Windows/Pages and Navigation Paths

Actions on Awards

Buyer Work Center > (T) Awards > (ST) Header > Views

Select a View and then select an Action from the Select Award LOV.

Add another search criteria using Add Another LOV

Buyer Work Center > (T) Awards > (ST) Schedules

Select a value in the Add Another LOV and click (B) Add

Add another search criteria using Add Another LOV

Buyer Work Center > (T) Awards > (ST) Distributions

Select a value in the Add Another LOV and click (B) Add

Add another search criteria using the Add Another LOV

Buyer Work Center > (T) Awards > (ST) Lines >

Select another search criteria by using the Add Another LOV > (B) Add

Add another search item by using Add Another LOV

Buyer Work Center > (T) Awards > (ST) Pay Items

Select a value in the Add Another LOV and click (B) Add

Add Attachments to Award

Buyer Work Center > (T) Awards > (LOV) Create

In the Create page (ST) Header or (ST) Lines, click (B) Add Attachments

Add Funds to Modification from Requisition Line

Buyer Work Center > (T) Requisitions > (ST) Demand Workbench > Document Builder > (LOV) Add Funds to Modification

Select one or more requisition lines and click (B) Add.

Add rows

Buyer Work Center > (T) Awards > (ST) Lines > (LOV) Add Lines

Click (B) Add 5 rows

Add to Existing Workload Assignment

Buyer Work Center > (T) Requisitions > (LOV) Workload Assignment > Select Add to Existing Assignment

Address and Supplier Details

Buyer Work Center > (T) Awards > (LOV) Create > (ST) Address and Supplier Details

Approval Options

Buyer Work Center > (T) Awards > (LOV) Create

Select an award and then select (B) Approval Options

Or:

Buyer Work Center > (T) Awards > (ST) Headers > Views > My Incomplete Awards > (B) Go

Select Award LOV > Update > (B) Go

Awards > Update page > (B) Approval Options

Authenticate Contract Action Report

Select an Award or IDV and then use the action Update FPDS-NG Reporting Information from the Award or IDVs Views page or from any of the tabs of the Award or IDV that have the Actions LOV

The FPDS-NG Reporting Information page displays, select a Reporting Method from the Reporting Method LOV (except None or Exempt)

Select Authenticate CAR from the Action LOV that appears.

Awards

(N) Purchasing > Buyer Work Center > (T) Awards

Buyer Work Center

(N) CLM Purchasing Super User > Buyer Work Center

Change Contract Action Report PIID

Select an Award or IDV and then use the action Update FPDS-NG Reporting Information from the Award or IDVs Views page or from any of the tabs of the Award or IDV that have the Actions LOV

The FPDS-NG Reporting Information page displays, select a Reporting Method from the Reporting Method LOV (except None or Exempt)

Select Change PIID from the Action LOV that appears.

Change or select a receiving organization

Receiving > Change Organization > Select a receiving organization from the popup

Closeout of Awards

Buyer Work Center > (T) Awardss > (ST) Header > Views

Select a View, select an approved Award and then select the Closeout action from the Select Award LOV.

Closeout of IDVs

Buyer Work Center > (T) IDVs > (ST) Header > Views

Select a View, select an approved IDV and then select the Closeout action from the Select IDV LOV.

Correct received quantity

Receiving > Corrections (B) Find

The search results display the Receiving Corrections window

Create Award using Document Builder

Buyer Work Center > (T) Requisitions > (ST) Demand Workbench > Document Builder > (LOV) New Award

Select a requisition and click (B) Add.

Create Awards

Buyer Work Center > (T) Awards > (ST) Headers > (LOV) Create

Select a document type and click (B) Go.

Create FPDS-NG Contract Action Report

Select an Award or IDV and then use the action Update FPDS-NG Reporting Information from the Award or IDVs Views page or from any of the tabs of the Award or IDV that have the Actions LOV

The FPDS-NG Reporting Information page displays, select a Reporting Method from the Reporting Method LOV (except None or Exempt)

Select Create CAR from the Action LOV that appears.

