r12 oracle purchasing fundamentals table of...

Copyright © 2009, Oracle. All rights reserved.

R12 Oracle Purchasing Fundamentals Table of Contents 1

R12 Oracle Purchasing Fundamentals

Activity Guide

D49874GC20

Edition 2.0

March 2009

D58419

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R12 Oracle Purchasing Fundamentals Table of Contents 2


This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights and the following legend is applicable:

Restricted Rights Legend

Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in Technical Data and Computer Software (October 1988).

This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or criminal penalties.

If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with “Restricted Rights,” as defined in FAR 52.227-14, Rights in Data-General, including Alternate III (June 1987).

The information in this document is subject to change without notice. If you find any problems in the documentation, please report them in writing to Worldwide Education Services, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores, CA 94065. Oracle Corporation does not warrant that this document is error-free.

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All other products or company names are used for identification purposes only, and may be trademarks of their respective owners.

Authors

Vic Mitchell, Dee Fairbanks Simpson

Technical Contributors and Reviewers

Marilyn Montgomery, Barbara Nicholls, Barbara Snyder, Sharon Tennier, Vera Reyna

This book was published using: oracletutor

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R12 Oracle Purchasing Fundamentals Table of Contents i

Table of Contents

R12 Oracle Purchasing Fundamentals - Student Practices .........................................................................1-1 R12 Oracle Purchasing Fundamentals ...........................................................................................................1-2

Guided Demonstration - Oracle Integration Repository ............................................................................1-3 Practice - Create A New Employee and User ............................................................................................1-4 Solution - Create A New Employee and User ...........................................................................................1-5 Practice - Set Yourself Up As a Buyer ......................................................................................................1-9 Guided Demonstration - Run the Fill Employee Hierarchy Process .........................................................1-11 Practice - Create a Location.......................................................................................................................1-12 Solution - Create a Location ......................................................................................................................1-13 Practice - Create an Inventory Organization..............................................................................................1-16 Solution - Create an Inventory Organization .............................................................................................1-17 Practice - Define a Unit of Measure ..........................................................................................................1-22 Solution - Define a Unit of Measure..........................................................................................................1-23 Practice - Create a Purchasing Category....................................................................................................1-27 Solution - Create a Purchasing Category ...................................................................................................1-28 Practice - Create Purchasing Items ............................................................................................................1-33 Solution – Create Purchasing Items...........................................................................................................1-34 Practice - Create a Supplier With Two Sites .............................................................................................1-37 Solution - Create a Supplier With Two Sites.............................................................................................1-38 Guided Demonstration - Create a Position (Optional)...............................................................................1-50 Guided Demonstration - Add the Position to the Hierarchy ......................................................................1-51 Guided Demonstration - Create Approval Groups ....................................................................................1-52 Guided Demonstration - Create Approval Group Assignments ................................................................1-53 Practice - Set Up Document Routing and Approval ..................................................................................1-54 Solution - Set Up Document Routing and Approval .................................................................................1-55 Practice - Create a Supplier List ................................................................................................................1-66 Solution - Create a Supplier List................................................................................................................1-67 Practice - Create a Catalog RFQ................................................................................................................1-68 Solution - Create a Catalog RFQ ...............................................................................................................1-70 Practice - Create a Catalog Quote from an RFQ........................................................................................1-77 Solution - Create a Catalog Quote from an RFQ.......................................................................................1-79 Practice - Create an Approved Supplier List Status...................................................................................1-84 Solution - Create an Approved Supplier List Status ..................................................................................1-85 Practice - Require an Approved Supplier for an Item................................................................................1-87 Solution - Require an Approved Supplier for an Item ...............................................................................1-88 Practice - Create an Approved Supplier List .............................................................................................1-90 Solution - Create an Approved Supplier List.............................................................................................1-92 Practice - Understand ASL Precedence .....................................................................................................1-97 Practice - Create a Sourcing Rule and a Sourcing Rule Assignment.........................................................1-103 Solution - Create a Sourcing Rule and a Sourcing Rule Assignment ........................................................1-105 Practice - Enable Automatic Document Sourcing .....................................................................................1-111 Solution - Enable Automatic Document Sourcing.....................................................................................1-112 Practice - Create a Purchase Requisition ...................................................................................................1-114 Solution - Create a Purchase Requisition...................................................................................................1-115 Practice - Create a Requisition Template...................................................................................................1-118 Solution - Create a Requisition Template..................................................................................................1-119 Practice - Use the Supplier Item Catalog to Create a Requisition .............................................................1-122 Solution - Use the Supplier Item Catalog to Create a Requisition.............................................................1-123 Practice - Create Internal Requisitions ......................................................................................................1-127 Solution – Create Internal Requisitions .....................................................................................................1-128 Practice - Create a Standard Purchase Order .............................................................................................1-133 Solution - Create a Standard Purchase Order.............................................................................................1-135

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R12 Oracle Purchasing Fundamentals Table of Contents ii

Practice - Create a Blanket Purchase Agreement and Blanket Release .....................................................1-148 Solution - Create a Blanket Purchase Agreement and Blanket Release ....................................................1-150 Practice - Create a Contract Purchase Agreement .....................................................................................1-160 Solution - Create a Contract Purchase Agreement.....................................................................................1-161 Practice - Return a Requisition ..................................................................................................................1-167 Solution - Return a Requisition .................................................................................................................1-169 Practice - AutoCreate a Purchase Order ....................................................................................................1-173 Solution - AutoCreate a Purchase Order....................................................................................................1-174 Practice - Create Releases using the Create Releases Program .................................................................1-177 Solution - Create Releases using the Create Releases Program.................................................................1-180 Practice - Automatically Create a Standard Purchase Order based on your Quotation .............................1-188 Solution - Automatically Create a Standard Purchase Order based on your Quotation.............................1-190 Guided Demonstration - Introduce the Buyer's Work Center....................................................................1-195 Practice - Create a Personalized Requisition View....................................................................................1-197 Solution - Create a Personalized Requisition View...................................................................................1-198 Guided Demonstration - Creating and Using Document Styles ................................................................1-200 Practice - Create a Purchase Order in the Buyer's Work Center................................................................1-201 Solution - Create a Purchase Order in the Buyer's Work Center ...............................................................1-202 Practice - Create a Purchase Agreement in the Buyer's Work Center .......................................................1-205 Solution - Create a Purchase Agreement in the Buyer's Work Center.......................................................1-206 Practice - Create a Standard Receipt..........................................................................................................1-211 Solution - Create a Standard Receipt .........................................................................................................1-213 Practice - Create an Express Receipt .........................................................................................................1-215 Solution - Create an Express Receipt.........................................................................................................1-217 Practice - Create a Cascade Receipt ..........................................................................................................1-220 Solution - Create a Cascade Receipt..........................................................................................................1-222 Practice - Inspect and Deliver a Receipt ....................................................................................................1-225 Solution - Inspect and Deliver a Receipt ...................................................................................................1-227

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R12 Oracle Purchasing Fundamentals Table of Contents iii

Preface

Profile

Before You Begin This Course

Before you begin this course, you should have the following qualifications:

• Thorough knowledge of Oracle Applications

• Working experience with procurement

Prerequisites

• Oracle Applications Foundations

How This Course Is Organized

R12 Oracle Purchasing Fundamentals Ed 2 is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced.

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R12 Oracle Purchasing Fundamentals Table of Contents iv

Related Publications

Oracle Publications Title

Oracle Purchasing User’s Guide

Oracle Payables User’s Guide

Oracle Inventory User’s Guide

Oracle Manufacturing APIs and Open Interfaces Manual

Additional Publications

• System release bulletins

• Installation and user’s guides

• Read-me files

• International Oracle User’s Group (IOUG) articles

• Oracle Magazine

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R12 Oracle Purchasing Fundamentals Table of Contents v

Typographic Conventions

Typographic Conventions in Text Convention Element Example

Bold italic Glossary term (if there is a glossary)

The algorithm inserts the new key.

Caps and lowercase

Buttons, check boxes, triggers, windows

Click the Executable button. Select the Can’t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window.

Courier new, case sensitive (default is lowercase)

Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames

Code output: debug.set (‘I”, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to http://www.oracle.com User input: Enter 300 Username: Log on as scott

Initial cap Graphics labels (unless the term is a proper noun)

Customer address (but Oracle Payables)

Italic Emphasized words and phrases, titles of books and courses, variables

Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter [email protected], where user_id is the name of the user.

Quotation marks

Interface elements with long names that have only initial caps; lesson and chapter titles in cross-references

Select “Include a reusable module component” and click Finish. This subject is covered in Unit II, Lesson 3, “Working with Objects.”

Uppercase SQL column names, commands, functions, schemas, table names

Use the SELECT command to view information stored in the LAST_NAME column of the EMP table.

Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time:

[Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

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R12 Oracle Purchasing Fundamentals Table of Contents vi

Typographic Conventions in Code Convention Element Example Caps and lowercase

Oracle Forms triggers

When-Validate-Item

Lowercase Column names, table names

SELECT last_name FROM s_emp;

Passwords DROP USER scott IDENTIFIED BY tiger;

PL/SQL objects OG_ACTIVATE_LAYER (OG_GET_LAYER (‘prod_pie_layer’))

Lowercase italic

Syntax variables CREATE ROLE role

Uppercase SQL commands and functions

SELECT userid FROM emp;

Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications.

(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve

This simplified path translates to the following:

1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary.

2. (M) From the menu, select Query then Find.

3. (B) Click the Approve button.

Notations:

(N) = Navigator

(M) = Menu

(T) = Tab

(B) = Button

(I) = Icon

(H) = Hyperlink

(ST) = Sub Tab

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R12 Oracle Purchasing Fundamentals Table of Contents vii

Typographical Conventions in Oracle Application Help System Paths

This course uses a “navigation path” convention to represent actions you perform to find pertinent information in the Oracle Applications Help System.

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

1. In the navigation frame of the help system window, expand the General Ledger entry.

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

4. Review the Enter Journals topic that appears in the document frame of the help system window.

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R12 Oracle Purchasing Fundamentals - Student Practices Chapter 1 - Page 1

R12 Oracle Purchasing Fundamentals - Student Practices

Chapter 1

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Guided Demonstration - Oracle Integration Repository

Responsibility: System Administrator (operations/welcome)

Add Responsibility

1. (N) Setup: Security > User > Define

2. Query up OPERATIONS.

3. In Direct Responsibilities add the Integration Repository responsibility.

4. (B) Save

5. Return to the Navigator.

Responsibility: Integration Repository (operations/welcome)

View the Change

6. (N) Integration Repository

7. In the Integration Repository select Procurement then Purchasing.

8. Click Standard Purchase Order and note that the repository not only lists links to the Import Standard Purchase Orders open interface but includes definitions for all APIs, XML documents, EDI documents, and Web services.

The Integration Repository is included in all installations of Oracle E-Business Applications.

9. Click Home to return to the Navigator.

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Practice - Create A New Employee and User

Overview

Part of initial set up for Oracle Purchasing employees. In this practice, you will create a new employee and a new user for yourself to be used during the remaining practice sessions of this course. Do not be too concerned at this point about what the fields mean, as we will be discussing most of them in depth during the remainder of the course.

Assumptions

• Replace XX with your terminal number or initials.

• You have prior experience using Oracle Applications or have completed an introductory Oracle Applications course.

• 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.

Tasks

Sign on to the Personal Home Page − User = operations − Password = welcome

Define an Employee

Responsibility = Human Resources, Vision Enterprises

Define yourself as an employee with account details as shown in steps 4-6 below.

Add a New User

Responsibility = System Administrator

Define yourself as a user with account details as shown in steps 9 & 10 below.

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Solution - Create A New Employee and User

Sign on to the Personal Home Page − User = operations − Password = welcome

Define an Employee


1. Navigate to the People window

• (N) People > Enter and Maintain

2. (B) New − Last = Your last name − First = Your first name − Gender = Choose a gender − Action = Create Employment − Person Type = Employee − Social Security = Enter any 9 digit number (xxx-xx-xxxx)

Note: If you get a message indicating that the social security number is a duplicate accept it. For the purposes of the exercise it doesn’t matter if it is a duplicate it or not.

− Birthday = Enter a birthday (dd-mmm-yyyy)

3. (I) Save.

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4. (B) Assignment. Create an assignment using the following information:

Note: Click Correction, then Cancel in the People Group window that opens while you are making your entries. During position entry, enter Yes to the Decision window.

Field Value

Organization Vision Operations

Job MGR500.Manager

Position MM400.MATERIALS MANAGER

Location M1- Seattle Mfg

5. (T) Supervisor − Name = Brown, Ms. Casey

6. (T) Purchase Order Information − Set of Books = Vision Operations (USA) − Default Expense Account = 01-110-7740-0000-000

Note: Click Cancel in the Alias window and enter the account number manually.

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7. (I) Save.

Note: Click Cancel in the window that opens regarding location.

8. Close windows until you are back at the Navigator.

Add a New User

Responsibility = System Administrator

9. Navigate to the Define Users window

• (N) Security > User > Define − User Name = XXUSER (where XX is your unique ID) − Password = welcome (tab, re-enter password to verify) − Person = The employee you created

10. Add the following responsibilities to your new username

Responsibility Security Group

Purchasing, Vision Operations Standard

Payables, Vision Operations Standard

Human Resources, Vision Enterprises Standard

Inventory, Vision Operations Standard

iProcurement Standard

Integration Repository Standard

Alert Manager, Vision Enterprises Standard

Preferences SSWA Standard

Workflow Standard

System Administration Standard

System Administrator Standard

Order Management, Super User, Vision Operations (USA)

Standard

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11. (I) Save

12. Exit Oracle applications and sign back in with your newly created User name.

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Practice - Set Yourself Up As a Buyer

Overview

Part of initial set up for Purchasing employees. In this exercise, you will set yourself up as a buyer in order to complete later practices.

