Purchasing Ebtax

8/21/2019 Purchasing Ebtax

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Integration With E-Business Tax:

How to view the Tax information from the Purchase Order EntryForm?

To view the tax information from the Purchase Order Form navigate to:Actions menu > Manage Tax .

What will happen to the 11i Tax Code after uprade to release 1!?

11i Tax Codes will e maintained as Tax Classi!cation Codes.

"fter uprade to release 1! we cannot #nd the $efaultin Hierarchyde#ned under Purchasin Options?

11i "efaulting #ierarchies from A$%AP%PO%PA s&stem o'tions will e u'graded as (TaxClassi!cation Code) defaulting hierarch& in A''lication Tax O'tions in the context of O*and a''lication 'roduct +A$%AP%PO%PA,.

-avigation to A''lication Tax O'tions:A /ogin to Tax res'onsiilit& > "efaults and Controls > A''lication Tax O'tions0 uer& for the O'erating *nit and A''lication -ame.

asdfdsafOracle Purchasing:

$oes Oracle purchasin and Oracle paya%les allow sharin ofsupplier and supplier sites across sets of %oo&s ?

Answer:2u''liers can e shared across sets of oo3s 4 ut su''lier sites are de!ned at o'eratingunit level.

adfasdfafWhere is release method de#ne in auto source rules form ?

Answer:

$elease method is de!ned in sfdfasdfdtransaction manaer is run ?errors are given elow..5APP 16789 conncurent 'rogram $CTP returned error.Cause : $CTP encountered n;internal error 'arameters: $CTP 4 immediate4


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Answer:This is not the functionalit& in 19.7sc. The standard 'rinted PO re'ort is associated tothe a''roval form and can e 'rinted.

What is P'( ?

Answer:

Ps6 is the 'urchase order Mini'a3 1=M C".Ps6 is 'atchset 6.

How to )uery po without update access ?

Answer:Create a res'onsiilit& with access to view 'urchasing menu onl& do not associate anu'date function in it.

*n order to print the printed purchase order report what is setupre)uired?

Answer:*se 2&stem Administration res'onsiilit& and go to s&stem 'ro!les. n s&stem 'ro!le!eld enter @Concurrent@ and clic3 !nd utton for !nding Concurrent: re'ort co'ies'ro!le and set the 'ro!le !eld to 1.

Why does a cancelled po %e availa%le for matchin on *nvoice Entryform ?

Answer:This is standard functionalit& of Oracle A''lications. nvoices which are matched toclosed or cancelled 'os will e 'laced on a Buantit& order hold& Auto a''roval. Thishold will 'revent 'a&ment of the invoice4 until the 'a&ales module+user, can determinewh& the invoice has een matched to a closed or cancel 'o4 and then resolve the'rolem.

How to enerate a po that includes tax and freiht ?

Answer:This is not handled under 'urchasing 4 'o onl& sets a taxale ag for the item to identif&it as a taxale item which is calculated correctl& u'on eing invoiced. Accounting 'a&ales handles this. Tax codes and freight costs are setu' in AP. Tax code varies & state and freight costs ma& var& due to diDerent 'ac3ing methods 4etc. And these costs are sumed when invoiced.

How to view previous purchase information for a speci#c item ?

Answer:*se the su''lier item catalog 'rior 'urchases region which can 'rovide the followinginformation.2u''lier name"ate of 'urchasePrice 'aid*nit of measure


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To "efault the 'rior 'urchases region which can 'rovide the following information.-avigation :%Pro!le >2&stemuer& in the 'ro!le !eld ; PO :@Choose PO: "efault su''lier item catalog window to view 'revious 'urchase informationfor a s'eci!c item.

What does vendor on hold report do ?Answer:endor on hold re'ort 'rints all vendors who are on hold and have una''roved 'os withauthoriEation status ; incom'lete for that vendor. This hel's the user to change thestatus on the 'o and a''rove it.

This is the intended functionalit& of the re'ort.The vendors re'ort would 'rint all vendors and would also include the on holdinformation.

Where does the ship+to #eld et populated from in ,e)uisition- POform ?

Answer:The shi'to !eld values are defaulting from the u&er setu' in $eBuisition% PO form.

Why does auto source rules create re)uisitions for only one vendoreven thouh "'. is de#ned for ! vendors?

Answer:The s'lit 'ercentage used for the vendors in reBuisitions is onl& for re'orting'ur'oses.This is used in su''lier volume anal&sis re'ort.

This re'ort has een re'laced & vendors volume anal&sis re'ort.

*n a po screen why does destination type allows only to choose

inventory type %ut not expense type ?Answer:f the item is de!ned as an inventor& item in the item master window the item cannothave a destination t&'e as ex'ense in 'o screen. when we enter a reBuisition for aninventor& item we change the destination t&'e cannot e changed to ex'ense. This isOracle A''lications Functionalit&.

When you try to approve a po you et an error /documents totalexceeds document total limit rule please enter forward to/ how toresolve?

Answer:

For a document to e a''roved & a user % originator follow the ste's given elow..1.nsure a''roval grou' setu' is a''ro'riate.8.n order to a''rove a document the user%u&er%originiator of the document mustchoose document total for the oGect !eld the a''roval grou's window.H.For a document to e a''roved & the originator it is necessar& to verif& the amountentered is within the limit of the document total.6.This is de!ned in the a''roval grou' window.


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1.nsure that higher 'osition is assigned to an em'lo&ee in the 'osition #eirarch&window.Position of the em'lo&ee must e higher than the 'osition of the user%originatorof the document with greater limit of the document total.8.*se the re'orts form in the menu and sumit a reBuest for !ll em'lo&ee heirarch& re'ort.-ow the 'urchase order can e a''roved if the 'o is within the user limit and can e

forwarded if it is e&ond the user limit.

When a po is /#nally closed/ records are deleted from 0T.+'upplyta%leWhat happens to ,ecords in 0T.+'upply when po is partiallyreceived?

Answer:Ihen the 'o is 'artiall& received records are 'resent in the MT/2u''l& tale. $ecordsin MT/su''l& are onl& deleted when the 'o is com'letel& received and 5!nall& closed5.

How can * see the last )uery performed %y a form ?

Answer:

f &ou want to see the last Buer& 'erformed & a form &ou can do this through theexamine tool as follows:-avigate to hel'>tools>examine0loc3 ; s&stemField ; last Buer&

The value returned is the last select statement 'erformed & the form.

When 2pay on receipt2 for 2unordered items2 are %ein processedinvoices are not %ein created ?

Answer:This 'rolem is solved & a''l&ing 'atch J9K18J.

How can you populate neotiated sources reion within supplieritem catalo window ?

Answer:n order for the user to e ale to 'o'ulate the negotiated sources region of the su''lieritem catalog form4 one of the following documents t&'es will need to e created for theitem in Buestion :0lan3et 'urchase orderCatalog BuotationPlanned 'urchase order

How can you have speci#c re)uestor defaulted on re)uisition form ?

Answer:n order to have a s'eci!c reBuestor default onto the reBuisitions form 4 a user will haveto set the following in the user will have to set the following in the users reBuisition'references.-avigation: %Purchasing >$eBuisitions > $eBuisitions?o to s'ecial >'referencesClic3 in the reBuestor !eldChoose a reBuestor from the list of values


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Clic3 the a''l& utton 4 a message new 'references now in eDect.Close the reBuisitions form$eo'en the reBuisitions formClic3 in the lines region 4 the reBuestor from reBuisition 'references should a''ear inthe reBuestor !eld.The reBuisition 'references are onl& valid while wor3ing on it 4 userneeds to re enter reBuisition 'references each time he starts the a''lications

What is the CO'T P.3' FEE price type? How is Purchase Ordertreatin this price type?

n the Price t&'e Buic3'ic3 in the Purchase Order /ines Eone in enter Purchase Orderform4 there is a value called CO2T P/*2 F. Ihat is the CO2T P/*2 F 'rice t&'eL#ow is Purchase Order treating this 'rice t&'eLAnswer

The functionalit& for CO2T P/*2 F 'rice t&'e is not in Oracle Purchasing at this 'ointof time. PO does not do an&thing with this 'rice t&'e.t is an enhancement reBuest that is eing loo3ed at for future releases.

