no error or warning will have been reported.
Does )utocreate copy Dotes from the re"uisition to the document
you are creating?
Les, 6otes are copied from the re/uisition lines and the corresponding re/uisition
header.
What are the columns on which )utocreate combines multiple
re"uisition lines into a single document line?
=or purchase order, $urchasing combines the /uantities of all re/uisition lines that have
the same item, item revision, line tpe, transaction reason, and unit of measure onto a
single document line. =or R=9s, /uantities of all re/uisition lines that have the same
item, revision, and line tpe are combined.
What price becomes the actual price in the case where multiple
re"uisition lines with di9erent prices are combined to a single PO
line?
The lowest unit price from the combined re/uisition lines becomes the actual price of
the purchase order line.
What are the columns based on which Shipping information is
combined by )utocreate?
=or purchase orders and releases, $urchasing combines shipment information onl if the
re/uisition lines have the same need4b date, ship4to location, organi<ation, Accrual
tpe 0period4end or on4line1 and shipment tpe .
Does )utocreate add to an e%isting PO shipment that has been
encumbered?
$urchasing does not add to an e2isting purchase order shipment if that shipment has
been encumbered even though all the grouping columns necessar to combine shipping
information are there.
What can be done to open the created document directly once
)utocreate is done successfully?
Set the profle option $%: *ispla the autocreated *ocument to Les, $urchasing displas
the $urchase %rders, Releases, or R=9 window, as appropriate, after creating our
document lines.
Can re"uisition line with item number and without item number Eone
time itemF be combined to single document line in )utocreate?
,f ou want to combine two re/uisition lines for the same item, one with an item number
and one without, ou have to manuall autocreate the document and use 'odif on the
Tools menu to add the predefned item to the re/uisition line for the one4time 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 di9erent of the description of the Blanket?
6o, ,f we do not choose an item, that is if the re/uisition and blanket are created with
one time7e2pense items the autocreate process tries to match the descriptions as item
id.s are null. The onl di5erentiating factor in one time items 0item id null1 is the
description.
!ow do you prevent )utocreate from seeing re"uisitions from
another organi>ation?
Re/uisitions and $urchase %rders are not organi<ation specifc. ,f ou do not want to be
able to see or access re/uisitions across di5erent organi<ations, then ou need to set up
di5erent operating units with di5erent responsibilities tied to each one.
Can you autocreate from a "uotation and tie the PO to the
associated "uotation and re"uisition?
Les, ou can autocreate from a 9uotation.
6avigation:
!. )reate and approve a re/uisition.
?. Io to the Auto)reate Screen, chose the re/uisition form the pool of approved
re/uisitions.
@. )hange the *ocument Tpe feld to R=9 and click the automatic button.
&. The R=9 is created and appears on the screen.
A. >nter the re/uired felds on the R=9 0/uote a5ectivit1, click on the Supplier button
and choose the list of suppliers.
)hange status to active and save.
(. To enter the vendor responses a 9uote must be created.
Io to the R=9 screen and /uer up the R=9 ou just created.
)lick Special on the Tool bar and choose )op *ocument.
This will create our /uotation.
#. Io to the 9uotation screen and /uer up the new /uotation and enter
the price break information. )hange the description 0if $% attribute is set to allow the
description to be changed1.
H. Approve the /uotation.
G. Auto)reate the $% from the re/uisition.
*elete the description if the /uote has a description di5erent than the re/uisition
)lick on the catalog button 4 Receive message
Lour can update onl the price for the saved record.
%pen the )atalog to select price onl
)lick L>S
!". Select the /uote.
!!. Lou will now have both the re/uisition and /uote tied to the $%.
Where does the 0note to buyer0 show on an autocreated PO?
%n the Auto)reate form, go to the =older menu and choose Show =ield. Select 6ote to
Fuer and click %S. The feld will now be displaed.
,f ou would like this feld to be displaed ever time ou use autocreate, go to =older
48 Save As... Iive the folder a name and check the %pen as *efault bo2.
Does the supplier name from a re"uisition get carried over to an
autocreated purchase order?
The standard functionalit is that if the re/uisition has a the Esuggested supplier nameE
feld populated, it would carr over to the autocreated $%. The Esuggested supplier
nameE feld will onl carr to the autocreated $% if it was selected from the list of values
on the re/uisition. ,f it is tped in manuall, it will not carr over.
What causes the )PP&G7H7 error when autocreating a re"uisition?
There are several things that must be performed to address this issue:
P $rofle %ption in 'R$ must be set as follows:
4 'R$: Sourcing Rule )ategor Set value must be set to $urchasing in the $urchasing
application.
P Auto)reate Flanket $%
4 Revisions do not default for ,tems when autocreating Flanket $% and the ,tem Revision
T must be entered.
4 The ,tem Revision number on the re/uisition must match the ,tem Revision number on
the $%.
P 6avigate: Setup 448%rgani<ation 448=inancial %ptionsQ and in the Alternate Region
>6)+'FRA6)>, verif if the R>9+,S,T,%6 >6)+'FRA6)> checkbo2 is checked.
P ,n the Ss Admin Responsibilit navigate to:
$rofles:8 /uer for the $rofle %ption $%: A+T%)R>AT> ID *AT>.
,f using the >ncumbrance for Re/uisitions, then this $rofle %ption can be set to either
A+T%)R>AT> *AT> or R>9+,S,T,%6 ID *AT>. ,f not using >ncumbrance, then ou ma
set it to 6+DD. This will solve the problem.
The $rofle %ption $%: A+T%)R>AT> ID *AT> is applicable onl if ou are using
>ncumbrance for Re/uisitions.
!ow do you autocreate a re"uisition with a document type as
blanket release when re"uisitions were imported from a 4rd party
system?
>nsure the line tpes selected for Re/uisitions are appropriate. Lou need to have
Re/uisition Dine tpes and $% Dine tpes correctl associated. Rerun the process and
verif that the sstem does not error out.
Submit the re/uest for re/uisition import and use the Auto)reate window to create
document with tpe as Flanket Release against the re/uisition.
6avigation:
$urchasing 48 Reports 48 Submit a re/uest for Re/uisition ,mport
$urchasing 48 Auto)reate
!ow do you autocreate -'P generated re"uisitions to a blanket
purchase order?
=irst initiate the Release $urchase Re/uisitions from the $lanners Corkbench.
6avigation:
'aterial $lanning 48 'R$ 48 Corkbench
Second, in the $urchasing Responsibilit, Auto)reate the re/uisition to a Flanket $%.
6avigation: Auto)reate
=or Autocreate to fnd these re/uisition lines from 'R$, the Flanket $% line tpe must be
set to Ioods because the 'R$ $urchase Re/uisition is alwas created with a line tpe of
Ioods. The reason that 'R$ uses the line tpe of Ioods is because Ioods is seeded
data and because the 'R$ $lanner Corkbench uses 'R$$R>DF.pls to insert a record
into the $%NR>9+,S,T,%6N,6T>R=A)> table.
