Practice - Create a Supplier With Two Sites

Practice - Create a Supplier With Two Sites

Distribution

R12 Oracle Payables Management Fundamentals

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The Job Title [[email protected]?Subject=LABxxxxx] is responsible for ensuring that this document is necessary and that it reflects actual practice.

Copyright © Oracle, 2007. All rights reserved.

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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 new suppliers. In this practice, you will create a pay group and 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.

Tasks

Responsibility = Purchasing, Vision Operations

1. Create a new pay group.

(N) Setup : Purchasing > Lookup Codes

Code Meaning Description

XXPAY GROUP XXPay Group XXPay Group

2. Switch to the Payables, Vision Operations (USA) responsibility

3. Create a supplier.

(N) Suppliers > Entry

(B) Create Supplier Type = Standard supplier Organization Name = XXIBM Corporation Type = Manufacturing Party Risk Profile = No Risk Allow Tax Applicability = Checked Create Debit Memo from RTS Transaction = Checked Receipt Routing = Standard Receipt Allow Substitute Receipts = Checked Match Approval Level = 3-Way Invoice Match Option = Purchase Order Terms = Immediate Pay Group = XXPay Group Always Take Discount = Checked



Payment Method : Electronic = Checked

4. Create a pay site. 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 option = Checked

5. Assign the San Francisco address to the Vision Operations operating unit.

6. Create a purchasing site. 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

7. Assign the New York address to the Vision Operations operating unit.

8. Create a contact for the pay site. Navigate to (L) Contact Directory (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

9. Create a contact for the purchasing site. (B) Create First Name = Jane Last Name = Doe



Email Address = [email protected] Phone Area Code = 212 Phone Number = 555-7703 Create User Account for this Contact = Checked iSupplier Portal Full Access = Checked

10. Set the Tolerance level for the San Francisco and New York supplier sites to Vision Operations – Tolerance.



Solution - Create a Supplier With Two Sites

Tasks

Responsibility = Purchasing, Vision Operations (USA)

Create a New Pay Group

We will create a new pay group and assign it to your suppliers. The Pay Group will default to new supplier sites you enter and from your supplier sites to all invoices you enter. When we select invoices for payment during this course, you will use your pay group so you select only YOUR invoices for payment!

1. Navigate to the Oracle Purchasing lookups

(N) Setup : Purchasing > Lookup Codes

2. Query the PAY GROUP lookup code (F11) Enter search criteria ‘P%G%’ in the Type field (Ctrl)+(F11)

3. Create a new pay group by inserting your cursor in the bottom of the grid, then clicking (I) Add New Row. Use the information below to create the new pay group:

Code Meaning Description

XXPAY GROUP XXPay Group XXPay Group



4. Save. Close the form to return to the Navigator.

Create a Supplier

5. Switch to the Payables, Vision Operations (USA) responsibility. (I) Black Hat (on toolbar) Responsibility = Payables, Vision Operations (USA)

6. Navigate to the Suppliers page. (N) Suppliers > Entry

7. (B) Create Supplier. Supplier Type = Standard supplier Organization Name = XXIBM Corporation



8. (B) Apply.

9. Navigate to (L) Organization. Type = Manufacturing Party Risk Profile = No Risk

10. (B) Save.



11. Navigate to (L) Tax and Reporting. Allow Tax Applicability = Checked

12. (B) Save.

13. Navigate to (L) Purchasing. Create Debit Memo from RTS Transaction = Checked



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.

14. (B) Save.

15. Navigate to (L) Receiving. Receipt Routing = Standard Receipt

Note: To find Standard Receipt: (I) Search Change the search criteria to Routing Name, not Routing Description. Receipt Routing = Standard Receipt

Match Approval Level = 3-Way Allow Substitute Receipts = Checked



16. (B) Save.

17. Navigate to (L) Invoice Management. Invoice Match Option = Purchase Order Terms = Immediate Pay Group = XXPay Group Always Take Discount = Checked



18. (B) Save.

19. Navigate to (L) Payment Details. Payment Method : Electronic = Checked

20. (B) Save.

Create a Pay Site

21. Navigate to (L) Address Book.

22. (B) Create.



23. 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

Note: This address should be complete as this is the address that will appear on any checks cut to this site!

24. (B) Continue.

Note: If you get a message about the postal code, click (B) Continue to accept the Zip code.

25. Assign the address to the Vision Operations operating unit, enable the Select check box.



26. (B) Apply. This creates the basic supplier site.

27. To update the supplier site attributes, click Manage Sites.

28. (T) Uses. Pay = Checked Primary Pay = Checked



29. (T) Communication. Supplier Notification Method = Print

30. Apply.

Create a Purchasing Site

31. In the Address Book page, click (B) Create.

32. 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!

33. (B) Continue.

34. Assign the address to the Vision Operations operating unit, by enabling the Select check box.

35. (B) Apply. This creates the basic supplier site.

36. To update the New York supplier site attributes, click Manage Sites.



37. (T) Communication. Supplier Notification Method = Print

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.



38. Apply.

Create a Contact for the Pay Site

39. Navigate to (L) Contact Directory.

40. (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

41. In the Addresses for the Contact Region, click (B) Add Another Row.

42. Type 'San Francisco' in the Address Name Field.



43. (B) Apply.

Create a Contact for the Purchasing Site

44. Navigate to (L) Contact Directory.

45. (B) Create. First Name = Jane Last Name = Doe Email Address = [email protected] Phone Area Code = 212 Phone Number = 555-7703 Create User Account for this Contact = Checked iSupplier Portal Full Access = Checked

46. In the Addresses for the Contact Region, click (B) Add Another Row.



47. Type 'New York' in the Address Name Field.

48. (B) Apply.

Set the Supplier Site Tolerance

49. (L) Invoice Management

50. Scroll to the Supplier Sites region.

51. (ST) Invoicing

52. For the New York and San Francisco sites, select Vision Operations – Tolerance from the list of values.

(L) More . . . Search = Vision Operations – Tolerance (B) Go (B) Select

53. (B) Save.

54. Close the form back to the Navigation menu.



Practice - Create a Supplier With Two Sites

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