How to Create a Requisition Based on a Blanket Purchase

Agreement (BPA) and Automatically Generate Releases (Doc ID

205472.1)

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APPLIES TO:
Oracle Purchasing - Version 11.5.10 to 12.1.3 [Release 11.5 to 12.1]
Information in this document applies to any platform.
Form: POXRQERQ.FMB - Enter Requisitions
*** Checked for relevance on 21-Apr-2011 ***
PURPOSE

Oracle Purchasing enables you to default document information from a Blanket Purchase
Agreement into your Requisition for an item-supplier combination by using the Approved
Supplier List.
The purpose of this note is to describe the set-up steps to achieve this
DETAILS

A Blanket Purchase Agreement is an agreement defining the Items or Services which are being
purchased, and committing to the TOTAL amount which can be called off over time.
Setup steps
Step1 -> Creation of Blanket Purchase Agreement
Responsibility: Purchasing Super User
Navigation path: Purchase Orders > Purchase Orders
Shortname form: POXPOEPO
Type = Blanket Purchase Agreement
field: Allow Price Override (tab: Price Reference)
Please check 'Allow Price Override' to indicate that the release price can be greater than the price
on the purchase agreement line. Even if you allow a price override, the release price still cannot

exceed the Price Limit specified on the line.

If you do not allow a price override, Purchasing displays on the release the shipment price from
the purchase agreement and prevents you from updating it.
For Automatic Sourcing purposes the Blanket Purchase Agreement needs to be approved.
Step 2 -> Creation of Approved Supplier List entry
Responsibility: Purchasing Super User
Navigation path: Supply Base > Approved Supplier List
Shortname form: POXSCASL
Through the creation of this Approved Supplier List Entry a tie will be created between a
supplier and an item.
field: Status (tab: Key attributes)
Approved - The supplier has demonstrated the ability to satisfy rigorous quality, cost, and
delivery requirements over a sustained period
Debarred - No business is allowed with this supplier for a particular item or commodity
New You have never placed a purchase order with the supplier.
Each Approved Supplier Status can have business rules applied to manage the characteristics of
the status. You can prevent or allow certain business rules for each status, change the name of a
status, or create a status of your own in the following form:
Navigation path : Supply Base > Supplier Statuses
Shortname form : POXSTASL
field: Global? (tab: Record Details)
A global ASL entry in the Approved Supplier List window is valid for all inventory organizations
in an operating unit.
A local ASL entry is valid only for the organization that you were in or that you chose when
creating the ASL entry.
Local entries take precedence over global ones.
Next step is to go to Attribute screen, see button: Attributes
field: Release Method:
1) Automatic Release/Review: Automatically generate releases, but require a separate step for
approval.
The process 'Create Releases' will generate the release
2) Automatic Release: Automatically generate approved releases.
This choice is not available if Encumbrance is turned on.

The process 'Create Releases' will generate the release

3) Release Using AutoCreate: Workflow will automatically create the release
The 'PO Create Documents' workflow will generate the release
If you want to prevent this happening, change the workflow value for attribute 'Should
workflow create releases?
For more information see Note 145955.1
tab: Sourcing Documents
If profile option 'PO: Automatic Document Sourcing' is set to 'Yes', Purchasing automatically
searches for the most current blanket purchase agreement or quotation for an item-supplier
combination, and defaults the information from this document onto a newly created requisition.
This method is useful if you do not want to maintain the most current source documents in the
Approved Supplier List, particularly if you receive these documents regularly from your
suppliers through the Purchasing Documents Open Interface.
If you set this profile option to Yes, you do not have to specify source documents in the
Approved Supplier List. If two blanket agreements exist for the same Item / Supplier
combination and this profile option is set to 'Yes', the most recent document is used for sourcing.
Step 3 -> Creation of Sourcing Rule
Responsibility: Purchasing Super User
Navigation path: Supply Base > Sourcing Rules
Shortname form: MRPFDDSR
The sourcing rule is what enables the sourcing details to be auto-inserted on the Requisition
which is going to be created later.
Step 4 -> Creation of Sourcing Rule Assignment set
Responsibility: Purchasing Super User
Navigation path: Supply Base > Assign Sourcing Rules
Shortname form: MRPFDSRA
After assigning Sourcing Rule to Assignment Set the profile option 'MRP: Default Sourcing
Assignment Set' must be set in order for Oracle Purchasing to recognize and find which group of
Sourcing Rules to use.
Step 5 -> Creating requisition
Responsibility: Purchasing Super User
Navigation path: Requisitions > Requisitions
Shortname form: POXRQERQ

After entering the item and destination details, the supplier /site and pricing should come from
the source document if there is one defined the ASL or Purchasing found the most recent
document when using 'PO: Automatic Document Sourcing = Yes The Source details tab will
show the document number and line.