Purchasing Process.doc

SD.010 SOLUTION DESIGN
XXX - Purchasing
Author: XXX
Creation Date: April 05, 2016
Last Updated: Wednesday, November 22, 2023
Document Ref: SD10 Purchasing
Version: 1.0
Approvals:
Copy Number _____

Document Control
Change Record
Date Author Version Change Reference
26-Apr-16 Charan Kotachejerla Draft No previous document
Reviewers
Name Position
Distribution
Copy
No.
Name Location
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If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the
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purposes.

Contents
Document Control ..................................................................................................................2
Introduction.............................................................................................................................6
Assumptions.....................................................................................................................6
Descriptive Overview:............................................................................................................7
Design Assumptions: ......................................................................................................7
Exclusions .........................................................................................................................7
System Integration..................................................................................................................8
Key Business Processes – Listing and Solution Design .....................................................9
PO-010: Create and Approve Purchase Requisition ........................................................11
Process Overview ..........................................................................................................11
Sub Process Detailed List..............................................................................................11
MD50s - Interfaces/Conversion/Reports/Extensions.............................................12
Assumptions...................................................................................................................12
Process Flows .................................................................................................................13
PO-020: Approve Requisitions............................................................................................14
Assumptions...................................................................................................................14
Process Flows .................................................................................................................15
PO-030: Requisition Summary............................................................................................16
Assumptions...................................................................................................................16
Process Flows .................................................................................................................17
PO-040: Buyer Returns Requisitions ..................................................................................18
Assumptions...................................................................................................................19
Process Flows .................................................................................................................20
PO-050: Create RFQ using Autocreate...............................................................................21
Assumptions...................................................................................................................21

Process Flows .................................................................................................................22
PO-060: Create Quotation using RFQ ................................................................................23
Assumptions...................................................................................................................24
Process Flows .................................................................................................................25
PO-070: Create Quotation manually ..................................................................................26
Assumptions...................................................................................................................27
Process Flows .................................................................................................................28
PO-080: Create Standard Purchase Order using Autocreate..........................................29
Assumptions...................................................................................................................30
Process Flows .................................................................................................................31
PO-090: Create Standard Purchase Order using Quotations..........................................32
Assumptions...................................................................................................................33
Process Flows .................................................................................................................34
PO-100: Create Standard Purchase Order manually........................................................35
Assumptions...................................................................................................................37
Process Flows .................................................................................................................38
PO-110: Create Blanket Purchase Agreement using Quotation .....................................39
Assumptions...................................................................................................................40
Process Flows .................................................................................................................41
PO-120: Create Blanket Purchase Agreement manually .................................................42
Assumptions...................................................................................................................43
Process Flows .................................................................................................................44
PO-130: Create Blanket Release using Autocreate ...........................................................45
Assumptions...................................................................................................................46
Process Flows .................................................................................................................47

PO-140: Create Blanket Release manually.........................................................................48
Assumptions...................................................................................................................48
Process Flows .................................................................................................................49
PO-150: Approve Purchase Requisitions /Blanket Release............................................50
Assumptions...................................................................................................................50
Process Flows .................................................................................................................51
PO-160: Purchase Order Summary.....................................................................................52
Assumptions...................................................................................................................53
Process Flows .................................................................................................................54
PO-170: Consignment Inventory ........................................................................................55
Assumptions...................................................................................................................55
Process Flows .................................................................................................................56
PO-180: Create Approved Supplier List ............................................................................57
Assumptions...................................................................................................................58
Process Flows .................................................................................................................59
PO-190: Create Sourcing Rules ...........................................................................................60
Assumptions...................................................................................................................60
Process Flows .................................................................................................................61
PO-200: Create Sourcing Rule Assignments .....................................................................62
Assumptions...................................................................................................................62
Process Flows .................................................................................................................63
Open and Closed Issues.......................................................................................................64
Open Issues.....................................................................................................................64
Closed Issues ..................................................................................................................64

Introduction
The purpose of this Final Design Process Narrative document is to describe the Process related
to XXX – Purchasing and its impact on the system architecture and the business.
Assumptions
All the requirements have been listed, reviewed and approved.
SD10 document has been written based upon the requirements agreed upon in Requirements document.
All the custom programs listed here will have a detailed MD50 functional design specification document.

Descriptive Overview:
Design Assumptions:
The purpose of the Solution Design document is to describe the predominant future business process flows
required to support Oracle Purchasing
This document provides:
 A short narrative for each corresponding process flow. The flows will represent the high-level view of how
standard business will be transacted in the future and not focus on exception processing.
 Step by step details describing each process and sub-process will be provided. These steps will indicate
what is achieved via standard functionality opposed to what will require technical development effort
(RICE components).
Any outstanding issues or decisions that impact this design are noted within the document along with any
assumptions made around them.
Exclusions
Data from sub-modules and external systems may be required to support the future solution design
model. The business requirements and solutions components related to other Oracle modules and their
related processes are explained in their respective Solution Design documents

System Integration
This document only discusses the processes occurring within the Oracle EBS environment and the integration
processes for related 3rd party systems. Functionality within the 3rd party systems is outside of the scope of this
document.
Below is a list of primary 3rd party systems to be manually integrated along with a brief description of their
purpose.

