Steps to have an Automatically Approved Purchase Orders Created from Requisitions

1. Identify the Supplier and Supplier Site that is desired to have the PO created automatically for.

2. Create a Quotation (Set it to Approved Status) for each item used by the selected Supplier and Supplier Site.

3. Create an ASL for the item and add the Supplier and Supplier Site.

4. Under the ASL Attributes, add the Quotation entered in Step 2

5. Create a Sourcing Rule for the Supplier and Supplier Site

6. Create an Assignment Set for this Organization or Item and list this Sourcing Rule in that Assignment Set
    (One Assignment Set can be used that will include all of the desired Assignments)

7. Set the Profile - MRP: Default Sourcing Assignment Set to the Assignment Set created in Step 6

8. Set the Workflow Item Attributes

- Is Automatic Creation Allowed? = Yes    (This is the PO Create Documents workflow)
- Is Automatic Approval Allowed? = Yes     (This is the PO Create Documents workflow)
- Send PO Autocreation to Background? = No    (This is the Requisition approval workflow)

To update the attributes, follow these steps in workflow builder:

a. Open workflow builder and connect to the database as the APPS user. Open the PO Create Workflow. The display name is PO Create Documents.

b. Expand the data source, and then the PO Create workflow item type branch within that data source.

c. Expand the Attributes branch within the PO Create workflow branch.

d. Double click on the attribute to open the Properties window. Set the value of the attributes as indicated.

e. Repeat the steps for item type PO Requisition Approval to set the indicated attribute.

9. Create a Requisition and submit it for Approval

10. Once Approved the Create Documents workflow will kick off and create a Standard PO

11. Since Is Automatic Approval Allowed? = Yes, the PO will be automatically submitted for Approval

12. If the Buyer defaulted on the PO has the approval authority the PO will be approved.
      If not, the PO will be forwarded up the Buyer's Approval Hierarchy that is already setup.
      The hierarchy used in the Create Documents Workflow, by which the Buyer is determined is as follows: 
      (Will start with the Step 1, and continue until either a Buyer is found, or the hierarchy is exhausted.)

1. Get Buyer from Requisition Line
2. Get Buyer from Item
3. Get Buyer from Category on Requisition
4. Get Buyer from Source Document (For this case the Quotation created in Step 2 above)
5. Get Buyer from Contract (The Contract would need to exist for the Supplier and Supplier site)

NOTE: In R12 and higher this logic has changed where we decide if OK to use buyer from source document.
-If OK to use buyer from source document depends on the HR: Security Profile setting and if the source document is a global agreement.
-If the source document is a CPA, it will not be considered.