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 hae a cate!ory of "Accrual"# journals created for online accruals
with hae a cate!ory of "Receiin!".
$ere is some adfd GL%JE%$EA&ER'
(olumn ) JE%'*+R(E , Purchasin! JE%(A-EG*R. , Accrual /for period-end accruals0 -
*R - JE%(A-EG*R. , Receiin! /for online accruals0
-*1 -ransactions" to 2o. -he written-o1 transactions will no lon!er be included in the
report.
2*-E) .ou can run the Accrual 3rite-*1 Report to reiew the transactions that were
written o1# this can be used to support the manual journal entry created in the !eneral
led!er.
asdfdsPurchasing Integration With E-Business Tax:
How to view the Tax information from the Purchase Order Entry
Form?
-o iew the ta4 information from the Purchase *rder 5orm nai!ate to)
Actions menu 6 7ana!e -a4 .
What will happen to the 11i Tax Code after uprade to release 1!?
88i -a4 (odes will be maintained as -a4 (lassi9cation (odes.
adfsadfdrelease 1! we cannot "nd the #efaultin Hierarchy de"ned
under Purchasin Options?
88i &efaultin! $ierarchies from AR:AP:P*:PA system options will be up!raded as ;-a4
(lassi9cation (ode< defaultin! hierarchy in Application -a4 *ptions in the conte4t of *+
and application product /AR:AP:P*:PA0.
2ai!ation to Application -a4 *ptions)
A- Lo!in to -a4 responsibility 6 &efaults and (ontrols 6 Application -a4 *ptions
=- >uery for the *peratin! +nit and Application 2ame.
asdfdsafOracle Purchasing:
#oes Oracle purchasin and Oracle paya$les allow sharin of
supplier and supplier sites across sets of $oo%s ?
Answer)
'uppliers can be shared across sets of boo?s , but supplier sites are de9ned at operatin!
unit leel.
-o aoid the errors follow the steps !ien below..
- @nentory , po, and GL periods must be open.
- *pen periods in open and close periods are in setup of purchasin! module.
- @n inentory module open periods in inentory accountin! periods.
2ow run the trAnsweraction mana!er the problem will not be replicated.
Can you print a custom PO report from the approval screen ?
Answer)
-his is not the functionality in 8A.Bsc. -he standard printed P* report is associated to
the approal form and can be printed.
What is P&' ?
Answer)
PsC is the purchase order 7inipa? 8D7 (&.
PsC is patchset C.
How to (uery po without update access ?
Answer)
(reate a responsibility with access to iew purchasin! menu only do not associate an
update function in it.
)n order to print the printed purchase order report what is setup
re(uired?
Answer)
+se 'ystem Administration responsibility and !o to system pro9les. @n system pro9le
9eld enter E(oncurrentE and clic? 9nd button for 9ndin! "(oncurrent) report copies"
pro9le and set the pro9le 9eld to 8.
Why does a cancelled po $e availa$le for matchin on )nvoice Entry
form ?
Answer)
-his is standard functionality of *racle Applications. @noices which are matched to
closed or cancelled po"s will be placed on a "Fuantity order hold"by Auto approal. -his
hold will preent payment of the inoice, until the payables module/user0 can determine
why the inoice has been matched to a closed or cancel po, and then resole the
problem.
How to enerate a po that includes tax and freiht ?
Answer)
-his is not handled under purchasin! , po only sets a ta4able Ga! for the item to identify
it as a ta4able item which is calculated correctly upon bein! inoiced.
- Accountin! payables handles this.
- -a4 codes and frei!ht costs are setup in AP.
- -a4 code aries by state and frei!ht costs may ary due to di1erent pac?in! methods ,
etc. And these costs are sumed when inoiced.
How to view previous purchase information for a speci"c item ?
Answer)
+se the supplier item catalo! prior purchases re!ion which can proide the followin!
information.
'upplier name
&ate of purchase
Price paid
+nit of measure
-o &efault the prior purchases re!ion which can proide the followin! information.
2ai!ation ):Pro9le -6'ystem
>uery in the pro9le 9eld , P* )E
(hoose P*) &efault supplier item catalo! window to iew preious purchase information
for a speci9c item.
What does vendor on hold report do ?
Answer)
Hendor on hold report prints all endors who are on hold and hae unapproed po"s with
authoriIation status , incomplete for that endor. -his helps the user to chan!e the
status on the po and approe it.
-his is the intended functionality of the report.
-he endors report would print all endors and would also include the on hold
information.
Where does the ship*to "eld et populated from in +e(uisition, PO
form ?
Answer)
-he ship-to 9eld alues are defaultin! from the buyer setup in ReFuisition: P* form.
Why does auto source rules create re(uisitions for only one vendor
even thouh -&. is de"ned for ! vendors?
Answer)
-he split percenta!e used for the endors in reFuisitions is only for reportin!
purposes.-his is used in supplier olume analysis report.
-his report has been replaced by endors olume analysis report.
)n a po screen why does destination type allows only to choose
inventory type $ut not expense type ?
Answer)
@f the item is de9ned as an inentory item in the item master window the item cannot
hae a destination type as e4pense in po screen. when we enter a reFuisition for an
inentory item we chan!e the destination type cannot be chan!ed to "e4pense". -his is
*racle Applications 5unctionality.
When you try to approve a po you et an error /documents total
exceeds document total limit rule please enter forward to/ how to
resolve?
Answer)
5or a document to be approed by a user : ori!inator follow the steps !ien below..
8.Ensure approal !roup setup is appropriate.
J.@n order to approe a document the user:buyer:ori!iniator of the document must
choose "document total" for the object 9eld @ the approal !roups window.
K.5or a document to be approed by the ori!inator it is necessary to erify the amount
entered is within the limit of the "document total".
C.-his is de9ned in the approal !roup window.
L.Ensure releant documents are appropriately de9ned in document type window.
5or a document to be forwarded by a user:ori!inator follow the steps !ien below..
8.Ensure that hi!her position is assi!ned to an employee in the position $eirarchy
window.Position of the employee must be hi!her than the position of the user:ori!inator
of the document with !reater limit of the "document total".
J.+se the reports form in the menu and submit a reFuest for "9ll employee heirarchy "
report.
2ow the purchase order can be approed if the po is within the user limit and can be
forwarded if it is beyond the user limit.
When a po is /"nally closed/ records are deleted from 0T.*&upply
ta$le1What happens to +ecords in 0T.*&upply when po is partially
received?
Answer)
3hen the po is partially receied records are present in the 7-L-'upply table. Records
in 7-L-supply are only deleted when the po is completely receied and M9nally closedM.
How can ) see the last (uery performed $y a form ?
Answer)
@f you want to see the last Fuery performed by a form you can do this throu!h the
e4amine tool as follows)
2ai!ate to help--6tools--6e4amine
=loc? , system
5ield , last Fuery
-he alue returned is the last select statement performed by the form.
When 2pay on receipt2 for 2unordered items2 are $ein processed
invoices are not $ein created ?
Answer)
-his problem is soled by applyin! patch NAO8JN.
How can you populate neotiated sources reion within supplier
item catalo window ?
Answer)
@n order for the user to be able to populate the ne!otiated sources re!ion of the supplier
item catalo! form, one of the followin! documents types will need to be created for the
item in Fuestion )
=lan?et purchase order
(atalo! Fuotation
Planned purchase order
How can you have speci"c re(uestor defaulted on re(uisition form ?
Answer)
@n order to hae a speci9c reFuestor default onto the reFuisitions form , a user will hae
to set the followin! in the user will hae to set the followin! in the user"s reFuisition
preferences.
2ai!ation) :Purchasin! -6ReFuisitions -6 ReFuisitions
Go to special -6preferences
(lic? in the reFuestor 9eld
(hoose a reFuestor from the list of alues
(lic? the "apply" button , a messa!e " new preferences now in e1ect."
(lose the reFuisitions form
Re-open the reFuisitions form
(lic? in the lines re!ion , the reFuestor from reFuisition preferences should appear in
the reFuestor 9eld.-he reFuisition preferences are only alid while wor?in! on it , user
needs to re enter reFuisition preferences each time he starts the applications
What is the CO&T P.3& FEE price type? How is Purchase Order
treatin this price type?
@n the Price type Fuic?pic? in the Purchase *rder Lines Ione in enter Purchase *rder
form, there is a alue called (*'- PL+' 5EE. 3hat is the (*'- PL+' 5EE price typeP
$ow is Purchase *rder treatin! this price typeP
Answer
-he functionality for (*'- PL+' 5EE price type is not in *racle Purchasin! at this point
of time. P* does not do anythin! with this price type.
@t is an enhancement reFuest that is bein! loo?ed at for future releases.
What is !*way4 5*way4 '*way matchin? How is this set*up?
Answer
J-way matchin! eri9es that Purchase order and inoice information match within your
tolerances as follows)
>uantity billed Q, >uantity *rdered
@noice price Q, Purchase order price
/Q, si!n is used because of tolerances0
K-way matchin! eri9es that the receipt and inoice information match with the
Fuantity tolerances de9ned)
>uantity billed Q, >uantity receied
C-way matchin! eri9es that acceptance documents and inoice information match
within the Fuantity tolerances de9ned)
>uantity billed Q, >uantity accepted.
/Acceptance is done at the time of @nspectin! !oods0.
3hether a P* shipment has J-way, K-way or C-way matchin! can be setup in the
'hipment &etails Ione of the Enter P* form /character0
Receipt reFuired @nspection reFuired 7atchin!
.es.esC-way
.es2o K-way
2o 2o J-way
@n G+@, 'hipments bloc?, alternatie re!ion, clic? on 7ore...this brin!s up a re!ion with
"@noice matchin!" column where you can choose J-way, K-way or C-way match.
