Guide: Requisitioning App

First Time Setup

To set up the Simplified Loader Requisitioning mobile app, you need to follow the steps mentioned in the Mobile App – First Time Setup guide. After completing Mobile App – First Time Setup steps, also perform the following two steps

Step 1. Configure fields displayed in the mobile app

Requisitioning mobile app gives administrator flexibility to defines fields displayed in the mobile app. The administrator also controls the field behaviour, which is configured using Preference. The fields for the mobile app should be defined in SL_REQUISITIONING_FIELDS_SETUP lookup type. In the absence of SL_REQUISITIONING_FIELDS_SETUP lookup type, the Requisitioning app’s default behaviour shows the following fields in the mobile device.

Display SequenceMeaning (User Field Name)Description (Preference)
5Requisition NumberShowByDefault[Y] | UserOverride[N] | Mandatory[N]
10Requisition Business UnitShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
20Requisition Business Unit IDShowByDefault[N] | UserOverride[Y] | Mandatory[Y]
30DescriptionShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
40Preparer EmailShowByDefault[N] | UserOverride[N] | Mandatory[Y] | DefaultFromSQL[PREPARER_EMAIL]
50Initiate Approval After Requisition ImportShowByDefault[N] | UserOverride[N] | Mandatory[Y] | DefaultValue[Y]
60Document Status CodeShowByDefault[N] | UserOverride[N] | Mandatory[Y] | DefaultValue[INCOMPLETE]
70Taxation Country CodeShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
90Interface Source CodeShowByDefault[Y] | UserOverride[Y] | Mandatory[Y] | DefaultValue[Simplified Loader]
100Externally Managed FlagShowByDefault[N] | UserOverride[N] | Mandatory[Y] | DefaultValue[N]
110Product Type NameShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
120Requester NameShowByDefault[Y] | UserOverride[Y] | Mandatory[Y] | DefaultFromSQL[PREPARER_NAME]
130Requester EmailShowByDefault[Y] | UserOverride[Y] | Mandatory[Y] | DefaultFromSQL[PREPARER_EMAIL]
140Deliver To Location CodeShowByDefault[Y] | UserOverride[Y] | Mandatory[Y] | DefaultFromSQL[DELIVER_TO_LOCATION_CODE]
150Line TypeShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
160Category NameShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
170Supplier NumberShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
180Supplier NameShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
190Supplier Site NameShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
200Supplier Contact NameShowByDefault[Y] | UserOverride[Y] | Mandatory[N]
210Supplier Item NumberShowByDefault[Y] | UserOverride[Y] | Mandatory[N]
220Item DescriptionShowByDefault[Y] | UserOverride[Y] | Mandatory[N]
230QuantityShowByDefault[Y] | UserOverride[Y] | Mandatory[N]
240Unit Of MeasureShowByDefault[Y] | UserOverride[Y] | Mandatory[N]
250PriceShowByDefault[Y] | UserOverride[Y] | Mandatory[N]
255AmountShowByDefault[Y] | UserOverride[Y] | Mandatory[N]
260Destination Type CodeShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
270Negotiation Required FlagShowByDefault[N] | UserOverride[N] | Mandatory[Y] | DefaultValue[N]
280Negotiated By Preparer FlagShowByDefault[N] | UserOverride[N] | Mandatory[Y] | DefaultValue[Y]
290Buyer NameShowByDefault[Y] | UserOverride[Y] | Mandatory[Y]
300PercentShowByDefault[Y] | UserOverride[Y] | Mandatory[Y] | DefaultValue[100]
310Charge Account Segment1ShowByDefault[Y] | UserOverride[Y] | Mandatory[N] | DefaultFromSQL[GL_SEGMENT1]
320Charge Account Segment2ShowByDefault[Y] | UserOverride[Y] | Mandatory[N] | DefaultFromSQL[GL_SEGMENT2]
330Charge Account Segment3ShowByDefault[Y] | UserOverride[Y] | Mandatory[N] | DefaultFromSQL[GL_SEGMENT3]
340Charge Account Segment4ShowByDefault[Y] | UserOverride[Y] | Mandatory[N] | DefaultFromSQL[GL_SEGMENT4]
350Charge Account Segment5ShowByDefault[Y] | UserOverride[Y] | Mandatory[N] | DefaultFromSQL[GL_SEGMENT5]
360Charge Account Segment6ShowByDefault[Y] | UserOverride[Y] | Mandatory[N] | DefaultFromSQL[GL_SEGMENT6]

You can choose to modify the default fields and apply custom controls the behaviour of individual fields. To define fields for Requisitiong app, you would need to define Requisition fields in SL_REQUISITIONING_FIELDS_SETUP lookup type. This lookup type defines which fields should get displayed in the mobile app and Preferences against each field to control field behaviour.

