BR100 Po Por 1.0final

OMAN TELECOMMUNICATIONS
LIMITED (OMANTEL)
BR.100 SETUP DOCUMENT -
PURCHASING/IPROCUREMENT
Oracle eBusiness Suite
Implementation
Author: Oracle Consulting

Creation Date: April 15, 2006
Last Updated: August 29, 2023
Document Ref: MEO/OMANTEL/ PO-POR
Version: 1.0 Final
Approvals:
Osama Bakir, Omantel

Project Leader
Michael Danielsen, Oracle

Project Manager
Copyright (C) 2006 Oracle Corporation
All Rights Reserved
File Ref: 687829687.doc Application Setup

Control Sheet - Purchasing 1 of 56
Document Control
Change Record
1
Date Author Version Change Reference
15-Apr- Oracle Consulting Draft 1a

2006
17-Oct- Oracle Consulting 1.0 Final
2006
Reviewers
Name Position
Osama Bakir OMT Project Leader

Michael Danielsen Oracle Project Manager
Distribution
Copy No. Name Location
1 Library Master Project Library

2 Michael Danielsen Oracle Project Manager
3 Osama Bakir OMT Project Leader
Note To Holders:
If you receive an electronic copy of this document and print it out, please write
your name on the equivalent of the cover page, for document control purposes.
Copy Number _____
File Ref: 687829687.doc (v. Error: Reference source not found ) Position Hierarchies:
2
Define Purchasing Position Hierarchy 48 of 77
If you receive a hard copy of this document, please write your name on the front
cover, for document control purposes.
3
Contents
Document Control............................................................................................................2
Application Setup Control Sheet - Purchasing............................................................1
Purchasing Approval/PO: Define Approval Groups...............................................5
Purchasing Approval/PO: Define Document Types.................................................7
Purchasing Approval/PO: Assign Approval Groups.............................................14
Lookups, Classes, and Buyers/PO: Define Purchasing Lookups (Access Level:

User Lookups).................................................................................................................20
Lookups, Classes, and Buyers/PO: Define Inspection Codes...............................27
Lookups, Classes, and Buyers/PO: Define Hazard Classes..................................28
Lookups, Classes, and Buyers/PO: Define UN Number........................................29
Lookups, Classes, and Buyers/PO: Define Buyers..................................................30
Standard Notes/PO: Define Standard Attachments...............................................31
Document Controls/PO: Define Line Types.............................................................32
System Options/PO: Define Financial Options........................................................33
System Options/PO: Define Purchasing Options....................................................37
System Options/PO: Define Vendors........................................................................40
Suppliers: Define Suppliers List..................................................................................41
Suppliers: Define Approved Supplier Lists..............................................................42
Suppliers: Define Approved Supplier List Statuses................................................44
Sourcing: Define Sourcing Rules.................................................................................46
Sourcing: Define Sourcing Rule Assignment............................................................47
Position Hierarchies: Define Purchasing Position Hierarchy.................................48
Position Hierarchies: Fill Employee Hierarchy........................................................52
4
Requisition Templates: Create Requisition Templates - iProc...............................53
Information Templates: Create Information Templates - iProc.............................55
Catalog Realms: Create and Assign Realms - iProc.................................................56
Catalog Creation: Extract Catalog Data to IProcurement - iProc.........................57
Internal Orders/ Auto Releases: Create Internal Orders/Releases......................58
Profile Options: Purchasing and iProcurement Profile Options............................59
Accounting: Control Purchasing Periods (Monthly)...............................................67
Requisition Import: Requisition Import.....................................................................68
Expense Account Rules : Expense Account Rules...................................................69
Notifications: Send Purchasing Notifications...........................................................70
Descriptive Flexfields : ................................................................................................72
Open and Closed Issues for this Deliverable.............................................................73

Open Issues...............................................................................................................73
Closed Issues............................................................................................................73
5
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
Profile Options Purchasing and iProcurment

Profile Options
Purchasing Approval PO: Define Approval Groups
Purchasing Approval PO: Define Document Types
Position Hierarchies Define Purchasing Position

Hierarchy
Purchasing Approval PO: Fill Employee Hierarchy
Purchasing Approval PO: Assign Approval Groups
Lookups, Classes, and Buyers PO: Define Purchasing

Lookups
Lookups, Classes, and Buyers PO: Define Inspection Codes
Lookups, Classes, and Buyers PO: Define Hazard Classes
Lookups, Classes, and Buyers PO: Define UN Numbers
Lookups, Classes, and Buyers PO: Define Buyers
Standard Notes PO: Define Standard

Attachments
File Ref: 687829687.doc Application Setup Control Sheet - Purchasing 1 of 56

SubWorkflow Name
Purchasing Category PO: Define PO Category

Flexfield Structure (see
Inventory BR100)
Purchasing Category PO: Define Value Sets (See

Inventory BR100)
Purchasing Category PO: Define Flexfield Segments

(See Inventory BR100)
Purchasing Category PO: Define Flexfield Segment

Values (See Inventory BR100)
Purchasing Category PO: Define Security Rules N/A
Purchasing Category PO: Assign Security Rules N/A
Purchasing Category PO: Define Account Aliases

Flexfield N/A
Purchasing Category PO: Define Cross Validation

Rules N/A
Purchase Items PO: Define Items - Master

Level (See Inv Br100)
Purchase Items PO: Define Items -

Organization Level (See Inv
Br100)
Purchase Items PO: Define Item Relationships

(See Inv Br100)
Document Controls PO: Define Line Types
System Options PO: Define Financial Options
System Options PO: Define Purchasing Options
System Options PO: Define Receiving Options
File Ref: 687829687.doc (v. ) Position Hierarchies: Define Purchasing Position Hierarchy 48 of 77 2
SubWorkflow Name
(See Inv Br100)
System Options PO: Define Vendors (See AP

