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Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
Collaborative SIG - PO To Receive
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Collaborative SIG - PO To Receive

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Presentation about the dependent data elements between various modules of Oracle EBS. Provides insight into Procure to Pay Process.

Presentation about the dependent data elements between various modules of Oracle EBS. Provides insight into Procure to Pay Process.

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  • 1. Collaborative SIG: PO to Receive in the Procure to Pay Process Ketan Thanki Group IT Manager Ameron International [email_address] Session: 8743 Room # W315B Apr 13, 2011 @ 9:15 AM
  • 2.
    • About the Presenter
    • Business Flow Overview
    • Procure to Pay Overview
    • CS Business Case Overview
    • Purchase Order Overview & Data Elements
    • Receiving Overview & Data Elements
    • Review PO and Other Modules Dependency and Setups
    Agenda
  • 3.
    • Ketan Thanki
      • 12 years Oracle Experience in implementation, Support, Project Management and Program Management
      • Group IT Manager – Ameron International
        • Responsible for Overall ERP & Reporting Strategy for Ameron FCPG
        • Managing Support on Oracle E-Business Suite R12 Instance
        • Managing Reporting Project for Group’s Oracle Implementation
        • Planning Rollout of Oracle E-Business Suite to other Regions
      • Certified Oracle Master
    About the Presenter
  • 4. Business Flows Overview
  • 5. Where are we now? Quote to Cash Procure to Pay Design to Build Accounting to Financial Reports End Start People to Paycheck Project to Close
  • 6. Procure to Pay Overview
  • 7.  
  • 8. PO To Receive Overview
  • 9. Copyright © 2011 Chi-Star Technology ®
  • 10. Collaborative SIG Presentations Business Case Overview
  • 11. Previous Presentations
    • CS - Business Case Overview for Quote to Cash and Procure to Pay Process
      • Session: 8739
      • Presented by Hans Kolbe
    • CS - Sourcing and Requisitions in the Procure to Pay Process
      • Session: 8748
      • Presented by Thomas Simkiss
    • CS - Invoice to Payments in Procure to Pay Process
      • Session: 8731
      • Presented by: Markus Hentschel
  • 12. Previous Presentations
    • CS - Project to Profits Fundamentals: Using Projects with Quote to Cash and Procure to Pay
      • Session: 8477
      • Presented by: Becky Alvarez
    • CS - Assets to Retire Fundamentals
      • Session: 8723
      • Presented by: Brian Bouchard
    • CS - Business Flow Overview and Master Data Management in Quote To Cash Process
      • Session: 8783
      • Presented by: Robin Walker
  • 13. Previous Presentations
    • CS - CRM/ Fundamentals: Opportunity to Quote Process
      • Session: 8767
      • Presented by: Ravi Kambhaladinne
    • CS - Order Management Fundaments: Quote to Ship Process
      • Session: 8761
      • Presented by: Maggie Coleman
    • CS - Oracle Receivables Fundamentals: AR to Collect Process
      • Session: 8755
      • Presented by: Cathy Cakebread
  • 14. Previous Presentations
    • CS - Accounting in R12: Procure To Pay Process
      • Session: 8716
      • Presented by: Mohan Iyer
    • CS - Accounting in R12: Quote to Cash Process
      • Session: 8710
      • Presented by: Mohan Iyer
    • CS - Town Hall Meeting: Quote to Cash and Procure to Pay - Q&A Panel
      • Session: 8450
      • Organized by: Mohan Dutt
  • 15. PO Data Elements
    • Requisitions
    • Organizations, Operating Units
    • Supplier & Supplier Site
    • Calendar
    • Location – Ship-To, Bill-To, Sub-Inventory
    • Currency & Exchange Rates
    • Type of PO – Good, Services, OSP
    • Items
    • PO Category
    • Unit of Measure
    • Contracts, Negotiated Price
    • Account
    • Supplier Lists
    • Tolerance Levels
    • Projects, Types, Project Organizations
  • 16. Purchase Order Overview
    • PO Creation Options
      • Auto Create
      • Manual
    • PO Types
      • Standard
      • Blanket & Releases
    • Approved Supplier Lists
    • PO Lines, Shipments & Distributions
      • Line Types, Items,
      • Shipment location, dates and Tolerances
      • Distribution Accounts
      • Projects / Assets
    • Price Lists
    • PO Receipt Tolerances
      • Receiving
      • Dates
