Managing Requisitions Using the Fluid User Interface

Page Name

Definition Name

Usage

My Requisitions Page

PV_MOB_855_ORDR_FL

View a list of requisitions that you have ordered.

Shopping Cart Page

PV_MOB_855_SR_CART

View items on the requisition, modify quantities, unit of measure, or both, and remove items from the requisition. You can also proceed to the checkout page.

See Shopping Cart Page.

Checkout Page

PV_MOB_NEW_CHEKOUT

To review the contents of the requisition, make final adjustments to quantity and UOM, add last-minute items to the requisition, and to place orders.

Requisition Details Page

PV_MOB_855_ORDRSCF

View the requisition summary, requisition lifeline, and requisition lines.

Requisition Schedule Details Page

PV_MYORD_SCHD_SCF

View schedules for a requisition line item.

Use the My Requisitions page (PV_MOB_855_ORDR_FL) to view a list of requisitions that you have ordered.

Navigation:

Employee Self Service > eProcurement > My Requisitions

This example illustrates the fields and controls on the My Requisitions page. You can find definitions for the fields and controls later on this page.

 My Requisitions

The number of requisitions shown on this page depends on the configuration done on the eProcurement Installation Options page. The requisitions are displayed based on the From and Through dates, using the default timeframe of 90 days prior to the current date, and irrespective of the business unit or requester ID. The default number of results is 50. However, it is recommended to keep this value low as a large number of items may take longer to display, depending on the hardware configuration and the memory capacity of the system.

Field or Control

Description

Related Actions icon

Select the Actions icon to perform the following related action on the requisitions:

  • Check Budget — Select to budget check the requisition. You can budget check only when the Request state is approved.

  • Edit — Select to access the Shopping Cart Page, where you can make changes to the requisition and submit it again. You can edit requisitions in Open, Pending or Approved status only.

  • Cancel — Select to cancel requisition.

  • Details — Select to access the Requisition Details Page.

  • PreCheck Budget

  • Copy — Select to copy the requisition including its header, line, schedule, and distribution details. If the requisition has header comments, line comments, schedule comments, attachments, and one time address records, the action copies them too. After copying the items, the Shopping Cart page displays. The newly added items are not saved to the existing shopping cart.

  • View Print — Select to view the print format of the selected requisition.

  • Create Receipt — Select to Create Receipt for the requisition. If the requisition Request State is Partially Dispatched or PO(s) Dispatched, then Create Receipt action is available.

  • Create Return — Select to Create Return for the requisition. If the requisition Request State is Partially Received or Received, then Create Return action is available.

Item Details (Details)

Select to access the Requisition Details Page.

Requisition Search Tab

Requisition Search tab displays the list of requisitions based on the filters criteria.

Click the Update Filters button or Filters by icon (Filters by icon) to view the Filters page. Enter search criteria on Filters page and click Done button to display the requisitions.

This example illustrates the fields and controls on the My Requisitions Filters page. You can find definitions for the fields and controls later on this page.

 My Requisitions Filters page

Field or Control

Description

Business Unit

Select the PeopleSoft business unit.

Requisition ID

Enter a specific requisition ID to display.

From Date and To Date

Enter the creation date or range of dates for the requisitions.

Requester

Enter the requester name of the requisition.

Request State

Select the state for the overall requisition (header-level) to limit the requisitions displayed to this status. Leave this field blank to display search results without using request state as a search criteria. The following search criteria are included:

  • All but Complete — Displays all requisitions except those with the state Complete.

  • Approved

  • Canceled

  • Complete

  • Denied

  • Open

  • PO Partially Canceled

  • PO Partially Completed

  • PO Partially Created

  • PO(s) Created

  • PO(s) Canceled

  • PO(s) Completed

  • PO(s) Dispatched

  • Partially Dispatched

  • Partially Received

  • Pending

  • Received

  • See Lines

Supplier ID

Enter or select the supplier ID, or use the Lookup page to select a supplier.

Supplier Name

Enter the Supplier Name.