BR100)
Suppliers PO: Define Supplier Lists
Suppliers Define Approved Supplier Lists
Suppliers Define Approved Supplier List

Statuses
Sourcing Define Sourcing Rules
Sourcing Define Sourcing Rule

Assignment
Requisition Templates Create Requisition Templates
Information Templates Create Information Templates -

iProc
Catalog Realms Create and Assign Realms -

iProc
Catalog Creation Extract Catalog Data to

IProcurement - iProc
Internal Orders/ Auto Releases Create Internal Orders/Releases
Requisition Import: Requisition Import
Accounting Control Purchasing Periods
Epense Account Rules Expense Account Rules
Notifications Send Purchasing Notifications
Descriptive Flexfields Images
Purchasing Approval/PO: Define Approval Groups
Purchasing>Setup>Approvals>Groups
OMANTEL Process: Business Area: Date:
Procurement Purchasing 15-AUG-2005
Control Number: Priority(H, M, L): Process Owner:
PO-001 H Contracts and Supply Section
Description: Use this form to define and maintain Approval Groups for use by Oracle Purchasing.
<Approval Group>
DIRECTOR
Name
Director Approval
Description Group
Y
Enabled
<Approval Rules>
Object Type Amount Limit Low Value High Value Inactive Date
Account Range Include 5,000.000 01.000.0000.000.000.0000 01.399.zzzz.zzz.zzz.zzzz

Document Total Include 5,000.000
Item Category Range Exclude 01.02.00 01.03.00
Item Category Range Include 5,000.000 00.00.00 zz.zz.zz
Purchasing Approval/PO: Define Document Types
Purchasing>Setup>Purchasing>Document Types
PO-002 H Contracts and Supply Section
Description: Use this form to define and change Document Types used in purchasing.
<Document>
Type Subtype Name Quotation Class
Purchase Order Standard Standard Purchase Order

<Attributes>
Y Public
Owner Can Approve Security Level
Y Full
Approver Can Modify Access Level
Hierarchy
Can Change Forward - To Forward Method
Approve
Can Change Forward - From Archive On
OMT Position Hierarchy

Can Change Approval Hierarchy Default Hierarchy
PO Approval
Disable Approval Workflow
PO Approval Top Process

Workflow Startup Process
Autocreate Workflow
Autocreate Workflow Startup Process
<Document>
Requisition Purchase Purchase Requisition

<Attributes>
N Purchasing
Y Full
Hierarchy

Omantel Requisition
Main Requisition Approval - OMT

PO Create Documents
Autocreate Workflow
Overall Document Creation/Launch Approval

<Document>
Purchase Agreement Blanket Blanket Purchase Agreement

<Attributes>
Y Hierarchy
Y Full
Hierarchy
Approval

PO Requisition Approval
Main Requisition Approval

Autocreate Workflow
<Document>
Quotation Bid Bid Quotation Bid

<Attributes>
Autocreate Workflow
<Document>
Quotation Standard Standard Quotation Bid

<Attributes>
Private
Full
Autocreate Workflow
<Document>
Quotation Catalog Catalog Quotation Catalog

<Attributes>
Autocreate Workflow
<Document>
Release Blanket Blanket Release

<Attributes>
Y Hierarchy
Y Full
Hierarchy

PO Approval

Autocreate Workflow
<Document>
Release Scheduled Scheduled Release

<Attributes>
Y Hierarchy
Y Full
Hierarchy
Approve

PO Approval

Autocreate Workflow
<Document>
Purchase Agreement Contract Contract Purchase Agreement

<Attributes>
Y Heirarchy
Y Full
Hierarchy

PO Approval

PO Create Documents
Autocreate Workflow

<Document>
Requisition Internal Internal Requisition

<Attributes>
Y Hierarchy
Y Full
Hierarchy
Omantel Requisition
Main Requisition Approval - OMT

PO Create Documents
Autocreate Workflow

Purchasing Approval/PO: Assign Approval Groups
Purchasing>Setup>Approvals>Approval Assignments
PO-003 <Priority (H, M, L)> Contracts and Supply Section
Description: Use this form to assign Approval Groups for use by Oracle Purchasing.
<Approval Groups>
OT.Corporate Resource and Customer Services Deputy CEO.001
Position
OT.Deputy CEO
Job
<Approval Assignments>
Document Type Approval Group Effective From: Effective To:
Approve Internal Requisitions Corporate Resources & Customer 01-OCT-2006

Services Vice President
Approve Blanket Purchase Corporate Resources & Customer 01-OCT-2006
Agreements Services Vice President
Approve Blanket Releases Corporate Resources & Customer 01-OCT-2006
Approve Purchase Requisitions Corporate Resources & Customer 01-OCT-2006
Approve Standard Purchase Orders Corporate Resources & Customer 01-OCT-2006
<Approval Groups>
Position
Job
Approve Internal Requisitions 19-DEC-2003

Approve Blanket Purchase 19-DEC-2003

Agreements
Approve Blanket Releases 19-DEC-2003
Approve Purchase Requisitions 19-DEC-2003
Approve Standard Purchase Orders 19-DEC-2003
<Approval Groups>
Position
Job

