oracle purchasing interview questions faqs

4/22/13 Oracle Purchasing Interview Questions /FAQs

oracleebslearning.blogspot.in/2012/10/purchasing-faq-accrual-and-accountings.html?q=interview+questions 1/27

26th October 2012

Accrue On Receipt means that when a receipt is saved, accrual transactions are immediately recorded and sent to the

general ledger interface. This is also known as "online" accruals. Accrue at Period End means that when a receipt is

saved, the accrual transactions are not immediately recorded and sent to the general ledger; instead, the accounting

entries are generated and sent at the end of the month by running the Receipt Accruals - Period-End Process.

All items with a destination type of either Inventory and Outside Processing are accrued on receipt. For items with a

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

One should accrue on receipt if perpetual inventory is adopted to facilitate reconciliation between inventory valuation

reports and accounting entries. Expense items typically are not accounted for on a daily basis, and most companies

find it easier to account for and reconcile these expenses at month-end rather than at the time each individual expense

is incurred.

When both inventory and expense items are accrued on receipt, the following problems may be encountered:

A) Receiving inspection balances will include both inventory assets and expenses, so at the end of the month, they will

need to be manually reclassified.

B) The number of entries needed to research and reconcile the perpetual A/P Accrual Account(s) becomes significantly

increased. Since the expense receipts could double the number of accrual accounting entries to process, the Accrual

Reconciliation Report could take twice as long to run. The amount of time required by your staff to research any

discrepancies would also increase.

The Uninvoiced Receipts Report should be used to view period-end accruals. This Report should be used to reconcile

Period End Accruals with GL.

The Accrual Rebuild Reconciliation Report should be used to view accrual transactions for inventory items and

expense items which are set to accrue on receipt (online accruals). This is the Report that should be used to reconcile

accrue on receipt transactions with GL.

The transactions from Oracle Purchasing are only sent to the GL_INTERFACE table. In order to create the journals

and see them in General Ledger, the Journal Import concurrent program must be run from a General Ledger

responsibility. Be sure to review the output file from the Journal Import request to ensure that the records imported

successfully.

Period-end and online accrual entries may be contained in the same GL batch, but there will be separate journals

created for each. Journals created by the Receipt Accruals - Period-End Process will have a category of 'Accrual';

journals created for online accruals with have a category of 'Receiving'.

Oracle Purchasing Interview Questions /FAQs

Questions and Answers (Accrual and Accounting)

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the difference between 'Accrue On Receipt' and

'Accrue at Period End'?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why are expense items typically accrued at period-end,

and why are inventory

items always accrued on receipt?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Which Purchasing report should be used to review period-

end accruals?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Which Purchasing report should be used to review online

accruals?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] After entering receipts and running the Receipt Accruals -

Period-End Process, the new journals do not appear in the General Ledger. Should the transactions automatically

appear in GL after performing these steps?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How can one tell whether each journal in the general

ledger is for period- end or on receipt (online) accruals?



Here is some technical table-level information that may provide assistance:

Table: GL_INTERFACE

Column : USER_JE_SOURCE_NAME = Purchasing Column : USER_JE_CATEGORY_NAME = Accrual (for period-end

accruals) - OR - USER_JE_CATEGORY_NAME = Receiving (for online accruals)

Table: GL_JE_HEADERS

Column : JE_SOURCE = Purchasing JE_CATEGORY = Accrual (for period-end accruals) - OR - JE_CATEGORY =

Receiving (for online accruals)

The process of reversing the accrual journals does not occur automatically; they must be manually reversed in the

general ledger.

A: This parameter should be set to 'No' to see only the uninvoiced receipts which have not yet been accrued by

running the Receipt Accruals - Period-End process.

This parameter should be set to 'Yes' to see uninvoiced receipts which have already been accrued by running the

Receipt Accruals - Period-End Process.

There are a couple of methods that can be used to remove records from the report and to keep them from accruing

each month:

A) Close the purchase order shipment line. Closing the purchase order at the Header or Line level will also have the

same effect. On the Purchase Order Summary form, select Special -> Control, then 'Close'.

NOTE: Selecting 'Cancel' will not keep receipts from accruing each month. Refer to question/answer #10 below for an

explanation of this. Also, this solution only applies to PO shipments which are set to accrue at Period End. It will not

remove PO shipments which are set to Accrue On Receipt ("online accruals").

B) Create an invoice in AP and match it to the purchase order for the entire received quantity. Some users choose to

create a 'dummy' invoice for $0.00 in this case.

When a purchase order is canceled (whether at the header, line, or shipment level), only the unreceived quantity is

actually canceled. Cancellation does not effect quantities already received, as an obligation still remains for these

receipts.

If the quantity received is equal to the quantity invoiced (billed), or if no receipts have been entered against the

purchase order shipment, then cancellation sets the Canceled flag of the shipment to 'Yes' and the Closure Status to

'Closed'. In this case, no accrual transaction will be generated.

If the quantity received is not equal to the quantity invoiced, then cancellation sets the Canceled flag of the shipment to

'Yes' and the Closure Status remains in its current status (i.e., not 'Closed'). The difference between quantity received

and quantity invoiced will appear on the Uninvoiced Receipts report, and will continue to accrue each month until an

invoice is matched for the entire received quantity.

The report is available as two (2) separate concurrent programs: the Accrual Reconciliation Report and the Accrual

Rebuild Reconciliation Report. Both reports run using the same report definition file: POXACREC.rdf.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Does the process of reversing journals for period-end

accruals occur automatically in GL?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] For the Uninvoiced Receipts Report, what is the purpose of

the parameter 'Accrued Receipts'?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Records are appearing on the Uninvoiced Receipts report

for expense items which have been received but not invoiced. How can these records be removed from the report and

kept from accruing each month?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] A purchase order shipment was received against, then

canceled. It now appears on the Uninvoiced Receipts report and accrues each month when running the Receipt

Accruals - Period-End process. Why is this happening?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the difference between the Accrual Reconciliation

Report and the Accrual Rebuild Reconciliation Report?



When the Accrual Rebuild Reconciliation Report is selected, the following events occur:

The program will delete all records currently stored in the PO_ACCRUAL_RECONCILE_TEMP_ALL table

Accounting entries are selected from the appropriate sources (sub ledgers) based on the parameters entered at the

time of report submission

The temporary table PO_ACCRUAL_RECONCILE_TEMP_ALL is repopulated with these accounting entries

Report output is generated based on this information

When the Accrual Reconciliation Report is run, the report does not reselect the information from the sub ledgers;

instead, it reports only on the data currently stored in the PO_ACCRUAL_RECONCILE_TEMP_ALL table. This feature

saves time and decreases the performance impact on the system, because the accrual information does not have to be

regenerated from the original sources every time the report is submitted.

Typically, the Accrual Rebuild Reconciliation Report is run at the end of the period, and the Accrual Reconciliation

Report is used for interim reporting. Note that the title showing on the report output remains the Accrual Reconciliation

Report regardless of which process is actually submitted.

When submitting the report, setting the following parameters as shown will allow for these transactions to not show on

the report output:

Include All Transactions = No

Transaction Amount Tolerance = 0 (or higher)

In Oracle Purchasing, go to the Accrual Write-Offs form.

