Requisitions Introduction

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Requisitions - Introduction
Section Objectives
At the end of this section, you should be able to: • Understand the basic concepts of requisitions within Oracle Purchasing • Create a purchase requisition • Approve requisitions

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Overview of Requisitions
Purchase Requisitions
With online requisitions, you can centralize your purchasing department, source your requisition with the best suppliers, and ensure that you obtain the appropriate management approval before creating purchase orders from requisitions.

Change Orders
Change Orders must be requested using the online requisition process. These transactions are requested by creating a requisition line item and referencing the Purchase Order number in the Note to Buyer field. If you need to decrease or cancel your Purchase Order, you will need to do so via e-mail to the Buyer in Purchasing.

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delivery location. rejection. multiple accounting distributions. and notes to buyers. and review requisition information online • Enter suggested supplier information. All rights reserved. . approval. edit. item description. price. and accounting distribution • Create. and receivers • Route requisitions according to your approval workflow structure • Resubmit rejected or returned requisitions for reconsideration and approval 4 Copyright The George Washington University. UOM. delivery instructions. and resubmission • Provide supplier information • Enter delivery instructions • Provide notes to buyers • Cancel or delete requisitions With Oracle Purchasing online requisitioning you should be able to: • Quickly and easily complete a requisition for an item simply by entering the requester’s name. approvers.Overview of Major Features Overview of Major Features • Eliminate paper requisitions • Perform online entry. delivery quantity.

Overview of Requisition Reports and Online Inquiries Finding Requisition Information After you create a requisition. All rights reserved. you can: • Review buyer assignments to ensure that requisitions are assigned to an appropriate buyer • Find the purchase order created to fill the requisition Requisition Reporting You can use the reports available in Oracle Purchasing to review requisition information such as the Purchase Requisition Status Report. . which can be used to review the approval status of your requisition. In addition to viewing requisition information. you can query the requisition at any time to review the status or action history. 5 Copyright The George Washington University.

Rejected. With Oracle Purchasing online requisitions. Canceled. you can quickly and easily create requisitions. (GW is eliminating paper requisitions unless you are sharing a cost with multiple organizations or you do not yet have access to Oracle. . you quickly and easily complete a requisition by entering the item description. or Returned • You can review the action history of your requisition as it moves through the approval process. You will need to use the paper requisition in these cases. In Process. price. delivery location. This allows you to track your requisition at all times 6 Copyright The George Washington University.) • With online entry. • You reduce the need for paper requisitions by submitting online requisitions. Preapproved.Overview of Requisitions Purchase Requisitions Most of your procurement activities will begin with the request for goods. delivery quantity. All rights reserved. services or leases known as a requisition. and accounting distribution • The displayed approval status informs you whether the requisition is Approved. Incomplete.

Creating Requisitions Tabs The Requisition form in Oracle Purchasing has four tabs. UOM (unit of measure)(required). Item (do not use). Price. You can enter information for your requisition in the required and optional fields in each of the following tabs. Amount Note to Buyer. Justification. Price (required). Need-By. Document Type (do not use). Line Number (do not use) Urgent. RFQ Required (do not use). 7 Copyright The George Washington University. Hazard Currency. Note to Receiver. Select GW SC Departmental User responsibility. Line Total Source Details Details Currency (do not change) Creating Requisitions 1. Rate Type. Document (do not use). Transaction Nature. UN Number. Supplier Item. Revision. . Category (required). Navigate to the Requisitions form by choosing Requisitions > Requisitions from the Navigator list. Charge Account (defaults in after Distributions is completed). Quantity (required). 2. Buyer (do not use). All rights reserved. Rate Date. Description (required). Tabs Items Relative Purchasing Information Type (required). Line Total. Foreign Currency. Rate Base Currency: Price. Reference Number.

(3) highlighting the form and pressing the Enter key on your keyboard. Opening a Form You can open a form in Oracle one of three ways: (1) highlighting the form and clicking the Open button.3. . 8 Copyright The George Washington University. All rights reserved. Open the Requisitions form. (2) double-clicking on the form.