Agreements
<Approval Groups>
Position
Job

Agreements
<Approval Groups>
Position
Job

Agreements
Agreements
<Approval Groups>
Position
Job

Agreements
Agreements
<Approval Groups>
Position
Job

Agreements
Agreements
<Approval Groups>
Position
Job

Agreements
Agreements
<Approval Groups>
Position
Job

Agreements
Agreements
<Approval Groups>
Position
Job

Agreements
Agreements
<Approval Groups>
Position
Job

Agreements
Agreements
Lookups, Classes, and Buyers/PO: Define Purchasing Lookups (Access Level: User Lookups)
Purchasing>Setup>Purchasing>Lookup Codes
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.
<Lookup Codes>
Type Displayed Value Description Inactive Date
ACCEPTANCE TYPE Purchase order acceptance type Purchase order acceptance type
<Values>
Code Meaning Description Tag Effective from Effective To Enabled
Date Date
ACCEPT WITH CHANGES Accepted with changes Accepted Purchase Order, changes are Y
present
ACCEPTED TERMS Accepted All Terms Accepted All Purchase Order Terms Y
OPEN Open Open Y
ON SCHEDULE On Schedule Purchase Order On Schedule Y
UNACCEPTABLE CHANGES Unacceptable Changes Unacceptable Purchase Order Changes Y
<Lookup Codes>
ASN_TYPE ASN Type ASN Type
<Values>
Date Date
ASBN ASBN Defines an Advanced Shipment Transaction with a billing notice Y

ASN ASN Defines an Advanced Shipment Transaction without a billing notice Y
<Lookup Codes>
CUSTOM MEASURE Custom Measure Custom Measure
<Values>
Date Date
CUSTOMER SATISFACTION Customer Customer Satisfaction Y

Satisfaction
<Lookup Codes>
FOB Valid FOB Codes Valid FOB Codes
<Values>
Date Date
1 Cost, Insurance Cost, Insurance Paid Y

Paid
2 Delivery Duty Delivery Duty Paid Y
Paid
3 Ex Works Ex Works Y
4 Freight On Freight On Board Y
Board
<Lookup Codes>
FREIGHT TERMS Valid freight terms Valid freight terms
<Values>
Date Date
AIR AIR Air Y

ALLOWED Allowed Vendor reimburses buyer for freight Y
DUE DUE Buyer pays freight Y
PAID PAID Vendor pays freight Y
PREPAID Prepaid Vendor pays freight and invoices buyer Y
SHIP SHIP Ship Y
Y
<Lookup Codes>
MATCHING TYPE Matching Type Matching Type
<Values>
Date Date
2-WAY 2-WAY 2-WAY Y

3-WAY 3-WAY 3-WAY Y
4-WAY 4-WAY 4-WAY Y
<Lookup Codes>
PAY GROUP Valid pay groups Valid pay groups
<Values>
Date Date
DATACONVERSION DATACONVE Data Conversion Pay Group Y

RSION
EMPLOYEES EMPLOYEES Employee Supplier Y
ESTIMATE ESTIMATE Interconnect Estimate Supplier
EXPENSE EXPENSE Employee Expenses Y
Date Date
INTERCONNECT INTERCONNE Interconnect Suppliers Y

CT
PETTYCASH PETTYCASH Petty Cash Holder Y
STANDARD STANDARD Standard Supplier Y
<Lookup Codes>
PAY ON CODE Pay on code Pay on code
<Values>
Date Date
NULL <NULL> Not pay on receipt Y

RECEIPT Receipt Pay on receipt Y
<Lookup Codes>
POR_RCV_TXN_TYPE POR_RCV_TXN_TYPE
<Values>
Date Date
CORRECT Correct Receipt Correct Receipt Y

DELIVER Receive Items Receive Items Y
RETURN TO RECEIVING Return to Return to Supplier Y
Supplier
<Lookup Codes>
POXCHORD Printed Change Orders Report(Portrait Printed Change Orders Report(Portrait
<Values>
Date Date
ADDRESS AT TOP Address at top Address at top of page Y

of page
CONTINUED Continued Continued Y
<Lookup Codes>
QUOTE APPROVAL REASON Quotation Approval Reasons Quotation Approval Reasons
<Values>
Date Date
BEST DELIVERY Best Delivery Best Delivery Y

BEST DESIGN Best Design Best Design Y
LOWEST PRICE Lowest Price Lowest Price Y
ONLY SOURCE Only Source Only Source Y
QUALITY Quality Quality Y
SERVICE Service Service Y
<Lookup Codes>
PRICE TYPE Price Types Price Types
<Values>
Date Date
COST FEE Cost Plus Fee Cost Plus Fee Y
Date Date
COST PERCENT Cost Plus Cost Plus Percentage Y

Percentage
FIXED Fixed Fixed Y
INDEXED Indexed Indexed Y
VARIABLE Variable Variable Y
<Lookup Codes>
SHIPMENT LINE STATUS Shipment Line Status Shipment Line Status
<Values>
Date Date
CANCEL Cancel Cancel Y

EXPECTED Expected Expected Y
FULLY RECEIVED Fully Received Fully Received Y
PARTIALLY RECEIVED Partially Partially Received Y
Received
<Lookup Codes>
TRANSACTION_TYPE Transactions Types Transaction Type
<Values>
Date Date
CANCEL Cancel Cancel Advanced Shipment Notice Transaction Y

ASN/ASBN
NEW New New Advanced Shipment Notice Transaction Y
ASN/ASBN
<Lookup Codes>
VENDOR TYPE Valid supplier types Valid Supplier types
<Values>
Date Date
AGENT Supplier Supplier Agents Y

Agents
BUILDING Building Building Materials Y
Materials
Y
Y
Y
All Vendor types are included in Appendix.
Lookups, Classes, and Buyers/PO: Define Inspection Codes
Purchasing>Setup>Purchasing>Quality Inspection Codes

Description: Use this form to define and update your Inspection Codes.
<Quality Inspection Codes>