Responsibility: Purchasing Super User

Navigation: Accounting/Accrual Write Offs

Select the lines that need to be removed from the report and save.

Then, run the Accrual Reconciliation Report again, setting the parameter 'Include Written-Off Transactions' to No. The

written-off transactions will no longer be included in the report.

NOTE: You can run the Accrual Write-Off Report to review the transactions that were written off; this can be used to

support the manual journal entry created in the general ledger.

To view the tax information from the Purchase Order Form navigate to:

Actions menu > Manage Tax .

11i Tax Codes will be maintained as Tax Classification Codes.

11i Defaulting Hierarchies from AR/AP/PO/PA system options will be upgraded as Tax Classification Code defaulting

hierarchy in Application Tax Options in the context of OU and application product (AR/AP/PO/PA).

Navigation to Application Tax Options:

A- Login to Tax responsibility > Defaults and Controls > Application Tax Options

B- Query for the Operating Unit and Application Name.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How do transactions which have subtotals of $0.00 get

removed from the Accrual Reconciliation Report?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Several transactions appear on the Accrual Reconciliation

Report which were charged to the accrual account in error. Manual journal entries have already been created in GL

to correct these transactions. How do these transactions now get removed from the report?

Purchasing Integration With E-Business Tax:

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How to view the Tax information from the Purchase Order

Entry Form?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What will happen to the 11i Tax Code after upgrade to

release 12?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] After upgrade to release 12 we cannot find the Defaulting

Hierarchy defined under Purchasing Options?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Oracle Purchasing:



Answer:

Suppliers can be shared across sets of books , but supplier sites are defined at operating unit level.

Answer:

Release method is defined in Auto Source Rules Form . It is defined innsource document zone. In source document

release method field has value in

LOV for the user to choose . Values are .a. Values are automatic release/review b. Release using auto create.

errors are given below..

"APP -14720 conncurent program RVCTP returned error.

Cause : RVCTP encountered n=internal error parameters: RVCTP , immediate, 56224."

Answer:

To avoid the errors follow the steps given below..

- Inventory , po, and GL periods must be open.

- Open periods in open and close periods are in setup of purchasing module.

- In inventory module open periods in inventory accounting periods.

Now run the trAnsweraction manager the problem will not be replicated.

Answer:

This is not the functionality in 10.7sc. The standard printed PO report is associated to the approval form and can be

printed.

Answer:

Ps4 is the purchase order Minipak 16M CD.

Ps4 is patchset 4.

Answer:

Create a responsibility with access to view purchasing menu only do not associate an update function in it.

Answer:

Use System Administration responsibility and go to system profiles. In system profile field enter %Concurrent% and click

find button for finding 'Concurrent: report copies' profile and set the profile field to 1.

Answer:

This is standard functionality of Oracle Applications. Invoices which are matched to closed or cancelled po's will be

placed on a 'quantity order hold'by Auto approval. This hold will prevent payment of the invoice, until the payables

module(user) can determine why the invoice has been matched to a closed or cancel po, and then resolve the

problem.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Does Oracle purchasing and Oracle payables allow

sharing of supplier and supplier sites across sets of books ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687]

Where is release method define in auto source rules form ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why are errors displayed when a receiving transaction

manager is run ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can you print a custom PO report from the approval

screen ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is PS4 ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How to query po without update access ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] In order to print the printed purchase order report what is

setup required?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why does a cancelled po be available for matching on

Invoice Entry form ?



Answer:

This is not handled under purchasing , po only sets a taxable flag for the item to identify it as a taxable item which is

calculated correctly upon being invoiced.

- Accounting payables handles this.

- Tax codes and freight costs are setup in AP.

- Tax code varies by state and freight costs may vary due to different packing methods , etc. And these costs are

sumed when invoiced.

Answer:

Use the supplier item catalog prior purchases region which can provide the following information.

Supplier name

Date of purchase

Price paid

Unit of measure

To Default the prior purchases region which can provide the following information.

Navigation :/Profile ->System

Query in the profile field = PO :%

Choose PO: Default supplier item catalog window to view previous purchase information for a specific item.

Answer:

Vendor on hold report prints all vendors who are on hold and have unapproved po's with authorization status =

incomplete for that vendor. This helps the user to change the status on the po and approve it.

This is the intended functionality of the report.

The vendors report would print all vendors and would also include the on hold information.

Answer:

The ship-to field values are defaulting from the buyer setup in Requisition/ PO form.

Answer:

The split percentage used for the vendors in requisitions is only for reporting purposes.This is used in supplier volume

analysis report.

This report has been replaced by vendors volume analysis report.

Answer:

If the item is defined as an inventory item in the item master window the item cannot have a destination type as expense

in po screen. when we enter a requisition for an inventory item we change the destination type cannot be changed to

'expense'. This is Oracle Applications Functionality.

Answer:

For a document to be approved by a user / originator follow the steps given below..

1.Ensure approval group setup is appropriate.

2.In order to approve a document the user/buyer/originiator of the document must choose 'document total' for the

object field I the approval groups window.

3.For a document to be approved by the originator it is necessary to verify the amount entered is within the limit of the

'document total'.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How to generate a po that includes tax and freight ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How to view previous purchase information for a specific

item ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What does vendor on hold report do ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Where does the ship-to field get populated from in

Requisition/ PO form ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why does auto source rules create requisitions for only

one vendor even though ASL is defined for 2 vendors?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] In a po screen why does destination type allows only to

choose inventory type but not expense type ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] When you try to approve a po you get an error "documents

total exceeds document total limit rule please enter forward to" how to resolve?



4.This is defined in the approval group window.

5.Ensure relevant documents are appropriately defined in document type window.

For a document to be forwarded by a user/originator follow the steps given below..

1.Ensure that higher position is assigned to an employee in the position Heirarchy window.Position of the employee

must be higher than the position of the user/originator of the document with greater limit of the 'document total'.

2.Use the reports form in the menu and submit a request for 'fill employee heirarchy ' report.

Now the purchase order can be approved if the po is within the user limit and can be forwarded if it is beyond the user

limit.

Answer:

When the po is partially received records are present in the MTL-Supply table. Records in MTL-supply are only deleted

when the po is completely received and "finally closed".

Answer:

If you want to see the last query performed by a form you can do this through the examine tool as follows:

Navigate to help-->tools-->examine

Block = system

Field = last query

The value returned is the last select statement performed by the form.

Answer:

This problem is solved by applying patch 908129.

Answer:

In order for the user to be able to populate the negotiated sources region of the supplier item catalog form, one of the

following documents types will need to be created for the item in question :

Blanket purchase order

Catalog quotation

Planned purchase order

Answer:

In order to have a specific requestor default onto the requisitions form , a user will have to set the following in the user

will have to set the following in the user's requisition preferences.

Navigation: /Purchasing ->Requisitions -> Requisitions

Go to special ->preferences

Click in the requestor field

Choose a requestor from the list of values

Click the 'apply' button , a message ' new preferences now in effect.'

