PTP01a - ILT - Creating and Managing Requisitions and Receipts

Creating and Managing
Requisitions and Receipts
Course Code: PTP01a
December 2017
1
Table of Contents (1 of 3)
Topic # Topic Name Slide #
1 Creating a Requisition Using a Punchout Catalog 19 to 21
2 Creating a Requisition Using a Noncatalog Request 24 to 27
3 Duplicating a Requisition 30 to 33
4 Creating Requisition Lines for Assets 36 to 39
5 Updating a Draft Requisition 40 to 47
6 Reviewing the Approval Routing of a Requisition 49 to 50
7 Submitting a Requisition for Approval 51 to 52
8 Reviewing and Approving a Requisition Request via Email 63 to 65
9 Reviewing a Requisition Request using BPM Worklist 66 to 70
2
10 Editing the Requisition Details 71 to 74
11 Requesting for Additional Requisition Details 75 to 77
12 Rejecting a Requisition Request 79 to 81
13 Reassigning the Requisition Request 82 to 85
14 Viewing the Requisition Lifecycle 94 to 95
15 Reassigning a Requisition 96 to 98
16 Withdrawing a Submitted Requisition 100 to 103
17 Withdrawing a Requisition Line 104 to 105
18 Withdrawing an Approved Requisition 106 to 108
3
19 Updating a Withdrawn Requisition 109 to 112
20 Submitting an Updated Requisition 113 to 114
21 Canceling a Submitted Requisition 116 to 117
22 Canceling an Approved Requisition 118 to 119
23 Creating a Receipt for the Received Goods 132 to 135
24 Searching for a Receipt 137 to 138
25 Correcting a Receipt 139 to 140
26 Returning a Receipt 141 to 142
4
Introduction
Welcome to the Creating and Managing Requisitions and Receipts

course!
The purpose of this course is to explain the requisition lifecycle. It includes

creation, approval, amendment, and processing of requisitions. The course
also provides an overview of purchase orders and the goods receipt process.
Course Duration: 2 hours
5
Course Objectives
By the end of this course, you should be able to:

 Provide an overview of purchase requisitions
 Create a requisition using various methods
 Manage a requisition
 Manage receipts of goods received from a Supplier
6
Agenda
Topic
Introductions
Module 1: Creating a Requisition
Module 2: Approving a Requisition
Module 3: Managing the Requisition Lifecycle
Module 4: Introduction to Purchase Orders and Recording a Goods Receipt
Recap and Close
7
Module 1: Creating a
Requisition
8
Module Objectives
By the end of this module, you should be able to:

 Create a requisition from a catalog
 Create a requisition from a noncatalog
 Create a requisition by duplicating an existing requisition
 Create a requisition by entering requisition lines
 Update a draft requisition
 Submit a requisition for approval
9
Procure to Pay
OVERVIEW
The Procure to Pay (PTP) process covers everything from Vendor Master Maintenance to Procurement;
and from Vendor Invoicing and Payment Processing to Period Closing Activities.
Note: The processing of requisitions, receipts, and invoices are performed by the business units (BUs) at Client.
All other processes are executed by Client Service Center (CSC) through Procurement and invoice processing.
10
Purchase Requisitions (1 of 2)
OVERVIEW
A purchase requisition is the request to an authority to procure

goods or services from a Supplier.
A purchase requisition request contains the required quantity of

products that must be delivered at a specific location within a
defined timeline.
A purchase requisition is required for:

 All capital purchases
 All items available through the Oracle Procurement Cloud
application via punchout or internal catalog
 Non-capital goods and services with a cumulative total of
more than $2,500 (P-Cards are still recommended for
items below $2,500)
11
Purchase Requisitions (2 of 2)
OVERVIEW
Under $2500 Over $2500
Use Procurement Card (P-Card) or Use Oracle Procurement Cloud to

Goods direct order using Supplier, with invoice create catalog, punchout, or
processed in the Oracle Finance non-catalog requisition. For capital
application. purchases, use requisition line entries.
Use the Talent-on-Demand system for Use Oracle Procurement Cloud to

acquisition of temporary labor. create a noncatalog requisition.
Services Use P-Card or direct order with For capital purchases over $5000,
invoice processed in Oracle use requisition line entries.
Procurement Cloud.
12
Managing Requisitions
HIGH-LEVEL PROCESS
Procurement
Requester Create Requisition Manage Requisition Lifecycle Amend a Requisition
Approver(s)
Approve Requisition
Buyer (only Process Requisition Lines (if necessary)

Service Center)
13
Navigating to Oracle Procurement
To access Oracle Procurement, select the Oracle Finance & HCM option from the Tools drop-down list on
the MyClient Home page. On selecting Oracle Finance & HCM, you are redirected to the Oracle Login
page.
14
Navigating to the Purchase Requisitions Work Area
You can manage a requisition in the Purchase Requisitions work area in Oracle Procurement. You can
access the Purchase Requisitions work area from the following two locations:
The Purchase Requisitions icon in the Procurement

The Purchase Requisitions link in the Navigator window
folder on the Springboard
15
Creating Requisitions
PROCESS OVERVIEW
Create Draft Requisition

