08 Requisitions
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Procurement: Requisitions
Requisitions
Supplier
identification
Purchase
orders
Ordering
RFQs/
Sourcing
Quotations
Receiving
Analysis
Invoice/
Supplier Payment
management
Reporting
Supplier
performance
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Objectives
After completing this module you should be able to do the
following:
• Create purchase requisitions
• Identify key reports
• Understand setup options
• Understand additional implementation considerations
1-3 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Agenda
• Understand the requisition process
• Enter requisitions
• Create internal requisitions
• Understand requisition import
• Identify key standard reports
• Understand requisition setup options
• Review additional implementation considerations
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Where Purchase Requisitions Fit
Demand
Other
Inventory WIP MRP Order Systems
Mgmt
Import/reschedule
requisitions
Internal
Order Mgmt
sales order
Approval
Manually Requisition
create Demand
Workbench PO
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Manual Requisitions from Purchasing and
iProcurement
• Purchasing provides
complete control over all
aspects of ordering
through several windows.
• iProcurement’s self
service home page
provides simple one-click
access to searching,
shopping, ordering, and
requisition management.
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Purchasing Document Flow
Requisition
RFQ
Quote
Blanket
Contract PA Release
PA
Standard Blanket PA
PO
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Requisition Lifecycle
Submit for Approval
In Process
Return Rejected No
Approve?
Yes Cancelled
Pre-Approved
No
Approve?
Yes
Approved
Purchase
Demand Workbench document
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Send Requisition Notifications
Your requisition
was rejected!
Your requisition
Needs re-approval!
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Agenda
• Understand the requisition process
• Enter requisitions
• Create internal requisitions
• Understand requisition import
• Identify key standard reports
• Understand requisition setup options
• Review additional implementation considerations
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Requisition Structure
Header
PO_REQUISITION_HEADERS_ALL
Line
PO_REQUISITION_LINES_ALL
Distribution
PO_REQ_DISTRIBUTIONS_ALL
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Default Value Hierarchy
Financials options
Purchasing and Receiving options
Supplier
Supplier site
Item 2
1
Purchasing Documents
1 Takes precedence over 2
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Requisition Preferences
• Provide default values when creating requisitions
• Speed and simplify creating requisitions
• Can be overridden if necessary
• Are in effect for the current session
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Requisition Header
• Requisition number
• Requisition type Purchase Requisition
• Description
• Preparer HEADER
• Status
• Requisition Amount
LINE
• Attachments LINE
DISTRIBUTION
DISTRIBUTION
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Quiz
An internal requisition is one that represents demand for goods
and services from within the same organization.
1. True
2. False
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Requisition Line
• Line Type
Purchase Requisition
• Item
• Category
HEADER
• Description
• Quantity
• Unit of Measure LINE
LINE
• Price
• Need-by Date
• Tax Code DISTRIBUTION
DISTRIBUTION
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Requisition Line
• Destination Type
Purchase Requisition
• Requestor
• Organization
HEADER
• Location
• Source Type
• Attachments LINE
LINE
DISTRIBUTION
DISTRIBUTION
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Requisition Distribution
• Quantity
• Charge account Purchase Requisition
• Project information
HEADER
LINE
LINE
DISTRIBUTION
DISTRIBUTION
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Allocating Costs to Multiple Charge Accounts
• You can allocate the cost of a line item to different charge
accounts.
• You can do this by percent, quantity or amount.
Item Account Distribution
01-510-000-1698 75%
Copier Paper
01-510-200-8596 25%
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Quiz
You cannot allocate the cost of a line item to different charge
accounts.
1. True
2. False
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Submitting Requisitions for Approval
• Route requisitions according to approval structure.
• Uses predefined or customized workflows in
Workflow.
• Authorization limits can be set by amount, charge account,
item category and location.
• Resubmit a rejected requisition.
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Approving Requisitions
• Review and approve or reject requisitions on-line.
• Forward requisitions to an alternate approver.
• Update requisitions before approving them.
