Self Service Procurement

Get Involved. Join the Conversation.

Topic

    Ashok
    Touchless order creation for a non-catalog request based...
    Topic posted November 7, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Processing 
    98 Views, 5 Comments
    Title:
    Touchless order creation for a non-catalog request based requisition
    Summary:
    How to create a touchless order for a non-catalog request based requisition
    Content:

    Just this last week, there were two very similar forum posts with a common theme. Why is the non-catalog request based requisition not being converted to a purchase order automatically. I am hoping this note serves as a reminder on the process.

    In order to create a touchless transaction from requisitions to orders based on non-catalog requests, ensure the following (if an agreement does not exist that can be sourced):

    a) The 'Negotiated' flag is checked when creating the non-catalog request

    b) Supplier and supplier site details are also filled in

    c) Either a suggested buyer is assigned or buyer assignment rules are defined and identifies a buyer for the specific business unit

    d) The 'Auto-generate orders from requester-negotiated requisition lines' checkbox is checked in the Configure Procurement Business Function setup page

    If all of these are true, you should realize a touchless requisition to order flow. Else, look for the requisition in the Process Requisitions flow.

    Comment

     

    • Ramesh Radhakrishnan

      Thanks Ashok for the note!!

    • Ashok

      Sure. Hope these articles help. I would request all readers to give these articles a browse whenever you have use cases to resolve or issues that come up on Self Service Procurement related features and flows. These could be your first level of triage in addition to documentation published on docs.oracle.com.

    • Ed van Kessel
      This article was very useful and the timing was perfect.  However, I would
      like to not that in 18C, the negotiated flag was hidden for non-catalog
      requests.  The support team referred me to How to Enable Negotiated Flag on
      the NonCatalog Requisition Page (Doc ID 2197423.1)   .
      I did not follow this method, but instead created a smartform to replace
      the non-catalog request link as a work around for the time being.
      
      
    • Ashok

      Good to know. Thanks for the note. Smart forms work just as well.