WorkConfirmations Receiving

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Oracle Advisor Webcast
Work Confirmations and Receiving
By Sunil Mididuddi, Melissa Jones and Kalyani Jayagopu
March 27th, 2018

Objectives
 How to create receipts for Fixed Price Service PO lines
 Complex Purchasing
 Reporting work and approval
 Registering receipts and correcting Work Confirmations
 Debugging methods

Agenda
1
Overview of Services Procurement
2 Complex PO document style and order creation
3 Work Confirmation creation, approval
4 Receipts and Corrections
5
Troubleshooting

Agenda
1
3 Work Confirmation Creation and Approval
5
Troubleshooting

Services Procurement
Overview
 It is to procure complex services which involve complex payment terms and
conditions.
 A big construction project involves complex payment terms.
 Invite suppliers and award the project contract to a particular supplier after doing
the quote analysis and after agreeing upon the complex payment terms and
conditions.
 Supplier reports the progress of work at various stages of the project based on the
percentage of work completion.
 Buyer approves and makes the payments to supplier as per the reported percentage
of work completion.
Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |
Services Procurement (continued)
Pre-requisites
 A separate license is required for Services Procurement.
 Set the profile “Enable Services Procurement” to Yes.
 Create a document style for Complex PO.

Complex PO - Terms
Term Description
Advance Amount Up front finance amount given to supplier before any work is performed.
Retainage Rate (%) % rate at which the buyer company can retain (withhold) from the
invoices submitted by the supplier. Up to the maximum amount, if a
maximum is entered.
Maximum Retainage Amount Maximum amount the buyer company can retain (withhold) on the
contract with the supplier.

Complex PO – Pay Items
Pay Items Description
Milestone ‘Milestone’ that needs to be fully complete before the associated payment
can be claimed by the contractor. Example: Successful test flight of
completed aircraft. Amount: $1,200,000.00
Rate ‘Rate’ of work completion. Payments for these can be claimed as units of
work are completed. Example: Installation of 100 lamp posts @
$1000.00/lamp post
Lump Sum ‘Lump Sum’ amount allocated to a portion of work against which
payments can be released based on the stage of completion. Unlike
milestone pay items, contractors can report partial progress against such
pay items and request payments. Example: Excavation of Site. Amount:
$20,000.00

Agenda
1
5
Troubleshooting

Work Confirmations Process Flow
Define Complex PO Style
Create Complex PO
Create Work Confirmation
Run RTP
Approve
Reject Cancel
Approved / Processed Resubmit Rejected Work Cancel Work
Work Confirmation Confirmation Confirmation
Fail Corrected Work

To Correction Confirmation
Success

Complex PO
Document style
 Document style for Complex PO involves

certain additional entities to be selected.
This is done to enable complex payment
terms for procuring complex services.
Navigation:
Purchasing > Setup > Purchasing >
Document Styles

Complex PO
Document style (continued)
Screen 1 Screen 2

Complex PO Creation
(N) Purchasing > Buyer Work Center > Orders

Complex PO creation (continued)
PO Line details

Complex PO creation (continued)
Pay Items and Distributions

Approve Complex PO
Approve

Agenda
1
5
Troubleshooting

Work Confirmations
An Introduction
 A WC is created based on the Complex Purchase Order Pay Items.
 Can be created by supplier users from ‘iSupplier Portal Full Access’ as well as by buyer
users from ‘Purchasing’ or from ‘iSupplier Portal internal view’.
 WC is then submitted to notify the buyer that a pay item has to be processed for a
completed unit of work. Once accepted, an invoice can be triggered for paying the
supplier.
 A WC is applicable for both Quantity based lines as well as Amount based lines.

Create Work Confirmation
Purchasing > Buyer Work Center > Orders > Create Work Confirmation
Approve the complex PO.
Query the approved complex

PO in Buyer Work Center UI
to create work confirmation.
This can be done either by the
supplier from iSupplier Portal
or by buyer in Purchasing
BWC page.
Choose option “Create
Work Confirmation”.

Create Work Confirmation (continued)
Choose Pay Items
 By default, the Pay Items from the complex PO appear as shown below.
 Choose the required pay items to create Work Confirmation for to report work.

Review the default WC details

Enter WC details
 Report 20% work progress for “Rate” type pay Item and “Lumpsum” type pay item.
 Reporting partial progress% for “Milestone” based pay items is not possible, it has to
be 100% all the time for each milestone work.

Submit the WC
 Finally Submit the work confirmation.

