advanced
 
Procurementpublic

Purchasing

Get Involved. Join the Conversation.

This is a public Forum  public

Topic

    Matyas Kiss
    How to prevent to change PR during the Document Builder...Answered
    Topic posted April 12, 2019 by Matyas KissRed Ribbon: 250+ Points, tagged Requisition Processing 
    84 Views, 7 Comments
    Title:
    How to prevent to change PR during the Document Builder (PO Creation)
    Summary:
    How to prevent to change PR during the Document Builder (PO Creation)
    Content:

    Hi,

    I would like to ask your help about the process of the PO creation. In the moment when our buyers are creating the PO from PR (using process purchase requisition option) and in the document builder, before we submit, we have an "Edit" option which allows us to change to PO line price after the requisition was already approved, so our concern here is the fact that we have automatic PO Approval setup so the buyer can change the price as high as he wish and the PO will get approved and this is not compliant. 

    Is there an option to remove the editing option from document builder or get rejected the PO if the PO amount is different than the PR amount ?

    Matyas,

    Version:
    Oracle Fusion / Cloud 19A

    Best Comment

    Niamath Jeddy

    If you want to handle in PO approval rules, then below rule can help. Please refer below snap.

     

    Regards,

    Niamath

    Comment

     

    • Shesh

      Matyas,

      Can you use Price Change Tolerance Percentage & Amount Rule?
      Or
      How about setting Auto PO creation from a Requisition?

      • Matyas Kiss

        Hi,

        Thanks for your comment. As far as I know the Price Change tolerance can be set at PO level only, but this Edit option is available when you add the PR in document builder, so we wan't to eliminate that.

        Auto PO creation sounds a good plan. Do you have documentation how to set this ?

        Matyas

        • Shesh

          Matyas,

          Note on Price Change Tolerance Percentage & Amount Rule:
          How to Restrict Price Override When PO Is Created From a Requisition? (Doc ID 2521239.1)

          PO Creation
          How To Automatically Create a Purchase Order after You Submit for Approval a Requisition (Doc ID 1364923.1)
          Serach for below in Help Section
          Automating Order Creation for Requisitions Without Previously Negotiated Agreements: Procedur


          -Shesh

    • *** E S

      Hi,

      Well you could use Blanket Purchase Agreement for that item, and enable the "Automatically generate orders" and "Automatically submit for approval" check box in Controls tab in header level while creating the Agreement.

      Regards,

      *** E S

    • Niamath Jeddy

      If you want to handle in PO approval rules, then below rule can help. Please refer below snap.

       

      Regards,

      Niamath

     

    community forum