.ou can 9nd more detailed information about matchin! in the *racle Payables Reference
7anual /Holume K0 -opical Essay on @nte!ratin! your Payables and Purchasin!
@nformation.
How do you re6ect discount from a supplier on a Purchase orders?
Answer
-he le!al document is the Purchase order not the Fuote and therefore the purchase
order should reGect a!reed upon price. 'econdly if the discount comes after the P* then
AP should handle it when inoicin!. @f you are usin! a blan?et Purchase order then you
can use price brea?s.
How do you chane the created date on a Purchase Order?
Answer
-he "(reated" date on the Purchase order is not an updateable 9eld, due to it bein! a
le!al document once approed.
What is the sortin order for re(uisition lines in autocreation of a
Purchase Order?
Answer
ReFuisition lines 9rst meet search criteria determined by M9ndM screen, and then are
!rouped to!ether by item and item cate!ory, then by need-by date.
After you choose an action, enter any search criteria to narrow the selection of
reFuisition lines. *racle Purchasin! chooses reFuisition lines from the reFuisition pool
that meet your search criteria. All reFuisition lines for the same item and item cate!ory
are !rouped to!ether, but they are not necessarily in order alphabetically. 3ithin each
!roupin! of item and item cate!ory, reFuisition lines are ordered by need-by date.
What does the error 2-PP*788!!9 Oracle Human +esources could not
retrieve a value for 3ser Type pro"le option2 mean?
Answer
-he pro9le $R) +ser -ype needs to be set.
'et the pro9le option "$R) +ser -ype" at the Responsibility leel.
Why are the action options for creatin receipts di:erent in
)nventory compared Purchasin?
@n the Enter Receipts /R(HR(ER(0 form and usin! di1erent responsibilities produces
di1erent alues in the action reFuired 9eld.-he Purchasin! Responsibility shows &irect
and 'tandard while the @nentory Responsibility shows just &irect.
3hy are the action options for creatin! receipts di1erent in @nentory compared
Purchasin!P
Answer
'et the Pro9le option R(H) Allow routin! oerride to ".E'" at the application leel.
How do you pure Cancelled +e(uisitions?
Answer
-o pur!e any Purchase orders or ReFuisitions)
- assi!n the Payables Pur!e G+@ responsibility to the user
- hae the user choose that responsibility
- then choose Pur!e from the menu
- under the (ate!ory 9eld do a List of Halues and pic? 'imple ReFuisitions
for cancelled reFuisitions -he choices are listed.
Where does this information on the (uic%pic% come from and how
can this information default in?
*n the reFuisition form in the source details Ione, there is a 9eld labeled supplier item.
3here does this information on the Fuic?pic? come from and how can this information
default inP
Answer
-he supplier item 9eld on the reFuisition can be populated by usin! either the supplier
item catalo! or A'L. -a?e an item from the supplier item catalo! that has an associated
supplier item, add it to the order pad and then add it to the reFuisition. After doin! this
!o to the source details Ione. -he supplier item is defaulted in for that item you choose
from the catalo!.
2ai!ation) --6 Purchasin! --6 'upplier @tem catalo!
;ou are enterin a re(uisition and are una$le to "nd the header or
line note "elds1 Was this replaced in <3) $y attachments?
Answer
-he attachments hae replaced notes. -he attachments are better because at the
header leel, the reFuisition notes were not comin! oer to the Purchase *rder whereas
the attachment does come oer to the Purchase *rder.
How does the approver re=ect a re(uisition?
3hen you select the 2oti9cations form to reiew approals and clic? on approe button
for a ReFuisition waitin! for approal, the "Reject" bo4 is !reyed out. $ow does the
approer reject a reFuisitionP
Answer
.ou cannot reject ReFuisitions submitted to yourself. .ou can only reject those from
others.
What are standard >uotations used for?
Answer
'tandard Fuote is one that you can tie bac? to a P*.
5or all three types of >uotations and R5>s /=id, 'tandard and (atalo!0, you can de9ne
a1ectiity dates at the header leel. 5or 'tandard Fuotations and (atalo!, you
can specify a1ectiity dates for indiidual price brea?s. .ou can also de9ne your own
R5> or Fuotation types usin! the &ocument -ypes window
A 'tandard Fuotation or R5> includes price brea?s at di1erent Fuantity leels.
When do you see the status of a Purchase order as -rchived?
Answer
.ou must approe or print a speci9c purchase order before you can see it in the history
information.
Where are standard notes in <3)?
Answer
Go to 'etup --6 Attachments --6(reate attachment. Go to Purchase *rder and attach
the attachment to the Purchase *rder. @n G+@, notes are replaced by attachments.
)n Oracle Purchasin4 where is the automatic num$erin for
Purchase Order de"ned and maintained?
Answer
-he nai!ation path for G+@ is)
'etup --6 *r!aniIations --6 Purchasin! *ptions, 2umberin! alternate re!ion
-he nai!ation path for (haracter is)
R 2ai!ate 'etup Purchasin! *ptions Purchasin!, 2umberin! options
There is a "eld for the orani?ation code1 What is this code?
Answer
-his code is a short abbreiation for the or!aniIation.
Can the oriinal Purchase Order can $e viewed in any way without
resortin to &>.4 for a revised Purchase Order?
Answer
-he ori!inal ersion of a reised P* cannot be iewed from the P* form or P* summary
form. @nformation on the ori!inal P* can be obtained from the P*%$EA&ER'%AR($@HE
and P*%L@2E'%AR($@HE tables usin! the P*%$EA&ER%@& column as a common reference
usin! '>L only.
What happens if a purchase order is created with an item that does
not exist on any price list with pricin transaction entity of PO?
@n 88.L.8A, Purchasin! and Adanced Pricin! can be inte!rated. /-o setup this
inte!ration, please refer to 7etaLin? Document 455778.1>uestions about usin! Adanced
Pricin! in Purchase *rders and ReFuisitions.0 Price lists can now be created with pricin!
transaction entity of P*. 3hat happens if a purchase order is created with an item which
does not e4ist on any price list with pricin! transaction entity of P*P 3ill the system
return the error, Qitem6 and Q+*76 not found on any price listP
Answer
2o, the system will not return the error, Qitem6 and Q+*76 not found on any price list.
5unctionality is if the item on the purchase order is not found on any price list with
pricin! transaction entity of P*, then the List Price - found on the 7aster @tems form,
Purchasin! tab - will be returned to the P*.
-hus, the default for Price on purchase orders in 88.L.8A with the inte!ration of
Purchasin! and Adanced Pricin! will be List Price if the item is not found on any price
lists with pricin! transaction entity of P*.
-his is documented in bu! LAOCBNO P+R($A'@2G S A&HA2(E& PR@(@2G) @-E7 A2&
+*7 2*- *2 PR@(E L@'- H' L@'- PR@(E.
Why there is no #ata Found )n #iscoverer Wor%$oo%s When @iews
-re 3sed )nstead Of 2AB-..2 Ta$les?
3hen iews are used li?e P*%$EA&ER' instead of P*%$EA&ER'%ALL, data is not !ettin!
populated in the wor?boo?. -hat means 7*A( is not wor?in!. -he !lobal temporary
table mo%!lob%or!%access%tmp contains no data een when lo!!ed in &iscoerer Plus
8. (reate a folder from a iew where oracle synonyms are used li?e "P*%$EA&ER'"
J. Lo!in &iscoerer Plus with some Application +ser.
K. (reate an wor?boo? with the same folder.
C. 3hen e4ecuted, the wor?boo? displays the messa!e that no data to be displayed.
Answer)
Possible (ause) &ata is not passed to &iscoerer or '>LTPlus due to E-=usiness 'uite
r8J 7ulti-*r!aniIation
(ontrol Access /7*A(0 not bein! set in the session.
'ince you are not lo!!in! into the application then you would hae to set the 7ulti-*r!
conte4t li?e customer hae to do when runnin! a custom AP@.
@n R8J you hae to also set the 7ulti-*r! conte4t.
be!in
fnd%!lobal.apps%initialiIe/Suser%id,Sresponsibility%id,Sresponsibility%application%id0#
mo%!lobal.init/"Sproduct%short%name"0#
end#
PBWC:
What is PCWC?
*racle Purchasin! Release8J.A speeds up daily purchasin! tas?s with and enhanced
Professional =uyer"s 3or? (enter /P=3(0. =ased on web-based user interface models,
the 3or?(enter is a central "launch pad" from which buyers can eUciently perform their
daily tas?s)
- Hiew and act upon reFuisition demand
- (reate and mana!e orders, contracts and a!reements
- Run ne!otiation eents includin! Auctions R54s /reFuires *racle 'ourcin!0
- 7ana!e supplier information
What are the +e(uisition 0anaement D Pro"le Options?
P*) &ocument =uilder &efault &ocument -ype) -he document type that is defaulted into
the document builder re!ion.
Pro"le @alue #escription
Add to P* Add to an e4istin! Purchase *rder
2ew R5> (reate a new 'ourcin! R5>
2ew Auction (reate a new 'ourcin! Auction
2ew P* (reate a new Purchase *rder
P*) &efault ReFuisition Groupin! ) -he default for !roupin! reFuisition lines onto a
'ourcin! R5>:Auction or P*.
Pro"le @alue #escription
&efault Group reFuisition lines usin! the default !roupin!. *ne or
more reFuisition lines can be associated with one
purchase order line.
ReFuisition Group reFuisition lines usin! reFuisition !roupin!. *ne
reFuisition line can be associated with one purchase order
line
What are the Purchase Orders D Pro"le Options ?
P*) Auto Apply &efault (ontract -emplate ) &efault (ontract template in the P*.
