With on-line requisitions, you
can centralize your purchasing department, source your requisitions with the
best suppliers, and ensure that you obtain the appropriate management approval
before creating purchase orders from requisitions. You can use Master
Scheduling/MRP to generate on-line requisitions automatically based on the
planning requirements of your manufacturing organization
Purchasing provides you with
the features you need to satisfy the following basic requisition needs.
You should be able to:
o Create, edit, and review requisition
information on-line. You should also be able to enter suggested supplier
information, delivery instructions, multiple accounting distributions, and
notes to buyers, approvers, and receivers.
o Review the current status and action history
of your requisitions. You should always know who approves requisitions and
whether they are in the approval, purchasing, receiving, or delivery stage.
o Route requisitions according to your approval
structure. You should also be able to set authorization limits by amount,
charge account, item category, and location.
o Review and approve requisitions that need your
approval. You should also be able to see the full requisition detail and review
the action history before you approve a requisition.
o Print requisitions (with status Approved,
Cancelled, Rejected, In Process, Pre-Approved, and Returned) for off-line review
and approval. You should always be able to track the status of requisitions
through the approval process.
o Import requisitions from other systems such
as material or distributions requirement planning applications
o Perform on-line funds checking before
creating requisitions. You should always know how your planned expenses compare
to your budget.
o Automatically source requisitions from
outstanding blanket purchase agreements or quotations you have received from
suppliers
o Create requisitions quickly and easily for
commonly purchased items
o Provide attachments as notes on requisition
headers and lines
o Assign requisition lines to buyers and review
buyer assignments for requisition lines
o Forward all requisitions awaiting approval
from one approver to an alternate approver. Within your security and approval
constraints, you should be able to reroute requisitions from one approver to
another whenever you want.
o Record suggested foreign currency information
for each requisition line
Requisitions Overview
1. Logging in to Oracle, click
the Purchase Requisitions icon on
the Homepage.
2. This will open the Requisitions page. The sections of the page include:
A
– Shop by Category (also referred to as Punchouts or Catalogs):
-
Provides
links to external Supplier/Vendor sites to order items to add to Requisitions
B
– Recent Requisitions:
-
Displays
links to the most recent Requisitions for the logged in user. The list includes the current approval
status.
C
– Recent Purchases:
-
Displays
items recently added to a Requisition from a punchout.
D
– More Tasks (dropdown) (display will differ depending upon a user’s system
role/access):
-
Provides
access to the Request Noncatalog Item
task (to enter a Requisition for Goods or Services)
o
Note:
The following Tasks are not being used:
§ Enter Requisition Line
(Task is only displayed for certain users)
§ Request New Supplier (Task
is only displayed for certain users)
§ Update Preparer and
Requester
E – Pencil icon to access Requisition Preferences to change the Requisitioning
BU (Business Unit) for which the Requisition is being entered. (This is only
displayed for certain users)
o
Note:
The user will only see the pencil icon if he/she has access to multiple
Procurement Business Units
Please click on the below link for
more details:
Oracle
Fusion Purchase Requisition Training Manual
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