Assumptions



• Logon to the system using the XXUSER you created earlier.

Tasks

Responsibility = Purchasing, Vision Operations

Set yourself up as a buyer in the define Buyers window.

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Practice - Set Yourself Up As a Buyer


1. Navigate to the Buyers definition window

• (N) Setup > Personnel > Buyers

2. Open a new buyer entry by clicking (B)Add Buyer.

3. Set yourself up as a buyer with a default Ship-To of M1 – Seattle Mfg

.

4. Save your entry.

5. Select Home to return to the navigator.

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Guided Demonstration - Run the Fill Employee Hierarchy Process

Responsibility: Purchasing, Vision Operations (USA)

(N) Reports > Run

Run the Fill Employee Hierarchy process

1. (B) OK to submit a single request

2. Name = Fill Employee Hierarchy

3. (B) Submit

4. Do not submit another request

Note: The Fill Employee Hierarchy adds our position and people assigned to the position to the position hierarchy. This process is not necessary for an Employee/Supervisor hierarchy. Both types will be discussed during this course.

Monitor the Request Until It Completes

5. (M) View > Requests

6. (B) Find

7. (B) Refresh Data until the request completes

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Practice - Create a Location

Overview

In this practice, you will create a location to use with later practices.

Assumptions




Tasks

Create a Location


Open the Location window and create a location for XXManufacturing, 13400 West Ocean Air Drive, San Diego, CA, 92130.

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Solution - Create a Location

Create a Location


1. Open the Location window:

• (N) Setup > Organizations > Locations − Name = XXManufacturing − Description = XXManufacturing

Note: Uncheck the Global check box if you want the location to only be available within the default Business Group of your current responsibility. Accept the default if you want the location to be a global location and therefore available to all Business Groups.

2. (T) Address Details − Address Style = United States.

3. Click in the Address field and enter:

Field Value

Address 13400 West Ocean Air Drive

City San Diego

State CA

Zip 92130

County San Diego

Country United States

4. Click OK.

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5. Select the Pacific Time Timezone.

6. (I) Save

7. (T) Shipping − Contact = <Select a contact name>

8. (I) Save − Ship-To Location = XXManufacturing

9. Check to make sure the site is a Ship-To, Receiving Site, Office Site, Internal Site and Bill-To Site.

Note: Selecting the check boxes means that you are making the Location Name a valid location in the list of values on a Purchasing document. For example, selecting Ship-To Site makes the location name a valid choice in the list of values for the Ship-To field on a purchase order header. Note that if you define a default Ship-To or Bill-To Location in the Supplier-Purchasing region of the Financials Options window for your organization that is the location that defaults onto your purchase orders. But if you wanted to change that default, the Location Name that you define here and enable as a Ship-To or Bill-To site is available in the list of values for you to choose from in the Ship-To or Bill-To fields.

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10. (T) Other Details − Inventory Organization = Blank

Note: Leaving this field blank will allow this location to be used with multiple inventory organizations. Specifying an inventory organization will ensure that the location is ONLY used with the specified inventory organization.

− EDI Location = Blank

Note: If you use Electronic Data Interchange (EDI) to receive Advance Shipment Notices (ASNs) or ASNs with billing information (ASBNs), enter a defined location. This location should match the ship-to location specified on an ASN or ASBN.

11. (I) Save

12. Close the Locations window.

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Practice - Create an Inventory Organization

Overview

As a part of initial Purchasing setup, in this practice you will create an inventory organization to be used in later practices.

Assumptions




Tasks

Create an Inventory Organization


In the Organizations window create a plant XXManufacturing that is an Inventory Organization in Vision Operations.

Assign the Organization to an Existing Item Master

In the Additional Organization Information window give your new Inventory Organization a code of XXM and assign it to Vision Operations. Be sure to set up appropriate GL accounts for both Costing Information and Other Accounts.

Specify Receiving Information

In the Additional Organization Information window, enter appropriate Receiving Information for your Inventory Organization.

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Solution - Create an Inventory Organization

Create an Inventory Organization


1. Navigate to the Organizations window:

• (N) Setup > Organizations > Organizations

2. (B) New − Name = XXManufacturing − Type = Plant − Enter a date in the From field early enough for any historical information that you

need to enter. (The default is the current date.) − To Date = Leave Blank − Location = XXManufacturing

3. Save

Note: Multiple inventory organizations can share the same physical location if the Inventory Organization field associated with the Location was left blank (as in the prior exercise!).

4. For the Name field in the Organization Classifications region, use the list of values to select Inventory Organization.

5. Select the Enabled check box (use the mouse or the space bar).

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6. Save

7. (B) Others

8. In the Additional Organization Information window, select Accounting Information.

9. OK, then click in the Accounting Information field. − Primary Ledger = Vision Operations − Legal Entity = Vision Operations − Operating Unit = Vision Operations.

10. OK

11. OK

12. (B) Yes to save changes.

13. Close the Organization Parameters window but do NOT close the Organization window.

Assign the Organization to an Existing Item Master

14. Re-open the Organization Parameters window:

• (B) Others

15. In the Additional Organization Information window, select Inventory Information.

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16. (T) Inventory Parameters − Organization Code = XXM − Item Master Organization = Vision Operations − Calendar = Vision01 − Demand Class = West US

17. (T) Costing Information

Account Type Account

Material 01-000-1410-0000-000

Outside Processing 01-000-1450-0000-000

Material Overhead 01-000-1420-0000-000

Overhead 01-000-1430-0000-000

Resource Leave field blank

Expense Leave field blank

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18. (T) Other Accounts

Account Type Account

Purchase Price Variance 01-540-5210-0000-000

Invoice Price Variance 01-540-5220-0000-000

Inventory AP Accrual 01-000-2215-0000-000

Sales 01-540-4160-0000-000

Cost of Goods Sold 01-540-5200-0000-000

Deferred COGS Account 01-540-5200-0000-000

19. (I) Save

(Enter 1 for Starting Serial Number and click OK when the pop-up note concerning Organizational Costing Methods appears.)

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Note: A huge difference between a Location and an Inventory Organization is that Inventory Organizations determine a lot of accounting that gets sent to the General Ledger! For Purchasing, we are mainly concerned about Purchase Price Variance, Invoice Price Variance and Inventory AP Accrual accounts.

20. Close the Organization Parameters window but do NOT close the Organization window.

Specify Receiving Information

21. Re-open the Organization Parameters window:

• (B) Others

22. In the Additional Organization Information window, select Receiving Information. − Days Early = 5 − Days Late = 5 − Receipt Days Exceed-Action = Warning − Tolerance = 5% − Over Receipt Action = Warning − Receipt Routing = Standard − Allow Unordered Receipts = Checked − Allow Express Transactions = Checked − Allow Cascade Transactions = Checked − Next Receipt Number = 1000 − Receiving Inventory Account = 01-000-1410-0000-000 − Clearing Account = 01-000-2929-0000-000

23. (B) Save and select Close Window.

24. Exit window back to the navigator.

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Practice - Define a Unit of Measure

Overview

In this practice you will create a unit of measure class, units of measure, and unit of measure conversions to be used later when creating purchasing documents.

Assumptions




Tasks


Create a Unit of Measure Class

Create an XXQty unit of measure class.

Create Three Units of Measure

Create XXDozen, XXCase, and XXGross units of measure.

Create Conversions for Your Units of Measure

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Solution - Define a Unit of Measure


Create a Unit of Measure Class

1. Navigate to the Unit of Measure Classes window.

• (N) Setup > Units of Measure > Classes

2. Select M-1 Seattle Manufacturing Inventory Organization.

3. Click the New icon.

4. Enter the following: − Name = XXQty − Description = XX-Quantity Class − Base Unit = XX-Each − UOM = XXE

5. Click Save.

Create Three Units of Measure

6. From the Units of Measure Classes window.

• (B) Units of Measure

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7. Enter the following: − Name = XX-Dozen − UOM = XXD − Description = XX Dozen UOM

8. Enter the following: − Name = XX-Case − UOM = XXC − Description = XX Case UOM

9. Enter the following: − Name = XX- Gross − UOM = XXG − Description = XX Gross UOM

10. Click Save and close the window back to the Unit of Measure Classes window.

Create Conversions for Your Units of Measure

11. From the Unit of Measure Classes window:

• (B) Conversions

• (T) Standard

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12. Enter the following: − Unit = XX-Dozen − Conversion = 12

13. Enter the following: − Unit = XX-Case − Conversion = 24

14. Enter the following: − Unit = XX-Gross − Conversion = 144

15. Click Save.

Now you will set up a conversion for an existing item to your newly created unit of measure.

16. Change to the Inter-class tab.

• (T) Inter-class

17. Enter the following: − Item = AS18947 − Base Unit = XX-Each − Conversion = 2

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18. Click Save and return to the navigator.

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Practice - Create a Purchasing Category

Overview

In this practice you will create a purchasing category to be used later when creating purchasing documents.

Assumptions




Tasks


Add Key Values for Purchasing Category Combinations

Add XX to the PO Item Category value set.

Create Purchasing Categories

Create categories for XX.COMPUTER and XX.SUPPLIES.

Assign the Categories to a Category Set

Assign the categories you created to the Purchasing category set.

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Solution - Create a Purchasing Category


Add Key Values for Purchasing Category Combinations

Note: In most cases creating a Purchasing category would only require the steps below for creating category codes and then assigning them to the Purchasing category set. Since the Flexfields in the Oracle Vision database have dependent value sets due to other product requirements, we have to do a little extra work.

1. Navigate to the Key Segment Values window

• (N) Setup > Flexfields > Key > Values

2. Add XX to the PO Item Category value set

• Select Value Set, enter PO Item Category as Name, and click (B) Find.

• Place your cursor in the first open row of the Values, Effective tabbed region. If no open rows are visible, select any row and click (I) New.

• Enter XX in the Value field, and XX in the Description field.

• (I) Save. Do not exit the window.

Note: Click OK in the Compile note when it appears if you did exit the window.

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3. Add COMPUTER and SUPPLIES to the Commodity value set as dependent values to XX.

• Place your cursor in the Name field and click (I) Find

• Enter Commodity in the Name field

• Place your cursor in the Independent Value field and scroll down to your XX value.

• Click (B) Find.

• Place your cursor in the first open row of the Values, Effective tabbed region. If no open rows are visible, select any row and click (I) New.

• Enter COMPUTER in the Value field, and Computer XX in the Description field.

• Move your cursor to the next open row. If no open rows are visible, click (I) New.

• Enter SUPPLIES in the Value field, and Supplies XX in the Description field.

• (I) Save. Click OK in the Compile note when it appears as you exit the window.

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Create Purchasing Categories

4. Navigate to the Categories window

• (N) Setup > Items > Categories > Category Codes

5. (B) New

6. Create categories according to the following table:

Structure Name Category Description Supplier?

PO Item Category XX.COMPUTER XXComputer Purchases Y

PO Item Category XX.SUPPLIES XXOffice Supplies Y

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7. Save

Assign the Categories to a Category Set

8. Navigate to the Category Sets window

• (N) Setup > Items > Categories > Category Sets

• Select the V1 - Vision Operations organization if asked.

9. Query the Purchasing category set (Hint: Flex structure = PO Item Category).

10. Add your two new categories to the Category region.

• Place your cursor in the first open row of the Category region. If no open rows are visible, select any row and click (I) New.

• Enter XX.COMPUTERS and XX.SUPPLIES

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11. (I) Save.

12. Close windows until you are back at the Navigator

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Practice - Create Purchasing Items

Overview

In this practice you will create items that you will create a purchase order for and receive in subsequent practices.

Assumptions




Tasks


Create an Expense Item, Inventory Item, and Capital Item

Use the details in table 1 below to create three items.

Enable the Items in an Inventory Organization

Use the details in table 2 below to enable your new items.

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Solution – Create Purchasing Items


Create an Expense Item, Inventory Item, and Capital Item

1. (N) Change Organization

2. From the list of values, choose XXManufacturing and click OK

3. (N) Items > Master Items

• Use the information in the following table to create these items. If a table cell is empty, do nothing for that field.

• To enter this information you will use the Main, Inventory, Purchasing, and Receiving tabs.

• Enter all the information for one item, Expense Item for example, and then Save.

• Enable each item in the Inventory Organizations listed in the Item Inventory Organizations table below.

• (I) Organization Assignment

• (I) Save

Table 1 Tab

Region Field Name Expense Item Inventory Item Capital Item

Header Item XXSoftware XXMonitor XXComputerPC

Description XX Expensed Item XX Inventory Item

XX High Speed Computer

Main Primary Unit of Measure

Each Each Each

Item Status Active Active Active

Inventory Inventory Item Checked

Stockable Checked

Transactable Checked

Purchasing Purchased Checked Checked Checked

Purchasable Checked Checked Checked

Use Approved Supplier

Unchecked Unchecked Unchecked

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Buyer Your Name: Last, First

Your Name: Last, First

Your Name: Last, First

List Price 450 250 1200

Expense Account 01-510-7530-0000-000

01-000-1570-0000-000

Asset Category COMPUTER-PC

Receiving Receipt Date: Action

Warning Warning Warning

Receipt Date: Days Early

5 5 5

Receipt Date: Days Late

5 5 5

Allow Substitute Receipts

Yes Yes Yes

Receipt Routing Standard Standard Inspection

Enforce Ship-To Warning Warning Warning

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Item Inventory Organizations

• Select (M) Tools > Organization Assignment or third tab on left side of screen Organization Assignments.

Note: V1 will always be checked since this is the Item Master

Table 2 Org Name Assigned

XXM XXManufacturing Checked

M1 Seattle Manufacturing Checked

M2 Boston Manufacturing Checked

M3 Dallas Manufacturing Checked

4. After you have completed all the tasks in step 3 for all three items, return to the Navigator.

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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




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 [email protected]. Contact for this site is John Doe whose email address is [email protected] 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 [email protected]. Contact for this site is Jane Doe whose email address is [email protected] 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. (B) Apply.

