R12 Purchasing detailed presentation

1. R12 Oracle Purchasing Features

2. 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

3. Business Case
Vision Corporation
(Business Group)
A2FM
A2F Industries
(Master Inv Org)
(Operating Unit)
A2F1
(Inv Org)
A2F2
(Inv Org)
Organization Structure
Your Manufacturing Plant, Inventory are Located in LONDON

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

5. 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

6. Defining Multi Org Access Control (MOAC)

7. Defining Purchasing Options
• Purchasing Options defines default value and controls for functions throughout
Purchasing.

8. Documents, Its Security & Control
1
Requisitions
Types
Purchase
Internal
2
Purchase Orders
Types
Standard
Planned
3
RFQs
Types
Bid
Catalog
4
Purchase
Agreements
Types
Blanket
Contract
5
Quotations
Types
Bid
Catalog
6
Releases
Types
Blanket
schedule
Document Types & Sub Types
Standard
Standard

9. Document Security Levels
Document
Owner
Private
Purchasing
Hierarchy
Public
Approvers
Buyers
Hierarchy
All

10. Document Access Levels

11. Document Approval Options
•Oracle Purchasing enables to approve any document in two ways
1.
2.
Employee / Supervisor Hierarchy
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.

12. Document Approval Options
Document Approval
Method Selection

13. 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 .

14. Controlling Purchasing Periods
• Control the Purchasing Periods defined in the Accounting Calendar window

15. 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

16. 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

17. Defining Items

18. Supplier &
Supplier Lists

19. 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.
Your Company
Suppliers
Suppliers

20. Supplier

21. 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

22. Supplier Lists

23. 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

24. Approved Supplier Lists

25. Professional Buyer’s Work Center

26. 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

27. 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

28. 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

29. 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

30. PBWC – Requisition Management
Demand Workbench View and Process
Requisition Queue
Requisition Summary – Inquire
draft, approved and processed
requisitions

31. PBWC – Requisition Management – Document
Builder

32. PBWC – Requisition Management – Return
Requisition Line

33. PBWC – Requisition Management – Split
Requisition Line

34. PBWC – Requisition Management – Split
Requisition Line

35. PBWC – Purchase Order Creation

36. PBWC – Purchase Order Creation

37. PBWC – Purchase Agreement Creation

38. PBWC – Purchase Agreement Creation

39. PBWC – Purchase Agreement Creation