Self Service Procurement

Get Involved. Join the Conversation.

Topic

    Caio
    Restrict purchase request (source = external) in...Answered
    Topic posted August 26, 2019 by CaioGold Trophy: 10,000+ Points, tagged Internal Material Transfer, Requisition Processing, Requisition Web Services, Setup 
    34 Views, 6 Comments
    Title:
    Restrict purchase request (source = external) in case of internal availability of the item
    Content:

    Hello all, please, i would like to check if you are aware of any way for achiving that behavior : 

    Users have access to create requisition for both sources : external (suppliers) and internal (inventory). 

    The goal is to , in case an item 'A' is available internally, do not allow the user to request it from external source. 

    Is there any way to achieve that dynamism ?

     

    KindRgds

    Best Comment

    Ashok

    Hi Caio

    1. The first option is for you to use the Enter Requisition Line flow. You can select Item A and as long as it is available internally and related transfer pricing setup and configuration is complete, you can select Source Type of Inventory (in fact the system selects this by default) and you can always route this item through internal transfer orders

    2. The next option if you are using the Shopping flow and if the item has an associated Blanket Agreement, you can opt-in to the new feature introduced in 18C (https://cloudcustomerconnect.oracle.com/posts/1b1676cf86) for which details are provided in this link. Of course, this is applicable only for Expense destination type

    NOTES:

    Your use cases are not too detailed so I cannot comment on the exact flow your question is targeted for.  But if you are shopping for an item using the shopping flow and the item has a BPA against it the system will always source to the BPA for a destination type of Inventory. Point 2 above applies to Expense destinations. Obviously the fool proof method to accomplish what you are looking for is potentially using the Enter Requisition Line flow.

    Hope this helps.

    Comment

     

    • Ashok

      Hi Caio

      1. The first option is for you to use the Enter Requisition Line flow. You can select Item A and as long as it is available internally and related transfer pricing setup and configuration is complete, you can select Source Type of Inventory (in fact the system selects this by default) and you can always route this item through internal transfer orders

      2. The next option if you are using the Shopping flow and if the item has an associated Blanket Agreement, you can opt-in to the new feature introduced in 18C (https://cloudcustomerconnect.oracle.com/posts/1b1676cf86) for which details are provided in this link. Of course, this is applicable only for Expense destination type

      NOTES:

      Your use cases are not too detailed so I cannot comment on the exact flow your question is targeted for.  But if you are shopping for an item using the shopping flow and the item has a BPA against it the system will always source to the BPA for a destination type of Inventory. Point 2 above applies to Expense destinations. Obviously the fool proof method to accomplish what you are looking for is potentially using the Enter Requisition Line flow.

      Hope this helps.

    • Caio

      Tks Ashok, i reviewed that the system still displays the same BPA details but on adding item to cart, the system invokes the transfer price and sets the source organization and source type to Inventory (instead of Supplier). That will solve.

      Kind Rgds

    • Ashok

      That is correct. Just so you know the design does that on purpose in order to allow user to get the full visual experience of all relevant details that we can display from the BPA but on adding to cart, it has the smarts to source it internally.

      Regards

      Ashok

    • Zehra Merchant

      Hi Caio,

      As per your below Comment

      "Tks Ashok, i reviewed that the system still displays the same BPA details but on adding item to cart, the system invokes the transfer price and sets the source organization and source type to Inventory (instead of Supplier). That will solve."

      Is this happening for Expense Destination or Inventory Destination?

      Many Thanks,

      Zehra

       

      • Caio
        Hi Zehra,i hope this message finds you well. This is for the context of Expenses destination type. Kind Rgds
    • Ashok

      Hello Zehra

      To your question, the discussions above with Caio were in the context of Destination Type of 'Expense'. For Destination Type of 'Inventory', if a BPA exists for an item, the current behavior has not changed, i.e. it will source the BPA and not look to internal sources. 

      The enhancement discussed here is only for BPA backed items that you are requesting with Destination Type set to Expense.