Purchase Requisition Creation Guide

Conversational Oracle Self Service Procurement AI agent (agent code ORA_REQUISITION_CREATION_GUIDE) that guides an authorised requester or preparer through catalog and noncatalog purchasing, adds lines to the shopping cart, and submits the resulting purchase requisition from the chat.

Recorded characteristics

Function

Launched from the Ask AI action on the Self Service Procurement home page. The requester states a purchasing need in natural language. Oracle documents that the agent evaluates applicable published procurement policy documents before catalog search (continue, guide, restrict, block, or ask follow-up questions), then searches catalog content available to the requester and returns the top three matching results with the first tagged best match based on search relevance score. Results can include master items, agreement lines (including amount-based agreement lines) and matching smart forms. The requester can add the best match or use Request Change to select other lines, then clicks Approve to see the cart summary. For noncatalog requests the agent initiates a line with description from the user input, a category from the Best-Fit Purchasing Category Recommendation feature, quantity defaulted to 1 and functional currency; the requester approves or requests changes, supplies price and UOM, and the noncatalog line is then created. Oracle states the agent is used to create and submit purchase requisitions, and that once the requisition is submitted from the chat the requisition number is returned hyperlinked to the requisition details page. Downstream requisition approval, purchase order creation, supplier commitment, inventory movement, receipt, invoicing and payment are not part of this capability.

Data access

Catalog content available to the requester (master items, agreement lines, amount-based agreement lines, smart forms, item images, descriptions, currency, price, unit of measure, category, agreement number), the purchasing category index, published policy documents in the Purchase Requisition Creation Policy Document tool, requisition preferences (delivery address, project information, functional currency), and for internal material transfer items the available quantity at the preferred source and up to five alternate sources. Access to supplier financial data, contracts or wider procurement records is not established.

Actions

Can take actions

External actions

Unknown

Human confirmation

Required

Permission basis

User permissions

Administrative control

Administrator must specify agent code ORA_REQUISITION_CREATION_GUIDE in Visual Builder Studio (Self Service Procurement - Home > Page Properties > Self Service Procurement AI Agent Code); set ORA_ASE_SAS_INTEGRATION_ENABLED to Yes at site level; run the Prepare the Purchasing Category Suggestion Model job and schedule an AI Agent Studio agent team running the Self Service Procurement Vector Index Generator workflow to index purchasing categories. Policy evaluation additionally requires uploading policy documents to the Purchase Requisition Creation Policy Document tool, running the Process Agent Documents scheduled process and confirming Published status. Runtime access requires duty roles (26C: Purchase Requisition Creation Workflow Duty ORA_DR_POR_REQUISITION_SELF_SERVICE_USER_DUTY; 26D: Purchase Requisition Agent Runtime Duty ORA_POR_REQUISITION_AGENT_RUNTIME_DUTY and Fai Genai Agent Runtime Duty ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY), enabled permission groups in the Security Console, an AI Agent Workflow data security policy for family PRC, and page-access privileges. Administrators can disable policy evaluation ("disablePRCreationPolicyAssistant": true) or noncatalog request creation ("isNCREnabled": false) through the Self Service Procurement AI Agent Input Context page property. The seeded agent, including the Approve and Request Change prompts, cannot be modified.

Default state

Disabled

Availability

Oracle Fusion Cloud Self Service Procurement, Redwood platform, Ask AI action on the Self Service Procurement home page. Introduced in update 26B as the Purchase Requisition Creation Guide AI agent; extended in 26C with policy evaluation, direct noncatalog starter questions, internally orderable items, amount-based catalog services, smart forms, service-based noncatalog requests, preferred supplier defaulting and requester update on the cart; extended in 26D with multilingual interaction and internal material transfer supply availability. 26D lists previously delivered privileges View Total On Hand Quantity in Supply Source (DOS_VIEW_AVAILABLE_ONHAND_QTY_PRIV) and Allow Users to Shop from All Supply Sources during Catalog Shopping (POR_ALLOW_SHOPPING_FROM_ALL_SOURCES_PRIV).

Licensing

No explicit entitlement or licensing terms are stated by Oracle for this agent in the reviewed documentation.

