This chapter covers the following topics:
Oracle Purchasing is the formal process of buying goods and services. The process usually starts with a demand or requirement – this could be for a physical part (inventory) or a service. A requisition detailing the requirements is generated, which triggers the procurement department to raise the purchase order.
Purchase orders can be of two types:
Standard Purchase Order - a one-time buy
Blanket Purchase Agreement - an agreement on specific terms and conditions, but where date and quantity and amount are not specified.
Purchase orders are normally accompanied by terms and conditions which form the contractual agreement of the transaction. The supplier then delivers the products or services and the customer records the delivery. An invoice is sent by the supplier which is checked against the purchase order and documents specifying the goods received. The payment is then made and transferred to the supplier.
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The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| MO: Security Profile | Vision Operations – Supplier Management | User: Operations |
| PO: Enable Services Procurement | Yes | User: Operations |
Not applicable.
The following data must be set up:
Responsibility Setup Data
The following responsibilities must be available and attached to the users:
| Window Name | Field Name | Field Value |
|---|---|---|
| Responsibility | Responsibility | Purchasing, Vision Operations (USA) iProcurement Payables, Vision Operations (USA) Sourcing Supplier iSupplier Portal Full Access |
| Page Name | Field Name | Field Value |
|---|---|---|
| Document Style | Name | Complex Work Actuals |
| Document Style | Name | Standard Purchase Order |
| Document Style | Name | Complex Work Services |
| Line Type | Line Type | Fixed Price |
User Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Users | User | Tgreen Operations Supplier CBAKER |
In this flow, the following activities are performed in the listed sequence:
Requester logs in with iProcurement responsibility, creates a requisition with Goods line type for an item, and approves it.
Buyer logs in with Purchasing Responsibility, creates the sourcing auction using the Autocreate process with output as complex work purchase order.
Buyer then reviews and publishes the auction.
Supplier logs in with the Sourcing Supplier responsibility, creates a bid, and submits it.
Buyer logs in with the Sourcing Supplier Responsibility, closes the auction, completes the award process for the auction, and creates the complex work purchase order.
Supplier again logs in with the iSupplier Portal Responsibility, creates work confirmation, and submits for the buyer's approval.
This section provides information on prerequisites, profile options, and data setups required to execute the iProcurement Requisition to Request for Quotation (RFQ) with Output as Complex Work Purchase Order and Work Confirmation Flow.
IP_Requisition_Autocreate_Sourcing_RFQ_SPO_Work_Confirmation
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In this flow, the following activities are performed in the listed sequence by these users:
Requester logs in with iProcurement responsibility, creates a requisition with Goods line type for an item, and approves it.
Buyer logs in with the Purchasing responsibility, creates the sourcing RFQ using Autocreate process with output as Standard Purchase Order, reviews the RFQ, and publishes it.
Supplier logs in with Sourcing Supplier Responsibility, creates the quote, and submits it.
Buyer again logs in with Sourcing Supplier Responsibility, closes the RFQ, completes the award process for the auction, and creates the Standard Purchase Order.
Supplier again logs in with iSupplier Portal Responsibility, creates an ASBN, and sends it to the buyer.
Buyer logs in with Purchasing Responsibility, runs the Receiving Transaction Processor concurrent program, and the invoice is automatically created after Payables Auto Invoice program is successfully run.
This section provides information on prerequisites, profile options, and data setups required to execute the iProcurement Requisition to RFQ with Output as Standard Purchase Order and Create Advance Shipment Billing Notice (ASBN) Flow.
IP_Requisition_Autocreate_Sourcing_RFQ_SPO_ASBN
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Not applicable.
In this flow, the following activities are performed in the listed sequence:
Requester logs in with iProcurement responsibility, creates a requisition with Goods line type for an item, and approves it.
Buyer logs in with Purchasing responsibility, creates the sourcing RFQ using the Autocreate process with output as standard purchase order. The buyer reviews and publishes the RFQ.
Supplier logs in with Sourcing Supplier responsibility, creates the quote, and submits it.
