Requisitions Tab

Requisitions Overview

You use the Requisitions tab to access the Demand Workbench feature. This feature allows you to access and use requisition demand stored in Oracle iProcurement to autocreate Oracle Sourcing documents. You can use the Demand Workbench to create solicitations with either awards or IDV outcomes. You can define your own views to automatically display only the requisition demand that meets the search criteria you select.

Note: Purchase requisitions may also be created using other e-Business Suite modules (such as Planning, Manufacturing, etc). Please note that in a CLM enabled instance, these purchase requisitions are always imported as non-FAR documents. As a result, the subsequent or ensuing orders are also created as non-FAR (non-CLM enabled) documents. As non-FAR (non-CLM enabled) documents, they are seamlessly integrated with Receiving and Invoicing functions in e-Business Suite.

Requisitions

The Requisitions tab consists of the following sub-tabs: Demand Workbench, Summary, Amendments, Post Award Requests and MIPR Own.

Demand Workbench

Demand Workbench enables you to view purchase requisitions. Various views are available (for example, My Late Requisitions, My Requisitions for Services and so on) and you can personalize the views or create new ones. If you need to create a view that filters out requisitions for a particular operating unit, click the Personalize button to create / modify a view.

With Demand Workbench you can access and aggregate requisition demand existing in Oracle iProcurement to create new purchasing and sourcing documents. Using the Demand Workbench, you can:

To use the Demand Workbench, identify requisitions to source, and then use those requisitions to create an award or solicitation.

Additionally Demand Workbench enables you to return or reassign purchase requisitions if required. If you need to return a purchase requisition to the requester, clicking on the Return button removes the purchase requisition from the requisition pool. The usage of the Add button is described in the Document Builder section.

The View region of the Demand Workbench enables you to see requisitions according to the view criteria. By default the View region displays each requisition line with information about the Operating Unit (OU), Requisition number, Line number, Informational flag (whether the line is Informational or not), Option line indicator (Base or Option line), Item/Job, Qty, Price, Currency, Need-by, Source.

There are predefined searches (views) that are available within the Demand Workbench. Additionally, any personalized views that you have created are also displayed. To use a view, select the view from the View drop down menu and click Go. You can use these views to search for requisitions as follows:

Search enables you to find requisitions based on criteria such as Buyer, Requisition, Category, and Supplier. Add additional search criteria by selecting a value from the Add Another LOV. Some fields that you can use as search criteria are: Priority Code, Issuing Office, Suggested COR Office Address, or Suggested Award. A list appears displaying all possible search criteria (for example, you may want to also search on Item Description).

Use Advanced Search to create a combination of search criteria that helps locate the appropriate requisitions. To use the advanced search function click the Search button.

When performing advanced searches, you can require entries to match all the search values or allow them to match any of the search values.

Advanced Search enables you to search for requisitions using a combination of values for Buyer, Requisition, Category, and Supplier.

When the search results display, you see all requisitions that matched the criteria for the view/search (for organizations to which you have access). For multi-line requisitions, there is an entry for every unprocessed requisition line. Processed lines do not appear in the list.

Sort the results by clicking any column header. You can see information for the requisition and requisition line by clicking the Requisition and/or Line links. If the suggested supplier has a profile defined in iSupplier Portal, you can view the profile information by clicking the Source link.

Note: You cannot perform the following actions in Demand Workbench for CLM documents: Replace, Update from Catalog Favorites.

Note: Purchase requisitions may also be created using other e-Business Suite modules (such as Planning, Manufacturing, and so on). In a CLM enabled instance, these purchase requisitions are always imported as non-FAR documents. As a result, the subsequent or ensuing orders are also created as non-FAR (non-CLM enabled) documents. As non-FAR (non-CLM enabled) documents, they are seamlessly integrated with Receiving and Invoicing functions in e-Business Suite.

Click a requisition to view the details of the selected Requisition. If you are accessing this page using the Purchasing responsibility, then you will be able to view only the Requisition, Negotiation and Awards regions with the details.

