AutoCreate

AutoCreate Documents Overview

Purchasing provides automatic creation capabilities for documents. Buyers can quickly create standard purchase orders, planned purchase orders, blanket releases, RFQs, and Oracle Sourcing negotiations from any available standard (not internal) purchase requisition lines. The purchase requisition lines can be for predefined items or one-time items as well as outside processing items. AutoCreating documents can be as simple as selecting requisition lines and adding a supplier-and letting Purchasing do the rest. Use the AutoCreate Documents window to access the features of AutoCreate.

Note: For information on creating quotations directly from RFQs, see: Copying Quotations from RFQs.

AutoCreate provides you with the features you need to satisfy your automatic document creation needs. You should be able to:

With a minimum number of keystrokes you can create new standard or planned purchase orders, blanket releases, RFQs, quotations, and if Oracle Sourcing is enabled, draft buyer's auctions or sourcing RFQs.
Add to existing blanket releases, planned purchase orders, standard purchase orders, RFQs, and quotations
Review all approved requisition lines before placing specific requisition lines on a purchase order or RFQ
Review RFQ headers, lines, and shipments before creating a quotation from a specific RFQ
Collect all requisition lines that meet a certain set of criteria that you establish
Split one requisition line into several requisition lines
Consolidate multiple like requisition lines into single purchase order lines
Review or change your purchase orders, quotations, or RFQs immediately after creation
Use document security to control whether buyers can add to certain document types
Specify foreign currency details during autocreation.
Review requisition lines by currency type

Major Features

Complete Search Criteria

You have flexible criteria by which you can search for unpurchased approved purchase requisition lines for inclusion on purchase orders and RFQs as well as unapproved requisition lines for inclusion on RFQs. When you are creating quotations from RFQs, you specify the RFQ number and lines from which you want to create the quotation. See: Copying Quotations from RFQs.

Fast Purchase Order and RFQ Creation

All purchase requisition lines available for autocreation go into a single requisition pool. Buyers can retrieve any of the requisition lines from the pool and use the AutoCreate Documents window to create standard and planned purchase orders, blanket releases and RFQs. You can place a requisition line on as many RFQs as you want before you place it on a purchase order, after which it is no longer available in the requisition pool.

Fast Quotation Creation

Buyers can use the Copy Documents window to create supplier quotations for each RFQ. Buyers can choose entire RFQs or specific RFQ lines and shipments. See: Copying Quotations from RFQs.

Fast Oracle Sourcing Negotiations

If Oracle Sourcing is enabled, approved requisition lines in the requisition pool can be used to create buyer's auctions or sourcing RFQs . Buyers can use the AutoCreate Documents window to construct these negotiations and then view them in Oracle Sourcing.

Automatic Creation Mode

Automatic Creation Mode lets you create purchasing documents with a minimum number of keystrokes. You provide search criteria to locate the requisition lines you want to place on a purchase order or RFQ. After reviewing the requisition lines, you select all lines that you want. Then you select the Automatic button to create the purchase order or RFQ. You have the option to group requisition lines in a default manner based on the document type or you can autocreate documents that parallel the structure of the requisition from which they were created.

Manual Creation Mode

Manual Creation Mode lets you specify which requisition lines you want to place on a document. You decide which requisition lines you want to combine and where you want them to appear on the document. Then you select the Manual button to create the document.

Foreign Currency Options

When you autocreate new purchase orders, the requisition price is converted into a purchase order price based on specified currency and rate information. You cannot specify currency information in AutoCreate if you are adding requisition lines to an existing document. Purchasing performs price tolerance verification for all currencies.

When you autocreate Oracle Sourcing negotiations, they are always created in functional currency.

Selecting AutoCreate Criteria

Entering Document Information and Completing AutoCreate

Using the Document Builder

Modifying Requisition Lines

Copying Quotations from RFQs

AutoCreate Document Options

The AutoCreate Documents window has features that simplify purchase order and blanket release creation into a few steps:

Enter selection criteria for your requisition lines in the Find Requisition Lines window. See: Finding Requisition Lines for AutoCreate.
Choose whether to create a new document or add to an existing document. See: Selecting AutoCreate Criteria.
In the AutoCreate Documents window, select the Document Type: Standard Purchase Order, Planned Purchase Order, Blanket Release, RFQ, Buyer's Auction, or Sourcing RFQ. See: Selecting AutoCreate Criteria.
Choose the Grouping method: Default - requisition lines are combined into individual lines based on Document Type. Requisition - the autocreated documents parallel the structure of the requisition from which they were created. See: Selecting AutoCreate Criteria.
Choose Automatic or Manual creation mode to place the requisition lines onto a document. Based on the results of your search and on how you want the autocreated document to look, you can decide whether Automatic or Manual creation mode is more appropriate. Only Automatic mode can be used for creating Oracle Sourcing documents. See: Selecting AutoCreate Criteria.

