7 Replies Latest reply on May 5, 2011 4:47 PM by 858654

    Automate  Approved Purchase Requsition to  Approved Purchase Order

    659586
      Hi all,

      How can we automate the flow from the Approved Purchase Requisition to Approved PO.

      What are the basic setups(ASL, SOURCING RULES) needed?

      To brief it, by Requisition Import process we get approved PURCHASE REQUISITION.
      In a similar fashion, can we automate(not with autocreate) creation of approved PO without choosing supplier, for each item/requisition ?


      Thanks in advance

      Regards
      Kumar
        • 1. Re: Automate  Approved Purchase Requsition to  Approved Purchase Order
          657664
          Hi

          Yes its Possible.
          Set ups Reqd:
          1. Sourcing Rule to be defined (to choose the Supplier for the Approved Pur.Req Item)
          2. ASL set up including Attributes window set up with Blanket /Quotation details (To get the Source document)
          3. "Create Release" program to be scheduled.

          Try and let me know if you have issues.

          Regds
          Ravisankar
          1 person found this helpful
          • 2. Re: Automate  Approved Purchase Requsition to  Approved Purchase Order
            user16854
            Maybe not the same area, but we have user raise requisitions from catalogues in iProc. If we have a Contract Purchase Agreement for the same supplier, then when the Workflow Background Job runs (deferred setting), the approved REQs = converted to Approved POs, via the Contract Purchase Agreement. But that's not using ASL or Sourcing Rules, so may be something different to what you are working on.
            1 person found this helpful
            • 3. Re: Automate  Approved Purchase Requsition to  Approved Purchase Order
              666207
              Hi Guys,

              We use Contract Agreements for some of our suppliers, and it works (PO gets automatically created and approved once the req gets approved), however, we have thousands of suppliers and can't create contracts for each of them.
              Is there any way to automatically create contracts for all suppliers???

              Thanks,
              Iana
              1 person found this helpful
              • 4. Re: Automate  Approved Purchase Requsition to  Approved Purchase Order
                691278
                Hi Guys,

                You do need to create a contract agreement PO for each Supplier Site you are using. Once your req is approved, Oracle will automatically create and approve a PO, providing a valid contract agreement exists for it's Supplier/Site.
                Please note: you'll get your PO once the req is Approved, not checked in.
                Also, I'm not sure if this will work for Emergency POs.

                Cheers,
                Iana
                • 5. Re: Automate  Approved Purchase Requsition to  Approved Purchase Order
                  664271
                  HI ,

                  Find below the set up steps for Auto creation of PO.

                  1.Valid Contract agreement need to be available for the supplier site.

                  WF set up :

                  Create Documents workflow attribute :

                  “Is Automatic Creation Allowed?” set to “Yes”
                  Should Contract be used to autocreate Doc?” set to “Yes”
                  "Is automatic approval allowed" set to Yes
                  "Should Non catalog requests be autosourced from contract" set to YES
                  "Is contract required on requistion line" set to Yes


                  In req. approval WF :

                  'Send PO Autocreation to Background' set to NO for launcing the WF background process to be launched immediately.

                  In PO module :

                  PO: Automatic Document Sourcing -- set it to NO
                  create Sourcing rule and ASL ,Provide the Contract info in ASL and set the release method as "Release using Autocreate"

                  Note : In case of NCR from iproc which has the item category alone,ASL is not required for auto creation of PO.

                  Once all this setup is done ,import the req and it would be converted into a std. PO.Hope this suffices.


                  Subbu
                  • 6. Re: Automate  Approved Purchase Requsition to  Approved Purchase Order
                    666292
                    Hi,

                    We had done something similar, except that we didnt get the PO Automatically approved.

                    We were importing approved requisitions from an external system. And in the po_requisitions_interface_all table we were populating 2 extra columns besides the normal columns

                    1. emergency_po_num
                    2.suggested_buyer_id

                    This was creating an unapproved PO for the requisition.

                    But for this to work, some values in the workflow - CREATEPO, have to be set accordingly. Like Autocreate Documents is set to 'Y'.

                    And there is another flag of - Auto send PO for approval. something like that.
                    • 7. Re: Automate  Approved Purchase Requsition to  Approved Purchase Order
                      858654
                      Are you able to provide the steps to perform the task which you have stated below.

                      +"Maybe not the same area, but we have user raise requisitions from catalogues in iProc. If we have a Contract Purchase Agreement for the same supplier, then when the Workflow Background Job runs (deferred setting), the approved REQs = converted to Approved POs, via the Contract Purchase Agreement. But that's not using ASL or Sourcing Rules, so may be something different to what you are working on.+ "

                      Thank you!