How do I find the status of the latest requisitions I have submitted?
How do I view details of a submitted requisition?
How do I find all the requisitions I have submitted?
How do I search for requisitions?
Who is included in My Group's Requisitions?
Why are some item descriptions linked?
Orders
How do I view order and shipment status for my requisition?
What is the difference between an order and a requisition?
Can I get updates on the purchase order(s) created from my requisition?
How do I use requisition line notes?
Will I always be able to track the shipment?
Is the information updated? How often?
What happens if the order associated with my requisition is Canceled or On Hold?
What does Multiple mean in the Order column?
Why can I view some orders and not others?
How do I find the status of the latest requisitions I have submitted?
The most recently created requisitions appear at the bottom of the Shop page. You can also view all requisitions in the Requisitions tab.
An Incomplete requisition is a saved cart.
A Pre-Approved requisition is approved, but forwarded to another approver.
Rejected has been rejected by your approver.
Returned is where no approver is found, or the buyer has returned the requisition without creating a purchase order.
An In-Process requisition has been submitted but not yet approved.
Approved means the requisition is ready for your purchasing department to convert it to an order and fulfill your request.
A Canceled requisition has been approved for cancellation.
Requires Reapproval means that you or an approver made a change that requires reapproval.
You may see additional states for contractor requests.
How do I view details of a submitted requisition?
On the Shop or Requisitions tab, click the requisition number or description.
To view additional details, click Details for each requisition line.
View supplier statuses, such as Pending Approval, or Active, using the Status field. When the supplier status changes, the Status field also reflects the updates.
A contractor request is created and the selected job in the requisition is associated to a shopping category. If there are descriptors associated to the shopping category then the system displays the descriptors their values in the requisition line details page. These descriptors are displayed based on the Job selected in the Create Contractor Request page.
How do I find all the requisitions I have submitted?
Use the Requisitions tab. Select All My Requisitions for the View and click Go.
How do I search for requisitions?
On the Requisitions tab, click Search. Enter search criteria.
If you search by requester and cannot find the requester, select the option to include employees from all organizations (not just your own).
Search by item number in order to track your requisitions by item. The Item Number column in the search results table enables you to view the requisition(s) with the item number.
Use the Spot Buy Requisitions checkbox to search for spot buy requisitions, along with the search criteria such as Requisition Number, Order Number, Requester, or Status, and so on. The search results table displays spot buy requisitions with a colored icon, to differentiate them from other requisitions.
Who is included in My Group's Requisitions?
Requisitions that appear when you choose to view My Group's Requisitions are determined by a document security setup option that your procurement administrator configured.
You cannot see My Group's Requisitions if your administrator has hidden this option.
How do I view order and shipment status for my requisition?
On the Requisitions tab, click the number or description of the requisition that you want to view. Click Details for the requisition line to view order, shipment, receipt, invoice, and payment information as it becomes available.
Usually, the purchase order status works the same as the requisition status. Sometimes requisition lines may appear on multiple orders.
What is the difference between an order and a requisition?
The requisition is your request for the good or service. An order is a formal authorization to purchase the good or service. Your purchasing department creates a purchase order, which in turn a supplier receives. A sales order is generated orders that you can track until you receive the good or service.
Can I get updates on the purchase order(s) created from my requisition?
Select the checkbox Notify me with status updates for my Purchase Order. The system then sends you a notification when your purchase order(s) is created or approved.
How do I use requisition line notes?
Click a requisition number in the Requisitions tab to open the Requisition Details page. You can use the Notes page only if your requisition lines have an associated purchase order. Click View/Manage in the Notes column to open the Notes page and add, edit, or delete notes for the specific requisition line.
The requisition line details are displayed in the top region of the Notes page. You can add rows in the Notes table for one or more notes. To add a new row, click the Add New Row icon (the green plus sign). Select a note type, and enter details for the note such as Description, Planned and Actual Completion Dates, Owner, Status, and Comment. You can add attachments to the note in the same way you would add attachments to a document header or line. . Using the Notes table, you can add new rows for one or more notes.
Click the Add New Row icon (with the green plus sign) to add a new row for the note. Select a Note Type, and enter the details for the note such as Description, Planned and Actual Completion Dates, Owner, Status, Comment. You can add attachments to the note in the same way you would add attachments to a document header or line.
After you enter the note details, click Save. A message confirms that the note has been updated. Click Return to Previous Page to return to the Requisitions Details page.
Will I always be able to track the shipment?