1. Navigate to Setup and Maintenance and search task Manage Common Lookups. Create a new Lookup Type SL_REQUISITIONING_FIELDS_SETUP. SL Requisitioning app utilizes SL_REQUISITIONING_FIELDS_SETUP lookup type to render fields in mobile app

Lookup Type:SL_REQUISITIONING_FIELDS_SETUP
Meaning:Simplified Loader Requisitioning Mobile app fields setup
Description:Leave blank
Module:Common Lookups
Lookup Configuration Level:User
REST Access Secured:Secure

2. Enter Requisition field details in the Lookup Code section:

Lookup Code:Enter the same value as used in the Meaning field. In case length of the Meaning field, contains is more than 30 characters then use any value in Lookup Code field
Display Sequence:The sequence in which field will display in the mobile app
Enabled:Indicate if a field is enabled for Requisitioning mobile app
Start Date:Leave blank
End Date:Leave blank
Meaning:Enter the field name that gets displayed to the user. Select the field name from the table of allowed field names
Description:Preferences related to Requisitioning fields
Tag:Leave blank

Allowed fields in Requisitioning app

Requisitioning mobile app support fields mentioned in the following table. You are required to use the value from the User Field Name column in this table. The other fields (Section Name, Data Type, and User Field Description) are for information purposes only. To define a new field in the Requisitioning mobile app put the value from the User Field Name column to Meaning field in the Lookup Code section of SL_REQUISITIONING_FIELDS_SETUP Lookup Type.