Selecting Requisition Lines

In the Find Requisition Lines window, enter search criteria to narrow the selection of requisition lines. Purchasing chooses all requisition lines from the requisition pool that meet your search criteria and displays them in the AutoCreate Documents window. Requisition lines for the same item and item category are grouped together, but they are not necessarily in order alphabetically. Within each grouping of item and item category, requisition lines are ordered by need-by date.

Creating a Purchase Order, Release, or RFQ

In the AutoCreate Documents window, you can create a new planned purchase order, standard purchase order, blanket release, RFQ, or Oracle Sourcing buyer's auction or sourcing RFQ. Also, depending on your security criteria, you can add lines to an existing document. For example, if standard purchase orders have an access level of View Only, you cannot add lines to an existing standard purchase order unless you are the document owner. See: Defining Document Types. See: Selecting AutoCreate Criteria

To create a new document, select Create New in the Action field.
To add to an existing document, choose Add To and select the document number in the Document Number field.

Using Automatic Creation Mode

Use the Automatic creation mode when any of the following conditions occur:

A majority of the requisition lines that your search criteria located are items you want to place on the document
You want Purchasing to determine where to place the requisition lines on the document
You want Purchasing to combine similar requisition lines automatically onto a single document line
You are creating or adding to a release
You are using Requisition grouping

Automatic Creation Mode lets you create documents with a minimum number of keystrokes. If you want to place on a document all the requisition lines that you selected from those which met your search criteria, select the Automatic button. Purchasing creates in a new document or adds to an existing document all the requisition lines you selected, and these lines are removed from the requisition pool if you are placing them on a purchase order or Sourcing negotiation. Lines that you did not select and lines placed on an RFQ remain in the requisition pool.

Note: Purchasing also copies the notes from the requisition lines and the corresponding requisition headers, but not descriptive flexfields, to the document lines you create.

When creating a purchase order, Purchasing combines the quantities of all requisition lines that have the same item, item revision, line type, transaction reason, unit of measure, and supplier item number onto a single document line. For RFQs, quantities of all requisition lines that have the same item, revision, and line type are combined. The lowest unit price from the combined requisition lines becomes the actual price of the purchase order line. If the items on the requisition lines you combine have different prices, you may want to use Manual creation mode to ensure you get the price you want. See the discussion of Manual creation mode below.

For purchase orders and releases, Purchasing combines shipment information only if the requisition lines have the same need-by date, ship-to location, organization, Accrual type (period-end or on-line), and shipment type. Each purchase order distribution corresponds to only one requisition distribution. Purchasing does not add to an existing purchase order shipment if that shipment has been encumbered. For RFQs, Purchasing combines shipment information only if the requisition lines have the same ship-to location, need-by date, and unit of measure.

Note: You can autocreate releases against blanket purchase agreements only if the requisition lines match the lines on the agreement.

If Oracle Sourcing is enabled and you are creating a negotiation, Purchasing combines the quantities of all requisition lines based on line type, item number, item revision, item description, unit of measure, and ship-to location onto a single line.

For new documents, Purchasing places the items on document lines in the same order that they are displayed, and the shipments will be ordered by need-by date if all requisition lines share a common unit price. Additions to existing documents or document lines will be placed after any existing lines or shipments.

If the profile option PO: Display the Autocreated Document is set to Yes, Purchasing displays the Purchase Orders, Releases, RFQ window, or Sourcing Create Negotiations Documents page, as appropriate, after creating your document lines. See: Profile Options in Purchasing. The AutoCreated document must be in your current operating unit to be displayed.

