Author Archives: shivmohan purohit

Introduction – Gaurav Upmanyu – Oracle R12 – Supply Chain

Hi Readers,

Here I like to introduce to our NEW expert and contributor in Supply Chain Area.

Gaurav is Oracle SCM Functional Consultant with expertise in Order to Cash, Configure to Order and Procure to Pay business transactions with experience in Manufacturing, Trading, Construction and Oil & Gas companies.

He is having functional and technical expertise and available and open to help you out. Be free to ask your questions or queries.

thanks –


Oracle Concept : Oracle Purchasing : Requisitions and Types

Purchase Request is a precise document generated by an internal or external organization to notify the purchasing department of items it needs to order, their quantity, and the time frame that will be given in the future

A requisition is used in business as an internal document used to notify stores or the purchasing department of items that are needed or need to be ordered. It sets out the quantity and the time frame. It may also contain the authorization to proceed with the purchase if the required items are not available in stock.

A purchase requisition is not a purchase order and therefore should never be used to purchase goods or services or be used as an authorization to pay an invoice from a supplier or service provider.

Requisitions in Oracle

Purchase Requisitions

Use the Requisitions window to create requisitions. You must choose the requisition type (internal or purchase). You can also provide a description, unlimited notes, and defaults for requisition lines. For each requisition line, you choose the item you want to order along with the quantity and delivery location. You can get sourced pricing from catalog quotations or open blanket purchase agreements. You can also choose a price from a list of historical purchase order prices. In the Distributions window, you can charge the item to the appropriate accounts, or you can let the Account Generator create the accounts for you. Once you complete the requisition, you send it through the approval proces

Internal Requisitions

Unlike purchase requisitions, which are supplied from purchase orders, internal requisitions are supplied from internal sales orders. Internal requisitions are not picked up when you AutoCreate RFQs or purchase orders, nor can they be assigned to a buyer in the Assign Requisitions windo

Oracle Tables

  1. PO_REQUISITION_HEADERS_ALL (SEGMENT1 column in this table represents the requisition number)

This table stores Header information of a Purchase Requisition.

Important columns of this table:

REQUISITION_HEADER_ID:        It is a unique system generated Requisition identifier

PREPARER_ID:                           It is a unique identifier of the employee who  prepared the requisition

SEGMENT1:                                It is the Requisition number

AUTHORIZATION_STATUS:         Authorization status type

TYPE_LOOKUP_CODE:              Requisition type

ORG_ID:                                      Unique Operating unit unique identifier

You can get REQUISITION_HEADER_ID by executing the following command:


This table stores information about Requisition lines in a Purchase Requisition. This table stores information related to the line number, item number, item category, item description, item quantities, units, prices, need-by date, deliver-to location, requestor, notes, and suggested supplier information for the requisition line.

Important columns of this table:

REQUISITION_HEADER_ID:        It is a unique system generated Requisition identifier


LINE_NUM:                                   Indicates the Line number

LINE_TYPE_ID:                             Indicates the Line type

CATEGORY_ID:                             Unique Item category identifier

ITEM_DESCRIPTION:                   Description of the Item
QUANTITY NUMBER:                   Quantity ordered


This table stores information about the accounting distributions of a requisition line. Each requisition line must have at least one accounting distribution. Each row includes the Accounting Flexfield ID and Requisition line quantity.

Important columns of this table:

DISTRIBUTION_ID:                     Unique Requisition distribution identifier
REQUISITION_LINE_ID:             Unique Requisition line identifier
CODE_COMBINATION_ID:         Unique General Ledger charge account identifier
DISTRIBUTION_NUM:                Distribution number

How to give your first presentation : As a Oracle Consultant Perspective

Giving Presentations for Work, Training or any other purpose is very common now days. It involve creating powerpoint slides, notes and delivering it.  Here i am trying to put some points on how to make your first presentation as better and learning experience.

Theme : Create and Deliver


1. Analyse Audience :  Understand who are your audience, their knowledge level, experience level, Group size etc.

2. Research your topic : Do some learning on Topic and brush up your knowledge. Read user guide or whitepaper or discuss with friends or senior to brush it up.  User guide and Oracle support always good tools

3. Create simple Presentation ( Introduction , Body , Conclusion ) :  You are giving technical or functional presentation , so don’t worry about design , font etc etc. Focus on content and subject more.  Good Introduction to start as story , Body with your subject topic , conclusion as to finish up slides to summarize your topic

4. Note : for Each slide or topic, write down what you think of speaking. Writing will help to get more points and help in practicing.


1.  Voice : Try to be natural .  Try to make it as conversation or like you are explaining some new game to your friends.  Or you are telling movie review :) .  Keep voice consistent with pace and tone.

2. Body Language : Stay relax, feel relax.  Make good eye contacts. if you are nervous then look at people you feel comfortable.  Use your hands , arms and gesture.  Take pauses if needed.  don’t hurry.

3. Practice :   Practice , Practice and Practice ( 3 times at least ).  User full size mirror to do practice.  Record your voice in mobile phone. Even you can record your video and see it again and correct your words, language or body gestures and again practice.

4. Memorized your introduction and first 2 minute at least , this will create good start and good impression :)

4. Smile and confident : Always keep a genuine comfort smile and feel yourself confident.  Giving presention is regular activity as IT professional and slowly slowly you will master it.

After presentation , get feedback from audience and senior.