Close the requisitions form

Re-open the requisitions form

Click in the lines region , the requestor from requisition preferences should appear in the requestor field.The

requisition preferences are only valid while working on it , user needs to re enter requisition preferences each time he

starts the applications

In the Price type quickpick in the Purchase Order Lines zone in enter Purchase Order form, there is a value called

COST PLUS FEE. What is the COST PLUS FEE price type? How is Purchase Order treating this price type?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] When a po is "finally closed" records are deleted from

MTL-Supply table.What happens to Records in MTL-Supply when po is partially received?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How can I see the last query performed by a form ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] When 'pay on receipt' for 'unordered items' are being

processed invoices are not being created ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How can you populate negotiated sources region within

supplier item catalog window ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How can you have specific requestor defaulted on

requisition form ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the COST PLUS FEE price type? How is Purchase

Order treating this price type?



Answer

The functionality for COST PLUS FEE price type is not in Oracle Purchasing at this point of time. PO does not do

anything with this price type.

It is an enhancement request that is being looked at for future releases.

Answer

2-way matching verifies that Purchase order and invoice information match within your tolerances as follows:

Quantity billed



Answer

The profile HR: User Type needs to be set.

Set the profile option 'HR: User Type' at the Responsibility level.

In the Enter Receipts (RCVRCERC) form and using different responsibilities produces different values in the action

required field.The Purchasing Responsibility shows Direct and Standard while the Inventory Responsibility shows just

Direct.

Why are the action options for creating receipts different in Inventory compared Purchasing?

Answer

Set the Profile option RCV: Allow routing override to 'YES' at the application level.

Answer

To purge any Purchase orders or Requisitions:

- assign the Payables Purge GUI responsibility to the user

- have the user choose that responsibility

- then choose Purge from the menu

- under the Category field do a List of Values and pick Simple Requisitions

for cancelled requisitions The choices are listed.

On the requisition form in the source details zone, there is a field labeled supplier item. Where does this information on

the quickpick come from and how can this information default in?

Answer

The supplier item field on the requisition can be populated by using either the supplier item catalog or ASL. 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

requisition. After doing this go to the source details zone. The supplier item is defaulted in for that item you choose

from the catalog.

Navigation: --> Purchasing --> Supplier Item catalog

Answer

The attachments have replaced notes. The attachments are better because at the header level, the requisition notes

were not coming over to the Purchase Order whereas the attachment does come over to the Purchase Order.

When you select the Notifications form to review approvals and click on approve button for a Requisition waiting for

approval, the 'Reject' box is greyed out. How does the approver reject a requisition?

Answer

You cannot reject Requisitions submitted to yourself. You can only reject those from others.

Answer

Standard quote is one that you can tie back to a PO.

For all three types of Quotations and RFQs (Bid, Standard and Catalog), you can define affectivity dates at the header

level. For Standard quotations and Catalog, you can specify affectivity dates for individual price breaks. You can also

define your own RFQ or quotation types using the Document Types window

A Standard quotation or RFQ includes price breaks at different quantity levels.

Answer

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why are the action options for creating receipts different

in Inventory compared Purchasing?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How do you purge Cancelled Requisitions?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Where does this information on the quickpick come from

and how can this information default in?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] You are entering a requisition and are unable to find the

header or line note fields. Was this replaced in GUI by attachments?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How does the approver reject a requisition?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What are standard Quotations used for?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] When do you see the status of a Purchase order as

Archived?



You must approve or print a specific purchase order before you can see it in the history information.

Answer

Go to Setup --> Attachments -->Create attachment. Go to Purchase Order and attach the attachment to the Purchase

Order. In GUI, notes are replaced by attachments.

Answer

The navigation path for GUI is:

Setup --> Organizations --> Purchasing Options, Numbering alternate region

The navigation path for Character is:

\ Navigate Setup Purchasing Options Purchasing, Numbering options

Answer

This code is a short abbreviation for the organization.

Answer

The original version of a revised PO cannot be viewed from the PO form or PO summary form. Information on the

original PO can be obtained from the PO_HEADERS_ARCHIVE and PO_LINES_ARCHIVE tables using the

PO_HEADER_ID column as a common reference using SQL only.

In 11.5.10, Purchasing and Advanced Pricing can be integrated. (To setup this integration, please refer to

MetaLink Document 455778.1 [https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=455778.1]

Questions about using Advanced Pricing in Purchase Orders and Requisitions.) Price lists can now be created with

pricing transaction entity of PO. What happens if a purchase order is created with an item which does not exist on any

price list with pricing transaction entity of PO? Will the system return the error, and not found on any

price list?

Answer

No, the system will not return the error, and not found on any price list. Functionality is if the item on the

purchase order is not found on any price list with pricing transaction entity of PO, then the List Price - found on the

Master Items form, Purchasing tab - will be returned to the PO.

Thus, the default for Price on purchase orders in 11.5.10 with the integration of Purchasing and Advanced Pricing will

be List Price if the item is not found on any price lists with pricing transaction entity of PO.

This is documented in bug 5084798 PURCHASING & ADVANCED PRICING: ITEM AND UOM NOT ON PRICE LIST VS

LIST PRICE.

When views are used like PO_HEADERS instead of PO_HEADERS_ALL, data is not getting populated in the workbook.

That means MOAC is not working. The global temporary table mo_glob_org_access_tmp contains no data even when

logged in Discoverer Plus

1. Create a folder from a view where oracle synonyms are used like 'PO_HEADERS'

2. Login Discoverer Plus with some Application User.

3. Create an workbook with the same folder.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Where are standard notes in GUI?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] In Oracle Purchasing, where is the automatic numbering

for Purchase Order defined and maintained?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] There is a field for the organization code. What is this

code?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can the original Purchase Order can be viewed in any

way without resorting to SQL, for a revised Purchase Order?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What happens if a purchase order is created with an item

that does not exist on any price list with pricing transaction entity of PO?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why there is no Data Found In Discoverer Workbooks

When Views Are Used Instead Of '%_ALL' Tables?



4. When executed, the workbook displays the message that no data to be displayed.

Answer:

Possible Cause: Data is not passed to Discoverer or SQL*Plus due to E-Business Suite r12 Multi-Organization

Control Access (MOAC) not being set in the session.

Since you are not logging into the application then you would have to set the Multi-Org context like customer have to do

when running a custom API.

In R12 you have to also set the Multi-Org context.

begin

fnd_global.apps_initialize(&user_id,&responsibility_id,&responsibility_application_id);

mo_global.init('&product_short_name');

end;

Oracle Purchasing Release12.0 speeds up daily purchasing tasks with and enhanced Professional Buyer's Work

Center (PBWC). Based on web-based user interface models, the WorkCenter is a central 'launch pad' from which

buyers can efficiently perform their daily tasks:

- View and act upon requisition demand

- Create and manage orders, contracts and agreements

- Run negotiation events including Auctions RFxs (requires Oracle Sourcing)

- Manage supplier information

PO: Document Builder Default Document Type: The document type that is defaulted into the document builder region.

Profile Value Description

Add to PO Add to an existing Purchase Order

New RFQ Create a new Sourcing RFQ

New Auction Create a new Sourcing Auction

New PO Create a new Purchase Order

PO: Default Requisition Grouping : The default for grouping requisition lines onto a Sourcing RFQ/Auction or PO.

