BR.100 Po Global

AIM
BR.100_PO_GLOBAL
PURCHASING APPLICATION SETUP
NEW Setup Document
Author: Oracle Consulting

Creation Date: Nov 21,2005
Last Updated:
Document Ref: BR100_PO_GLOBAL
Version: 3.4
Doc Ref: BR100_PO_GLOBAL
Document Control
Change Record
Date Author Version Change Reference
Reviewers
Name Position
NEW Setup Document Document Control ii

File Ref: 663786714.doc
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Doc Ref: BR100_PO_GLOBAL
Contents
Document Control..........................................................................................................................ii
Application Setup Control Sheet - Purchasing...........................................................................1
Purchasing Organizations/PO: Define Locations.....................................................................4
Human Resources Job / HR: Define Jobs...................................................................................6
Purchasing Personnel/ HR: Create Employees.........................................................................7
Purchasing Approval/PO: Fill Employee Hierarchy...............................................................8
System Options/PO: Define Purchasing Options....................................................................9
System Options/PO: Define Receiving Options.....................................................................12
Purchasing Approval/PO: Define Document Types.............................................................14
Purchasing Approval/PO: Define Approval Groups............................................................23
Lookups, Classes, and Buyers/PO: Define Purchasing Lookups........................................24
Lookups, Classes, and Buyers/PO: Define Hazard Classes.................................................25
Lookups, Classes, and Buyers/PO: Define UN Number......................................................26
Standard Notes/PO: Define Standard Attachments..............................................................27
Document Controls/PO: Define Line Types...........................................................................29
PO: Define Suppliers....................................................................................................................30
System Options/PO: Define Profile Options..........................................................................31
PO: Profile Option Descriptions................................................................................................34
Open and Closed Issues for this Deliverable...........................................................................39

Open Issues.............................................................................................................................39
Closed Issues..........................................................................................................................39
NEW Setup Document Document Control iii

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Application Setup Control Sheet - Purchasing
Environment Name: Machine: Type (definition, execution, or both):
Workflow Set Up Responsibility Due Date QA Responsibility QA Due Date Signature Approval
SubWorkflow Name
Purchasing Setup
Local; See Inventory Setup

References, Tax Names, and PO: Define Cross Reference Documentation
Associations Types
Local (See Accounts Payable

References, Tax Names, and PO: Define Tax Names Setup Documentation)
Associations
GLOBAL for Multi-Org

Purchasing Organizations PO: Define Locations Locations (Finance PMO)
Local for Receiving

Locations
Global/Local
Purchasing Personnel PO: Define Job
Global for both Employees

Purchasing Personnel HR: Create Employees and Contractors
Local
Purchasing Approval PO: Fill Employee Hierarchy
(See Below Sub-sections)

System Options PO: Define Financial Options
Local and IMPORT

Supplier - Purchasing
AP
Supplier - Payables
AP
Encumbrance
AP
Tax
AP
Accounting
PO
Human Resources
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SubWorkflow Name
(See Below Sub-sections)

