Purchasing presentation OA

7/29/2019 Purchasing presentation OA

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R12 Oracle Purchasing Features


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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


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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


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Set-up includes

Define Document Styles

Controlling Purchasing Periods

Define UOMs & Its Conversions

Defining Items in Oracle Inventory.

Basic Set-up


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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 ZOperating unit X


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Defining Multi Org Access Control (MOAC)


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Purchasing Options defines default value and controls for functions throughout

Purchasing.

Defining Purchasing Options


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Documents, Its Security & Control

Document Types & Sub Types

Requisitions Types Purchase Internal1

Purchase Orders Types Standard

Planned2

RFQs Types Bid StandardCatalog3

PurchaseAgreements

Types Blanket Contract4

Quotations Types Bid StandardCatalog5

Releases Types Blanket schedule6


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Document Security Levels

DocumentOwner

Approvers Buyers Hierarchy All

Private

Purchasing

Hierarchy

Public


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Document Access Levels


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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 forthe selected method.

The selection is done in the Financials Options window.


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Document Approval Options

Document Approval

Method Selection


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Defining Document Styles

Control the look and feel of the application to match the needs of different

purchasing documentsTurn on or off various Oracle Purchasing features, simplifying the user interface.

Name Purchasing documents to match your organizations business and naming

conventions .


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Controlling Purchasing Periods

Control the Purchasing Periods defined in the Accounting Calendar window


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Define UOMs & its Conversions

A Unit Of Measure is a specified in all transactions.

Unit of Measure for same item may be different during various process. Hence

conversions has to be established between Different UOMs

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

Bill of Materials

Planning &

Procurement

Work In ProcessUOM:Each

UOM:Ton

UOM:Lot


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Supplier &

Supplier Lists


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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.


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Supplier


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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


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Supplier Lists


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Approved Supplier Lists

All procurement organizations maintain lists that associate the items and servicesthey 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


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Approved Supplier Lists


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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


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PBWC - Benefits

Increase productivity:

Optimized for shared service centersStreamlined interface increase efficiency

Seeded views for faster access of information

Custom views for access to information and to personally prioritize tasks


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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


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PBWC Requisition Management

A streamlined HTML user interface to look up and act upon requisitions:

Create purchase orders and solicitations for bidsReturn 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


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PBWC Requisition Management

Demand Workbench -

View and Process

Requisition Queue

Requisition Summary Inquiredraft, approved and processed

requisitions

i i i


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PBWC Requisition Management Document

Builder

PBWC R i i i M R


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PBWC Requisition Management Return

Requisition Line

PBWC R i i i M S li


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PBWC Requisition Management Split

Requisition Line

PBWC R i iti M t S lit


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PBWC Requisition Management Split

Requisition Line

PBWC P h O d C ti


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PBWC Purchase Order Creation

PBWC P h O d C ti


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PBWC Purchase Order Creation

PBWC P h A t C ti


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PBWC Purchase Agreement Creation

PBWC P h A t C ti


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PBWC P rchase Agreement Creation


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Purchasing presentation OA

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