The ‘Requisition Lines’ section records all the line information for requisitions.
Position your cursor on the row you wish to contain the Requisition Line data, then double-click in one of the cells to contain the values.
Alternatively use the ‘Forms’ icon on the ribbon.
The ‘Available Forms’ form will display, select ‘Requisition Lines’ and click Ok.
The following form will display:
The Requisition Lines form has five tabs which relate to sections in the worksheet. The tabs available are:
a) Requisition Lines
This section records the Line, Destination and Source information. If you have the Sourcing option to full or partial sourcing, the source information will default, however in the case of partial it will not override any information you have entered.
‘Note to Buyer’ is a text field (Maximum 240 characters) available for the user to enter notes to the ‘Buyer’. This can be seen at the line Level in the Standard Oracle Requisitions form.
The first line loaded in any Requisition will appear as a header level Note to Buyer in the iProc form in Oracle.
‘Note to Receiver’ is text field available for the user to enter notes to the ‘Receiver’.
If the ‘Urgent’ field is ‘Yes’ this means the requisition needs to be expedited.
Smart Forms (Note – Smart Forms are not available in 11i)
Smart Forms are configurable templates available in Oracle iProcurement. It is used for the purchase of goods or services that are not available in the catalog (non-catalog request). Through these templates key information such as preferred Suppliers, Category, and Price default on the request and display other information needed to validate and execute the order.
In the Requisition Lines form, select a Smart Form template from the list of values. The list of values are currently based on Operating Unit and restricted to Store Assignment of Non-Catalog Request (subtab).
The form will display information defaulting from the selected Smart Form template.
Encumbrance Accounting
The purpose of Encumbrance Accounting is to reflect commitments for tracking expenses and to avoid overspending.
If either ‘Use Requisition Encumbrance’ or ‘Use PO Encumbrance’ is enabled in Financial Options, ‘Dist GL Date’ is required. This must be in an open Purchasing Period. It creates journal entries and transfers to General Ledger when a Requisition is created.
‘Line GL Date’ is optional. Enter a date that is in an open Purchasing Period. If it is left blank, system date will default.
Catalog Supplier Item
This functionality allows easy access for locating items and source information.
Ensure the profile option, ‘More4Apps: RW Enforce Catalog Defaulting’ is set to ‘Yes’ and the mode is iProcurement.
Item details will default based on the selected Supplier Item from the Supplier Catalog.
The associated sourcing details will default.
b) Sourcing
This section displays the details for source document if ‘Source Type’ is Supplier. The source details will default based on the item selected.
If Full Sourcing is selected, the Supplier, Site, Document details and Sourced Price are defaulted.
Sourcing options are available to help upload requisitions with the minimal amount of input. The Wizard can look at your sourcing rules to work out the price reorder unit of measure, buyer and supplier. For example if you use partial or full sourcing the Requisition Wizard will automatically apply sourcing information. The Sourcing option can be changed at any time.
Note: The sourcing rules option and defaulting functionality is not available for internally ordered items. You may still be able to load the items with full sourcing set, and Oracle may tie the Requisition to an internally sourced order.
Choose the option you require from the ‘Requisition Lines’ form:
The Sourcing options are:
Full Sourcing
Use the ‘Full Sourcing’ option if you want to apply the default sourcing rules for an inventory item to the upload process. This will automatically update the Supplier, Supplier Site, Buyer and Price information based on the blanket purchase order associated with the inventory item. With this option you cannot enter a price for the inventory item. However a list price and/or a sourcing rule for the item must exist. Full sourcing also uses the price break functionality available in Oracle to default the price on the requisition.
Full sourcing will import the items with the Sourcing option set to ‘Yes’. The Oracle Requisition import process will automatically apply to the items sourcing information. The sourcing data in the Requisition Wizard is for information purposes only.
Partial Sourcing
The ‘Partial Sourcing’ option provides you with the ability to reference sourcing rules where you have not entered in the sourcing information for supplier and supplier site - it will default the details based on the sourcing rules. You can update this information within the form and it will not override your price for the particular item.
Partial sourcing will import the items with the Sourcing option set to ‘No’. The Oracle Requisition import process will not override your requisition sourcing information.
c) Currency
This area records currency codes and exchange rate information if the transaction currency is different from the functional currency.
d) Outside Services
This is applicable to supplier sourced items, resources and services in the manufacturing process.
If a requisition line includes an outside processing item, you must specify a discrete job or assembly to link the requisition line to
Enter the production line for the assembly, operation, resource sequence number of the outside processing operation where applicable.