4. (L) Organization. − Type = Manufacturing

5. (B) Save.

6. (L) Tax and Reporting. − Allow Tax Applicability = Checked

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7. (B) Save.

8. (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. − Make sure Invoice Currency is US Dollar − 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 = [email protected] − 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.

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26. Enter the supplier site address information as follows: − Country = United States − 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 = [email protected] − 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.

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30. To update the supplier site attributes, click (I) Manage Sites.

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

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Note: When you enter and approve purchase orders for this supplier, the Supplier Notification Method will default. We’ve chosen printed document here. However, if we chose e-Mail and specified an e-mail address, that information would default during purchase order approval so we could send the purchase order using the supplier’s 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 = [email protected] − 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.

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36. Select San Francisco.

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 = [email protected] − Phone Area Code = 212 − Phone Number = 555-7703 − Phone Extension = 234 − 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.

43. Click Close Window back to the Navigator.

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Guided Demonstration - Create a Position (Optional)

Responsibility: Human Resources, Vision Operations

(N) Work Structure > Position > Description

Create a New Position

1. (B) New

2. Name = MMXX.MATERIALS MANAGER

3. Type = None

4. Organization = Vision Operations

5. Job = MGR500.Manager

6. Hiring Status = Active

7. Location = M1 - Seattle

8. Save

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Guided Demonstration - Add the Position to the Hierarchy

Responsibility: Human Resources, Vision Enterprises

(N) Work Structures > Position > Hierarchy

Add the Position to the Hierarchy

1. Select Query mode and enter Materials in Name field.

2. Place cursor in Position Name field and enter query mode

3. Exists in Hierarchy = Checked

4. Execute query

5. Scroll down until you reach BUY501.BUYER 1

6. Place cursor in the Subordinates Name field

7. (I) New

8. Position = MMXX.MATERIALS MANAGER

9. (I) Save

10. Close window back to Navigator

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Guided Demonstration - Create Approval Groups


(N) Setup > Approvals > Approval Groups

You can approve standard purchase orders up to 25000 for all purchases; however, you only have a 1000-dollar limit for requisitions you submit.

1. Vision Operations operating unit

2. Name = XX-25K

3. Description = 25K Approval; All accounts

Object Type Amount

Limit

Low Value High Value

Document Total Include 25000

Account Range Include 25000 00-000-0000-0000-000 99-999-9999-9999-000

Note: If you do not enter a rule for an account, the default is to exclude the account. If you enter only an Exclude Type rule, Purchasing does not automatically include everything else.

4. Place cursor in Name field

5. (I) New

6. Name = XX-1K

7. Description = 1K Approval, All Accounts

Object Type Amount

Limit

Low Value High Value

Document Total Include 1000

Account Range Include 1000 00-000-0000-0000-000 99-999-9999-9999-000

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Guided Demonstration - Create Approval Group Assignments

Responsibility: Purchasing, Vision Operations

(N) Setup > Approvals > Approval Assignments

In a position hierarchy, approval groups are attached to POSITIONS. In an employee/supervisor hierarchy, approval groups are attached to JOBS.

Create an Approval Group

1. Position = MMXX.MATERIALS MANAGER

2. Add approval assignments according to the following table:

Document Type Approval Group

Approve Purchase Requisitions XX-1K

Approve Standard Purchase Orders XX-25K

Approve Blanket Purchase Agreements XX-25K

Approve Blanket Releases XX-25K

Approve Contract Purchase Orders XX-25K

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Practice - Set Up Document Routing and Approval

Overview

This practice is designed to walk you through the most common aspects of setting up document routing and approval for an Oracle Purchasing buyer. You will add a new position to the hierarchy and link it to your employee record created previously. Then you will create an approval group and test all of your set up with a very simple purchase order.

Note: The instructor must run the Fill Hierarchy process during this practice. Refer to the guided demonstration for assistance.

Assumptions




Tasks

Create a new position

Add the position to the existing Materials Hierarchy

Confirm the default hierarchy for standard purchase orders

Create a new approval group

Verify your inclusion in the position to the existing Materials Hierarchy

Create a purchase order and submit for approval

Determine status assigned and view action history for forwarding information

Determine why the document went to the above person

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Solution - Set Up Document Routing and Approval

Create a new position.


1. Navigate to the Positions window

• (N) Work Structures > Position > Description

2. (B) New − Date Effective Name = MMXX.MATERIALS MANAGER − Type = None − Permanent = Check box − Organization = Vision Operations − Job = MGR500.Manager − Status = Active − Location = V1- New York City

3. (I) Save

Confirm the default hierarchy for standard purchase orders


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4. Navigate to the Document Types window

• (N) Setup > Purchasing > Document Types

5. Select Vision Operations as Operating Unit.

6. Select Update for the Purchase Order Standard document type.

7. Confirm that the name of the default hierarchy associated with standard purchase orders is Materials.

Add the position to the existing Materials Hierarchy

8. Navigate to the Position Hierarchy window

• (N) Work Structures > Position > Hierarchy

9. Query the Materials hierarchy

10. Place cursor in Position Name field and enter query mode (F11).

11. Enter BUY501.Buyer 1 and execute the query (Control + F11)

12. Place cursor in the Subordinates Name field

13. (I) New − Position = MMXX.MATERIALS MANAGER

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14. (I) Save

Create a new approval group

15. Navigate to the Approval Groups window

• (N) Setup > Approvals > Approval Groups

16. Select Vision Operations as the Operating Unit.

17. Enter the approval group: − Name = XX JR Buyer − Description = $10,000 limit, all accounts − Object = Account Range − Type = Include − Amount Limit = 10000 − Low Value 00-000-0000-0000-000 − High Value 99-999-9999-9999-999

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18. (I) Save

Assign the new approval group to your position

19. Navigate to the Assign Approval Groups window

• (N) Setup > Approvals > Approval Assignments

20. On the Approval Assignments window: − Operating Unit = Vision Operations − Position = MMXX.MATERIALS MANAGER − Document Type = Approve Standard Purchase Orders − Approval Group = XX JR Buyer

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21. (I) Save

Assign yourself to the new position


WAIT! Check with instructor to see if the fill hierarchy process has been run. That must complete before you proceed.

22. Navigate to the Define Person window


23. Find your employee record.

24. (B) Assignment

25. Organization – Vision Operations

26. Enter changes: − Group = Financials.SEIU − Job = MGR500.Manager − Position = MMXX.MATERIALS MANAGER

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27. (B) Correction

Reply Yes to the Decision popup regarding the new position.

28. (I) Save

Verify your inclusion in the position to the existing Materials Hierarchy




31. Place cursor in Position Name field and enter query mode (F11).

32. Enter BUY501.Buyer 1 and execute the query (Control + F11)

33. Place cursor in the Subordinates Name field and enter query mode

34. Enter your position name (MMXX.MATERIALS MANAGER) and execute the query.

35. Verify that your name now appears as the holder of that position in the hierarchy.

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Create a purchase order and submit for approval


36. Navigate to the Purchase Order window

• (N) Purchase Orders > Purchase Orders − Operating Unit = Vision Operations − Type = Standard Purchase Order − Supplier = Advanced Network Devices − Site = Santa Clara − Description = Document Approval Lab

37. (T) Lines − Item = f40000 − Quantity = 250

38. (B) Shipments − Org and Ship To fields = M1 − Quantity = 250

39. Save and write down your purchase order number ___________.

40. (B) Approve − Submit for Approval = Check box − Uncheck all other options

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41. (B) OK

View purchase order summary to determine status assigned and view action history to determine who the purchase order was forwarded to for approval.

42. Navigate to the Purchase Order Headers window

• (N) Purchase Orders > Purchase Order Summary − Operating Unit = Vision Operations − Buyer = Your employee name

43. (B) Find

44. What is the status? _________ Why weren’t you able to approve your own document?

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45. Determine who the document was forwarded to for approval

46. (M) Inquire > View Action History

47. Who was it forwarded to? ____________________________

Determine why the document went to the above person rather than your supervisor, Casey Brown.

48. Log in as a different user to be able to access the Materials hierarchy

• (M) File > Log in as a Different User (your instructor will provide log on information) − Responsibility = Human Resources, Vision Enterprises




51. Place cursor in Position Name field and query the BUY501.Buyer 1 position − Holder = look at the list of values that identifies all the employees holding this

position.

52. The answer: − Because standard purchase orders are routed according to the Materials Hierarchy − Your position is attached to BUY501.BUYER 1 in this hierarchy. − Catherine Baker is the first holder of this position (follows alphabetical order).

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53. Close the hierarchy windows and return to the navigator.

Change your employee record for later practices

54. Navigate to the Define Person window


55. Find your employee record.

56. (B) Assignment

57. Enter changes: − Position = MM400.MATERIALS MANAGER − Verify = M1 Seattle in Location field

58. (B) Correction

59. (I) Save

Why do you think we changed back to the original position?

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Practice - Create a Supplier List

Overview

In this practice you will add several suppliers and the supplier you created in a previous practice to a supplier list.

Assumptions




Tasks


Create a Supplier List

Add Advanced Network Devices, Star Gate Ltd, Advantage Corp, and your XXIBM Corp. to a XXComputer Hardware supplier list.

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Solution - Create a Supplier List


Create a Supplier List

1. Navigate to the Define Supplier Lists window

• (N) Supply Base > Supplier Lists − Name = XXComputer Hardware − Description = Computer Hardware

2. Add the supplier you created to your list, as well as the following suppliers (use the list of values from the toolbar to select vendors and sites):

Name Site

Advanced Network Devices SANTA CLARA

Star Gate Ltd STARGATE-BUY

Advantage Corp ADVANTAGE - US

XXIBM Corporation NEW YORK

3. (B) Save

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Practice - Create a Catalog RFQ

Overview

In this practice you will add an item that you created in previous practice to a Catalog RFQ. You will use the supplier list you created in the prior practice to copy suppliers on to the RFQ.

Assumptions




Tasks

Log on to the System − Responsibility = Purchasing, Vision Operations

Create a Catalog RFQ

1. Open the RFQs window − Operating Unit = Vision Operations − Type = Catalog RFQ − Status = Active − Due Date = Two weeks from today − Description = XXComputer Hardware − Reply Via Field = Mail − Close Date = Three weeks from today − Quote Approval Required = Checked − Quote Effectivity = Today’s date to one year from today

Complete the Requested Terms

2. Use the Terms window to add a note to the supplier. − Payment Terms = 45 Net (terms date + 45) − Carrier = UPS − Note to Supplier = Please expedite your response!

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Add Items to the RFQ

3. Add the following items to your RFQ.

Number Item Category UOM Target Price

1 CM13139 PRODUCTN.DRIVES Each Blank

2 XXSoftware MISC.MISC Each Blank

3 XXMonitor MISC.MISC Each Blank

Add Requested Price Breaks to EACH Line

4. Add the following price breaks to EACH line

Num UOM Quantity Price Org Ship-To Discount

1 Each 10 Blank M1 M1-Seattle 10



Add Suppliers

5. Add suppliers to your RFQ by copying them from your XXComputer Hardware supplier list.

Print the RFQ

6. Use the Printed RFQ Report (Landscape) to print your RFQ. Use the following parameters. − Name = Printed RFQ Report (Landscape) − Operating Unit = Vision Operations

Parameter Value

Report Type All

RFQ Number From Your RFQ

To Your RFQ

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Solution - Create a Catalog RFQ


Create a Catalog RFQ

1. (N) RFQs and Quotations > RFQs − Operating Unit = Vision Operations − Type = Catalog RFQ − Status = Active − Due Date = Two weeks from today

Note: The due date will print on the RFQ − Description = XXComputer Hardware − Reply Via Field = Mail − Close Date = Three weeks from today

Note: Purchasing warns you if a new quote is entered into the system that references this RFQ after the close date.

− Quote Approval Required = Checked − Quote Effectivity = Today’s date to one year from today

2. Save

Note: You can override the name in the Buyer field. The person specified in the buyer field will receive notifications associated with this RFQ.

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Complete the Requested Terms

3. (B) Terms − Payment Terms = 45 Net (terms date + 45) − Carrier = UPS − Note to Supplier = Please expedite your response!

4. Save

5. Close the RFQ Terms window.

Add Items

6. (T) Items

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Enter items according to the table:

Number Item Category UOM Target Price

1 CM13139 PRODUCTN.DRIVES Each Blank

2 XXSoftware MISC.MISC Each Blank

3 XXMonitor MISC.MISC Each Blank

Note: The supplier will reply with pricing information.

Add Requested Price Breaks to EACH Line

7. (B) Price Breaks

8. Ask for price breaks at 10, 25, and 50





Note: This must be done for EACH item on your RFQ.

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9. Save

10. Exit the RFQ Price Breaks window.

11. Verify that all items have the price break structure entered according to the table above.

Add Suppliers

12. (B) Suppliers

13. (B) Add From List − XXComputer Hardware = Checked

14. (B) Apply

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15. (B) Ok

Note: The suppliers from your supplier list were added to your RFQ. Also, note the Printed field is blank and the Print Count is 0.

16. Save your work and exit the RFQ Suppliers window.

17. Record your RFQ number.

Print the RFQ

18. Navigate to the request submission window:

19. (N) Reports > Run

20. (B) Ok to choose Single Request − Name = Printed RFQ Report (Landscape) − Operating Unit = Vision Operations

Parameter Value

Report Type All

RFQ Number From Your RFQ

To Your RFQ

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21. Click OK

22. (B) Submit

Do not submit another request


24. (B) Find

25. (B) Refresh Data until your request completes

26. (B) View Output

27. Close window and return to Navigator.

Note: After the RFQ is printed; the status changes to from Active to Printed. If you want to reprint your RFQ, re-query your RFQ, change the status to Active. Click the Supplier button and select the “include in next printing” check box. Save your changes then re-run the Printed RFQ report.