Key Business Processes – Listing and Solution Design
Below are the key business processes, which will be depicted with process flows:
Process Process Description Comments (Topics which will be covered – Major
Highlights)
Status
PO-010
BOM-010
Create Purchase Requisitions
PO-020 Approve Requisitions
PO-030 Requisition Summary
PO-040 Buyer Returns Requisition
PO-050 Create RFQ using Autocreate
PO-060 Create Quotation using RFQ
PO-070 Create Quotation manually
PO-080 Create Standard Purchase Order using Autocreate
PO-090 Create Standard Purchase Order using Quotation
PO-100 Create Standard Purchase Order manually
PO-110 Create Blanket Purchase Agreement using Quotation
PO-120 Create Blanket Purchase Agreement manually
PO-130 Create Blanket Release using Autocreate
PO-140 Create Blanket Release manually
PO-150 Approve Purchase Requisitions /Blanket Releases
PO-160 Purchase Order Summary
PO-170 Consigned Inventory Process
PO-180 Create Approved Supplier List
PO-190 Create Sourcing Rules

Process Process Description Comments (Topics which will be covered – Major
Highlights)
Status
PO-200 Create Sourcing Rule Assignments

PO-010: Create and Approve Purchase Requisition
Process Overview
Manually create and approve purchase requisitions
Sub Process Detailed List
Sub-Process
Step #
Sub-Process
Step Name
 Sub-Process Step
Description
Gap
Reference
Responsibility
Name/Related Process
Ref
Requirements
Satisfied
Comments

PO-010.1 Requisitions  Select Requisitions form from
Navigation Menu.
XXX Purchasing User
PO-010.2 Select Type -
Purchase
Requisition
 Select the Standard Type –
Purchase Requisition.
XXX Purchasing User
PO-010.3 Enter Item
Number Or
Enter Category
and description
 Enter Item number or click
Tab and few fields will
populate.
 Enter Category and enter the
description only in case of
without item
XXX Purchasing User
PO-010.4 Select Item Rev  Optional-Select the Item
Revision
XXX Purchasing User
PO-010.5 Enter Quantity
and Price
 Enter the Item Quantity
 Enter or Change Price
XXX Purchasing User
PO-010.6 Enter Need-By
(Mandatory)
and Promised
Date (Optional)
 Enter Need-By date
(Mandatory)
 Enter Promised Date
(Optional)
XXX Purchasing User
PO-010.6 Select
Subinventory
 Optional-Select Subinventory XXX Purchasing User
PO-010.7 Select Supplier  Optional-Select the Supplier XXX Purchasing User If Item has
Sourcing Rules
set. Supplier will
be auto
populated

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Responsibility
Ref
Requirements
Satisfied
Comments

PO-010.8 Select Site  Optional-Select the Site XXX Purchasing User If Item has
Sourcing Rules
set. Site will be
auto populated
PO-010.9 Select Contact  Optional-Select the Contact XXX Purchasing User
PO-010.10 Click
Distributions
 Click on Distributions button XXX Purchasing User
PO-010.11 Enter Correct
Charge Account
 Enter Correct charge accounts
in case of Item not entered
XXX Purchasing User
PO-010.12 Save  Save XXX Purchasing User
PO-190 Approve
Requisition
 Approve Requisition XXX Purchasing User
MD50s - Interfaces/Conversion/Reports/Extensions
N/A
Assumptions
Most Requisitions will be created from Sales order or OSP job or released from the Planner Workbench.

Process Flows
PO-010.2
Select Type –
Purchase Requisition
Start
Create Purchase Requisition
Create Purchase Requisition Process Flow
Requestor/Buyer
Legend
Start/ Stop Process Decision Box SystemicProcess
PO-010.3
Enter Item Number
Or Enter Category
and Description
PO-010.4
Select Item Rev
(optional)
PO-010.6
Enter Need-by
(Mandatory) and
Promised
Date(Optional)
PO-010.7
Select Subinvenotry
(Optional)
PO-010.8
Select Supplier
(Optional)
PO-010.9
Select Site
(Optional)
PO-010.10
Select Contact
(Optional)
PO-010.10
Click Distributions
(Optional)
PO-010.11
Enter Correct Charge
Account
(Optional)
PO-020
Approve Requisition
Save
PO-010.5
Enter Quantity and
Price
PO-010.1
Requisitions

PO-020: Approve Requisitions
Process Overview
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Responsibility
Ref
Requirements
Satisfied
Comments

PO-020.1 Approve
Documents
 Click Approve button in
Requisition form
XXX Purchasing User
PO-020.2 Click OK  Click Ok Button XXX Purchasing User
PO-020.3 Requisition will
be in Approved
Status
 Requisition will be in
Approved Status
XXX Purchasing User
PO-020.4 Select the
Notifications in
Oracle
Applications
Home Page
 Select the Notifications in
Oracle Applications Home
Page
XXX Purchasing User
PO-020.5 Select Approve
or Reject button
 Select Approve or Reject
button
XXX Purchasing User
PO-020.6 Requisitions
will be in
Rejected status
 Requisitions will be in
Rejected status
XXX Purchasing User
N/A
Assumptions
Requisition created and ready for Approval

Process Flows
Receive Inventory Item with Inspection
Receive Inventory Item with Inspection Flow
Requestor/Buyer
Buyers
Legend
Approve Requisitions
PO-020.1
Approve Document
Start
Approve Requisitions
PO-020.4
Select the
Notifications in Oracle
Applications Home
Page
PO-020.2
Click OK
PO-020.5
Select Approve Or
Reject button
Approval Limits
Yes
No
PO-020.3
Requisition will be in
Approved Status
Approved
Yes
No
PO-020.6
Rejected Status