Profile Value Description

Default Group requisition lines using the default grouping. One or more

requisition lines can be associated with one purchase order line.

Requisition Group requisition lines using requisition grouping. One requisition line

can be associated with one purchase order line

PO: Auto Apply Default Contract Template : Default Contract template in the PO.

What are the documents not supported in PBWC?

Following document types are not supported in PBWC :

Planned PO

Local Blanket Agreement

Local Contract Agreement

Scheduled Releases

[https://www.blogger.com/blogger.g?blogID=62052174853209687] PBWC:

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is PBWC?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What are the Requisition Management Profile Options?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What are the Purchase Orders Profile Options ?



BPA Releases

Quotations

RFQs

Preferences are not supported in PBWC

No - if you have Descriptive Flexfields (DFF) set up against the Requisition at Header, Line and

Distribution level, after running Autocreate you will find that only the Distribution DFF Attributes are copied across to

the PO Distribution.

This is expected behaviour, because the Distribution is the first level at which a one-to-one relationship between the

Requisition and Purchase Order data can be guaranteed. (Multiple Requisition Headers and Lines can be summarized

into one PO Header and one PO Line).

Please be aware also that the Distribution DFF Attributes are simply copied from the Requisition to the PO - that is to

say, the Flexfield API code is not invoked. This means that if an Attribute on the Requisition side is empty but the

corresponding Attribute on the PO side is defined as 'Mandatory', after Autocreate the mandatory Attribute on the PO

Distribution will be empty, but no error or warning will have been reported.

Yes, Notes are copied from the requisition lines and the corresponding requisition header.

For purchase order, Purchasing combines the quantities of all requisition lines that have the same item, item revision,

line type, transaction reason, and unit of measure onto a single document line. For RFQs, quantities of all requisition

lines that have the same item, revision, and line type are combined.

The lowest unit price from the combined requisition lines becomes the actual price of the purchase order line.

For purchase orders and releases, Purchasing combines shipment information only if the requisition lines have the

same need-by date, ship-to location, organization, Accrual type (period-end or on-line) and shipment type .

Purchasing does not add to an existing purchase order shipment if that shipment has been encumbered even though

all the grouping columns necessary to combine shipping information are there.

Set the profile option PO: Display the autocreated Document to Yes, Purchasing displays the Purchase Orders,

Releases, or RFQ window, as appropriate, after creating your document lines.

If you want to combine two requisition lines for the same item, one with an item number and one without, you have to

manually autocreate the document and use Modify on the Tools menu to add the predefined item to the requisition line

for the one-time item.

Note: You cannot use Modify with outside processing items or if you are using encumbrance or budgetary control.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Are Preferences supported in PBWC?

Does Autocreate copy descriptive flexfield attributes from the requisition to the created document?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Does Autocreate copy Notes from the requisition to the

document you are creating?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What are the columns on which Autocreate combines

multiple requisition lines into a single document line?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What price becomes the actual price in the case where

multiple requisition lines with different prices are combined to a single PO line?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What are the columns based on which Shipping

information is combined by Autocreate?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Does Autocreate add to an existing PO shipment that has

been encumbered?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What can be done to open the created document directly

once Autocreate is done successfully?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can requisition line with item number and without item

number [one time item] be combined to single document line in Autocreate?



No, If we do not choose an item, that is if the requisition and blanket are created with one time/expense items the

autocreate process tries to match the descriptions as item id's are null. The only differentiating factor in one time items

(item id null) is the description.

Requisitions and Purchase Orders are not organization specific. If you do not want to be able to see or access

requisitions across different organizations, then you need to set up different operating units with different

responsibilities tied to each one.

Yes, you can autocreate from a Quotation.

Navigation:

1. Create and approve a requisition.

2. Go to the AutoCreate Screen, chose the requisition form the pool of approved requisitions.

3. Change the Document Type field to RFQ and click the automatic button.

4. The RFQ is created and appears on the screen.

5. Enter the required fields on the RFQ (quote affectivity), click on the Supplier button and choose the list of

suppliers.

Change status to active and save.

6. To enter the vendor responses a Quote must be created.

Go to the RFQ screen and query up the RFQ you just created.

Click Special on the Tool bar and choose Copy Document.

This will create your quotation.

7. Go to the Quotation screen and query up the new quotation and enter

the price break information. Change the description (if PO attribute is set to allow the description to be changed).

8. Approve the quotation.

9. AutoCreate the PO from the requisition.

Delete the description if the quote has a description different than the requisition

Click on the catalog button - Receive message

Your can update only the price for the saved record.

Open the Catalog to select price only

Click YES

10. Select the quote.

11. You will now have both the requisition and quote tied to the PO.

On the AutoCreate form, go to the Folder menu and choose Show Field. Select Note to Buyer and click OK. The field

will now be displayed.

If you would like this field to be displayed every time you use autocreate, go to Folder -> Save As... Give the folder a

name and check the Open as Default box.

The standard functionality is that if the requisition has a the "suggested supplier name" field populated, it would carry

over to the autocreated PO. The "suggested supplier name" field will only carry to the autocreated PO if it was selected

from the list of values on the requisition. If it is typed in manually, it will not carry over.

There are several things that must be performed to address this issue:

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can you autocreate a release if the description of the

requisition created in PO is different of the description of the Blanket?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How do you prevent Autocreate from seeing requisitions

from another organization?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can you autocreate from a quotation and tie the PO to the

associated quotation and requisition?


Where does the 'note to buyer' show on an autocreated PO?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Does the supplier name from a requisition get carried over

to an autocreated purchase order?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What causes the APP-14090 error when autocreating a

requisition?



* Profile Option in MRP must be set as follows:

- MRP: Sourcing Rule Category Set value must be set to Purchasing in the Purchasing application.

* AutoCreate Blanket PO

- Revisions do not default for Items when autocreating Blanket PO and the Item Revision # must be entered.

- The Item Revision number on the requisition must match the Item Revision number on the PO.

* Navigate: Setup -->Organization -->Financial Options; and in the Alternate Region ENCUMBRANCE, verify if the

REQUISITION ENCUMBRANCE checkbox is checked.

* In the Sys Admin Responsibility navigate to:

Profiles=> query for the Profile Option PO: AUTOCREATE GL DATE.

If using the Encumbrance for Requisitions, then this Profile Option can be set to either AUTOCREATE DATE or

REQUISITION GL DATE. If not using Encumbrance, then you may set it to NULL. This will solve the problem.

The Profile Option PO: AUTOCREATE GL DATE is applicable only if you are using Encumbrance for Requisitions.

Ensure the line types selected for Requisitions are appropriate. You need to have Requisition Line types and PO Line

types correctly associated. Rerun the process and verify that the system does not error out.

Submit the request for requisition import and use the AutoCreate window to create document with type as Blanket

Release against the requisition.

Navigation:

Purchasing -> Reports -> Submit a request for Requisition Import

Purchasing -> AutoCreate

First initiate the Release Purchase Requisitions from the Planners Workbench.

Navigation:

Material Planning -> MRP -> Workbench

Second, in the Purchasing Responsibility, AutoCreate the requisition to a Blanket PO.