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Practice - Create a Catalog Quote from an RFQ

Overview

In this practice you will record a catalog quote from your supplier. Copy details in the RFQ directly on to the catalog quote using the Copy Document functionality.

Assumptions




Tasks


Automatically Create a Quotation from an RFQ

1. Open the RFQs window and find your RFQ

2. (M) Tools > Copy Document.

3. Use the list of values to choose the following parameters:

Parameter Value

Action Entire RFQ

Number N/A for automatic numbering

Type Catalog Quotation

Supplier XXIBM Corporation

Site NEW YORK

Contact Choose from your list of values

− Status = Active

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Record Pricing

4. Record pricing according to the following table:

Item Price

CM13139 100

XXSoftware 450

XXMonitor 250

5. Update price breaks for all three quotation lines according to the following table:


1 Each 10 Calculates M1 M1-Seattle 10



Approve the Entire Quotation

6. In the Approve Entire Quotation window enter the following parameters:

Parameter Value

Type All Orders

Reason Best Design

Approver Your Name

Effective Today’s date to one year from today

Comments Design approved by Engineering

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Solution - Create a Catalog Quote from an RFQ


Automatically Create a Quotation from an RFQ

1. (N) RFQs and Quotations > RFQs

2. (M) View > Find

3. In the Find field, enter the number of your RFQ from the prior exercise.

4. (B) Find

5. Click on your RFQ

6. Click OK

7. Open the Copy Document window:

• (M) Tools > Copy Document.

• Use the list of values to choose the following parameters:

Parameter Value

Action Entire RFQ

Number N/A for automatic numbering

Type Catalog Quotation

Supplier XXIBM Corporation

Site NEW YORK

Contact Doe, Jane

Note

• Enter a quotation number if you are using manual quotation numbering. If your setup is for automatic quotation numbers, Oracle Purchasing will assign a number when you save your work.

• The PO: Display AutoCreated Quotation profile option determines if the quotations window is displayed after the RFQ is copied to the quotation.

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8. (B) OK to copy the RFQ.

9. Record your Quotation number

10. (B) OK to close the note window

11. Save − Status = Active

12. Save

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Record Pricing

13. Record pricing according to the following table:

Item Price

CM13139 100

XXSoftware 450

XXMonitor 250

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14. Update price breaks for all three quotation lines according to the following table:





15. Exit the Price Breaks window

Approve the Entire Quotation

16. Click in the header description field.

17. (B) Approve


Parameter Value

Type All Orders

Reason Best Design

Approver Your name



19. (B) OK

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20. (B) OK to close the note window.

21. Requery the RFQ in the RFQs and Quotations window, choose the Suppliers button and note the response date is completed!

Note: The RFQ number used to generate this quote is saved with the quotation. Multiple quotations may be generated from the same RFQ.

22. Close the Quotation Price Breaks window and the RFQ to Quotation window.

23. Record your quotation number.

24. Requery your RFQ and note the Responded and Quotation fields are populated.

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Practice - Create an Approved Supplier List Status

Overview

In this practice you will create an approved supplier list status.

Assumptions




Tasks


Create a Supplier Status

1. Navigate to the Approved Supplier List Status window

• Status = XXApproved

• Description = Approved for Business

Assign Business Rules

Assign business rules to the status according to the following table: Control Rule Rule Description

Allow PO Approval Purchase Order Approval

Allow Sourcing Sourcing

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Solution - Create an Approved Supplier List Status

Log on to the System

1. Enter sign on information

2. Select a responsibility

• Responsibility = Purchasing, Vision Operations

Create a Supplier Status

3. Navigate to the Approved Supplier List Status window

• (N) Supply Base > Supplier Statuses

4. (M) File > New − Status = XXApproved − Description = Approved for Business − Approved Supplier List Default = Unchecked

Assign Business Rules

5. Create business rules for the status according to the following table:

Control Rule Rule Description

Allow PO Approval Purchase Order Approval

Allow Sourcing Sourcing

6. Save

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Practice - Require an Approved Supplier for an Item

Overview

In this practice you will set the Use Approved Supplier attribute on an item.

Assumptions




Tasks


Set the Use Approved Supplier Flag for an Item

1. Navigate to the Organization Items window

• Organization = M1 – Seattle Manufacturing

• Item = XXMonitor

• Use Approved Supplier = Checked

Attempt to Enter a Purchase Order for the Item

2. Attempt to enter a Purchase Order for the Item

• Supplier = Advanced Network Devices

• Site = SANTA CLARA

• Item = XXMonitor

• Quantity = 10

• Price = 250

• Need-By = Today’s date

• Verify that this item requires an approved supplier list

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Solution - Require an Approved Supplier for an Item


1. Enter sign on information. − Responsibility = Purchasing, Vision Operations

Set the Use Approved Supplier Flag for an Item

2. Navigate to the Organization Items window

• (N) Items > Organization Items − Organization = M1 – Seattle Manufacturing − Item = XXMonitor

• (B) Find

• (T) Purchasing − Use Approved Supplier = Checked

3. Save

Attempt to Enter a Purchase Order for the Item

4. Navigate to the Purchase Orders window

• (N) Purchase Orders > Purchase Orders − Operating Unit = Vision Operations − Supplier = Advanced Network Devices − Site = SANTA CLARA

• (T) Lines − Item = XXMonitor − Quantity = 10 − Price = 250 − Need-By = Today’s date

• Save

• (B) Approve

5. Verify that this item requires an approved supplier list

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Practice - Create an Approved Supplier List

Overview

In this practice you will enter a supplier and add it to a supplier list.

Assumptions




Tasks


Create a Catalog Quote

Create a catalog quote for your XXMonitor item that is effective from today’s date to a year from today. Quote approval will be required to reference this quotation on a purchase document. Approve the quotation for all orders.

1. Open the RFQs window: − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Status = Active − Effectivity = Today to a year from today − Quote Approval Required = Checked





Add an Approved Supplier for your Item

Add an approved supplier list for your XXMonitor item. The owning organization will be the M1-Seattle Manufacturing but the approved supplier list will be global.

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2. Open the Approved Supplier List window: − Business = Direct − Name = Advanced Network Devices − Site = SANTA CLARA-ERS − Status = XXApproved − Supplier Item = XXSVGA17

Don’t save yet!

Make the Approved Supplier List a Global Approved Supplier List

3. (T) Record Details − Global = Yes

Define the Attributes of the Approved Supplier List Entry

You will use the PO Create Documents workflow or the AutoCreate window to create standard purchase orders. Make sure that the release method is set appropriately.

− Release Method = Release Using AutoCreate − Type = Quotation − Number = Your quotation number

4. In the Line field enter the line number of your inventory item.

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Solution - Create an Approved Supplier List



1. (N) RFQs and Quotations > Quotations − Operating Unit = Vision Operations − Type = Catalog Quotation − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Status = Active − Effectivity = Today to a year from today − Quote Approval Required = Checked

2. (T) Items

3. Enter item information according to the following table:

Num Item Category Description UOM

1 XXMonitor MISC.MISC Inventory Item Each

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4. Specify price breaks according to the following table






6. (B) Approve


Parameter Value

Type All Orders

Reason Best Design

Approver Your name



8. (B) OK

9. (B) OK to close the note window.

10. Record your quotation number.

Add an Approved Supplier for your Item

11. Open the Approved Supplier List window:

• (N) Supply Base > Approved Supplier List (M1 Seattle Manufacturing) − Type = Item − Item = XXMonitor

12. (T) Key Attributes − Business = Direct − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Operating Unit = Vision Operations − Status = XXApproved − Supplier Item = XXSVGA17

13. Optionally specify a review-by date. (Scroll to the right)

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DO NOT SAVE YET!

Note

• You can use this date to determine when a proactive business review should be performed for the supplier. There are no standard reports, alerts or notifications associated with this field. To have advance notification, create an alert.

• You can search suppliers requiring a review using the Approved Supplier List Summary window.


14. (T) Record Details

• Global = Yes from the pop-up list to indicate this item and supplier site combination should be available to all organizations. A local ASL entry will override a global ASL entry.

15. Save

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16. (B) Attributes − Release Method = Release Using AutoCreate

17. (T) Source Documents − Type = Quotation − Number = Your quotation number

Note: If your quotation does not appear on the list of values check to ensure the status is active and the quote is approved! Recall that we selected the Quote Approval Required option on the RFQ that is associated with this quotation.

18. In the Line field enter the line number of your inventory item.

Item number will default from quotation.

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19. Save.

20. Close the Supplier-Item Attributes and Approved Supplier List forms to return to the Navigator.

Note: Blanket purchase orders and quotations are not required to create an Approved Supplier List. In addition, it is not even necessary to associate a blanket purchase agreement or quotation in the Source Details window if you set the PO: Automatic Document Sourcing profile option to “Yes”.

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Practice - Understand ASL Precedence

Overview

Commodity level ASLs exist primarily for the buyer to be able to exercise control over a supplier’s ability to source. In other words, the buyer can with very little effort block a supplier for an entire commodity. In this exercise, you will learn to understand ASL precedence.

Assumptions


• AND refers to Advanced Network Devices

Tasks

1. Consider the following scenarios:

Scenario 1

COMPUTER.SUPPLIES101Key Keyboard

17" Flat Panel Monitor36X CD-ROM

COMPUTER.SUPPLIES

Supplier DisabledStatus


17" Flat Panel Monitor

AND

IBMStargate

ApprovedApproved

Approved

Which suppliers can approve POs for the Monitor?

.

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Scenario 2



COMPUTER.SUPPLIES




AND

IBMStargate

DebarredDebarred

Approved


Scenario 3



COMPUTER.SUPPLIES




AND

IBMStargate

DebarredDebarred

Approved


YesYes

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Scenario 4



COMPUTER.SUPPLIES




AND

IBMAND

DebarredApproved

Debarred


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Practice - Understand ASL Precedence

Tasks

1. Consider the following scenarios:

Scenario 1



COMPUTER.SUPPLIES




AND

IBMStargate

ApprovedApproved

Approved


Note: In this scenario IBM and Stargate may supply 17" Flat Panel Monitors. AND can supply all supplies in the Computer.Supplies category. For approvals, as long as there are item level approved suppliers on the list, the category level suppliers are ignored.

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Scenario 2



COMPUTER.SUPPLIES




AND

IBMStargate

DebarredDebarred

Approved


Note: Assuming that the Debarred status is set up to prevent PO approval and sourcing, in this scenario only AND can approve POs for the monitor. IBM and Stargate are still on the ASL, they just can't approve POs or source.

Scenario 3



COMPUTER.SUPPLIES




AND

IBMStargate

DebarredDebarred

Approved


YesYes

Note: IBM and Stargate are no longer on the ASL since they are disabled. Status is irrelevant in this situation. AND can approve purchase orders.

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Scenario 4



COMPUTER.SUPPLIES




AND

IBMAND

DebarredApproved

Debarred


Note: In this scenario no one may approve purchase orders for the monitor. If a supplier is debarred for a category of items, AND is prevented from approving purchase orders or sourcing for the entire category of items.

Purchasing uses commodity this way to debar suppliers.

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Practice - Create a Sourcing Rule and a Sourcing Rule Assignment

Overview

In this practice you will create sourcing rules and sourcing rule assignments.

Assumptions




Tasks


Create a Sourcing Rule

You allocate all computer hardware purchases to a single supplier Advanced Network Devices. Create a global sourcing rule to accomplish that.

− Rule Name = XXComputer Hardware − All Orgs = Selected − Type = Buy From − Supplier = Advanced Network Devices − Site = SANTA CLARA

Verify the Default Assignment Set

Since purchasing only uses the default assignment set specified by the MRP: Default Sourcing Assignment Set profile option, you should verify the value prior to creating a sourcing rule assignment in Purchasing.

1. Navigate to the Personal Profile values window − Profile = MRP:Default Sourcing Assignment Set − Verify default value = Supplier Scheduling

Create a Sourcing Rule Assignment

Create a sourcing rule assignment for the Supplier Scheduling assignment set. The sourcing rule assignment should tie the supplier specified in your sourcing rule to your XXMonitor item.

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2. Navigate to the Sourcing Rule Assignments window − Assigned To = Item − Item/Category = XXMonitor − Sourcing Rule = XXComputer Hardware

Create a Requisition/View Sourcing Information

3. Navigate to the Requisitions window.

Create a requisition for your XXMonitor item. Verify that supplier information is supplied by your sourcing rule.

4. Verify the supplier information that appears to the right below the lines region.

5. Tab to the Quantity field and enter 50. Tab out of the field and verify that price breaks are defaulting in from your quote.

6. Verify source document information from the ASL defaults.

Create a Purchase Order/View Sourcing Information


8. Create a purchase order for your XXMonitor item.

9. Supplier = Advanced Network Devices − Site = SANTA CLARA − Item = XXMonitor

10. Verify price breaks are in effect

11. Verify quotation references have defaulted

Remove the Source Document from the ASL

12. Navigate to the Approved Supplier List window

13. Query the approved supplier list for your XXMonitor item and remove the source document.

Verify Source Document Information does not Default


15. Create a requisition for your XXMonitor item.


17. Verify there is no quotation information.

18. The reason supplier information still defaults is:___________________________________

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Solution - Create a Sourcing Rule and a Sourcing Rule Assignment



1. Navigate to the sourcing rules window.

• (N) Supply Base > Sourcing Rules (M1 – Seattle Manufacturing) − Rule Name = XXComputer Hardware − All Orgs = Selected − From Date = Today’s date − Type = Buy From − Supplier = Advanced Network Devices − Site = SANTA CLARA (Vision Operations) − Alloc % = 100 − Rank = 1

2. Save

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Verify the Default Assignment Set

3. Navigate to the Personal Profile values window

• (N) Personal Profiles

4. (M) View > Find − Profile = MRP:Default Sourcing Assignment Set − Verify default value = Supplier Scheduling

Note: Purchasing only uses sourcing rules assigned to the value in the MRP:Default Sourcing Assignment Set. It is essential this is clearly understood.