Can you autocreate more than one standard PO in one autocreate
session?
Les,
!. =ind the re/uisition lines to be autocreated.
?. )hoose a line.
@. Autocreate the purchases order using the automatic button.
&. *o not leave the re/uisition lines screen.
A. )hoose a di5erent line.
(. Tr to autocreate another standard purchase order b clicking the automatic button.
#. The sstem gives the message: app4!&"G": no re/uisition lines were autocreated.
.ry to autocreate3 but the system hangs3 how to cancel the
re"uisition that are locked?
)heck if there is a lock on the $% related tables.
Select objectNid, sessionNid, oracleNusername, osNuserNname,
$rocess, lockedNmode
=rom ss.vNUlockedNobjectQ
Select a.objectNname, b.oracleNusername
=rom allNobjects a, vUlockedNobject b
Chere a.objectNid : b.objectNid
And a.objectNname like .po-.Q
,f ou have an records returned, ou have a lock. To disable the lock, kill the session.
Regenerating the form and bouncing the database will unlock all the objects.
What is the package or procedure that stores the autocreate
process?
$%VFC$!F.pls 4 autocreate po package bod.
*escription: this package contains all the functions to create purchase orders, releases
and rf/.s from data stored in the poNheadersNinterface, poNlinesNinterface and
poNdistributionsNinterface tables. Chen a user selects a line to be autocreated, it loads
the above interface tables. At that point the functions which are part of this package are
called and move to create the re/ line into a release or purchase order.
What does the grouping method 0Default0 indicate in the autocreate
form?
Cith the grouping method .default. re/uisition lines for the same item, revision, line
tpe, unit of measure, and transaction reason are combined into individual purchase
order linesQ and re/uisition lines for the same item, revision, and line tpe are combined
into individual rf/ lines.
There are two new profles added to control the re/uisition line grouping using
autocreate. :4
$%: +se 6eed4b *ate for *efault Autocreate grouping
$%: +se Ship4To %rgani<ation and Docationfor *efault Autocreate grouping
Re/uisition lines with di5erent need b dates or ship to information will be autocreated
into two $% lines with one shipment each if the corresponding profle is set to .Les. or if
it is unset.
,f the profle is set to .6o., Re/uisition lines with di5erent need b dates or ship to
information will be autocreated into a single line with multiple shipments and if there is
an source document on the $% line the pricing will be determined using the ship to and
need b information from the frst shipment.
# autocreated a PO with two lines/ When # go to the purchase order
entry screen and "uery the PO3 instead of showing the lines created3
it only shows a new line with number 4/ Why?
'ake sure ,nventor organi<ation feld is populated in =inancial %ptions.
Why is there no category displayed or list of values for the category feld in
the purchase order you are creating?
Lou must also create categor codes for our items. Then create a )ategor
set for $urchasing controlled at the master level. Assign our items to a
categor code and the $urchasing categor set ou have created. )onfrm
that in *efault )ategor Sets the $urchasing application points to the
$urchasing )ategor set. This will populate the categor and description
when the item number is selected at the $% line level.
# have enabled POA*#D$S D22 with a conte%t feld capitalAe%penseA5ag as
reference/ # now receive )PP&2DD&77IJI error in $nter =uotations form/
This *== is based on $%ND,6>SNADD table. The 9uotation lines as well as the
$% lines share this table as the base, as well as share the same *==. =ield
capitalNe2penseN3ag is not present in 9uotations form. Therefore ou ma
not use this feld as the reference feld for $% Dines *==. %ther felds which
ou ma not use include: ,nspectionNRe/uiredN=lag,
,temN)lassNDookupN)ode, DistN$riceN$erN+nit, 6egotiatedNFN$reparerN=lag,
ReferenceN6um, Ta2ableN=lag.
What is the di9erence between the agreed amount and the amount limit felds
while entering a contract purchase agreement and issues related to these
felds?
!. The agreed amount feld at the header level is copied to the amount limit in the terms
and conditions block. This is also the amount that is printed on the blanket agreement
and represents the contract amount between ou and the vendor.
?. The amount limit feld will restrict the cumulative releases applied to this purchase
agreement from e2ceeding the specifed dollar amount entered here. The value of this
feld must be e/ual to or greater than the agreed amount feld. This column is used for
release approval amount validation. ,f the total cumulative releases e2ceed this amount
approval will fail. The purpose of this feld is to allow user to set a higher approval
amount limit than the amount agreed.
:ou are unable to view the PO from the #nvoice -atch window/ #t gives an
error8 )PP&GG++8 DO '$CO'DS -$$. :O1' S$)'C! C'#.$'#)/
This could happen if the document securit setup of $% does not allow this user to
access the $%. 4 Lou need to ensure that user is set to Fuer in the $urchase %rder, or 4
Lou need to alter the setup 0Securit Devel1 to $ublic.
What is the di9erence between POA*#D$A#D and *#D$AD1- in the table
POA*#D$SA)**?
$%ND,6>N,* is the uni/ue sstem generated line number invisible to the user. D,6>N6+'
is the number of the line on the $urchase %rder.
What0s the di9erence between the due date and close date on the '2=?
>nter the *ue *ate when ou want our suppliers to repl. $urchasing prints the repl
due date on the R=9. $urchasing notifes ou if the current date is between the R=9
repl due date and the close date and if the R=9 is Active. $urchasing knows that a
supplier replied to an R=9 if ou enter a /uotation for this supplier referencing the R=9.
>nter the )lose *ate for the R=9. $urchasing prints the close date on the R=9.
$urchasing notifes ou if the current date is between the R=9 repl due date and the
close date and if the R=9 is Active. $urchasing warns ou when ou enter a /uotation
against this R=9 after the close date.
When does a Purchase Order line get the closure status of 0Closed for
'eceiving0?
$urchasing automaticall closes shipments for receiving and invoicing based on controls
that ou specif in the $urchasing %ptions window. %nce all shipments for a given line
are closed, $urchasing automaticall closes the line.
When does a Purchase order get the status of 0Closed0?
Chen all lines for a given header are closed, $urchasing automaticall closes the
document.
What is the use of list price and market price on Purchase Order?
,f ou have entered an item, $urchasing displas the list price for the item. Lou can
accept the default list price or change it. Lou can use this feld to help evaluate our
buers. $urchasing uses the list price ou enter here in the savings analsis reports.
Savings Analsis Report 0F Fuer1 and Savings Analsis Report 0F )ategor1. ,f ou
enter an item, $urchasing displas the market price for the item. +se this feld to help
evaluate our buers. $urchasing uses the price ou enter here in the savings analsis
reports if ou do not provide a value in the Dist $rice feld.
