View Requisition Lifecycle Information

As a Procurement Requester, you can now view lifecycle information for requisitions in the Responsive Self Service Procurement application. You can review the summarized fulfillment information for each line in the requisition and drill down into downstream documents such as negotiations, purchase orders, shipments, receipts, and invoices. 

You can navigate to the Requisition Life Cycle page by selecting the View Life Cycle action from the Actions menu available on the My Requisitions page. 

Menu Action to Navigate to the Requisitions Life Cycle Page

The following screen shots illustrate the feature.

Purchase Order That is Not Fulfilled

• You can change the purchase order from the context switcher and review other purchases.

• The bar chart on the Requisition Life Cycle page gives you the visual representation of the Amount that is Ordered, fulfilled (which includes Shipped, Received, and Delivered), and Invoiced. You can also see the payment status of the invoice.

• You can now review the summary of Order line details, like the vital attributes from different business objects (Shipments, Receipts, Invoices), without drilling down into the details.

• To review other related documents, you can click each tab (Negotiations, Shipments, Receipts, and Invoices) and drill down to the details to review the data.

• You can also review the invoice status if it's on hold for any of these reasons:
  • Overbilled   
  • Receipt Required

• Any tab that is not relevant, such as Shipments for Services only Purchase Order, is hidden.

Purchase Order That is Fulfilled

Using this feature, you can easily track the fulfillment and payment status of your requisitions and access related documents for more details.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Procurement

If you want to use the View Requisition Lifecycle Information feature, you must opt in to its parent feature: Procure Goods and Services Using the Responsive Self Service Procurement Application. If you’ve already opted in to this parent feature, then you don’t have to opt in again.

Tips And Considerations

• Transfer Order details aren't available on the Requisition Life Cycle page.
• Reviewing the lifecycle information in mobile mode isn't supported.

Key Resources

• To know more about how to use the Responsive Self Service Procurement application, refer to the Procure Goods and Services Using the Responsive Self Service Procurement Application readiness training.

• To know how to provide the required privileges to your requesters to use your own configured role instead of the Requisition Self Service User role, refer to the How You Configure Roles for the Responsive Self Service Procurement Application topic.

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

• Requisition Self Service Responsive Application User Duty (ORA_POR_REQUISITION_SELF_SERVICE_PWA_USER_DUTY)

This privilege was available prior to this update.

Users should also have configured job roles that contains following privileges to drill down to negotiations, shipments, receipts, and invoices details.

• Negotiations
  • View Supplier Negotiation (PON_VIEW_SUPPLIER_NEGOTIATION_PRIV)

• Shipments
  • View Inbound Shipment Using Responsive Receiving Application (RCV_VIEW_INBOUND_SHIPMENT_WITH_PWA_PRIV)
  • View Inbound Shipment for Business Unit by Web Service (RCV_VIEW_INBOUND_SHIPMENT_BY_BU_WEB_SERVICE_PWA_PRIV)

• Receipts
  • Review Receiving Receipt Summary (RCV_REVIEW_RECEIVING_RECEIPT_SUMMARY_PRIV)

• Invoices
  • View Payables Invoice (AP_VIEW_PAYABLES_INVOICE_PRIV)
  • Manage Payables Invoices (AP_MANAGE_PAYABLES_INVOICES_PRIV)