Autocreate Overview

An Oracle White Paper November 2002 Update February 2005

RFQs and if Oracle Sourcing is enabled. The lowest unit price from the combined requisition lines becomes the actual price of the purchase order line. revision. Adding Lines to Existing Documents Lines can be added to existing documents only if the security . Manual Creation Mode Manual Creation Mode lets to specify specific requisition lines need to be placed on a document. Autocreating documents can be as simple as selecting requisition lines and adding a supplier and letting Purchasing do the rest. However. Similarly. This functionality allows collecting all requisition lines that meet an established set of criteria. This feature has the option to group requisition lines with the same item. line type. select the lines. Select the Automatic button to create the purchase order or RFQ. Use the AutoCreate Documents window to access the features of AutoCreate. and line type into individual RFQ lines. or RFQs with a minimum number of keystrokes. After a requisition is placed in a purchase order. unit of measure. and transaction reason into individual purchase order lines.Autocreate Overview INTRODUCTION Purchasing provides automatic creation capabilities for documents. Fast Purchase Order and RFQ Creation All purchase requisition lines available for autocreation go into a single requisition pool. it is no longer available in the requisition pool. This option allows to decide which lines need to be combined and where they should appear in the document. internally sourced requisition lines are supplied by internal sales orders. Automatic Creation Mode Automatic Creation Mode allows to create purchase orders. blanket releases. Buyers can quickly create standard purchase orders. Buyers can retrieve any of the requisition lines from the pool and use the AutoCreate Documents window to create standard and planned purchase orders. blanket releases. revision. planned purchase orders. blanket releases. and RFQs from available purchase requisition lines. Provide search criteria to locate the requisition lines that need to be included in a purchase order or RFQ. MAJOR FEATURES Complete search criteria Autocreate provides flexible criteria to search for unpurchased approved purchase requisition lines. After reviewing the requisition lines. draft buyer’s auctions or sourcing RFQs. so they are not available for autocreation. grouping requisition lines with the same item. The purchase requisition lines can be for predefined items or one-time items as well as outside processing items.

To add lines to an existing planned or standard purchase order. Purchasing performs price tolerance verification for all currencies. new releases can always be created against blanket agreements. Purchasing creates new lines beginning with the next available line number or combines requisition lines with existing document lines. but the Create Releases concurrent program will Convert UOMs and create a release). as appropriate.criteria allows documents to be modified. The default is Yes. the . If is set to ‘Yes’. Autocreate does not allow to specify currency information when adding requisition lines to an existing document. Release. If set to 'Yes'. If Manual creation mode is used. Modifying Requisition Lines The modify feature allows to split an existing requisition line into multiple requisition lines that represent the same or different items. If set to 'No' means the UOM on the requisition must match the UOM on the blanket purchase agreement for a release to be created by any Process. select any displayed line and place it onto a line in the Document Builder region. If is set to ‘Yes’. after the document is autocreated. PROFILE OPTIONS PO: Display the Autocreated Document This profile option can be set to ‘Yes’ or ‘No’. specifiy the purchase order number: If Automatic creation is used. The default is ‘Yes’. or RFQ form. Purchasing displays the Quotation form after the Quotation is autocreated. However. PO: Display Autocreated Quotation This profile option can be set to ‘Yes’ or ‘No’. even if security does not permit access to the document. users can create requisitions in a different UOM from the UOM on the blanket agreement line and Purchasing will do the conversion when the release is created. This feature is enabled through the profile option: PO: Convert Requisition UOM to Source Document UOM. A Null setting (default value) indicates that the functionality continues as in the past (Autocreate of releases from a requisition will fail with different UOMs. This feature is not available when encumbrance accounting or budgetary control is enabled. PO: Allow Buyer Override in AutoCreate Find This profile option can be set to ‘Yes’ or ‘No’. Purchasing displays the Purchase Order. Adding Autocreate blanket releases when UOMs are different Users have the ability to enter requisitions in UOMs different from those on the blanket purchase agreements. If it is set to ‘Yes’. Foreign currency Options Autocreate converts the requisition price into a purchase order price based on specified currency and rate information.

indicates that the ship-to . PO: Use Ship-to for Default Autocreate Grouping This profile option if set to ‘Yes’. If is set to ‘No’ then a note window will appear. PO: Default PO Promise Date from Need By Date This profile option if set to ‘Yes’. Tax Code. Reference Number. RFQ. Transaction Reason. the form allows to clear or override the default category into the Find Requisition Lines window. If it is 'No'.form allows to clear or override the buyer into the Find Requisition Lines window. PO: Allow Autocreation of Oracle Sourcing Documents This profile option is included in Procurement Family pack H and can be set to ‘Yes’ or ‘No’. to inform that the requisition needs a RFQ and the autocreation is done. PO: Restrict Requisition Line Modification to Qty Split This profile option can be optionally set to 'Yes' or 'No' to allow/restrict modifications on requisition line. The default is ‘Yes’. If is set to ‘Yes’ it is possible to autocreate negotiations if sourcing is installed. If is set to ‘No’. PO: AutoCreate GL Date Option Indicates the date used on purchase orders generated by AutoCreate: AutoCreate Date : The autocreate date is used as the purchase order date. The sum of the quantities from the new lines must match the quantity of the original line. indicates that the promise date is defaulted from the need-by-date when a purchase order or release is autocreated. If set to ‘Yes’. Currency and Current Rate Date. Justification. it is not possible to see any sourcing document types in the List of Values. PO: Use Need-By Date for Default Autocreate Grouping This profile option if set to ‘Yes’. Note to Buyer. If it 'Yes'. this will prevent the user from modifying any line information other than the quantity. Requisition GL Date : The GL date on the requisition distribution is used as the purchase order date when the requisition is reserved. Price. Urgent Flag. Quantity. If the requisition is not reserved the GL Date is sysdate since there is no significance of GL_DATE specified in requisition. there are no choices. Buyer. Hazard Class. Unit of Measure. Supplier Item Number. UN Number. indicates that the need-by Date on the requisition is included with the defaults to group requisition lines . Description. PO: Allow Category Override in AutoCreate Find This profile option can be set to ‘Yes’ or ‘No’. The default is ‘Yes’. This option is the default. Need By Date. PO: Warn if RFQ Required before Autocreate This profile option can be set to ‘Yes’ or ‘No’. Note to Receiver. If is set to ‘Yes’ a caution window will appear and give you the choice of canceling or doing the autocreation when a RFQ is required. Category. the user will be able to modify the following fields: Item.

please remember to log an iTAR with Oracle Support. CA 94065 U. We hope you are now better equipped to troubleshoot problems and determine what needs to be done to resolve an Autocreate issue. This document is provided for informational purposes only and the information herein is subject to change without notice. Oracle is a registered trademark and Enabling the Information Age.A.A.506. Worldwide Inquiries: 415.organization And location on the requisition is included with the defaults to group Requisition lines.506.S.7200 Copyright © Oracle Corporation 2002 All Rights Reserved . Oracle Applications are trademarks of Oracle Corporation. If you encounter a problem that requires assistance. Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores. Oracle Corporation does not provide any warranties covering and specifically disclaims any liability in connection with this document. Please report any errors herein to Oracle Corporation.S. Olga Burbano Updated February 2005 Contributing Authors: Copyright © Oracle Corporation 2002 All Rights Reserved Printed in the U. CONCLUSION It is our desire that this white paper has helped you understand the fundamentals of Autocreate. Autocreate Overview November 2002 Author: Janet Flores.7000 Fax 415.

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