Ranking Quality Code Description Inactive Date
1 Excellent Excellent Quality

2 Good Good Quality
3 Acceptable Acceptable Quality
4 Poor Poor Quality
5 Damaged Damaged Goods
Lookups, Classes, and Buyers/PO: Define Hazard Classes
Purchasing>Setup>Purchasing>Hazard Classes
Description: Use this form to define codes for different Classes of Hazardous materials. No Requirement Identified
<Hazard Classes>
Hazard Class Description Inactive Date
Lookups, Classes, and Buyers/PO: Define UN Number
Purchasing>Setup>Purchasing>UN Numbers
Description: Use this form to define and maintain your United Nations identification numbers for hazardous materials. No Requirement Identified
<UN Numbers>
Number Description Hazard Class Inactive Date
Lookups, Classes, and Buyers/PO: Define Buyers
Purchasing>Setup>Personnel>Buyers
Description: Use this form to define and maintain your Buyers. Buyers can review all requisitions using the View Requisitions form.
<Buyers>
Buyer Category Ship-To Effective Effective
From: To:
Miss Aisha Ali Masoud Al Mandhari

(26714)
Miss Amna Khamis Hussain Al
Zadjali (39789)
(A full list of Buyers is included in

Appendix)
Standard Notes/PO: Define Standard Attachments
Purchasing>Setup>Attachments
Description: Use this form to define your standard Attachments. No Requirement Identified for Standard Attachments.
<Documents>
Category Description
<Source>
Data Type Storage File
<Usage>
Usage
<Security>
Type Owner Share
<Effective Dates>
From To
Document Controls/PO: Define Line Types
Purchasing>Setup>Purchasing>Line Types
Description: Use this form to update and define Line Types.
<Line Types>
Description Value Basis Category Receipt UOM Price Outside Inactive Date
Name Required Processing
Goods All goods that are Quantity

individually recorded
and printed out (by item
class, unit, and unit
price)
Outside processing Outside processing line Quantity Y
type
Amount Based - OMR Amount Based Amount
Amount Based - USD Amount Based Amount
System Options/PO: Define Financial Options
Purchasing>Setup>Organizations>Financial Options
Description: Use this form to enter various Financial Options.
<Financial Options>
Accounting
13
Future Period Limit
<GL Accounts>
01.000.5402.000.000.0000 10.0000.30101.00000.00000
Liability
01.000.4824.000.000.0000
Prepayment
01.000.1764.000.000.0000
Discount Taken
01.000.1791.000.000.0000
Rate Variance Gain
01.000.1791.000.000.0000
Rate Variance Loss
Expenses Clearing
Miscellaneous
Future Dated Payments
Encumbrance
Y
Use Requisition Encumbrance
Commitment
Encumbrance Type
N
Reserve at Completion
Y
Use PO Encumbrance
Obligation
PO Encumbrance Type
Obligation
Invoice Encumbrance Type
Human Resources
OMT Business Group
Business Group
Office
Expense Check Address
Y
Use Approval Hierarchies
<Employee Number>
Automatic
Method
Next Automatic Number
Supplier - Payables
Net 30
Payment Terms
Wire
Payment Method
Receipt Acceptance Days
Always Take Discount
Pay Alone
Supplier - Purchasing
Omantel
Ship-To-Location
Omantel
Bill-To-Location
MTR - Master Inventory Org
Inventory Organization
FOB
Ship Via
Freight Terms
Supplier Entry
RFQ Only Site
Y
Hold Unmatched Invoices
Receipt
Invoice Match Option
<Supplier Number>
Supplier Number
Automatic
Entry
Alphanumeric
Type
3410
Next Automatic Number
Tax
Default Tax Code
VAT
VAT
Member State
VAT Registration Number
Enable Recoverable Tax
Default Recovery Tax
Calculation Rules
Nearest
Rounding Rule
Precision
Min Accountable Unit
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
All Corporate
Requisition Import Group-By Rate Type
Minimum Release Amount
Cumulative
Price Break Type Price Type
30
Quote Warning Delay RFQ Required
Receipt Close (%) Invoice Close (%)
Goods 3 Way
Line Type Invoice Matching
Control
Yes
Price Tolerance (%) Enforce Price tolerance %
None
Enforce Full Lot Quantity Display Disposition Messages
Delivered Y
Receipt Close Point Notify if Blanket PO Exists
Optionally Y
Cancel Requisitions Allow Item Description
Update
Price Tolerance Amount Enforce Buyer Name
Enforce Price Tolerance Enforce Vendor Hold
Amount
Accrual
Period End
Accrue Expense Items
At Receipt
Accrue Inventory Items
01.000.5469.000.000.0000
Expense AP Accrual Account
Omantel.Unspecified.Accrual for Expenses

Accrual Account Description Non-.Unspecified.Unspecified.Unspecified
Internal Requisition
Internal Orders - OT
Order Type
Internal
Order Source
Tax Defaults
Hierarchy
Y 1
Ship-To Location
Y 2
Item
Y 3
Supplier Site
Y 4
Supplier
Y 5
Financial Options
Numbering
Entry Type Next Number
Automatic Alphanumeric 4100000

RFQ Number

Quotation Number

PO Number

Requisition Number
System Options/PO: Define Vendors
Purchasing>Supply Base>Suppliers
Description: Use this form to define your Suppliers. Refer to Accounts Payable BR100
Suppliers: Define Suppliers List
Purchasing> Supply Base>Supplier Lists

PO-013B <Priority (H, M, L)> Contracts and Supply Section
Description: Use this Form to define Groups of related suppliers for easier addition to RFQs
List Name
List Description
Inactive On
Supp1 Supp2 Supp3 Supp4 Supp5 Supp6 Supp7 Supp8 Supp9 Supp10
Name
Site
Contact
Suppliers: Define Approved Supplier Lists
Purchasing> Supply Base>Approved Supplier Lists

Description: Use this Form to Approved Supplier Lists for export to iProcurement and for Automatic Sourcing. A need for this feature was not identified,
however
Item
ASL Type
Item
Item Description
Business Supplier Site Status Enabled Global Owning Purchasing Release Method
Name Org UOM
Supplier 1 Y Automatic Release and
Review
Review
Review
Supplier 1 Seq Document Type (Quotation will result in AutoReleased Pos) Document Document Line
(BPA in Auto Releases) Number
Source 1
Source 2
Source 3
Source 1
Source 2
Source 3
Source 1
Source 2
Source 3
Suppliers: Define Approved Supplier List Statuses
Purchasing>Supply Base>Supplier Statuses

