PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

OracleApps88

Requisition with RFQ process

(N)Requisitions>Requisitions

Here in this example the User Stock, Ms.Pat has authority to approve requisitions/Purchase
orders for the maximum of 50,000 USD.
In Requisitions entry screen the users name appears in Preparer text box. The user has to enter
the needed information like Item, quantity etc and any other optional field values.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Enter Quantity, Price, and Need- By date. User can enter Supplier name, which gets defaulted
in PO.
Note: Approve button gets enabled after saving the record.

On clicking Approve button, user will be taken to the following screen.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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By default the Submit for Approval is being checked. Click OK button. The status of
requisition can be seen in summary screen by entering the Requisition number in the search
screen as explained below.
(N) Requisition> Requisition Summary

Enter your Requisition number: 13933 Then Click Find

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

(N) Requests
Click to Submit a new report then click to Single Request

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Click to OK

Enter the Request Name Printed Requisition Report then Enter parameter then click ok

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Click Submit
Click NO then below window will open

Click Find

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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You Request ID is 4395206, process is Running, once complete then click View Output to see
the report output as below:

To create RFQ from Requisition automatically, use Autocreate feature as below:

(N) Autocreate

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Click Clear button to reset the form in query mode.

Enter requisition number and keep all other fields (including Buyer field) to blank, so that
system retrieves the correct requisition.
Using the FIND button the user gets into the following screen.

Select the RFQ from List of Values (LOV), then click Automatic
There are three types of RFQ.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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1. Catalog RFQ used to create Standard/Planned PO after quote analysis.

2. Bid RFQ used to create Standard/Planned PO after quote analysis.
3. Standard RFQ - used to create Blanket Purchase agreement.
Now by selecting the Check box to the left of the Requisition number and selecting RFQ from
the document type, the user has to click Automatic button to create an RFQ. In this example
BID RFQ is used to explain the process.
This will take the user to the following screen.

From the RFQ Type option the user can select BID RFQ and go for Create option. This will
take the user to the following screen, after creating a new RFQ.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

OracleApps88

You can select Status as Active then save the data and click Shipment
The target price gets defaulted from the requisition, which can be changed. Click Suppliers
button to enter the list of suppliers to whom the RFQ is to be sent. In Shipments button, enter
the quantity (If quantity does not get defaulted from the requisition)
Enter Ship To inventory organization to which the goods are to be delivered by the supplier.

Finish shipment by saving and returning to the RFQ window, and then click to Suppliers

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Select your suppliers then Click OK, now we have RFQ for four suppliers
Now, run Printed RFQ Report to get the RFQ outputs from the system.
(N) Requests

Select the name Printed RFQ Report (Landscape)

Enter all Parameter

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Then click to Ok,

Now you can click submit button, then below screen open

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

You can Note the Request ID No: 4395145

Select specific Request, Enter ID No: then click Find

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Now you can Refresh Data after Refresh then blow window open

Then Click to View Output

WHERE IS THE OUTPUT
(N) RFQs and Quotations > Quotation
Note: Based on the type RFQ user has to select quotation type. Here Bid Quotation is selected
for the process.
QUOTATION CREATE / FIND WINDOW IS MISSING

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

OracleApps88

It is mandatory that all quotations belonging to one RFQ should carry RFQ number in RFQ
field. Enter item, price, quantity, and all other details and save the quotation.

After entering all details including supplier # 1, ensure that Status of the quotation is changed
to Active and saved.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Now first quotation for supplier # 1 is completed

Enter Supplier No: 2, name, site and price details enter then Click to Shipment

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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After entering all details, ensure that Status of the quotation is changed to Active and saved.

After save then we have second quotation No: 505 for supplier # 2
Then we create Third quotation,

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Enter supplier name # 3, site and Item details then click shipment

After entering all details, ensure that Status of the quotation is changed to Active and saved.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Now we have a Third quotation no: 506 for supplier # 3

Enter supplier name # 4, site and item details then click to shipment

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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After entering all details, ensure that Status of the quotation is changed to Active and saved.

Now we get forth quotation No: 507 for supplier # 4

Totally we got Four Quotations, to select any one quotation based on lowest price or quality
product or both criteria, Quote Analysis manual process would be used as below:
(N) RFQs and Quotations > Quote Analysis.
Enter RFQ number and click find to list all quotations belonging to one RFQ.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Now four quotations will be listed. We select the quote consists of lowest price for quality
product

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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From the above tabulation, user can select and click Approve Entire Quotation button to
approve a specific quotation or it can be done in quotations screen. In this example quotation
number 504 has been selected and approved in quotation screen.
Quotation Approved Process

Here in type field the user has to specify what kind of PO should be created after approval,
select a reason for approval from the list of values. After entering all the values click OK.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Then click OK
Then we can run following Request to get the Quotation output from the system.
(N) Requests

Select the name Printed RFQ Report (Landscape)

Enter all Parameter

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Then click to Ok,

Now you can click submit button, then below screen open

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

You can Note the Request ID No: 4395145

Select specific Request, Enter ID No: then click Find

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Now you can Refresh Data after Refresh then blow window open

Then Click to View Output

PO Creations
1. Then next step is to Create PO automatically from Quotation
2. Use Tools, Copy Document option from the menu bar to create Standard purchase Order as
below:

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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This action will take the user to the following screen.

Select document type from the list of values and click OK, new Purchase Order will be created
as below:

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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By clicking OK the user will be taken to Purchase Order screen where he has to ensure all
details like Promised Date, Shipments details are defaulted, if not the user has to enter.
Purchase Order Approval Process

Then click to shipment.

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Check the Ship To organization details in shipment window. Click distribution and enter
inventory details.

Save the purchase order and click Approve button, then below window will open

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Click OK and then Purchase Order would show the Approved status as below:
WHERE is the screenshot for approved PO
Run Printer Purchase Order Report as below to view the output from the system:
Request :
Select the Single Request then Ok

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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Request Name is Printed Purchased Order Report, and then automatically open Parameter
window enter all details see blow window

Then Click ok,

Click submit

PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Click Find

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

Requesting is Pending once complete then view the Report

Then click to view Report

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PO Requisition, RFQ, Quotation, Quotation Analysis and PO Creation Process

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