Entering
Adding Items Duplicating an
Adding Items Requisition
from a Existing
from a Catalog Lines for
Noncatalog Requisition
Assets
Update Draft
Requisition
Updating the Reviewing the
Requisition Approver
Procurement Details Routing
Requester
Submit for
Approval
Submitting the
Requisition for
Approval
16
Catalog Requisition Requests
OVERVIEW
Using a catalog requisition request, you can procure the items that are already defined in the database.
Internal Catalog: An internalized catalog that consists of all the items and item attributes
available in Oracle Inventory and Oracle Purchasing.
Punchout Catalog: A dynamic purchasing catalog sourced from a Supplier that offers
real-time pricing and availability.
Shopping List: It is a defined list of shopping items that are available for purchasing.
The shopping lists are categorized into two types: Public Lists and My Shopping Lists.
Smart Form: It is an online form for future use that is used to define and procure noncatalog
items (for future use).
17
Business Scenario
Christy is an associate working at the Service Center. She requires an item for her
project work. She is creating a requisition request using a punchout catalog. How
should she create this?
18
Creating a Requisition Using a Punchout Catalog (1 of 3)
PROCESS STEPS
To create a requisition using a punchout catalog:

1. Click the Procurement icon on the Springboard. 1
2. In the Procurement folder, click the Purchase

Requisitions icon.
3. The Shop page is displayed. In the Browse 2
Catalog section, click the catalog link from which

you want to purchase the item. In this example,
click Office Depot.
19
PROCESS STEPS
4. You are directed to the Office Depot page. Search for the items that you want to procure and click the
Add to Cart button to add the item to your shopping cart.
5. After you have added the required items to the cart, click the CHECK OUT button.
20
PROCESS STEPS
After checking out, you are redirected to the Oracle Procurement Shop page. In the My Requisitions
section, the added requisition is displayed with the status as Incomplete because it has not been submitted
yet. Once it is submitted, the status will read as Pending Approval.
21
Noncatalog Requisition Requests
OVERVIEW
A noncatalog requisition request allows you to purchase goods and

services that are not available in the catalogs associated with the Oracle
Procurement module.
You can use the noncatalog requests to order:

 Goods or services billed by quantity
 Goods or services billed by amount
For a noncatalog request, you must manually enter the details for the
required items.
22
Business Scenario
Christy is an associate working at the Service Center. She requires an item, which is
not available in the catalog. She is creating a noncatalog requisition request. How
should she create this?
23
Creating a Requisition Using a Noncatalog Request (1 of 4)
PROCESS STEPS
To create a requisition using a noncatalog request:

1. Click the Procurement icon on the Springboard.
2. In the Procurement folder, click the Purchase Requisitions icon.
3. The Shop page is displayed. In the Quick Links section, click the Noncatalog Request link.
2
3
24
PROCESS STEPS
4. On the Create Noncatalog Request page, add the item

and Supplier details for the requisition. The options to
select in the Item Type field are Goods or services billed
4
by quantity OR Goods or services billed by amount.
5. Enter the item details in the following mandatory fields:
 Item Description 5
 Category Name
 Quantity
 UOM
 Price
 Currency
25
PROCESS STEPS
8
6. The Supplier details are optional and not
required. Enter the Supplier name in the
Supplier field.
6
7. Enter the Supplier contact details in the
Supplier Contact, Phone, Fax, and E-Mail
fields, as available.
8. Click the Add to Requisition button. 7
Note: You can click the Add to My Shopping List button to add the purchase details to your shopping list.
This allows you to access the details in future.
26
PROCESS STEPS
The requisition is saved and reflected in the Requisition Work

Area section in the pane on the right.
In the Requisition Preferences section, you can view the

default requisition preferences, which are defined based on the
agreement:
 Your default requisitioning BU
 Your name as a requester
 Your shopping and/or delivery preferences
27
Creating a Requisition Using the Duplication Feature
OVERVIEW
 You can duplicate an existing requisition to create a new

requisition.
 The duplication feature eliminates redundant data entry

by using an existing requisition as a template.
 You can search, select, and copy any requisition,

regardless of its status.
28
Business Scenario
Christy is an associate working at the Service Center. She is creating a requisition

request using the duplication feature. How should she duplicate an existing
requisition?
29
Duplicating a Requisition (1 of 4)
PROCESS STEPS
To create a new requisition by duplicating an existing

requisition: 1
2. In the Procurement folder, click the Purchase
Requisitions icon. 2
3. On the Shop page, click the Tasks icon.
30
PROCESS STEPS
4. In the Tasks pane, click the Manage 4
Requisitions link.
5. On the Manage Requisitions page, enter a
value in at least one of the fields marked with
two asterisks (**) in the Search section.
6. Click the Search button.
7. In the Search Results section, the searched 5
6
requisition is displayed. Select the requisition
row and click the Actions drop-down arrow.
8. From the Actions drop-down list, select the 7
Duplicate option.
8
31
PROCESS STEPS
9. If you selected an active requisition, a warning message is displayed. You can either add a line to the
existing requisition or create a new requisition. Click the Create New Requisition button.
10. The Edit Requisition page is displayed. Review the requisition details copied from the existing
requisition. You can modify the details, as required. Click the Save button.
10
32
PROCESS STEPS
11. The requisition is saved successfully. Click the OK button.
You are redirected to the Shop page. In the My Requisitions section, the added requisition is displayed
with the status as Incomplete.
11
33
Requisition Line Entry for Assets
OVERVIEW
A requisition line entry allows you to create a requisition request for a specific item
in the database.
Within a requisition line:

 The available items are categorized into various asset categories.
 Each asset category is associated with a chargeable account.
Using this method, you can make capital purchases in which the cost of the item is
over $5000 and the item needs to be capitalized as an asset.
This process drives asset accounting and eliminates the need to select the asset
category in the Fixed Assets (FA) module.
34
Business Scenario
Christy is an associate working at the Service Center. She requires a specific asset
for her project work. She is creating a requisition line entry for procuring the asset.
How should she create a requisition line entry?
35
Creating Requisition Lines for Assets (1 of 4)
PROCESS STEPS
To create requisition lines for an asset:

2. In the Procurement folder, click the Purchase Requisitions icon.
3. The Shop page is displayed. In the Quick Links section, click the Requisition Line Entry link.
3
2
36
PROCESS STEPS
4. On the Add Requisition Line page, click the

Search icon for the Item field.
5. The Search and Select: Item pop-up window is 4
displayed. Enter the required item name in the
Item field.
Note: You can search for an item using keywords and

6
wildcard (%) symbol. For example, Equipment%.
Alternatively, you can click the Advanced button and

broaden the search criteria.
37
PROCESS STEPS
7. The searched item is displayed. Select the item

row and click the OK button.
8. The values in the Item Description, Category 7
Name, and UOM fields are
auto-populated based on the selected item. Enter
9
the price of the item in the Price field and select
the currency from the Currency
drop-down list. You can populate the other fields,
as required.
9. Click the Add to Requisition button.
8
38
PROCESS STEPS
In the Requisition: <Number> section, a requisition line is added for the selected item.
39
Updating a Draft Requisition (1 of 8)
OVERVIEW
After creating a draft requisition, you must update the requisition

details before submitting it for approval.
For any draft requisition, you can:

 Update the basic requisition information including the description
and justification.
 Add requisition lines for procuring several items using a single
requisition request.
 Enter/update the delivery details for each requisition line.
 Enter the project-related details, if any.
 Enter/update the billing details.
40
PROCESS STEPS
To update a draft requisition:

1. On the Shop page, click the Edit and Submit
button in the Requisition: <Number> section on
the right side of the page.
1
2. On the Edit Requisition page, update the
following details of the requisition:
 Description
 Quantity
2
Note: In the Requisition Lines section,
you can add more requisition lines/items
to the requisition.
41
PROCESS STEPS
3. In the Delivery sub-section, the delivery details are auto-populated based on the requisition
preferences defined by the System Administrator. Select the required delivery date in the
Requested Delivery Date field.
42
PROCESS STEPS
4. In the Billing section, the Charge Account field is auto-populated based on the default user
preferences. When you add an item to the requisition, the value in the Charge Account field is
updated based on the asset category of the item.
5. You can split the requisition cost between various chargeable accounts. To split the cost, click the
Actions drop-down arrow and select the Split option.
43
PROCESS STEPS
6. A new row is added in the Billing section. Select the second chargeable account in the Charge
Account field of the new row. Enter the percentage of cost division between the two accounts in the
Percentage fields of the two rows. The quantity and amount are divided based on the percentage.
44
PROCESS STEPS
7. If the requisition line is project-related, you must enter the Project, Organization, Expenditure, Task
(POET) information in the Billing section. Click the Search icon for the Project Number field.
45
PROCESS STEPS
8. In the Search pop-up window, enter the required

project number in the Value field.
10. The searched project is displayed. Select the
project row and click the OK button.
8
10
46
PROCESS STEPS
11. The Project Number and Expenditure

Organization fields are populated. You can populate
the Task Number and Expenditure Type fields, as
required. 11
Similarly, enter the details of the second project in the

second billing row.
12
12. After populating all the required fields, click the

Save button at the top of the page.
47
Managing Approvals
OVERVIEW
 On creation of a draft requisition, a default list of approvers is

added to the requisition. The approver list is defined by the
System Administrator based on your supervisor, BU, and
requisition type.
 To convert the requisition to a PO, each required approver in

the list must approve the requisition.
48
Reviewing the Approval Routing of a Requisition (1 of 2)
PROCESS STEPS
To review the approval routing of a requisition:

1. On the Edit Requisition page, click the Manage Approvals button.
2. On the Manage Approvals page, a default list of approvers is displayed along with the order in
which the approval request will flow.
49
Reviewing the Approval Routing of a Requisition (2 of 2)
PROCESS STEPS
The Header Stage section displays the following details:

 Parallel: A list of approvers who can approve the
requisition in parallel. All the approvers in this list
must approve the requisition.
 Header Stage First Responder Wins: A list of
approvers from which any one approver can approve
the requisition. With the first approval, the requisition
is marked as approved.
Note: The default list of approvers cannot be updated.
50
Submitting a Requisition for Approval (1 of 2)
PROCESS STEPS
After adding all the details to the requisition, submit the requisition for approval. To submit a
requisition for approval:
1. On the Edit Requisition page, click the Submit button.
2. A confirmation pop-up window is displayed. Click the OK button. You can click the View PDF
button to view the requisition in a PDF format.
51
Submitting a Requisition for Approval (2 of 2)
PROCESS STEPS
The submitted requisition is available in the My Requisitions section on the main Shop page. The value in
the Status field is updated to Pending approval.
52
Knowledge Check
What are the various methods that you can use to create a new requisition?
Select all that apply.