Navigation: AutoCreate

For Autocreate to find these requisition lines from MRP, the Blanket PO line type must be set to Goods because the

MRP Purchase Requisition is always created with a line type of Goods. The reason that MRP uses the line type of

Goods is because Goods is seeded data and because the MRP Planner Workbench uses MRPPRELB.pls to insert a

record into the PO_REQUISITION_INTERFACE table.

Yes,

1. Find the requisition lines to be autocreated.

2. Choose a line.

3. Autocreate the purchases order using the automatic button.

4. Do not leave the requisition lines screen.

5. Choose a different line.

6. Try to autocreate another standard purchase order by clicking the automatic button.

7. The system gives the message: app-14090: no requisition lines were autocreated.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How do you autocreate a requisition with a document type

as blanket release when requisitions were imported from a 3rd party system?


How do you autocreate MRP generated requisitions to a blanket purchase order?


Can you autocreate more than one standard PO in one autocreate session?


Try to autocreate, but the system hangs, how to cancel the requisition that are locked?



Check if there is a lock on the PO related tables.

Select object_id, session_id, oracle_username, os_user_name,

Process, locked_mode

From sys.v_$locked_object;

Select a.object_name, b.oracle_username

From all_objects a, v$locked_object b

Where a.object_id = b.object_id

And a.object_name like 'po%';

If you have any records returned, you have a lock. To disable the lock, kill the session. Regenerating the form and

bouncing the database will unlock all the objects.

POXBWP1B.pls - autocreate po package body.

Description: this package contains all the functions to create purchase orders, releases and rfq's from data stored in

the po_headers_interface, po_lines_interface and po_distributions_interface tables. When 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 req line into a release or purchase order.

With the grouping method 'default' requisition lines for the same item, revision, line type, unit of measure, and

transaction reason are combined into individual purchase order lines; and requisition lines for the same item, revision,

and line type are combined into individual rfq lines.

There are two new profiles added to control the requisition line grouping using autocreate. :-

PO: Use Need-by Date for Default Autocreate grouping

PO: Use Ship-To Organization and Locationfor Default Autocreate grouping

Requisition lines with different need by dates or ship to information will be autocreated into two PO lines with one

shipment each if the corresponding profile is set to 'Yes' or if it is unset.

If the profile is set to 'No', Requisition lines with different need by dates or ship to information will be autocreated into a

single line with multiple shipments and if there is any source document on the PO line the pricing will be determined

using the ship to and need by information from the first shipment.

Make sure Inventory organization field is populated in Financial Options.

You must also create category codes for your items. Then create a Category set for Purchasing controlled at the master level.

Assign your items to a category code and the Purchasing category set you have created. Confirm that in Default Category Sets

the Purchasing application points to the Purchasing Category set. This will populate the category and description when the item

number is selected at the PO line level.

This DFF is based on PO_LINES_ALL table. The Quotation lines as well as the PO lines share this table as the base, as well as

share the same DFF. Field capital_expense_flag is not present in Quotations form. Therefore you may not use this field as the

reference field for PO Lines DFF. Other fields which you may not use include: Inspection_Required_Flag,

Item_Class_Lookup_Code, List_Price_Per_Unit, Negotiated_By_Preparer_Flag, Reference_Num, Taxable_Flag.


What is the package or procedure that stores the autocreate process?


What does the grouping method 'Default' indicate in the autocreate form?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] I autocreated a PO with two lines. When I go to the

purchase order entry screen and query the PO, instead of showing the lines created, it only shows a new line with

number 3. Why?

Why is there no category displayed or list of values for the category field in the purchase order you are

creating?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] I have enabled PO_LINES DFF with a context

field capital_expense_flag as reference. I now receive APP-FND-00676 error in Enter Quotations form.

What is the difference between the agreed amount and the amount limit fields while entering a contract

purchase agreement and issues related to these fields?



1. The agreed amount field 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 you and the

vendor.

2. The amount limit field will restrict the cumulative releases applied to this purchase agreement from exceeding the

specified dollar amount entered here. The value of this field must be equal to or greater than the agreed amount field.

This column is used for release approval amount validation. If the total cumulative releases exceed this amount

approval will fail. The purpose of this field is to allow user to set a higher approval amount limit than the amount agreed.

This could happen if the document security setup of PO does not allow this user to access the PO. - You need to

ensure that user is set to Buyer in the Purchase Order, or - You need to alter the setup (Security Level) to Public.

PO_LINE_ID is the unique system generated line number invisible to the user. LINE_NUM is the number of the line on

the Purchase Order.

Enter the Due Date when you want your suppliers to reply. Purchasing prints the reply due date on the RFQ.

Purchasing notifies you if the current date is between the RFQ reply due date and the close date and if the RFQ is

Active. Purchasing knows that a supplier replied to an RFQ if you enter a quotation for this supplier referencing the

RFQ. Enter the Close Date for the RFQ. Purchasing prints the close date on the RFQ. Purchasing notifies you if the

current date is between the RFQ reply due date and the close date and if the RFQ is Active. Purchasing warns you

when you enter a quotation against this RFQ after the close date.

Purchasing automatically closes shipments for receiving and invoicing based on controls that you specify in the

Purchasing Options window. Once all shipments for a given line are closed, Purchasing automatically closes the line.

When all lines for a given header are closed, Purchasing automatically closes the document.

If you have entered an item, Purchasing displays the list price for the item. You can accept the default list price or

change it. You can use this field to help evaluate your buyers. Purchasing uses the list price you enter here in the

savings analysis reports. Savings Analysis Report (By Buyer) and Savings Analysis Report (By Category). If you enter

an item, Purchasing displays the market price for the item. Use this field to help evaluate your buyers. Purchasing uses

the price you enter here in the savings analysis reports if you do not provide a value in the List Price field.

For planned purchase orders and blanket purchase agreements only, check Allow Price Override to indicate that the

release price can be greater than the price on the purchase agreement line. If you allow a price override, the release

price cannot exceed the Price Limit specified on the line. If you do not allow a price override, the release price cannot

exceed the Unit Price. You cannot enter this field if the line type is amount based. If you allow price override, enter the

Price Limit. This is the maximum price per item you allow for the item on this agreement line.

You can place a Purchase order 'On hold' only at the header level. This un-approves the purchases order while

preventing printing, receiving, invoicing, and future approval until you remove the hold. You can 'Freeze' only at the

header and release level. You freeze a Purchase order when you want to prevent any future modifications to the

Purchase order. When you freeze a Purchase order, you can still receive and pay for goods you already ordered.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] You are unable to view the PO from the Invoice

Match window. It gives an error: APP-14122: NO RECORDS MEET YOUR SEARCH CRITERIA.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the difference between PO_LINE_ID and

LINE_NUM in the table PO_LINES_ALL?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What's the difference between the due date and

close date on the RFQ?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] When does a Purchase Order line get the

closure status of 'Closed for Receiving'?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] When does a Purchase order get the status of

'Closed'?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the use of list price and market price on

Purchase Order?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the significance of the fields 'Allow

Price override' and 'Price limit'?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the difference between the control

actions 'On Hold' and 'Freeze' for a Purchase order?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the difference between the Field 'Firm'



The Field 'Firm' in the 'Terms and Conditions' indicates that the Purchase order is firm. Firm your purchase order when

you want to indicate to Master Scheduling/MRP or your manufacturing application that it should not reschedule this

purchase order. The Field 'Firm' in the alternate region 'more' in the PO shipments indicates that the Purchase order

shipment is firm. Firm your purchase order shipment when you want to indicate to Master Scheduling/MRP or your

manufacturing application that it should not reschedule this purchase order shipment.