What is the signifcance of the felds 0)llow Price override0 and 0Price limit0?
=or planned purchase orders and blanket purchase agreements onl, check Allow $rice
%verride to indicate that the release price can be greater than the price on the purchase
agreement line. ,f ou allow a price override, the release price cannot e2ceed the $rice
Dimit specifed on the line. ,f ou do not allow a price override, the release price cannot
e2ceed the +nit $rice. Lou cannot enter this feld if the line tpe is amount based. ,f ou
allow price override, enter the $rice Dimit. This is the ma2imum price per item ou allow
for the item on this agreement line.
What is the di9erence between the control actions 0On !old0 and 02ree>e0 for a
Purchase order?
Lou can place a $urchase order .%n hold. onl at the header level. This un4approves the
purchases order while preventing printing, receiving, invoicing, and future approval until
ou remove the hold. Lou can .=ree<e. onl at the header and release level. Lou free<e a
$urchase order when ou want to prevent an future modifcations to the $urchase
order. Chen ou free<e a $urchase order, ou can still receive and pa for goods ou
alread ordered.
What is the di9erence between the 2ield 02irm0 in the 0.erms and Conditions0
window and in the alternate region 0more0 in the PO shipments?
The =ield .=irm. in the .Terms and )onditions. indicates that the $urchase order is frm.
=irm our purchase order when ou want to indicate to 'aster Scheduling7'R$ or our
manufacturing application that it should not reschedule this purchase order. The =ield
.=irm. in the alternate region .more. in the $% shipments indicates that the $urchase
order shipment is frm. =irm our purchase order shipment when ou want to indicate to
'aster Scheduling7'R$ or our manufacturing application that it should not reschedule
this purchase order shipment.
1nable to open the Purchase Orders form due to error8 :ou are not setup as
an employee/
The error is referring to the Fuer form setup in the $urchasing module. The emploee
setup might state that the hold a Fuer position or job. Bowever, in order to access the
$urchase %rders or Autocreate form ou must defne the emploee in the Fuer form
0Setup7$ersonnel7Fuers1. Also, ensure the emploee name is defned in the emploee.s
login information 0Sstem administrator7Securit7+ser7*efne1
Also ensure the following profle options at the site, application, responsibilit and user
level are set to the correct value:
BR: Securit $rofle
BR:Fusiness Iroup
'%: %perating +nit
!ow do # change the Supplier on a saved or approved PO?
The sstem does not allow Supplier update on a saved or approved $%. Lou will need to
cancel the $% and create a new $% with the correct Supplier.
# have accidentally cancelled a PO/ !ow can # uncancel?
The Sstem asks for our confrmation before canceling a $%. )anceling is not a
reversible process. Lou cannot retrieve back a cancelled $%.
Can # setup a di9erent Purchase Order type default for the PO form?
The $urchase %rders form alwas defaults a $% tpe of .Standard $urchase %rder., and
there is no setup, which can change this. Although the default value cannot be changed,
the user can overwrite the defaulted tpe once the >nter $% form is opened.
.he #tem is setup in the item master but is missing from the item *ist of
?alues/
Lou should check the =inancial %ptions setup and ensure in the alternate region <one
Supplier4$urchasing that ou have in the ,nventor %rg the correct organi<ation. The
majorit of %racle customers have this set to their ,tem 'aster for the best results.
Selecting another organi<ation limits items and related activit to that specifc org. Cith
the broad selection of item master the client will have greater functionalit across
multiple organi<ations.
!ow do you change the unit price on a PO line once the line has been received
or invoiced?
%racle $urchasing will not allow unit price update on ,nventor line items when the line
is received or billed because accounting transactions have alread taken place. The
di5erence between the $% price and invoice price will be recorded in the ,nvoice $rice
;ariance Account, which will show up on the ,nvoice $rice ;ariance report. ,f ou have
mistakenl entered the incorrect price on the $%, then ou can workaround this b
canceling or backing out the invoice and processing a return on the receipt, which will
allow unit price update.
Can the original Purchase Order can be viewed in any way3 for a revised
Purchase Order?
The original version of a revised $% cannot be viewed from the $% form or $% summar
form. ,nformation on the original $% is stored in the $%NB>A*>RSNAR)B,;> and
$%ND,6>SNAR)B,;> tables, and can be obtained through S9D, using the $%NB>A*>RN,*
column as a common reference.
Where is the automatic numbering for Purchase Orders defned and
maintained?
,t is defned in $urchasing %ptions window. The navigation is:
Setup7%rgani<ations7$urchasing %ptions, 6umbering alternate region.
Why is my Purchase Order closing before a receipt is processed?
)heck the Receipt )losed Tolerance and the 'atching setup. ,f 'atching is set to e/ual
?4wa, the $% will close once the $urchase %rder is approved. ,f the line of the $urchase
%rder is received within the tolerance the line will close.
Create a Purchase Order/ #nput the !eader and *ine information and fnd that
the Shipments button at the bottom of the form is grayed out/
Setup the Receiving %ptions to enable the Shipment Futton in the $urchase %rder form.
6avigation: Setup 448 %rgani<ations 448 Receiving %ptions. %nce set4up these options
for our %rgani<ation ou will have the Shipments button enabled. >nsure that the
$urchasing %ptions and =inancial %ptions are defned for our %rgani<ation.
)ccessing the Purchase Order entry screen and getting the error8 )PP&GG+
;$.AW#DDOWAO';ASOB 77 O')&G74 Do Data 2ound/
Attach the correct %perating +nit to the responsibilit F. *efne $urchasing %ptions ).
*efne =inancial %ptions.
When # enter a new PO3 the Preparer is always defaulted as the buyer/ Why
am # unable to change it?
+ncheck the check bo2 .>nforce Fuer 6ame in the $urchasing %ptions. Setup
48%rgani<ation 48 $urchasing %ptions 0Alternative region .)ontrol.1 .
Why is there no category displayed or list of values for the category feld in
the purchase order you are creating?
Lou must also create categor codes for our items. Then create a )ategor set for
$urchasing controlled at the master level. Assign our items to a categor code and the
$urchasing categor set ou have created. )onfrm that in *efault )ategor Sets the
$urchasing application points to the $urchasing )ategor set. This will populate the
categor and description when the item number is selected at the $% line level.
# have enabled POA*#D$S D22 with a conte%t feld capitalAe%penseA5ag as
reference/ # now receive )PP&2DD&77IJI error in $nter =uotations form/
This *== is based on $%ND,6>SNADD table. The 9uotation lines as well as the $% lines
share this table as the base, as well as share the same *==. =ield capitalNe2penseN3ag is
not present in 9uotations form. Therefore ou ma not use this feld as the reference
feld for $% Dines *==. %ther felds which ou ma not use include:
,nspectionNRe/uiredN=lag, ,temN)lassNDookupN)ode, DistN$riceN$erN+nit,
6egotiatedNFN$reparerN=lag, ReferenceN6um, Ta2ableN=lag.
