Redwood: Create Purchasing Documents from Award

Category managers can now finalize awards and create purchasing documents using the Redwood experience.

This feature streamlines moving from finalized negotiation awards to purchasing outcomes by validating, staging, allocating, and submitting purchase orders or agreements in a guided flow. It also supports completing awards without creating purchasing documents when appropriate.

Some of the key improvements in the Redwood experience are highlighted below.

One-Click Award:

Quickly finish the award process with a single click by selecting Create final orders or Create final agreements. This action validates and locks award decisions, groups awarded lines into staged purchasing documents, automatically allocates quantities, and generates purchasing documents in order. Ideal for sole source and straightforward award scenarios, this feature streamlines your workflow and saves time.

Create Final Orders

Create Final Orders

View Purchase Orders

View Purchase Orders

Review Staged Orders or Agreements:

Easily review and edit orders or agreements generated from award decisions by selecting Review staged orders or Review staged agreements. Adjust header details as needed before submitting. This option is ideal for managing complex awards and ensures accuracy before finalizing.

Review Staged Agreements

Review Staged Agreements

Staged Purchase Agreements

Staged Purchase Agreements

Awarded Lines Within Each Staged Purchase Agreement

Awarded Lines Within Each Staged Purchase Agreement

Update Controls for Staged Purchase Agreements

Update Controls for Staged Purchase Agreements

Edit Header Information for Staged Purchase Agreements

Edit Header Information for Staged Purchase Agreements

Smart Allocation Management:

The award quantity is automatically allocated to fulfill backing requisitions. Select Review staged orders or Review staged agreements to view, edit, and reallocate award quantities across requisition lines.

Line Allocations Summary View

Line Allocations Summary View

Edit Line Allocations

Edit Line Allocations

Line Allocations Search Filters

Line Allocations Search Filters

Line Allocations Details View

Line Allocations Details View

When agreements have backing requisitions, you are given an option to automatically create orders to fulfill them.

Auto Create Orders to Fulfill Requisitions

Auto Create Orders to Fulfill Requisitions

Flexible Award Completion:

You also have the option to finalize the award without creating purchasing documents.

Finalize Without Creating Agreements

Finalize Without Creating Agreements

Speed up the transition from award to purchase orders or agreements with an easy, one click process to create documents. Gain flexibility to manage exceptions by reviewing outcome documents, editing allocations, or finalizing award without creating documents and returning requisitions when needed.

Steps to Enable and Configure

To use this feature, you must enable these profile options if you haven't already.

  • Redwood Pages for Sourcing Enabled (ORA_PON_SOURCING_REDWOOD_ENABLED). 
  • Redwood Page to Create Negotiation Enabled (ORA_PON_CREATE_NEGOTIATION_REDWOOD_ENABLED)
  • Redwood Page to Award Negotiation Enabled (ORA_PON_AWARD_NEGOTIATION_REDWOOD_ENABLED)

For instructions on enabling a profile option, refer to the Set Profile Option Values topic.

Tips And Considerations

  • In the current update, you can’t update existing agreements or reopen finalized award.
  • Also, you can’t finalize the award if you have awarded to prospective suppliers.

These will be supported in a future update.

Key Resources

Access Requirements

Users who have been assigned a job role that contains these existing privileges can access this feature:

  • Complete Supplier Negotiation Award (PON_COMPLETE_SUPPLIER_NEGOTIATION_AWARD_PRIV)
  • Create Purchase Order (PO_CREATE_PURCHASE_ORDER_PRIV)
  • Create Purchase Agreement (PO_CREATE_PURCHASE_AGREEMENT_PRIV)