Generate Sourcing, Tax and Accounting

Renamed and expanded from Generate Tax and Accounting. The field is now labelled Generate Sourcing, Tax and Accounting, and its status column is Generate Sourcing Status (previously Accounting Status).

In this section, enter Yes once per requisition header (not on every line). As the field’s own tooltip describes it: "Yes will Generate Tax, Accounting (Charge/Accrual Accounts) and Source BPA/CPA if matched." In other words, this single step now also performs the automatic sourcing (touchless PO creation) for any line where Manual Sourcing is No, in addition to calculating recoverable/non-recoverable tax and deriving the charge account.

To assist with populating only the header row, use the default row (row 10). This will populate the correct header row automatically on validation/upload.

If your requisition has multiple lines, place Yes on the top line only. Entering it on every line produces the error: "Section Accounting record in row xx is orphaned. Possible causes include a missing parent record or blank row gap(s) above the current record."

If sourcing, tax or accounting cannot be generated, the API error is returned in the Generate Sourcing Messages column against the header row. For example, a tax calculation error where Oracle tax setup does not support the transaction.