Oracle EBS PO Account Generator Workflow

In this post we will be discussing Oracle EBS PO account generator workflow customization. This workflow is being used for generating default accrual, charge, budget and variance accounts for Purchase Order (PO) and CLM awards.

Step by Step Process for Oracle EBS PO Account Generator Workflow Customization.

1. Download standard workflow file poxwfpag.wft from PO_TOP
2. Rename file with “XX” prefix xxpoxwfpag.wft so that it will not overwrite seeded file and can be identified easily. Ideally you should be copying this file in custom application top after modifications.
3. Open xxpoxwfpag.wft in Oracle workflow builder.
4. Copy seeded POXFPG process as XXPOXFPG ( Refer screen shot).

5. Click Apply
6. Click OK
7. Create custom workflow processes
   1. XX Projects PO Account Generation – Accrual
   2. XX Projects PO Account Generation – Budget
   3. XX Projects PO Account Generation – Charge
   4. XX Projects PO Account Generation – Variance

8. All four processes

9. Modify seeded process to include custom processes, by deleting arrows between start and end activity. Insert custom process and join arrows, use default for connecting custom process and end activity.
10. Build Expense Project Accrual Account

10. Similarly Build Expense Project Budget Account, Build Expense Project Charge Account and Build Expense Project Variance Account.
11. Create custom package XX_ACCT_GENERATOR_PKG and call it in custom process to implement custom logic.
12. Save all.
13. Upload custom workflow to database. It can be done by connecting Oracle data base from Workflow builder or using upload command from UNIX prompt.
14. Enable following profile to view status diagram ( Refer screen shot below)
    1. Account Generator:Run in Debug Mode
    2. PO: Set Debug Workflow ON

13. Change Workflow assignment for Key Flexfield Structure (KFF)
14. Navigation (System Administrator > Application > Flexfield > Key > Accounts)
15. Refer screen shot below.

15. Change Process name to custom name

16. This will complete Oracle EBS PO Account Generator Workflow Customization.
17. Create a Purchase Order
18. Create purchase order and do not navigate out of the charge account field.  From the menu, select:  Help > Diagnostics > Examine.  Manually type in the following values for Block and Field (they will not appear in the List of Values), then click in the Value field:
    1. Block:  parameter 
    2. Field:   charge_acc_wf_itemkey 
    3. Value:  <The value you get here is the item_key>
19. Clear the distribution record 
20. Close the Distribution window 
21. Close the Shipment window 
22. Save the PO
23. Purchase Order MUST be saved in order to store the data from the PO Account Generator workflow process to table WF_ITEMS.  Without this data being saved you will not be able to see workflow diagram or the wfstat.sql script will not return any useful information.
24. Go to Sysadmin responsibility and review workflow using workflow menu.
25. You should be able to see Diagram of Oracle EBS PO Account Generator Workflow.
26. Know more about PO Module.
27. Know more about workflow.