How You Resolve Requisition Lines with Invoice Holds in the Responsive Self Service Procurement Application

To resolve the requisitions lines with invoice holds, you can use the Review Requisition Lines with Invoice Holds in the Responsive Self Service Procurement Application feature.

Using the feature, your requesters can perform these actions for overbilled or pending receipts issue:

• Create a purchase order change order for an overbilled invoice.
  Note: A line will be marked as requiring a purchase order change order if the invoice linked to the line is on hold and the hold code is QTY ORD or AMT ORD. The line will be marked for the user even if the user doesn’t have the privilege to create purchase order change orders.
• Create a receipt for a receipt shortfall.
  Note: A line will only be marked as needing user to create a receipt if these conditions are true:

  • Purchase order line has an expense destination
  • Match Approval Level is 3-way.
  • Receipt Routing is Direct delivery.
  • The invoice is placed on hold and the hold code is QTY REC or AMT REC.

Here are some of the considerations for using the feature:

• You can't use the Responsive Self Service Procurement Application for corrective actions such as creating a purchase order change order or a receipt.
• You must run the Update Requisition Line Action Required Code scheduled job for application to mark requisition lines whose invoices are on hold. The lines will be marked after the scheduled job has run.
• You can run the Update Requisition Line Action Required Code scheduled job to mark all requisition lines whose corresponding invoices are on hold due to any of these hold codes - QTY ORD, QTY REC, AMT ORD, AMT REC.
• To ensure that your users are no longer notified about pending actions after taking the necessary action, you must run and complete the Validate Invoice scheduled job before initiating the Update Requisition Line Action Required Code scheduled job.