Select a label type. The system uses the label type to determine how this field appears on the Change Ord Rqsts page. Values include:. Custom: Indicates a field label that you specify.
When you select Custom, an edit box appears. Enter the custom label for the field. This label appears on the Change Order Requests page. Page: Indicates a field label taken from another page.
When you select Page, the Page Name field becomes available for entry. Enter the page object name from which you want to take the field label. The label for the field name, as it is defined on the page that you entered, appears on the Change Order Requests page. Rec Long record long : Indicates a field label taken from the long version of record field text defined for the field. Rec Short record short : Indicates a field label taken from the short version of the record field text that is defined for the field.
When you dispatch a purchase order to a vendor, the vendor acknowledges receipt of that purchase order. Sometimes the acknowledgement includes information that requires you to change the purchase order; for example, the vendor may not have the wanted quantity of an item or may not be able to deliver the items at the purchase order price. If you are using EDX with the vendors, these acknowledgements may arrive electronically directly into the PeopleSoft Purchasing system.
When vendor acknowledgements arrive in the system by using EDX, you can run a multiprocess job XML Inbound process that enables you to extract purchase order data from vendor acknowledgements and stages it into the following temporary tables for different parts of purchase order transactions:. The Change Load process loads data from the previous EC tables. Create templates that are used to compare staged purchase order acknowledgement record fields and field values with target purchase order system record fields and field values.
If a difference exists, change request records are created by the Change Load process. Displays the target record group name. The target record is the system record that is updated with data from the source record. Individual target system record fields are updated with data from individual source record fields. Displays the source field name. This is an individual field in the source record that contains data to be transferred to a target system record.
Displays the target system field name. This is an individual field in the target system record to which the source data is transferred. The values that you enter for the buyer on this page appear by default on the purchasing transactions created by this buyer. If you do not define values for fields on this page, you need to manually enter this information when you create purchasing transactions.
Establish users as buyers and define sets of purchase order defaults for each buyer. Define what time frame the buyer wishes to view for the spend analysis graphs on the SRM Dashboard. You can set up only established users as buyers. Select the status of the buyer. Values include Active and Inactive.
If you select Inactive, the Substitute Buyer field becomes available for entry. After you select a setID for each of the defaults, the system enables you to select only the defaults associated with that setID. Select the default department for the buyer. The system uses this value as the department on all purchasing transaction distribution lines created by the buyer.
Select the default ship to location for the buyer. The system uses this value as the ship to on all purchase order schedule lines created by the buyer. Select the default location for the buyer. The system uses this value as the location on all purchase order distribution lines created by the buyer.
This is the internal final destination of the item once the vendor has delivered it to the organization. Select the default origin for the buyer. The system uses this value as the origin on all purchase order headers created by a specified buyer. Displays the substitute buyer. This field becomes available for entry when the Status field is set to Inactive. For example, use this field when a buyer leaves the organization and you want to remove the buyer's name from the system, but don't want to manually change the buyer name in each of the control tables.
Supplying the substitute buyer name automatically changes references to the inactive buyer name to the new substitute buyer name. Indicates that purchase orders that the buyer creates are initially set to Open status and must be approved by an authorized user.
Approval rules set at the business unit level determine whether the status of the purchase order changes to Approved or Pending Approval. Indicates that purchaser orders that the buyer creates are set to Pending Approval or Approved status, depending on the approval rules set at the business unit level. This group only appears if the buyer can use a procurement card. Otherwise, this group box will be hidden. The procurement card number appears that you selected as the buyer default on either the Assign Proxies page under the Security menu or the Assign Proxies page under the Cardholder Profile - Card Data page.
You can change the procurement card number to another procurement card number. Only the procurement cards that are valid for this buyer are available for selection. Select this check box if you want to use the procurement card you select on this page as the default payment method when creating a purchase order. Select the reporting entity to which this buyer will be assigned. The reporting entity determines which Purchasing Business Unit's purchase orders will be included in the spend analysis graphs.
Additionally, the reporting entity specifies a calendar so that delivery schedules can be bucketed into the appropriate periods. Specify the number of periods prior to the current period that should appear on the spend analysis graphs. Specify the number of periods after the current period that should appear on the spend analysis graphs. Establishing Procurement Card Security. Defining Cardholder Profile.
