Oracle Purchasing
Transcript of Oracle Purchasing
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Oracle Purchasing
R12 Financials Functional Foundation
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Objectives
After completing this lesson, you should be able to do the following:
• Discuss purchasing activity from requisition to receipt of goods
• Identify the major tables used in purchasing and receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts
• Discuss the open interfaces and application program interfaces for purchasing
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Agenda
• Overview of Purchasing activity from requisition to receipt of goods
• Major tables used in Purchasing and Receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts
• Open interfaces and application program interfaces
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Purchasing Integration
OracleGeneral Ledger
Oracle Payables
OracleHuman Resources
Oracle Assets
OracleCost Management
OracleProject Accounting
OracleCash Management
OracleCBC
Oracle Alert
OracleWorkflow
OraclePurchasing
Purchasing Integration
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Purchasing Process
Createrequisition
AutoCreate
Purchasing document
Send to supplier
Receive goods
Approverequisition
Approve
document
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Professional Buyer’s Work Center
The Buyer’s Work Center is a web-based workbench from which buyers can perform many of their daily tasks:
• View and act upon requisition demand
• Create and manage purchase orders
• Create and manage purchase agreements
• Run negotiation events including auctions and RFxs
• Manage supplier information
• Manage contract deliverables
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Unified Procurement Catalog Access
Single catalog shared by the entire Oracle Procurement suite:
• iProcurement-like search capabilities for purchasing users
• Add catalog items to purchase order and agreement lines
• Replace non-catalog requests with lines from the catalog
Direct access to supplier catalogs
Supplier
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Purchase Requisitions
• Edit and review requisitions online.
• Review status and action history of your requisitions.
• Automatically source requisitions from open purchase agreements and quotations.
• Utilize requisition templates for items you purchase frequently.
• Create internally and externally fulfilled requisitions.
• Distribute expenses across multiple cost centers.
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Inventory WIP ASCP/MRP
Demand
RequisitionRequisition
Pool
Order Entry
Import / RescheduleRequisitions
Supplier
InternalSales Order
Manually Approval
Order Mgmt
Purchase Requisition Process
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Purchase Requisitions Information Flow
Oracle MRP
Oracle Inventory
Oracle WIP
PurchaseOrders
OracleOrder Management
PurchaseRequisition
Process
SuppliersRequirements
Subinventory Replenishment
Outside Processing
Drop Shipments
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Purchase Order Process
Receive against PO
Match Invoices against PO
Maintain Documents
Accept Revise Control
Approve PO
AutoCreate ManuallyCreate
Requisition
Pool
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Purchase Order Types
Header
Line
Shipment
Distribution
Contract Agreement
HeaderHeader
Line
Header
Line
Shipment
Distribution
Blanket Agreement
Planned Purchase
Order
Standard Purchase
Order
Shipment
Distribution
Blanket Release
Header
Line
Shipment
Distribution
Standard PO
Scheduled Release
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Purchase Order Communication
Options available for delivery of Oracle Purchasing documents to the supplier:
• Print and deliver
• Fax (Facsimile)
• E-Mail (Electronic Mail)
• EDI (Electronic Data Interchange)
• XML (eXtensible Markup Language)
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Receiving Process
Shipment ofgoods
Inspection
Deliver
Inventory
Shop Floor
Expense
Receipt
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Receiving
Through Oracle Purchasing, you can control the items you order through receiving, inspection, transfer, and internal delivery and the quantity, quality, and internal delivery of the items you receive.
Oracle Purchasing supports the following methods of receiving:
• Standard receipt
• Direct receipt
• Inspection required
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Agenda
• Overview of Purchasing activity from requisition to receipt of goods
• Major tables used in Purchasing and Receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts
• Open interfaces and application program interfaces
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Suppliers Window
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Supplier Tables
AP_SUPPLIER_CONTACTS
AP_SUPPLIERS
AP_SUPPLIER_SITES_ALL
HR_EMPLOYEES
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AP_SUPPLIERS
• This table stores information about your suppliers.
