Edit the PO sent for suppliers through "PO Output for Communication" or Inquire>View Document PO PDF Out Put

Dear All,

I would like to share my recent exprieance in editing the PDF PO report that opens from the PO screen or the PO summary screen going to INQUIRE>VIEW DOCUMENT this is the same report that will be communicated to suppliers if the e-mail PO options are set properly.

Here is what I did to change the layout,

First Check :
Purchasing > setup > Organizations > Purchasing options > control tab > PO Output format it should be PDF if not you are not using XML Publisher !


Logon with respo XML Publisher Administrator and navigate to "Templates" > search for Template with name "Standard Purchase Order Style sheet" , Application: Purchasing and click on it in the search result.

Download the original templates or your can duplicate a template from the original template

Click on the Download link to download the .xls file to your local disk. Make the necessary changes to the code , save it and open the duplicated template that we have created before in the XML publisher and press the update pencil mark and upload the file that your have made changes to and press apply.

The rest of the fields in the template definition should be equal to the standard templates (so just copy & paste the values from there, because I don't know what is in the entire code).

IN Purchasing

login with a PO Administrator/Superuser responsibility:
1.(in Purchasing) > Setup > Organizations > Purchasing Options > tab Control > set "PO Output Format" = PDF

2. (in Purchasing) > Setup > Purchasing > Document Types > find Document Type "Purchase Order - Standard" > set Document Type Layout = "XX Purchase Order Style sheet" (put the name of your custom template here!)
3. Now if we try the PO Output for communication. If everything worked well, we should see a PO in PDF format with the changes that you have made to the code.

This will affect only the draft PO's that are at present and the PO's that are already in Approved state will not display with the updated layout, Only the new PO's that will be approved after update of the "Document Type Layout" will be affected with the new changes. Still I have not found why this dose not affect old PO's. If I get a answer sure will post here.

But the code dose not look like a normal SQL code its in XML FO it seems, But I was able to make some changes by trial and error methods , still I have not completed with the code. But it works !!


Thanks & Regards,
S.Grace Paul Regan
965(66382159)

What is the Difference Between "Open/Close Periods" and "Control Purchasing Periods" in Oracle Purchasing ?

1. Control Purchasing Periods
(Purchasing-->Setup -->Financials --> Accounting-->Control Purchasing Periods

This controls the Purchasing Periods.
Purchasing periods controls ledger entries to the Receiving Sub Ledger.


The purchasing period must be open to process Purchase Orders and Receipts(if you need to deliver
PO to Inventory, the transaction date must fall within the Inventory Accounting Periods as well). If Budgetary Control/Encumbrance Accounting is enabled, Purchasing verifies that the GL Dates you provide on Purchase
Order distributions and requisition distributions are within an open Purchasing period. If Centralized
Procurement is being implemented , it must be ensured that the Purchasing periods remain Open in all
business units that you are likely to process Purchase Orders and Receipts.


2. Open/Close Period

(Purchasing-->Setup-->Financials --> Accounting-->Open/Close Period).
This controls the GL periods. GL periods control postings and journal entries in GL.

Collected information from Oracle Metalink and Posted by,

S.Grace Paul Regan

How to Close very old Notifications Appearing in your Notifications alert area !

Dear All,

If a Notification requires a Response then one will not be able to close and delete it from the Inbox before it is being responded to.

If a Notification has a Cancel / Reassign/ Retry option, hitting the Cancel button will delete it from the Inbox/ Worklist .

If a Notification does not have any current actions open one can conduct the 2 following options to delete it from the Inbox/Worklist

1 - Select the Notification and Select the Close button from the Worklist.

If there is no Close option then :

2 - Run the Purge Obsolete Workflow Runtime Data program for the Item Type in question ( for example Contract Alert,Contract Approval ) from the System Administrator responsibility to clean out Notifications which do not require a response that are older than a certain number of days determined by the number that you enter into the Age parameter of the Concurrent Request.

Thanks & Regards,
S.Grace Paul Regan