Using Manual Creation Mode

Use Manual creation mode when any of the following conditions occur:

You want to manually choose the requisition lines to combine onto a single document line
You want to specify the location of the items on the document (for example, specify which purchase order lines the requisition lines will become)
You want to ensure you get the negotiated price when combining multiple requisition lines with different prices

Manual creation mode lets you take control of the actual placement of requisition lines on purchase order lines. You move each line into the position you want it on the document by using the Document Builder. See: Using the Document Builder.

You can combine requisition lines that have the same predefined item and lines that have one-time items onto a single document line. If you want to combine two requisition lines for the same item, one with an item number and one without, use Modify on the Tools menu to add the predefined item to the requisition line for the one-time item.

Purchasing copies only the notes from the remaining selected requisition lines (and their corresponding headers).

Adding Lines to Existing Documents

You can add lines to existing documents only if your security criteria allow you to modify them. However, you can always create new releases against blanket purchase agreements - even if your security criteria do not permit you to access the document elsewhere in the system. To add lines to an existing planned or standard purchase order, specify the purchase order number:

If you use Automatic creation mode, Purchasing creates new lines beginning with the next available line number or combines your requisition lines with existing document lines.

If you use Manual creation mode, you can select any displayed line and place it onto a line in the Document Builder region

Entering Document Information

Once you have completed specification of all criteria (and used the Document Builder for Manual creation mode), you add document information to complete the autocreate process. See: Entering Document Information and Completing AutoCreate.

Additional AutoCreate Features

Modifying Requisition Lines

Use the Modify feature when you want to split an existing requisition line into multiple requisition lines that represent the same or different items. For example, if the requisition line quantity is so large that a single supplier cannot fill the entire order by the need-by date, then you need to multi-source the order (that is, fill it from more than one supplier). On the other hand, if you have a requisition line item that contains parts that you want to order as unique items, you can explode the requisition line into several lines.

Note: Modifying encumbered requisition lines is restricted to quantity only.

On outside processing lines the only field you can modify is quantity. The sum of the new lines must equal the original line quantity.

In the AutoCreate Documents window, select Modify on the Tools menu to display the Modify Lines window with the current requisition line selected. See: Modifying Requisition Lines.
Enter as many new lines as you need to represent the original requisition line. Purchasing automatically creates new distribution lines and prorates quantities for the new distributions from the original requisition line distributions. Purchasing also backs out requisition supply for the original requisition line and creates new supply for the new lines.

When you return to the AutoCreate Documents window, Purchasing displays the new requisition lines that are now available for placement on a purchase order or RFQ. These lines do not appear, however, if the new requisition lines do not meet your original search criteria. The original requisition line is no longer available for purchase order or RFQ placement, but your requestor can easily review the modification status of a requisition line in the Requisitions window.

Returning a Requisition

Purchasing lets you return a requisition line to the requisition preparer. You might want to return a requisition line if you are unable to obtain the requestor's price and want the requestor to resubmit the requisition for approval at a higher price.

Select Return Requisitions on the Tools menu to display the Return Requisitions window. Enter a reason for the return and select OK to return all requisition lines on the current requisition except any lines from the requisition already placed on a purchase order. When you return requisition lines, they are no longer available in the requisition pool.

Returning an encumbered requisition line reverses the funds reservation for that line with a date based on the setting of the PO: Document GL Date profile.

Oracle iProcurement Requisitions

If you have Oracle iProcurement installed, note that, in addition to standard purchase requisitions, iProcurement requisitions include emergency requisitions and requisitions that use a procurement card for the purchase. You can use the PO Create Documents workflow or AutoCreate to create documents from iProcurement requisitions.

Emergency Requisition Lines

An emergency requisition is created in Oracle iProcurement only, by requesters who can order from a supplier directly. Emergency requisitions have a purchase order number reserved for them in advance.

After the emergency requisition is entered in iProcurement, the PO Create Documents workflow creates a standard purchase order from the approved requisition lines automatically, if you use the workflow. If you don't, you can use AutoCreate.

You can view emergency requisition lines in the AutoCreate Documents folder window by displaying the hidden field Emergency PO Number. Or enter an Emergency PO Number in the Find Requisition Lines window.

Except for the following points, emergency requisition lines are autocreated like any other requisition line:

Emergency requisition lines on a single purchase order must have the same Emergency PO Number.
You can put emergency and non-emergency requisition lines on the same purchase order, but Purchasing will give you a warning message when you do.
You can create only standard purchase orders from emergency requisition lines.