System Options PO: Define Purchasing Options
Global/Local
Accrual
Global/Local
Control
Global/Local
Default
Local
Internal Requisition
Global
Numbering
Local
Tax Defaults
Global/Local
System Options PO: Define Receiving Options
Global
Purchasing Approval PO: Define Document Types
Global
Purchasing Approval PO: Define Approval Groups
Local
Purchasing Approval PO: Assign Approval Groups
Global
Lookups, Classes, and Buyers PO: Define Purchasing
Lookups
Local
Lookups, Classes, and Buyers PO: Define Inspection Codes
Global
Lookups, Classes, and Buyers PO: Define Hazard Classes
Global
Lookups, Classes, and Buyers PO: Define UN Numbers
Local
Lookups, Classes, and Buyers PO: Define Buyers
Local (PO/OM)
PO: Define Freight Carriers
Global/Local
Standard Notes PO: Define Standard
Attachments
Global
Document Controls PO: Define Line Types
Local
Sourcing PO: Sourcing Rules
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SubWorkflow Name
Local
Sourcing PO: Assign Sourcing Rules
Global
System Options PO: Define Vendors
Global/Local
System Setup Profile Options
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Purchasing Organizations/PO: Define Locations
(Location information is stored in worksheet)
Purchasing>Setup>Organizations>Locations
NEW Process: Business Area: Date:
Purchasing Distribution 10-May-02
Control Number: Priority(H, M, L): Process Owner:
N/A H Global Sourcing
Description: Inter-organization shipping network information describes the relationships and accounting information that
exists between a shipping (from) organization that ships inventory to a destination (to) organization.
The Global team should create locations that are tied to the Operating Unit. The Local team can create all Receiving, Ship-to and Bill-To locations. The
naming convention for Ship-to and receiving locations .
<Location>
See Naming Conventions and Design Standards Document
Name
Inventory
Organization
Description
Address Style
Address
Contact
Ship-To Location
Ship-To Site Bill-To Site
Office Site Internal Site
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Receiving Site
Tax Name
EDI Location
Inactive Date
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Human Resources Job / HR: Define Jobs
Purchasing > Setup > Personnel > Jobs (Job information listed in worksheet)
GEPS Process: Business Area: Date:
N/A M Global Sourcing
Description: Use this form to define the structure of your Jobs. Value set globally defined and maintained. (See Value Set for additional values).
Job Group Purchasing Job Business Compensation Corporate Job Class Leadership Dates Dates
Types
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Purchasing Personnel/ HR: Create Employees
Purchasing > Setup > Personnel > Employees

Purchasing Distribution
N/A M Business Unit
Description: Employees and Contractors are extracted from the GEPS Corporate systems (Oracle 11.0.3 – Employees, CPA – Contractors)
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Purchasing Approval/PO: Fill Employee Hierarchy
Purchasing>Setup>Personnel>Position Hierarchy
N/A Global Sourcing
Description: Use this form to set up your Personnel Position Hierarchy.
<Position Hierarchy>
Name Hierarchy
<Version>
Number Date From Date To
<Position>
Name Holder Employee Number Exists in Hierarchy Number of Subordinates
<Subordinates>
Name Holder’s Name Holder’s Number Number of Subordinates
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System Options/PO: Define Purchasing Options
Purchasing>Setup>Organizations>Purchasing Options
Description: Use this form to set up your system Options. Oracle Purchasing lets you define specific categories of system Options when you enter one of
the following values in the Additional Purchasing Options field.
<Purchasing Options>
Default
See Local Setup MOR
Requisition Import Group-By Rate Type
1.00 See Local Setup

Minimum Release Amount Taxable
Cumulative Fixed
Price Break Type Price Type
30 See Local Setup

Quote Warning Delay RFQ Required
See Local Setup 0

Receipt Close (%) Invoice Close (%)
Direct 3 Way
Line Type Invoice Matching
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Control
10 (Not being used) nNo
Price Tolerance (%) Enforce Price tolerance
Advisory See Local Setup

Enforce Full Lot Quantity Display Disposition Messages
Received See Local Setup

Receipt Close Point Notify if Blanket PO Exists
Optionally Yes
Cancel Requisitions Allow Item Description
Update
No
Security Hierarchy Enforce Buyer Name
Yes
Enforce Vendor Hold
Numbering
Entry Type Next Number
Automatic Numeric Starting number from Global Sourcing Number

RFQ Number Assignment sheet for Purchase Orders
Automatic Numeric 1
Quotation Number
Automatic Alphanumeric Starting number from Global Sourcing Number

PO Number Assignment sheet for Purchase Orders
Automatic Numeric 1
Requisition Number
Accrual
At Receipt
Accrue Expense Items
At Receipt
Accrue Inventory Items
XXXXXX-311010100-0-0-XXXXX-0-0-0
Expense AP Accrual Account
Accrual Account Desription

Accrual Account Description
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System Options/PO: Define Receiving Options
Purchasing>Setup>Organizations>Receiving Options
Description: Use this form to define the Options that govern receipts in your system for each Inventory Organization.
<Receipt Date>
See Local Setup
Days Early
See Local Setup

