oracle ebs purchasing v1.0-ix

TCS Internal

Oracle Purchasing Module - Part 9Oracle Purchasing Module - Part 9 Release 11.5.10Release 11.5.10

April 28, 2023TCS Internal

Agenda - Setup StepsAgenda - Setup Steps

A position is a job within an organization. Positions are generally used A position is a job within an organization. Positions are generally used where roles are fixed within a single organization.where roles are fixed within a single organization.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Personnel >> Function Path: India Local Purchasing >> Setup >> Personnel >> PositionPosition

PositionPosition



We can structure positions into hierarchies to show detailed position We can structure positions into hierarchies to show detailed position reporting structures. We can also use position hierarchies to define reporting structures. We can also use position hierarchies to define security profile groups within the enterprise or to define career security profile groups within the enterprise or to define career progression paths for positions.progression paths for positions.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Personnel >> Function Path: India Local Purchasing >> Setup >> Personnel >> Position HierarchyPosition Hierarchy

Position HierarchyPosition Hierarchy



We use the We use the ‘‘BuyersBuyers’’ window to define and maintain buyers. Buyers can window to define and maintain buyers. Buyers can review all requisitions using the Requisitions window, and only buyers review all requisitions using the Requisitions window, and only buyers can enter and autocreate purchasing documents.can enter and autocreate purchasing documents.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Personnel >> BuyersFunction Path: India Local Purchasing >> Setup >> Personnel >> Buyers

BuyersBuyers



Once we have defined an approval group, we can then use it to assign Once we have defined an approval group, we can then use it to assign approval functions to jobs or positions in the approval functions to jobs or positions in the ‘‘Approval AssignmentsApproval Assignments’’ window.window.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Approvals >> Function Path: India Local Purchasing >> Setup >> Approvals >> Approval GroupsApproval Groups

Approval GroupsApproval Groups



‘‘Assign Approval GroupsAssign Approval Groups’’ window is used to assign approval groups and window is used to assign approval groups and approval functions to positions or jobs. If we are using approval approval functions to positions or jobs. If we are using approval hierarchies, we must first use the hierarchies, we must first use the ‘‘Approval GroupsApproval Groups’’ window to establish window to establish rules for the approval groups. Then we can assign approval groups to rules for the approval groups. Then we can assign approval groups to positions in this window. When we are not using approval hierarchies, we positions in this window. When we are not using approval hierarchies, we can use this window to assign approval groups and approval functions to can use this window to assign approval groups and approval functions to jobs within the organization. jobs within the organization. Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Approvals >> Function Path: India Local Purchasing >> Setup >> Approvals >> Approval GroupsApproval Groups

Assigning Approval GroupsAssigning Approval Groups



Purchasing lets us create journal entries only for transactions we enter in Purchasing lets us create journal entries only for transactions we enter in an open purchasing period.an open purchasing period.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Financials >> Function Path: India Local Purchasing >> Setup >> Financials >> Accounting >> Control Purchasing PeriodsAccounting >> Control Purchasing Periods

Control Purchasing PeriodControl Purchasing Period



‘‘Requisition TemplateRequisition Template’’ is the template which is used to create is the template which is used to create requisitions more easily.requisitions more easily.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Purchasing >> Function Path: India Local Purchasing >> Setup >> Purchasing >> Requisition TemplatesRequisition Templates

Requisition TemplatesRequisition Templates



Use this window to define codes for different classes of hazardous Use this window to define codes for different classes of hazardous materials. You provide the class name, description, and the date after materials. You provide the class name, description, and the date after which the class is no longer active.which the class is no longer active.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Purchasing >> Function Path: India Local Purchasing >> Setup >> Purchasing >> Hazard ClassesHazard Classes

Hazard ClassesHazard Classes



Use this window to define United Nations identification numbers for Use this window to define United Nations identification numbers for hazardous materials. We can associate a hazard class with multiple hazardous materials. We can associate a hazard class with multiple identification numbers.identification numbers.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Purchasing >> UN Function Path: India Local Purchasing >> Setup >> Purchasing >> UN NumbersNumbers