Emergency requisitions, and the purchase orders created from them, go through the same approval process as other documents (unless you modify the approval workflow to handle them differently).

Procurement Card Requisition Lines

Requisition lines that use a corporate (or procurement) credit card for the purchase are created in iProcurement only.

After a procurement card requisition is entered in iProcurement, the PO Create Documents workflow a creates a standard purchase order or release from the approved requisition lines automatically, if you use the workflow. If you don't, you can use AutoCreate.

In the AutoCreate Documents folder window, you can view requisition lines that use a corporate credit card by displaying the P-Card hidden field.

Note the following AutoCreate criteria for procurement card purchase orders and releases:

You cannot combine requisition lines that use procurement card information with other requisition lines on the same document.
Procurement card lines on a single document must have the same P-Card number, supplier, and supplier site.

See: Procurement Card Purchase Orders and Releases.

Related Topics

Choosing Workflow Options

Selecting AutoCreate Criteria

Oracle iProcurement Implementation Manual

Finding Requisition Lines for AutoCreate

Use the Find Requisition Lines window to specify search criteria for requisition lines that you will use to autocreate purchase orders and RFQs.

Create online requisitions in the Requisitions window or in Oracle iProcurement. See: Entering Requisition Headers. Approve the requisitions. See: The Document Approval Process.
Use Requisition Import to import requisitions generated by other products. See: Requisition Import Process.

To enter search criteria:

Navigate to the Find Requisition Lines window by selecting AutoCreate from the menu. Then enter desired search criteria as described in the following steps.
Select the Operating Unit for this search.
Select the Approved status: Yes or No. Only approved lines can be used when you autocreate purchase orders. Either status can be used on RFQs. If you do not make a selection, both approved and unapproved requisition lines will be included.

Yes - You can autocreate purchase orders, releases, and RFQs.

No - You can autocreate only RFQs.
The suggested Buyer from the Enter Person window is displayed as the default. If the PO: Allow Buyer Override in AutoCreate Find profile option is set to Yes, you can clear the default or enter a different buyer.
Enter the Requisition number.
Enter the Requestor.
Enter the Emergency PO Number.

If you are autocreating a purchase order from an emergency requisition, enter the purchase order number that was reserved in advance for the requisition. An emergency requisition is created in iProcurement only.
Enter the Preparer.
Select the Supplier Sourcing criterion (Sourced or Unsourced).
Enter the Supplier List.
Enter the Supplier and Supplier Site.
Select the Document Type to indicate that you want to include requisition lines sourced to a Blanket purchase agreement or to a Quotation.
Enter the Document number.
Check the Global checkbox if you want to include only those requisition lines sourced to a global agreement.
If Oracle Sourcing is enabled, enter the Negotiation Number.
Check the VMI checkbox if you want to include only VMI requisition lines.

Note: VMI requisition lines cannot be used for Oracle Sourcing negotiations.
Enter the Minimun Amount on the requisition line to include.
Check the External Locations checkbox if you want to include requisition lines from external locations.
Enter the Currency.
Enter the Ship-To location to include requisition lines with this Deliver To location. The default is the Ship-To Location for the buyer from the Enter Person window.
Enter the currency Rate Type.
Use the tabbed regions to further restrict the search:
- In the Line region, you can enter the following search criteria: Item number, Revision number, Job (Oracle Services Procurement), Category, item Description, and Supplier Item number. The default Category is the category defined for the buyer from the Enter Person window. If the PO: Allow Category Override in AutoCreate Find profile option is set to Yes, you can clear the default or enter a different category.
- In the Status region, you can limit the search by Late status (Yes or No), Urgent status (Yes or No), Assigned status (Yes or No), RFQ Required status (Yes or No), or the number of need by days from today (For example, enter 10 if you want to locate all requisition lines with a need-by date within the next ten calendar days.)
Select the Find button to initiate the search and open the AutoCreate Documents window. See: Selecting AutoCreate Criteria.

To clear existing search criteria:

Select the Clear button to clear any existing search criteria.

To enter requisition preferences:

Select Requisition Preferences on the Tools menu to open the Requisition Preferences window. See: Entering Requisition Preferences.

