Practice - Create A Supplier With Two Sites: Distribution

Practice - Create a Supplier With Two Sites
Distribution
R12 Oracle Payables Management Fundamentals
Ownership
The Job Title [list@YourCompany.com?Subject=LABxxxxx] is responsible for ensuring that this document is necessary and that it reflects actual practice.
Copyright Oracle, 2007. All rights reserved.
Practice - Create a Supplier With Two Sites Effective 07/27/04
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Practice - Create a Supplier With Two Sites

Overview
Your supervisor has notified you that the company will be purchasing materials and services from new suppliers. In this practice, you will create a pay group and a supplier with two sites.
Assumptions
Replace XX with your terminal number or initials. You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
Tasks
Responsibility = Purchasing, Vision Operations 1. Create a new pay group. (N) Setup : Purchasing > Lookup Codes
Code XXPAY GROUP Meaning XXPay Group Description XXPay Group
2. 3.
Switch to the Payables, Vision Operations (USA) responsibility Create a supplier. (N) Suppliers > Entry (B) Create Supplier Type = Standard supplier Organization Name = XXIBM Corporation Type = Manufacturing Party Risk Profile = No Risk Allow Tax Applicability = Checked Create Debit Memo from RTS Transaction = Checked Receipt Routing = Standard Receipt Allow Substitute Receipts = Checked Match Approval Level = 3-Way Invoice Match Option = Purchase Order Terms = Immediate Pay Group = XXPay Group
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Always Take Discount = Checked Payment Method : Electronic = Checked 4. Create a pay site. Address Line 1 = 1 Main St. City = San Francisco County = San Francisco State = CA Postal Code = 94105 Address Name = San Francisco Addressee = San Francisco Phone Area Code = 415 Phone Number = 555-1234 Email Address = sanfrancisco@xxibm.com Address Purpose, Payment option = Checked Assign the San Francisco address to the Vision Operations operating unit. Create a purchasing site. Address Line 1 = 520 Madison Ave. City = New York County = New York State = NY Postal Code = 10022 Address Name = New York Addressee = New York Phone Area Code = 212 Phone Number = 555-7703 Email Address = newyork@xxibm.com Address Purpose, Purchasing option = Checked Assign the New York address to the Vision Operations operating unit. Create a contact for the pay site. Navigate to (L) Contact Directory (B) Create First Name = John Last Name = Doe Email Address = johndoe@xxibm.com Phone Area Code = 415 Phone Number = 555-1234 Phone Extension = 1234 Create User Account for this Contact = Checked iSupplier Portal Full Access = Checked
5. 6.
7. 8.
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9.
Create a contact for the purchasing site. (B) Create First Name = Jane Last Name = Doe Email Address = janedoe@xxibm.com Phone Area Code = 212 Phone Number = 555-7703 Create User Account for this Contact = Checked iSupplier Portal Full Access = Checked
10. Set the Tolerance level for the San Francisco and New York supplier sites to Vision Operations Tolerance.
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Solution - Create a Supplier With Two Sites

Tasks
Responsibility = Purchasing, Vision Operations (USA) Create a New Pay Group We will create a new pay group and assign it to your suppliers. The Pay Group will default to new supplier sites you enter and from your supplier sites to all invoices you enter. When we select invoices for payment during this course, you will use your pay group so you select only YOUR invoices for payment! 1. Navigate to the Oracle Purchasing lookups 2. (N) Setup : Purchasing > Lookup Codes
Query the PAY GROUP lookup code (F11) Enter search criteria P%G% in the Type field (Ctrl)+(F11) Create a new pay group by inserting your cursor in the bottom of the grid, then clicking (I) Add New Row. Use the information below to create the new pay group:
Code Meaning XXPay Group Description XXPay Group
3.
XXPAY GROUP
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4.
Save. Close the form to return to the Navigator.
Create a Supplier 5. Switch to the Payables, Vision Operations (USA) responsibility. (I) Black Hat (on toolbar) Responsibility = Payables, Vision Operations (USA) Navigate to the Suppliers page. (N) Suppliers > Entry (B) Create Supplier. Supplier Type = Standard supplier Organization Name = XXIBM Corporation
6. 7.
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8. 9.
(B) Apply. Navigate to (L) Organization. Type = Manufacturing Party Risk Profile = No Risk
10. (B) Save.