Description: Use this Form to Define the Supplier Statuses and the associated business rules with each Status
<Status>
Approved
Status
Approved for business

Description
ASL Default
Inactive On
<Business Rule>
Approved Control Rule Rule Description
Business Rule 1 Allow PO Approval Purchase Order Approval
Business Rule 2 Allow Sourcing Sourcing
Business Rule 3 Allow Schedule Confirmation Supplier Schedule Confirmation
Business Rule 4 Allow Manufacturer Link Manufacturer Link to Distributor
<Status>
Debarred
Status
Future business disallowed

Description
ASL Default
Inactive On
<Business Rule>
Business Rule 1 Prevent PO Approval Purchase Order Approval
Business Rule 2 Prevent Sourcing Sourcing
Business Rule 3 Prevent Schedule Confirmation Supplier Schedule Confirmation
Business Rule 4 Prevent Manufacturer Link Manufacturer Link to Distributor
<Status>
New
Status
New Supplier
Description
ASL Default
Inactive On
<Business Rule>
Business Rule 1 Allow PO Approval Purchase Order Approval
Business Rule 2 Allow Sourcing Sourcing
Business Rule 3 Allow Schedule Confirmation Supplier Schedule Confirmation
Business Rule 4 Allow Manufacturer Link Manufacturer Link to Distributor
Sourcing: Define Sourcing Rules
Purchasing>Supply Base>Sourcing Rules

Description: Use this Form to Define Sourcing Rules
<Status>
USERS_RULE
Name
Fully Internally Sourced

Description
Org =
Org/ All Orgs
From Date
<Shipping Org>
Type Org Supplier Supplier Site Shipping Method Rank Allocation
Transfer From 1 100
Sourcing: Define Sourcing Rule Assignment
Purchasing>Supply Base>Assign Sourcing Rules

Description: Use this Form to Define Sourcing Assignment
Default OMANTELAssignment Set

Name
Default OMANTELAssignment Set

Description
<Assignments>
Assigned To Organization Customer ustomer Site Item/Category Type Sourcing Rule
Category-
Organization
Position Hierarchies: Define Purchasing Position Hierarchy
Purchasing>Setup>Personnel>Position Hierarchies
Description: Use this form to define the Position Hierarchies that control the approval process of purchasing documents. In the current set-up a single Hierarchy
has been defined to control all purchasing documents. However, it is possible to create other hierarchies and assign them to Purchasing Documents selectively.
<Hierarchy Header >

Request Name
01-JAN-1951
Date From
<Hierarchy>
Position Name
Holder
Worker Type
Exists in Hierarchy
Subordinates
Holder Name
Name
Executive Director.03
Name
<Hierarchy>
Position Name
Holder
Worker Type
Exists in Hierarchy
Subordinates
Name
Name
Secretary.01
<Hierarchy>
Position Name
Holder
Worker Type
Exists in Hierarchy
Subordinates
Holder Name
Name
Fund Manager.03
<Hierarchy>
Position Name
Holder
Worker Type
Y
Exists in Hierarchy
Subordinates
Holder Name
Name
Buyer1.05
Name
Services Clerk.03
<Hierarchy>
Position Name
Holder
Worker Type
Exists in Hierarchy
Subordinates
Holder Name
Name
<Hierarchy>
Position Name
Holder
Worker Type
Exists in Hierarchy
Subordinates
Holder Name
Name
Fund Manager.04
<Hierarchy>
Position Name
Holder
Worker Type
Exists in Hierarchy
Subordinates
Holder Name
Name
Buyer1.06
Position Hierarchies: Fill Employee Hierarchy
Purchasing>Reports>Run> Fill Employee Hierarchy

Description: Run This Concurrent Program after any change made to the Hierarchies used in Purchasing
Requisition Templates: Create Requisition Templates - iProc
Purchasing>Setup>Purchasing>Requisition Templates
PO-020 L Contracts and Supply Section
Description: Use this form to Create Requisition Templates that will be used for grouping items together for frequent purchases. These Requisition Templates
will be grouped together into Public Shopping Lists on the iProcurement Catalog, thus allowing users to select multiple items at the same time.
<Template Header >

Template Name
Template Description
Inactive Date
Type
<Template Lines >
Line 1 Line 2 Line 3 Line 4 Line 5
Line Number
Line Type
Item / Rev
Category
Description
Source Type
UOM
Price
Supplier
Supplier Contact
Organization
Buyer
Site
Supplier Item
Subinventory
RFQ Required
Information Templates: Create Information Templates - iProc
Purchasing>Setup>Information Templates
Description: Use this form to Create Information Templates to Capture Additional Details for Items procured externally and Requisitioned in iProcurement. The
information entered by the user on in the template can be viewed in AutoCreate and Can be viewed and Changed on the Purchasing Document, in both cases the
Additional Information is in the form of a Long Text Attachment.
<Template Header >

Training Details
Template Name
Attributes
Seq Attribute Name Attribute Description Default Value LOV Mandatory Enabled
5 Type of Training Type of Training XXPO_TRAINING_DE Y Y
TAILS
10 Country/Region Country/Region Y Y
15 Start Date Start Date Y Y
20 End Date End Date Y Y
25 Air Ticket Required Air Ticket Required XXPO_REQ_YES_NO Y Y
30 Hotel Required Hotel Required XXPO_REQ_YES_NO Y Y
<Template Association >

Template Name
Type Item Number Item Category

Item Category N/A
Item Number N/A
<Template Header >
Ticket Details
Template Name
Attributes
Seq Attribute Name Attribute Description Default Value LOV Mandatory Enabled
5 Benificiary Name Benificiary Name Y Y
10 Departure Date Departure Date (DD- Y Y
MON-YYYY)
15 Return Date Return Date (DD- Y Y
MON-YYYY)
20 Staff Number Staff Number Y Y
25 Destination Destination Y Y
30 Sector Sector Y Y
<Template Association >

