Search and Process Requisition Lines Using a Redwood Page

Welcome to the demo video for the new process requisitions experience in Oracle Fusion Purchasing. In this demo, we will see how you can search for requisitions lines and process them into purchase orders using a Redwood page. Before this update, you couldn't save the Document Builder while processing requisition lines into procurement documents.

With this update, you can select lines from search results to process requisition lines in your queue and perform the stage action to create a new staged document. You can review and edit the sourcing and action details in the stage document. After it's ready, you can publish the staged document to process the requisition lines into a new purchase order or add them to an existing one.

The stage action and stage documents are new in Redwood and have replaced the Add to Document Builder action and Document Builder on the current processor equations page. Unlike the Document Builder, you can review and save your changes on the stage documents and come back later, and pick up where you left off. You can have multiple stage documents waiting to be published at any point in time.

You can also autogenerate stage documents from requisition lines. Furthermore, if a suggested supplier isn't available on the requisition line, then application suggests a supplier from past purchases and automatically creates a stage document. Now, let's see the demo of how you can search requisition lines using new process requisitions experience.

From the Home page, click on Process Requisitions (New) quick action available under procurement quick actions to access the Process Requisitions Redwood page. Here you get a comprehensive overview of all the requisitions that you are allowed to access. You can search for requisitions lines using keywords, such as requisitions number, supplier, or item, and narrow down the results using the displayed filters, such as requisitions business unit, alert type, category items, suggested supplier, and buyer.

On this page, you can view the metrics to identify how many requisitions lines are pending buyer actions, how many lines do not have an assigned buyer, as well as the counts of staged and unstaged requisition lines. You can search for unassigned lines, unstaged lines, and staged lines by selecting the corresponding context filter.

Now, let's see the demo of how you can process requisitions lines using new process requisitions experience. Search for the requisitions lines that you want to process. Select the requisitions line and click on Stage action. A new stage document is created. In an upcoming release, you will be able to add the requisition lines to an existing stage document.

On the stage document, review the sourcing details, action lines, and publish the stage document. A scheduled job is submitted automatically. Search for the process ID in the Action Status in-app tab. Scheduled job is completed. In an upcoming release, you will be able to view the purchase order information from the Action Status in-app tab itself.

Navigate to the Redwood manage orders page to review the purchase order that is created. Now, let's see the demo of how you can autogenerate stage documents from requisition lines. You can automatically stage requisition lines using the Autogenerate stage documents from requisition lines configuration option available in the procurement business function setup.

A requisition is created for blood glucose monitor item in the Pending approval status. Click on the View Line Details. There is no supplier specified on the requisition. Here are the past purchases order items. Item has been purchased from these suppliers, Tall Manufacturing and Green Corp. Item was purchased from Tall Manufacturing more frequently than Green Corp.

When a stage document is automatically created, application will recommend Tall Manufacturing as a supplier. Let's approve the requisition. A stage document will automatically get created. Navigate to the Redwood process requisitions page and search for the requisition. A stage document is created for the requisition line. Let's view the stage document. Tall Manufacturing is selected as a supplier on the stage document.