In the Account screen we have designated certain fields as Mandatory (Division, Department, Site). When a purchase order is created is there a way for the purchase order to require these same fields before being approved? It’s a hassle now because the issue doesn’t present itself until we try to final post the invoice.
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What version are you in and which fields are required?
We are on Apps 10, Update 9. For this particular account number the division, department and site are mandatory. The mandatory fields change based on the account number so it’s not the same all the time.
Hi,
There are Posting Controls in M90 (till M120) Onwards which provides option for Mandatory Line Level or Header Level Code Part Requirement in PR and PO. It has Mandatory and Non Mandatory option. You can try that option.
Thank You
The posting controls are set appropriately but the purchase order screen doesn’t require them when creating a purchase order. I see that in many places in IFS. Requirements are there but nothing fails until it tries posting to the general ledger and then it fails.
Hi,
I have had to use a Custom Event to handle this in the past. Basically looks at the Pre-posting on the Purchase Order Line and if it does not match the Account Code Part requirements it will error when you try to release the Purchase Order. Not ideal, but it forces the user to fix the Pre-posting.
As mentioned M100 to M119 are used with Control Type C58 to make the Pre-posting mandatory but this didn’t help because the mandatory fields change based on the account number.
Cheers,
Graham
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