PO workflow should not get trigerred automatically after SC creates autoPO

[Former Member]

Hi SRM experts,

We are using SRM 7 ECS scenario.

With standard configuration, a complete SC converts to a PO , and as soon as the PO is created, it triggers a workflow . The workflow can be 0-step or n-step.

My requirement is that as soon as the PO is created, it should not trigger a PO workflow. Only when the buyer sees the PO , and 'orders' the PO ,the PO workflow should get trigerred. How can this be achieved?

Rgds

Sumendra

[Former Member · Accepted solution]

Hi Sumendra,

There are 3 scenarios for PO creation and let me in what all scenario you need workflow.

1) PO created from SC directly - SC with Fixed source of supply

2) PO created from Sourcing

3) PO modfied by Buyer - change version.

so the key is to activate PO workflow for only change version of PO.

Cheers

Iftekhar Alam

[Former Member · Accepted solution]

Hi Iftekhar,

We have both the PO creation points:

1. PO created from SC directly - SC with Fixed source of supply

2. PO created from Sourcing

1. PO created from SC directly - SC with Fixed source of supply: In this scenario, the requirement is that the PO which is created automatically , does not trigger a approval workflow,unless the buyer goes reviews the PO and orders it.

Now , your suggestion is to achieve this is by activating PO workflow for only change version of PO. This will achieve our goal of trriggering the PO into approval, only after buyer reviewes the PO , and orders it

But this will also stop the PO created from Sourcing . Once a PO is created from sourcing , this will not trigger a PO into approval , unless this is changed.

So , what is the way out?

Rgds

Sumendra

[Former Member · Accepted solution]

Hi Sumendra,

I could think of 2 options:

1) Make the pdt cat for the items shopped as "ALWAYS SOURCING RELEVANT". This would make all the carts appear in the SOCO.

2) If I remember, Source of Supply tab in the shopping cart has 2 fields called preferred supplier and Fixed Supplier. You can hide the Fixed supplier field and only display the Preferred supplier field. This option, if i'm not wrong, would create a PO in saved status. I don't have an acces to the SRM system now, hence, am a bit apprehensive about the actual field names.

Cheers - Akash

[Former Member · Accepted solution]

Hi Akash,

1. We donot want to make all categories sourcing relevant to make them appear in SOCO. We want only vendor unassigned carts to go to SOCO and we have done that config. We want vendro assigned carts to directly create a PO , but not trigger into PO approval workflow.

2. Some carts will have contract and hence vendor assigned . This also cannot be removed

3. can we achieve this functionality be creating acustom and mandatory field for PO , which does not get filled by shhopping cart. This causes every PO to be created in held status . The buyer can then process the filed , and trigger the PO workflow

Rgds

Sumendra

[Former Member · Accepted solution]

Hi ,

The solution that we implemented was to create a custom field in PO header and make it mandatory.Now the SC having a vendor, creates a PO in save status.

Thanks for all your help

sumendra

[Former Member · Accepted solution]

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