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Document Submission Checks

Purchasing performs a submission check on all documents that successfully complete a status check whenever you perform or attempt an approval action.

The submission check verifies that all mandatory fields have been entered and that various quantities, amounts, and dates are within prescribed ranges or limits. If your document fails any of the submission check rules, Purchasing automatically brings you to the Approval Errors window where you can review the cause(s) of failure. You can then return to the document entry window to make required corrections.

The following matrix describes the submission checks that are performed for each document type.

Submission Check Rules

HEADER Standard Planned Blanket Contract Release Requisition
Document must have a supplier X X X X    
Document must have a supplier site X X X X    
Supplier must not be on hold X X X X    
Supplier must be included in current Approved Supplier List entries for items requiring an approved supplier X X X      
Document must have a currency X X X X    
Foreign currency must have a rate X X X X    
Foreign currency must have a rate type X X X X    
Foreign currency must have a rate date if rate type is not User X X X X    
Document must have a ship-to location X X X X    
Document must have a bill-to location X X X X    
Amount limit must be greater than or equal to Amount Agreed     X      
Amount limit must be greater than or equal to Minimum Release Amount   X X      
Amount limit must be greater than or equal to the total amount already released   X X      
Amount limit must be greater than or equal to the standard purchase order line total referencing this contract       X    
Related document cannot be on hold         X  
Release date must fall within related document effectivity dates         X  
Related purchase agreement cannot be on hold         X  
Related document supplier cannot be on hold         X  
Current release total must be greater than or equal to header minimum release amount specified on related agreement         X  
Current Release total plus all approved release totals must be greater than or equal to the related document amount limit         X  
LINE Standard Planned Blanket Contract Release Requisition
Each document must have at least one line X X X     X
Line quantity must equal the sum of its shipment quantities X X        
If a line references a contract, the contract must be approved X X        
If a line references a contract, the supplier on the contract must be the supplier on the PO header X X        
PO line total related to a contract plus existing approved lines relating to the same contract cannot exceed contract amount limit X          
Requisition line quantity must equal the sum of its distribution quantities           X
SHIPMENT Standard Planned Blanket Contract Release Requisition
Each PO line must have at least one shipment X X        
Shipment quantity must equal the sum of its distribution quantities X X     X  
Each release must have at least one shipment         X  
Current shipment total must be greater than or equal to line minimum release amount specified on related document         X  
Price must be within specified price tolerance if Enforce Price Tolerance is Yes and the release was AutoCreated from a requisition         X  
DISTRIBUTION Standard Planned Blanket Contract Release Requisition
Each shipment must have at least one distribution X X     X  
Each requisition line must have at least one distribution           X
Foreign currency distributions must have a rate X X     X X
Foreign currency distributions must have a rate type X X     X X
Foreign currency distributions must have a rate date if rate type is not User X X     X X
Table 1 - 7. (Page 4 of 4)        

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