R12 Purchasing Presentation OA

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R12 Oracle Purchasing Features

Basic Set-up
• 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.

http://apps2fusion.com
Business Case

Vision Corporation
(Business Group)

A2F Industries A2FM


(Operating Unit) (Master Inv Org)

A2F1 A2F2
(Inv Org) (Inv Org)

Organization Structure

Your Manufacturing Plant, Inventory are Located in LONDON


Basic Set-up
• Set-up includes
 Define Document Styles
 Controlling Purchasing Periods
 Define UOM’s & Its Conversions
 Defining Items in Oracle Inventory.
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 X Operating unit Y Operating unit Z


Defining Multi Org Access Control (MOAC)
Defining Purchasing Options
• Purchasing Options defines default value and controls for functions throughout
Purchasing.
Documents, Its Security & Control

1 Requisitions Types Purchase Internal

2 Purchase Orders Types Standard Planned

3 RFQs Types Bid Catalog Standard

4 Purchase Types Blanket Contract


Agreements

5 Quotations Types Bid Catalog Standard

6 Releases Types Blanket schedule

Document Types & Sub Types


Document Security Levels

Document
Approvers Buyers Hierarchy All
Owner
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 organization’s 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 Value that specifies the quantity of an item

•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

Planning &
Procurement
UOM:Ton
Bill of Materials
UOM:Each Work In Process
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
•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
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 Buyer’s Work Center
Professional Buyer’s Work Center (PBWC)

The Professional Buyer’s 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

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