Initiate Retroactive Price Update

Use the Initiate Retroactive Price Update scheduled process to apply price changes from a blanket purchase agreement to purchase order lines sourced from the agreement.

When to Use

Run this process when you want to propagate BPA price updates to the purchase orders sourced to the agreement.

Privileges Required

• Retroactively Price Purchase Order (PO_RETROACTIVELY_PRICE_PURCHASE_ORDER_PRIV)

Specifications

Review the following before setting up this scheduled process:

Specification	Description
Job Type	Scheduled.
Frequency	You are encouraged to schedule the process to run at least once per day. The process can be run more than once per day, but you should avoid scheduling processes more frequently than necessary for your business purposes. Avoid scheduling the process on a frequency that might overlap. Allow for a lag between the end of each scheduled process and the start of the next scheduled process.
Time of Day	Choose the time of day that doesn't interfere with your daily business activity, such as at the end of the workday, after the end of shifts, after peak transaction activity, or during a lull in transaction activity.
Duration	The runtime of this process varies based on the number of purchase order lines needing retroactive pricing.
Compatibility	There must only be one instance of the job running at any point of time. This is automatically handled by the application. If you want to run more than one instance of this process, then consider spacing them out over a period of time.

Parameters

Parameter	Optional or Required	Description	Parameter Values	Special Combinations Required	Notes
Procurement BU	Required	The BU that's responsible for and manages the purchasing transactions for the purchasing document.	N/A	None	N/A
Blanket Purchase Agreement	Required	The specific BPA number for which you want the pricing updated. PO lines that reference the BPA are selected, subject to other settings.	N/A	None	N/A
Item	Optional	An item for which you want the pricing updated.	N/A	None	N/A
Category Name	Optional	A category for which you want the pricing updated.	N/A	None	N/A
Date From	Optional	A date to identify the purchase orders to be updated.	N/A	None	N/A
Communicate Updates	Optional	The communication method is determined by the supplier notification method for the supplier site. Select this check box if you want the updated releases or purchase orders communicated to the supplier.	Yes No	None	N/A

Troubleshooting Information

• You can view the status of the initiate retroactive price update operation on the Scheduled Processes UI.
• After you have resolved the condition preventing the retroactive price updates, you can submit the process.
• If the price on a purchase order line sourced to the BPA isn't updated, check if these conditions are true:
  • The BPA line’s price break type is noncumulative.
  • The PO Line is sourced to the BPA line.
  • The PO line must match any additional criteria specified. Namely, the PO line’s item and category must match the values selected.
  • The PO line's BPA revision must be lower than the current BPA’s revision number.
  • The PO status is Incomplete, Rejected, Withdrawn, Open, On Hold, Closed, Closed for Receiving, or Closed for Invoicing.
  • The PO doesn’t have a pending change order.
  • The PO is neither frozen nor finally closed or canceled.
  • PO line type’s purchase basis is Goods.
  • The PO schedule with the lowest schedule number has requested date (or if requested date is blank then creation date) later than the selected Date From.
  • If the Allow manual price update on fulfilled orders option is deselected on the Procurement Business Function Configuration of the BPA’s procurement BU, then the PO line must not include any schedules that have been received (if accrued on receipt is selected) or invoiced.
• If any of these conditions aren't met, the purchase line price isn't retroactively updated.