oracle purchasing 採購

世新大學 ERPERP 實驗室

1

企業資源規劃企業 e 化之營運管理

Oracle Purchasing採購

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Outline

Purchasing Concept

Create Supplier Data

Supplier Merge

Supplier Query

Evaluation Supplier Performance

Create Approved Supplier List

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Purchasing Concept

Oracle ERP Overview

Purchasing Process

Purchasing Integration

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應付帳款成立

發票處理

應付帳款對帳

總帳科目更新

應計作業- 暫記項目- 傳票- 月結

內部轉移Inventory

供應商交貨Supplier

收貨 ( 料 )Receipt

判退Reject

退貨Return

允收Accept

檢驗Inspection

異動處理- 收貨Receipt

-調撥Transfer

- 運送Deliver

自動產生訂購單AutoCreate PO

各種採購單 PO

- 標準式 Standard

- 合約式 Contract

- 大宗式 Blanket

- 計劃式 Planned

核准Approval

列印 /EDI

發放Release

定義企業流程- 收料控制- 核准及安全管制- 交貨來源- 採購預算管制- 異動處理方法

存貨狀況Inventory

MRP 需求

在製品WIP

External System

核准Approval

請購單處理Requisition

手開請購Manually

詢價 RFQ( 選擇性項目 )

報價單收集Quotation

供應商挑選Sourcing Rule

Purchasing Process

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Purchasing Integration

OraclePayables

OracleGeneral Ledger

OracleSupplier Scheduling

OracleAssets

OracleBill of Material

OracleCost Management

OracleInventory

OracleMaster Scheduling/MRP

OracleOrder Entry

OracleWork in Process

OracleHuman Resources

OracleProject Accounting

OracleOraclePurchasingPurchasing

Oracle QualityEDI Gateway

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Outline

Purchasing Concept


Supplier Merge



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Looking for Supplier

Create New Supplier Information

Site-Specific Information

Supplier Site Information

Supplier Lists

Oracle System Operation

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Looking for Supplier

Purchase order 採購

Purchase requisition 請購

Payment 付款

SupplierSupplier

Request for quote (RFQ) 詢價

Receipts 收貨

Quotation 報價

Returns 退貨

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Create New Supplier Information

ParisParisChicagoChicagoWashington, D.C.Washington, D.C.

SupplierSupplier

Supplier sitesSupplier sites

ContactContactContactContactContactContactContactContact ContactContactContactContact

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Performance

執行績效

ParisParisChicagoChicagoWashington, D.C.Washington, D.C.

Payment method

付款方式Online review

線上查詢

Terms and conditions

期限和條件

Site-Specific Information

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SupplierSupplier

Washington, D.C.Washington, D.C.

ChicagoChicago

ParisParis

Terms and conditions期限和條件



Payment method付款方式



Supplier Site Information

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Outline

Purchasing Concept


Supplier Merge



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Supplier Merge

Washington, D.C. site

Chicago site

Paris site

Supplier XYZ

ParisWashington, D.C. Chicago

Supplier ABC

Old supplier XYZ merged with supplier ABC

Merge

Supplier Supplier ABCABC

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Outline

Purchasing Concept


Supplier Merge



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Overdue shipments裝運延遲

Invoice variance交貨清單不一致

ParisParisWashington, D.C.Washington, D.C.

供應商績效評估

Returns退貨

Cost成本

ChicagoChicago

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Outline

Purchasing Concept


Supplier Merge



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Approved Supplier List Statuses

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Creating an ASL Entry

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Outline

Setup

Requisitions

RFQ and Quotations

Purchase Orders

Receiving

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Set of Numbering

Requisition Number

RFQ Number

Quotation Number

PO Number

Supplier Number

Receiving Number

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Set of Numbering

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Document

Document security– Who can see it ?– Who can update it ?

Document approval – Who can approve it ?

Document routing– Who can I send it to ?

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Document Type

Requisition– Purchase Requisition– Internal Requisition

RFQ– Bid RFQ– Catalog RFQ– Standard RFQ

Quotation– Bid Quotation– Catalog Quotation– Standard Quotation

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Document Type

Purchase Order– Standard Purchase Order– Planned Purchase Order– Blanket Purchase Agreement– Contract Purchase Agreement

Release – Blanket Release– Scheduled Release

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Document

•Who can see it •Who can update it

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Document

•Who can approval it

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Outline

Setup

Requisitions

RFQ and Quotations

Purchase Orders

Receiving

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Overview Requisitions

Oracle WIP Other systems

Demand

Manually create

Import/reschedulerequisitions

Create internalsales order

Orderentry

Oracle inventoryOracle MRP

Source ?

