PO Requisition Upload mass-creates Oracle Purchasing requisitions – Purchase or Internal, with header, lines and distributions – from Excel, through the standard Requisition Import program, and can make limited updates to key fields on existing requisitions.
When to use it
- Load many new purchase requisitions from a spreadsheet (for example bulk indirect/MRO buys).
- Load many internal (inter-organization transfer) requisitions.
- Create requisitions with line- and distribution-level detail, project accounting and charge-account distributions in one pass.
- Attach documents or notes to imported requisitions (use a “(with attachment)” template).
- Optionally initiate the requisition approval workflow automatically as part of the import.
- Make limited edits to existing not-yet-finalized requisitions.
Before you start
- Blitz Report is installed and you are signed in to a responsibility with access to the operating unit and the right to run Requisition Import.
- Items exist in the destination organization (non-item lines use a description and category instead).
- Deliver-to locations, requestors and a valid charge account are set up.
Choose a template
There is a template for each requisition type, in a plain version and a “(with attachment)” version that adds the attachment columns:
| Template | Use it for |
|---|---|
| Create Purchase Requisition | Purchase requisitions (buyer/supplier sourcing). |
| Create Internal Requisition | Internal (inter-organization transfer) requisitions. |
| … (with attachment) | Either of the above plus the columns to attach a document. |
Pick the template that matches the requisition type; each pre-sets its Requisition Type.
Step 1 – Choose a template and mode, set the parameters and download
In Blitz Report, open PO Requisition Upload, choose your template, and set the parameters:
| Parameter | Purpose |
|---|---|
| Operating Unit | The operating unit the requisition belongs to (required). |
| Upload Mode | Create (empty template) or Create, Update (download existing requisitions to edit). Default is Create. |
| Requisition Type | Purchase or Internal (set by the template). |
| Initiate Approval on Import | Whether to start the approval workflow after import (default Yes). |
| Group By | How imported lines are grouped into requisitions (default All). |
Run the upload to download and open the Excel file.
Step 2 – Enter the requisitions
Use the Group Code column to group lines into a requisition. On each line enter the Line Type, Item (or Category for a non-item line), Unit of Measure, Quantity, Need By Date, the Destination Type and Organization, the Deliver To Location and Requestor, the source columns, and the Charge Account segments.
Step 3 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.
Step 4 – Upload and view the result
Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which stages the lines and runs the standard Requisition Import program to build the requisitions. When it finishes, a result report opens showing each row as success or error, with the assigned requisition numbers.
What’s produced
- New requisitions (and limited edits to existing ones), with their lines and distributions.
- A result report listing every row with a status (success or error) and a message.
Common questions
Does it use the standard Oracle import?
Yes – new requisitions are staged into the Purchasing open interface and built by the standard Requisition Import program; the upload submits it for you.
Purchase or internal requisitions?
Both – controlled by the Requisition Type parameter (the templates default it to Purchase or Internal).
How are lines grouped into requisitions?
By the Group Code column and the Group By parameter (the same grouping options as standard Requisition Import).
Will it approve the requisition?
Only if Initiate Approval on Import = Yes; otherwise the requisition is left at the imported status.
Can I delete a requisition?
No – there is no delete capability.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Operating Unit is invalid | The operating unit isn’t accessible, or the name doesn’t match. | Use the Operating Unit value from the dropdown; run under a responsibility with access to it. |
| Invalid Item | The item isn’t defined/assigned in the destination organization. | Pick an item from the dropdown for that destination org, or use a description-based line. |
| Charge Account is invalid | The charge-account segments don’t form a valid combination. | Correct the segments, or set Allow Dynamic CCID = Yes to allow dynamic creation during import. |
| Requisition Import completed in Error / Warning | The standard import program flagged the staged rows. | Open the named Requisition Import request log, fix the data, and re-upload. |
| Flexfield validation error | An attribute value failed validation for its context. | Set the matching attribute category and pick valid attribute values. |