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