Sie sind auf Seite 1von 36

Interview dfsdfQuestions /FAQs

asdfdsAnswers (Accrual and Accounting) Asd What is the difference between 'Accrue On Receipt' and 'Accrue at Period End'?
asdfdAccrue On Receipt means that when a receipt is saved, accrual transactions are immediately recorded and sent to the general ledger interface. This is also known as "online" accruals. Accrue at Period End means that when a receipt is saved, the accrual transactionasdfdass are not immediately recorded and sent to the general ledger instead, the accounting entries are generated and sent at the end of the month !y running the Receipt Accruals " Period"End Process. All items with a destination type of either #nventory and Outside Processing are accrued on receipt. $or items with a destination tadfasdfasdfype of E%pense, you have the option of accruing on receipt or at period end. The Accrual Re!uild Reconciliation Report should !e used to view accrual transactions for inventory items and e%pense items which are set to accrue on receipt &online accruals'. This is the Report that should !e used to reconcile accrue on receipt transactions with ().

asdfdsAfter entering receipts and running the Receipt Accruals Period-End Process, the new ournals do not appear in the !eneral "edger# $hould the transactions auto%aticall& appear in !" after perfor%ing these steps?
The transactions from Oracle Purchasing are only sent to the ()*#+TER$A,E ta!le. #n order to create the -ournals and see them in (eneral )edger, the .ournal #mport concurrent program must !e run from a (eneral )edger responsi!ility. /e sure to review the output file from the .ournal #mport re0uest to ensure that the records imported successfully.

adsfsdaf'ow can one tell whether each ournal in the general ledger is for period- end or on receipt (online) accruals?
Period"end and online accrual entries may !e contained in the same () !atch, !ut there will !e separate -ournals created for each. .ournals created !y the Receipt Accruals " Period"End Process will have a category of 1Accrual1 -ournals created for online accruals with have a category of 1Receiving1. 2ere is some technical ta!le"level information that may provide assistance3 Ta!le3 ()*#+TER$A,E ,olumn 3 45ER*.E*5O4R,E*+A6E 7 Purchasing ,olumn 3 45ER*.E*,ATE(OR8*+A6E 7 Accrual &for period"end accruals' " OR " 45ER*.E*,ATE(OR8*+A6E 7 Receiving &for online accruals' Ta!le3 ()*.E*2EA9ER5 ,olumn 3 .E*5O4R,E 7 Purchasing .E*,ATE(OR8 7 Accrual &for period"end accruals' " OR " .E*,ATE(OR8 7 Receiving &for online accruals' "Off Transactions1 to +o. The written"off transactions will no longer !e included in the report.

+OTE3 8ou can run the Accrual :rite"Off Report to review the transactions that were written off this can !e used to support the manual -ournal entry created in the general ledger.

asdfdsPurchasing Integration With E-Business Tax: 'ow to (iew the )a* infor%ation fro% the Purchase Order Entr& +or%?
To view the ta% information Actions menu ; 6anage Ta% . from the Purchase Order $orm navigate to3

What will happen to the ,,i )a* -ode after upgrade to release ,.?
<<i Ta% ,odes will !e maintained as Ta% ,lassification ,odes.

After upgrade to release ,. we cannot find the /efaulting 'ierarch& defined under Purchasing Options?
<<i 9efaulting 2ierarchies from AR=AP=PO=PA system options will !e upgraded as >Ta% ,lassification ,ode? defaulting hierarchy in Application Ta% Options in the conte%t of O4 and application product &AR=AP=PO=PA'. +avigation to Application Ta% Options3 A" )ogin to Ta% responsi!ility ; 9efaults and ,ontrols ; Application Ta% Options /" @uery for the Operating 4nit and Application +ame.

asdfdsafOracle Purchasing: /oes Oracle purchasing and Oracle pa&ables allow sharing of supplier and supplier sites across sets of boo0s ?
Answer3 5uppliers can !e shared across sets of !ooks , !ut supplier sites are defined at operating unit level.

adfasdfafWhere is release %ethod define in auto source rules for% ?


Answer3 Release method is defined in Auto 5ource Rules $orm . #t is defined innsource document Aone. #n source document release method field has value in )OB for the user to choose . Balues are .a. Balues are automatic release=review !. Release using auto create.

asdfdasWh& are errors displa&ed when a recei(ing transaction %anager is run ?


errors are given !elow.. "APP "<CDEF conncurent program RB,TP returned error. ,ause 3 RB,TP encountered n7internal error parameters3 RB,TP , immediate, GHEEC."

Answer3 To avoid the errors follow the steps given !elow.. " #nventory , po, and () periods must !e open. " Open periods in open and close periods are in setup of purchasing module. " #n inventory module open periods in inventory accounting periods. +ow run the trAnsweraction manager the pro!lem will not !e replicated.

-an &ou print a custo% PO report fro% the appro(al screen ?


Answer3 This is not the functionality in <F.Dsc. The standard printed PO report is associated to the approval form and can !e printed.

What is P$1 ?
Answer3 PsC is the PsC is patchset C. purchase order 6inipak <H6 ,9.

'ow to 2uer& po without update access ?


Answer3 ,reate a responsi!ility with access to view purchasing menu only do not associate an update function in it.

3n order to print the printed purchase order report what is setup re2uired?
Answer3 4se 5ystem Administration responsi!ility and go to system profiles. #n system profile field enter I,oncurrentI and click find !utton for finding 1,oncurrent3 report copies1 profile and set the profile field to <.

Wh& does a cancelled po be a(ailable for %atching on 3n(oice Entr& for% ?


Answer3 This is standard functionality of Oracle Applications. #nvoices which are matched to closed or cancelled po1s will !e placed on a 10uantity order hold1!y Auto approval. This hold will prevent payment of the invoice, until the paya!les module&user' can determine why the invoice has !een matched to a closed or cancel po, and then resolve the pro!lem.

'ow to generate a po that includes ta* and freight ?


Answer3 This is not handled under purchasing , po only sets a ta%a!le flag for the item to identify it as a ta%a!le item which is calculated correctly upon !eing invoiced. " Accounting paya!les handles this. " Ta% codes and freight costs are setup in AP. " Ta% code varies !y state and freight costs may vary due to different packing methods , etc. And these costs are sumed when invoiced.

'ow to (iew pre(ious purchase infor%ation for a specific ite% ?


Answer3 4se the supplier item catalog prior purchases region which can provide the following information. 5upplier name 9ate of purchase Price paid 4nit of measure To 9efault the prior purchases region which can provide the following information. +avigation 3=Profile ";5ystem @uery in the profile field 7 PO 3I ,hoose PO3 9efault supplier item catalog window to view previous purchase information for a specific item.

What does (endor on hold report do ?


Answer3 Bendor on hold report prints all vendors who are on hold and have unapproved po1s with authoriAation status 7 incomplete for that vendor. This helps the user to change the status on the po and approve it. This is the intended functionality of the report. The vendors report would print all vendors and would also include the on hold information.

Where does the ship-to field get populated fro% in Re2uisition4 PO for% ?
Answer3 The ship"to field values are defaulting from the !uyer setup in Re0uisition= PO form.

Wh& does auto source rules create re2uisitions for onl& one (endor e(en though A$" is defined for . (endors?
Answer3 The split percentage used for the vendors in re0uisitions is only for reporting purposes.This is used in supplier volume analysis report. This report has !een replaced !y vendors volume analysis report.

3n a po screen wh& does destination t&pe allows onl& to choose in(entor& t&pe but not e*pense t&pe ?
Answer3 #f the item is defined as an inventory item in the item master window the item cannot have a destination type as e%pense in po screen. when we enter a re0uisition for an inventory item we change the destination type cannot !e changed to 1e%pense1. This is Oracle Applications $unctionality.

When &ou tr& to appro(e a po &ou get an error 5docu%ents total e*ceeds docu%ent total li%it rule please enter forward to5 how to resol(e?

Answer3 $or a document to !e approved !y a user = originator follow the steps given !elow.. <.Ensure approval group setup is appropriate. E.#n order to approve a document the user=!uyer=originiator of the document must choose 1document total1 for the o!-ect field # the approval groups window. J.$or a document to !e approved !y the originator it is necessary to verify the amount entered is within the limit of the 1document total1. C.This is defined in the approval group window. G.Ensure relevant documents are appropriately defined in document type window. $or a document to !e forwarded !y a user=originator follow the steps given !elow.. <.Ensure that higher position is assigned to an employee in the position 2eirarchy window.Position of the employee must !e higher than the position of the user=originator of the document with greater limit of the 1document total1. E.4se the reports form in the menu and su!mit a re0uest for 1fill employee heirarchy 1 report. +ow the purchase order can !e approved if the po is within the user limit and can !e forwarded if it is !eyond the user limit.

When a po is 5finall& closed5 records are deleted fro% 6)"-$uppl& table#What happens to Records in 6)"-$uppl& when po is partiall& recei(ed?
Answer3 :hen the po is partially received records are present in the 6T)"5upply ta!le. Records in 6T)"supply are only deleted when the po is completely received and "finally closed".

'ow can 3 see the last 2uer& perfor%ed b& a for% ?


Answer3 #f you want to see the last 0uery performed !y a form you can do this through the e%amine tool as follows3 +avigate to help"";tools"";e%amine /lock 7 system $ield 7 last 0uery The value returned is the last select statement performed !y the form.

