Posts

Posts

  • Shravan Kumar Chelika
    Unable to Create IMT - Requisitions with Destination Type as...20
    Topic posted July 1, 2019 by Shravan Kumar ChelikaRed Ribbon: 250+ Points, tagged Create Requisition, FAQ, How-To, Internal Material Transfer, Requisition Processing, Setup in Procurement > Self Service Procurement public
    Title:
    Unable to Create IMT - Requisitions with Destination Type as Inventory
    Summary:
    Unable to Create IMT - Requisitions with Destination Type as Inventory - Errors out with Source Organization cannot be determined
    Content:

    Hello All,

    We have been trying to create IMT Requisitions with Destination type as Inventory and are facing the following error - "The source organization for the given destination type cannot be determined. Contact your Supply Chain Operations Manager (POR-2010790)".

    We have followed multiple documents included in support Troubleshooting Internal Requisition Setup – Planned Item (Doc ID 2384272.1)., Setups and End to End Flow For Internal Requisitions-Transfer Orders Flow (Doc ID 2359512.1).

    We do have the sourcing rules, assignment sets and ATP Rules,  costing and inventory organizations assigned to locations,  the attached document (IMT- Requisition Setups)would show all the screenshots with setups if you encountered this issue before could you please let us know if we are missing any setups/steps that are causing this error?

    Thanks,

    Shravan

  • Ashok
    Negotiated Flag on the Enter Requisition Line Page204.7
    Topic posted September 1, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Tip in Procurement > Self Service Procurement public
    Title:
    Negotiated Flag on the Enter Requisition Line Page
    Summary:
    How can I set the value of the Negotiated Flag on an Enter Requisition Line
    Content:

    There were a few customer posts recently asking whether it was possible to set the Negotiated flag on the Enter Requisition Line page. The requirement was to automatically create a Purchase Order using an Agreement association while the Negotiated Flag was set to be True.

    The issue was this flag is not available by default on said page. So the customers were not sure whether what they wanted was feasible.

    Solution:

    Via personalization, the Enter Requisition Line can be personalized to display the Negotiated attribute. You can determine what the default value for the flag ought to be. In this case to help the customers, the recommendation was to set this to Y by default, i.e. check the Negotiated checkbox. The idea was that when the requisition is created and ultimately converted to a purchase order, the value of the flag carries through.

     

  • Ashok
    Requester-driven Change Order process205.0
    Topic posted June 5, 2018 by AshokBlack Diamond: 60,000+ Points, tagged Create Requisition, How-To, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Requester-driven Change Order process
    Summary:
    Requester-driven Change Order Configuration and Process
    Content:

    How can requester change their orders after the purchase order is approved?

    This is a question that appears more often than you would think on a customer forum post or from support. We think it is worth reviewing this ask in a bit of detail. Please find attached document that provides the steps and process starting from any configuration requirements and how these transactions can be created and managed.

  • Steven Tokarski
    BPA Pricing is defaulting to Reqs/POs when no BPA is...195.0
    Topic posted November 14, 2019 by Steven TokarskiBronze Medal: 1,250+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    BPA Pricing is defaulting to Reqs/POs when no BPA is referenced in FBDI Upload of purchasing data
    Summary:
    BPA Pricing is defaulting to Reqs/POs when no BPA is referenced in FBDI Upload of purchasing data, this is causing the wrong pricing to appear on Reqs and Orders
    Content:

    We use BPAs to manage pricing by project and dates and reference those BPAs in our FBDI uploads. If there is no BPA referenced in the BPA field, but a valid BPA exists for the item/supplier combination, Oracle is by default pulling that pricing into our Reqs and POs. This is not desired, we are expecting the system default list pricing to populate. We need the option to leave the BPA field blank and pull in the default pricing.

  • Zehra Merchant
    Internal Requisition created even though Inter Org...18
    Topic posted November 1, 2019 by Zehra MerchantBlue Ribbon: 750+ Points, tagged Create Requisition, Internal Material Transfer, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Internal Requisition created even though Inter Org Parameters does not setup for IMT
    Summary:
    Internal Requisition created even though Inter Org Parameters does not setup for IMT
    Content:

    Hello,

    We have below scenario for Health care client:

    Two Inventory Organizations defined in the system : Central Warehouse(CWH) and Hospital.

     

    Below are the Processes followed

    1. hospital will request stock from CWH internally by IMT process.