5. Navigate to the Sourcing Rule Assignments window

• (N) Supply Base > Assign Sourcing Rule

6. (M) View > Find

7. Choose Supplier Scheduling from the list of values

8. In the Assignments region, click in the customer field.

9. (M) File > New − Assigned To = Item − Item/Category = XXMonitor − Type = Sourcing Rule − Sourcing Rule = XXComputer Hardware

10. Save

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Create a Requisition/View Sourcing Information


• (N) Requisitions > Requisitions − Operating Unit = Vision Operations − Item = XXMonitor

12. Tab out of the Item field.


14. Tab to the Quantity field and enter 50. Tab out of the field and verify that price breaks are defaulting in from your quote.

15. (T) Source Details

16. Verify source document information from the ASL defaults.

17. Close window and return to Navigator without saving record.

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Create Purchase Order/View Sourcing Information


• (N) Purchase Orders > Purchase Orders − Operating Unit = Vision Operations − Supplier = Advanced Network Devices − Site = SANTA CLARA − (T) Lines − Item = XXMonitor − Quantity = 11

19. Verify price breaks are in effect

20. (T) Reference Documents

21. Verify quotation references have defaulted

22. Close window and return to Navigator without saving record.

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Remove the Source Document from the ASL

23. Navigate to the Approved Supplier List window

• (N) Supply Base > Approved Supplier List

24. (M) View > Find − Item = XXMonitor

25. (B) OK

26. (T) Key Attributes

27. Place cursor in the Supplier field

28. (B) Attributes

29. (I) Delete the quotation

30. Save

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Verify Source Document Information does not Default


• (N) Requisitions > Requisitions

• Operating Unit = Vision Operations

32. (T) Lines − Item = XXMonitor

33. Verify the supplier information that appears to the right below the lines region. − Quantity = 11

34. Tab out of the field and verify that price breaks are no longer defaulting in from your quote.


36. Verify there is no quotation information.

Note: If source document information still defaults, use the System Administrator responsibility to verify the PO: Automatic Document Sourcing profile option is set to No at the Site level.

37. The reason supplier information STILL defaults is:

__________________________________________________________________

38. Close the window without saving your work.

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Practice - Enable Automatic Document Sourcing

Overview

In this practice you will enable and use Automatic Document Sourcing.

Assumptions




• Note: Before you begin, the instructor must turn on Automatic Document Sourcing by setting the profile option to Yes.

Tasks

Verify Automatic Document Sourcing is Enabled

1. Navigate to the Personal Profiles window

2. Query “PO%Auto%” in the Personal Profiles window.

3. Verify that the profile PO: Automatic Document Sourcing is set to Yes. If it is not set to Yes, you will need to use the System Administrator responsibility to set it to Yes at the Site level.

Create a New Requisition Line/Verify Sourcing Information Defaults

4. Navigate to Requisitions window − Item = XXMonitor − Quantity = 11

5. Verify that quotation information has defaulted in.

6. Verify the agreement number in the note window and the supplier information that appears below the lines region.

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Solution - Enable Automatic Document Sourcing

Verify Automatic Document Sourcing is Enabled

1. Navigate to the System Profiles window

• (N) Personal Profiles

2. Query “PO%Auto%” in the Personal Profiles window.

3. Verify that the profile PO: Automatic Document Sourcing is set to Yes. If it is not set to Yes, you will need to use the System Administrator responsibility to set it to Yes at the Site level.

Create a New Requisition Line/Verify Sourcing Information Defaults




5. (T) Lines − Item = XXMonitor − Quantity = 11

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7. Verify that quotation information has defaulted in.

8. Verify the agreement number in the note window and the supplier information that appears below the lines region.

9. Close the window without saving your work.

Note: When using automatic document sourcing, documents are searched for and defaulted onto the requisition or purchase order based on the following rules:

Blanket purchase agreements are always defaulted before quotations, even if the quotation is more recent.

If only blanket purchase agreements and quotations exist, the most recent one (create dates are compared) is used.

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Practice - Create a Purchase Requisition

Overview

In this practice you will create a purchase requisition.

Assumptions




• Note: Before you begin this practice, the instructor must turn off Automatic Document Sourcing by setting the profile option to No.

Tasks


Create a Purchase Requisition for your item.

1. Open the Requisition window

2. Add your XXMonitor item

3. Enter quantity of 10

4. Need by tomorrow

5. Destination Type of Inventory

6. Use the Organization of Seattle Manufacturing

7. Use the Location of M1 Seattle

8. Enter a note to the receiver to inspect the item

9. Submit your requisition for approval.

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Solution - Create a Purchase Requisition


Create a Purchase Requisition for your Item

1. Open the Requisitions window: − (N) Requisitions>Requisitions − Operating Unit = Visions Operations

2. Click on the Lines tab. − Item = XXMonitor − Quanitiy = 10 − Need-by = Tomorrow’s Date − Destination Type = Inventory − Organization = Seattle Manufacturing − Location = M1-Seattle

Note: After you enter the Need-by date, the Source Details tab is displayed automatically.

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3. Click on the Details tab − Note to Receiver = Be sure to inspect this item

4. Save

5. Make a note of your requisition number

6. Click the Approve button to approve the requisition

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7. Select the Submit for Approval option button

8. OK


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Practice - Create a Requisition Template

Overview

In this practice you will create a purchase requisition template.

Assumptions




Tasks


Create a requisition template

Create a requisition template using your earlier requisition as well as three system items.

1. Open the Requisition template window − Operating Unit = Vision Operations − Template = XX ReqTemplate − Description = XX ReqTemplate Items − Inactive Date = One month from today − Type Field = Purchase Requisition

2. Copy from Base Document − Type = Requisition − Number = your earlier requisition

3. Manually add lines 2-4 according to the table: Num Item Category Description Source

1 XXMonitor MISC.MISC Inventory Item Supplier

2 CM13139 PRODUCTN.DRIVE 8GB Hard Drive Supplier

3 CM15138 PRODUCTN.DRIVE Monitor - 17"(16" Viewable) Short Depth

Supplier

4 CM18759 PRODUCTN.DRIVE Keyboard - 101 Key Supplier

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Solution - Create a Requisition Template


Create a Requisition Template

1. Open the Requisition Template window:

• (N) Setup>Purchasing>Requisition Templates − Operating Unit = Vision Operations − Template = XX ReqTemplate − Description = XX ReqTemplate Items − Inactive Date = One month from today − Type field = Purchase Requisition

2. Save

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Copy From Base Document

3. Click the Copy button to open the Base Documents window − Type = Requisition − Number field = your purchase requisition from the earlier lab

4. Click OK to copy all lines of the base document onto the template.

5. Save

6. Manually and lines 2-4 according to the table: Num Item Category Description Source 1 XXMonitor MISC.MISC Inventory Item Supplier 2 CM13139 PRODUCTN.MECHANICAL 8GB Hard Drive Supplier 3 CM15138 PRODUCTN.DRIVE Monitor - 17"(16"

Viewable) Short Depth

Supplier

4 CM18759 PRODUCTN.DRIVE Keyboard - 101 Key Supplier

Note: For supplier-sourced lines, you can enter the unit price, and this price is used in the Requisitions window. For inventory source lines, the cursor does not enter this field, and the price in the Requisitions window is the actual cost from inventory. You can enter sourcing information for the current line in the lower part of the screen.

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7. Save and close window back to Navigator.

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Practice - Use the Supplier Item Catalog to Create a Requisition

Overview

In this practice you will create a purchase requisition using your requisition template.

Assumptions




Tasks


Create a purchase requisition using your template

1. Create a purchase requisition using your purchase requisition template.

2. Open the Requisition window

3. Open the Supplier Item Catalog window

4. Search for your Requisition Template

5. Select your XXMonitor and add it to the Order Pad

6. Change the Quantity to 2

7. Enter a need by date of one week from today

8. Deliver to Org is M1

9. Deliver to Location is Seattle Manufacturing

10. Add this line to the requisition

11. Submit the requisition for approval

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Solution - Use the Supplier Item Catalog to Create a Requisition


Create a Purchase Requisition using your Requisition Template

1. Open the Requisitions window:

• (N) Requisitions>Requisitions


3. Click on the Catalog button.

4. Click the Clear button − Requisition Template = your template from earlier.

5. Click the Find button

6. Click the Requisition Templates tab

7. Place your curser on the line containing your XXMonitor

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8. Click the Add button

Note: The item you select will be copied down to the Order Pad with a default Quantity of 1.

− Quantity = 2 − Need by Date = One week from today − Deliver to Org = M1 − Deliver to Location = M1-Seattle

9. Click the Select button

Note: Your lines on the order pad will now be moved to your requisition.

10. Save

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11. Make a note of your requisition number.

12. Click the Approve button to approve your requisition.

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13. OK


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Practice - Create Internal Requisitions

Overview

In order to use internal requisitions, you must have Oracle Inventory, Oracle Order Management, and Oracle Purchasing installed. Order Management is used to track internal sales orders. To enter an internal sales order, you must start with a requisition in Purchasing. Steps for this practice:

• Create an internal requisition in Oracle Purchasing

• Instructor will run processes in Oracle Order Management

• Verify the shipment of your internal order in Oracle Purchasing

Assumptions

• Oracle Inventory is installed and configured for internal requisitions.

• Oracle Order Management is installed and configured for internal requisitions.


Tasks


Create an Internal Requisition

1. Create an internal requisition for 2 of item CM08830. Use the following values:

Field Value Field Value

Destination Type Inventory Source Inventory

Requestor Stock, Ms. Pat

Organization Seattle Manufacturing Organization Boston Manu.

Location M1 - Seattle

Sub-Inventory Stores Sub-Inventory Stores

Wait for instructor to run the internal order processes

Verify the shipment of your Internal Requisition

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Solution – Create Internal Requisitions

Create an Internal Requisition

Instructor Note – Verify CM08830 in Boston Manufacturing, Store Subinventory for quantity on hand. Add additional quantities if needed


1. Open the Requisitions window: (N) Requisitions > Requisitions


3. Type = Internal Requisition

4. Description = XXInternal

5. (T) Lines

6. Item = CM08830

7. Quantity = 2

8. Need-by = Tomorrow’s date

9. Complete the rest of the requisition according to the following table:

Field Value Field Value

Destination Type Inventory Source Inventory

Requestor Your name

Organization Seattle Manufacturing Organization Boston Manufacturing

Location M1 - Seattle

Sub-Inventory Stores Sub-Inventory RIP

Note: The price of the item will default. This is the cost of the item in inventory.

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10. Save

11. Record your requisition number. _____________________

12. Click the Approve button.

13. Select the Submit for Approval option.

14. Click OK.

STOP HERE! Your instructor must complete the following steps.

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Instructor Steps Pass Information to Order Management

• Order Management Super User, Vision Operations responsibility

• Open the Submit Requests window: − (N) Purchasing Reports Run

• Select Single Request

• Request Name = Create Internal Orders

• Click the Submit Request button.

Note: You have completed the necessary steps to initiate the change from requisition to sales order, and populated the order entry tables. You now need to import the sales order into Order Management.

Import Sales Order into Order Management

• (N) Orders, Returns Import Orders Order Import Request


• Order Source = Internal

• (B) Ok

• (B): Submit Request

• (N): Orders, Returns Order Organizer

• Enter your Requisition Number and Click on (B) Find

• Find the Sales Order

• Note the Sales Order Number here: ______________

• (Tab) Lines (bottom of the page next to Summary)

The Status of the Line should be Awaiting Shipping

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• (N): Shipping Setup Grants and Role Definition Grants

• Enter the Oracle Applications User Name (XXUSER) that you are using in this class.

Role: Select Upgrade Role from the LOV

• Save and Close the form.

• (N) Shipping Release Sales Orders Release Sales Orders

• Set Orders to All

• Enter your Order Number (may need to repeat for all students)

• (T) Inventory: Set Auto Allocate and (T) Shipping: Auto Pick Confirm to Yes

• (B) Submit Concurrent Request – View Output for Pick Slip Report

• (N): Shipping Transactions

• Blank out Line Status field

• Enter the Order Number in From Order field and click (B) Find

• (B) Delivery (at bottom of the screen)

• In Actions, select Ship Confirm

• (B) Go

Note: Delivery was successfully confirmed.

• (B) OK Continue now and verify the shipment your Internal Requisition.

Student Steps

Verify the Shipment Of Your Internal Requisition in Oracle Purchasing

15. Open the Find Expected Receipts window in Purchasing, Vision Operations

• (N) Receiving Receipts (when prompted, select M1, since that was the Organization to which you shipped your Internal Requisition.)

• Choose Vision Operations as the Operating Unit.

• In the Find window, enter your Requisition Number

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• Receive your shipment to Inventory in Subinventory of your choice.

16. (B) Find

17. Verify the quantity that you shipped.

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Practice - Create a Standard Purchase Order

Overview

In this practice, you will do the following:

• Create a standard purchase order for two defined items – one expense item and one inventory item.

• Create multiple shipment lines and multiple distribution lines for one or both of the items.

• Run select reports relevant to standard purchase orders.

Assumptions


• Responsibility selected to complete this practice is Purchasing, Vision Operations (USA).