Keep learning and Keep Growing. Best of Luck

Oracle BPA – Bill Presentment Architecture – No more AR Invoice Print customization – How

Oracle BPA – Bill Presentment Architecture – No more AR Invoice Print customization – How

Every Financial implementation expect change in standard AR Invoice template layout. Now with BPA ( Bill Presentment Architecture ) , we can avoid any customization along with quite good handy feature…

have you seen  a new button available for completed transactions in the Transactions Workbench. The button opens a web-based window that shows the transaction details. this icon in the Transactions Workbench is for a Bill Presentment Architecture (BPA). The setup and wording of the window can be customized through the Bill Presentment Architecture module.

BPA is a module that allows you to retrieve billing data from multiple data sources for presentment on a bill. This means that the physically presented bill is no longer limited to information contained within Oracle Receivables. BPA provides template-based configuration of online and printed bills, giving you the ability to select the content of the bill, choose the layout design, display parent billing lines and drilldown details, and then set up the assignment of these billing templates by defining rules based on criteria you specify. By separating bill presentment from transaction accounting, Oracle BPA allows for more understandable and comprehensive bills, increasing the likelihood and timeliness of bill payment.

BPA provides the architecture to retrieve billing data from multiple sources, including transaction flexfields and other data not interfaced and stored in Oracle Receivables. Because bill presentment is not limited to transaction accounting information, you can present bills that are more comprehensive and meaningful to your customers.

With BPA, you first indicate the data sources that you want to collect billing data from. BPA provides a framework for collecting billing data stored in:

  • Oracle Receivables
  • Oracle applications seeded in BPA, such as Oracle Order Management and Oracle Service Contracts
  • Other Oracle applications
  • Legacy systems and other non-Oracle applications

You then design billing templates for each transaction class, choosing the layout and content to determine how you want billing data to appear in an online or printed bill, and assign the templates to customers or customer categories. You can print bills individually or in batches from your billing templates created within BPA or uploaded from external sources.

Customizing the bills that your customers see helps them reconcile bills with purchase requests and facilitates timely bill payment.

Your customers can view summarized billing information and drill down using hyperlinks to detailed billing information and other related details necessary to understand and pay the bill.

Here are the steps involve in summary :

  • Design layout and select content for a bill
  • Display on bills information that is not stored in Oracle Receivables
  • Create hyperlinks that enable access to related billing information
  • Display summary and child lines
  • Provide online drilldown to transaction line details
  • Upload external templates
  • Incorporate attachments on online bills
  • Assign bill formats to specific customers or user-defined customer categories
  • Print transactions and bills
  • Preview billing templates using real-time data

I will prepare more detail article with steps but in case if you are implementation AR Invoice printing then do reach out me to use this feature.


Introducing : Neeta Shelar : New Author & Contributor : Oracle Projects Accounting

Here i like to introduce New author and contributor on this blog. Her name is Neeta Shelar.

She is  having a total experience of 12 years, out of which 7 and half are in IT sector. She has been working as functional for Oracle Projects (primary skills) , AP & AR modules. In PA , She has worked on new roll outs, enhancements & R12 upgrade project.

She is having very practical and hands on expertise in Oracle and I am sure, All reader will get benefits of her knowledge and expertise in Oracle Projects Accounting, Billing, Costing and Oracle EBS in general.

Thanks – Shiv

Video : Oracle Unified Method ( OUM ) – An Overview

A video tutorial on Oracle Unified Method ( OUM ) – This helps in supporting complete enterprise IT Lifecycle. This Tutorial includes: definition of OUM, OUM focus areas and scope of OUM

How To Identify Where An Expense Report Is In the Process

You wish to identify where in the Expenses Process an Expense Report is by looking at the EXPENSE_STATUS_CODE in the table ap_expense_report_headers_all

The values for the column EXPENSE_STATUS_CODE in the table ap_expense_report_headers_all come from the Payables Lookup Code EXPENSE REPORT STATUS


Lookup Code Meaning




Pending Individual’s Approval


Pending System Administrator Action


Hold Pending Receipts


In Progress


Ready for Payment


Pending Payables Approval


Ready for Invoicing




Partially Paid


Payables Approved


Pending Manager Approval


Pending Payment Verification




Pending Your Resolution

















Expense report transaction has been inserted into the expense report transaction tables but have not passed the Payables Validation Function in the Server Side Validation Process of the Expense Report Workflow process. This transaction is not viewable in the Oracle Payables Enter Expense Reports Window.



Expense Report transactions has successfully passed the Payables Validation function in the Expense Report Workflow Server Side Validation Process and is viewable in the Oracle Payables Enter Expense Reports Window.
Transaction has not completed the Expense Report Workflow yet.



(10.7 – 11.0.2)
If Expense Report was created through the Web Interface (identified by the workflow_approved_flag), expense report transaction has successfully completed the Expense Report Workflow process and is ready to be picked up by Oracle Payables Invoice Import program.



Expense Report transaction has successfully completed the expense Report Workflow process and is ready to be picked up by Oracle Payables Invoice Import program.



If Expense Report transaction is created from the web (check the source), then expense report has been submitted, but not been manager or payables approved. Expense Report transactions not created from the web will have workflow_approved_flag = NULL.



Expense Report transaction has been saved and not yet fully completed or submitted.



Implicit save, in OIE.K/R12 there is an implicit save when navigating from one page to another.



Expense Report transaction has been Manager rejected.



Expense Report transaction has been Manager approved.



Expense Report transaction has been Payables approved.



Expense Report transaction has been ‘Automatically’ approved, i.e. Manager approved but Payables approval not needed because expense report didn’t need payables to check for receipts or policy.



Expense Report has been Withdrawn.



Expense Report transaction has been both Manager and Payables approved.