R12 Oracle Purchasing Features

• Set-up includes Creating Users Adding Responsibility to the Users Creating Employees in Oracle HRMS Defining Jobs & Positions Associating Job & Position with the respective employees in

the organization. Associate employee with the User Ids Define Buyers Define Multi-Org Access Control (MOAC) Define Purchasing Options Define Document Security & Control Defining Approval Hierarchies for Document approval.

Basic Set-up

http://apps2fusion.com

Business Case

Your Manufacturing Plant, Inventory are Located in LONDON

Vision Corporation(Business Group)

A2F Industries(Operating Unit)

A2FM(Master Inv Org)

A2F2(Inv Org)

A2F1(Inv Org)

Organization Structure

• Set-up includes Define Document Styles Controlling Purchasing Periods Define UOM’s & Its Conversions Defining Items in Oracle Inventory.

Basic Set-up

Defining Multi Org Access Control (MOAC)

Multi-Org Access Control (MOAC)–Access multiple operating units from a single application responsibility

–Enable shared services while maintaining operating unit security

ApplicationResponsibility A

Operating unit Y Operating unit ZOperating unit X

Defining Multi Org Access Control (MOAC)

• Purchasing Options defines default value and controls for functions throughout Purchasing.

Defining Purchasing Options

Documents, Its Security & Control

Document Types & Sub Types

Requisitions Types

Purchase

Internal 1

Purchase Orders Types

Standard

Planned 2

RFQs Types

Bid

Standard

Catalog 3

Purchase Agreements

Types

Blanket

Contract 4

Quotations Types

Bid

Standard

Catalog 5

Releases Types

Blanket

schedule 6

Document Security Levels

Document Owner

Approvers Buyers Hierarchy All

Private

Purchasing

Hierarchy

Public

Document Access Levels

Document Approval Options

•Oracle Purchasing enables to approve any document in two ways

1. Employee / Supervisor Hierarchy2. Position Hierarchy

•The Method has to be opted and accordingly the application has to be set for the selected method.•The selection is done in the “Financials Options” window.

Document Approval Options

Document Approval Method Selection

Defining Document Styles

• Control the look and feel of the application to match the needs of different purchasing documents•Turn on or off various Oracle Purchasing features, simplifying the user interface.•Name Purchasing documents to match your organization’s business and naming conventions .

Controlling Purchasing Periods

• Control the Purchasing Periods defined in the Accounting Calendar window

Define UOMs & its Conversions

•A Unit Of Measure is a specified in all transactions.•Unit of Measure for same item may be different during various process. Hence conversions has to be established between Different UOMs

•A Unit Of Measure is a Value that specifies the quantity of an item

Bill of Materials

Planning & Procurement

Work In ProcessUOM:Each

UOM:Ton

UOM:Lot

Defining Items •To Procure the items required for the organization, First it has to be defined in the application.•Item Definition is performed in Inventory Module.•In this case, you will be procuring Radiator Parts for the Diesel Cars. Sl No

Sl No Item Number Part Name

1 Radiator Assembly XX_R

2 Radiator Body & Tank (1 no) XX_RBT

3 Radiator Fan (1 no) XX_RF

4 Radiator Cover (1 no) XX_RC

5 Radiator Rubber Mount (2 Nos) XX_RRM

6 Radiator Bolts (10 nos) XX_RB

7 Radiator Metal Grill XX_RMG

Defining Items

Supplier & Supplier Lists

Introduction

Your Company Suppliers

Suppliers

•Suppliers are a fundamental part of the entire “Procure to Pay” process. •In the Oracle E-Business suite they are central to the Procurement process and are shared by multiple applications.• We must define a supplier before performing activities within Oracle Purchasing and Payables. •The following examples list the areas in which you use suppliers.

Supplier

Supplier Lists

•Oracle Purchasing allows to create a supplier lists according to criteria we define, such as an item, manufacturing category, geographic location, or others. •We can combine supplier lists to produce many copies of our RFQ automatically. •Defining a Supplier List is completely optional. •If you routinely send RFQs to the same group of suppliers, it makes sense to set up a Supplier List. •When you create a RFQ, you can copy one or more of your suppliers defined in your Supplier List to your RFQ

Supplier Lists

Approved Supplier Lists

•All procurement organizations maintain lists that associate the items and services they buy with the companies who supply them, either formally or informally. •Data stored in a controlled.•Global repository containing relevant details about each ship-from/ ship-to/item relationship, is knows as an Approved Supplier List (ASL). •This repository includes information about all ASL suppliers with their business status like Approved, Debarred or New

Approved Supplier Lists

Professional Buyer’s Work Center

Professional Buyer’s Work Center (PBWC)

The Professional Buyer’s Work Center is a web-based workbench from which buyer can efficiently perform many of their daily tasks: •View and act upon requisition demand•Create and manage purchase orders•Create and manage purchase agreements•Run negotiation events including auctions and RFxs•Manage supplier information•Manage contract deliverables

PBWC - Benefits

Increase productivity: •Optimized for shared service centers•Streamlined interface increase efficiency•Seeded views for faster access of information•Custom views for access to information and to personally prioritize tasks

PBWC - Overview

• Requisitions• View and Process Requisitions into Orders or Sourcing Events

• Orders• Create and Manage Purchase Orders

• Agreements• Create and Manage Blanket and Contract Purchase Agreements

• Deliverables• Manage Procurement Contract Deliverables

• Negotiations• Access Oracle Sourcing

• Suppliers • Create and Manage Supply Base

PBWC – Requisition Management

A streamlined HTML user interface to look up and act upon requisitions: •Create purchase orders and solicitations for bids•Return requisition lines to requestors•Reassign requisition lines to other buyers•Split requisition lines in order to source from multiple suppliers•Replace one-off non-catalog requests with catalog items•View draft, approved, and processed requisitions

PBWC – Requisition Management

Demand Workbench - View and Process Requisition Queue

Requisition Summary – Inquire draft, approved and processed requisitions

PBWC – Requisition Management – Document Builder

PBWC – Requisition Management – Return Requisition Line

PBWC – Requisition Management – Split Requisition Line

PBWC – Requisition Management – Split Requisition Line

PBWC – Purchase Order Creation

PBWC – Purchase Order Creation

PBWC – Purchase Agreement Creation

PBWC – Purchase Agreement Creation

PBWC – Purchase Agreement Creation