A. Using a catalog request
B. Using a PO
C. Using a noncatalog request
D. Duplicating an existing requisition
53
Knowledge Check
What are the various methods that you can use to create a new requisition?

A. Using a catalog request
B. Using a PO
C. Using a noncatalog request
D. Duplicating an existing requisition
54
Knowledge Check
Which of the following details can you update in a draft requisition?

A. Requisition Number
B. Charge Account
C. Requisitioning BU
D. Delivery Date
55
Knowledge Check
Which of the following details can you update in a draft requisition?

A. Requisition Number
B. Charge Account
C. Requisitioning BU
D. Delivery Date
56
Module Summary
The module is complete. You should now be able to:

 Create a requisition from a catalog
 Create a requisition from a noncatalog
 Create a requisition by duplicating an existing requisition
 Create a requisition by entering requisition lines
 Update a draft requisition
 Submit a requisition for approval
57
Module 2: Approving a
Requisition
58
Module Objectives

 Review a requisition approval request
 Request for additional requisition information
 Approve, reject, or reassign a requisition approval request
59
Requisitions Approval Workflow (1 of 2)
PROCESS OVERVIEW
Review the Approve the

Approval Requisition
Request Details If Required, Request
Request for
Reject the
Need to Approve Additional
Add Comments Requisition
a New Requisition Requisition
Request
Information
Approver Reassign the
Review the Requisition
Action History Request
Respond to the Requisition

Procurement
Information Request
Requester
60
Requisitions Approval Workflow (2 of 2)
KEY APPROVALS
All the requisitions that are submitted for approval are routed through the following approval stages:
Supervisory approval: The requisition is first routed to the

Supervisor for financial approval.
Coding review and update: The approved requisition is routed to the

Finance Approver for coding review and updates.
Note: There is also a category approval in parallel with Finance for all
IT purchases over $5,000
61
Business Scenario
Matthew is Christy's supervisor at Service Center. He has received an approval

request for Christy's requisition. He must ensure that the requisition details are
appropriate. How can he approve this requisition?
62
Reviewing and Approving a Requisition Request via Email (1 of 3)
PROCESS STEPS
When a requisition request is submitted for approval, you receive

an email notification to review and approve the request. To review
a requisition request via email:
1. Open the email notification. Review the basic requisition
details in the Lines, Action History, and Future Approvers
sections.
To edit the requisition, you can click the Edit Requisition link.
1
To view the task details, you can click the View Task Details link.
Note: There are three ways to access the requisition approval

task: in the email directly, from the list of notifications in the
Pending Notifications window, or using the BPM Worklist
page. This course covers the steps to access the requisition
approval task using the email and BPM Worklist page.
63
Reviewing and Approving a Requisition Request via Email (2 of
3)
PROCESS STEPS
2. Click the Approve link to approve the request and send a notification to the requester.
Note: You can click the Reject link to reject the request.
64
Reviewing and Approving a Requisition Request via Email (3 of
3)
PROCESS STEPS
3. An automatic email is created. You can add your comments within the square brackets across
Comments. You can also add attachments to the email. After making the changes, click the Send button.
65
Reviewing a Requisition Request using BPM Worklist (1 of 5)
PROCESS STEPS
To review a requisition request using BPM Worklist:

1. On the Oracle Procurement Home page, click the Notifications icon in the global area.
2. In the Pending Notifications window, click the More Details drop-down arrow.
3. Select the Procurement option.
2
3
66
PROCESS STEPS
4. The BPM Worklist page is displayed in a separate browser window. To view the requisition details,
click the task Title link.
67
PROCESS STEPS
5. The Approve Requisition details page is displayed. Review the requisition and requisition line
details.
68
PROCESS STEPS
6. To add comments, click the Plus (+) icon in the Comments section.
7. In the Add Comment pop-up window, enter the required comments in the Comment field.
8. Click the OK button.
69
PROCESS STEPS
9. To view the document history, click the

View Document History link.
The Document History page is displayed.

9
Review the document history of the
submitted requisition.
70
Editing the Requisition Details (1 of 4)
A requisition approver can update the following requisition details, if required:

 Update the requisition quantities.
 Add or delete requisition lines/items.
When the approver updates and submits the requisition, it is auto-approved. Then, the
requisition is sent to the next approver.
71
PROCESS STEPS
To edit a requisition request:

1. On the Approve Requisition details page, click the Edit Requisition link.
72
PROCESS STEPS
2. A warning message displays that the current worklist task will be closed and the updates will be
submitted for approval. Click the Yes button.
73
PROCESS STEPS
3. The Edit Requisition page is displayed. Update the requisition details, as required.
4. Click the Submit button.
4
74
Requesting for Additional Requisition Details (1 of 3)
If an approver requires additional details for a requisition or requisition line within the requisition, the
approver can:
 View the requisition document history in the worklist task to get more information.
 Send a request to the Procurement Requester to add the required details to the requisition.
After the requester updates the requisition, it is re-submitted to the approver. The approver must
review the updated requisition details to ensure that the required details are available and correct
in the requisition.
75
PROCESS STEPS
To send a request for additional requisition details:

1. On the Approve Requisition details page, click the Actions drop-down arrow.
2. From the Actions drop-down list, select the Request Information option.
76
PROCESS STEPS
3. The Request More Information pop-up window is

displayed. The requester of the requisition is selected
as the default recipient of the comments. If you want
to receive additional information from other users,
you can select the Other users option and search for 3
more users.
4. In the Comments field, enter the details of the 4
additional information required.

