EProcurement Change Request To Decrease PO Does Not Update PO Match Status (Header And Line)

(Doc ID 2409930.1)

Last updated on JUNE 11, 2018

Applies to:

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

Symptoms

Issue:- The ePro change request process to decrease the PO does decrease it, but it does not update the PO Match Status (header and line) appropriately such that the PO would qualify for close.

 

Steps To Reproduce the Issue:-

Setup:-
1.Verify Purchasing Definition is set to Require Matching

2.Setup Financials/Supply Chain > Business Unit Related > Purchasing > Purchasing Definition

Verify Purchasing Definition is set allow Close Short

3.Setup Financials/Supply Chain > Business Unit Related > Purchasing > Purchasing Definition
Verify Purchasing Definition is set with PO Workflow turned off

4.Setup Financials/Supply Chain > Business Unit Related > Purchasing > Purchasing Definition
Verify Purchasing Definition is set with the correct Change Options. Additionally, Req Workflow is turned off

5.Setup Financials/Supply Chain > Business Unit Related > Purchasing > Purchasing Definition
Verify Purchasing Options are set with Default Amount Only PO to “Do Not Receive” unchecked

6.Setup Financials/Supply Chain > Business Unit Related > Purchasing > Purchasing Options
Enter three requisitions, all for $5000.00, amount only.

Replication Steps:-
1.eProcurement > Requisition
Manually create POs for each individual Req. Approve and dispatch.

2.Purchasing > Purchase Orders > Add/Update PO
Receive $4500.00 against each PO.

3.Purchasing > Receipts > Add/Update Receipts
Query Req and PO data. Note that matching is required, it is partially received and To Match

4.Enter vouchers for each individual receipt. Match, Approve and Post vouchers.
Accounts Payable > Vouchers > Add/Update > Regular Entry
Run query for req, PO and voucher information.

Note: PO header and line match status is now P (partially matched)
 
5.Enter a change request on one of the requisitions. Decrease amount to $4500.00. This creates an ePro Change Request.

6.eProcurement > Manage Requisitions
Approve the change request, then process the change request.

7. Purchasing > Purchase Orders > Manage Change Orders > Process Change Orders
Issue:-Note that the PO change Order is created and the Matched status on PO and PO line still remains as P(Partially Matched) instead of matched


For PO Close Short Scenario(where it works perfectly)
1. Select one of the Purchase Orders for Close short. Click Apply Changes to PO. Click Submit Close Short Processing. This will create a change request with source of CRT.

2. Purchasing > Purchase Orders > Manage Change Orders > PO Close Short Workbench
Approve the change request, then process the change request.

3. Purchasing > Purchase Orders > Manage Change Orders > Process Change Orders

Note:- Note that the PO change Order is created and the Matched status on PO and PO line correctly updated to Matched

For Manual PO change order Scenario(where it works Perfectly)
1. Manually decrease PO amount on one of the POs to $4500.00

2. Purchasing > Purchase Orders > Add/Update PO


Observations:-
PO Line and header match status are updated to M (matched) for the POs that were decremented manually or by the Close Short functionality. The PO that was changed by the ePro change request was not updated. All three should act same and the PO header and line should update to M (matched).

Changes

 

Cause

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