Award Information Not Appearing On Requisition Associated With A Draft Modification
(Doc ID 2602779.1)
Last updated on OCTOBER 23, 2019
Applies to:Oracle Contract Lifecycle Management for Public Sector - Version 12.2.6 and later
Information in this document applies to any platform.
On : 12.2.6 version, Requisition Management
Award information not appearing on requisition associated with a draft modification
The iProcurement "Requisitions Search" page has a field called "Award". When looking at a requisition, if it has been associated with an award, the award information will be displayed. This information will be displayed if the requisition is associated with an incomplete award as well. If the requisition is associated to an approved modification, the modification will show up on the iProcurement page as well. However, if the modification is in a draft status it will not show up on the "Requisition Search" page - which would insinuate that the approved requisition is able to be placed onto an award. This is not the case, however, as it already has been associated with the draft mod and therefore does not show up when looking for it in the demand workbench.
The award link is not available. If the award link is not available, there would be no way of easily telling if a requisition has been placed on an award. For example two users are in charge of adding a requisition to an award. The first goes into demand workbench, sees the requisition, and places it on a draft award. The second person (unaware of what the first person did), goes into demand workbench to find the requisition. It does not appear. The second assumes it is on an award and goes to the requisition to see. When they look at the requisition in iProcurement, the "Document" field is empty. The second now is confused because the requisition doesn't mention that it's already on an award, which suggests that it is available to place on one. However, demand workbench does not show the requisition, which suggests that it is already on an award. The user is now confused and cannot figure it out.
Problem Description: The “Current Procurement Status” in the Demand Workbench does not display required information:
• Requisitions that are assigned do not display the person they are assigned to.
• Requisitions that are ingested by DRAFT modifications do not display the Buyer or the Award & Modification numbers.
Both of these scenarios present a significant issue. In the case of assigned requisitions, once a requisition is assigned, NO ONE can find out who it is assigned to. If a Contracting Officer or a Manager attempts to determine who is working on a specific requisition, they are unable to. If the individual who is assigned a requisition is absent from the office, a requisition may remain unused indefinitely. This makes it impossible to track progress and creates multiple possibilities for missed deadlines. See Example 1.
The case of requisitions ingested by draft modifications presents similar problems. A Buyer may use a requisition to create a modification and then not complete it – due to a high workload or absence, for example.
As long as the modification remains in Draft status, NO ONE can determine who is using the requisition or what modification the requisition is attached to. This also makes it impossible to track progress and creates multiple possibilities for missed deadlines
Solution: The “Current Procurement Status” boxes should display additional details as follows:
Assigned requisitions should display the name of the assigned individual in the “Person” field. All other fields should remain blank.
Requisitions that are ingested by Draft modifications should display:
• Creation date in the “Date” field
• The Buyer’s name in the “Person” field
• Modification status in the “Action” field
• The award AND the modification numbers in the “Document Number” field
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