3hat are the documents not supported in P=3(P
5ollowin! document types are not supported in P=3( )
Planned P*
Local =lan?et A!reement
Local (ontract A!reement
'cheduled Releases
=PA Releases
>uotations
R5>s
-re Preferences supported in PCWC?
Preferences are not supported in P=3(
#oes -utocreate copy descriptive 6ex"eld attri$utes from the
re(uisition to the created document?
2o - if you hae &escriptie 5le49elds /&550 set up a!ainst the ReFuisition at $eader,
Line and
&istribution leel, after runnin! Autocreate you will 9nd that only the &istribution &55
Attributes are copied across to the P* &istribution.
-his is e4pected behaiour, because the &istribution is the 9rst leel at which a one-to-
one relationship between the ReFuisition and Purchase *rder data can be !uaranteed.
/7ultiple ReFuisition $eaders and Lines can be summariIed into one P* $eader and one
P* Line0.
Please be aware also that the &istribution &55 Attributes are simply copied from the
ReFuisition to the P* - that is to say, the 5le49eld AP@ code is not ino?ed. -his means
that if an Attribute on the ReFuisition side is empty but the correspondin! Attribute on
the P* side is de9ned as "7andatory", after Autocreate the mandatory Attribute on the
P* &istribution will be empty, but no error or warnin! will hae been reported.
#oes -utocreate copy Eotes from the re(uisition to the document
you are creatin?
.es, 2otes are copied from the reFuisition lines and the correspondin! reFuisition
header.
What are the columns on which -utocreate com$ines multiple
re(uisition lines into a sinle document line?
5or purchase order, Purchasin! combines the Fuantities of all reFuisition lines that hae
the same item, item reision, line type, transaction reason, and unit of measure onto a
sin!le document line. 5or R5>s, Fuantities of all reFuisition lines that hae the same
item, reision, and line type are combined.
What price $ecomes the actual price in the case where multiple
re(uisition lines with di:erent prices are com$ined to a sinle PO
line?
-he lowest unit price from the combined reFuisition lines becomes the actual price of
the purchase order line.
What are the columns $ased on which &hippin information is
com$ined $y -utocreate?
5or purchase orders and releases, Purchasin! combines shipment information only if the
reFuisition lines hae the same need-by date, ship-to location, or!aniIation, Accrual
type /period-end or on-line0 and shipment type .
#oes -utocreate add to an existin PO shipment that has $een
encum$ered?
Purchasin! does not add to an e4istin! purchase order shipment if that shipment has
been encumbered een thou!h all the !roupin! columns necessary to combine shippin!
information are there.
What can $e done to open the created document directly once
-utocreate is done successfully?
'et the pro9le option P*) &isplay the autocreated &ocument to .es, Purchasin! displays
the Purchase *rders, Releases, or R5> window, as appropriate, after creatin! your
document lines.
Can re(uisition line with item num$er and without item num$er Fone
time itemG $e com$ined to sinle document line in -utocreate?
@f you want to combine two reFuisition lines for the same item, one with an item number
and one without, you hae to manually autocreate the document and use 7odify on the
-ools menu to add the prede9ned item to the reFuisition line for the one-time item.
Note: You cannot use Modify with outside processing items or if you are using
encumbrance or budgetary control.
Can you autocreate a release if the description of the re(uisition
created in PO is di:erent of the description of the Clan%et?
2o, @f we do not choose an item, that is if the reFuisition and blan?et are created with
one time:e4pense items the autocreate process tries to match the descriptions as item
id"s are null. -he only di1erentiatin! factor in one time items /item id null0 is the
description.
How do you prevent -utocreate from seein re(uisitions from
another orani?ation?
ReFuisitions and Purchase *rders are not or!aniIation speci9c. @f you do not want to be
able to see or access reFuisitions across di1erent or!aniIations, then you need to set up
di1erent operatin! units with di1erent responsibilities tied to each one.
Can you autocreate from a (uotation and tie the PO to the
associated (uotation and re(uisition?
.es, you can autocreate from a >uotation.
2ai!ation)
8. (reate and approe a reFuisition.
J. Go to the Auto(reate 'creen, chose the reFuisition form the pool of approed
reFuisitions.
K. (han!e the &ocument -ype 9eld to R5> and clic? the automatic button.
C. -he R5> is created and appears on the screen.
L. Enter the reFuired 9elds on the R5> /Fuote a1ectiity0, clic? on the 'upplier button
and choose the list of suppliers.
(han!e status to actie and sae.
D. -o enter the endor responses a >uote must be created.
Go to the R5> screen and Fuery up the R5> you just created.
(lic? 'pecial on the -ool bar and choose (opy &ocument.
-his will create your Fuotation.
B. Go to the >uotation screen and Fuery up the new Fuotation and enter
the price brea? information. (han!e the description /if P* attribute is set to allow the
description to be chan!ed0.
O. Approe the Fuotation.
N. Auto(reate the P* from the reFuisition.
&elete the description if the Fuote has a description di1erent than the reFuisition
(lic? on the catalo! button - Receie messa!e
.our can update only the price for the saed record.
*pen the (atalo! to select price only
(lic? .E'
8A. 'elect the Fuote.
88. .ou will now hae both the reFuisition and Fuote tied to the P*.
Where does the 2note to $uyer2 show on an autocreated PO?
*n the Auto(reate form, !o to the 5older menu and choose 'how 5ield. 'elect 2ote to
=uyer and clic? *V. -he 9eld will now be displayed.
@f you would li?e this 9eld to be displayed eery time you use autocreate, !o to 5older
-6 'ae As... Gie the folder a name and chec? the *pen as &efault bo4.
#oes the supplier name from a re(uisition et carried over to an
autocreated purchase order?
-he standard functionality is that if the reFuisition has a the Msu!!ested supplier nameM
9eld populated, it would carry oer to the autocreated P*. -he Msu!!ested supplier
nameM 9eld will only carry to the autocreated P* if it was selected from the list of alues
on the reFuisition. @f it is typed in manually, it will not carry oer.
What causes the -PP*1'8H8 error when autocreatin a re(uisition?
-here are seeral thin!s that must be performed to address this issue)
T Pro9le *ption in 7RP must be set as follows)
- 7RP) 'ourcin! Rule (ate!ory 'et alue must be set to Purchasin! in the Purchasin!
application.
T Auto(reate =lan?et P*
- Reisions do not default for @tems when autocreatin! =lan?et P* and the @tem Reision
W must be entered.
- -he @tem Reision number on the reFuisition must match the @tem Reision number on
the P*.
T 2ai!ate) 'etup --6*r!aniIation --65inancial *ptions# and in the Alternate Re!ion
E2(+7=RA2(E, erify if the RE>+@'@-@*2 E2(+7=RA2(E chec?bo4 is chec?ed.
T @n the 'ys Admin Responsibility nai!ate to)
Pro9les,6 Fuery for the Pro9le *ption P*) A+-*(REA-E GL &A-E.
@f usin! the Encumbrance for ReFuisitions, then this Pro9le *ption can be set to either
A+-*(REA-E &A-E or RE>+@'@-@*2 GL &A-E. @f not usin! Encumbrance, then you may
set it to 2+LL. -his will sole the problem.
-he Pro9le *ption P*) A+-*(REA-E GL &A-E is applicable only if you are usin!
Encumbrance for ReFuisitions.
How do you autocreate a re(uisition with a document type as
$lan%et release when re(uisitions were imported from a 5rd party
system?
Ensure the line types selected for ReFuisitions are appropriate. .ou need to hae
ReFuisition Line types and P* Line types correctly associated. Rerun the process and
erify that the system does not error out.
'ubmit the reFuest for reFuisition import and use the Auto(reate window to create
document with type as =lan?et Release a!ainst the reFuisition.
2ai!ation)
Purchasin! -6 Reports -6 'ubmit a reFuest for ReFuisition @mport
Purchasin! -6 Auto(reate
How do you autocreate 0+P enerated re(uisitions to a $lan%et
purchase order?
5irst initiate the Release Purchase ReFuisitions from the Planners 3or?bench.
2ai!ation)
7aterial Plannin! -6 7RP -6 3or?bench
'econd, in the Purchasin! Responsibility, Auto(reate the reFuisition to a =lan?et P*.
2ai!ation) Auto(reate
5or Autocreate to 9nd these reFuisition lines from 7RP, the =lan?et P* line type must be
set to Goods because the 7RP Purchase ReFuisition is always created with a line type of
Goods. -he reason that 7RP uses the line type of Goods is because Goods is seeded
data and because the 7RP Planner 3or?bench uses 7RPPREL=.pls to insert a record
into the P*%RE>+@'@-@*2%@2-ER5A(E table.
Can you autocreate more than one standard PO in one autocreate
session?
.es,
8. 5ind the reFuisition lines to be autocreated.
J. (hoose a line.
K. Autocreate the purchases order usin! the automatic button.
C. &o not leae the reFuisition lines screen.
L. (hoose a di1erent line.
D. -ry to autocreate another standard purchase order by clic?in! the automatic button.
B. -he system !ies the messa!e) app-8CANA) no reFuisition lines were autocreated.
Try to autocreate4 $ut the system hans4 how to cancel the
re(uisition that are loc%ed?
(hec? if there is a loc? on the P* related tables.
'elect object%id, session%id, oracle%username, os%user%name,
Process, loc?ed%mode
5rom sys.%Xloc?ed%object#
'elect a.object%name, b.oracle%username
5rom all%objects a, Xloc?ed%object b
3here a.object%id , b.object%id
And a.object%name li?e "poE"#
@f you hae any records returned, you hae a loc?. -o disable the loc?, ?ill the session.
Re!eneratin! the form and bouncin! the database will unloc? all the objects.
What is the pac%ae or procedure that stores the autocreate
process?