MIPR Others

If the status of the MIPR-Others is Approved, Accepted, it will be displayed in the Demand Workbench along with the rest of the purchase requisitions. The Requisition Type column in the search results of Demand Workbench show which type of requisition (Requisition, MIPR Others – Direct Citation, MIPR Others – Reimbursement Order) is displayed.

The Requisitions / MIPR Others tab enables you to autocreate awards, solicitations, modifications and also add to awards, solicitations and modifications. Requisitions and MIPR Others are autocreated to awards which are not obligating documents. These are regular awards and are treated as such. Thus posting to FPDS-NG, sending to supplier, and so on take place in the same way they would for regular awards.

MIPR Own

If the status of the MIPR-Own is Approved, Acknowledged, it will be displayed in the Demand Workbench as a separate tab called MIPR Own. The Requisition Type column in the search results of Demand Workbench show which type of requisition (MIPR Own – Direct Citation, MIPR Own – Reimbursement Order) is displayed. You can use the list search to filter the data.

MIPR-Own lines are used to create obligating awards. These lines cannot be used to autocreate a solicitation.

The process to autocreate a document is the same as autocreating from requisitions. Refer to the section AutoCreate Using Document Builder in this chapter for details on how to proceed with autocreate.

After the award is autocreated, the value of the field Control Type is defaulted to Obligating Document. If award is an obligating document (used to reserve funds only), the award will not be sent to the supplier and the following values will default in the award:

The award distribution details page shows the MIPR details such as whether it is MIPR-Own or MIPR-Others, Line, MIPR Reference, Obligating Type and Reimbursable Amount.

If the Control Type is Obligating Document, this value will default in the modification to the award as well. It will display in the modification document in the same way it shows up in the award. The Obligating Document is applicable to MIPR Own only.

AutoCreate Using Document Builder

When you have located the requisitions to include in your document, use the Document Builder to create a new document.

  1. Scroll the Demand Workbench page to the right.

  2. Select a Document Builder Document Type. This indicates the outcome you expect from the Document Builder. The values you can select are: New Award, New Solicitation, New Modification. For New Solicitations, if you click the Fair Opportunity check box that displays when you select New Solicitation, a Fair Opportunity Notice type solicitation will be auto-created for you.

  3. Select an operating unit for the outcome document by clicking the OU Find icon and selecting an entry from the OU results.

  4. Select your requisition lines by selecting the check box in the Select column for each requisition row.

    Alternatively, add all the requisition lines available in search results table to Document Builder.

    Add an entire requisition, which may contain several hundred lines, without having to navigate to multiple pages to select the lines. To add all eligible lines at once, scroll to the right in the requisitions search results table, and click the blue square icon in the Actions column.

    Using this icon, you can add all eligible requisition lines to Document Builder. Examples of eligible lines are CLINs, SLINs, and Option Lines. The gray square icon indicates that you cannot add the requisition lines to Document Builder.

    To remove the added requisition lines from Document Builder, click Clear.

  5. Click Add to put the lines in your document. Lines that can be added can be CLINs, SLINs, option lines without a base line or Informational lines. If you select a CLIN to add, the entire CLIN/SLIN structure (if one exists) gets added to the award.

    Option CLINs available in Document Builder along with other requisition lines. Option CLINs without a base line can be returned to the demand pool or removed from the Returns page (select an Option CLIN and click Return). Option lines without a base line are not displayed if the associated base line is not available in the Document Builder.

    The Select check box next to the requisition lines is enabled only for regular CLINs or for option CLINs without a base line. The Select check box next to the CLIN of a CLIN/SLIN structure is not enabled if the structure contains at least one cross-linked option line. When a CLIN is selected and added to Document Builder, all associated SLINs (if present) are added to Document Builder along with the selected CLIN. When a base line is added to Document Builder, all linked option lines, in turn, are also automatically added.

  6. To create the document, scroll right. Enter any additional information your document type requires and click Create. Optionally enter an IDV to reference, a Supplier and Supplier Site, Currency, Award Type (these are not mandatory fields). Search for a supplier using D-U-N-S Number and CAGE as search criteria. The Document Style is defaulted on the Document Builder, you can change it, if required. The Document Styles list contains only those styles for which you have access.

