PO Close and Blanket Release Close
Overview and Disclaimer
PO Wizard provides a ‘PO Close’ and ‘Blanket Release Close’ Template which enables you to ‘Close’ or ‘Finally Close’ Purchase Orders, Blanket Releases, Lines and Shipments.
Note – At this time there is no public API which can be used to execute the control actions: mass Close or Finally Close, Freeze or Unfreeze, or Close for Receiving for Purchase Orders and Blanket Releases.
Example of PO Close Header
They can only be closed using the standard control action: Purchasing Responsibility > Purchase Orders > Purchase Orders Summary > Query for Purchase Order > (M) Tools > Control > Close/Finally Close/Freeze/Unfreeze/Close for Receiving.
This feature has been requested and Enhancement Requests (ER) Bug 3227387 and Bug 4711021 have been logged with development. These ERs will be reviewed and considered by Oracle development for a future release.
This information was extracted from the Oracle Support Document: Cancel and Close Frequently Asked Questions (Document Control FAQ for Purchase Orders and Requisitions) [ID 1261814.1]:
Release 12.1 has a new concurrent programme ‘Mass Close of Purchasing Documents’ where users can close, but not finally close orders that meet the parameter search criteria.
As many customers have this requirement, developers around the world have used the private Oracle Purchasing API “po_actions.close_po” to meet their needs.
The functionality in this tool also uses the Oracle Purchasing Private API to achieve requested functionality.
This functionality should be tested thoroughly before using on Production systems as Oracle may not support problems caused by the use of an unsupported API.
As this is a custom call to an Oracle API and not run through a supported interface you must set the profile ‘More4Apps: POW Enable Purchase Order Close Processing’ to ‘Yes’ to acknowledge and enable this functionality in the Wizard.
Note: You will need to Logout and Login again for this setting to take effect, if you had already logged into the Wizard and then changed this profile in Oracle EBS.
This functionality is only available in Wizard version 2.1.00 or later.
Note: New functionality has been added to POW Version 4.0.40 onwards to allow PO Close template to close Blanket Agreements too. A read only column ‘Document Type’ has been added to PO Close, Cancel PO & Change API worksheets to identify PO type when downloading.
From version 4.5.28 Blanket Release Close functionality has been added to allow close Blanket releases.
From the Purchase Order Wizard ribbon click the ‘Select Wizard Mode/Template’ button and from the ‘Mode’ dropdown select the 'PO Close' or ‘Blanket Release Close’ option:
- Click the 'Create New' button to create the 'PO Close' or ‘Blanket Release Close’ Template and click ‘OK' to close the form.
- Note the ‘Disclaimer – Mass Close/Finally Close functionality’ and remove.
- Download the desired records.
- Double-click on a cell in either Header, Line Information or Shipments to invoke the form for the applicable section.
- From the 'Action' LOV, select a close Action and Closing Reason. Click ‘OK’.
- Click the ‘Upload’ icon and select ‘Upload Selected’ to update the appropriate statuses in Oracle.
Note:
1. If closed at Header level, the Line Information and Shipments are also closed by default.
If closed at Line Information level the Shipments are also closed by default.
If closed at Shipments level, only the Shipment is closed.
2. If only one line exists and you close the associated shipment, Oracle will close the PO line as well.
3. The only levels that will be closed are where the ‘Action’ code has been entered. Any other records that exist in the sheet will not be passed to the API.
4. When utilizing ‘Finally Close’ option you may get the following error messages from the API:
• SUBMISSION_FAILED – Record is ‘locked’ by user or there is a PO release still open.
• Request failed – There are receipts against the order not matched to an invoice.
• STATE_FAILED – When PO status is Incomplete, In Process or Requires Reapproval.
For example to close a Shipment you must have a PO Number, PO Line Number and Shipment number in the Wizard. Enter an ‘Action’ in the Shipment section and the API will only instruct Oracle to initially close the Shipment before it determines what other rollup closures apply.
Header
PO Close Header
Blanket Release Close Header
Enter the details directly into the form and/or select from the list of values provided (if applicable).
PO Close Lines
Enter the details directly into the form and/or select from the list of values provided (if applicable).
Shipments
PO Close Shipments
Blanket Release Close Shipments
Enter the details directly into the form and/or select from the list of values provided (if applicable).
Click here to watch ‘PO Close’ functionality.
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