P*Y=3P8=.pls - autocreate po pac?a!e body.
&escription) this pac?a!e contains all the functions to create purchase orders, releases
and rfF"s from data stored in the po%headers%interface, po%lines%interface and
po%distributions%interface tables. 3hen a user selects a line to be autocreated, it loads
the aboe interface tables. At that point the functions which are part of this pac?a!e are
called and moe to create the reF line into a release or purchase order.
What does the roupin method 2#efault2 indicate in the autocreate
form?
3ith the !roupin! method "default" reFuisition lines for the same item, reision, line
type, unit of measure, and transaction reason are combined into indiidual purchase
order lines# and reFuisition lines for the same item, reision, and line type are combined
into indiidual rfF lines.
-here are two new pro9les added to control the reFuisition line !roupin! usin!
autocreate. )-
P*) +se 2eed-by &ate for &efault Autocreate !roupin!
P*) +se 'hip--o *r!aniIation and Locationfor &efault Autocreate !roupin!
ReFuisition lines with di1erent need by dates or ship to information will be autocreated
into two P* lines with one shipment each if the correspondin! pro9le is set to ".es" or if
it is unset.
@f the pro9le is set to "2o", ReFuisition lines with di1erent need by dates or ship to
information will be autocreated into a sin!le line with multiple shipments and if there is
any source document on the P* line the pricin! will be determined usin! the ship to and
need by information from the 9rst shipment.
) autocreated a PO with two lines1 When ) o to the purchase order
entry screen and (uery the PO4 instead of showin the lines created4
it only shows a new line with num$er 51 Why?
7a?e sure @nentory or!aniIation 9eld is populated in 5inancial *ptions.
Why is there no cateory displayed or list of values for the cateory "eld in
the purchase order you are creatin?
.ou must also create cate!ory codes for your items. -hen create a (ate!ory
set for Purchasin! controlled at the master leel. Assi!n your items to a
cate!ory code and the Purchasin! cate!ory set you hae created. (on9rm
that in &efault (ate!ory 'ets the Purchasin! application points to the
Purchasin! (ate!ory set. -his will populate the cate!ory and description
when the item number is selected at the P* line leel.
) have ena$led POB.)EE& #FF with a context "eld capitalBexpenseB6a as
reference1 ) now receive -PP*FE#*88IJI error in Enter >uotations form1
-his &55 is based on P*%L@2E'%ALL table. -he >uotation lines as well as the
P* lines share this table as the base, as well as share the same &55. 5ield
capital%e4pense%Ga! is not present in >uotations form. -herefore you may
not use this 9eld as the reference 9eld for P* Lines &55. *ther 9elds which
you may not use include) @nspection%ReFuired%5la!,
@tem%(lass%Loo?up%(ode, List%Price%Per%+nit, 2e!otiated%=y%Preparer%5la!,
Reference%2um, -a4able%5la!.
What is the di:erence $etween the areed amount and the amount limit "elds
while enterin a contract purchase areement and issues related to these
"elds?
8. -he a!reed amount 9eld at the header leel is copied to the amount limit in the terms
and conditions bloc?. -his is also the amount that is printed on the blan?et a!reement
and represents the contract amount between you and the endor.
J. -he amount limit 9eld will restrict the cumulatie releases applied to this purchase
a!reement from e4ceedin! the speci9ed dollar amount entered here. -he alue of this
9eld must be eFual to or !reater than the a!reed amount 9eld. -his column is used for
release approal amount alidation. @f the total cumulatie releases e4ceed this amount
approal will fail. -he purpose of this 9eld is to allow user to set a hi!her approal
amount limit than the amount a!reed.
;ou are una$le to view the PO from the )nvoice 0atch window1 )t ives an
error9 -PP*1'1!!9 EO +ECO+#& 0EET ;O3+ &E-+CH C+)TE+)-1
-his could happen if the document security setup of P* does not allow this user to
access the P*. - .ou need to ensure that user is set to =uyer in the Purchase *rder, or -
.ou need to alter the setup /'ecurity Leel0 to Public.
What is the di:erence $etween POB.)EEB)# and .)EEBE30 in the ta$le
POB.)EE&B-..?
P*%L@2E%@& is the uniFue system !enerated line number inisible to the user. L@2E%2+7
is the number of the line on the Purchase *rder.
What2s the di:erence $etween the due date and close date on the +F>?
Enter the &ue &ate when you want your suppliers to reply. Purchasin! prints the reply
due date on the R5>. Purchasin! noti9es you if the current date is between the R5>
reply due date and the close date and if the R5> is Actie. Purchasin! ?nows that a
supplier replied to an R5> if you enter a Fuotation for this supplier referencin! the R5>.
Enter the (lose &ate for the R5>. Purchasin! prints the close date on the R5>.
Purchasin! noti9es you if the current date is between the R5> reply due date and the
close date and if the R5> is Actie. Purchasin! warns you when you enter a Fuotation
a!ainst this R5> after the close date.
When does a Purchase Order line et the closure status of 2Closed for
+eceivin2?
Purchasin! automatically closes shipments for receiin! and inoicin! based on controls
that you specify in the Purchasin! *ptions window. *nce all shipments for a !ien line
are closed, Purchasin! automatically closes the line.
When does a Purchase order et the status of 2Closed2?
3hen all lines for a !ien header are closed, Purchasin! automatically closes the
document.
What is the use of list price and mar%et price on Purchase Order?
@f you hae entered an item, Purchasin! displays the list price for the item. .ou can
accept the default list price or chan!e it. .ou can use this 9eld to help ealuate your
buyers. Purchasin! uses the list price you enter here in the sain!s analysis reports.
'ain!s Analysis Report /=y =uyer0 and 'ain!s Analysis Report /=y (ate!ory0. @f you
enter an item, Purchasin! displays the mar?et price for the item. +se this 9eld to help
ealuate your buyers. Purchasin! uses the price you enter here in the sain!s analysis
reports if you do not proide a alue in the List Price 9eld.
What is the sini"cance of the "elds 2-llow Price override2 and 2Price limit2?
5or planned purchase orders and blan?et purchase a!reements only, chec? Allow Price
*erride to indicate that the release price can be !reater than the price on the purchase
a!reement line. @f you allow a price oerride, the release price cannot e4ceed the Price
Limit speci9ed on the line. @f you do not allow a price oerride, the release price cannot
e4ceed the +nit Price. .ou cannot enter this 9eld if the line type is amount based. @f you
allow price oerride, enter the Price Limit. -his is the ma4imum price per item you allow
for the item on this a!reement line.
What is the di:erence $etween the control actions 2On Hold2 and 2Free?e2 for a
Purchase order?
.ou can place a Purchase order "*n hold" only at the header leel. -his un-approes the
purchases order while preentin! printin!, receiin!, inoicin!, and future approal until
you remoe the hold. .ou can "5reeIe" only at the header and release leel. .ou freeIe a
Purchase order when you want to preent any future modi9cations to the Purchase
order. 3hen you freeIe a Purchase order, you can still receie and pay for !oods you
already ordered.
What is the di:erence $etween the Field 2Firm2 in the 2Terms and Conditions2
window and in the alternate reion 2more2 in the PO shipments?
-he 5ield "5irm" in the "-erms and (onditions" indicates that the Purchase order is 9rm.
5irm your purchase order when you want to indicate to 7aster 'chedulin!:7RP or your
manufacturin! application that it should not reschedule this purchase order. -he 5ield
"5irm" in the alternate re!ion "more" in the P* shipments indicates that the Purchase
order shipment is 9rm. 5irm your purchase order shipment when you want to indicate to
7aster 'chedulin!:7RP or your manufacturin! application that it should not reschedule
this purchase order shipment.
3na$le to open the Purchase Orders form due to error9 ;ou are not setup as
an employee1
-he error is referrin! to the =uyer form setup in the Purchasin! module. -he employee
setup mi!ht state that they hold a =uyer position or job. $oweer, in order to access the
Purchase *rders or Autocreate form you must de9ne the employee in the =uyer form
/'etup:Personnel:=uyers0. Also, ensure the employee name is de9ned in the employee"s
lo!in information /'ystem administrator:'ecurity:+ser:&e9ne0
Also ensure the followin! pro9le options at the site, application, responsibility and user
leel are set to the correct alue)
$R) 'ecurity Pro9le
$R)=usiness Group
7*) *peratin! +nit
How do ) chane the &upplier on a saved or approved PO?
-he system does not allow 'upplier update on a saed or approed P*. .ou will need to
cancel the P* and create a new P* with the correct 'upplier.
) have accidentally cancelled a PO1 How can ) uncancel?
-he 'ystem as?s for your con9rmation before cancelin! a P*. (ancelin! is not a
reersible process. .ou cannot retriee bac? a cancelled P*.
Can ) setup a di:erent Purchase Order type default for the PO form?
-he Purchase *rders form always defaults a P* type of "'tandard Purchase *rder", and
there is no setup, which can chan!e this. Althou!h the default alue cannot be chan!ed,
the user can oerwrite the defaulted type once the Enter P* form is opened.
The )tem is setup in the item master $ut is missin from the item .ist of
@alues1
.ou should chec? the 5inancial *ptions setup and ensure in the alternate re!ion Ione
'upplier-Purchasin! that you hae in the @nentory *r! the correct or!aniIation. -he
majority of *racle customers hae this set to their @tem 7aster for the best results.
'electin! another or!aniIation limits items and related actiity to that speci9c or!. 3ith
the broad selection of item master the client will hae !reater functionality across
multiple or!aniIations.
How do you chane the unit price on a PO line once the line has $een received
or invoiced?
