Create a Supplier With Two Sites

7/27/2019 Create a Supplier With Two Sites

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Practice - Create a Supplier With Two Sites

Distribution

R12 Oracle Purchasing Fundamentals

Ownership

The Job Title [[email protected]?Subject=LABxxxxx] is responsible for ensuring that

this document is necessary and that it reflects actual practice.

Copyright Oracle Corporation, 2002. All rights reserved.

Practice - Create a Supplier With Two Sites 182071933.docEffective 07/27/04 Page 1 of 15 Rev 1


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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

Replace XX with your terminal number or initials.

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.

Logon to the system using the XXUSER you created earlier.

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 sitewith 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 [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

Party Risk Profile = No Risk




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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.

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.

26. Enter the supplier site address information as follows:

Country = United States




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Address Line 1 = 520 Madison Ave.

City = New York

County = New York

State = NY

Postal Code = 10022

Address Name = New York

Addressee = New York




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.

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




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31. (T) Communication.

Supplier Notification Method = Print

Note: When you enter and approve purchase orders for this supplier, the Supplier

Notification Method will default. Weve chosen printed document here. However, if we

chose e-Mail and specified an e-mail address, that information would default during




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purchase order approval so we could send the purchase order using the suppliers 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




Phone Extension = 1234

Create User Account for this Contact = Checked

iSupplier Portal Full Access = Checked

35. (B) Add Another Row.

36. Select San Francisco.




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37. (B) Apply.

Create a Contact for the Purchasing Site

38. (L) Contact Directory.

39. (B) Create.

First Name = Jane

Last Name = Doe




Phone Extension = 1234

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.



Create a Supplier With Two Sites

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