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Tasks


Create Standard Purchase Order header

Set Purchase Order preferences

Enter an expense item that you need to order

Enter shipments

Enter distributions for the first shipment

Enter distributions for the second shipment

Enter an inventory item that you need to order

Enter shipments



Submit your purchase order for approval

Run the Printed Purchase Orders Report (Landscape)

Run the Purchasing Activity Register

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Solution - Create a Standard Purchase Order

Tasks


Create Standard Purchase Order header


• (N) Purchase Orders > Purchase Orders − Operating Unit = Vision Operations − Type = Standard Purchase Order − Supplier = Advanced Network Devices − Site = Santa Clara-ERS − Ship-to = M1-Seattle − Bill-to = V1-New York City

2. Navigate to the Terms and Conditions window

• (B) Terms − Payment = 45 Net (terms date + 45) − Confirming Order = Check box − Acceptance Required By = Document − By = One week from today − Supplier Note = Please call if there are any problems

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3. Close Terms and Conditions window

4. Save

Set Purchase Order preferences

5. Navigate to the Purchase Order Preferences window

• (M) Tools > Preferences − Requestor = Adams, Mr. Brian

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6. Apply

7. Close the Purchase Order Preferences window


8. (T) Lines − Num = 1 − Item = f30000

9. (B) OK to Blanket purchase order warning message − Quantity = 10

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Enter shipments

10. Navigate to the Shipments window

• (B) Shipments

• (B) OK to Blanket purchase order warning message

11. Enter the following shipments for this item:

Num Org Ship-to UOM Quantity Need-By

1 M1 M1-Seattle Each 4 In 1 week

2 M1 M1-Seattle Each 6 In 2 weeks

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12. Save


13. Place cursor on the first shipment line

14. Navigate to the Distributions window

• (B) Distributions − Num = 1 − Quantity = 2 − Charge Account = Allow to default

15. Add another distribution − Num = 2 − Quantity = 2 (should have defaulted) − Charge Account = Allow to default, then override the department value to 730

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16. Save


17. Place cursor on the second shipment line


• (B) Distributions − Num = 1 − Quantity = 6 − Charge Account = Allow to default

19. Save

Enter an inventory item that you need to order

20. Close the Distributions window and then the Shipments window (returning to the Purchase Orders window

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21. (T) Lines − Num = 2 − Item = AS72111 − Quantity = 10 − Price = $1,400

Enter shipments

22. Navigate to the Shipments window

• (B) Shipments

Enter the following shipments for this item:

Num Org Ship-to UOM Quantity Need-By

1 M1 M1-Seattle Each 4 In 1 week

2 M1 M1-Seattle Each 6 In 2 weeks

23. Save


24. Place cursor on the first shipment line


• (B) Distributions − Num = 1 − Subinventory = Stores − Quantity = 4 − Charge Account = Allow to default and try to override. Why can’t you override?

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26. Save


27. Place cursor on the second shipment line


• (B) Distributions − Num = 1 − Subinventory = Stores − Quantity = 6

29. Save

Submit your purchase order for approval

30. Close the Distributions window, then the Shipments window (returning to the Purchase Orders window)

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31. Navigate to the Submit for Approval window

• (B) Approve − Submit for Approval = Check box − Uncheck all other options

32. (B) OK

33. Ensure that the status on the purchase order header is Approved

34. Close window back to Navigator.

Run the Printed Purchase Orders Report (Landscape)

35. Navigate to the Submit Request window

• (N) Reports > Run − Choose Single Request − Name = Printed Purchase Order Report(Landscape) − Operating Unit = Vision Operations − Print Selection = All

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− Purchase Order Numbers From = Your standard purchase order number − Purchase Order Numbers To = Your standard purchase order number

36. (B) OK

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37. (B) Submit

38. (B) No

39. Monitor progress and view output when complete

• (M) View > Requests

40. (B) Find

41. Once the request completes, (B) View Output

Run the Purchasing Activity Register


• (N) Reports > Run − Choose Single Request − Name = Purchasing Activity Register − (B) Submit − Operating Unit = Vision Operations − Creation Dates From and To = Today’s date − Supplier = Advanced Network Devices

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43. (B) OK

44. (B) Submit

45. (B) No

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47. (B) Find


49. Close window back to Navigator.

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Practice - Create a Blanket Purchase Agreement and Blanket Release

Overview


• Create a blanket purchase agreement for two items, which will establish pricing for the items, although the quantity and delivery dates/locations are not known.

• Create a blanket release against the agreement for your first order of these items.

Assumptions





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Tasks


Create a blanket purchase agreement

Enter your first item - Paper

Enter price breaks for volume purchases

Enter your second item - Desk


Enter notification controls so that you’ll be warned by the system of certain situations that are either expected or might occur with this blanket purchase agreement.

Submit your purchase agreement for approval

Issue a blanket release to place your first order against the agreement

Submit your blanket release for approval

Increase your quantity ordered to 3 so that the release will be above the minimum release amount


Return to the Blanket Purchase Agreement to view how it was updated as a result of the release

Run the Purchase Order and Releases Detail Report

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Solution - Create a Blanket Purchase Agreement and Blanket Release


Create a blanket purchase agreement


• (N) Purchase Orders > Purchase Orders − Operating Unit = Vision Operations − Type = Blanket Purchase Agreement − Supplier = Southern Office Supplies − Site = SOS MAIN − Ship-to = M1- Seattle Mfg − Bill-to = V1-New York City − Amt Agreed = $20,000


• (B) Terms − Payment = 45 Net (terms date + 45) − Pay On = Blank − Agreement Controls/Effective Dates = Enter dates starting Today and extending for

one year − Amount Limit = $21,000 − Minimum Release = $50

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4. Save

Enter your first item - Paper

5. (T) Lines − Num = 1 − Item = f20000 − Price = 20

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6. Navigate to the Price Breaks window

• (B) Price Breaks

• Enter the following price breaks for this item:

Num Org Ship-to Quantity Break Price

1 M1 M1-Seattle 10 $19.00

2 M1 M1-Seattle 20 $18.00

3 M1 M1-Seattle 30 $17.00

7. Save

Enter your second item - Desk

8. (T) Lines − Num = 2 − Item = f11000 − Price = $1,000.00

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9. Navigate to the Price Breaks window

• (B) Price Breaks

10. Enter the following price breaks for this item

Num Org Ship-to Quantity Break Price

1 M1 M1-Seattle 5 $950.00

2 M1 M1-Seattle 10 $900.00

3 M1 M1-Seattle 15 $850.00

11. Save

Enter notification controls so that you’ll be warned by the system of certain situations that are either expected or might occur with this blanket purchase agreement.

12. Close the Price Breaks window

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13. Navigate to the Notification Controls window

• (M) Tools > Notification Control

14. Enter controls to warn you of upcoming expiration of the agreement 120 days prior and 60 days prior to the effective end date.

Condition Warning Delay From To % Amount

Expiration 120 Defaults Defaults N/A N/A

Expiration 60 Defaults Defaults N/A N/A

15. Enter controls to warn you if by 6 months into the agreement, you haven’t released at least 50% of the amount agreed.

Condition Warning Delay From To % Amount

Amount Not Released N/A Today Six Months from Today

50 Default

16. (B) Done

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17. (B) OK

Submit your purchase agreement for approval



19. (B) OK

20. Ensure that the status on the purchase order header is Approved and record your blanket number __________

Issue a blanket release to place your first order against the agreement

21. Navigate to the Releases window

• (N) Purchase Orders > Releases − Operating Unit = Vision Operations − PO, Rev = Your PO number from the blanket agreement

22. (T) Shipments − Line = open the list of values and select the f20000-Paper item − Quantity = 2 − Need-By = One week from today

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23. (B) Save



• (B) Approve

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25. Why can’t it be approved?

26. (B) OK

Increase your quantity ordered to 3 so that the release will be above the minimum release amount

27. Place your cursor in Quantity field and increase to 3

28. Save




30. (B) OK

Return to the Blanket Purchase Agreement to view how it was updated as a result of the release


• (N) Purchase Orders > Purchase Orders

32. Using either find or query functionality, locate your blanket purchase agreement

33. Notice the value in the Released field is $60 – the amount of your first release.

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34. What would happen to this value if you issue another release with a value of $1,800?

Run the Purchase Order and Releases Detail Report


• (N) Reports > Run − Choose Single Request − Name = Purchase Order and Releases Detail Report − Operating Unit = Vision Operations − Purchase Order Numbers From = Your blanket purchase agreement number − Purchase Order Numbers To = Your blanket purchase agreement number

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36. (B) OK

37. (B) Submit

38. (B) No

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40. (B) Find



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Practice - Create a Contract Purchase Agreement

Overview


• Create a contract purchase agreement to establish general terms and conditions with this supplier. Items, quantities and delivery dates/locations are not known.

• Create a standard purchase order referencing the contract.

Assumptions





Tasks


Create a contract purchase agreement

Submit your contract agreement for approval

Issue a standard purchase order referencing the contract


Submit your standard purchase order for approval

Return to the Contract Purchase Agreement to view how it was updated as a result of the release

Run the Contract Status Report

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Solution - Create a Contract Purchase Agreement


Create a contract purchase agreement


• (N) Purchase Orders > Purchase Orders − Operating Unit = Vision Operations − Type = Contract Purchase Agreement − Supplier = Consolidated Supplies − Site = DALLAS-ERS − Ship-to = M1-Seattle Mfg − Bill-to = V1-New York City − Amt Agreed = $10,000


• (B) Terms − Payment Terms = Immediate

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− Agreement Controls/Effective Dates = Enter dates starting Today and extending for six months

− Amount Limit = $10,000


4. Save

Submit your contract agreement for approval



6. (B) OK

7. Ensure that the status on the purchase order header is Approved and record your contract number __________

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Issue a standard purchase order referencing the contract


• (N) Purchase Orders > Purchase Orders − Operating Unit = Vision Operations − Type = Standard Purchase Order − Supplier = Consolidated Supplies − Site = DALLAS-ERS − Ship-to = M1- Seattle Mfg − Bill-to = V1-New York City


9. (T) Lines − Num = 1 − Item = AS80001 − Quantity = 10 − Price = $50.00 − Need-By = Two weeks from today

10. (T) Reference Documents − Contract = Your PO number that was assigned to the contract.

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11. Enter shipments for this item

• (B) Shipments − Org = M1 − Ship-To = M1-Seattle Mfg

12. Enter distributions for this shipment

• (B) Distributions − Subinventory = Stores

13. Save

Submit your standard purchase order for approval



15. (B) OK

16. Ensure that the status on the purchase order header is Approved and record your contract number __________

Return to the Contract Purchase Agreement to view how it was updated as a result of the release


• (N) Purchase Orders > Purchase Orders

18. Using either find or query functionality, locate your contract purchase agreement

19. Notice the value in the Released field is $500 – the amount of your first release.

20. What would happen to this value if you issue another release with a value of $2,000?

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Run the Contract Status Report


• (N) Reports > Run − Single Request − Name = Contract Status Report − Operating Unit = Vision Operations − PO Numbers From and To = Your contract purchase agreement number

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22. (B) OK

23. (B) Submit

24. (B) No



26. (B) Find



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Practice - Return a Requisition

Overview

In this practice, you will use the AutoCreate form to return a requisition.

Assumptions


• You created your own items in a previous practice.



Tasks


Requisition your Expensed Item

1. Add your expensed item to a requisition.

2. Navigate to the Requisitions window − Description = XXPurchases − Item = XXSoftware − Quantity = 10 − Need-by = Today’s Date + 1 week − Destination Type = Expense − Organization = Seattle Manufacturing − Location = M1- Seattle − Supplier = Blank − Site = Blank

Requisition your Inventory Item

3. Add your inventory item to a requisition − Item field on line 2 = XXMonitor − Quantity = 5 − Need-by = Today’s Date + 1 week − Destination Type = Inventory − Organization = Seattle Manufacturing − Location = M1 – Seattle

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− Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS

Approve the Requisition

4. Submit your requisition for approval

Return your Requisition

5. Use the AutoCreate form to query your requisition and return it. Supply a return reason.

ReApprove your Requisition

6. Find your requisition using the Requisition Summary window

7. View the Return Reason in the Action History window

8. Resubmit your requisition for approval.

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Solution - Return a Requisition


Requisition your Expensed Item

1. Open the Requisitions window:

• (N) Requisitions > Requisitions − Operating Unit = Vision Operations − Description = XXPurchases

2. (T) Lines − Item = XXSoftware − Quantity = 10 − Need-by = Today’s Date + 1 week

3. (T) Source − Destination Type = Expense − Organization = Seattle Manufacturing − Location = M1- Seattle Mfg − Supplier = Blank − Site = Blank

4. Save

Requisition your Inventory Item

5. (T) Lines

6. (M) File > New − Item field on line 2 = XXMonitor − Quantity = 5 − Need-by = Today’s Date + 1 week − Destination Type = Inventory − Organization = Seattle Manufacturing − Location = M1 – Seattle − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS

7. Save

8. Record your requisition number

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Approve the Requisition

9. Submit for Approval = Checked

10. OK

11. Close the Requisitions window.

Return your Requisition

12. Open the Find Requisition Lines window:

• (N) AutoCreate

• (B) Clear to clear existing query criteria.


• Requisition = Your purchase requisition

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• (B) Find to open the AutoCreate Documents window.

13. Open the Return Requisitions window

• (M) Tools > Return Requisition.

• In the Reason field, enter a reason for returning the requisition.

Note: The return reason can be viewed in the Action History window.

14. (B) OK

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Note: This action returns ALL requisition lines associated with this requisition unless they have been placed on a purchase document.

ReApprove your Requisition

15. Open the requisitions window

• (N) Requisitions > Requisition Summary


16. Enter your requisition number in the Requisition Number field

17. (B) Find

18. Note the approval status.

19. (M) Tools > View Action History

20. Close the Action History window

21. (B) Open

22. (B) Approve − Submit for Approval = Checked − Uncheck all other options

23. (B) OK

24. (B) OK to close the note window, close window back to Navigator.

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Practice - AutoCreate a Purchase Order

Overview

In this practice, you will use the AutoCreate form to return a requisition.

Assumptions




Tasks


Autocreate a Standard Purchase Order

1. Use the AutoCreate window to find the requisition you returned in the last practice. Use automatic creation mode to create a standard purchase order.


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Solution - AutoCreate a Purchase Order


Autocreate a Standard Purchase Order

1. Open the AutoCreate Documents window:

• (N) AutoCreate

2. (B) Clear

3. Enter the number of your purchase requisition in the Requisition field.

4. (B) Find to open the AutoCreate Documents window.