5. Select the required return option and click the
OK button.
5
The request is sent to the selected recipient.
77
Approving a Requisition Request
PROCESS STEPS
After reviewing all the requisition details and ensuring that the details are correct, click the
Approve button to approve the requisition.
78
Rejecting a Requisition Request (1 of 3)
REASONS FOR REJECTION
The approver may reject a requisition request due to the following reasons:
 Exceeded requisition amount
 Incorrect requisition details
 Incorrect requisition line details
 Incorrect charge account
Note: The approver cannot selectively approve or reject the individual

requisition lines. If the approver needs to reject specific lines on the
requisition, the approver should reject the entire requisition.
79
PROCESS STEPS
To reject a requisition request:

1. On the Approve Requisition details page, click
the Plus (+) icon in the Comments field. 1
2. In the Add Comment pop-up window, enter the

rejection reason in the Comment field.
2
80
PROCESS STEPS
4. Click the Reject button at the top of the page.
81
Reassigning the Requisition Request (1 of 4)
OVERVIEW
You can reassign the ownership of an approval task to another user or group.
While reassigning a task, you can:

 Transfer the task to another user or group.
 Delegate the task to another user who can act on your behalf.
82
PROCESS STEPS
To reassign a requisition request:

1. On the Approve Requisition details page, click the Actions drop-down arrow.
2. From the Actions drop-down list, select the Reassign option.
83
PROCESS STEPS
3. In the Reassign Task pop-up window, select

the Reassign or Delegate option.
4. Select if you want to assign the task to an
individual or a group. 3
5. Enter a suitable value in the First Name,
Last Name, Email, or ID field. 4
84
PROCESS STEPS
7. Select the check box for the required user.

8. Click the OK button. 7
The requisition approval is reassigned to the

selected user.
85
Knowledge Check
What are the various reasons for rejecting a requisition?

A. Exceeded requisition amount
B. Incorrect requisition #
C. Incorrect requisition details
D. Incorrect requisition line details
86
Knowledge Check
What are the various reasons for rejecting a requisition?

A. Exceeded requisition amount
B. Incorrect requisition #
C. Incorrect requisition details
D. Incorrect requisition line details
87
Module Summary

 Review a requisition approval notification
 Request for additional requisition information
 Approve, reject, or reassign a requisition approval request
88
Module 3: Managing the
Requisition Lifecycle
89
Module Objectives

 Track the requisition lifecycle
 Reassign a requisition
 Withdraw a requisition pending for approval
 Withdraw a line from a requisition
 Withdraw an approved requisition
 Update a withdrawn requisition
 Cancel a requisition pending for approval
 Cancel an approved requisition
90
Managing the Requisition Lifecycle (1 of 2)
PROCESS OVERVIEW
Reassign a
Requisition
Need to Track the If Required,

Withdraw a Update the
Manage a Requisition Create a
Requisition Requisition
Requisition Lifecycle Change Order
Cancel a
Procuremen
Requisition
t
Requester
Cancel an
Auto-Generated PO
91
Managing the Requisition Lifecycle (2 of 2)
NAVIGATING TO THE EXISTING REQUISITION
Within the Purchase Requisitions module, you can access an existing requisition from the following locations:
The My Requisitions section on the Shop page The Manage Requisitions link through the Tasks pane on the Shop page
92
Tracking the Requisition Lifecycle
OVERVIEW
To manage an existing requisition, you must track the requisition

lifecycle. A requisition lifecycle includes the current stage of the
requisition and its associated components, including the
requisition lines, PO, shipment, receipt, and invoice.
When you update a requisition with an associated PO, you must

create a Change Order and update the existing PO based on the
changes in the requisition.
93
Viewing the Requisition Lifecycle (1 of 2)
PROCESS STEPS
To view the requisition lifecycle:

1. On the Shop page, click the Requisition name link in the My Requisitions section.
2. On the requisition details page, click the View Life Cycle button.
94
Viewing the Requisition Lifecycle (2 of 2)
PROCESS STEPS
3. On the Requisition Life Cycle page, review the details and current status of the components
associated with the requisition.
95
Reassigning a Requisition (1 of 3)
PROCESS STEPS
After you submit a requisition for approval, you can

update the requisition owner, if needed. To reassign the
requisition:
1. On the Shop page, select the row of the required
requisition in the My Requisitions section.
2. From the Actions drop-down list, select the
Reassign option.
1
96
PROCESS STEPS
3. The Reassign Requisition pop-up window is

displayed. Click the Search icon next to the
Reassign To field. 3
4. The Search and Select: Entered By pop-up

window is displayed. Enter a value in at least
one of the fields marked with two asterisks (**).
97
PROCESS STEPS
6. The searched person is displayed. Select

the person row and click the OK button.
7. The selected person is reflected in the
Reassign To field. 6
8. To send a notification to the new owner,

you can select the Send notification to this
person check box. Click the OK button. 7
9. The requisition is reassigned to the selected

person. Click the OK button. 8
98
Withdrawing a Requisition
OVERVIEW
A requisition is withdrawn when it needs further modifications after it was submitted for approval.
You can withdraw a requisition at various stages and levels, such as:
Withdraw a submitted requisition
Withdraw a requisition line
Withdraw an approved requisition
99
Withdrawing a Submitted Requisition (1 of 4)
PROCESS STEPS
To withdraw a submitted requisition:

1. On the Shop page, select the row of the required requisition in the My Requisitions section.
2. From the Actions drop-down list, select the Withdraw and Edit option.
100
PROCESS STEPS
3. A warning message displays that the requisition will be removed from the approval and PO creation
cycle. Click the Yes button.
101
PROCESS STEPS
4. On the Edit Requisition page, click the Save button to withdraw the requisition.
Note: You can also update the requisition details and re-submit it for approval by clicking the Actions
drop-down arrow and selecting Edit. You can then edit the requisition details.
102
PROCESS STEPS
The requisition is successfully withdrawn.
Note: A withdrawn requisition is automatically removed from the approval worklist of the approver.
103
Withdrawing a Requisition Line (1 of 2)
PROCESS STEPS
To withdraw a requisition line:

1. On the Shop page, click the Requisition name link in the My Requisitions section.
2. On the requisition details page, all the lines included in the requisition are displayed in the Requisition
Lines section. Select the row of the required requisition line.
104
Withdrawing a Requisition Line (2 of 2)
PROCESS STEPS
3. From the Actions drop-down list, select

the Withdraw option.
4. The requisition line is withdrawn from 3
the requisition. The status of the
requisition line is updated to
Withdrawn. Click the Information icon
next to the requisition line.
An Information pop-up window displays 4
that the line is withdrawn.
105
Withdrawing an Approved Requisition (1 of 3)
PROCESS STEPS
To withdraw an approved requisition:

2. From the Actions drop-down list, select the Withdraw and Edit option.
106
PROCESS STEPS
3. A warning message displays that the requisition will be removed from the approval workflow.
Click the Yes button.
107
PROCESS STEPS
4. On the Edit Requisition page, click the Save button to withdraw the requisition. The requisition is
successfully withdrawn.
108
Updating a Withdrawn Requisition (1 of 4)
After withdrawing a requisition, you can update the requisition details as

required. On the Edit Requisition page, you can:
 Update the general requisition details including the values in the
Description, Justification, and Quantity fields.
 Add or remove requisition line items.
 Update the requisition billing details.
 Review the approval routing.
109
PROCESS STEPS
To update a withdrawn requisition:

2. From the Actions drop-down list, select the Edit option.
110
PROCESS STEPS
3. On the Edit Requisition page, update the values in the following fields:
 Description
 Justification
4. In the Requisition Lines section, update the value in the Quantity field.
111
PROCESS STEPS
5. Scroll down to the Billing section. In the Billing section, enter the POET and charge account details
associated with the requisition.
6. Scroll up and click the Save button.
112
Submitting an Updated Requisition (1 of 2)
PROCESS STEPS
To submit an updated requisition for approval:

1. On the Edit Requisition page, click the Submit button.
113
Submitting an Updated Requisition (2 of 2)
PROCESS STEPS
2. A confirmation pop-up window is displayed. Click the OK button.
The requisition is resubmitted successfully with the status of the requisition as Pending Approval.
114
Canceling a Requisition
OVERVIEW
A requisition is canceled if all the lines on the requisition, except for the lines with a status of
split or replaced, are canceled. You can cancel a requisition at various stages, such as:
Cancel a submitted requisition
Cancel an approved requisition
115
Canceling a Submitted Requisition (1 of 2)
PROCESS STEPS
To cancel a submitted requisition:

2. From the Actions drop-down list, select the Cancel Requisition option.
116
Canceling a Submitted Requisition (2 of 2)
PROCESS STEPS
3. The Cancel Requisition pop-up window is

displayed. In the Reason field, enter the
cancellation reason. 3

4
5. A confirmation pop-up window displays that the
requisition is canceled. Click the OK button.
The requisition status is updated to Canceled.

5
117
Canceling an Approved Requisition (1 of 2)
PROCESS STEPS
To cancel an approved requisition:

2. From the Actions drop-down list, select the Cancel Requisition option.
118
Canceling an Approved Requisition (2 of 2)
PROCESS STEPS
3. The Cancel Requisition pop-up window is

displayed. In the Reason field, enter the cancellation 3
reason.
4. Click the OK button. 4
5. A confirmation pop-up window displays that the

requisition is canceled. Click the OK button.
The requisition status is updated to Canceled. 5
Note: For catalog requisitions, a PO is created

automatically when the approver approves the
submitted requisition. You can cancel an
auto-created PO by canceling the approved requisition.
119
Knowledge Check
Which of the following details can you update for a submitted requisition?

A. The values in the Description, Justification, and Quantity fields.
B. The requisitioning number.
C. The requisition line items.
D. The requisition billing details.
120
Knowledge Check
Which of the following details can you update for a submitted requisition?

