Over Awarded Amount For Service Line Types Creates Additional Line (Doc ID 3049382.1)

Last updated on SEPTEMBER 24, 2024

Applies to:

Symptoms

Incorrect accounting generated in the first line of the Purchase Order (PO) that represents the excess amount.

When a fully awarded amount based RFQ (Request for Quotation) from a Requisition is converted into a Standard Purchase Order (PO),
and the vendor's quote exceeds the Current Price of the RFQ, the system automatically creates two lines in the resulting PO. The first line
represents the excess amount beyond the RFQ price, while the second line corresponds to the amount specified in the original Requisition.

This behavior is a standard feature in Oracle. However, an issue arises because the account information generated for the first line does not
mirror the details from the Requisition. It's important to note that the account used for the first line is sourced from the PO Default Account
of the Buyer who created the PO. This first line is not directly linked to the Requisition. In contrast, the account generated for the second line,
which remains linked to the Requisition, behaves correctly. It copies all of the information from the Requisition, including Project Information
and any values in the Descriptive Flexfields (DFF), which is the desired behavior.

This issue only occurs for Amount based lines. When using
quantity based lines the resultant PO has one line with all the quote included and project accounting is included in the distribution. With amount
based lines the original quoted amount is placed on one line and the excess award amount is created to a separate PO line with no project
information on the distribution for that excess award line.


STEPS
-----------------------
1. Create Requisition with project related info in the distributions and have it fully approved
2. Create RFQ from the Requisition created in Step 1 with an outcome of Standard Purchase Order.
3. Publish the RFQ for bidding
4. Vendor must provide quote of the RFQ higher than the original price (for ex. Requisition has 10, but award quote has 15 which is 5 over)
5. Award the RFQ that has a higher bidding than the original price
6. Convert the RFQ to Standard PO and 1 po line for the original qty 10 and another line for the additional qty 5 is created
7. The original PO line for qty 10 has the distributions with Project data, the second line for the over award/additional qty of 5 does not have the Project data populated.

Changes

Cause

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