This guide explains how to create a requisition from either a Punchout Catalog or Local Catalog in Oracle. Items from catalog suppliers typically have pre-negotiated prices and should be used when possible.

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

 

• Create a Punchout Catalog Requisition
• Create a Local Catalog Requisition
• Create a Non-Catalog Goods or Services Requisition
• Create a Standing Order Requisition
• Create an After-the-Fact Requisition
• Create a Requisition through the Residential Properties Smartform
• Create a Payment Request Requisition

 

• Purchase Requisition: A request to order goods or services from a supplier.
• Punchout Catalog: A Punchout Catalog consists of items listed on a supplier’s hosted website. In the Purchase Requisitions work area, a requester can click a link to be directed to an external supplier site. Items can be added from the external site, then the user will return to Oracle to complete the requisition steps.
• Local Catalog: A Local Catalog consists of supplier items that are hosted locally in Oracle. Requesters can shop the local catalog, adding items to their cart. Local Catalog-related electronic purchase orders and invoices are communicated via Oracle Business Network (OBN).
• Procurement Category: Procurement Categories are used to classify goods or services on a requisition. The Procurement Category drives the Account segment of the Chart of Accounts (COA) for that transaction.
• Chart of Accounts (COA): A 10-segment combination of accounts composed of primary and secondary segments. The primary segments define the business transaction (Entity, Org., Account, Fund, Purpose). The secondary segments allow us to define why the transaction is being incurred (Program, Activity, Site).
• POETAF: A 6-segment combination of Project Cost Collection values that are used to code transactions against projects defined within the Project Portfolio Management module (Project Number, Expenditure Organization, Expenditure Type, Task Number, Contract Number, Funding Source). All transactions coded with POETAF must also have a COA defined.

 

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. Search for the Punchout Catalog supplier or select the supplier’s name from under the Featured categories section.

Note: Select See more to view additional suppliers.

 

5. Navigate within the Punchout Catalog and add items to the cart. Open the cart.
6. When all items have been added, checkout.

Note: This button will appear differently depending on the Punchout Catalog supplier. It may say Complete Order, Create Requisition, Submit Order, or something else indicating that the order should be put in the Oracle cart for review.

 

7. The items will now be in the Oracle cart.

To edit line details, follow steps 8-11.

To edit line delivery and distribution information, follow steps 12-15.

To edit details for multiple lines, follow steps 16-20.

If no line level information needs to be edited, go to step 21.

8. Select the Pencil Icon on the line item.

9. If needed, edit the Line Description.
10. Add any supporting documentation for the line item. Review the required documentation standards. The Attachment Category should read To Approver.
11. Select Update.

 

12. Select the Truck Icon on the line item.

 

13. If needed, edit the Delivery information.
14. To change the distribution information, select the three dots and choose either Edit or Split. This will only change the distribution information of the specific line item. Review the Creating a Split Distribution in Oracle guide for more information.
15. Select Update.

 

16. Select the checkboxes of the line items that need to be edited.
17. Select Edit Multiple.

 

18. Open the Selected lines section to see which lines are being edited.
19. Add delivery and/or distribution information.
20. Select Update.

 

21. Select the Pencil Icon in the Requisition summary.

 

22. Add the overall description for the requisition.
23. If needed, edit the delivery and/or distribution information. Edits made here will apply to all requisition lines.
24. Add any supporting documentation for the requisition. Review the required documentation standards. The Attachment Category should read To Approver.
25. Select Update.

 

26. After all requisition details have been reviewed, select Submit.

 

You have now completed the steps to submit a Punchout Catalog requisition.

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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. Search for the Punchout Catalog supplier or select the supplier’s name from under the Featured categories section.

Note: Select See more to view additional suppliers.

 

5. Add each item to the cart.
6. After adding an item, a confirmation message will appear. Either close the window if there are more items to add or select View cart.

 

7. You can now see all the items in the cart.

To edit line details, follow steps 8-11.

To edit line delivery and distribution information, follow steps 12-15.

To edit details for multiple lines, follow steps 16-20.

If no line level information needs to be edited, go to step 22.

8. Select the Pencil Icon on the line item.

 

9. If needed, edit the Quantity.
10. Add any supporting documentation for the line item. Review the required documentation standards. The Attachment Category should read To Approver.
11. Select Update.

 

12. Select the Truck Icon on the line item.

 

13. If needed, edit the Delivery information.
14. To change the distribution information, select the three dots and choose either Edit or Split. This will only change the distribution information of the specific line item. Review the Creating a Split Distribution in Oracle guide for more information.
15. Select Update.

 

16. Select the checkboxes of the line items that need to be edited.
17. Select Edit Multiple.

 

18. Open the Selected lines section to see which lines are being edited.
19. Add delivery and/or distribution information.
20. Select Update.

 

21. To duplicate a line item, select the Two Boxes Icon.
22. Select the Pencil Icon in the Requisition summary.

 

23. Add the overall description for the requisition.
24. If needed, edit the delivery and/or distribution information. Edits made here will apply to all requisition lines.
25. Add any supporting documentation for the requisition. Review the required documentation standards. The Attachment Category should read To Approver.
26. Select Update.

 

27. After all requisition details have been reviewed, select Submit.

 

You have now completed the steps to submit a Punchout Catalog requisition.

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