Oracle Payables Unmatched Invoice Hold

Date: 25-July-2018
EBS Version: 12.1.3


Business Case: 

Invoices that does not match to a PO (Unmatched Invoice) should go on HOLD.

Reason:

Approval or review not required for invoices that are matched to PO.
Because Purchase Orders documents are already approved.
However if the invoices that are not matched to a PO, business want to review them prior to payments.

How to achieve:

There are 2 options:

1. Custom Hold
2. Supplier Site hold.


Custom Hold:

Create new hold and apply hold using custom program. You may have logic to select invoice to apply hold.

Supplier Site Hold:

This is very standard approach which involves NO additional coding.

If you want to do for specific SUPPLIER then follow below steps:

Go to Payables Manager, Suppliers, Entry
Query supplier, go to Invoice Management Tab
Identify site that needs to go on hold.



















After invoice is created and validated, you will see hold got applied.

hold name is: Matching Required
hold reason: Invoice is not matched to any PO

You may manually release hold and process for payments.


Enable for all Suppliers:

If you want to do for all SUPPLIERS then enable the flag for all existing Supplier Sites.

To default the flag for future Suppliers pleas follow below steps:

Go to Payables Manager, Setup, Options, Payable System Options

Thanks for visiting my blog

Cheers

Suren

Steps to remove Related Application links from PO_PO_APPROVE_PDF_OAF notification

Date: 12-July-2018

Environment: R12.1.3

Agenda: Today will see how to remove "Open Document" link available under "Related Application Links" in Purchase Order Workflow Notification.

Follow below steps:

1. First open the PO Approval Workflow from the database using the Workflow Builder Client software

2. Then open the Messages menu and open the message with internal name “PO_PO_APPROVE_PDF_OAF”  

3. Expand the message and select on Open Document attribute and delete it.

4. Upload the workflow to the database.

5. Now create a new PO and submit for approval and confirm the Related Application links are not there. 

6. If you still see the link then the issue could due to "Preserve Customization" option enabled at the message. Uncheck the option and correct to correct access level, save the workflow and upload to database.


[Alternate approach]


1. Modify PO Approval workflow to call custom function to reset value to "OPEN_FORM_COMMAND" attribute.

2. "OPEN_FORM_COMMAND" get the value from PO_REQAPPROVAL_INIT1.Set_Startup_Values. So once you write with NULL then the link will disappear.

       wf_engine.SetItemAttrText ( itemtype   => itemType
                                 , itemkey    => itemkey
                                 , aname      => 'OPEN_FORM_COMMAND'
                                 , avalue     => 'NULL'

                                 );