Define buyers that report to a manager for use by the manager spend analysis pagelets in the SRM dashboard. When the manager specified here logs in and views the manager pagelets, the data presented will be comprised of the purchase orders on which these buyers are specified.
See Maintaining Buyers for a Manager. You can define default information for requesters and assign any number of item catalogs, including a default catalog, to each requester.
This streamlines requisition data entry for each requester, because default information appears on requisitions automatically. You can then authorize established purchasing users to enter and process requisitions for all or specific requesters. When you stage requisition data from any third-party application, you must set up requesters in the PeopleSoft system and in the third-party application for the enterprise integration point EIP to work as designed.
Displays the name of the requester as well as the user description that you entered on the User Profile - ID page when you created the requester's user ID. Only established users can be set up as requesters. Select the default ship to location for the requester.
The system uses this value as the ship to location on all requisition schedule lines created by the requester. Select the default location for the requester. The system uses this value as the location on all requisition distribution lines created by the requester. Select the default origin for the requester. The system uses this value as the origin on all requisition header lines created by the requester.
Select to enable requesters to access only the catalogs relevant to their needs. Use the Catalog Information scroll area to define which catalogs are available to the requester. Keep these guidelines in mind if the requesters are restricted to using certain catalogs:. On the Maintain Requisitions - Form page, only those item IDs and categories associated with the requester's assigned catalogs are valid.
On the Order By Catalog page, Category Search page, and Catalog Hierarchy page, only those catalogs assigned to the requester are available. On the Item Search Criteria page, only those item IDs and categories associated with the requester's assigned catalogs are valid. In addition, the Search button retrieves only those items associated with the requester's assigned catalogs.
The process uses this setting to determine whether the schedule can be consolidated with items from other requisitions. Select to enable a buyer to change item prices requested by the requester. If you do not select this check box, you cannot alter item prices on requisitions. Select to specify the default inventory business unit to be associated with the item in the requisition distribution.
If you do not select this check box, the inventory business unit does not appear by default in the requisition distribution. Select the default department for the requester.
The system uses this value as the department on all requisition distribution lines created by the requester. Select to indicate that a requisition created by the requester remains in open status when saved.
A requisition is not eligible to enter the approval process until an authorized user changes its status to Pending Approval. Select to indicate that a requisition created by the requester is assigned a pending approval status and is eligible to enter the approval process when saved. This group only appears if the requester can use a procurement card. The procurement card number appears that you selected as the requester default on either the Assign Proxies page under the Security menu or the Assign Proxies page under the Cardholder Profile - Card Data page.
Only the procurement cards that are valid for this requester are available for selection. Select this check box if you want to use the procurement card you select on this page as the default payment method when creating a requisition. Select to designate a default catalog for a requester. Optionally, you can assign any number of catalogs and designate one of them as the requester's default catalog.
When you select this option, the default catalog automatically populates the catalog on the Order by Catalog, Category Search, and View Hierarchy pages. Viewing Catalog Category Hierarchies. Entering Requisition Header Information. Ordering Items by Catalog. Searching for Item Categories. Use the Requisition Loader Defaults - Req Loader Defaults page and Requisition Loader Defaults - Overrides and Options page to define default and overriding values for requisitions that the Purchasing Requisition Loader process loads from these sources.
When these requisitions arrive in PeopleSoft Purchasing, especially in the case of non-PeopleSoft sources, some of the requisition information might be missing. Entering values on the Requisition Loader Defaults - Req Loader Defaults page enables you to set default values that populate the appropriate fields on loaded requisitions.
The values that you enter on the Requisition Loader Defaults - Req Loader Default page are used as defaults when the values are not already provided in the system. In addition, some requisitions might enter PeopleSoft Purchasing with values that you want to change. Entering values on the Requisition Loader Defaults - Overrides and Options page enables you to override or replace existing values on loaded requisitions with values that you specify.
You can also select options that affect the statuses of the requisitions and how the PeopleSoft Purchasing Requisition Loader process builds them.