External model or provider

Oracle states, as a tip and consideration, that "for the best experience, this feature uses the GPT-5 Mini (Oracle Premium) model" (26D), and that "for the best experience, the policy assistant uses the GPT-5 Mini (Oracle Premium) model" (26C). Oracle does not state that this model is mandatory, and no direct commercial relationship with a model provider is established here.

Limitations and uncertainty

Catalog search returns only the top three matching results. In 26B only master items and agreement lines of line type Goods were returned and items that are only internally orderable were excluded; 26C added internally orderable items, amount-based agreement lines and smart forms. Punchout catalogs, informational templates and search items are not returned. Noncatalog category quality depends on the Best-Fit Purchasing Category Recommendation feature and the purchasing category index; if that feature is not enabled, no category is determined. The defaulted preferred supplier cannot be changed inside the agent; the supplier must be changed in the cart after the line is added. If multiple preferred suppliers are defined for the same category and context, the agent defaults the first in the list. If no published policy documents exist the agent behaves as though no policy applies. Noncatalog requests and internal material transfers are not available when the agent is used through a guided journey. Internal material transfer supply information is shown only when the requested quantity exceeds the preferred-source quantity, with a maximum of five alternate sources sorted by ranking; if no quantity is given, quantity 1 is added by default. Supported languages are not enumerated by Oracle. Whether requisition submission can ever occur without an explicit user submission step, AI-specific audit or trace behaviour, downstream approval behaviour, external-system action, and the exact permission constraints on updating the requester in the cart are not established.

Evidence

• AI Agent: Purchase Requisition Creation Guide (Oracle Fusion Cloud Self Service Procurement What's New, Update 26B)

  Supports: Actions · General · Function · Human confirmation · Data access · Limitations · Admin controls · Default state · Primary source

  All items added appear in the cart along with previously added items; delivery address, line quantity and line removal can be modified in the cart; once the requisition is submitted from the chat the requisition number is displayed, hyperlinked to the requisition details page.

  Agent Code ORA_REQUISITION_CREATION_GUIDE, Agent Name Purchase Requisition Creation Guide.

  "As a preparer, you can now use the Purchase Requisition Creation Guide AI agent to create and submit purchase requisitions." Launched from the Self Service Procurement Home page via the Ask AI action in the More Actions menu; the conversation starts by stating what you need to buy. Top three matching results are shown with one tagged best match, the first item returned based on the search relevance score. The requester adds the best match or clicks Request Change to choose other lines, can select multiple items, and on Approve the cart summary is displayed. A noncatalog request is initiated with description from user input, category from the Best-Fit Purchasing Category Recommendation feature, quantity defaulted to 1 and functional currency; after approval the agent asks for Price and UOM and the noncatalog request line is created.

  The documented flow requires the requester to select or accept results, click Approve for captured values, and submit the requisition from the chat; the agent displays error messages if validations fail while adding an item to the cart or submitting the requisition.

  Search results include images, item descriptions, currency, price, unit of measure, item category, and the agreement number when an agreement exists; field validation covers description, category, quantity, UOM, price and currency.

  Only master items and agreement lines assigned to line type "Goods" are returned; master items that are only internally orderable are excluded, as are smart forms, informational templates, punchout catalogs and search items (26B behaviour). If the Best-Fit category feature is not enabled or set up, no category can be determined when the noncatalog flow starts.

  Setup requires the Prepare the Purchasing Category Suggestion Model ESS job, a scheduled AI Agent Studio agent team running the Self Service Procurement Vector Index Generator workflow for PURCHASING_CATEGORIES, the Visual Builder Studio page property agent code ORA_REQUISITION_CREATION_GUIDE, and the ORA_ASE_SAS_INTEGRATION_ENABLED profile option set to Yes at site level. The seeded agent cannot be modified, including the Approve and Request Change prompts.

  The agent is available only after the documented configuration; if the agent code is set up incorrectly the Ask AI button still appears but the drawer does not launch.

• AI Agent: Purchase Requisition Creation Guide - Additional Capabilities and Policy Compliance (Update 26C)

  Supports: Function · Data access · Actions · Limitations · Admin controls · Permission basis · External model · Primary source

  The agent can evaluate applicable procurement policies before catalog search and return results aligned with procurement rules; based on the policy it can continue the search, display guidance and continue, apply policy-based restrictions, stop the search when the purchase is blocked, or ask follow-up questions. Noncatalog requests can be started directly from starter questions; results can include amount-based agreement lines and matching smart forms; noncatalog requests support services billed by quantity or amount, with the agent determining item type from the request details. The agent supports internal material transfers using the same eligibility rules and sourcing logic as standard catalog search, with source organization and transfer price reviewable in the cart before submission.

