1. Navigate to the Requisitions tab in the Buyer's Work Center. The initial page that opens is the Demand Workbench.

2. You can see all requisitions in the Oracle Purchasing requisition pool to which you have access based on your default view and your security profile.

   • To select a different view, select from the View list. If you change views, only the requisitions for that view are displayed. See: Using Requisition Views

   • If you would like to restrict the results to requisitions in a particular operating unit you need to navigate to the search region and specify the operating unit in the search region or create a personalized view for the operating unit.

3. Click Search to limit the requisitions displayed using Buyer, Requisition, Category, Supplier, or other conditions as criteria for search results. See: Using Advanced Search

   You can also search for requisitions based on the content of their headers, lines, and distributions by clicking the Summary subtab. Note that you can save your search as a personalized view. See: Personalized Views.

4. When the page refreshes, you see all requisitions that matched the criteria for that view/search. For multiline requisitions, there is an entry for every requisition line (for example, you might see two entries: requisition 12345, line 1; and requisition 12345, line 2). If you see a requisition with multiple lines, but some of the lines are absent from the list, those lines have already been processed.

   You can sort the results by clicking any column header.

   You can see information for the requisition and requisition line by clicking the Requisition and/or Line links. If the suggested supplier has a profile defined in Oracle iSupplier Portal, you can view the profile information by clicking the Source link. If the source document is a blanket purchase agreement, click on the source document link to view the source document.

5. Once you have identified the requisitions you are interested in you can:

   • View the requisition by clicking its number.

   • Create procurement documents. See: Create Documents

   • Manage requisitions. See: Manage Requisitions

Using Requisition Views

There are predefined searches (views) that are available within the Demand Workbench. Additionally, there are any personalized views that you have created. To use a view, select the view from the View drop down menu and click Go.

You can use these views to search for requisitions as follows:

• My Late Requisitions - This view displays requisitions that are past the need-by date entered by the requester. That is, the need-by date on the requisition is prior to today's date.

• My Requisitions - This view displays all requisitions assigned to the buyer. Requisitions can be assigned to a particular buyer when the requisition was created.

• My Requisitions for Goods - This view displays requisitions for goods assigned to the buyer.

• My Requisitions for Services - This view displays requisitions for services assigned to the buyer.

• My Requisitions Requiring a RFQ - This view displays requisitions lines that require a RFQ.

• My Requisitions with a New Supplier - This view displays requisitions that suggest a supplier who has not yet been defined to the system (Oracle iProcurement can create requisitions and suggest a supplier that does not yet exist in the system).

• My Requisitions with a Suggested Supplier - This view displays requisitions that are sourced to a supplier.

• My Urgent Requests - This view displays requisitions that the requester marked as urgent.

• Unassigned Requisitions - This view displays requisitions that have not been assigned to a sourcing buyer.

• Personalized Views You can create your own specialized views that displays only those requisitions in which you are interested. See: Personalized Views.

Using Advanced Search

You can use the advanced search function to create a combination of search criteria that helps locate the appropriate requisitions. To use the advanced search function click Search.

Advanced search allows you to search for requisitions on a combination of values for Buyer, Requisition, Category, and/or Supplier. You can add additional search criteria by clicking Add. A list appears displaying all possible search criteria (for example, you may wish to also search on Item Description).

When performing advanced searches, you can choose to require entries to match all the search values or allow them to match any of the search values.

• Search results where each must match all values entered - Require entries to match all the search values you enter. For example, qualifying requisitions might be required to have the buyer be John Smith and the ship to location be New York. In this case, any qualifying requisitions must match both search values.

• Search results where each may contain any value entered - Allow entries to match any of the search values. For example, qualifying requisitions might be allowed to have the buyer be Patricia Stock or the ship to location be San Francisco. In this case, the qualifying requisitions can match either or both search values.

Use the Find icons to search for and select search values. When you have finished specifying your search, click Go (clicking Clear resets the search value fields).

You can search for a Global Blanket Purchase Agreement with outside processing item for New Order type in Document Builder when autocreating purchase orders. Purchasing enables auto creation of purchase order based on sourcing rules when a requisition is auto created for the OSP item based on the job or operation release type. In the auto created purchase order, the price of the OSP item is updated based on the global blanket purchase agreement.

Create Documents

Once you have located the requisitions you wish to include in your document, use the Demand Workbench to create a new document.

To create a new document:

1. Scroll the Demand Workbench page to the right.

2. Select a Document Builder document Type. This indicates the outcome you expect from the Document Builder.

3. Select an operating unit for your document by clicking the OU Find icon and selecting an entry from the OU results.

4. Scroll the page back to the left.

5. Select your requisition line(s) by selecting the checkbox in the Select column for each Requisition row. Or, you could add all the lines of a requisition that are available in the search results table to the Document Builder. Scroll to the right and click the blue square icon in the Actions column to add all the eligible requisition lines belonging to that requisition to the Document Builder. The gray square icon indicates that you cannot add the requisition line(s) to the Document Builder.

   If you wish to remove the added requisition from the Document Builder, click Clear, and the line(s) will be removed.

6. Click Add to Document Builder to place the lines in your document.

7. To create the document, scroll right. Enter any additional information your document type requires and click Create.

   • If you wish to clear the document builder and start creating the document again from the beginning, click Clear.

   • If you would like to make updates to the document builder parameter, enter your changes and click Update.