PO-030: Requisition Summary
Process Overview
View Requisition Summary
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Responsibility
Ref
Requirements
Satisfied
Comments

PO-030.1 Requisition
Summary
 Select Requisition Summary
form from Navigation Menu.
PO-030.2 Enter
Requisition
Number
 Enter Requisition Number XXX Purchasing User
PO-030.3 Enter Preparer  Enter Preparer XXX Purchasing User
PO-030.4 Enter Buyer  Enter Buyer XXX Purchasing User
PO-030.5 Find  Click Find XXX Purchasing User
PO-030.6 Lines  Click Lines XXX Purchasing User
PO-030.7 Distributions  Click Distributions XXX Purchasing User
N/A
Assumptions
Most Requisitions will be created from Sales order or OSP job or released from the Planner Workbench.

Process Flows
PO-030.1
Enter Requisition
Number
Start
Requisition Summary
Requisition Summary Process Flow
Requestor/Buyer
Legend
PO-030.2
Enter Preparer
PO-030.3
Enter Buyer
PO-030.5
Click Lines
PO-030.4
Click Find
Requisition Summary
Enter a Query
By any of the
following
PO-030.6
Click Distributions

PO-040: Buyer Returns Requisitions
Process Overview
Buyer Returns Requisitions.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-040.1 Autocreate
Form
 Select Autocreate form from
Navigation Menu.
XXX Purchasing User
PO-040.2 Enter
Requisition
Number
 Enter the Requisition Number XXX Purchasing User
PO-040.3 Click Find  Click Find button XXX Purchasing User
PO-040.4 Select the Lines  Select the Requisitions lines XXX Purchasing User
PO-040.5 Tools> Return
Requisition
 Go to Tools> Return
Requisition from menu
XXX Purchasing User
PO-040.6 Enter Reason
and Click OK
 Enter Reason and Click OK
button
XXX Purchasing User
PO-040.7 Requisition
Summary
 Select Requisition Summary
form from Navigation menu
XXX Purchasing User
PO-040.8 Enter
Requisition
number and
Click Find
 Enter Requisition Number
 Click Find
XXX Purchasing User
PO-040.9 Check status
will be in
Returned
 Check status will be in
Returned
XXX Purchasing User

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-040.10 Click Open to
change
Requisition
 Click Open button to do
changes to Requisition
XXX Purchasing User
XXX PO Print Report
Assumptions
N/A

PO-050: Create RFQ using Autocreate
Process Overview
Create RFQ using Autocreate form.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-050.1 Autocreate
Form
Navigation Menu.
XXX Purchasing User
PO-050.2 Enter
Requisition
Number
PO-050.5 Select Action  Select Action type as Create
or Add to (Optional)
XXX Purchasing User
PO-050.6 Select
Document Type
 Select Document Type as
RFQ
XXX Purchasing User
PO-050.7 Click Automatic  Click Automatic button XXX Purchasing User
PO-050.8 Click Supplier  Click on Supplier button on
RFQ form
XXX Purchasing User
PO-050.9 Select Suppliers  Select Suppliers XXX Purchasing User
PO-050.10 Select Status as
Active
 Select Status as Active XXX Purchasing User
N/A
Assumptions
Requisition already created and ready to convert to RFQ

Process Flows
PO-050.1
Select Auotcreate
form
Start
Create RFQ using Autocreate
Create RFQ using Autocreate Process Flow
Purchasing
Legend
PO-050.2
Click Clear button
and Enter Requisition
number
PO-050.3
Click Find
PO-050.5
Select Action
(Optional)
PO-050.6
Select Document
Type as RFQ
PO-050.7
Click Automatic
PO-050.8
Select RFQ Type
PO-050.9
Click Create
PO-050.10
Click Suppliers
PO-050.11
Select Supplier
PO-050.4
Select the lines
PO-050.12
Select Close Date
Save
PO-050.13
Select Status as Active

PO-060: Create Quotation using RFQ
Process Overview
Create Quotation using RFQ.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-060.1 Select RFQ
Form
 Select RFQ form from
Navigation Menu
XXX Purchasing User
PO-060.2 Find RFQs  Click on Torch
 Enter RFQ number
 Click Find
XXX Purchasing User
PO-060.3 Select Copy
Documents
 Select Copy Documents from
Tools menu
 RFQ Type is Standard RFQ
used for Blanket Purchase
Agreement
 RFQ Type is Bid RFQ used
for Standard Purchase Order
XXX Purchasing User
PO-060.4 Select Action as
Entire RFQ
 Select Action as Entire RFQ XXX Purchasing User
PO-060.5 Select Supplier  Select Supplier XXX Purchasing User
PO-060.6 Select Site  Select Site XXX Purchasing User
PO-060.7 Click OK  Click OK button XXX Purchasing User
Active
PO-060.9 Save  Save the form XXX Purchasing User

N/A
Assumptions
RFQ already exist

Process Flows
PO-060.1
Select RFQ form
Start
Create Quotation using RFQ
Create Quotation using RFQ Process Flow
Purchasing
Legend
PO-060.2
Find RFQs
PO-060.3
Select Copy
Documents
PO-060.4
Select Action as
Entire RFQ
PO-060.5
Select Supplier
PO-060.6
Select Site
PO-060.7
Click OK
PO-060.8
Change Response Date
(Optional) and Select
Status as Active
Save

