Block PO if Fund = xxxxx from FMDERIVE

[sam_m6]

Hello Eli and others,
Is there a way to block a PO using FMDERIVE after PO gets created for a specific Fund. I am trying to achieve without enhancement to FM Derive.

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Thanks,

Sam.

[iklovski]

OK, I see your point. There are different ways to 'attack' it. If you want to do it from FM without any development, think of the option of closing periods (FMIR). You can close periods (not open them, actually) for 'purchase orders' value type and specific fund source. This way, you won't be able create your PO on this dummy fund source and the only way to proceed would be changing fund source to a meaningful value.

[sam_m6]

I tried that point as well Eli, the requirement is Shopping Cart has to flow until PO with Dummy Fund and then PO gets saved with blocked status. User should not be able to post GR/IR using the dummy Fund PO. As you pointed out I am trying with MM user exit option to block the PO if the FUND = Dummy Fund.

Thanks,

Sam.

[iklovski]

Then, you have to assess it from MM side; won't be possible without a development.

[sam_m6]

Agreed, Thanks for your time and help.

Sam.

[iklovski]

Close, if finalised...

[iklovski]

Hi,

What do you mean by 'blocking' PO? And why do you refer to FMDERIVE?

If you want to prevent creation of POs (and only POs) to a specific fund source, you have to apply validation in MM.

Please, elaborate on your functional requirement...

Regards,

Eli

[sam_m6]

Hi Eli,

Thanks for your quick response. The following is the process we are trying to achieve.

Shopping cart is created using Fund = xxxxxxxx (Dummy fund, bypassing this Fund using Tolerance profile so no Budget Check)

PO is created upon Shopping Cart is approved.

Requirement is to Hold / block the PO upon PO creation in order that PO does not proceed further to GR until the right Fund and budget objects are entered.

This is to enable the Shopping Cart users to proceed when they don't know Fund details during their shopping cart entry.

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Thanks,

Sam.