Browser version scriptSkip Headers

Oracle Purchasing User's Guide
Release 12.1
Part Number E13410-05
Go to next page
Next

Oracle Purchasing User's Guide

Contents

Title and Copyright Information

Send Us Your Comments

Preface

Setting Up

Overview of Setting Up
Defining Locations
Defining Buyers
Defining Approval Groups
Assigning Approval Groups
Annotating Purchasing Documents
      Managing Attachments
      Attaching Notes to Purchasing Documents
Defining Purchasing Options
Defining Receiving Options
Defining Requisition Templates
Purchasing Hazardous Materials
      Regulation Background
      Defining Hazard Classes
      Defining UN Numbers
Defining Lookup Codes
Defining Quality Inspection Codes
Line Types in Purchasing Documents
      Defining Line Types
Purchasing Services
Defining Document Types
Defining Document Styles
Purchase Order Communication Setup Steps
Center-Led Procurement Setup
Controlling Purchasing Periods
Expense Charge Account Rules
Choosing Workflow Options
iProcurement Setup Windows
Oracle Services Procurement
Define Job and Category Association

Approval, Security, and Control

Setting Up Document Approval and Security
Position Hierarchies
Document Security and Access
Approval Routing
Approval Authorization Control
      Defining Approval Authorization Rules
      Using Approval Assignments
Assigning Employees
The Document Approval Process
      Approved Documents and Supply
      Document Status Checks
      Document Submission Checks
      Viewing and Responding to Approval Notifications
Submitting a Document for Approval
Offline Approvers
Mass Forwarding Documents
Document Control Overview
      Document Control Options
      Purchase Order Control Matrices
      Document Control Applicability Matrix
      Document Control Status Check Matrix
      Document Control Submission Check Matrix
Controlling Documents
MassCancel
      Defining MassCancel
      Define MassCancel Listing
      Running MassCancel
      Run MassCancel Listing

Requisitions

Overview of Requisitions
      Requisition Types
      Reserving Funds for Requisitions
Reviewing Requisitions
      Managing Requisitions
      Updating Requisitions
Overview of Internal Requisitions
      Demand for Internal Requisitions
      Internal Requisition Approvals
      Creation of Internal Sales Orders
      Management of Internal Sales Orders
      Pick Release for Internal Sales Orders
      Ship Confirmation for Internal Sales Orders
      Management of Internal Requisitions
      Internal Requisitions Processing Summary
      Internal Requisitions Setup Overview
      Minimum Order Management Setup for Internal Requisitions
      Minimum Shipping Execution Setup for Internal Requisitions
      Minimum Purchasing Setup for Internal Requisitions
      Minimum Inventory Setup for Internal Requisitions
      Online Processing Automation for Internal Requisitions
      Internal Requisitions Example
Finding Requisitions
Using the Requisition Headers Summary Window
Using the Requisition Lines Summary Window
Using the Requisition Distributions Summary Window
Entering Requisition Preferences
Entering Requisition Headers
Entering Requisition Lines
Entering Requisition Distributions
Using Requisition Templates

Purchase Orders

Overview of Purchase Orders
      Purchase Order Types
      Purchase Order Features
Purchase Order Defaulting Rules
Finding Purchase Orders
      Using the Purchase Order Headers Summary Window
      Using the Purchase Order Lines Summary Window
      Using the Purchase Order Shipments Summary Window
      Using the Purchase Order Distributions Summary Window
Entering Purchase Order Preferences
Entering Purchase Order Headers
Entering Purchase Order Lines
Entering Purchase Order Price Reference Information
Entering Purchase Order Reference Document Information
Entering Purchase Order Miscellaneous Information
Entering Purchase Agreement Information
Entering Purchase Order Temporary Labor Information
Entering Currency Information
Entering Purchase Order Details Information
Entering Purchase Order Shipments
Entering Purchase Order Receiving Controls
Entering Purchase Agreement Price Break Information
Entering Purchase Order Distributions
Entering Outside Services Information
Entering Purchase Order Notification Controls
Entering and Viewing Purchase Order Acceptances
Entering Releases
      Entering Release Headers
      Entering Release Shipments
      Entering Release Distributions
Automatic Release Generation
Copying Purchase Orders
Document Revision Numbering
      Document Revision Rules
      Document Reapproval Rules
Changing Encumbered Documents
Drop Shipments
Tax Information in Purchasing
      Viewing Tax Information
Procurement Card Purchase Orders and Releases
Global Agreements

