How You Create Special Handling Requisitions

You can create requisitions requiring special handling by your suppliers. While creating the requisition, you can capture handling details in special handling descriptive flexfields on the document header and lines.

For example, create bill-only documents that include details such as the physician's name and the item's lot and serial number.

Here are some of the considerations for creating special handling requisitions:

• You can't delete special handling types after you create them in the Manage Special Handling Types task. Disable the special handling type so that requesters and buyers no longer see the type as a choice when creating documents.
• The context associated with the special handling type can't be changed after creating the type. When you create a special handling document, the context will default onto the document and control which segments you see. You won't be able to see or change the context itself on the document.
• The Bill Only special handling type and associated contexts are seeded. You can use them as is or configure them.
• Any changes to the Special Handling Attributes for Headers or Special Handling Attributes for Lines flexfields are shared between Self Service Procurement and Purchasing. New and changed contexts and segments will show up in both applications.
• To create special handling requisitions online, enable the Procure Goods and Services Using the Responsive Self Service Procurement Application feature.
• All special handling requisition lines must have a supplier and supplier site. The supplier and supplier site must be the same across all requisition lines.
• Internal material transfers aren't supported on special handling requisitions.
• If Automatically Create Receipt is enabled for the special handling type:
  • You can't create lines with items that are lot or serial controlled.
  • Receipt routing will be read-only and set to Direct Delivery.
  • The destination type must be Expense.
• Regardless of the grouping settings on the procurement business unit or agreement, special handling requisitions can't be grouped with any other requisitions. Special handling requisition lines also can't be grouped.
• You can't split or update special handling requisition lines from catalog on the Process Requisitions page. You can't group special handling requisition lines manually on the Edit Document Builder page.
• A special handling type is available as a header-level approval attribute for writing rules.
• The Bill Only special handling type is associated with the Bill Only Context for Headers and Bill Only Context for Lines.

  • The Bill Only Context for Headers context includes these context-sensitive segments:

    • Physician Name
    • Date of Service
    • Reference Number
  • The Bill Only Context for Lines context includes these context-sensitive segments:

    • Lot
    • Serial Number