Create IDVs

Buyer Work Center > (T) IDVs > (LOV) Create

Select a value and click Go.

Create New Workload Assignment

Buyer Work Center > (T) Requisitions > (LOV) Workload Assignment > Select Create New Assignment

Create solicitation using Document Builder

Buyer Work Center > (T) Requisitions > (ST) Demand Workbench > Document Builder > (LOV) New Solicitation

Select a requisition and click (B) Add.

Create Suppliers

Buyer Work Center > (T) Suppliers > (B) Create Supplier

Delete Contract Action Report

Select an Award or IDV and then use the action Update FPDS-NG Reporting Information from the Award or IDVs Views page or from any of the tabs of the Award or IDV that have the Actions LOV

The FPDS-NG Reporting Information page displays, select a Reporting Method from the Reporting Method LOV (except None or Exempt)

Select Delete CAR from the Action LOV that appears.

Distributions

Buyer Work Center > (T) Awards > (ST) Distributions

Edit Contract Action Report

Select an Award or IDV and then use the action Update FPDS-NG Reporting Information from the Award or IDVs Views page or from any of the tabs of the Award or IDV that have the Actions LOV

The FPDS-NG Reporting Information page displays, select a Reporting Method from the Reporting Method LOV (except None or Exempt)

Select Edit CAR from the Action LOV that appears.

Enter and View Receiving Transactions

Receiving > Receiving Transactions (B) Find

The search results display the Receiving Transactions window

Enter Cascade Receipts

Receiving > Receiving Transactions > (B) Cascade

Enter Express Receipts

Receiving > Receiving Transactions > (B) Express

Export Awards

Buyer Work Center > (T) Awards > (ST) Header > (B) Export

Export Distributions

Buyer Work Center > (T) Awards > (ST) Distributions

Specify the criteria and click (B) Export

Export IDV

Buyer Work Center > (T) IDVs > (ST) Headers

Select an IDV and click (B) Export

Export Lines

Buyer Work Center > (T) IDVs > (ST) Lines

Specify the search criteria and click Go.

Select the IDV and click (B) Export.

Export Pay Items

Buyer Work Center > (T) Awards > (ST) Pay Items

Specify the criteria and click (B) Export

Export Schedules

Buyer Work Center > (T) Awards > (ST) Schedules > (B) Export

Find Corrections

Receiving > Corrections (B) Find

Find In-Transit Shipments

Receiving > Manage Shipments > Find In-Transit Shipments > (B) Find

Find Receiving Transactions

Receiving > Receiving Transactions (B) Find

Find Receiving Transactions Summary

Receiving > Receiving Transactions Summary > (B) Find

Find Returns

Receiving > Returns > Find Returns > (B) Find

Find Transaction Statuses

Receiving > Transaction Statuses > Find Transaction Statuses > (B) Find

Find Unordered Receipts

Receiving > Match Unordered Receipts > Find Unordered Receipts > (B) Find

Find Update Movement Statistics

Receiving > Update Movement Statistics > Find Movement Statistics > (B) Find

Header

Buyer Work Center > (T) Awards > (LOV) Create > (T) Header

IDV Header

Buyer Work Center > (T) IDVs > (ST) Header

IDVs

Buyer Work Center > (T) IDVs

Inspect the received items

Receiving > Receiving Transactions > (B) Inspect

Lines

Buyer Work Center > (T) Awards > (ST) Lines

Lines

Buyer Work Center > (T) IDVs > (ST) Lines

Link FPDS-NG Contract Action Report

Select an Award or IDV and then use the action Update FPDS-NG Reporting Information from the Award or IDVs Views page or from any of the tabs of the Award or IDV that have the Actions LOV

The FPDS-NG Reporting Information page displays, select a Reporting Method from the Reporting Method LOV (except None or Exempt)

Select Link CAR from the Action LOV that appears.