PO-070: Create Quotation manually
Process Overview
Create Quotation manually.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-070.1 Quotations
Form
Navigation Menu.
XXX Purchasing User
PO-070.2 Select Type and
Supplier
 Select Type.
 Bid Quotation- Standard PO
 Standard Quotation-Blanket
Purchase Agreement
 Select Supplier
XXX Purchasing User
PO-070.3 Select Response
Date
 Select Response Date XXX Purchasing User
PO-070.4 Select Item and
Rev
 Select Item and Rev XXX Purchasing User
PO-070.5 Enter Price  Enter Price XXX Purchasing User
PO-070.6 Click Terms
(Optional)
 Click Terms
(Optional)
XXX Purchasing User
PO-070.8 Select Carrier
and FOB
(Optional)
 Select Carrier and FOB
(Optional)
XXX Purchasing User
Active

XXX PO Print Report
Assumptions
N/A

Process Flows
PO-070.1
Select Quotations
form
Start
Create Quotations manually
Create Quotations manually Process Flow
Purchasing
Legend
PO-070.2
Select Supplier
PO-070.3
Select Response
Date
PO-070.5
Enter Price
PO-070.13
Select Carrier and FOB
(Optional)
PO-070.4
Select item and Rev
PO-070.12
Click Terms
(Optional)
PO-070.14
Select Status as Active
Save

PO-080: Create Standard Purchase Order using Autocreate
Process Overview
Create Standard Purchase Order using Autocreate form.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-080.1 Autocreate
Form
Navigation Menu.
XXX Purchasing User
PO-080.2 Enter
Requisition
Number
PO-080.5 Select Action
(Optional)
 Select Action type as Create
or Add to
XXX Purchasing User
PO-080.6 Select
Document Type
(Optional)
Standard Purchase Order
XXX Purchasing User
PO-080.8 Select Supplier
(Optional)
 Select Supplier XXX Purchasing User
PO-080.9 Select Site
(Optional)
 Select Supplier Site XXX Purchasing User
PO-080.10 Click Create  Click Create button XXX Purchasing User

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-080.11 Select Item Rev,
Change Need-
By or Promised
Date
(Optional)
 Select Item Rev
 Change Need-By or Promised
Date
XXX Purchasing User
PO-080.12 Click Terms  Click Terms XXX Purchasing User
PO-080.13 Select Carrier  Select Carrier XXX Purchasing User
PO-080.14 Click Shipments  Click Shipments button XXX Purchasing User
PO-080.15 Split Shipments
(Optional)
 Split Shipments XXX Purchasing User
PO-080.16 Click
Distributions
(Optional)
 Click Distributions button XXX Purchasing User
PO-080.17 PO Headers
DFF []
and Email
Address in DFF
(Optional)
 Enter Email Address
(optional)
XXX Purchasing User
PO-150 Approve
Purchase
Order/Blanket
Release
 Approve Purchase
Order/Blanket Release
XXX Purchasing User
XXX PO Print Report
Assumptions
N/A

Process Flows
PO-080.1
Select Auotcreate
form
Start
Create Purchase Order using Autocreate
Create Purchase Order using Autocreate Process Flow
Purchasing
Legend
PO-080.2
Enter Requisition
number
PO-080.3
Click Find
PO-080.5
Select Action
(Optional)
PO-080.6
Select Document
Type (Optional)
PO-080.7
Click Automatic
PO-080.8
Select Supplier
(Optional)
PO-080.9
Select Site
(Optional)
PO-080.10
Click Create
PO-080.11
Select Item Rev,
Change Need By or
Promise Date
(Optional)
PO-080.13
Select Carrier
PO-080.4
Select the lines
PO-080.12
Click Terms
PO-080.14
Select Shipments
PO-080.15
Split Shipments
(Optional)
PO-080.16
Click Distributions
(Optional)
PO-080.17
PO Header DFF
And enter Email
Address (Optional)
PO-150
Approve Purchase
Order/Blanket
Release
Save

PO-090: Create Standard Purchase Order using Quotations
Process Overview
Create Standard Purchase Order using Quotations form.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-090.1 Select
Quotation Form
 Select Quotation form from
Navigation Menu
XXX Purchasing User
PO-090.2 Find Quotations  Click on Torch
 Enter Quotation number
 Click Find
XXX Purchasing User
Documents
Tools menu
 Quotation Type is Bid
Quotation used for Standard
Purchase Order
XXX Purchasing User
PO-090.4 Select
Document Type
as Standard
Purchase Order
 Select Document Type
Purchase Order
XXX Purchasing User
PO-090.5 Click OK  Click OK button XXX Purchasing User
PO-090.6 Click Terms  Click Terms button XXX Purchasing User
and FOB
 Select Carrier and FOB XXX Purchasing User
(Optional)

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-090.10 Click
Distributions
 Click Distribution button XXX Purchasing User
PO-090.11 Click PO
Charge Account
Field
 Click PO Charge Account
Field
 PO Charge Account defaults
XXX Purchasing User
PO-090.12 Enter Email
address
 Enter Email Address in PO
Header DFF
XXX Purchasing User
PO-150 Approve
Purchase
Order/Blanket
Releases
Order/Blanket Releases
XXX Purchasing User
XXX PO Print Report
Assumptions
Quotation already exist