Using the Requisition Loader. Requisition Loader Defaults - Req Loader Defaults requisition loader defaults - requisition loader defaults.
Define default values for the Purchasing Requisition Loader process. When the process runs, the default values populate appropriate requisition fields for which there are no existing values in the system. Define override options for the Purchasing Requisition Loader process. When the process runs, the override values replace the appropriate existing requisition values.
The system source and requesting loader business unit you entered to access the page appear. Select the default PeopleSoft Purchasing business unit that will appear on the requisitions. If you want to use multiple business units for the same system source, you must set up a separate Requesting Loader Bus Unit requesting loader business unit for each business unit you want to use. The GL Unit field that displays on this page is the one that is associated with the PeopleSoft Purchasing business unit that you select.
The GL Unit field is not available for modification. Select the default ship to business unit that will appear on the requisitions. The system will populate this field with the default value assigned to the requester if it isn't specified.
Select this check box to enable the prices for items to be changed on the requisitions. This PeopleSoft General Ledger business unit will appear on the distribution information for the requisitions. Click this link to access the Asset Information page where you can enter asset information for the item. Use the Requisition Loader Overrides group box to set values that override the existing values on requisitions built by the PeopleSoft Purchasing Requisition Loader process.
Select a value to override any default entry event codes entered at the business unit level or on the Requisition Loader page. Entry events codes are used to generate supplemental accounting entries.
Select this check box if you want to apply tolerances to the requisitions built by the Requisition Loader process. Enter the base price tolerance on a percentage over of the suggested requisition price. Enter the base price tolerance on a percentage under of the suggested requisition price.
The process uses this setting to determine if the schedule can be consolidated with items from other requisitions. Select this check box to indicate that you want requests from the selected loader business unit to be eligible for processing by the Purchasing Requisition Loader process. This check box setting defines which business units and requests are available for processing in conjunction with the All Business Units and Range of Business Units run types on the Requisition Loader page.
If you do not select this check box, requests from this requesting loader business unit are not loaded. Select this check box to indicate that you want any eligible requisition items sourced from PeopleSoft Inventory.
Ineligible items include ad hoc items, non-inventory items, and open description items. This check box is unavailable for the requisition system sources for PeopleSoft Order Management direct shipments. By Combo Edits by combination edits : When you run the Purchasing Requisition Loader process, these requisitions will be checked for valid ChartField combinations.
This option appears only if Combo Editing is enabled for the business unit. Recycled: Select to give all requisition ChartFields a status of Recycled. If a requisition line has invalid ChartField combinations, the system will generate an exception. Valid: Select to give all requisition ChartFields a status of Valid.
No combination edit errors will occur. Use the Requisition Status group box to transfer a status to the corresponding fields on the requisition. Select this option to give all requisitions a status of Open when they are loaded. Select this option to give all requisitions a status of Pending when they are loaded. Select this option to give all requisitions a status of Approved when they are loaded. Establishing Purchasing Options.
Understanding ChartField Combination Editing. PeopleSoft Supply Planning and PeopleSoft Manufacturing do not have all the information required to create a purchase order. The PO Stage Load process also loads staging tables with entries from purchase order change order requests. Use this component to identify new lines and schedule defaults. If information is missing, the default values populate the appropriate ChartFields. Some purchase orders might enter the purchasing application with values that you want to change.
The PO Loader Defaults - Overrides and Options page enables you to override values on loaded purchase orders with the values that you specify. No matter what the ChartField value from the source is, the override value replaces it.
PeopleSoft Maintenance Management can directly create purchase order staging data for the PO Calculations process to pick up and process. Use the system source Maintenance Management WM , to define the business unit relationships. PeopleSoft Maintenance Management does not use the overrides and defaults when creating the purchase order staging data.
PeopleSoft Order Management does not use the overrides and defaults when creating the purchase order. If you are loading staging tables from change requests, select PPO as the system source when you first enter the PO Loader Defaults component. Using Purchase Order Sourcing. Set default values for the PO Stage Load process. Default values populate empty purchase order fields when the process runs.