You can enter the full supplier name or partially. Search results display the requisitions that contain or begin with the entered keyword. This field is not case-sensitive.

Item ID

Enter the item ID for a requisition line.

Ship To Location

Enter the ship to location code.

Requisition Name

Enter the given Requisition Name.

PO Number

Enter the Purchase Order Number where the requisition was sourced.

Entered by

Enter the user ID of the individual who entered the requisition. This is usually the requester but can be another individual.

Budget Status

Displays the header results of a budget check initiated by clicking the Check Budget button or the Pre-Check Budget button. The options are:

  • Valid: The requisition passed budget checking and the Budget Processor has updated the control budget ledger (LEDGER_KK).

  • Not Budget Checked: The Budget Processor has not processed the requisition.

  • Error in Budget Check: The requisition failed budget checking.

  • Provisionally Valid: The requisition passed budget checking but no pre-encumbrance was created in the control budget ledger.

  • Document In Processing

Item Description

Enter the item description used by the supplier for the item.

Supplier Item ID

Enter the item ID used by the supplier for the item.

From Date is defaulted to the last 90 days. If all the fields are left blank on the Filters page except for Business Unit then all the requisitions are retrieved for that Business Unit. Filters page allows to enter partial values and the 'contains' operator is applied to bring results.

Keyword Search Tab

Enter a word (for example monitor) or a string of characters in the Keyword Search box, and then click the Search button to display the requisitions having keyword.

This example illustrates the fields and controls on the My Requisition Keyword Search page. You can find definitions for the fields and controls later on this page.

 My Requisitions Keyword Search

The facets on this page enable you to quickly and easily filter your search results. When you click a facet link, the system displays only the search results associated with the facet. If you select multiple facets, the system filters the search results so that only the search results associated with all of the facets appear.

The available facets are Business Unit, Requisition Date, Requester Name, Budget Checking Header Status, Supplier Name, and Requisition Status.

Field or Control

Description

Clear

Click to clear the search result and start a new search entry.
Keyword Search Tips

(Search Tips)

Click Search Tips icon to view the General Search Guidelines for Keyword Search.

Advanced Search

Click Show Advanced Search to expand this section to enter much more specific search criteria. In addition to entering values for fields, you can select operands for those field values. For example, if you want to search for requisitions created on 20.10.2020, you can select = and enter same date in the Requisition Date criteria field.

This example illustrates the Advanced Search criteria that you can use to search for positive input entries.

 My Requisitions Advanced Search

This is an example of search results generated using Advanced Search criteria.

 My Requisitions Advanced Search Result

Use the Shopping Cart page (PV_MOB_855_SR_CART) to view items on the requisition, modify quantities, unit of measure, or both, and remove items from the requisition. You can also proceed to the checkout page.

Navigation:

Employee Self Service > eProcurement > My Requisitions. Select the Action icon and then select Edit.

See Shopping Cart Page.

Use the Checkout page (PV_MOB_NEW_CHEKOUT) to review the contents of the requisition, make final adjustments to quantity, UOM, add last-minute items to the requisition, and to place orders.

Navigation:

Employee Self Service > eProcurement > My Requisitions. Select the Action icon and then select Edit.

This example illustrates the fields and controls on the Edit Requisition page. You can find definitions for the fields and controls later on this page.

 Requisition Checkout Page

Field or Control

Description

Item Description

Click the item description link to view the item details.

For Catalog items, the details are read-only, whereas you can modify the details of Punchout items, Special Request items, Fixed Cost items, and Time and Materials items.

Note: If a requisition has been sourced, you will not be able to change the Quantity and UOM field values on the Checkout page. The values can be modified on the Schedule Detail page.

Quantity

Modify the quantity if required.

UOM

Modify the UOM if required.

The Quantity and UOM values are retained the next time the Checkout page is accessed. You have the options to continue shopping, save your modifications, and submit the requisition.

Note: If you have changed a requisition, upon submission, the Change Request/Line Approval Summary page is displayed with the details such as, line number, item description, change request status. The Line Re-Approval details are displayed only if the required Approval Framework Control options are selected on the Purchasing Definition - Req Change Options page.

