Sales Agreement Number Auto Defaults From Customer PO (Doc ID 2623249.1)

Last updated on JANUARY 14, 2020

Applies to:

Symptoms

ACTUAL BEHAVIOR
Sales Agreement Number auto defaults from Customer PO

Sales Agreement Number field gets auto populated when Customer PO on unrelated sales order matches with customer PO on BSA

How can I prevent the auto populating of sales agreement number on the order header for a sales order that is not related to any sales agreement using defaulting rule at ORDER HEADER?

Knowing that we can't define defaulting rule for sales agreement number at order header, can oracle support suggest something on form personalization rule?
Rule that gets fired after customer PO is entered and updates the sales agreement number field as null

Steps Taken to Debug Issue:
Verified with COE, there is no seeded defaulting rule for 'sales agreement number' on order header
Also had customer look into using the following, However, The line defaulting rule setups mentioned is not the right solution because it is going to default the sales agreement number from header to line.

Use following setup for defaulting of agreement number to order line.
1. Order Management responsibility: Setup > Rules > Defaulting> for Order Line entity, attribute "Sales Agreement Number", define the defaulting rule as follows:

Defaulting Condition : Always
Defaulting Source Rule : Related Record
Default Source/Value : Order Header.Sales Agreement Number

2. Save it and then do: Tools-> Generate Defaulting Handler Package.

EXPECTED BEHAVIOR
Expect to have more control with defaulting of Sales Agreement

STEPS
The issue can be reproduced at will with the following steps:
1. Responsibility: Order Management Super User
2. Navigate: Setup > Rules > Defaulting> for Order Line entity, attribute "Sales Agreement Number", define the defaulting rule as follows:

Defaulting Condition : Always
Defaulting Source Rule : Related Record
Default Source/Value : Order Header.Sales Agreement Number

3. Save it and then do: Tools-> Generate Defaulting Handler Package.

Cause

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