Overview

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Request forms are used in Oracle Procurement to purchase items not found in the catalog or punchouts.

Request Forms can be accessed on Oracle Procurement by going to Oracle Financials Cloud (OFC) and clicking on the Company Single Sign-On button. From there, log in with your Active Directory information.

Then, click on Procure to Pay, and then Purchase Requisitions (New).

 

On the Oracle Procurement homepage, you will see the Requestion Forms button.

 

The two primary request forms you will use are the Amount-Based request form and the Quantity-Based request form. Both of these forms can be used for either goods or services.

Type	Quantity-Based Requisition	Amount-Based Requisition
PO Closure	Closes when the full quantity has been invoiced	Closes when the full dollar amount has been invoiced
Use of Quantity	Quantity must be specified; used to track fulfillment	No quantity required; fulfillment is tracked by total amount invoiced
Use of Amount	Line item amounts are not critical	Enter the total cost of the entire order (not unit prices)
Invoicing Guidance	Ensure alignment with supplier on invoice timing to avoid early closure	Enter the complete order value upfront to avoid underfunding the PO
Itemization	Clearly itemize each product/service to prevent full PO closure on first invoice	You may group items, but do not combine taxable and non-taxable lines
Change Orders	Not required for correcting line item amounts	Only necessary if the total amount needs to be updated
Example	A PO with quantity of 1 will close after one invoice	If ordering 4 units, enter the total cost for all 4 in the amount field

 

Outside of the two primary forms, there are also specialty forms available.

• Add line to existing PO – Amount form should be used to add any additional lines to an already approved Amount- Based Purchase Order. This will generate a different requisition number, but on approval the additional line will be added to the PO.
• Add line to existing PO – Quantity form should be used to add any additional lines to an already approved Quantity- Based Purchase Order. This will generate a different requisition number, but on approval the additional line will be added to the PO.
• The Specialty Gas and Hardware form should be used if the gas mixture or hardware being ordered is not in the search results or when refilling a cylinder owned by the department. Purchase Orders created from this form will close when the full quantity has been invoiced.
• The Equipment Maintenance Service Agreement form should be used for preventative maintenance and service agreements over 1-2 years in relation to equipment.
• The Maintenance Services & Construction form should only be used by Facilities Management and will be automatically rejected if used by any other department.

Purchase orders created from these last forms will close when the full amount has been invoiced, similar to the Amount-Based request form, whereas the Specialty Gas and Hardware form will close when the full quantity has been received.

Note: For all request forms, it is important to keep in mind the following:

• Shipping should not be added as a line item in your requisition. Instead, you can reference shipping as a comment on your order.
• Purchasing categories are very important both for taxability and for routing. Please refer to our list of purchasing categories as selecting the wrong one may result in your order being rejected or delayed, or in tax being incorrectly applied.
• Forms which are defined by quantity will always have a line type of Goods whereas those defined by amount will always have a line type of Services. The line type has no bearing on whether the form is actually used for goods or services.

Supplemental Guides

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• Oracle Procurement Request Forms Blink page
• Purchasing Categories Blink page
• KB0032574: How to Navigate Suppliers Terms & Conditions