Contract Released Amount Exceeds the Contract Maximum Amount for a Vendor Contract
(Doc ID 1581899.1)
Last updated on JUNE 19, 2017
Applies to:PeopleSoft Enterprise SCM Purchasing - Version 9 to 9.2 [Release 9]
Information in this document applies to any platform.
Contract Released amount exceeds the maximum amount for a Contract for an Item having multiple UOM's at Item Vendor UOM level. System does not validate
the contract maximum amount at PO auto source process.
Steps to replicate the issue:
1)-Navigate to Item-Define Items and Attributes-Define item-Find an Existing Value-Look for Item ID 10004
2)-Click on Purchasing Item Attributes
3)-Click on Item Vendor Tab-Check for Vendor ID ,”BOOKS4U”
4)-Click on Item Vendor UOM-Check that there are 2 UOM’s with default as BOX and other UOM is EACH
5)-Create a Contract-Navigate to Purchasing > Procurement Contracts> Add/Update Contracts > Add/Update Contract
6)-Add a General Contract with Vendor BOOKS4U and Item 10004. Contract Maximum amount is 50000.
7)-Check line details for Contract Entry
8)-Save the Contract
9)-Create Contract Releases-Populate and Save the Release Template.
10)-Stage the Releases-Click YES on Pop Up message for setting Defaults
11)-Check the Staged Releases-Save the Page.
12)-Auto Source the Contract to Purchase order. Navigate to Purchasing > Purchase Orders > Stage/Source Requests > PO Auto Sourcing
13)-Check the PO Created-Add/Update PO-Look for existing PO’s
14)-Lets change the PO Qty from 200 to 150 and Save the PO again. The amount is now 37500.
16)-Check the Contracts in Add/Update Contract for released Amount
17)-Check the Review Releases tab in the Contract Page.The amount still shows 50000. It should show 37500. However ,This is not the core issue reported by customer.
18)-Navigate to eProcurement- Create Requisition- Add an Item 10004 again with Qty 75
19)-Check the Line details for the Requisition-Associate a Contract in the requisition-Ensure that Inventory Source flag is Unchecked.
20)-Save and Submit. Check the Requisition amount
21)-Run the PO Auto Source Process-Navigate to Purchasing > Purchase Orders > Stage/Source Requests > PO Auto Sourcing
22)-Check the PO Created
23)-Check the Contract Associated-This is the issue raised by customer. PO should not created as it has exceeded contract amount.
24)-Check the Contract again in Add/Update Contract. As we can see the releases amount has exceeded the maximum amount.
To view full details, sign in with your My Oracle Support account.
Don't have a My Oracle Support account? Click to get started!
In this Document