Self - Service Requisitioning processes - Oracle Fusion Applications

In Fusion, Requesters can raise their requisitions in multiple ways

1. Catalog Requisition: Where requesters shall browse through the catalogs and add the required items to requisition forms.

2. Non-Catalog Requisition: If the requester needs an item which exists in none of the catalogs, he can raise a not catalog request.

3. Requisition Line Entry: Here user shall enter the item code or category to request his requirement.

4. Using Shopping Lists: Requesters can add items to his requisitions, from shopping lists.

5. Using Smart Forms: Requesters can request their items from using smart forms.

Note: In Fusion, without Self Service Procurement, a requisition can’t be raised. If Self Service Procurement is not available, atleast Planning Engine should be available to import the requisitions to buyer’s pool.

Catalog Requisitions

Using catalog Requisitions, Requesters can browse through the catalog, select the items required and add them to requisitions.

Creating Catalog Requisitions is as shown below.   

Navigation: My Information à Procurement à Purchase Requisitions

All catalogs/browsing categories will be listed as shown below.

Open the browsing category by clicking on it.

Select the Item and Click on ‘add to requisitions as shown below.

The selected item will be added to the document builder present in contextual area, as shown below.

Click on ‘edit and submit’. Hence the Requisition will be raised

Setups Required

To create a catalog Request, the perquisite Setups are

·         Create an agreement

·         Create a catalog

·         Create a browsing category

·         Add catalog content zone

Non catalog Requests

If requester wants to request for goods or services which doesn’t have an item code or present in the catalog, he can use a non catalog request.

Navigation: My Information à Procurement à Purchase Requisitions à Quick Links à Non-Catalog requests

Setups Required

There are no setups required in SSP to create this type of requisition.

Requisition Line Entry

This is a simple way for entering requisitions. Requester just needs to enter the item details, Price Details etc and submit it.

Navigation: My Information à Procurement à Purchase Requisitions à Quick Links àRequisition Line Entry

 

Setups Required

There are no setups required in SSP to create this type of requisition.                                              

Using Shopping Lists

Requisitions can also be raised using shopping lists.

Navigation: My Information à Procurement à Purchase Requisitions à Quick Links àShopping Lists

Setups Required

·         Create a Shopping List

Smart Form Requisitions

Here Requesters shall enter additional data required to request an item. We shall create a requisition using the smart form we created earlier.

Navigation: My Information à Procurement à Purchase Requisitions à Quick Links àSmart Forms

Provide the additional info and click on add to requisitions.

 

Setups Required

·         Create attribute List

·         Create Information Template

·         Create Smart Forms

·         Add smart form to content zones

Fusion Fusion - Self Service Procurement Fusion SSP Self Serice Procurement