− Action = Create − Document Type = Standard PO − Grouping = Default

5. (M) Edit > Select All to select all lines

6. (B) Automatic to create a standard purchase order.

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7. (B) Create

8. Record the purchase order number.

9. Save

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10. (B) Approve

11. (B) Submit


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Practice - Create Releases using the Create Releases Program

Overview

In this practice, you will create a release using the Create Releases Program.

Assumptions




Tasks


Create a Blanket Purchase Agreement

1. Create a blanket purchase agreement for your XXSoftware item.

2. Navigate to the Purchase Orders window − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Amount Agreed = 10000 − Description = XXSupplies

• Select items according to the following table:


1 XXSoftware MISC.MISC Expensed Item Each

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Specify Price Breaks

Specify price breaks according to the table and then submit your blanket purchase agreement for approval.

Num UOM Quantity Price Org Ship-To Discount%

1 Each 10 Defaults M1 M1 - Seattle 10




3. Create a global sourcing rule.

4. Navigate to the Sourcing Rules window − Name = XXComputer Purchases − All Orgs = Selected − Effective Date = From today − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS


5. Link your XXSoftware item to a sourcing rule by creating an Item assignment.


7. Choose Supplier Scheduling from the list of values − Assigned To = Item − Item/Category = XXSoftware − Sourcing Rule = XXComputer Purchases

Create an ASL Entry/Specify your Blanket as the Source Document

8. Create a global approved supplier list entry owned by M1 – Seattle Manufacturing for your XXSoftware item.

− Item = XXSoftware − Business = Direct − Name = Advanced Network Devices − Site = SANTA CLARA-ERS − Status = Approved − Supplier Item = XXOAPR11i

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9. Set the Global attribute to Yes to ensure this is a global approved supplier list entry. − Global = Yes


10. Set attributes for the approved supplier list entry. You want to be able to create blanket purchase agreement releases that are automatically approved.

11. Set the Release Method − Release Method = Automatic Release − Type = Blanket Purchase Agreement − Number = Your blanket purchase agreement number

Submit a Requisition

12. Create a requisition for your XXSoftware item. − Item = XXSoftware − Quantity = 10

13. Note that source document information has defaulted

14. Approve the requisition

Run the Create Releases Program

15. Navigate to the Standard Request Submission window

16. Submit the Create Releases Program

View the Release

17. Navigate to the Purchase Order Summary window

18. Find your blanket purchase agreement release. You can use the Related Documents tab and specify your requisition number to find the release.

− View Releases = Checked

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Solution - Create Releases using the Create Releases Program


Create a Blanket Purchase Agreement

1. Open the Purchase Orders window:

• (N) Purchase Orders > Purchase Orders − Operating Unit = Vision Operations − Type = Blanket Purchase Agreement − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Amount Agreed = 10000 − Description = XXSupplies

2. (T) Lines

Select items according to the following table:


1 XXSoftware MISC.MISC Expensed Item Each

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3. (B) Price Breaks

Num UOM Quantity Price Org Ship-To Discount%




4. Save

5. Close the Price Breaks window.

6. Record your Blanket Purchase Agreement number.

7. (B) Approve − Submit for Approval = Checked − Uncheck all other options

8. (B) OK

9. (B) OK in the Note window


10. Navigate to the Sourcing Rule window

• (N) Supply Base > Sourcing Rules − Name = XXComputer Purchases − All Orgs = Selected − Effective Date = From today − Type = Buy From − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Allocation = 100% − Rank = 1

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11. Save.



• (N) Supply Base > Assign Sourcing Rules

13. (M) View > Find

14. Choose “Supplier Scheduling” from the list of values

15. In the Assignments region click in the customer field.

16. (M) File > New − Assigned To = Item − Item/Category = XXSoftware − Type = Sourcing Rule − Sourcing Rule = XXComputer Purchases

17. Save

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Create an ASL Entry/Specify your Blanket as the Source Document

18. Open the Approved Supplier List window:

• (N) Supply Base > Approved Supplier List − Type = Item − Item = XXSoftware

19. (T) Key Attributes − Business = Direct − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Status = Approved − Supplier Item = XXOAPR11i

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20. (T) Record Details − Global = Yes

21. Save


22. (B) Attributes − Release Method = Automatic Release

23. (T) Source Documents − Type = Blanket Purchase Agreement − Number = Your blanket purchase agreement number − Line = 1

24. Save

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25. Close the Supplier-Item Attributes and Approved Supplier List forms to return to the Navigator.


26. Navigate to the Requisitions form



27. (T) Lines − Item = XXSoftware − Quantity = 10


29. Note that source document information has defaulted

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30. Save

31. Approve the requisition

Run the Create Releases Program

32. Navigate to the Standard Request Submission form

• (N) Reports > Run − Choose Single Request − Name = Create Release − Operation Unit = Vision Operations defaults

33. (B) Submit

34. (B) No


36. (B) Find

37. (B) Refresh Data until the request completes

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View the Release

38. Navigate to the Purchase Order Summary form

• (N) Purchase Orders > Purchase Order Summary

39. (T) Related Documents − Requisition = Your requisition number − View Releases = Checked

40. (B) Find

41. (B) Open.


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Practice - Automatically Create a Standard Purchase Order based on your Quotation

Overview

In this practice, you will create a standard purchase order based on your quotation.

Assumptions




Tasks

Log on to the system − Responsibility = Purchasing, Vision Operations


1. Navigate to the Quotations window − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Status = Active − Effectivity = Today to a year from today

Enter item information according to the following table:




2. Specify price breaks according to the following table:





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3. Submit a requisition for your XXMonitor item.

4. Navigate to the Requisitions window − Item = XXMonitor − Quantity = 10 − Supplier Item = XXSVGA17 − Type = Quotation − Document = Your quotation number − Line = 1 Supplier = Advanced Network Devices (Use the list of values!) − Site = SANTA CLARA-ERS (Use the list of values!)

Note: Sourcing rules would automate the defaulting of a supplier and site!

Verify a Standard Purchase Order Was Created

5. Navigate to the Purchase Order Summary form and verify a standard purchase order was created.

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Solution - Automatically Create a Standard Purchase Order based on your Quotation



1. Open the Quotations window:

• (N) RFQs and Quotations > Quotations − Operating Unit = Vision Operations − Type = Catalog Quotation − Supplier = Advanced Network Devices − Site = SANTA CLARA-ERS − Status = Active − Effectivity = Today to a year from today

2. (T) Lines

Enter item information according to the following table:



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3. Specify price breaks according to the following table:





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5. (I) Save and Approve your quotation.

6. Record the number of your quotation


7. Navigate to the Requisitions form



8. (T) Lines − Item = XXMonitor − Quantity = 10 − Supplier = Advanced Network Devices (Use the list of values!) − Site = SANTA CLARA (Use the list of values!)

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9. (T) Source Details − Supplier Item = XXSVGA17 − Type = Quotation − Document = Your quotation number − Line = 1

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10. Save

11. (B) Approve

Note: Sourcing rules automate the defaulting of a supplier and site.

Verify a Standard Purchase Order Was Created

12. Navigate to the Purchase Order Summary form

• (N) Purchase Orders > Purchase Order Summary

13. (T) Related Documents − Requisition = Your requisition

14. (B) Find

15. (B) Open


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Guided Demonstration - Introduce the Buyer’s Work Center

Buyer’s Work Center introduction

Responsibility: Purchasing, Vision Operations

1. (N) Buyer’s Work Center > Requisitions > (T) Requisitions. Important features on this page:

• The different views available and the Personalize button to create customized views.

• The Operating Unit field in Document Builder. This shows up because MOAC is enabled.

• Actions icons:

• Paper icon – replace with items from the unified catalog

• Paper icon with star – replace with items from your Favorites list

• Split icon – split requisition line

2. (T) Orders. While on this page review the following:

• Operating Unit column. With MOAC, the same buyer could see orders from multiple operating units.

• (H) Order number. Drill down to show details of an order. Note that once on an order, the Lines, Schedules, and Distribution tabs display additional information about that order. In addition, note the Actions LOV values.

• (H) Status for an order. Drill down to show the action history of this order.

• Create a personalized view for a particular supplier (Corporate Express Office Supply is a good candidate).

• Note that the Pay Items tab is used for Oracle Services Procurement complex services.

3. (T) Agreements. While on this page point out the following:

• OU column

• Drill down on an agreement number to display details. Display the Actions LOV values for the agreement.

4. (T) Deliverables. Note that this page is used to manage deliverables for Oracle Procurement Contracts.

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5. (T) Negotiations. Note that clicking the Negotiations tab takes you to the Oracle Sourcing home page from which you can create and manage Sourcing events.

6. (T) Suppliers. Note that clicking the Suppliers tab allows you to maintain the supplier base.

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Practice - Create a Personalized Requisition View

Overview

In this practice you will use the Personalize feature of the Buyer’s Work Center to create a view of just your requisitions and make that view the default.

Assumptions




Tasks

Create a Personalized View

Create a view for your XXUSER that returns all the requisitions where you are the buyer.

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Solution - Create a Personalized Requisition View

Create a Personalized View

1. Navigate to the Personalize Views window.

• (N) Buyer Work Center > (T) Requisitions > Personalize

See a table of existing views. The views that come seeded with the product are NOT updatable as noted by the grayed out pencil icon.

2. Navigate to the Create View window.

• (B) Create View

3. Enter the following information: − View Name = XXUSER Requisitions − Number of Rows Displayed = 15 Rows − Check Set as Default (This sets this view as the default for your user.)

Note: There can be an "Oracle-seeded" end user view and an "Admin-seeded" end user view of the same region. However, if an end user also has a personalized view of the same region that he or she marks as the default, then the end user's personalized view takes precedence over any seeded views and is the default for that end user.

− Description = Requisitions for XXUSER − Columns Displayed = Leave as is for this practice. − Select Requisition as First Sort Column Name and ascending for Sort Order − Select Show table data when any conditions are met − (B) Add Preparer − Buyer (is) = Your last name, first − Preparer (is) = Your last name, first

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4. (B) Apply

You are returned to the Personalize Views window. Notice your new view and that it is set as default.

5. (B) Apply

(Your new view will be the default view the next time that you log in.)

6. (H) Close window.

Note: These same basic steps apply to creating personalized views for orders and agreements in the Buyer’s Work Center. An optional practice would be to create personalized views for your user as well.

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Guided Demonstration - Creating and Using Document Styles


Create Document Style

1. (N) Setup: Purchasing > Document Styles

2. (B) Create

3. Enter a style name and description for standard purchase orders.

4. In the Document Type field, enter a Display Name.

5. In the Commodities field, deselect Goods and select Services. This will create a document style that only allows services lines.

6. (B) Apply

Create a Purchase Order Using the Document Style

7. (N) Buyers Work Center > (T) Orders

8. From the Create menu, select your document style, and click Go.

9. Note that the document style is used in the page title (Create document style name).

10. Choose Vision Operations as the Operating Unit.

11. (T) Lines

12. Click Go to add lines from the default option, the Catalog.

13. Save your work if prompted.

14. Search for “blue pen” from the Main Store.

15. (B) Go

16. Add 100 blue pens to the purchase order.

17. (B) Add to Document.

18. (B) Complete

19. You should receive an error that you’re trying to add a line that isn’t supported by the document style you are using.

Note that the document style has enforced the business rule built into the style. If you need to order the blue pens, you would have to start over and select the Standard PO document style.

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Practice - Create a Purchase Order in the Buyer’s Work Center

Overview

You will now create a purchase order using the Buyer’s Work Center from a requisition created in Oracle iProcurement and by adding a line from the Procurement catalog.

Assumptions




Tasks

Create a requisition in iProcurement

Create a purchase order from a requisition

.

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Solution - Create a Purchase Order in the Buyer’s Work Center

Create A Requisition In iProcurement

IProcurement Responsibility

1. Log into iProcurement

• (N) iProcurement Home Page

2. Next to Search field, verify you are shopping in the Main Store.

3. Search for DVD-B100.

• Enter DVD-B100 in the search box following Main Store in the Search list

• Click Go

4. (B) Add to Cart

5. (B) View Cart and Checkout (in the Shopping Cart box)

Review the Shopping Cart.

6. (B) Checkout

7. (B) Submit

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Get confirmation that your requisition has been submitted. Record the number here. _________________

8. (B) Continue Shopping

At this point the requisition has been created and sent to the Buyer Work Center Requisition Demand Workbench.

9. (H) Home to return to main portal page.

Create A Purchase Order From A Requisition

Purchasing, Vision Operations (USA)

10. Navigate to the Demand Workbench.

• (N) Buyer Work Center > Requisitions

11. In the Document Builder: − Type = New Order − OU = Vision Operations

12. Select the requisition you just created above.

13. (B) Add. The requisition is added into Document Builder.

14. (I) Supplier Magnifying Glass. Search and select Corporate Express Office Supply.

15. (B) Create (in the Document Builder).

16. (T) Lines

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17. Ensure Add Lines: LOV says From Catalog.

18. (B) Go

(B) Yes, when you receive message that order must be saved.

19. In Main Store, search for DVD-CR.

Note that you are back in the Procurement catalog. It is shared by all Procurement products. The stores and other shopping structures are created using tools in Oracle iProcurement.

20. Change the quantity to 10.

21. (B) Add to Document

22. (B) Complete

23. Pick the end of the month for the Need-By date.

24. (B) Save.

25. (B) Submit.

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Practice - Create a Purchase Agreement in the Buyer’s Work Center

Overview

This practice provides an opportunity for you to create a purchase agreement in Oracle Purchasing’s Professional Buyer’s Work Center. Procurement professionals face a fast paced world of ever increasing technology changes for communicating and collaborating with suppliers. In this practice you will create a purchase agreement with lines created from the Oracle Procurement catalog and see how a supplier can help the buyer by adding to that agreement.