4. The Type of requisition defaults to Purchase Requisition and the name of the Preparer defaults to your name. Optionally. The Status field displays the current status of the requisition. enter a description for this requisition. Requisition Lines 9 Copyright The George Washington University. the status will display: • “Incomplete” while the requisition is being created or modified • “Approved” when the requisition is approved The Total field updates to reflect the total of all the requisition line amounts. .Header The Number field is automatically populated with a system-assigned number after the requisition is saved. For example. All rights reserved. This may be helpful in finding your requisition later.

not Services. not Services.To be used when you need to create a lease. Using the LOV. .To be used when you need to purchase a service. Do not select an Item as we are not using this at GW. when completing a requisition for a lease.To be used when you need to purchase goods. All rights reserved. maintenance for Leases should also use Lease. Items tab: 5. Furthermore. as the line type. • Services . • Leases .The NUM field defaults sequentially starting at 1 when you click in the field. Enter a Line Type for the requisition line. 10 Copyright The George Washington University. This assists the SCO in running reports by type. Please be sure to use the Leases line type. Pay special attention to the line type you choose! 6. • Goods .

Enter the % wild card in each field and click OK. 8. Select a Category that best defines the item you are requesting using the List of Values (LOV). Quick entry: Enter a % in the category field and the press your enter key on your keyboard.7. The PO Item Category screen appears. two additional fields appear. . 11 Copyright The George Washington University. All rights reserved. Select the appropriate category and click the OK button. Once you request a LOV for the category.

” 11.” state what the consultants will be doing. (i.) 10. All rights reserved.” the Quantity must be the full cost of the service. and any other detail the supplier is required to do or provide. 12. Use the attachment feature if you require additional space for your description. When entering a description for “Consulting Services. If the line Type you selected is “Services. Enter the Quantity you are requesting. Enter the full item description in the Description field. 12 Copyright The George Washington University.e. Be sure to give a detailed description with specifications.. the expected time frame. If the line Type you selected is “Services.9.” the Unit of Measure defaults to “US Dollars. Select a Unit of Measure using the List of Values. . Enter the Price for this item.

13. 15. For example. the Unit Price will be 1.If the line type you selected is in “services”. Do not select a Buyer. The SCO Transaction Procurement Specialist Manager will assign your requisition to a Transaction Specialist based on workload. leave this field blank. All rights reserved. you can type in a Note to Buyer to inform buyer that additional documentation will be coming via interoffice mail. enter the Need-By Date for this item. Optionally. . 13 Copyright The George Washington University. enter a Note to Buyer. if you need to attach supporting documentation to this requisition. Optionally. You may want to enter a note to the buyer if you have any special instructions. Source Detail tab: 14.

All rights reserved. 20. 22. Optionally. . check the Urgent box if the requisition requires urgent attention. Details tab: 21. Do not enter information in the Line Number field. Do not enter information in the Document number field.16. 19. 17. enter a Justification for the requisition line. 14 Copyright The George Washington University. enter Supplier Item number for the item being requested. Optionally. Optionally. RFQ is a Request for Quotation to be sent to you before creating a Purchase Order for these requisition lines. check RFQ Required if applicable. Do not enter information in the Document Type field. 18. Optionally.

Optionally. For example. All rights reserved. enter a Note to Receiver. if applicable. Currency tab: 15 Copyright The George Washington University. Optionally. 26. Do not enter information in the UN Number field. enter a Reference Number for the requisition line.In case of a sole/single source or emergency purchase. your RFQ may be routed to Risk Management for approval and tracking of EPA items. Do not enter information in the Transaction Nature field. . a justification is required. 23. 27. Use the attachment feature if you require additional space. 24. supplier quote number. 25. If you order Hazardous material. Select the Hazard class for the item using the List of Values.

If you suggested a supplier. This field represents the ultimate delivery location for the items being requested. If the supplier does not exist. Select the Organization using the List of Values. Below the alternative region(s): Do not overwrite the Destination Type field. Select the name of the Requestor using the List of Values. 16 Copyright The George Washington University. The George Washington University will automatically insert when you access the List of Values. you may type the supplier in. 29. Enter a recommended Supplier using the LOV. you will also need to include the Site (location) for that Supplier. Select the Location using the List of Values. Select a Site for the supplier using the List of Values if the supplier was selected using LOV.” 31.Currency must remain US Dollars (USD). It will default to “Expense. . 32. All rights reserved. The Source field defaults to “Supplier. if different from the one that defaults. 30.” 28.