Related Topics

Defining Buyers

Profile Options in Purchasing

Enter Person, Oracle HRMS Enterprise and Workforce Management Guide

Selecting AutoCreate Criteria

The AutoCreate Documents folder window displays the requisition lines that met the search criteria entered in the Find Requisition Lines window. Use this window to:

Select whether you are creating a new document or adding to an existing document
Select the type of document you are creating: Standard PO, Planned PO, Blanket Release, or RFQ
Select the grouping method: Default or Requisition
For Automatic creation mode, select which of the displayed requisition lines you will use on the autocreated document
Select the creation mode: Manual or Automatic

About Flexfields: AutoCreate does not copy descriptive Flexfields from the requisition.

If your company uses iProcurement, see: iProcurement Requisitions for information about autocreating iProcurement requisitions, including emergency and procurement card (P-Card) requisitions.

To select AutoCreate criteria:

Navigate to the AutoCreate Documents window by selecting the Find button in the Find Requisition Lines window. See: Finding Requisition Lines for AutoCreate.
In the Action field, select whether you want to Create a New document or Add To an existing document.

Note: Only Create is supported for Oracle Sourcing documents.
Select the Document Type you want to create: Standard PO, Planned PO, Blanket Release, or RFQ. The Document Type can be only RFQ if you did not select Approved Requisitions in the Find Requisition Lines window.

You can choose only Standard PO for emergency requisition lines. See:iProcurement Requisitions.

If Oracle Sourcing is enabled you may also select Buyer's Auction or Sourcing RFQ. See the "What are the differences between negotiation types?" topic in online help for details.
Select the Grouping for requisition lines on the document:
- Default: Combine requisition lines for the same item, revision, line type, unit of measure, supplier item number, and transaction reason onto one purchase order line. Combine requisition lines for the same item, revision, supplier item number, and line type onto one RFQ line.
  
  You can add need-by date or ship-to organization and location to the default grouping by using the profiles PO: Use Need-by Date for Default Autocreate grouping or PO: Use Ship-to Organization and Location for Default Autocreate grouping.
- Requisition: Create document with one line for each requisition line. Used only when you select lines on a single requisition.
Note: If Oracle Sourcing is implemented; requisition lines with the same item, revision, description, line type, UOM, and ship-to (based on deliver-to) will be grouped into individual negotiation document lines.

Note: If Oracle Services Procurement is implemented, only Requisition is supported for fixed price with temp labor requisition line types.
For Automatic creation mode, use the check boxes to select the requisition lines that you want to use on the document and then select the Automatic button. You can also use 'Select All' or 'Deselect All' in the Edit menu.

For Manual creation mode, select the Manual button. Manual creation mode is available only when you have chosen Default grouping for Standard and Planned Purchase Orders, Blanket Releases, and RFQs. See: Using the Document Builder.

For both creation modes, Purchasing displays the Add To Document, New Document Number, or New Document window, depending on the action you selected. See: Entering Document Information and Completing AutoCreate.

Note: Only automatic mode is supported when creating Oracle Sourcing documents.
Select Group Shipments if you want to group shipments during the automatic creation of purchase orders. Oracle Purchasing provides flexibility to buyers to decide whether they want to group shipments or not. If you select this check box, then shipments are grouped. Otherwise, Oracle Purchasing creates a separate shipment for each requisition line. Distributions are not grouped.

Important: In the Purchasing Options page, if the Group Shipments check box is selected, then the same selection is reflected in the AutoCreate Documents window as well as the Buyer Work Center Document Builder region. For requisitions created in Oracle Purchasing or Oracle iProcurement, if buyers want to group shipments during the autocreation of purchase orders, then the Group Shipments check box must be setup either in the Purchasing Options page or manually updated in the AutoCreate Documents window or the Buyer Work Center Requisitions Document Builder region.

The Group Shipments check box impacts only the requisitions from Oracle Purchasing and Oracle iProcurement. Buyers can decide whether to group shipments or not for requisitions from Purchasing and iProcurement.