Supply Base Management

Overview of Sourcing, RFQs, and Quotations
RFQs and Quotations
Supplier Item Catalog
      Finding Supplier Items
      Using the Supplier Item Catalog Tabbed Regions
      Entering Order Pad Options (from Requisitions)
Receiving Price/Sales Catalog Information Electronically
      Setting a Price Tolerance in a Price/Sales Catalog Update
      Monitoring Price Increases in a Price/Sales Catalog Update
Overview of Automatic Sourcing
      Setting Up Automatic Sourcing
      Defining Sourcing Rules
      Assigning Sourcing Rules and Bills of Distribution
Approved Supplier List
      ASL Repository Maintenance
      ASL Business Needs
      Defining Approved Supplier Statuses
      Defining the Supplier and Item/Commodity Combination
      Defining the Supplier-Item Attributes
      View Approved Suppliers
Entering RFQs
      Entering RFQ Headers
      Entering RFQ Lines
      Entering RFQ Supplier Information
      Entering RFQ Terms Information
      Entering RFQ Shipment Information
      Entering RFQ Price Break Information
Entering Quotations
      Entering Quotation Headers
      Entering Quotation Lines
      Entering Quotation Terms Information
      Entering Quotation Shipment Information
      Entering Quotation Price Break Information
Copying Quotations from RFQs
Approving Quotations
      Finding Quotations for Approval
      Approving Quotation Shipments
      Approving Entire Quotations
Defining Supplier Lists
Managing Buyer Workload
      Finding Requisition Lines for Review or Assignment
      Reviewing Buyer Workload
      Assigning Requisition Lines

AutoCreate

AutoCreate Documents Overview
      AutoCreate Document Options
      Additional AutoCreate Features
      Oracle iProcurement Requisitions
Finding Requisition Lines for AutoCreate
Selecting AutoCreate Criteria
Entering Document Information and Completing AutoCreate
Using the Document Builder
Modifying Requisition Lines

Professional Buyer’s Work Center

Buyer’s Work Center Overview
Using the Demand Workbench: Requisitions
Requisitions: Demand Workbench
Purchase Orders
Finding Standard Purchase Orders
Entering Purchase Order Information
Purchase Agreements
Finding Agreements
Create And Update Agreements
Pricing Transparency for Standard PO and Global Blanket Purchase Agreement

Communication With Suppliers

Overview of Supplier Communication
      Printed Purchase Orders Overview

Receiving

Overview of Receiving
      Centralized Purchasing for Multiple Receiving Organizations
      Receiving Locations
      Movement Statistics
      Receiving Controls, Options, and Profiles
      Receipt Tolerances
      Return Material Authorizations (RMAs)
      Debit Memos
      Drop Shipment Receipts
      Receiving Open Interface
Advance Shipment Notices (ASNs)
Managing Receipts
      Multiple Distributions
      Cascading Receipts and Receiving Transactions
      Express Receipts and Receiving Transactions
      Entering Express Receipts
      Finding Expected Receipts
      Entering Receipt Header Information
      Entering Receipt Lines
Unordered Receipts
      Entering Unordered Receipts
      Matching Unordered Receipts
Receiving Transactions
      Finding Receiving Transactions (Summary)
      Using the Receiving Headers Summary Window
      Using the Receiving Transaction Summary Window
      Viewing Accounting Lines
      Using the Receipt Header Details Window
      Finding Transaction Status Information
      Viewing Transaction Status Information
      Finding Receiving Transactions
      Entering Receiving Transactions
      Drilling Down to Purchasing from Oracle General Ledger
Inspections
      Inspecting Received Items
Returns
      Finding Returns
      Entering Returns
Corrections
      Finding Corrections
      Entering Corrections
Finding Intransit Shipments
      Managing Shipments
Control Numbers
Receiving Reports
Overview of Receipt Accounting
      Setting Up Inventory Accruals
      Accrual Process for Perpetual Accruals
      Monitoring Price Variances
      Reconciling AP Accrual Accounts Balance
      Accrual Process for Period-End Accruals
      Identifying Journal Entry Batches in General Ledger
      Accrual Write Off
Automatic Offsets in Oracle Purchasing
      Defining Purchase Order Receipt Accruals
Integration with Landed Cost Management

