Automate Order Creation for Requisitions Without Previously Negotiated Agreements

You can configure automated purchase order creation from purchase requisitions, without using previously negotiated blanket or contract purchase agreements.

Use this feature to automatically generate purchase orders from approved requisitions having requisition lines with the following characteristics:

• There's no associated purchase agreement.

• Valid supplier information is provided.

• Purchasing terms (prices, terms, conditions, quantity, and so on) are already negotiated with the supplier.

To configure automated order creation from requisitions, without using previously negotiated agreements, perform these tasks:

1. In the procurement business function setup for each impacted business unit, select the following check box: Autogenerate orders from requester-negotiated requisition lines.

   1. Use the Configure Procurement Business Function task. Find the task in the Setup and Maintenance work area, Procurement offering, Procurement Foundation functional area.

      When you select the option, requisition lines marked as Negotiated are automatically processed to purchase orders, even without any purchase agreement reference.

2. Use Page Composer to modify relevant pages to display the Negotiated check box. The check box is hidden by default.

   Pages you may choose to modify include the Smart Form, Noncatalog Request, Enter Requisition Line, and Edit Requisition.

3. Assign the following security privilege to affected requesters: Create Requisition with Changes to Negotiated Indicator.

   When assigned this privilege, requesters can set requisition lines as Negotiated when creating requisitions.

4. Optionally, set up Smart Forms for associated requisitioning transactions.

You can also use the Negotiated option when importing requisitions using the Purchase Request Web Service or file-based data import. The Negotiated option is also referred to as Negotiated By Preparer.