Define override options for the PO Stage Load process. These values replace existing purchase order field values when the process runs. Select the default PeopleSoft Purchasing business unit that will appear on the purchase orders. If you want to use multiple business units for the same system source, you must set up a separate Loader Bus Unit loader business unit for each business unit you want to use.
Select the default ship to business unit that will appear on the purchase orders. Select this check box to enable the prices for items to be changed on the purchase orders.
This PeopleSoft General Ledger business unit will appear on the distribution information for the purchase orders.
Select the different ChartFields that will appear as defaults on the purchase orders. This page is not available for a Maintenance Management WM system source. When you consider the item on a distribution line to be an asset and plan to pass it on to the PeopleSoft Asset Management system through receiving, you must populate both the Business Unit PeopleSoft Asset Management business unit and Profile ID fields.
When both fields contain values, the receiving business process treats the item as an asset and writes data to the PeopleSoft Asset Management staging tables. All fields entered here are passed to the PeopleSoft Asset Management system.
Select the cost type that is incurred with the purchase of the item. Select this check box if the cost of this item is capitalized. You must enter an asset management business unit to select this check box. Use the PO Loader Overrides group box to set values that override the existing values provided by PeopleSoft Supply Planning, PeopleSoft Manufacturing, as well as values that are introduced to the system using purchase order change order process.
PeopleSoft Maintenance Management does use these overrides and options when creating purchase order staging data. Select a buyer who overrides the buyer associated with an item. When the purchase order is created, the override buyer appears in the corresponding field, instead of the buyer associated with the item. Enter the base price tolerance on a percentage over of the suggested purchase order price.
Enter the base price tolerance on a percentage under of the suggested purchase order price. Set up the system to automatically assign ID numbers to each new contract and to define contract currency defaults. Select to have the system automatically assign sequential contract ID numbers. If you do not set up autonumbering, you are required to manually specify a unique ID whenever you create a new contract.
Select the default currency code for contracts. The currency that you select is the default base currency for all contracts. Enter a conversion rate type, which determines how the base currency is converted to other currencies. Select to have the system automatically assign sequential master contract ID numbers.
If you do not set up autonumbering, you are required to manually specify a unique ID whenever you create a new master contract. Enter the rebate agreement settlement tolerance amounts. These values will appear as defaults when defining a rebate agreement using the Rebate Agreement - Rebate Options page. Enter the rebate agreement settlement tolerance percentages. Establish the tax vendor product codes cross reference for Taxware and Vertex third-party tax applications.
Each set of vendors that you define can be used for one or more PeopleSoft Payables business units, depending on the TableSet sharing setup. The parameters that you set at this level travel through the control hierarchy onto vouchers for any vendor belonging to this setID. Set vendor control parameters, including autonumbering, withholding, duplicate vendor checking, VAT applicability, and financial sanctions options for vendors belonging to the selected setID.
Select to autonumber vendor IDs when you enter vendors for the selected setID. When you use autonumbering, the system enters Next in the search record Vendor ID field when you add a new vendor. Select , Global, or Global and This determines how the withholding link on the Vendor Information - Location page is labelled.
Enter the number of days that the system waits to confirm a vendor prenote transaction after you send one to the bank for approval.
A prenote transaction is a test transaction that enables a bank to verify that the routing information transit number and bank account number for an electronic funds transfer EFT or automated clearinghouse ACH payment is valid.
Typically, the bank notifies you within a certain number of days only if something is wrong with the prenote transaction. Set the number of wait days to be close to this time span.
Duplicate vendor checking options are set up by setID with the criteria specified here. Duplicate vendor checking follows the following logic:. Select to check for duplicate vendor names. Vendor names must match exactly to come up as duplicates. Select to check for duplicate vendor short names. Short names must match exactly to come up as duplicates. Select to check for duplicate withholding names. Withholding names must match exactly to come up as duplicates. Do Not Include: Excludes all inactive vendors when checking for an existing entry.
Select to check for duplicate vendors automatically when you save a vendor in the Vendor Information component.
If you do not select this option, you can still check for duplicates by using the Check for Duplicates button on the Identifying Information page in the Vendor Information component. PeopleSoft provides validation of your vendors against financial sanctions lists for example, the Specially Designated Nationals SDN list.
