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Overview
Unit II : Requisitions
Requisition Templates
Purchase Requisitions.
Internal Requisitions
Managing Buyer Workload
Unit V : Receiving
Advance Shipment Notices (ASNs)
Managing Receipts:Direct, Standard and Inspection
Unordered,Cascade and Express Receipts
Receiving Transactions
Returns
Corrections
Unit I : Supply Base Management
Key Features
Create and rank approved supplier lists by item or commodity
Associate supplier item numbers with internal parts
Prevent purchases from unapproved suppliers
Compare actual volume to target volume by supplier
Assess supplier price, service, and quality performance
Create request for quotations (RFQ) automatically from on-line requisitions
Create Purchase Orders automatically from on-line requisitions
Define custom supplier quotation lists for RFQs
Create supplier quotations automatically from RFQs, or enter them directly
Analyze quotations and decide which should be available to reference on requisitions and purchase
orders (POs)
Access and reference your catalog/quotation information on-line while creating documents
Unit I : Supply Base Management
Supplier information is a vital part of Oracle Purchasing and is used in all components of
procurement, beginning with the requisition request through to the payment for goods or services
received. User need to define a supplier before performing any activities within Oracle Purchasing.
Supplier
Information
Payments
Receipts Returns
Purchase Order
Unit I : Supply Base Management
Supplier sites and Contacts:
User can identify multiple business sites for each supplier and enter specific purchasing details for each
site. In addition, user can identify an unlimited number of contacts for each site.
User can decide to which site or sites the invoices and purchase orders are sent. In addition , user can
designate a site to receive only requests for quotation, until user certify the supplier as a purchasing site.
Supplier
Unit II : Requisitions
Requisition Templates
Purchase Requisitions.
Internal Requisitions
Managing Buyer Workload
Unit V : Receiving
Advance Shipment Notices (ASNs)
Managing Receipts:Direct, Standard and Inspection
Unordered,Cascade and Express Receipts
Receiving Transactions
Returns
Corrections
Unit I : Supply Base Management
Key Features
Create and rank approved supplier lists by item or commodity
Associate supplier item numbers with internal parts
Prevent purchases from unapproved suppliers
Compare actual volume to target volume by supplier
Assess supplier price, service, and quality performance
Create request for quotations (RFQ) automatically from on-line requisitions
Create Purchase Orders automatically from on-line requisitions
Define custom supplier quotation lists for RFQs
Create supplier quotations automatically from RFQs, or enter them directly
Analyze quotations and decide which should be available to reference on requisitions and purchase
orders (POs)
Access and reference your catalog/quotation information on-line while creating documents
Unit I : Supply Base Management
Supplier information is a vital part of Oracle Purchasing and is used in all components of
procurement, beginning with the requisition request through to the payment for goods or services
received. User need to define a supplier before performing any activities within Oracle Purchasing.
Supplier
Information
Payments
Receipts Returns
Purchase Order
Unit I : Supply Base Management
Supplier sites and Contacts:
User can identify multiple business sites for each supplier and enter specific purchasing details for each
site. In addition, user can identify an unlimited number of contacts for each site.
User can decide to which site or sites the invoices and purchase orders are sent. In addition , user can
designate a site to receive only requests for quotation, until user certify the supplier as a purchasing site.
Supplier
Sourcing Rule:
User can define sourcing rules that specify how to replenish items in an organization, such as purchased items
in plants. Sourcing rules can also specify how to replenish all organizations, as when the entire enterprise gets
a subassembly from a particular organization.
Refer to Profile option MRP: Default Sourcing Assignment Set
This profile option indicates which sourcing rules assignment set will be used in Purchasing and Supplier
Scheduling. Therefore, the Assignment Set name user choose for this profile option is the Assignment Set
name should specify when user assign sourcing rules in the Sourcing Rule/Bill of Distribution Assignments
window. This profile option must be set if you are using sourcing rules in Purchasing.
Refer to Profile option MRP: Sourcing Rule Category Set If sourcing rule is used in Purchasing, this
profile needs to be set to the name of the default category set used by Purchasing.
Supplier Item Catalog: The Supplier Item Catalog provides a simple mechanism for locating items
and their source information for the purpose of creating purchase order and requisition lines. You can
open the catalog from an existing requisition or purchase order and add lines to that document.
