Reserve Funds for Imported Requisitions on Document Submission

Configure funds to be reserved upon requisition submission. You can import an incomplete requisition using FBDI or the Purchase Request Web Service, submit it for approval after completion, and have funds reserved upon submission. Before this update, you could reserve funds for imported requisitions only after requisition approval.

This screenshot illustrates the feature:

Imported Requisition Pending Approval and With funds Reserved

Using this feature, funds are reserved when the requisition is submitted for approval. For requisitions that require a long approval process, it ensures that the available funds aren't consumed by other transactions.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Your organization can choose the point at which funds are reserved for requisitions, either on requisition submission or requisition approval. In the Setup and Maintenance work area, use the Manage Budgetary Control task in the Manage Budgetary Control and Encumbrance Accounting offering of the Financials functional area.
This feature applies only to requisitions imported as incomplete and submitted for approval after the import is completed. There are no changes to requisitions imported as approved, such as externally managed requisitions.
The option to request funds override isn't supported in requisition import (FBDI or Purchase Request Web Service).

Key Resources

To know more about requisition import, and how budgetary control and encumbrance accounting apply to requisitions, refer to these topics:

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

Import Requisition (POR_IMPORT_REQUISITION_PRIV)
Import Approved Requisition (POR_IMPORT_APPROVED_REQUISITION_PRIV)
Manage Purchase Request by Web Service (PO_MANAGE_PURCHASE_REQUEST_WEB_SERVICE_PRIV)

These privileges were available prior to this update.