Assumptions




Tasks

Buyer Creates Global Blanket Purchase Agreement

Supplier Loads New Items

Buyer Review and Approve New Supplier Items.

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Solution - Create a Purchase Agreement in the Buyer’s Work Center

Buyer Creates Global Blanket Purchase Agreement

Purchasing, Vision Operations (USA)

1. Navigate to the Agreements page in the Professional Buyer’s Work Center.

• (N) Buyer Work Center > Agreements

2. Create Global BPA header

• Verify Create field LOV is “Blanket Purchase Agreement”, then click (B) Go

Note: The Agreement tab in the Buyer’s Work Center will ONLY create a global blanket purchase agreement (BPA). So you will NOT see any Global checkbox in the header section, as it is global by default.

3. On the Blanket Purchase Agreement page, enter the following information for the Header:

Field Vision Operations

Operating Unit Vision Operations

Supplier Office Supplies, Inc.

Supplier Site OFFICESUPPLIES

Buyer Your last name, first name

Description XX GBPA

Bill to Location V1- New York City

Default Ship to Location M1- Seattle

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4. (B) Save

5. Note the BPA number #___________________________

6. ACTIONS field LOV, choose "Enable Supplier Authoring" and click GO button.

Note the confirmation that the supplier Office Supplies, Inc. can now edit this Blanket Purchase Agreement

VERY IMPORTANT NOTE: This action is to allow the supplier user to modify the BPA and add items. The supplier user cannot create their own BPA. The supplier’s access for this is Oracle iSupplier Portal.

7. (B) Save

At this point the agreement is created (but not approved or processed) and is accessible to the supplier for uploading of items.

Note: You can either choose to have the supplier or the Oracle iProcurement catalog administrator upload items to the purchase agreement. In addition, the buyer can upload items. For this practice we will have the supplier upload the items.

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Supplier Loads New Items

8. Logout and log into Oracle iSupplier Portal − Username / password = supplier / welcome − Responsibility = iSupplier Portal Full Access

iSupplier Portal homepage opens. The Orders at a Glance table will only show Approved POs.

9. Navigate to the Update Blanket Purchase Agreement page for your agreement:

• Click the Notifications link on the Home tab related to your agreement number

• After confirming the information that indicates this is the agreement that you created, click (H) Edit Agreement

OR

• (T) Orders

• (T) Agreements > (B) Search

• Enter your agreement number in Agreement

• (B) Go

• Open your agreement by clicking the Agreement link

• Select Edit Agreement in Actions list and click (B) Go

10. Prepare agreement to add new line items:

• (B) Add 5 Rows

Note: The supplier can manually add items to the GBPA or could upload a file of many items using the Via Upload action. In this practice the supplier has been asked to add two specialty papers that are not part of their basic catalog.

11. Add two new lines:

Line 1 Line2

Type Goods Goods

Item

Description HP Brochure Paper - Glossy 8.5x11" 150 Sheets

HP Presentation Paper - Glossy 8.5x11" 300 Sheets

Category SUPPLIES.OFFICE SUPPLIES.OFFICE

Unit Each Each

Price 9.00 16.00

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12. (B) Save

13. (B) Submit

Note confirmation that Blanket Purchase Agreement #### has been submitted for approval. Also note that if you query the supplier’s agreements, the Status column is “Supplier Change Pending.”

14. Logout as supplier user

Buyer Review and Approve New Supplier Items

15. Logon to the system using the XXUSER you created earlier.

• Purchasing, Vision Operations (USA)

16. Navigate to the Agreements page.

• (N) Buyer Work Center > Agreements

17. Accept the supplier entered items:

• Select the “My Agreements With Pending Change Requests” View and click (B) Go

• (N) Select Agreement: Respond to Change Requests and click (B) Go

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The Respond to Change Requests page allows the buyer to decide item by item to either accept or reject. You can also click on the Details icon to see all the attributes for each item (Image filenames, price breaks, and so forth).

18. (B) Accept All

19. Query your agreement, it is now or will be shortly displayed with a status Approved.

• (T) Agreements

• (B) Search

• Select “Show table data when any condition is met” and enter your agreement number.

• (B) Go

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Practice - Create a Standard Receipt

Overview

In this practice you will create a standard receipt against the purchase order you created in the prior practice.

Assumptions




Tasks


1. Log on to the system using the following information. − Responsibility = Purchasing, Vision Operations

Find Expected Receipts

2. Open the Find Expected Receipts window: − Purchase Order = Your Purchase Order from the AutoCreate a Purchase Order

practice. − Supplier = Advanced Network Devices − Item = XXSoftware − Click (B) Find

Fill in Receipt Header Details − Packing Slip = PS-XX − Freight Carrier = UPS

Note: The Receipt Header window opens on top of the Receipts window. When you have completed the Receipt Header window, click in the Receipt window, which is located behind the Receipt Header window to navigate to it.

Process a Standard Receipt − Quantity = 2 − Destination Type = Expense − Location = M1-Seattle − Requestor = Smith, Mr. Jonathan

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3. Record your receipt number.

Note

• You can use iSupplier Portal to allow your suppliers to record ASNs. Deliveries must still be processed using this window, but much of the information will already be recorded and as a result, receipt processing cost and time will be lower.

• You can only override the default destination type if the RCV: Allow Routing Override is set to Yes.

• The RCV: Processing Mode profile option determines how receipts are processed:

Setting Meaning

Online The user will not be able to perform any other application activities until the process completes.

Immediate The window will start running Receiving Transaction Processor as a background process. The system will not hold the screen and the user can do something else..

Batch Control is returned to the User immediately so other application activities may be performed. The transaction will be processed by running Concurrent Program Receiving Transaction Processor (RVCTP). Typically, customers will run this program periodically based on their processing and system requirements.

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Solution - Create a Standard Receipt




2. Open the Find Expected Receipts window:

• (N) Receiving > Receipts (M1 - Seattle Manufacturing) − Operating Unit = Vision Operations − Purchase Order = Your Purchase Order from previous practice. − Supplier = Advanced Network Devices − Item = XXSoftware

3. (B) Find

Fill in Receipt Header Details − Packing Slip = PS-XX − Freight Carrier = UPS


Process a Standard Receipt

4. (M) Window > Receipts (M1)

5. Select the checkbox to the left of the Quantity field − Quantity = 2 − Destination Type = Expenses − Location = M1-Seattle − Requestor = Defaults

6. Save

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7. (B) Header


Note

• You can only override the default destination type if the RCV: Allow Routing Override is set to Yes.

• You can use iSupplier Portal to allow your suppliers to record ASNs. Deliveries must still be processed using this window, but much of the information will already be recorded and as a result, receipt processing cost and time will be lower.

• The RCV: Processing Mode profile option determines how receipts are processed:

Setting Meaning

Online The user will not be able to perform any other application activities until the process completes.

Immediate The window will start running Receiving Transaction Processor as a background process. The system will not hold the screen and the user can do something else..

Batch Control is returned to the User immediately so other application activities may be performed. The transaction will be processed by running Concurrent Program Receiving Transaction Processor (RVCTP). Typically, customers will run this program periodically based on their processing and system requirements.

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Practice - Create an Express Receipt

Overview

In this practice you will create an express receipt against the purchase order you created

Assumptions




Tasks




2. Open the Find Expected Receipts window: − Purchase Order = Your Purchase Order from a previous practice − Supplier = XXIBM Corporation − Item = XXSoftware

Note: In order to process an express receipt, all expected receipts queried must be from the same supplier!

Record Receipt Header Details − Packing Slip = PS-XX − Freight Carrier = UPS


Create the Express Receipt − Destination Type = Final Destination


Note: If the Destination Type is Final Destination, to process the receipt as an express receipt, the requestor field must have been filled out on the purchase order or release!

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Review Receiving Transactions

4. Open the Find Receiving Transactions window:

5. Review your receipt.

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Solution - Create an Express Receipt




2. (N) Receiving > Receipts (M1 - Seattle Manufacturing) − Purchase Order = Your Purchase Order from a previous practice − Supplier = Advanced Network Devices

3. (B) Find

Note: In order to process an express receipt, all expected receipts queried must be from the same supplier!



Create the Express Receipt


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5. (B) Express to create an Express receipt. − Destination Type = Final Destination −

6. (B) OK

7. Save

8. (B) Header


Note: If the Destination Type is Final Destination, to process the receipt as an express receipt, the requestor field must have been filled out on the purchase order or release!



11. (N) Receiving > Receiving Transactions Summary (M1-Seattle Manufacturing)

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12. In the Receipt field, enter the receipt number.

13. (B) Find

14. (B) Transactions to open the Receipt Transaction Summary window.


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Practice - Create a Cascade Receipt

Overview

In this practice you will create a cascade receipt against the purchase order you created.

Assumptions




Tasks




2. Open the Find Expected Receipts window: − Supplier = Advanced Network Devices − Item = XXMonitor

Note: In order to process a cascade receipt, you must query expected receipts for a specific supplier and item.



Create the Cascade Receipt − Cascade Quantity = 6 − Unit of Measure = Each

Note: Because the routing type was Standard Routing, these inventory items will show a destination type of Receiving. The items are delivered to inventory in a subsequent step.

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Complete the Delivery for the a Line of the Cascade Receipt (we will inspect the other later)

3. Open the Receiving Transactions window:

4. In the Receipt field, enter the number of the Cascade Receipt.

5. Select PO Line 2, Shipment 2 (qty of 2 available to deliver) by selecting the checkbox to the left of the Quantity field. We will inspect the other item in a later lab.

Note: If you did not fill in requestor and subinventory information on the purchase order, you will need to do that now!


6. Open the Find Receiving Transactions window.



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Solution - Create a Cascade Receipt




2. Open the Find Expected Receipts window:

• (N) Receiving > Receipts (M1 - Seattle Manufacturing) − Supplier = Advanced Network Devices − Item = XXMonitor

3. (B) Find

Note: In order to process a cascade receipt, you must query expected receipts for a specific supplier and item.



Create the Cascade Receipt


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5. (B) Cascade to create a Cascade receipt. − Cascade Quantity = 6 − Unit of Measure = Each

6. (B) OK

7. Note that the 6 items are applied to the expected receipt.

8. Save

9. (B) Header


Note: Because the routing type was Standard Routing, these inventory items will show a destination type of Receiving. The items are delivered to inventory in a subsequent step.

Complete the Delivery for the a Line of the Cascade Receipt (we will inspect the other later)


• (N) Receiving > Receiving Transactions (M1 - Seattle Manufacturing)

12. In the Receipt field, enter the number of the Cascade Receipt.

13. (B) Find

14. (T) Order Information

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15. Select PO Line 2, Shipment 2 (qty of 2 available to deliver) by selecting the checkbox to the left of the Quantity field. We will inspect the other item in a later lab.

Note: If you did not fill in requestor and subinventory information on the purchase order, you will need to do that now!

16. Save

17. Close the Receiving Transactions window.



• (N) Receiving > Receiving Transactions Summary (M1-Seattle Manufacturing)


20. (B) Find



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Practice - Inspect and Deliver a Receipt

Overview

In this practice you will inspect and deliver a receipt. Half of the items you found to be defective. You will deliver half to their final destination and the other half will be returned.

Assumptions




Tasks



Perform a Quality Inspection

2. Open the Receiving Transactions window: − Receipt = Your receipt number

Note: If Oracle Quality is installed and at least one inspection plan exists for the transaction, both the Enter Quality Results option in the Tools menu and the Quality button on the menu bar will be enabled. If the QA: PO Inspection Profile option is set to Quality, when you click the Inspect button, it opens the Quality Inspection window that you defined, instead of the Purchasing Inspection window.

3. Enter inspection results according to the table:

Item Inspect Result

Quantity Quality Code

Reason

Code

Comment

XXMonitor Accept 2 Above Average

Blank Passed inspection

XXMonitor Reject 2 Below Average

CompDefect Failed inspection

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Deliver Goods to a Final Destination


5. In the Receipt field, enter your receipt number.

6. Complete the Receiving Transaction according to the following table:

Inspection Qty UOM Destination

Type

Item Location

Accepted Defaults Each Inventory XXMonitor M1-Seattle

Rejected Defaults Each Receiving XXMonitor M1-Seattle

Note: You’ll need to use this window carefully. Determine which record was the accepted item and which was the rejected item!

7. Save





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Solution - Inspect and Deliver a Receipt



Perform a Quality Inspection


• (N) Receiving > Receiving Transactions (M1-Seattle Manufacturing) − Receipt = Your receipt number

3. (B) Find

4. (B) Inspect

Note: If Oracle Quality is installed and at least one inspection plan exists for the transaction, both the Enter Quality Results option in the Tools menu and the Quality button on the menu bar will be enabled. If the QA: PO Inspection Profile option is set to Quality, when you click the Inspect button, it opens the Quality Inspection window that you defined, instead of the Purchasing Inspection window. If the quality window is displayed instead of the Purchasing Inspection window, ask the instructor to change the QA: PO Inspection Profile option to Purchasing.

5. Enter inspection results according to the table:

Item Inspect Result

Quantity Quality Code

Reason

Code

Comment

XXMonitor Accept 2 Above Average

Blank Passed inspection

XXMonitor Reject 2 Below Average

CompDefect Failed inspection

6. (B) OK

7. Save

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8. Close the Receiving Transactions window.

Deliver Goods to a Final Destination


• (N) Receiving > Receiving Transactions


11. (B) Find

12. Complete the Receiving Transaction according to the following table:

Inspection Qty UOM Destination

Type

Item Subinventory Location

Accepted Defaults Each Inventory XXMonitor Stores M1-Seattle

Rejected Defaults Each Receiving XXMonitor M1-Seattle

Note: You’ll need to use this window carefully. Determine which record was the accepted item and which was the rejected item!

13. Save

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• (N) Receiving > Receiving Transactions Summary (M1-Seattle Manufacturing)


16. (B) Find


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