The system updates the vendor's financial sanctions status on the Vendor Information component. See Understanding Financial Sanctions Validation. Select an option to validate or not validate vendors loaded through the Vendor EIP. This field functions for financial sanctions validation similarly to the field used in duplicate vendor checking. Select to validate vendors upon saving the Vendor Information component. If you do not select this option, you can still validate the vendor by using the Financial Sanctions edit button on the Identifying Information page in the Vendor Information component.
This check box is not available if you have enabled financial sanctions at the bank level. You must run the PeopleSoft Payables Financial Sanction Validation process if you want to validate at the vendor level when you have enabled financial sanctions at the bank level. You can assign each vendor in the system to a vendor pay group. Pay groups are optional selection criteria for pay cycles.
When you set up the pay cycle selection criteria, you can elect to use vendor pay groups. You can then select payment group codes to include in the pay cycle, and the system creates payments to all vendors assigned to those groups. Specifying Pay Group and Netting Criteria. You can define keywords to categorize conversations that you have with vendors. Keywords might include price disputes, lead time inquiries, and so on. Conversation keywords enable you to record and track conversations that you have with the vendors.
The system uses the keywords to search the vendor conversation records when you try to resolve a particular problem. For example, on the Conversations page, you can record the key elements of a conversation regarding a price dispute. You could select the keywords Price and Dispute to use as search data. Depending on the function security assigned to your responsibility, you have varying levels of access to information. A responsibility defines an application user's current privileges while working with Oracle Applications.
See: Function Security for Purchasing. Navigate to the Find Requisitions window. Then enter as many as desired of the search criteria described in the following steps. Enter the requisition number. If you enter a requisition number, you can also enter a Line number. In the Item region, you can enter the following search criteria: Item number, Revision number, Category, item Description, and Supplier Item number. In the Sourcing region, you can limit the search by Source Supplier or Inventory.
For Supplier sourced requisitions, you can further limit the search by Supplier, Site, and Currency. For Inventory sourced requisitions, you can further limit the search by Organization and Subinventory.
If you have enabled vendored managed inventory, you can limit your search results to those items by checking the VMI box. Select the Results group Headers, Lines, or Distributions to determine which summary window to open. Depending on the search criteria you have specified, all summary windows may not be available. For example, if you specify criteria in the Accounting region, only the Distributions summary window is available. Select the New button to open the Requisitions window.
Use the Requisition Headers Summary folder window to:. Access the Requisitions, Requisition Preferences, and Control Document windows for maintenance of existing information. In the Find Requisitions window, select Headers in the Results region and select the Find button to open the Requisition Headers Summary folder window. Select the Lines button to drill down to the Requisition Lines Summary folder window. You can also select View Lines on the Tools menu to open this window.
Select the Open button to open the Requisitions window and query the requisition on the current line. Your options in this window depend on the status of the requisition and your approval and security options.
For example, if a requisition has a status of In Process, you cannot open it from this window. Choose the Lines button to open the Requisition Lines Summary window. Then select View Purchase Orders on the Tools menu to open the purchase order.
Select Control on the Tools menu to open the Control Document window for the document on the current line. Select Preferences on the Tools menu to open the Requisition Preferences window.
See: Entering Requisition Preferences. Use the Requisition Lines Summary folder window to:. View purchase order and sales order information, if the requisition has been placed on a purchase or sales order. You can also navigate to this window from the Requisition Headers Summary window by selecting the Lines button or View Lines on the Tools menu. Select the Distributions button to drill down to the Requisition Distributions Summary folder window. You can also select View Distributions on the Tools menu to open this window.
For example, if a requisition has a status of In Process, you cannot open its line from this window. Use the Requisition Distributions Summary folder window to:. In the Find Requisitions window, select Distributions in the Results region and select the Find button to open the Requisition Distributions Summary folder window. Use the Requisition Preferences window to enter requisition line defaults including currency, destination, project, and sourcing default information.
These defaults are applicable during this user session to all new requisition lines you create after you set the defaults until you exit Purchasing.
