9 Replies Latest reply on Jan 3, 2011 11:57 PM by Sandeep Gandhi, Consultant

    Approval issue

    645935
      Hi ,

      We are following Employee - supervisor hierarchy , user is having limit upto 20,000 USD .

      Created standard PO through autocreate for amount 5000 USD and it is approved by user . when user trying to add new line with amount 1000 USD to PO through autocreate , PO is goining to next approver .

      Q) why PO is goining to next approver inspite of enough approval limit

      If the user is creating PO with 6000 USD with one line through auto create , user able to approve the PO .

      Q) Please let us know is this working as per Oracle functionality ?

      Thanks in advance

      Thanks
      Kiran
        • 1. Re: Approval issue
          S.PDASH
          Hi Kiran,
          You mentioned : Created standard PO through autocreate for amount 5000 USD and it is approved by user . when user trying to add new line with amount 1000 USD to PO through autocreate , PO is goining to next approver .

          Do you mean that after PO is created with Line-1 of amount $ 5000, you are trying to add another line (line-2) of $1000? Even if the PO is within Buyer/user's approval limit, still the PO approval is going to User's Supervisor?


          /S.P DASH
          • 2. Re: Approval issue
            645935
            Hi Dash,

            You are right.
            Please let me know is there any workflow to restrict the user from approving the PO After adding new line in PO

            Thanks
            Kiran
            • 3. Re: Approval issue
              S.PDASH
              Hi Kiran,
              The best way to restrict a user/buyer to approve a PO by himself is by disabling the "Owner Can approve" option in the document type (std Po) setup... Every time a buyer create a PO it will always go to his supervisor for approval.. Is this is what you want ??

              How about creating a std PO automatically from a requisition once requisition is approved by all approvers. If you want to automate the std PO creation process then let us know.

              Kind Regards,
              S.P DASH
              1 person found this helpful
              • 4. Re: Approval issue
                645935
                Hi Dash,


                Create and Approve a Standard PO Automatically From an Approved Requisition [ID 308470.1]

                Please let us know if you require any further info .

                Thanks
                Kiran
                • 5. Re: Approval issue
                  S.PDASH
                  Hi Kiran,
                  You are correct and given the right pointer of the document. Basically you need to set few attributes of poxwfatc.wft through the help of your DBA/Administrator if you want a PO to be automatically created and in approved status once a requisition is approved.


                  Workflow File Name: poxwfatc.wft_
                  This workflow manages the automatic creation of purchasing documents. PO Create Documents workflow starts in Oracle iProcurement when you submit a requisition associated with an existing BPA, Contract Purchase Agreement, or Catalog Quotation in Oracle Purchasing. Modify the attributes in this workflow to fit your business needs.

                  Attribute Name     Attribute Value*
                  AUTOCREATE_DOC------------> Y
                  AUTO_APPROVE_DOC--------> Y
                  USE_CONTRACT_FLAG--------> Y

                  Execute below query to see the status of AUTOCREATE_DOC_

                  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 '

                  Execute below query to see the status of AUTO_APPROVE_DOC_

                  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 '
                       
                  Execute below query to see the status of USE_CONTRACT_FLAG_

                  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 = ‘USE_CONTRACT_FLAG '

                  Use appropriate query to update the attributes to "Y". Query mentioned above will pull info on the current WF Attribute value. Hope this will help.

                  Kind regards,
                  S.P DASH
                  • 6. Re: Approval issue
                    645935
                    Hi Dash ,

                    Excellent , info is really helpful
                    Sorry for delay in reply

                    Regards
                    Kiran

                    Edited by: user642932 on Dec 22, 2010 5:10 AM
                    • 7. Re: Approval issue
                      S.PDASH
                      Thanks Kiran for your compliments.. we are happy to help...

                      If you believe your question is answered, then please close this thread..

                      Kind Regards,
                      S.P DASH
                      • 8. Re: Approval issue
                        user9195244
                        Hi All,

                        I m currently working on a requirement to attach a custom report along with the PO Output for communication report in the PO Approval. I was tracing and found out that the PO Output for communication has been submitted in PO_COMMUNICAITON_PVT package. After that i am unable to trace further. Please let me know how i can i trace this and how to attach a custom report in PO Approval.

                        Thanks in advance.
                        • 9. Re: Approval issue
                          Sandeep Gandhi, Consultant
                          Please create a new thread for a new question.