[OAUGNet]-PO: Requisition workflow doesn't unreserve when returned to preparer

["Dan Brevetti" <dbrevetti@worldnet.att.net>]

We are on 11.5.10, PO I here at UAB and use encumbrance.  I have been
debugging issues regarding requisitions and their associated GL encumbrances
and have noted that in some cases the encumbrances in the GL have the wrong
CCID or an encumbrance was never reversed even though a PO was created.  We
use the Requisition approval workflow and the requisition is reserved
(encumbered) in the workflow.  This reservation process creates a record in
the GL_BC_PACKETS table which is later turned into a GL journal when the
Create Journal concurrent process runs.  

During my investigation I was trying to find the failure mechanism and have
traced it to what I believe is a defect in the requisition approval
workflow.  When a requisition is entered via the Requisition form and then
submitted for approval the req approval workflow is kicked off as expected.
The reservation seems to go fine but I noticed that when an approval is
rejected and it goes back to the preparer, it is not unreserved
(unencumbered).  The preparer then can go and change the account string and
resubmit.  However, the workflow check if the requisition is already
encumbered, which in this case it is but for the original ccid, and will not
execute a reserve for this req with the new account string.  

Another issue that came up during the same testing was that after modified
the req account string in the req form I then clicked Unreserve on the
Approval form.  What this did was leave the encumbrance record for the
original account string (debit) in the GL_BC_PACKETS, create a reversal
(credit) of the encumbrance with the NEW account string and then when I
clicked Approve to kick off the workflow, it did the reserve and created an
encumbrance (debit) with the NEW account string.  

Has anyone run into this problem with requisition encumbrances?  I'm
creating a MetaLink Service Request but I rarely get anyone at Oracle
support that is helpful with something like this.


Dan Brevetti
The University of Alabama at Birmingham
brevetti@uab.edu



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