setup steps purchasing

8/10/2019 Setup Steps Purchasing

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Copyright 2003, Oracle. All rights reserved.

Appendix A - Setup Steps


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1-2 Copyright 2003, Oracle. All rights reserved.

Objectives

After completing this module, you should be able to do

the following:

Identify key setup steps

Understand setup sequence Understand key reports

Understand setup options and additional

implementation considerations


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Agenda

Understand key setup steps

Identify key standard reports

Understand setup and implementation

considerations


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Setting Up Purchasing


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Define Users for Setup Tasks

Define one or more users who will perform setup

Assign Responsibilities

General Ledger Super User

System Administrator Purchasing Super User

Payables Manager

HRMS Manager (if Human Resources is Installed)


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Define Human Resources Key Flexfields

Job flexfield

Position flexfield

Grade flexfield

Cost allocation flexfield People Group flexfield

Personal Analysis flexfield


7/291-7 Copyright 2003, Oracle. All rights reserved.

Set Up Descriptive Flexfields

__ Suppliers________________________

Supplier Name

Inactive On

Supplier Num

[ ]

Leg Num

Leg Type

54321

987



Define Purchasing Lookups and Codes

Pay Groups

Minority Groups

Vendor Types

Ship Via FOB

Freight Terms



Define Payment Terms

2/10 Net 30

Immediate

Net 45



Define Freight Carriers

DHL Roadway UPS



Define Financials Options

Accounting

Supplier Entry

Supplier Payables

Supplier

Purchasing Encumbrance

Tax

Human Resources



Define Jobs, Positions, and Position

Hierarchies

Hildegard EckhartChief

Executive Officer

Sigmund Jung

Vice President,Manufacturing

Denzel HancockDirector, Materials

Management

Louise ChangManager,

Mfg. Purchasing

T.J. RicardoManager,

Inventory Control

Marilyn KennedyDirector,

System Design

Job: Vice

President

Job: President

Job: Director

Job: Manager

Yuki Suzuki

Vice President,Engineering



Define Personnel



Define Approval Groups and Assignments

Buyer All

Standard Purchase Order

Planned Purchase Order

Blanket Purchase AgreementContract Purchase Agreement

Internal Requisition

Purchase Requisition

Blanket Release

Scheduled Release

Senior Buyer Approval

Assignments

Buyer All

Buyer All

Buyer All

Buyer AllBuyer All

Buyer All

Buyer All

Approval Group

Name

PositionBuyersJob

Link

Link



Define Buyers

Buyer Category Ship-To

Stock, Ms. Pat PRODUCTN.DRIVES M1-Seattle

Brown, Ms. Casey MISC.MISC M2-Boston



Set Up Document Types

Overall DocumentAutocreate Workflow Startup Process

Attributes

Type Subtype Name Quotation Class

Hierarchy

Document Types

Security Level

ModifyAccess Level

HierarchyForward Method

Archive On

MaterialsDefault Hierarchy

PO Requisition ApApproval Workflow

MAIN_REQAPPRWorkflow Startup Process

PO Create DocumAutocreate Workflow

Requisition Purchase Purchase Requisition

Owner Can Approve

Approver Can Modify

Can Change Forward-To

Can Change Forward-From

Can Change Approval Hierarchy

Disable



Define Lookup Codes and Classes

Quote Approval Reasons

Reply/Receive Via

Inspection Codes

UN Numbers Acceptance Types

FOB

Freight Terms

Ship Via Hazard Classes



Define Line Types

Name Value Basis

Goods Quantity

Consulting Amount

UOM Price

Dollar 1



Define Purchasing Options

Accrual

Control

Default

Internal Requisition Numbering

Tax Defaults



Define Receiving Options

Receipt Date

Over Receipt Control

Receipt Number Options

Receiving Inventory Account



Define Suppliers

Supplier

Pay sitePurchasing site

Tokyo New York

Purchasing site

Pay site

Paris

Sue Taylor,

Sales Mgr

Bill Wilson,

Sales Quotes

Liz Miller,

Sales Rep

Aaron Carr,

AR Mgr



Set Up Sourcing Rules and Assignments

Sourcing Rule

Hard Drives

Assignment

Supplier Scheduling

Supplier B

40 %

Rank 1

Supplier A

60 %

Rank 1

Item CM13139

Supplier A

Site

Contact



Open Accounting Periods

Open Purchasing periods

For each operating unit

Open Inventory periods

For each inventory organization



Perform Additional System Administration

Define additional responsibilities and set profile

options

Define additional users

Define printers, print styles and drivers


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Create Folders

Purchase Order Summary forms

Requisitions Summary forms

Receiving Transactions Summary forms


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Agenda

Understand key setup steps

Identify key standard reports

Understand setup and implementation

considerations


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Reports

Employee Listing

Payment Terms Listing

Tax Names Listing

Tax Recovery Rules Listing

Buyer Listing

Financials/Purchasing Options Listing


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Reports

Location Listing

Quality Code Listing

Standard Notes Listing

Unit of Measure Class Listing

Unit of Measure Listing


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Summary

You should now be able to do the following:

Identify key setup steps

Understand setup sequence

Understand key reports

Understand setup options and additional

implementation considerations

setup steps purchasing

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