What is !+way4 5+way4 (+way matchin? How is this set+up?

Answer8wa& matching veri!es that Purchase order and invoice information match within &ourtolerances as follows:uantit& illed ; uantit& Orderednvoice 'rice ; Purchase order 'rice+; sign is used ecause of tolerances,Hwa& matching veri!es that the recei't and invoice information match with theBuantit& tolerances de!ned:uantit& illed ; uantit& received6wa& matching veri!es that acce'tance documents and invoice information match

within the Buantit& tolerances de!ned:uantit& illed ; uantit& acce'ted.+Acce'tance is done at the time of ns'ecting goods,.

Ihether a PO shi'ment has 8wa&4 Hwa& or 6wa& matching can e setu' in the2hi'ment "etails Eone of the nter PO form +character,$ecei't reBuired ns'ection reBuired Matching

NesNes6wa&Nes-o Hwa&-o -o 8wa&

n ?*4 2hi'ments loc34 alternative region4 clic3 on More...this rings u' a region withnvoice matching column where &ou can choose 8wa&4 Hwa& or 6wa& match.

Nou can !nd more detailed information aout matching in the Oracle Pa&ales $eferenceManual +olume H, To'ical ssa& on ntegrating &our Pa&ales and Purchasingnformation.

How do you re6ect discount from a supplier on a Purchase orders?

AnswerThe legal document is the Purchase order not the Buote and therefore the 'urchase


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order should reect agreed u'on 'rice. 2econdl& if the discount comes after the PO thenAP should handle it when invoicing. f &ou are using a lan3et Purchase order then &oucan use 'rice rea3s.

How do you chane the created date on a Purchase Order?

AnswerThe Created date on the Purchase order is not an u'dateale !eld4 due to it eing alegal document once a''roved.

What is the sortin order for re)uisition lines in autocreation of aPurchase Order?

Answer$eBuisition lines !rst meet search criteria determined & 5!nd5 screen4 and then aregrou'ed together & item and item categor&4 then & need& date.After &ou choose an action4 enter an& search criteria to narrow the selection ofreBuisition lines. Oracle Purchasing chooses reBuisition lines from the reBuisition 'oolthat meet &our search criteria. All reBuisition lines for the same item and item categor&are grou'ed together4 ut the& are not necessaril& in order al'haeticall&. Iithin eachgrou'ing of item and item categor&4 reBuisition lines are ordered & need& date.

What does the error 2"PP+788!!9 Oracle Human ,esources could notretrieve a value for 3ser Type pro#le option2 mean?

AnswerThe 'ro!le #$: *ser T&'e needs to e set.2et the 'ro!le o'tion #$: *ser T&'e at the $es'onsiilit& level.

Why are the action options for creatin receipts di:erent in*nventory compared Purchasin?

n the nter $ecei'ts +$C$C$C, form and using diDerent res'onsiilities 'roducesdiDerent values in the action reBuired !eld.The Purchasing $es'onsiilit& shows "irectand 2tandard while the nventor& $es'onsiilit& shows Gust "irect.Ih& are the action o'tions for creating recei'ts diDerent in nventor& com'aredPurchasingL

Answer2et the Pro!le o'tion $C: Allow routing override to N2 at the a''lication level.

How do you pure Cancelled ,e)uisitions?

AnswerTo 'urge an& Purchase orders or $eBuisitions:

assign the Pa&ales Purge ?* res'onsiilit& to the user have the user choose that res'onsiilit& then choose Purge from the menu under the Categor& !eld do a /ist of alues and 'ic3 2im'le $eBuisitionsfor cancelled reBuisitions The choices are listed.


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Where does this information on the )uic&pic& come from and howcan this information default in?

On the reBuisition form in the source details Eone4 there is a !eld laeled su''lier item.Ihere does this information on the Buic3'ic3 come from and how can this informationdefault inL

AnswerThe su''lier item !eld on the reBuisition can e 'o'ulated & using either the su''lieritem catalog or A2/. Ta3e an item from the su''lier item catalog that has an associatedsu''lier item4 add it to the order 'ad and then add it to the reBuisition. After doing thisgo to the source details Eone. The su''lier item is defaulted in for that item &ou choosefrom the catalog.-avigation: > Purchasing > 2u''lier tem catalog

;ou are enterin a re)uisition and are una%le to #nd the header orline note #elds Was this replaced in


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*n Oracle Purchasin4 where is the automatic num%erin forPurchase Order de#ned and maintained?

AnswerThe navigation 'ath for ?* is:2etu' > OrganiEations > Purchasing O'tions4 -umering alternate region

The navigation 'ath for Character is: -avigate 2etu' Purchasing O'tions Purchasing4 -umering o'tions

There is a #eld for the oraniation code What is this code?

AnswerThis code is a short areviation for the organiEation.

Can the oriinal Purchase Order can %e viewed in any way withoutresortin to '>.4 for a revised Purchase Order?

AnswerThe original version of a revised PO cannot e viewed from the PO form or PO summar&form. nformation on the original PO can e otained from the PO#A"$2A$C#and PO/-2A$C# tales using the PO#A"$" column as a common referenceusing 2/ onl&.

What happens if a purchase order is created with an item that doesnot exist on any price list with pricin transaction entity of PO?

n 11. and *OM> not found on an& 'rice listLAnswer-o4 the s&stem will not return the error4 item> and *OM> not found on an& 'rice list.Functionalit& is if the item on the 'urchase order is not found on an& 'rice list with'ricing transaction entit& of PO4 then the /ist Price found on the Master tems form4Purchasing ta will e returned to the PO.

Thus4 the default for Price on 'urchase orders in 11.


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Ihen views are used li3e PO#A"$2 instead of PO#A"$2A//4 data is not getting'o'ulated in the wor3oo3. That means MOAC is not wor3ing. The gloal tem'orar&tale mogloorgaccesstm' contains no data even when logged in "iscoverer Plus1. Create a folder from a view where oracle s&non&ms are used li3e PO#A"$28. /ogin "iscoverer Plus with some A''lication *ser.H. Create an wor3oo3 with the same folder.

6. Ihen executed4 the wor3oo3 dis'la&s the message that no data to e dis'la&ed.Answer:Possile Cause: "ata is not 'assed to "iscoverer or 2/RPlus due to 0usiness 2uiter18 MultiOrganiEationControl Access +MOAC, not eing set in the session.2ince &ou are not logging into the a''lication then &ou would have to set the MultiOrgcontext li3e customer have to do when running a custom AP.n $18 &ou have to also set the MultiOrg context.eginfndgloal.a''sinitialiEe+Quserid4Qres'onsiilit&id4Qres'onsiilit&a''licationid,Smogloal.init+Q'roductshortname,SendS

PBWC:

What is PWC?

Oracle Purchasing $elease18.9 s'eeds u' dail& 'urchasing tas3s with and enhancedProfessional 0u&ers Ior3 Center +P0IC,. 0ased on weased user interface models4the Ior3Center is a central launch 'ad from which u&ers can ecientl& 'erform theirdail& tas3s: iew and act u'on reBuisition demand Create and manage orders4 contracts and agreements $un negotiation events including Auctions $Fxs +reBuires Oracle 2ourcing,

Manage su''lier information

What are the ,e)uisition 0anaement D Pro#le Options?

PO: "ocument 0uilder "efault "ocument T&'e: The document t&'e that is defaulted intothe document uilder region.

Pro#le @alue $e

Add to PO Add to an existing Purcha

-ew $F Create a new 2ourcing $F-ew Auction Create a new 2ourcing Au

-ew PO Create a new Purchase O

PO: "efault $eBuisition ?rou'ing : The default for grou'ing reBuisition lines onto a2ourcing $F%Auction or PO.


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Pro#le @alue

"efault ?rou' reBuisition lines usmore reBuisition lines can'urchase order line.

$eBuisition ?rou' reBuisition lines usreBuisition line can e asline

What are the Purchase Orders D Pro#le Options ?

PO: Auto A''l& "efault Contract Tem'late : "efault Contract tem'late in the PO.

Ihat are the documents not su''orted in P0ICLFollowing document t&'es are not su''orted in P0IC :Planned PO/ocal 0lan3et Agreement/ocal Contract Agreement2cheduled $eleases0PA $eleasesuotations$Fs

"re Preferences supported in PWC?