Definerequisitiontemplate

Requisition pool

Requisition

RequisitionApprove

You can print, assign, and control requisitions.

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Requisition Manually Create

Demand

Manually create

requisition

Requisition pool

Approve or forward

requisition

Approve

Reject

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Outline

Setup

Requisitions

RFQ and Quotations

Purchase Orders

Receiving

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Overview of a Request for Quotation

Enter RFQ

Suppliers fromsupplier list

Supplier 1

Supplier 2

Supplier 3

Request for Quotation

• Header information

– Doc. type, ship-to, bill-to

– Quote effective date

• Line information

– Quantity

– Unit of measure

– Target price

• Min/max quantities

• Terms and conditions

• Hazardous materials

• Multiple shipment quotations

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Creating RFQ

Requisitionlinepool

Query existing lines

RFQ

RFQChoose linesfrom

query results

Automaticcreation

Manualcreation

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Quotations

Approvesupplier

quote

Unapprove supplier

quote

Requests for quotation

Quote repository

Supplier 1 Supplier 2 Supplier 3 Supplier 4

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Quotation Approvals

Quote repository

ApproveSupplier 1

Item 1

Approve Supplier 1

Item 3

Approve Supplier 2

Entire quote

ApproveSupplier 3

Item 2

Supplier 1 Supplier 2 Supplier 3 Supplier 4

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Outline

Setup

Requisitions

RFQ and Quotations

Purchase Orders

Receiving

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Oracle purchase order types

Standard purchase order ( 標準採購 )

Blanket purchase agreement ( 概括採購 )

Contract purchase agreement ( 合約採購 )

Planned purchase order ( 計劃性採購 )

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Purchase Order Components

Documentdetail (Header)

Item or servicedetails (Lines)

Supplier deliverydetails (Shipments)

Internal distributiondetails (Distributions)

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Standard Purchase Orders

OracleWIP

Othersystems

Demand

Manually create

Import/reschedulerequisitions

Create internalsales order

requester

Orderentry

Create supplier purchase order

Oracle Inventory

OracleMRP

Source

Approve

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Contract Purchase Agreement

You do not know details of goods or services to be purchased.

You set terms and conditions with your supplier.You reference contract purchase agreements directly on

standard purchase order lines.

Contract purchaseagreement

Delivery 1Standard PO 1

Delivery 2Standard PO 2

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Blanket Purchase Agreements

Long-term (dates of delivery not known).Effective date and expiration date

You know details of goods or services that you can buy.

Actual purchases occur when a blanket release is issued.

Blanketpurchase

agreement

Delivery 1Release 1

Delivery 2Release 2

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Planned Purchase Orders

Dates of delivery are tentatively scheduled.

Goods to be purchased must be specified.

Actual purchases occur when a scheduled release is issued

Plannedpurchase

order

Delivery 1Release 1

Delivery 2Release 2

Tentative: June 1

Tentative: July 1

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Comparison of purchase order types

金額產品交期採購訂單

合約採購確定不確定不確定需要

大宗採購確定確定不確定需要

計畫性採購確定確定確定不需要

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Created Purchase Orders

Requisitionlinepool

Query existing lines

PO

POChoose linesfrom

query results

Automaticcreation

Manualcreation

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Outline

Setup

Requisitions

RFQ and Quotations

Purchase Orders

Receiving

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Delivery

Overview of Receiving

Receiving A Receiving B

Standardreceipt

Directreceipt

Inspectionrequired

Delivery AcceptRejectReturn to supplier

Inspect

Delivery

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Returns and Corrections

Receiving Return delivery

reason code (optional)Return to supplier

Identify itemfor return

Receiving

Identify error in receiving

Correct as many transactions as necessary

Returns

Corrections

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Substitute & Unordered Receipt

Unorderedreceipt Delivery

Match to PO?

Yes

Receive item Binstead of A

Is B a validsubstitute?

Delivery

Yes

NoReturn

NoRequires matching

or return

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Payment on Receipt

Receipt

Payment

OraclePayablesDelivery

Pay on options:: Invoice consolidationoptions:

By packing slip

By receipt

By site

79

Receiving

世新大學 ERPERP 實驗室

83

企業資源規劃企業 e 化之營運管理

2003/09

完Oracle Purchasing

採購

oracle purchasing 採購

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