Mass Close of Purchasing Documents

HOW DOES THE CLOSE ACTION WORK?

Purchasing allows documents to be closed in the two following methods:

Manually from the Control Documents window.
Automatically based on the receiving and invoicing activity

Overview of the Close Action from the Control Documents Window

Purchasing documents can be Closed, Closed for Receiving, Closed for

Invoicing or Finally Closed at the Header, Lines and Shipment levels.
Requisitions can only be Finally Closed
To manually close a purchasing document from the Purchasing responsibility
navigate to Purchase Order Summary or Requisition Summary form and
navigate to the Control Document window by selecting Control from the Tools
menu.
For purchase orders, you can navigate to the Control Document window from
the summary windows titled Purchase Order Headers, Purchase Order Lines,
and Purchase Order Shipments. For requisitions Finally Close is only available
from the Requisition Headers and Requisition Lines Summary windows.
Navigation: Purchasing responsibility > Purchase Orders> Purchase Order
Summary OR Purchasing responsibility > Requisitions > Requisition
Summary

1.
2.
level
3.
4.

Query the document

Select the control Action (Tools -> Control) at header, line or shipment
Select the close action
Optionally enter a Reason and a note to supplier for the action

What are the different Closure Actions?

Requisitions: The only close action available for Requisitions is Final Close.

Purchase Orders: For a full list of the close actions that can be performed on each of
the different Purchasing document types
Close
A purchase order is automatically closed once it is received (if you require a receipt) and is
billed for all purchase order shipments. Since you do not require or expect any further
activity, Purchasing closes the purchase order. You can also manually close the purchase
order early if you do not expect further activity. Adding lines to it or receiving against it,
reopens the purchase order. Purchasing does not consider closed purchase orders for
accruals.
Close can be done at the header, release, line, and shipment levels.
Close for Invoicing
A purchase order control that you can assign manually or that Purchasing can assign
automatically when the amount invoiced reaches a defined percentage of the order quantity.
You can close for invoicing at the header, release, line, and shipment levels.

Note: that if you close for invoicing a purchase order header that is currently open,
Purchasing sets the status of all purchase order shipments to Closed for Invoicing,
but the purchase order lines and header remain open. This status will not prevent
you from matching an invoice to the purchase order or to the receipt.
Close for Receiving
A purchase order control you can assign manually or that Purchasing can assign
automatically when the amount received reaches a defined percentage of the order quantity.
You can close for receiving at the header, release, line, and shipment levels.

Finally Close
A purchase order control you can assign to prevent modifications to or
actions against completed documents, lines, and shipments by finally closing
them. Finally-closed documents are not accessible in the corresponding entry
windows, and you cannot perform the following actions against finally-closed
entities: receive, transfer, inspect, deliver, correct receipt quantities, invoice,
return to supplier, or return to receiving. Finally Close documents can not be
reversed so consideration should be given when performing this action.
You can choose finally close at the header, release, line, and shipment levels.
If you are using encumbrance or budgetary control, Finally Close
automatically creates credit encumbrance journal entries in your general
ledger system to reverse the encumbrance that corresponds to the purchase
order header, lines, or shipments you are closing, using the action date you
specify in Action Date. See: Budgetary Control and Online Funds
Checking, Oracle General Ledger User's Guide.
What Close Actions are valid for each document type and entity?

Current
Document
Type

Finally
Close

Close

Close
for
Invoice

Close
for
Receipt

Planned PO
Header

Planned PO
Line

Planned PO
Shipment

Standard PO
Header

Standard PO
Line

Standard PO
Shipment

Blanket
Agreement
Header

Blanket
Agreement
Line

Contract
Agreement
Header

Release
Header

Release
Shipment

Requisition
Header

Requisition
Line

What is Mass close of purchasing Documents

The Mass Close of Purchasing Documents allows for Purchasing Documents to be closed via
a concurrent request rather than having to use the Purchase Order Summary - Tools/Control.
It is available in Release 12.1, and per Oracle Product Management is not being considered
for backport to Release 11.5 or Release 12.0. The functionality is built upon the 12.1.1 code
level and cannot be backported.
A new program Mass Close of Purchase Document will allow users to mass
close Purchase documents. The Mass Close functionality applies to Purchase Orders that
have been fully processed i.e. batch processing has completed, but are not in the closed
status as well as for Purchase Orders that the user needs to manually close. The program is
applicable to Standard Purchase Orders, Blanket Purchase Agreements, Planned Purchase
Orders and Contract Agreement and Blanket Releases
The program has an array of parameters that can be used, that allows for the mass close of
a large range of purchase orders based on numbering, or a date range can be used

Final Close (Finally Closed)- only Close.

The Mass Close of Purchasing Documents concurrent program enables you to
change the status of purchase orders to Closed.
The program does not conduct a

This is applicable to purchase orders that do not have a status of Closed, that
is, the Mass Close program closes all the shipments that are not already
closed, canceled, encumbered or frozen. When you run the concurrent
program, the purchase orders are specified are closed completely (this
includes headers, lines, shipments).