 WC status changes to Processing status.

Run Receiving Transaction Processor
(N) Purchasing > Requests
 Run Receiving Transaction Processor request, it would generate an approval

notification and sends it to the buyer.
 Buyer can either approve or reject the WC from the notification.
 During approval, buyer can also request for additional information from supplier.
 The WC status changes to “Pending Approval”.

Approve Work Confirmation
Approve Process
Purchasing > Buyer Work Center > Orders > View Work Confirmation

Approve Work Confirmation (continued)
Approve Process

Approval Notification
(N) Purchasing > Notification Summary

Approval Notification Details


Agenda
1
5
Troubleshooting

Work Confirmation Receipt
Purchasing > Receiving > Receiving Transactions Summary (or)
Inventory > Transactions > Receiving > View Receiving Transactions

WC Receipt Data Collection
Inventory > Requests

WC Receipt Data Collection (continued)

Work Confirmation Corrections
Edit progress of work
 Buyer can perform a negative correction to an approved work confirmation.
 Correction is done to work confirmations to modify the parent approved records

with wrong entries. For example, one can change the wrongly entered progress%
from 20% to 15% on a pay item.
 Submit the corrected WC, it will send a notification to the buyer for approval.
 Buyer approves the corrected WC.

Work Confirmation Corrections (continued)
Edit progress of work
 Once buyer approves, system will post a negative correction type transaction in
receiving with the difference amount.
 The difference amount is the original WC amount minus the corrected

WC amount.
For example:
If the original WC is for 10000 USD and the corrected WC amount is for 9000 USD,
a correction transaction would be posted with -1000 USD on top of the original
receipt of 10000 USD.

Agenda
1
5
Troubleshooting

Troubleshooting
The submitted WC sometimes may go to error after running the Receiving Transaction Processor request.
To know the details, query the receiving interface tables to review the data:
SQL> select * from rcv_headers_interface rhi

where rhi.processing_status_code = 'ERROR'
and rhi.asn_type = 'WC' and shipment_num = '&shipment_num';
-- Note down the group_id and receipt_header_id for further debugging.
SQL> select * from rcv_transactions_interface

where transaction_type in ('SHIP', 'RECEIVE')
and interface_source_code = 'ISP'
and ( (processing_status_code = 'COMPLETED' AND transaction_status_code = 'ERROR' ) OR
(processing_status_code = 'ERROR' AND transaction_status_code = 'PENDING'))
and shipment_num = '&shipment_num';

Troubleshooting (continued)
These queries will show the error messages (if any):
SQL> select * FROM po_interface_errors

where table_name = 'RCV_HEADERS_INTERFACE'
and interface_header_id in
(select header_interface_id from rcv_headers_interface
where asn_type = 'WC' and shipment_num = '&shipment_num');
SQL> select * from po_interface_errors

where table_name = 'RCV_TRANSACTIONS_INTERFACE'
and interface_transaction_id in
(select interface_transaction_id
from rcv_transactions_interface
where shipment_num = '&shipment_num');
Once the errors are shown, the corrective actions can be taken based on the error message.

(N) Purchasing > Receiving > Transaction Status Summary

Data Collection
Inventory > Requests

Capture Receiving Analyzer File

Re-submission of errored WC data from sqlplus:
 update RCV_TRANSACTIONS_INTERFACE
set request_id=null ,
processing_request_id=null ,
processing_status_code = 'PENDING' ,
transaction_status_code = 'PENDING',
processing_mode_code = 'BATCH',
where group_id = &group_id;
 Commit the data.
 Run Receiving Transaction Processor for the specific Group ID.