The error is referring to the Buyer form setup in the Purchasing module. The employee setup might state that they

hold a Buyer position or job. However, in order to access the Purchase Orders or Autocreate form you must define the

employee in the Buyer form (Setup/Personnel/Buyers). Also, ensure the employee name is defined in the employee's

login information (System administrator/Security/User/Define)

Also ensure the following profile options at the site, application, responsibility and user level are set to the correct

value:

HR: Security Profile

HR:Business Group

MO: Operating Unit

The system does not allow Supplier update on a saved or approved PO. You will need to cancel the PO and create a

new PO with the correct Supplier.

The System asks for your confirmation before canceling a PO. Canceling is not a reversible process. You cannot

retrieve back a cancelled PO.

The Purchase Orders form always defaults a PO type of 'Standard Purchase Order', and there is no setup, which can

change this. Although the default value cannot be changed, the user can overwrite the defaulted type once the Enter

PO form is opened.

You should check the Financial Options setup and ensure in the alternate region zone Supplier-Purchasing that you

have in the Inventory Org the correct organization. The majority of Oracle customers have this set to their Item Master

for the best results. Selecting another organization limits items and related activity to that specific org. With the broad

selection of item master the client will have greater functionality across multiple organizations.

Oracle Purchasing will not allow unit price update on Inventory line items when the line is received or billed because

accounting transactions have already taken place. The difference between the PO price and invoice price will be

recorded in the Invoice Price Variance Account, which will show up on the Invoice Price Variance report. If you have

mistakenly entered the incorrect price on the PO, then you can workaround this by canceling or backing out the invoice

and processing a return on the receipt, which will allow unit price update.

The original version of a revised PO cannot be viewed from the PO form or PO summary form. Information on the

original PO is stored in the PO_HEADERS_ARCHIVE and PO_LINES_ARCHIVE tables, and can be obtained through

SQL, using the PO_HEADER_ID column as a common reference.

It is defined in Purchasing Options window. The navigation is: Setup/Organizations/Purchasing Options, Numbering

in the 'Terms and Conditions' window and in the alternate region 'more' in the PO shipments?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Unable to open the Purchase Orders form due

to error: You are not setup as an employee.

How do I change the Supplier on a saved or approved PO?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] I have accidentally cancelled a PO. How can I

uncancel?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can I setup a different Purchase Order type

default for the PO form?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] The Item is setup in the item master but is

missing from the item List of Values.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How do you change the unit price on a PO line

once the line has been received or invoiced?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can the original Purchase Order can be viewed

in any way, for a revised Purchase Order?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Where is the automatic numbering for Purchase

Orders defined and maintained?



alternate region.

Check the Receipt Closed Tolerance and the Matching setup. If Matching is set to equal 2-way, the PO will close once

the Purchase Order is approved. If the line of the Purchase Order is received within the tolerance the line will close.

Setup the Receiving Options to enable the Shipment Button in the Purchase Order form. Navigation: Setup -->

Organizations --> Receiving Options. Once set-up these options for your Organization you will have the Shipments

button enabled. Ensure that the Purchasing Options and Financial Options are defined for your Organization.

Attach the correct Operating Unit to the responsibility B. Define Purchasing Options C. Define Financial Options.

Uncheck the check box 'Enforce Buyer Name in the Purchasing Options. Setup ->Organization -> Purchasing Options

(Alternative region 'Control') .

You must also create category codes for your items. Then create a Category set for Purchasing controlled at the

master level. Assign your items to a category code and the Purchasing category set you have created. Confirm that in

Default Category Sets the Purchasing application points to the Purchasing Category set. This will populate the

category and description when the item number is selected at the PO line level.

This DFF is based on PO_LINES_ALL table. The Quotation lines as well as the PO lines share this table as the base,

as well as share the same DFF. Field capital_expense_flag is not present in Quotations form. Therefore you may not

use this field as the reference field for PO Lines DFF. Other fields which you may not use include:

Inspection_Required_Flag, Item_Class_Lookup_Code, List_Price_Per_Unit, Negotiated_By_Preparer_Flag,

Reference_Num, Taxable_Flag.

Approved, Cancelled, In Process, Incomplete, Pre-Approved, Rejected, or Returned.

No, an approved requisition cannot be viewed in the Requisition form. Approved or In Process requisitions can only be

viewed in the Requisition Summary form. Only Requisitions, which have Incomplete, Returned, and Rejected status,

can be viewed from Enter Requisition form.

An approved requisition can be revised using the Change Requisition process in iProcurement.

The list of values should be available. Please review Supplier-Purchasing information for the Financial Options to

ensure the correct organization has been selected for the Inventory Org. Setup-> Organizations->Financial Options-

>Supplier-Purchasing

No, the supplier item field is not a validated field. It is for reference only.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why is my Purchase Order closing before a

receipt is processed?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Create a Purchase Order. Input the Header and

Line information and find that the Shipments button at the bottom of the form is grayed out.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Accessing the Purchase Order entry screen and

getting the error: APP-14142 GET_WINDOW_ORG_SOB 040 ORA-1403 No Data Found.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] When I enter a new PO, the Preparer is always

defaulted as the buyer. Why am I unable to change it?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why is there no category displayed or list of

values for the category field in the purchase order you are creating?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] I have enabled PO_LINES DFF with a context

field capital_expense_flag as reference. I now receive APP-FND-00676 error in Enter Quotations form.

What are the different authorization_status can a requisition have?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can an approved requisition be viewed in the

Requisition form?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can an approved requisition be revised?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Why is there no list of values for items in the

requisition form after they have been defined in the item master?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Is the Supplier item field a validated field?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How can you have specific Requestor defaulted



In order to have a specific requestor default onto the requisitions form, the user will have to set the following in the user

will have to set the following in the user's requisition preferences. Navigation: /Purchasing -> Requisitions ->

Requisitions Go to special ->preferences Click in the requestor field Choose a requestor from the list of values Click

the 'apply' button, a message ' new preferences now in effect.' Close the requisitions form Re-open the requisitions

form Click in the lines region, the requestor from requisition preferences should appear in the requestor field. The

requisition preferences are only valid while working on it , user needs to re enter requisition preferences each time he

starts the applications.

User is not allowed to change the item number of a saved record in Oracle Purchasing Requisition Form. If user finds

that the item entered by him in a saved record is wrong then he has to delete that record and enter a new record for

the required item. User is allowed to change the Type, Description, UOM, Quantity, Price, Need by date in a saved

record in the Enter Requisition form. Also he can change the item category if item number of the saved record in the

Enter Requisition Form is NULL.

Cancel and Finally close.