Section NameUser Field NameData TypeField Description
NoneRequisition TitleCharacterTitle to identify Requisition in your mobile device. This is a reserved field and should not be used in SL_REQUISITIONING_FIELDS_SETUP Lookup Type.
NoneLoad StatusCharacterRequisition upload status. This is a reserved field and should not be used in SL_REQUISITIONING_FIELDS_SETUP Lookup Type.
NoneError MessageCharacterRequisition upload error message. This is a reserved field and should not be used in SL_REQUISITIONING_FIELDS_SETUP Lookup Type.
HeaderInterface Header KeyCharacterThe cloud interface alternate header key code, for integrating applications to be able to identify the requisition header data loaded in the interface table.
HeaderRequisition NumberCharacterThe display number used to identify a requisition.
HeaderRequisition Business Unit IDCharacterThe unique identifier of a requisitioning business unit.
HeaderRequisition Business UnitCharacterThe display name of a requisitioning business unit.
HeaderInterface Source CodeCharacterA code indicating the outside source that the data was imported from. Reserved values for internal use include ORA_FUSION_DOO, ORA_FUSION_SCO, ORA_FUSION_INV.
HeaderDescriptionCharacterA text description capturing the purpose of the requisition.
HeaderDocument Status CodeCharacterA code indicating the status of the requisition. Valid values include incomplete and approved.
HeaderPreparer IDCharacterThe unique identifier of the requisition preparer that maps to the person ID within Oracle Fusion Applications.
HeaderPreparer EmailCharacterThe e-mail address for the requisition preparer.
HeaderInitiate Approval After Requisition ImportCharacterFlag to indicate whether to Requisition for approval after a successful import.
HeaderEmergency PO NumberCharacterThe display number used to identify a purchase order number reserved in advanced for an emergency requisition.
HeaderJustificationCharacterA text description capturing the reason for the requisition.
HeaderTaxation Country CodeCharacterA code indicating the country where the transaction is deemed to have taken place for taxation purposes.
HeaderTaxation TerritoryCharacterA code indicating the territory where the transaction is deemed to have taken place for taxation purposes.
HeaderDocument Fiscal Classification CodeCharacterA classification used by a tax authority to categorize a document associated with a transaction for a tax.
HeaderDocument Fiscal ClassificationCharacterA classification used by a tax authority to categorize a document associated with a transaction for a tax.
HeaderSold To Legal Entity IDCharacterThe unique identifier of the legal entity that is liable for the purchase order amount.
HeaderSold To Legal Entity NameCharacterThe name of the legal entity that is liable for the purchase order amount.
HeaderApprover EmailCharacterThe e-mail address of the requisition approver.
HeaderApprover IDCharacterThe unique identifier of the requisition approver.
HeaderInterface Source Line IDCharacterThe unique identifier of the source transaction.
HeaderExternally Managed FlagY / NIndicates whether or not the requisition line is externally managed.
HeaderHeader Attribute CategoryCharacterThe user descriptive flexfield structure.
LineInterface Line KeyCharacterThe cloud interface alternate line key code, for integrating applications to be able to identify the requisition line data loaded in the interface table.
LineLine TypeCharacterThe display name of a line type that indicates whether a purchase is for goods or services.
LineLine Type IDCharacterThe unique identifier of a type to indicate whether a purchasing document line is for goods or services, as well as to default some attributes associated with the line.
LineCategory IDCharacterThe unique identifier of the code used to group items with similar characteristics.
LineCategory NameCharacterThe display name of a category used to group items with similar characteristics.
LineDestination Type CodeCharacterA code indicating if the item should be charged to an inventory or should be expensed.
LineDestination SubinventoryCharacterThe display name of a subinventory to which the requested item should be delivered.
LineCurrency CodeCharacterA code indicating the three-letter ISO code associated with a currency.
LineAmountCharacterThe total amount according to the quantities and prices of the goods and service items specified on the requisition line.
LinePriceCharacterThe price of the item on the requisition line.
LineQuantityCharacterThe quantity for the item to be added to the requisition.
LineUnit Of Measure CodeCharacterA code indicating the division of quantity defined as a standard of measurement or exchange.
LineUnit Of MeasureCharacterA division of quantity defined as a standard of measurement or exchange.
LineSecondary QuantityCharacterThe quantity converted in the secondary unit of measure of a dual UOM controlled item.
LineSecondary UOM CodeCharacterA code indicating the alternative unit of measure that is allowed to quantify a dual UOM controlled item.
LineSecondary UOMCharacterAn alternative unit of measure that is allowed to quantify a dual UOM controlled item.
LineProcurement Business Unit IDCharacterThe unique identifier of a procurement business unit.
LineProcurement Business Unit NameCharacterThe display name of a procurement business unit.
LineRateCharacterThe ratio at which the principal unit of one currency can be converted into another currency.
LineRate DateDateThe date as of which a conversion rate is used to convert an amount into another currency.
LineRate TypeCharacterThe source of a currency conversion rate, such as user defined, spot, or corporate. For user-defined rate, provide USER in the rate type.
LineRequester IDCharacterThe unique identifier of a requester.
LineRequester EmailCharacterThe e-mail address for a requester.
LineProduct CategoryCharacterA code indicating the type of product fiscal classification used to classify products.
LineProduct Category NameCharacterThe display name of a product fiscal classification type used to classify products.
LineProduct TypeCharacterA code indicating the type of product fiscal classification used to classify products. Related term(s) product fiscal classification.
LineProduct Type NameCharacterThe display name of a product fiscal classification type used to classify products.
LineUrgent Requisition Line FlagY / NIndicates whether the requisition is urgent or not.
LineNote To BuyerCharacterA text description capturing the instructions to the buyer when processing the requisition line.
LineNote To SupplierCharacterA text description capturing the instructions to the supplier.
LineNote To ReceiverCharacterA text description capturing the instructions to the receiver in the docking area to be reviewed while performing the receipt.
LineBuyer IDCharacterThe unique identifier of the buyer specified on the document. A buyer is a person responsible for placing item resupply orders with suppliers and negotiating supplier contracts.
LineBuyer NameCharacterThe display name of a buyer specified on the document. A buyer is a person responsible for placing item resupply orders with suppliers and negotiating supplier contracts.