Manage Deliverables

Buyer Work Center > Requisitions > (T) Deliverables

Manage Shipments

Receiving > Manage Shipments > Find In-Transit Shipments > (B) Find

The search results display in the Manage Shipments window

Match Unordered Receipts

Receiving > Match Unordered Receipts > Find Unordered Receipts > (B) Find

The search results display in the Match Unordered Receipts window

Negotiations

Buyer Work Center > Requisitions > (T) Negotiations

Pay Items

Buyer Work Center > (T) Awards > (ST) Pay Items

Personalize Awards

Buyer Work Center > (T) Awards > (ST) Header > (B) Personalize

Personalize IDVs

Buyer Work Center > (T) IDVs > (ST) Headers

Select an IDV and click (B) Personalize

Personalize Views

Buyer Work Center > (T) Requisitions > (ST) Demand Workbench >Views > (B) Personalize

Remove Contract Action Report Link

Select an Award or IDV and then use the action Update FPDS-NG Reporting Information from the Award or IDVs Views page or from any of the tabs of the Award or IDV that have the Actions LOV

The FPDS-NG Reporting Information page displays, select a Reporting Method from the Reporting Method LOV (except None or Exempt)

Select Remove CAR Link from the Action LOV that appears.

Remove selected lines from Workload Assignment

Buyer Work Center > (T) Requisitions > select one or more requisition lines that have a workload assigned

Buyer Work Center > (T) Requisitions > (LOV) Workload Assignment > Select Remove Lines from Assignment

Reopen a Closed Out Award

Buyer Work Center > (T) Awards > (ST) Header > Views

Select a View, select an Award with a status of Closed Out and then select the Reopen action from the Select Award LOV.

Reopen a Closed Out IDV

Buyer Work Center > (T) IDVs > (ST) Header > Views

Select a View, select an IDV with a status of Closed Out and then select the Reopen action from the Select IDV LOV.

Requisition Amendments

Buyer Work Center > (T) Requisitions > (ST) Amendments

Requisition Summary

Buyer Work Center > (T) Requisitions > (ST) Summary

Requisition Summary Distributions

Buyer Work Center > (T) Requisitions > (ST) Summary > (ST) Distributions

Requisition Summary Lines

Buyer Work Center > (T) Requisitions > (ST) Summary > (ST) Lines

Requisition Summary Requests

Buyer Work Center > (T) Requisitions > (ST) Summary > (ST) Requests

Requisitions

Buyer Work Center > (H) Requisitions

Review and Implement Requisition Amendments

Buyer Work Center > (T) Requisitions > (ST) Amendments > (B) Review and Implement

Schedules

Buyer Work Center > (T) Awards > (ST) Schedules

Search Deliverables

Buyer Work Center > Requisitions > (T) Deliverables > Search

Specify the criteria and click Go

Search Distributions

Buyer Work Center > (T) Awards > (ST) Distributions > Search > (B) Go

Search for Requisition Amendments

Buyer Work Center > (T) Requisitions > (ST) Amendments > Search > (B) Go

Search IDVs

Buyer Work Center > (T) IDVs > (ST) Headers > Search

Search Lines

Buyer Work Center > (T) Awards > (ST) Lines > (B) Search

Search Lines

Buyer Work Center > (T) IDVs > (ST) Lines

Search Pay Items

Buyer Work Center > (T) Awards > (ST) Pay Items > Search > (B) Go

Search Published Negotiations

Buyer Work Center > Requisitions > (T) Negotiations

Select the criteria and click Go.

For the navigation on tabs and pages related to Negotiations (Solicitations), see Oracle Contract Lifecycle Management for Public Sector Sourcing User Guide.

Search requisitions

Buyer Work Center > (T) Requisitions > (ST) Demand Workbench > (B) Search

Search Schedules

Buyer Work Center > (T) Awards > (ST) Schedules > (B) Search > (B) Go

Search Suppliers

Buyer Work Center > (T) Suppliers

Specify the criteria and click (B) Go

Submit Award for Approval

Buyer Work Center > (T) Awards > (LOV) Create

In the Create page, click (B) Submit

Or:

Buyer Work Center > (T) Awards > (ST) Headers > Views > My Incomplete Awards > (B) Go