What are the di9erent authori>ationAstatus can a re"uisition have?
Approved, )ancelled, ,n $rocess, ,ncomplete, $re4Approved, Rejected, or Returned.
Can an approved re"uisition be viewed in the 'e"uisition form?
6o, an approved re/uisition cannot be viewed in the Re/uisition form. Approved or ,n
$rocess re/uisitions can onl be viewed in the Re/uisition Summar form. %nl
Re/uisitions, which have ,ncomplete, Returned, and Rejected status, can be viewed
from >nter Re/uisition form.
Can an approved re"uisition be revised?
An approved re/uisition can be revised using the )hange Re/uisition process in
i$rocurement.
Why is there no list of values for items in the re"uisition form after they have
been defned in the item master?
The list of values should be available. $lease review Supplier4$urchasing information for
the =inancial %ptions to ensure the correct organi<ation has been selected for the
,nventor %rg. Setup48 %rgani<ations48=inancial %ptions48Supplier4$urchasing
#s the Supplier item feld a validated feld?
6o, the supplier item feld is not a validated feld. ,t is for reference onl.
!ow can you have specifc 'e"uestor defaulted on 'e"uisition form?
,n order to have a specifc re/uestor default onto the re/uisitions form, the user will
have to set the following in the user will have to set the following in the user.s
re/uisition preferences. 6avigation: 7$urchasing 48 Re/uisitions 48 Re/uisitions Io to
special 48preferences )lick in the re/uestor feld )hoose a re/uestor from the list of
values )lick the .appl. button, a message . new preferences now in e5ect.. )lose the
re/uisitions form Re4open the re/uisitions form )lick in the lines region, the re/uestor
from re/uisition preferences should appear in the re/uestor feld. The re/uisition
preferences are onl valid while working on it , user needs to re enter re/uisition
preferences each time he starts the applications.
Can # change the item number in re"uisition lines after saving the record?
+ser is not allowed to change the item number of a saved record in %racle $urchasing
Re/uisition =orm. ,f user fnds that the item entered b him in a saved record is wrong
then he has to delete that record and enter a new record for the re/uired item. +ser is
allowed to change the Tpe, *escription, +%', 9uantit, $rice, 6eed b date in a saved
record in the >nter Re/uisition form. Also he can change the item categor if item
number of the saved record in the >nter Re/uisition =orm is 6+DD.
What all control actions # can perform on a re"uisition through Document
control window?
)ancel and =inall close.
What is the authori>ationAstatus of a re"uisition after 2inally closing it?
Chen we fnall close the re/uisition from Re/uisition Summar form the
authori<ationNstatus of the re/uisition does not change. ,nstead it.s closedNcode
becomes .=,6ADDL )D%S>*..
Can # cancel or fnally close any re"uisition from Document Control Window?
6o. $urchasing lets ou cancel or fnal close a re/uisition or re/uisition line before our
manager approves it or before a buer places it on a purchase order. 6o control actions
can be performed on an ,ncomplete re/uisition. Lou cannot =inall close a .$re4
Approved. Re/uisition.
What happens if the re"uisition cancelled of fnally closed through Document
Control Window and encumbrance is on?
,f ou are using encumbrance or budgetar control, $urchasing automaticall creates
negative debit encumbrance entries for the cancelled re/uisitions. Chen ou fnal close
a purchase order, $urchasing creates credit entries which reverse the encumbrances.
!ow can # confrm that my re"uisition has suKcient funds?
Io to 0'1 Special48)heck for funds.
!ow to fnd out which sales orders are linked to a Purchase Order?
,n Re/uisition Summar form 0'1 Special48 ;iew $urchase %rder. ,n the .Special. 'enu
itself ou can see the option. ;iew Sales %rder..
What does the status Pre&)pproved mean3 and how does a document reach
this status?
The status of $re4Approved is the outcome of a person forwarding a document for
approval even though the forwarding person has the necessar authorit to approve it.
The document ma have been forwarded b mistake or for business reasons. ,t is not
possible to perform a receipt against a document with a status of $re4Approved.
When you try to 0Save0 a re"uisition3 the following message appears8
POA)**APOS.#D;AD)/
This happens when ou do not have a valid code combination for the accounts
defaulting on the distribution account. >nsure that the account has a valid code
combination.
While forwarding re"uisition for approval3 error )PP&G76I8 1ser e%it po
fndAforward returned error/
There is no =orward 'ethod specifed in the setup. The =,6*N=%RCAR* function cannot
fnd an rules to determine the forward to person. 6avigate to the *ocument Tpes
=orm 0$%VST**T1 in $urchasing Responsibilit. Setup 48 $urchasing 48 *ocument Tpes.
Select the document tpe of Re/uisition 0,nternal or $urchase1 and make sure that the
feld .=orward 'ethod. is not blank. ,f it is blank, set it to either Bierarch or *irect, then
save.
1nable to enter Pro<ect information on the Distribution line of a 'e"uisition/
Lou cannot enter project information for inventor destinations 0unless ou have $roject
'fg installed1. Setting *estination Tpe : >2pense will resolve the problem. Lou will
then be able to enter information in the remaining $roject related felds.
When a re"uisition is autocreated to a purchase order3 supplier information is
not populated in the purchase order header/
This happens when a re/uisition number is entered in the =ind Re/uisition Dines window
and document is autocreated. Fut if ou enter the re/uisition number and supplier
details in the =ind Re/uisition Dines window and autocreated the document to purchase
order. The purchase order now contains supplier details in the purchase order header.
Supplier information at the re/uisition level is actuall a suggested Supplier, and the
buer has an option to decide which supplier to pick on the $% header. Also, if ou tr to
Autocreate multiple re/uisitions with di5erent Suppliers Autocreate would not know
which supplier to use. Bence the vendor information cannot be defaulted. This is the
standard functionalit of %racle Applications. Corkarounds: ! 4 >nter the suggested
supplier on the .=ind Re/uisition Dines. Search )riteria window and this is populated on
$% header when autocreated. ? 4 >nter the supplier information in the .Select $urchase
%rder. <one.
.he system does not allow you to change the Price and ( or "uantity of an
approved 'e"uisition line before )utoCreating a Purchase Order/
Chen ou are using >ncumbrance Accounting, b enabling the Fudgetar )ontrol 3ag
for a set of books, the sstem automaticall creates encumbrances from Re/uisitions,
$urchase %rders and other transactions originating from modules such as $urchasing O
$aables.
