Professional Documents
Culture Documents
BR.100APO PURCHASING
APPLICATION SETUP
<Company Long Name>
<Subject>
Author: <Author>
Creation Date: June 9, 1999
Last Updated: June 15, 1999
Document Ref: <Document Reference Number>
Version: DRAFT 1A
Approvals:
<Approver 1>
<Approver 2>
BR.100Apo Purchasing Application Setup Doc Ref: <Document Reference Number>
June 15, 1999
Document Control
Change Record
5
Reviewers
Name Position
Distribution
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your
name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front
cover, for document control purposes.
Contents
Document Control.....................................................................................................................
Workflow Set Up Responsibility Due Date QA Responsibility QA Due Date Signature Approval
SubWorkflow Name
Purchasing Setup
SubWorkflow Name
SubWorkflow Name
Purchasing>Items>Cross References
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Cross Reference Types which define relationships between items and entities such as old item numbers or supplier
item numbers.
Purchasing>Setup>Financials>Accounting>Taxes
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define the Tax Names you use on invoices to record invoice Taxes you pay to your suppliers and to your tax authorities. Each
Tax Name has a tax type, tax rate, and account to which you charge tax amounts.
<Tax Name>
Tax Name Tax Type Rate Description Enable for Inactive GL Account
Self-Service Date
Users
References, Tax Names, and Associations/PO: Define Location Associations
Purchasing>Setup>Organizations>Locations
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Inter-organization shipping network information describes the relationships and accounting information that exists between a shipping (from)
organization that ships inventory to a destination (to) organization.
<Location>
Name
Inventory
Organization
Description
Address Style
Address
Contact
Ship-To Location
Receiving Site
Tax Name
EDI Location
Inactive Date
Purchasing Approval/PO: Define Approval Groups
Purchasing>Setup>Approvals>Groups
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define and maintain Approval Groups for use by Oracle Purchasing.
<Approval Group>
Name
Description
Enabled
<Approval Rules>
Object Type Amount Limit Low Value High Value Inactive Date
Purchasing Approval/PO: Define Document Types
Purchasing>Setup>Purchasing>Document Types
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define and change Document Types used in purchasing.
<Document>
Type Subtype Name Quotation Class
<Attributes>
Owner Can Approve Security Level
Autocreate Workflow
Purchasing>Setup>Personnel>Position Hierarchy
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to set up your Personnel Position Hierarchy.
<Position Hierarchy>
Name Hierarchy
<Version>
Number Date From Date To
<Position>
Name Holder Employee Number Exists in Hierarchy Number of Subordinates
<Subordinates>
Name Holder’s Name Holder’s Number Number of Subordinates
Purchasing Approval/PO: Assign Approval Groups
Purchasing>Setup>Approvals>Approval Assignments
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to assign Approval Groups for use by Oracle Purchasing.
<Approval Groups>
Position
Job
<Approval Assignments>
Document Type Approval Group Effective From: Effective To:
Lookups, Classes, and Buyers/PO: Define Purchasing Lookups
Purchasing>Setup>Purchasing>Lookup Codes
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define certain Lookup Codes in Oracle Purchasing.
Attention: You cannot change or delete codes once you have added and
saved them, but you can change the code descriptions.
<Lookup Codes>
Type Displayed Value Description Inactive Date
Lookups, Classes, and Buyers/PO: Define Inspection Codes
Purchasing>Setup>Purchasing>Hazard Classes
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define codes for different Classes of Hazardous materials.
<Hazard Classes>
Hazard Class Description Inactive Date
Lookups, Classes, and Buyers/PO: Define UN Number
Purchasing>Setup>Purchasing>UN Numbers
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define and maintain your United Nations identification numbers for hazardous materials.
<UN Numbers>
Number Description Hazard Class Inactive Date
Lookups, Classes, and Buyers/PO: Define Buyers
Purchasing>Setup>Personnel>Buyers
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define and maintain your Buyers. Buyers can review all requisitions using the View Requisitions form.
<Buyers>
Buyer Category Ship-To Effective Effective
From: To:
Standard Notes/PO: Define Standard Attachments
Purchasing>Setup>Attachments
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your standard Attachments.
