How To Achieve Functional Flow From Requisition Through RFQ/ Quotation to Purchase Order (Doc ID 422131.1)

Last updated on MAY 18, 2017

Applies to:

Oracle Purchasing - Version 11.5.10 to 11.5.10.4 [Release 11.5]
Information in this document applies to any platform.
***Checked for relevance on 25-Oct-2013***

Goal

How to achieve the following functional flow using Oracle Purchasing?

1. Create a Purchase Requisition.

2. Create a Request for Quotation (RFQ) based on the Purchase Requisition.

3. Create the Quotation based on the RFQ and have the reference to the Requisition.

4. Create the Purchase Order (PO) based on the Quotation and have the reference to the Requisition. This is to prevent the Requisitions from following the RFQ to PO cycle for creation of another Purchase order.

5. Have the attachment flow from Requisition->Quotation->RFQ->Quotation->Purchase order.

Business need of this functionality 

In the case of too many various components to be procured which do not have source details ready, the buyer may need to follow the RFQ->Quotation->Purchase Order flow.  In that case, the Attachments attached to the Quotation may need to be transferred to the Purchase Order for the approver to refer to before approving.

There may also be a business need that if the Requisition is used to create certain POs it should not allow for random PO creation.  Using the current feature if the Requisition creates the RFQ->RFQ copied to Quotation->Quotation copied to PO, the Requisition and the PO do not have any link between them. This allows creation of any new PO through the same Requisition. 

The <Note 1042455.6> 'How to go from Requisition to RFQ to Quote to PO' describes the method to create a Quotation through an RFQ for a Requisition and then create a PO from the same Requisition, then link the Quotation to the PO through the catalog. The disadvantage of this method is that any attachments need to be downloaded from the Quotation and then copied to the Purchase Order manually. In case of multiple Requisitions this is a time consuming and tedious process.

Solution

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