Days Late
Warning
Action
<Over Receipt Control>

0%
Tolerance
Warning; See Local Setup

Action
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<Miscellaneous>
No
Allow Substitute Receipts
No
Allow Unordered Receipts
Yes
Allow Express Transactions
Yes
Allow Cascade Transactions
No
Allow Blind Receiving
See Local Setup

Receipt Routing
None
Enforce Ship-To
Warning
ASN Control Action
<Receipt Number Options>

Entry Type Next Receipt Number
Automatic Numeric
XXXXXX-052000001-0-0-XXXXX-0-0-0
Receiving Inventory Account
(This account should be different from the organization level material account to
segregate material lying in Receiving from material in Inventory)
Defaulted from Receiving Accrual Account
Account Description
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Purchasing Approval/PO: Define Document Types
Purchasing>Setup>Purchasing>Document Types
Description: Use this form to define and change Document Types used in purchasing.
Type Subtype Name Quotation Class
Purchase Agreement Blanket Blanket Purchase

Agreement
Purchase Agreement Contract Contract
Purchase
Agreement
Purchase Order Planned Planned
Purchase Order
Purchase Order Standard Standard
Purchase Order
Quotation Bid Bid Quotation Bid
Quotation Catalog Catalog Catalog

Quotation
Quotation Standard Standard Catalog
Quotation
Quotation E-Auction E-Auction Catalog
Release Blanket Blanket Release
Release Scheduled Scheduled
Release
Request for Quotation Bid Bid RFQ Bid
Request for Quotation Catalog Catalog RFQ Catalog
Request for Quotation Standard Standard RFQ Catalog
Requisition Internal Internal
Requisition
Requisition Purchase Purchase
Requisition
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Blanket Purchase Agreement

Yes Public
Owner Can Approve Security Level
Yes Full
Approver Can Modify Access Level
Yes Direct
Can Change Forward - To Forward Method
No Approve
Can Change Forward - From Archive On
No
Can Change Approval Hierarchy Default Hierarchy
No PO Approval
Disable Approval Workflow
PO Approval Top Process

Workflow Startup Process
Blank
Autocreate Workflow
Blank
Autocreate Workflow Startup Process
Contract Purchase Agreement

Yes Public
Yes Full
Yes Direct
No Approve
No
No PO Approval

Blank
Autocreate Workflow
Blank
Planned Purchase Order

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Yes Public
Yes Full
Yes Direct
No Approve
No
No PO Approval

Blank
Autocreate Workflow
Blank
Standard Purchase Order

Yes Public
Yes Full
Yes Direct
No Approve
No
No PO Approval

Blank
Autocreate Workflow
Blank
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Bid Quotation
No Blank
No Blank
No Blank
No Blank
No Blank
No Blank
Blank
Blank
Autocreate Workflow
Blank
E-Auction Quotation
No Public
No Full
No Blank
No Blank
No Blank
No Blank
Blank
Blank
Autocreate Workflow
Blank
Catalog Quotation
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No Blank
No Blank
No Blank
No Blank
No Blank
No Blank
Blank
Blank
Autocreate Workflow
Blank
Standard Quotation
No Public
No Full
No Blank
No Blank
No Blank
No Blank
Blank
Blank
Autocreate Workflow
Blank
Blanket Release
Yes Public
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Yes Full
Yes Direct
No Approve
No
No PO Approval

Blank
Autocreate Workflow
Blank
Scheduled Release
Yes Public
Yes Full
Yes Direct
No Approve
No
No PO Approval

Blank
Autocreate Workflow
Blank
Bid RFQ
No Blank
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No Blank
No Blank
No Blank
No Blank
No Blank
Blank
Blank
Autocreate Workflow
Blank
Catalog RFQ
No Blank
No Blank
No Blank
No Blank
No Blank
No Blank
Blank
Blank
Autocreate Workflow
Blank
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Standard RFQ
No Public
No Full
No Blank
No Blank
No Blank
No Blank
Blank
Blank
Autocreate Workflow
Blank
Internal Requisition
No Public
Yes Full
No
No Blank
No
No Blank
Blank
Blank
Autocreate Workflow
Blank
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Purchase Requisition
Yes Public
Yes Full
Yes Direct
No Blank
No
No PO Requisition Approval
Main Requisition Approval

