Requisition Documents

To help maintain the flow of information from the inception of a contract to its being awarded with a contract document, you can use the PeopleSoft eProcurement or Purchasing requisition process to collect requester information about the future contract, and have that information available in a document. You use document types to establish the wizard and document configurator for creating requisition documents, making the document available for the requisition and then using the requester's responses to help formalize content in the eventual contract document authored by the specialist. For example, you might ask the requester to answer several questions related to a contract request that is tied to the requisition. As part of that initial question and answer process, you can create a summary justification document and relate it to the requisition. After you source the requisition through the request for quote or bid process and award it to a transactional contract, the system validates that the requisition document exists, and enables the specialist to then pull forward any wizard responses from the requester and incorporate them into the authored contract to automatically include appropriate contract content or to fill in the blanks within the authored document.