When 'pa& on receipt' for 'unordered ite%s' are being processed in(oices are not being created ?
Answer3 This pro!lem is solved !y applying patch KFL<EK.

'ow can &ou populate negotiated sources region within supplier ite% catalog window ?
Answer3 #n order for the user to !e a!le to populate the negotiated sources region of the supplier item catalog form, one of the following documents types will need to !e created for the item in 0uestion 3 /lanket purchase order ,atalog 0uotation Planned purchase order

'ow can &ou ha(e specific re2uestor defaulted on re2uisition for% ?


Answer3 #n order to have a specific re0uestor default onto the re0uisitions form , a user will have to set the following in the user will have to set the following in the user1s re0uisition preferences. +avigation3 =Purchasing ";Re0uisitions "; Re0uisitions (o to special ";preferences ,lick in the re0uestor field ,hoose a re0uestor from the list of values ,lick the 1apply1 !utton , a message 1 new preferences now in effect.1 ,lose the re0uisitions form Re"open the re0uisitions form ,lick in the lines region , the re0uestor from re0uisition preferences should appear in the re0uestor field.The re0uisition preferences are only valid while working on it , user needs to re enter re0uisition preferences each time he starts the applications

What is the -O$) P"7$ +EE price t&pe? 'ow is Purchase Order treating this price t&pe?
#n the Price type 0uickpick in the Purchase Order )ines Aone in enter Purchase Order form, there is a value called ,O5T P)45 $EE. :hat is the ,O5T P)45 $EE price typeM 2ow is Purchase Order treating this price typeM Answer The functionality for ,O5T P)45 $EE price type is not in Oracle Purchasing at this point of time. PO does not do anything with this price type. #t is an enhancement re0uest that is !eing looked at for future releases.

What is .-wa&, 8-wa&, 1-wa& %atching? 'ow is this set-up?


Answer E"way matching verifies that Purchase order and invoice information match within your tolerances as follows3 @uantity !illed N7 @uantity Ordered #nvoice price N7 Purchase order price &N7 sign is used !ecause of tolerances' J"way matching verifies that the receipt and invoice information match with the 0uantity tolerances defined3 @uantity !illed N7 @uantity received C"way matching verifies that acceptance documents and invoice information match within the 0uantity tolerances defined3 @uantity !illed N7 @uantity accepted. &Acceptance is done at the time of #nspecting goods'. :hether a PO shipment has E"way, J"way or C"way matching can !e setup in the 5hipment 9etails Aone of the Enter PO form &character' Receipt re0uired #nspection re0uired 6atching 8es8esC"way 8es+o J"way +o +o E"way #n (4#, 5hipments !lock, alternative region, click on 6ore...this !rings up a region with

1#nvoice matching1 column where you can choose E"way, J"way or C"way match. 8ou can find more detailed information a!out matching in the Oracle Paya!les Reference 6anual &Bolume J' Topical Essay on #ntegrating your Paya!les and Purchasing #nformation.

'ow do &ou reflect discount fro% a supplier on a Purchase orders?


Answer The legal document is the Purchase order not the 0uote and therefore the purchase order should reflect agreed upon price. 5econdly if the discount comes after the PO then AP should handle it when invoicing. #f you are using a !lanket Purchase order then you can use price !reaks.

'ow do &ou change the created date on a Purchase Order?


Answer The 1,reated1 date on the Purchase order is not an updatea!le field, due to it !eing a legal document once approved.

What is the sorting order for re2uisition lines in autocreation of a Purchase Order?
Answer Re0uisition lines first meet search criteria determined !y "find" screen, and then are grouped together !y item and item category, then !y need"!y date. After you choose an action, enter any search criteria to narrow the selection of re0uisition lines. Oracle Purchasing chooses re0uisition lines from the re0uisition pool that meet your search criteria. All re0uisition lines for the same item and item category are grouped together, !ut they are not necessarily in order alpha!etically. :ithin each grouping of item and item category, re0uisition lines are ordered !y need"!y date.

What does the error 'APP-9::..; Oracle 'u%an Resources could not retrie(e a (alue for 7ser )&pe profile option' %ean?
Answer The profile 2R3 4ser Type needs 5et the profile option 12R3 4ser Type1 at the Responsi!ility level. to !e set.

Wh& are the action options for creating receipts different in 3n(entor& co%pared Purchasing?
#n the Enter Receipts &R,BR,ER,' form and using different responsi!ilities produces different values in the action re0uired field.The Purchasing Responsi!ility shows 9irect and 5tandard while the #nventory Responsi!ility shows -ust 9irect. :hy are the action options for creating receipts different in #nventory compared PurchasingM Answer 5et the Profile option R,B3 Allow routing override to 18E51 at the application level.

'ow do &ou purge -ancelled Re2uisitions?


Answer To purge any Purchase orders or Re0uisitions3

" assign the Paya!les Purge (4# responsi!ility to the user " have the user choose that responsi!ility " then choose Purge from the menu " under the ,ategory field do a )ist of Balues and pick 5imple Re0uisitions for cancelled re0uisitions The choices are listed.

Where does this infor%ation on the 2uic0pic0 co%e fro% and how can this infor%ation default in?
On the re0uisition form in the source details Aone, there is a field la!eled supplier item. :here does this information on the 0uickpick come from and how can this information default inM Answer The supplier item field on the re0uisition can !e populated !y using either the supplier item catalog or A5). Take an item from the supplier item catalog that has an associated supplier item, add it to the order pad and then add it to the re0uisition. After doing this go to the source details Aone. The supplier item is defaulted in for that item you choose from the catalog. +avigation3 ""; Purchasing ""; 5upplier #tem catalog

<ou are entering a re2uisition and are unable to find the header or line note fields# Was this replaced in !73 b& attach%ents?
Answer The attachments have replaced notes. The attachments are !etter !ecause at the header level, the re0uisition notes were not coming over to the Purchase Order whereas the attachment does come over to the Purchase Order.

'ow does the appro(er re ect a re2uisition?


:hen you select the +otifications form to review approvals and click on approve !utton for a Re0uisition waiting for approval, the 1Re-ect1 !o% is greyed out. 2ow does the approver re-ect a re0uisitionM Answer 8ou cannot re-ect Re0uisitions su!mitted to yourself. 8ou can only re-ect those from others.

What are standard =uotations used for?


Answer 5tandard 0uote is one that you can tie !ack to a PO. $or all three types of @uotations and R$@s &/id, 5tandard and ,atalog', you can define affectivity dates at the header level. $or 5tandard 0uotations and ,atalog, you can specify affectivity dates for individual price !reaks. 8ou can also define your own R$@ or 0uotation types using the 9ocument Types window A 5tandard 0uotation or R$@ includes price !reaks at different 0uantity levels.

When do &ou see the status of a Purchase order as Archi(ed?

Answer 8ou must approve or print a specific purchase order !efore you can see it in the history information.

Where are standard notes in !73?


Answer (o to 5etup ""; Attachments "";,reate attachment. (o to Purchase Order and attach the attachment to the Purchase Order. #n (4#, notes are replaced !y attachments.

3n Oracle Purchasing, where is the auto%atic nu%bering Purchase Order defined and %aintained?
Answer The 5etup ""; navigation OrganiAations path Purchasing for (4# Options, +um!ering alternate for Purchasing, ,haracter +um!ering

for

"";

is3 region is3 options

The navigation path O +avigate 5etup Purchasing Options

)here is a field for the organi>ation code# What is this code?


Answer This code is a short a!!reviation for the organiAation.

-an the original Purchase Order can be (iewed in an& wa& without resorting to $=", for a re(ised Purchase Order?
Answer The original version of a revised PO cannot !e viewed from the PO form or PO summary form. #nformation on the original PO can !e o!tained from the PO*2EA9ER5*AR,2#BE and PO*)#+E5*AR,2#BE ta!les using the PO*2EA9ER*#9 column as a common reference using 5@) only.

What happens if a purchase order is created with an ite% that does not e*ist on an& price list with pricing transaction entit& of PO?
#n <<.G.<F, Purchasing and Advanced Pricing can !e integrated. &To setup this integration, please refer to 6eta)ink Document 455778.1 @uestions a!out using Advanced Pricing in Purchase Orders and Re0uisitions.' Price lists can now !e created with pricing transaction entity of PO. :hat happens if a purchase order is created with an item which does not e%ist on any price list with pricing transaction entity of POM :ill the system return the error, Nitem; and N4O6; not found on any price listM Answer +o, the system will not return the error, Nitem; and N4O6; not found on any price list. $unctionality is if the item on the purchase order is not found on any price list with pricing transaction entity of PO, then the )ist Price " found on the 6aster #tems form, Purchasing ta! " will !e returned to the PO. Thus, the default for Price on purchase orders in <<.G.<F with the integration of Purchasing and Advanced Pricing will !e )ist Price if the item is not found on any price

lists

with

pricing

transaction

entity

of

PO.

This is documented in !ug GFLCDKL P4R,2A5#+( P A9BA+,E9 PR#,#+(3 #TE6 A+9 4O6 +OT O+ PR#,E )#5T B5 )#5T PR#,E.

