Setups Oracle Purchasing

8/13/2019 Setups Oracle Purchasing

1/16

1.0 Key Flexfield/PO: Define Value Sets

Purchasing>Setup>Flexfields>Validatin>SetsDescription: !se this fr" t define #alid #alues fr the $%& Psitin and PO 'ategry Flexfield.

(.0 Key Flexfield /PO: Define Flexfield Seg"ents

Purchasing>Setup>Flexfields>Key>Seg"ents

Description: !se this fr" t define the structure f yur $%& Psitin& )rade& 'st *llcatin& Peple )rup& Syste"

+te"s& PO 'ategry ,+te" 'ategry- & +te" 'atalg& *ccunt *lias& Sales Order and Stc catrs Flexfield.

.0 Key Flexfield /PO: Define Flexfield Seg"ent Values Purchasing>Setup>Flexfields>Key>Values

Descriptin: Use this form to define the Segment Values of the Job and Position

!" Personnel#P$: Define JobsPurchasing>Setup>Persnnel>$%s

Descriptin: Use this form to define Jobs!

.0 Persnnel/PO: Define PsitinsPurchasing>Setup>Persnnel>Psitins

Descriptin: Use this form to define Positions!

2.0 Persnnel/PO: Define 3"plyees Purchasing>Setup>Persnnel>3"plyees

Descriptin: Use this form to define employees only if you use your $racle Purchasing %pplication &ithout $racle '()S!

4.0 Persnnel/PO: *ssign 3"plyeesPurchasing>Setup>Persnnel>3"plyeesDescriptin: *in+ing ,mployee to Position- Job- $rgani.ation and *ocation

5.0 Purchasing *ppr#al/PO: Psitin 6ierarchy Purchasing>Setup>Persnnel>Psitin 6ierarchyDescriptin: Use this form to set up your Personnel Position 'ierarchy! $racle Purchasing application uses these position

hierarchies to determine appro/al and for&arding paths for your documents along &ith the document access controls assigned &ith

the /arious positions! 01ot (e2uired if using ,mployee Super/isor (elationship3

7.0 Purchasing *ppr#al/PO: Define *ppr#al )rupsPurchasing>Setup>*ppr#als>)rups

Descriptin: Use this form to define and maintain %ppro/al 4roups for use by $racle Purchasing!

O%8ect 9ype *"unt i"it Value 6igh Value +nacti#e Date

Document

5otal- %ccount(ange

6nclude 777777777777

777777777777777777777!""


2/16

10.0 Purchasing *ppr#al/PO: *ssign *ppr#al )rups Purchasing>Setup>%ppro/als>%ppro/al %ssignments

Descriptin:Use this form to assign %ppro/al 4roups for use by $racle Purchasing! For each position in your organi.ation- youassign specific %ppro/al#8ontrol groups to indi/idual document types! ,mployees &ho are assigned to positions ac2uire the

authori.ation limits assigned to the respecti/e position!

Psitin *ppr#al *ssign"ent

Dcu"ent 9ype *ppr#al

)rup

3ffecti#e Fr"

%**!P(,S6D,15 %ppro/e 9lan+et Purchase%greements

S()4(4($UP

%ppro/e 9lan+et (eleases S()4(

4($UP

11.0 Persnnel/PO: *ssign 3"plyee t the !ser Syste" *d"inistratr>!serDescriptin: *in+ing ,mployee to User *ogin! *ssign the e"plyee t the user in the ;Syste" *d"inistratr !ser= fr"

s that the user can create Purchasing dcu"ents and in#l#e in the appr#al hierarchy fr appr#ing the dcu"ents.

1(.0 Persnnel/PO: Fill 3"plyee 6ierarchy Purchasing>eprts>un>Fill 3"plyee 6ierarchy

Descriptin: *in+ing ,mployee to Position- Job- $rgani.ation and *ocation

Fill ,mployee (eport (un this report to compile the Position %ppro/al 'ierarchy! %ny change to the

'ierarchy is ineffecti/e until and unless this report is not run!


3/16

1.0 Purchasing *ppr#al/PO: Define Dcu"ent 9ypes Purchasing>Setup>Purchasing>Document 5ypes

Descriptin: Use this form to define and change Document 5ypes used in purchasing!9 %e dne after purchasing ptins

1.( Dcu"ent @ Standard Purchase Order

9ype Su%type ?a"e Autatin 'lass

Purchase $rder Standard StandardPurchase

$rder

*ttri%utes < Standard Purchase Order

Oner 'an *ppr#ees

Security e#elPublic

*ppr#er 'an Bdifyes

*ccess e#elFull

'an 'hange Frard

< 9

esFrard Bethd

'ierarchy

'an 'hange Frard

< Fr"