  7. To clear the document builder and start creating the document again from the beginning, click Clear.

  8. If you would like to update additional information such as IDV Line Reference, PO Line Number, and so on, while creating the order, enter the changes and click Update.

  9. The selected document type is displayed.

  10. Complete the document and click Create.

  11. If you select New Award or Add to Award, the Update Award page is displayed. If Oracle Sourcing is licensed and implemented, and you selected New Solicitation, the Oracle Sourcing Negotiations page is displayed.

    When Add to Award is selected, you must select a modification to add lines to an approved award.

Adding Lines to Awards/Modifications

You can add requisition lines to your existing draft CLM document by selecting the Add to Award / Modifications action in the Type LOV. Select the Add to Award / Modification from the Document Builder's Type LOV. Then select the requisition lines to add in the Views region and click Add. The Document Builder area now displays the Award / Modification search LOV. Search for the award or modification to add lines. After you have selected a draft award or draft modification, the Style field is populated with the document style of the draft award or draft modification. If you have selected requisition lines, then the Recently Added Items list displays the selected line information. Click Create to add the requisition lines to the award / modification. The award / modification page opens, with the Header tab highlighted. Click the Lines tab to verify that the requisition lines got added successfully to the document.

Click Update to open the Update Document Builder: Add to Award / Modification page. You can reselect an award / modification by using the search LOV to replace the original document with a new one to update.

The Update Document Builder: Add to Award/Modification page enables you to re-select an award or modification and also to group requisition lines with the same or similar fields:

For example, if you have an identical or related item number for two items on two different requisition lines, they can be grouped into a single requisition line based on the item number. The Item Description is the only field that need not be identical or similar among the requisition lines.

The following rules are applicable to grouping lines:

The Requests region consists of a Group By LOV with 2 values: Default and Requisition. The defaulted value is Default. The Default method of grouping groups different requisition lines into the same award line, if the grouping conditions match. The Requisition method of grouping creates individual award lines for each of the requisition lines. If the lines from the requisition and the existing lines of the award / modification are found to be the same or similar by the system, the Default method of grouping makes the line number of the requisition editable. This means that you can modify the line number to group it with another line if required, provided the grouping follows the rules specified above.

By default, if there are multiple fund sources on different PR lines, they always get grouped as part of the Priced Line with all the associated distributions. A common DoD usage is to have multiple fund sources to be added as Informational SLINs. Using the action Convert Distributions to Info SLINs, the multiple distributions lines are can be converted to Info SLINs directly in the award.

Adding Lines to Solicitations / Amendments

Select the Add to Solicitation / Amendment from the Document Builder's Type LOV. Then select a solicitation or amendment number to add the requisition lines. The Document Builder area displays the Solicitation / Amendment Number search LOV. Search for the award or modification to add lines. After you have selected a draft solicitation or draft amendment, select the requisition lines to add to the solicitation / amendment and click Add. After you have selected the requisition lines, the Recently Added Items list displays the selected line information.

Click Update to open the Update Document Builder: Add to Solicitation / Amendment page. You can reselect a solicitation / amendment by using the search LOV to replace the original document with a new one to add lines.

The Update Document Builder: Add to Solicitation / Amendment page enables you to re-select a solicitation or amendment and also to group requisition lines with the same or similar fields:

For example, if you have an identical or related item number for two items on two different requisition lines, they can be grouped into a single requisition line based on the item number. The Item Description is the only field that need not be identical or similar among the requisition lines.

The following rules are applicable to grouping lines:

The Requests region consists of a Group By LOV with 2 values: Default and Requisition. The defaulted value is Default. The Requisition method of grouping enables you to allow automatic grouping of lines by the system. The Default method of grouping enables you to make changes/updates to the line numbers so that you have more control over the grouping of the lines. If the lines from the requisition and the existing lines of the award / modification are found to be the same or similar by the system, the Default method of grouping makes the line number of the requisition editable. This means that you can modify the line number to group it with another line if required, provided the grouping follows the rules specified above.

