Oracle Purchasing Release 11i
Presentation byOracle Applications Center of ExcellenceTata Consultancy Services, Kolkata
AgendaAgenda
OverviewKey FeaturesBusiness Process Flow at a glanceInteraction with other modulesSet upDetail Process FlowsReports
Overview
A Complete procurement solution that helps to Process
• Requisitions • RFQs,Quotations• Purchase orders• Receipts
Key Features
• Streamlined Operations• Reduced Paper Flow• Greater Productivity• Flexible Receiving• Document Approval and Security• Supply Base Management
Streamlined Operations
• Simplifies routine transactions
• Reduced administrative costs
• Procurement staff has more time for strategic tasks
• Centralized purchasing operations
Reduced Paper Flow
On-line access reduces paper shuffling.
Requestors can create requisitions on-line
PO’s can be created in one simple step
Approval routing
Pricing and source information
Automatic accounts
Greater Productivity
Requisition Templates
Auto Create
External system or MRP/Master Scheduling, Oracle inventory can trigger Purchase order
Flexible Receiving
Dock-to-stock receipt and inspection tracking.
Express/Blind Receive supplier shipments
Inventory transfers
On-line inquiries and reports
Tool to quickly resolve problem receipts.
Document Approval and Security
On-line approval
Security options
Approval authorisation can be enforced
Approval limits can be specified .
Supply Base Management
Supplier reports
Approved supplier list
RFQ for a supplier list
Quotation Analysis
Business Process Flow at a glance
Requisition PurchaseDepartment
Division/Stores
Suppliers
Request for Quotation
QuotationPurchase order
Material/Service
Interaction with Other Modules
Oracle Cost Management
Oracle Purchasing
Oracle WIP
Oracle Inventory
Oracle Master Scheduling(MRP)
Oracle Bills of Materials
Oracle Payables
Oracle Order Entry
Oracle Human Resource
Oracle Project Accounting
Oracle General Ledger
Oracle Supplier Scheduling
Defining LocationsUse the Locations window to define ship–to, receiving, and otherlocation information for Purchasing documents.
Defining BuyersUse the Buyers window to define and maintain your buyers. Buyerscan review all requisitions using the Requisitions window, and onlybuyers can enter and auto-create purchasing documents.
Assigning Approval GroupsUse the Assign Approval Groups window to assign approval groupsand approval functions to positions or jobs.
Defining Purchasing OptionsUse the Purchasing Options window to define default values andcontrols for functions throughout Purchasing.
Defining Default Options
Defining Receiving OptionsUse the Receiving Options window to define options that governreceipts in your system. Most of the options that you set here can beoverridden for specific suppliers, items, and purchase orders.
Requisition Template
Use requisition templates to simplify the process of requisitioning frequently requested items
Requisition Template
Requisitions
Defining UN NumbersUnited Nations identification numbers for hazardous materials You can•Associate a hazard class with multiple identification numbers •Assign an identification number and a hazard class to each item
Purchasing Look up codesA lookup category is called a lookup typeThe allowable values for the lookup type are called lookup codes
Defining Quality Inspection Codesuse these inspection codes when you receive and inspect the items you ordered.
Line Types Purchases are classified using
-Quantity
-Amount
-Outside Processing
• When you enter a line on a purchasing document and choose a line type, Purchasing automatically displays the default information that you define here for the line type.
• Line types let you distinguish between quantity and amount based line items.
• You use quantity based line items when you know the quantity
and price of the line you are ordering.
Controlling Purchasing Periods•Control the purchasing periods defined in the Accounting Calendar window •Create journal entries in the general ledger system
Requisition Import
Open Requisition Interface table
Oracle MRP
Oracle Inventory
Oracle WIP
Requisition
- Purchase
- Internal
Oracle Purchasing
Requisitions outside of Purchasing
Oracle Purchasing
Oracle MRP
Oracle Inventory
Oracle WIP
Requisitions
- Purchase
- Internal
External System
Oracle Master Scheduling/MRP Processes MRP
PlanningPopulate requisition open interface
Run requisition Import
Run requisition Schedule
Create Purchase requisition
Create Internal requisition
Create Purchase Order
To Oracle Order Entry Process
(Create Internal Order)
(Run Order Import)
Run request schedule
Reschedule Purchase requisition
Create Purchase Order
Oracle Purchasing Processes
Oracle Inventory ProcessesReorder point
planningMin-Max Planning
Sub-inventory replenishment
Populate Requisition Open Interface
Run Requisition Import
Create Purchase Requisition
Create Purchase Order
Create Internal requisition
To Oracle Order Entry Process
(Create Internal Order)
(Run Order Import)
Oracle Purchasing Process
Requisition Import ProcessCreate new requisitions in Oracle Purchasing by
importing requisition details from requisition open interface
Validate requisition details and derive additional information
Group and number validated requisition lines
Delete all successfully processed rows
Create a requisition supply for all successfully processed approved requisitions
Requisition Import ValidationRequisition Import derives requisition details if they are not already provided
Item Master
Distribution
Supplier
Requisition Detail
Reports
•Accrual Reconciliation Report
•Accrual Write-Off Reports
•Advance Shipment Notice Discrepant Receipt Report
•Back ordered internal requisitions report
•Blanket and planned PO status report
•Buyers Listing
•Buyer’s requisitions action required report
•Cancelled purchase orders report
•Cancelled requisitions report
•Contract status report
Reports
•Country of origin report (by Item)
•Country of origin report (by Supplier)
•Encumbrance detail report
•Expected receipts report
•Internal requisitions status report
•Internal requisitions/deliveries discrepancies report
•Invoice price variance report
•Invoice price variance by supplier report
•Item details listing
•Item Summary listing
Reports•Location listing
•Matching holds by buyer report
•New supplier letter report
•Open purchase orders report(by Buyer)
•Open purchase orders report(by Cost Center)
•Overdue supplier shipments report
•Overshipments report
•Printed change order report
•Printed purchase order report
•Printed RFQ report
•Printed requisitions report