P-Card Defaults In iProcurement Even When Profile "PO: Use P-Cards In Purchasing" Is Set To No At Site Level (Doc ID 1621271.1)

Last updated on MARCH 08, 2017

Applies to:

Oracle iProcurement - Version 12.1.3 and later
Information in this document applies to any platform.

Symptoms

In Oracle iProcurement, Release 12.1.3, the P-Card field displays on the Checkout: Requisition Information page (Step 1 of 3) even though employee procurement cards (P-Cards) are not being used in Purchasing.

It is expected that the P-Card field should not display on the Checkout: Requisition Information page when employee p-card use is disabled by the profile option "PO: Use P-Cards in Purchasing".


Steps To Reproduce

The issue can be reproduced at will with the following steps in a Vision Demo environment, using the OPERATIONS username.
1. In Payables responsibility, navigate to Credit Cards > Procurement Card Transactions.
Ensure that the user (in this case, OPERATIONS tied to employee Stock, Ms. Pat) has a P-Card number assigned.
2. In System Administrator responsbility, navigate to Profiles > System.
Set the profile option "PO: Use P-Cards in Purchasing" = Yes at the User level for the OPERATIONS user.
3. Bounce iAS/OC4J for the profile option change to take effect in iProcurement.
4. Log in as OPERATIONS user.
5. In Purchasing, navigate to Purchase Orders > Purchase Orders. The P-Card field is displayed at the PO Header level since the profile is set to "Yes. This is expected.
6. In Procurement, create a non-catalog request (do not assign a suggested supplier) and proceed to checkout. The P-Card field displays on the Checkout: Requisition Information page. This is also correct and expected behavior.

7. In System Administrator responsbility, navigate to Profiles > System.
Set the profile option "PO: Use P-Cards in Purchasing" = No at the User level for the OPERATIONS user.
8. Bounce iAS/OC4J for the profile option change to take effect in iProcurement.
9. Log in as OPERATIONS user.
10. In Purchasing, navigate to Purchase Orders > Purchase Orders. The P-Card field does not display now at the PO Header level since the profile is set to "No".
11. In Procurement, create a non-catalog request (do not assign a suggested supplier) and proceed to checkout. The P-Card field still displays on the Checkout: Requisition Information page, even though the profile was set to "No", and the employee's credit card number defaults in the field.
At this point, If the user proceeds to complete the checkout process, however, the p-card information does not get saved to the requisition since the profile is set to "No". So iProcurement is ignoring the P-Card value, but the issue is that the field should not be displayed at all.

A workaround is to personalize the checkout page so that the P-Card field does not display at all, regardless of the profile option setting.


Business Impact

Due to this issue, users can be confused as to what the P-Card is for and if they are supposed to select that value or not.



Cause

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