Scribd
Upload
84 views5 pages

How To Source Non Purchasable Agreement Based Lines Internally

This document describes a feature that allows items on blanket purchase agreements to be sourced internally even if they are no longer purchasable. The feature was introduced to address scenarios where an item's purchasable attribute is changed to no but agreements still reference the item. When the feature is enabled and the item meets certain criteria, it will source internally rather than from the supplier. This overcomes errors that previously occurred for inventory destinations in particular. The feature gives more flexibility for requesting items via agreements after they are no longer available for external purchase.

Uploaded by

Mohmed Badawy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
84 views5 pages

How To Source Non Purchasable Agreement Based Lines Internally

This document describes a feature that allows items on blanket purchase agreements to be sourced internally even if they are no longer purchasable. The feature was introduced to address scenarios where an item's purchasable attribute is changed to no but agreements still reference the item. When the feature is enabled and the item meets certain criteria, it will source internally rather than from the supplier. This overcomes errors that previously occurred for inventory destinations in particular. The feature gives more flexibility for requesting items via agreements after they are no longer available for external purchase.

Uploaded by

Mohmed Badawy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 5

How to source non-purchasable items on Agreement lines internally

Background:

Self Service Procurement introduced a feature a few releases earlier that allowed customers the
option to source an item internally for expense destinations, even if it was on a blanket purchase
agreement through the Opt-in based feature: Fulfill Expense Requisitions for Agreement Based
Catalog Items from Internal Sources.

Design Logic of that feature:

Given an internally orderable item that is also purchasable and backed by a blanket purchase
agreement, the following will occur when the user adds the item to the shopping cart:

1. For Expense destinations:


o If the feature is opted in, the system will try to source it internally and the
destination organization will be the default source. If a source organization is unable
to be determined, then it will source from the agreement (Supplier)
o If the feature is NOT opted in, the system will always source the item from the
agreement (Supplier)
2. For Inventory or Work Order destinations:
o When user adds the item to cart, system will always source the item from the
agreement (Supplier)

Customer Requirements post introducing this feature:

There was one use case that a few customers then pointed out where there was still some
enhancements needed.

Scenario: The item is no longer purchasable as defined in the item definition but still continue to
have active agreements using it. In this case, the customers did not want us to source this item from
the agreement (Supplier).

This leads to the feature that’s introduced in Update 22A. Here are the relevant details.

Feature:

Entitled Internal Transfers Allowed for Agreement-Based Items That Aren’t Purchasable, this
feature enables internal material transfers for agreement-based items that aren’t purchasable in the
deliver-to organization in both expense and inventory destinations.

NOTE: The destination type of ‘Work Order’ is excluded from scope as these are not internal transfer
eligible.

Customers gave us two main use cases to consider in designing this solution:

Phase Out: In our organization, we want to first procure the item from a supplier and stock in
inventory. Once it is stocked, we want to phase out the item by keeping it only available for internal
transfers. What that means is, the attribute 'Purchasable' gets set to No. But active agreements that
carry that item have no corresponding uptake of this change and hence continue to remain active
and available for requesters to shop in our Shopping flows. And these agreement lines can’t be
manually expired immediately for different reasons. Even if the BPA is active and available, we want
the items to be always sourced internally as it isn’t purchasable anymore.

Source Internally if Not Purchasable: We don’t want the item to be purchasable (Do not want to
source it from suppliers), but want to leverage the agreement lines to setup the item with different
UOMs to give more flexibility and options for our requesters. And these items should always be
sourced internally.

Solution Overview:

Given these:
 Item is internally orderable
 Item is available on a blanket purchase agreement
 Item is no longer purchasable in the destination organization

AND
Given that these two profile options are in play:
Profile Option: ORA_POR_SOURCE_NONPURCHASE_BPAITEMS_INTERNALLY
Opt-in: Fulfill Expense Requisitions for Agreement Based Catalog Items from Internal Sources

Decide if the item will be either sourced internally or not sourced at all.

Design Logic:
If this new profile option is enabled, then the system will source non-purchasable items internally
always. The Opt-in does not come into play in these cases. This is illustrated in the table below:

Profile Option Opt-in Destination Outcome


Type
No Not applicable for Inventory System will display an error when item is
Inventory added to cart.
destinations
No Expense
Yes Expense Source Internally
Yes Not relevant Expense Source Internally
Not relevant Inventory Source Internally

Steps to enable this feature:

In the Manage Administrator Profile Values task, set the site level value to Yes for this profile option.
Note that the default value is No.

 Internal Transfers Allowed for Agreement-Based Items That Aren’t Purchasable (Code:
ORA_POR_SOURCE_NONPURCHASE_BPAITEMS_INTERNALLY)
 Level: Site
 Value: Yes

Note: These conditions must be met to source the item internally

 Feature Internal Material Transfers is opted-in


 Item is internally orderable
 User has the privilege Create Requisition for Internal Material Transfer
 User has access to the master item through his/her catalog content zone setup

Example: Let’s see an example for Inventory destination how the feature works

Item “IMT Item01” is enabled for internal transfers

Item “IMT Item01” is available on a blanket purchase agreement


Item “IMT Item01” is no longer purchasable

The feature isn’t enabled - for Inventory destinations, when the agreement-based item is added to
cart, an error will be raised.

The feature is enabled - for Inventory destinations, when the agreement-based item is added to cart,
it will be sourced internally from a different organization & the quantity is converted from BPA
Lines’s UOM (Box of 5) to source organization's primary UOM or Unit of Issue.

You might also like