Creating Bill Only Requisition Using XML File Upload

To create Bill Only Requisition using XML file upload:

  1. Run the Inbound File Publish process for the File Identifier PURCHASE_REQLOAD_BO.

    For more details about Inbound File Publish, refer PeopleSoft Managing Items: Inbound File Publish Page.

  2. Once the Inbound File Publish process is done, you can verify the number of lines processed on the Monitor Asynchronous Services page. On this page, select the number of services Done link to view the Result on the Operation Instances tab.

    Click Sub Queue Link corresponding to the transaction ID and then click Details link to view the details on the Asynchronous Details page. To know more about Asynchronous Details, refer Asynchronous Details page (PeopleTools, Integration Tools, Integration Broker Service Operations Monitor, Viewing Asynchronous Service Operation Details, Viewing Asynchronous Service Operation Instance Details).

    If there is an error, click the Error link on the Asynchronous Details page to view the complete error details and fix the XML file. If the process is done successfully, the Action Status is Done and the request ID is created.

  3. Once the Request ID is created, the system source and Requisition Request ID are also loaded in the staging table on the Stage Requisitions page for reviewing and modifying any details.

    If there is any error in the source line, the status displays Error. Select the source line check box and click the View Errors link to review the list of errors to correct and run the process again.

    You can also add Header and Line Custom Fields by clicking the respective links. For more details about the Stage Requisitions page, refer PeopleSoft Purchasing: Requisition Loader Request Page.

  4. Run the Load Requisitions process for the created Requisition Request ID, including the System Source and Business Unit, to create the requisition.

    For more details about Load Requisitions page, refer PeopleSoft Purchasing: Requisition Loader Page.

Note:

You can view the list of Bill Only requisitions created from the XML upload on the My Requisitions and Requester Mass Change pages.