You can mass close purchase orders with the following statuses:
Frozen

On Hold

Approved

Reserved

Closed for Invoicing

Closed for Receiving.

You can mass close the following documents:
Standard Purchase Orders

Blanket Purchase Agreements

Planned Purchase Orders

Contract Agreement

For Blanket Releases the functionality is being considered as an Enhancement Request - per
Product Management -

Bug 12349975 : ER: MASS CLOSE FUNCTIONALITY FOR

RELEASES
The parameters for running the concurrent program are Document Type, Document number,
Date Range and Supplier Name.A report is generated as output from the concurrent
program. This report lists the document number and document type of the Oracle
Purchasing documents that were updated by the program."

Testing
To test the functionality, you can create a purchase order - and approve it.
- Then, move to Purchasing - Reports/Run
- Single Request
- Choose Operating Unit
- Give the purchase order type - then the purchase order number
- Dates are required
- Submit the request
Next, move to Purchase Orders/Purchase Order Summary
- query the purchase order - and it should now be closed

How to programmatically close PO using PO_ACTIONS

API

PO_ACTIONS.CLOSE_PO is the API used to programmatically close/final

close Purchase Order. We have to pass P_ACTION parameter value as
'CLOSE'/'FINALLY CLOSE' depending on the requirement to close a
Purchase Order
--Sample wrapper procedure to close purchase order
CREATE OR REPLACE xx_po_close_prc(p_header_id NUMBER)
IS
lv_result BOOLEAN;
lv_return_code VARCHAR2(20);
lv_header_id NUMBER := p_header_id;
CURSOR c_po_details IS
SELECT
pha.po_header_id,
pha.org_id,
pha.segment1,
pha.agent_id,
pdt.document_subtype,
pdt.document_type_code,
pha.closed_code,
pha.closed_date

FROM apps.po_headers_all pha, apps.po_document_types_all pdt

WHERE pha.type_lookup_code = pdt.document_subtype
AND pha.org_id = pdt.org_id
AND authorization_status = 'APPROVED'
AND pha.closed_code <> 'FINALLY CLOSED'
AND pha.po_header_id = p_header_id; -- Enter the PO_HEADER_ID if one PO
needs to be Closed/finally closed

BEGIN
-- Parameters :
-- p_docid : Header ID for Document
-- Table: PO_HEADERS_ALL.PO_HEADER_ID
-- p_doctyp : Document Type
-- Table: PO_HEADERS_ALL.TYPE_LOOKUP_CODE
-- Values : STANDARD, BLANKET, RELEASE
-- p_lineid : Line ID for Document
-- Table: PO_LINES_ALL.PO_LINE_ID
-- p_shipid : Ship ID for Document
-- Table: PO_LINE_LOCATIONS.LINE_LOCATION_ID
-- p_action : Action to be performed
-- Table: PO_ACTION_HISTORY.ACTION_CODE
-- Values: 'CLOSE' -- Close for Receiving
-'INVOICE CLOSE'
-'FINALLY CLOSE'
-- p_reason : Reason for Closing. This must be entered for Manual
Closing
-- p_calling_mode : Whether being invoked from 'PO', 'RCV' or
'AP'. This
-determines which of the Closed States needs
to be
-checked (receiving, invoicing or both). This
must be
-entered for Auto Closing
-- p_conc_flag : Whether invoked from a Concurrent Process. This
must be
-entered for Manual Closing and is used by the
Funds Checker
-- p_return_code : Return Status of PO Closing
-- p_auto_close : Whether to invoke Auto Closing or Manual
Closing
-- p_action_date is added to function close_po()

FOR po_details_rec IN c_po_details

LOOP
BEGIN
lv_result :=
PO_ACTIONS.CLOSE_PO(
P_DOCID => po_details_rec.po_header_id,
P_DOCTYP => 'PO',
P_DOCSUBTYP => 'STANDARD', -- Can be STANDARD, BLANKET,
RELEASE
P_LINEID => NULL, -- If want to close Line
P_SHIPID => NULL,-- If want to close Shipment
P_ACTION => 'CLOSE',
P_REASON => 'Close Purchase Order ',
P_CALLING_MODE => po_details_rec.document_type_code,
P_CONC_FLAG => 'N',
P_RETURN_CODE => lv_return_code,
P_AUTO_CLOSE => 'N',
P_ACTION_DATE => sysdate,
P_ORIGIN_DOC_ID => NULL );
IF lv_result = TRUE THEN
DBMS_OUTPUT.PUT_LINE('Successfully closed PO#'||
po_details_rec.segment1);

ELSE
DBMS_OUTPUT.PUT_LINE('Cannot close PO#'||po_details_rec.segment1);

END IF;
END;
END LOOP;
EXCEPTION
WHEN OTHERS THEN
dbms_output.put_line(' Exception closing PO using
PO_ACTIONS.CLOSE_PO'||SQLERRM);
END xx_po_close_prc;