Inquiries

Viewing Action History
Viewing Purchase Order Changes

Reports

Accrual Write-Off Report
Advanced Shipment Notice Discrepant Receipts Report
AP and PO Accrual Reconciliation Report
Backordered Internal Requisitions Report
Blanket and Planned PO Status Report
Buyer Listing
Buyer's Requisition Action Required Report
Cancelled Purchase Orders Report
Cancelled Requisitions Report
Contract Status Report
Country of Origin Report (by Item)
Country of Origin Report (by Supplier)
Encumbrance Detail Report
Expected Receipts Report
Financials/Purchasing Options Listing
Internal Requisition Status Report
Internal Requisitions/Deliveries Discrepancy Report
Invoice Price Variance Report
Invoice Price Variance by Supplier Report
Item Detail Listing
Item Summary Listing
Location Listing
Matching Holds by Buyer Report
Miscellaneous Accrual Reconciliation Report
New Supplier Letter Report
Open Purchase Orders Report (by Buyer)
Open Purchase Orders Report (by Cost Center)
Overdue Supplier Shipments Report
Overshipments Report
Printed Change Orders Report (Landscape)
Printed Change Orders Report (Portrait)
Printed Purchase Order Report (Landscape)
Printed Purchase Order Report (Portrait)
Printed RFQ Report (Landscape)
Printed RFQ Report (Portrait)
Printed Requisitions Report
Purchase Agreement Audit Report
Purchase Order Commitment by Period Report
Purchase Order Detail Report
Purchase Order Distribution Detail Report
Purchase Order and Releases Detail Report
Purchase Price Variance Report
Purchase Requisition Status Report
Purchase Summary Report by Category
Purchasing Activity Register
Purchasing Interface Errors Report
Purge Purchasing Open Interface Processed Data
Quality Code Listing
Quotation Action Required Report
Receipt Adjustments Report
Receipt Traveler
Receiving Account Distribution Report
Receiving Exceptions Report
Receiving Interface Errors Report
Receiving Transactions Register
Receiving Value Report
Receiving Value Report by Destination Account
ReqExpress Templates Listing
Requisition Activity Register
Requisition Distribution Detail Report
Requisition Import Exceptions Report
Requisitions on Cancelled Sales Order Report
RFQ Action Required Report
Savings Analysis Report (by Buyer)
Savings Analysis Report (by Category)
Standard Notes Listing
Substitute Receipts Report
Summary Accrual Reconciliation Report
Supplier Affiliated Structure Listing
Supplier Price Performance Analysis Report
Supplier Purchase Summary Report
Supplier Quality Performance Analysis Report
Supplier Service Performance Analysis Report
Supplier Volume Analysis Report
Suppliers on Hold Report
Uninvoiced Receipts Report
Unit of Measure Class Listing
Unit of Measure Listing
Unordered Receipts Report

Integration with Other Applications

Integration for Engineering and Construction Industry
Landed Cost Management
Pricing Transparency

Processes

Accrual Load
ASL Upgrade Process
Confirm Receipts Workflow Select Orders Process
Create Internal Sales Orders Process
Create Releases Process
Fill Employee Hierarchy Process
Generate Sourcing Rules And ASLs From Blanket Agreements
Import Price Catalog
Import Standard Purchase Orders
Mass Update of Purchasing Documents
Mass Update of Requisitions
Mass Close of Purchasing Documents
Payment on Receipt
PO Output for Communication
Purchasing Database Administration
Purchasing Documents Open Interface
Receipt Accruals - Period-End Process
Receiving Transaction Processor
Requisition Import Process
Reset Period End Accrual Flags
Reschedule Requisitions Process
Retrieve Time from Oracle Time and Labor (OTL)
Retroactive Price Update on Purchasing Documents
Send Notifications for Purchasing Documents

