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Auto Sourcing And Auto Create / Release Checklist (Doc ID 417966.1)

Last updated on DECEMBER 04, 2019

Applies to:

Oracle Purchasing - Version 11.5.10 to 12.2 [Release 11.5 to 12.2]
Information in this document applies to any platform.

Purpose

This note is to serve as a checklist to identify the most frequent causes when auto sourcing or auto creating not yielding expected results.

Auto sourcing and auto releasing are complimentary but independent functions. A requisition line can be auto sourced but may not be auto released, and a manually sourced line may be auto released.

Sourcing can be partial or full. Partial sourcing defaults the supplier and the supplier site only. Full sourcing will default the source document BPA, Quote or Global BPA as well.

Following actions trigger sourcing code to find the supplier, supplier site and the source document for a given item - destination organization combination;
· Running Requisition Import program, if po_requisitions_interface.AUTOSOURCE_FLAG is set to P or Y.
· Populating or updating any of the following fields in in Enter Requisition form
  - item number
  - destination organization
  - destination location
  - need-by date
  - supplier
  - supplier site

Create Documents program can find the Contract Agreement as the source document if the conditions are met and the requisition line is already partially sourced.

Result of sourcing can be verified by checking the supplier, supplier site, source document type and the source document number fields on the requisition line.

Troubleshooting Steps

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In this Document
Purpose
Troubleshooting Steps
 Checklist for Supplier Sourcing
 Checklist for Document Sourcing with profile PO: Automatic Document Sourcing set to “No”
 
Checklist for Document Sourcing with profile PO: Automatic Document Sourcing set to “Yes”
 Checklist for using CREATEPO workflow where source document is Global BPA, BPA or Quote
 Checklist for using CREATEPO workflow where source document is a Contract Purchase Agreement
 Checklist for using Create Releases concurrent program
References

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