Set Flexible PO Approval Limits

• Establish the process for limit-base approvals.
• Define a descriptive flexfield (DFF) on the Supplier Site to record the Amount threshold limit. If the DFF is blank, there is no limit.
• Add PO Create Documents workflow attribute “Is PO Line within Tolerance?”, which will call a custom code.
• Add workflow activity “Is PO Line Under Threshold?” to the “Create and Approve Purchase Order or Release” process, following the activity “Is Automatic Approval Allowed”. Output result of ‘No’ ends process. Output result ‘Yes’ launches the Document Approval Process.

• Define a custom code to select purchase order’s supplier_siter_id in the PO_VENDOR_SITES_ALL table. Compare all Purchase Order Line(s) Unit Prices to the Site DFF Amount. If no DFF Amount has been defined, substitute 999,999,999. If any Line’s Unit Price is exceeds the DFF Amount, do not submit the PO to the PO Approval Workflow. The PO will remain at Incomplete status and the buyer must approve the PO manually.
• Optionally, create an Oracle alert to send a listing of the POs being held to the supplier. The alert could contain the Creation Date, PO Number, Line Number, Supplier Item Number, Quantity Ordered, Unit Price, Buyer Name.