You can override these defaults for specific lines. Navigate to the Requisitions Preferences window by selecting Preferences on the Tools menu in the Requisitions window or in the Requisitions Headers, Lines, and Distributions Summary windows. In the Main tabbed region, you can enter the defaults described in the following steps. Enter the GL Date to be used when funds are reserved.
You can enter a GL Date only if you set up your financials system options to use encumbrance or budgetary control for requisitions. Enter the Charge Account for the cost of the items on the requisition line.
The account you enter here is used only for expense destinations, and it overrides any account built by the Account Generator. Enter a Justification for your requisition line.
Buyers and approvers can review this justification. For Internal requisitions only, enter a Note To Receiver. For example, you could note that the receiver should unpack your requested items or that only you can accept delivery. For both internal and purchase requisitions, you can provide additional notes to the receiver by using attachments.
See: Attaching Notes to Purchasing Documents. Enter the default Reference Number for all requisition lines. You use the reference number to match your requisition line with a specific work, project, etc. Enter the Transaction Nature. See: Defining Lookup Codes. Check Urgent to indicate that your requisition should be expedited.
Buyers have the option to process urgent requisitions faster when they AutoCreate purchase orders from requisitions. Enter a default suggested Currency for the requisition lines.
This must be an enabled code from the Currency window. Enter the default Rate Type. You can also set this default in the Purchasing Options window. Defining Default Options. A rate type of User means that you can enter a conversion rate between the foreign currency or transaction currency in a document entry window and the base currency or functional currency, defined in your ledger.
A rate type of EMU Fixed means that if either your transaction currency or your functional currency is Euro the European Monetary Unit currency and the other is another European currency, Purchasing automatically enters a conversion Rate Date and Rate for you that you cannot change.
You can define additional currency rate types in the Daily Conversion Rate Types window. Enter the default currency conversion Rate. Purchasing overrides this default when you are entering requisition lines if the rate type is not User and if you have established a rate for the rate type and date. Inventory - The goods are received into inventory upon delivery. This option is appropriate only if the item is stock enabled in the deliver-to organization.
Shop Floor - The goods are delivered to an outside processing operation defined by Work in Process. This option is appropriate only for outside processing items. If Enterprise Asset Management EAM is installed, you can use the shop floor destination for one-time description based and non-stocked items to be delivered to a maintenance work order location.
You can also reserve or encumber funds for shop floor destination type purchase requisitions and purchase orders associated with EAM work orders. Enter the Requestor. This is the employee who requests the quantities on the requisition lines. Purchasing copies this name as the requestor for every requisition line. Enter the Organization.
The default is the requestor's organization. The List of Values displays all valid receiving organizations. Enter the delivery Location for all requisition lines.
The default is the requestor's location. You can pick any location that does not have an organization or any location whose organization matches the deliver-to organization. If the Destination Type is Inventory, you can also enter the Subinventory. Enter the Source type: Inventory or Supplier.
If you have both options, you can source requisition lines independently of the document type. You can also mix inventory and supplier sourced requisition lines in the same requisition. Purchasing creates one internal sales order for all Inventory source type requisition lines on this requisition. You can use the Autocreate Documents window to place Supplier source type requisition lines onto purchase orders. For Inventory source type lines, you can enter a default Organization and Subinventory.
If you specify a subinventory for an internal requisition line, Order Management reserves the goods and uses only the specified subinventory for allocation. You can also check RFQ Required to indicate that you want to require an RFQ before the buyer creates a purchase order for the requisition. See: Defining Default Options. Use the Project tabbed region to enter additional information if your organization has implemented any of the following products:.
See: Oracle Projects User's Guide. Select the Apply button to apply your defaults. The preferences entered here will affect new lines entered after you select Apply until you exit the application. Use the Requisitions window to:. Enter internal and purchase requisitions. Your approval and security setup options determine which types of requisitions you can enter. Edit requisitions. Your approval and security setup options determine which requisitions you can edit.
Navigate to the Requisitions window from the menu, by selecting the New button in the Find Requisitions and requisitions summary windows, or by selecting the Requisitions button in the Order Pad of the Supplier Item Catalog.