Buyer logs in with Sourcing Supplier responsibility, closes the RFQ, completes the award process for the auction, and creates the standard purchase order.
Supplier logs in with iSupplier Portal Responsibility, creates change request for the standard purchase order, and submits it for buyer's approval.
This section provides information on prerequisites, profile options, and data setups required to execute the iProcurement Requisition to RFQ with Output as Standard Purchase Order and Supplier Change Request from iSupplier Flow.
IP_Req_Autocreate_Sourcing_RFQ_SPO_Supplier_Change_Order
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Requester logs in with iProcurement responsibility, creates a requisition with Goods line type for an item, and approves it.
Buyer logs in with Purchasing responsibility, creates Standard Purchase Order from requisition using Autocreate process in Buyer Work Center.
Supplier logs in with iSupplier Portal responsibility, creates change order for the SPO, and submits it for buyer's approval.
Buyer logs in with Purchasing responsibility, receives the notification for change order, approves the notification and the changes are reflected automatically.
Supplier logs in with the iSupplier Portal responsibility, creates advance shipment notice, and sends it to the buyer.
Buyer logs in with Purchasing responsibility, runs the Receiving Transaction Processor concurrent program, and the advance shipment notice is received successfully.
This section provides information on prerequisites, profile options, and data setups required to execute the iProcurement Requisition to Standard Purchase Order, Create Supplier Change Order and Advance Shipment Notice from iSupplier Portal Flow.
IP_Requisition_Autocreate_SPO_SCO_ASN
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Buyer logs in with Purchasing responsibility, creates a global blanket purchase agreement (GBPA) in the Buyer Work Center, and approves it.
Buyer creates the RFQ from the GBPA with outcome document as GBPA, reviews the RFQ, and publishes it.
Supplier logs in with Sourcing Super User responsibility, creates a quote with new price, and submits the quote for RFQ.
Buyer logs in with Sourcing Supplier responsibility, closes the RFQ, and completes the award process for the RFQ. A new GBPA with a newly negotiated price is created.
This section provides information on prerequisites, profile options, and data setups required to execute the Renegotiate Global Blanket Purchase Agreement flow.
Renegotiate_GBPA
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In this flow, the following activities are performed in the listed sequence:
Requester logs in with Purchasing responsibility, creates a requisition with Services line type, and approves it.
Buyer logs in with the Purchasing responsibility, creates the Complex Work Services Actuals Purchase Order using Autocreate process from the requisition.
Supplier logs in with iSupplier Portal responsibility, creates work confirmation, and sends it to the buyer for approval.
Buyer logs in with Purchasing responsibility, runs the Receiving Transaction Processor concurrent program, gets the work confirmation notification, and approves the work confirmation.
Buyer runs the Auto Invoice concurrent program and the invoice is created automatically.
This section provides information on prerequisites, profile options, and data setups required to execute the Complex Work Procurement Flow for Actuals with Auto Invoice flow.
Create_Complex_PO_Actual_DOC_Style
The following are the prerequisites for executing this flow:
Purchase order of Fixed Priced Services line type does not have a value in the Unit field.
The supplier has the self billing setup done for the corresponding site.
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In this flow, the following activities are performed in the listed sequence:
Requester logs in with Purchasing responsibility, creates a requisition with Services Line type, and approves it.
Buyer logs in with Purchasing responsibility, creates the Complex Work Services Finance Purchase Order using Autocreate process from the requisition.
Supplier logs in with iSupplier Portal responsibility, creates work confirmation, and sends it to the buyer for approval.
Buyer logs in with Purchasing responsibility, runs the Receiving Transaction Processor concurrent program, gets the work confirmation notification, and approves the work confirmation.
Buyer runs the Auto Invoice program and the invoice is created automatically.
This section provides information on prerequisites, profile options, and data setups required to execute the Complex Work Procurement Flow for Finance with Auto Invoice flow.
Create_Complex_PO_Finance_DOC_Style
The following is a prerequisite for executing the flow:
The supplier has self billing setup done for the corresponding site.
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