Wh& there is no /ata +ound 3n /isco(erer Wor0boo0s When ?iews Are 7sed 3nstead Of '@AA""' )ables?
:hen views are used like PO*2EA9ER5 instead of PO*2EA9ER5*A)), data is not getting populated in the work!ook. That means 6OA, is not working. The glo!al temporary ta!le mo*glo!*org*access*tmp contains no data even when logged in 9iscoverer Plus <. ,reate a folder from a view where oracle synonyms are used like 1PO*2EA9ER51 E. )ogin 9iscoverer Plus with some Application 4ser. J. ,reate an work!ook with the same folder. C. :hen e%ecuted, the work!ook displays the message that no data to !e displayed. Answer3 Possi!le ,ause3 9ata is not passed to 9iscoverer or 5@)QPlus due to E"/usiness 5uite r<E 6ulti"OrganiAation ,ontrol Access &6OA,' not !eing set in the session. 5ince you are not logging into the application then you would have to set the 6ulti"Org conte%t like customer have to do when running a custom AP#. #n R<E you have to also set the 6ulti"Org conte%t. !egin fnd*glo!al.apps*initialiAe&Puser*id,Presponsi!ility*id,Presponsi!ility*application*id' mo*glo!al.init&1Pproduct*short*name1' end

PBWC: What is PBW-?


Oracle Purchasing Release<E.F speeds up daily purchasing tasks with and enhanced Professional /uyer1s :ork ,enter &P/:,'. /ased on we!"!ased user interface models, the :ork,enter is a central 1launch pad1 from which !uyers can efficiently perform their daily tasks3 " Biew and act upon re0uisition demand " ,reate and manage orders, contracts and agreements " Run negotiation events including Auctions R$%s &re0uires Oracle 5ourcing' " 6anage supplier information

What are the Re2uisition 6anage%ent C Profile Options?


PO3 9ocument /uilder 9efault 9ocument Type3 The document type that is defaulted into the document !uilder region.

Profile ?alue Add to PO +ew R$@

/escrip

Add to an e%isting Purchase Ord ,reate a new 5ourcing R$@

+ew Auction +ew PO

,reate a new 5ourcing Auction ,reate a new Purchase Order

PO3 9efault Re0uisition (rouping 3 The default for grouping re0uisition lines onto a 5ourcing R$@=Auction or PO.

Profile 9efault

?alue /esc

(roup re0uisition lines using the more re0uisition lines can !e as purchase order line.

Re0uisition

(roup re0uisition lines using re0 re0uisition line can !e associate line

What are the Purchase Orders C Profile Options ?


PO3 Auto Apply 9efault ,ontract Template 3 9efault ,ontract template in the PO. :hat are the $ollowing document Planned )ocal )ocal 5cheduled /PA @uotations R$@s documents types are /lanket ,ontract not not supported supported in in P/:,M P/:, 3 PO Agreement Agreement Releases Releases

Are Preferences supported in PBW-?


Preferences are not supported in P/:,

/oes Autocreate cop& descripti(e fle*field attributes fro% the re2uisition to the created docu%ent?
+o " if you have 9escriptive $le%fields &9$$' set up against the Re0uisition at 2eader, )ine and 9istri!ution level, after running Autocreate you will find that only the 9istri!ution 9$$ Attri!utes are copied across to the PO 9istri!ution. This is e%pected !ehaviour, !ecause the 9istri!ution is the first level at which a one"to" one relationship !etween the Re0uisition and Purchase Order data can !e guaranteed. &6ultiple Re0uisition 2eaders and )ines can !e summariAed into one PO 2eader and one PO )ine'.

Please !e aware also that the 9istri!ution 9$$ Attri!utes are simply copied from the Re0uisition to the PO " that is to say, the $le%field AP# code is not invoked. This means that if an Attri!ute on the Re0uisition side is empty !ut the corresponding Attri!ute on the PO side is defined as 16andatory1, after Autocreate the mandatory Attri!ute on the PO 9istri!ution will !e empty, !ut no error or warning will have !een reported.

/oes Autocreate cop& Dotes fro% the re2uisition to the docu%ent &ou are creating?
8es, +otes are copied from the re0uisition lines and the corresponding re0uisition header.

What are the colu%ns on which Autocreate co%bines %ultiple re2uisition lines into a single docu%ent line?
$or purchase order, Purchasing com!ines the 0uantities of all re0uisition lines that have the same item, item revision, line type, transaction reason, and unit of measure onto a single document line. $or R$@s, 0uantities of all re0uisition lines that have the same item, revision, and line type are com!ined.

What price beco%es the actual price in the case where %ultiple re2uisition lines with different prices are co%bined to a single PO line?
The lowest unit price from the com!ined re0uisition lines !ecomes the actual price of the purchase order line.

What are the colu%ns based on which $hipping infor%ation is co%bined b& Autocreate?
$or purchase orders and releases, Purchasing com!ines shipment information only if the re0uisition lines have the same need"!y date, ship"to location, organiAation, Accrual type &period"end or on"line' and shipment type .

/oes Autocreate add to an e*isting PO ship%ent that has been encu%bered?


Purchasing does not add to an e%isting purchase order shipment if that shipment has !een encum!ered even though all the grouping columns necessary to com!ine shipping information are there.

What can be done to open the created docu%ent directl& once Autocreate is done successfull&?
5et the profile option PO3 9isplay the autocreated 9ocument to 8es, Purchasing displays the Purchase Orders, Releases, or R$@ window, as appropriate, after creating your document lines.

-an re2uisition line with ite% nu%ber and without ite% nu%ber Eone ti%e ite%F be co%bined to single docu%ent line in Autocreate?
#f you want to com!ine two re0uisition lines for the same item, one with an item num!er and one without, you have to manually autocreate the document and use 6odify on the

Tools menu to add the predefined item to the re0uisition line for the one"time item. Note: You cannot use Modify with outside processing items or if you are using encumbrance or budgetary control.

-an &ou autocreate a release if the description of the re2uisition created in PO is different of the description of the Blan0et?
+o, #f we do not choose an item, that is if the re0uisition and !lanket are created with one time=e%pense items the autocreate process tries to match the descriptions as item id1s are null. The only differentiating factor in one time items &item id null' is the description.

'ow do &ou pre(ent Autocreate fro% seeing re2uisitions fro% another organi>ation?
Re0uisitions and Purchase Orders are not organiAation specific. #f you do not want to !e a!le to see or access re0uisitions across different organiAations, then you need to set up different operating units with different responsi!ilities tied to each one.

-an &ou autocreate fro% a 2uotation and tie the PO to the associated 2uotation and re2uisition?
8es, you can autocreate from a @uotation. +avigation3 <. ,reate and approve a re0uisition. E. (o to the Auto,reate 5creen, chose the re0uisition form the pool of approved re0uisitions. J. ,hange the 9ocument Type field to R$@ and click the automatic !utton. C. The R$@ is created and appears on the screen. G. Enter the re0uired fields on the R$@ &0uote affectivity', click on the 5upplier !utton and choose the list of suppliers. ,hange status to active and save. H. To enter the vendor responses a @uote must !e created. (o to the R$@ screen and 0uery up the R$@ you -ust created. ,lick 5pecial on the Tool !ar and choose ,opy 9ocument. This will create your 0uotation. D. (o to the @uotation screen and 0uery up the new 0uotation and enter the price !reak information. ,hange the description &if PO attri!ute is set to allow the description to !e changed'. L. Approve the 0uotation. K. Auto,reate the PO from the re0uisition. 9elete the description if the 0uote has a description different than the re0uisition ,lick on the catalog !utton " Receive message 8our can update only the price for the saved record. Open the ,atalog to select price only ,lick 8E5 <F. 5elect the 0uote. <<. 8ou will now have !oth the re0uisition and 0uote tied to the PO.

Where does the 'note to bu&er' show on an autocreated PO?

On the Auto,reate form, go to the $older menu and choose 5how $ield. 5elect +ote to /uyer and click OR. The field will now !e displayed. #f you would like this field to !e displayed every time you use autocreate, go to $older "; 5ave As... (ive the folder a name and check the Open as 9efault !o%.

/oes the supplier na%e fro% a re2uisition get carried o(er to an autocreated purchase order?
The standard functionality is that if the re0uisition has a the "suggested supplier name" field populated, it would carry over to the autocreated PO. The "suggested supplier name" field will only carry to the autocreated PO if it was selected from the list of values on the re0uisition. #f it is typed in manually, it will not carry over.

What causes the APP-,1:G: error when autocreating a re2uisition?


There are several things that must !e performed to address this issue3 Q Profile Option in 6RP must !e set as follows3 " 6RP3 5ourcing Rule ,ategory 5et value must !e set to Purchasing in the Purchasing application. Q Auto,reate /lanket PO " Revisions do not default for #tems when autocreating /lanket PO and the #tem Revision S must !e entered. " The #tem Revision num!er on the re0uisition must match the #tem Revision num!er on the PO. Q +avigate3 5etup "";OrganiAation "";$inancial Options and in the Alternate Region E+,46/RA+,E, verify if the RE@4#5#T#O+ E+,46/RA+,E check!o% is checked. Q #n the 5ys Admin Responsi!ility Profiles7; 0uery for the Profile Option PO3 A4TO,REATE () 9ATE. navigate to3

#f using the Encum!rance for Re0uisitions, then this Profile Option can !e set to either A4TO,REATE 9ATE or RE@4#5#T#O+ () 9ATE. #f not using Encum!rance, then you may set it to +4)). This will solve the pro!lem. The Profile Option PO3 A4TO,REATE () 9ATE is applica!le only if you are using Encum!rance for Re0uisitions.

