Form
This form allows the user to enter Req Type and Status, and notes to the Buyer and the Approver. Alternatively you can type or paste the relevant values straight into excel.
To enter this information using the form, click on the ‘Forms’ icon on the ribbon.
This opens the ‘Available Forms’ form. Select ‘Requisition Header’ and click ‘Ok’.
The following form will display:
Enter the ‘Status’ and ‘Preparer’ for the Requisition, which are required fields.
The ‘Preparer’ will default as the application user, but this can also be selected from a list of values. A Preparer is the person creating the requisition.
Enter the other fields if required and select ‘Ok’ to write the details to your worksheet.
‘Req Type’ defaults to ‘Purchase’ on upload if nothing is entered in this field.
Additional Columns
Req Number - This field is optional. If you do not provide a Requisition Number then this will automatically generate during the import process.
Currently this column is not validated except for the maximum allowed length of 20 characters.
There are two ways to populate the 'Req Number' column:
1. Enter your own Requisition Number - Be aware that lines will be rejected by Oracle if the number is already in use.
2. Leave Blank - If you leave the ‘Req Number’ column blank, Requisition Import will assign a new number for each header row and use that number for all associated lines.
Req Description (optional) - Manually enter description as required. Maximum length is 240 characters.
Req Approval Path (optional) - If ‘Can Change Approval Hierarchy’ is enabled for the document type, you can select a new Approval Path.
Req Forward To (optional) - If ‘Can Change Forward-To’ is enabled for the document type, the user can forward the document to someone other than the next approver in the default Approval Path.
Req Note to Approver (optional) - Enter notes or instructions to the next Approver. Maximum length is 480 characters.
Emergency PO Num (optional) - This is the reserved purchase order number for an emergency requisition. It can be provided to the supplier to expedite the order.
