Document Control Submission Check Matrix

Purchasing performs a submission check on each document for which you choose a Cancel or Finally Close control action. The submission check verifies that the document satisfies specific conditions for these control actions. For example, if you try to cancel a blanket purchase agreement, the submission check verifies that all releases associated with this agreement have been cancelled or final closed. If your document fails any of the submission check rules, Purchasing opens the View Online Report window where you can review the cause(s) of failure.

The following matrix describes the submission checks that Purchasing performs for each document type.

CANCEL Standard Planned Blanket Contract Release Requisition
Shipment quantity received must be less than quantity ordered X       X  
Shipment quantity billed must be less than quantity ordered X X     X  
Shipment quantity billed must be less than quantity received if receipt is required. X       X  
Distribution quantity delivered must be less than or equal to quantity ordered X       X  
Distribution quantity billed must be less than or equal to quantity ordered X       X  
Distribution quantity billed must be less than or equal to quantity received if receipt is required. X       X  
Delivery quantity must equal receipt quantity for all receipts X       X  
Cancel date must be within accounting distribution effectivity dates X X     X X
All associated releases must be cancelled or final closed   X X      
All accounting flexfields must be valid X X     X X
No pending receiving transactions. X       X  
No unreceived ASNs. X       X  
All lines referencing the agreement must be cancelled or finally closed.     X X    
Corresponding sales order line must be closed           X
Procurement Services: Timecards (approved, working, or rejected) must NOT exist. X          
FINALLY CLOSE Standard Planned Blanket Contract Release Requisition
Delivery quantity must equal receipt quantity for all receipts X       X  
Cancel date must be within accounting distribution effectivity dates X X     X X
All associated releases must be cancelled or final closed   X X      
All accounting flexfields must be valid X X     X X
No pending receiving transactions. X       X  
No unreceived ASNs. X       X  
All lines referencing the agreement must be cancelled or finally closed.     X X    
Corresponding sales order line must be closed           X
Procurement Services: Timecards (approved, working, or rejected) must NOT exist. X