,n this case, the funds are checked at the Re/uisition Devel. Lou cannot change the $rice
and 9uantit once the re/uisition has been approved. This is the Standard functionalit
of %racle Applications.
After Autocreating a $urchase %rder, ou can change the /uantit and price.
Cannot fnd a Document in the Dotifcations form which has been forwarded
by an intermediate )pprover/
Several things with %racle Cork3ow can cause documents to be stuck .in process.,
however, this particular issue deals with duplicate data in our BR sstem.
+sing our SsAdmin responsibilit, navigate to Securit448+ser448*efne and perform a
/uer on the $erson feld using the emploee name of the approver ou are tring to
forward the document to.
This should return a record for onl ! user. ,f the emploee is assigned to more than !
user name, Cork3ow will not know who to deliver the notifcation to and the document
will hang with a status of .in process..
:ou are allowed to update 0Destination .ype0 from 0#nventory0 to 0$%pense0 in
the re"uisition form/
,f ou setup destination tpe as E,nventorE in the item setup and in the Re/uisitions
form if ou change the destination tpe to E>2penseE, then this will override the
destination tpe setup in item setup. The *estination tpe will carr over from the
Re/uisition into the $urchase %rder when autocreating.
Clicking on the *O? to select an employee to forward the document gives
error82'-&GL478 *ist Of ?alues contains no entries/
Lou need to run the following s/l:
S9D8select canNpreparerNapproveN3ag, defaultNapprovalNpathNid
from poNdocumentNtpesNall
where documentNtpeNcode : .R>9+,S,T,%6.Q
,f the results return a 6+DD value for canNpreparerNapproveN3ag then ou need to
perform the following: 6avigation: $urchasing 48 Setup 48 $urchasing *ocument Tpes.
,n the document window tpe window use Re/uisition in the tpe feld. >nable E%wner
)an ApproveE check bo2 save it disable it save it and enable it. This is to set the 3ag
accordingl. 6ow save the record. 6ow when ou enter a re/uisition and forward the
re/uisition for approval ou can have D%; in the forward feld.
.he re"uisition can be saved without the need&by date feld being populated/
Dine items that are put on re/uisitions must be planned. ,t is necessar that the items
are planned in order for the need4b date to be enforced.
Step4b4step solution:
I+, 4 9uer the item in the ,tem 'aster
4 )hoose the Ieneral $lanning sub4region
4 'ake the item planned
)har 4 6avigate 4 ,tems 4 +pdate
4 9uer item
4 ,n ,tem *etails region choose select
4 'ake the item planned
#n the $nter Purchase Order form and in the $nter 'e"uisitions form3 the *ist
of ?alues in the #tems feld is not retrieving some of the items/
,n the >nter $urchase %rder form and the >nter Re/uisitions forms, the Dist of ;alues
0D%;1 in the ,tems feld is not based on what organi<ation our purchasing responsibilit
is pointing to. ,nstead, it is based on the ,nventor %rgani<ation entered in the =inancial
%ptions form under Supplier 4 $urchasing. ,n the >nter $urchase %rder form and the
>nter Re/uisitions forms, the Dist of ;alues 0D%;1 in the ,tems feld is not based on what
organi<ation our purchasing responsibilit is pointing to. ,nstead, it is based on the
,nventor %rgani<ation entered in the =inancial %ptions form under Supplier 4
$urchasing. )hanging the ,nventor %rgani<ation defned in the =inancial %ptions to the
,tem 'aster organi<ations will permit ou to select those items.
.he items with destination type as #nventory have the destination type as
$%pense defaulting in the $nter 'e"uisitions form/
The defaults do not come in for a re/uisition, if the invNorgani<ationNid column is blank
in BRND%)AT,%6S table and does not get populated. The invNorgani<ationNid is linked to
location and this in turn is linked to emploee and which e2plains wh when ou enter
the item in re/uisition form the organi<ation and Ship4To Docation feld were not get
populated and therefore the destination tpe was not coming as inventor. Lou have to
populate invNorgani<ationNid in BRNlocations table which will resolve the problem.
What is Center&*ed Procurement?
)enter4Ded or )entrali<ed $rocurement is new functionalit delivered in !!.A.!" or
Suppl )hain =amil $ack W. ,n !!.A.G or $rocurement =amil $ack ,, buers are able to
leverage Flanket $urchase Agreement prices across operating units but $urchase %rder
creation is onl possible in the operating unit where demand originated.This new
functionalit allows procurement operations to be run and maintained from a single
location sometimes referred to as a Shared Service )enter. $urchase %rder creation can
be performed in one central operating unit and then received b another operating unit
where the re/uisition was raised.
,n !!.A.!"7R!?, Ilobal Agreements can be either Flanket $urchase Agreements or
)ontract $urchase Agreements with a supplier that can shared between operating units.
These documents can then be used for automatic sourcing of re/uisition demand from
an enabled business units. As Receipting occurs in di5erent operating unit to the
$urchase %rder, transactions such as receipts, invoice matches or paments
automaticall initiate the appropriate cost transfer or inter4compan invoicing
accounting transactions based on the rules defned in the fnancial relationship between
the $rocuring and Re/uesting operating units.
What are the setups steps re"uired for Center&*ed Procurement?
The following setups are re/uired:
0i1 ,n %racle ,nventor, defne transaction 3ows. Transaction 3ows defne the
procurement relationship between di5erent operating units. See .Transaction Setup. in
the %racle ,nventor +ser Iuide.
0ii1 Set BR: )ross Fusiness Iroups profle to Les.
0iii1 *efne a supplier site for the supplier in both Re/uesting and $rocuring %perating
+nits.
0iv1 )reate an approved Ilobal Agreement in the $rocuring or 6egotiating %perating
+nit.
)reate a blanket purchase agreement or contract purchase agreement with
Ilobal checked.
>nable the Re/uesting organi<ations that can reference the global agreement
0Tools 8 >nable %rgani<ations1.
=or each re/uesting organi<ation, specif the $urchasing %rgani<ation and the
supplier site for the supplier.
0v1 )reate Sourcing rules, sourcing rule assignment set entries and ASD entries
manuall, or alternativel perform automaticall at at $urchase order submit form.
0vi1 )reate a Re/uisition against our global agreement in an organi<ation that is
enabled.
What are the Supported setups for Center&*ed Procurement?
)ross4%perating +nit $rocuring is 6%T supported when:
,nter4)ompan Transaction =low are not defned or valid
>ncumbrance is .%6. in either Re/uesting or $urchasing %perating +nits.
$roject7Task is specifed with e2pense destination.
Re/uisition line is ;', enabled 0see %racle ,nventor +ser Iuide1.
Re/uisition shipment has a consigned relationship 0see %racle ,nventor +ser
Iuide1.