Shipments are not grouped even if the Group Shipments check box is selected for requisitions from the following products:
- Oracle Advanced Supply Chain Planning (ASCP)
- Oracle Work In Process (WIP)
- Oracle Order Management (OM)
- Oracle Inventory
- Oracle Enterprise Asset Management (EAM)
The following business rules apply to the Group Shipments functionality:
- For manual requisitions, shipment grouping is done based on requisition lines and not on requisition distributions.
- The PO line level grouping is based on the values defined for the following profiles:
  
  PO: Use Need-by Date for Default Autocreate Grouping
  
  PO: Use Ship-to for Default Autocreate grouping

To return requisition lines:

Select Return Requisitions on the Tools menu to display the Return Requisitions window.
Enter a Reason for the return.
Select OK to return to the requisition pool all unpurchased lines on the current requisition.

To modify requisition lines:

Select Modify on the Tools menu to open the Modify Lines window. See: Modifying Requisition Lines

To view action history:

Select View Action History on the Tools menu to open the Action History window and display action history for the current line. See: Viewing Action History.

To view blanket purchase agreements:

Select View Blanket POs on the Tools menu to open the Purchase Order Lines window and display all blanket purchase agreements for the item on the current line.

To enter requisition preferences:

Select Requisition Preferences on the Tools menu to open the Requisition Preferences window. See: Entering Requisition Preferences.

Related Topics

Customizing the Presentation of Data in a Folder, Oracle Applications User's Guide

Entering Document Information and Completing AutoCreate

Use the Add To Document, New Document Number, New Document, and Negotiation Outcome modal windows to enter document information for documents you are AutoCreating. Which window displays is determined by your Action choice in the AutoCreate Documents window.

Important: If the PO: Warn RFQ Required before AutoCreate profile option is set to Yes, and one or more of the requisition lines selected for autocreation requires an RFQ and has not been placed on an RFQ, you will be given a warning message and can cancel the autocreate. See: Profile Options in Purchasing

To enter information in the Add To Document window:

The Add To Document modal window appears when you have chosen the Add To action and selected either the Manual or the Automatic creation mode button in the AutoCreate Documents window.
Select the Document Number. For blanket releases, you must also enter the Release Number.

You can select Cancel to close the modal window.
Select OK to go to the next step.

If you are in Automatic creation mode, this completes all required steps. Purchasing autocreates the document and displays the document entry window appropriate for the selected criteria if the PO: Display the AutoCreated Document profile option is set to Yes. See: Profile Options in Purchasing.

If you are in Manual creation mode, you go to the Document Builder. See: Using the Document Builder.

To enter information in the New Document Number window:

The New Document Number window appears when you have chosen the Create New action and selected the Manual creation mode button in the AutoCreate Documents window. This short version of the New Document window requires only that you enter the Document Number. Later, after you have entered information in the Document Builder, the New Document window will appear. See: Using the Document Builder.

To enter information in the New Document window:

The New Document window appears after you have selected the Create button in the Document Builder when you are creating a new document in Manual creation mode and in all cases when you are creating a new document in Automatic creation mode.
The Global Agreement field will be defaulted if all requisition lines are sourced from the same global agreement and a standard purchase order is being created. Autocreate will fail if all requisition lines are not from the global agrement.

This field is greyed out if you are creating a blanket release or RFQ.

You can select a different global agreement from the Global Agreement list of values providing all requisition lines can be sourced to that agreement.
Enter the Document Number. If automatic document numbering is enabled for the document type, this field is not enterable. See: Defining Numbering Options.

For RFQs, you must enter the RFQ Type, and you can enter the Supplier List Name.

For releases, you must enter the Release and the Release Date
For standard and planned purchase orders, you can enter the Supplier and Supplier Site. This is filled in for releases.
Enter the Currency Source:
- Default - The currency is defaulted from the supplier site (if foreign currency), the supplier (if foreign currency), or the functional currency.
- First Requisition Line - The currency from the first requisition line is used.
- Specify - If you select a Requisition and Requisition Line, the currency from that line is autoselected; however, you can override this currency.
The Rate and Rate Date are enterable only when the Rate Type is User. A rate type of EMU Fixed means that if either your base currency (functional currency, defined in your ledger) or your foreign currency (transaction currency in a document entry window) is Euro and the other is another European currency, Purchasing automatically enters a conversion Rate Date and Rate for you that you cannot change.
Select Create to complete autocreation of the document. If the PO: Display the AutoCreated Document profile option is set to Yes, Purchasing displays the document entry window appropriate for the selected criteria. See: Profile Options in Purchasing.