    Shared Setups
    • PO Approval Process
      • Employee Supervisor
      • Position Hierarchy
      • Custom (AME)
    • Send PO to Supplier
      • Electronic
      • Fax
      • Email
      • Mail
    Supplier / Supplier Site Approved Supplier List Price List Employee / Buyer Location Items Inv. Org Account Projects / Assets Inv. / PO Category
  • 17. Receiving Data Elements
    • Purchase Order
    • Unit of Measure
    • Currency & Exchange Rates
    • Destination Type
    • OSP Details
    • SO Number
    • Items
    • Supplier & Supplier Site
    • Location
    • Organization
    • Department & Account
    • Tolerance Limits
    • Employee
    • Quality Codes
  • 18. Receiving Overview
    • Receive PO
      • Physical Receipt
      • Enter Receipt in System
    • Receiving Options
      • Requestor (iProcurement)
      • Receiving Department
    • Receipt Types
    • Quality Inspection
      • Review Item matches Quality Codes / Standards
    • Supplier Returns
      • Not Correct Item
      • Not Correct Quality
      • Not Correct Location
      • Not correct Time Tolerance
    Shared Setups Supplier & Site Employee Location Items Tolerance Limits Inv. Org Quality Code Dept. / Account Inv. / PO Category
  • 19. PO & Inventory Dependency
    • Items Setup in Inventory are Used in a PO
    • Item Attributes Assigned define behavior of Items on a PO
    • Categories Defined and assigned to Items are defaulted to Items Ordered in a PO
    Shared Setups Items Inv. Org Location Item Type Tolerance Limits Item Status Item Cost Sub-Inventory OU Account Inv. / PO Category
  • 20. PO & AP Dependency
    • Invoices Need a PO Number to Match
    • PO Distribution Details Default to Invoice Lines
    • Projects and Assets Information default to Invoice Line Distribution depending on PO Match
    • AP Invoice Holds depend on PO Tolerance limits and Paid When Holds are released or Tolerance level met
    Shared Setups Supplier & Site Ledger Location Items Tolerance Limits Match Option Operating Unit Dept. / Account Inv. / PO Category
  • 21. PO & Projects Dependency
    • Projects setup in Project Accounting can be selected at the PO Distribution level
    • Type of Project Determines the Project default
    • Accounting derived based on Defaults for Projects
    • Project status affects the use of specific project on a PO
    Shared Setups Supplier & Site Employee Location Items Tolerance Limits Inv. Org Quality Code Dept. / Account Inv. / PO Category
  • 22. PO & Assets Dependency
    • Items classified with Asset Category used on a PO derive the classification of Item on a PO line
  • 23. PO & Assets Dependency – Cont’d
    • PO Defaults are interfaced to Assets via AP Module
    • Asset Category & Asset Clearing Account is interfaced to Assets from PO
    • Important to select Appropriate Account on PO, before the PO Line can interface to Assets via Mass Additions
    • Supplier information defaults to Assets from PO
    • Employee and Manufacturer information interfaced from PO to Assets
    Shared Setups Supplier & Site Employee Location Items Tolerance Limits Inv. Org Quality Code Dept. / Account Inv. / PO Category
  • 24. PO and GL Dependency
    • All Account details defined on Items, Projects or Item Categories determine the account on a PO Shipment’s Distribution
    • Employee Default account information determines the account on a PO Distribution for Expense related PO/Requisition
    • Default account selected on a Requisition derives the account on a PO Distribution
    • SLA Definition derives the account on a GL Transfer
    • PO Accrual Account derived based on SLA Rules
    Shared Setups Supplier & Site Employee Exchange Rate Currency Ledger Inv. Org Operating Unit Dept. / Account Inv. / PO Category
  • 25. PO and OM Dependency
    • Items defined as Outside Processing (OSP) are defaulted on a Internal Sales Order, which then converts it into a Internal Requisition and a PO
    • Drop-shipment functionality affects PO Item behavior
    • OSP PO’s receipts default the shipments of Customer Orders
    Shared Setups Supplier & Site Employee Location Item Tolerance Limits Inv. Org Price List Operating Unit Item Cost Dept. / Account Inv. / PO Category
  • 26.
    • Questions
    • Contact & Feedback:
    • [email_address] Session ID: 8743
    • Name: PO to Receive in the Procure to Pay Process

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