Document Types in Purchasing

Document Types in Purchasing


Blanket Purchase Agreements : Used for purchases that will be delivered according to an unknown schedule, or with negotiated prices. Releases are performed when a shipment is scheduled. Can be limited by Price, Quantity, and Effective Dates.Blank Releases are Issued against Blanket Purchases for an actual scheduled order,and is constrained by Price, Quantity, and Effective Dates.
Contract Purchase Orders : Created when terms and conditions pertaining to goods or services are agreed upon in a contract. Standard purchase orders are issued against the contracts and are constrained to these terms and conditions.In this PO material required 
are not specified.
Planned Purchase Orders : Used when a long-term agreement to buy goods or services from a source is made, and tentative delivery schedules are known. Scheduled Releases Used with Planned Purchase Orders to create the actual orders.
Standard Purchase Orders : Used for one-time purchases when the goods or services along with the estimated costs are known.
Internal Requisitions : Used to create requisitions for internally sourced items from locations and organizations set up in EBS.
Purchase Requisitions : Used to create requisitions for externally sourced items. Requisitions need to be turned into Purchase Orders or Releases prior to purchase.


Requisition Status Changes

Status                        Meaning
Approved                   Requisition has been approved.
In Process                  Requisition has been submitted for approval and is still pending.
Incomplete                 Requisition has not yet been submitted for approval.
Pre-Approved             Approver who has proper authority has forwarded requisition to another person for additional approvals.
Rejected                    Approver rejected the requisition.
Requires Reapproval   Changes were made to an approved requisition, requiring it to be          reapproved.
Reserved                    Budgetary Funds are reserved for the requisition.
Returned                    Approved requisition is returned to requestor by the buyer. Note
                                  that requisitions in this status are still considered in MRP, as they
                                  are approved. Canceling the requisition will remove it from MRP.




Purchasing Status Changes


Action                         Description
Cancel                 PO Cancels the entire PO, allowing no further actions on the order or any associated receipts.
Close         Closes the purchase order so that it will no longer appear on reports.
Close for Invoicing Closes the order of invoicing only.
Close for Receiving Closes the order for receiving only.
Finally Close                 Once an order is Finally Closed, no additional transactions can    happen to the order or any of its associated transactions. This can not be undone via any standard functionality in the applications, and it will lock up any pending or future transactions that are attempted against the order (such as matching it to an invoice or   adjusting an invoice that is matched to it).
Freeze                        Prevents any future modifications to the order but allows receipts and  invoices against it. This is removed by unfreezing the order.
Place on Hold               Placing an order on hold will not only unapprove it, but will also prevent printing, receiving, invoicing, and reapproval until the hold is removed by selecting RELEASE HOLD. At this time, the order will require reapproval.
Open for Invoicing This is only available when the order or line is closed for invoicing; it allows it to be reopened.
Open for Receiving This is only available when the order or line is closed for receiving; it allows it to be reopened. As mentioned earlier, closed lines can still be received, so this is more about reporting than the actual receipt.