How to Create a Requisition from a Quote in Oracle Procurement


Overview


This article teaches how to create a requisition in Oracle Procurement based on a multi-line quote provided by a supplier.

Essential Information


Next Steps


When Possible, Retrieve the Quote from the Punchout

  1. Instead of entering the quote into one of the request forms, retrieve it directly from the punchout.
  2. In Critical Concepts above, check to see if your supplier is one that offers punchout quote retrieval.
  3. Reach out to the supplier if you have trouble retrieving the quote.

Complete a Request Form for the First Line Item on the Quote

  1. Select the appropriate request form, referring to the articles in Critical Concepts above if you are unsure.
  2. Populate the request form according to the first item on the quote.
    1. Do NOT include tax in the amount as that will be calculated automatically.
  3. Click Add to Cart.
  4. Click the Shopping Cart.
  5. Click Review

Duplicate the Request Form in Checkout

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  1. In checkout, click the stack of papers icon to duplicate, and repeat as many times as you need to match the number of line items existent on the quote.
  2. Click the second line item.
  3. Click the pencil icon to edit the following form information to match the second line on the quote.
    1. Item Description
    2. Amount
    3. Quantity (may or may not be present depending on the request form)
    4. Category Name (Purchasing Category)
  4. When finished, click OK.
  5. Repeat steps 2-4 for as many lines as are on the quote.
  6. Use the Edit Multiple Lines feature to populate the billing, deliver-to location, and requestor for each line.
    1. Refer to KB0033014: How to Multi-Edit Requisition Lines in Oracle Procurement.
  7. If distribution fields such as work order, inventorial equipment, or research equipment apply to your order, perform the following for each line:
    1. Click on the line item.
    2. Scroll down to Billing.
    3. In Billing, scroll right to Distribution Flexfields.
    4. Check or populate the proper distribution fields.
  8. At the top right, click Submit.

Questions?


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