• Approve requisition by
– Workflow Notification Viewer
– Notifications web page
– Responding to a notification e-mail
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Requisition Actions
You can also do the following with requisitions:
• Update requisitions
• Cancel/Final close requisitions
• View status and action history of requisitions
• Print requisitions
• Review requisition assignments and assign/reassign
requisitions to buyers
1 - 23 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Oracle Purchasing Supplier Item Catalog
View the Supplier Item Catalog to:
• Add lines to an existing requisition
• Add items to a new requisition
• View purchase and price history
• Quantity
• Charge Account
• Project Information
Create
requisitions lines
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Using the Supplier Item Catalog
• Access from menu or Requisition Line
from requisition
• Find for items by entering Search
search criteria Supplier Item Catalog
• View results in the four
tabbed regions. Supplier Item Catalog
• Place lines onto the Negotiated Sources
Order Pad. Prior Purchases
• Select Order Pad lines to Sourcing Rules
add to requisition. Requisition Templates
Order Pad
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Requisition Templates
• Use requisition templates to simplify the process
of requisitioning frequently requested items.
• Consists of items, pricing and
sourcing information.
Requisition template Requisitions
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Agenda
• Understand the requisition process
• Enter requisitions
• Create internal requisitions
• Understand requisition import
• Identify key standard reports
• Understand requisition setup options
• Review additional implementation considerations
1 - 27 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Internally Sourced Requisitions Overview
Requisition Requisition
internal items approval process
Create Internal
Orders process in
Purchasing
* Import Orders
Auto- process in Order
sourcing Management
* Pick / Pack / Ship
Manual
sourcing
Receive
* Activity done outside of Purchasing
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Internal Requisition Integration
Oracle Order Oracle
Inventory Management Purchasing
Internal requisition
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Internal Requisitions: Setup Requirements
• Update profile options
Order
Management • Define order cycles, order source numbers,
Order Import sources, standard value rule
sets, price lists, order types, concurrent
programs, resubmission intervals
• Define internally requested items, inter-
Oracle organization shipping network, item
Inventory sourcing, concurrent programs,
resubmission intervals
• Define internal requisition delivery-to sites,
Oracle
purchasing options, concurrent programs,
Purchasing resubmission intervals
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Internal Requisition Process
Create internal requisition
Run Create Internal Orders
Run OrderImport
Internal order
Schedule order Pick release Ship confirm
Direct update In-transit update
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Controlling Requisition Sourcing
Order from Order from
Item Supplier? Internal Stores?
A100 Yes Yes
A200 No Yes
A300 Yes No
Requisition Type: Purchase Requisition Type: Internal
Item Source Item Source
Control
A100 Supplier A100 Inventory
A200 Inventory A200 Inventory
A300 Supplier A300 Supplier
PO: Legal requisition PO: Legal requisition
type = purchase type = internal
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Creating Internal Orders
Approved Oracle
Purchasing Order entry
internal
interface
requisition
tables
Internal Oracle Order
order Order Entry import
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Creating Internal Orders
with OrderImport
Run Create Internal Orders
Open interface table populated
Run OrderImport
Schedule orders
Pick release
Ship confirm
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Internally Sourced Requisitions Prerequisites
• Requires valid shipping networks.
• Applies to items that can be sourced internally.
• Based on sourcing rules:
– Compares supplier allocation to any valid internal
organization allocation.
– Only sourcing rules assigned to the profile option MRP:
Default Sourcing Assignment Set are used.
1 - 35 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Agenda
• Understand the requisition process
• Enter requisitions
• Create internal requisitions
• Understand requisition import
• Identify key standard reports
• Understand requisition setup options
• Review additional implementation considerations
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Requisitions Open Interface
Flat file Inventory WIP MRP Order
Mgmt
1 Load Open 2 Import
interface
3
Process
Create
AutoCreate releases Workflow
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Oracle Inventory and Requisition Import
Reorder point Min-max Subinventory
planning planning replenishment
Populate requisition
open interface
Oracle Inventory processes
Oracle Purchasing processes
Run req import
Create purchase Create internal
requisition requisition
Create To Oracle Order
purchase Entry process
(Create internal order)
order
(Run order import)
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WIP Outside Processing
Work in Process flow
Op Seq 1 Op Seq 2
Return to
WIP
Autogenerate
requisition
Outside
processing
Supplier
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Oracle Master Scheduling/MRP and Requisition
Import
Oracle Master MRP planning
Scheduling/MRP
processes Populate requisition
open interface
Oracle Purchasing processes
Run req import Run req reschedule
Create Create Reschedule purchase
purchase internal requisition
requisition requisition
Create To Oracle Order Create
purchase Entry process purchase
order (Create internal order) order
(Run order import)
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Master Scheduling/MRP Group By
You can group multiple planned MRP orders in
several ways:
Group by... Means one requisition header...