References
Note 2144716.1 - R12: Why the User is Unable to Change the value of "Pay on Receipt" from No to Yes While Creating a
Complex Purchase Order in Buyer work center?
Note 1933061.1 - Complex PO Closed For Receiving Allows Work Confirmations To Be Created But Errors In Receiving
RCV_ASN_SHIPMT_NOT_OPEN
Note 1270365.1 - Unable to Correct or Cancel Wrong Work Confirmation Amount Which Is In Approved Status
Note 1633776.1 - Error " The transaction ID specified returned an incorrect number of rows for CURRENCY_CODE "
When Testing AME Work Confirmation Transaction Type
Note 1944925.1 - Unable To Return Receipts Generated Against Work Confirmations Complex PO APP-PO-14094 / How
to Correct Work Confirmation ?
Note 1985413.1 - Is It Possible To Raise A Complex Purchase Order for a Non Catalog items with Line type "Goods"?
Note 2357602.1 - After Pay on Receipt Autoinvoice (POXPOIV), Quantity Invoiced Does Not Match Quantity Received if
the Transaction UOM/PO UOM Differs From the Primary UOM
References (continued)
Note 2152183.1 - Work Confirmation Stuck In RCV_INTERFACE With Error PO_INVALID_REL_SHIPMENT_STATUS
Note 2053191.1 - Work Confirmation Created With Processing status And Then Disappeared
Note 1354801.1 - ISupplier Portal Work Confirmation Ship Records Stuck in RTI RCV_SHIP_QTY_OVER_TOLERANCE
Note 1922981.1 - Does Work Confirmation Correction Update AP Invoice, or Create Debit or Credit Memo?
Note 2070922.1 - Does Amount Mismatch at Header and Line Amount in Work Confirmation Page Create any
Accounting Discrepancy?
Note 2312608.1 - How To Populate DFF Attributes For Work Confirmation Created In iSupplier Portal
Note 1435396.1 - Can Work Confirmations (WC) Be Created Programmatically Using ROI?
Note 1300469.1 - Receiving Transaction Processor - Work Confirmation Error When Supplier Is On Purchase Order Hold
Note 869363.1 - Complex PO Allows Work Confirmations With Quantity Greater Than PO Line.

Summary
What we covered today
Services Procurement Overview
Complex PO
Reporting work and approval of work
Receipts and WC corrections
Troubleshooting

Q&A
• To ask a question on the phone
line, select *1 on your phone.
• To ask a question online, use the
Q&A area at the top.
• Your question will be read aloud in
the order received.
• Question can also be asked on the
My Oracle Support Communities

Top Articles and Community Links
 Document for this webcast: Doc ID
2352006.1 - Webcast : Advance Shipment
Notice and Troubleshooting
 Oracle Inventory, Product Information

Management and Warehouse Management
Teams Informational Webcasts (Doc ID
1290983.1)
 Oracle Advisor Webcast Schedule/Archive

[ID 740966.1]

Session Related Community Links
 Questions? For follow up questions on

topics covered in this webcast connect
via this < Product Area> Community
thread:
https://community.oracle.com/thread/4122298
 This thread will include link to a copy

of the presentation and the MOS
document with the webcast recording

Oracle Advisor Webcast Series
Locating Current Schedule & Archived Recordings
Review the current schedule

and archived recording for your
product from Doc 740966.1
Select Product Area:

Manufacturing

Oracle Advisor Webcast Program
Locating Current Schedule & Archived Recordings
 Access the Manufacturing Webcasts
directly via 1455888.1 and drill down to
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 Recording can be played back within the

MOS document
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 Use ‘Questions?’ Link to ask webcast

related questions and ‘.pdf’ link to access
the slides from the session
 Logistics Community thread:
https://community.oracle.com/thread/4098860

Q&A
• To ask a question on the phone
line, select *1 on your phone.
• To ask a question online, use the
Q&A area at the top.
• Your question will be read aloud in
the order received.
• Question can also be asked on the
My Oracle Support Communities

THANK YOU

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Safe Harbor Statement

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 2

March 27th, 2018

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 3

 Reporting work and approval

 Registering receipts and correcting Work Confirmations

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 4

4 Receipts and Corrections

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4 Receipts and Corrections

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 6

 A big construction project involves complex payment terms.

 A separate license is required for Services Procurement.

 Set the profile “Enable Services Procurement” to Yes.

 Create a document style for Complex PO.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 9

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 10

4 Receipts and Corrections

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 11

Create Work Confirmation

Fail Corrected Work

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

 Document style for Complex PO involves

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 16

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 17

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 18

4 Receipts and Corrections

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 19

 A WC is created based on the Complex Purchase Order Pay Items.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 20

Approve the complex PO.

Query the approved complex

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 24

 Finally Submit the work confirmation.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 25

 Run Receiving Transaction Processor request, it would generate an approval

 Buyer can either approve or reject the WC from the notification.

 The WC status changes to “Pending Approval”.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 26

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 27

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 28

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 29

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 30

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 31

4 Receipts and Corrections

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 32

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 33

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 34

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 35

 Buyer can perform a negative correction to an approved work confirmation.

 Correction is done to work confirmations to modify the parent approved records

 Buyer approves the corrected WC.

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 36

 The difference amount is the original WC amount minus the corrected

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 37

4 Receipts and Corrections

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 38