Understanding Requisition Chunking
Requisition chunking is determined by the setting of the Requisition field on the eProcurement Installation Options page.
When adding requisition lines in add mode, the system displays all requisition lines and ignores requisition chunking. If you click the Save for Later button, the requisition will save in Open status. If you click the Save and Submit button, the requisition will save in either Approved or Pending status, depending on whether or not approval workflow is enabled.
When editing a requisition, if the total number of requisition lines exceeds the chunking limit, then chunking is enabled and chunking navigation icons appear before the requisition lines details. If the total number of requisition lines does not exceed the chunking limit, then chunking functionality is not enabled.
When editing a requisition in Open status when chunking is enabled, the system will always save the requisition in Open status when moving from one chunk to subsequent chunks, with or without making changes. After you click the Save and Submit button, the requisition will become either Approved or Pending, depending on whether approval workflow is enabled, and then will transfer to the Confirmation page.
When editing a requisition in Pending, Approved, Denied or See Lines status with approvals and chunking enabled, the system will always save and submit the requisition for approval when moving from one chunk to another. If no changes are made to the requisition and you click the Save and Submit button, the existing requisition status will remain as it is. If changes are made to the requisition, the system will update the requisition status appropriately and initiate workflow approvals again. When editing a requisition in Approved, Denied or See Lines status and then clicking the Save for Later button, the system will not save the requisition to Open status. If some requisition lines were already sourced to POs, you will see a message when you click the Save for Later button.
If chunking is enabled and you add an item to a requisition, then the item is added to the end of the current chunk and the total number of lines increases by one.
When adding a similar item to the cart that is not on the current chunk but is on subsequent chunk, it will be added to the end of the requisition of the current chunk as a new line item. However if the same item is added to the cart that is also on the current chunk, then it will increment the quantity of that line item instead of adding it as a new line item.
Adding Direct Connect Items when Requisition Chunking Is Used
If chunking is enabled and you add Direct Connect items from a supplier website to an eProcurement requisition in edit mode, the new items are added to the current chunk set if the total number of lines exceeds the chunking limit. If the total number of lines does not exceed the chunking limit, then the new items are added to the end of the requisition.
Deleting Lines when Requisition Chunking Is Used
If the last line of a requisition is not sourced to a purchase order and no change tracking option is defined, then you can delete that line. When you add a new line item to the requisition, the system renumbers the new item as the same line number that was deleted. For example, if line 10 of 10 is deleted and a new line is added, then the new line is renumbered as line 10.
If you delete a line that is not the last line of the requisition and not sourced to a purchase order when change tracking is turned off, then the system does not assign the new item the same number as the deleted line. The new item is added to the end of the requisition and the line number is incremented by one. For example, if line 6 of 10 is deleted and a new line is added, then the new line is numbered as line 11.
Chunking navigation icons are not hidden on the requisition page when the total number of lines equals or is less than the chunking limit until you click the Save for Later button. If you continue to add items until the total number of lines exceeds the chunking limit, then you must save and submit and then re-edit the requisition in order to view the chunking navigation icons.
Using a Requisition Change Request When Requisition Chunking Is Used
When editing an eProcurement requisition after it has been sourced to one or more purchase orders and chunking is in effect, only the first chunk of requisition lines is presented and no changes can be made to any requisition lines if Change Request Role Action is not added or if the Role Action is added but Action Control is disabled for a specific eProcurement Role user.
However, if Change Request Role Action is added and Action Control is enabled for a specific eProcurement role user and, in addition, the Change Tracking option is set to Sourced and a Change Template is selected on a Purchasing Business Unit Definition, then when editing an eProcurement requisition after it has been sourced to one or more purchase orders and chunking is in effect, the user can make a change request to the eProcurement requisition from chunk to chunk. The system will display an appropriate message to the user when changes are made from chunk to chunk, and the requisition will be saved at the appropriate status.
Note: Chunking is available only while a requisition is being edited.