LineBuyer EmailCharacterThe e-mail address of the buyer specified on the document. A buyer is a person responsible for placing item resupply orders with suppliers and negotiating supplier contracts.
LineNew Supplier FlagY / NIndicates whether or not the supplier is new.
LineSupplier Item NumberCharacterThe display name of a suppliers identification number or code for the goods ordered on your order line.
LineSupplier IDCharacterThe unique identifier of an organization or individual that provides goods or services to the buying organization for payment, bound by a contractual obligation.
LineSupplier NameCharacterThe display name of an organization or individual that provides goods or services to the buying organization for payment, bound by a contractual obligation.
LineSupplier Site IDCharacterThe unique identifier of an entity that models how the buying organization conducts business with the supplier.
LineSupplier Site NameCharacterThe display name of an entity that models how the buying organization conducts business with the supplier.
LineSupplier Contact IDCharacterThe unique identifier of a supplier employee who represents the supplier in communications with the buying organization.
LineSupplier Contact NameCharacterThe display name of a supplier employee who represents the supplier in communications with the buying organization.
LineSupplier Contact EmailCharacterThe e-mail address for a supplier employee who represents the supplier in communications with the buying organization.
LineSupplier Contact FaxCharacterThe fax number for a supplier employee who represents the supplier in communications with the buying organization.
LineSupplier Contact PhoneCharacterThe phone number for a supplier employee who represents the supplier in communications with the buying organization.
LineSource Agreement IDCharacterThe unique identifier of a purchase agreement against which this purchase order line is released.
LineSource Agreement NumberCharacterThe display number used to identify a purchase agreement against which this purchase order line is released.
LineSource Agreement Line IDCharacterThe unique identifier of a purchase agreement line against which this purchase order line is released.
LineSource Agreement Line NumberCharacterThe display number used to identify a purchase agreement line against which this purchase order line is released.
LineItem IDCharacterThe unique identifier of an item.
LineItem DescriptionCharacterA text description capturing details about the item being purchased.
LineItem NumberCharacterThe display name of an item representing anything you make, purchase, or sell, including components, subassemblies, finished products, or supplies.
LineItem RevisionCharacterIdentifier that indicates version of inventory item being referenced on the order line.
LineBase Model IDCharacterThe unique identifier of a model from which an ATO configuration was created.
LineBase Model NumberCharacterThe display name of a model from which an ATO configuration was created.
LineBase Model PriceCharacterThe model price from which an ATO configuration was created.
LineFirst Party Tax Registration IDCharacterThe unique identifier of the tax registration record corresponding to the sold-to legal entity on the purchase order.
LineFirst Party Tax Registration NumberCharacterThe unique display number assigned to the sold-to legal entity by a tax authority in order to manage tax liabilities.
LineLine Intended Use IDCharacterThe unique identifier of a tax classification that is based on the purpose for which a product is used.
LineLine Intended UseCharacterA code indicating the type of the tax classification that is based on the purpose for which a product is used.
LineLine Intended Use NameCharacterThe display name of a tax classification that is based on the purpose for which a product is used.
LineAssessable AmountCharacterThe price at which a product is valued, by a tax authority, for tax calculation purposes. The same product can have more than one assessable value, as given by different tax authorities.
LineTax Classification CodeCharacterA code indicating the group of taxes for reporting and processing purposes.
LineTax Classification NameCharacterThe display name of a group of taxes for reporting and processing purposes.
LineThird Party Tax Registration IDCharacterA unique identifier of the registration number assigned to the supplier or supplier site, when it is registered by a tax authority, and by which the party or party site registration will be identified.
LineThird Party Tax Registration NumberCharacterA unique sequence of letters and/or numbers assigned to the supplier or supplier site, when it is registered by a tax authority, and by which the party or party site registration will be identified.
LineProduct Fiscal Classification IDCharacterThe unique identifier of a classification used by a tax authority to categorize a product for a tax. There could be more than one by tax. For example, for Brazil two classifications are required.
LineProduct Fiscal ClassificationCharacterA code indicating the classification used by a tax authority to categorize a product for a tax. There could be more than one by tax. For example, for Brazil two classifications are required.
LineProduct Fiscal Classification NameCharacterThe display name of a classification used by a tax authority to categorize a product for a tax. There could be more than one by tax. For example, for Brazil two classifications are required.
LineUser Defined Fiscal ClassificationCharacterA coding indicating the classification for any tax requirement that you cannot define using the existing fiscal classification types.
LineUser Defined Fiscal Classification NameCharacterThe display name of a classification for any tax requirement that you cannot define using the existing fiscal classification types.
LineTransaction Business CategoryCharacterA code indicating the business classification used by Oracle Fusion Tax to identify and categorize an external transaction into an Oracle Fusion Tax transaction.
LineTransaction Business Category NameCharacterThe display name of a business classification used by Oracle Fusion Tax to identify and categorize an external transaction into an Oracle Fusion Tax transaction.
LineNegotiated By Preparer FlagY / NIndicates whether or not the requested item is negotiated with the supplier.
LineNegotiation Required FlagY / NIndicates whether or not a negotiation is required for the requested item.
LineService Level CodeCharacterA code indicating the priority of transportation that affects how quickly goods are transported. Applicable values are all codes of the lookup Carrier Service Levels.
LineHazard Class IDCharacterThe unique identifier of a classification of hazardous materials, to facilitate safety regulations compliance.
LineHazard ClassCharacterThe display name of a classification of hazardous materials, to facilitate safety regulations compliance.
LineUN Number IDCharacterThe unique identifier of a United Nations identification number for the hazardous material.
LineUN NumberCharacterThe display name of a United Nations identification number for the hazardous material.
LineCustomer Item NumberCharacterThe display name of a customers identification number or code for the goods ordered on your order line.