Alternatively, you can open the catalog from the Navigator and search for item information from there.
Navigation: Requisition/Purchase Orders Windows->click on Catalog button-> click on find
button-> select the appropriate tabbed region (Negotiated sources, Prior Purchases, Sourcing Rule
and Requisition Template.)->Select the down arrow to place the line on to order pad-> Select
Select the Select button to add the order pad lines to the requisition or purchase order from which
you accessed the catalog.
Refer to profile option PO: Default Supplier Item Catalog Option, determines which of these tabbed
regions is the default when the catalog opens from the menu. Attention: The supplier Name and Site, if
Unit I : Supply Base Management
Overview:
Sourcing Rule
Supplier A Supplier B
Internal Requisitions
Internal requisitions provide the mechanism for requesting and transferring material from inventory to
other inventory or expense locations. Oracle Purchasing, Oracle Order Entry, and Oracle Inventory
combine to give a flexible solution for inter-organization and intra-organization requests.
Requisition Template :
Templates automate requisitioning of commonly ordered items like office supplies.
To create a template, user can specify the items individually or they can reference an existing
requisition or purchase order. If user reference an existing document, Purchasing adds all lines on the
document to the template. You can reference multiple documents to add all their lines to the same
template.
After user define a template, user can reference the template in the Supplier Item Catalog. When user
do so, Purchasing displays all template lines that are valid for the destination organization.
Unit II : Requisitions
Requisition Import:
Using Requisition Import, user can import requisitions from other Oracle Applications or from non Oracle
systems. Requisition Import lets user integrate Purchasing with new or existing applications.
Master Scheduling/MRP, Work In Process, Order Management, and Inventory all provide requisition
information to the requisition interface table from which Requisition Import creates requisitions.
Unit II : Requisitions
Oracle Modules
Requisition Pool
Unit III: RFQ & Quotations
Request For Quotation and Quotation :
Purchasing provides user with request for quotation (RFQ), and quotation features to handle sourcing
needs. User can create an RFQ from requisitions, match supplier quotations to user RFQ, and
automatically copy quotation information to purchase orders.
Purchasing provides complete reporting to control your requests for quotations and evaluate supplier
responses.
Identify requisitions that require supplier quotations and automatically create a request for quotation.
Quotation :
Use the Quotations window to: Enter and edit quotations, Review and edit quotations you
copied from RFQs.
Supplier C
Q
Manually enter
quotation
Copy document
from RFQ window
to create quotation
Navigation:
RFQs and Quotations->Quotations
RFQs and Quotations->Quotation analysis
Unit IV: Purchase Orders
Key Features:
Auto Create POs from on-line requisitions.
Consolidate and centralize purchase requirements from multiple warehouses, plants, or
locations.
Create POs in any currency.
Create standard purchase orders and blanket purchase agreements from both on-line and paper
requisitions.
Source a single requisition line from two or more suppliers
Define purchasing contracts and reference them on Pos.
Check funds availability while creating purchase orders so user always know how their
planned expenses compare with budget
Build account distributions automatically.
Create POs for different types of items including services and one-time purchases.
Provide multiple shipment schedules per PO line.
Access sourcing and inventory information on-line while building Pos.
Review the status and history of purchase orders at any time for all the information user need.
Freeze, cancel, or final close POs to control future transactions.
Record supplier acceptances.
Unit IV: Purchase Orders
Standard Purchase Orders:
User can create standard purchase orders for one-time purchases of items or services from a supplier. Each
standard purchase order can have multiple lines. Each purchase order line can have multiple shipments
distributed across multiple accounts. User can reference contract purchase agreement numbers on the lines
of standard purchase order.
Copy document
from Quotation
window to create
Purchase Order
Approved
requisitions
Key Features:
Use routing controls to enforce material movement through receiving; for example, User can require
inspection for some items and dock-to-stock receipt for others
Control the quantity of items user receive, the acceptable delivery window, and acceptable receipt
location with tolerances that user specify
Optionally require blind receiving.
Receive individual shipments or all items with a few keystrokes.
Inspect items and evaluate supplier quality performance.
Specify two, three, or four-way matching.
