oracle purchasing

Copyright © 2007, Oracle. All rights reserved.

Oracle Purchasing

R12 Financials Functional Foundation

Copyright © 2007, Oracle. All rights reserved.1 - 2

Objectives

After completing this lesson, you should be able to do the following:

• Discuss purchasing activity from requisition to receipt of goods

• Identify the major tables used in purchasing and receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts

• Discuss the open interfaces and application program interfaces for purchasing


Agenda

• Overview of Purchasing activity from requisition to receipt of goods

• Major tables used in Purchasing and Receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts

• Open interfaces and application program interfaces


Purchasing Integration

OracleGeneral Ledger

Oracle Payables

OracleHuman Resources

Oracle Assets

OracleCost Management

OracleProject Accounting

OracleCash Management

OracleCBC

Oracle Alert

OracleWorkflow

OraclePurchasing

Purchasing Integration


Purchasing Process

Createrequisition

AutoCreate

Purchasing document

Send to supplier

Receive goods

Approverequisition

Approve

document


Professional Buyer’s Work Center

The Buyer’s Work Center is a web-based workbench from which buyers can 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


Unified Procurement Catalog Access

Single catalog shared by the entire Oracle Procurement suite:

• iProcurement-like search capabilities for purchasing users

• Add catalog items to purchase order and agreement lines

• Replace non-catalog requests with lines from the catalog

Direct access to supplier catalogs

Supplier


Purchase Requisitions

• Edit and review requisitions online.

• Review status and action history of your requisitions.

• Automatically source requisitions from open purchase agreements and quotations.

• Utilize requisition templates for items you purchase frequently.

• Create internally and externally fulfilled requisitions.

• Distribute expenses across multiple cost centers.


Inventory WIP ASCP/MRP

Demand

RequisitionRequisition

Pool

Order Entry

Import / RescheduleRequisitions

Supplier

InternalSales Order

Manually Approval

Order Mgmt

Purchase Requisition Process


Purchase Requisitions Information Flow

Oracle MRP

Oracle Inventory

Oracle WIP

PurchaseOrders

OracleOrder Management

PurchaseRequisition

Process

SuppliersRequirements

Subinventory Replenishment

Outside Processing

Drop Shipments


Purchase Order Process

Receive against PO

Match Invoices against PO

Maintain Documents

Accept Revise Control

Approve PO

AutoCreate ManuallyCreate

Requisition

Pool


Purchase Order Types

Header

Line

Shipment

Distribution

Contract Agreement

HeaderHeader

Line

Header

Line

Shipment

Distribution

Blanket Agreement

Planned Purchase

Order

Standard Purchase

Order

Shipment

Distribution

Blanket Release

Header

Line

Shipment

Distribution

Standard PO

Scheduled Release


Purchase Order Communication

Options available for delivery of Oracle Purchasing documents to the supplier:

• Print and deliver

• Fax (Facsimile)

• E-Mail (Electronic Mail)

• EDI (Electronic Data Interchange)

• XML (eXtensible Markup Language)


Receiving Process

Shipment ofgoods

Inspection

Deliver

Inventory

Shop Floor

Expense

Receipt


Receiving

Through Oracle Purchasing, you can control the items you order through receiving, inspection, transfer, and internal delivery and the quantity, quality, and internal delivery of the items you receive.

Oracle Purchasing supports the following methods of receiving:

• Standard receipt

• Direct receipt

• Inspection required


Agenda





Suppliers Window


Supplier Tables

AP_SUPPLIER_CONTACTS

AP_SUPPLIERS

AP_SUPPLIER_SITES_ALL

HR_EMPLOYEES


AP_SUPPLIERS

• This table stores information about your suppliers.

• You need one row for each supplier you define.

• Each row includes the supplier name as well as purchasing, receiving, payment, accounting, tax, classification, and general information.

• Oracle Purchasing uses this information to determine active suppliers.


AP_SUPPLIER_SITES_ALL

• This table stores information about supplier sites.

• Each row includes the site address, supplier reference, purchasing, payment, bank, and general information.

• Oracle Purchasing uses this information to store supplier address information.


AP_SUPPLIER_CONTACTS

This table stores information about

supplier site contacts.

Each row includes the contact name and site.


HR_Employees

A view that contains information about

employees.

You must have a row for each requestor,

requisition preparer, approver, buyer, or receiver who uses Oracle Purchasing.

Related to Supplier

Table


Agenda





Requisitions (Vision Operations)

Requisitions Window

With on-line requisitions, you can centralize your purchasing department, source your requisitions with

the best suppliers, and ensure that you obtain the appropriate management approval before creating

purchase orders from requisitions.


Requisitions Tables

PO_REQUISITION_HEADERS_ALL

PO_REQUISITION_LINES_ALL

PO_REQ_DISTRIBUTIONS_ALL

HR_EMPLOYEES

MTL_SYSTEM_ITEMS_B

GL_CODE_COMBINATIONS


PO_REQUISITION_HEADERS_ALL

• Stores information about requisition headers.

• You need one header row for each requisition that you create.

• Each row contains the requisition number, preparer status, and description.

I need…..!


PO_REQUISITION_LINES_ALL

• This table stores information about requisition lines.

• Each row contains the line number, item number, item category, item description, need-by date, deliver-to location, item quantities, units, prices, requestor, notes, and suggested supplier information for the requisition line.