35. 34.33. If you need to enter more requisition lines. Enter a Contact for the supplier only if you suggested a supplier. Enter a Phone number for the supplier only if you suggested a supplier. Using Requisitions Distributions 17 Copyright The George Washington University. Continue until you have completed all lines. Only five requisition lines appear at one time. (3) pressing [Ctrl] + [S]. (2) clicking on the Save toolbar button. Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu. Save your work. All rights reserved. . complete the line you are working on and then simply use your down arrow key on your keyboard or the add new record icon on your toolbar to add a new line. It is strongly recommended to enter the distribution for each requisition line prior to beginning the next one. You must complete each requisition line before starting on the next one.

Click on the Distributions button. . All rights reserved. The Distribution screen appears: Tabs 18 Copyright The George Washington University.1.

You may create more than one distribution line for a single requisition line if you are charging your request to more than one GL account or PTA. Task and Award. All rights reserved. If you are charging to a P/T/A. When entering more than one distribution line you must complete the first distribution line and then click on the second line to enter the second GL account or PTA. The following form appears. 19 Copyright The George Washington University. There are two tabs in the Distributions form: Accounts and Project. Click in the Charge Account field. go to task #13. 2. Do not enter any information in the Accounts alternative region if you are entering a requisition related to a Project. Accounts tabs: The NUM field defaults sequentially starting with 1 and the Quantity defaults from the requisition line. .

4. The Charge Account form appears. Click on the small box to the far right on the distribution line to enter room number information. The GL Date field defaults to Today’s Date. 8. Enter the alias if known or click on the LOV button to display all organization alias’ and their description. All rights reserved. 7. 5. Select the natural Account number you would like your request to be charged to by using the List of Values. The GL Date will default to current date. Click the OK button. All the segment fields except for the Natural account field default based upon the Alias you choose. . Click the OK button. 6. 20 Copyright The George Washington University.3.

Enter the Deliver-to Room Number followed by the Requestor’s Phone Number followed by the Requestor’s e-mail in the Requisition Distributions form. Enter the Secondary Role if the requisition is being routed for approval to someone other than your primary approver. . All rights reserved. Example: Room B-111. 994-9999 and e-mail 10. 11. Save your work.The following Requisition Distributions form appears: 9. 21 Copyright The George Washington University. Click the OK button. 12.

18. 16. Click on the small box to the far right on the distribution line to enter room number information. go to task #2. Expenditure Date will default to the system date. 14. task. 22 Copyright The George Washington University. (2) clicking on the Save toolbar button. Select the Expenditure Type using the List of Values. 15. All rights reserved. (3) pressing [Ctrl] + [S]. Select a Task number using the List of Values. Project tab: If you do not charge to a P/T/A. 19. 17. 13. Select an Award number using the List of Values. award and expenditure type. . Select the Expenditure Organization using the List of Values. Select a Project number using the List of Values. The Project alternative region is the that region links your purchase order charges to a project.Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu.

Do not enter a Secondary Role if the requisition is being charged to a PTA. All rights reserved. Enter the Deliver-to Room Number followed by the Requestor’s Phone Number followed by the Requestor’s e-mail in the Requisition Distributions form. The Quantity defaults from the requisition line. 23 Copyright The George Washington University. 22. Click the OK button.The following Requisition Distributions form appears: 20. 21. . Save your work.

Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu; (2) clicking on the Save toolbar button; (3) pressing [Ctrl] + [S].

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Approving Requisitions
Submit for Approval
Once you have completed your requisition you must submit it for approval. Depending on your approval workflow, Oracle Purchasing may route your requisition to the following role(s): • The requestor’s Departmental Approver Role • Business Rules Approver Role • Award Expenditure Approver or PI Role • Research Services Coordinator Approval Role

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Supply Chain Workflow Diagram

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. 1. The following form appears: 27 Copyright The George Washington University.Submitting Requisitions for Approval You must save your requisition before it can be approved. All rights reserved. The requisition status will appear as Incomplete. Click the Approve button.