Process Flows
PO-090.1
Select Quotation
form
Start
Create Standard Purchase Order using Quotation
Create Standard Purchase Order using Quotation Process Flow
Purchasing
Legend
PO-090.2
Find Quotations
PO-090.3
Select Copy
Documents
PO-090.4
Select Document
Type as Standard
Purchase Order
PO-090.5
Click OK
PO-090.6
Click Terms
PO-090.7
Select Carrier and
FOB
PO-090.8
Click Shipments
PO-090.9
Split Shipments
(Optional)
PO-090.10
Click Distributions
PO-090.11
Click PO Charge
Accounts feild
PO-150
Approve Purchase
Order/Blanket
Releases
Save
PO-090.12
PO Header DFF
And enter Email
Address (Optional)

PO-100: Create Standard Purchase Order manually
Process Overview
Create Standard Purchase Order manually.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-100.1 Select Purchase
Orders Form
 Select Purchase Order form
from Navigation Menu.
XXX Purchasing User
PO-100.2 Select Type as
Standard
Purchase Order
 Select Type as Standard
Purchase Order
XXX Purchasing User
PO-100.5 Select Contact  Select Contact XXX Purchasing User
PO-100.6 Select Item, Rev
or Select
Category
 Select Item, Rev
 Select Category and
Description for Asset
/Expense without any Item
XXX Purchasing User
PO-100.7 Enter Quantity  Enter Quantity XXX Purchasing User
PO-100.8 Enter Price or
Price Defaults
 Enter Price or Price Defaults
from List Price
XXX Purchasing User
PO-100.9 Select Need-By
or Promised
Date
 Select Need-By or Promised
Date
XXX Purchasing User

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-100.10 Click
Attachments
and add
attachments at
Header or line
level
(Optional)
 Click Attachments and add
attachments at Header or Line
level (Optional)
XXX Purchasing User
PO-100.13 Select FOB  Select FOB XXX Purchasing User
(Optional)
PO-100.16 Click
Distributions
(Optional)
PO-100.17 Enter PO
Charge
Accounts for
Asset/ Expenses
without an Item
(Optional)
 Enter PO charge Accounts
(Optional)
XXX Purchasing User
Address
Header DFF
XXX Purchasing User

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-150 Approve
Purchase
Order/Blanket
Release
XXX Purchasing User
XXX PO Print Report
Assumptions
N/A

Process Flows
PO-100.1
Select Purchase
Order form
Start
Create Purchase Order manually
Create Purchase Order manully Process Flow
Purchasing
Legend
PO-100.2
Select Type as
Standard Purchase
Order
PO-100.3
Select Supplier
PO-100.5
Select Contact
PO-100.6
Select Item, Rev or
Select Category
PO-100.7
Enter Quantity
PO-100.8
Enter Price or Price
Defalts
PO-100.9
Select Need-By or
Promised Dates
PO-100.10
Click Attachments and
add attachments at
Header or Line level
(Optional)
PO-100.11
Click Terms
PO-100.13
Select FOB
(Optional)
PO-100.4
Select Site
PO-100.12
Select Carrier
PO-100.14
Click Shipments
PO-100.15
Split Shipments
(Optional)
PO-100.16
Click Distributions
(Optional)
PO-100.17
Enter the PO Charge
Accounts for Asset/
Expense without any
item
(Optional)
PO-150
Approve Purchase
Order/Blanket
Release
Save
PO-100.18
PO Header DFF
And enter Email
Address (Optional)

PO-110: Create Blanket Purchase Agreement using Quotation
Process Overview
Create Blanket Purchase Agreement using Quotation.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-110.1 Select
Quotation Form
 Select Quotation form from
Navigation Menu
XXX Purchasing User
PO-110.2 Find Quotations  Click on Torch
 Enter Quotation number
 Click Find
XXX Purchasing User
Documents
Tools menu
 Quotation Type is Standard
Quotation used for Blanket
Purchase Agreement
XXX Purchasing User
PO-110.4 Select
Document Type
as Blanket
Purchase
Agreement
 Select Document Type
 Quotation Type is Standard
Quotation select Blanket
Purchase Agreement
Purchase Order
XXX Purchasing User
PO-110.5 Click OK  Click OK button XXX Purchasing User Purchase Order
form will be
opened and
Blanket
Purchase
Agreement will
be created

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

and FOB
 Select Carrier and FOB XXX Purchasing User
PO-110.8 Select Effective
Start Date and
End Date
 Select Effective Start Date
and End Date
XXX Purchasing User
PO-110.9 Click Price
Breaks
(Optional)
 Click on Price Breaks button XXX Purchasing User
PO-110.10 Enter Price
Breaks
(Optional)
 Enter Price Breaks in Price
Breaks, If any Price Breaks
XXX Purchasing User
Address
header DFF
XXX Purchasing User
PO-110.12 Save  Save the form
PO-150 Approve
Purchase Order/
Blanket Release
 Approve Purchase Order/
Blanket Release
XXX Purchasing User
XXX PO Print
Assumptions
Quotation already exist