*racle Purchasin! will not allow unit price update on @nentory line items when the line
is receied or billed because accountin! transactions hae already ta?en place. -he
di1erence between the P* price and inoice price will be recorded in the @noice Price
Hariance Account, which will show up on the @noice Price Hariance report. @f you hae
mista?enly entered the incorrect price on the P*, then you can wor?around this by
cancelin! or bac?in! out the inoice and processin! a return on the receipt, which will
allow unit price update.
Can the oriinal Purchase Order can $e viewed in any way4 for a revised
Purchase Order?
-he ori!inal ersion of a reised P* cannot be iewed from the P* form or P* summary
form. @nformation on the ori!inal P* is stored in the P*%$EA&ER'%AR($@HE and
P*%L@2E'%AR($@HE tables, and can be obtained throu!h '>L, usin! the P*%$EA&ER%@&
column as a common reference.
Where is the automatic num$erin for Purchase Orders de"ned and
maintained?
@t is de9ned in Purchasin! *ptions window. -he nai!ation is)
'etup:*r!aniIations:Purchasin! *ptions, 2umberin! alternate re!ion.
Why is my Purchase Order closin $efore a receipt is processed?
(hec? the Receipt (losed -olerance and the 7atchin! setup. @f 7atchin! is set to eFual
J-way, the P* will close once the Purchase *rder is approed. @f the line of the Purchase
*rder is receied within the tolerance the line will close.
Create a Purchase Order1 )nput the Header and .ine information and "nd that
the &hipments $utton at the $ottom of the form is rayed out1
'etup the Receiin! *ptions to enable the 'hipment =utton in the Purchase *rder form.
2ai!ation) 'etup --6 *r!aniIations --6 Receiin! *ptions. *nce set-up these options
for your *r!aniIation you will hae the 'hipments button enabled. Ensure that the
Purchasin! *ptions and 5inancial *ptions are de9ned for your *r!aniIation.
-ccessin the Purchase Order entry screen and ettin the error9 -PP*1'1'!
<ETBW)E#OWBO+<B&OC 8'8 O+-*1'85 Eo #ata Found1
Attach the correct *peratin! +nit to the responsibility =. &e9ne Purchasin! *ptions (.
&e9ne 5inancial *ptions.
When ) enter a new PO4 the Preparer is always defaulted as the $uyer1 Why
am ) una$le to chane it?
+nchec? the chec? bo4 "Enforce =uyer 2ame in the Purchasin! *ptions. 'etup
-6*r!aniIation -6 Purchasin! *ptions /Alternatie re!ion "(ontrol"0 .
Why is there no cateory displayed or list of values for the cateory "eld in
the purchase order you are creatin?
.ou must also create cate!ory codes for your items. -hen create a (ate!ory set for
Purchasin! controlled at the master leel. Assi!n your items to a cate!ory code and the
Purchasin! cate!ory set you hae created. (on9rm that in &efault (ate!ory 'ets the
Purchasin! application points to the Purchasin! (ate!ory set. -his will populate the
cate!ory and description when the item number is selected at the P* line leel.
) have ena$led POB.)EE& #FF with a context "eld capitalBexpenseB6a as
reference1 ) now receive -PP*FE#*88IJI error in Enter >uotations form1
-his &55 is based on P*%L@2E'%ALL table. -he >uotation lines as well as the P* lines
share this table as the base, as well as share the same &55. 5ield capital%e4pense%Ga! is
not present in >uotations form. -herefore you may not use this 9eld as the reference
9eld for P* Lines &55. *ther 9elds which you may not use include)
@nspection%ReFuired%5la!, @tem%(lass%Loo?up%(ode, List%Price%Per%+nit,
2e!otiated%=y%Preparer%5la!, Reference%2um, -a4able%5la!.
What are the di:erent authori?ationBstatus can a re(uisition have?
Approed, (ancelled, @n Process, @ncomplete, Pre-Approed, Rejected, or Returned.
Can an approved re(uisition $e viewed in the +e(uisition form?
2o, an approed reFuisition cannot be iewed in the ReFuisition form. Approed or @n
Process reFuisitions can only be iewed in the ReFuisition 'ummary form. *nly
ReFuisitions, which hae @ncomplete, Returned, and Rejected status, can be iewed
from Enter ReFuisition form.
Can an approved re(uisition $e revised?
An approed reFuisition can be reised usin! the (han!e ReFuisition process in
iProcurement.
Why is there no list of values for items in the re(uisition form after they have
$een de"ned in the item master?
-he list of alues should be aailable. Please reiew 'upplier-Purchasin! information for
the 5inancial *ptions to ensure the correct or!aniIation has been selected for the
@nentory *r!. 'etup-6 *r!aniIations-65inancial *ptions-6'upplier-Purchasin!
)s the &upplier item "eld a validated "eld?
2o, the supplier item 9eld is not a alidated 9eld. @t is for reference only.
How can you have speci"c +e(uestor defaulted on +e(uisition form?
@n order to hae a speci9c reFuestor default onto the reFuisitions form, the user will
hae to set the followin! in the user will hae to set the followin! in the user"s
reFuisition preferences. 2ai!ation) :Purchasin! -6 ReFuisitions -6 ReFuisitions Go to
special -6preferences (lic? in the reFuestor 9eld (hoose a reFuestor from the list of
alues (lic? the "apply" button, a messa!e " new preferences now in e1ect." (lose the
reFuisitions form Re-open the reFuisitions form (lic? in the lines re!ion, the reFuestor
from reFuisition preferences should appear in the reFuestor 9eld. -he reFuisition
preferences are only alid while wor?in! on it , user needs to re enter reFuisition
preferences each time he starts the applications.
Can ) chane the item num$er in re(uisition lines after savin the record?
+ser is not allowed to chan!e the item number of a saed record in *racle Purchasin!
ReFuisition 5orm. @f user 9nds that the item entered by him in a saed record is wron!
then he has to delete that record and enter a new record for the reFuired item. +ser is
allowed to chan!e the -ype, &escription, +*7, >uantity, Price, 2eed by date in a saed
record in the Enter ReFuisition form. Also he can chan!e the item cate!ory if item
number of the saed record in the Enter ReFuisition 5orm is 2+LL.
What all control actions ) can perform on a re(uisition throuh #ocument
control window?
(ancel and 5inally close.
What is the authori?ationBstatus of a re(uisition after Finally closin it?
3hen we 9nally close the reFuisition from ReFuisition 'ummary form the
authoriIation%status of the reFuisition does not chan!e. @nstead it"s closed%code
becomes "5@2ALL. (L*'E&".
Can ) cancel or "nally close any re(uisition from #ocument Control Window?
2o. Purchasin! lets you cancel or 9nal close a reFuisition or reFuisition line before your
mana!er approes it or before a buyer places it on a purchase order. 2o control actions
can be performed on an @ncomplete reFuisition. .ou cannot 5inally close a "Pre-
Approed" ReFuisition.
What happens if the re(uisition cancelled of "nally closed throuh #ocument
Control Window and encum$rance is on?
@f you are usin! encumbrance or bud!etary control, Purchasin! automatically creates
ne!atie debit encumbrance entries for the cancelled reFuisitions. 3hen you 9nal close
a purchase order, Purchasin! creates credit entries which reerse the encumbrances.
How can ) con"rm that my re(uisition has suKcient funds?
Go to /70 'pecial-6(hec? for funds.
How to "nd out which sales orders are lin%ed to a Purchase Order?
@n ReFuisition 'ummary form /70 'pecial-6 Hiew Purchase *rder. @n the "'pecial" 7enu
itself you can see the option" Hiew 'ales *rder".
What does the status Pre*-pproved mean4 and how does a document reach
this status?
-he status of Pre-Approed is the outcome of a person forwardin! a document for
approal een thou!h the forwardin! person has the necessary authority to approe it.
-he document may hae been forwarded by mista?e or for business reasons. @t is not
possible to perform a receipt a!ainst a document with a status of Pre-Approed.
When you try to 2&ave2 a re(uisition4 the followin messae appears9
POB-..BPO&T)E<BE-1
-his happens when you do not hae a alid code combination for the accounts
defaultin! on the distribution account. Ensure that the account has a alid code
combination.
While forwardin re(uisition for approval4 error -PP*1'87I9 3ser exit po
"ndBforward returned error1
-here is no 5orward 7ethod speci9ed in the setup. -he 5@2&%5*R3AR& function cannot
9nd any rules to determine the forward to person. 2ai!ate to the &ocument -ypes
5orm /P*Y'-&&-0 in Purchasin! Responsibility. 'etup -6 Purchasin! -6 &ocument -ypes.
'elect the document type of ReFuisition /@nternal or Purchase0 and ma?e sure that the
9eld "5orward 7ethod" is not blan?. @f it is blan?, set it to either $ierarchy or &irect, then
sae.
3na$le to enter Pro=ect information on the #istri$ution line of a +e(uisition1
.ou cannot enter project information for inentory destinations /unless you hae Project
7f! installed0. 'ettin! &estination -ype , E4pense will resole the problem. .ou will
then be able to enter information in the remainin! Project related 9elds.
When a re(uisition is autocreated to a purchase order4 supplier information is
not populated in the purchase order header1
-his happens when a reFuisition number is entered in the 5ind ReFuisition Lines window
and document is autocreated. =ut if you enter the reFuisition number and supplier
details in the 5ind ReFuisition Lines window and autocreated the document to purchase
order. -he purchase order now contains supplier details in the purchase order header.
'upplier information at the reFuisition leel is actually a su!!ested 'upplier, and the
buyer has an option to decide which supplier to pic? on the P* header. Also, if you try to
Autocreate multiple reFuisitions with di1erent 'uppliers Autocreate would not ?now
which supplier to use. $ence the endor information cannot be defaulted. -his is the
standard functionality of *racle Applications. 3or?arounds) 8 - Enter the su!!ested
supplier on the "5ind ReFuisition Lines" 'earch (riteria window and this is populated on
P* header when autocreated. J - Enter the supplier information in the "'elect Purchase
*rder" Ione.
