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    Ratna Elete
    Contract Purchase Agreement -- How to set Auto ApprovedAnswered
    Topic posted February 1, 2018 by Ratna EleteBlue Ribbon: 750+ Points, tagged Approvals, Orders, Requisition Processing 
    621 Views, 7 Comments
    Title:
    Contract Purchase Agreement -- How to set Auto Approved
    Summary:
    Contract Purchase Agreement -- Auto approve setups
    Content:

    Hi,

    We have cloud purchasing enabled ( POs are set to auto-approved currently) and now implementing Self Service Procurement and the Requirement is  to

    1.  Enter a Requisition and upon approval automatically create a PO.  

    I was able to create a requisition and approve it.

    but one of the required setups for auto generate orders to create PO automatically is  requisition with Agreement.

    I created a contract purchase agreement but was rejected by the system.   How to set it to auto-approved?  

    I saw approvals for requisitions and purchasing documents ( is agreement part of the purchasing document approvals?)

    Also what are the other required setups to create PO automatically.  I found some information on metalink but wondering if anyone had done this in fusion.

    Thanks,

    Ratna

    Best Comment

    Ivan Pena

    Hi Ratna,

    CPA/BPA approvals are handled by Manage Purchasing Document Approvals. You can use the approval attribute "Document Style" to identify BPAs/CPAs. There are two ways to have approved requisitions automatically processed into a PO :

    1. If the requisition is sourced to an agreement, make sure the flag "Automatically Generate Orders" is checked on the Agreement's Controls tab. (attached screenshot.)
    2. If the requisition is not sourced to an agreement, you can enable the option "Autogenerate orders from requestor-negotiated requisition lines" for the procurement business unit, and have your administrator personalize the Create Requisition pages to expose the "Negotiated" flag. Refer to the Oracle Procurement Cloud: Source to Settle Release 11 What's New for more information about this feature.

    Ivan

     

    Comment

     

    • Ivan Pena

      Hi Ratna,

      CPA/BPA approvals are handled by Manage Purchasing Document Approvals. You can use the approval attribute "Document Style" to identify BPAs/CPAs. There are two ways to have approved requisitions automatically processed into a PO :

      1. If the requisition is sourced to an agreement, make sure the flag "Automatically Generate Orders" is checked on the Agreement's Controls tab. (attached screenshot.)
      2. If the requisition is not sourced to an agreement, you can enable the option "Autogenerate orders from requestor-negotiated requisition lines" for the procurement business unit, and have your administrator personalize the Create Requisition pages to expose the "Negotiated" flag. Refer to the Oracle Procurement Cloud: Source to Settle Release 11 What's New for more information about this feature.

      Ivan

       

      • Ratna Elete

        HI Ivan,

         

        We are in fusion Rel 12 and I don't see " Document Style" in the Manage Purchasing Document Approvals.

        I have the following stages and 4-5 participants with different routings.  We have only 2 enabled 1 for preapproval FYI.. and 1 for terms which is auto approved.

        1.  Preapproval

        2.  Terms

        3.  Postapproval

        How do I handle this?

         

        Thanks,

         

         

        • Ivan Pena

          Hi Ratna,

          Actually, Document Type is available as approval attribute, so you can use to check if it's CPA or BPA (see screenshot.) Don't fully get your question. What are trying to achieve?

          Ivan

           

           

           

    • Ratna Elete
      Thank you Ivan, let me try and will update you
    • Jim Van Tongerloo

      I'll post my post here as well, since I read your post in Self Service forum first:

      Yes, Purchase Agreement approvals are part of Purchase Document approvals. You should configure it that way that you can make a distinction between the three documents (PO, CPA, BPA) in the approvals if you want a separate approval flow for them.

      In any case, yes, create a CPA or BPA and have it approved. Link it to your Requisition.
      A buyer should be found or suggested for your lines.
      The price should be negotiated of every line.

      If there's more, people may add.

      ~Jim

    • Ratna Elete

      Thank you Ivan/Jim.   

      It worked the same exact way when I did the way you suggested.

      Able to auto-approve the agreements.  

       

      Will continue testing creating automatic PO.

      Ratna

       

    • Housna Bharoocha

      Hello,

      I have created a Contract Purchase Agreement and has been approved.

      I even select 'Automatically generate orders'.

      My question, what is the next step to see the PO number that have been generated. 

      Where in the Contract itself, I can see the PO number?

      Thanks

      Housna