R12 - Autocreating A Purchase Order From Requisition With Tax Code, Tax Classification Code Getting Removed (Doc ID 1493262.1)

Applies to:

Oracle Purchasing - Version 12.0.1 to 12.1.3 [Release 12 to 12.1]
Information in this document applies to any platform.
zxdidefautopvtb.pls
POXPOEPO.fmb
POXBWVRP.fmb

Symptoms

On release 12.1.3, Tax classification code was manually entered in iProcurement requisition and successfully carried forward to purchase order via AutoCreate, however, the tax classification code was removed after purchase order was updated.
Steps to reproduce:

  1. Create a requisition in iProcurement and add a tax classification code manaully
  2. Autocreate to purchase order
  3. Navigate to: Manage Tax > Additional tax information
  4. Find that the tax classification code from the requisition is available
  5. Add a supplier to the Purchase Order and save
  6. Navigate to: Manage Tax > Additional tax information
  7. Find that the tax classification code from the requisition was disappeared

Cause

If the tax classification Code on requisition is manually entered / overridden, system will mark the column USER_UPD_DET_FACTORS_FLAG to be 'Y'.
When PO is auto created, requisition information is passed as source doc, if USER_UPD_DET_FACTORS_FLAG = 'Y', then the system will copy the input_tax_classification_code from the source document (REQUISITION) to the Purchase Order.
However, when the purchase order is updated, source doc information will not be passed. Procedure GET_DEFAULT_TAX_DET_ATTRIBS
will be called before Procedure CALCULATE_TAX was launched, System try to default tax based on the setup. However, if no tax is available in the defaulting hierarchy then the tax classification code carried forward from requisition will be lost.

This is explained in the following bug:
Bug 14265312 - AUTOCREATION OF PO DROPS TAX CLASSIFICATION CODE FROM REQ WHEN UPDATED

Solution

To implement the solution, execute the following steps:

1. Download and review the readme and pre-requisites for Patch 14265312 :R12.ZX.B

2. Ensure that a system backup is taken before applying the recommended patch

3. Apply the patch in a test environment

4. Confirm the following file version from directory $ZX_TOP/patch/115:
     zxdidefautopvtb.pls     120.31.12010000.13

5. Retest the issue

6. Migrate the solution as appropriate to other environments