. The following Note window appears: 4. Click the OK button. Click the OK button. Approving Requisitions The approver for your requisition will use the Notification Summary form to approve or reject your requisition. 28 Copyright The George Washington University. which are based on natural accounts • GL roles. 2. which are based on Award information and expenditure types. Optionally. enter a Note to the approver. Click the OK button.The Reserve and Submit for Approval radio buttons will automatically be selected. All rights reserved. The approval process is based on: • Business rules. which are based on dollar amount • PTA Roles. 3. The following Note window appears: 5.

29 Copyright The George Washington University. All rights reserved.The requisition preparer receives an e-mail notification after the requisition has been approved. .

All rights reserved. (3) highlighting the form and pressing the Enter key on your keyboard. Opening a Form You can open a form in Oracle one of three ways: (1) highlighting the form and clicking the Open button. 3. 30 Copyright The George Washington University.Approving Requisitions: Approver Approving Requisitions 1. . 2. (2) double-clicking on the form. Open the Notifications Summary form. Select Responsibility. Navigate to the Notifications Summary form by selecting Notifications Summary in your Navigator.

5. . Optionally. All rights reserved. As an approver. click the Open button in the Notification Summary form to view more information about the requisition. Click the OK button in the Notification Response form. Click the OK button. If you reject the requisition. 7. Optionally.4.Should never be used 8. Select the Requisition you want to respond to by clicking on it in the Subject column. double-click the Open Form Command icon to open the requisition. Select your Response Value from the following options: • Approve • Reject • Reassign . enter a Note. enter a note informing the preparer why you rejected the requisition 10. 31 Copyright The George Washington University. 11. 6. you have the ability to open the requisition and make changes to the requisition. Click the Respond button to approve or reject the requisition. Save any changes you make and return to the Notifications form to complete the Approval process. Optionally. 9.

requisitions can be matched to the best suppliers. Should you have any questions. 32 Copyright The George Washington University. contact the Help Desk at 994-5530. and appropriate approvals can be obtained before the Supply Chain Organization– Purchasing Group creates purchase orders from requisitions. All rights reserved. the purchasing function can be centralized. Option #4. With online requisitions.Summary You should now be able to do the following: • Understand the basic concepts of requisitions within Oracle Purchasing • Create a purchase requisition • Approve requisitions Summary: Creating Purchase Requisitions Most procurement cycles begin with the submission of requisitions. .

All rights reserved. .Performing Requisition Inquiry 1 Copyright The George Washington University.

All rights reserved.Performing Requisition Inquiry Section Objectives At the end of this section. you should be able to: • Perform inquiries of requisitions using the: Find Requisitions form Requisition Headers Summary form View Action History form • Run requisition reports 2 Copyright The George Washington University. .

You can also review the changes the buyer made to the requisition and the quantity received • View Action History Form: Used to review the action history of a requisition. If the buyer has already placed the requisition line on a purchase order. you can review the purchase order number. 3 Copyright The George Washington University. Requisition Reporting You can use the report options available in Oracle Purchasing to access numerous reports to view requisition information. . All rights reserved. line.Overview of Requisition Inquiry Finding Requisition Information You can view purchase requisition information using three different forms: • Find Requisition Form: Used to quickly find and access the Requisition Headers Summary form and to perform requisition inquiries at the header. and distribution levels • Requisition Header Summary Form: Used to review requisitions. You can see who has approved or rejected the requisition and the corresponding notes the approvers provided.

Using Find Requisitions Form How to Use the Find Requisitions Form 1. . All rights reserved. Navigate to the Find Requisitions form by selecting Requisitions > Requisition Summary from your Navigator. (2) double-clicking on the form. Select Responsibility. (3) highlighting the form and pressing the Enter key on your keyboard. 2. 3. Opening a Form You can open a form in Oracle one of three ways: (1) highlighting the form and clicking the Open button. The Find Requisitions screen appears: 4 Copyright The George Washington University. Open the Requisition Summary form.