Use the Requisition Details page (PV_MOB_855_ORDRSCF) to view the requisition summary, requisition lifeline, and requisition lines.

Navigation:

Employee Self Service > eProcurement > My Requisitions. Select the Requisition Details icon.

Or

Click the Related Actions icon and select Details.

This example illustrates the fields and controls on the Requisition Details page.

 Requisition Details Page

Field or Control

Description

Cancel Requisition button

Displays if the Request State is Approved. Select to cancel the entire requisition.

Cancel Line button

Displays if the Request State is Approved. Select to cancel the specific requisition line.

Item Details

Select to access the Requisition Schedule Details Page.

Stages in the requisition cycle that are complete or in progress are highlighted with active links.

Field or Control

Description

Requisition

Click the Requisition icon to access the Requisition Details page (PV_REQ_PO_DLTS), where you can view the requisition summary and requisition line details.

Approvals

Click the Approvals icon to access the Approval Status page (EOAWMA_TXNHDTL_FL), where you can view the current approval status of the requisition and view line approval details.

Inventory

Click the Inventory icon to access the Stock Requests page (ORDER_INQ_INV), where you can view the material stock request created from this requisition to fulfill the demand using inventory stock.

Purchase Orders

Click the Purchase Orders icon to access the PO Inquiry page (PV_PO_LINE_INQ2_FL), where you can view the information about the purchase order that this requisition was sourced to; including, the purchase order number, buyer, and supplier.

POA

Click the POA icon to access the POA Inquiry page (PV_POA_INQUIRY_FL), where you can view the purchase order acknowledgement tied to the selected requisition. Select the Details icon of a purchase order to view its acknowledgement history.

ASN

Click the ASN icon to access the ASN Inquiry page (PV_ASN_INQ2_FL), where you can view the advanced shipping notice tied to the selected requisition. Select the ASN Details icon of a requisition to navigate to the ASN History page. If there is only one ASN, the ASN History page is displayed directly.

Change Request

Click the Change Request icon to access the Review Change Requests page (PV_MOB_855_CHNG_FL), where you can view requisition change request details after it has been sourced to a Purchase Order, view change reason, and processing error if any.

Receiving

Click the Receiving icon to access the Manage Receipts page (PV_RECV_UPDATE_REQ), where you can view the purchase order receipt linked to your requisition.

Delivery

Click the Delivery icon to access the Delivery Details page (PV_DELV_DTL_INQ_FL), where you can view the detailed delivery information for a receipt. If there are multiple receipts for a requisition, then the Delivery Summary page is displayed when you click the Delivery icon. You can view details of each receipt from this page.

Returns

Click the Returns icon to access the Manage Return To Vendor (Supplier)s page (PV_RTV_UPDATE_REQ), where you can view the RTV linked to your requisition.

Invoice

Click the Invoice icon to access the Invoice Inquiry (PV_PO_INQ2_FL), where you can view the requisition, purchase order, receipts, vouchers, and Invoice Number.

Payment

Click the Payment icon to access the Payment Inquiry page (PV_PYMNT_INQ2_FL), where you can view the payment details for the selected purchase order.

For more information on Requisition Lifeline, see Requisition Cycle — Managing Requisitions Page.

Use the Schedule Details page (PV_MYORD_SCHD_SCF) to view schedules for a requisition line item.

Navigation:

Employee Self Service > eProcurement > My Requisitions. Select the Requisition Details button and then select the Details button.

This example illustrates the fields and controls on the Requisition Schedule Details page. You can find definitions for the fields and controls later on this page.

 My Requisition Schedule Details

Note: This page is view only when accessed from the My Requisition page.

Field or Control

Description

Price Adjustment iconPrice Adjustment

Click this icon to access the Price Adjustments for Schedule page, where you can view the value adjustment performed for the particular schedule. The details on the page are read-only.

Distribution icon Apply Distribution Changes

Click this icon to access the Distribution information.