When we finally close the requisition from Requisition Summary form the authorization_status of the requisition does

not change. Instead it's closed_code becomes 'FINALLY CLOSED'.

No. Purchasing lets you cancel or final close a requisition or requisition line before your manager approves it or before

a buyer places it on a purchase order. No control actions can be performed on an Incomplete requisition. You cannot

Finally close a 'Pre-Approved' Requisition.

If you are using encumbrance or budgetary control, Purchasing automatically creates negative debit encumbrance

entries for the cancelled requisitions. When you final close a purchase order, Purchasing creates credit entries which

reverse the encumbrances.

Go to (M) Special->Check for funds.

In Requisition Summary form (M) Special-> View Purchase Order. In the 'Special' Menu itself you can see the option'

View Sales Order'.

The status of Pre-Approved is the outcome of a person forwarding a document for approval even though the

forwarding person has the necessary authority to approve it. The document may have been forwarded by mistake or

for business reasons. It is not possible to perform a receipt against a document with a status of Pre-Approved.

This happens when you do not have a valid code combination for the accounts defaulting on the distribution account.

Ensure that the account has a valid code combination.

on Requisition form?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can I change the item number in requisition

lines after saving the record?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What all control actions I can perform on a

requisition through Document control window?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What is the authorization_status of a requisition

after Finally closing it?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Can I cancel or finally close any requisition from

Document Control Window?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What happens if the requisition cancelled of

finally closed through Document Control Window and encumbrance is on?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How can I confirm that my requisition has

sufficient funds?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] How to find out which sales orders are linked to

a Purchase Order?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] What does the status Pre-Approved mean, and

how does a document reach this status?

[https://www.blogger.com/blogger.g?blogID=62052174853209687] When you try to 'Save' a requisition, the

following message appears: PO_ALL_POSTING_NA.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] While forwarding requisition for approval, error

APP-14056: User exit po find_forward returned error.



There is no Forward Method specified in the setup. The FIND_FORWARD function cannot find any rules to determine

the forward to person. Navigate to the Document Types Form (POXSTDDT) in Purchasing Responsibility. Setup ->

Purchasing -> Document Types. Select the document type of Requisition (Internal or Purchase) and make sure that the

field 'Forward Method' is not blank. If it is blank, set it to either Hierarchy or Direct, then save.

You cannot enter project information for inventory destinations (unless you have Project Mfg installed). Setting

Destination Type = Expense will resolve the problem. You will then be able to enter information in the remaining Project

related fields.

This happens when a requisition number is entered in the Find Requisition Lines window and document is autocreated.

But if you enter the requisition number and supplier details in the Find Requisition Lines window and autocreated the

document to purchase order. The purchase order now contains supplier details in the purchase order header. Supplier

information at the requisition level is actually a suggested Supplier, and the buyer has an option to decide which

supplier to pick on the PO header. Also, if you try to Autocreate multiple requisitions with different Suppliers Autocreate

would not know which supplier to use. Hence the vendor information cannot be defaulted. This is the standard

functionality of Oracle Applications. Workarounds: 1 - Enter the suggested supplier on the 'Find Requisition Lines'

Search Criteria window and this is populated on PO header when autocreated. 2 - Enter the supplier information in the

'Select Purchase Order' zone.

When you are using Encumbrance Accounting, by enabling the Budgetary Control flag for a set of books, the system

automatically creates encumbrances from Requisitions, Purchase Orders and other transactions originating from

modules such as Purchasing & Payables.

In this case, the funds are checked at the Requisition Level. You cannot change the Price and Quantity once the

requisition has been approved. This is the Standard functionality of Oracle Applications.

After Autocreating a Purchase Order, you can change the quantity and price.

Several things with Oracle Workflow can cause documents to be stuck 'in process', however, this particular issue deals

with duplicate data in your HR system.

Using your SysAdmin responsibility, navigate to Security-->User-->Define and perform a query on the Person field

using the employee name of the approver you are trying to forward the document to.

This should return a record for only 1 user. If the employee is assigned to more than 1 user name, Workflow will not

know who to deliver the notification to and the document will hang with a status of 'in process'.

If you setup destination type as "Inventory" in the item setup and in the Requisitions form if you change the destination

type to "Expense", then this will override the destination type setup in item setup. The Destination type will carry over

from the Requisition into the Purchase Order when autocreating.

You need to run the following sql:

SQL>select can_preparer_approve_flag, default_approval_path_id

from po_document_types_all

where document_type_code = 'REQUISITION';

If the results return a NULL value for can_preparer_approve_flag then you need to perform the following: Navigation:

Purchasing -> Setup -> Purchasing Document Types. In the document window type window use Requisition in the type

field. Enable "Owner Can Approve" check box save it disable it save it and enable it. This is to set the flag accordingly.

Now save the record. Now when you enter a requisition and forward the requisition for approval you can have LOV in

the forward field.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Unable to enter Project information on the

Distribution line of a Requisition.


When a requisition is autocreated to a purchase order, supplier information is not populated in the

purchase order header.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] The system does not allow you to change the

Price and / or quantity of an approved Requisition line before AutoCreating a Purchase Order.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Cannot find a Document in the Notifications

form which has been forwarded by an intermediate Approver.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] You are allowed to update 'Destination Type'

from 'Inventory' to 'Expense' in the requisition form.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Clicking on the LOV to select an employee to

forward the document gives error:FRM-41830: List Of Values contains no entries.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] The requisition can be saved without the need-



Line items that are put on requisitions must be planned. It is necessary that the items are planned in order for the

need-by date to be enforced.

Step-by-step solution:

GUI - Query the item in the Item Master

- Choose the General Planning sub-region

- Make the item planned

Char - Navigate - Items - Update

- Query item

- In Item Details region choose select

- Make the item planned

In the Enter Purchase Order form and the Enter Requisitions forms, the List of Values (LOV) in the Items field is not

based on what organization your purchasing responsibility is pointing to. Instead, it is based on the Inventory

Organization entered in the Financial Options form under Supplier - Purchasing. In the Enter Purchase Order form and

the Enter Requisitions forms, the List of Values (LOV) in the Items field is not based on what organization your

purchasing responsibility is pointing to. Instead, it is based on the Inventory Organization entered in the Financial

Options form under Supplier - Purchasing. Changing the Inventory Organization defined in the Financial Options to the

Item Master organizations will permit you to select those items.

The defaults do not come in for a requisition, if the inv_organization_id column is blank in HR_LOCATIONS table and

does not get populated. The inv_organization_id is linked to location and this in turn is linked to employee and which

explains why when you enter the item in requisition form the organization and Ship-To Location field were not get

populated and therefore the destination type was not coming as inventory. You have to populate inv_organization_id in

HR_locations table which will resolve the problem.

Center-Led or Centralized Procurement is new functionality delivered in 11.5.10 or Supply Chain Family Pack J. In

11.5.9 or Procurement Family Pack I, buyers are able to leverage Blanket Purchase Agreement prices across

operating units but Purchase Order creation is only possible in the operating unit where demand originated.This new

functionality allows procurement operations to be run and maintained from a single location sometimes referred to as a

Shared Service Center. Purchase Order creation can be performed in one central operating unit and then received by

another operating unit where the requisition was raised.

