Quote to Purchase Requisition Assistant

An AI agent that extracts information from a supplier quotation PDF, maps it to purchase requisition fields, and creates a purchase requisition in draft mode for the user to validate before submission for approval.

Recorded characteristics

Function

Oracle documents that the Quote to Purchase Requisition Assistant converts supplier quotations into purchase requisitions: it extracts data from a supplier quotation PDF, uses AI to map that information to the fields for creating a purchase requisition, and then creates the requisition. Oracle states the requisitions are always created in draft mode, allowing users to validate the data before submitting them for approval, and that users are notified when a requisition is created successfully or when errors occur. Oracle documents three invocation mechanisms for the same conversion: an email trigger (introduced in update 25D and reconfigured in update 26C to be set up inside AI Agent Studio), initiation from chat by uploading a quotation (update 26B, delivered as the seeded Quote to Purchase Requisition Chat Assistant), and initiation from the Self Service Procurement home page menu (update 26C).

Data access

Oracle documents that the capability processes supplier quotation files: text-based PDF attachments only, with image-based ("scan to PDF") files not supported, and a file size limit of 50 MB. Where the email trigger is used, the agent reads emails forwarded to a configured Google-hosted or Microsoft-hosted inbound email account; only emails with attachments are processed, quotations in the email body are ignored, multiple attachments are not supported, and only emails from users with an active requisition preference are considered. Oracle states that extracted information is mapped to the fields for creating a purchase requisition but does not publish a complete list of the requisition fields populated. Oracle does document two supporting derivations: a purchasing category suggestion model, prepared by a scheduled job and trained on agreements and purchase orders, that suggests a category from the line item description, and a vector index of Fusion units of measure, loaded by the Self-Service Procurement Vector Index Generator agent, that is used to derive units of measure from supplier quotations.

Actions

Can take actions

External actions

Unknown

Human confirmation

Conditional

Permission basis

Mixed

Administrative control

An administrator must create an instance of the seeded "Quote to Purchase Requisition Assistant" agent in AI Agent Studio, using either Copy Template or Use Template, and publish that instance. Depending on the invocation mechanism, the administrator then links the instance: for the menu entry, by entering the agent instance code in the "Create Requisition from Supplier Quote AI Agent Code" common property of the Purchase Requisitions page in Oracle Visual Builder Studio; for email, by configuring an inbound email account and schedule under the Credentials and Triggers tabs in AI Agent Studio (previously an internet account plus the Process Emails for Procurement Transactions scheduled job); for chat, by creating a Guided Journey containing a Workflow Agent task and adding it to a Redwood page with Visual Builder Studio. Administration of these agents requires the PRC Intelligent Agent Management duty roles and the Fai Genai Agent PRC Administrator duty role. Oracle states the menu entry cannot be conditionally hidden once an agent code is configured; access is instead restricted by specifying a role on the agent team and withholding it, in which case users attempting to submit a quote receive an access error.

Default state

Disabled

Availability

Oracle introduced the capability in Oracle Fusion Cloud Self Service Procurement update 25D, added chat initiation in update 26B, and added menu initiation and the AI Agent Studio email trigger in update 26C. Oracle does not label the feature as preview or limited availability in this documentation. End users require a configured job role containing the Fai Genai Agent Runtime duty role, with permission groups enabled, plus access to the pages where the agent is enabled; menu invocation additionally requires the Access Intelligent Agent Chat privilege, and chat invocation is delivered through Guided Journey.

Licensing

Oracle does not state a separate licence or subscription requirement for this capability in the documentation reviewed; it is documented as a feature of Oracle Fusion Cloud Self Service Procurement configured through AI Agent Studio. Not established beyond that.

External model or provider

Not established. Oracle documents the capability as an AI agent built on seeded AI Agent Studio templates and does not identify an underlying model or model provider for this capability.

Limitations and uncertainty

The capability stops at a draft purchase requisition: Oracle states requisitions are always created in draft mode and that users validate the data before submitting them for approval. Oracle does not document the agent submitting requisitions for approval, approving them, or creating purchase orders. Only text-based PDF quotations up to 50 MB are supported; scanned image PDFs are not. Oracle does not publish the full list of requisition fields populated from a quotation, so the mapped field set is not established. Runtime identity differs by invocation mode and is only partly documented: for email-triggered processing Oracle states the person scheduling the job or setting up the email trigger needs the Requisition Management Using REST Service aggregate privilege because the requisition is created via REST with another person specified as the preparer, described by Oracle as an app-to-app invocation; for menu and chat invocation Oracle documents end-user runtime duty roles and agent access but does not state the identity under which the requisition is written. Whether the capability performs any state-changing action in a system outside Oracle Fusion Cloud is not established; reading a supplier quotation from a hosted mailbox is not documented as a state change. Documentation for earlier invocation mechanisms remains published alongside the newer ones, and the 25D setup path using an internet account and the Process Emails for Procurement Transactions scheduled job is described by Oracle as no longer required as of the 26C email trigger.

