R12 Oracle Purchasing Features

Set-up includes
Creating Users
Adding Responsibility to the Users
Creating Employees in Oracle HRMS
Defining Jobs & Positions
Associating Job & Position with the respective employees in
the organization.
Associate employee with the User Ids
Define Buyers
Define Multi-Org Access Control (MOAC)
Define Purchasing Options
Define Document Security & Control
Defining Approval Hierarchies for Document approval.
Basic Set-up
http://apps2fusion.com
Business Case
Your Manufacturing Plant, Inventory are Located in LONDON
Vision Corporation
(Business Group)
A2F Industries
(Operating Unit)
A2FM
(Master Inv Org)
A2F2
(Inv Org)
A2F1
(Inv Org)
Organization Structure
Set-up includes
Define Document Styles
Controlling Purchasing Periods
Define UOMs & Its Conversions
Defining Items in Oracle Inventory.

Basic Set-up


Defining Multi Org Access Control (MOAC)

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

Enable shared services while maintaining operating unit security
Application
Responsibility A
Operating unit Y Operating unit Z Operating unit X


Defining Multi Org Access Control (MOAC)

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

Defining Purchasing Options



Documents, Its Security & Control

Document Types & Sub Types
Requisitions
Types

Purchase

Internal
1
Purchase Orders
Types

Standard


Planned 2
RFQs
Types

Bid

Standard Catalog
3
Purchase
Agreements
Types

Blanket

Contract 4
Quotations
Types

Bid

Standard Catalog
5
Releases
Types

Blanket

schedule 6


Document Security Levels


Document
Owner
Approvers Buyers Hierarchy All
Private

Purchasing

Hierarchy

Public



Document Access Levels




Document Approval Options

Oracle Purchasing enables to approve any document in two ways
1. Employee / Supervisor Hierarchy
2. Position Hierarchy
The Method has to be opted and accordingly the application has to be set for
the selected method.
The selection is done in the Financials Options window.


Document Approval Options

Document Approval
Method Selection


Defining Document Styles
Control the look and feel of the application to match the needs of different
purchasing documents
Turn on or off various Oracle Purchasing features, simplifying the user interface.
Name Purchasing documents to match your organizations business and naming
conventions .



Controlling Purchasing Periods
Control the Purchasing Periods defined in the Accounting Calendar window

Define UOMs & its Conversions
A Unit Of Measure is a specified in all transactions.
Unit of Measure for same item may be different during various process. Hence
conversions has to be established between Different UOMs
A Unit Of Measure is a Value that specifies the quantity of an item
Bill of Materials
Planning &
Procurement
Work In Process
UOM:Each
UOM:Ton
UOM:Lot
Defining Items
To Procure the items required for the organization, First it has to be defined in
the application.
Item Definition is performed in Inventory Module.
In this case, you will be procuring Radiator Parts for the Diesel Cars. Sl No

Sl No Item Number Part Name
1 Radiator Assembly XX_R
2 Radiator Body & Tank (1 no) XX_RBT
3 Radiator Fan (1 no) XX_RF
4 Radiator Cover (1 no) XX_RC
5 Radiator Rubber Mount (2 Nos) XX_RRM
6 Radiator Bolts (10 nos) XX_RB
7 Radiator Metal Grill XX_RMG
Defining Items
Supplier &
Supplier Lists
Introduction



Your Company Suppliers
Suppliers
Suppliers are a fundamental part of the entire Procure to Pay process.
In the Oracle E-Business suite they are central to the Procurement process
and are shared by multiple applications.
We must define a supplier before performing activities within Oracle
Purchasing and Payables.
The following examples list the areas in which you use suppliers.
Supplier
Supplier Lists
Oracle Purchasing allows to create a supplier lists according to criteria we define,
such as an item, manufacturing category, geographic location, or others.
We can combine supplier lists to produce many copies of our RFQ automatically.
Defining a Supplier List is completely optional.
If you routinely send RFQs to the same group of suppliers, it makes sense to set
up a Supplier List.
When you create a RFQ, you can copy one or more of your suppliers defined in
your Supplier List to your RFQ
Supplier Lists
Approved Supplier Lists
All procurement organizations maintain lists that associate the items and services
they buy with the companies who supply them, either formally or informally.
Data stored in a controlled.
Global repository containing relevant details about each ship-from/ ship-to/item
relationship, is knows as an Approved Supplier List (ASL).
This repository includes information about all ASL suppliers with their business
status like Approved, Debarred or New
Approved Supplier Lists
Professional Buyers Work Center
Professional Buyers Work Center (PBWC)
The Professional Buyers Work Center is a web-based workbench from which
buyer can efficiently perform many of their daily tasks:
View and act upon requisition demand
Create and manage purchase orders
Create and manage purchase agreements
Run negotiation events including auctions and RFxs
Manage supplier information
Manage contract deliverables
PBWC - Benefits
Increase productivity:
Optimized for shared service centers
Streamlined interface increase efficiency
Seeded views for faster access of information
Custom views for access to information and to personally prioritize tasks
PBWC - Overview
Requisitions
View and Process Requisitions into Orders or Sourcing Events
Orders
Create and Manage Purchase Orders
Agreements
Create and Manage Blanket and Contract Purchase Agreements
Deliverables
Manage Procurement Contract Deliverables
Negotiations
Access Oracle Sourcing
Suppliers
Create and Manage Supply Base

PBWC Requisition Management
A streamlined HTML user interface to look up and act upon requisitions:
Create purchase orders and solicitations for bids
Return requisition lines to requestors
Reassign requisition lines to other buyers
Split requisition lines in order to source from multiple suppliers
Replace one-off non-catalog requests with catalog items
View draft, approved, and processed requisitions
PBWC Requisition Management
Demand Workbench -
View and Process
Requisition Queue
Requisition Summary Inquire
draft, approved and processed
requisitions
PBWC Requisition Management Document
Builder
PBWC Requisition Management Return
Requisition Line
PBWC Requisition Management Split
Requisition Line
PBWC Requisition Management Split
Requisition Line
PBWC Purchase Order Creation
PBWC Purchase Order Creation
PBWC Purchase Agreement Creation
PBWC Purchase Agreement Creation
PBWC Purchase Agreement Creation