PO_REQ_DISTRIBUTIONS_ALL

• The accounting distributions associated with each requisition line.

• Each requisition line must have at least one accounting distribution.

• Each row includes the Accounting Flexfield ID and requisition line quantity.


Related Tables

• HR_EMPLOYEES: View that contains information about employees. You must have a row for each requestor, requisition preparer, approver, buyer, or receiver who uses Oracle Purchasing.

• MTL_SYSTEM_ITEMS_B: The definition table for items. This table holds the definitions for inventory items, engineering items, and purchasing items.

• GL_CODE_COMBINATIONS: This table stores valid Accounting Flexfield segment value combinations for each accounting flexfield structure within your general ledger application.


Agenda





Purchase Orders Window

Use the Purchase Orders window to enter standard and planned purchase orders as well as blanket and

contract purchase agreements.

Purchase Orders (Vision Operations)


Purchasing Documents

PO_RELEASES_ALL

PO_LINE_LOCATIONS_ALL

PO_HEADERS_ALL

PO_LINES_ALL

PO_DISTRIBUTIONS_ALL


PO_HEADERS_ALL

• Header information for your purchasing documents.

• Each document must have one header.

• Each row contains buyer information, supplier information, notes, foreign currency information, terms and conditions information, and the document status.


PO_LINES_ALL

• Information about each purchase order line.

• You need one row for each line you attach to a document.

• Each row includes the line number, item number and category unit, price, tax information, and quantity ordered for the line.

• Oracle Purchasing uses this information to record and update item and price information.



• This table contains information about purchase order shipment schedules and blanket agreement price breaks.

• You must have one row for each schedule or price break you attach to a document line.

• Each row contains the location, quantity, and dates for each shipment schedule.

• Oracle Purchasing uses this information to record delivery schedule information for purchase orders and price break information for blanket purchase orders, quotations, and RFQs.



Stores accounting information for a purchase order shipment line.

Oracle Purchasing uses this information to record accounting

and requisition information for purchase orders and releases.

The accounting can be created by the account generator based on

inventory items or manually entered for expense items.


PO_RELEASES_ALL

This table contains information about blanket and planned purchase order releases.

You need one row for each release you issue for a blanket or planned purchase order.

Each row includes the buyer, date, release status, and release number.

Each release must have at least one purchase order shipment (PO_LINE_LOCATIONS_ALL).


Agenda





Receiving Transactions

You can receive goods into a receiving location or to their final destination.

Receipts (M1)


Purchasing Receipts

MTL_MATERIAL_TRANSACTIONS

RCV_SHIPMENT_HEADERS

MTL_SYSTEM_ITEMS_B

RCV_SHIPMENT_LINES

RCV_TRANSACTIONS

RCV_SUPPLY




RCV_SHIPMENT_HEADERS

• This table stores common information about the source of your receipts or expected receipts.

• There is one header per receipt.

• You group your receipts by the source type and the source of the receipt.

• Oracle Purchasing does not allow you to group receipts from different sources under one receipt header.


RCV_SHIPMENT_LINES

It also stores information about the default destination for in-transit shipments.

This tablestores

Informationabout items

that have been shippedor received from a

specific receipt source.


RCV_TRANSACTIONS

• This table stores historical information about receiving transactions you have performed.

• Once a row is inserted into this table, it will never be updated. When you correct a transaction, the net transaction quantity is maintained in RCV_SUPPLY. The original transaction quantity is not updated.

• You can delete rows from this table using the purge feature of Oracle Purchasing.


RCV_SUPPLY

• This table stores information about on-hand quantities in receiving and inspection.

• Oracle Purchasing uses the table to track item, quantity, location and source information for each receiving transaction.


Tables Used in Purchasing

The following tables are referenced by Oracle Purchasing for currency conversions, period opening and closing, and Reporting Currencies transactions:

• GL_PERIOD_STATUSES

• GL_DAILY_RATES


Agenda





Requisitions Open Interface

Inventory WIP ASCP/MRP

Demand

Other Systems


Purchasing Documents Open Interface

• Import and update price/sales catalog information

• Request for Quotation responses

• Standard Purchase Orders

• Blanket Purchase Agreements

• Catalog Quotations


Receiving Open Interface

• Receipt information from other Oracle Applications or your existing non-Oracle systems.

• Bar-coded and other receiving information from scanners and radio frequency devices.

• Advance Shipment Notices (ASNs) sent from suppliers.


Purchasing Open Interface Tables

Interface Data Flow Table, Table, View, or Module name Name Direction View, or

Process

Requisitions Inbound Table PO_REQUISITIONS_INTERFACE_ALL

PO_REQ_DIST_INTERFACE_ALL

Purchasing Inbound Table PO_HEADERS_INTERFACEDocuments PO_LINES_INTERFACE

Receiving Inbound Table RCV_HEADERS_INTERFACE RCV_TRANSACTIONS_INTERFACE


Purchasing Application Programming Interfaces (APIs)

Purchasing Order Change API Cancel Purchase Order API Custom Pricing API


Summary

In this lesson, you should have learned the following:

• Discuss purchasing activity from requisition to receipt of goods

• Identify the major tables used in purchasing and receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts

• Discuss the open interfaces and application program interfaces for purchasing

oracle purchasing

Documents

oracle purchasing

delivery of oracle

documents copyright

open purchase agreements

requisition demand

requisition templates

supplier information

supplier tables ap