*estination inventor organi<ation is %$' enabled 0See %racle $rocess
'anufacturing +ser Iuide1
,tem is not defned in the re/uesting or purchasing operating unit, destination
inventor organi<ation, or logical inventor organi<ation 0as defned in Transaction =low1
,tems must have attributes as documented as per ,ntercompan ,nvoicing Setup
section in ,nventor +ser Iuide 0 ie inventor item enabled, stockable, transactable,
cost enabled, etc1
=or Service Dine Tpes, if BR: )ross Fusiness Iroups profle : 6o then the Re/uesting
and the $urchasing %perating %rgani<ations must be in the same business group.
#s there any additional setup re"uired for iProcurement?
6o. i$rocurement uses $urchasing setups to correctl source re/uisitions raised.
Fulkloaded catalog items in i$rocurement can leverage )enter4Ded functionalit when
suppliers are associated with Ilobal )ontract Agreements.
Q1. What are Reminder notifications?
Once an approver does not respond to an approval notifcation for quite sometime, then
a reminder notifcation can be sent out to the approver. You can send up to two
reminders to an approver using the Timeout feature. You can also specify that after a
certain period of time, the document be forwarded automatically to the next approver in
the hierarchy. This feature is setup by changing the Purchase Order (PO) and/or
Requisition approval workfow in Oracle Workfow Builder.
Q2. How do you setup the timeout feature?
In Oracle Workfow Builder, open the "PO Approval" workfow (for purchase orders) or
the "PO Requisition Approval" workfow for requisitions. To enable the Timeout feature
in the PO Approval workfow, modify the following activities in the Notify Approver sub
process by entering a Timeout period in their Properties windows:
Approve PO Notifcation, PO Approval Reminder 1, and PO Approval Reminder 2.
To enable the Timeout feature in the PO Requisition Approval workfow, modify the
following activities in the Notify Approver sub process by entering a Timeout period in
their Properties windows: Approve Requisition Notifcation, Requisition Approval
Reminder1, and Requisition Approval Reminder2. Refer to Note 124695.1 for more
details on the implementation steps.
Q3. Any prerequisite for timeout to work?
The Workfow Background Process must be running for the reminder notifcations to be
generated. The background process must be set to run periodically if you want the
reminders to be regularly generated. Run this program with parameter "Timeout" set as
"Yes", and "Item Type" parameter as "PO Approval Process" or "PO Requisition
Approval Process" whichever is appropriate.
Q4. How do you enerate the notifications for the documents that need to !e started up in
appro"a# yet?
You can run the Send Notifcations For Purchasing Documents program to search for
documents that are incomplete, rejected, or in need of re-approval and send
notifcations to the appropriate people informing them about the documents' status. A
new notifcation will not be generated if a previous one is still active.
Q$. What are the different types of reminders that the notifications can !e sent for?
When the Send Notifcations For Purchasing Documents program is run, notifcations
are generated regarding the following situations:
- POs and requisitions are Incomplete, Rejected or may require re-approval.
- POs and Releases require acceptance and acceptance is not yet received.
"Acceptance past due" notifcations is sent if the acceptance required date is over and
no acceptance is entered by this date.
- RFQ's and Quotations are in status of In Process.
- Active RFQ approaching expiration i.e. current date is between Due Date and Close
Date.
- Active Quotation approaching expiration.
Q%. Are the documents automatica##y forwarded to the ne&t appro"er in the hierarchy when
an appro"er does not respond to the fina# reminder notification?
The purchase order approval will look for the next approver in the hierarchy. This does
not work the same way in requisitions. The Requisition Approval process builds a list of
approvers when a requisition is submitted for approval. When the notifcation times out it
only look at this Approval list and not the PO hierarchies as in the case of purchase
orders.
Q'. Why the (end notifications for )urchasin documents proram enerates *Acceptance
past due* notifications when purchase orders ha"e a#ready !een accepted?
In order for the "Send Notifcations for Purchasing Documents" program to not send
reminder notifcations that documents have not been accepted by their acceptance due
date, the purchase order or release must have its latest revision accepted.
Q+. ,oes the (end notifications for )urchasin documents proram enerate a notification to
the preparer indicatin a specific action to take?
This program is designed to pick up all the documents which are Incomplete, Requires
Reapproval, Rejected and Returned and send a standard notifcation reminding user
that the document is pending for his action. The notifcation message is displayed
irrespective of the status of the document. What action the user needs to take can be
determined only after opening the document.
Where does 'eceiving )ccount information get derived from?
There are ? new felds: *estination )harge Account and *estination ;ariance Account,
in the $urchase %rder and $urchase %rder Summar forms at *istribution level. These ?
accounts are derived b the $% Account Ienerator Cork3ow, the correspond to
accounts valid to the Receiving %rgani<ation 0Re/uesting %rgani<ation1. ,nter4compan
invoice transactions will occur automaticall after receipt and deliver.
#s it possible to manually )utocreate 'e"uisitions using the )utocreate 2orm?
Les. Re/uisitions that are available for Autocreation are viewable onl in a responsibilit
tied to the operating unit where Re/uisition is created. Lou can select to manuall
autocreate and choose the Ilobal Flanket $urchase Agreement0F$A1 to autocreate
against. The $urchasing %rg 0where $urchase %rder will be created1 can be selected
however this will depend on Supplier Site on Re/uisition and >nabled %rgani<ations on
the F$A.
Why is the Purchasing Organi>ation *O? in )utocreate 2orm showing no
values?
>ncumbrance is enabled in the current operating unit 0Re/uesting %rgani<ation1.
>ncumbrance must be disabled for )enter4Ded $rocurement. 0 6ote this is also true for
Release !?1
=/ Do we need to perform additional setups in -O)C after upgrade
to 'G+ to retain the multi&org setups that e%isted prior to the
upgrade?
)8 ,f ou do not wish to implement the features provided in R!? b '%A),
there are no additional setups re/uired. '%:%perating +nit is preserved
through the upgrade, so if it was set in a previous release, it will still be set in
R!?.
=/ Do we need to perform additional setups in -O)C after upgrade
to 'G+ to retain the single&org setups that e%isted prior to upgrade?
)8 'ulti4org is re/uired for Release !?. Lou will be re/uired to enable multi4
org to upgrade to Release !?. This does not mean ou will need to create
multiple operating units. Lou must enable multi4org and defne at least one
operating unit. %nce ou enable multi4org, %perating +nit ,* 0orgNid1 will be
populated in all the relevant tables.
=4/ #f -O8 Security Profle is confgured3 does the user also need to
set -O8 Operating 1nit3 or is it optional? #f both are set then what
would be the implication?
)8 '%: Securit $rofle takes precedence over '%:%perating +nit. So, if ou
set '%:Securit $rofle, that is what will be used. ,f '%:Securit $rofle is not
set, then '%:%perating +nit will be used.