Preferences are not su''orted in P0IC

$oes "utocreate copy descriptive 6ex#eld attri%utes from there)uisition to the created document?

-o if &ou have "escri'tive Flex!elds +"FF, set u' against the $eBuisition at #eader4/ine and"istriution level4 after running Autocreate &ou will !nd that onl& the "istriution "FFAttriutes are co'ied across to the PO "istriution.

This is ex'ected ehaviour4 ecause the "istriution is the !rst level at which a onetoone relationshi' etween the $eBuisition and Purchase Order data can e guaranteed.+Multi'le $eBuisition #eaders and /ines can e summariEed into one PO #eader and onePO /ine,.

Please e aware also that the "istriution "FF Attriutes are sim'l& co'ied from the$eBuisition to the PO that is to sa&4 the Flex!eld AP code is not invo3ed. This meansthat if an Attriute on the $eBuisition side is em't& ut the corres'onding Attriute onthe PO side is de!ned as Mandator&4 after Autocreate the mandator& Attriute on thePO "istriution will e em't&4 ut no error or warning will have een re'orted.

$oes "utocreate copy otes from the re)uisition to the documentyou are creatin?


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Nes4 -otes are co'ied from the reBuisition lines and the corres'onding reBuisitionheader.

What are the columns on which "utocreate com%ines multiplere)uisition lines into a sinle document line?

For 'urchase order4 Purchasing comines the Buantities of all reBuisition lines that havethe same item4 item revision4 line t&'e4 transaction reason4 and unit of measure onto asingle document line. For $Fs4 Buantities of all reBuisition lines that have the sameitem4 revision4 and line t&'e are comined.

What price %ecomes the actual price in the case where multiplere)uisition lines with di:erent prices are com%ined to a sinle POline?

The lowest unit 'rice from the comined reBuisition lines ecomes the actual 'rice ofthe 'urchase order line.

What are the columns %ased on which 'hippin information iscom%ined %y "utocreate?

For 'urchase orders and releases4 Purchasing comines shi'ment information onl& if thereBuisition lines have the same need& date4 shi'to location4 organiEation4 Accrualt&'e +'eriodend or online, and shi'ment t&'e .

$oes "utocreate add to an existin PO shipment that has %eenencum%ered?

Purchasing does not add to an existing 'urchase order shi'ment if that shi'ment haseen encumered even though all the grou'ing columns necessar& to comine shi''inginformation are there.

What can %e done to open the created document directly once"utocreate is done successfully?

2et the 'ro!le o'tion PO: "is'la& the autocreated "ocument to Nes4 Purchasing dis'la&sthe Purchase Orders4 $eleases4 or $F window4 as a''ro'riate4 after creating &ourdocument lines.

Can re)uisition line with item num%er and without item num%er onetime itemG %e com%ined to sinle document line in "utocreate?

f &ou want to comine two reBuisition lines for the same item4 one with an item numerand one without4 &ou have to manuall& autocreate the document and use Modif& on the

Tools menu to add the 'rede!ned item to the reBuisition line for the onetime item.Note: You cannot use Modify with outside processing items or if you are usingencumbrance or budgetary control.

Can you autocreate a release if the description of the re)uisitioncreated in PO is di:erent of the description of the lan&et?

-o4 f we do not choose an item4 that is if the reBuisition and lan3et are created withone time%ex'ense items the autocreate 'rocess tries to match the descri'tions as item


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ids are null. The onl& diDerentiating factor in one time items +item id null, is thedescri'tion.

How do you prevent "utocreate from seein re)uisitions fromanother oraniation?

$eBuisitions and Purchase Orders are not organiEation s'eci!c. f &ou do not want to eale to see or access reBuisitions across diDerent organiEations4 then &ou need to set u'diDerent o'erating units with diDerent res'onsiilities tied to each one.

Can you autocreate from a )uotation and tie the PO to theassociated )uotation and re)uisition?

Nes4 &ou can autocreate from a uotation.

-avigation:1. Create and a''rove a reBuisition.8. ?o to the AutoCreate 2creen4 chose the reBuisition form the 'ool of a''roved

reBuisitions.H. Change the "ocument T&'e !eld to $F and clic3 the automatic utton.6. The $F is created and a''ears on the screen. 2ave As... ?ive the folder a name and chec3 the O'en as "efault ox.

$oes the supplier name from a re)uisition et carried over to anautocreated purchase order?


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The standard functionalit& is that if the reBuisition has a the 5suggested su''lier name5!eld 'o'ulated4 it would carr& over to the autocreated PO. The 5suggested su''liername5 !eld will onl& carr& to the autocreated PO if it was selected from the list of valueson the reBuisition. f it is t&'ed in manuall&4 it will not carr& over.

What causes the "PP+1(88 error when autocreatin a re)uisition?

There are several things that must e 'erformed to address this issue:

R Pro!le O'tion in M$P must e set as follows: M$P: 2ourcing $ule Categor& 2et value must e set to Purchasing in the Purchasinga''lication.

R AutoCreate 0lan3et PO $evisions do not default for tems when autocreating 0lan3et PO and the tem $evisionV must e entered. The tem $evision numer on the reBuisition must match the tem $evision numer onthe PO.

R -avigate: 2etu' >OrganiEation >Financial O'tionsS and in the Alternate $egion-C*M0$A-C4 verif& if the $*2TO- -C*M0$A-C chec3ox is chec3ed.

R n the 2&s Admin $es'onsiilit& navigate to:Pro!les;> Buer& for the Pro!le O'tion PO: A*TOC$AT ?/ "AT.

f using the ncumrance for $eBuisitions4 then this Pro!le O'tion can e set to eitherA*TOC$AT "AT or $*2TO- ?/ "AT. f not using ncumrance4 then &ou ma&set it to -*//. This will solve the 'rolem.

The Pro!le O'tion PO: A*TOC$AT ?/ "AT is a''licale onl& if &ou are usingncumrance for $eBuisitions.

How do you autocreate a re)uisition with a document type as%lan&et release when re)uisitions were imported from a 5rd partysystem?

nsure the line t&'es selected for $eBuisitions are a''ro'riate. Nou need to have$eBuisition /ine t&'es and PO /ine t&'es correctl& associated. $erun the 'rocess andverif& that the s&stem does not error out.2umit the reBuest for reBuisition im'ort and use the AutoCreate window to createdocument with t&'e as 0lan3et $elease against the reBuisition.-avigation:Purchasing > $e'orts > 2umit a reBuest for $eBuisition m'ortPurchasing > AutoCreate

How do you autocreate 0,P enerated re)uisitions to a %lan&etpurchase order?

First initiate the $elease Purchase $eBuisitions from the Planners Ior3ench.

-avigation:Material Planning > M$P > Ior3ench


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2econd4 in the Purchasing $es'onsiilit&4 AutoCreate the reBuisition to a 0lan3et PO.-avigation: AutoCreate

For Autocreate to !nd these reBuisition lines from M$P4 the 0lan3et PO line t&'e must eset to ?oods ecause the M$P Purchase $eBuisition is alwa&s created with a line t&'e of?oods. The reason that M$P uses the line t&'e of ?oods is ecause ?oods is seededdata and ecause the M$P Planner Ior3ench uses M$PP$/0.'ls to insert a recordinto the PO$*2TO--T$FAC tale.

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

Nes4

1. Find the reBuisition lines to e autocreated.8. Choose a line.

H. Autocreate the 'urchases order using the automatic utton.6. "o not leave the reBuisition lines screen.


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What does the roupin method 2$efault2 indicate in the autocreateform?

Iith the grou'ing method default reBuisition lines for the same item4 revision4 linet&'e4 unit of measure4 and transaction reason are comined into individual 'urchase

order linesS and reBuisition lines for the same item4 revision4 and line t&'e are cominedinto individual rfB lines.

There are two new 'ro!les added to control the reBuisition line grou'ing usingautocreate. :PO: *se -eed& "ate for "efault Autocreate grou'ingPO: *se 2hi'To OrganiEation and /ocationfor "efault Autocreate grou'ing

$eBuisition lines with diDerent need & dates or shi' to information will e autocreatedinto two PO lines with one shi'ment each if the corres'onding 'ro!le is set to Nes or ifit is unset.f the 'ro!le is set to -o4 $eBuisition lines with diDerent need & dates or shi' toinformation will e autocreated into a single line with multi'le shi'ments and if there is

an& source document on the PO line the 'ricing will e determined using the shi' to andneed & information from the !rst shi'ment.

