Enhanced Purchasing View Coming July 15
The Requisitions screen in Oracle will be getting an updated look and feel to match the Redwood theme from last Fall. This Oracle release features a sleek page design, modernizing the look and feel of our Requisitioning process. This update is called Self Service Procurement.
How you purchase, the information needed to buy, and the supplier availability will remain the same. The only changes coming will be the Requisition screen. Our Purchase Orders (POs) to suppliers remain the same, as well as the other functions within Oracle.
Upcoming Self Service Procurement Drop-In Sessions
Join us next week during our drop-in sessions for a demo and additional support for Self Service Procurement requisitioning.
- Tuesday July 15 | 10am-11am via Zoom
- Wednesday July 16 | 3pm-4pm via Zoom
- Thursday July 17 | 9am-10am via Zoom
Resources
Login Link
- https://ekza.fa.us2.oraclecloud.com/
- Not seeing the new tile? Clear your cache & cookies, then try logging in using the short link above
Video
Catalog Guide
Non-Catalog Guides (Goods & Services)
- Self Service Procurement - Non Catalog - Goods (PDF)
- Self Service Procurement - Non Catalog - Services (PDF)
What’s Changing?
- Requisition Screens
- My Requisitions
- Cart
- Edit Requisition Screen Side-by-Side Overview
- User Preferences
Here is a preview of what is to come. Please note that we are continuing to receive minor changes to the screens as the development work continues.
When logging in, you’ll select "Purchase Requisitions (New)" to navigate to the new requisition screen. Please note, we will have the current (Legacy) and New Self Service Procurement requisition available in parallel to allow time for you to familiarize yourself before fully moving to the update.
Requisition Screens
After selecting the "Purchase Requisitions (New)" tile, the Self Service Procurement page will appear, where you will find our catalog and, if applicable, non-catalog purchasing.
My Requisitions
The "My Requisitions" at the bottom of the screen allows you to see any Requisition within Oracle and their status. You can see both the header and the line item details.
The search is dynamic, allowing you to search on any criteria, and results will appear. Searches include, but are not limited to, requestor name, supplier name, creation date, and category name(s). The search will default to requisitions entered by you and will also provide search suggestions.
Cart
After you finish shopping, the cart screen display (below) lets you view and edit the requisition before submitting into workflow. All approvals and current workflows will stay the same.
Edit Requisition Screen Side-by-Side Overview
To view the "Edit Requisition" screen (snapshot below, right image), click on the "pencil" icon located on the upper-right hand corner of the Requisition Summary screen.
As you can see below, the information fields have not been changed or altered. Specifically, the fields have been streamlined for a cleaner user experience.
User Preferences
You’ll setup your preferred default funding, or PPM project, and delivery location via the "Preferences" button. These will automatically load into every requisition at the header level, applying to all lines. You can leave the funding sources blank if you're someone who processes orders on behalf of others.
