6/3/12 My Oracle Support | Knowledge Browser | 1423801.

FAQ's on Purchase Order Changes [ID 1423801.1]

Modified 22-MAY-2012 Type FAQ Status PUBLISHED

In this Document

Purpose
Questions and Answers

Applies to:
PeopleSoft Enterprise SCM eProcurement - Version 8.9 to 9.1 [Release 8.9 to 9]
PeopleSoft Enterprise SCM Purchasing - Version 8.9 to 9.1 [Release 8.9 to 9]
Information in this document applies to any platform.

Purpose

This document is a list of questions and the answers regarding changes on a Purchase Order (PO). These questions
may be on a Purchase Order that was created from a Requisition or online. Also included is question on Change
Orders to a PO, including PO's that have been received and/or vouchered.

Questions and Answers

Question Answer

1. A PO is created with Receiving Required and Standard The warning message was given because the Match Status
matching. The PO Qty for the line is 5 and not set as PO field is "Matched" on the Details for Schedule 1 page. If
Amount Only. PO is approved and dispatched a PO Schedule is Matched the Due Date value is not
2. A Receipt is created for the full quantity of 5 allowed to be changed. Therefore it is advised to add a new
3. A Voucher is created for the PO/Receipt for the full Schedule to the existing Line for the additional quantity and
quantity and matched enter the new Due Date.
4. A user then decides to increase the PO Qty (at line level)
and change the Due Date (at schedule level) on the same
PO line because they will order more of the same item and
it will arrive on a later date. Upon saving the PO the system
will generate the following error message:

"Schedule has b een matched. Cannot change the Due

Date on matched schedule (10200,474)"

The system will not allow a user to save changes to a PO
line if the PO line quantity is less than the vouchered
quantity. The user will receive the following error message.
"X has already b een received and accepted. (10200,54)
You cannot change the quantity to b e less than the quantity
that has already b een received and accepted."
You cannot reduce the PO quantity below the Vouchered
quantity. Selecting the Amount Only flag causes the
component to check the PO quantity vs Voucher quantity
which throws the error. It is advised to to increase the PO
Qty to equal the Voucher quantity, then change the price.
Consider using the Amount Only flag when creating a PO.

This can occur when for example you have a PO line for 1
each at $1,000.00, there are two vouchers and both are for
https://support.oracle.com/CSP/ui/flash.html#tab=KBHome(page=KBHome&id=()),(page=KBNavigator&i… 1/3
6/3/12 My Oracle Support | Knowledge Browser | 1423801.1
1 each at $100. In release 8.8 the users would check the
'Amount Only' flag on the PO line to work around this. We
cannot use the same workaround in current releases
because of changes to the application.

When lowering the Amount on a PO to equal the vouchered The PO was already fully liquidated. All the user needs to do
Amount the error message below is given. The message is is close the PO through PO Reconciliation (PO_PORECON)
given when the Voucher is marked as Finalized. process or run it via the Reconciliation Workbench.

"Error on line 1. Quantity on schedule 1 (XX.XX is not equal To validate that the PO had been finalized (fully liquidated)
to the sum of the Distrib utions XX.X. (10200,102)" you can query the following records:

PO_DISTRIB_LINE, the KK_CLOSE_PRIOR = Y

PO_LINE_DISTRIB, the KK_CLOSE_FLG = Y

Can you change the Description, Category or UOM (unit of
measure) on an adhoc (by description) PO line when it is
created from a requisition?
Only the Description can be modified on the PO. The
Category and UOM are not allowed to be changed for adhoc
(item by description) or established Items in the system
because the values needed to be consistent between
documents and Inventory for tracking purposes.

Can the Vendor Terms on a Purchase Order that is A header change is required in order to change the Vendor
dispatched be changed? Terms on a PO that is in a Dispatched status.

To create the Header Change, follow these steps:

1. Display the PO
2. Click the blue triangle located in the upper right had side
of the page
3. Now click the Vendor Details link
4. The Vendor Terms field is now available for change
5. The PO will need to be re-dispatched

Can the "Currency Code" be changed on a Purchase
Order that has a PO Status of Dispatched?
When a requisition is sourced to a PO and the PO Quantity
is reduced, the User did not receive a message about
resourcing the Requsition Quantity. The Quantity is now
available again to be resourced. Why?
Yes, you can change the “Currency Code” on the PO
Header Details page of a dispatched Purchase Order,
providing it has not been received and/or vouchered. If the
Purchase Order has been received and/or vouchered then
the "Currency Code" field on the PO Header Details page
will be grayed out and unchangeable.
When the quantity is reduced, it is always sent back to the
requisition. When the Line is CANCELED, this is when the
User will be prompted to decide if they want the Quantity to
be returned to the Requsition for resourcing or not to have it
go back.

Additional information on PO Change Order functionality can be found in the PeopleSoft Enterprise Purchasing
PeopleBooks, Creating Purchase Order Change Orders section.

To discuss this information or other topics further with industry peers and Oracle experts, we encourage you to
review, join or start a discussion in My Oracle Support - PeopleSoft Procure to Pay Community!

https://support.oracle.com/CSP/ui/flash.html#tab=KBHome(page=KBHome&id=()),(page=KBNavigator&i… 2/3
6/3/12 My Oracle Support | Knowledge Browser | 1423801.1

Related

Products

PeopleSoft Enterprise > Supply Chain Management > Procurement > PeopleSoft Enterprise SCM
eProcurement
PeopleSoft Enterprise > Supply Chain Management > Procurement > PeopleSoft Enterprise SCM
Purchasing
PeopleSoft Enterprise > Supply Chain Management > Procurement > PeopleSoft Enterprise SCM
Purchasing

Keywords

AMOUNT ONLY; CHANGE ORDER; CHANGE ORDERS; CREATE PURCHASE ORDER; CREATE
PURCHASE ORDER CHANGE ORDER; CURRENCY; PO CHANGE ORDER; PURCHASE ORDER;
PURCHASE ORDER CHANGE ORDER; QTY; QUANTITY; VALUE IS NOT ALLOWED

Back to top

Copyright (c) 2007, 2010, Oracle. All rights reserved. Legal Notices and Terms of Use | Privacy Statement

https://support.oracle.com/CSP/ui/flash.html#tab=KBHome(page=KBHome&id=()),(page=KBNavigator&i… 3/3