You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Restrict PO Automation to only based on agreements

Received Response
32
Views
1
Comments
edited Jul 11, 2020 11:49PM in Self Service Procurement 1 comment

Summary

How to restrict automatic PO creation for requisitions based only on Agreement

Content

We have users creating requisitions, using the Advanced Procurement Requester role, and check the 'Negotiated' and enter the 'Suggested Buyer' fields. The system generates a Purchase Order automatically and approves it too.

Is there a way to restrict this behavior to only when the users have a Contract Purchase Agreement that is enabled for 'Automatic Sourcing' and set to 'Automatically Generate Orders and Submit for Approvals'.  We do not want the users to be able to generate PO's automatically unless a CPA is associated with the requisition. I do realize that despite the CPA being enabled for Automatic Sourcing and Generate Purchasing Documents with approval submission; we still will have to provide a buyer information either on the requisition line, or buyer assignment rules; as well as check the 'Negotiated' box.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!