Shipment details appear if the supplier sent an Advance Shipment Notice (ASN) to your company. Some suppliers send an ASN to let the company know that a shipment is coming and to give the shipment details. A Track Shipment icon appears if your company has set up a link to the carrier in the system. A tracking number appears if the supplier included it on the ASN.
Is the information updated? How often?
Typically, information is updated immediately. It depends on how frequently your administrator updates the data in the purchasing system.
What happens if the order associated with my requisition is Canceled or On Hold?
Canceled may mean that the buyer has decided to place your items on a different order. You may see the order number change soon.
On Hold may also be temporary. Contact your purchasing department for information.
What does Multiple mean in the Order column?
In the Order column, Multiple means that different requisition lines have been placed on different orders. For example, all similar requisition lines in the system may be placed on a single purchase order to the supplier. Click the requisition number to display its lines and view the order for each line.
Clicking the Multiple link displays a popup, that shows you the various orders associated to the requisition line. It also displays the order type (Standard Purchase Order, Blanket Purchase Agreement, and so on).
Why can I view some orders and not others?
A purchase order that is in an Incomplete status cannot always be viewed.
You might not have access to view order details.
If your company uses Oracle Sourcing, the buyer may have placed your requisition lines on a negotiation (such as a reverse auction). If the supplier responds to the negotiation and is awarded business by the buyer, then the buyer can create a purchase order.
Related Topics
Changing and Canceling Requisitions
Returning Requisition Lines from Demand Workbench
Changing and Canceling Requisitions
How do I change a requisition?
When can I change a requisition?
Can I withdraw a change request for a requisition?
Can I use transaction (foreign) currency during a change request?
Can I resubmit a rejected requisition?
How do I change an Incomplete requisition?
What is a pending change request?
How do I cancel a requisition?
Can I cancel a line rather than the entire requisition?
How do I track my change or cancellation request?
How do I find out why was my requisition rejected or returned?
Can I change the check box I need a purchase order number immediately?
How do I change a requisition?
On the Requisitions tab, find and select your requisition, and click Change.
Before the requisition is placed on a purchase order: You can directly change a requisition line if it has not yet been placed on a purchase order. The system withdraws the requisition from the approval or purchase order creation process and places the requisition lines in your shopping cart. You can make changes and start the checkout process. If your organization uses encumbrance accounting and if you change the funded value, then the GL (General Ledger) Date will also be updated. If there is no change in the funded value (reserving or unreserving of funds), then the GL Date that was on the original requisition remains as is. Refer to the Checkout topic for more information on the GL Date field validations.
Note: There is no change history when you change a requisition before placing it on a purchase order (only after).
After the requisition is placed on a purchase order: After a requisition line on has been placed on an approved purchase order, you can request changes to specific attributes on the line and the corresponding purchase order. The buyer on the purchase order must accept the change request after which attributes on both requisition and purchase order are updated. Select the line and click Change.
If you, as the requester, submit a change request for approval, and the buyer is no longer active, you get a warning message, stating that the buyer is not active. You can opt to either send the notification to the buyer's manager or not to proceed with the change request.
If you choose to send a message to the buyer's manager, the notification that is sent out informs the buyer's manager that the status of the buyer is inactive. The buyer's manager is then asked to take necessary action on the change request or re-assign to an active buyer.
When the requisition is approved, the system runs submission checks and identifies PO exceptions (for example, the supplier is not active). In the PO Change Order Acceptance Notification the buyer sees a list of errors and exceptions that he needs to resolve before continuing with the change request. The buyer needs to resolve all exceptions and errors before proceeding. If the buyer clicks Reject, the standard rejection process is performed on the change request.
If the requisition is Rejected or Returned : You can only resubmit the requisition (by first clicking Change).
If the requisition is a contractor request: The same rules above apply. In addition, you can assign a contractor.
See additional rules for requisitions whose item descriptions are linked
For a contractor request, you can change an approved requisition document and the associated descriptors values during the change requisition process. When you use the Change option, you can modify the values for all the descriptors (mapped to the Job – Purchasing Category – Shopping Category Combination).
When can I change a requisition?
Many factors determine whether your requisition is eligible for change. For example, if the requisition line has been placed on a purchase order that has been partially received, then you cannot change the requisition. The system alerts you when you attempt to change a requisition that cannot be altered.
Can I withdraw a change request for a requisition?
If a change request is pending (either with an approver or with the buyer), you can withdraw the requisition from the change request process.
Please note that the requisition status should be Approved. Select the requisition, and then click Change. The Withdraw Change Order page displays. Enter a Withdrawal Reason in the text box provided, and click Submit. You get a confirmation message that the change request has been withdrawn.
