Qualifying Criteria for Requisition Selection
When selecting requisitions for sourcing either manually using the Requisition Selection - Sourcing pages or automatically using the AutoSelect Requisitions process, consider that a requisition must meet these conditions before it can be eligible for selection.
| Record | Field | Value |
|---|---|---|
|
REQ_HDR |
IN_PROCESS_FLG |
N (no) |
|
REQ_HDR |
HOLD_STATUS |
N (no) |
|
REQ_HDR |
BUDGET_HDR_STATUS |
V (valid) |
|
REQ_LINE |
IN_PROCESS_FLG |
N (no) |
|
REQ_LINE |
SOURCE_STATUS |
A (approved) |
|
REQ_LINE |
CURR_STATUS |
A (approved) |
|
REQ_LINE |
RFQ_IND |
N (no) |
|
REQ_LINE_SHIP |
BAL_STATUS |
I (in balance) |
|
REQ_LINE_DISTRIB |
QTY_OPEN or AMT_OPEN |
> 0 (greater than 0) |
Note:
If the AMT_OPEN field value is > 0, QTY_OPEN can have a value other than > 0. If the QTY_OPEN field value is > 0, AMT_OPEN can have a value other than > 0. Only one of these two REQ_LINE_DISTRIB field values must be > 0.
If no requisitions appear on the Requisition Selection - Sourcing page, consider reviewing the selection criteria that you entered on the Requisition Selection page. The requisition must meet these conditions before it can be selected:
-
The requisition line current status must be approved.
-
The RFQ indicator on the requisition line must be N (no).
-
The In Process flag on the requisition line must be N. When one line on a requisition is selected for sourcing, the In Process flag on the requisition line is set to Y (yes), indicating that the line cannot be touched until sourcing is complete. Once sourcing is complete, the In Process flag is turned off (set to N) and can be changed.
-
The hold status on the requisition header must be N.
-
The budget header status on the requisition header must be V (valid).
-
The source status on the requisition line must be A (approved).
-
The balance status on the requisition schedule must be I (in balance).
-
The open quantity or open amount on the requisition distribution must be greater than zero.
If you have frequent problems with unselected requisitions, build a query that displays all fields used in the selection process to see why the requisition is not eligible for selection.
See the product documentation for PeopleTools: Query
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