'ow do &ou autocreate a re2uisition with a docu%ent t&pe as blan0et release when re2uisitions were i%ported fro% a 8rd part& s&ste%?
Ensure the line types selected for Re0uisitions are appropriate. 8ou need to have Re0uisition )ine types and PO )ine types correctly associated. Rerun the process and verify that the system does not error out. 5u!mit the re0uest for re0uisition import and use the Auto,reate window to create document with type as /lanket Release against the re0uisition. +avigation3 Purchasing "; Reports "; 5u!mit a re0uest for Re0uisition #mport Purchasing "; Auto,reate

'ow do &ou autocreate 6RP generated re2uisitions to a blan0et purchase order?


$irst initiate the Release Purchase Re0uisitions from the Planners :ork!ench. +avigation3 6aterial Planning "; 6RP "; :ork!ench 5econd, in the Purchasing Responsi!ility, Auto,reate the re0uisition to a /lanket PO. +avigation3 Auto,reate $or Autocreate to find these re0uisition lines from 6RP, the /lanket PO line type must !e set to (oods !ecause the 6RP Purchase Re0uisition is always created with a line type of (oods. The reason that 6RP uses the line type of (oods is !ecause (oods is seeded data and !ecause the 6RP Planner :ork!ench uses 6RPPRE)/.pls to insert a record into the PO*RE@4#5#T#O+*#+TER$A,E ta!le.

-an &ou autocreate %ore than one standard PO in one autocreate session?
8es, <. $ind the re0uisition lines to !e autocreated. E. ,hoose a line. J. Autocreate the purchases order using the automatic !utton. C. 9o not leave the re0uisition lines screen. G. ,hoose a different line. H. Try to autocreate another standard purchase order !y clicking the automatic !utton. D. The system gives the message3 app"<CFKF3 no re0uisition lines were autocreated.

)r& to autocreate, but the s&ste% hangs, how to cancel the re2uisition that are loc0ed?
,heck if there is a lock on the PO related ta!les.
5elect Process, $rom o!-ect*id, session*id, oracle*username, os*user*name, locked*mode sys.v*Tlocked*o!-ect

5elect a.o!-ect*name, $rom all*o!-ects a, :here a.o!-ect*id And a.o!-ect*name like 1poI1

!.oracle*username vTlocked*o!-ect ! 7 !.o!-ect*id

#f you have any records returned, you have a lock. To disa!le the lock, kill the session. Regenerating the form and !ouncing the data!ase will unlock all the o!-ects.

What is the pac0age or procedure that stores the autocreate process?


POU/:P</.pls " autocreate po package !ody. 9escription3 this package contains all the functions to create purchase orders, releases and rf01s from data stored in the po*headers*interface, po*lines*interface and po*distri!utions*interface ta!les. :hen a user selects a line to !e autocreated, it loads the a!ove interface ta!les. At that point the functions which are part of this package are called and move to create the re0 line into a release or purchase order.

What does the grouping %ethod '/efault' indicate in the autocreate for%?
:ith the grouping method 1default1 re0uisition lines for the same item, revision, line type, unit of measure, and transaction reason are com!ined into individual purchase order lines and re0uisition lines for the same item, revision, and line type are com!ined into individual rf0 lines. There are two new profiles added to control the re0uisition line grouping using autocreate. 3" PO3 4se +eed"!y 9ate for 9efault Autocreate grouping PO3 4se 5hip"To OrganiAation and )ocationfor 9efault Autocreate grouping Re0uisition lines with different need !y dates or ship to information will !e autocreated into two PO lines with one shipment each if the corresponding profile is set to 18es1 or if it is unset. #f the profile is set to 1+o1, Re0uisition lines with different need !y dates or ship to information will !e autocreated into a single line with multiple shipments and if there is any source document on the PO line the pricing will !e determined using the ship to and need !y information from the first shipment.

3 autocreated a PO with two lines# When 3 go to the purchase order entr& screen and 2uer& the PO, instead of showing the lines created, it onl& shows a new line with nu%ber 8# Wh&?
6ake sure #nventory organiAation field is populated in $inancial Options. Wh& is there no categor& displa&ed or list of (alues for the categor& field in the purchase order &ou are creating?

8ou must also create category codes for your items. Then create a ,ategory set for Purchasing controlled at the master level. Assign your items to a category code and the Purchasing category set you have created. ,onfirm that in 9efault ,ategory 5ets the Purchasing application points to the Purchasing ,ategory set. This will populate the category and description when the item num!er is selected at the PO line level.
3 ha(e enabled POA"3DE$ /++ with a conte*t field capitalAe*penseAflag as reference# 3 now recei(e APP-+D/-::HIH error in Enter =uotations for%#

This 9$$ is !ased on PO*)#+E5*A)) ta!le. The @uotation lines as well as the PO lines share this ta!le as the !ase, as well as share the same 9$$. $ield capital*e%pense*flag is not present in @uotations form. Therefore you may not use this field as the reference field for PO )ines 9$$. Other fields which you may not use include3 #nspection*Re0uired*$lag, #tem*,lass*)ookup*,ode, )ist*Price*Per*4nit, +egotiated*/y*Preparer*$lag, Reference*+um, Ta%a!le*$lag.
What is the difference between the agreed a%ount and the a%ount li%it fields while entering a contract purchase agree%ent and issues related to these fields? <. The agreed amount field at the header level is copied to the amount limit in the terms and conditions !lock. This is also the amount that is printed on the !lanket agreement and represents the contract amount !etween you and the vendor. E. The amount limit field will restrict the cumulative releases applied to this purchase agreement from e%ceeding the specified dollar amount entered here. The value of this field must !e e0ual to or greater than the agreed amount field. This column is used for release approval amount validation. #f the total cumulative releases e%ceed this amount approval will fail. The purpose of this field is to allow user to set a higher approval amount limit than the amount agreed. <ou are unable to (iew the PO fro% the 3n(oice 6atch window# 3t gi(es an error; APP-,1,..; DO RE-OR/$ 6EE) <O7R $EAR-' -R3)ER3A# This could happen if the document security setup of PO does not allow this user to access the PO. " 8ou need to ensure that user is set to /uyer in the Purchase Order, or " 8ou need to alter the setup &5ecurity )evel' to Pu!lic. What is the difference between POA"3DEA3/ and "3DEAD76 in the table POA"3DE$AA""? PO*)#+E*#9 is the uni0ue system generated line num!er invisi!le to the user. )#+E*+46 is the num!er of the line on the Purchase Order. What's the difference between the due date and close date on the R+=? Enter the 9ue 9ate when you want your suppliers to reply. Purchasing prints the reply due date on the R$@. Purchasing notifies you if the current date is !etween the R$@ reply due date and the close date and if the R$@ is Active. Purchasing knows that a supplier replied to an R$@ if you enter a 0uotation for this supplier referencing the R$@. Enter the ,lose 9ate for the R$@. Purchasing prints the close date on the R$@. Purchasing notifies you if the current date is !etween the R$@ reply due date and the close date and if the R$@ is Active. Purchasing warns you when you enter a 0uotation against this R$@ after the close date. When does a Purchase Order line get the closure status of '-losed for Recei(ing'? Purchasing automatically closes shipments for receiving and invoicing !ased on controls that you specify in the Purchasing Options window. Once all shipments for a given line are closed, Purchasing automatically closes the line.

When does a Purchase order get the status of '-losed'? :hen all lines for a given header are closed, Purchasing automatically closes the document. What is the use of list price and %ar0et price on Purchase Order? #f you have entered an item, Purchasing displays the list price for the item. 8ou can accept the default list price or change it. 8ou can use this field to help evaluate your !uyers. Purchasing uses the list price you enter here in the savings analysis reports. 5avings Analysis Report &/y /uyer' and 5avings Analysis Report &/y ,ategory'. #f you enter an item, Purchasing displays the market price for the item. 4se this field to help evaluate your !uyers. Purchasing uses the price you enter here in the savings analysis reports if you do not provide a value in the )ist Price field. What is the significance of the fields 'Allow Price o(erride' and 'Price li%it'? $or planned purchase orders and !lanket purchase agreements only, check Allow Price Override to indicate that the release price can !e greater than the price on the purchase agreement line. #f you allow a price override, the release price cannot e%ceed the Price )imit specified on the line. #f you do not allow a price override, the release price cannot e%ceed the 4nit Price. 8ou cannot enter this field if the line type is amount !ased. #f you allow price override, enter the Price )imit. This is the ma%imum price per item you allow for the item on this agreement line. What is the difference between the control actions 'On 'old' and '+ree>e' for a Purchase order? 8ou can place a Purchase order 1On hold1 only at the header level. This un"approves the purchases order while preventing printing, receiving, invoicing, and future approval until you remove the hold. 8ou can 1$reeAe1 only at the header and release level. 8ou freeAe a Purchase order when you want to prevent any future modifications to the Purchase order. :hen you freeAe a Purchase order, you can still receive and pay for goods you already ordered. What is the difference between the +ield '+ir%' in the ')er%s and -onditions' window and in the alternate region '%ore' in the PO ship%ents? The $ield 1$irm1 in the 1Terms and ,onditions1 indicates that the Purchase order is firm. $irm your purchase order when you want to indicate to 6aster 5cheduling=6RP or your manufacturing application that it should not reschedule this purchase order. The $ield 1$irm1 in the alternate region 1more1 in the PO shipments indicates that the Purchase order shipment is firm. $irm your purchase order shipment when you want to indicate to 6aster 5cheduling=6RP or your manufacturing application that it should not reschedule this purchase order shipment. 7nable to open the Purchase Orders for% due to error; <ou are not setup as an e%plo&ee# The error is referring to the /uyer form setup in the Purchasing module. The employee setup might state that they hold a /uyer position or -o!. 2owever, in order to access the Purchase Orders or Autocreate form you must define the employee in the /uyer form &5etup=Personnel=/uyers'. Also, ensure the employee name is defined in the employee1s login information &5ystem administrator=5ecurity=4ser=9efine'