1o*rchi#e On

%ppro/e

'an 'hange *ppr#al6ierarchy

1oDefault 6ierarchy

Flex P$;(,< 'ierarchy

Disa%le *ppr#al CrflP$ %ppro/al

Crfl Startup PrcessP$ %ppro/al 5op Process

*utcreate Crfl

*utcreate Crfl Startup

Prcess


4/16

1.0 ups& 'lasses& and Euyers/PO: Define Purchasing ups

Purchasing>Setup>Purchasing>up 'desDescriptin: Use this form to define certain *oo+up 8odes in $racle Purchasing!

up 'des

9ype 'de Descriptin +nacti#e Date

F$986F

8ost including Freight =6nsurance

F(,64'5 5,()S %6( %6(

V,1D$( 5P, 8$);%4,15 8ommission %gent

5% %U5'$(65 5% %U5'$(65

5DS %U5'$(656,S 5DS %uthorities

V%5 %U5'$(656,S V%5 %U5'$(656,S

?@!" Purchasing>Setup>Purchasing>


5/16

e#el

'ntrl

Price 9lerance

,H-

1U**3nfrce Price

tlerance

1ot ,nabled

Price 9lerance*"unt

1U**3nfrce Price9lerance *"unt

1ot ,nabled

3nfrce Full t

Auantity

1oneDisplay Dispsitin

Bessages

1ot ,nabled

eceipt 'lse PintDeli/ered

?tify if Elanet PO3xists

es

'ancel eGuisitins

1e/er

*ll +te"Descriptin !pdate

es

PO Output Fr"at5,5

3nfrce Euyer?a"e

es

SE+ Euying

'"pany +dentifier

3nfrce Vendr

6ld

es

eceipt *ccunting

*ccrue 3xpense +te"s

%t (eceipt

*ccrue +n#entry +te"s%t (eceipt

3xpense *P *ccrual *ccunt7B""?

*ccrual *ccunt Descriptin(eceipt Distribution


6/16

?u"%ering

3ntry 9ype ?ext ?u"%er

FA ?u"%er%utomatic 1umeric ?""""

Autatin ?u"%er%utomatic 1umeric ?""""

PO ?u"%er%utomatic 1umeric ?""""

eGuisitin ?u"%er%utomatic 1umeric ?""""

9ax Defaults

3na%led Default Fr" 6ierachy

? Ship


7/16

14.0 *P: Define Financial Optins ,can %e dne in *P as ell as Purchasing-

Purchasing>Setup>Organisatins>Financials OptinsDescriptin: Use this form to define the options and defaults you use throughout $racle %pplications! ou can define defaults in

this form to simplify /endor entry- in/oice entry- and automatic payments!

Financial Optins

Use this region to select your defaults for $racle Financials!

*ccunting

Future Perid i"it

?

) *ccunts:

ia%ility

??? 0Sundry 8reditors3

) *ccunts:

Prepay"ent

BE 0%d/ance to Suppliers3

) *ccunts:

Future DatedPay"ent

) *ccunts:

Discunt 9aen

) *ccunts: PO

ate Variance )ain

) *ccunts: PO

ate Variance ss

) *ccunts:3xpenses 'learing

) *ccunts:

Biscellaneus


8/16

3ncu"%rance

!se eGuisitin 3ncu"%rance1o 0 6f &ant to use then yes3

3ncu"%rance 9ypePurchasing

eser#e at '"pletin1o 0 6f &ant to use then yes3

!se PO 3ncu"%rance 1o 0 6f &ant to use from P$ le/el then yes as this point3

PO 3ncu"%rance 9ype

+n#ice 3ncu"%rance 9ype

6u"an esurces

Use this region to enter the options and defaults- such as numbering method- for entering employee information in $racle Payables!

Eusiness )rupSetup 9usiness 4roup

3xpense 'hec*ddress ,Piclist-

$ffice

!se *ppr#al

6ierarchies

Ies ,? in Cins"e - , 3"plyee Super#isr elatinship %eing used-

3"plyee ?u"%er

Bethd%utomatic

?ext *ut"atic

?u"%er

??


9/16

Supplier < Paya%les

Use this region to enter the in/oice payment options and defaults that $racle Payables assigns to the /endors you enter!

Pay"ent 9er"s" Days

Pay"ent Bethd88hec+

eceipt *cceptance

Days

1#%

*lays 9aeDiscunt

1o

Pay *lne1o

Supplier < PurchasingUse this region to enter defaults that $racle Purchasing assigns to the purchasing documents you enter!

Ship 9 catin?"?

Eill 9 catin?"?

+n#entry

OrganiatinI+B :+te" Baster Org

FOE

Ship Via

Freight 9er"s


10/16

Supplier 3ntry

Use this region to determine the /endor options you use in $racle Payables and to define defaults that $racle Payables assigns to the/endors you enter!