Template Name

Item Category N/A
Item Number N/A
Catalog Realms: Create and Assign Realms - iProc
Purchasing>Setup>E-Catalog Admin>Realms
Description: Use this form to Realm that Secure access to iprocurement online catalog items based on the responsibility of the user and its associated realm.
Specifying that Realm X includes Kitchen Goods category , and associating Realm X to user Responsibility Casual iProcurement User will result of the user having
access only to that Category of items, everything else on the catalog will not be visible to that user when browsing the catalog
<Realm >
Realm Name
Realm Description
Category
Component Type
Component
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
Catalog Creation: Extract Catalog Data to IProcurement - iProc
Purchasing>Set-up>E-Catalog Admin>Loader Values

Description: There are two concurrent programs that are run from this form. The parameters of which are defined below. Note that these requests are to be run
manually when needed. Alternatively corresponding concurrent programs exist for automating the extraction process at pre-set intervals (Catalog Data Extract –
Items and Catalog Data Extract – Classifications)
<Extract Classification data…>

Value Explanation
Select Each Time you add new Purchasing Categories that need to be reflected
Extract Categories in iProcurement
Select when new Requisition Templates are created and need to be reflected
Template Headers in iProcurement as Public Shopping Lists
<Extract Item data…>

Value Explanation
Y This Cannot be deselected . This selection extracts Catalog Quotations, and

Contracts Blanket Purchase Agreements
Select When New Items associated to iProcurement Categories are created
Item Master and need to be available in the iProcurement catalog. This selection will also
extract item Level Approved Supplier List entries
This selection Extracts the details specified on an extracted Requisition
Template Lines Template header. All items become part of a public list that can be selected as
a whole.
Select to Extract Internally Orderable Items
Internal Items
Internal Orders/ Auto Releases: Create Internal Orders/Releases
Purchasing>Reports> Run> Create Internal Orders

Purchasing>Reports> Run> Create Releases

Description: These 2 programs extract the internal requisitions created in iProcurement and the Releases Created against ASLs with Auto Release Methods. The
Create Internal populates the Order Management Interface Tables.
The Create Releases program substitutes for the AutoCreate Process and releases against the referenced BPA or Quotation
Neither of the two program have execution parameters
<Concurrent Processing>
Periodic Scheduling
Periodically
Run the Job
Current Date
Start
Leave Blank
End Date
1 day
Re-run Every
From the Start of the Prior Run

Apply the Interval
Profile Options: Purchasing and iProcurement Profile Options
System Administrator> Profiles>System

Description: Use this Form to Set Values for the Profile Options required to Control the operational behavior of the system
PROFILE OPTION SIGNIFICANCE SEEDED LEVEL AND VALUE

DEFAULT
Indicates the Sourcing Rule Assignment Used in Purchasing
MRP:Default SITE: Default Assignment
Sourcing Rule
Assignment Set
The Default Category Set for Purchasing Functions
MRP:Sourcing SITE = Inventory
Rule Category Set
Indicates whether Sourcing Rules, Assignments, and ASLs, can be
PO: Allow Auto- SITE = CREATE ONLY
automatically Created When a BPA is approved
generate Sourcing
Rules
Indicates whether Sourcing Documents Can be created from the
PO: Allow No SITE = Yes
AutoCreate Window
Autocreation of
Oracle Sourcing
Documents
Indicates whether buyer name can be overridden in AutoCreate
PO: Allow Buyer Yes SITE = No
Query Form
Override in
Autocreate Find
Same as above but for categories
PO: Allow Yes SITE = Yes
Category Override
in Autocreate Find
DEFAULT
Indicates whether the Currency Rate can be changed
PO: Allow Rate NULL
Override For User
Rate Type
N/A
PO: Archive
Catalog on
Approval
Indicates Date used on PO generated by Autocreate
PO: AutoCreate GL NULL
Date Option
When Set to Yes Displays Approve , Reject, Approve and
PO: Allow Yes SITE = YEs
Forward, and Forward actions in a notification. Otherwise Shows
Requisition
only Approve and Reject?
Approval Forward
Action
PO: Approval 300 SITE = 300

Timeout Value
Yes means Purchasing automatically defaults source document
PO: Automatic SITE = Yes
and pricing info from the most recent BPA.
Document
No means the value comes from the ASL specified source
Sourcing
Indicates whether supplier site value on an approved PO can be
PO: Change SITE = NULL
changed
Supplier Site
Indicates that the Need By and Promise Date are both in an Open
PO: Check open SITE = NULL
Purchasing Period
periods
Yes = User can create requisitions with a different UOM than the
PO: Convert SITE = Yes
one on the Source Document
Requisition UOM to
Source Document
UOM
DEFAULT
Indicates the Default Displayed Tab in the Supplier Catalog Form
PO: Default SITE = Negotiated Sources
Supplier Item
Catalog Option
Displays Autocreated Document Upon Creation
PO: Display the SITE = Yes
Autocreated
Document
Displays Autocreated Document Upon Creation
PO: Display the SITE = Yes
Autocreated
Quotation
To Deliver EAM OSP Items Directly to the workorder
PO: Enable Direct SITE = Yes
Delivery To Shop
Floor
Determines the time between Receipt and Pay On Receipt
PO: ERS Aging 0 SITE = 0
Period
Prefix on Autocreated Invoices
PO: ERS Invoice ERS- SITE = ERS-
Number Prefix
Indicates whether Internal Requisitions sourced from Stock can be
PO: Legal Both SITE = Both
entered by users
Requisition Type
Maximum Number of Lines to be displayed in a Requisition
PO: Notification SITE =20
notification
Lines Display Limit
Automatically Create Releases during Requisition Import
PO: Release During SITE = Yes
ReqImport
PO: Restrict SITE = No