Windows and Navigator Paths

Oracle Purchasing Windows and Navigator Paths

Oracle Purchasing Alerts

Using Oracle Alert in Oracle Purchasing
      Predefined Purchasing Alerts

Oracle Purchasing Profile Options and Profile Option Categories

Profile Options and Profile Option Categories Overview
Profile Option Category and Profile Options Descriptions

Function Security for Purchasing

Function Security for Purchasing

Procurement Workflows

Overview of Procurement Workflows
Customization Guidelines
Using the Account Generator in
      Decide How to Use the Account Generator
      What the Account Generator Does in Oracle Purchasing
      Customizing the Account Generator for Oracle Purchasing
      The Default Account Generator Processes for Oracle Purchasing
      Summary of the Generate Default Accounts Process
      Generate Default Accounts Process Activities
      Summary of the Generate Default Accrual Account Subprocess
      Summary of the Generate Default Budget Account Subprocess
      Summary of the Generate Default Charge Account Subprocess
      Summary of the Generate Default Variance Account Subprocess
      Summary of the Build Expense Charge Account Subprocess
      Summary of the Build Inventory Charge Account Subprocess
      Summary of the Build Shop Floor Charge Account Subprocess
      Summary of the Build Inventory Budget Account Subprocess
      Summary of the Build Project Account Subprocesses
      Summary of the Get Charge Account for Variance Account Subprocess
      Summary of the Get Variance Account from Organization Subprocess
      Summary of the Generate Accounts Using FlexBuilder Rules Process
      Using the Workflow Monitor with the Account Generator
Requisition Approval Workflow
      Customizing the PO Requisition Approval Workflow
      The PO Requisition Approval Workflow Item Type
      Summary of the Main Requisition Approval Process
      Main Requisition Approval Process Activities
      Summary of the Start of Approve Requisition Process
      Start of Approve Requisition Process Activities
      Summary of the Verify Requisition Subprocess
      Verify Requisition Subprocess Activities
      Summary of the Reserve At The Start Subprocess
      Reserve At The Start Subprocess Activities
      Summary of the Verify Approval Authority Subprocess
      Verify Approval Authority Subprocess Activities
      Summary of the Approval List Routing Subprocess
      Approval List Routing Subprocess Activities
      Summary of the Reject Requisition Subprocess
      Reject Requisition Subprocess Activities
      Summary of the Return Requisition to Submitter Subprocess
      Return Requisition to Submitter Subprocess Activities
      Summary of the Notify Approver Subprocess
      Notify Approver Subprocess Activities
      Summary of the Response with Approve Action Subprocess
      Response with Approve Action Subprocess Activities
      Summary of the Response with Approve and Forward Action Subprocess
      Response with Approve and Forward Action Subprocess Activities
      Summary of the Response with Forward Action Subprocess
      Response with Forward Action Subprocess Activities
      Summary of the Response with Reject Action Subprocess
      Response with Reject Action Subprocess Activities
      Summary of the Reserve Before Approve Subprocess
      Reserve Before Approve Subprocess Activities
      Summary of the Approve Requisition Subprocess
      Approve Requisition Subprocess Activities
      Summary of the Print Document Subprocess
      Print Document Subprocess Activities
      Summary of the Verify Approval Authority for Approve and Approve/Forward Action Subprocesses
      Verify Approval Authority Subprocess Activities
Purchase Order Approval Workflow
      Customizing the PO Approval Workflow
      The PO Approval Item Type
      Summary of the PO Approval Top Process
      PO Approval Top Process Activities
      Summary of the PO Approval Process
      PO Approval Process Activities
      Summary of the Verify PO Subprocess
      Verify PO Subprocess Activities
      Summary of the Reserve Before Approve Subprocess
      Reserve Before Approve Subprocess Activities
      Summary of the Verify Approval Authority Subprocess
      Verify Approval Authority Subprocess Activities
      Summary of the Approve PO Subprocess
      Approve PO Subprocess Activities
