Oracle iProcurement User Guide

Getting Started

Overview of Requisitioning

• The purchasing process has four main phases:
  1. Requesting your item
  2. Approving requisitions
  3. Checking the requisition status
  4. Receiving the requested items

How to Order an Item

1. Search for the Item

   • Use the Shop page to find items using descriptive words, part number, or supplier.
   • For non-catalog requests, use the Non-Catalog Request tab.
   • External supplier sites may be accessed through links in search results.

2. Select Items and Enter Details

   • From Search Results, add items to the cart and specify quantity.
   • For non-catalog requests, provide a detailed description and select a category.

3. Enter Delivery Information

   • Verify or enter delivery details such as required delivery date, requester, and delivery location.

4. Enter Billing Information (Optional)

   • Accept or modify charge account details.
   • Choose to use a corporate credit card or project charging.
   • Specify tax status if known.

5. Enter Notes and Attachments (Optional)

   • Add extra information or special instructions as notes.
   • Attachments can include files, URLs, or text for additional requisition information.

6. Review Approvers

   • Approval limits and mandatory approvers are set by company policies.
   • Additional approvers can be added if allowed.

7. Review and Submit the Requisition

   • Review requisition details before submission. Modifications can be made using the Back button.

What Happens to a Submitted Requisition?

• Upon submission, requisitions are sent to approvers.
• Once approved, a buyer assigns a purchase order number and places the order with the supplier.

Checking Requisition Status

• Use the Finding and Tracking Requisitions guide to check the status.

Frequently Asked Questions

Shopping

• Requesting an Item: Use the Non-Catalog Request for items not found in the catalog.
• Requesting a Service: Use a non-catalog request for services billed by quantity or amount.
• Reordering Items: Add items to favorites or copy from previous requisitions for quick reordering.

Orders

• Procurement Card (P-Card): Used to purchase items and bypass invoice handling for high-volume items.
  • Types include corporate credit cards and supplier P-Cards.
• Checking P-Card Application: View requisition details for P-Card information.
• Approval Hierarchy: Changing approvers may impact the approval routing.
  • Example provided for understanding approval chain adjustments.
• Item Pricing: Determined by the price list and profile option settings in Oracle Purchasing.
• Currency Requests: Non-catalog requests allow for different currency orders; exchange rate details may be adjusted depending on administrative settings.

Additional Information

• For detailed procedures and settings, refer to related topics through provided links.