Incomplete - The requisition is incomplete, or the preparer has not yet submitted the requisition to an approver. Returned - A buyer rejected the requisition. Purchasing returns to the preparer all requisition lines within the same requisition that are not on a purchase order. Total - The currency code and the base currency total amount of all lines in this requisition.
Enter a unique Requisition number. If automatic requisition number generation is active, the cursor does not enter this field and the number is generated when you save your work. See: Defining Numbering Options. Purchase Requisition - The requisition lines are usually satisfied from an outside supplier by means of a purchase order. Internal Requisition - The requisition lines are usually satisfied from inventory by means of an internal sales order.
When you enter requisition lines you can source them independently of the document type. You can mix inventory and supplier sourced requisition lines in the same requisition of either document type. See: Profile Options in Purchasing. With the cursor in a requisition line row, select the Catalog button to open the Supplier Item Catalog.
See: Overview of the Supplier Item Catalog. After completing a requisition, select the Approval button to open the Approve Documents window. Select Check Funds on the Tools menu.
See: Reserving Funds for Requisitions. If budgetary controls are enabled you can unreserve funds. Choose Place on Navigator from the File menu. Choose the Documents tabbed region in the Navigator to later access the requisition more quickly. Use the Items tabbed region in the Requisitions window to enter requisition line information. Enter a line Type for the requisition line. Line types help you define how you want to categorize your items.
The default for this field is the Line Type from the Purchasing Options window. If you change this line type, defaults from the Line Types window appear in the Category, UOM and Price fields, and the cursor moves to the Category field. See: Defining Line Types. For purposes of requisition line entry, line types are handled in three classes: amount-based, quantity-based, and outside processing. The defaults that appear when you enter a line type are cleared if you change the line type to a different class.
Once you have committed a line, you can change the line type only to another line type of the same class. If Oracle Services Procurement is implemented, you can also select a fixed price service line type. If you select the fixed price service line type the Item, Quantity, UOM, and Price fields are not available for update. For quantity-based line types and outside processing line types, enter the Item you want to request.
Purchasing displays defaults for purchasing category, item description, unit of measure, and unit price for this item. Enter the purchasing Category. You cannot change the category if you provide an item number in the Item field.
Enter the item Description to explain the item in further detail. When you enter an item number, Purchasing displays the item description from the Items window. You can change this description only if the Allow Description Update attribute for the item is enabled. Enter the unit of measure UOM you want to use for your requisition line. If you enter an item number, Purchasing defaults the unit of measure for this item.
If you change this value, the quantity is rounded again if appropriate, and the price is recalculated. If you enter a line type that is amount based, Purchasing uses the unit of measure that you assigned to that line type in the Line Types window. You cannot change the unit of measure of amount based items. Enter the Quantity you want to request for the item.
You can enter decimal quantities, but you must enter a value greater than 0. You can use the Catalog button to get price breaks for different quantities from catalog quotations or blanket purchase agreements. If Quantity Rounding is enabled, Purchasing either displays the rounded quantity you should have entered in a warning message or it updates the quantity to the appropriate rounded quantity.
See: Overview of Requisitions. Enter the unit Price for the item. You can enter the price in decimal format. You must enter a value greater than or equal to 0. If you enter an item number, Purchasing defaults a price for this item, but you can change this value.
Your price may change if you enter a suggested supplier and a source document later. Unit prices are in the functional currency. If you need to enter a foreign currency, see the instructions below. If you create a requisition line for an amount based line type, Purchasing sets the price to 1, and you cannot change it.
Enter the Need By date and time for the requested items. This is required only for planned items. You must enter a date greater than or equal to the requisition creation date. The Charge Account is rolled up from a single distribution after the distribution is created.
If more that one distribution is created for the line, Multiple is displayed. The lower part of the screen below the Lines tabbed region consists of optional fields for which the default can be set in the Requisition Preferences window. If Oracle Services Procurement is implemented and you have selected a fixed price based line type, enter the Amount.
Expense - The goods are delivered to the requestor at an expense location. The destination subinventory is not applicable.
