How You Associate a Checklist with Purchasing Documents

To associate a checklist with purchasing documents, use the Create Compliance Checklists for Purchasing Documents feature.

The checklist is prepared to track compliance requirements for a specific procurement transaction. This could be a purchase order, purchase agreement, or change order that may result in a new document revision. You can:

• Create and make progress on the checklist even before the intended procurement document is created.
• Associate the checklist with its intended document before the document is submitted for approval.
• Configure purchasing approval rules to ensure documents have an associated checklist with the appropriate status as necessary.

You can drill down to a checklist from a purchase order or purchase agreement. Each checklist is unique for a purchasing document. You can access the checklists associated with a purchasing document and its associated change documents from the Revision History and Change History pages.

Consider these when you are working with compliance checklists:

• You can only associate checklists to a purchasing document using the UI and FBDI.
• The Checklist Title and Checklist Number attributes are available in the purchase order notification data model in Oracle Analytics Publisher.