8. The document type you selected is displayed:

   • If you selected New Order or Add to Order, the Update Standard Purchase Order page is displayed. See: Orders in the Buyer's Work Center

   • If Oracle Sourcing is licensed and implemented, and you selected New Auction or New RFQ, the Oracle Sourcing Negotiations page is displayed. Refer to the online help for that page for detail: Create New Negotiation.

   Note: By default the lines you selected are combined according to the rules below. See: Grouping Requisition Lines

9. Select Group Shipments if you want to group shipments during the automatic creation of purchase orders. Oracle Purchasing provides flexibility to buyers to decide whether they want to group shipments or not. If you select this check box, then shipments are grouped. Otherwise, Oracle Purchasing creates a separate shipment for each requisition line. Distributions are not grouped.

   Important: In the Purchasing Options page, if the Group Shipments check box is selected, then the same selection is reflected in the AutoCreate Documents window as well as the Buyer Work Center Document Builder region. For requisitions created in Oracle Purchasing or Oracle iProcurement, if buyers want to group shipments during the autocreation of purchase orders, then the Group Shipments check box must be setup either in the Purchasing Options page or manually updated in the AutoCreate Documents window or the Buyer Work Center Requisitions Document Builder region.

   The Group Shipments check box impacts only the requisitions from Oracle Purchasing and Oracle iProcurement. Buyers can decide whether to group shipments or not for requisitions from Purchasing and iProcurement.

   Shipments are not grouped even if the Group Shipments check box is selected for requisitions from the following products:

   • Oracle Advanced Supply Chain Planning (ASCP)

   • Oracle Work In Process (WIP)

   • Oracle Order Management (OM)

   • Oracle Inventory

   • Oracle Enterprise Asset Management (EAM)

   The following business rules apply to the Group Shipments functionality:

   • For manual requisitions, shipment grouping is done based on requisition lines and not on requisition distributions.

   • The PO line level grouping is based on the values defined for the following profiles:

     PO: Use Need-by Date for Default Autocreate Grouping

     PO: Use Ship-to for Default Autocreate grouping

10. Complete your document and click Create.

Manage Requisitions

Once you have located the requisitions you wish to work on, use the Demand Workbench management tools.

To return requisition lines;

If the requisition lines should not be used in a document, you can return them to the requester.

1. Select your requisition line(s).

2. Click Return Lines to remove the requisition lines from the requisition pool and change their status in Oracle Purchasing to Returned.

3. Enter a return Reason.

4. Click Apply.

To reassign requisition lines:

If the requisition lines should be assigned to a different buyer, you can reassign them.

1. Select your requisition line(s)

2. Click Reassign.

3. Identify the new buyer.

4. Click Apply.

To update requisition lines from the catalog:

1. Select your requisition line.

2. Click the Replace with items from catalog icon in the Actions column.

3. Find the new item in the catalog and click Add to Document.

4. Click Complete.

To update requisition lines from your catalog favorites:

1. Select your requisition line.

2. Click the Replace with items from favorites icon in the Actions column.

3. Find the new item in the catalog and click Add to Document.

4. Click Complete.

To split requisition lines:

1. Select your requisition line.

2. Click the Split icon in the Actions column.

3. Enter the new quantities in the Qty column for each requisition line.

4. Click Save Split.

To add all eligible requisition lines in search results to Document Builder:

1. Find your requisition lines.

2. Click the Add all Lines from this requisition icon in the Actions column.

Grouping Requisition Lines

If you select multiple requisitions or a requisition with multiple lines, Demand Workbench consolidates multiple requisition lines with similar characteristics into a single sourcing document line. If you use default grouping multiple requisition lines are grouped together if they have the same values for the following characteristics:

• Item category

• Item number

• Item revision

• Item description

• UOM

• Ship-To address

• Line type

You can add need-by date or ship-to organization and location to the default grouping by using the profiles PO: Use Need-by Date for Default Autocreate grouping or PO: Use Ship-to Organization and Location for Default Autocreate grouping.

If you use requisition grouping the document builder creates a document with one line for each requisition line.

For more details about requisition grouping see: Using Automatic Creation Mode

Creating Complex Work Order Documents from Requisitions

Buyers can autocreate complex work order documents from requisitions using the BWC Autocreate Document Builder functionality.

The following table describes the definition of Complex Payment attributes and the complex work order tasks that can be performed using the BWC Autocreate functionality:

For more information about Oracle Services Procurement changes, refer to the Oracle Services Procurement Release Notes for R12.2.4 on My Oracle Support

Creating Purchase Orders from Spot Buy Requisitions

In Demand Workbench, a buyer can view Spot Buy requisitions (provided requisitions are not created into PO automatically when any of the spot buy criteria doesn't meet) and can autocreate them to purchase orders.

Using the Source column, a buyer can view the supplier(s) or a requisition before the autocreate process.

The Source column displays the name of the supplier(s) that were suggested during the creation of the Spot Buy requisition. If there are more than one suppliers for the Spot Buy requisition, the link Multiple appears on the Source column. Click the Multiple link to view and select the supplier you (buyer) wish to create the purchase order for. If no supplier is assigned, you, as the buyer, need to select a supplier in the Document Builder region.)

If the requisition line has a transaction currency that is different from functional currency then the purchase order document is created in the functional currency, and appropriate currency conversion takes place to display the line amount in the functional currency in purchase order document.