Evidence

• AI Agent: Quote to Purchase Requisition Assistant (Self Service Procurement, Update 25D)

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

  Extracts data from a supplier quotation PDF, uses AI to map the information to purchase requisition fields, and then creates the requisition; requisitions are always created in draft mode so users can validate the data before submitting them for approval, with notification on success or error.

  States that the assistant creates the purchase requisition, always in draft mode.

  Only text-based PDF attachments are supported; image-based scan-to-PDF files are not. Only emails with attachments are processed and only from users with an active requisition preference; Google- and Microsoft-hosted accounts only.

  Requisitions are always created in draft mode, allowing users to validate the data before submitting them for approval.

  The person scheduling the job must hold the Requisition Management Using REST Service aggregate privilege because the requisition is created via REST with another person specified as the preparer, described as an app-to-app invocation; end users need the Fai Genai Agent Runtime duty role.

  Administrators create and publish an instance of the seeded agent using Copy Template or Use Template, configure the forwarding email account, and schedule the Process Emails for Procurement Transactions job; management requires the PRC Intelligent Agent Management and Fai Genai Agent PRC Administrator duty roles.

  The capability operates only after an administrator creates and publishes an agent instance and configures an invocation mechanism.

  Documents the feature as introduced in Self Service Procurement update 25D.

  States that agent chat and directly uploading a supplier quotation were not supported at 25D, and that quotations in the email body are ignored.

• AI Agent: Quote to Purchase Requisition Chat Assistant (Self Service Procurement, Update 26B)

  Supports: Function · Data access · Admin controls · Availability · Primary source

  Confirms the chat route initiates the same automatic conversion of a supplier quotation into a purchase requisition, with users uploading quotations in the chat interface.

  Supplier quotation file size must not exceed 50 MB; only text-based PDFs are supported. A purchasing category suggestion model trained on agreements and purchase orders suggests categories from item descriptions, and a vector index of Fusion units of measure is used to derive units of measure from quotations.

  Requires creating and publishing the seeded chat assistant instance, adding a Workflow Agent task to a Guided Journey placed on a Redwood page with Visual Builder Studio, and running the category suggestion and vector index jobs; end-user access is granted by a role specified on the agent team security tab.

  Chat initiation introduced in update 26B via the seeded Quote to Purchase Requisition Chat Assistant.

• Launch Quote to Purchase Requisition Assistant from Menu (Self Service Procurement, Update 26C)

  Supports: Function · Admin controls · Permission basis · Default state · Availability · Limitations · Primary source

  States the same automatic conversion can now be initiated from the Self Service Procurement home page menu, and recounts the 25D email and 26B chat invocation mechanisms for the same feature.

  Administrators publish an agent instance and enter its code in the Create Requisition from Supplier Quote AI Agent Code property in Visual Builder Studio; the menu entry cannot be conditionally hidden, so access is restricted by placing a role on the agent team and withholding it.

  Menu invocation requires the end user to hold the Fai Genai Agent Runtime duty role with permission groups enabled and the Access Intelligent Agent Chat privilege, plus access to the underlying agent.

  The menu entry appears only once a valid agent instance code has been configured, and the agent instance must first be created and published.

  Menu initiation introduced in update 26C; setup no longer requires an internet account, scheduled job or guided journey.

  Successful requisition creation and errors are communicated to the user by email; the 50 MB quotation size limit applies.

• Use an Email Trigger with Quote to Purchase Requisition Assistant (Self Service Procurement, Update 26C)

  Supports: Function · Data access · Admin controls · Permission basis · Availability · External actions · Primary source

  Documents the current email trigger route to the same conversion, configured inside AI Agent Studio and linked to an agent instance.

  Only emails with attachments are processed, body quotations are ignored, multiple attachments are not supported, senders must have an active requisition preference, and only Google- and Microsoft-hosted accounts are supported.

  Email accounts are added under the Credentials tab in AI Agent Studio and linked to a published agent instance through the Triggers tab with a check schedule, replacing the separate internet account and the Process Emails for Procurement Transactions scheduled job.

  The person setting up the email trigger must hold the Requisition Management Using REST Service aggregate privilege, because the requisition is created via REST with another person specified as the preparer in an app-to-app invocation.

  Email trigger configuration within AI Agent Studio introduced in update 26C; the previously required scheduled job is no longer needed.

  Documents the agent reading quotation emails from a configured Google- or Microsoft-hosted inbound account; no state-changing action in an external system is documented.