Self Service Procurement

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    Ashok
    Quick Tip: What are the conditions under which a Procurement...
    Topic posted November 3, 2019 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, FAQ, Tip 
    35 Views, 4 Comments
    Title:
    Quick Tip: What are the conditions under which a Procurement Card appears in the LOV in Self Service Procurement Requisitions
    Summary:
    Quick Tip: What are the conditions under which a Procurement Card appears in the LOV in Self Service Procurement Requisitions
    Content:

    Support / Customers

    I hope the following tip provides some clarity on a question that seems somewhat frequent in the forum circuit. This is about Procurement Cards. This tip below is a nice summary of what to know in terms of making the Procurement Card that you have configured appear in a list of values for you to select when creating a requisition: This tip comes courtesy of my colleague Mara.

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    An Employee Procurement Card is available in the Procurement Card drop-down if ALL of the following are true:

    The Procurement Card belongs to the preparer.
    The Procurement Card belongs to a card program of type PROCUREMENT.
    The Procurement Card is not expired. (expiration date > current date)
    The Procurement Card is active. (inactive date >= current date)
    The Procurement Card’s card program is active. (inactive date >= current date)
    In addition:

    ANY of the following cases prevents any Procurement Card from being applied to a requisition line:

    The destination type of the line is inventory. In other words, inventory replenishment cannot be charged to Procurement Card.
    At least one of the distributions of the line is assigned to a Project.
    The supplier site of the line is not Procurement Card enabled.
    The requisition line is for an internal transfer (i.e., source type is Inventory).
    The requisition line has work order as its destination type.

    ==============================================================================================

    Comment

     

    • Judy Hamner

      Thank you for this quick tip, Ashok.

      As a follow-up, if these criteria are all met and the purchaser selects the Procurement Card payment option, how does the PO created from this requisition get closed?  

      Thanks,
      Judy

    • Ashok

      Hi Judy

      Hopefully this post will answer your question: https://cloudcustomerconnect.oracle.com/posts/dc8c7ad6fb

      Else, do let me know.

      • Judy Hamner

        Thank you Ashok.  It sounds like there isn't an integrated solution for using a P-card for puchasing and AP yet.  I will keep watching for the resolution for that!  

        I appreciate your help - you always respond in a very timely and helpful manner. 

        Judy

    • Ashok

      You are right about the integration (or the lack of it in Payables) Judy, and thank you for your words of encouragement.