    2. CWH will procure stock from Supplier always.

    3. Hospital can also send some stock back to CWH by Inter Org Transfer Transaction.

    For this we have done setup of Inter Org Parameters as below :

    1. Source Org : CWH ----> Destination Org : Hospital

        Flag : Transfer order required : Enabled

    2. Source Org: Hospital ----> Destination Org : CWH

        Flag : Transfer order required : Disabled

     

    System Behavior:

    1. Item shows Internal Order-able (visual) in both the Organization in Product Catalog

    2. User in creating Requisition from Hospital by adding item to dd to cart, it creates IR from CWH which is expected behavior.

    3. If User Creates Requisition from CWH which must be Purchase Requisition , but it created IR from Hospital which is incorrect and looks like Product Bug.

    Attached Screen shot for the reference.

     

    Thanks,

    Zehra Merchant

    Document:
  • Judy Hamner
    Requisition Re-assignment when assignee is on vacation174.0
    Topic posted April 23, 2019 by Judy HamnerSilver Trophy: 7,500+ Points, tagged Create Requisition, Requisition Processing, Update Preparer and Requester in Procurement > Self Service Procurement public
    Title:
    Requisition Re-assignment when assignee is on vacation
    Summary:
    Currently Vacation Rules are available for use in BPM/workflow. Is there functionality that would forward a requisition that is reassigned to a new preparer if the assignee is on vacation?
    Content:

    We have a business process where requesters reassign requisitions to preparers that are responsible for adding the accounting information to the requisition prior to submitting for approval.  If the preparer is on vacation, is there a way to have the reassigned requisition to an alternate preparer.  This would be similar to the vacation delegation functionality in approval workflow. 

    thanks,

    Judy

  • Tatiana Moscalu
    Submission date field missing in manage requisition page...165.0
    Topic posted May 21, 2019 by Tatiana MoscaluRed Ribbon: 250+ Points, tagged Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Submission date field missing in manage requisition page after upgrade to 19B
    Content:

    Hello,

    Before upgrading to 19B we were able to search requisitions in Manage Requisition page using the “Submission date” field, which was an additional one.

    We had noticed that when trying to run reports we don’t have any more the option to add “Submission date” field. 

    Please advise how to make this field to appear in drop down list.

    Thank you,

    Tatiana  

    Image:
  • Ramesh Radhakrishnan
    Difference between Recent Requistions and Recent Purchases...Answered16
    Topic posted August 28, 2018 by Ramesh RadhakrishnanBlack Diamond: 60,000+ Points, tagged Create Requisition, FAQ in Procurement > Self Service Procurement public
    Title:
    Difference between Recent Requistions and Recent Purchases in the Requistion UI
    Content:

    I would like to know what is the difference between Recent purchases and Recent requistions in the Requistion UI. What is the criteria for showing the recent purchases? Why is all the recent requistions not showing in the recent purchases? Any explanation between the two will help. I know this UI change was introduced in 17B.

    Thanks

    Ramesh

    Image:
  • s k
    Capture Asset details in a requisition155.0
    Topic posted September 26, 2019 by s kSilver Medal: 2,000+ Points, tagged Create Requisition in Procurement > Self Service Procurement public
    Title:
    Capture Asset details in a requisition
    Summary:
    Manufacturer name, model number in a asset
    Content:

    Hi,

    How to capture below information in a requisition for a capital purchase

    Manufacturer name

    Model number

    Serial Number

    We want this information to pass from requisition to purchase order and to Invoice and then assets.

    How are other companies managing this situation.

    Please give all the alternatives.

    Thank you

    Version:
    R13 19D
  • Srikanth
    Wrong quantity for expense requisition - agreement based...15
    Topic posted September 16, 2019 by SrikanthGold Medal: 3,500+ Points, tagged Create Requisition, Internal Material Transfer in Procurement > Self Service Procurement public
    Title:
    Wrong quantity for expense requisition - agreement based catalog items sourced internally
    Summary:
    Wrong quantity for expense requisition - agreement based catalog items sourced internally
    Content:

    Hi team,

    While you may have been working on this Bug 29530538 - INCORRECT QUANTITY ADDED TO CART FOR INTERNALLY ORDERED ITEM DURING SHOPPING, wanted to let you know that in 19C, we are seeing a quantity discrepancy as per the below table.

    Also this quantity discrepancy is different from the one we had earlier.

    The full test steps are elaborated in the attached document. Pls let me know if you need any further information.

    UOM in

    UOM name

    Conversion to primary UOM (Each)

    Initial requisition

    Quantity [UOM]

    On addition to cart

    Quantity [UOM]

    Remarks

    Quantity [UOM]

    BPA

    Case of 100

    100

    1 [case of 100]

     

     

    Unit of issue

    Box of 10

    10

     

    0.1 [Box of 10] 

    Should have been 10 [Box of 10]

    Thanks,

    Srikanth.

    Version:
    19C