Also ensure the following profile options at the site, application, responsi!ility and user level are set to the correct value3 2R3 2R3/usiness 6O3 Operating 4nit 5ecurity Profile (roup

'ow do 3 change the $upplier on a sa(ed or appro(ed PO? The system does not allow 5upplier update on a saved or approved PO. 8ou will need to cancel the PO and create a new PO with the correct 5upplier. 3 ha(e accidentall& cancelled a PO# 'ow can 3 uncancel? The 5ystem asks for your confirmation !efore canceling a PO. ,anceling is not a reversi!le process. 8ou cannot retrieve !ack a cancelled PO. -an 3 setup a different Purchase Order t&pe default for the PO for%? The Purchase Orders form always defaults a PO type of 15tandard Purchase Order1, and there is no setup, which can change this. Although the default value cannot !e changed, the user can overwrite the defaulted type once the Enter PO form is opened. )he 3te% is setup in the ite% %aster but is %issing fro% the ite% "ist of ?alues# 8ou should check the $inancial Options setup and ensure in the alternate region Aone 5upplier"Purchasing that you have in the #nventory Org the correct organiAation. The ma-ority of Oracle customers have this set to their #tem 6aster for the !est results. 5electing another organiAation limits items and related activity to that specific org. :ith the !road selection of item master the client will have greater functionality across multiple organiAations. 'ow do &ou change the unit price on a PO line once the line has been recei(ed or in(oiced? Oracle Purchasing will not allow unit price update on #nventory line items when the line is received or !illed !ecause accounting transactions have already taken place. The difference !etween the PO price and invoice price will !e recorded in the #nvoice Price Bariance Account, which will show up on the #nvoice Price Bariance report. #f you have mistakenly entered the incorrect price on the PO, then you can workaround this !y canceling or !acking out the invoice and processing a return on the receipt, which will allow unit price update. -an the original Purchase Order can be (iewed in an& wa&, for a re(ised Purchase Order? The original version of a revised PO cannot !e viewed from the PO form or PO summary form. #nformation on the original PO is stored in the PO*2EA9ER5*AR,2#BE and PO*)#+E5*AR,2#BE ta!les, and can !e o!tained through 5@), using the PO*2EA9ER*#9 column as a common reference. Where is the %aintained? auto%atic nu%bering for Purchase Orders defined and

#t is defined in Purchasing Options window. The 5etup=OrganiAations=Purchasing Options, +um!ering alternate region.

navigation

is3

Wh& is %& Purchase Order closing before a receipt is processed? ,heck the Receipt ,losed Tolerance and the 6atching setup. #f 6atching is set to e0ual E"way, the PO will close once the Purchase Order is approved. #f the line of the Purchase Order is received within the tolerance the line will close. -reate a Purchase Order# 3nput the 'eader and "ine infor%ation and find that the $hip%ents button at the botto% of the for% is gra&ed out# 5etup the Receiving Options to ena!le the 5hipment /utton in the Purchase Order form. +avigation3 5etup ""; OrganiAations ""; Receiving Options. Once set"up these options for your OrganiAation you will have the 5hipments !utton ena!led. Ensure that the Purchasing Options and $inancial Options are defined for your OrganiAation. Accessing the Purchase Order entr& screen and getting the error; APP-,1,1. !E)AW3D/OWAOR!A$OB :1: ORA-,1:8 Do /ata +ound# Attach the correct Operating 4nit to the responsi!ility /. 9efine Purchasing Options ,. 9efine $inancial Options. When 3 enter a new PO, the Preparer is alwa&s defaulted as the bu&er# Wh& a% 3 unable to change it? 4ncheck the check !o% 1Enforce /uyer +ame in the Purchasing Options. 5etup ";OrganiAation "; Purchasing Options &Alternative region 1,ontrol1' . Wh& is there no categor& displa&ed or list of (alues for the categor& field in the purchase order &ou are creating? 8ou must also create category codes for your items. Then create a ,ategory set for Purchasing controlled at the master level. Assign your items to a category code and the Purchasing category set you have created. ,onfirm that in 9efault ,ategory 5ets the Purchasing application points to the Purchasing ,ategory set. This will populate the category and description when the item num!er is selected at the PO line level. 3 ha(e enabled POA"3DE$ /++ with a conte*t field capitalAe*penseAflag as reference# 3 now recei(e APP-+D/-::HIH error in Enter =uotations for%# This 9$$ is !ased on PO*)#+E5*A)) ta!le. The @uotation lines as well as the PO lines share this ta!le as the !ase, as well as share the same 9$$. $ield capital*e%pense*flag is not present in @uotations form. Therefore you may not use this field as the reference field for PO )ines 9$$. Other fields which you may not use include3 #nspection*Re0uired*$lag, #tem*,lass*)ookup*,ode, )ist*Price*Per*4nit, +egotiated*/y*Preparer*$lag, Reference*+um, Ta%a!le*$lag. What are the different authori>ationAstatus can a re2uisition ha(e? Approved, ,ancelled, #n Process, #ncomplete, Pre"Approved, Re-ected, or Returned. -an an appro(ed re2uisition be (iewed in the Re2uisition for%?

+o, an approved re0uisition cannot !e viewed in the Re0uisition form. Approved or #n Process re0uisitions can only !e viewed in the Re0uisition 5ummary form. Only Re0uisitions, which have #ncomplete, Returned, and Re-ected status, can !e viewed from Enter Re0uisition form. -an an appro(ed re2uisition be re(ised? An approved re0uisition can !e revised using the ,hange Re0uisition process in iProcurement. Wh& is there no list of (alues for ite%s in the re2uisition for% after the& ha(e been defined in the ite% %aster? The list of values should !e availa!le. Please review 5upplier"Purchasing information for the $inancial Options to ensure the correct organiAation has !een selected for the #nventory Org. 5etup"; OrganiAations";$inancial Options";5upplier"Purchasing 3s the $upplier ite% field a (alidated field? +o, the supplier item field is not a validated field. #t is for reference only. 'ow can &ou ha(e specific Re2uestor defaulted on Re2uisition for%? #n order to have a specific re0uestor default onto the re0uisitions form, the user will have to set the following in the user will have to set the following in the user1s re0uisition preferences. +avigation3 =Purchasing "; Re0uisitions "; Re0uisitions (o to special ";preferences ,lick in the re0uestor field ,hoose a re0uestor from the list of values ,lick the 1apply1 !utton, a message 1 new preferences now in effect.1 ,lose the re0uisitions form Re"open the re0uisitions form ,lick in the lines region, the re0uestor from re0uisition preferences should appear in the re0uestor field. The re0uisition preferences are only valid while working on it , user needs to re enter re0uisition preferences each time he starts the applications. -an 3 change the ite% nu%ber in re2uisition lines after sa(ing the record? 4ser is not allowed to change the item num!er of a saved record in Oracle Purchasing Re0uisition $orm. #f user finds that the item entered !y him in a saved record is wrong then he has to delete that record and enter a new record for the re0uired item. 4ser is allowed to change the Type, 9escription, 4O6, @uantity, Price, +eed !y date in a saved record in the Enter Re0uisition form. Also he can change the item category if item num!er of the saved record in the Enter Re0uisition $orm is +4)). What all control actions 3 can perfor% on a re2uisition through /ocu%ent control window? ,ancel and $inally close. What is the authori>ationAstatus of a re2uisition after +inall& closing it? :hen we finally close the re0uisition from Re0uisition 5ummary form the authoriAation*status of the re0uisition does not change. #nstead it1s closed*code !ecomes 1$#+A))8 ,)O5E91. -an 3 cancel or finall& close an& re2uisition fro% /ocu%ent -ontrol Window?

