Primary Troubleshooting Guide for Close Actions in Purchasing (Doc ID 1477025.1)

Last updated on JUNE 21, 2023

Applies to:

Oracle Purchasing - Version 11.5.10 to 12.1.3 [Release 11.5 to 12.1]
Information in this document applies to any platform.

Purpose

This note is intended to walk you through a set of sequential steps that will facilitate troubleshooting Close Actions in Purchasing.

How to Get the Most of This Document ?

1. For Release 12.1 apply the recommended rollup patch (RUP) from Document: 1468883.1.
2. Carefully review the tables in Section 1.4 through 1.6 below to confirm that the document is of the correct type and status for the close action to be performed.

3. For data corruption errors run the Generic Data Fix (GDF) diagnostics described in Section 2.2. Review the GDF diagnostics report for the fix.

4. For additional troubleshooting assistance refer to Section 2.3 'Identifying what went wrong and Finding a solution' below.

5. Do you expect to see further details in this document that will help you to quickly solve errors ? You may enter comments in the "Rate this Document" window opened from the right corner.

Troubleshooting Steps

	To view full details, sign in with your My Oracle Support account.
	Don't have a My Oracle Support account? Click to get started!

In this Document

Troubleshooting Steps

1. HOW DOES THE CLOSE ACTION WORK?

1.1 Overview of the Close Action from the Control Documents Window

1.2 How can Purchase Orders be Automatically Closed

1.3 What are the different Closure Actions?

1.4 What Close Actions are valid for each document type and entity?

1.5 What Are The Factors considered when using Close from Tools - Control in Purchase Order Summary?

1.6 What status must a Purchasing document be in to allow Closure?

1.7 I need information on the Finally Close action

1.8 What is Mass Close and how is it used?

1.9 I need help with the Period Close

1.10 I need help with the correct procedure to Finally Close an Encumbered PO or to remove Encumbrances on a Final Close PO

1.11 What statuses will keep PO shipments from appearing on the Uninvoiced Receipts Report report?

2. RESOLVING ERRORS

2.1 Apply the Recommended patches

For Release 12.1 and above:

2.2 Data Corruption issues - The Use of Generic Data Fixes (GDF)s

2.3 Identifying what went wrong and Finding a solution

2.3.1. Issues involving an error message:

2.3.2 Issues not involving an error message:

3. DIAGNOSTICS, DEBUG AND TRACE FOR FURTHER DIAGNOSIS

3.1 What diagnostics are available?

3.2 How can the debug be set and obtained?

3.3 How can a trace be performed?

4. Still Have Questions?

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.