* autocreated a PO with two lines When * o to the purchase orderentry screen and )uery the PO4 instead of showin the lines created4it only shows a new line with num%er 5 Why?

Ma3e sure nventor& organiEation !eld is 'o'ulated in Financial O'tions.

Why is there no cateory displayed or list of values for the cateory #eld inthe purchase order you are creatin?

Nou must also create categor& codes for &our items. Then create a Categor&set for Purchasing controlled at the master level. Assign &our items to acategor& code and the Purchasing categor& set &ou have created. Con!rmthat in "efault Categor& 2ets the Purchasing a''lication 'oints to thePurchasing Categor& set. This will 'o'ulate the categor& and descri'tionwhen the item numer is selected at the PO line level.

* have ena%led POB.*E' $FF with a context #eld capitalBexpenseB6a asreference * now receive "PP+F$+88IJI error in Enter >uotations form

This "FF is ased on PO/-2A// tale. The uotation lines as well as thePO lines share this tale as the ase4 as well as share the same "FF. Field

ca'italex'enseag is not 'resent in uotations form. Therefore &ou ma&not use this !eld as the reference !eld for PO /ines "FF. Other !elds which&ou ma& not use include: ns'ection$eBuiredFlag4temClass/oo3u'Code4 /istPricePer*nit4 -egotiated0&Pre'arerFlag4$eference-um4 TaxaleFlag.

What is the di:erence %etween the areed amount and the amount limit #eldswhile enterin a contract purchase areement and issues related to these#elds?


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1. The agreed amount !eld at the header level is co'ied to the amount limit in the termsand conditions loc3. This is also the amount that is 'rinted on the lan3et agreementand re'resents the contract amount etween &ou and the vendor.

8. The amount limit !eld will restrict the cumulative releases a''lied to this 'urchaseagreement from exceeding the s'eci!ed dollar amount entered here. The value of this

!eld must e eBual to or greater than the agreed amount !eld. This column is used forrelease a''roval amount validation. f the total cumulative releases exceed this amounta''roval will fail. The 'ur'ose of this !eld is to allow user to set a higher a''rovalamount limit than the amount agreed.

;ou are una%le to view the PO from the *nvoice 0atch window *t ives anerror9 "PP+1(1!!9 O ,ECO,$' 0EET ;O3, 'E",CH C,*TE,*"

This could ha''en if the document securit& setu' of PO does not allow this user toaccess the PO. Nou need to ensure that user is set to 0u&er in the Purchase Order4 or

Nou need to alter the setu' +2ecurit& /evel, to Pulic.

What is the di:erence %etween POB.*EB*$ and .*EB30 in the ta%le

POB.*E'B"..?

PO/-" is the uniBue s&stem generated line numer invisile to the user. /--*Mis the numer of the line on the Purchase Order.

What2s the di:erence %etween the due date and close date on the ,F>?

nter the "ue "ate when &ou want &our su''liers to re'l&. Purchasing 'rints the re'l&due date on the $F. Purchasing noti!es &ou if the current date is etween the $Fre'l& due date and the close date and if the $F is Active. Purchasing 3nows that asu''lier re'lied to an $F if &ou enter a Buotation for this su''lier referencing the $F.nter the Close "ate for the $F. Purchasing 'rints the close date on the $F.Purchasing noti!es &ou if the current date is etween the $F re'l& due date and the

close date and if the $F is Active. Purchasing warns &ou when &ou enter a Buotationagainst this $F after the close date.

When does a Purchase Order line et the closure status of 2Closed for,eceivin2?

Purchasing automaticall& closes shi'ments for receiving and invoicing ased on controlsthat &ou s'ecif& in the Purchasing O'tions window. Once all shi'ments for a given lineare closed4 Purchasing automaticall& closes the line.

When does a Purchase order et the status of 2Closed2?

Ihen all lines for a given header are closed4 Purchasing automaticall& closes the

document.What is the use of list price and mar&et price on Purchase Order?

f &ou have entered an item4 Purchasing dis'la&s the list 'rice for the item. Nou canacce't the default list 'rice or change it. Nou can use this !eld to hel' evaluate &ouru&ers. Purchasing uses the list 'rice &ou enter here in the savings anal&sis re'orts.2avings Anal&sis $e'ort +0& 0u&er, and 2avings Anal&sis $e'ort +0& Categor&,. f &ouenter an item4 Purchasing dis'la&s the mar3et 'rice for the item. *se this !eld to hel'


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evaluate &our u&ers. Purchasing uses the 'rice &ou enter here in the savings anal&sisre'orts if &ou do not 'rovide a value in the /ist Price !eld.

What is the sini#cance of the #elds 2"llow Price override2 and 2Price limit2?

For 'lanned 'urchase orders and lan3et 'urchase agreements onl&4 chec3 Allow Price

Override to indicate that the release 'rice can e greater than the 'rice on the 'urchaseagreement line. f &ou allow a 'rice override4 the release 'rice cannot exceed the Price/imit s'eci!ed on the line. f &ou do not allow a 'rice override4 the release 'rice cannotexceed the *nit Price. Nou cannot enter this !eld if the line t&'e is amount ased. f &ouallow 'rice override4 enter the Price /imit. This is the maximum 'rice 'er item &ou allowfor the item on this agreement line.

What is the di:erence %etween the control actions 2On Hold2 and 2Freee2 for aPurchase order?

Nou can 'lace a Purchase order On hold onl& at the header level. This una''roves the'urchases order while 'reventing 'rinting4 receiving4 invoicing4 and future a''roval until&ou remove the hold. Nou can FreeEe onl& at the header and release level. Nou freeEe a

Purchase order when &ou want to 'revent an& future modi!cations to the Purchaseorder. Ihen &ou freeEe a Purchase order4 &ou can still receive and 'a& for goods &oualread& ordered.

What is the di:erence %etween the Field 2Firm2 in the 2Terms and Conditions2window and in the alternate reion 2more2 in the PO shipments?

The Field Firm in the Terms and Conditions indicates that the Purchase order is !rm.Firm &our 'urchase order when &ou want to indicate to Master 2cheduling%M$P or &ourmanufacturing a''lication that it should not reschedule this 'urchase order. The FieldFirm in the alternate region more in the PO shi'ments indicates that the Purchaseorder shi'ment is !rm. Firm &our 'urchase order shi'ment when &ou want to indicate toMaster 2cheduling%M$P or &our manufacturing a''lication that it should not reschedule

this 'urchase order shi'ment.

3na%le to open the Purchase Orders form due to error9 ;ou are not setup asan employee

The error is referring to the 0u&er form setu' in the Purchasing module. The em'lo&eesetu' might state that the& hold a 0u&er 'osition or Go. #owever4 in order to access thePurchase Orders or Autocreate form &ou must de!ne the em'lo&ee in the 0u&er form+2etu'%Personnel%0u&ers,. Also4 ensure the em'lo&ee name is de!ned in the em'lo&eeslogin information +2&stem administrator%2ecurit&%*ser%"e!ne,Also ensure the following 'ro!le o'tions at the site4 a''lication4 res'onsiilit& and userlevel are set to the correct value:

#$: 2ecurit& Pro!le#$:0usiness ?rou'MO: O'erating *nit

How do * chane the 'upplier on a saved or approved PO?

The s&stem does not allow 2u''lier u'date on a saved or a''roved PO. Nou will need tocancel the PO and create a new PO with the correct 2u''lier.


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* have accidentally cancelled a PO How can * uncancel?

The 2&stem as3s for &our con!rmation efore canceling a PO. Canceling is not areversile 'rocess. Nou cannot retrieve ac3 a cancelled PO.

Can * setup a di:erent Purchase Order type default for the PO form?

The Purchase Orders form alwa&s defaults a PO t&'e of 2tandard Purchase Order4 andthere is no setu'4 which can change this. Although the default value cannot e changed4the user can overwrite the defaulted t&'e once the nter PO form is o'ened.