  The agent evaluates only published policy documents from the Purchase Requisition Creation Policy Document tool, using attributes such as requisitioning business unit and ID, destination organization and code, deliver-to location and code, deliver-to address, destination type and code, and the item or service details entered in chat. Project information defaults onto the requisition line from requisition preferences.

  The agent defaults a preferred supplier on a noncatalog line from published policy documents for the defaulted or selected category and reevaluates it if the category changes before the line is added to the cart. The requester on the cart can be updated from the agent, applying to all lines, with the deliver-to location defaulting from the selected requester unless specified.

  The defaulted preferred supplier cannot be changed in the agent; the supplier must be updated in the cart after the line is added, and where multiple preferred suppliers exist for the same category and context the first in the list is defaulted. If no published policy documents are available the agent behaves as though no policy applies. Noncatalog requests and internal material transfers are not available when the agent is used through a guided journey.

  Policy evaluation requires uploading documents to the Purchase Requisition Creation Policy Document tool with status Ready to Publish, running the Process Agent Documents scheduled process, and verifying Published status. Policy evaluation and noncatalog creation can each be disabled through the Self Service Procurement AI Agent Input Context page property.

  Users interacting with agents in product pages require a configured job role containing Purchase Requisition Creation Workflow Duty (ORA_DR_POR_REQUISITION_SELF_SERVICE_USER_DUTY), enabled permission groups in the Security Console, an AI Agent Workflow data security policy for family PRC, and privileges allowing access to the pages where AI agents are enabled. AI Agent Studio management duties are separate administrator setup duties.

  Tips and considerations: "For the best experience, the policy assistant uses the GPT-5 Mini (Oracle Premium) model."

• Purchase Requisition Creation Guide - Support multilingual interactions and display on-hand quantity for internal material transfers (Update 26D)

  Supports: Function · Human confirmation · Limitations · External model · Permission basis · Data access · Availability · Primary source

  The guide supports conversations started in the user's preferred language and responds in the same language while guiding requisition creation. After an internal material transfer item and quantity are provided, it checks availability at the preferred source and, when insufficient, shows the requested quantity, the preferred source with its available quantity, and up to five alternate sources.

  The requester decides how to proceed: continue with the preferred source, change the requested quantity, select an alternate source, or change both; the cart can be reviewed and quantity or supply source changed for applicable lines.

  Supply availability and alternate-source details are displayed only when the requested quantity exceeds the quantity available at the preferred source; if the preferred source has sufficient quantity the item is added without showing supply information; a maximum of five alternate sources is displayed, sorted by ranking; when no quantity is provided the guide adds quantity 1 by default. Supported languages are not enumerated.

  Tips and considerations: "For the best experience, this feature uses the GPT-5 Mini (Oracle Premium) model."

  26D runtime duty roles for interacting with agents in product pages: Purchase Requisition Agent Runtime Duty (ORA_POR_REQUISITION_AGENT_RUNTIME_DUTY) and Fai Genai Agent Runtime Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY), assigned to the user's own custom job role with permission groups enabled and page-access privileges.

  Previously delivered privileges View Total On Hand Quantity in Supply Source (DOS_VIEW_AVAILABLE_ONHAND_QTY_PRIV) and Allow Users to Shop from All Supply Sources during Catalog Shopping (POR_ALLOW_SHOPPING_FROM_ALL_SOURCES_PRIV) govern the supply information available.

  Documented as an AI agent on the Redwood platform in Oracle Fusion Cloud Self Service Procurement update 26D, referring back to the 26B and 26C Purchase Requisition Creation Guide features as the same agent.

• Procurement Request Concierge (Oracle Fusion Cloud Self Service Procurement What's New, Update 26D)

  Supports: General · Primary source

  Boundary: Procurement Request Concierge is a separate conversational entry point that recognises intent and directs the conversation to an eligible specialized assistant, and "the specialized assistant completes the task."