Process Flows
PO-110.1
Select Quotation
form
Start
Create Blanket Purchase Agreement using Quotation
Create Blanket Purchase Agreement using Quotation Process Flow
Purchasing
Legend
PO-110.2
Find Quotations
PO-110.3
Select Copy
Documents
PO-110.4
Select Document
Type as Blanket
Purchase Agreement
PO-110.5
Click OK
PO-110.6
Click Terms
PO-110.7
Select Carrier and
FOB
PO-110.8
Select Effective Start
Date and End Date
PO-110.9
Click Price Breaks
(Optional)
PO-110.10
Enter Price Breaks or
Discounts
PO-150
Approve Purchase
Order/
Blanket Releases
Save
PO-110.11
PO Header DFF
And enter Email
Address (Optional)

PO-120: Create Blanket Purchase Agreement manually
Process Overview
Create Blanket Purchase Agreement manually.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

Orders Form
 Select Purchase Order form
XXX Purchasing User
Blanket
Purchase
Agreement
 Select Type as Blanket
Purchase Agreement
XXX Purchasing User
PO-120.5 Select Item, Rev  Select Item, Rev XXX Purchasing User
PO-120.6 Enter Price  Enter Price XXX Purchasing User
PO-120.9 Select FOB
(Optional)
 Select FOB XXX Purchasing User
PO-120.10 Effective Start
Date and End
Date
 Select Effective Start Date
and End date
XXX Purchasing User
PO-120.11 Click Price
Breaks
 Click Price Breaks button XXX Purchasing User

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-120.12 Enter Price
Breaks or
Discounts
 Enter Price Breaks or
Discounts
XXX Purchasing User
PO-120.13 Click
Distributions
(Optional)
PO-150 Approve
Purchase
Order/Blanket
Release
XXX Purchasing User
XXX PO Print Report
Assumptions
N/A

Process Flows
PO-120.1
Select Purchase
Order form
Start
Create Blanket Purchase Agreement manually
Create Blanket Purchase Agreement manually Process Flow
Purchasing
Legend
PO-120.2
Select Type as
Blanket Purchase
Agreement
PO-120.3
Select Supplier
PO-120.5
Select Contact
PO-120.6
Select Item, Rev or
PO-120.7
Enter Price
PO-120.8
Click Terms
PO-120.9
Select Carrier
PO-120.10
Select FOB
(Optional)
PO-120.11
Effective Start Date
and End Date
(Optional)
PO-120.4
Select Site
PO-120.12
Click Price Breaks
(Optional)
PO-150
Approve Purchase
Order/Blanket
Release
Save
PO-120.13
Click Price Breaks
(Optional)

PO-130: Create Blanket Release using Autocreate
Process Overview
Create Blanket Release using Autocreate.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-130.1 Autocreate
Form
Navigation Menu.
XXX Purchasing User
PO-130.2 Enter
Requisition
Number
PO-130.5 Find Blanket
POs with this
Item
 Go to Tools> View Blanket
POs with this Item
XXX Purchasing User
PO-130.6 Select Action
(Optional)
 Select Action type as Create
or Add to
XXX Purchasing User
PO-130.7 Select
Document Type
Blanket Release
XXX Purchasing User
PO-130.9 Select
Document
 Select Blanket Purchase
Agreement
XXX Purchasing User
PO-130.10 Click Create  Click Create button XXX Purchasing User Purchase Order
Release form will
be opened and
Purchase Order
Release will be
created

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-130.11 Change Need-
By or Promised
Date
(Optional)
 Change Need-By or Promised
Date
XXX Purchasing User
PO-130.12 Click
Distributions
(Optional)
PO-130.13 Verify the PO
charge
Accounts
(Optional)
 Check and verify the PO
charge accounts
XXX Purchasing User
PO-150 Approve
Purchase
Order/Blanket
Releases
XXX Purchasing User
XXX PO Print Report
Assumptions
Requisitions already exist

Process Flows
PO-130.1
Select AutoCreate
form
Start
Create Blanket Release using Autocreate
Create Blanket Release using Autocreate Process Flow
Purchasing
Legend
PO-130.2
Enter Requisition
number
PO-130.3
Click Find
PO-130.5
Find Blanket Pos
with this item
PO-130.6
Select Action
(Optional)
PO-130.8
Click Automatic
PO-130.9
Select Document
PO-130.10
Click Create
PO-130.11
Change Need By or
Promise Date
(Optional)
PO-130.4
Select the lines
PO-130.12
Click Distributions
(Optional)
PO-130.13
Verify the PO Charge
Accounts
(Optional)
PO-150
Approve Purchase
Order/Blanket
Release
Save
PO-130.7
Select Document
Type as Blanket
Release

PO-140: Create Blanket Release manually
Process Overview
Create Blanket Release using manually.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-140.1 Releases form  Select Releases form from
Navigation Menu.
XXX Purchasing User
PO-140.2 Enter PO, Rev
Number
 Enter the Blanket Purchase
Agreement Number
XXX Purchasing User
PO-140.3 Select Line  Select Line XXX Purchasing User
PO-140.4 Enter Quantity  Enter Quantity XXX Purchasing User
PO-140.5 Enter Need-By
or Promised
Date
 Enter Need-By or Promised
Date
XXX Purchasing User
PO-140.6 Select Item Tab
to view Item
details
 Select Item Tab to view Item
details
XXX Purchasing User
PO-150 Approve
Purchase
Order/Blanket
Releases
XXX Purchasing User
XXX PO Print Report
Assumptions
Requisitions already exist

