Upload
anchauhan
View
280
Download
4
Embed Size (px)
Citation preview
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!""
8/13/2019 Setups Oracle Purchasing
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!
8/13/2019 Setups Oracle Purchasing
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
8/13/2019 Setups Oracle Purchasing
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>
8/13/2019 Setups Oracle 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
8/13/2019 Setups Oracle Purchasing
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
8/13/2019 Setups Oracle Purchasing
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 $racle Financials!
*ccunting
Future Perid i"it
?
) *ccunts:
ia%ility
??? 0Sundry 8reditors3
) *ccunts:
Prepay"ent
BE 0%d/ance to Suppliers3
) *ccunts:
Future DatedPay"ent
) *ccunts:
Discunt 9aen
) *ccunts: PO
ate Variance )ain
) *ccunts: PO
ate Variance ss
) *ccunts:3xpenses 'learing
) *ccunts:
Biscellaneus
8/13/2019 Setups Oracle Purchasing
8/16
3ncu"%rance
!se eGuisitin 3ncu"%rance1o 0 6f &ant to use then yes3
3ncu"%rance 9ypePurchasing
eser#e at '"pletin1o 0 6f &ant to use then yes3
!se PO 3ncu"%rance 1o 0 6f &ant to use from P$ 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
??
8/13/2019 Setups Oracle Purchasing
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
8/13/2019 Setups Oracle Purchasing
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#%
8/13/2019 Setups Oracle Purchasing
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
8/13/2019 Setups Oracle Purchasing
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
8/13/2019 Setups Oracle Purchasing
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+ $pen Periods
8/13/2019 Setups Oracle Purchasing
14/16
Prfile Value
P$: 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$: Display the %utocreated
8/13/2019 Setups Oracle Purchasing
15/16
Prfile Value
P$: 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
8/13/2019 Setups Oracle Purchasing
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