Purchase Order (PO) Status "Pending Approval" Before it is Saved (Doc ID 1566978.1)

Last updated on SEPTEMBER 13, 2016

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

PO Status changed to Pending Approval instead of Open before the PO has been saved.

The distribution of a purchase order line schedule is intentionally created so that the balance is higher than the total of the schedule. The application correctly gives an error message for this. However, if the user clicks this error message away and proceeds to click the "submit for approval" icon the application informs the user that the purchase order is not yet saved, and asks if the user would like to "Save the Purchase Order". After clicking "Ok"to save the PO, the application gives the first error that the total of the distribution is not equal to the schedule total, but the status of the PO is changed from "Open" to "Pending Approval" while the PO is not saved and no PO number is assigned. This is incorrect and confusing for the user.

It is expected to have the PO Status revert to Open before saving the PO, because the user may not wish to submit again the PO if there are errors and NOT "Pend Appr” - pending approval.


Setup Steps:

Purchase BU US003 Setup – workflow on
Buyer setup - Make sure the buyer’s setting “Default PO Status” is set to “Open”.

Steps to reproduce the issue:

1. Create express PO - Use US003
Create a purchase order in business unit US003 for vendor USA0000050, buyer VP1 and create 1 line for $10,000. Don’t save the PO!
2. Add an extra distribution line and populate the percentage field.
When you tab out of the percentage field, the following message appears:

Error:  Total distributed percentage exceeds 100%. Reset to the original value. (10207,55)


From this point, press the green tick icon to submit the PO to Pending Approval.
Click OK and now scroll up the page and tick the approve button to submit the order into the workflow.

3. The system asks you to save the PO. (Do you wish to save the current document? (10250,336)

Press Yes to message

4. Now the following message (10200,207) appears while the order is not saved, PO ID is NEXT, but the PO Status has been changed to Pending Approval.

Message:  Quantity or Amount is required. (10200,207)

5. If you save from this position , the Express PO is saved, but the PO Status = Pend Appr and the PO ID is assigned.



Expected Results:

It is expected to have the PO Status revert to Open before to save the PO, because the user may not wish to submit again the PO if there are errors and NOT "Pend Appr” - pending approval.

Cause

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