=/ .he security profle was modifed3 why did the user0s access not
change per the modifcation?
)8 This could happen if value of '%:Securit $rofle references another
securit profle and7or .Securit Dist 'aintenance. concurrent program was
not run after modifing the securit profle. Also, BR: Securit $rofle takes
precedence over '%:Securit $rofle. ,f the organi<ation included in the
securit profle is a operating unit as well as a business group, kindl un4
check the option .>2clude Fusiness Iroup. from the securit profle.
=/ When attempting to navigate to form(page3 the application shows
the error 0you do not have access privilege to any operating unit0
even though you had set the users security profle/
)8 >rror is because the securit profle has not been set correctl for the
user. $lease verif the following again.
!. '%:Securit $rofle assigned to the user.s responsibilit
?. %perating units have been assigned to the securit profle
@. .Securit Dist 'aintenance. concurrent program has run successfull.
=I/ Does -O)C enable users to create purchase orders in another
operating unit simply by choosing an operating unit while "uerying
the )utoCreate form3 and choosing a re"uisition from another
operating unit3 without having defned a transaction 5ow between
the procuring organi>ation and the receiving organi>ation?
)8 ,t is mandator to defne a transaction 3ow between the procuring
organi<ation and the receiving organi<ation before using this feature.
=/ !ow is 'eceiving supported across multiple operating units in
'elease G+?
)8Chen the Receipts form is opened, the list of values 0D%;1 will be
displaed of the inventor organi<ations which are available to the user
through the securit profle. Receiving forms unlike other transaction
entr forms in %racle $urchasing, does not make it mandator for the user
to choose an operating unit even after selecting the inventor organi<ation
to receive the shipment. +ser will still be allowed to change to an operating
unit which ma not necessaril include the inventor organi<ation chosen
initiall. =or eg. if '! is an inventor organi<ation which is not included in an
operating unit .;ision )ommunications 0+SA1., and if '! is chosen initiall as
the receiving inventor organi<ation, user is still allowed to select the
operating unit conte2t as ;ision )ommunications 0+SA1. This is an intended
feature in Release !?.
=/ Why is it that the 'eceiving .ransaction Processor3 unlike other
Purchasing concurrent re"uests3 enforces operating unit as a
mandatory parameter in 'elease G+?
)8The Receiving Transaction $rocessor is a multi4org concurrent program. A
single receipt can be created for shipment lines destined for the same ship4to
organi<ation and belonging to di5erent operating units. A purchase order, for
e2ample, is from a single operating unit.
=/ #f a transaction is entered by mistake in an incorrect operating
unit Mthe security profle of the user allows transaction entry in
multiple operating unitsN3 what should be the ne%t step?
)8$lease cancel7delete7reverse the transaction. This is a user error. Sstem is
behaving as intended.
/ Why are some customi>ations not working after upgrading to
'elease G+?
)8 The ;irtual $rivate *atabase 0;$*1 feature has replaced )D,>6TN,6=% 0%rg
)onte2t1 function in multi4org Architecture. All calls made to %rg )onte2t
function will no longer work in R!?. $lease refer to
the Note.374398.1and Note.396750.1for additional R!? resources and custom
code migration. This ma not address all our re/uirements for writing
custom code for '%A) or ;$*. $lease also review the public A$,.s 0starting
ke words moNglobal1 available 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 $re4Approved is the outcome of a person forwarding a
document for approval even though the forwarding person has the necessar
authorit to approve it. The document ma have been forwarded b mistake
or for business reasons. ,t is not possible to perform a receipt against a
document with a status of $re4Approved. The approver to whom the
document was forwarded must frst approve it.
Also $re4Approved status can be achieved when using >ncumbrance
accounting and the document is authori<ed for approval but funds have not
et been reserved for it. >ven if someone with suRcient approval authorit
approves the document, its status will still be $re4Approved if funds were not
able to be reserved at the time of approval. %nce funds are reserved for the
approved document, the document status changes to Approved.
Another cause for $re4Approved status is b importing .Approved. re/uisitions
with encumbrance on. The re/uisition import process will force status to .$re4
Approved., re/uiring user to take the reserve action.
What is the difference !etween ,/R012 and H/0RAR1H3 forwardin methods?
A: The document forwarding method is selected in the *ocument Tpes form:
Responsibilit: $urchasing Super +ser
6avigation: Setup 48 $urchasing 48 *ocument Tpes
The two choices for the document forwarding method are *irect and
BierarchQ both options are alwas available regardless of whether $osition
Bierarchies 0positions1 or >mploee4Supervisor Relationships 0jobs1 are being
used.
A. *irect =orwarding 'ethod : +sing this forwarding method, at the time
which a document is submitted for approval, validation will occur up the
approval chain until an approver is located that has the abilit to approve the
document in /uestion.
4 ,f $osition Bierarchies are being used, then the validation will occur against
positions listed in the position hierarch specifed in the document approval
window. %nce a position that has approval authorit has been located, the
sstem will locate the emploee assigned to this position and designate him
as the =orward4To. The selection of the emploee is based on alphabetical
conte2t.
4 ,f >mploee7Supervisor Relationships are being used, then validation will
occur against, frst, the supervisor.s job of the emploee submitting the
document for approvalQ then, if that supervisor does not have authorit, the
sstem will look to the supervisor.s supervisor. The validation process will
continue up this emploee7supervisor chain until an approver with the proper
authorit is located.
F. Bierarch =orwarding 'ethod +sing this forwarding method, validation is
not performed to locate the ne2t possible approver with suRcient authoritQ
the documents will simpl route to each person in the approval chain. The
document, once submitted for approval, will move to either the person
assigned to the ne2t position in the position hierarch if positions are being
used, or the emploee.s supervisor if emploee7supervisor relationships are
being used.
The ke di5erence between the two options is that *irect forwarding will
move the document to the frst person with authorit to approve, whereas
Bierarch will simpl move the document to the /ueue of the ne2t emploee
in the approval chain, whether that person has the approval authorit or not.
=or more detailed information on topic refer to the $urchasing Setup of
Approval Bierarchies Troubleshooting 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 tpe sets the ma2imum limit for an approval actions
taken b the user whom the approval group applies to. ,f multiple *ocument
Totals are specifed, the restriction will be to the *ocument Total, which is the
lowest.
The Account Range also allows for a document total which is then tied to a
specifc range of accounts listed on the same line. ,t is possible to have
di5erent account ranges with di5erent amount Dimits. This allows the same
user to have a di5erent dollar7account limit. ,t is mandator to have an
account range specifed in each approval group defned. F default, if there
is not an account range defned, all accounts will then be e2cluded from the
document approval process, which means that the documents will not have
an abilit to become approved.