UN NumbersUN Numbers



Purchasing uses lookup codes to define lists of values throughout the Purchasing uses lookup codes to define lists of values throughout the system. A lookup category is called a lookup type and the allowable system. A lookup category is called a lookup type and the allowable values for the lookup type are called lookup codes. We can add our own values for the lookup type are called lookup codes. We can add our own codes to those initially provided for some of the lookup types, depending codes to those initially provided for some of the lookup types, depending on our Access Level.on our Access Level.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Purchasing >> UN Function Path: India Local Purchasing >> Setup >> Purchasing >> UN NumbersNumbers

Purchasing LookupsPurchasing Lookups



Use the Quality Inspection Codes window to define and update inspection Use the Quality Inspection Codes window to define and update inspection codes. We can define as many codes for inspection as we want.codes. We can define as many codes for inspection as we want.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Purchasing >> Function Path: India Local Purchasing >> Setup >> Purchasing >> Quality Inspection CodesQuality Inspection Codes

Quality Inspection CodesQuality Inspection Codes



Oracle Purchasing provides the line type feature so that we can clearly Oracle Purchasing provides the line type feature so that we can clearly differentiate orders for goods from those for services or outside differentiate orders for goods from those for services or outside processing. processing. Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Purchasing >> Line Function Path: India Local Purchasing >> Setup >> Purchasing >> Line TypesTypes

Line TypesLine Types



Use the Document Types window to define access, security, and control Use the Document Types window to define access, security, and control specifications for all Purchasing documents. You cannot enter new specifications for all Purchasing documents. You cannot enter new document types; you can enter new document subtypes only for RFQs document types; you can enter new document subtypes only for RFQs and quotations.and quotations.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Purchasing >> Function Path: India Local Purchasing >> Setup >> Purchasing >> Document TypesDocument Types

Document TypesDocument Types



Use the Document Types window to define access, security, and control Use the Document Types window to define access, security, and control specifications for all Purchasing documents. You cannot enter new specifications for all Purchasing documents. You cannot enter new document types; you can enter new document subtypes only for RFQs document types; you can enter new document subtypes only for RFQs and quotations.and quotations.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Purchasing >> Function Path: India Local Purchasing >> Setup >> Purchasing >> Freight CarriersFreight Carriers

CarriersCarriers



Taxes are to be defined for each Operating Unit in order to use it in any Taxes are to be defined for each Operating Unit in order to use it in any of the purchasing documents. Once Tax (India Localization) is defined, it of the purchasing documents. Once Tax (India Localization) is defined, it cannot be updated. However we can disable a particular tax beyond a cannot be updated. However we can disable a particular tax beyond a date by putting date by putting ‘‘End DateEnd Date’’ and saving the record. and saving the record. Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Tax Localized >> Function Path: India Local Purchasing >> Setup >> Tax Localized >> TaxesTaxes

Taxes (India Localization)Taxes (India Localization)



Supplier specific ‘Third Party Taxes’ can also be defined. In place of ‘Vendor Name’, the supplier name is to be given and in place of ‘Vendor Site’ the Vendor Site is to be given. The presence of the third party tax in receipt is to ensure that separate invoice gets generated on the third party supplier with an amount equal to third party tax amount



Tax Category is a group of taxes with precedence attached to each one of Tax Category is a group of taxes with precedence attached to each one of them.them.Prerequisite: Sequential required setups of other modules are completed.Prerequisite: Sequential required setups of other modules are completed.Function Path: India Local Purchasing >> Setup >> Tax Localized >> Tax Function Path: India Local Purchasing >> Setup >> Tax Localized >> Tax CategoriesCategories

Tax Categories (India Localization)Tax Categories (India Localization)

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oracle ebs purchasing v1.0-ix

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