Requisition Types
Benefits of On-line Requisitions
You can save time, money, and paper by processing requisitions on-line. With a paper system, you must provide forms to the requestor, the requestor must send the form to someone else to be approved, and the buyer must manually consolidate requisitions to place on a purchase order. Throughout all of these transactions, you may generate a number of errors, waste time, and lose money. Some of the many problems you may incur with paper requisitions include:
- The requestor may not fill in the requisition completely or accurately.
- The requestor's handwriting may be illegible.
- Someone without proper authority can potentially approve a requisition.
- The requestor might have to mail the requisition to an approver at a different location and wait a number of days to get it back.
- The approver or buyer may lose or damage the requisition.
- The buyer may translate the information from the requisition to the purchase order incorrectly.
- You may lose significant quantity discounts if the buyer cannot locate all the requisitions that reference a particular item.
Implementing On-line Requisitions
Many companies want to provide on-line requisitions to everyone in the company. Others want to limit the number of users who have access to the system. Purchasing is flexible enough to meet the needs of your company. To give everyone access to the system, simply create a user name for each employee in the company and assign the employee the appropriate responsibilities. You can easily designate a smaller group of individuals as requisition preparers if you want to limit the number of requestors on the system. These people can create requisitions for anyone in the company by identifying the appropriate requestor directly on the requisition line. You might also want to limit some preparers to internal requisitions and others to purchase requisitions. You can also print requisitions to obtain signature approvals if some of the approvers do not have access to the system. You can then assign an individual to update the authorization status for these requisitions.
Purchase Requisitions
Use the Requisitions window to create requisitions. You must choose the requisition type (internal or purchase). You can also provide a description, unlimited notes, and defaults for requisition lines. For each requisition line, you choose the item you want to order along with the quantity and delivery location. You can get sourced pricing from catalog quotations or open blanket purchase agreements. You can also choose a price from a list of historical purchase order prices. In the Distributions window, you can charge the item to the appropriate accounts, or you can let the Account Generator create the accounts for you. Once you complete the requisition, you send it through the approval process. See: Entering Requisition Lines. See: Using the Account Generator in Oracle Purchasing.
Unlike purchase requisitions, which are supplied from purchase orders, internal requisitions are supplied from internal sales orders. Internal requisitions are not picked up when you AutoCreate RFQs or purchase orders, nor can they be assigned to a buyer in the Assign Requisitions window. See: Internal Requisitions Overview.
Use the Requisition Templates window to define requisition templates for items you purchase frequently. For example, if you frequently buy certain office supplies, you can set up an office supplies template for your requestors. This template consists of a list of all items, prices, and sourcing information you want available to the requestor. When you want to order items from this template, use the Supplier Item Catalog, choose the office supplies template, and indicate the quantity you want to order. Purchasing supplies default sourcing and delivery information. See: Defining Requisition Templates.
Purchasing lets you import or reschedule requisitions from other Oracle or non-Oracle systems. See: Requisition Import Process. For example, Work in Process uses Requisition Import to create requisitions for outside processing. See: Overview of Outside Processing. Similarly, Master Scheduling/MRP automatically creates requisitions using Requisition Import when you mass load purchase requisitions. Master Scheduling/MRP also automatically reschedules existing requisitions by updating the need-by date during this process. See: Planner Workbench. If you are using Inventory, you can send a requisition requirement to Purchasing and then run Requisition Import in Purchasing to create the requisition. See: Overview of Inventory Planning and Replenishment.
You do not need to create a requisition on-line to purchase an item. Instead, you can reference a paper requisition number directly on the purchase order Distribution Details. See: Entering Purchase Order Distributions. Later, you can use the Purchase Orders window to review the status of the purchase orders referencing the paper requisitions.