The *tem is setup in the item master %ut is missin from the item .ist of@alues

Nou should chec3 the Financial O'tions setu' and ensure in the alternate region Eone2u''lierPurchasing that &ou have in the nventor& Org the correct organiEation. ThemaGorit& of Oracle customers have this set to their tem Master for the est results.2electing another organiEation limits items and related activit& to that s'eci!c org. Iiththe road selection of item master the client will have greater functionalit& acrossmulti'le organiEations.

How do you chane the unit price on a PO line once the line has %een receivedor invoiced?

Oracle Purchasing will not allow unit 'rice u'date on nventor& line items when the lineis received or illed ecause accounting transactions have alread& ta3en 'lace. ThediDerence etween the PO 'rice and invoice 'rice will e recorded in the nvoice Priceariance Account4 which will show u' on the nvoice Price ariance re'ort. f &ou havemista3enl& entered the incorrect 'rice on the PO4 then &ou can wor3around this &canceling or ac3ing out the invoice and 'rocessing a return on the recei't4 which willallow unit 'rice u'date.

Can the oriinal Purchase Order can %e viewed in any way4 for a revisedPurchase Order?

The original version of a revised PO cannot e viewed from the PO form or PO summar&form. nformation on the original PO is stored in the PO#A"$2A$C# andPO/-2A$C# tales4 and can e otained through 2/4 using the PO#A"$"column as a common reference.

Where is the automatic num%erin for Purchase Orders de#ned andmaintained?

t is de!ned in Purchasing O'tions window. The navigation is:2etu'%OrganiEations%Purchasing O'tions4 -umering alternate region.

Why is my Purchase Order closin %efore a receipt is processed?

Chec3 the $ecei't Closed Tolerance and the Matching setu'. f Matching is set to eBual8wa&4 the PO will close once the Purchase Order is a''roved. f the line of the PurchaseOrder is received within the tolerance the line will close.

Create a Purchase Order *nput the Header and .ine information and #nd thatthe 'hipments %utton at the %ottom of the form is rayed out


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2etu' the $eceiving O'tions to enale the 2hi'ment 0utton in the Purchase Order form.-avigation: 2etu' > OrganiEations > $eceiving O'tions. Once setu' these o'tionsfor &our OrganiEation &ou will have the 2hi'ments utton enaled. nsure that thePurchasing O'tions and Financial O'tions are de!ned for &our OrganiEation.

"ccessin the Purchase Order entry screen and ettin the error9 "PP+1(1(!


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The list of values should e availale. Please review 2u''lierPurchasing information forthe Financial O'tions to ensure the correct organiEation has een selected for thenventor& Org. 2etu'> OrganiEations>Financial O'tions>2u''lierPurchasing

*s the 'upplier item #eld a validated #eld?

-o4 the su''lier item !eld is not a validated !eld. t is for reference onl&.How can you have speci#c ,e)uestor defaulted on ,e)uisition form?

n order to have a s'eci!c reBuestor default onto the reBuisitions form4 the user willhave to set the following in the user will have to set the following in the usersreBuisition 'references. -avigation: %Purchasing > $eBuisitions > $eBuisitions ?o tos'ecial >'references Clic3 in the reBuestor !eld Choose a reBuestor from the list ofvalues Clic3 the a''l& utton4 a message new 'references now in eDect. Close thereBuisitions form $eo'en the reBuisitions form Clic3 in the lines region4 the reBuestorfrom reBuisition 'references should a''ear in the reBuestor !eld. The reBuisition'references are onl& valid while wor3ing on it 4 user needs to re enter reBuisition'references each time he starts the a''lications.

Can * chane the item num%er in re)uisition lines after savin the record?

*ser is not allowed to change the item numer of a saved record in Oracle Purchasing$eBuisition Form. f user !nds that the item entered & him in a saved record is wrongthen he has to delete that record and enter a new record for the reBuired item. *ser isallowed to change the T&'e4 "escri'tion4 *OM4 uantit&4 Price4 -eed & date in a savedrecord in the nter $eBuisition form. Also he can change the item categor& if itemnumer of the saved record in the nter $eBuisition Form is -*//.

What all control actions * can perform on a re)uisition throuh $ocumentcontrol window?

Cancel and Finall& close.

What is the authoriationBstatus of a re)uisition after Finally closin it?

Ihen we !nall& close the reBuisition from $eBuisition 2ummar& form theauthoriEationstatus of the reBuisition does not change. nstead its closedcodeecomes F-A//N C/O2".

Can * cancel or #nally close any re)uisition from $ocument Control Window?

-o. Purchasing lets &ou cancel or !nal close a reBuisition or reBuisition line efore &ourmanager a''roves it or efore a u&er 'laces it on a 'urchase order. -o control actionscan e 'erformed on an ncom'lete reBuisition. Nou cannot Finall& close a PreA''roved $eBuisition.

What happens if the re)uisition cancelled of #nally closed throuh $ocumentControl Window and encum%rance is on?

f &ou are using encumrance or udgetar& control4 Purchasing automaticall& createsnegative deit encumrance entries for the cancelled reBuisitions. Ihen &ou !nal closea 'urchase order4 Purchasing creates credit entries which reverse the encumrances.

How can * con#rm that my re)uisition has suKcient funds?


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?o to +M, 2'ecial>Chec3 for funds.

How to #nd out which sales orders are lin&ed to a Purchase Order?

n $eBuisition 2ummar& form +M, 2'ecial> iew Purchase Order. n the 2'ecial Menuitself &ou can see the o'tion iew 2ales Order.

What does the status Pre+"pproved mean4 and how does a document reachthis status?

The status of PreA''roved is the outcome of a 'erson forwarding a document fora''roval even though the forwarding 'erson has the necessar& authorit& to a''rove it.

The document ma& have een forwarded & mista3e or for usiness reasons. t is not'ossile to 'erform a recei't against a document with a status of PreA''roved.

When you try to 2'ave2 a re)uisition4 the followin messae appears9POB"..BPO'T* Purchasing > "ocument T&'es.2elect the document t&'e of $eBuisition +nternal or Purchase, and ma3e sure that the!eld Forward Method is not lan3. f it is lan34 set it to either #ierarch& or "irect4 thensave.

3na%le to enter Pro=ect information on the $istri%ution line of a ,e)uisition

Nou cannot enter 'roGect information for inventor& destinations +unless &ou have ProGectMfg installed,. 2etting "estination T&'e ; x'ense will resolve the 'rolem. Nou willthen e ale to enter information in the remaining ProGect related !elds.

When a re)uisition is autocreated to a purchase order4 supplier information isnot populated in the purchase order header

This ha''ens when a reBuisition numer is entered in the Find $eBuisition /ines windowand document is autocreated. 0ut if &ou enter the reBuisition numer and su''lierdetails in the Find $eBuisition /ines window and autocreated the document to 'urchaseorder. The 'urchase order now contains su''lier details in the 'urchase order header.

2u''lier information at the reBuisition level is actuall& a suggested 2u''lier4 and theu&er has an o'tion to decide which su''lier to 'ic3 on the PO header. Also4 if &ou tr& toAutocreate multi'le reBuisitions with diDerent 2u''liers Autocreate would not 3nowwhich su''lier to use. #ence the vendor information cannot e defaulted. This is thestandard functionalit& of Oracle A''lications. Ior3arounds: 1 nter the suggestedsu''lier on the Find $eBuisition /ines 2earch Criteria window and this is 'o'ulated onPO header when autocreated. 8 nter the su''lier information in the 2elect PurchaseOrder Eone.


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The system does not allow you to chane the Price and - or )uantity of anapproved ,e)uisition line %efore "utoCreatin a Purchase Order

Ihen &ou are using ncumrance Accounting4 & enaling the 0udgetar& Control agfor a set of oo3s4 the s&stem automaticall& creates encumrances from $eBuisitions4Purchase Orders and other transactions originating from modules such as Purchasing Q

Pa&ales.n this case4 the funds are chec3ed at the $eBuisition /evel. Nou cannot change the Priceand uantit& once the reBuisition has een a''roved. This is the 2tandard functionalit&of Oracle A''lications.After Autocreating a Purchase Order4 &ou can change the Buantit& and 'rice.