. Buyer (N/A). 8. 5. click on the Find button and all the requisitions created will be displayed. You may choose one or many of the following fields to determine your search criteria: 4. If you enter a Requisition Number. All rights reserved. Select the Preparer using the List of Values. In this case. 6. 9. you can also enter a Line number. 7. This restricts the search to modified requisitions.The more search criteria information you include. 10. Enter the Requisition Number. Select Yes or No by clicking on the dropdown arrow in the Modified field. 5 Copyright The George Washington University. Select the requisition Type (Purchase) by clicking on the dropdown arrow. Reference Number (N/A). You may choose not to enter any search criteria. the more restrictive your search. Select the Requestor using the List of Values.

Depending on the search criteria you have specified. Revision. 15. GL Date. The appropriate summary form is displayed. Select the Results group radio button (Headers. Tab Name Fields Item Status Date Ranges Sourcing Deliver To Related Documents Accounting Item. Subinventory Deliver to. Description. Active Encumbrances 14. Site. Budget Account. Supplier Item Approval. Document. 13. Location. Lines. Control. Organization. Need-By. not all summary forms may be available. 6 Copyright The George Washington University. . Use the tabs to further restrict your search. Organization. All rights reserved. or Distributions) to determine which summary form to open. Select the Line Type using the List of Values. Click the Find button to initiate the search. Sales Order Period. Reserved Creation. Line Number. Subinventory Document Type. Category. Currency. Import Source (N/A) 12. Charge Account. Closed Source.11. Purchase Order. Supplier.

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Requisition Preferences. and Control Document forms for maintenance of existing information • Access information in the View Action History form • View purchase order information. if the requisition has been autocreated to a purchase order You have the following options in the Requisition Header Summary form: • You may select the Lines button to open the Requisition Lines Summary form • You may select the New button to open the Requisitions form • You may select the Open button to open the Requisitions form for the current line The Open button is not enabled if the requisition approval status is Approved. All rights reserved. . • You may select Special from the menu bar to list additional viewing options: View Lines View Distributions View Action History Control Preferences View Approval through Workflow 8 Copyright The George Washington University.Using Requisition Headers Summary Form Requisition Headers Summary In the Requisition Headers Summary form you can: • View requisition header information • Access requisition line and distribution information • Access the Requisitions form for entry of a new document • Access the Requisitions.

Navigate to the Requisition Headers Summary form by selecting Requisitions > Requisition Summary from your Navigator. (3) highlighting the form and pressing the Enter key on your keyboard. Select Responsibility. Opening a Form You can open a form in Oracle one of three ways: (1) highlighting the form and clicking the Open button. . 9 Copyright The George Washington University. Select the requisition line for which you wish to view action history by clicking your cursor anywhere in the line. 3. 4. Open the Requisition Summary form. All rights reserved. (2) double-clicking on the form. 2.Viewing Action History 1.

All rights reserved.You may not view the action history of incomplete requisitions. Choose the View Action History option. You can view the following in the Purchase Requisition form: 10 Copyright The George Washington University. The Purchase Requisitions form is displayed. . 6. Select Tools from the menu bar. 5.

Forward. the Performed By field will display the name of the employee in whose approval queue the document currently resides. or Submit) • the user who Performed the action and any Notes When the Action field is empty. All rights reserved.• the approval action Sequence number of the document • the Date of the approval action • the Revision number • the Action performed (Accept. Reserve. Approve. Cancel. Approve and Reserve. . Reject. Import. 11 Copyright The George Washington University.

and charge account information with this report. distribution. Buyer’s Requisition Action Required Report Printed Requisitions Report Requisition Distribution Detail Report Canceled Requisition Report Requisition Summary Report (SC-264) 12 Copyright The George Washington University. The table below has some examples of requisition reports available in Oracle Purchasing. Report Name Function Requisition Activity Register Report Purchase Requisition Status Report Use this report to review requisition activity and monitor the monetary value of requisitions created each day. You can also use this report to review requisitions that failed funds reservations if you have enabled encumbrances.Requisition Information Reports Requisition Reports Use the report options available in Oracle Purchasing to access numerous reports to provide you with requisition information. Use this report to review the approval status of the requisition you create. . Please refer to the Reporting documentation in your manual for navigation instructions on how to run a report. Please note that this is not a complete list of all the requisition reports in Oracle Purchasing. All rights reserved. Use this report to print the requisitions you created. . Use this report to view the detail of all requisitions for your organization. You can also use the report to monitor requisitions in the approval process or returned and requiring further attention. Use this report to identify all or specific approved requisition lines that buyers have not placed on purchase orders. A space for signature approval is provided if you want to route this document manually for approval. Use this report to review information on canceled requisitions. Use this report to review requisitions.

