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  • Ashok
    How does partial processing to an Order work on a Budget...35.0
    Topic posted July 28, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Budget/Encumbrance, FAQ, Requisition Processing, Tip in Procurement > Self Service Procurement public
    Title:
    How does partial processing to an Order work on a Budget Controlled Requisition
    Summary:
    Impact of partially processing a budget controlled Purchase Requisition into a Purchase Order
    Content:

    I wanted to share some insight into how a budgetary controlled purchase requisition works for order processing. This was a recent customer question (and I have seen similar ones before) and thought it might be good to remind customers of behavior. 

    Specific Scenario:

    The purchase requisition contains a line for quantity 50 Units

    This requisition is processed into a purchase order

    The order is processed only for quantity 30 Units

    Question:

    What happens to the remaining quantity 20 Units on the purchase requisition

    Expected Behavior:

    When a purchase order is created from a requisition line, in the above scenario, two things happen:

    a) The entire Quantity 50 Units will be liquidated on the requisition line

    b) The purchase order will reserve the Quantity of 30 Units

    You cannot split that requisition that is budgetary controlled further.

    Also, current behavior does not support one requisition line to process into multiple purchase orders.

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  • Ashok
    Oracle Self Service Procurement Cloud: Funds Status on...35.0
    Topic posted April 17, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Approvals/Notification, Budget/Encumbrance, Create Requisition, Tip in Procurement > Self Service Procurement public
    Title:
    Oracle Self Service Procurement Cloud: Funds Status on Requisitions
    Summary:
    How does Funds Status work for Requisitions?
    Content:

    What is Funds Status and how does it work on a Requisition:

    The funds status is the indicator of whether the requisition can be processed into a purchase order based on funds being available in a budget controlled business setup. The funds status is determined at the distribution level of a requisition based on the charge of account, project, and budget date. This then rolls up to the line and header. All distributions of all requisition lines must pass funds check for funds to be successfully reserved for a requisition.

    What are the various funds statuses and how are they processed:

    1. Funds Statuses used when a requester uses the Check Funds feature:

    - Not Applicable: Indicates that there is no control budget that applies to a requisition distribution.

    - Passed: Indicates that the funds check passed successfully, and that the funds are available and budgetary control period is open for all control budgets that apply to the distributions contained in the requisition.

    - Failed: Indicates that the funds check failed either because period is closed or funds are not available for one or more control budgets that apply to one or more of the distributions contained in the requisition.

    - Warning: Indicates that the funds check passed with warning. It indicates that the funds are insufficient but the control budget allows for a tolerance amount or percentage over the available budget. This check funds status does not prevent the user from submitting the requisition for approval. Upon submission, the user will receive a warning message and decide whether to continue with the approval.

    2. Funds statuses used after a requisition is submitted for approval or after requisition is approved, depending on reservation point setup in Budgetary Control.

    - Not Applicable: Indicates that there is no control budget that applies to one or more distributions contained in the requisition.

    - Reserved: Indicates that the funds check passed successfully, funds are reserved and the commitment is created.

    - Liquidated: Indicates that the commitment is reversed and the obligation is created for the purchase order associated with the requisition line.

    NOTES:

    1. On Create: For requisitions that are incomplete, the default funds status is "Not Reserved".

    2. Explicit funds check by the requester: When the user clicks on Check Funds, the application performs an explicit funds check. The funds status resultant from an explicit funds check is not stored with the requisition. Users can perform as many funds check as they need before submitting the requisition for approval