Using the Workflow Monitor for the PO Create Documents Workflow

To monitor a document as it proceeds through a workflow, you need to provide the Workflow Monitor with an item key, which is specific both to the document you are monitoring and the process in which you're monitoring it.

For information on how to use the Workflow Monitor, see: Overview of Workflow Monitoring.

To determine the item key for the PO Create Documents workflow:

  1. Write down the requisition number of the requisition you're monitoring.

  2. Find the REQUISITION_HEADER_ID by writing the following SQL* statements. (The REQUISITION_HEADER_ID is an internal number not found in the Requisitions window.)

    For example, if the requisition number is 12012570, you would write this SQL* statement:

    select requisition_header_id
    from   po_requisition_headers_all
    where  segment1='12012570';

    A REQUISTION_HEADER_ID is returned.

  3. Using the REQUISITION_HEADER_ID returned in the step above, find the Overall Document Creation / Launch Approval process item key by writing the following SQL* statements.

    For example, if the REQUISITION_HEADER_ID is 1024961, you would write the following SQL* statement:

    select item_type, item_key, root_activity  
    from   wf_items
    where  item_key like '1024961'||'%'
    and    item_type='CREATEPO'
    and    root_activity='OVERALL_AUTOCREATE_PROCESS';

    The item key for your requisition, as it appears in the Overall Document Creation / Launch Approval process, is returned. For example:

       ITEM_TYP  ITEM_KEY            ROOT_ACTIVITY 
       --------  ------------------  ------------------------
       CREATEPO  1024961-12374       OVERALL_AUTOCREATE_PROCESS

    Next, you need to identify the unique item keys for your requisition as it appears in the other PO Create Documents processes, so that you can monitor it all the way through the workflow. This is described in the next step.

  4. Using the ITEM_KEY returned from the step above, find the ITEM_KEY for the other two workflow processes, Verify Req Line Information and Create and Approve Document, using the following SQL* statements.

    For example, if your ITEM_KEY is 1024961-12374, you would write this SQL* statement:

    select item_type, item_key, root_activity
    from   wf_items
    where  parent_item_type = 'CREATEPO'
    and    parent_item_key  = '1024961-12374';

    REQ_LINE_PROCESSING returns an item key for each requisition line. CREATE_AND_APPROVE_DOC returns an item key for each purchase order. For example:

       ITEM_TYP  ITEM_KEY   	    ROOT_ACTIVITY 
       --------- -------------------  ------------------------
       CREATEPO  1025575-12375         REQ_LINE_PROCESSING
       CREATEPO  1004590-12376         CREATE_AND_APPROVE_DOC

    You don't need to find item keys for the processes Get Buyer and Does This Req Line Have Enough Information to Automatically Create a Document, because they are subprocesses of the other processes; you can drill down to these subprocesses through the Workflow Monitor, without an item key.