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Application: Purchasing

Process: Direct Enter a Release Against a Blanket Agreement

Objectives: 1. Manually create a Release against a Blanket Agreement

Prerequisites: 1. An approved Blanket Agreement that is still Open

Table of ontents

Creating a Release against a Blanket Agreement.........................................................................2

Account istri!ution "n#ormation...............................................................................................$

Receiving Controls "n#ormation..................................................................................................%

Blanket Agreement "n#ormation..................................................................................................&

Release Approval.........................................................................................................................'

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reating a Release against a Blanket Agreement

(avigate to) Purchase Or!ers"Releases

*O+ Rev) ,nter the Agreement num!er #rom the -ist o# alues #or Release !eingcreated.Release) Automatically de#aults to Release (um!er Created) Automatically de#aults to today/s date+ !ut can !e changed to any date

in the #uture that the Blanket Agreement is still valid.0upplier) Automatically de#aults to 0upplier in Blanket Agreement0ite) Automatically de#aults to 0ite in Blanket AgreementCurrency) Automatically de#aults to Currency in Blanket AgreementBuyer) Automatically de#aults #rom user log on name. Can !e changed to

another !uyer i# reuired.0tatus) isplays "ncomplete hile the document is !eing created or modi#ied.

A#ter document is completed and saved+ it can !e sent on #or approval.

3otal) 3he total sum o# the release lines amounts.4irmed) Choose 4irmed to #irm your release shipment hen you ant to

indicate to Master 0cheduling5MR*+ or your manu#acturing applicationthat is should not reschedule this release shipment automatically.

Acceptance Reuired) Choose Acceptance Reuired to indicate that you ant the supplier toaccept your release.

ue By) "# an acceptance is reuired+ enter the ue By date #or the supplier to

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return their acceptance.*ay On) Optional(um) Automatically de#aults to num!er.-ine) ,nter the actual line num!er #rom the Blanket Agreement you ish to

release.0hipment)Org) ,nter the 0hip 3o organi6ation.0hip 3o) ,nter the 0hip 3o location.7OM) e#aults to 7OM in Blanket Agreement.8uantity) ,nter the num!er o# items you ant released.*rice) *rice ill de#ault #rom Blanket Agreement.*romise) ,nter a *romised ate 9Optional:.

(eed By) ,nter a date the item is needed !y.Original *romise) e#aults to original promise date i# the *romise ate is changed

9Optional:.Country o# Origin) Optional3a;a!le) Choose this !o; i# item is ta;a!le 9Optional:.3a; Code) ,nter ta; code i# reuired 9Optional:.Charge Account) 3his account ill !e automatically created !ased on the account

generator.

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Receipt Close 3olerance

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3he 0tatus #orm displays the current status o# this shipment line) the uantity originally ordered+received+ cancelled+ and !illed to=date.

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3he "tem #orm de#aults to the item num!er+ description and category #rom the Blanket Agreement.3hese #ields can not !e changed.

Account Distribution #nformation

>ou can update the account distri!ution in#ormation !y clicking on the istri!utions Button.(um) e#aults to seuential num!er.0ource) 4or scheduled releases only+ enter the 0ource 9the planned purchase

order distri!ution you ant to release:.3ype) e#aults to destination in Blanket Agreement+ !ut can !e changed.Reuestor) ,nter the reuestor #or this shipment 9Optional:.eliver=3o) ,nter the destination location #or this shipment 9Optional:.0u!inventory) ,nter the su!inventory destination #or this shipment 9Optional:.8uantity) e#aults to the uantity ordered in this release.Charge) 3he charge account in#ormation is automatically generated !y the

account generator.

Receiving ontrols #nformation

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"# you click on the Receiving ontrols!utton you can see hat controls are in place #or the receipt o#this shipment.

Blanket Agreement #nformation

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"# you choose the AgreementButton+ you can see the details o# the Blanket Agreement you arecreating the release against.

Release Approval

Once you have completed entering all the necessary in#ormation+ !e sure to save your ork.

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Click on the Approve!utton hen the release has !een completed and saved.

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Click on the O$!utton #or the Release to move through the approval ork#lo+ and the status illchange to Approved i# the !lanket purchase order has !een approved.

(ote) R2i does not have an approval hierarchy set up and the ocument 3ypes are de#ined so that thepreparer can approve his on document. "# an approval hierarchy is set up and used you can do the#olloing)

1. 3he completed releases can !e su!mitted to an approver #or approval through a hierarchy.

2. 3he approver can use the Approve ocuments #orm to approve+ #orard+ reserve+ acceptor re?ect su!mitted releases. Be#ore approval+ the release can !e vieed or modi#ied !y theapprover. A re?ected reuest returns to the reuester.

3he 4orard option allos an approver to #orard the selected document aaitingapproval to a ne approver. Optionally a designated administrator can use the ,nter

0ignature Approvals #orm to update the approval status o# documents hen the designatedapprover does not have access to Oracle *urchasing.

@. *urchase Orders returned as not approved can !e modi#ied !y the reuester and re=su!mitted#or approval #rom the Reuisitions #orm. 3he reuestor can also cancel the documentthough the control options in the *urchase Orders 0ummary #orm.

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