Interview Questions on Oracle Purchasing or Oracle PO

ORACLE PURCHASING - PURCHASE ORDERS FREQUENTLY ASKED QUESTIONS

CONTENTS
1. In the Price type quickpick in the Purchase Order Lines zone in enter
Purchase Order form, there is a value called COST PLUS FEE. What is the
COST PLUS FEE price type? How is Purchase Order treating this
price type?
2. What is 2-way, 3-way, 4-way matching? How is this set up?
3. How do you reflect discount from a supplier on a Purchase orders?
4. How do you change the created date on a Purchase Order?
5. What is the sorting order for requisition lines in autocreation of a
Purchase Order?
6. What does the error 'APP-50022: Oracle Human Resources could not retrieve a
value for User Type profile option' mean?
7. In the Enter Receipts (RCVRCERC) form and using different responsibilities
produces different values in the action required field. The Purchasing
Responsibility shows Direct and Standard while the Inventory Responsibility
shows just Direct.
Why are the action options for creating receipts different in Inventory
compared Purchasing?
8. How do you purge Cancelled Requisitions?
9. On the requisition form in the source details zone, there is a field
labeled supplier item. Where does this information on the quickpick come
from and how can this information default in?
10. You are entering a requisition and are unable to find the header or line
note fields. Was this replaced in GUI by attachments?
11. When you select the Notifications form to review approvals and click on
approve button for a Requisition waiting for approval, the 'Reject' box is
greyed out. How does the approver reject a requisition?
12. What are standard Quotations used for?
13. When do you see the status of a Purchase order as Archived?
14. Where are standard notes in GUI?
15. In Oracle Purchasing, where is the automatic numbering for Purchase Order
defined and maintained?
16. There is a field for the organization code. What is this code?
17. Can the original Purchase Order can be viewed in any way without resorting
to SQL, for a revised Purchase Order?
QUESTIONS & ANSWERS
-------------------
1. In the Price type quickpick in the Purchase Order Lines zone in enter
Purchase Order form, there is a value called COST PLUS FEE. What is the
COST PLUS FEE price type? How is Purchase Order treating this
price type?
Answer
------
The functionality for COST PLUS FEE price type is not in Oracle Purchasing at
this point of time. PO does not do anything with this price type.
It is an enhancement request that is being looked at for future releases.
2. What is 2-way, 3-way, 4-way matching? How is this set-up?
Answer
------
2-way matching verifies that Purchase order and invoice information match within your tolerances as
follows:
Quantity billed <= Quantity Ordered Invoice price <= Purchase order price (<= sign is used because of
tolerances) 3-way matching verifies that the receipt and invoice information match with the quantity
tolerances defined: Quantity billed <= Quantity received 4-way matching verifies that acceptance
documents and invoice information match within the quantity tolerances defined: Quantity billed <=
Quantity accepted. (Acceptance is done at the time of Inspecting goods). Whether a PO shipment has 2-
way, 3-way or 4-way matching can be setup in the Shipment Details zone of the Enter PO form
(character) Receipt required Inspection required Matching Yes Yes 4-way Yes No 3-way No No 2-way In
GUI, Shipments block, alternative region, click on More...this brings up a region with 'Invoice matching'
column where you can choose 2-way, 3-way or 4- way match. You can find more detailed information
about matching in the Oracle Payables Reference Manual (Volume 3) Topical Essay on Integrating your
Payables and Purchasing Information. 3. How do you reflect discount from a supplier on a Purchase
orders? Answer ------ The legal document is the Purchase order not the quote and therefore the purchase
order should reflect agreed upon price. Secondly if the discount comes after the PO then AP should
handle it when invoicing. If you are using a blanket Purchase order then you can use price breaks. 4. How
do you change the created date on a Purchase Order? Answer ------ The 'Created' date on the Purchase
order is not an updateable field, due to it being a legal document once approved. 5. What is the sorting
order for requisition lines in autocreation of a Purchase Order? Answer ------ Requisition lines first meet
search criteria determined by "find" screen, and then are grouped together by item and item category,
then by need-by date. After you choose an action, enter any search criteria to narrow the selection of
requisition lines. Oracle Purchasing chooses requisition lines from the requisition pool that meet your
search criteria. All requisition lines for the same item and item category are grouped together, but they are
not necessarily in order alphabetically. Within each grouping of item and item category, requisition lines
are ordered by need-by date. 6. What does the error 'APP-50022: Oracle Human Resources could not
retrieve a value for User Type profile option' mean? Answer ------ The profile HR: User Type needs to be
set. Set the profile option 'HR: User Type' at the Responsibility level. 7. In the Enter Receipts
(RCVRCERC) form and using different responsibilities produces different values in the action required
field. The Purchasing Responsibility shows Direct and Standard while the Inventory Responsibility shows
just Direct. Why are the action options for creating receipts different in Inventory compared Purchasing?
Answer ------ Set the Profile option RCV: Allow routing override to 'YES' at the application level. 8. How do
you purge Cancelled Requisitions? Answer ------ To purge any Purchase orders or Requisitions: - assign
the Payables Purge GUI responsibility to the user - have the user choose that responsibility - then choose
Purge from the menu - under the Category field do a List of Values and pick Simple Requisitions for
cancelled requisitions The choices are listed. 9. On the requisition form in the source details zone, there is
a field labeled supplier item. Where does this information on the quickpick come from and how can this
information default in? Answer ------ The supplier item field on the requisition can be populated by using
either the supplier item catalog or ASL. Take an item from the supplier item catalog that has an
associated supplier item, add it to the order pad and then add it to the requisition. After doing this go to
the source details zone. The supplier item is defaulted in for that item you choose from the catalog.
Navigation: --> Purchasing --> Supplier Item catalog
10. You are entering a requisition and are unable to find the header or line
note fields. Was this replaced in GUI by attachments?
Answer
------
The attachments have replaced notes. The attachments are better because at the
header level, the requisition notes were not coming over to the Purchase Order
whereas the attachment does come over to the Purchase Order.
11. When you select the Notifications form to review approvals and click on
approve button for a Requisition waiting for approval, the 'Reject' box is
greyed out. How does the approver reject a requisition?
Answer
------
You cannot reject Requisitions submitted to yourself. You can only reject those
from others.
12. What are standard Quotations used for?
Answer
------
Standard quote is one that you can tie back to a PO. For example, navigate to
RFQ -> Auto create -> enter a PO and reference it back.
13. When do you see the status of a Purchase order as Archived?
Answer
------
You must approve or print a specific purchase order before you can see it in
the history information.
14. Where are standard notes in GUI?
Answer
------
Go to Setup --> Attachments -->Create attachment. Go to Purchase Order and
attach the attachment to the Purchase Order. In GUI, notes are replaced by
attachments.
15. In Oracle Purchasing, where is the automatic numbering for Purchase Order
defined and maintained?
Answer
------
The navigation path for GUI is:
Setup --> Organizations --> Purchasing Options, Numbering alternate region
The navigation path for Character is:
\ Navigate Setup Purchasing Options Purchasing, Numbering options
16. There is a field for the organization code. What is this code?
Answer
------
This code is a short abbreviation for the organization.
17. Can the original Purchase Order can be viewed in any way without resorting
to SQL, for a revised Purchase Order?
Answer
------
The original version of a revised PO cannot be viewed from the PO form or PO
summary form. Information on the original PO can be obtained from the
PO_HEADERS_ARCHIVE and PO_LINES_ARCHIVE tables using the PO_HEADER_ID column as
a common reference using SQL only.