Oracle Purchasing Setups - Kannan

Oracle Fusion Enterprise Structure Setups
ORACLE FUSION PURCHASING AND SETUPS
Submitted By: KANNAN E

FocusR Consultancy and Technologies Private Limited
#Y83, 1st Floor, 4th Street, Y Block, Anna Nagar, Chennai,
Tamil Nadu - 600040, INDIA.
Phone: +91 44 4550 0999
Web site : www.focusrtech.com
FOCUSR Confidential 1 |P a g e
Table of Contents
1. PURCHASING USER CREATION.......................................................................................................................3
1.1 MANAGE DATA ACCESS FOR USER........................................................................................................6
1.2 ASSIGN ROLES TO THE USER...................................................................................................................7
2. PROCUREMENT AGENT CREATION..............................................................................................................10
3. COMMON OPTION FOR PAYABLE AND PROCUREMENT.........................................................................14
3.1 PAYMENT TERMS......................................................................................................................................17
3.2 CONFIGURE PROCUREMENT BUSINESS FUNCTION.........................................................................19
3.3 CONFIGURE REQUSTIONING BUSINESS FUNCTION.........................................................................24
3.4 RECEIVING PARAMETERS......................................................................................................................27
4. SUPPLIER CREATION........................................................................................................................................29
4.1 APPROVAL SETUPS FOR SUPPLIER.......................................................................................................29
4.2 SUPPLIER CREATION................................................................................................................................35
4.3 SUPPLIER MANAGER ROLE FOR SUPPLIER CREATION...................................................................38
4.4 SECURITY ITEM CLASS............................................................................................................................47
4.5 ROLE ASSIGNMENT..................................................................................................................................51
4.6 ITEM CREATION........................................................................................................................................51
5. MANAGE MAPPING SETS.................................................................................................................................55
1. PURCHASING USER CREATION

In order to make purchasing Transaction authorized person required. So create Purchasing
manager here
Go to Setup and Maintenance.
Click Manage Implementation Projects.
Select your implementation project.
Select the manage users from manufacturing pathway.
Select the manage users and go to task.
Enter the User details for legal employee.
Purchasing user is the authorized person assigned with BU and Legal Entity.
1.1 MANAGE DATA ACCESS FOR USER

Giving Access to user who is going to perform specified actions. Here given Access related
to Procurement transactions.
Search Manage Data Access.
Select the Supply chain pathway.
Given access for user to access BU, Inventory, Primary Ledger.
1.2 ASSIGN ROLES TO THE USER

Roles are given to users to perform specific tasks.
Select the edit option.
Select the Add Role and add the needed roles.
The respected roles are given to the user for procurement activities.
Here given required roles for user to perform procurement transaction.
2. PROCUREMENT AGENT CREATION
Select create new to create a new procurement agent.
Choose the pathway as supply chain.
Click the + to create new PA.
3. COMMON OPTION FOR PAYABLE AND PROCUREMENT
Choose the path as procurement.
Enter the details of account combinations for common payables and procurement.
Transaction Accounts in payables and Procurement will be assigned here.
3.1 PAYMENT TERMS
 Search the manage payment terms and select the procurement pathway.
 Select Go to task.
Enter your payment terms and save it.
Time taken to pay the payment to our supplier is considered as payment terms.
3.2 CONFIGURE PROCUREMENT BUSINESS FUNCTION

Configure our BU for the Procurement Transaction
Select the Procurement BU as Ashok Leyland.
Click Save and Close.
3.3 CONFIGURE REQUSTIONING BUSINESS FUNCTION

Configure Requisitioning BU while Requisition takes place
3.4 RECEIVING PARAMETERS
4. SUPPLIER CREATION
4.1 APPROVAL SETUPS FOR SUPPLIER
Similar procedure for PO Document Approval.
4.2 SUPPLIER CREATION

A supplier is a person, company, or organization that sells or supplies something such as
goods or equipment to customers.
For the creation of Supplier we must login from Purchase engineer ID that we have created
4.3 SUPPLIER MANAGER ROLE FOR SUPPLIER CREATION
This Role is given for the agent to create a supplier.
 Supplier Manager is the essential role to create supplier.

 If this role not enabled, then the Create Supplier tab will not popup while Supplier
creation.
 The supplier name along with the basic details is given.

 Click Create.
Add the address of the supplier along with the site information and site assignment.
 In the Supplier creation, assign our BU.

 Therefore, this particular BU belongs to this supplier.
In the Site Settings, select the ship to and bill to location and choose Procurement BU.
4.4 SECURITY ITEM CLASS
Choose the root class and create your own class with it.
Go to Security and assign the user with the IMO and Inventory.
Assign user to access the item class.
4.5 ROLE ASSIGNMENT
Here we need Advanced Procurement Requestor role.
And Assign Product data Steward role.
4.6 ITEM CREATION

Login from the Purchase engineer ID
Associate the item with IMO and Inventory.
5. MANAGE MAPPING SETS

Define a mapping set when you have a matrix of input values that produce distinct
output values.
For each input value, specify a corresponding account combination or segment output
value.
Check everything Assigned Properly.
In the implementation project mapping should be done.
Click Set as Default.
 Click ok and Click Set as Default for everything we going to mapping follows.
 Then Click Save and close.
Set default and Click Save and Close.
Set Default and Save and Close.
This Completes the Procurement Setups.

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Oracle Fusion Enterprise Structure Setups

ORACLE FUSION PURCHASING AND SETUPS

Submitted By: KANNAN E

1. PURCHASING USER CREATION

Go to Setup and Maintenance.

Click Manage Implementation Projects.

Select your implementation project.

Select the manage users from manufacturing pathway.

Select the manage users and go to task.

Enter the User details for legal employee.

1.1 MANAGE DATA ACCESS FOR USER

Search Manage Data Access.

Select the Supply chain pathway.

Given access for user to access BU, Inventory, Primary Ledger.

1.2 ASSIGN ROLES TO THE USER

Select the edit option.

Select the Add Role and add the needed roles.

Here given required roles for user to perform procurement transaction.

2. PROCUREMENT AGENT CREATION

Select create new to create a new procurement agent.

Choose the pathway as supply chain.

Click the + to create new PA.

3. COMMON OPTION FOR PAYABLE AND PROCUREMENT

Choose the path as procurement.

Transaction Accounts in payables and Procurement will be assigned here.

3.1 PAYMENT TERMS

Enter your payment terms and save it.

3.2 CONFIGURE PROCUREMENT BUSINESS FUNCTION

Select the Procurement BU as Ashok Leyland.

Click Save and Close.

3.3 CONFIGURE REQUSTIONING BUSINESS FUNCTION

3.4 RECEIVING PARAMETERS

Similar procedure for PO Document Approval.

4.2 SUPPLIER CREATION

4.3 SUPPLIER MANAGER ROLE FOR SUPPLIER CREATION

This Role is given for the agent to create a supplier.

 Supplier Manager is the essential role to create supplier.

 The supplier name along with the basic details is given.

 In the Supplier creation, assign our BU.

4.4 SECURITY ITEM CLASS

Assign user to access the item class.

4.5 ROLE ASSIGNMENT

Here we need Advanced Procurement Requestor role.

And Assign Product data Steward role.

4.6 ITEM CREATION

Associate the item with IMO and Inventory.

5. MANAGE MAPPING SETS

Check everything Assigned Properly.

In the implementation project mapping should be done.

Click Set as Default.

Set default and Click Save and Close.

Set Default and Save and Close.

This Completes the Procurement Setups.

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