+o. Purchasing lets you cancel or final close a re0uisition or re0uisition line !efore your manager approves it or !efore a !uyer places it on a purchase order. +o control actions can !e performed on an #ncomplete re0uisition. 8ou cannot $inally close a 1Pre" Approved1 Re0uisition. What happens if the re2uisition cancelled of finall& closed through /ocu%ent -ontrol Window and encu%brance is on? #f you are using encum!rance or !udgetary control, Purchasing automatically creates negative de!it encum!rance entries for the cancelled re0uisitions. :hen you final close a purchase order, Purchasing creates credit entries which reverse the encum!rances. 'ow can 3 confir% that %& re2uisition has sufficient funds? (o to &6' 5pecial";,heck for funds. 'ow to find out which sales orders are lin0ed to a Purchase Order? #n Re0uisition 5ummary form &6' 5pecial"; Biew Purchase Order. #n the 15pecial1 6enu itself you can see the option1 Biew 5ales Order1. What does the status Pre-Appro(ed %ean, and how does a docu%ent reach this status? The status of Pre"Approved is the outcome of a person forwarding a document for approval even though the forwarding person has the necessary authority to approve it. The document may have !een forwarded !y mistake or for !usiness reasons. #t is not possi!le to perform a receipt against a document with a status of Pre"Approved. When &ou tr& to '$a(e' a re2uisition, the following %essage appears; POAA""APO$)3D!ADA# This happens when you do not have a valid code com!ination for the accounts defaulting on the distri!ution account. Ensure that the account has a valid code com!ination. While forwarding re2uisition for appro(al, error APP-,1:9H; 7ser e*it po findAforward returned error# There is no $orward 6ethod specified in the setup. The $#+9*$OR:AR9 function cannot find any rules to determine the forward to person. +avigate to the 9ocument Types $orm &POU5T99T' in Purchasing Responsi!ility. 5etup "; Purchasing "; 9ocument Types. 5elect the document type of Re0uisition &#nternal or Purchase' and make sure that the field 1$orward 6ethod1 is not !lank. #f it is !lank, set it to either 2ierarchy or 9irect, then save. 7nable to enter Pro ect infor%ation on the /istribution line of a Re2uisition# 8ou cannot enter pro-ect information for inventory destinations &unless you have Pro-ect 6fg installed'. 5etting 9estination Type 7 E%pense will resolve the pro!lem. 8ou will then !e a!le to enter information in the remaining Pro-ect related fields. When a re2uisition is autocreated to a purchase order, supplier infor%ation is not populated in the purchase order header#

This happens when a re0uisition num!er is entered in the $ind Re0uisition )ines window and document is autocreated. /ut if you enter the re0uisition num!er and supplier details in the $ind Re0uisition )ines window and autocreated the document to purchase order. The purchase order now contains supplier details in the purchase order header. 5upplier information at the re0uisition level is actually a suggested 5upplier, and the !uyer has an option to decide which supplier to pick on the PO header. Also, if you try to Autocreate multiple re0uisitions with different 5uppliers Autocreate would not know which supplier to use. 2ence the vendor information cannot !e defaulted. This is the standard functionality of Oracle Applications. :orkarounds3 < " Enter the suggested supplier on the 1$ind Re0uisition )ines1 5earch ,riteria window and this is populated on PO header when autocreated. E " Enter the supplier information in the 15elect Purchase Order1 Aone. )he s&ste% does not allow &ou to change the Price and 4 or 2uantit& of an appro(ed Re2uisition line before Auto-reating a Purchase Order# :hen you are using Encum!rance Accounting, !y ena!ling the /udgetary ,ontrol flag for a set of !ooks, the system automatically creates encum!rances from Re0uisitions, Purchase Orders and other transactions originating from modules such as Purchasing P Paya!les. #n this case, the funds are checked at the Re0uisition )evel. 8ou cannot change the Price and @uantity once the re0uisition has !een approved. This is the 5tandard functionality of Oracle Applications. After Autocreating a Purchase Order, you can change the 0uantity and price. -annot find a /ocu%ent in the Dotifications for% which has been forwarded b& an inter%ediate Appro(er# 5everal things with Oracle :orkflow can cause documents to !e stuck 1in process1, however, this particular issue deals with duplicate data in your 2R system. 4sing your 5ysAdmin responsi!ility, navigate to 5ecurity"";4ser"";9efine and perform a 0uery on the Person field using the employee name of the approver you are trying to forward the document to. This should return a record for only < user. #f the employee is assigned to more than < user name, :orkflow will not know who to deliver the notification to and the document will hang with a status of 1in process1. <ou are allowed to update '/estination )&pe' fro% '3n(entor&' to 'E*pense' in the re2uisition for%# #f you setup destination type as "#nventory" in the item setup and in the Re0uisitions form if you change the destination type to "E%pense", then this will override the destination type setup in item setup. The 9estination type will carry over from the Re0uisition into the Purchase Order when autocreating. -lic0ing on the "O? to select an e%plo&ee to forward the docu%ent gi(es error;+R6-1,J8:; "ist Of ?alues contains no entries# 8ou 5@);select from where need to run the can*preparer*approve*flag, document*type*code 7 following s0l3 default*approval*path*id po*document*types*all 1RE@4#5#T#O+1

#f the results return a +4)) value for can*preparer*approve*flag then you need to

perform the following3 +avigation3 Purchasing "; 5etup "; Purchasing 9ocument Types. #n the document window type window use Re0uisition in the type field. Ena!le "Owner ,an Approve" check !o% save it disa!le it save it and ena!le it. This is to set the flag accordingly. +ow save the record. +ow when you enter a re0uisition and forward the re0uisition for approval you can have )OB in the forward field. )he re2uisition can be sa(ed without the need-b& date field being populated# )ine items that are put on re0uisitions must !e planned. #t is necessary that the items are planned in order for the need"!y date to !e enforced. 5tep"!y"step solution3 (4# " @uery the item in the #tem 6aster " ,hoose the (eneral Planning su!"region " 6ake the item planned ,har " +avigate " #tems " 4pdate " @uery item " #n #tem 9etails region choose select " 6ake the item planned 3n the Enter Purchase Order for% and in the Enter Re2uisitions for%, the "ist of ?alues in the 3te%s field is not retrie(ing so%e of the ite%s# #n the Enter Purchase Order form and the Enter Re0uisitions forms, the )ist of Balues &)OB' in the #tems field is not !ased on what organiAation your purchasing responsi!ility is pointing to. #nstead, it is !ased on the #nventory OrganiAation entered in the $inancial Options form under 5upplier " Purchasing. #n the Enter Purchase Order form and the Enter Re0uisitions forms, the )ist of Balues &)OB' in the #tems field is not !ased on what organiAation your purchasing responsi!ility is pointing to. #nstead, it is !ased on the #nventory OrganiAation entered in the $inancial Options form under 5upplier " Purchasing. ,hanging the #nventory OrganiAation defined in the $inancial Options to the #tem 6aster organiAations will permit you to select those items. )he ite%s with destination t&pe as 3n(entor& ha(e the destination t&pe as E*pense defaulting in the Enter Re2uisitions for%# The defaults do not come in for a re0uisition, if the inv*organiAation*id column is !lank in 2R*)O,AT#O+5 ta!le and does not get populated. The inv*organiAation*id is linked to location and this in turn is linked to employee and which e%plains why when you enter the item in re0uisition form the organiAation and 5hip"To )ocation field were not get populated and therefore the destination type was not coming as inventory. 8ou have to populate inv*organiAation*id in 2R*locations ta!le which will resolve the pro!lem. What is -enter-"ed Procure%ent? ,enter")ed or ,entraliAed Procurement is new functionality delivered in <<.G.<F or 5upply ,hain $amily Pack .. #n <<.G.K or Procurement $amily Pack #, !uyers are a!le to leverage /lanket Purchase Agreement prices across operating units !ut Purchase Order creation is only possi!le in the operating unit where demand originated.This new functionality allows procurement operations to !e run and maintained from a single location sometimes referred to as a 5hared 5ervice ,enter. Purchase Order creation can !e performed in one central operating unit and then received !y another operating unit where the re0uisition was raised. #n <<.G.<F=R<E, (lo!al Agreements can !e either /lanket Purchase Agreements or ,ontract Purchase Agreements with a supplier that can shared !etween operating units.

These documents can then !e used for automatic sourcing of re0uisition demand from any ena!led !usiness units. As Receipting occurs in different operating unit to the Purchase Order, transactions such as receipts, invoice matches or payments automatically initiate the appropriate cost transfer or inter"company invoicing accounting transactions !ased on the rules defined in the financial relationship !etween the Procuring and Re0uesting operating units. What are the setups steps re2uired for -enter-"ed Procure%ent? The following setups are re0uired3 &i' #n Oracle #nventory, define transaction flows. Transaction flows define the procurement relationship !etween different operating units. 5ee 1Transaction 5etup1 in the Oracle #nventory 4ser (uide. &ii' 5et 2R3 ,ross /usiness (roups profile to 8es. &iii' 9efine a supplier site for the supplier in !oth Re0uesting and Procuring Operating 4nits. &iv' ,reate an approved (lo!al Agreement in the Procuring or +egotiating Operating 4nit.