<Documents>
Category Description
<Source>
Data Type Storage File
<Usage>
Usage
<Security>
Type Owner Share
<Effective Dates>
From To
Purchasing Category/PO: Define Value Sets
Purchasing>Setup>Flexfields>Validation>Sets
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define valid values for the PO Category Flexfield.
<Format Validation>
Format Type Maximum Size Numbers Only (0-9) Uppercase Only (A-Z) Right-Justify and Zero- Minimum Value Maximum Value
Fill Numbers (0001)
<Value Validation>
Validation Type
Purchasing Category/PO: Define Flexfield Segments
Purchasing>Setup>Flexfields>Key>Segments
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define the structure of your PO Category Flexfield.
<Key Flexfield>
Application Flexfield Title
<Structures>
Title Description View Name
Freeze Flexfield Enable Segment Separator Cross-Validate Freeze Rollup Groups Allow Dynamic Inserts
Definition d Segments
Segments
<Segments Summary>
Numbe Name Window Prompt Column Value Set Displayed Enabled
r
Purchasing Category/PO: Define Flexfield Segment Values
Purchasing>Setup>Flexfields>Key>Values
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define the Segment Values of the PO Category Flexfield.
<Key Flexfield>
Title Independent Segment Independent Value Structure Dependent Segment Value Description
<Values>
Effective
From: To:
Hierarchy/Qualifiers
Value Description Parent Group Level Qualifiers
Purchasing Category/PO: Define Security Rules
Purchasing>Setup>Flexfields>Descriptive>Security>Define
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to set up data entry Security on your Flexfield segments and report parameters.
<Key Flexfield>
Title Structure Independent Segment Dependent Segment Independent Value Value Description
Purchasing>Setup>Flexfields>Descriptive>Security>Assign
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Purchasing>Setup>Flexfields>Key>Aliases
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define shorthand Aliases to ease entry of PO Category Flexfield combinations.
<Shorthand>
Enable Maximum Prompt
d Alias Size
<Shorthand Aliases>
Alias Template Alias Description Enable From To
d
Purchasing Category/PO: Define Cross-Validation Rules
Purchasing>Setup>Flexfields>Key>Cross-Validation
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
<Cross-Validation Rules>
Name Description Enable Error Message Error Segment From To
d
Purchasing>Items>Master Items
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define items at the Master Level, then enable at the organizational level using the Special Menu.
<Master Items>
Organization
Item
Description
Main
Attribute Name Value Attribute Name Value
Stockable Reservable
Transactable
Lot:
Starting Number
Serial:
Starting Number
Restrict Locators
Bills of Material
Attribute Name Value Attribute Name Value
Costing
Attribute Name Value Attribute Name Value
Include in Rollup
Purchasing
Attribute Name Value Attribute Name Value
Tax Code
Invoice Matching:
List Price
Price Tolerance %
Encumbrance Account
Expense Account
Asset Category
Receiving
Attribute Name Value Attribute Name Value
Days Late
Valid Transactions:
Weight:
Volume:
Container:
Planner
Min-Max Quantity:
Minimum Maximum
Order Quantity:
Minimum Maximum
Cost:
Order Carrying %
Source:
Type Organization
Subinventory
Safety Stock:
Percent
MPS/MRP Planning
Attribute Name Value Attribute Name Value
Exception Set
Repetitive Planning:
Acceptable Rate -
MPS Planning:
Preprocessing Variable
Work in Process
Attribute Name Value Attribute Name Value
Build in WIP
Supply:
Subinventory
Order Entry
Attribute Name Value Attribute Name Value
Shippable Returnable
ATP Components
Invoicing
Attribute Name Value Attribute Name Value
Invoicing Rule
Service
Attribute Name Value Attribute Name Value
Support Service:
Coverage
Serviceable Product:
Purchasing>Items>Organization Items
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Items at the Organization Level.
