Procurement

What is Match Approval Level Option and Invoice Match Option found at the Purchase Order Shipments Level?

Is it possible to change the Invoice matching option to Receipt instead of PO on a Purchase Order?

It is possible to change the Invoice Match Option on the shipment until a receipt has been created against the shipment.

What are the defaulting rules for the Match Approval Level option?

The below screenshot shows the defaulting rules for the Match Approval Level option

What is the significance of the profile option RCV: Processing Mode?

When receiving transactions are performed, data is written to the RCV_TRANSACTIONS_INTERFACE table (Status=PENDING) for subsequent processing based on the value of this profile option (ONLINE, IMMEDIATE, BATCH).

Online:

This is the most commonly used processing mode. When the user saves a transaction, no other application activity can be performed until the process completes. Either the number of records saved will be indicated for a successful transaction or an error message will be displayed. Uses Receiving Transaction Manager (executable RCVOLTM, located in $PO_TOP/bin).

Immediate:
When the user saves a transaction, the Receiving Transaction Processor concurrent program will automatically start and process the data in the RCV_TRANSACTIONS_INTERFACE table that was created for the Receipt. Control of the form is returned to the User who may then perform other application activities. Transaction errors that occur are written to the PO_INTERFACE_ERRORS table and can be viewed from the Transaction Status Summary. Additional information may be available in the log file for the Receiving Transaction Processor concurrent request (View/Requests). Uses Receiving Transaction Processor (executable RVCTP, located in $PO_TOP/bin).

Batch:
When the user saves a transaction, the data remains in the RCV_TRANSACTIONS_INTERFACE table until the Receiving Transaction Processor concurrent program is run via report submission. Control of the form is returned to the User who may then perform other application activities. When the Receiving Transaction Processor runs, it will process all PENDING records for PROCESSING_MODE=BATCH. Transaction errors that occur are written to the PO_INTERFACE_ERRORS table and can be viewed from the Transaction Status Summary Form.

What is the significance of the Pay On code setup at the supplier site?

This setup enables the automatic creation of supplier invoices. The value for this field defaults from the supplier site. There are 3 options available for this setup.

1. Receipt: Receipt is used for material that is not consigned. If you want to use the Pay on Receipt AutoInvoice Program to automatically create invoices based on receipts you enter for this supplier site, enter Receipt.

2. Use: For consigned POs, if the invoice needs to be created automatically, then either Use or Receipt and Use should be used. The supplier site must be a purchasing site. A receipt is used for material that is not consigned. Use is employed for consigned material. An accounts payable invoice is created after consumption advice records are generated at Inventory Level.

3. Receipt and Use: Receipt and Use is for material that can be either consigned or non-consigned material.

Defaulting Rules in Purchase Orders and Agreements

Purchase Order Defaulting Rules Doc