Cannot #nd a $ocument in the oti#cations form which has %een forwarded%y an intermediate "pprover

2everal things with Oracle Ior3ow can cause documents to e stuc3 in 'rocess4however4 this 'articular issue deals with du'licate data in &our #$ s&stem.*sing &our 2&sAdmin res'onsiilit&4 navigate to 2ecurit&>*ser>"e!ne and 'erform aBuer& on the Person !eld using the em'lo&ee name of the a''rover &ou are tr&ing to

forward the document to.This should return a record for onl& 1 user. f the em'lo&ee is assigned to more than 1user name4 Ior3ow will not 3now who to deliver the noti!cation to and the documentwill hang with a status of in 'rocess.

;ou are allowed to update 2$estination Type2 from 2*nventory2 to 2Expense2 inthe re)uisition form

f &ou setu' destination t&'e as 5nventor&5 in the item setu' and in the $eBuisitionsform if &ou change the destination t&'e to 5x'ense54 then this will override thedestination t&'e setu' in item setu'. The "estination t&'e will carr& over from the$eBuisition into the Purchase Order when autocreating.

Clic&in on the .O@ to select an employee to forward the document iveserror9F,0+(1L589 .ist Of @alues contains no entries

Nou need to run the following sBl:2/>select can're'arera''roveag4 defaulta''roval'athidfrom 'odocumentt&'esallwhere documentt&'ecode ; $*2TO-S

f the results return a -*// value for can're'arera''roveag then &ou need to'erform the following: -avigation: Purchasing > 2etu' > Purchasing "ocument T&'es.n the document window t&'e window use $eBuisition in the t&'e !eld. nale 5OwnerCan A''rove5 chec3 ox save it disale it save it and enale it. This is to set the agaccordingl&. -ow save the record. -ow when &ou enter a reBuisition and forward the

reBuisition for a''roval &ou can have /O in the forward !eld.

The re)uisition can %e saved without the need+%y date #eld %ein populated

/ine items that are 'ut on reBuisitions must e 'lanned. t is necessar& that the itemsare 'lanned in order for the need& date to e enforced.2te'&ste' solution:?* uer& the item in the tem Master Choose the ?eneral Planning suregion


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Ma3e the item 'lannedChar -avigate tems *'date uer& item n tem "etails region choose select Ma3e the item 'lanned

*n the Enter Purchase Order form and in the Enter ,e)uisitions form4 the .istof @alues in the *tems #eld is not retrievin some of the items

n the nter Purchase Order form and the nter $eBuisitions forms4 the /ist of alues+/O, in the tems !eld is not ased on what organiEation &our 'urchasing res'onsiilit&is 'ointing to. nstead4 it is ased on the nventor& OrganiEation entered in the FinancialO'tions form under 2u''lier Purchasing. n the nter Purchase Order form and thenter $eBuisitions forms4 the /ist of alues +/O, in the tems !eld is not ased on whatorganiEation &our 'urchasing res'onsiilit& is 'ointing to. nstead4 it is ased on thenventor& OrganiEation entered in the Financial O'tions form under 2u''lier Purchasing. Changing the nventor& OrganiEation de!ned in the Financial O'tions to thetem Master organiEations will 'ermit &ou to select those items.

The items with destination type as *nventory have the destination type asExpense defaultin in the Enter ,e)uisitions form

The defaults do not come in for a reBuisition4 if the invorganiEationid column is lan3in #$/OCATO-2 tale and does not get 'o'ulated. The invorganiEationid is lin3ed tolocation and this in turn is lin3ed to em'lo&ee and which ex'lains wh& when &ou enterthe item in reBuisition form the organiEation and 2hi'To /ocation !eld were not get'o'ulated and therefore the destination t&'e was not coming as inventor&. Nou have to'o'ulate invorganiEationid in #$locations tale which will resolve the 'rolem.

What is Center+.ed Procurement?

Center/ed or CentraliEed Procurement is new functionalit& delivered in 11.


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the Oracle nventor& *ser ?uide.+ii, 2et #$: Cross 0usiness ?rou's 'ro!le to Nes.+iii, "e!ne a su''lier site for the su''lier in oth $eBuesting and Procuring O'erating*nits.+iv, Create an a''roved ?loal Agreement in the Procuring or -egotiating O'erating*nit.

Create a lan3et 'urchase agreement or contract 'urchase agreement with?loal chec3ed.

nale the $eBuesting organiEations that can reference the gloal agreement+Tools > nale OrganiEations,.

For each reBuesting organiEation4 s'ecif& the Purchasing OrganiEation and thesu''lier site for the su''lier.+v, Create 2ourcing rules4 sourcing rule assignment set entries and A2/ entriesmanuall&4 or alternativel& 'erform automaticall& at at Purchase order sumit form.+vi, Create a $eBuisition against &our gloal agreement in an& organiEation that isenaled.

What are the 'upported setups for Center+.ed Procurement?

CrossO'erating *nit Procuring is -OT su''orted when:

nterCom'an& Transaction Flow are not de!ned or valid ncumrance is O- in either $eBuesting or Purchasing O'erating *nits. ProGect%Tas3 is s'eci!ed with ex'ense destination. $eBuisition line is M enaled +see Oracle nventor& *ser ?uide,. $eBuisition shi'ment has a consigned relationshi' +see Oracle nventor& *ser

?uide,. "estination inventor& organiEation is OPM enaled +2ee Oracle Process

Manufacturing *ser ?uide, tem is not de!ned in the reBuesting or 'urchasing o'erating unit4 destination

inventor& organiEation4 or logical inventor& organiEation +as de!ned in Transaction Flow, tems must have attriutes as documented as 'er ntercom'an& nvoicing 2etu'

section in nventor& *ser ?uide + ie inventor& item enaled4 stoc3ale4 transactale4cost enaled4 etc,For 2ervice /ine T&'es4 if #$: Cross 0usiness ?rou's 'ro!le ; -o then the $eBuestingand the Purchasing O'erating OrganiEations must e in the same usiness grou'.

*s there any additional setup re)uired for iProcurement?

-o. iProcurement uses Purchasing setu's to correctl& source reBuisitions raised.

0ul3loaded catalog items in iProcurement can leverage Center/ed functionalit& whensu''liers are associated with ?loal Contract Agreements.

Q1. What are Reminder notifications?

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

a reminder notification can be sent out to the approver. You can send up to two

reminders to an approver using the Timeout feature. You can also specify that after a


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certain period of time, the document be forwarded automatically to the next approver in

the hierarchy. This feature is setup by changing the Purchase Order (PO) and/or

Requisition approval workflow in Oracle Workflow Builder.

Q2. How do you setup the timeout feature?

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

the "PO Requisition Approval" workflow for requisitions. To enable the Timeout feature

in the PO Approval workflow, modify the following activities in the Notify Approver sub

process by entering a Timeout period in their Properties windows:

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

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

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

their Properties windows: Approve Requisition Notification, Requisition Approval

Reminder1, and Requisition Approval Reminder2. Refer toNote 124695.1for more

details on the implementation steps.

Q3. Any prerequisite for timeout to work?

The Workflow Background Process must be running for the reminder notifications to be

generated. The background process must be set to run periodically if you want the

reminders to be regularly generated. Run this program with parameter "Timeout" set as

"Yes", and "Item Type" parameter as "PO Approval Process" or "PO Requisition

Approval Process" whichever is appropriate.

Q4. How do you enerate the notifications for the documents that need to !e started up inappro"a# yet?

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

documents that are incomplete, rejected, or in need of re-approval and sendnotifications to the appropriate people informing them about the documents' status. A

new notification 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?
https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=124695.1https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=124695.1


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

are generated regarding the following situations:

- POs and requisitions are Incomplete, Rejected or may require re-approval.

- POs and Releases require acceptance and acceptance is not yet received.

"Acceptance past due" notifications is sent if the acceptance required date is over andno 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 notification 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 *Acceptancepast due* notifications when purchase orders ha"e a#ready !een accepted?

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

reminder notifications that documents have not been accepted by their acceptance due

date, the purchase order or release must have its latest revision accepted.

Q+. ,oes the (end notifications for )urchasin documents proram enerate a notification tothe 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 notification reminding user

that the document is pending for his action. The notification message is displayed

irrespective of the status of the document. What action the user needs to take can be

determined only after opening the document.