LineCustomer Item DescriptionCharacterA text description capturing a customers identification number or code for the goods ordered on your order line.
LineCustomer PO Line NumberCharacterThe display number used to identify a purchase order line from the customer that originated the sales order, which is being fulfilled by the material being procured in a drop ship arrangement.
LineCustomer PO NumberCharacterThe display number used to identify a purchase order from the customer that originated the sales order, which is being fulfilled by the material being procured in a drop ship arrangement.
LineCustomer PO Schedule NumberCharacterThe display number used to identify a purchase order schedule from the customer that originated the sales order, which is being fulfilled by the material being procured in a drop ship arrangement.
LineDeliver To Customer Contact IDCharacterThe unique identifier of a customer contact to which materials, being procured in a drop ship arrangement, need to be delivered.
LineDeliver To Customer Contact NameCharacterThe display name of a customer contact to which materials, being procured in a drop ship arrangement, need to be delivered.
LineDeliver To Customer Contact NumberCharacterThe display number used to identify a customer contact to which materials, being procured in a drop ship arrangement, need to be delivered.
LineDeliver To Customer Contact EmailCharacterThe e-mail for a customer contact to which materials, being procured in a drop ship arrangement, need to be delivered.
LineDeliver To Customer IDCharacterThe unique identifier of a customer to which materials, being procured in a drop ship or back to back arrangement, need to be delivered.
LineDeliver To Customer NameCharacterThe display name of a customer to which materials, being procured in a drop ship or back to back arrangement, need to be delivered.
LineDeliver To Customer NumberCharacterThe display number used to identify a customer to which materials, being procured in a drop ship or a back to back arrangement, need to be delivered.
LineDeliver To Customer Location CLLI CodeCharacterThe CLLI code for the customer location to which materials, being procured in a drop ship arrangement, need to be delivered.
LineDeliver To Customer Location Original System ReferenceCharacterThe original system reference for the customer location to which materials, being procured in a drop ship arrangement, need to be delivered.
LineDeliver To Customer Location IDCharacterThe unique identifier of a customer location to which materials, being procured in a drop ship arrangement, need to be delivered.
LineDeliver To Location CodeCharacterA code indicating the final delivery location for goods previously received from a supplier.
LineDeliver To Location IDCharacterThe unique identifier of a final delivery location for goods previously received from a supplier.
LineDeliver To Organization CodeCharacterA code indicating the organization to which the requested item should be delivered.
LineDeliver To Organization IDCharacterThe unique identifier of a organization to which the requested item should be delivered.
LineShip To Customer Contact IDCharacterThe unique identifier of a customer contact to whom materials, being procured in a drop ship arrangement, need to be shipped.
LineShip To Customer Contact NameCharacterThe display name of a customer contact to whom materials, being procured in a drop ship arrangement, need to be shipped.
LineShip To Customer Contact NumberCharacterThe display number used to identify a customer contact to whom materials, being procured in a drop ship arrangement, need to be shipped.
LineShip To Customer Contact EmailCharacterThe e-mail address of a customer contact to whom materials, being procured in a drop ship arrangement, need to be shipped.
LineShip To Customer IDCharacterThe unique identifier of a customer to whom materials, being procured in a drop ship or a back to back arrangement need to be shipped.
LineShip To Customer NameCharacterThe display name of a customer to whom materials, being procured in a drop ship or a back to back arrangement, need to be shipped.
LineShip To Customer NumberCharacterThe display number used to identify a customer to whom materials, being procured in a drop ship or a back to back arrangement, need to be shipped.
LineShip To Customer Location CLLI CodeCharacterThe CLLI Code for the customer location where materials, being procured in a drop ship arrangement, need to be shipped.
LineShip To Customer Location Original System ReferenceCharacterThe original system reference for the customer location where materials, being procured in a drop ship arrangement, need to be shipped.
LineShip To Customer Location IDCharacterThe unique identifier of a customer location where materials, being procured in a drop ship arrangement, need to be shipped.
LineSales Order NumberCharacterThe display number used to identify a backing customer sales order number.
LineSales Order Line NumberCharacterThe display number used to identify a backing customer sales order line number.
LineSales Order Schedule NumberCharacterThe display number used to identify a backing customer sales order schedule number.
LineWork Order IDCharacterThe unique identifier of a contract manufacturing work order.
LineWork Order NumberCharacterThe display number used to identify the finished goods product of a contract manufacturing work order.
LineWork Order ProductCharacterThe display name of the finished goods product of the contract manufacturing work order.
LineWork Order Operation IDCharacterThe unique identifier of a contract manufacturing work order operation.
LineWork Order Operation SequenceCharacterThe sequence number of work order operation.
LineWork Order Sub Type CodeCharacterThe code of the work order sub type.
LineLocation Of Final Discharge IDCharacterThe unique identifier of a final destination location for the purchases made by the customer. The location of the final customer or where the goods would be used is not necessarily the same as the initial ship-to location.
LineLocation Of Final Discharge CodeCharacterA code indicating the final destination location for the purchases made by the customer. The location of the final customer, or where the goods would be used, is not necessarily the same as the initial ship-to location.
LineMode Of Transport CodeCharacterThe display name of a mode of transportation used to describe the movement of goods.
LineCarrier IDCharacterThe unique identifier of the company that transports goods from one point to another by land, sea, or air.
LineCarrierCharacterThe display name of the company that transports goods from one point to another by land, sea, or air.
LineRequested Ship DateDateThe date when the buying company has requested the ordered item is ready to be shipped.
LineRequested Delivery DateDateThe date when the buying company has requested the ordered item or service to be delivered.
LineDays Early Receipt AllowedCharacterThe maximum acceptable number of days early for receipts.
LineDays Late Receipt AllowedCharacterThe maximum acceptable number of days late for receipts.
LineConfigured Item FlagY / NIndicates whether the requisition line is for a configured item and configuration details might exist.