• You need one row for each supplier you define.
• Each row includes the supplier name as well as purchasing, receiving, payment, accounting, tax, classification, and general information.
• Oracle Purchasing uses this information to determine active suppliers.
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AP_SUPPLIER_SITES_ALL
• This table stores information about supplier sites.
• Each row includes the site address, supplier reference, purchasing, payment, bank, and general information.
• Oracle Purchasing uses this information to store supplier address information.
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AP_SUPPLIER_CONTACTS
This table stores information about
supplier site contacts.
Each row includes the contact name and site.
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HR_Employees
A view that contains information about
employees.
You must have a row for each requestor,
requisition preparer, approver, buyer, or receiver who uses Oracle Purchasing.
Related to Supplier
Table
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Agenda
• Overview of Purchasing activity from requisition to receipt of goods
• Major tables used in Purchasing and Receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts
• Open interfaces and application program interfaces
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Requisitions (Vision Operations)
Requisitions Window
With on-line requisitions, you can centralize your purchasing department, source your requisitions with
the best suppliers, and ensure that you obtain the appropriate management approval before creating
purchase orders from requisitions.
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Requisitions Tables
PO_REQUISITION_HEADERS_ALL
PO_REQUISITION_LINES_ALL
PO_REQ_DISTRIBUTIONS_ALL
HR_EMPLOYEES
MTL_SYSTEM_ITEMS_B
GL_CODE_COMBINATIONS
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PO_REQUISITION_HEADERS_ALL
• Stores information about requisition headers.
• You need one header row for each requisition that you create.
• Each row contains the requisition number, preparer status, and description.
I need…..!
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PO_REQUISITION_LINES_ALL
• This table stores information about requisition lines.
• Each row contains the line number, item number, item category, item description, need-by date, deliver-to location, item quantities, units, prices, requestor, notes, and suggested supplier information for the requisition line.
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PO_REQ_DISTRIBUTIONS_ALL
• The accounting distributions associated with each requisition line.
• Each requisition line must have at least one accounting distribution.
• Each row includes the Accounting Flexfield ID and requisition line quantity.
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Related Tables
• HR_EMPLOYEES: View that contains information about employees. You must have a row for each requestor, requisition preparer, approver, buyer, or receiver who uses Oracle Purchasing.
• MTL_SYSTEM_ITEMS_B: The definition table for items. This table holds the definitions for inventory items, engineering items, and purchasing items.
• GL_CODE_COMBINATIONS: This table stores valid Accounting Flexfield segment value combinations for each accounting flexfield structure within your general ledger application.
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Agenda
• Overview of Purchasing activity from requisition to receipt of goods
• Major tables used in Purchasing and Receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts
• Open interfaces and application program interfaces
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Purchase Orders Window
Use the Purchase Orders window to enter standard and planned purchase orders as well as blanket and
contract purchase agreements.
Purchase Orders (Vision Operations)
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Purchasing Documents
PO_RELEASES_ALL
PO_LINE_LOCATIONS_ALL
PO_HEADERS_ALL
PO_LINES_ALL
PO_DISTRIBUTIONS_ALL
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PO_HEADERS_ALL
• Header information for your purchasing documents.
• Each document must have one header.
• Each row contains buyer information, supplier information, notes, foreign currency information, terms and conditions information, and the document status.
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PO_LINES_ALL
• Information about each purchase order line.
• You need one row for each line you attach to a document.
• Each row includes the line number, item number and category unit, price, tax information, and quantity ordered for the line.
• Oracle Purchasing uses this information to record and update item and price information.
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PO_LINE_LOCATIONS_ALL
• This table contains information about purchase order shipment schedules and blanket agreement price breaks.
• You must have one row for each schedule or price break you attach to a document line.
• Each row contains the location, quantity, and dates for each shipment schedule.
• Oracle Purchasing uses this information to record delivery schedule information for purchase orders and price break information for blanket purchase orders, quotations, and RFQs.