The system does not allow you to chane the Price and , or (uantity of an
approved +e(uisition line $efore -utoCreatin a Purchase Order1
3hen you are usin! Encumbrance Accountin!, by enablin! the =ud!etary (ontrol Ga!
for a set of boo?s, the system automatically creates encumbrances from ReFuisitions,
Purchase *rders and other transactions ori!inatin! from modules such as Purchasin! S
Payables.
@n this case, the funds are chec?ed at the ReFuisition Leel. .ou cannot chan!e the Price
and >uantity once the reFuisition has been approed. -his is the 'tandard functionality
of *racle Applications.
After Autocreatin! a Purchase *rder, you can chan!e the Fuantity and price.
Cannot "nd a #ocument in the Eoti"cations form which has $een forwarded
$y an intermediate -pprover1
'eeral thin!s with *racle 3or?Gow can cause documents to be stuc? "in process",
howeer, this particular issue deals with duplicate data in your $R system.
+sin! your 'ysAdmin responsibility, nai!ate to 'ecurity--6+ser--6&e9ne and perform a
Fuery on the Person 9eld usin! the employee name of the approer you are tryin! to
forward the document to.
-his should return a record for only 8 user. @f the employee is assi!ned to more than 8
user name, 3or?Gow will not ?now who to delier the noti9cation to and the document
will han! with a status of "in process".
;ou are allowed to update 2#estination Type2 from 2)nventory2 to 2Expense2 in
the re(uisition form1
@f you setup destination type as M@nentoryM in the item setup and in the ReFuisitions
form if you chan!e the destination type to ME4penseM, then this will oerride the
destination type setup in item setup. -he &estination type will carry oer from the
ReFuisition into the Purchase *rder when autocreatin!.
Clic%in on the .O@ to select an employee to forward the document ives
error9F+0*'1L589 .ist Of @alues contains no entries1
.ou need to run the followin! sFl)
'>L6select can%preparer%approe%Ga!, default%approal%path%id
from po%document%types%all
where document%type%code , "RE>+@'@-@*2"#
@f the results return a 2+LL alue for can%preparer%approe%Ga! then you need to
perform the followin!) 2ai!ation) Purchasin! -6 'etup -6 Purchasin! &ocument -ypes.
@n the document window type window use ReFuisition in the type 9eld. Enable M*wner
(an ApproeM chec? bo4 sae it disable it sae it and enable it. -his is to set the Ga!
accordin!ly. 2ow sae the record. 2ow when you enter a reFuisition and forward the
reFuisition for approal you can hae L*H in the forward 9eld.
The re(uisition can $e saved without the need*$y date "eld $ein populated1
Line items that are put on reFuisitions must be planned. @t is necessary that the items
are planned in order for the need-by date to be enforced.
'tep-by-step solution)
G+@ - >uery the item in the @tem 7aster
- (hoose the General Plannin! sub-re!ion
- 7a?e the item planned
(har - 2ai!ate - @tems - +pdate
- >uery item
- @n @tem &etails re!ion choose select
- 7a?e the item planned
)n the Enter Purchase Order form and in the Enter +e(uisitions form4 the .ist
of @alues in the )tems "eld is not retrievin some of the items1
@n the Enter Purchase *rder form and the Enter ReFuisitions forms, the List of Halues
/L*H0 in the @tems 9eld is not based on what or!aniIation your purchasin! responsibility
is pointin! to. @nstead, it is based on the @nentory *r!aniIation entered in the 5inancial
*ptions form under 'upplier - Purchasin!. @n the Enter Purchase *rder form and the
Enter ReFuisitions forms, the List of Halues /L*H0 in the @tems 9eld is not based on what
or!aniIation your purchasin! responsibility is pointin! to. @nstead, it is based on the
@nentory *r!aniIation entered in the 5inancial *ptions form under 'upplier -
Purchasin!. (han!in! the @nentory *r!aniIation de9ned in the 5inancial *ptions to the
@tem 7aster or!aniIations will permit you to select those items.
The items with destination type as )nventory have the destination type as
Expense defaultin in the Enter +e(uisitions form1
-he defaults do not come in for a reFuisition, if the in%or!aniIation%id column is blan?
in $R%L*(A-@*2' table and does not !et populated. -he in%or!aniIation%id is lin?ed to
location and this in turn is lin?ed to employee and which e4plains why when you enter
the item in reFuisition form the or!aniIation and 'hip--o Location 9eld were not !et
populated and therefore the destination type was not comin! as inentory. .ou hae to
populate in%or!aniIation%id in $R%locations table which will resole the problem.
What is Center*.ed Procurement?
(enter-Led or (entraliIed Procurement is new functionality deliered in 88.L.8A or
'upply (hain 5amily Pac? J. @n 88.L.N or Procurement 5amily Pac? @, buyers are able to
leera!e =lan?et Purchase A!reement prices across operatin! units but Purchase *rder
creation is only possible in the operatin! unit where demand ori!inated.-his new
functionality allows procurement operations to be run and maintained from a sin!le
location sometimes referred to as a 'hared 'erice (enter. Purchase *rder creation can
be performed in one central operatin! unit and then receied by another operatin! unit
where the reFuisition was raised.
@n 88.L.8A:R8J, Global A!reements can be either =lan?et Purchase A!reements or
(ontract Purchase A!reements with a supplier that can shared between operatin! units.
-hese documents can then be used for automatic sourcin! of reFuisition demand from
any enabled business units. As Receiptin! occurs in di1erent operatin! unit to the
Purchase *rder, transactions such as receipts, inoice matches or payments
automatically initiate the appropriate cost transfer or inter-company inoicin!
accountin! transactions based on the rules de9ned in the 9nancial relationship between
the Procurin! and ReFuestin! operatin! units.
What are the setups steps re(uired for Center*.ed Procurement?
-he followin! setups are reFuired)
/i0 @n *racle @nentory, de9ne transaction Gows. -ransaction Gows de9ne the
procurement relationship between di1erent operatin! units. 'ee "-ransaction 'etup" in
the *racle @nentory +ser Guide.
/ii0 'et $R) (ross =usiness Groups pro9le to .es.
/iii0 &e9ne a supplier site for the supplier in both ReFuestin! and Procurin! *peratin!
+nits.
/i0 (reate an approed Global A!reement in the Procurin! or 2e!otiatin! *peratin!
+nit.
(reate a blan?et purchase a!reement or contract purchase a!reement with
Global chec?ed.
Enable the ReFuestin! or!aniIations that can reference the !lobal a!reement
/-ools 6 Enable *r!aniIations0.
5or each reFuestin! or!aniIation, specify the Purchasin! *r!aniIation and the
supplier site for the supplier.
/0 (reate 'ourcin! rules, sourcin! rule assi!nment set entries and A'L entries
manually, or alternatiely perform automatically at at Purchase order submit form.
/i0 (reate a ReFuisition a!ainst your !lobal a!reement in any or!aniIation that is
enabled.
What are the &upported setups for Center*.ed Procurement?
(ross-*peratin! +nit Procurin! is 2*- supported when)
@nter-(ompany -ransaction 5low are not de9ned or alid
Encumbrance is "*2" in either ReFuestin! or Purchasin! *peratin! +nits.
Project:-as? is speci9ed with e4pense destination.
ReFuisition line is H7@ enabled /see *racle @nentory +ser Guide0.
ReFuisition shipment has a consi!ned relationship /see *racle @nentory +ser
Guide0.
&estination inentory or!aniIation is *P7 enabled /'ee *racle Process
7anufacturin! +ser Guide0
@tem is not de9ned in the reFuestin! or purchasin! operatin! unit, destination
inentory or!aniIation, or lo!ical inentory or!aniIation /as de9ned in -ransaction 5low0
@tems must hae attributes as documented as per @ntercompany @noicin! 'etup
section in @nentory +ser Guide / ie inentory item enabled, stoc?able, transactable,
cost enabled, etc0
5or 'erice Line -ypes, if $R) (ross =usiness Groups pro9le , 2o then the ReFuestin!
and the Purchasin! *peratin! *r!aniIations must be in the same business !roup.
)s there any additional setup re(uired for iProcurement?
2o. iProcurement uses Purchasin! setups to correctly source reFuisitions raised.
=ul?loaded catalo! items in iProcurement can leera!e (enter-Led functionality when
suppliers are associated with Global (ontract A!reements.
Q1. What are Reminder notifications?
Once an approver does not respond to an approval notifcation for quite sometime, then
a reminder notifcation can be sent out to the approver. You can send up to two
reminders to an approver using the Timeout feature. You can also specify that after a
certain period of time, the document be forwarded automatically to the next approver in
the hierarchy. This feature is setup by changing the Purchase Order (PO) and/or
Requisition approval workfow in Oracle Workfow Builder.
Q2. How do you setup the timeout feature?
In Oracle Workfow Builder, open the "PO Approval" workfow (for purchase orders) or
the "PO Requisition Approval" workfow for requisitions. To enable the Timeout feature
in the PO Approval workfow, modify the following activities in the Notify Approver sub
process by entering a Timeout period in their Properties windows:
Approve PO Notifcation, PO Approval Reminder 1, and PO Approval Reminder 2.
To enable the Timeout feature in the PO Requisition Approval workfow, modify the
following activities in the Notify Approver sub process by entering a Timeout period in
their Properties windows: Approve Requisition Notifcation, Requisition Approval
Reminder1, and Requisition Approval Reminder2. Refer to Note 124695.1 for more
details on the implementation steps.
Q3. Any prerequisite for timeout to work?
