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AUTHOR:SHIVMOHAN PUROHIT
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
Supplier
Overview:
Sourcing Rule
Supplier A Supplier B
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.
Quote Analysis: Use this window to approve the quotation.
Request For Quotation
Manually create RFQ Navigation:
Supplier from Supplier List
RFQ’s and Quotations->RFQ’s
Supplier A
R
Enter RFQ Supplier B F
Q
Supplier C
Manually enter
quotation
Copy document
from RFQ window
to create quotation
Navigation:
RFQ’s and Quotations->Quotations
RFQ’s 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.
Planned Purchase Orders:
User can create planned purchase orders manually. A planned purchase order is a combination of a
standard purchase order and a blanket purchase agreement. It includes tentative delivery information and
accounting distributions for goods or services that user want to buy over a period of time. User can later
issue scheduled releases against the planned purchase order to place the actual order. If user use
encumbrance accounting, user can use the planned purchase order to reserve funds for long term
agreements.
Blanket Purchase Agreements:
User can quickly define blanket purchase agreements for specific items and associated price breaks.
Blanket purchase agreements allow stable pricing over the life of the agreement while allowing flexible
delivery schedules and order quantity commitments as user release against the blanket.
Contract Purchase Agreements:
User can create contract purchase agreements containing master terms and conditions for a supplier and
then reference the contract number on the line of a standard purchase order. Oracle Purchasing monitors the
total amount you have spent against the contract purchase agreement.
Unit IV: Purchase Orders
Types of Purchase Orders : Standard, Blanket, Planned and Contract
Copy document
from Quotation
window to create
Purchase Order
PU
R
Auto Select C
creation lines H
for auto AS
Query Choose lines create E
Requisition Line existing lines Submit for
Pool from query O
results approval
R
Manual Add lines D
creation to ER
order pad
for auto
create
Approved
requisitions
Types of Receiving
Manual receipt
One line at a time
Express receipt
Multiple lines at one time
Per supplier