Requisition line
modify to quantity
split
DEFAULT
For Troubleshooting Purposes. Set if instructed by Oracle Support
PO: Set Debug
Concurrent ON
Value Cannot be changed
PO: Supplier Yes SITE = Yes
Consigned Enabled
Self Explanatory
PO: Warn if RFQ SITE=YES
Required before
Autocreate
Self Explanatory
PO:Override Funds SITE =NULL
Reservation
Online = Online Completes an entire approval Workflow process
PO:Workflow SITE = Online
before letting you proceed to the next activity
Processing Mode
Specifies whether Destination Type Can be overridden during
RCV: Allow routing SITE = YES
Receiving
override
For Troubleshooting Purposes
RCV: Debug Mode SITE = NULL
Include Closed PO in receiving Lines Search
RCV: Default SITE = NULL
Include Closed PO
Option
Print Receipt Traveler automatically upon saving a Receipt
RCV: Print Receipt No SITE = Yes
Transaction
Traveler
RCV: Processing SITE = Online

Mode
DEFAULT
Determines the number of Days from System Date for the Need
ICX: Days Needed 2 SITE = 2
By Date
By
ICX: Language American SITE = American English

English
Max number of page hits per session
ICX: Limit connect 1000 SITE = 1000
Max number of hours requester can be logged on per session
ICX: Limit time 4 SITE = 7
ICX: Numeric NULL SITE = NULL (i.e. obtained

characters from db setting
nls_numeric_parameters)
Indicates whether default Deliver To location can be overridden
ICX: Override Yes SITE = Yes
Location Flag
Indicates whether Requestor Can be overridden
ICX: Override No SITE = No
Requestor
Department Requisitioner =
By All
Determines the line type of amount based non-catalog requests
POR : Amount SITE = Amount Based
Based Services
Line Type
Restricts access to Bulk Loaded Items
POR : Approved SITE = No
Pricing Only
Allows selection of source (internal or suppliers) when creating a
POR:Allow SITE = Yes
requisition in iProc
Manual Selection
of Source
N/A EDI Related
POR: Apply SITE = No
Category Mapping
DEFAULT
Specifies the Default Currency Conversion
POR: Default NULL SITE = CORPORATE
Currency
Conversion Rate
Type
Name of the Requisition Distribution Lines region
POR : Distribution NULL SITE = NULL
Lines Region
Automatic debit Memo Creation for Returns
POR: Enable No SITE = No
Automatic Debit
Memo Creation for
Returns
Note that Funds Check is already covered by Encumbrance
POR: Enable Display error SITE = Display warning on
Accounting enabled in the Financial OThis profile option if enabled
Check Funds on failureNo failure
controls the funds check process by including it in the requisition
checkfunds
submission process in iprocurementptions
For Custom Code related to Requisition Distribution
POR: Enable Req NULL SITE = NULL
Distribution
Customization
For Custom Code related to Requisition Line Level
POR: Enable Yes SITE =Yes (Note that this
Requisition Line value has no effect as there
Customization are no customizations in
place)
For Extracting Images along with items from BPA to the
POR: Extract Yes SITE = Yes
iProcurement Catalog
BPA/Quote Images
Line Type used for quantity based non-catalog requests
POR : Goods Line SITE = Goods
Type
Purchasing News Directory for Multi-Org Environments
POR: Help Path NULL SITE = Null
DEFAULT
Specifies Directory where Images are stored
POR: Hosted NULL SITE = /OA_MEDIA/
Images Directory
S Line Type used for rate based non-catalog requests
POR : Rate Based NULL SITE = NULL
Services Line Type
Enables Blind Receiving for iProcurement
POR: Require No SITE = No
Blind Receiving
Indicates that Internal Requisitions are included in Receipt
POR: Select SITE =Yes
Confirmation Notifications
Internal
Requisition for
Confirm Receipt
If Yes Indicates both Inventory and Expense Requisition
POR: Select SITE = Yes
Destination in Receipt Confirmation Notifications
Inventory
Replenishment
Lines For Confirm
Receipts
For Displaying Thumbnail Images in the Search Results Page
POR: Show SITE = Yes
Thumbnail Images
Dimensions of the displayed image
POR: Thumbnail NULL SITE = NULL
Height
Dimensions of the displayed image
POR: Thumbnail NULL SITE = NULL
Height
Uses Logic to Determine the Order of Search Results Sorting
POR : Sort By No SITE = NULL
Relevance
Determines whether the default approvers are mandatory
POR : System Yes SITE = YES
Approvers are
Mandatory
DEFAULT
Determines if the numbering sequence in Purchasing is used for
POR : Use No SITE = No
Iprocurement
Sequence for
Requisition
Numbering
Determines the maximum amount of search results returned on one
POR: Catalog 7 SITE = 25
page
Result Set Size
Number of records that can be viewed on one page on the
POR: Result Set 10 SITE = 10
Receiving and Requisition Status Page
Size
Specifies the Store that Defaults to the Top of the Shop Page
POR: My Favorite -1 SITE = -1 (Stores are not
Store used)
Requester can set their preferred Deliver To Location
POR : Preferences - NULL USER = Each User his/her
Deliver to Location Department
Enables Requesters to Set their Preferred Requester
POR : Preferences USER= Each User will be
– Requester their own Requester
Specifies whether requisitions in iProcurement are to replenish
POR : Preferences - NULL
Inventory
Selected Items
Default to
Inventory
Specifies the Default Subinventory if above is set to Yes
POR : Preferences NULL USER = NULL
– SubInventory
Used for Grouping Requisition Lines during Create Release
PO: Use Need-by SITE = Yes
Program
Date for Default
Autocreate
Grouping
DEFAULT
Used for Grouping Requisition Lines during Create Release
PO: Use Ship-to for SITE = Yes
Program
Default Autocreate
grouping
Accounting: Control Purchasing Periods (Monthly)
Purchasing>Set-up >Financials>Accounting>Control Purchasing Periods