Record receipt of unordered items based on user item, supplier, or organization defaults; for example, if
user organization does not allow receipt of unordered items, user can prevent entry of a receipt unless it
is matched to an order shipment
Record receipt of substitute items based on user order, item, supplier, or organization defaults
Return items to the supplying supplier
Correct receiving transaction errors
Unit V: Receiving
Return Material Authorizations (RMAs)
User can use Purchasing receiving functionality to receive goods returned by their customers. These are
goods for which a sales order in Oracle Order Management was created. If the customer wishes to
return the goods, the sales representative creates a return material authorization (RMA) authorizing the
return. When the return arrives at user receiving dock, user can create a receipt against the RMA as
other receipt, inspect the return, return the repaired goods to the customer, and make receiving
corrections.
Receiving Locations
Receiving locations are designated areas in which user temporarily store items before deliver them to
their final destinations. Receiving dock and the area in which items are inspected are receiving
locations. Receiving locations are not required when the routing is Direct Receipt,
Unit V: Receiving
Unordered Receipts
User can receive items from a supplier when they do not have a corresponding purchase order. User can
also receive returned items from a customer that were issued on a sales order in Order management and
do not have RMA. First receive the items as Unordered Receipts in the Receipts window. User can
create a new receipt or add to an existing receipt for the supplier or customer who shipped the
unexpected items. Then perform a standard receipt for the unordered item shipment quantity.
Then use the Match Unordered Receipts window to specify the purchase order or RMA number,
release, line, and shipment schedule to which user want to match the unordered receipt.
Types of Receiving
Manual receipt
One line at a time
Express receipt
Multiple lines at one time
Per supplier
Sourcing Rule:
User can define sourcing rules that specify how to replenish items in an organization, such as purchased items
in plants. Sourcing rules can also specify how to replenish all organizations, as when the entire enterprise gets
a subassembly from a particular organization.
Refer to Profile option MRP: Default Sourcing Assignment Set
This profile option indicates which sourcing rules assignment set will be used in Purchasing and Supplier
Scheduling. Therefore, the Assignment Set name user choose for this profile option is the Assignment Set
name should specify when user assign sourcing rules in the Sourcing Rule/Bill of Distribution Assignments
window. This profile option must be set if you are using sourcing rules in Purchasing.
Refer to Profile option MRP: Sourcing Rule Category Set If sourcing rule is used in Purchasing, this
profile needs to be set to the name of the default category set used by Purchasing.
Supplier Item Catalog: The Supplier Item Catalog provides a simple mechanism for locating items
and their source information for the purpose of creating purchase order and requisition lines. You can
open the catalog from an existing requisition or purchase order and add lines to that document.
Alternatively, you can open the catalog from the Navigator and search for item information from there.
Navigation: Requisition/Purchase Orders Windows->click on Catalog button-> click on find
button-> select the appropriate tabbed region (Negotiated sources, Prior Purchases, Sourcing Rule
and Requisition Template.)->Select the down arrow to place the line on to order pad-> Select
Select the Select button to add the order pad lines to the requisition or purchase order from which
you accessed the catalog.
Refer to profile option PO: Default Supplier Item Catalog Option, determines which of these tabbed
regions is the default when the catalog opens from the menu. Attention: The supplier Name and Site, if
Unit I : Supply Base Management
Overview:
Sourcing Rule
Supplier A Supplier B
Internal Requisitions
Internal requisitions provide the mechanism for requesting and transferring material from inventory to
other inventory or expense locations. Oracle Purchasing, Oracle Order Entry, and Oracle Inventory
combine to give a flexible solution for inter-organization and intra-organization requests.
Requisition Template :
Templates automate requisitioning of commonly ordered items like office supplies.
To create a template, user can specify the items individually or they can reference an existing
requisition or purchase order. If user reference an existing document, Purchasing adds all lines on the
document to the template. You can reference multiple documents to add all their lines to the same
template.
After user define a template, user can reference the template in the Supplier Item Catalog. When user
do so, Purchasing displays all template lines that are valid for the destination organization.
Unit II : Requisitions
Requisition Import:
Using Requisition Import, user can import requisitions from other Oracle Applications or from non Oracle
systems. Requisition Import lets user integrate Purchasing with new or existing applications.
