Mass Cancel:

Use the Define Mass Cancel window to specify criteria for cancelling groups of requisitions or purchase
orders that you no longer want to honor.

Purchasing selects for cancellation all purchase orders or requisitions that meet your other selection
criteria and have distributions falling completely or partially within these ranges.

Requisition - Use this option to submit MassCancel for Requisitions.

Purchase Order - Use this option to submit MassCancel for planned and standard purchase orders, and
blanket purchase agreements.

Select Cancel Backing Requisition Lines option to indicate that you want to cancel the backing
(recreating) requisition lines when you cancel a purchase order depends on the Cancel Requisitions
option in the Purchasing Options window as detailed below.

1) Cancel Requisitions option set to “Optionally”, and then the Cancel Backing Requisition
Lines option can be enabled or disabled while choosing the document type as “Purchase
Order”.
2) Cancel Requisitions option set to “Always”, and then the Cancel Backing Requisition
Lines option enabled automatically and grayed out while choosing the document type as
“Purchase Order”.
3) Cancel Requisitions option set to “Never”, and then the Cancel Backing Requisition Lines
option is grayed out while choosing the document type as “Purchase Order”.

If you set the Cancel Backing Requisition Lines option to Never, when you complete your MassCancel for
purchase orders Purchasing recreates the requisition (and requisition encumbrance if you use requisition
encumbrance or requisition budgetary control) from which you created your purchase order. Therefore,
you should define and run MassCancel for all your purchase orders before you define and run
MassCancel for your requisitions.

 Purchasing selects requisitions or purchase orders for cancellation that have creation dates
between the start date and end date you specify here.

Mass Cancel Listing:

Purchasing prints this report automatically after you define your purchase order or requisition cancellation
criteria in the Define MassCancel window and save your work.

The report is in four sections:

 1. Unable to Cancel Requisitions
2. Unable to Cancel Purchase Orders
3. Partially in Range Documents
4. Fully in Range Documents

After you review the Define MassCancel Listing, you can complete the MassCancel process using the
Run MassCancel window. You can cancel only purchase orders or requisitions which are Fully in Range
or Partially in Range.

When you cancel purchase orders or requisitions using this window, Purchasing reverses
encumbrances associated with your requisitions or purchase orders.

Purchasing prints this report automatically after you complete your Run MassCancel process.

The listing is in three sections:

1. Unable to Cancel Requisitions

2. Unable to Cancel Purchase Orders
3. Cancelled Documents

Controlling Documents:

Use the Control Documents window to control requisitions and requisition lines as well as purchase
orders, purchase order lines, releases, and shipments.

For requisitions, the only available actions are Cancel and Finally Close. Only control options
appropriate for the selected requisition or purchase order are displayed in the Actions field.

The following control actions are available in this window:

 Cancel - Purchasing recreates requisition encumbrances for the requisition lines you used to
create the purchase order if the Cancel Requisitions check box is not selected. Purchasing
uses the distributions from your cancelled purchase order to recreate the encumbrance for your
requisition.
 Close – You can close at the header, release, line, and shipment levels.
 Close for Invoicing – You can close for invoicing at the header, release, line, and shipment
levels. Note that if you close for invoicing a purchase order header that is currently open,
Purchasing sets the status of all purchase order shipments to Closed for Invoicing, but the
purchase order lines and header remain open. This status will not prevent you from matching
an invoice to the purchase order or to the receipt.
  Close for Receiving – You can close for receiving at the header, release, line, and shipment
levels. Note that if you close for receiving a purchase order header that is currently open,
Purchasing sets the status of all purchase order shipments to Closed for Receiving, but the
purchase order lines and header remain open.
 Finally Close – To prevent further actions on the purchase order. You can final close at the
header, release, line, and shipment levels. Purchasing automatically closes fully billed and
received purchase orders.
 Freeze – You can freeze only at the header and release level. You freeze a purchase order when
you want to prevent any future modifications to the purchase order. When you freeze a purchase
order, you can still receive and pay for goods you already ordered.
 On Hold – You can place a purchase order on hold only at the header level. This unapproves
the purchase order (status changed from Approved to Requires Reapproval) while preventing
printing, receiving, invoicing, and future approval until you remove the hold.
 Open – You can open at the header, line, and shipment levels.
 Open for Invoicing – You can reopen for invoicing at the header, line, and shipment level.
 Open for Receiving – You can reopen for receiving at the header, line, and shipment level.
 Release Hold – You can release a hold only at the header level.
 Unfreeze – You can unfreeze only at the header and release levels.

Important Profile Options:

PO: Allow Autocreation of Oracle Sourcing Documents

Yes or No indicates whether the buyer can create Oracle Sourcing documents from the AutoCreate
window. The default is No.

PO: Allow Buyer Override in AutoCreate Find

Yes or No indicates whether the suggested buyer (from the Enter Person window) defaulted into the Find
Requisition Lines window can be cleared or overridden. The default is Yes.

PO: Allow Category Override in AutoCreate Find

Yes or No indicates whether the category (from the Buyers window) defaulted into the Find Requisition
Lines window can be cleared or overridden.

PO: Change Supplier Site

Yes or No indicates whether users can change the supplier site on approved purchase orders.
PO: ERS Aging Period

The value in this profile option indicates the number of days between the receipt date and the Payment on
Receipt automatic invoice creation date. For example, a value of 2 means that Payment on Receipt
creates invoices only for receipts that are 2 or more days old. Any corrections or returns you make
against a receipt during that 2–day period are included on the Payment on Receipt invoice.

PO: ERS Invoice Number Prefix

’ERS–’ is the prefix that appears before all invoices that you create automatically using Payment on
Receipt. This profile option allows you to change this prefix. For example, shortening this prefix allows
extra spaces for longer packing slip or receipt numbers.

PO: Release During ReqImport

Yes or No indicates whether Purchasing can automatically create releases during the Requisition Import
process.

RCV: Allow Routing Override

How to differentiate the Expense and Inventory Item?

If “Stockable” option is enabled in Inventory tab, then the item acts as a inventory item or else expense
item.