Select Award LOV > Update > (B) Go

Awards > Update page > (B) Submit

Suppliers

Buyer Work Center > (T) Suppliers

To add an Adhoc Approver

Buyer Work Center > (T) Awards > (LOV) Create

Select an award and then select (B) Approval Options

Specify the approval details and click (B) Add

To clear all search criteria

Receipts > Find Expected Receipts > (B) Clear

To enter an Unordered Receipt

Receipts > Find Expected Receipts > (B) Unordered

To enter Receipt Header

Receipts > Find Expected Receipts > (B) Find

The search results display the Receipt Header and Receipts (Lines) windows

To enter Receipt Lines

Receipts > Find Expected Receipts > (B) Find

The search results display the Receipt Header and Receipts (Lines) windows

To find a CLM Award to receive

Receipts > Find Expected Receipts > (B) Find

To record Returns

Receiving > Returns > Find Returns > (B) Find

Or:

The search results display the Receiving Returns window

Update Data without Modification

Update FPDS-NG Reporting Information

Buyer Work Center > (T) Awards > (ST) Header > Views

Select a View, select an award, and then select the Update FPDS-NG Reporting Information action from the Select Award LOV.

Update FPDS-NG Reporting Information

Buyer Work Center > (T) IDVs > (ST) Header > Views

Select a View, select an IDV and then select the Update FPDS-NG Reporting Information action from the Select IDV LOV.

Update Movement Statistics

Receiving > Update Movement Statistics > Find Movement Statistics > (B) Find

The search results display in the Movement Statistics Summary window

Update without Modification

Buyer Work Center > (T) Awards > (ST) Header > Views

Select a View and then select the Update without Modification action from the Select Award LOV.

Update without Modification

Buyer Work Center > (T) IDVs > (ST) Header > Views

Select a View, select an IDV and then select the Update without Modification action from the Select IDV LOV.

View Awards using the following predefined Views

Buyer Work Center > (T) Awards > (ST) Headers > Views

• My In Process Awards

• My Incomplete Awards

• My Open Awards

• My Awards with Rejected Acknowledgment

View Contract Action Report

Select an Award or IDV and then use the action Update FPDS-NG Reporting Information from the Award or IDVs Views page or from any of the tabs of the Award or IDV that have the Actions LOV

The FPDS-NG Reporting Information page displays, select a Reporting Method from the Reporting Method LOV (except None or Exempt)

Select View CAR from the Action LOV that appears.

View Distributions

Buyer Work Center > (T) Awards > (ST) Distributions > (B) Views

View IDVs using predefined Views

Buyer Work Center > (T) IDVs > (ST) Headers > (LOV) View > (B) Go

• My Incomplete IDV

• My IDVs with Rejected Acknowledgments

• My Expiring IDVs

View Lines

Buyer Work Center > (T) IDVs > (ST) Lines > Views

View Modifications

Buyer Work Center > (H) Awards > (ST) Modifications

Or:

Buyer Work Center > (H) IDVs > (ST) Modifications

View Modifications

Buyer Work Center > (H) IDVs > (ST) Modifications

View Pay Items

Buyer Work Center > (T) Awards > (ST) Pay Items > (B) Views

View Requisitions using the following predefined Views

Buyer Work Center > (T) Requisitions > > (ST) Demand Workbench >Views > View

• My Requisitions

• My Requisitions of Goods

• My Requisitions of Services

• My Requisitions Requiring a Solicitation

• My Requisitions Requiring a New Supplier

• My Requisitions Requiring a Suggested Supplier

• My Urgent Requisitions

• Unassigned Requisitions

View Schedules

Buyer Work Center > (T) Awards > (ST) Schedules > (B) Views

View the Receiving Transactions Summary

Receiving > Receiving Transactions Summary > Find Receiving Transactions > (B) Find

The search results display in the Receiving Transaction Summary window

View Transaction Statuses

Receiving > Transaction Statuses > Find Transaction Statuses > (B) Find

The search results display in the Transaction Statuses window

Views

Buyer Work Center > (H) Requisitions > (T) Requisitions > (ST) Demand Workbench > Views