Incomplete PO Change Order

 

PO change requests will show in ‘Incomplete’ status if they are not submitted for approval.

Creating and saving the change requests is an incomplete process and Oracle Cloud will move it to ‘Incomplete’ queue. When a PO has an incomplete change against the PO cannot be closed.

Why does an Incomplete change order status occur? If the change order is saved but not submitted or if a change order is saved and an error occurs which will not allow user to submit the change request.

When editing a PO if you choose not to proceed or get an error and are unsure what to do.

Always go to Actions and select delete. This will remove the change order. If you simply close the screen the incomplete change will remain applied to the PO.

Below will show how to remove and how to submit an incomplete change order.

 

 

How to remove an incomplete change order when the change is not needed

 

Select Manage Requisitions from Quick Actions or select Purchase Requisitions.

Within Purchase Requisition view, select Manage Requisitions.

 

 

 

Search by the REQ number or entered by name. If you try to search by PO, you must enter the REQ # or another field denoted by ** mandatory field, at least one must be selected. Select the REQ # in blue.

Once the requisition details populate, select Actions, Edit Order

 

Select Actions again, click on delete.

 

A warning notice will advise the selected change order will be permanently deleted, select YES.

Note:  ensure warning states change order will be deleted, to ensure you do not accidentally delete the requisition.

 

 

How to remove an incomplete change order when the change is needed

 

Select Manage Requisitions from Quick Actions or select Purchase Requisitions.

Within Purchase Requisition view, select Manage Requisitions.

 

 

 

 

Search by the REQ number or entered by name. If you try to search by PO, you must enter the REQ # or another field denoted by ** mandatory field, at least one must be selected. Select the REQ # in blue.

Go to Actions and click ‘Edit’

Select Actions, Validate, if there is an error, it will populate

In this case there is an error, which would not allow the change order to be submitted. The issue with the change is the receipt and the invoice amount exceed the order amount.

Open another Oracle instance or Save and close. Go to Manage Requisitions, select REQ # in blue. Select Line Life Cycle, for the line you wish to change

Click on the receipt number and invoice number to view receipt and invoice amount applied to line.

Receipt amount and invoice amount are for $ 149.51 but the order quantity is being changed to $119.51 This amount is less than the receipt or invoice, you cannot make this change. The requested change amount should be $149.51, reduction of $14.96.

 

 

The supplier only billed for line #1 this amount should be corrected to $149.51

 

Edit of PO line #1 now matches and line #2 if it will not be billed, is canceled.

 

Select SAVE, Select Actions, Validate

 

Notice: No errors or warning were found; this means the PO change is correct.

Select OK, and Submit

 

Notice change was successfully submitted for approval.

 

Change was approved, PO fully matches and automatically closed.