Create a Purchase Order Line with an Amount Higher than the Awarded Amount

Create a single line purchase order from an amount-based requisition when the quoted and awarded amounts are higher than the amount on the requisition. To enable this, set the profile option PO: Recreate Post Award Amount Based Req Line Balance to No at the Site level. If the quote and award amount is higher than the requisition amount, then a single purchase order line is created. This purchase order line is linked to the requisition, and the distribution of the project, organization, expenditure type, and task type from the requisition are populated for that purchase order line.

Prior to Release 12.2.15, if the quoted and awarded amount was higher than the requisition amount, then two purchase order lines were created. The first line, with the requisition amount, was linked to the requisition and defaulted the distribution from the requisition, while the second line, with the balance amount, was not linked to the requisition, and you manually entered the distribution information.

The profile option is set to Yes by default.
In this case, when a requisition with amount-based lines results in a negotiation document, and after the negotiation process:
Case 1: If the award amount is less than the amount in the requisition, the requisition splits into two. One contains the award amount, and the second contains the difference. When the purchase order (PO) is created, the first line associates with the PO line, and the second requisition line remains in the pool.
Case 2: If the award amount is more than the amount in the requisition, two PO lines are created. One line contains the amount from the requisition and links to the requisition. Another PO line contains the difference amount.
If the profile is set to No, in both cases, PO lines or requisition lines do not split.

Steps to Enable

  • To enable this, set the profile option PO: Recreate Post Award Amount Based Req Line Balance to No at the Site level.

Key Resources