Requisition Templates
Defining Requisition Templates
Use
the Requisition Templates window to define requisition templates. These
templates
automate
requisitioning of commonly ordered items like office supplies. To create a
requisition
for office supplies, requestors in your organization simply use your template
and
enter the quantity of each item they want to order.
To
create a template, you can specify the items individually or you can reference
an
existing requisition
or purchase order. If you reference an existing document,
Purchasing
adds all lines on the document to the template. You can reference multiple
documents
to add all their lines to the same template.
After
you define a template, you can reference the template in the Supplier Item
Catalog.
When you do so, Purchasing displays all template lines that are valid for the
destination
organization, and you can use any of these lines on your requisition. You
can
create requisitions with this template as long as the requisition creation date
is before
the template inactive date.
To define Requisition Templates:
1. Navigate
to the Requisition Templates window.
3. Enter the Requisition Template name.
4. Enter a
Description of the template.
5. Enter the
Inactive date after which you do not want any requestor to create a
requisition
from this template.
6. Enter the Requisition Type: Internal or Purchase. In either case, you can enter
individual
requisition lines of either type.
7. If this template is to be used in Oracle iProcurement,
select the Reserve PO Number
option.
No prevents
the requester from reserving a purchase order number at the time the
requisition
is approved.
Optional allows
the requester to reserve a purchase order number at the time the
requisition
is approved.
Yes will
automatically reserve a purchase order number at the time the requisition
is
approved.
To manually
add lines to a template:
1. Use the
Lines region to manually add new lines to the template. You can also
remove
lines that you have copied from a base document, and you can change
certain
information in these lines.
2. Enter a
Number in this field to identify the sequence of the line on your requisition.
Purchasing
provides default sequence numbers in increments of one.
3. Enter the
line Type. You can enter or change information in this field only for new
lines.
The default is from the Purchasing Options window.
4. Enter the
Item Number/ Item Name. You can enter or change information in this field only
for
new
lines.
5. For new
lines only, you can enter the item Revision number.
6. If you
entered an item, Purchasing displays the purchasing Category, and you
cannot
change it. Otherwise, you must enter a purchasing category.
7. Purchasing
displays the item Description from the document you selected in the Base
Document Number field. If you are entering a new line, the description is from the
item master. You can change the description only if this attribute is active
for the item.
8. The
Source type determines the source of the requisitioned items. The choice you
have
in this field is dependent on your user profile options and the system profile
options.
At either level, you may be restricted to one of the following options:
Inventory
or Supplier.
9. Enter the
default unit of measure.
10. Optionally,
enter a suggested quantity for requisitioners in Oracle iProcurement.
11. For supplier
sourced lines, you can enter the unit price, and this price is used in the
Requisitions
window. For inventory sourced lines, the cursor does not enter this
field,
and the price in the Requisitions window is the actual cost from inventory.
12. If Oracle
Services Procurement is implemented, enter an amount for a fixed price
services
line type. Amount is required and the source type must be Supplier.
13. Indicate
that this line was from a negotiated source by checking the Negotiated
checkbox.
You can change it only if your responsibility has that function enabled.
14. Save to
Define Requisition Templates.
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