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Where does ,eceivin "ccount information et derived from?

There are 8 new !elds: "estination Charge Account and "estination ariance Account4in the Purchase Order and Purchase Order 2ummar& forms at "istriution level. These 8accounts are derived & the PO Account ?enerator Ior3ow4 the& corres'ond toaccounts valid to the $eceiving OrganiEation +$eBuesting OrganiEation,. ntercom'an&

invoice transactions will occur automaticall& after recei't and deliver.

*s it possi%le to manually "utocreate ,e)uisitions usin the "utocreate Form?

Nes. $eBuisitions that are availale for Autocreation are viewale onl& in a res'onsiilit&tied to the o'erating unit where $eBuisition is created. Nou can select to manuall&autocreate and choose the ?loal 0lan3et Purchase Agreement+0PA, to autocreateagainst. The Purchasing Org +where Purchase Order will e created, can e selectedhowever this will de'end on 2u''lier 2ite on $eBuisition and naled OrganiEations onthe 0PA.

Why is the Purchasin Oraniation .O@ in "utocreate Form showin novalues?

ncumrance is enaled in the current o'erating unit +$eBuesting OrganiEation,.ncumrance must e disaled for Center/ed Procurement. + -ote this is also true for$elease 18,

> $o we need to perform additional setups in 0O"C after upradeto ,1! to retain the multi+or setups that existed prior to theuprade?

"9f &ou do not wish to im'lement the features 'rovided in $18 & MOAC4

there are no additional setu's reBuired. MO:O'erating *nit is 'reservedthrough the u'grade4 so if it was set in a 'revious release4 it will still e set in$18.> $o we need to perform additional setups in 0O"C after upradeto ,1! to retain the sinle+or setups that existed prior to uprade?

"9Multiorg is reBuired for $elease 18. Nou will e reBuired to enale multiorg to u'grade to $elease 18. This does not mean &ou will need to createmulti'le o'erating units. Nou must enale multiorg and de!ne at least oneo'erating unit. Once &ou enale multiorg4 O'erating *nit " +orgid, will e'o'ulated in all the relevant tales.

>5 *f 0O9 'ecurity Pro#le is con#ured4 does the user also need toset 0O9 Operatin 3nit4 or is it optional? *f %oth are set then whatwould %e the implication?

"9MO: 2ecurit& Pro!le ta3es 'recedence over MO:O'erating *nit. 2o4 if &ouset MO:2ecurit& Pro!le4 that is what will e used. f MO:2ecurit& Pro!le is notset4 then MO:O'erating *nit will e used.


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> The security pro#le was modi#ed4 why did the user2s access notchane per the modi#cation?

"9This could ha''en if value of MO:2ecurit& Pro!le references anothersecurit& 'ro!le and%or 2ecurit& /ist Maintenance concurrent 'rogram was

not run after modif&ing the securit& 'ro!le. Also4 #$: 2ecurit& Pro!le ta3es'recedence over MO:2ecurit& Pro!le. f the organiEation included in thesecurit& 'ro!le is a o'erating unit as well as a usiness grou'4 3indl& unchec3 the o'tion xclude 0usiness ?rou' from the securit& 'ro!le.> When attemptin to naviate to form-pae4 the application showsthe error 2you do not have access privilee to any operatin unit2even thouh you had set the users security pro#le

"9rror is ecause the securit& 'ro!le has not een set correctl& for theuser. Please verif& the following again.1. MO:2ecurit& Pro!le assigned to the users res'onsiilit&

8. O'erating units have een assigned to the securit& 'ro!leH. 2ecurit& /ist Maintenance concurrent 'rogram has run successfull&.>I $oes 0O"C ena%le users to create purchase orders in anotheroperatin unit simply %y choosin an operatin unit while )ueryinthe "utoCreate form4 and choosin a re)uisition from anotheroperatin unit4 without havin de#ned a transaction 6ow %etweenthe procurin oraniation and the receivin oraniation?

"9t is mandator& to de!ne a transaction ow etween the 'rocuringorganiEation and the receiving organiEation efore using this feature.

> How is ,eceivin supported across multiple operatin units in,elease 1!?

"9Ihen the $ecei'ts form is o'ened4 the list of values +/O, will edis'la&ed of the inventor& organiEations which are availale to the userthrough the securit& 'ro!le. $eceiving forms unli3e other transactionentr& forms in Oracle Purchasing4 does not ma3e it mandator& for the userto choose an o'erating unit even after selecting the inventor& organiEationto receive the shi'ment. *ser will still e allowed to change to an o'eratingunit which ma& not necessaril& include the inventor& organiEation choseninitiall&. For eg. if M1 is an inventor& organiEation which is not included in an

o'erating unit ision Communications +*2A,4 and if M1 is chosen initiall& asthe receiving inventor& organiEation4 user is still allowed to select theo'erating unit context as ision Communications +*2A,. This is an intendedfeature in $elease 18.> Why is it that the ,eceivin Transaction Processor4 unli&e otherPurchasin concurrent re)uests4 enforces operatin unit as amandatory parameter in ,elease 1!?


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"9The $eceiving Transaction Processor is a multiorg concurrent 'rogram. Asingle recei't can e created for shi'ment lines destined for the same shi'toorganiEation and elonging to diDerent o'erating units. A 'urchase order4 forexam'le4 is from a single o'erating unit.> *f a transaction is entered %y mista&e in an incorrect operatin

unit Mthe security pro#le of the user allows transaction entry inmultiple operatin unitsN4 what should %e the next step?"9Please cancel%delete%reverse the transaction. This is a user error. 2&stem isehaving as intended. Why are some customiations not wor&in after upradin to,elease 1!?"9The irtual Private "ataase +P", feature has re'laced C/-T-FO +OrgContext, function in multiorg Architecture. All calls made to Org Contextfunction will no longer wor3 in $18. Please refer to

the Note.374398.1and Note.396750.1for additional $18 resources and customcode migration. This ma& not address all &our reBuirements for writing

custom code for MOAC or P". Please also review the 'ulic APs +starting3e& words mogloal, availale inOracle Integration Repositoryfor additionalinformation.

What does the status )re-Appro"ed mean and how does a document reach this status?

A: The status of PreA''roved is the outcome of a 'erson forwarding adocument for a''roval even though the forwarding 'erson has the necessar&authorit& to a''rove it. The document ma& have een forwarded & mista3eor for usiness reasons. t is not 'ossile to 'erform a recei't against a

document with a status of PreA''roved. The a''rover to whom thedocument was forwarded must !rst a''rove it.Also PreA''roved status can e achieved when using ncumranceaccounting and the document is authoriEed for a''roval ut funds have not&et een reserved for it. ven if someone with sucient a''roval authorit&a''roves the document4 its status will still e PreA''roved if funds were notale to e reserved at the time of a''roval. Once funds are reserved for thea''roved document4 the document status changes to A''roved.Another cause for PreA''roved status is & im'orting A''roved reBuisitionswith encumrance on. The reBuisition im'ort 'rocess will force status to PreA''roved4 reBuiring user to ta3e the reserve action.

What is the difference !etween ,/R0 and H/0RARH forwardin methods?

