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

OBJECTIVE

• Right item/service

• Right price

• Right Time

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

Set Up

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.

Defining Approval GroupsUse the Approval Groups window to define and update approvalgroups.

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 Purchasing Options

Defining Accrual Options

Defining Control Options

Defining Purchasing Options

Defining Internal Requisition Options

Defining Purchasing Options

Defining Numbering Options

Defining Purchasing Options

Defining Tax Defaults Options

Defining Purchasing 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

Requisition Template

Defining Hazard Classes

Hazardous Classes categorizes the hazardous material.

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.

Defining Line Types

Defining Document TypesAccess, Security and Control Specifications for all Purchasing Documents.

Controlling Purchasing Periods•Control the purchasing periods defined in the Accounting Calendar window •Create journal entries in the general ledger system

Detail Process Flows

Purchase Requisition

Requisition Import

Open Requisition Interface table

Oracle MRP

Oracle Inventory

Oracle WIP

Requisition

- Purchase

- Internal

Oracle Purchasing

Oracle Order Entry

Oracle Inventory

Oracle Purchasing

Internal Requisition

Internal Requisition

Creating Purchase Requisition

Creating Purchase Requisition

Requisitions Alternative Regions

Requisition Distribution

Supplier Item Catalog

Supplier Item Catalog

Supplier Item Catalog

Using Order Pad

Requisition Approval

Requisitions outside of Purchasing

Oracle Purchasing

Oracle MRP

Oracle Inventory

Oracle WIP

Requisitions

- Purchase

- Internal

External System

Requisition Import

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

Outside Processing

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

THANK YOU