<Organization Items>
Organization
Item
Description
Main
Attribute Name Value Attribute Name Value
Stockable Reservable
Transactable
Lot:
Starting Number
Serial:
Starting Number
Restrict Locators
Bills of Material
Attribute Name Value Attribute Name Value
Costing
Attribute Name Value Attribute Name Value
Include in Rollup
Purchasing
Attribute Name Value Attribute Name Value
Tax Code
Invoice Matching:
List Price
Price Tolerance %
Encumbrance Account
Expense Account
Asset Category
Receiving
Attribute Name Value Attribute Name Value
Days Late
Valid Transactions:
Weight:
Volume:
Container:
Planner
Min-Max Quantity:
Minimum Maximum
Order Quantity:
Minimum Maximum
Cost:
Order Carrying %
Source:
Type Organization
Subinventory
Safety Stock:
Percent
MPS/MRP Planning
Attribute Name Value Attribute Name Value
Exception Set
Repetitive Planning:
Acceptable Rate -
MPS Planning:
Preprocessing Variable
Work in Process
Attribute Name Value Attribute Name Value
Build in WIP
Supply:
Subinventory
Order Entry
Attribute Name Value Attribute Name Value
Shippable Returnable
ATP Components
Invoicing
Attribute Name Value Attribute Name Value
Invoicing Rule
Service
Attribute Name Value Attribute Name Value
Support Service:
Coverage
Serviceable Product:
Purchasing>Items>Item Relationships
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Relationships between Items. This allows you to search for items through these relationships.
<Item Relationships>
<From> <To>
Item Description Item Description Type Reciprocal
<Item Description>
From
To
Document Controls/PO: Define Line Types
Purchasing>Setup>Purchasing>Line Types
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to update and define Line Types.
<Line Types>
Name Description Value Basis Category Receipt UOM Price Outside Inactive Date
Required Processing
Document Controls/PO: Start AutoSubmit
Other>Requests>Run
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to start the AutoSubmit process, which is an Oracle Alert.
Parameters
Language
<Upon Completion…>
Save all output files
Notify
Print to
System Options/PO: Define Financial Options
Purchasing>Setup>Organizations>Financial Options
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to enter various Financial Options.
<Financial Options>
Accounting
<GL Accounts>
Liability
Prepayment
Discount Taken
Encumbrance Type
Reserve at Completion
Use PO Encumbrance
PO Encumbrance Type
Human Resources
Business Group
<Employee Number>
Method
Payment Method
Pay Alone
Supplier - Purchasing
Ship-To-Location
Bill-To-Location
Inventory Organization
FOB
Ship Via
Freight Terms
Supplier Entry
RFQ Only Site
<Supplier Number>
Supplier Number
Entry
Type
Tax
Default Tax Name
<VAT>
VAT
Member State
Purchasing>Setup>Organizations>Purchasing Options
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to set up your system Options. Oracle Purchasing lets you define specific categories of system Options when you enter one of
the following values in the Additional Purchasing Options field.
<Purchasing Options>
Default
Requisition Import Group-By Rate Type
Accrual
Accrue Expense Items
Internal Requisition
Order Type
Order Source
Tax Defaults
Hierarchy
Ship-To Location
Item
Supplier Site
Supplier
Financial Options
Numbering
Entry Type Next Number
Automatic Numeric
RFQ Number
Automatic Numeric
Quotation Number
Automatic Numeric
PO Number
Automatic Numeric
Requisition Number
System Options/PO: Define Receiving Options
Purchasing>Setup>Organizations>Receiving Options
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define the Options that govern receipts in your system.
<Receipt Date>
Days Early
Days Late
Action
Action
<Miscellaneous>
Allow Substitute Receipts
Receipt Routing
Enforce Ship-To
Account Description
System Options/PO: Receiving Transaction Processor
Purchasing>Reports>Run
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to set Standard Report Submission parameters to run the Receiving Transaction Processor at specified intervals so that your
pending transactions are processed as often as required.
Parameters
Language
<Upon Completion…>
Save All Output Files
Notify
Print To
System Options/PO: Define Concurrent Processes
System Administrator>Concurrent>Manager>Define
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Concurrent Processes for Purchasing.
<Concurrent Manager>
Manager
Enabled
Short Name
Application
Description
Type
Data Group
Cache Size
<Parallel Concurrent Processing Details>
Node System Queue Platform
Primary
Secondary
<Program Library>
Name
Application
Specialization Rules
Include / Exclude Type Application Name
Work Shifts
Work Shift Description Processes Sleep Seconds
System Options/PO: Define Vendors
Purchasing>Supply Base>Suppliers
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Suppliers.
<Supplier Summary>
Supplier Name Number Taxpayer ID Tax Registration Terms Inactive Supplier Type Employee Name Employee One Time
Number After Number
Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date