The Workfow Background Process must be running for the reminder notifcations to be
generated. The background process must be set to run periodically if you want the
reminders to be regularly generated. Run this program with parameter "Timeout" set as
"Yes", and "Item Type" parameter as "PO Approval Process" or "PO Requisition
Approval Process" whichever is appropriate.
Q4. How do you enerate the notifications for the documents that need to !e started up in
appro"a# yet?
You can run the Send Notifcations For Purchasing Documents program to search for
documents that are incomplete, rejected, or in need of re-approval and send
notifcations to the appropriate people informing them about the documents' status. A
new notifcation will not be generated if a previous one is still active.
Q$. What are the different types of reminders that the notifications can !e sent for?
When the Send Notifcations For Purchasing Documents program is run, notifcations
are generated regarding the following situations:
- POs and requisitions are Incomplete, Rejected or may require re-approval.
- POs and Releases require acceptance and acceptance is not yet received.
"Acceptance past due" notifcations is sent if the acceptance required date is over and
no acceptance is entered by this date.
- RFQ's and Quotations are in status of In Process.
- Active RFQ approaching expiration i.e. current date is between Due Date and Close
Date.
- Active Quotation approaching expiration.
Q%. Are the documents automatica##y forwarded to the ne&t appro"er in the hierarchy when
an appro"er does not respond to the fina# reminder notification?
The purchase order approval will look for the next approver in the hierarchy. This does
not work the same way in requisitions. The Requisition Approval process builds a list of
approvers when a requisition is submitted for approval. When the notifcation times out it
only look at this Approval list and not the PO hierarchies as in the case of purchase
orders.
Q'. Why the (end notifications for )urchasin documents proram enerates *Acceptance
past due* notifications when purchase orders ha"e a#ready !een accepted?
In order for the "Send Notifcations for Purchasing Documents" program to not send
reminder notifcations that documents have not been accepted by their acceptance due
date, the purchase order or release must have its latest revision accepted.
Q+. ,oes the (end notifications for )urchasin documents proram enerate a notification to
the preparer indicatin a specific action to take?
This program is designed to pick up all the documents which are Incomplete, Requires
Reapproval, Rejected and Returned and send a standard notifcation reminding user
that the document is pending for his action. The notifcation message is displayed
irrespective of the status of the document. What action the user needs to take can be
determined only after opening the document.
Where does +eceivin -ccount information et derived from?
-here are J new 9elds) &estination (har!e Account and &estination Hariance Account,
in the Purchase *rder and Purchase *rder 'ummary forms at &istribution leel. -hese J
accounts are deried by the P* Account Generator 3or?Gow, they correspond to
accounts alid to the Receiin! *r!aniIation /ReFuestin! *r!aniIation0. @nter-company
inoice transactions will occur automatically after receipt and delier.
)s it possi$le to manually -utocreate +e(uisitions usin the -utocreate Form?
.es. ReFuisitions that are aailable for Autocreation are iewable only in a responsibility
tied to the operatin! unit where ReFuisition is created. .ou can select to manually
autocreate and choose the Global =lan?et Purchase A!reement/=PA0 to autocreate
a!ainst. -he Purchasin! *r! /where Purchase *rder will be created0 can be selected
howeer this will depend on 'upplier 'ite on ReFuisition and Enabled *r!aniIations on
the =PA.
Why is the Purchasin Orani?ation .O@ in -utocreate Form showin no
values?
Encumbrance is enabled in the current operatin! unit /ReFuestin! *r!aniIation0.
Encumbrance must be disabled for (enter-Led Procurement. / 2ote this is also true for
Release 8J0
>1 #o we need to perform additional setups in 0O-C after uprade
to +1! to retain the multi*or setups that existed prior to the
uprade?
-9 @f you do not wish to implement the features proided in R8J by 7*A(,
there are no additional setups reFuired. 7*)*peratin! +nit is presered
throu!h the up!rade, so if it was set in a preious release, it will still be set in
R8J.
>1 #o we need to perform additional setups in 0O-C after uprade
to +1! to retain the sinle*or setups that existed prior to uprade?
-9 7ulti-or! is reFuired for Release 8J. .ou will be reFuired to enable multi-
or! to up!rade to Release 8J. -his does not mean you will need to create
multiple operatin! units. .ou must enable multi-or! and de9ne at least one
operatin! unit. *nce you enable multi-or!, *peratin! +nit @& /or!%id0 will be
populated in all the releant tables.
>51 )f 0O9 &ecurity Pro"le is con"ured4 does the user also need to
set 0O9 Operatin 3nit4 or is it optional? )f $oth are set then what
would $e the implication?
-9 7*) 'ecurity Pro9le ta?es precedence oer 7*)*peratin! +nit. 'o, if you
set 7*)'ecurity Pro9le, that is what will be used. @f 7*)'ecurity Pro9le is not
set, then 7*)*peratin! +nit will be used.
>1 The security pro"le was modi"ed4 why did the user2s access not
chane per the modi"cation?
-9 -his could happen if alue of 7*)'ecurity Pro9le references another
security pro9le and:or "'ecurity List 7aintenance" concurrent pro!ram was
not run after modifyin! the security pro9le. Also, $R) 'ecurity Pro9le ta?es
precedence oer 7*)'ecurity Pro9le. @f the or!aniIation included in the
security pro9le is a operatin! unit as well as a business !roup, ?indly un-
chec? the option "E4clude =usiness Group" from the security pro9le.
>1 When attemptin to naviate to form,pae4 the application shows
the error 2you do not have access privilee to any operatin unit2
even thouh you had set the users security pro"le1
-9 Error is because the security pro9le has not been set correctly for the
user. Please erify the followin! a!ain.
8. 7*)'ecurity Pro9le assi!ned to the user"s responsibility
J. *peratin! units hae been assi!ned to the security pro9le
K. "'ecurity List 7aintenance" concurrent pro!ram has run successfully.
>I1 #oes 0O-C ena$le users to create purchase orders in another
operatin unit simply $y choosin an operatin unit while (ueryin
the -utoCreate form4 and choosin a re(uisition from another
operatin unit4 without havin de"ned a transaction 6ow $etween
the procurin orani?ation and the receivin orani?ation?
-9 @t is mandatory to de9ne a transaction Gow between the procurin!
or!aniIation and the receiin! or!aniIation before usin! this feature.
>1 How is +eceivin supported across multiple operatin units in
+elease 1!?
-93hen the Receipts form is opened, the list of alues /L*H0 will be
displayed of the inentory or!aniIations which are aailable to the user
throu!h the security pro9le. Receiin! forms unli?e other transaction
entry forms in *racle Purchasin!, does not ma?e it mandatory for the user
to choose an operatin! unit een after selectin! the inentory or!aniIation
to receie the shipment. +ser will still be allowed to chan!e to an operatin!
unit which may not necessarily include the inentory or!aniIation chosen
initially. 5or e!. if 78 is an inentory or!aniIation which is not included in an
operatin! unit "Hision (ommunications /+'A0", and if 78 is chosen initially as
the receiin! inentory or!aniIation, user is still allowed to select the
operatin! unit conte4t as Hision (ommunications /+'A0. -his is an intended
feature in Release 8J.
>1 Why is it that the +eceivin Transaction Processor4 unli%e other
Purchasin concurrent re(uests4 enforces operatin unit as a
mandatory parameter in +elease 1!?
-9-he Receiin! -ransaction Processor is a multi-or! concurrent pro!ram. A
sin!le receipt can be created for shipment lines destined for the same ship-to
or!aniIation and belon!in! to di1erent operatin! units. A purchase order, for
e4ample, is from a sin!le operatin! unit.
>1 )f a transaction is entered $y mista%e in an incorrect operatin
unit Mthe security pro"le of the user allows transaction entry in
multiple operatin unitsN4 what should $e the next step?
-9Please cancel:delete:reerse the transaction. -his is a user error. 'ystem is
behain! as intended.
1 Why are some customi?ations not wor%in after upradin to
+elease 1!?
-9 -he Hirtual Priate &atabase /HP&0 feature has replaced (L@E2-%@25* /*r!
(onte4t0 function in multi-or! Architecture. All calls made to *r! (onte4t
function will no lon!er wor? in R8J. Please refer to
the Note.374398.1and Note.396750.1for additional R8J resources and custom
code mi!ration. -his may not address all your reFuirements for writin!
custom code for 7*A( or HP&. Please also reiew the public AP@"s /startin!
?ey words mo%!lobal0 aailable in Oracle Integration Repositoryfor additional
information.
What does the status )re-Appro"ed mean. and how does a document reach this status?
A) -he status of Pre-Approed is the outcome of a person forwardin! a
document for approal een thou!h the forwardin! person has the necessary
authority to approe it. -he document may hae been forwarded by mista?e
or for business reasons. @t is not possible to perform a receipt a!ainst a
document with a status of Pre-Approed. -he approer to whom the
document was forwarded must 9rst approe it.
Also Pre-Approed status can be achieed when usin! Encumbrance
accountin! and the document is authoriIed for approal but funds hae not
yet been resered for it. Een if someone with suUcient approal authority
approes the document, its status will still be Pre-Approed if funds were not
able to be resered at the time of approal. *nce funds are resered for the
approed document, the document status chan!es to Approed.
Another cause for Pre-Approed status is by importin! "Approed" reFuisitions
with encumbrance on. -he reFuisition import process will force status to "Pre-
Approed", reFuirin! user to ta?e the resere action.
What is the difference !etween ,/R012 and H/0RAR1H3 forwardin methods?
A) -he document forwardin! method is selected in the &ocument -ypes form)
Responsibility) Purchasin! 'uper +ser
2ai!ation) 'etup -6 Purchasin! -6 &ocument -ypes
-he two choices for the document forwardin! method are &irect and
$ierarchy# both options are always aailable re!ardless of whether Position
$ierarchies /positions0 or Employee-'uperisor Relationships /jobs0 are bein!
used.
