2 Replies Latest reply on Jun 3, 2011 5:58 PM by user969063

    Can we automatically convert an approved Punchout requisition to a PO?

    user969063
      Hello

      We'd like to pick your brains here to see how we can move ahead with touchless purchasing and make it faster and easier for requesters to order from our supplier-hosted catalogs. Now, with an approved punchout requisition - the buyer still has to AutoCreate it to a PO. We'd like to skip this step. Moreover, we'd like to avoid using Releases as this confuses the field.

      Is there a way to automatically AutoCreate an approved punchout requisition to a Standard Purchase Order or if not, at least a BPA-Release? Approve Supplier Lists are now set up by item numbers and these numbers are different from the Supplier item numbers. Without this link, we don't think we can use ASLs and the Automatic Generation feature on it. ASLs can also be grouped by Commodity but the E-Commerce Gateway for mapping has no option to use Commodities with vendor punchout keys like UNSPSC codes.

      Many thanks in advance,

      Sanjib
        • 1. Re: Can we automatically convert an approved Punchout requisition to a PO?
          S.PDASH
          Hi Sanjeeb,
          Could you please check what is the attribute value is set in Workflow File Name: poxwfatc.wft

          1) AUTOCREATE_DOC
          2) AUTO_APPROVE_DOC

          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.

          It does not matter if you use a create requisition manually or through a Direct Punchout, system will create a standard PO automatically if the Attribute vale is set as "Yes" for above attribute names.

          Attribute Name     Attribute Value     Purpose
          ============== ========= ===========================
          AUTOCREATE_DOC     Y          CREATEPO - Is Automatic Creation Allowed?
          AUTO_APPROVE_DOC     Y          CREATEPO - Is Automatic Approval Allowed?


          You can use below backend query to check what is the current value against the Attribute Name

          For Step-1 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 '

          For Step-2 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 '

          Use appropriate UPDATE statement to set the attribute value to YES

          Hope this helps.

          Kind Regards,
          S.P DASH
          1 person found this helpful
          • 2. Re: Can we automatically convert an approved Punchout requisition to a PO?
            user969063
            Hello

            Many thanks for your forum reply - greatly appreciated.

            We were aware this can be done by setting WF attributes for the "PO Create Documents" process. However, we'd like the automatic AutoCreation to be picky - just for Direct Punchout reqs, not for all. But, definitely updating WF is an option.

            One of my colleagues suggested using Item Relationships to map the Supplier item number to a Commodity and I'll check that - could be a viable alternative.

            Thanks again,

            Sanjib