Oracle R12 Apps - Purchasing Module Setup Steps

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Oracle Purchasing Setups steps to be followed during the implementation.
Step#
1

Setup
Setup System Administrator
Responsibility

Define Key Flexifields

Define Calendars &

Currencies

Define Organizations

Define Unit of
Measurements

Define Items

Define Tax

Define Personnel

Define Approval Hierarchy

10

Define Workflows

11

Set Profile Options

12

Open Purchasing Periods

13

Define Approval Information

14

Define Document Types

15

Define Lookups

16

Define Attachments

17

Define Purchasing Flexifields

18

Define Purchasing Options

19

Define Buyers

20

Define Document Controls

Description
For User Creations & Printer
Setups
To set HR Employee & Inventory
Item Flexifields
To define period types,
accounting calendars, transaction
calendars, workday calendar,
currencies.
To create locations, legal entities,
Ledgers, Business Group,
Operating Units, Master org &
Inventory org.
Define the units of measure for
supply of items.
Define the Items which are to be
purchased.
Define the tax based on the
requirement
Define employees, jobs, positions
Define Position or Supervisor
hierarchy for purchasing
Define workflow to perform
document approvals, automatic
document creation
Define profile options to specify
how purchasing to be controlled.
Open Purchasing periods for each
operating units
Define Approval groups &
Approval Assignments
Define the Purchasing document
types
Define the Purchasing Lookups
Define the Purchasing
attachments
Define Purchasing category
Flexifields, value sets & segments
Define Purchasing options for
each operating units
Define Buyers for each operating
units
Define Line types

Remarks
Required
Required
Required

Prerequisite setup for

Purchasing.
Prerequisite setup for
Purchasing.
Prerequisite setup for
Purchasing.
Required
Prerequisite setup for
Purchasing.
Required
Prerequisite setup for
Purchasing.
Required
Required
Required
Required
Required
Optional
Required
Required
Required
Required

21

Define Financial Options

22

Defining Receiving Options

23

Define Supplier

24
25

Choosing Document
Creation options
Define Set Up Transaction
Managers and Resubmission
Intervals.

Define Financial options for each

operating unit
Define Receiving options for each
operating units
Define Suppliers with information
and assign to operating unit
To choose the workflow for
Automatic document creation
Start the Transaction managers,
Receiving transaction manager &
Document approval manager

Required
Required
Required
Required
Required

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