PO Create Documents
Autocreate Workflow
Overall Document Creation/Launch Approval

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Purchasing Approval/PO: Define Approval Groups
Purchasing>Setup>Approvals>Groups
Description: Use this form to define and maintain Approval Groups for use by Oracle Purchasing. MUST BE DONE FOR EACH OPERATING UNIT.
This setup is Globally controlled. Local Business Units should contact Sourcing PMO for required values.
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Lookups, Classes, and Buyers/PO: Define Purchasing Lookups
Purchasing>Setup>Purchasing>Lookup Codes (Double click icon to review Lookups)

Description: Use this form to define certain Lookup Codes in Oracle Purchasing .
Attention: You cannot change or delete codes once you have

added and saved them, but you can change the code
descriptions.
Note: These lookup codes are previously loaded values.
<Lookup Codes>
Type Code Meaning Description Inactive Date
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Lookups, Classes, and Buyers/PO: Define Hazard Classes
Purchasing>Setup>Purchasing>Hazard Classes
N/A Global Sourcing
Description: Use this form to define codes for different Classes of Hazardous materials.
<Hazard Classes>
Hazard Class Description Inactive Date
Utilize Industry Standard Codes
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Lookups, Classes, and Buyers/PO: Define UN Number
Purchasing>Setup>Purchasing>UN Numbers
N/A Global Sourcing
Description: Use this form to define and maintain your United Nations identification numbers for hazardous materials.
<UN Numbers>
Number Description Hazard Class Inactive Date
Utilize Industry Standard Values
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Standard Notes/PO: Define Standard Attachments
Purchasing>Setup>Attachments
N/A L Global Sourcing
Description: Use this form to define your standard Attachments. GLOBAL SOURCING TO DETERMINE STANDARD NAMING CONVENTION FOR
STANDARD ATTACHMENTS.
<Documents>
Category Description
<Source>
Data Type Storage File
<Usage>
Usage
<Text>
Usage
<Security>
Type Owner Share
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<Effective Dates>
From To
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Document Controls/PO: Define Line Types
Purchasing>Setup>Purchasing>Line Types
Description: Use this form to update and define Line Types.
<Line Types>
Name Description Value Basis Category Receipt UOM Price Outside Inactive Date
Required Processing
Goods All goods that are Quantity 1

