Purchase Orders (POs) Sourced From Auto Sourcing Process Do Not Have The Correct Approval Status (Doc ID 1670639.1)

Last updated on JUNE 01, 2017

Applies to:

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

Symptoms

PO's sourced from Auto Sourcing process do not have the correct approval status . When PO's are sourced with the 'BuildPO's as Approved' checkbox enabled, the Purchase orders are coming as Approved, even though the dollar amount threshold is higher to trigger approval workflow.
 

Steps to reproduce the issue:

The issue can be reproduced at will with the following steps:


Scenario 1

1. Ensure Approval Workflow Engine is enabled for Purchasing > Purchase Orders at PO Change Option
2. Default PO status at Buyer Set up is Pending Approval/Approved
3. PO Monetary criteria for Approval to trigger is more than 500 USD
4. Create a Requisition for more than 500 USD -Save and Submit the Requisition to Approved
5. Run PO Auto Source with "Build PO as Approved" checked
6.Check the PO created. It is Showing as Approved. It should be Pending Approval.
7. Lets Verify this by creating a new PO for same item, qty and price. As we can see Workflow got triggered

Scenario 2

1. Ensure Approval Workflow Engine is enabled for Purchasing > Purchase Orders at PO Change Option
2. Default PO status at Buyer Set up is Pending Approval/Approved
3. PO Monetary criteria for Approval to trigger is more than 500 USD
4. Create a Requisition for more than 500 USD -Save and Submit the Requisition to Approved
5. Run PO Auto Source with "Build PO as Approved" unchecked
6. Check the PO. The status is Open which is correct.
7. However when user clicks on Submit for Approval, PO goes to Approved status rather than pending approval.


Cause

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