How To Reset a Purchase Order or Requisition From In Process or Pre-Approved To Incomplete/Requires Reapproval For Isolated Cases

(Doc ID 390023.1)

Last updated on OCTOBER 03, 2017

Applies to:

Oracle Purchasing - Version 11.5.9 to 12.2 [Release 11.5 to 12.2]
Oracle iProcurement - Version 11.5.10.2 to 11.5.10.2 [Release 11.5]
Information in this document applies to any platform.

Goal



Purchasing uses different document statuses to indicate different stages of approval of a document. 'In process' and 'Pre approved' stages indicate the document is undergoing approval and therefore in these states, the document is not available for editing and can only be viewed by the user in the summary screens.

During approval, sometimes purchasing documents get stuck in workflow, due to:

  1. Temporary approval workflow error. There is no error for new documents.
  2. Workflow being purged even when the po approval is active. There is no workflow activity for the item type and item key associated to the document. Enhancement Request <Bug 10390644> - FEATURE TO PREVENT IN PROCESS / PRE-APPROVED DOCUMENTS WITH CANCELLED WORKFLOWS has been logged to help address this area. This enhancement request is asking for logic to prevent or provide feature to automatically address POs that have workflows cancelled while they are still IN PROCESS.  Once they are cancelled they can be purged which can lead to the PO being IN PROCESS with no workflow data situation. 
  3. A data corruption existing on the document. If there is some incorrect data entered in the document which needs correction and there is no notification in the worklist so the document can be rejected.

A example of temporary approval workflow error occurs when a workflow related package is invalid. In such a case the workflow errors out. However the same can be revoked after the package is made valid and the erroring workflow activity is retried.

For cases where there is NOT a pending notification and the workflow cannot be progressed using wfretry, is there any other alternative?

Solution

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