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11. Navigate to (L) Tax and Reporting. Allow Tax Applicability = Checked
12. (B) Save. 13. Navigate to (L) Purchasing. Create Debit Memo from RTS Transaction = Checked
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Note: Enable the Create Debit Memo From RTS Transaction option if you want the system to automatically create a Debit Memo in Payables when you enter a Return to Supplier (RTS) in Purchasing. The value for supplier site defaults from the Purchasing Options window. 14. (B) Save. 15. Navigate to (L) Receiving. Receipt Routing = Standard Receipt Note: To find Standard Receipt: (I) Search Change the search criteria to Routing Name, not Routing Description. Receipt Routing = Standard Receipt Match Approval Level = 3-Way Allow Substitute Receipts = Checked
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16. (B) Save. 17. Navigate to (L) Invoice Management. Invoice Match Option = Purchase Order Terms = Immediate Pay Group = XXPay Group Always Take Discount = Checked
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18. (B) Save. 19. Navigate to (L) Payment Details. Payment Method : Electronic = Checked
20. (B) Save. Create a Pay Site 21. Navigate to (L) Address Book. 22. (B) Create.
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23. Enter the supplier site address information as follows: Country = United States Address Line 1 = 1 Main St. City = San Francisco County = San Francisco State = CA Postal Code = 94105 Address Name = San Francisco Addressee = San Francisco Phone Area Code = 415 Phone Number = 555-1234 Email Address = sanfrancisco@xxibm.com Address Purpose, Payment = Checked
Note: This address should be complete as this is the address that will appear on any checks cut to this site! 24. (B) Continue. Note: If you get a message about the postal code, click (B) Continue to accept the Zip code. 25. Assign the address to the Vision Operations operating unit, enable the Select check box.
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26. (B) Apply. This creates the basic supplier site. 27. To update the supplier site attributes, click Manage Sites.
28. (T) Uses. Pay = Checked Primary Pay = Checked
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29. (T) Communication. Supplier Notification Method = Print
30. Apply. Create a Purchasing Site 31. In the Address Book page, click (B) Create. 32. Enter the supplier site address information as follows: Country = United States Address Line 1 = 520 Madison Ave. City = New York
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County = New York State = NY Postal Code = 10022 Address Name = New York Addressee = New York Phone Area Code = 212 Phone Number = 555-7703 Email Address = newyork@xxibm.com Address Purpose, Purchasing option = Checked
Note: This address should be complete as this is the address that will appear on any checks cut to this site! 33. (B) Continue. 34. Assign the address to the Vision Operations operating unit, by enabling the Select check box. 35. (B) Apply. This creates the basic supplier site. 36. To update the New York supplier site attributes, click Manage Sites.
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37. (T) Communication. Supplier Notification Method = Print
Note: When you enter and approve purchase orders for this supplier, the Supplier Notification Method will default. Weve chosen printed document here. However, if we chose e-Mail and specified an e-mail address, that information would default during purchase order approval so we could send the purchase order using the suppliers preferred method. Valid options are e-Mail, Fax and Printed Document.
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38. Apply. Create a Contact for the Pay Site 39. Navigate to (L) Contact Directory. 40. (B) Create. First Name = John Last Name = Doe Email Address = johndoe@xxibm.com Phone Area Code = 415 Phone Number = 555-1234 Phone Extension = 1234 Create User Account for this Contact = Checked iSupplier Portal Full Access = Checked
41. In the Addresses for the Contact Region, click (B) Add Another Row. 42. Type 'San Francisco' in the Address Name Field.
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43. (B) Apply. Create a Contact for the Purchasing Site 44. Navigate to (L) Contact Directory. 45. (B) Create. First Name = Jane Last Name = Doe Email Address = janedoe@xxibm.com Phone Area Code = 212 Phone Number = 555-7703 Create User Account for this Contact = Checked iSupplier Portal Full Access = Checked
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46. In the Addresses for the Contact Region, click (B) Add Another Row. 47. Type 'New York' in the Address Name Field. 48. (B) Apply. Set the Supplier Site Tolerance 49. (L) Invoice Management 50. Scroll to the Supplier Sites region. 51. (ST) Invoicing
52. For the New York and San Francisco sites, select Vision Operations Tolerance from the list of values. (L) More . . . Search = Vision Operations Tolerance (B) Go (B) Select 53. (B) Save. 54. Close the form back to the Navigation menu.
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Copyright Oracle, 2007. All rights reserved.

Practice - Create a Supplier With Two Sites Effective 07/27/04