A. &irect 5orwardin! 7ethod ) +sin! this forwardin! method, at the time
which a document is submitted for approal, alidation will occur up the
approal chain until an approer is located that has the ability to approe the
document in Fuestion.
- @f Position $ierarchies are bein! used, then the alidation will occur a!ainst
positions listed in the position hierarchy speci9ed in the document approal
window. *nce a position that has approal authority has been located, the
system will locate the employee assi!ned to this position and desi!nate him
as the 5orward--o. -he selection of the employee is based on alphabetical
conte4t.
- @f Employee:'uperisor Relationships are bein! used, then alidation will
occur a!ainst, 9rst, the superisor"s job of the employee submittin! the
document for approal# then, if that superisor does not hae authority, the
system will loo? to the superisor"s superisor. -he alidation process will
continue up this employee:superisor chain until an approer with the proper
authority is located.
=. $ierarchy 5orwardin! 7ethod +sin! this forwardin! method, alidation is
not performed to locate the ne4t possible approer with suUcient authority#
the documents will simply route to each person in the approal chain. -he
document, once submitted for approal, will moe to either the person
assi!ned to the ne4t position in the position hierarchy if positions are bein!
used, or the employee"s superisor if employee:superisor relationships are
bein! used.
-he ?ey di1erence between the two options is that &irect forwardin! will
moe the document to the 9rst person with authority to approe, whereas
$ierarchy will simply moe the document to the Fueue of the ne4t employee
in the approal chain, whether that person has the approal authority or not.
5or more detailed information on topic refer to the Purchasin! 'etup of
Approal $ierarchies -roubleshootin! Note:134947.1.
What is the sinificance of the ,ocument 2ota# and Account Rane types on the Appro"a#
4roups form?
A) -he &ocument -otal type sets the ma4imum limit for any approal actions
ta?en by the user whom the approal !roup applies to. @f multiple &ocument
-otals are speci9ed, the restriction will be to the &ocument -otal, which is the
lowest.
-he Account Ran!e also allows for a document total which is then tied to a
speci9c ran!e of accounts listed on the same line. @t is possible to hae
di1erent account ran!es with di1erent amount Limits. -his allows the same
user to hae a di1erent dollar:account limit. @t is mandatory to hae an
account ran!e speci9ed in each approal !roup de9ned. =y default, if there
is not an account ran!e de9ned, all accounts will then be e4cluded from the
document approal process, which means that the documents will not hae
an ability to become approed.
2ote) 3ithin the account ran!es called out in the Approal Groups form the
format and number of places within a se!ment must match the char!e
account se!ment structure. 5or e4ample, the se!ment MAAAAM is not !oin! to
match se!ment MAAAAAM as the number of places are not eFual.
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) -he choice of whether or not jobs or positions are !oin! to be used is
made at the operatin! unit leel within the 5inancial *ptions form.
Responsibility) Purchasin! 'uper +ser )
2ai!ation) 'etup -6 *r!aniIations -6 5inancial *ptions select the $uman
Resources alternate re!ion
@f the option +se Approal $ierarchies is chec?ed, then positions and position
hierarchies are !oin! to be utiliIed for the operatin! unit in Fuestion# if left
unchec?ed, employee:superisor relationships will be used for the approal
hierarchy routin! path.
2ote) @f positions are bein! used, then position hierarchies will need to be
created as they are !oin! to be the roadmap for document approals. @f jobs
are bein! used, then the employee:superisor relationship will sere as the
roadmap.
What is the difference !etween archi"in on Appro"e "ersus )rint?
A) -he archiin! method determines at which point reision data will be
written to the document archie tables. Archie on Approe desi!nates an
update to the Purchasin! archie tables at the time of document approal#
each time a reision is made to a document and the document enters a
ReFuires Re-approal state, the new reision information will be archied at
the time the document is approed a!ain. Archie on Print desi!nates an
update to the document archie tables at the time the purchase order is
printed.
-he followin! !raph illustrates the di1erence between the two settin!s. -he
Archie Re columns denote the hi!hest reision of the purchase order
currently residin! in the purchase order archie tables. -he (urrent Re
columns denote the current reision leel of the purchase order, as seen in
the header re!ion of the Purchase *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) 'ometimes, a document may still hae a status of @ncomplete after an
attempt to approe the document has been made# this indicates a failure in
the alidation of the approal authority for the document creator, alon! with
the inability to locate an employee with the proper authority to forward the
document. 'ee -roubleshootin! Purchasin! &ocument 5or @ncomplete
Approal 'tatus 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) -he alidation of a release dollar amount is not a!ainst the amount a!reed
on the header of the blan?et purchase a!reement# instead, it alidates
a!ainst the Amount Limit speci9ed in the -erms and (onditions window of
the Purchase *rders form. @f this 9eld is left blan?, then the release can be
for any amount. -herefore, it is imperatie that the Amount Limit 9eld be
populated with the same dollar amount as the Amount A!reed 9eld in the
header re!ion of the Purchase *rders form, dependin! on the business
needs. @t should also be noted that Release 88i also has introduced an
Amount Limit 9eld that can be de9ned at the line leel of the blan?et
a!reement.
/ 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) 'ince he has been "dele!ated" the approal authority from you, his
approal actions would be adjud!ed as if you were ta?in! those actions on
this document. $oweer, the document would remain inaccessible to him.
-his is because by "&ele!atin!", you are only allowin! him to act on approal
decisions on your behalf, rather than also dele!atin! him the access
authority.
/ ha"e heard a!out somethin ca##ed A90 for appro"a#s in 11.$.1:. what is it and can / use it
on my ear#ier re#ease?
A) @n *racle Applications 88.L.8A Procurement has inte!rated with another
*racle Product called Approals 7ana!ement En!ine /A7E0 that can be used
for ReFuisition Approals. -he functionality is aailable only when usin!
Employee 'uperisor method for routin! documents and is only aailable for
Purchasin! ReFuisitions at this time and only for applications release 88.L.8A.
A7E is a conditional and rules based system, where you de9ne the rules and
conditions on how a document approal routes to the ne4t superisor. 5or
more information on A7E and *racle Procurement please refer to the
followin! 7etalin? 2otes and &ocumentation) 88.L.8A 5A> for Approals
7ana!ement /A7E0 @nte!ration 5or iProcurement and
Purchasin! Note:293315.1
/ ha"e heard of )80RR8R for impro"ed error hand#in. What is this feature?
A) @ntroduced in 88.L.D P*ERR*R setup can be used for improed document
error handlin!. -his feature automatically resubmits documents stuc? in the
status of "in-process" and failin! because of &ocument 7ana!ement failures.
-he failures include &oc 7!r Error 8 /&ocument Approal 7ana!er -imeout0
or &oc 7!r Error J /&ocument Approal 7ana!er 2ot Actie0. -his does not
handle &oc 7!r Error K failures /E4ception in the &ocument Approal
7ana!er code0. 'ee *racle Purchasin! P*ERR*R 3or?Gow 'etup and +sa!e
Guide 3hite Paper Note:224028.1.
/s it possi!#e to define position hierarchies. which span across mu#tip#e operatin units?
A) 2ot before 88.L.N and also only for employee:superisor based approal
routin!, position hierarchy based document approals cannot !o across
operatin! units. 'ee Position $ierarchy) Approals 'pan Across 7ultiple
*peratin! +nits Note:280012.1for more details.
How is it possi!#e to appro"e a !#anket re#ease when the !#anket purchase areement is
showin that the fu## amount has a#ready !een re#eased?
A) -he alidation of a release dollar amount is not a!ainst the amount a!reed
on the header of the blan?et purchase a!reement# instead, it alidates
a!ainst the Amount Limit speci9ed in the -erms and (onditions window of
the Purchase *rders form. @f this 9eld is left blan?, then the release can be
for any amount. -herefore, it is imperatie that the Amount Limit 9eld be
populated with the same dollar amount as the Amount A!reed 9eld in the
header re!ion of the Purchase *rders form, dependin! on the business
needs. @t should also be noted that Release 88i also has introduced an
Amount Limit 9eld that can be de9ned at the line leel of the blan?et
a!reement.
What is #o!a# super"isor and how can / uti#i;e that for appro"a#s across !usiness roups?
A) -his feature allows the user to forward a document /P* or ReF0 to a
superisor in a di1erent business !roup than the user. -his is enabled when
the pro9le "$R)(ross =usiness Groups" is set to yes. -he action history will
also show the details includin! the name of the person from the di1erent
business !roup. -his functionality is aailable on Procurement 5amily Pac? 5
/88i.PR(%5P.50 and aboe. 5or more information please refer to) Purchase
ReFuisition Approal Across =usiness Groups - 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) -hey would continue to be able to approe as lon! as they hae alid
assi!nments. 3hen you are alterin! your or!aniIation structure by e4pirin! a
position, you 7+'- also ma?e alternaties for the open assi!nments on this
position. -his should be a part of your or!aniIation structure mi!ration
process. *nce you hae mi!rated completely to the new Position 'tructure,
includin! the proper employee-position assi!nments, run the 5ill Employee
$ierarchy pro!ram. -his would a1ect the P* Approal accordin!ly.
What type of document attachments can !e emai#ed with )urchase 8rders to (upp#iers?
A) @n 88i8A and below only 2otes to suppliers and Lon!:'hort -e4t
Attachments could be sent to the 'uppliers. 2ow in Release 8J /R8J0 and
hi!her 9les such as /7s3ord, &rawin! etc.0 as well as +RLs 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) =e!innin! in R8J A7E supports parallel approers for reFuisition approal.