Below is a list of the possible transaction status and definition a user could receive in ESM Purchase. The list is to be used as a guide and may offer some insight on how to resolve. The list is available for download at the bottom of the page.
Approval Rejected |
Approver/Manager rejected the order. The reject reason option is available for the Approver/Manager to provide additional clarification. |
Calculating Workflow |
The system is checking for any workflows that apply to the transaction. |
Closed |
Receive transaction has been closed, may not be able to reopen based on integrated general ledger system capabilities. |
Contract Required |
Transaction needs to have a contract created in ESM Contract Management. |
Converted to Sourcing |
Transaction has been submitted to ESM Sourcing for bidding. Upon award, the transaction will be archived, creating a new transaction based on the awarded supplier information. |
CC Information Required |
The transaction is ready to release to the supplier with Pcard/Credit Card information. |
Failed Encumbrance |
Integration General Ledger or ERP system has returned an error message under System Note that must be resolved in order to proceed. |
Fulfilled |
Completed Storeroom Order |
Invalid Transaction |
Transaction Validation rule was not compliant. The transaction must be changed based on the customer’s error message before proceeding. |
No Workflows Available |
The transaction does not have any workflows based on its information. A workflow will need to be created for the transaction’s type or a workflow bypass (also bypasses GL Integration). |
Partially Fulfilled |
Part of the quantity ordered has been met for the Storeroom Order. |
Partially Received |
A portion of the quantity or value (currency) was received. |
Pending Approval |
Waiting for the Approver or Manager to review the transaction. |
Pending Contract |
Transaction is waiting for the contract number to be returned from ESM Contract Management. |
Pending Release |
Transaction is ready to be submitted to the supplier. |
Pending Sourcing |
Transaction is being sent to ESM Sourcing. |
Pending Validation |
Transaction is awaiting response from transaction validation rules before allowing the next step. |
Reapproval Required |
Manage Tab User has selected Reapprove for the transaction. |
Received and Closed |
All items were received. The user indicated the order will have no other received activity. |
Release Failed |
The order was not successfully released to the supplier’s order management system/ PO email; ESM Support receives a notification and confirms with the supplier that the order was received. This will prevent order duplication in the supplier’s system for fulfillment. |
Submitted to Storeroom |
Requester has released the Storeroom order for fulfillment. |
Submitted to Supplier |
Transaction has been successfully released to the supplier for fulfillment. |
Unsubmitted Change Order |
Change Order has been created but not release to the supplier and/or financial system. |
Unsubmitted Transaction |
Transaction has not been submitted to the approver(s) or supplier. |
Waiting for Encumbrance |
ESM is waiting for a response from the General Ledger/ERP integration server. |
Validating |
Business rule automations are being checked for the transaction. |
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