In 11.5.10/R12, Global Agreements can be either Blanket Purchase Agreements or Contract Purchase Agreements

with a supplier that can shared between operating units. These documents can then be used for automatic sourcing of

requisition demand from any enabled business units. As Receipting occurs in different operating unit to the Purchase

Order, transactions such as receipts, invoice matches or payments automatically initiate the appropriate cost transfer

or inter-company invoicing accounting transactions based on the rules defined in the financial relationship between the

Procuring and Requesting operating units.


The following setups are required:

(i) In Oracle Inventory, define transaction flows. Transaction flows define the procurement relationship between

different operating units. See 'Transaction Setup' in the Oracle Inventory User Guide.

(ii) Set HR: Cross Business Groups profile to Yes.

(iii) Define a supplier site for the supplier in both Requesting and Procuring Operating Units.

(iv) Create an approved Global Agreement in the Procuring or Negotiating Operating Unit.

Create a blanket purchase agreement or contract purchase agreement with Global checked.

Enable the Requesting organizations that can reference the global agreement (Tools > Enable Organizations).

For each requesting organization, specify the Purchasing Organization and the supplier site for the supplier.

(v) Create Sourcing rules, sourcing rule assignment set entries and ASL entries manually, or alternatively perform

automatically at at Purchase order submit form.

(vi) Create a Requisition against your global agreement in any organization that is enabled.


by date field being populated.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] In the Enter Purchase Order form and in the

Enter Requisitions form, the List of Values in the Items field is not retrieving some of the items.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] The items with destination type as Inventory

have the destination type as Expense defaulting in the Enter Requisitions form.

What is Center-Led Procurement?

What are the setups steps required for Center-Led Procurement?

What are the Supported setups for Center-Led Procurement?



Cross-Operating Unit Procuring is NOT supported when:

Inter-Company Transaction Flow are not defined or valid

Encumbrance is 'ON' in either Requesting or Purchasing Operating Units.

Project/Task is specified with expense destination.

Requisition line is VMI enabled (see Oracle Inventory User Guide).

Requisition shipment has a consigned relationship (see Oracle Inventory User Guide).

Destination inventory organization is OPM enabled (See Oracle Process Manufacturing User Guide)

Item is not defined in the requesting or purchasing operating unit, destination inventory organization, or logical

inventory organization (as defined in Transaction Flow)

Items must have attributes as documented as per Intercompany Invoicing Setup section in Inventory User Guide (

ie inventory item enabled, stockable, transactable, cost enabled, etc)

For Service Line Types, if HR: Cross Business Groups profile = No then the Requesting and the Purchasing Operating

Organizations must be in the same business group.


No. iProcurement uses Purchasing setups to correctly source requisitions raised. Bulkloaded catalog items in

iProcurement can leverage Center-Led functionality when suppliers are associated with Global Contract Agreements.

Once an approver does not respond to an approval notification for quite sometime, then a reminder

notification 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 workflow in Oracle Workflow Builder.[https://www.blogger.com/blogger.g?blogID=62052174853209687]


In Oracle Workflow Builder, open the "PO Approval" workflow (for purchase orders) or the "PO Requisition

Approval" workflow for requisitions. To enable the Timeout feature in the PO Approval workflow, modify the

following activities in the Notify Approver sub process by entering a Timeout period in their Properties

windows:

Approve PO Notification, PO Approval Reminder 1, and PO Approval Reminder 2.

To enable the Timeout feature in the PO Requisition Approval workflow, modify the following activities in the

Notify Approver sub process by entering a Timeout period in their Properties windows: Approve Requisition

Notification, Requisition Approval Reminder1, and Requisition Approval Reminder2. Refer to Note 124695.1

[https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=124695.1] for more details on the

implementation steps.[https://www.blogger.com/blogger.g?blogID=62052174853209687]


The Workflow Background Process must be running for the reminder notifications 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.[https://www.blogger.com/blogger.g?blogID=62052174853209687]


You can run the Send Notifications For Purchasing Documents program to search for documents that are

incomplete, rejected, or in need of re-approval and send notifications to the appropriate people informing

Is there any additional setup required for iProcurement?

Q1. What are Reminder notifications?

Q2. How do you setup the timeout feature?

Q3. Any prerequisite for timeout to work?

Q4. How do you generate the notifications for the documents that need to be started up in approval yet?



them about the documents' status. A new notification will not be generated if a previous one is still active.[https://www.blogger.com/blogger.g?blogID=62052174853209687]


When the Send Notifications For Purchasing Documents program is run, notifications 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"

notifications 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.[https://www.blogger.com/blogger.g?blogID=62052174853209687]


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 notification times out it only look at this Approval list and not the PO hierarchies as in the

case of purchase orders.[https://www.blogger.com/blogger.g?blogID=62052174853209687]


In order for the "Send Notifications for Purchasing Documents" program to not send reminder notifications

that documents have not been accepted by their acceptance due date, the purchase order or release must

have its latest revision accepted.[https://www.blogger.com/blogger.g?blogID=62052174853209687]

This program is designed to pick up all the documents which are Incomplete, Requires Reapproval, Rejected

and Returned and send a standard notification reminding user that the document is pending for his action.

The notification 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.


There are 2 new fields: Destination Charge Account and Destination Variance Account, in the Purchase Order and

Purchase Order Summary forms at Distribution level. These 2 accounts are derived by the PO Account Generator

Workflow, they correspond to accounts valid to the Receiving Organization (Requesting Organization). Inter-company

invoice transactions will occur automatically after receipt and deliver.


Yes. Requisitions that are available for Autocreation are viewable only in a responsibility tied to the operating unit

where Requisition is created. You can select to manually autocreate and choose the Global Blanket Purchase

Agreement(BPA) to autocreate against. The Purchasing Org (where Purchase Order will be created) can be selected

however this will depend on Supplier Site on Requisition and Enabled Organizations on the BPA.


Q5. What are the different types of reminders that the notifications can be sent for?

Q6. Are the documents automatically forwarded to the next approver in the hierarchy when an approver

does not respond to the final reminder notification?

Q7. Why the Send notifications for Purchasing documents program generates "Acceptance past due"

notifications when purchase orders have already been accepted?

Q8. Does the Send notifications for Purchasing documents program generate a notification to the preparer

indicating a specific action to take?

Where does Receiving Account information get derived from?

Is it possible to manually Autocreate Requisitions using the Autocreate Form?



Encumbrance is enabled in the current operating unit (Requesting Organization). Encumbrance must be disabled for

Center-Led Procurement. ( Note this is also true for Release 12)

Q. Do we need to perform additional setups in MOAC after upgrade to R12 to retain the multi-org setups that

existed prior to the upgrade?

A: If you do not wish to implement the features provided in R12 by MOAC, there are no additional setups required. MO:Operating

Unit is preserved through the upgrade, so if it was set in a previous release, it will still be set in R12.

[https://www.blogger.com/blogger.g?blogID=62052174853209687] Q. Do we need to perform additional setups in MOAC after

upgrade to R12 to retain the single-org setups that existed prior to upgrade?

A: Multi-org is required for Rel