Requisition Entry

Requisitions can be entered manually by the user or from the Requisition Import
process.

Manual entry � Users will enter the data using the Requisitions form. At the header
level, the user will enter the requisition number (if the app is set up to accept
manual numbering), a requisition type and a description. At the line level, the
user will enter the line type (Goods, Service, Labor etc.), and item (not
required), a category (required), a description of the item or category, the units
and the amount, the requestor, inventory org and location. Vendor and Vendor Site
are optional. The user can enter multiple lines. After the line is entered, the
user will enter the distributions for each line. Each line must have at least one
distribution, but can consist of multiple. The distribution will be the code
combination and/or project information for the purchase. When the user saves, the
PR Account Generator is called to validate the code combination or if customized
build the code combination based on auto-accounting rules from Oracle Projects.
When the entry is saved, records are created in the following tables:
PO_REQUISITION_HEADERS_ALL
PO_REQUISITION_LINES_ALL
PO_REQ_DISTRIBUTIONS_ALL

Import Entry � In order to import requisitions, the source must be mapped to the
fields needed in the requisition interface. Coding will need to be done to utilize
this functionality. Data will import using a concurrent process called Requisition
Import. The data is brought into Oracle Purchasing and creates the header, lines
and distributions. The main tables are:
PO_REQUISITIONS_INTERFACE_ALL
PO_REQ_DIST_INTERFACE_ALL
PO_REQUISITION_HEADERS_ALL
PO_REQUISITION_LINES_ALL
PO_REQ_DISTRIBUTIONS_ALL

Requisition Approval
Requisitions are approved based on specific application set-ups. The main set ups
consist of determining of Approval Groups that determine the dollar value by
document and/or account combination. The approval group is then assigned to a job
title set up in the Oracle HR system. The amount assigned to the title determines
who can have final approval authority. The user will submit the requisition from
approval. The workflow then calls a process to build the initial approval list
based on employee/supervisor (or position hierarchy if the system is set up that
way). The list will include all approvers necessary to approve the requisition
total. If there is no person with a high enough authority to approve, the
requisition goes back to an incomplete status and the users will determine where
the gap is and correct the assignments. If the requisition is on the incorrect
path, the approver may forward the requisition to the correct person. The workflow
will then call a procedure to rebuild the approval list based upon the forward to
person�s employee/supervisor relationship. The procedure ends the current approval
list header and creates a new header and lines. The history and status of the
requisition is kept in the action history, which is viewable from the requisition
form or from the requisition notification. The main tables are:
PER_ALL_PEOPLE_F
PER_JOBS
PER_ALL_ASSIGNMENTS_F
GL_CODE_COMBINATIONS
PO_CONTROL_RULES
PO_CONTROL_GROUPS_ALL
PO_CONTROL_FUNCTIONS
PO_POSITION_CONTROLS_ALL
PO_ACTION_HISTORY
PO_REQUISITION_HEADERS_ALL
PO_REQUISITION_LINES_ALL
PO_REQ_DISTRIBUTIONS_ALL
PO_APPROVAL_LIST_HEADERS
PO_APPROVAL_LIST_LINES

Purchase Order Entry

Purchase orders can be created 2 ways, autocreating from an approved requisition or
by manual entry into the from.

Autocreate � In the autocreate form, the user will enter a requisition or search
criteria to pull multiple requisitions available to be turned into purchase orders.
The query will produce the lines available and the user can select all or any
combination to create the purchase order. Example, if there are 3 requisitions
approved for one vendor, the user can create one purchase order with all of the
requisition information. The main tables are
PO_HEADERS_ALL
PO_LINES_ALL
PO_DISTRIBUTIONS_ALL
PO_LINE_LOCATIONS_ALL

Manual entry � The user enters into the Purchase Order form the same information as
entry for the requisitions. The tables listed above are the main tables.