Master Scheduling/MRP, Work In Process, Order Management, and Inventory all provide requisition
information to the requisition interface table from which Requisition Import creates requisitions.
Unit II : Requisitions
Oracle Modules
Requisition Pool
Unit III: RFQ & Quotations
Request For Quotation and Quotation :
Purchasing provides user with request for quotation (RFQ), and quotation features to handle sourcing
needs. User can create an RFQ from requisitions, match supplier quotations to user RFQ, and
automatically copy quotation information to purchase orders.
Purchasing provides complete reporting to control your requests for quotations and evaluate supplier
responses.
Identify requisitions that require supplier quotations and automatically create a request for quotation.
Quotation :
Use the Quotations window to: Enter and edit quotations, Review and edit quotations you
copied from RFQs.
Supplier C
Q
Manually enter
quotation
Copy document
from RFQ window
to create quotation
Navigation:
RFQs and Quotations->Quotations
RFQs and Quotations->Quotation analysis
Unit IV: Purchase Orders
Key Features:
Auto Create POs from on-line requisitions.
Consolidate and centralize purchase requirements from multiple warehouses, plants, or
locations.
Create POs in any currency.
Create standard purchase orders and blanket purchase agreements from both on-line and paper
requisitions.
Source a single requisition line from two or more suppliers
Define purchasing contracts and reference them on Pos.
Check funds availability while creating purchase orders so user always know how their
planned expenses compare with budget
Build account distributions automatically.
Create POs for different types of items including services and one-time purchases.
Provide multiple shipment schedules per PO line.
Access sourcing and inventory information on-line while building Pos.
Review the status and history of purchase orders at any time for all the information user need.
Freeze, cancel, or final close POs to control future transactions.
Record supplier acceptances.
Unit IV: Purchase Orders
Standard Purchase Orders:
User can create standard purchase orders for one-time purchases of items or services from a supplier. Each
standard purchase order can have multiple lines. Each purchase order line can have multiple shipments
distributed across multiple accounts. User can reference contract purchase agreement numbers on the lines
of standard purchase order.
Copy document
from Quotation
window to create
Purchase Order
Approved
requisitions
Key Features:
Use routing controls to enforce material movement through receiving; for example, User can require
inspection for some items and dock-to-stock receipt for others
Control the quantity of items user receive, the acceptable delivery window, and acceptable receipt
location with tolerances that user specify
Optionally require blind receiving.
Receive individual shipments or all items with a few keystrokes.
Inspect items and evaluate supplier quality performance.
Specify two, three, or four-way matching.
Record receipt of unordered items based on user item, supplier, or organization defaults; for example, if
user organization does not allow receipt of unordered items, user can prevent entry of a receipt unless it
is matched to an order shipment
Record receipt of substitute items based on user order, item, supplier, or organization defaults
Return items to the supplying supplier
Correct receiving transaction errors
Unit V: Receiving
Return Material Authorizations (RMAs)
User can use Purchasing receiving functionality to receive goods returned by their customers. These are
goods for which a sales order in Oracle Order Management was created. If the customer wishes to
return the goods, the sales representative creates a return material authorization (RMA) authorizing the
return. When the return arrives at user receiving dock, user can create a receipt against the RMA as
other receipt, inspect the return, return the repaired goods to the customer, and make receiving
corrections.
Receiving Locations
Receiving locations are designated areas in which user temporarily store items before deliver them to
their final destinations. Receiving dock and the area in which items are inspected are receiving
locations. Receiving locations are not required when the routing is Direct Receipt,
Unit V: Receiving
Unordered Receipts
User can receive items from a supplier when they do not have a corresponding purchase order. User can
also receive returned items from a customer that were issued on a sales order in Order management and
do not have RMA. First receive the items as Unordered Receipts in the Receipts window. User can
create a new receipt or add to an existing receipt for the supplier or customer who shipped the
unexpected items. Then perform a standard receipt for the unordered item shipment quantity.
Then use the Match Unordered Receipts window to specify the purchase order or RMA number,
release, line, and shipment schedule to which user want to match the unordered receipt.
Types of Receiving
Manual receipt
One line at a time
Express receipt
Multiple lines at one time
Per supplier