If there are two priced CLINs with different distribution accounts are matched, they are grouped together to finally create one line with multiple distributions. However, different distribution accounts are not allowed in DoD usages. Using the action Convert Distributions to Info SLINs, the multiple distributions lines are converted to Info SLINs. However, the combined priced CLIN is not changed and the resulting lines will be single priced CLINs with Info SLINs that can be grouped.

Funding Awards / Modifications from new Requisitions

In order to enable users to incorporate and use funds from a purchase requisition line to an existing line on an award modification, the functionality Add Funds to Awards / Modification is provided in Document Builder. This is usually required while exercising an option or providing incremental funding. Despite the fact that you can add funds to a modification using purchase requisition amendments, some federal agencies prefer to use separate purchase requisitions so that the lifecycle of purchase requisitions can remain short and the request to add funds is tracked separately from the original requisition.

In this process, new distributions are created under the target shipment and the following information is defaulted from the source distribution:

User Procedures

  1. Using the appropriate CLM Purchasing responsibility, navigate to the Requisitions tab in Buyer Work Center.

  2. Select one or more requisition lines using the Select check box.

  3. Scroll to the right and in the Document Builder window, select the value Add Funds to Awards / Modification from the Type LOV. Ensure that the correct Operating Unit is selected.

  4. Click Add (next to Select Requests: above the requisition lines).

  5. The Document Builder window shows you the recently added items and also enables you to now select the award / modification to link with the requisition line. Click the Search icon to add the award / modification number to link with the requisition line. The Style field (below the Award / Modification number field) automatically gets populated with the original document style name.

  6. Click Update to open the Add Funds to Awards / Modification page. The Modification number and corresponding document Style are displayed at the top of this page.

  7. Using the Requests region, you need to select a destination shipment for the linking to take place. Use the Search icon at the Shipment column (this is a mandatory column) to select the shipment you need to link the requisition line to.

  8. Click Create to confirm the linking process you started. You can remove a requisition line that is eligible for linking by clicking the Remove icon at each eligible requisition line that displays in this page.

  9. The award or modification page opens at the Header tab and you can navigate to the Lines, Schedules and Distributions tab to view the newly added lines/distributions.

  10. In the Distributions tab, you can see that the funding from the purchase requisition lines has been added to the tab. You can update the new distribution(s) and make further changes, if required. You may need to update the quantity at the distribution level to ensure that the total distribution quantity is equal to the shipment quantity.

Status of Linked Purchase Requisition Lines

After you have manually linked one or more purchase requisition lines to a modification or award, the requisition lines now have the Modification Number and/or Award Number field populated with the linked modification/award number. You can see this referenced number in Oracle CLM iProcurement. The purchase requisition lines are neither available in the demand pool (Demand Workbench), nor are they available in the Desktop Receiving pages of Oracle CLM iProcurement.

Splitting Requisition Lines

You can split purchase requisition lines so that several lines may be used to fund smaller amounts of the award lines. Only lines that have a match basis of Quantity can be split.

You may not split the following lines: lines that are used as base lines for options, option lines and informational lines.

The following line types can be split (provided they are quantity-based):

To split requisition lines:

  1. Select your requisition line from Demand Workbench page.

  2. Click the Split icon in the Actions column.

  3. Enter the new quantities in the Qty column for each requisition line. The sum of the quantity for split quantity based lines may not exceed the original quantity of the purchase requisition line.

    If the quantity of all the split lines is less than the original quantity, then un-reserve of funds takes place for the quantity that is no longer available in the split purchase requisition lines.

  4. Click Save Split to save the split lines and create the new purchase requisition lines. The original purchase requisition is canceled and the new requisition lines are saved.

