Use the Requisition Templates window to define requisition
templates. These templates automate requisitioning of commonly ordered items
like office supplies. To create a requisition for office supplies,
requestors in your organization simply use your template and enter
the quantity of each item they want to order.
To create a template, you can specify the items individually or you
can reference an existing requisition or purchase order. If you reference an
existing document, Purchasing adds all lines on the document to the template.
You can reference multiple documents to add all their lines to the same
template. After you define a template, you can reference the template in
the Supplier Item Catalog.
When you do so, Purchasing displays all template lines that
are valid for the destination organization, and you can use any of these
lines on your requisition. You can create requisitions with this
template as long as the requisition creation date is before the
template inactive date.
To define requisition templates:
1. Navigate to the Requisition Templates window
2. Select the Operating Unit for this template.
3. Enter the requisition Template name.
4. Enter a Description of the template.
5. Enter the Inactive Date after which you do not want any requestor
to create a requisition from this template.
6. Enter the requisition Type: Internal or Purchase. In either
case, you can enter individual requisition lines of either type.
7. If this template is to be used in Oracle iProcurement, select
the Reserve PO Number option:
- No prevents the
requester from reserving a purchase order number at the time the
requisition is approved.
- Optional allows
the requester to reserve a purchase order number at the time the
requisition is approved.
- Yes, will
automatically reserve a purchase order number at the time the requisition
is approved.
To copy lines to a template
1. Select the Copy button to open the Base Document window.
2. Enter the Base Document Type: Purchase Order or
Requisition.
3. Enter the base document Number from which you want to copy
lines to the template.
4. Choose the OK button to copy all lines of the base document
onto the template. You can choose the Cancel button to return to the
Requisition Templates window without copying. You can place lines from multiple
documents onto the same requisition template.
To manually add lines to a template:
1. Use the Lines region to manually add new lines to the template.
You can also remove lines that you have copied from a base document, and you
can change certain information in these lines.
2. Enter a Number in this field to identify the sequence of the
line on your requisition. Purchasing provides default sequence numbers in
increments of one.
3. Enter the line Type. You can enter or change information in
this field only for new lines. The default is from the Purchasing Options
window.
4. Enter the Item number. You can enter or change information in
this field only for new lines.
5. For new lines only, you can enter the item Revision number.
6. If you entered an item, Purchasing displays the purchasing
Category, and you cannot change it. Otherwise, you must enter a purchasing
category.
7. Purchasing displays the item Description from the document you
selected in the Number field. If you are entering a new line, the description
is from the item master. You can change the description only if this attribute
is active for the item.
8. The Source type determines the source of the requisitioned
items. The choice you have in this field is dependent on your user profile
options and the system profile options. At either level, you may be
restricted to one of the following options: Inventory or Supplier. Note
that if you have both options, you can source requisition lines
independently of the requisition type. You can even mix inventory and
supplier sourced requisition lines in the same requisition.
Purchasing creates one internal sales order for each
inventory source type requisition line on this requisition. The
supplier source type requisition lines go onto purchase orders, either
automatically with AutoCreate Documents or manually with the Purchase Orders window.
9. Enter the default unit of measure.
10. Optionally, enter a suggested quantity for requisitioners in
Oracle iProcurement.
11. For supplier sourced lines, you can enter the unit price, and
this price is used in the Requisitions window. For inventory sourced lines, the
cursor does not enter this field, and the price in the Requisitions window is
the actual cost from inventory.
12. If Oracle Services Procurement is implemented, enter an amount
for a fixed price services line type. Amount is required and the source type
must be Supplier.
13. Indicate that this line was from a negotiated source by
checking the Negotiated checkbox. You can change it only if your responsibility
has that function enabled.
14. Save your work.
To enter sourcing information :
You can enter sourcing information for the current line in the
lower part of the window.
1. For supplier source type lines, you can enter the name of the
Buyer to whom you want to assign the requisition line. The buyers can query
requisition lines that you assign to them when they AutoCreate purchase
orders.
2. For supplier source type lines, you can select RFQ Required to
indicate that you want to require an RFQ before the buyer can create a purchase
order for the requisition. Purchasing displays a warning message if you try to
create a purchase order without a required RFQ.
3. For supplier source type lines, you can enter a suggested
Supplier for your requisition items. You can choose a supplier from the list of
available suppliers.
4. For supplier source type lines, you can enter the supplier
Site. You can enter this field only if you provide a suggested supplier name.
You can choose a supplier site from the list of values.
5. For supplier source type lines, you can enter the name of your
Contact at the supplier site.
6. For supplier source type lines, you can enter the Supplier Item number.
7. For inventory source type lines, you can specify the source
Organization.
8. For inventory source type lines, you can optionally specify the
Subinventory source. If you do so, Oracle Order Management reserves the goods
and uses only the specified subinventory for allocation. If the goods do not
exist at the specified subinventory, Order Management backorders them, even if
they do exist in another subinventory.
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