In the Requisitions page, if you click the Status link for the requisition that has the withdrawn change request, the Change Request Withdrawn action indicates that the change request is now withdrawn.
There is no limit to the number of times you can withdraw a change request.
Can I use transaction (foreign) currency during a change request?
You can change the quantity of the line during a change request for a requisition that has a transaction currency. The transaction currency (such as CAD, AUD) displays in the Update page along with the rest of the requisition line details.
This applies to amounts with recoverable and non-recoverable tax. This also applies to requisitions that have catalog items or are non-catlog requests.
Can I resubmit a rejected requisition?
You can only resubmit requisitions with a status of Rejected or Returned. After selection, click Change. Your requisition appears in the shopping cart. You can make changes and start the checkout process.
How do I change an Incomplete requisition?
On the Requisitions tab, find and select your requisition and click Complete. The checkout process starts, during which you can make changes.
What is a pending change request?
A change to an approved requisition that has been included on an approved purchase order that may be delayed while those changes are being approved.
How do I cancel a requisition?
On the Requisitions tab, find and select your requisition and click Cancel Requisition.
Before the requisition appears on a purchase order: You can directly cancel a requisition, or any of its lines, before the requisition lines appears on a purchase order.
After the requisition appears on a purchase order: After lines on the requisition appear on an approved purchase order, you can only request cancellations for the lines. The buyer on the purchase order must accept the cancellation request after which the lines on both requisition and purchase order are canceled.
Can I cancel a line rather than the entire requisition?
To cancel a line:
On the Requisitions tab, find and select your requisition.
Click Cancel Requisition.
Select the line that you want to cancel and click Continue.
Click Submit.
How do I track my change or cancellation request?
If you make a change or cancellation before the requisition appears on a purchase order, then the change or cancellation occurs immediately.
If you have requested a change or a cancellation to a requisition after it appears on an approved purchase order, you can track the progress of the request. The requisition is placed in a Pending Change Request state until a buyer has responded to the request.
To track the change or cancellation:
On the Requisitions tab, locate or search for the requisition.
Select the requisition number or description.
Look for the Change History field at the top of the page.
If Change History is Yes, click "Yes" to view the history.
How do I find out why was my requisition rejected or returned?
On the Requisitions tab, click the requisition number or description.
Click View Approval History.
A reason, if provided, appears in the Notes column.
Can I change the "I need a purchase order number immediately" check box?
You cannot deselect this option if the purchase order has already been generated. You can select this option if certain criteria are met.
Can I copy requisitions in any status?
Would my duplicate requisition inherit the approval status of the original requisition?
What happens when I copy a requisition?
Can I copy requisitions in any status?
You can copy any requisition irrespective of its status.
Some items, however, have a supplier configuration number (which might not appear). For example, personal computers are often configurable, and each configuration has a unique number. These items cannot be copied. The system alerts you that they were not copied.
Would my copied requisition inherit the approval status of the original requisition?
No. The copy will be treated as a new requisition and must be taken through the checkout process. When the requisition is submitted a unique requisition number is assigned
What happens when I copy a requisition?
You copy the item information from the original requisition into the shopping cart.
The newly copied lines display the currency defined in the source requisition document. Thus if the transaction currency is entered in the original requisition, the transaction currency information along with the functional currency information is copied to the new requisition.
If your shopping cart already contains items, the system gives you a choice of the following:
Add the copied items to the cart.
Replace the cart with the copied items (saving the previous cart as an Incomplete requisition).
In the Requisitions tab, find and select the requisition, then click Copy to Cart.
You can copy a requisition document line for rate based temp labor line type with related descriptors to a new requisition document line in the shopping cart. All descriptors (mapped to the Job – Purchasing Category – Shopping Category association) are copied along with their values to the newly created requisition document line.
This option enables users to return all the requisition lines in Demand Workbench (of Buyer Work Center, Oracle Purchasing). The returned lines go back to the requisitions' demand pool. They are visible in iProcurement. The status of these lines are Returned.
Returning some (Selected) Lines
In Demand Workbench (of Buyer Work Center, Oracle Purchasing), if a requisition has multiple lines and the buyer returns a requisition line, only that line is returned instead of the entire requisition. The remaining lines are available to autocreate purchase orders and are available in Demand Workbench. The returned lines go back to Oracle iProcurement.
The returned lines go back to the requisitions' demand pool. They are visible in iProcurement, with the requisition number now suffixed with a '/1'. The status of these lines are Returned.
Note: Please note that the numbering scheme for requisitions should be numeric only, and not alphanumeric. Numeric numbering enables the returned requisitions to be suffixed with a number, not an alphanumeric value.