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.

Add Requisitions to Large Negotiations

Instead of conducting multiple negotiations, you can now process a large volume of requisition lines in a single negotiation.

To add requisitions to large negotiations:

1. Download the latest PONNegotiationLinesImportTemplate.xlsm import template in the File-Based Data Import for Oracle Procurement Cloud guide, available on the Oracle Help Center.

   In the PONNegotiationLinesImportTemplate.xlsm import negotiation lines FBDI template, two new columns are added to LinesOrderOutcome sheet - Requisition, Requisition Line. Three new columns are added to LinesAgreementOutcome sheet - Requisitioning BU, Requisition, Requisition Line.

2. Provide the requisition number and requisition line number backing each negotiation line in the lines import template (.XLSM) and import using the file-based data import process (FBDI).

   Supplier responses are captured, analyzed, and awarded using the background processes.

3. Make an award decision, the award quantity is then automatically allocated to satisfy the requisition demand when the Create Purchasing Documents background process is run.
4. Review the requisition line quantity allocations in the view line allocations UI, before creating purchasing documents in Purchasing. (Line allocations page is now enhanced to support lines search across the 3 tab views.)
5. Submit the Purchasing Documents background process, this creates the purchasing documents, which fulfils the requisition demand. Any unallocated requisition line quantity is returned back to the process requisitions pool.

Also, as of now, these aren’t available for large negotiations with backing requisitions:

• Grouping of multiple requisitions lines into a single negotiation line.
• Supplier suggestions from requisitions lines aren’t carried to negotiation supplier invitation list.
• Header and line attachments from requisition lines aren’t carried to the negotiation.
• Editing requisition line quantity allocations manually while creating purchasing documents.
• Reopen completed award action.