AutoCreate Documents Overview (Oracle Purchasing Help)


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AutoCreate Documents Overview

Purchasing provides automatic creation capabilities for documents. Buyers can quickly create standard purchase orders, planned purchase orders, blanket releases, and RFQs from any available purchase requisition lines. The purchase requisition lines can be for predefined items or one-time items as well as outside processing items. However, internally sourced requisition lines are supplied by internal sales orders, so they are not available for autocreation. AutoCreating documents can be as simple as selecting requisition lines and adding a supplier--and letting Purchasing do the rest. Use the AutoCreate Documents window to access the features of AutoCreate.

Note: For information on creating quotations directly from RFQs, see: Copying Quotations from RFQs.

AutoCreate provides you with the features you need to satisfy your automatic document creation needs. You should be able to:

Create new standard or planned purchase orders, blanket releases, RFQs, and quotations with a minimum number of keystrokes. Add to existing blanket releases, planned purchase orders, standard purchase orders, RFQs, and quotations

Review all approved requisition lines before placing specific requisition lines on a purchase order or RFQ

Review RFQ headers, lines, and shipments before creating a quotation from a specific RFQ

Collect all requisition lines that meet a certain set of criteria that you establish

Split one requisition line into several requisition lines

Consolidate multiple like requisition lines into single purchase order lines

Review or change your purchase orders, quotations, or RFQs immediately after creation

Use document security to control whether buyers can add to certain document types

Specify foreign currency details during autocreation. You should be able to use the requisition foreign currency or choose another currency

Review requisition lines by currency type

Major Features

Complete Search Criteria

You have flexible criteria by which you can search for unpurchased approved purchase requisition lines for inclusion on purchase orders and RFQs as well as unapproved requisition lines for inclusion on RFQs. When you are creating quotations from RFQs, you specify the RFQ number and lines from which you want to create the quotation. See: Copying Quotations from RFQs.

Fast Purchase Order and RFQ Creation

All purchase requisition lines available for autocreation go into a single requisition pool. 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 and RFQs. You can place a requisition line on as many RFQs as you want before you place it on a purchase order, after which it is no longer available in the requisition pool.

Fast Quotation Creation

Buyers can use the Copy Documents window to create supplier quotations for each RFQ. Buyers can choose entire RFQs or specific RFQ lines and shipments. See: Copying Quotations from RFQs.

Automatic Creation Mode

Automatic Creation Mode lets you create purchase orders, blanket releases, or RFQs with a minimum number of keystrokes. You provide search criteria to locate the requisition lines you want to place on a purchase order or RFQ. After reviewing the requisition lines, you select all lines that you want. Then you select the Automatic button to create the purchase order or RFQ. You have the option to group requisition lines with the same item, revision, line type, unit of measure, and transaction reason into individual purchase order lines. Similarly, you can group requisition lines with the same item, revision, and line type into individual RFQ lines. Alternatively, you can autocreate documents that parallel the structure of the requisition from which they were created.

Manual Creation Mode

Manual Creation Mode lets you specify which requisition lines you want to place on a document. You decide which requisition lines you want to combine and where you want them to appear on the document. Then you select the Manual button to create the document.

Foreign Currency Options

When you autocreate new purchase orders, the requisition price is converted into a purchase order price based on specified currency and rate information. You cannot specify currency information in AutoCreate if you are adding requisition lines to an existing document. Purchasing performs price tolerance verification for all currencies.