Route Blanket Purchase Agreements for Approval Based on the Sum of the Agreed Line Amounts

Route blanket purchase agreements for approval based on the sum of the agreed line amounts, where the agreed line amount is calculated by multiplying the agreed quantities of each line by their respective unit prices. Two new approval attributes are now available for blanket purchase agreements and their change orders:

  • Total Agreed Goods Amount: Sum of the agreed amounts for each line multiplied by the line's unit price.
  • Change in Total Agreed Goods Amount: Change in the total agreed goods amount due to lines added, canceled, or updated as part of a change order.   

These screenshots illustrate the feature. In this example, blanket purchase agreements for which the Total Agreed Goods Amount is less than or equal to $1,000,000 are autoapproved, while the ones for which this amount is greater than $1.000.000 are routed to the buyer's manager for approval.

Blanket purchase agreement approval rules

Blanket Purchase Agreement Approval Rules

Similarly, these screenshots illustrate this feature for change orders.  In this example, blanket purchase agreement change orders for which the Change in Total Agreed Goods Amount is less than or equal to $1,000,000 are autoapproved, while the ones for which this amount is greater than $1.000.000 are routed to the buyer's manager for approval.

Blanket purchase agreement change orders approval rules

Blanket Purchase Agreement Change Orders Approval Rules

In this example, BPA AA1 is autoapproved, while BPA AA2 is router for approval to the buyer's manager.

Blanket purchase agreement approval example

Blanket Purchase Agreement Approval Example

Steps to Enable

To use this feature, the system administrator needs to define approval rules for blanket purchase agreements using these approval attributes:

  • Total Agreed Goods Amount
  • Change in Total Agreed Goods Amount

Tips And Considerations

  • Fixed price service lines aren't included in the calculation of the new approval attributes.
  • Agreed amounts entered on the lines are ignored in the calculation of the new approval attributes.
  • If you need to do calculations between the new approval attributes, for example to determine the Total Agreed Goods Amount without the  effect of the change order, you can define and maintain the rules using the BPM UI instead of the Manage Purchasing Document Approval Rules UI.

Key Resources

  • For more information about how to define and maintain Purchasing Document Approval Rules, refer to the Approval Rules Management section of the Oracle Fusion Cloud Procurement: Implementing Procurement guide.

Access Requirements

Users who are assigned configured job roles that contains this privilege are able to access the Manage Purchasing Document Approvals task:

  • Manage Approval Task (POR_MANAGE_APPROVAL_TASK_PRIV)

This privilege was available prior to this update.