iProcurement Requisition to Receiving Cycle in

Oracle Apps 11.5.10

Sanket Khaitan
 iProcurement
Requisition to
Receiving Cycle in
Oracle Apps 11.5.10

Sanket Khaitan
 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10

Purpose
The purpose of this presentation is to have a basic understanding about the iProcurement
cycle in Oracle Apps 11.5.10.
The presentation covers Requisition to Receiving cycle involving Oracle Modules –
iProcurement and Purchasing.

Navigations
Step 1: Log on to Oracle iProcurement using the iProcurement Responsibility.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 2: Enter the product in the search region and press ‘GO’. In this example we have used
the product ‘Desktop Software’.

Step 3: Select items to be purchased by clicking on ‘Add to Cart’ button. In the example, we
have selected two items and hence our shopping cart should show two items.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 4: Click on ‘View Cart and Checkout’ button available in the shopping cart region. We
should be able to see the details of our shopping cart. The total amount of the cart is less than
the approval limit of the user (2000 CAD)**. Hence the requisition should get auto approved.
Optionally, we can also add an approver for informing user’s supervisor.

** Approval limits are set in Oracle Purchasing. In this example we have set the approval limit as 2000 CAD
Step 5: Click on ‘Checkout’. A screen with basic information about the Requester, Delivery
location, Taxability and so on will appear.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 6: Click on ‘Edit Lines’ to see the account details

Step 7: Click on ‘Accounts’ Link

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 8: In case we need to change the default Charge Account, select the Line by selecting
the check box “Select” and click on “Charge Account”. In this example, we are changing the
charge account of Line No 1.

Step 9: Click on the torch button as highlighted in Screenshot of Step 8.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 10: Change any Segment which you want to change and select ‘Create’ button. In this
example, we will change the Cost Center to 182093. We can see the new charge account
in the Results section. In case the required charge account is added as Favorites in your
preferences, you can directly select it at Step 8.

Step 11: Select the charge account and press ‘Select’. System redirects you to the previous
page and the new charge account is displayed.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 12: Click on ‘Return’. We will now be able to see both the items with modified charge
account for the first item.

Step 13: Click on ‘Attachments’ to attach any document.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 14: Click on + sign as per screenshot in the last step. The attachment page appears.
Enter a description (mandatory) and browse the file. Optionally you can also add a name to
the file. Press ‘Apply’ button. We will get a confirmation that attachment was successfully
uploaded.

Step 15: Click on ‘Return’ button.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 16: Click on ‘Next’ and then click on ‘Add Approver’ **. Enter your approver’s name.
Optionally, add a note to your buyer.

** Since the requisition amount was below the approval limit, the requisition did not require any approval. In this example we
had manually added an approver. In case approval was required, system would have automatically displayed the name of the
applicable approver based on hierarchy setup.

Step 17: Click on ‘Next’ button.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 18: Review the request and press ‘Submit’. A confirmation will appear that the request
was sent for approval to the approver selected. Ask the requestor to approve the request.

Step 19: Click on the home page. You can see the Status of your requisition. In this example,
the user was set up as P1 Buyer who can approve requisitions up to 2000 CAD. The total
amount of requisition was 975 CAD and hence this requisition should show the status of Pre
Approved. However, the approver must approve the requisition before we can create PO
against the requisition and receive the goods.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 20: Once the requestor approves the Requisition, log on to Oracle Purchasing
Responsibility and select AutoCreate. Clear the Buyer area and enter the requisition number
and press ‘Find’.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 21: Select both the lines and Press ‘Automatic’. “New Document” window is displayed.
Click ‘Create’.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 22: The PO Screen will open. Most of the information is automatically populated. Complete
the remaining fields like ‘Ship to Location’ and so on and save the work. You can see the PO
Number. Click on ‘Approve’.

The PO gets approved as the total amount is less than the Buyers’ approval limit.

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 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 23: Log on to Oracle using iProcurement responsibility and click on ‘Receiving’ Tab.

Step 24: Click on the ‘Requisition No to Receive’. If we are not sure of the requisition number,
we can also click on “Receive Items” and enter our search criteria and select requisitions to
receive.

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in any form or by any means – electronic, mechanical, photocopying, recording, or otherwise – without the permission of Tata Consultancy Services.
 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 25: Click on ‘Receive’. The following screen appears. Select Items to receive and validate
the number of quantities to be received and press ‘Next’ .

Step 26: Enter Receipt Date (should default automatically) and any other optional field that
you wish to enter. In case you want to enter different information for each item, you need to
select the radio button : “No, some receipt information differs by item”. If the information is
same for all the items in the requisition we can simply click ‘Next’.

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in any form or by any means – electronic, mechanical, photocopying, recording, or otherwise – without the permission of Tata Consultancy Services.
 iProcurement Requisition to Receiving Cycle in Oracle Apps 11.5.10
Step 27: Press ‘Submit’. A confirmation appears with the Receipt Number.

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in any form or by any means – electronic, mechanical, photocopying, recording, or otherwise – without the permission of Tata Consultancy Services.