7
Description of problem:
When we create a purchase requisition for a procurement category or item linked to the purchase agreement, max value is not enforced correctly. In case of multiple purchase requisition or multiple lines on a purchase requisition with each line or requisition value within the remaining value of the agreement but exceeding the agreement value in total the agreement max limit is bypassed.
Ex: Purchase Agreement (PA1) value = GBP 5000 (procurement category 1) - Max is enforced
Purchase Requisition 1 = GBP 4900 (procurement category 1), agreement linked -PA1
Purchase Requisition 1 = GBP 4900 (procurement category 1), agreement linked -PA1
Now if both PR 1 & PR 2 are converted into separate PO's then the spend value (GBP 4900+4900) will exceed the agreement value (GBP 5000)
Repro steps:
1. Create a new Purchase Agreement (Procurement and sourcing - Purchase agreements - Purchase agreements - New)
2. Specify the agreement header detail and select default commitment as product category value commitment.
3. Specify the procurement category on the line level and specify the value as 5000.
4. Mark 'Max is enforced' as Yes (Purchase agreement - Line details - General - Commitment - Max is enforced)
5. Confirm the agreement (Purchase agreement ribbon bar - Generate - Confirmation - Ok)
6. Create a purchase requisition (Procurement and sourcing - Purchase requisitions - All purchase requisitions - New)
7. Specify basic details on create purchase requisition form and click on Ok.
8. Add line on the purchase requisition - specify the basic details and select the same procurement category and supplier as that in the contract and specify the net amount as 4900.
9. Check the agreement linked to the line is the same agreement that was created in step 1 to 5. (Purchase requisition line details - Details - References - Purchase agreement)
10. Submit the requisition to workflow
11. Follow step 6 to 10 and create another purchase requisition with same details
12. Approve both the requisitions in workflow
13. Setup should ensure that the Purchase Order is automatically created once the requisitions are approved
14 Check the remaining amount in purchase agreement after PO's are created from the requisitions
When we create a purchase requisition for a procurement category or item linked to the purchase agreement, max value is not enforced correctly. In case of multiple purchase requisition or multiple lines on a purchase requisition with each line or requisition value within the remaining value of the agreement but exceeding the agreement value in total the agreement max limit is bypassed.
Ex: Purchase Agreement (PA1) value = GBP 5000 (procurement category 1) - Max is enforced
Purchase Requisition 1 = GBP 4900 (procurement category 1), agreement linked -PA1
Purchase Requisition 1 = GBP 4900 (procurement category 1), agreement linked -PA1
Now if both PR 1 & PR 2 are converted into separate PO's then the spend value (GBP 4900+4900) will exceed the agreement value (GBP 5000)
Repro steps:
1. Create a new Purchase Agreement (Procurement and sourcing - Purchase agreements - Purchase agreements - New)
2. Specify the agreement header detail and select default commitment as product category value commitment.
3. Specify the procurement category on the line level and specify the value as 5000.
4. Mark 'Max is enforced' as Yes (Purchase agreement - Line details - General - Commitment - Max is enforced)
5. Confirm the agreement (Purchase agreement ribbon bar - Generate - Confirmation - Ok)
6. Create a purchase requisition (Procurement and sourcing - Purchase requisitions - All purchase requisitions - New)
7. Specify basic details on create purchase requisition form and click on Ok.
8. Add line on the purchase requisition - specify the basic details and select the same procurement category and supplier as that in the contract and specify the net amount as 4900.
9. Check the agreement linked to the line is the same agreement that was created in step 1 to 5. (Purchase requisition line details - Details - References - Purchase agreement)
10. Submit the requisition to workflow
11. Follow step 6 to 10 and create another purchase requisition with same details
12. Approve both the requisitions in workflow
13. Setup should ensure that the Purchase Order is automatically created once the requisitions are approved
14 Check the remaining amount in purchase agreement after PO's are created from the requisitions
STATUS DETAILS
Needs Votes
Administrator on 10/1/2020 7:59:30 AM
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.