Purchasing uses this option for outside processing items. Enter the name of the employee who is requesting the item. You must provide a Requestor before you can approve the requisition. The default is the requisition preparer. Enter the delivery Location for the requested items. Purchasing defaults the deliver-to location that you assign to the employee in the Enter Person window.
You must provide a deliver-to location before you can approve the requisition. Before the source of the line can be Inventory, the deliver-to location must be linked to a customer address in the Customer Addresses window. Enter the Source type. The source type determines the source of the requisitioned items. You may be able to use either the Inventory or the Supplier source type, or both types. Note that if you have both options, you can source requisition lines independently of the document type.
You can even mix inventory and supplier sourced requisition lines in the same requisition. Purchasing creates one internal sales order for all inventory source type requisition lines on this requisition. The supplier source type requisition lines are placed onto purchase orders with the AutoCreate Documents window. Even if you are restricted to one type, Purchasing restricts the source type as appropriate for the item. Conversely, if you are restricted to Supplier requisitions and you ask for an Inventory item Purchased Item attribute - No, Internal Ordered Item attribute - Yes , the source type can be only Inventory.
This is allowed because a requestor may not know the item source type. You can not enter an internal order for an Oracle Services Procurement fixed priced service requisition line type.
For the Inventory source type, enter the Organization and Subinventory. If Oracle Process Manufacturing OPM application is installed and implemented, you are a process manufacturing user, and the selected purchasing organization is a process organization, then the process fields are enabled. See: Entering OPM line information. Save your work. If you save a requisition line without entering a distribution, Purchasing tries to generate a distribution line for you, using the Account Generator based on the information you have entered.
If you want your distribution account numbers to be generated based on project information, you must enter project information in the Requisition Preferences or Requisition Distributions windows before committing the distribution line. See To enter project information preferences in: Entering Requisition Preferences.
See To enter project information in: Entering Requisition Distributions. Navigate to the Source Details tabbed region. If you have chosen a global agreement as the source document the Global box will be checked and the owning organization displayed. If Oracle Project Contracts is installed you can enter Contract number and Rev version number in this region. Additional project contract information can be entered in the Distributions window. Navigate to the Details tabbed region.
Navigate to the Currency tabbed region. Enter a suggested currency for the requisition line. The cursor enters the remaining currency fields only if you have entered a currency here. You can define additional currency rate types in the Define Daily Conversion Rate Types form, and you can enter User or one of your additional types. Enter the currency conversion rate.
Select the Outside Services button to open the Outside Services window for outside processing line types. See: Entering Outside Services Information. Select the Distributions button to open the Distributions window. See: Entering Requisition Distributions. After you have entered and saved all tax related information: Select Manage Tax from the Tools menu to see recoverable and nonrecoverable tax details for each line and distribution.
See: Viewing Tax Information. Select the Approval button to open the Approve Documents window. If budgetary controls are enabled, select Unreserve on the Tools menu. See: To Unreserve Funds. Note: Both Source and Destination organizations should be either process enabled or not process enabled. You cannot change this field. Fixed : The secondary quantity is calculated using the conversion routine. You can change the secondary quantity and the primary Order Quantity is updated to reflect the change.
Default : The secondary quantity is calculated using the conversion routine. You can change the secondary quantity within the deviation limits specified in the item definition in OPM. The Primary Order Quantity is not updated to reflect the change. Geometric resume. Swiss design resume. Explore premium templates. Event planner. Photo calendar. If the line distribution is within budget, the system commits the distribution to your budget.
When you add or change a requisition by assigning or updating a line distribution for a specific activity, the system checks the Activity system. If the activity is assigned to an activity group for which a budget is defined and if the distribution will result in going over budget, the error message "Add or change complete; activity budget will be exceeded" displays.
This message only displays before release of the requisition. If no overage will occur, later, when you release the requisition, the system creates a budget commitment record. Note: If you are using the ' k' process type, this program does an availability edit and creates a requisition line for what you have available. The process of filling requisition lines and cancelling any remaining quantities is not available for make-to-order kit items.
Used in a Lawson general ledger common routine. MMDIST - This record holds an account number and possibly an activity code intended for a general ledger distribution of an inventory item. The Demand Header file contains document header records. Used in a Lawson Currency common routine.
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