Use the Requisition Import process to import requisitions from other Oracle or non-Oracle systems. Work in Process, Master Scheduling/MRP, Order Management, and Inventory (as well as custom systems) can provide requisition information for the Purchasing requisition interface table. For example, drop-ship orders from Order Management and Kanban orders from Inventory are sent to the requisition interface table and converted into requisitions. Also, project and task information from Master Scheduling/MRP are imported through the Requisition Import process. Requisition Import creates a requisition line and one or more requisition distributions for each row it finds in the interface table. It then groups these lines on requisitions according to parameters you define below.

You can set the profile PO: Release During ReqImport to create releases each time you run the Requisition Import process. For example, when you implement planned orders as requisitions in the MRP Planner Workbench, you can automatically create the releases at the same time you create the requisitions. Purchasing automatically creates (and optionally approves) the releases for all blanket-sourced, approved requisitions as part of the Requisition Import process, not just those created by the Requisition Import run.

You can place requisitions you imported on purchase orders just as you would any other requisition. Purchasing automatically sources your requisition line to a blanket agreement or catalog quotation number if the supplier for the item is in the Approved Supplier List and if sourcing rules are set up for the item.

When requisitions are imported using the Requisition Import Process, the Charge, Budget, Variance and Accrual accounts for the requisitions are generated automatically by calling the Requisition Account Generator Workflow. Automatic generation of the charge account CCID happens only if the charge account and corresponding segments are empty.

Requisition Import Approvals

Each requisition you create using Requisition Import enters Purchasing with the approval status that was specified when the row in the interface table was created. However, if you are using requisition encumbrance (the Use Requisition Encumbrance field in the Encumbrance Information region of the Financials Options window is set to Yes), Requisition Import changes the Approved status to Pre-Approved, and you must approve the requisitions.

For Incomplete and Pre-Approved requisitions, Requisition Import calls the PO Requisition Approval workflow to submit the requisitions to the approval process unless you specify not to when you submit Requisition Import. For Approved requisitions, Requisition Import calls the PO Create Documents workflow in Purchasing to automatically create corresponding purchase orders, and the PO Create Documents workflow then calls the PO Approval workflow to approve the purchase orders, if you've enabled automatic creation and approval. See: Choosing Document Creation Options.

Submission

When you submit the Requisition Import process, Purchasing automatically prints the Requisition Import Run Report. You can view this report by using the View Requests window and choosing the Report option in the View field for the Requisition Import process you submitted. If there were no records in the transaction interface table, the report has two lines:

• No records were processed

• Number of records in error = 0

Otherwise, the report normally has three lines:

• Number of approved requisitions created = n

• Number of unapproved requisitions created = n

• Number of records in error = n

When there are transaction records that cannot be processed, the report includes a fourth line:

• Number of records pending = n.

Parameters

1. Enter the Import Source. Leave this field blank for all import sources.

   If you do not see a particular import source in the list of values, there are currently no requisitions from that source.

2. Enter the Import Batch Identification for the batch that you want to import. Leave this field blank to import all batches.

3. Use the Group By feature to determine how requisition lines are grouped on the requisitions you create. The default in this field is set in the Purchasing Options window. Choose one of the following options:

   • All: Group all requisition lines on one requisition

   • Buyer: Group requisition lines for each buyer name on a separate requisition

   • Category: Group requisition lines for each purchasing category on a separate requisition

   • Item: Group requisition lines for each item on a separate requisition

   • Location: Group requisition lines for each location on a separate requisition

   • Supplier: Group requisition lines for each supplier name on a separate requisition

4. Enter the Last Requisition Number that exists in your system. Purchasing increments this number by one to calculate the next requisition number. If the calculated number is already in use, Purchasing selects the next available requisition number. Leave this field blank to automatically get the next available requisition number.

5. Choose No for Multiple Distributions.

   In a previous release, the Import Source of ICX (for Web Requisitions) required you to choose Yes. This release supports iProcurement, which saves its requisitions directly to the Purchasing tables rather than using Requisition Import. Therefore, Yes is no longer a valid option for Multiple Distributions.

6. Choose whether to initiate approval automatically for the requisitions after they are imported.

   Yes: The PO Requisition Approval workflow is launched automatically for requisitions imported with a status of Pre-Approved or Incomplete.

   No: The PO Requisition Approval workflow is not automatically launched for Pre-Approved or Incomplete requisitions. You can submit these to the approval process later, when you select the Approve button on the requisition.

7. Choose Submit to begin the process.