Process Flows
PO-140.1
Select Releases
form
Start
Create Blanket Release manually
Create Blanket Release manually Process Flow
Purchasing
Legend
PO-140.2
Enter PO,Rev
Number
PO-140.3
Select Line
PO-140.5
Enter Need-By or
Promised Date
PO-130.6
Select Item Tab to
View the item details
PO-140.4
Enter Quantity
PO-150
Approve Purchase
Order/Blanket
Release
Save

PO-150: Approve Purchase Requisitions /Blanket Release
Process Overview
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Responsibility
Ref
Requirements
Satisfied
Comments

PO-150.1 Approve
Documents
 Click Approve button in
Requisition form
XXX Purchasing User
PO-150.2 Click OK  Click Ok Button XXX Purchasing User
PO-150.3 Requisition will
be in Approved
Status
 Requisition will be in
Approved Status
XXX Purchasing User
PO-150.4 Select the
Notifications in
Oracle
Applications
Home Page
 Select the Notifications in
Oracle Applications Home
Page
XXX Purchasing User
PO-150.5 Select Approve
or Reject button
 Select Approve or Reject
button
XXX Purchasing User
PO-150.6 Requisitions
will be in
Rejected status
 Requisitions will be in
Rejected status
XXX Purchasing User
N/A
Assumptions
Requisition created and ready for Approval

Process Flows
Receive Inventory Item with Inspection
Receive Inventory Item with Inspection Flow
Requestor/Buyer
Buyers
Legend
Approve Purchase Order/ Blanket Releases
PO-150.1
Approve Document
Start
Approve Purchase Order/ Blanket Releases
PO-150.4
Select the
Notifications in Oracle
Applications Home
Page
PO-150.2
Click OK
PO-150.5
Select Approve Or
Reject button
Approval Limits
Yes
No
PO-150.3
Approved Status
Approved
Yes
No
PO-150.6
Rejected Status

PO-160: Purchase Order Summary
Process Overview
View Purchase Order Summary
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Responsibility
Ref
Requirements
Satisfied
Comments

Order Summary
 Select Purchase Order
summary form from
Navigator menu
XXX Purchasing User
PO-160.2 Enter Purchase
Order Number
 Enter Purchase Order
Number
XXX Purchasing User
PO-160.2 Enter Type  Enter Purchase Order Type XXX Purchasing User
PO-160.3 Enter Buyer  Enter Buyer XXX Purchasing User
PO-160.4 Find  Click Find XXX Purchasing User
PO-160.5 View Lines  Select View Lines from
Inquire menu
PO-160.6 View Shipments  Select View Shipments from
Inquire menu
XXX Purchasing User
PO-160.7 View
Distributions
 Select View Distributions
from Inquire menu
XXX Purchasing User
PO-160.8 View Action
History
 Select View Action History
from Inquire menu
XXX Purchasing User
PO-160.9 View Invoices  Select View Invoices from
Inquire menu
XXX Purchasing User
PO-160.10 View Receipts  Select View Receipts from
Inquire menu
XXX Purchasing User

N/A
Assumptions
View Purchase Order Summary.

Process Flows
PO-160.1
Enter Purchase
Order Number
Start
Purchase Order Summary
Purchase Order Summary Process Flow
Purchasing
Legend
PO-160.2
Enter Type
PO-160.3
Enter Buyer
PO-040.6
View Distributions
PO-160.4
Click Find
Find Purchase Order
Enter a Query
By any of the
following
PO-160.5
View Shipments
PO-160.7
View Action History
PO-160.4
View Lines
PO-160.8
View Invoices
PO-160.9
View Receipts

PO-170: Consignment Inventory
Process Overview
Consignment Inventory Process flow.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/
External
System/Integration
Point
Requirements
Satisfied
Comments

PO-120 Create Blanket
Purchase
Agreement and
Approve
 Create Blanket Purchase
Agreement and Approve
XXX Purchasing User
PO-100 Create Standard
Purchase Order
against BPA
 Create Standard Purchase
Order against BPA
XXX Purchasing User
WIP-110 WIP Issue  WIP Issue
Issue Item to Discrete Job
XXX Work in Process
User
OM-010.10 Sales Order
Issue
 Sales Order Issue XXX Order
Management User
N/A
Assumptions
N/A

Process Flows
Consignment Inventory
Consignment Inventory Process Flow
Purchasing/Receiving/Payables
Legend
PO-120
Create and Approve
Blanket Purchase
Agreement
PO-100
Create and Approve
Standard Purchase
Order against BPA
RCV-010 Receive Items
against PO into Consigned
subinventory
(Supplier Ownership)
No Distributions
Setup Item in
ASL as Consigned
WIP-110
WIP Issue
Issue Item to
Discrete Job
OM-010.10
Sales Order Issue
Scheduled Programs
Based on Billing Cycle &
Payment Terms
Run Consumption Advise
and
Payon Receipt
AutoInvoice
AP Invoice will be
Created with
Invoice Hold for
Each Consumption
Advice
Setup Supplier Site
for
Pay on Use and
Site level Invoice
Hold
System Setups
Inv Accrual CR 54.07.000.241300.0000
Inv Valuation DB 54.07.000.131200.0000
WIP valuation DB 54.07.000.131150.0000
Inv Valuation CR 54.07.000.131200.0000
Inv Accrual CR 54.07.000.241300.0000
Inv Valuation DB 54.07.000.131200.0000
Deferred COGS DB 54.07.000.241380.0000
Inv Valuation CR 54.07.000.131200.0000
PO-180
Create ASL, Ref BPA
and Set billing Cycle