To enter information in the Negotiation Outcome window:

If you chose Buyer's Auction or Sourcing RFQ, the Negotiation Outcome window opens.
The Document field reflects your choice of Buyer's Auction or Sourcing RFQ from the main Autocreate window.
Select Standard Purchase Order or Blanket Purchase Agreement from the Negotiation Outcome list of values. This will detemine the type of document that will be created when the Sourcing negotiation is complete.
Click the Create button and the Sourcing Create Negotiation Documents page is displayed. See the Oracle Sourcing online help for details.

Using the Document Builder

Use the Document Builder region in the AutoCreate Documents window to build documents for automatic creation in Manual creation mode.

To build documents when creating a new document:

Navigate to the Document Builder by selecting the Manual button in the AutoCreate Documents window and entering a document number in the New Document Number window. See: Entering Document Information and Completing AutoCreate.
In the upper region, select one requisition line for build placement. This enables the Add to Document button.
Choose the Add to Document button.

This places the selected requisition line from the upper region into the Document Builder, highlights the upper region and positions the cursor in the next available Line field.

You can position the cursor anywhere in a populated line in the Document Builder to enable the Remove button. Choose the Remove button to return the line to the upper region and deselect the line.
You can select additional lines one at a time in the upper region and move them to the Document Builder.

To create a new purchase order line, select a requisition line in the upper region and choose the Add to Document button. Purchasing creates a new, corresponding purchase order line.

To add to an existing purchase order line, select a requisition line in the upper region, click in the Line field of an existing line below, and choose the Add to Document button. Purchasing places the requisition line on the next available open line below, but gives it the same Line number as the line you added it to. If the lines cannot be validly combined, Purchasing gives it a different Line number. (See: AutoCreate Document Options.)

You can change a Line number in the Document Builder region to any unused Line number.

To build documents when adding to an existing document:

If you are adding to an existing document, Purchasing displays all the existing document lines in the Document Builder, with the line disabled. You cannot remove any of these existing lines.
Follow steps 2 - 4 above.
Select Create to complete autocreation. If the PO: Display the AutoCreated Document profile option is set to Yes, Purchasing displays the document entry window appropriate for the selected criteria. See: Profile Options in Purchasing.

To cancel the current session in the Document Builder:

Select the Cancel Build button to remove any lines you have added to the Document Builder and return them to the upper region.

Related Topics

AutoCreate Documents Overview

Modifying Requisition Lines

Use the Modify Lines window to split an existing requisition line into multiple requisition lines that represent the same or different items. For example, if the requisition line quantity is so large that a single supplier cannot fill the entire order by the need-by date, then you need to fill this order from more than one supplier. On the other hand, if you have a requisition line item that contains parts that you want to order as unique items, you can explode the requisition line into several lines. These new requisition line(s) can then be modified as well.

Note: You cannot modify requisition lines with the following :

Items under Enterprise Asset Management control
Drop shipped orders
Oracle Services Procurement fixed price or temp labor line types

To modify requisition lines:

Navigate to the Modify Lines window by selecting Modify on the Tools menu in the AutoCreate Documents window. Purchasing displays the current requisition line in the Lines tabbed region.
Enter as many new lines as you need to represent the original requisition line. Purchasing automatically creates new distribution lines and prorates quantities for the new distributions from the original requisition line distributions. Except that you cannot update destination information (destination type, organization, location, requestor, and subinventory), the entry of information in the Lines, Source Details, Details, and Currency tabbed regions is identical to entry of this information in the Requisitions window. See: Entering Requisition Lines.

Note: You can only modify the quantity on outside processing requisition lines and the sum of the quantities on the new lines must match the quantity of the original line. You can only modify the quantity on encumbered requisition lines.

Note: If the profile option PO: Restrict Requisition Line Modify to Quantity Split is set to Yes you can only modify the quantity. See: Profile Options in Purchasing.

Note: Changing the supplier for a line on a requisition with supplier p-card information will remove the p-card number.

To cancel your entries:

Select Cancel to cancel your entries and return to the AutoCreate Documents window.

To save your work:

Select OK to save your work and return to the AutoCreate Documents window, where Purchasing displays the new requisition lines that are now available for placement on a purchase order or RFQ. These lines do not appear, however, if the new requisition lines do not meet your original search criteria. The original requisition line is no longer available for purchase order or RFQ placement, but your requestor can easily review the modification status of a requisition line in the Requisition Lines Summary window.