R12 Oracle Purchasing Features

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.

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Business Case
Vision Corporation
(Business Group)

A2F Industries
(Operating Unit)

A2FM
(Master Inv Org)

A2F1
(Inv Org)

A2F2
(Inv Org)

Organization Structure Your Manufacturing Plant, Inventory are Located in LONDON

Basic Set-up
Set-up includes Define Document Styles Controlling Purchasing Periods Define UOMs & Its Conversions Defining Items in Oracle Inventory.

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

Defining Multi Org Access Control (MOAC)

Defining Purchasing Options

Purchasing Options defines default value and controls for functions throughout Purchasing.

Documents, Its Security & Control

1

Requisitions

Types

Purchase

Internal

Purchase Orders

Types

Standard

Planned

RFQs

Types

Bid

Catalog

Standard

Purchase Agreements

Types

Blanket

Contract

Quotations

Types

Bid

Catalog

Standard

Releases

Types

Blanket

schedule

Document Types & Sub Types

Document Security Levels

Document Owner Private Purchasing Hierarchy Public

Approvers

Buyers

Hierarchy

All

Document Access Levels

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.

Document Approval Options

Document Approval Method Selection

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 organizations business and naming conventions .

Controlling Purchasing Periods

Control the Purchasing Periods defined in the Accounting Calendar window

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

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
1 2 3 4 5 6 7

Item Number
Radiator Assembly Radiator Body & Tank (1 no) Radiator Fan (1 no) Radiator Cover (1 no) Radiator Rubber Mount (2 Nos) Radiator Bolts (10 nos) Radiator Metal Grill

Part Name
XX_R XX_RBT XX_RF XX_RC XX_RRM XX_RB XX_RMG

Defining Items

Supplier & Supplier Lists

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

Supplier

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

Supplier Lists

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

Approved Supplier Lists

Professional Buyers Work Center

Professional Buyers Work Center (PBWC)

The Professional Buyers 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

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

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

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

PBWC Requisition Management

Demand Workbench View and Process Requisition Queue

Requisition Summary Inquire draft, approved and processed requisitions

PBWC Requisition Management Document Builder

PBWC Requisition Management Return Requisition Line

PBWC Requisition Management Split Requisition Line

PBWC Requisition Management Split Requisition Line

PBWC Purchase Order Creation

PBWC Purchase Order Creation

PBWC Purchase Agreement Creation

PBWC Purchase Agreement Creation

PBWC Purchase Agreement Creation