Use the Purchase Order transaction type for purchase order review, approval, and multiple e-signatures. This transaction type is triggered based on the PO AME Approval Top Process (PO_AME_APPRV_TOP) set at the document style level.
See:
This topic describe the predefined configuration variables, attributes, and production rule supplied with the transaction type. The topic also provides information about the rules that you must select to identify reviewers and signers.
The following configuration variable are supplied with the transaction type.
Allow All Approver Types = Yes
Allow All Item Class Rules = Yes
Allow For Your Information Notifications = Yes
Production Functionality = Yes
Rule Priority Modes > Production = Absolute 1
The following attributes are supplied with the transaction type.
The following table lists the mandatory attributes supplied with the transaction type.
| Attribute | Description |
|---|---|
| ALLOW_DELETING_RULE_GENERATED_APPROVERS | Whether to let the calling application (or its end users) delete approvers generated by the rules |
| ALLOW_REQUESTOR_APPROVAL | Whether to allow requestors to approve their own transactions (when the rules do so) |
| AT_LEAST_ONE_RULE_MUST_APPLY | Whether to require that at least one rule apply to each transaction |
| EFFECTIVE_RULE_DATE | The date that determines which rules are active |
| EVALUATE_PRIORITIES_PER_ITEM | Whether to evaluate rule priorities per item under strict item evaluation |
| REJECTION_RESPONSE | How AME responds to a rejection |
| REPEAT_SUBSTITUTIONS | Should AME apply Substitution rules on Surrogates and ad-hoc Insertees |
| USE_RESTRICTIVE_ITEM_EVALUATION | Whether to require that the same item satisfy all item conditions in a given rule |
| USE_WORKFLOW | Whether AME should log exceptions to the Workflow context stack |
| WORKFLOW_ITEM_KEY | The transaction's Workflow item key |
| WORKFLOW_ITEM_TYPE | The transaction's Workflow item type |
The following table lists the required attributes supplied with the transaction type.
| Attribute | Description |
|---|---|
| ALLOW_EMPTY_APPROVAL_GROUPS | whether to allow approval groups to have no members |
| INCLUDE_ALL_JOB_LEVEL_APPROVERS | Whether to include all approvers at a given job leve |
| JOB_LEVEL_NON_DEFAULT_STARTING_POINT_PERSON_ID | Person ID of non-default first approver for job-level authority approval types |
| NON_DEFAULT_POSITION_STRUCTURE_ID | Structure ID of the non default HR position hierarchy, if any |
| NON_DEFAULT_STARTING_POINT_POSITION_ID | Position ID of non-default first approver for authority approval types based on HR positions |
| SUPERVISORY_NON_DEFAULT_STARTING_POINT_PERSON_ID | person ID of non-default supervisor approver for the supervisory-level approval type |
| TOP_POSITION_ID | Position ID of the top position in the HR position hierarchy |
| TOP_SUPERVISOR_PERSON_ID | person ID of the top person in the HR supervisory hierarchy |
| TRANSACTION_REQUESTOR_PERSON_ID | Person ID of person initiating transaction, if any |
| TRANSACTION_REQUESTOR_POSITION_ID | HR position ID of position initiating the transaction, if any |
The following table lists the header level attributes supplied with the transaction type.
| Attribute | Description |
|---|---|
| DOCUMENT_TOTAL | Total amount of the document |
| TRANSACTION_DATE | Date transaction occurred |
| TRANSACTION_GROUP_ID | Business-group ID in which transaction occurred |
| TRANSACTION_ORG_ID | Organization ID in which transaction occurred |
| TRANSACTION_REQUESTOR_GROUP_ID | Transaction Requestor Sales Group ID ( only used for JTF Resource Hierarchy) |
| TRANSACTION_REQUESTOR_USER_ID | user ID of user initiating transaction, if any |
| TRANSACTION_SET_OF_BOOKS_ID | Ledger ID in which transaction occurred |
| DOCUMENT_TYPE | Document type |
| DOCUMENT_STYLE | Document Style used on the PO |
| REVISION_NUM | Revision Number of the PO |
| CONTRACT_TERMS_EXIST | Determine whether contract terms exist on the PO. |
| FUNCTIONAL_CURRENCY | Functional Currency |
| CURRENCY_ON_PO | Currency Code on the PO |
| DOCUMENT_CREATION_METHOD | Document Creation Method |
The following table lists the line level attributes supplied with the transaction type.
| Attribute | Description |
|---|---|
| ITEM_CATEGORY | Item Category |
| ITEM_NUMBER | Item Number |
| COMMODITY | Commodity |
The following table lists the distribution level attributes supplied with the transaction type.
| Attribute | Description |
|---|---|
| PUR COST CENTER | Cost Center |
| PUR NATURAL ACCOUNT | Natural Account |
| PROJECT_NUMBER | Project Number associated with each distribution. |
| PROJECT_TASK | Project Task associated with each distribution. |
| DELIVER_TO_LOCATION_CODE | Deliver To Location code of each distribution |
| PO_WIP_ENTITY_TYPE | WIP Entity type associated with each distribution |
| SHIP_TO_LOCATION_CODE | Ship To Location code for each shipment |
Rule to identify reviewers
A reviewer is identified through the Production Rule. For Reviewer use the production rule with REVIEWER/YES as the Action. All the approvers associated with this rule are considered as reviewers.
Rule to identify signers
Post Approvers are signers. While creating a rule for signers, select the rule type : Post List Approver Group. All the approvers associated with this rule are considered as signers.