This guide explains how Procurement Requesters can create AgileOne requisitions through the Non-Catalog Services Smartform.

Requisition Preferences should be set prior to initiating a requisition. This includes a Deliver-to Location and at least one Primary Charge Account.

 

• Only use the Non-Catalog Services Smartform.
• Include the Worker ID in the Supplier Item field. Find the Worker ID in the AgileOne Punchout.

 

1. Open Oracle and select Company Single Sign-On to access your Oracle account.
2. Navigate and select the Procurement module.
3. Select Purchase Requisitions (New).

 

4. Select 1. Non-Catalog Goods & Services.

 

5. Select 2. Services – Non-Catalog.

 

6. Enter a Description. This should include:
   1. Worker Name
   2. Title
   3. Hiring Manager
   4. Bill Rate
   5. Effective Start and End Date
7. Select the Procurement Category that best fits the requisition. Some appropriate choices are:
   1. Prof Svcs – Contracted (73825)
   2. Svcs – Contracted Svcs (73300)
   3. Professional Services – Temp Workers (73815)
8. Add the Amount.
9. Add AgileOne as the Supplier. Select PUNCHOUT ONLY as the Supplier Site.
10. Enter the Worker ID in the Supplier Item field.

Note: This is required in order for AgileOne to correctly receive the Purchase Order.

11. Select Add to Cart.

 

12. Select View Cart. There should only be one item per requisition.

 

13. Select the Pencil Icon to edit the Requisition summary.

 

14. Add a Description.
15. Update the Distribution Information as needed.
16. Add an Effective Start Date and Effective End Date.
17. Select Update.

 

18. To make any edits to the Smartform, select the pencil icon. If a split distribution is required, select the truck icon and follow the steps in the Creating a Split Distribution in Oracle guide.
19. Once all information has been reviewed, select Submit.

 

You have now completed the steps of submitting an AgileOne requisition.

 

1. Once AgileOne notifies you the worker is cleared to start, access AgileOne’s AccelerationVMS through the Punch-out tile in Purchase Requisitions (New).

 

2. Select Open Jobs.

 

3. Select the Job Number.

 

4. Select the radio button next to the Candidate’s Name and select Catalog Items.

 

5. The workers details will appear