LineOrchestration CodeCharacterA code indicating if the integrating application is synchronizing changes between their application and Oracle Fusion Procurement. Example values include DOO_TRACKED and SCO_TRACKED.
LineGroup CodeCharacterA code indicating the option by which the requisition lines are grouped when they are being processed by the import program. Requisition lines that are grouped together will be put on the same requisition header. Valid values include none, buyer, category, item, location, and supplier.
LineOver Receipt Tolerance PercentCharacterThe tolerance that allows a purchase order schedule to receive more than ordered quantity or amount without triggering the over-receipt action.
LineBack To Back FlagY / NIndicates whether the purchase order schedule has a backing sales order that is fulfilled using a back to back order.
LineAutosource FlagY / NIndicates whether supplier and price information is derived from source purchase agreements.
LineLine Attribute CategoryCharacterThe user descriptive flexfield structure.
DistributionInterface Distribution KeyCharacterThe cloud interface alternate distribution key code, for integrating applications to be able to identify the requisition distribution data loaded in the interface table.
DistributionPercentCharacterThe percentage of the requisition distribution.
DistributionDistribution AmountCharacterThe total amount of the distribution according to the distribution quantity and requisition line price.
DistributionDistribution QuantityCharacterThe quantity for the requisition distribution.
DistributionBudget DateDateThe date used to derive the budget period from which budget is consumed.
DistributionCharge Account IDCharacterThe unique identifier of the General Ledger charge account.
DistributionCharge Account Segment1CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment2CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment3CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment4CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment5CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment6CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment7CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment8CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment9CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment10CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment11CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment12CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment13CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment14CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment15CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment16CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment17CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment18CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment19CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment20CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment21CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment22CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment23CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment24CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment25CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment26CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment27CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment28CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment29CharacterThe charge account key flexfield segment.
DistributionCharge Account Segment30CharacterThe charge account key flexfield segment.
DistributionProject IDCharacterThe unique identifier of a project.
DistributionProject NumberCharacterThe number assigned to a project. A project is a finite endeavor (having specific start and finish dates) undertaken to create a product or provide a service.
DistributionProject NameCharacterThe display name of a project. A project is a finite endeavor (having specific start and finish dates) undertaken to create a product or provide a service.
DistributionProject Task IDCharacterThe unique identifier of the number of a task which is a subdivision of project work.
DistributionProject Task NameCharacterThe display name of a task which is a subdivision of project work.
DistributionProject Organization IDCharacterThe unique identifier of the organization that incurred the cost on the expenditure item.
DistributionProject Organization NameCharacterThe display name of the organization that incurred the cost on the expenditure item.
DistributionProject Expenditure Item DateDateThe specified day when the expenditure item was incurred.
DistributionProject Expenditure Type IDCharacterThe unique identifier of a classification of cost that is assigned to each expenditure item. Expenditure types are grouped into cost groups (expenditure categories) and revenue groups (revenue categories).
DistributionProject Expenditure Type NameCharacterThe display name of a classification of cost that you assign to each expenditure item. Expenditure types are grouped into cost groups and revenue groups.
DistributionProject Capitalizable FlagY / NIndicates whether or not the expenditure item is capitalizable after it is fully processed. The debit amount for a capitalizable transaction is generally made to a construction in progress account.
DistributionProject Work Type IDCharacterThe unique identifier of a classification of the work associated with a task.
DistributionProject Work Type NameCharacterThe display name of a classification of the work associated with a task.
DistributionProject Billable FlagY / NIndicates whether or not the expenditure item is billable after it is fully processed.
DistributionProject Funding Allocation IDCharacterThe unique identifier of the project funding override. This attribute is used when Oracle Fusion Project Billing or Oracle Fusion Grants Management is installed.
DistributionProject Funding Source NameCharacterThe display name used to identify the funding source associated with a sponsored project.
DistributionProject Context CategoryCharacterAn attribute that determines which contextual segments of a descriptive flexfield to display for a transaction. For example, an expense report transaction may have different descriptive flexfield segments defined as compared to a time card transaction.
DistributionProject Contract IDCharacterThe unique identifier of the contract. This attribute is used when Oracle Fusion Project Billing or Oracle Fusion Grants Management is installed.
DistributionProject Contract NameCharacterName of the contract. This attribute is used when Oracle Fusion Project Billing or Oracle Fusion Grants Management is installed.
DistributionProject Contract NumberCharacterNumber of the contract. This attribute is used when Oracle Fusion Project Billing or Oracle Fusion Grants Management is installed.
DistributionProject Contract Line IDCharacterThe unique identifier of the contract line. This attribute is used when Oracle Fusion Project Billing or Oracle Fusion Grants Management is installed.
DistributionProject Reserved Attribute1CharacterThe reserved descriptive flexfield segment for future project related functionality.
DistributionDistribution Attribute CategoryCharacterThe user descriptive flexfield structure.