  5. Click Cancel Split if you do not want to split the requisition line and to restore the line(s) to the original line.

Workload Assignment

The Workload Assignment List of Values (LOV) enables Workload Administrators to create a new assignment for a buyer, to add requisition lines to an existing assignment or to remove lines from an assignment. Additionally, if you select all the lines of a requisition, you can create, add to an existing assignment, or remove a requisition from an assignment. Thus, you could process workload assignments with either selected requisition lines, or with an entire requisition (all lines). If multiple requisitions match the search criteria in Demand Workbench, they are displayed in the search results table. Proceed with creating a new assignment, or adding those lines to an assignment, or removing those lines. You can also reassign the requisition line to different buyers using the Reassign button. The Reassign button is available only if the profile option PO: CLM PALT & Milestones Enables is set to N.

For more information on creating and using Workload Assignments, refer to the Workload Assignments chapter in this guide.

Related Topics:

Summary tab

Overview of Requisition Amendments

Using FAR and non-FAR Transactions

Summary

Search for requisitions based on the content of their headers, lines, and distributions by clicking the Summary tab. Note that you can save your search as a personalized view.

When the page refreshes, you see all requisitions that matched the criteria for that view/search. For multiline requisitions, there is an entry for every requisition line (for example, you might see two entries: requisition 12345, line 0001; and requisition 12345, line 0002). If you see a requisition with multiple lines, but some of the lines are absent from the list, those lines have already been processed.

Funded Value and Funds Remaining columns indicate the following: Funded Value is the original funded value on a purchase requisition including any amounts from approved and merged requisition amendments. Funds Remaining are the funds that are available after the requisition is used to fund one or more award lines. Even if part of the funds are used in an award, the requisition line will not be available in Demand Workbench as part of the demand is met. The funds on such lines are still available for linking to one or more Award lines.

Sort the results by clicking any column header.

Click on a requisition to view the details of the selected Requisition. You can view details about the Address Type, Business Priority and Project Information, Sourcing Information, Acquisition Plan, Attachments, Title, and other Details about the line such as Line number, Informational, Description, Need-by, Period of Performance Start Date, Period of Performance End Date, Deliver-To, Contract Type, Unit, Quantity, Quantity Delivered, Quantity Cancelled, Open Quantity, Price, Amount, Option, Line Status, Order number, and MIPR Obligation Type. You can also click the Details icon for each line to view line details, or click the Pricing Details icon to view the pricing details for the selected line.

If you access this page using the Purchasing responsibility, then you will be able to view only the Requisition, Negotiation and Awards regions with the details.

Using FAR and non-FAR Transactions

You can create either FAR or non-FAR transaction data depending on the responsibility you log in with. The value of the profile option PO: CLM Enabled controls the user access for a given responsibility. If you need to create both FAR as well as non-FAR transactions, then you must have two different responsibilities (one to access FAR data and the other responsibility to access non-FAR data). For example, using a single user login, you can be assigned two responsibilities to create FAR and non-FAR purchases within the same operating unit.

If you require to create and use both FAR and non-FAR transactions, refer to the following guides:

Overview of Requisition Amendments

Requisition Amendments enables you to make changes to approved requisitions as may be required during the lifecycle of the requisition. You can create requisition amendment even after requisition lines have been solicited, offers have been received, and awards have been created for them. The creation of a requisition amendment does not affect the solicitation and award creation process from requisitions. Using requisition amendments, you can add new lines, cancel one or more lines as well as update information in the original requisition, such as line item information, delivery, billing and funding information. Requisition lines changed in requisition amendments are made available to contracting professionals and they can implement the changes in the Solicitation or Award documents created from the requisition lines.

Use the Requisition Amendment functionality when you need to make changes on an approved requisition. The Requisition Amendment is a separate document that maintains the changes suggested to an approved Requisition and it contains some additional amendment-specific fields. Thus, all the requisition information in the header, lines and distributions gets copied to the amendment document. You can edit/update any of the information. Enter your changes in the Requisition Amendment document (including adding new lines or cancelling lines), and then save and submit the amendment for approval. When the amendment gets approved, changes made in the requisition amendment are merged into the conformed requisition document. The Amendment History page enables you to view and track the changes that you have made in the lifecycle of the amendment.

