14 Replies Latest reply on Nov 19, 2010 8:19 PM by Sandeep Gandhi, Consultant

    Issue in PO Approval in i procurement

    797402
      Hello Friends

      I have i procurement implemented at my client site and as soon as requisition is approved , PO gets generated and approved.

      In one of the scenarios , though PO has been generated it not showing as approved. The user is saying that he does not have the option to approve it.

      I am new to this area , can someone help me how to debug this issue , what could be the approach?

      Thanks.

      Regards,
      Amit
        • 1. Re: Issue in PO Approval in i procurement
          Sandeep Gandhi, Consultant
          It is possible that the po has been created and waiting for approval with someone else.
          Check the workflow status of the PO (Po summary > tools)
          Also check po history (po summary > inquire > view action history)
          Or use workflow administrator to find the notification

          This will tell you who has the notification for approval.

          OR

          The sourcing rule / ASL may not have been setup properly. That is why no PO was created. Go to purchasing > autocreate, clear buyer name and enter the req.# . If it comes up, it means you have to convert it to PO.

          OR
          The req. is not approved. Go to req summary screen to find the status of the req.

          Hope this answers your question
          Sandeep Gandhi
          Omkar Technologies Inc.
          Independent Techno-functional Consultant
          513-325-9026
          • 2. Re: Issue in PO Approval in i procurement
            797402
            Thanks Sandeep.

            I do not have much access to front end.

            I have checked from the back end and found that requisition is approved and PO has been created.

            But the columns wf_item_type and wf_item_key are not populated in po_headers_all table for that PO so the PO approval workflow is not initiated.

            How to debug now.. thanks for all help.

            Regards,
            Amit
            • 3. Re: Issue in PO Approval in i procurement
              Karthik Gopaluni
              Ok, then what is the PO approval Status? You can see with this query.

              SELECT
              po_header_id,
              authorization_status,
              change_requested_by,
              wf_item_type,
              wf_item_key
              FROM
              po_headers_all
              WHERE segment1 = :P

              Karthik.
              • 4. Re: Issue in PO Approval in i procurement
                Sandeep Gandhi, Consultant
                The fact that "wf_item_type and wf_item_key are not populated in po_headers_all table " is not a problem.
                The po could have got created /approved without going thru' the full blown approval process.

                Hope this answers your question,
                Sandeep Gandhi
                1 person found this helpful
                • 5. Re: Issue in PO Approval in i procurement
                  S.PDASH
                  Hi,
                  You need to check the Attributes of Workflow File: poxwfatc.wft.. We believe Automatic Creation Allowed, Automatic Approval Allowed etc. attributes of poxwfatc.wft is set to "Y".. You need to reset it to NO if you don't want an automatic creation of PO in approved status once a requisition is approved in I-Proc.

                  Step-1: Is Automatic Creation Allowed?
                  =====
                  AUTOCREATE_DOC Indicator (Y for Yes or N for No) of whether this workflow is initiated for all approved requisition lines.

                  Default value: N

                  Query :
                  select rtrim(w.name) name,
                  w.text_default Value,
                  rtrim(w.item_type) item_type,
                  ‘Is Automatic Creation Allowed? ' Attribute
                  from wf_item_attributes w
                  where w.NAME = ‘ AUTOCREATE_DOC '


                  Step-2: Is Automatic Approval Allowed?
                  =====
                  AUTO_APPROVE_DOC Indicator of whether the purchase order approval workflow is initiated automatically after this workflow.

                  Default value: N

                  Query:
                  select rtrim(w.name) name,
                  w.text_default Value,
                  rtrim(w.item_type) item_type,
                  'Is Automatic Approval Allowed?' Attribute
                  from wf_item_attributes w
                  where w.NAME = ‘ AUTO_APPROVE_DOC '

                  Hope this will help

                  /S.P DASH
                  1 person found this helpful
                  • 6. Re: Issue in PO Approval in i procurement
                    797402
                    Thanks everyone for your support.

                    I have found the error cause - The workflow is not able to find the source document (e.g. Blanket agreement) attached with the I proc requisition and therefore not able to create PO.

                    Now i have a new problem.

                    While creating requisition in I proc 11i , i am not able to locate the source document field. How to attach the source document if it is not attached to the requisition already.

                    Thanks a lot for your continued support.

                    Regards,
                    Amit
                    • 7. Re: Issue in PO Approval in i procurement
                      Karthik Gopaluni
                      In that case you can use the 2nd solution mentioned by Sandeep.
                      i.e. use Auto create and link the related doc

                      Karthik.
                      • 8. Re: Issue in PO Approval in i procurement
                        797402
                        Hi Karthik,

                        The user has already autocreated the PO but its status is showing as ' Incomplete' on the screen and it is blank in the table.

                        User does not have the option to approve the PO. The user is saying that the button is disabled. The user has stuck here.

                        Any solution?

                        Thanks buddy for help.

                        Regards,
                        Amit
                        • 9. Re: Issue in PO Approval in i procurement
                          Karthik Gopaluni
                          Go to the following screen

                          Purchasing Super User>> Setup>>Purchasing>>Document Types

                          and look for the this PO document Sub Type (Standard) and select Attributes as

                          Owner Can Approve YES (if you know that Owner has authority to approve )

                          Approval Work Flow: PO Approval

                          Workflow Startup Process: PO Approval Top Process

                          Document Type: Standard Purchase Order Stylesheet

                          See if that helps.

                          Karthik
                          1 person found this helpful
                          • 10. Re: Issue in PO Approval in i procurement
                            797402
                            Thanks Karthik. I will check on that.

                            Friends ,

                            One more issue is left.

                            As i have mentioned that the issue is beacuse of no source document attached to the I proc Non Catalog requisition.

                            While making the requisitions i am not able to find the screen where i can see the attached source document.

                            Can anyone help me on that. I am using I procurement 11i.

                            Thanks All.

                            Regards,
                            Amit
                            • 11. Re: Issue in PO Approval in i procurement
                              S.PDASH
                              Hi Amit,
                              We believe you can see the attachment button of a non-catalog requisition during checkout Process, at a bottom row of a page and at right hand side corner (a green Plus sign) at step-2 or 3 of checkout Process. Please have a look..

                              /S.P DASH
                              • 12. Re: Issue in PO Approval in i procurement
                                Remigious
                                Hi Amit,

                                I believe this problem occurs as the PO is incomplete

                                -As you said the PO Approve button is disabled then definitely something in PO is missing

                                -Check whether all the PO details are given and check if its correct

                                -The other thing is open the PO and click the DFF where some DFF may require some fields to be answered which is mandatory . for example

                                Source co --NONE
                                Is this award set on competition (set per business) -- Yes

                                Hope this will resolve the issue

                                Regards
                                Remi
                                • 13. Re: Issue in PO Approval in i procurement
                                  816767
                                  How do you deal with your RFP process --- http://goo.gl/42s4j
                                  let me know what you think please. Your insights will help me immensely
                                  • 14. Re: Issue in PO Approval in i procurement
                                    Sandeep Gandhi, Consultant
                                    Please start a new thread for new questions.