The AutoCreate Documents folder window displays the requisition lines that met the search criteria entered in the Find Requisition Lines window. Use this window to:
Select whether you are creating a new document or adding to an existing document
Select the type of document you are creating: Standard PO, Planned PO, Blanket Release, or RFQ
Select the grouping method: Default or Requisition
For Automatic creation mode, select which of the displayed requisition lines you will use on the autocreated document
Select the creation mode: Manual or Automatic
About Flexfields: AutoCreate does not copy descriptive Flexfields from the requisition.
If your company uses iProcurement, see: iProcurement Requisitions for information about autocreating iProcurement requisitions, including emergency and procurement card (P-Card) requisitions.
To select AutoCreate criteria:
Navigate to the AutoCreate Documents window by selecting the Find button in the Find Requisition Lines window. See: Finding Requisition Lines for AutoCreate.
In the Action field, select whether you want to Create a New document or Add To an existing document.
Note: Only Create is supported for Oracle Sourcing documents.
Select the Document Type you want to create: Standard PO, Planned PO, Blanket Release, or RFQ. The Document Type can be only RFQ if you did not select Approved Requisitions in the Find Requisition Lines window.
You can choose only Standard PO for emergency requisition lines. See:iProcurement Requisitions.
If Oracle Sourcing is enabled you may also select Buyer's Auction or Sourcing RFQ. See the "What are the differences between negotiation types?" topic in online help for details.
Select the Grouping for requisition lines on the document:
Default: Combine requisition lines for the same item, revision, line type, unit of measure, supplier item number, and transaction reason onto one purchase order line. Combine requisition lines for the same item, revision, supplier item number, and line type onto one RFQ line.
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.
Requisition: Create document with one line for each requisition line. Used only when you select lines on a single requisition.
Note: If Oracle Sourcing is implemented; requisition lines with the same item, revision, description, line type, UOM, and ship-to (based on deliver-to) will be grouped into individual negotiation document lines.
Note: If Oracle Services Procurement is implemented, only Requisition is supported for fixed price with temp labor requisition line types.
For Automatic creation mode, use the check boxes to select the requisition lines that you want to use on the document and then select the Automatic button. You can also use 'Select All' or 'Deselect All' in the Edit menu.
For Manual creation mode, select the Manual button. Manual creation mode is available only when you have chosen Default grouping for Standard and Planned Purchase Orders, Blanket Releases, and RFQs. See: Using the Document Builder.
For both creation modes, Purchasing displays the Add To Document, New Document Number, or New Document window, depending on the action you selected. See: Entering Document Information and Completing AutoCreate.
Note: Only automatic mode is supported when creating Oracle Sourcing documents.
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.
Attention: 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
To return requisition lines:
Select Return Requisitions on the Tools menu to display the Return Requisitions window.
Enter a Reason for the return.
Select OK to return to the requisition pool all unpurchased lines on the current requisition.
To modify requisition lines:
Select Modify on the Tools menu to open the Modify Lines window. See: Modifying Requisition Lines
To view action history:
Select View Action History on the Tools menu to open the Action History window and display action history for the current line. See: Viewing Action History.
To view blanket purchase agreements:
Select View Blanket POs on the Tools menu to open the Purchase Order Lines window and display all blanket purchase agreements for the item on the current line.
To enter requisition preferences:
Select Requisition Preferences on the Tools menu to open the Requisition Preferences window. See: Entering Requisition Preferences.