      Summary of the Print, Fax, and Email Document Subprocesses
      Print, Fax, and Email Document Subprocess Activities
      Summary of the Approve and Forward PO Subprocess
      Approve and Forward PO Subprocess Activities
      Summary of the Notify Approver Subprocess
      Notify Approver Subprocess Activities
      Summary of the Find Approver Subprocess
      Find Approver Subprocess Activities
      Summary of the Forward PO Subprocess
      Forward PO Subprocess Activities
      Summary of the Return PO to Submitter Subprocess
      Return PO to Submitter Subprocess Activities
      Summary of the Reject PO Subprocess
      Reject PO Subprocess Activities
      Change Order Process Activities
Workflow Processes for Approving Change Orders
      Customizing the Change Order Workflow
      The Change Order Workflow Item Attributes
      Summary of the Get All Document Changes Subprocess
      Get All Document Changes Subprocess Activities
      Summary of the Get All Blanket PO Changes Subprocess
      Get All Blanket PO Changes Subprocess Activities
      Summary of the Get All Contract PO Changes Subprocess
      Get All Contract PO Changes Subprocess Activities
      Summary of the Get All Planned PO Changes Subprocess
      Get All Planned PO Changes Subprocess Activities
      Summary of the Get All Release Changes Subprocess
      Get All Release Changes Subprocess Activities
      Summary of the Get All Standard PO Changes Subprocess
      Get All Standard PO Changes Subprocess Activities
      Summary of the Do Document Changes Require Reapproval? Subprocess
      Do Document Changes Require Reapproval? Subprocess Activities
      Summary of the Change Order Reserve Before Approve Subprocess
      Change Order Reserve Before Approve Subprocess Activities
      Summary of the Approve PO (Change Order) Subprocess
      Approve PO (Change Order) Subprocess Activities
      Summary of the Print and Fax Document Processes (Change Order)
      Print and Fax Document Process (Change Order) Activities
Workflow for Creating Purchase Orders and Releases
      Customizing the Automatic Document Creation Workflow
      The PO Create Documents Item Type
      Summary of Overall Document Creation / Launch Approval Process
      Overall Document Creation / Launch Approval Process Activities
      Summary of the Verify Req Line Information Process
      Verify Req Line Information Process Activities
      Summary of the Does Req Line Have Enough Information To Automatically Create A Document? Process
      Does Req Line Have Enough Information To Automatically Create A Document? Process Activities
      Summary of the Create and Approve Purchase Order Or Release Process
      Create And Approve Purchase Order Or Release Process Activities
      Summary of the Get Buyer Subprocess
      Get Buyer Subprocess Activities
      Using the Workflow Monitor for the PO Create Documents Workflow
Confirm Receipts Workflow
      Customizing the Confirm Receipts Workflow
      The Confirm Receipts Workflow Item Type
      Summary of the Confirm Receipt Process
      Confirm Receipt Process Activities
      Summary of the Notify Requester Subprocess
      Notify Requester Subprocess Activities
PO Send Notifications Workflow
      Customizing the PO Send Notifications for Purchasing Documents Workflow
      The PO Send Notifications for Purchasing Documents Item Type
      Summary of the PO Document Approval Reminder Process
      PO Document Approval Reminder Process Activities
Price/Sales Catalog Notification Workflow
      Customizing the Issue Notifications Process
      The PO Catalog Price Tolerances Exceeded Notifications Item Type
      Summary of the Issue Notifications Process
      Issue Notifications Process Activities
Debit Memo Notification Workflow
      Customizing the Debit Memo Notification Workflow
      The PO Debit Memo Notification Item Type
      Summary of the Debit Memo Process
Process Navigator Workflows
PO Approval Error Workflow
      Customizing the PO Approval Error Workflow
      The PO Approval Error Item Type
      Summary of PO Approval Error Workflow

21 CFR Part 11 Compliance: Oracle E-Records

21 CFR Part 11 Overview
E-records and E-signatures for Oracle Purchasing
Viewing Oracle E-Records and E-Signatures

Complex Work in the Procurement Suite

Complex Work in the Procurement Suite

GLOSSARY

Index