Purchasing Setups

7/31/2019 Purchasing Setups

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PURCHASING

P2P CYCLE( Procure To Purchase):

Inventor

Requisition --Manually,WIP,OM,PO Requisitions, External systems, Internal requisitions, I

Procurement, ASCP Or MRP

RFQ (Types RFQS:-Bid RFQs,Standard RFQs,Cateloge RFQ)

Quotation supplier,BID Quotations,Standard Quotations,Catelog Quotations)

Quotation analysis

Purchase ordersupplier,Standard Purchasing Order,Blanking Purchase Agreement, Planned Purchaser

Order)

invoicegoodssupplier

validate

Payment

invoice created by payables

transfer to gl


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unposted journal will be created

Posted

Matching Levels:-

Matching Levels are three types

1)2-way Level : Inventory with Purchasing Order

2)3-Way Level: Inventory with Purchasing Order and Receipts

3)4-way Level : Inventory with Purchasing Order , Receipts and Inspection.

Create Requisitions:-

(N):-Purchasing > Requisition > Requisitions


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Select > Distributions


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Select > Save

Select The Requisitions Number: 14336

Select > Approve


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Select > Ok

Find Requisitions Status :-

(N):-Purchasing > Requisitions > Requisition summary


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Select > Find


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Create RFQS:-

(N):- Purchasing > RFQs andQuotations >RFQs


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Select > Terms


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Select> Save

Select > Shipments


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Select > Suppliers


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Select > Save

Select Number: 310

Create Quotations:-

(N):- Purchasing > RFQs andQuotations > Quotations


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Select > Terms


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Select > Shipments


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Select > Status Active


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If you need author suppliers see last screen

Quote Analysis:-

(N):- Purchasing > RFQs andQuotations >Quote Analysis


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Create Purchase Order:-

(N):- Purchasing > RFQs andQuotations> Quotations.


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Select> Tools > Copy Document


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Select > Ok

Select > Terms


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Select> Shipments


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Select > Receiving Controls


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Select >OK

Select > Distributions


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Select > Save

Select > Purchase Order Number : 6050

Select > Approve


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Select > OK


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Find On-Hand Availability:-

(N):-Inventory > On-Hand Availability >On- Hand Quantity.


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Create Receipts:-

(N):-Purchasing>Receiving>Receipts


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Select > Find


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Select > Save

Select > Header


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Find On-Hand Availability:-

(N):-Inventory > On-Hand Availability >On- Hand Quantity.


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Define Responsibilities:-

(N):-System Administrator > Security> Responsibilities >Define.


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Assign Responsibilities:-

(N):-System Administrator > Security>User>Define


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Required Profile Options for the Purchasing Reasonability:-


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2) HR: Security Profile

(N):-System Administrator > Profile>System


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Select > Find


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3) HR: User Type



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Select > Find


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4) MO: Defaulting Operating Unit



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Select > Find


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5) MO: Operating Unit



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Select > Find


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Select > Save

6) GL: Ledger Name



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Select > Find


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Submit Replicate seed data Program:

(N):-System Administrator>View>Request


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Select> Submit a new Request


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Select > Single Request

Select > OK


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Submit > OK


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Submit Multi-Org Setup Validation Program me

(N):-System Administrator>View>Request


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Select>OK


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Select >OK


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Switch to Purchasing Responsibility:

(N):-File> Switch Responsibility


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Define financials Accounting Setup:-

(N):-Purchasing >Setup> Organizations>Financials options


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Select > Supplier Purchasing


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Select > Use Approval Hierarchical

SELECT > Save

Define Purchasing Setup:-

(N):-Purchasing >Setup> Organizations>Purchasing options


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SELECT > Save

Define HRMS Reasonability :-

(N):-System Administrator > Security> Responsibilities >Define


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Assign HRMS Reasonability to the User:-

(N):-System Administrator > Security>User>Define


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Required Profile Options for the HRMS Reasonability:-

1)HR: Business Group Profile Option



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SELECT > FIND


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SELECT >Save

2) HR : Security Profile Option



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SELECT > FIND


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SELECT >Save

3) HR: User Type Profile Option



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SELCT > FIND


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Purchasing Hierarchy

Purchasing Hierarchy are three types

A) Job Procurement Hierarchy

B) Employee/Supervisor Hierarchy

C) Approval Management Hierarchy

Purchasing Hierarchy Structure:-

JOBPOSTIONEMPLOYEEAPPROVAL GROUPS APPROVAL ASSIGNMENTBUYERSPOSTION

HIERARCHYUSERS


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Define Flexi Fields:-

(N):-Inventory > Setup> Flexi field> Key > Segments

SELECT > Segments


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SELECT > COMPILE

Define Job

(N):- HRMS> Work Structure > Job > Description


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Purchasing Setups

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