individually recorded
and printed out (by item
class, unit, and unit
price)
Outside Processing Outside Processing Line Quantity 1 Yes
Type
Amount Amount Based Amount Each 1
Services All Services Amount Each 1
Special Charges
Expense Expense Quantity
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PO: Define Suppliers
Purchasing > Supplier Base > Suppliers
*** Supplier Data is imported into Oracle from the Global Supplier List
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System Options/PO: Define Profile Options
System Administrator>Profile>System
Description: Use this form to define System Profiles for Purchasing.
Profile Site Applications Responsibility User
MO: Operating Unit NEW Refer to Site Level Setup If different from Site value, default from Responsibility
set at Responsibility Level
MRP: Default Sourcing Assignment Set Updateable at Site Level Only Updateable at Site Level Updateable at Site Level
Only Only
MRP: Sourcing Rule Category Set Updateable at Site Level Only Updateable at Site Level Updateable at Site Level
Only Only
PO: Allow Buyer Override in Autocreate Find Yes Updateable at Site Level Only If different from Site value, User, if desired, otherwise
set at Responsibility Level default from Responsibility
PO: Allow Category Override in Autocreate Find Yes Updateable at Site Level Only If different from Site value, User, if desired, otherwise
set at Responsibility Level default from Responsibility
PO: Allow Rate Override for User Rate Type No Refer to Site Level Setup Refer to Site Level Setup Refer to Site Level Setup
Updateable at Site Level Only Updateable at Site Level Updateable at Site Level
PO: Archive Catalog Upon Approval Null Only Only
Refer to Site Level Setup If different from Site value, User, if desired, otherwise
PO: Autocreate GL Date Option Autocreate Date set at Responsibility Level default from Responsibility
Updateable at Site Level Only Updateable at Site Level Updateable at Site Level
PO: Automatic Document Sourcing Only Only
Refer to Site Level Setup Refer to Site Level Setup Not Updateable at User
PO: Change Supplier Site Yes Level
If desired, Set it at Responsibility Level Update if desired User, If desired, otherqise
PO: Convert Requisition UOM to Source Document Null default from Responsibility
UOM Level
Refer to Site Level Setup Update if desired If desired, Set it at
PO: Default Supplier Item Catalog Option Requisition Templates Responsibility Level
Refer to Site Level Setup Refer to Site Level Setup Refer to Site Level Setup
PO: Display the Autocreated Document Yes
PO: Display the Autocreated Quote Yes
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PO: Enable SQL Trace for Receiving Processor No
Refer to Site Level Setup Refer to Site Level Setup Cannot be updated
PO: ERS Aging Period 0
Refer to Site Level Setup Refer to Site Level Setup Cannot be updated
PO: ERS Invoice Number Prefix ERS
PO: Item Cross Reference Warning Null set at Responsibility Level default from Responsibility
Updateable at Site Level Only If different from Site value, User, if desired, otherwise
PO: Legal Requisition Type Purchase set at Responsibility Level default from Responsibility
PO: Price Tolerance (%) for Catalog Updates Null
Refer to Site Level Setup Refer to Site Value Refer to Site Value
PO: Release During Req. Import Yes
Refer to Site Level Setup Refer to Site Value Refer to Site Value
PO: Set Debug Concurrent On No
PO: Set Debug Workflow On No
PO: Use P-Cards in Purchasing No
PO: Write Server output to file Null
PO: Warn if RFQ Required Before Autocreate Yes set at Responsibility Level default from Responsibility
PO:Workflow Processing Mode Online
RCV: Allow Routing Override Null
Refer to Site Level Setup Refer to Site Level Setup Not Updateable
RCV: Fail All ASN Lines if One Line Fails No
RCV: Print Receipt Traveler No set at Responsibility Level default from Responsibility
RCV: Processing Mode Immediate
Flexfields: Validate On Server Yes
Not Updateable Refer to Site Level Setup Not Updateable

PO: In File Path Null

PO: Terms and Conditions filename Null

PO: Secondary Email address Null
Not Updateable Not Updateable Not Updateable

PO: Check open periods Null
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Not Updateable Not Updateable Not Updateable

PO: Custom Measure Precedence OU, Commodity, Global
PO: Use P-Cards in Purchasing No
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PO: Profile Option Descriptions
MRP: Default Sourcing Assignment Set

This profile option indicates which sourcing rules assignment set will be used in Purchasing and Supplier Scheduling. Planning allows you to use multiple
Assignment Sets, but Purchasing looks at only a single Assignment Set--the one that is specified in this profile option. Therefore, the Assignment Set name
you choose for this profile option is the Assignment Set name you should specify when you assign sourcing rules in the Sourcing Rule/Bill of Distribution
Assignments window. This profile option must be set if you are using sourcing rules in Purchasing.
MRP: Sourcing Rule Category Set

If you are using sourcing rules in Purchasing, this profile needs to be set to the name of the default category set used by Purchasing as indicated in the
Default Category Sets window. Otherwise, you will not be able to display Category and Category-Organization assignments in the Sourcing Rule / Bill of
Distribution Assignments window.
PO: Allow Buyer Override in AutoCreate Find

Yes or No indicates whether the suggested buyer (from the Enter Person window) defaulted into the Find Requisition Lines window can be cleared or
overridden. The default is Yes.
PO: Allow Category Override in AutoCreate Find

Yes or No indicates whether the category (from the Buyers window) defaulted into the Find Requisition Lines window can be cleared or overridden.
PO: Allow Rate Override for User Rate Type