Note: You can only create amendments for requisitions that have a status of Approved or Returned.

Note: The change order process is not supported in CLM.

At any point of time, there can be only one inprocess amendment for a requisition and only when this amendment is approved or rejected, another amendment can be started. Thus, only one amendment document per requisition is allowed at a given time.

When the amendment is approved, the updates / changes that were made as part of the amendment are now made part of the conformed requisition. For example, a new line has been added as part of the amendment. When the amendment is approved, the new line is added to the original conformed requisition.

During the approval of an amendment, the amendment can be withdrawn from approval. Withdrawing an amendment enables you to edit and resubmit the amendment or delete the amendment. This is useful in situations where you require updating the details even though the amendment is submitted for approval.

You can create a requisition amendment if the requisition lines have been used to create a solicitation (using Document Builder), that has either been submitted for approval or has been approved. When the award has been approved, the only changes (amendments) you can make to the requisition are to modify the funding information (such as Quantity, Total Amount, Distribution, Funded Value, and so on) on the lines.

To create an amendment for an approved requisition, click the Change icon (in the Requisition Summary page) or the Change button (in a requisition checkout page).

Prior to this, if you have already clicked Change and your amendment is in progress, you may not create another amendment unless you have completed the first amendment. An error message displays that there is a pending amendment.

If a requisition amendment has a status of InProcess, you can withdraw it from the approval process and update it again. A withdrawn requisition amendment is removed from the approval process and the status displays as Incomplete. You can edit the withdrawn requisition amendment and resubmit it for approval.

Review and Implement Amendments from Demand Workbench

View the approved requisition amendment lines in the Amendments tab of Buyer Work Center. Only those requisition amendment lines that have been referenced in the award are displayed in this tab. Changes to the amendment lines can be implemented in the following scenarios:

The system automatically displays all the fields you entered in the original requisition and enables you to edit them per your requirements, except the requisition creation date. You can add new attachments or edit existing ones, add or update supporting documents and exhibits. You can create a requisition amendment even after creating awards or solicitations. For solicitations, you can also create an amendment after receipt of offers, and creation of a draft award. You can create requisition amendments at any time. However, if the award is closed, then the application ensures that your changes are not implemented. If the amendment line you are accessing is part of a modification that is undergoing approval, the amendment cannot be accepted until the modification gets approved.

Click Review and Implement to view and the requisition line changes that will be made to the award or solicitation. The Amendment Changes page displays the changes made to the line or lines of the requisition. The associated award or solicitation number is also displayed and once you have entered your comments in the Comments field, click Accept or Reject.

When accepting the changes by clicking Accept, the draft Awards or Solicitation page displays, enabling you to enter the changes manually in case of header level changes. If the Award or Solicitation has been approved, you will get a message, prompting you to enter a modification or solicitation amendment for updating the Award or Solicitation with the changes.

When rejecting the changes by clicking Reject, a page displays where you need to enter comments. The rejected lines are flagged as Rejected in the amendment and will be removed from the amendment list. They will not be available to the buyer and if required, the requester has to create a new amendment line. Any comments that are made by you are visible to the requester in the lifecycle page of the requisition amendment line.

Amendment Checkout Process

If you have clicked the Change button or the Change icon to start the requisition amendment process, your shopping cart now displays a label - Amendment Cart, and any actions that you perform will be applicable to the requisition amendment.

The Amendment Cart enables you to start changes to the requisition lines, add new lines to the requisition lines, or cancel a requisition line.

The Amendment Checkout process is the same as the requisition checkout process. To add a new line to the requisition amendment, click the Return to Shopping link. To continue updating existing line information, click Amendment Checkout. You will be taken to the Amendment Checkout page, which is similar to the Requisition checkout page. Additionally, you will need to provide a reason for the amendment in the Requisition Amendment page.

Amendment Checkout is a 3-stage process. Each stage has it's own page and sub-pages that you can drill down to, in order to enter the information relevant to the requisition amendment. Given below are the details of the 3-stage amendment checkout process.