Preferences

Requisitioning mobile app allows defining the following preferences to control the field behaviour. Preferences are entered in the Description field of the Lookup Code section. The format to enter Preference and its value is

PreferenceName[PreferenceValue]

The preference value is specified within the square brackets. The administrator can choose to use one or more preferences. When using multiple preferences, enter pipe (|) delimiter between preferences.

Mandatory

The Mandatory Preference is used to specify a field as mandatory. Mandatory Preference allows Y or N value. Enter Mandatory[Y] to indicate a field required in the mobile app. By default, all fields are set as non-mandatory.

The Mandatory field validation check is performed when a user submits the Requisition for creation.

UserOverride

The administrator can set up fields such that the user is not allowed to override values in the mobile app. UserOverride Preference allows Y or N value. When using UserOverride[N] preference, the administrator must ensure to specify a default value using DefaultValue or DefaultFromSQL preferences. By default, all fields are set as UserOverride[Y].

ShowByDefault

The ShowByDefault preference defines whether a field gets displayed to the user while entering Requisition in the mobile app. ShowByDefault Preference allows Y or N value. Using ShowByDefault preference, the administrator can determine fields that the user should see when entering a Requisition. When using ShowByDefault[N] preference, the administrator must ensure to specify a default value using DefaultValue or DefaultFromSQL preferences. By default, all fields are set as ShowByDefault[Y].

The user can override ShowByDefault Preference from the Field Setup section in the mobile app.

The usage of this Preference is to define fields like Initiate Approval, where the administrator doesn’t want the mobile user to override field value in the mobile app.

DefaultValue

The DefaultValue Preference defines a static default value of a field. The default value is specified within the square brackets. Example, to default the value “INCOMPLETE” in the Document Status Code field, set DefaultValue[INCOMPLETE] as Preference.

To define a default value for fields having Y / N data type, specify value true or false in the DefaultValue Preference.

By default, the user can override the default value in the mobile app. To stop the users from overriding default value use preference UserOverride.

DefaultFromSQL

The DefaultFromSQL Preference defines a default value based on the SQL select statement. Configuring DefaultFromSQL is a two-step process

a. Define the SQL to fetch data based on user:

  1. Navigate to BI Report /custom/SL_Templates/MobileCreateReq/UserSQLDefaultsReport
  2. Add an SQL statement that returns a single row with two-columns, SQL_OUTPUT and FIELD_VALUE. Specify the field name in SQL_OUTPUT column, the field name specified as SQL_OUTPUT is used as DefaultFromSQL preference value. FIELD_VALUE column should contain the value that gets defaulted in the mobile app.
  3. If required, use parameter SL_USER_NAME to filter records using username accessing the mobile app.
  4. NOTE: The SQL query specified in /custom/SL_Templates/MobileCreateReq/UserSQLDefaultsReport gets executed when the user logs in after entering their username and password.

b. Specify Preference using DefaultFromSQL: Enter the value of DefaultFromSQL Preference the value in SQL_OUTPUT field in UserSQLDefaultsReport report. Example, if the value of SQL_OUTPUT field is PREPARER_NAME, then enter DefaultFromSQL[PREPARER_NAME] in the Preference.

