Practice - Create a Supplier With Two Sites

Distribution
R12 Oracle Purchasing Fundamentals

Ownership
The Job Title [list@YourCompany.com?Subject=LABxxxxx] is responsible for ensuring that this document is necessary and that it reflects actual practice.

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Practice - Create a Supplier With Two Sites

Overview
Your supervisor has notified you that the company will be purchasing materials and services from a new supplier. In this practice, you will create a supplier with two sites.

Assumptions
Replace XX with your terminal number or initials. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice. Logon to the system using the XXUSER you created earlier.

Tasks
Create a Supplier In the Suppliers page create the standard manufacturing supplier commonly acceptable defaults. Create a Pay Site Create a site for XXIBM Corporation at 1 Main St., San Francisco, CA, 94105. This is a pay site with a phone number of 415.555.1234 and an email address of sanfrancisco@xxibm.com. Contact for this site is John Doe whose email address is johndoe@xxibm.com and phone extension is 1234. Create a Purchasing Site Create a site for XXIBM Corporation at 520 Madison Ave., New York, NY, 10022. This is a purchasing site with a phone number of 212.555.7703 and an email address of newyork@xxibm.com. Contact for this site is Jane Doe whose email address is janedoe@xxibm.com and phone extension is 234.

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Solution - Create a Supplier With Two Sites

Create a Supplier Responsibility = Purchasing, Vision Operations (USA) 1. Navigate to the Suppliers page. (N) Supply Base > Suppliers 2. (B) Create Supplier. Supplier Type = Standard supplier Organization Name = XXIBM Corporation

3. 4.

(B) Apply. (L) Organization. Type = Manufacturing Party Risk Profile = No Risk

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5. 6.

(B) Save. (L) Tax and Reporting. Allow Tax Applicability = Checked

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7. 8.

(B) Save. (L) Purchasing. Create Debit Memo from RTS Transaction = Checked

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Note: Enable the Create Debit Memo From RTS Transaction option if you want the system to automatically create a Debit Memo in Payables when you enter a Return to Supplier (RTS) in Purchasing. The value for supplier site defaults from the Purchasing Options window. 9. (B) Save.

10. (L) Receiving. Receipt Routing = Requires: Standard Receipt Allow Substitute Receipts = Checked Match Approval Level = 3-Way

11. (B) Save. 12. (L) Invoice Management. Invoice Match Option = Purchase Order Terms = Immediate Pay Group = Standard Supplier Paygroup Always Take Discount = Checked

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13. (B) Save. Create a Pay Site 14. (L) Address Book. 15. (B) Create. 16. Enter the supplier site address information as follows: Country = United States Address Line 1 = 1 Main St. City = San Francisco County = San Francisco State = CA Postal Code = 94105 Address Name = San Francisco Addressee = San Francisco Phone Area Code = 415 Phone Number = 555-1234 Email Address = sanfrancisco@xxibm.com Address Purpose, Payment = Checked

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Note: This address should be complete as this is the address that will appear on any checks cut to this site! 17. (B) Continue. 18. Enable the Vision Operations operating unit for this site by checking the box next to the Site name SAN FRANCISCO.

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19. (B) Apply. This creates the basic supplier site. 20. To update the supplier site attributes, click (I) Manage Sites.

21. (T) Uses. Pay = Checked Primary Pay = Checked

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22. (T) Communication. Supplier Notification Method = Print

23. (B) Apply. Create a Purchasing Site 24. (L) Address Book 25. (B) Create. 26. Enter the supplier site address information as follows: Country = United States
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Address Line 1 = 520 Madison Ave. City = New York County = New York State = NY Postal Code = 10022 Address Name = New York Addressee = New York Phone Area Code = 212 Phone Number = 555-7703 Email Address = newyork@xxibm.com Address Purpose, Purchasing option = Checked

Note: This address should be complete as this is the address that will appear on any checks cut to this site! 27. (B) Continue. 28. Select the Vision Operations Operating Unit. 29. (B) Apply. This creates the basic supplier site. 30. To update the supplier site attributes, click (I) Manage Sites.

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31. (T) Communication. Supplier Notification Method = Print

Note: When you enter and approve purchase orders for this supplier, the Supplier Notification Method will default. Weve chosen printed document here. However, if we chose e-Mail and specified an e-mail address, that information would default during

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purchase order approval so we could send the purchase order using the suppliers preferred method. Valid options are e-Mail, Fax and Printed Document. 32. (B) Apply. Create a Contact for the Pay Site 33. (L) Contact Directory. 34. (B) Create. First Name = John Last Name = Doe Email Address = johndoe@xxibm.com Phone Area Code = 415 Phone Number = 555-1234 Phone Extension = 1234 Create User Account for this Contact = Checked iSupplier Portal Full Access = Checked

35. (B) Add Another Row. 36. Select San Francisco.

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37. (B) Apply. Create a Contact for the Purchasing Site 38. (L) Contact Directory. 39. (B) Create. First Name = Jane Last Name = Doe Email Address = janedoe@xxibm.com Phone Area Code = 212 Phone Number = 555-7703 Phone Extension = 1234 Create User Account for this Contact = Checked iSupplier Portal Full Access = Checked

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40. (B) Add Another Row. 41. Select New York. 42. (B) Apply.

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