My Oracle Support Banner

Closing Requisitions Associated To Rolled Over POs (Doc ID 2325413.1)

Last updated on NOVEMBER 07, 2017

Applies to:

PeopleSoft Enterprise SCM Purchasing - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

A PO rollover is performed using the liquidate and roll method AND by marking the Finalize Requisition checkbox. Any remaining encumbrances in the prior budget period are liquidated and the system creates new distribution lines and encumbrance entries in the new period. Original distribution lines will get either closed or cancelled, depending on whether they were vouchered or not, to make room for the distribution lines.

When trying to close a requisition that is associated to a rolled over PO, this message appears:

"The Requisition cannot be closed.  It is associated to PO(s). (10225,37)
To close this Requisition, its associated PO should be closed and its PO Budget Hdr Status should be valid."

The system is should allow the closing of a Requisition if one of it's lines is associated to a closed distribution line on a PO.


STEPS
----------------------

  1. Create a Requisition
  2. Source Requisition to a PO
  3. Save, submit, and budget check the PO
  4. Add a second line to the Distribution and split the percentage
  5. Save, submit, and budget check the PO
  6. Roll the PO
  7. Dispatch the PO
  8. Partially Receive the PO (received against the first distribution line on the PO)
  9. Create a Voucher using the PO Receipt
  10. Save and Post the Voucher
  11. Rollover the PO, using the Liquidate and Close method, ensuring that the Finalize Requisitions checkbox is marked
  12. Review the PO and notice that sourced distribution line is closed and that the added distribution line is closed and a duplicate created for the next period
  13. Use the Requisition Workbench to close the Requisition that sourced the PO
  14. Click the Override button and the following message displays:  "The Requisition XXXXX cannot be closed.  It is associated to PO XXXXXX (10225,37).  To close the requisition, its associated PO should be closed and the PO Budget Hdr Status should be valid"

 

Cause

To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!


My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.