Yes or No indicates whether the Rate in the Currency tabbed region of the Receipts window can be changed. Even if the Rate Type is User, you cannot
change the Rate if this profile option is set to No. This profile option affects the Rate on the receipt only, not in the Currency window of a purchase order,
RFQ, or quotation. (In the Currency window, you can modify the Rate if the Rate Type is User.)
PO: Archive Catalog on Approval

Yes or No indicates whether Purchasing archives blanket purchase agreements in a price/sales catalog submission upon approval. You need to consider this
profile option only if you receive price/sales catalog submissions from your suppliers through the Purchasing Documents Open Interface. This profile option
comes into effect only if Archive on Approval is chosen in the Document Types window in Purchasing and you import the documents with a status of
Approved; if you then choose No for this profile option, Purchasing does not archive the price/sales catalog agreements.
Note: If a document update is pending review in the Exceeded Price Tolerances window, the revision of that document is not updated until
you accept all line updates.
For more information, see the Oracle Manufacturing, Distribution, Sales and Service Open Interfaces Manual.
PO: AutoCreate GL Date Option

Indicates the date used on purchase orders generated by AutoCreate:
AutoCreate Date The autocreate date is used as the purchase order date.
Requisition GL Date The GL date on the requisition distribution is used as the purchase order
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date.
PO: Automatic Document Sourcing

Yes means that Purchasing automatically defaults source document and pricing information for an item from the most recently created blanket purchase
agreement or quotation. No means that this source document information comes from the Approved Supplier List window, where you must specify which
source documents to use. Note that if an item on a requisition is associated with both a blanket purchase agreement and a quotation, Purchasing uses the
blanket purchase agreement even if the quotation was created more recently. See: Setting Up Automatic Sourcing.
PO: Change Supplier Site

Yes or No indicates whether users can change the supplier site on approved purchase orders.
PO: Convert Requisition UOM to Source Doc UOM During Release Creation
A Null setting (default value) indicates that the functionality continues as in the past (AutoCreate of releases from a requisition will fail with different
UOMs, but the Create Releases concurrent program will convert UOMs and create a release). If set to Yes, users can create requisitions in a different UOM
from the UOM on the blanket agreement line and the conversion will be done by Purchasing when the release is created. No means the UOM on the
requisition must match the UOM on the blanket purchase agreement for a release to be created by any process.
PO: Default Supplier Item Catalog Option

Indicates the default source tabbed region in the supplier item catalog: Negotiated Sources, Prior Purchases, Sourcing Rules, or Requisition Templates.
PO: Display AutoCreated Quotation

Controls the viewing of an autocreated quotation.
PO: Display the Autocreated Document

Yes or No indicates whether Purchasing opens the appropriate transaction window (Purchase Orders window or RFQs window) and displays the created
line(s) when you autocreate a document.
PO: Enable Sql Trace for Receiving Processor

Yes means that when you run the Receiving Transaction Processor to import data from another system using the Receiving Open Interface, the View Log
screen displays the receiving transaction pre-processor's actions, including errors, as it processed the receipt data from start to finish. (The profile option
RCV: Processing Mode must also be set to Immediate or Batch for the Yes option to work.) Yes also generates a database trace file; if you need help with an
error that occurs while the Receiving Transaction Processor runs, Oracle Support Services may ask you for this trace file. This profile option should be set to
Yes only while debugging the Receiving Open Interface or for generating a trace file. The Receiving Open Interface validates receipt transactions from other
systems and uses the Receiving Transaction Processor to import the validated data into Purchasing. See the Oracle Manufacturing, Distribution, Sales and
Service Open Interfaces Manual, Release 11i.
PO: ERS Aging Period

The value in this profile option indicates the number of days between the receipt date and the Payment on Receipt automatic invoice creation date. For
example, a value of 2 means that Payment on Receipt creates invoices only for receipts that are 2 or more days old. Any corrections or returns you make
against a receipt during that 2-day period are included on the Payment on Receipt invoice.
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PO: ERS Invoice Number Prefix

'ERS-' is the prefix that appears before all invoices that you create automatically using Payment on Receipt. This profile option allows you to change this
prefix. For example, shortening this prefix allows extra spaces for longer packing slip or receipt numbers.
PO: Item Cross Reference Warning