PO-180: Create Approved Supplier List
Process Overview
Create Purchase Order using Autocreate form.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Oracle Module/ External
System/Integration Point
Requirement
s Satisfied
Comments

PO-180.1 Select
Approved
Supplier List
Form
 Select Approved Supplier
List form from Navigation
Menu.
XXX Purchasing Manager
PO-180.2 Enter Item
Number
 Enter the Item Number XXX Purchasing Manager
PO-180.3 Select Supplier  Select Supplier XXX Purchasing Manager
PO-180.4 Select Site  Select Site XXX Purchasing Manager
PO-180.5 Enter Supplier
Item
 Enter Supplier Item XXX Purchasing Manager
PO-180.6 Select Global?
as Yes
 Select Record Details tab and
Select Global? as Yes
PO-180.7 Save  Save the form XXX Purchasing Manager
PO-180.8 Click Attributes  Click Attributes button XXX Purchasing Manager
PO-180.9 Select Type
(Optional)
 Select Purchase Order Type XXX Purchasing Manager
PO-180.10 Select Number
(Optional)
 Select Purchase Order
number
PO-180.11 Select Line
(Optional)
 Select PO line number XXX Purchasing Manager

Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Requirement
s Satisfied
Comments

Capacity
Calendar as
XXX Supply
 Select Planning Constraint
tab and select Capacity
Calendar as XXX Supply
PO-180.13 Enter
Processing Lead
Time
(Optional)
 If user know Supplier
Processing Lead time, then
enter Processing Lead time
N/A
Assumptions
N/A

Process Flows
PO-180.1
Select Approved
Supplier List form
Start
Create Approved Supplier List
Create Approved Supplier List Process Flow
Purchasing
Legend
PO-180.2
Enter Item number
PO-180.3
Select Supplier
PO-180.5
Enter Supplier Item
PO-180.6
Select Global? As Yes
PO-180.4
Select Site
PO-180.8
Click Attributes
PO-180.9
Select Type
(Optional)
PO-180.10
Select Number
(Optional)
PO-180.11
Select Line
(Optional)
PO-180.12
Select Supplier
Capacity Calendar as
UEM Supply
Save
PO-180.13
Enter Processing Lead
Time (Optional)
Save

PO-190: Create Sourcing Rules
Process Overview
Create Sourcing Rules.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Requirement
s Satisfied
Comments

PO-190.1 Select Sourcing
Rules form
 Select Sourcing Rules form
PO-190.2 Enter Item
Number as
Name
 Enter the Item Number as
Name
PO-190.3 Select From
Date
 Select From Date XXX Purchasing Manager
Buy From
 Select Type as Buy From XXX Purchasing Manager
PO-190.5 Select Supplier  Select Supplier XXX Purchasing Manager
Site
 Select Supplier Site XXX Purchasing Manager
PO-190.7 Enter Allocation
% as 100
 Enter Allocation % as 100 XXX Purchasing Manager
PO-190.8 Enter Rank as 1  Enter Rank as 1 and Next
rows 2,3…etc
N/A
Assumptions
N/A

Process Flows
PO-190.1
Select Sourcing
Rules form
Start
Create Sourcing Rules
Create Sourcing Rules Process Flow
Purchasing
Legend
PO-190.2
Enter Item Number
as Name
PO-190.3
Select From Date
PO-190.5
Select Supplier
PO-190.6
Select Site
PO-190.7
Enter Allocation % as
100
PO-190.8
Enter Rank as ‘1’
PO-190.4
Select Type as Buy
From
Save

PO-200: Create Sourcing Rule Assignments
Process Overview
Create Sourcing Rule Assignments.
Sub-Process
Step #
Sub-Process
Step Name
Description
Gap
Reference
Requirement
s Satisfied
Comments

PO-200.1 Select Assign
Sourcing Rules
form
 Select Assign Sourcing Rules
form from Navigation Menu.
PO-200.2 Query form  Press F11 and Ctrl+F11 XXX Purchasing Manager
PO-200.3 Select Line and
click on New
 Select Line and Click on New XXX Purchasing Manager
PO-200.4 Select
Organization as
XXX
 Select Organization as XXX XXX Purchasing Manager
PO-200.5 Select Item  Select Item from
Item/Category field
Sourcing Rule
 Select Type as Souring Rule XXX Purchasing Manager
PO-200.7 Select Sourcing
Rule / BoD
 Select Sourcing Rule / BoD XXX Purchasing Manager
N/A
Assumptions
N/A

Process Flows
PO-200.1
Select Assign
Sourcing Rules form
Start
Create Sourcing Rule Assignments
Create Sourcing Rule Assignments Process Flow
Purchasing
Legend
PO-200.2
Query form
PO-200.3
Select Line and Click
on New
PO-200.5
Select Item
PO-200.6
Select Type as
Sourcing Rule
PO-200.7
Select Sourcing
Rule / BoD
PO-200.4
Select Organization
as UEM
Save

Open and Closed Issues
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
1.
2
3
4
5
6
7
8
9
10
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date

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