,reate a !lanket purchase agreement or contract purchase agreement with (lo!al checked. Ena!le the Re0uesting organiAations that can reference the glo!al agreement &Tools ; Ena!le OrganiAations'. $or each re0uesting organiAation, specify the Purchasing OrganiAation and the supplier site for the supplier. &v' ,reate 5ourcing rules, sourcing rule assignment set entries and A5) entries manually, or alternatively perform automatically at at Purchase order su!mit form. &vi' ,reate a Re0uisition against your glo!al agreement in any organiAation that is ena!led. What are the $upported setups for -enter-"ed Procure%ent? ,ross"Operating 4nit Procuring is +OT supported when3

#nter",ompany Transaction $low are not defined or valid Encum!rance is 1O+1 in either Re0uesting or Purchasing Operating 4nits. Pro-ect=Task is specified with e%pense destination. Re0uisition line is B6# ena!led &see Oracle #nventory 4ser (uide'. Re0uisition shipment has a consigned relationship &see Oracle #nventory 4ser (uide'. 9estination inventory organiAation is OP6 ena!led &5ee Oracle Process 6anufacturing 4ser (uide' #tem is not defined in the re0uesting or purchasing operating unit, destination inventory organiAation, or logical inventory organiAation &as defined in Transaction $low' #tems must have attri!utes as documented as per #ntercompany #nvoicing 5etup section in #nventory 4ser (uide & ie inventory item ena!led, stocka!le, transacta!le, cost ena!led, etc' $or 5ervice )ine Types, if 2R3 ,ross /usiness (roups profile 7 +o then the Re0uesting and the Purchasing Operating OrganiAations must !e in the same !usiness group.

3s there an& additional setup re2uired for iProcure%ent? +o. iProcurement uses Purchasing setups to correctly source re0uisitions raised. /ulkloaded catalog items in iProcurement can leverage ,enter")ed functionality when suppliers are associated with (lo!al ,ontract 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 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 to Note 124695.1 for 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 appro"a# yet?

enerate the notifications for the documents that need to !e started up in

You can run the Send Notifications For Purchasing Documents program to search for documents that are incomplete, rejected, or in need of re-approval and send

notifications to the appropriate people informing 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?

When the Send Notifications For Purchasing Documents program is run, notifications are generated regarding the following situations: - POs and requisitions are Incomplete, Rejected or may require re-approval. - POs and Releases require acceptance and acceptance is not yet received. "Acceptance past due" notifications is sent if the acceptance required date is over and no acceptance is entered by this date. - RFQ's and Quotations are in status of In Process. - Active RFQ approaching expiration i.e. current date is between Due Date and Close Date. - Active Quotation approaching expiration.

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 pro ram enerates *Acceptance past 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 pro ram 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 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.

Where does Recei(ing Account infor%ation get deri(ed fro%? There are E new fields3 9estination ,harge Account and 9estination Bariance Account, in the Purchase Order and Purchase Order 5ummary forms at 9istri!ution level. These E accounts are derived !y the PO Account (enerator :orkflow, they correspond to accounts valid to the Receiving OrganiAation &Re0uesting OrganiAation'. #nter"company invoice transactions will occur automatically after receipt and deliver. 3s it possible to %anuall& Autocreate Re2uisitions using the Autocreate +or%? 8es. Re0uisitions that are availa!le for Autocreation are viewa!le only in a responsi!ility tied to the operating unit where Re0uisition is created. 8ou can select to manually autocreate and choose the (lo!al /lanket Purchase Agreement&/PA' to autocreate against. The Purchasing Org &where Purchase Order will !e created' can !e selected however this will depend on 5upplier 5ite on Re0uisition and Ena!led OrganiAations on the /PA. Wh& is the Purchasing Organi>ation "O? in Autocreate +or% showing no (alues? Encum!rance is ena!led in the current operating unit &Re0uesting OrganiAation'. Encum!rance must !e disa!led for ,enter")ed Procurement. & +ote this is also true for Release <E'

=# /o we need to perfor% additional setups in 6OA- after upgrade to R,. to retain the %ulti-org setups that e*isted prior to the upgrade? A; #f you do not wish to implement the features provided in R<E !y 6OA,, there are no additional setups re0uired. 6O3Operating 4nit is preserved through the upgrade, so if it was set in a previous release, it will still !e set in R<E. =# /o we need to perfor% additional setups in 6OA- after upgrade to R,. to retain the single-org setups that e*isted prior to upgrade? A; 6ulti"org is re0uired for Release <E. 8ou will !e re0uired to ena!le multi" org to upgrade to Release <E. This does not mean you will need to create multiple operating units. 8ou must ena!le multi"org and define at least one operating unit. Once you ena!le multi"org, Operating 4nit #9 &org*id' will !e populated in all the relevant ta!les. =8# 3f 6O; $ecurit& Profile is configured, does the user also need to set 6O; Operating 7nit, or is it optional? 3f both are set then what would be the i%plication? A; 6O3 5ecurity Profile takes precedence over 6O3Operating 4nit. 5o, if you

set 6O35ecurity Profile, that is what will !e used. #f 6O35ecurity Profile is not set, then 6O3Operating 4nit will !e used. =# )he securit& profile was %odified, wh& did the user's access not change per the %odification? A; This could happen if value of 6O35ecurity Profile references another security profile and=or 15ecurity )ist 6aintenance1 concurrent program was not run after modifying the security profile. Also, 2R3 5ecurity Profile takes precedence over 6O35ecurity Profile. #f the organiAation included in the security profile is a operating unit as well as a !usiness group, kindly un" check the option 1E%clude /usiness (roup1 from the security profile. =# When atte%pting to na(igate to for%4page, the application shows the error '&ou do not ha(e access pri(ilege to an& operating unit' e(en though &ou had set the users securit& profile# A; Error is !ecause the security profile has not !een set correctly for the user. Please verify the following again. <. 6O35ecurity Profile assigned to the user1s responsi!ility E. Operating units have !een assigned to the security profile J. 15ecurity )ist 6aintenance1 concurrent program has run successfully. =H# /oes 6OA- enable users to create purchase orders in another operating unit si%pl& b& choosing an operating unit while 2uer&ing the Auto-reate for%, and choosing a re2uisition fro% another operating unit, without ha(ing defined a transaction flow between the procuring organi>ation and the recei(ing organi>ation? A; #t is mandatory to define a transaction flow !etween the procuring organiAation and the receiving organiAation !efore using this feature. =# 'ow is Recei(ing supported across %ultiple operating units in Release ,.? A;:hen the Receipts form is opened, the list of values &)OB' will !e displayed of the inventory organiAations which are availa!le to the user through the security profile. Receiving forms unlike other transaction entry forms in Oracle Purchasing, does not make it mandatory for the user to choose an operating unit even after selecting the inventory organiAation to receive the shipment. 4ser will still !e allowed to change to an operating unit which may not necessarily include the inventory organiAation chosen initially. $or eg. if 6< is an inventory organiAation which is not included in an operating unit 1Bision ,ommunications &45A'1, and if 6< is chosen initially as the receiving inventory organiAation, user is still allowed to select the operating unit conte%t as Bision ,ommunications &45A'. This is an intended feature in Release <E. =# Wh& is it that the Recei(ing )ransaction Processor, unli0e other Purchasing concurrent re2uests, enforces operating unit as a

%andator&

para%eter

in

Release

,.?

A;The Receiving Transaction Processor is a multi"org concurrent program. A single receipt can !e created for shipment lines destined for the same ship" to organiAation and !elonging to different operating units. A purchase order, for e%ample, is from a single operating unit. =# 3f a transaction is entered b& %ista0e in an incorrect operating unit (the securit& profile of the user allows transaction entr& in %ultiple operating units), what should be the ne*t step? A;Please cancel=delete=reverse the transaction. This is a user error. 5ystem is !ehaving as intended. # Wh& are so%e custo%i>ations not wor0ing after upgrading to Release ,.? A; The Birtual Private 9ata!ase &BP9' feature has replaced ,)#E+T*#+$O &Org ,onte%t' function in multi"org Architecture. All calls made to Org ,onte%t function will no longer work in R<E. Please refer to the Note.374398.1 and Note.396750.1 for additional R<E resources and custom code migration. This may not address all your re0uirements for writing custom code for 6OA, or BP9. Please also review the pu!lic AP#1s &starting key words mo*glo!al' availa!le in Oracle Integration Repository for additional information.
What does the status )re-Appro"ed mean. and how does a document reach this status?

A3 The status of Pre"Approved is the outcome of a person forwarding a document for approval even though the forwarding person has the necessary authority to approve it. The document may have !een forwarded !y mistake or for !usiness reasons. #t is not possi!le to perform a receipt against a document with a status of Pre"Approved. The approver to whom the document was forwarded must first approve it. Also Pre"Approved status can !e achieved when using Encum!rance accounting and the document is authoriAed for approval !ut funds have not yet !een reserved for it. Even if someone with sufficient approval authority approves the document, its status will still !e Pre"Approved if funds were not a!le to !e reserved at the time of approval. Once funds are reserved for the approved document, the document status changes to Approved. Another cause for Pre"Approved status is !y importing 1Approved1 re0uisitions with encum!rance on. The re0uisition import process will force status to 1Pre"Approved1, re0uiring user to take the reserve action.
What is the difference !etween ,/R012 and H/0RAR1H3 forwardin methods?

