Use the Document Styles window to create and update purchase order styles.

Purchase order document styles allow organizations to control the look and feel of the application to match the usage of the purchasing document. Through reusable document styles, organizations can turn on or off various Oracle Purchasing features, thereby simplifying the user interface. In addition, document styles provide the ability to define purchasing document names that align more closely with the naming conventions of your organization's business. When a purchasing document is created using a document style, disabled features are hidden.

For example, you can create a document style for a specific commodity, such as temporary labor. This document style optimizes field labels and presentation for that commodity, thereby simplifying purchase order entry.

Prerequisites

• Document styles only apply to authoring documents in the Buyer Work Center.

• Document styles are not organization specific.

   To define document styles:

1. Navigate to the Document Styles window.

2. If you are defining a new document style click Create. To enter changes to an existing style use the Search region to enter the Name, Description, or the Status. Once you have completed one or all of these fields click Go. Enter your changes by clicking the Update icon for your document style.

   Note: Once a style has been saved, you can only update the style to be less restrictive.

3. Enter the Name and Description of the document style. The style name must be unique.

4. Select the Status as Active for a new style or Inactive for a style you no longer want used.

5. You must enter a unique Display Name for the Standard Purchase Order. This is the name that appears in the Buyer Work Center.

6. If you are defining a style that applies to contract purchase agreements or blanket purchase agreements, check their boxes and enter a unique Display Name.

7. Define the following document controls:

   • You can use Oracle Approvals Management (AME) for purchase order review, approval and multiple e-signatures. See: Using AME for Purchase Order Review, Approval, and Multiple E-Signatures

     To use AME. you must define the following fields in the Document Controls region:

     1. Approval Workflow: Select either the predefined PO Approval workflow (POAPPRV) or custom workflow item type.

     2. Workflow Startup Process: Select either the predefined PO AME Approval Top Process ( PO_AME_APPRV_TOP) or custom process. The PO AME Approval Top Process is a workflow process in the PO Approval workflow item type. The AME feature uses this workflow process. See: PO AME Approval Top Process Activities

     3. AME Transaction Type: Select either the Purchase Order Approval (PURCHASE_ORDER) or custom AME transaction type. The Purchase Order Approval transaction type governs the AME process for purchase order review, approval, and multiple e-signatures. See: Purchase Order Approval Transaction Type

     If the PO AME Approval Top Process is defined as the workflow startup process, then document style definition overrides the setting at the document type level. If the approval workflow and workflow startup process are not defined at the document style level, then the application considers the values defined at the document type level. If you want to use the standard Oracle Purchasing approval process and do not want to use AME, then the Approval Workflow, Workflow Startup Process, and AME Transaction Type fields in the Document Controls region of the Document Style page must be left blank (null).

   • Using Buyer Work Center, buyers can withdraw purchase orders that are at the In Process or Pre-Approved status. The Withdraw PO feature is supported in OAF pages only and not supported in Forms. See: Withdrawing Purchase Orders in Buyer Work Center

     Define whether buyers can withdraw purchase orders and withdrawal notifications can be sent when purchase orders are withdrawn:

     1. Allow Document Withdrawal: If you select this check box, then buyers can withdraw purchasing documents.

     2. Send Withdrawal Notifications to all Approvers: This check box appears when you select the Allow Document Withdrawal check box. If you select this check box, then approvers receive FYI notifications when buyers withdraw purchasing documents. By default, this check box is selected.

8. If Services Procurement is implemented, check the Purchase Bases that apply to this document style. See: Defining Purchase Basis.

9. Select whether specific or all Line Types are enabled for this document style. See: Line Types in Purchasing Documents.

10. If you are defining a style that includes blanket purchase agreements, enable price breaks using the Price Breaks check box.

11. If Services Procurement is implemented and you have enabled a Temp Labor basis, use the checkbox to enable Price Differentials.

12. If Services Procurement is implemented, enable the Complex Payments attributes that apply:

    • Check Advances if advance payments are to be allowed.

    • Check Retainage if withholding of a portion of the payment until all work under a contract is accepted is to be allowed.

    • Check Schedules if you want purchase orders using this document style to have schedules.

    • Check Progress Payments to enable partial payments during performance of the contract. If Progress Payments is enabled, at least one pay item must be selected.

      • Milestone - Enable for payments based on progress events. Enabled by default for Goods line type.

      • Rate - Enable when payment amount is pro-rated based on the percentage of work completed.

      • Lump Sum - Enable when payment amount is a fixed amount based on the percentage of work completed.

      • Enable Treat Progress Payments as Contract Financing if it applies to this style's progress payments.

    If the Advances, Retainage and Schedules check boxes are selected and Progress Payments and Treat Progress Payments as Contract Financing check boxes are not selected, then Purchasing enables you to create Standard Purchase Orders with Advances and Retainage. In addition, for this definition the document style supports blanket purchase agreements also.

    The following table discusses the Complex Payments attributes' definition and the type of orders applicable to the definition:

    Advances	Retainage	Schedules	Progress Payments	Treat Progress Payments as Contract Financing	Description
    Checked	Checked	Checked	Checked	Checked	This is a Financing Payments Complex Purchase Order. This order will have both Schedules and Pay Items Tab
    Checked	Checked	Checked	Checked	Unchecked	This is a Delivery Payments Complex Purchase Order. This order will have both Schedules and Pay Items Tab
    Checked	Checked	Checked	Unchecked	Unchecked	This is a Standard Purchase Order. This order will have only Schedules tab. Users can record information related to Advances and Retainage in Standard Purchase order.
    Checked	Checked	Unchecked	Checked	Unchecked	This is a Delivery Payments Complex Purchase Order. This Order will have only Pay Items Tab
    Checked	Checked	Unchecked	Checked	Checked	This is a Financing Payments Complex Purchase Order. This Order will have only Pay Items Tab
    Unchecked	Unchecked	Checked	Checked	Checked	This is a Financing Payments Complex Purchase Order. This Order will have both Schedules and Pay Items Tab. Advances or Retainage cannot be specified for the order
    Unchecked	Unchecked	Checked	Checked	Unchecked	This is a Delivery Payments Complex Purchase Order. This Order will have both Schedules and Pay Items Tab. Advances or Retainage cannot be specified for the order
    Unchecked	Unchecked	Checked	Unchecked	Unchecked	This is a Standard Purchase Order. This order will have only Schedules tab. Advances or Retainage cannot be specified for the order.
    Unchecked	Unchecked	Unchecked	Checked	Unchecked	This is a Delivery Payments Complex Purchase Order. This Order will have only Pay Items Tab. Advances or Retainage cannot be specified for the order
    Unchecked	Unchecked	Unchecked	Checked	Checked	This is a Financing Payments Complex Purchase Order. This Order will have only Pay Items Tab. Advances or Retainage cannot be specified for the order

    For more information about Oracle Services Procurement changes, refer to the Oracle Services Procurement Release Notes for R 12.2.4 on My Oracle Support

13. In the Pricing region, select the Enhance Pricing checkbox if you wish to enable the Pricing Transparency functionality.

14. Select Deliverable Hold Control check box to initiate payment hold by deliverables under the Controls region.

    Deliverable Hold Control is applicable for a Purchasing Document Style with a Document Type of Standard Purchase Order and Complex Purchase Order irrespective of the Pay when Paid check. It enables you to hold a payment independent of Pay when Paid.

15. Click Apply.