Audience:
- End Users
- Technical Consultant
Required Prerequisites:
- Working experience with procurement
- Thorough knowledge of Oracle Applications
Suggested Prerequisites:
- R12 Oracle E-Business Suite Essentials for Implementers
Course Objectives:
- Create purchase requisitions
- Create standard, blanket and contract purchase documents
- Understand how to use the Auto-Create window, Create Releases program and the PO
- Create Documents Workflow process to automate document creation
- Create Standard, Express, Cascade receipts, Substitute receipts, Returns and Corrections
- Set up Pay on Receipt
- Define document approval and routing process
- Define document security and access levels
- Understand the Period Close process for Purchasing
- Understand Purchasing administration
- Describe how the Purchasing process fits into the Procure to Pay lifecycle
- Define and maintain suppliers
- Use the Professional Buyer’s Work-center
- Create request for quotations
- Set up and use an approved supplier list and sourcing rules
Course Topics:
Procure To Pay Lifecycle Overview
- Procure to Pay Lifecycle
- Oracle Procure to Pay Process
Procure to Pay Purchasing Overview
- Overview of Purchasing Process
- Integration with other Oracle Applications
Locations, Organizations, Units of Measure and Items
- Enterprise Structure
- Defining Locations
- Inventory Organizations
- Establishing Inventory Parameters
- Units of Measure
- Item Categories
- Item Attributes Defining and Maintaining Items
Suppliers
- Overview of Suppliers
- Supplier Information
- Supplier Site Information
- Managing Suppliers
- Reports
- Financial Options
- Profile Options
RFQs and Quotations
- Request for Quotation Lifecycle
- Creating and Maintaining Requests for Quotation
- Creating a Supplier List
- Quotations Lifecycle
- Creating and Maintaining Quotations
- Reports
- Profile Options
Approved Supplier Lists and Sourcing Rules
- Approved Supplier Lists
- Supplier Statuses
- Supplier-Commodity/Item Attributes
- Sourcing Rules
- Profile Options
Requisitions
- Requisition Lifecycle
- Notifications
- Requisition Structure
- Creating and Maintaining Requisitions
- Supplier Item Catalog
- Requisition Templates
- Reports
- Profile Options
Purchase Orders
- Purchase Order Types
- Purchase Order Components and Record Structure
- Standard Purchase Order Elements
- Contract Purchase Agreements
- Purchase Order Revisions
- Workflow Notifications
- Reports
Automatic Document Creation
- Creating Purchase Documents from Requisitions
- Automatic Release Generation
- Workflow Document Creation
- Profile Options
Receiving
- Receiving Locations
- Receipt Routing
- Receipt Processing Methods
- Receiving Tolerances
- Entering Returns and Corrections
- Overview of Pay on Receipt
- Reports
- Profile Options
Professional Buyer’s Work Center
- Business Benefits of the Buyer’s Work Center
- Requisitions in the Buyer’s Work Center
- Standard Purchase Orders in the Buyer’s Work Center
- Purchase Agreements in the Buyer’s Work Center
- Setup
- Implementation Considerations
Document Security, Routing and Approval
- Document Security and Access Levels
- Document Approval – Jobs and Positions
- Position Approval Hierarchies
- Document Types
- Creating Approval Groups
- Reports
- Workflow
Purchasing Accounting
- Overview of Purchasing Accounting
- Closing the PO Period
- Using foreign currency
- Reports
- Setup options
Setup Steps
- Setting Up Document Sequences
- Setting Up Key Profile Options
- Setting Up Descriptive Flexfields
- Defining Purchase Order Matching and Tax Tolerances
- Defining Approval Groups and Assignments
- Defining Purchasing Options
- Setting Up Sourcing Rules and Assignments
- Performing Additional System Administration