Requisition Headers Summary form. • Run requisition reports Should you have any questions. contact the Help Desk at 994-5530. .Summary You should now be able to do the following: • Perform inquiries of requisitions using the: Find Requisitions form. All rights reserved. View Action History form. 13 Copyright The George Washington University. Option #4.

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Adding and Managing Attachments 1 Copyright The George Washington University. . All rights reserved.

you should be able to: • Identify the availability of attachments • Use the fields in the Attachments form • Copy an attachment from another record • View an attached document • Delete an attached document 2 Copyright The George Washington University. All rights reserved. .Adding and Managing Attachments Section Objectives At the end of this section.

Managing Attachments You can attach or link data such as images. This section discusses how to manage these attachments to records. word processing documents. RCV internal attachments. The button switches to a paper clip holding a paper when the Attachments feature is enabled in a form block and the current record has at least one attachment. Purchase Orders. All rights reserved. Purchase Orders. RFQ. RFQs. Oracle Purchasing does not print or display these attachments outside the form you use to enter the document. Requisitions. Requisitions. Purchase Orders. RFQs. Oracle Purchasing displays these attachments during invoice matching in Oracle Payables. Payables 3 Copyright The George Washington University. requisition. however. Quotations. Purchase Orders. Requisitions. Reference this usage when you want to enter information specific to a purchase order. When the button is disabled. Attachment Uses Oracle Purchasing provides you with a list of predefined destinations you can use depending on the type of document you create. or spreadsheets to some Oracle Applications records. receipt. The Attachment Icon Identifying the Availability of Attachments The toolbar Attachment button indicates whether the Attachments feature is enabled in a form or block. are printed on the Receipt Traveler. the Attachments feature is not available. When the button is enabled. Attachments Overview You can enter unlimited attachments to any document that enables the attachment button. . Quotations. Destinations Document Type Supplier Receiver Approver Buyer Internal Purchase Orders. or item. You can enter these attachments only on a specific document. Requisitions. Receipts. the Attachment feature is available.

Using the Attachments Form In the Main tab: The following fields are in the Main tab. • Category: This field indicates which forms can access the document. All rights reserved. A Miscellaneous category will be assigned to each form registered for attachments to facilitate cross-form visibility of attachments • Description: Text description of the attachment • Data Type: This field identifies the type of attachement you are attaching Data Type Definitions of the Attachments Window Type Description Document Reference File Long Text Short Text Web Page A reference file stored in the database A file stored in the database of any type Text stored in the database containing 2000 characters or more Text stored in the database containing less than 2000 characters A web page used as a reference • May Be Changed: This check box indicates whether you are able to edit the attachment 4 Copyright The George Washington University. Each form that enables attachments must list the document categories it can access. .

1. 2. Select the Data Type using the List of Values. Click the OK button. 5 Copyright The George Washington University. All rights reserved. Navigate to the Attachments form by clicking on the paper clip icon in the toolbar. 5. . 6. 4. Click the OK button. 3. Enter a Description for your attachment. Select a Category from the List of Values.

6 Copyright The George Washington University. Save your work. (2) clicking on the Save toolbar button. Long Text and Short Text Data Type 8. Data Type 11. Click the Browse button in the Netscape browser window to select the file you want to attach. 9. Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu. All rights reserved. Close the Attachments form. (3) pressing [Ctrl] + [S].7. Check the May be Changed box. . Enter the text for your attachment in text field below the Magnification field. 10. if applicable.

