2 Replies Latest reply on Oct 7, 2011 8:48 AM by 667863

    Create release from Requisition automatically when requisition is approved

    856374
      Hi Gurus,

      please have a look at below situation and suggest me appropriately -

      i) for vendor 'abc' we have a contract agreement number CPA123.
      ii) for the same vendor 'abc' there is also a blanket agreement number BPA123 exists for item # ITM123.

      Now when the preparer creates a requisition for ITM123 with Supplier 'abc', once the requisition is approved, a standard PO is created automatically and the CPA123 is associated in its reference document field.

      But User wants that - whenever they create requisition for ITM123 with Supplier 'abc', after requisition approval it should link to the BPA123 instaed to CPA123 and a release should be created against BPA123 instead of the standard PO.

      we have checked the setups related to ASL, Sourcing rule etc, but get the clue on how to override the CPA for the specific item and create a release automatically. Please suggest appropriately.

      Thanks,
      SamD
        • 1. Re: Create release from Requisition automatically when requisition is approved
          S.PDASH
          Hi Sam,
          You mentioned that for supplier abc you have a BPA and CPA exist. Now when the preparer creates a requisition for ITM123 with Supplier 'abc', once the requisition is approved, a standard PO is created automatically and the CPA123 is associated in its reference document field.

          Are you creating a non-Catalog request..??? Non-catalog requisition are linked to CPA and Catalog Requisition to a BPA.

          coming to your real requirement : *"But User wants that - whenever they create requisition for ITM123 with Supplier 'abc', after requisition approval it should link to the BPA123 instaed to CPA123 and a release should be created against BPA123 instead of the standard PO."*

          Ans : 1) In iProcurement store, search for Item : ITM123..system will pull the BPA number associated with this ITM123. Select qty and go ahead with the normal checkout process..

          2) If you want release should be created against BPA123 instead of the standard PO then make sure the value of attribute "CONT_WF_FOR_AC_REL_GEN" is set to "Y" (Purpose : CREATEPO - Should Workflow Create The Release?).

          You can check the current value of the attribute by using below query:
          ============================================
          select rtrim(w.name) name,
          w.text_default Value,
          rtrim(w.item_type) item_type,
          ‘Should Workflow Create The Release? ' Attribute
          from wf_item_attributes w
          where w.NAME = ‘ CONT_WF_FOR_AC_REL_GEN '
          ========================================

          Hope this helps. Please give a try and update us.

          Kind Regards,
          S.P DASH
          • 2. Re: Create release from Requisition automatically when requisition is approved
            667863
            You can set the BPA as the first document in the ASL. It will pick the BPA up. move the contract agreement down to the 2nd position.

            Please let me know how you get along.