How to Create a Purchase Requisition in Oracle Fusion

Navigate to the Procurement tab

From the Oracle Fusion home screen, locate the top navigation bar and click the Procurement tab. A welcome message appears along with several procurement options, including Purchase Requisitions, Purchase Agreements, Purchase Orders, My Receipts, Negotiations, Catalogs, and Suppliers.

Access Purchase Requisitions

In the Procurement section, click the Purchase Requisitions tile. This takes you to the Requisitions page, where you can begin building your requisition.

Open the Enter Requisition Line page

At the top right of the Requisitions page, locate the More Tasks dropdown menu. This menu provides additional actions such as entering a requisition line, requesting a non-catalog item, requesting a new supplier, and updating requisition preferences.

Click More Tasks, then select Enter Requisition Line. This opens the Enter Requisition Line page, where you enter the details for your requisition.

Fill in requisition line details

On the Enter Requisition Line page, complete the following sections:

• Line Information: Set the Line Type (default is "Goods"; other options include Fixed Price Goods, Fixed Price Services, General Hourly Services, General Monthly Services, and Rate Based Services). Enter a mandatory Item Description, specify the Category Name, enter the Quantity (default is 1), select the UOM Name, enter the Price, confirm the Currency (default is USD), and check Negotiation required or Negotiated if applicable.
• Delivery Information: Confirm or select the Requester (e.g., Brown, Casey), indicate whether the request is Urgent (default is No), enter the Requested Delivery Date (e.g., 3/3/21), select the Deliver-to Location Type (default is Internal), specify the Deliver-to Location (e.g., Seattle), confirm the Deliver-to Address (e.g., 411 University Street, SEATTLE, WA 98101 King, UNITED STATES), and optionally enter a Suggested Buyer.
• Billing Information: Fill in project costing details as required, including Project Number, Task Number, Expenditure Type, Organization, Contract Number, Funding Source, Charge Account Nickname, Charge Account, Percentage, and Quantity.
• Notes and Attachments: Add any notes to the supplier or attach relevant documents.

Enter category, quantity, and unit of measure

In the Category Name field, select the appropriate category (e.g., "Activators & Appliers"). Enter 1 in the Quantity field, select Ea (Each) in the UOM Name dropdown, enter 1.00 in the Price field, and confirm that Currency is set to USD.

Specify an agreement or supplier (optional)

If you want to base the request on a contract purchase agreement (CPA) or blanket purchase agreement (BPA), enter the agreement details in the Agreement field. If you want to base the request on a supplier, enter the supplier name in the Supplier field (for example, start typing "Office Depot" and select the correct supplier). The system automatically populates the Supplier Site, Supplier Contact, and Email fields based on the supplier configuration.

Review defaulted delivery and billing information

Confirm that the Requester (e.g., "Brown, Casey"), Deliver-to Location (e.g., "Seattle"), and Deliver-to Address (e.g., "411 University Street, SEATTLE, WA 98101 King, UNITED STATES") are correct. Review the Project Costing Details under the Billing section — the Charge Account Nickname (e.g., "Main US") and Charge Account (e.g., "101.10.60540.120.000.000") should be defaulted based on your user configuration, and the Percentage field should automatically calculate to 100.

Add notes and attachments (optional)

In the Notes and Attachments section, enter any relevant notes to the supplier or attach supporting documents as needed.

Select the Negotiated flag

Check the Negotiated box to ensure a purchase order is created from this requisition. If the Negotiated flag is not selected, a purchase order will not be generated from the requisition.

Add to cart and submit the requisition

Click Add to Cart at the top right of the Enter Requisition Line page to add your requisition line to the cart. After reviewing your cart, click Submit to send the requisition for approval.

Confirm requisition submission

Wait for the confirmation popup indicating that your requisition has been submitted (e.g., "Requisition 204094 was submitted"). Optionally, click View PDF to download a copy of the submitted requisition. Note the requisition number (e.g., 204094) for tracking purposes.

Monitor approval status

Navigate to the Manage Requisitions page to check the status of your requisition. Locate your requisition in the list (e.g., 204094 with description "Item Description 001"). The Status column initially shows "Pending approval."

Check for purchase order creation

Go to the Procurement menu and select Purchase Orders, then click Manage Orders to view existing purchase orders. Optionally, use the Generate Orders function to trigger the creation of purchase orders for approved requisitions.

Monitor the order generation process

On the Generate Orders page, review the list of processes. Look for the most recent "Generate Orders" process and check its status (e.g., "Completed" or "Succeeded"). Wait for the process associated with your requisition to complete.

Refresh and confirm purchase order creation

Return to the Manage Requisitions page and, if prompted, confirm any form resubmission to refresh the page. Check the Status column for your requisition; it should now show "Approved." In the Order column, verify that a purchase order number (e.g., 164098) has been generated and linked to your requisition.