Indicates the Item Cross Reference Type that you want to use as a disposition warning message for requisitions.
PO: Legal Requisition Type

Indicates whether users can enter internal requisitions sourced from stock by means of an internal sales order, purchase requisitions sourced from a
purchase order, or both types. Available values are Both, Internal, and Purchase.
PO: Price Tolerance (%) for Catalog Updates

A value in this profile option specifies the maximum percentage increase allowed to an item's price when your supplier sends updated price/sales catalog
information through the Purchasing Documents Open Interface. This profile option affects only blanket purchase agreements and catalog quotations
imported through the Purchasing Documents Open Interface. If the tolerance is exceeded, the buyer receives a notification and can accept or reject the price
increase in the Exceeded Price Tolerances window.
This profile option is used only if price tolerances are not already defined at lower levels, in the purchase agreement Terms and Conditions window or the
Supplier-Item Attributes window.
See: Receiving Price/Sales Catalog Information Electronically.
PO: Release During ReqImport

Yes or No indicates whether Purchasing can automatically create releases during the Requisition Import process.
PO: Set Debug Concurrent ON

This profile option is used, usually by technical support staff only, for finding problems with Requisition Import. The default value is No. The user can view
and update this profile option. It can also be updated at the user, responsibility, application, and site levels.
Caution: For performance reasons, it is very important that this profile option always be set to No, unless you are instructed otherwise by
Oracle Corporation for debugging purposes.
PO: Set Debug Workflow ON

This profile option is used, usually by technical support staff only, for finding problems with Purchasing workflow processes. The default value is No. The user
can view and update this profile option. It can also be updated at the user, responsibility, application, and site levels.
Caution: For performance reasons, it is very important that this profile option always be set to No, unless you are instructed otherwise by
Oracle Corporation for debugging purposes.
PO: Supplier Pricing Method

If you have upgraded from a previous release, you will see this profile option in the application, but the profile option is no longer used.
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PO: Use P-Cards in Purchasing

Set this profile option to Yes if you use procurement card--also known as P-Card or corporate credit card--numbers on requisitions in iProcurement. Set this
profile option to Yes to display the procurement card number in the Purchase Orders, Releases, and Purchase Order Headers summary windows.
Set this profile option to No if you do not have iProcurement installed or do not want to display the procurement card field to buyers. Purchasing windows
can physically display the procurement card field even if iProcurement is not installed and procurement cards aren't used. Therefore, set this profile option
to No if you are not using procurement cards.
PO: Warn if RFQ Required before AutoCreate

Yes or No indicates whether you are given a warning message and an opportunity to cancel autocreate if one or more of the requisition lines selected for
inclusion requires an RFQ and has not been placed on an RFQ.
If you use the PO Create Documents workflow to create purchase orders automatically from approved requisition lines, note that setting this profile option
to Yes can affect the workflow. If it is set to Yes and the requisition line is not on an RFQ (but RFQ Required is checked for the requisition line), the workflow
stops automatic document creation because it is unable to issue the warning. (The requisition line will still be available in the AutoCreate Documents
window.) Even if an RFQ is required for the requisition line, as long as this profile option is set to No, the workflow will continue creating the document.
PO: Workflow Processing Mode

Affects the performance of the Purchasing approval workflow processes:
Online Completes an entire approval workflow process before letting you proceed to the next activity, but provides you with an updated Status (for
purchase orders) as soon as it finishes.
Background Enables you to proceed to the next activity while the approval process completes in the background.
Whichever option you choose, you can always view the current status of a requisition or purchase order through the Requisitions Summary or Purchase
Orders Summary windows.
The default value is Background.
Note: When this profile option is set to Background, you must start the Workflow Background Engine, which you access through the System
Administrator responsibility. It is recommended that you set this process to run frequently, if you are using it for Background mode
approvals..
PO: Write Server Output to File

