Oracle Basic Requisitioner User Guide

Blue text denotes text as seen on screen.

Requisitioning of Goods and Services

1) Log on to Oracle

2) Click on Shop

3) For catalogue items enter item in Search Field-do not put in too much information just the key word %.

4) For Non –Catalogue item or services click on NON CATALOGUE REQUESTS.

5) Leave ITEM TYPE in default setting

6) In the ITEM DESCRIPTION-fill in detail and if it is a retrospective order put in Invoice Number

7) In CATEGORY insert relevant code found on the Category Coding List.

8) Buyer Coding Category List.xls

9) Enter QUANTITY and UNIT PRICE.

10) These are mandatory fields.

11) Contract Field is not mandatory

12) Enter SUPPLIER-if the vendor does not load you will need to complete a new vendor form.

13) Copy of New Vendor and Vendor maintenance form (3).xlsx

14) Add to Cart, if you require only 1 item proceed to cart and checkout and submit.

15) If you are raising a requisition for multiple services or goods from the same supplier you will add to cart and

then over write the DESCRIPTION and UNIT PRICE and add to cart (This will create a line per service).Repeat

this until your requisition is complete and then proceed to checkout and submit.

16) If you are raising a requisition for repeat services over a period of time it is imperative that you have a line

per invoicing period. (Please see examples below). To create a line over write the DESCRIPTION and UNIT

PRICE and add to cart (This will create a line per service).Repeat this until your requisition is complete and

then proceed to checkout .Click on EDIT LINES and at this point in the NEED BY DATE box enter the date to

correspond with expected invoice .Click APPLY and SUBMIT.WARNING FAILURE TO ENTER SEPARATE DATES

WILL RESULT IN ONE LINE APPEARING ON THE PO.

Booking in of services: Receipting

When services have been received and invoice is due for payment you are required to receipt services before
payment of invoices can be processed.

 In order to do so log in to Oracle.

 Click on REQUISITIONS
 Select required requisition /PO
 Click on RECEIVE tab
 Select required line ONLY –WARNING DO NOT CLICK ON EXPRESS RECEIVE –this will book in all lines and
result in the total value of all lines hitting the budget.
 Click on NEXT
 The following fields are not mandatory.
 Select NEXT
 Select Submit.
 This process will need to be repeated for each line of the PO as payment is due.

Booking in of goods :

Goods should be delivered to Receipts and Distribution points and not to Departments .Goods will be receipted on
Oracle by our team in Receipt and Distribution and delivered to departments.

Should you require more detailed information please refer to the iProcurement Training Guide.