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the Preparer, or Requester, or both on your requisitions because the existing assignees on those requisitions are no longer valid (perhaps changed their role or left the organization).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 must 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 one 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 in the Scheduled Processes work area.
- 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 work area.