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    Quick Tip: FBDI Import Process Validation against BPA...
    Topic posted November 3, 2019 by AshokBlack Diamond: 60,000+ Points, last edited November 3, 2019, tagged Create Requisition, Requisition Processing, Tip 
    Quick Tip: FBDI Import Process Validation against BPA Agreement Amount Limit
    Does the FBDI Import process enforce validations against the BPA Agreement Amount Limits?

    Customers / Support

    This was recently brought up by a customer and my colleague Mara had provided an explanation that I felt merited mention as a tip on this forum.

    Customer Problem:

    User when attempting to import requisition greater than BPA released amount, the following error occurs: "The value of the attribute Source Agreement is not valid"

    The requisition import works fine if it is less than BPA released amount.

    Do note that the user is able to create a requisition manually greater than BPA released amount ( Quantity 3 quantity @ $21,615.97) without any errors. The issue is only observed during import. 


    Tip Offered:

    The Requisition Import (FBDI or the Purchase Request Web Service) validation is as follows:

    The agreement released amount at agreement header plus the requisition line amount must be less than or equal to the agreement amount limit at agreement header.

    In general it is a buyer that imports requisitions, and sometimes requisitions are imported as approved. The buyer in such cases wants to see the error soon before the requisition is created.

    For online requisitions, the requester does not necessarily know about agreements which is why the error is not surfaced right away. But as you have observed, the buyer will see the error when submitting the purchase order.

    In the online application, if it is deemed necessary that a requester be made aware of agreement related information, the following agreement attributes can be made visible on the Item details page to help more advanced users evaluate the agreement and hence make shopping decisions.

    Amount Limit {currency} = Agreement header amount limit and transactional currency
    Agreement Quantity {UOM} = Agreement line quantity agreed and item UOM
    Agreement Amount {currency} = Agreement line amount agreed and transactional currency
    Minimum Release Amount {currency} = Agreement line minimum release amount and transactional currency

    I do hope this post is helpful in understanding behavioral reasoning and differences between the online application and import processes. Let us know if you have any feedback, comments or questions. Also let us know if such articles are helpful.