16. 15. (2) clicking on the Save toolbar button. . Web Page Data Type 7 Copyright The George Washington University. Save your work. Close the browser window. Click the Yes button on the decision box that appears on the Attachments form.12. You will see the URL of your file in the Source tab. Click the OK button. Close the Attachments form. 14. 17. Select the file you want to attach. All rights reserved. Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu. (3) pressing [Ctrl] + [S]. 13.

(2) clicking on the Save toolbar button. 19.18. . Close the Attachments form. All rights reserved. Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu. 20. 8 Copyright The George Washington University. Enter the file or URL for your reference. Enter the File or URL for your image or web page. Save your work. (3) pressing [Ctrl] + [S]. Document Reference Data Type 21.

All rights reserved. 9 Copyright The George Washington University. 23. Close the Attachments form. (3) pressing [Ctrl] + [S].22. Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu. (2) clicking on the Save toolbar button. Save your work. .

. Find the attachment you want by using the Search Criteria in the Find Existing Documents region. 3. You can take advantage of this catalog if you want to attach an existing document to a second or subsequent data record.Copying Attachments Oracle Applications keeps a catalog of documents that have been attached to applications data records. How to Copy an Attachment from Another Record 1. Open the Attachment form. Click the Document Catalog button. All rights reserved. 2. 10 Copyright The George Washington University.

11 Copyright The George Washington University. Click the Find button. 7. (3) pressing [Ctrl] + [S]. (2) clicking on the Save toolbar button. . 6. 5.4. Click the Attach 1 button. Select the attachment you want by clicking in the box to the left of the Description cloumn. Save your work. Saving a document You can save a document in Oracle one of three ways: (1) selecting Save from the File menu. All rights reserved.

Click the Attachement icon from the toolbar.Viewing and Deleting an Attachment Viewing an Attached Document 1. . The Attchments screen appears: If the attachment is a long text or a short text. All rights reserved. Query a record. 3. 12 Copyright The George Washington University. 2. you can view your attachment in the text box. Click on the Open Document… button to view your attachment.

If the attachment is a long text or a short text. The document itself is not removed from your file system or database. Close all forms.4. 11. 7. 12. 10. Click the Document and Attachment button if you want to delete them both. 8. Choose the Delete option. Click the Attachment button. 9. 5. The following note appears. 6. Select the attachment you want to delete either by selecting it in the Main tab or by selecting it in the Document Catalog form. Deleting an Attachment When you delete an attachment. Select Edit from the menu bar. . you can either merely remove the association between a record and a document or remove the document from the catalog. Navigate to the Attachments form. Save your work. All rights reserved. if you want to delete only the attachment. Close all forms. you can view your attachment in the text box. 13 Copyright The George Washington University.

All rights reserved.Summary You should now be able to do the following: • Identify the availability of attachments • Use the fields in the Attachments form • Copy an attachment from another record • View an attached document • Delete an attached document Should you have any questions. Option #4. 14 Copyright The George Washington University. contact the Help Desk at 994-5530. .

Exporting Data to an Excel Spreadsheet 1 Copyright The George Washington University. . All rights reserved.

you should be able to: • Export data from an Oracle form to an Excel Spreadsheet. All rights reserved. . 2 Copyright The George Washington University.Exporting Data to an Excel Spreadsheet Section Objectives At the end of this section.

Exporting Data You can only export data from an Oracle form to an Excel spreadsheet if the option is available. the Action menu will illuminate the Export option. if available. 3. All rights reserved. Select Open it and click on the OK button. Navigate to the desired Oracle form. While in a form. The option will be grayed out if it is not available.Exporting Data into an Excel Spreadsheet Within Oracle Applications you have the ability to export data into an Excel spreadsheet. . Select the File menu and choose Export. 2. 1. 3 Copyright The George Washington University.

xls extension. . You also want to note where you saved the document to ensure you can locate it later. Make sure you save the file with the .4. Once you have manipuated the data in Excel you may choose to perform a Save as. 4 Copyright The George Washington University. All rights reserved.

Summary You should now be able to do the following: • Export data into an Excel spreadsheet Should you have any questions. All rights reserved. contact the Help Desk at 994-5530. Option #4. 5 Copyright The George Washington University. .

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