A. The values in the Description, Justification, and Quantity fields.
B. The requisitioning number.
C. The requisition line items.
D. The requisition billing details.
121
Module Summary

 Track the requisition lifecycle
 Reassign a requisition
 Withdraw a requisition pending for approval
 Withdraw a line from a requisition
 Withdraw an approved requisition
 Update a withdrawn requisition
 Cancel a requisition pending for approval
 Cancel an approved requisition
122
Module 4: Introduction to Purchase
Orders and Recording a Goods
Receipt
123
Module Objectives

 Provide an overview of POs
 Provide an overview of the GR process
 Receive goods or services from a Supplier
 Manage the receipt of goods
 Manage the return of goods to a Supplier
124
Purchase Orders
OVERVIEW
A PO is a commercial and legally binding document

issued by Client to a Supplier.
It indicates the following:

 The details of the items that Client has agreed to
purchase at a certain price from the Supplier
 The delivery date of the items to be received
 The terms of payment agreed upon between Client
and the Supplier
Note: The process of creating and managing POs is

Service Center-specific. Other BUs will not be
creating or managing POs.
125
Managing Purchase Orders
HIGH-LEVEL PROCESS
Buyer Create PO Dispatch PO Manage PO Lifecycle

(Goods or Services
are ordered)
Procurement
Approver Approve PO
126
Goods Receipt
OVERVIEW
Once the goods are received from the Supplier, a goods receipt document must be
created in Oracle Procurement to verify the items listed on it and allow the payment
process to continue.
Receipts are required for the following types of purchases:

 All noncatalog goods
 All capital purchases
 All inventory items
 Other purchases; receipts may be required at the discretion of the buyer
The Procurement Requester is responsible for receiving the ordered goods and
managing the receipts in Oracle Procurement.
127
Recording a Goods Receipt
OVERVIEW
The key sub-processes involved in the Goods Receipt process are:
Receive Goods Managing the Receipt
Procurement
Requester
Receive Services No Receipt is Required
128
Receiving Goods
OVERVIEW
Deliver the Goods

Provide the
at the Delivery
Clarification
Location
Supplier Customer
Service
Representative
(External)
Receive the Goods Accept the Order

Request for
Clarification of a Perform a
Discrepancy (if Quality Check
Check the Goods any)
against the
Procurement Reject the Order
Requisition
Requester
129
Business Scenario
Jim works at a Service Center and needs to create a receipt in Oracle validating he
received the item. How does he do this?
130
Managing the Goods Receipts
NAVIGATING TO THE MY RECEIPTS WORK AREA
You can manage the receipts in the My Receipts work area in Oracle Procurement. You can access the My
Receipts work area from the following two locations:
The My Receipts icon in the Procurement folder

The My Receipts link in the Navigator window
on the Springboard
131
Creating a Receipt for the Received Goods (1 of 4)
PROCESS STEPS
To create a receipt for the received goods:

1. On the Receive Items page, enter a suitable value in the Requester or Entered By field. Ensure
that the value selected from the Items Due drop-down list is reflective of the Requested By date
mentioned on the PO.
132
PROCESS STEPS
3. In the Search Results section, the searched items are displayed. Select the row of the order that
you want to receive.
4. Click the Receive button.
Note: You can also receive multiple line items on a single requisition. For this, you must select one row,
then hold the Ctrl key and select the second row. Then, click the Receive button.
133
PROCESS STEPS
5. On the Create Receipts page, enter the quantity to be received manually in the Quantity field or
click the Show Receipt Quantity button. If you click the Show Receipt Quantity button, the
quantity is auto-populated based on the quantity specified in the PO.
6
Note: If you selected multiple line items for a single requisition, you do not have to wait to receive
the full order to create a receipt. You can enter the quantity for the product/service received and
click the Submit button.
134
PROCESS STEPS
7. The receipt is created successfully. Click the OK button.
135
Managing the Goods Receipt
OVERVIEW
After creating a receipt for a received order, you can manage the receipt details on the Manage
Receipts page. You can perform the following actions on the receipt:
Search and view the receipt
Correct a receipt Return a receipt
136
Searching for a Receipt (1 of 2)
PROCESS STEPS
To search for a receipt:

1. On the Receive Items page, click the Tasks icon.
2. In the Tasks pane, click the Manage Receipts link.
1
2
137
Searching for a Receipt (2 of 2)
PROCESS STEPS
3. In the Search section, enter a suitable search criteria in the available fields.
5. In the Search Results section, the searched receipt is displayed. Select the row of the receipt.
138
Correcting a Receipt (1 of 2)
PROCESS STEPS
You can make modifications to an existing

receipt quantity if an error was introduced
while creating the receipt.
To correct a receipt: 1
1. On the Manage Receipts page, search
for the required receipt.
2. Select the row of the receipt. 3
3. Click the Correct button.
2
139
Correcting a Receipt (2 of 2)
PROCESS STEPS
4. On the Correct Receipts page, enter the correct quantity in the Correct Quantity field.
A confirmation pop-up window displays that the correction transaction is successfully created.
140
Returning a Receipt (1 of 2)
PROCESS STEPS
You can return the complete or partial quantity of items received to the Supplier. To return a receipt:
1. On the Manage Receipts page, search for the required receipt.
2. Select the row of the receipt.
3. Click the Return button.
3
2
141
Returning a Receipt (2 of 2)
PROCESS STEPS
4. On the Return Receipts page, enter the quantity to be returned to the Supplier in the Return
Quantity field.
5. From the Reason drop-down list, select the reason for returning the items.
A confirmation pop-up window displays that the return transaction is successfully created.
142
Knowledge Check
Who is responsible for receiving the goods at the delivery location?
Select the correct option.