In the Fields Setup section, the value specified in DefaultFromSQL Preference appears with “SQL:” prefix. Example, the user sees SQL:PREPARER_NAME as the value in the Field Setup. When the user creates a Requisition, they see the FIELD_VALUE fetched from the SQL statement.

By default, the user can override the default value in the mobile app. To stop the users from overriding default value use preference UserOverride.

Defaulting field values

The following data flow demonstrates how data gets defaulted in the mobile app.

Step 2. Setup FieldsSetupVersion preference

After configuring Lookup Type linked with the mobile app for user validation, it is mandatory to setup FieldsSetupVersion preference in the lookup. FieldsSetupVersion preference value is used to control if Requisition fields should refresh in the mobile app using the latest setup in SL_REQUISITIONING_FIELDS_SETUP Lookup Type. The following flow highlights how FieldsSetupVersion preference triggers the operation to refresh fields from SL_REQUISITIONING_FIELDS_SETUP Lookup Type in the mobile app.

Admin Guide

The instructions to administer the Requisitioning app are common across all Simplified Loader applications. Click here to view the Admin Guide. Additionally, the administrator can centrally control the mobile app’s fields by following the First Time Setup instructions.

User Guide

The instructions to setup app for first-time usage and login are common across all Simplified Loader applications. Click on the links below to setup and login into SL Requisitioning app
1. First-time app setup
2. Login

Requisitioning Page

After a successful login, the Requisitioning page is displayed to the user. This page contains four sections,

1. Setup: The Setup button is located at the top right-hand side of the Requisitioning page. The Setup page allows retrieving lookup values from Oracle Fusion and to set up fields used for entering Requisition. Click here to read more about the Setup page.

2. Create Requisition: The top part of the Requisitioning page contains navigation to create a new Requisition based on the fields setup. Click here to read more about Create Requisition.

3. Review and edit existing Requisitions: The user can review, edit, duplicate, or delete Requisitions entered using the mobile app. The changes (editing, copying, or deleting Requisition) performed using this section are not sent immediately to Oracle Fusion. Example, duplicating Requisition in the mobile app will create a copy in the mobile app only and not in Oracle Fusion. Similarly, deleting a Requisition from the mobile app will only delete from the mobile app and not from Oracle Fusion. The only operation that sends Requisition details to Oracle Fusion is the Submit button in the Create Requisition page.

4. Logout: The Logout button is located at the top left-hand side of the Requisitioning page. The Logout button takes the user back to the login page.

Setup

The Setup page allows retrieving lookup values from Oracle Fusion and to set up fields used for entering Requisition.

Lookup Values

Use the Lookup Values section to pull the latest lookup values list from Oracle Fusion. The user should refresh lookups on a need by basis. To start the lookup process, click on the Refresh Lookups button. After successful lookup values refresh, the last refresh date/time is displayed next to the Refresh Lookups button.

Fields Setup

Fields Setup section displays all fields based on the configuration in Configure fields used by the mobile user. For each Requisition field, this section shows the following four details:

1. Default value – Setup by Admin: This is a read-only field and displays the default value set up by the administrator.

2. Default value – User Override: Use this field to enter the default value. When creating a new Requisition or Requisition Line or Distribution, the value entered in this field will get defaulted on Requisition.
The administrator may choose to disable data override on a field. In such cases, the ‘Default value – User Override’ field will display as a read-only field.

3. Show field – Setup by Admin: This is a read-only field to indicate if an administrator wants to display a field in Create Requisition page.

4. Show field – User Override: Use this field to override the ‘Show field’ default behaviour set up by the administrator.

Create Requisition

The Create Requisition page allows entering Requisition Header, Line, and Distribution details. The user can click on the magnifying lens to search values downloaded using Refresh Lookups operation. After completing data input in all fields, click the Submit button to send Requisition details to Oracle Fusion. When submitting Requisition, the mobile app validates if data is entered in all mandatory fields. As part of the Submit operation, the mobile app populates Load Status to indicate if Requisition is successfully created in Oracle Fusion. In the case of failure, the failure message is populated in the Error Message field.