All on one For all planned orders
One each For each planned order
Buyer Per buyer
Category Per item category
Item Per item number
Planner Per planner
Supplier Per supplier
1 - 41 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Requisition Import Process
Validate requisition details and
derive additional information.
Group and number validated
requisition lines.
Delete all successfully
processed rows.
Create a requisition supply for
all successfully processed
approved requisitions.
1 - 42 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Requisition Import Validation
Requisition Import derives requisition details if they are not
already provided.
Item master Distribution Supplier
Requisition detail
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Requisition Groups
You can group your requisitions by these categories:
• Buyer
• Item
• Location
• Supplier
• Item
• Requisition lines under one requisition header
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Requisition Groups: MRP Example
Planner Workbench Requisition Open Interface
Item Load Group Group Code Req Header Req Item
Value # Line #
C25287 Buy/Plan 2 Buy/Plan 2 101 1 C25287
C28287 Buy/Plan 2 Buy/Plan 2 2 C28287
C28666 Buy/Plan 3 Buy/Plan 3 102 1 C28666
C30764 - ‘PLANNER’ 103 1 C30764
C31556 - ‘PLANNER’ 2 C31556
1 - 45 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Purchasing Open Interface Tables
Interface Data Flow Table, Table, View, or Module name
Name Direction View, or
Process
Requisitions Inbound Table PO_REQUISITIONS_INTERFACE_ALL
PO_REQ_DIST_INTERFACE_ALL
Purchasing Inbound Table PO_HEADERS_INTERFACE
Documents PO_LINES_INTERFACE
Receiving Inbound Table RCV_HEADERS_INTERFACE
RCV_TRANSACTIONS_INTERFACE
1 - 46 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Agenda
• Understand the requisition process
• Enter requisitions
• Create internal requisitions
• Understand requisition import
• Identify key standard reports
• Understand requisition setup options
• Review additional implementation considerations
1 - 47 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Requisition Reports
• Requisition Activity Register
• Purchase Requisition Status
• Buyer’s Requisition Action Required
• Cancelled Requisitions Report
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Requisition Reports
• Printed Requisitions Report
• ReqExpress Templates Listing
• Requisition Distribution Detail Report
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Agenda
• Understand the requisition process
• Enter requisitions
• Create internal requisitions
• Understand requisition import
• Identify key standard reports
• Understand requisition setup options
• Review additional implementation considerations
1 - 50 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Purchasing Options
Control Default Internal Req.
Enforce Full Requisition Order Type
Lot Quantity Import Group By
Order Source
Display Line Type
Disposition Price Type
Messages
RFQ Required
Notify if
Blanket PO
Exists
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Purchasing Options
Control Default Numbering
Entry
Type
Number
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Document Types
Document Types
Type Subtype Name Quotation Class
Requisition Purchase Purchase Requisition
Security Level Hierarchy
Attributes Access Level Modify
Owner Can Approve Forward Method Hierarchy
Approver Can Modify Archive On
Can Change Forward-To Default Hierarchy Materials
Can Change Forward-From Approval Workflow PO Requisition Ap
Can Change Approval Hierarchy Workflow Startup Process MAIN_REQAPPR
Disable Approval Transaction Type
Use Contract Agreements for Autocreate Workflow PO Create Docum
Auto Sourcing
Autocreate Workflow Startup Process Overall Document
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Lookup Codes
• Price Type
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Expense Account Rules
01.100.71050.00000.00000
Employee
charge
account
Define Expense Account Rules
Account Rule Type Account Rule Value Segment Name Segment Value
PO ITEM CATEGORY Pens & Pencils Account 60090
Requisition 01.100.60090.00000.00000
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Profile Options
• PO: Default Supplier Item Catalog Option
• PO: Legal Requisition Type
• PO: Use P-Cards in Purchasing
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Agenda
• Understand the requisition process
• Enter requisitions
• Create internal requisitions
• Understand requisition import
• Identify key standard reports
• Understand setup options
• Review additional implementation considerations
1 - 57 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
Requisition Implementation Considerations
• Who can create them?
• What suppliers will source them?
– Requisition templates
– Supplier catalogs
• Who needs to approve them?
• Can they be internally sourced?
Requisitions
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Additional Requisition Implementation
Considerations
• Requisition sources
• Requisition usage
• Requisition conversion
• Data mapping
• Interface processing
• Integration issues
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Summary
You should now be able to do the following:
• Create purchase requisitions
• Identify key reports
• Understand setup options
• Understand additional implementation considerations
1 - 60 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
