Update Preparer and Requester

Use the Update Preparer and Requester scheduled process to update the Preparer (Entered By) user and/or the Requester on requisitions.

When to Use

Use this process when you want to replace the Preparer and / or the Requester on your requisitions due to the fact that the existing assignees on those requisitions are no longer valid (perhaps changed their role or left the organization). You can use this process to:

• Replace a preparer if the requisition contains at least one line that's pending approval.
• Replace a requester if the these conditions are met:
  • Requisition line is pending approval.
  • Approved requisition line that's not associated with a purchase or transfer order.
  • Approved requisition line that's associated with a Purchase Order line schedule with status not finally closed, or canceled
  • Purchase Order Distribution line with schedule status not finally closed, or canceled.
  • Purchase Order Distribution line that's a part of a change order with status not canceled or processed.
• Replace a change initiator on Purchase Orders with status not canceled or processed, and that were initiated by a preparer.

Privileges Required

• Manage Requisitions (POR_MANAGE_REQUISITION_PRIV)

Specifications

Review the following before setting up this scheduled process:

Specification	Description
Job Type	Scheduled.
Frequency	Run as frequently as required by the business. Typically, businesses like to update the Preparer and Requester when the organization has to replace that user because of a change in their role or them leaving the organization.
Time of Day	Any time.
Duration	This isn't usually expected to be a very high volume process. There are no specific guidelines we recommend for the same.
Compatibility	There should be only 1 instance of the job running at any one time.

Parameters

Parameter	Optional or Required	Description	Parameter Values	Special Combinations Required	Notes
Requisitioning BU	Optional	Use to update requisitions in a specific business unit, which is the business unit in which the requisitions were created.	Choice List. Defaults to the first value in the choice list.	No	N/A
Import Batch ID	Optional	Use to match against the records in the interface tables to retrieve the right set of records for processing.	Free Text	No	N/A
Person to Be Replaced	Required	Use to select a user other than the signed-in user. System defaults to the signed-in user and in a Read-only mode if the following privilege is not present for the current user: POR_REASSIGN_REQUISITION_LINE_PRIV and Duty: POR_REQUISITION_REASSIGNMENT_AS_ADMINISTRATOR_DUTY.	List of Values	No	N/A
Replacement	Required	Use to select the user to whom the requisitions must be reassigned.	List of Values	No	N/A
Restart Approval Task After Submission	Optional	Use to indicate if you wish to restart approvals for requisitions that are currently in Pending Approval status.	Choice List	No	No (default value)

Troubleshooting Information

• You can view the status of the process on the Scheduled Processes UI.
• The validation error messages that prevented the successful import of requisitions is displayed in the error log.
• When the program is submitted, you can Resubmit, Put on Hold, Cancel Process, Release Process as provided by the Scheduled Processes UI.