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PO_DISTRIBUTIONS_ALL
Stores accounting information for a purchase order shipment line.
Oracle Purchasing uses this information to record accounting
and requisition information for purchase orders and releases.
The accounting can be created by the account generator based on
inventory items or manually entered for expense items.
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PO_RELEASES_ALL
This table contains information about blanket and planned purchase order releases.
You need one row for each release you issue for a blanket or planned purchase order.
Each row includes the buyer, date, release status, and release number.
Each release must have at least one purchase order shipment (PO_LINE_LOCATIONS_ALL).
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Agenda
• Overview of Purchasing activity from requisition to receipt of goods
• Major tables used in Purchasing and Receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts
• Open interfaces and application program interfaces
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Receiving Transactions
You can receive goods into a receiving location or to their final destination.
Receipts (M1)
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Purchasing Receipts
MTL_MATERIAL_TRANSACTIONS
RCV_SHIPMENT_HEADERS
MTL_SYSTEM_ITEMS_B
RCV_SHIPMENT_LINES
RCV_TRANSACTIONS
RCV_SUPPLY
PO_DISTRIBUTIONS_ALL
PO_LINE_LOCATIONS_ALL
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RCV_SHIPMENT_HEADERS
• This table stores common information about the source of your receipts or expected receipts.
• There is one header per receipt.
• You group your receipts by the source type and the source of the receipt.
• Oracle Purchasing does not allow you to group receipts from different sources under one receipt header.
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RCV_SHIPMENT_LINES
It also stores information about the default destination for in-transit shipments.
This tablestores
Informationabout items
that have been shippedor received from a
specific receipt source.
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RCV_TRANSACTIONS
• This table stores historical information about receiving transactions you have performed.
• Once a row is inserted into this table, it will never be updated. When you correct a transaction, the net transaction quantity is maintained in RCV_SUPPLY. The original transaction quantity is not updated.
• You can delete rows from this table using the purge feature of Oracle Purchasing.
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RCV_SUPPLY
• This table stores information about on-hand quantities in receiving and inspection.
• Oracle Purchasing uses the table to track item, quantity, location and source information for each receiving transaction.
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Tables Used in Purchasing
The following tables are referenced by Oracle Purchasing for currency conversions, period opening and closing, and Reporting Currencies transactions:
• GL_PERIOD_STATUSES
• GL_DAILY_RATES
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Agenda
• Overview of Purchasing activity from requisition to receipt of goods
• Major tables used in Purchasing and Receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts
• Open interfaces and application program interfaces
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Requisitions Open Interface
Inventory WIP ASCP/MRP
Demand
Other Systems
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Purchasing Documents Open Interface
• Import and update price/sales catalog information
• Request for Quotation responses
• Standard Purchase Orders
• Blanket Purchase Agreements
• Catalog Quotations
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Receiving Open Interface
• Receipt information from other Oracle Applications or your existing non-Oracle systems.
• Bar-coded and other receiving information from scanners and radio frequency devices.
• Advance Shipment Notices (ASNs) sent from suppliers.
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Purchasing Open Interface Tables
Interface Data Flow Table, Table, View, or Module name Name Direction View, or
Process
Requisitions Inbound Table PO_REQUISITIONS_INTERFACE_ALL
PO_REQ_DIST_INTERFACE_ALL
Purchasing Inbound Table PO_HEADERS_INTERFACEDocuments PO_LINES_INTERFACE
Receiving Inbound Table RCV_HEADERS_INTERFACE RCV_TRANSACTIONS_INTERFACE
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Purchasing Application Programming Interfaces (APIs)
Purchasing Order Change API Cancel Purchase Order API Custom Pricing API
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Summary
In this lesson, you should have learned the following:
• Discuss purchasing activity from requisition to receipt of goods
• Identify the major tables used in purchasing and receiving:– Suppliers– Purchase Requisition– Purchase Orders– Receipts
• Discuss the open interfaces and application program interfaces for purchasing