Purchase Order Control Matrices (Oracle Purchasing Help)


	Previous	Next		Contents	Index	Navigation	Glossary	Library

Purchase Order Control Matrices

The following matrices describes each of the purchase order control functions including information on where the control is specified, what purchase order activities can occur when a document is in a given state, the related MRP/ATP effects, related encumbrance effects, and finally, related requisition effects.

Control Details Actions

Close Close for Invoicing Close for Receiving

Document available to purge? Yes, if header final closed before Last Activity Date No No

Modify controlled entity? Yes Yes Yes

Action causes revision change? No No No

Print document? Yes Yes Yes

Receive against controlled entity? Yes Yes Yes

RTV against controlled entity? Yes Yes Yes

Invoice against controlled entity? Yes Yes Yes

Approve document? Yes Yes Yes

AutoCreate or Release against document? Yes Yes Yes

MRP/ATP Effect Closed quantity no longer available as supply; supply is recreated when reopened No effect Closed quantity no longer available as supply; supply is recreated when reopened

Encumbrance Effect No effect No effect No effect

Associated Requisitions No effect No effect No effect

Table 1 - 8. (Page 1 of 1)

Control Details		Actions
Close	Close for Invoicing	Close for Receiving
Document available to purge?	Yes, if header final closed before Last Activity Date	No	No
Modify controlled entity?	Yes	Yes	Yes
Action causes revision change?	No	No	No
Print document?	Yes	Yes	Yes
Receive against controlled entity?	Yes	Yes	Yes
RTV against controlled entity?	Yes	Yes	Yes
Invoice against controlled entity?	Yes	Yes	Yes
Approve document?	Yes	Yes	Yes
AutoCreate or Release against document?	Yes	Yes	Yes
MRP/ATP Effect	Closed quantity no longer available as supply; supply is recreated when reopened	No effect	Closed quantity no longer available as supply; supply is recreated when reopened
Encumbrance Effect	No effect	No effect	No effect
Associated Requisitions	No effect	No effect	No effect
Table 1 - 8. (Page 1 of 1)

Control Details Actions

Cancel Finally Close Freeze Hold Firm

Document available to purge? Yes, if header cancelled before Last Activity Date Yes, if header final closed before Last Activity Date No No No

Modify controlled entity? Cannot modify entity or below cancelled entity Cannot modify entity or below final-closed entity No Yes Yes

Action causes revision change? Yes No No No No

Print document? Yes Yes Yes No Yes

Receive against controlled entity? No No Yes No Yes

RTV against controlled entity? No No Yes Yes Yes

Invoice against controlled entity? Yes, against received qty. No Yes No Yes

Approve document? No if header is cancelled; Yes if line or shipment is cancelled No if header is final closed; Yes if line or shipment is final closed No No; documents on hold require reapproval Yes

AutoCreate or Release against document? Cannot add req to cancelled doc; cannot create release Cannot add req to final-closed doc; cannot create release Cannot create release against frozen purchase order No effect No effect

MRP/ATP Effect Cancelled quantity no longer available as supply Finally Closed quantity no longer available as supply No effect. MRP can suggest reschedule actions No effect MRP will not reschedule in or cancel the order. (See Note)

Encumbrance Effect Outstanding encumbrance reversed as a negative DR Outstanding encumbrance reversed as CR No effect No effect No effect

Associated Requisitions Determined by Purchasing Options: Never, Always, Optional Not returned to req pool; must manually final close or cancel associated req No effect No effect No effect

Table 1 - 9. (Page 1 of 1)

Control Details		Actions
Cancel	Finally Close	Freeze	Hold	Firm
Document available to purge?	Yes, if header cancelled before Last Activity Date	Yes, if header final closed before Last Activity Date	No	No	No
Modify controlled entity?	Cannot modify entity or below cancelled entity	Cannot modify entity or below final-closed entity	No	Yes	Yes
Action causes revision change?	Yes	No	No	No	No
Print document?	Yes	Yes	Yes	No	Yes
Receive against controlled entity?	No	No	Yes	No	Yes
RTV against controlled entity?	No	No	Yes	Yes	Yes
Invoice against controlled entity?	Yes, against received qty.	No	Yes	No	Yes
Approve document?	No if header is cancelled; Yes if line or shipment is cancelled	No if header is final closed; Yes if line or shipment is final closed	No	No; documents on hold require reapproval	Yes
AutoCreate or Release against document?	Cannot add req to cancelled doc; cannot create release	Cannot add req to final-closed doc; cannot create release	Cannot create release against frozen purchase order	No effect	No effect
MRP/ATP Effect	Cancelled quantity no longer available as supply	Finally Closed quantity no longer available as supply	No effect. MRP can suggest reschedule actions	No effect	MRP will not reschedule in or cancel the order. (See Note)
Encumbrance Effect	Outstanding encumbrance reversed as a negative DR	Outstanding encumbrance reversed as CR	No effect	No effect	No effect
Associated Requisitions	Determined by Purchasing Options: Never, Always, Optional	Not returned to req pool; must manually final close or cancel associated req	No effect	No effect	No effect
Table 1 - 9. (Page 1 of 1)

Note: Within the time fence created by a Firm order, MRP will not suggest new planned orders, cancellations, or reschedule-in actions; but it will suggest reschedule-out actions.

Contents

Index

Navigation

Glossary

Library