FA Only Site1o

6ld !n"atched

+n#ices

1o

Supplier ?u"%er

3ntry%utomatic

9ype%lphanumeric

?ext *ut"atic

?u"%er?

9ax

Default 9ax 'de

1#%

V*9 egistratin @ Be"%er State1#%

V*9 egistratin ?u"%er1#%

3na%le ec#era%le 9ax1o

Default ec#ery ate1#%

'ash Easis 3ncu"%rance1#%

'alculatin ules @ unding ule1earest

'alculatin ules < Precisin1#%

'alculatin ules @ Bin *ccunta%le!nit

1#%


11/16

15.0 Euyers/PO: Define Euyers

Purchasing>Setup>Persnnel>Euyers

Descriptin: Use this form to define and maintain your 9uyers! 9uyers can re/ie& all re2uisitions using the Vie& (e2uisitions

form!

Euyers

Euyer 'ategry Ship


12/16

17.0 Dcu"ent 'ntrls/PO: Define ine 9ypes

Purchasing>Setup>Purchasing>ine 9ypes

Descriptin: Use this form to update and define *ine 5ypes!

ine 9ypes

?a"e Descriptin Value

Easis

'ategry eceipt

eGuired

!OB Price Outside

Prcessi

ng

+nacti#e

Date

4oods 4oods


13/16

(0.0 Open Purchasing *ccunting Perid

Setup > Financials > *ccunting > 'ntrl Purchasing Perids

Descriptin: Use this form to $penG the purchasing period!

B?!" Profile $ptions

Syste" *d"inistratin>Prfile>Syste"

Descriptin: Setting up of Profile $ptions determines the beha/ior of a module for a particular application- responsibility- user etc!

Follo&ing /alues are set for profile options at the site le/el:

Prfile Value

P$: %llo& %uto;generate Sourcing (ules

P$: %llo& %utocreation of $racle Sourcing Documents

P$: %llo& 9uyer $/erride in %uto8reate Find ,S

P$: %llo& 8ategory $/erride in %uto8reate Find ,S

P$: %llo& (ate $/erride For User (ate 5ype ,S

P$: %llo& (e2uisition %ppro/al For&ard %ction ,S

P$: %rchi/e 8atalog on %ppro/al

P$: %uto8reate 4* Date $ption

P$: %utomatic Document Source

P$: 8hange Supplier Site ,S

P$: *egal (e2uisition 5ype 9$5'

P$: 8hec+ $pen Periods


14/16

Prfile Value

P$: 8on/ert (e2uisition U$) to Source Document U$)

P$: 8reate %S91 in/oices using %P interface tables

P$: 8ustom )easure Precedence

P$: Default Supplier 6tem 8atalog $ption 1egotiated Sources

P$: Display V)6 Carning

P$: Display the %utocreated Document 1$

P$: Display the %utocreated


15/16

Prfile Value

P$: Secondary ,mail address

P$: Set Debug 8oncurrent $1 1$

P$: Set Debug Cor+flo& $1 1$

P$: Supplier Pricing )ethod

P$: 5erms and 8onditions Filename

P$: Use 1eed;by Date for Default %utocreate 4rouping

P$: Use P;8ards in Purchasing

P$: Use (e2uisition *ine 1umbers on %utocreated Purchase$rder *ines

,S

P$: Carn if (F< (e2uired 9efore %uto8reate

P$: Crite Ser/er $utput to File

P$: ,nable S2l 5race for (ecei/ing 1$

P$: $/erride Funds (eser/ation

P$: Cor+flo& Processing )ode $nline

P$%: 8alculate Sa/ings in Source ,S

P$%: 8alculate 5arget Price in Source ,S

(8V: %llo& (outing $/erride

(8V: Debug )ode 1$

(8V: Default 6nclude 8losed P$ $ption 1$

(8V: Fail %ll %S1 *ines if $ne *ine Fails


16/16

Prfile Value

(8V: Print (eceipt 5ra/eler

(8V: Processing )ode $nline

Oracle *pplicatin Banager > Crfl

Banager >Ser#ice '"pnents >Vie status f ?tificatin Bailer as ;unning=

. Scheduled 'ncurrent Prgra"s

1. ecei#ing 9ransactin Prcessr

(. Send ?tificatins fr Purchasing Dcu"ents

P!'6*S+?) DFFS

Define Descripti/e Flex Field for P$ 'eaders

Setup > Flexfields > Descriptive > Segments

%pplication : Purchasing

5itle : P$ 'eaders5itle : (e2uisition 'eaders

Setups Oracle Purchasing

Documents

Transcript of Setups Oracle Purchasing