How You Add Requisitions to an Existing Negotiation

When you process requisitions, you can add new requisition lines to either a draft or an active negotiation instead of creating a new negotiation every time. When you add requisitions to an active negotiation, an amendment is created.

The requisition lines are added to the negotiation with all relevant information such as price, quantity, requested date, and attachments. Suppliers from the requisition are added to the supplier invitation list as well. When you add lines to a negotiation using the document builder in Oracle Purchasing, you have the option to group matching requisition lines into a single negotiation line. When matches are found, the quantity from the new requisition line is added to the existing negotiation line quantity. If no matches are found, then a new negotiation line is created for the requisition line.

Consider these when you add new requisition lines to a negotiation:

• The Group Requisition Lines option value is defaulted from the Configure Procurement Business Function setup page.

• For purchase order outcome, requisition lines are grouped if these criteria match:

  • Line type

  • Item, Item revision, and Item description

  • Category

  • Unit of measure (UOM)

  • Requisitioning business unit

  • Ship-to location

• For agreement outcome, requisition lines are grouped if these criteria match:

  • Line type

  • Item, item revision, and item description

  • Category

  • Unit of measure (UOM)

• If different Requested delivery dates are specified for multiple requisition lines, which are grouped, then the earliest date is stamped on the negotiation line.

• If two or more existing negotiation lines match the requisition line, then it’s added to the negotiation line with the highest line number.

• If the requisition line has a suggested supplier, then it’s added to the negotiation invitation list, only if the supplier and supplier site combination doesn’t already exist in the draft negotiation. For negotiations in the Active status, this isn’t supported, since amendments currently don't support updating the supplier invitation list.

• Both requisition header and line level attachments are copied to the negotiation line.

• Only requisition attachments with these categories are copied to the negotiation line: To Buyer, To Supplier, and Miscellaneous.

• If you have approvals set up, the amendment process will trigger approval of the changes made to the negotiation from adding the new requisition lines.