A3 The document forwarding method is selected in the 9ocument Types form3 Responsi!ility3 Purchasing 5uper 4ser

+avigation3 5etup "; Purchasing "; 9ocument Types The two choices for the document forwarding method are 9irect and 2ierarchy !oth options are always availa!le regardless of whether Position 2ierarchies &positions' or Employee"5upervisor Relationships &-o!s' are !eing used. A. 9irect $orwarding 6ethod 3 4sing this forwarding method, at the time which a document is su!mitted for approval, validation will occur up the approval chain until an approver is located that has the a!ility to approve the document in 0uestion. " #f Position 2ierarchies are !eing used, then the validation will occur against positions listed in the position hierarchy specified in the document approval window. Once a position that has approval authority has !een located, the system will locate the employee assigned to this position and designate him as the $orward"To. The selection of the employee is !ased on alpha!etical conte%t. " #f Employee=5upervisor Relationships are !eing used, then validation will occur against, first, the supervisor1s -o! of the employee su!mitting the document for approval then, if that supervisor does not have authority, the system will look to the supervisor1s supervisor. The validation process will continue up this employee=supervisor chain until an approver with the proper authority is located. /. 2ierarchy $orwarding 6ethod 4sing this forwarding method, validation is not performed to locate the ne%t possi!le approver with sufficient authority the documents will simply route to each person in the approval chain. The document, once su!mitted for approval, will move to either the person assigned to the ne%t position in the position hierarchy if positions are !eing used, or the employee1s supervisor if employee=supervisor relationships are !eing used. The key difference !etween the two options is that 9irect forwarding will move the document to the first person with authority to approve, whereas 2ierarchy will simply move the document to the 0ueue of the ne%t employee in the approval chain, whether that person has the approval authority or not. $or more detailed information on topic refer to the Purchasing 5etup of Approval 2ierarchies Trou!leshooting Note:134947.1.
What is the si nificance of the ,ocument 2ota# and Account Ran e types on the Appro"a# 4roups form?

A3 The 9ocument Total type sets the ma%imum limit for any approval actions taken !y the user whom the approval group applies to. #f multiple 9ocument Totals are specified, the restriction will !e to the 9ocument Total, which is the lowest. The Account Range also allows for a document total which is then tied to a specific range of accounts listed on the same line. #t is possi!le to have different account ranges with different amount )imits. This allows the same user to have a different dollar=account limit. #t is mandatory to have an

account range specified in each approval group defined. /y default, if there is not an account range defined, all accounts will then !e e%cluded from the document approval process, which means that the documents will not have an a!ility to !ecome approved. +ote3 :ithin the account ranges called out in the Approval (roups form the format and num!er of places within a segment must match the charge account segment structure. $or e%ample, the segment "FFFF" is not going to match segment "FFFFF" as the num!er of places are not e0ual.
What is the si nificance of usin 5o!s or positions. and what effect wi## choosin one or the other ha"e on the document appro"a# routin ?

A3 The choice of whether or not -o!s or positions are going to !e used is made at the operating unit level within the $inancial Options form. Responsi!ility3 Purchasing 5uper 4ser 3 +avigation3 5etup "; OrganiAations "; $inancial Options select the 2uman Resources alternate region #f the option 4se Approval 2ierarchies is checked, then positions and position hierarchies are going to !e utiliAed for the operating unit in 0uestion if left unchecked, employee=supervisor relationships will !e used for the approval hierarchy routing path. +ote3 #f positions are !eing used, then position hierarchies will need to !e created as they are going to !e the roadmap for document approvals. #f -o!s are !eing used, then the employee=supervisor relationship will serve as the roadmap.
What is the difference !etween archi"in on Appro"e "ersus )rint?

A3 The archiving method determines at which point revision data will !e written to the document archive ta!les. Archive on Approve designates an update to the Purchasing archive ta!les at the time of document approval each time a revision is made to a document and the document enters a Re0uires Re"approval state, the new revision information will !e archived at the time the document is approved again. Archive on Print designates an update to the document archive ta!les at the time the purchase order is printed. The following graph illustrates the difference !etween the two settings. The Archive Rev columns denote the highest revision of the purchase order currently residing in the purchase order archive ta!les. The ,urrent Rev columns denote the current revision level of the purchase order, as seen in the header region of the Purchase Orders form. Step # Action Archive on Approve Archive Revision Archive on Approve Current Revision Archive

Archive Re

1 2 3 4 5 6 ! " 10 11 12

Create purchase order Change controlled information Approve Purchase order Change controlled information Approve Purchase order Print Purchase order Change controlled information Approve Purchase order Print Purchase order Change controlled information Print Purchase order Approve Purchase order

None None 0 0 1 1 1 2 2 2 2 3

0 0 0 1 1 1 2 2 2 3 3 3

None None None None None 0 0 0 1 1 2 2

/n Re#ease 11.6 and hi her. e"ery time attemptin status of 7/ncomp#ete7 - why?

to appro"e a document it remains in the

A3 5ometimes, a document may still have a status of #ncomplete after an attempt to approve the document has !een made this indicates a failure in the validation of the approval authority for the document creator, along with the ina!ility to locate an employee with the proper authority to forward the document. 5ee Trou!leshooting Purchasing 9ocument $or #ncomplete Approval 5tatus Note:295153.1 .
How is it possi!#e to appro"e a !#anket re#ease when the !#anket purchase a reement is showin that the fu## amount has a#ready !een re#eased?

A3 The validation of a release dollar amount is not against the amount agreed on the header of the !lanket purchase agreement instead, it validates against the Amount )imit specified in the Terms and ,onditions window of the Purchase Orders form. #f this field is left !lank, then the release can !e for any amount. Therefore, it is imperative that the Amount )imit field !e populated with the same dollar amount as the Amount Agreed field in the header region of the Purchase Orders form, depending on the !usiness needs. #t should also !e noted that Release <<i also has introduced an Amount )imit field that can !e defined at the line level of the !lanket agreement.

/ am de#e atin 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?

A3 5ince he has !een 1delegated1 the approval authority from you, his approval actions would !e ad-udged as if you were taking those actions on this document. 2owever, the document would remain inaccessi!le to him. This is !ecause !y 19elegating1, you are only allowing him to act on approval decisions on your !ehalf, rather than also delegating 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?

A3 #n Oracle Applications <<.G.<F Procurement has integrated with another Oracle Product called Approvals 6anagement Engine &A6E' that can !e used for Re0uisition Approvals. The functionality is availa!le only when using Employee 5upervisor method for routing documents and is only availa!le for Purchasing Re0uisitions at this time and only for applications release <<.G.<F. A6E is a conditional and rules !ased system, where you define the rules and conditions on how a document approval routes to the ne%t supervisor. $or more information on A6E and Oracle Procurement please refer to the following 6etalink +otes and 9ocumentation3 <<.G.<F $A@ for Approvals 6anagement &A6E' #ntegration $or iProcurement and Purchasing Note:293315.1
/ ha"e heard of )80RR8R for impro"ed error hand#in . What is this feature?

A3 #ntroduced in <<.G.H POERROR setup can !e used for improved document error handling. This feature automatically resu!mits documents stuck in the status of 1in"process1 and failing !ecause of 9ocument 6anagement failures. The failures include 9oc 6gr Error < &9ocument Approval 6anager Timeout' or 9oc 6gr Error E &9ocument Approval 6anager +ot Active'. This does not handle 9oc 6gr Error J failures &E%ception in the 9ocument Approval 6anager code'. 5ee Oracle Purchasing POERROR :orkflow 5etup and 4sage (uide :hite Paper Note:224028.1.
/s it possi!#e to define position hierarchies. which span across mu#tip#e operatin units?

A3 +ot !efore <<.G.K and also only for employee=supervisor !ased approval routing, position hierarchy !ased document approvals cannot go across operating units. 5ee Position 2ierarchy3 Approvals 5pan Across 6ultiple Operating 4nits Note:280012.1 for more details.

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

A3 The validation of a release dollar amount is not against the amount agreed on the header of the !lanket purchase agreement instead, it validates against the Amount )imit specified in the Terms and ,onditions window of the Purchase Orders form. #f this field is left !lank, then the release can !e for any amount. Therefore, it is imperative that the Amount )imit field !e populated with the same dollar amount as the Amount Agreed field in the header region of the Purchase Orders form, depending on the !usiness needs. #t should also !e noted that Release <<i also has introduced an Amount )imit field that can !e defined at the line level of the !lanket agreement.
What is #o!a# super"isor and how can / uti#i;e that for appro"a#s across !usiness roups?

A3 This feature allows the user to forward a document &PO or Re0' to a supervisor in a different !usiness group than the user. This is ena!led when the profile 12R3,ross /usiness (roups1 is set to yes. The action history will also show the details including the name of the person from the different !usiness group. This functionality is availa!le on Procurement $amily Pack $ &<<i.PR,*$P.$' and a!ove. $or more information please refer to3 Purchase Re0uisition Approval Across /usiness (roups " Note 291046.1.
/ ha"e end-dated a position !ut sti## ha"e the emp#oyees assi ned to this position. 2hese emp#oyees continue to !e a!#e to appro"e the )8s as !efore. Why?

A3 They would continue to !e a!le to approve as long as they have valid assignments. :hen you are altering your organiAation structure !y e%piring a position, you 645T also make alternatives for the open assignments on this position. This should !e a part of your organiAation structure migration process. Once you have migrated completely to the new Position 5tructure, including the proper employee"position assignments, run the $ill Employee 2ierarchy program. This would affect the PO Approval accordingly.
What type of document attachments can !e emai#ed with )urchase 8rders to (upp#iers?

A3 #n <<i<F and !elow only +otes to suppliers and )ong=5hort Te%t Attachments could !e sent to the 5uppliers. +ow in Release <E &R<E' and higher files such as &6s:ord, 9rawing etc.' as well as 4R)s can !e sent.
,oes Appro"a#s 9ana ement 0n ine <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?

A3 /eginning in R<E A6E supports parallel approvers for re0uisition approval.