Description: Use this form to Open New Purchasing Periods and Close Previous Periods
Requisition Import: Requisition Import
Purchasing>Reports> Run> Requisition Import

Description: This programs creates Requisitions originating in EAM (For Outside Services) and in Material Planning (Min-Max)
<Program Schedule>
Periodic Scheduling
Periodically
Run the Job
Current Date
Start
Leave Blank
End Date
5 Hours
Re-run Every
From the Completion of the Prior Run

Apply the Interval
Parameters
(Leaving Blank will pick up both INV and EAM lines)
Import Source
Import Batch Id
All
Group By
Last Requisition Number
No
Multiple Distributions
Yes
Initiate Approval After ReqImport
Expense Account Rules : Expense Account Rules
Procure To Pay Administrator > Purchasing Set-up > Financials > Accounting > Expense Account Rules
Description: This is where category based account values are selected from for charging internet procurement purchases
<Expense Charge Account Rules>
Account Rule Type Account Rule Value Segment Name Segment Value
ITEM CATEGORY <Enter Category Here> Account <xxxx>
ITEM CATEGORY Account
A full list is included in Appendix.
Notifications: Send Purchasing Notifications
Purchasing>Reports> Run> Send Purchasing Document Notifications

Description: This programs creates Notifications for various Purchasing events (Ex: Notification is sent when Quotation approaching Expiry)
<Program Schedule>
Periodic Scheduling
Periodically
Run the Job
Current Date
Start
Leave Blank
End Date
12 Hours
Re-run Every
From the Completion of the Prior Run

Apply the Interval
Parameters
(Leaving Blank will pick up both INV and EAM lines)
Import Source
Import Batch Id
All
Group By
Last Requisition Number
No
Multiple Distributions
Yes
Initiate Approval After ReqImport
Descriptive Flexfields
System Administrator > Application > Descriptive Flexfields

<Descriptive Flexfields>
Application Title Code Name Description
<Segments>
Number Name Window Prompt Column Value Set Displayed Enabled
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
File Ref: 687829687.doc (v. ) Position Hierarchies: Define72

Purchasing Position Hierarchy 48 of 77

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OMAN TELECOMMUNICATIONS

Author: Oracle Consulting

Osama Bakir, Omantel

Michael Danielsen, Oracle

All Rights Reserved

File Ref: 687829687.doc Application Setup

Date Author Version Change Reference

15-Apr- Oracle Consulting Draft 1a

Osama Bakir OMT Project Leader

Copy No. Name Location

1 Library Master Project Library

Copy Number _____

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

Purchasing Approval/PO: Define Approval Groups...............................................5

Purchasing Approval/PO: Define Document Types.................................................7

Purchasing Approval/PO: Assign Approval Groups.............................................14

Lookups, Classes, and Buyers/PO: Define Purchasing Lookups (Access Level:

Lookups, Classes, and Buyers/PO: Define Inspection Codes...............................27

Lookups, Classes, and Buyers/PO: Define Hazard Classes..................................28

Lookups, Classes, and Buyers/PO: Define UN Number........................................29

Lookups, Classes, and Buyers/PO: Define Buyers..................................................30

Standard Notes/PO: Define Standard Attachments...............................................31

Document Controls/PO: Define Line Types.............................................................32

System Options/PO: Define Financial Options........................................................33

System Options/PO: Define Purchasing Options....................................................37

System Options/PO: Define Vendors........................................................................40

Suppliers: Define Suppliers List..................................................................................41

Suppliers: Define Approved Supplier Lists..............................................................42

Suppliers: Define Approved Supplier List Statuses................................................44

Sourcing: Define Sourcing Rules.................................................................................46

Sourcing: Define Sourcing Rule Assignment............................................................47

Position Hierarchies: Define Purchasing Position Hierarchy.................................48

Position Hierarchies: Fill Employee Hierarchy........................................................52

Information Templates: Create Information Templates - iProc.............................55

Catalog Realms: Create and Assign Realms - iProc.................................................56

Catalog Creation: Extract Catalog Data to IProcurement - iProc.........................57

Internal Orders/ Auto Releases: Create Internal Orders/Releases......................58

Profile Options: Purchasing and iProcurement Profile Options............................59

Accounting: Control Purchasing Periods (Monthly)...............................................67

Requisition Import: Requisition Import.....................................................................68

Expense Account Rules : Expense Account Rules...................................................69

Notifications: Send Purchasing Notifications...........................................................70

Descriptive Flexfields : ................................................................................................72

Open and Closed Issues for this Deliverable.............................................................73

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

Profile Options Purchasing and iProcurment

Purchasing Approval PO: Define Approval Groups

Purchasing Approval PO: Define Document Types

Position Hierarchies Define Purchasing Position

Purchasing Approval PO: Fill Employee Hierarchy

Purchasing Approval PO: Assign Approval Groups

Lookups, Classes, and Buyers PO: Define Purchasing

Lookups, Classes, and Buyers PO: Define Inspection Codes

Lookups, Classes, and Buyers PO: Define Hazard Classes

Lookups, Classes, and Buyers PO: Define UN Numbers

Lookups, Classes, and Buyers PO: Define Buyers

Standard Notes PO: Define Standard

File Ref: 687829687.doc Application Setup Control Sheet - Purchasing 1 of 56

Purchasing Category PO: Define PO Category

Purchasing Category PO: Define Value Sets (See

Purchasing Category PO: Define Flexfield Segments

Purchasing Category PO: Define Flexfield Segment

Purchasing Category PO: Define Security Rules N/A