A. Procurement Requester
B. Procurement Manager
C. Receiving Agent
D. Accounts Receivables Lead
143
Knowledge Check
Who is responsible for receiving the goods at the delivery location?
Select the correct option.

A. Procurement Requester
B. Procurement Manager
C. Receiving Agent
D. Accounts Receivables Lead
144
Module Summary

 Provide an overview of POs
 Provide an overview of the GR process
 Receive goods or services from a Supplier
 Manage the receipt of goods
 Manage the return of goods to a Supplier
145
Course Review
146
Course Summary
You should now be able to:

 Create a requisition using various methods
 Manage a requisition
 Manage receipts of goods received from a Supplier
147
Questions?
148
Thank You!
149
Appendix
150
Key Terms (1 of 2)
The following are a few key terms that you will come across during the course:
Key Term Description

Catalog A list of items that are available in the Oracle Cloud inventory.
Goods Receipt A document issued by client to acknowledge the receipt of the items listed in it.
Payables It refers to the money owed to creditors, lenders, employees, or government
(taxes) and is presented as a liability in the balance sheet of a firm.
Punchout Catalog A dynamic purchasing catalog, which is sourced from a Supplier that offers
real-time pricing and availability.
151
Key Terms (2 of 2)
The following are a few key terms that you will come across during the course:
Key Term Description

Purchase Order A commercial document issued by client to a Supplier. It indicates the types,
quantities, and agreed prices for products or services.
Requisition A request to purchase certain goods and/or services.
Requisition Line A component within a requisition that provides the details of a specific item or
service that you want to procure through the requisition request. There is a unique
requisition line for each item or service in a requisition.
Supplier A person or an organization that provides goods or services to client.
152

PTP01a - ILT - Creating and Managing Requisitions and Receipts

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Creating and Managing

Requisitions and Receipts

Course Code: PTP01a

1 Creating a Requisition Using a Punchout Catalog 19 to 21

2 Creating a Requisition Using a Noncatalog Request 24 to 27

4 Creating Requisition Lines for Assets 36 to 39

5 Updating a Draft Requisition 40 to 47

6 Reviewing the Approval Routing of a Requisition 49 to 50

7 Submitting a Requisition for Approval 51 to 52

8 Reviewing and Approving a Requisition Request via Email 63 to 65

9 Reviewing a Requisition Request using BPM Worklist 66 to 70

10 Editing the Requisition Details 71 to 74

11 Requesting for Additional Requisition Details 75 to 77

12 Rejecting a Requisition Request 79 to 81

13 Reassigning the Requisition Request 82 to 85

14 Viewing the Requisition Lifecycle 94 to 95

16 Withdrawing a Submitted Requisition 100 to 103

17 Withdrawing a Requisition Line 104 to 105

18 Withdrawing an Approved Requisition 106 to 108

19 Updating a Withdrawn Requisition 109 to 112

20 Submitting an Updated Requisition 113 to 114

21 Canceling a Submitted Requisition 116 to 117

22 Canceling an Approved Requisition 118 to 119

23 Creating a Receipt for the Received Goods 132 to 135

24 Searching for a Receipt 137 to 138

25 Correcting a Receipt 139 to 140

26 Returning a Receipt 141 to 142

Welcome to the Creating and Managing Requisitions and Receipts

The purpose of this course is to explain the requisition lifecycle. It includes

Course Duration: 2 hours

By the end of this course, you should be able to:

By the end of this module, you should be able to:

A purchase requisition is the request to an authority to procure

A purchase requisition request contains the required quantity of

A purchase requisition is required for:

Under $2500 Over $2500

Use Procurement Card (P-Card) or Use Oracle Procurement Cloud to

Use the Talent-on-Demand system for Use Oracle Procurement Cloud to

Buyer (only Process Requisition Lines (if necessary)

The Purchase Requisitions icon in the Procurement

Create Draft Requisition

To create a requisition using a punchout catalog:

2. In the Procurement folder, click the Purchase

Catalog section, click the catalog link from which

A noncatalog requisition request allows you to purchase goods and

You can use the noncatalog requests to order:

To create a requisition using a noncatalog request:

4. On the Create Noncatalog Request page, add the item

The requisition is saved and reflected in the Requisition Work

In the Requisition Preferences section, you can view the

 You can duplicate an existing requisition to create a new

 The duplication feature eliminates redundant data entry

 You can search, select, and copy any requisition,

Christy is an associate working at the Service Center. She is creating a requisition

To create a new requisition by duplicating an existing

3. On the Shop page, click the Tasks icon.

4. In the Tasks pane, click the Manage 4

11. The requisition is saved successfully. Click the OK button.

Within a requisition line:

To create requisition lines for an asset:

4. On the Add Requisition Line page, click the

Note: You can search for an item using keywords and

Alternatively, you can click the Advanced button and