6ote: Cithin the account ranges called out in the Approval Iroups form the
format and number of places within a segment must match the charge
account segment structure. =or e2ample, the segment E""""E is not going to
match segment E"""""E as the number of places are not e/ual.
What is the sinificance of usin 5o!s or positions. and what effect wi## choosin one or the
other ha"e on the document appro"a# routin?
A: The choice of whether or not jobs or positions are going to be used is
made at the operating unit level within the =inancial %ptions form.
Responsibilit: $urchasing Super +ser :
6avigation: Setup 48 %rgani<ations 48 =inancial %ptions select the Buman
Resources alternate region
,f the option +se Approval Bierarchies is checked, then positions and position
hierarchies are going to be utili<ed for the operating unit in /uestionQ if left
unchecked, emploee7supervisor relationships will be used for the approval
hierarch routing path.
6ote: ,f positions are being used, then position hierarchies will need to be
created as the are going to be the roadmap for document approvals. ,f jobs
are being used, then the emploee7supervisor relationship will serve as the
roadmap.
What is the difference !etween archi"in on Appro"e "ersus )rint?
A: The archiving method determines at which point revision data will be
written to the document archive tables. Archive on Approve designates an
update to the $urchasing archive tables at the time of document approvalQ
each time a revision is made to a document and the document enters a
Re/uires Re4approval state, the new revision information will be archived at
the time the document is approved again. Archive on $rint designates an
update to the document archive tables at the time the purchase order is
printed.
The following graph illustrates the di5erence between the two settings. The
Archive Rev columns denote the highest revision of the purchase order
currentl residing in the purchase order archive tables. The )urrent Rev
columns denote the current revision level of the purchase order, as seen in
the header region of the $urchase %rders 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: Sometimes, a document ma still have a status of ,ncomplete after an
attempt to approve the document has been madeQ this indicates a failure in
the validation of the approval authorit for the document creator, along with
the inabilit to locate an emploee with the proper authorit to forward the
document. See Troubleshooting $urchasing *ocument =or ,ncomplete
Approval Status 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 blanket purchase agreementQ instead, it validates
against the Amount Dimit specifed in the Terms and )onditions window of
the $urchase %rders form. ,f this feld is left blank, then the release can be
for an amount. Therefore, it is imperative that the Amount Dimit feld be
populated with the same dollar amount as the Amount Agreed feld in the
header region of the $urchase %rders form, depending on the business
needs. ,t should also be noted that Release !!i also has introduced an
Amount Dimit feld that can be defned at the line level of the blanket
agreement.
/ am de#eatin the appro"a# of a )8 to someone who does not ha"e access to open this )8.
Wou#d he !e a!#e to appro"e it?
A: Since he has been .delegated. the approval authorit from ou, his
approval actions would be adjudged as if ou were taking those actions on
this document. Bowever, the document would remain inaccessible to him.
This is because b .*elegating., ou are onl allowing him to act on approval
decisions on our behalf, rather than also delegating him the access
authorit.
/ ha"e heard a!out somethin ca##ed A90 for appro"a#s in 11.$.1:. what is it and can / use it
on my ear#ier re#ease?
A: ,n %racle Applications !!.A.!" $rocurement has integrated with another
%racle $roduct called Approvals 'anagement >ngine 0A'>1 that can be used
for Re/uisition Approvals. The functionalit is available onl when using
>mploee Supervisor method for routing documents and is onl available for
$urchasing Re/uisitions at this time and onl for applications release !!.A.!".
A'> is a conditional and rules based sstem, where ou defne the rules and
conditions on how a document approval routes to the ne2t supervisor. =or
more information on A'> and %racle $rocurement please refer to the
following 'etalink 6otes and *ocumentation: !!.A.!" =A9 for Approvals
'anagement 0A'>1 ,ntegration =or i$rocurement and
$urchasing Note:293315.1
/ ha"e heard of )80RR8R for impro"ed error hand#in. What is this feature?
A: ,ntroduced in !!.A.( $%>RR%R setup can be used for improved document
error handling. This feature automaticall resubmits documents stuck in the
status of .in4process. and failing because of *ocument 'anagement failures.
The failures include *oc 'gr >rror ! 0*ocument Approval 'anager Timeout1
or *oc 'gr >rror ? 0*ocument Approval 'anager 6ot Active1. This does not
handle *oc 'gr >rror @ failures 0>2ception in the *ocument Approval
'anager code1. See %racle $urchasing $%>RR%R Cork3ow Setup and +sage
Iuide Chite $aper Note:224028.1.
/s it possi!#e to define position hierarchies. which span across mu#tip#e operatin units?
A: 6ot before !!.A.G and also onl for emploee7supervisor based approval
routing, position hierarch based document approvals cannot go across
operating units. See $osition Bierarch: Approvals Span Across 'ultiple
%perating +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 blanket purchase agreementQ instead, it validates
against the Amount Dimit specifed in the Terms and )onditions window of
the $urchase %rders form. ,f this feld is left blank, then the release can be
for an amount. Therefore, it is imperative that the Amount Dimit feld be
populated with the same dollar amount as the Amount Agreed feld in the
header region of the $urchase %rders form, depending on the business
needs. ,t should also be noted that Release !!i also has introduced an
Amount Dimit feld that can be defned at the line level of the blanket
agreement.
What is #o!a# super"isor and how can / uti#i;e that for appro"a#s across !usiness roups?
A: This feature allows the user to forward a document 0$% or Re/1 to a
supervisor in a di5erent business group than the user. This is enabled when
the profle .BR:)ross Fusiness Iroups. is set to es. The action histor will
also show the details including the name of the person from the di5erent
business group. This functionalit is available on $rocurement =amil $ack =
0!!i.$R)N=$.=1 and above. =or more information please refer to: $urchase
Re/uisition Approval Across Fusiness Iroups 4 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 be able to approve as long as the have valid
assignments. Chen ou are altering our organi<ation structure b e2piring a
position, ou '+ST also make alternatives for the open assignments on this
position. This should be a part of our organi<ation structure migration
process. %nce ou have migrated completel to the new $osition Structure,
including the proper emploee4position assignments, run the =ill >mploee
Bierarch program. This would a5ect the $% Approval accordingl.
What type of document attachments can !e emai#ed with )urchase 8rders to (upp#iers?
A: ,n !!i!" and below onl 6otes to suppliers and Dong7Short Te2t
Attachments could be sent to the Suppliers. 6ow in Release !? 0R!?1 and
higher fles such as 0'sCord, *rawing etc.1 as well as +RDs can be sent.
,oes Appro"a#s 9anaement 0nine <A90= support para##e# appro"ers - where notifications
are sent out to mu#tip#e peop#e simu#taneous#y to speed up the appro"a# process?
A: Feginning in R!? A'> supports parallel approvers for re/uisition approval.