A: The document forwarding method is selected in the "ocument T&'es form:$es'onsiilit&: Purchasing 2u'er *ser-avigation: 2etu' > Purchasing > "ocument T&'esThe two choices for the document forwarding method are "irect and#ierarch&S oth o'tions are alwa&s availale regardless of whether Position
https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=374398.1https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=396750.1http://irep.oracle.com/index.htmlhttps://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=374398.1https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=396750.1http://irep.oracle.com/index.html


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#ierarchies +'ositions, or m'lo&ee2u'ervisor $elationshi's +Gos, are eingused.A. "irect Forwarding Method : *sing this forwarding method4 at the timewhich a document is sumitted for a''roval4 validation will occur u' thea''roval chain until an a''rover is located that has the ailit& to a''rove the

document in Buestion. f Position #ierarchies are eing used4 then the validation will occur against'ositions listed in the 'osition hierarch& s'eci!ed in the document a''rovalwindow. Once a 'osition that has a''roval authorit& has een located4 thes&stem will locate the em'lo&ee assigned to this 'osition and designate himas the ForwardTo. The selection of the em'lo&ee is ased on al'haeticalcontext. f m'lo&ee%2u'ervisor $elationshi's are eing used4 then validation willoccur against4 !rst4 the su'ervisors Go of the em'lo&ee sumitting thedocument for a''rovalS then4 if that su'ervisor does not have authorit&4 thes&stem will loo3 to the su'ervisors su'ervisor. The validation 'rocess will

continue u' this em'lo&ee%su'ervisor chain until an a''rover with the 'ro'erauthorit& is located.0. #ierarch& Forwarding Method *sing this forwarding method4 validation isnot 'erformed to locate the next 'ossile a''rover with sucient authorit&Sthe documents will sim'l& route to each 'erson in the a''roval chain. Thedocument4 once sumitted for a''roval4 will move to either the 'ersonassigned to the next 'osition in the 'osition hierarch& if 'ositions are eingused4 or the em'lo&ees su'ervisor if em'lo&ee%su'ervisor relationshi's areeing used.The 3e& diDerence etween the two o'tions is that "irect forwarding willmove the document to the !rst 'erson with authorit& to a''rove4 whereas

#ierarch& will sim'l& move the document to the Bueue of the next em'lo&eein the a''roval chain4 whether that 'erson has the a''roval authorit& or not.For more detailed information on to'ic refer to the Purchasing 2etu' of

A''roval #ierarchies Trouleshooting Note:134947.1.

What is the sinificance of the ,ocument ota# and Account Rane types on the Appro"a#roups form?

A: The "ocument Total t&'e sets the maximum limit for an& a''roval actionsta3en & the user whom the a''roval grou' a''lies to. f multi'le "ocumentTotals are s'eci!ed4 the restriction will e to the "ocument Total4 which is thelowest.The Account $ange also allows for a document total which is then tied to as'eci!c range of accounts listed on the same line. t is 'ossile to havediDerent account ranges with diDerent amount /imits. This allows the sameuser to have a diDerent dollar%account limit. t is mandator& to have anaccount range s'eci!ed in each a''roval grou' de!ned. 0& default4 if thereis not an account range de!ned4 all accounts will then e excluded from the


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document a''roval 'rocess4 which means that the documents will not havean ailit& to ecome a''roved.-ote: Iithin the account ranges called out in the A''roval ?rou's form theformat and numer of 'laces within a segment must match the chargeaccount segment structure. For exam'le4 the segment 599995 is not going to

match segment 5999995 as the numer of 'laces are not eBual.

What is the sinificance of usin 5o!s or positions and what effect wi## choosin one or theother ha"e on the document appro"a# routin?

A: The choice of whether or not Gos or 'ositions are going to e used ismade at the o'erating unit level within the Financial O'tions form.$es'onsiilit&: Purchasing 2u'er *ser :-avigation: 2etu' > OrganiEations > Financial O'tions select the #uman$esources alternate regionf the o'tion *se A''roval #ierarchies is chec3ed4 then 'ositions and 'osition

hierarchies are going to e utiliEed for the o'erating unit in BuestionS if leftunchec3ed4 em'lo&ee%su'ervisor relationshi's will e used for the a''rovalhierarch& routing 'ath.-ote: f 'ositions are eing used4 then 'osition hierarchies will need to ecreated as the& are going to e the roadma' for document a''rovals. f Gosare eing used4 then the em'lo&ee%su'ervisor relationshi' will serve as theroadma'.

What is the difference !etween archi"in on Appro"e "ersus )rint?

A: The archiving method determines at which 'oint revision data will ewritten to the document archive tales. Archive on A''rove designates anu'date to the Purchasing archive tales at the time of document a''rovalSeach time a revision is made to a document and the document enters a$eBuires $ea''roval state4 the new revision information will e archived atthe time the document is a''roved again. Archive on Print designates anu'date to the document archive tales at the time the 'urchase order is'rinted.The following gra'h illustrates the diDerence etween the two settings. TheArchive $ev columns denote the highest revision of the 'urchase ordercurrentl& residing in the 'urchase order archive tales. The Current $evcolumns denote the current revision level of the 'urchase order4 as seen inthe header region of the Purchase Orders form.

Step # Action Archive on Approve Archive on Approve A

Archive Revision Current Revision Arc

1 Create purchase order None 0 No

2 Change controlled information None 0 No


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3 Approve Purchase order 0 0 No

4 Change controlled information 0 1 No

5 Approve Purchase order 1 1 No

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 thestatus of 7/ncomp#ete7 - why?

A: 2ometimes4 a document ma& still have a status of ncom'lete after anattem't to a''rove the document has een madeS this indicates a failure inthe validation of the a''roval authorit& for the document creator4 along withthe inailit& to locate an em'lo&ee with the 'ro'er authorit& to forward thedocument. 2ee Trouleshooting Purchasing "ocument For ncom'lete

A''roval 2tatus Note:295153.1.

How is it possi!#e to appro"e a !#anket re#ease when the !#anket purchase areement isshowin that the fu## amount has a#ready !een re#eased?

A: The validation of a release dollar amount is not against the amount agreedon the header of the lan3et 'urchase agreementS instead4 it validatesagainst the Amount /imit s'eci!ed in the Terms and Conditions window ofthe Purchase Orders form. f this !eld is left lan34 then the release can efor an& amount. Therefore4 it is im'erative that the Amount /imit !eld e'o'ulated with the same dollar amount as the Amount Agreed !eld in theheader region of the Purchase Orders form4 de'ending on the usinessneeds. t should also e noted that $elease 11i also has introduced an

Amount /imit !eld that can e de!ned at the line level of the lan3etagreement.

/ 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: 2ince he has een delegated the a''roval authorit& from &ou4 hisa''roval actions would e adGudged as if &ou were ta3ing those actions on


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this document. #owever4 the document would remain inaccessile to him.This is ecause & "elegating4 &ou are onl& allowing him to act on a''rovaldecisions on &our ehalf4 rather than also delegating him the accessauthorit&.

/ ha"e heard a!out somethin ca##ed A90 for appro"a#s in 11.$.1: what is it and can / use iton my ear#ier re#ease?

A: n Oracle A''lications 11.


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against the Amount /imit s'eci!ed in the Terms and Conditions window ofthe Purchase Orders form. f this !eld is left lan34 then the release can efor an& amount. Therefore4 it is im'erative that the Amount /imit !eld e'o'ulated with the same dollar amount as the Amount Agreed !eld in theheader region of the Purchase Orders form4 de'ending on the usiness

needs. t should also e noted that $elease 11i also has introduced anAmount /imit !eld that can e de!ned at the line level of the lan3etagreement.

What is #o!a# super"isor and how can / uti#i;e that for appro"a#s across !usiness roups?

A: This feature allows the user to forward a document +PO or $eB, to asu'ervisor in a diDerent usiness grou' than the user. This is enaled whenthe 'ro!le #$:Cross 0usiness ?rou's is set to &es. The action histor& willalso show the details including the name of the 'erson from the diDerentusiness grou'. This functionalit& is availale on Procurement Famil& Pac3 F

+11i.P$CFP.F, and aove. For more information 'lease refer to: Purchase$eBuisition A''roval Across 0usiness ?rou's Note 291046.1.

/ ha"e end-dated a position !ut sti## ha"e the emp#oyees assined to this position. heseemp#oyees continue to !e a!#e to appro"e the )8s as !efore. Why?

A: The& would continue to e ale to a''rove as long as the& have validassignments. Ihen &ou are altering &our organiEation structure & ex'iring a'osition4 &ou M*2T also ma3e alternatives for the o'en assignments on this'osition. This should e a 'art of &our organiEation structure migration'rocess. Once &ou have migrated com'letel& to the new Position 2tructure4including the 'ro'er em'lo&ee'osition assignments4 run the Fill m'lo&ee#ierarch& 'rogram. This would aDect the PO A''roval accordingl&.

What type of document attachments can !e emai#ed with )urchase 8rders to (upp#iers?

A: n 11i19 and elow onl& -otes to su''liers and /ong%2hort TextAttachments could e sent to the 2u''liers. -ow in $elease 18 +$18, andhigher !les such as +MsIord4 "rawing etc., as well as *$/s can e sent.

,oes Appro"a#s 9anaement 0nine