3 Replies Latest reply on Jul 19, 2020 8:12 AM by 986596

    Inquiry For Purchasing Points

    986596

      Hi Procurement EBS Expers,

       

      Can you please assist me in the following points:

       

      1- How to link PO with the Charge of Account for example, if the PO is for Operating Unit A then user should not be able to use the Charge of Account of Operating Unit B.

       

      2- How to set minimum amount for PR for example, 10000 Euro with exception, for specific user?

       

      3- In Case, if last approver reject PO, how to return the PO back to previous Approver not PO initiator with making rejection reason field mandatory and send notification for all Approvers List?

       

      4- We want to enable Non Buyer to inquiry for PO he already approved.

        • 1. Re: Inquiry For Purchasing Points
          Mat Tyndall-Oracle

          Hi

           

          For this:

          1- How to link PO with the Charge of Account for example, if the PO is for Operating Unit A then user should not be able to use the Charge of Account of Operating Unit B.

           

          Refer to these notes on MOS -you can basically setup rules by segment of the GL account and allow use only to certain responsibilities(i.e. operating unit specific responsibilities)

           

          How To Setup Security Rules for An Accounting Flexfield Segment? (Doc ID 1078004.6)

          General ledger Security Features Video Series (Doc ID 2440781.2)

           

          • 2. Re: Inquiry For Purchasing Points
            Mat Tyndall-Oracle

            Hi,

             

            For this issue: 4- We want to enable Non Buyer to inquiry for PO he already approved.

             

            Refer to this note

             

            Purchasing Document types Security Level Setup (Doc ID 332569.1)

             

            As of now, document access can be restricted based on the following Security Level options for each document type:

            Public   : All system users can access the document

            Private  : Only the document owner and subsequent approvers can access the document

            Purchasing : Only the document owner, subsequent approvers, and individuals defined as buyers can access the document

            Hierarchy : Only the document owner, subsequent approvers, and individuals included in the security hierarchy can access the document

            Using an approval hierarchy for purchase requisitions, client's would like to see some hierarchy positions (the lower levels) to visualize only their own documents and other hierarchy positions (the higher levels) to visualize all the requisitions.

             

            Even more detail in the note - that is a summary

             

            Thanks,

             

            Mat

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            • 3. Re: Inquiry For Purchasing Points
              986596

              Thanks Mat for the above helping and we will try that.