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Manual To Create Requisition and Receipt in Iprocurement Module

This document provides an overview of the requisition and receipt creation process in Oracle iProcurement. It outlines the key steps to create a requisition including adding items to a shopping cart, entering required fields like account details during checkout, attaching documents, and submitting for approval. It also describes how the purchasing team can create a purchase order based on an approved requisition and how end users can create a receipt by entering items received against a purchase order number.

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nani2003
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242 views

Manual To Create Requisition and Receipt in Iprocurement Module

This document provides an overview of the requisition and receipt creation process in Oracle iProcurement. It outlines the key steps to create a requisition including adding items to a shopping cart, entering required fields like account details during checkout, attaching documents, and submitting for approval. It also describes how the purchasing team can create a purchase order based on an approved requisition and how end users can create a receipt by entering items received against a purchase order number.

Uploaded by

nani2003
Copyright
© © All Rights Reserved
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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Requisition & Receipt Creation

Process
Oracle iProcurement

1
Agenda

Creating a shopping cart


 Adding items to the cart using the non catalogue request function
 Saving requisitions for later completion

Creating a requisition from the shopping Cart (Checkout)

Entering details of the accounts to which the cost of goods is to be


charged

Other features
 Enter Note to Buyer
 Add attachments to your requisitions
 Finding/viewing requisitions

PO Creation (By Purchasing Team)


Creating Receipt
CREATING AN IPROCUREMENT REQUISITION

Select the Iprocurement Responsibility


CREATING AN IPROCUREMENT REQUISITION

Creating a shopping cart :


•Adding Items to the Cart using the Non Catalogue Request Function.
• Select “Non-Catalog Request” option from the Shop Page and the following screen appears:
• Item Type : Select one item type
• Goods billed by quantity. For example, you purchase 10 books at 25 USD each.
• Goods or services billed by amount. For example, you purchase 5,000 USD of service.
• Services billed by quantity. For example, you purchase 10 hours of service at 100 USD an hour.
• Item Description : Enter the Project details
• Click on Search button to select Category.
• Search the category and click on “Quick Select”.
• Amount : Enter the Project cost or as per Approved AFE
• Currency : Always currency should be in USD
• Click on “Add to Cart ”
• Once you have entered the details of all the required fields and do not wish to order any further items click on the

“ View Cart and Checkout “ button.


• It is possible to update the Amount of the item in the Shopping Cart window.

• You can delete items from your shopping cart by clicking on the icon.

Saving Requisitions for Later Completion


• You can “Save” the requisition for later completion.
• The requisition will be saved as an Incomplete requisition

Creating a requisition from the shopping Cart (Checkout)

• Click on the “Checkout” button to continue with the iProcurement checkout process to create a requisition based on the contents of the cart.
The following fields on the Checkout: Requisition Information screen are mandatory fields:
•Requisition description : Defaults the line description from line 1 of the requisition.
•AFE Approval Section : Search for AFE Approval section by clicking “Search “ icon (Check screenshot in next slide).
•AFE Number : Enter the Approved AFE Number.
•Need by Date : Defaults to creation date plus 2 days. This need not be changed.
•GL Date : This defaults to current date .
• Search AFE Approval Section and click on “ Quick Select” to select Approval section.
Entering details of the accounts (received from Finance along with budget )
•Click on “Edit Lines” button to enter Accounting details.
• It is possible to Update, Delete, Copy the lines.
• Go to “Accounts” tab to enter Charge Accounting details.
• Click on “Enter Charge Account”
• Click on the Quick Select icon to select the account code to populate this field.
• Enter Project Code ,Department Code. Account and search with this combination.
• In the Result table we can see the Code Combinations and select that Code Combinations and Click on “Select” Button.
• Click on “Apply” button and after Apply the page automatically redirect to previous page to click on “Next” button
OTHER FEATURES
•Attaching Document :
Click on “Add Attachment” button to add Document to Requisition.
• Enter the Title and Select the Category as “To Receiver”.
• Click on “Browse” Button and select the Document(Which is saved in your system).
• Click on “Apply” Button.
• For more attachment click on “Add Another” button and follow the same above mentioned steps
• Check the Confirmation message that your attachment has been added successfully.
• Enter the Note To Buyer Message and click on “Next” Button.
.
• Finally Check all the details and click on “Submit” Button to submit your requisition for Approval process.
• Click “Yes” if below warning message appears
• After clicking on the “Submit” button the Confirmation screen is displayed showing the requisition number.
• Note Down the Requisition number for further verification and to create Purchase order.
• To create a new requisition click on the “Continue Shopping” button this will take you back to the Shop page.
• Check on the status of the requisition from the Shop page.
• Note: Requisition(s) cannot be converted into a PO until the requisition has a status of Approved.
Finding/Viewing Requisitions with Approval status
•The shop page will display brief details of your 5 most recent requisitions in the My Requisitions section.

To Know the Approval Status :


Click on “In Process” hyper link to check the Approval status
PO Creation (By Purchasing Team)

• Required Approved Requisition and Supporting Documents to Create Purchase Order (By Purchasing Team )
Receipt Creation
• Select the Iprocurement Responsibility

• Click on receiving tab


• Select Find by Order number : Enter the Purchase Order number (PO) provided by Purchasing Dept
•
Select the appropriate line by checking the check box and click on Next button
•
Enter the Receipt Comments and click on Next button
• Verify all the information and click on Submit button

Receipt created in the system take a printout and proceed for Payment request to Finance

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