Yes or No indicates whether log details are written to a flat file rather than to the standard concurrent manager details log viewable through the View Log
button in the Submit Request window when running the Purchasing Documents Open Interface program.
Yes means log details are written to a flat file. No means log details are written to the concurrent manager log screen, which can cause overflow problems for
large catalogs. Leaving this profile option blank means log details are not written at all, which improves performance.
You need to consider a value for this profile option only when debugging a price/sales catalog submission from your supplier through the Purchasing
Documents Open Interface.
See the Oracle Manufacturing, Distribution, Sales and Service Open Interfaces Manual, Release 11i.
RCV: Allow routing override

Yes or No indicates whether the destination type assigned during requisition or purchase order entry can be overridden at receipt time.
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RCV: Fail All ASN Lines if One Line Fails

If you choose Yes, you can reject an entire Advance Shipment Notice (ASN) if any ASN line fails validation or processing. If you choose No, then you can
accept an ASN if at least one ASN line is successful.
RCV: Print Receipt Traveler

Yes or No indicates whether Purchasing automatically prints the receipt traveler when you perform a receipt or a receiving transaction, and when you match
unordered receipts. You can always print receipt travelers from the Submit Requests window.
RCV: Processing Mode

Indicates the processing mode used after you save your work for receiving transactions:
Batch The transaction goes to the interface table, where it will be picked up the next time the Receiving Transaction Processor runs.
Immediate The transaction goes to the interface table, and the Receiving Transaction Processor is called for the group of transactions that you entered since you
last saved your work.
On-line The Receiving Transaction Processor is called directly.
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Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date
Document Control 39
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Author: Oracle Consulting

Date Author Version Change Reference

NEW Setup Document Document Control ii

Application Setup Control Sheet - Purchasing...........................................................................1

Purchasing Organizations/PO: Define Locations.....................................................................4

Human Resources Job / HR: Define Jobs...................................................................................6

Purchasing Personnel/ HR: Create Employees.........................................................................7

Purchasing Approval/PO: Fill Employee Hierarchy...............................................................8

System Options/PO: Define Purchasing Options....................................................................9

System Options/PO: Define Receiving Options.....................................................................12

Purchasing Approval/PO: Define Document Types.............................................................14

Purchasing Approval/PO: Define Approval Groups............................................................23

Lookups, Classes, and Buyers/PO: Define Purchasing Lookups........................................24

Lookups, Classes, and Buyers/PO: Define Hazard Classes.................................................25

Lookups, Classes, and Buyers/PO: Define UN Number......................................................26

Standard Notes/PO: Define Standard Attachments..............................................................27

Document Controls/PO: Define Line Types...........................................................................29

PO: Define Suppliers....................................................................................................................30

System Options/PO: Define Profile Options..........................................................................31

PO: Profile Option Descriptions................................................................................................34

Open and Closed Issues for this Deliverable...........................................................................39

NEW Setup Document Document Control iii

Application Setup Control Sheet - Purchasing

Environment Name: Machine: Type (definition, execution, or both):

Local; See Inventory Setup

Local (See Accounts Payable

GLOBAL for Multi-Org

Local for Receiving

Global for both Employees

(See Below Sub-sections)

Local and IMPORT

(See Below Sub-sections)

Purchasing Organizations/PO: Define Locations

(Location information is stored in worksheet)

Ship-To Site Bill-To Site

Office Site Internal Site

Human Resources Job / HR: Define Jobs

Purchasing Personnel/ HR: Create Employees

Purchasing > Setup > Personnel > Employees

Purchasing Approval/PO: Fill Employee Hierarchy

System Options/PO: Define Purchasing Options

1.00 See Local Setup

30 See Local Setup

See Local Setup 0

Advisory See Local Setup

Received See Local Setup

Automatic Numeric Starting number from Global Sourcing Number

Automatic Alphanumeric Starting number from Global Sourcing Number

Accrual Account Desription

System Options/PO: Define Receiving Options

See Local Setup

<Over Receipt Control>

Warning; See Local Setup

See Local Setup

<Receipt Number Options>

Purchasing Approval/PO: Define Document Types

Type Subtype Name Quotation Class

Purchase Agreement Blanket Blanket Purchase

Quotation Catalog Catalog Catalog

Blanket Purchase Agreement

PO Approval Top Process