Use the Find Requisition Lines window to specify search criteria for requisition lines that you will use to autocreate purchase orders and RFQs.
Create online requisitions in the Requisitions window or in Oracle iProcurement. See: Entering Requisition Headers. Approve the requisitions. See: The Document Approval Process.
Use Requisition Import to import requisitions generated by other products. See: Requisition Import Process.
To enter search criteria:
Navigate to the Find Requisition Lines window by selecting AutoCreate from the menu. Then enter desired search criteria as described in the following steps.
Select the Operating Unit for this search.
Select the Approved status: Yes or No. Only approved lines can be used when you autocreate purchase orders. Either status can be used on RFQs. If you do not make a selection, both approved and unapproved requisition lines will be included.
Yes - You can autocreate purchase orders, releases, and RFQs.
No - You can autocreate only RFQs.
The suggested Buyer from the Enter Person window is displayed as the default. If the PO: Allow Buyer Override in AutoCreate Find profile option is set to Yes, you can clear the default or enter a different buyer.
Enter the Requisition number.
Enter the Requestor.
Enter the Emergency PO Number.
If you are autocreating a purchase order from an emergency requisition, enter the purchase order number that was reserved in advance for the requisition. An emergency requisition is created in iProcurement only.
Enter the Preparer.
Select the Supplier Sourcing criterion (Sourced or Unsourced).
Enter the Supplier List.
Enter the Supplier and Supplier Site.
Select the Document Type to indicate that you want to include requisition lines sourced to a Blanket purchase agreement or to a Quotation.
Enter the Document number.
Check the Global checkbox if you want to include only those requisition lines sourced to a global agreement.
If Oracle Sourcing is enabled, enter the Negotiation Number.
Check the VMI checkbox if you want to include only VMI requisition lines.
Note: VMI requisition lines cannot be used for Oracle Sourcing negotiations.
Enter the Minimun Amount on the requisition line to include.
Check the External Locations checkbox if you want to include requisition lines from external locations.
Enter the Currency.
Enter the Ship-To location to include requisition lines with this Deliver To location. The default is the Ship-To Location for the buyer from the Enter Person window.
Enter the currency Rate Type.
Use the tabbed regions to further restrict the search:
In the Line region, you can enter the following search criteria: Item number, Revision number, Job (Oracle Services Procurement), Category, item Description, and Supplier Item number. The default Category is the category defined for the buyer from the Enter Person window. If the PO: Allow Category Override in AutoCreate Find profile option is set to Yes, you can clear the default or enter a different category.
In the Status region, you can limit the search by Late status (Yes or No), Urgent status (Yes or No), Assigned status (Yes or No), RFQ Required status (Yes or No), or the number of need by days from today (For example, enter 10 if you want to locate all requisition lines with a need-by date within the next ten calendar days.)
Select the Find button to initiate the search and open the AutoCreate Documents window. See: Selecting AutoCreate Criteria.
To clear existing search criteria:
Select the Clear button to clear any existing search criteria.
To enter requisition preferences:
Select Requisition Preferences on the Tools menu to open the Requisition Preferences window. See: Entering Requisition Preferences.