1. Using Procurement
  2. Cancel Requisition Lines Using a Spreadsheet

Cancel Requisition Lines Using a Spreadsheet

As an authorized procurement user you can cancel requisition lines in batches using a spreadsheet.

For example, you can review requisition lines that have been inactive for a long period of time. If they're overdue for cancellation, you can update their status to free up reserved funds.

Follow these steps to cancel requisition lines using a spreadsheet:

  • Select and download requisition lines to a spreadsheet.

  • Review the lines in the spreadsheet and update their status to canceled.

  • Upload the spreadsheet to update the application.

Before You Start

Before you can cancel requisition lines using a spreadsheet, you must install the Oracle ADF Desktop Integration client software on your computer. The add-in enables desktop integration with Microsoft Excel workbooks. Download the installation files from Navigator > Tools > Download Desktop Integrator Installer.

Select and Download Requisition Lines

Follow these steps to select and download requisition lines to a spreadsheet:

  1. Open the Cancel Requisition Lines in Spreadsheet task. (Navigator > Purchase Requisitions work area > Requisitions page > More Tasks drop-down list > Cancel Requisition Lines in Spreadsheet task).

    Note: To see the task you must have the Cancel Requisition Line in Spreadsheet privilege. This privilege isn't delivered with any standard reference roles. Authorized procurement users must be assigned the privilege.

  2. In the Cancel Requisition Lines in Spreadsheet dialog, enter criteria to select the lines you want to review for cancellation.

    Selection Criteria

    Required?

    Comments

    Requisitioning BU

    Yes

    You must enter a requisitioning business unit.

    The default value is derived from the current requisitioning business unit from your user preferences on the Edit Requisition Preferences page.

    Entered By

    No

    You can enter the name of the requisition preparer to limit the requisitions you want to review for cancellation.

    From and To Creation Date

    No

    You can enter a date or date range during which the requisitions were created.

    From and To Budget Date

    No

    You can enter a date or a date range for the budget associated with the requisition line distributions. The budget date range selection criteria is displayed only if budgetary control is enabled for the requisitioning business unit.

    Exclude Project Related

    No

    You can opt to exclude requisition lines that are project-related.

  3. Click Create in Spreadsheet. All requisition lines matching the selection criteria are downloaded to an ADFdi spreadsheet. In addition, the lines downloaded include only those in Approved status, and not placed in any purchase order or transfer order.

    Note: Externally managed requisitions, created using the Purchase Request web service, aren't downloaded to the spreadsheet. They must be canceled using the web service.

  4. In the Opening CancelRequisitionLines.xlsx dialog, select Open with Microsoft Office Excel, then click OK.

  5. In the Connect dialog, click Yes.

  6. In the Oracle Fusion Applications Sign In dialog, enter your User ID and Password, and click Sign In.

Review the Lines and Update Their Status

Follow these steps to use the Cancel Requisition Lines spreadsheet to review the downloaded requisition lines and update their status:

  1. In the Cancel Requisition Lines spreadsheet, there are two tabs: Instructions and Cancel Lines. Click the Cancel Lines tab.

  2. In the Cancel Lines tab, the list of selection criteria used to download the rows of requisition lines is displayed.

    1. Review the lines in the spreadsheet and determine which to cancel.

    2. For each line in the spreadsheet you want to cancel, enter a Reason for the cancellation. For each Reason you enter, a triangle icon displays in the Mark for Cancellation column.

Upload the Spreadsheet to Update the Application

Follow these steps to upload the edited spreadsheet and update the application.

  1. In the Cancel Lines tab on the spreadsheet ribbon, click the Upload icon.

  2. The Status column for each row displays the processing status for the uploaded requisition line.

    1. Processed rows show the status: Row Updated Successfully. Click the Status Viewer icon on the spreadsheet ribbon. In the Status Viewer pane you can see the message: No Error.

    2. Rows with an upload error show the status: Update Failed. Click the Status Viewer icon on the spreadsheet ribbon. In the Status Viewer pane you can examine the error details.

You can work in small batches. Take action on a few rows and upload them. After successful processing, you can click the Download icon in the spreadsheet ribbon to download the updated lines. The same combination of selection criteria used to create the original spreadsheet are used to retrieve the lines. Any lines that were updated to Canceled status are removed from the results. When all processing is complete and you're done canceling lines, close the spreadsheet.

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