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AIM

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

Date Author Version Change Reference

9-Jun-99 <Author> Draft 1a No Previous Document

Reviewers

Name Position

Distribution

Copy No. Name Location


1
Library Master Project Library
2 Project Manager
3
4

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.

<Subject> Purchasing Approval/PO: Define Approval Groups 7 of 67


File Ref: 399272804.doc (v. DRAFT 1A )
Company Confidential - For internal use only
BR.100Apo Purchasing Application Setup Doc Ref: <Document Reference Number>
June 15, 1999

Contents

Document Control.....................................................................................................................

Application Setup Control Sheet - Purchasing.....................................................................

References, Tax Names, and Associations/PO: Define Cross Reference Types............

References, Tax Names, and Associations/PO: Define Tax Names................................

References, Tax Names, and Associations/PO: Define Location Associations.............

Purchasing Approval/PO: Define Approval Groups.........................................................

Purchasing Approval/PO: Define Document Types..........................................................

Purchasing Approval/PO: Fill Employee Hierarchy..........................................................

Purchasing Approval/PO: Assign Approval Groups........................................................

Lookups, Classes, and Buyers/PO: Define Purchasing Lookups.....................................

Lookups, Classes, and Buyers/PO: Define Inspection Codes...........................................

Lookups, Classes, and Buyers/PO: Define Hazard Classes..............................................

Lookups, Classes, and Buyers/PO: Define UN Number...................................................

Lookups, Classes, and Buyers/PO: Define Buyers.............................................................

Standard Notes/PO: Define Standard Attachments..........................................................

Purchasing Category/PO: Define Value Sets.......................................................................

Purchasing Category/PO: Define Flexfield Segments........................................................

Purchasing Category/PO: Define Flexfield Segment Values............................................

Purchasing Category/PO: Define Security Rules................................................................

Purchasing Category/PO: Assign Security Rules...............................................................

Purchasing Category/PO: Define Account Aliases Flexfield............................................

Purchasing Category/PO: Define Cross-Validation Rules................................................

<Subject> Purchasing Approval/PO: Define Approval Groups 7 of 67


File Ref: 399272804.doc (v. DRAFT 1A )
Company Confidential - For internal use only
BR.100Apo Purchasing Application Setup Doc Ref: <Document Reference Number>
June 15, 1999
Purchase Items/PO: Define Items - Master Level...............................................................

Purchase Items/PO: Define Items - Organization Level....................................................

Purchase Items/PO: Define Item Relationships..................................................................

Document Controls/PO: Define Line Types........................................................................

Document Controls/PO: Start AutoSubmit.........................................................................

System Options/PO: Define Financial Options...................................................................

System Options/PO: Define Purchasing Options...............................................................

System Options/PO: Define Receiving Options..................................................................

System Options/PO: Receiving Transaction Processor.....................................................

System Options/PO: Define Concurrent Processes............................................................

System Options/PO: Define Vendors...................................................................................

Open and Closed Issues for this Deliverable........................................................................


Open Issues..........................................................................................................................
Closed Issues.......................................................................................................................

<Subject> Purchasing Approval/PO: Define Approval Groups 7 of 67


File Ref: 399272804.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Application Setup Control Sheet - Purchasing

Environment Name: Machine: Type (definition, execution, or both):

Workflow Set Up Responsibility Due Date QA Responsibility QA Due Date Signature Approval

SubWorkflow Name

Purchasing Setup

References, Tax Names, and PO: Define Cross Reference


Associations Types

References, Tax Names, and PO: Define Tax Names


Associations

References, Tax Names, and PO: Define Location


Associations Associations

Purchasing Approval PO: Define Approval Groups

Purchasing Approval PO: Define Document Types

Purchasing Approval PO: Fill Employee Hierarchy

Purchasing Approval PO: Assign Approval Groups

Lookups, Classes, and Buyers PO: Define Purchasing


Lookups

Lookups, Classes, and Buyers PO: Define Inspection Codes

Lookups, Classes, and Buyers PO: Define Hazard Classes

Lookups, Classes, and Buyers PO: Define UN Numbers

Lookups, Classes, and Buyers PO: Define Buyers

Standard Notes PO: Define Standard


Attachments
Workflow Set Up Responsibility Due Date QA Responsibility QA Due Date Signature Approval

SubWorkflow Name

Purchasing Category PO: Define PO Category


Flexfield Structure

Purchasing Category PO: Define Value Sets

Purchasing Category PO: Define Flexfield Segments

Purchasing Category PO: Define Flexfield Segment


Values

Purchasing Category PO: Define Security Rules

Purchasing Category PO: Assign Security Rules

Purchasing Category PO: Define Account Aliases


Flexfield

Purchasing Category PO: Define Cross Validation


Rules

Purchase Items PO: Define Items - Master


Level

Purchase Items PO: Define Items -


Organization Level

Purchase Items PO: Define Item Relationships

Document Controls PO: Define Line Types

Document Controls PO: Start AutoSubmit

System Options PO: Define Financial Options

System Options PO: Define Purchasing Options

System Options PO: Define Receiving Options

System Options PO: Receiving Transaction


Processor

System Options PO: Define Concurrent


Processes
Workflow Set Up Responsibility Due Date QA Responsibility QA Due Date Signature Approval

SubWorkflow Name

System Options PO: Define Vendors


References, Tax Names, and Associations/PO: Define Cross Reference Types

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.

<Cross Reference Types>


Type Description Inactive On
References, Tax Names, and Associations/PO: Define Tax Names

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

Ship-To Site Bill-To Site

Office Site Internal Site

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

Approver Can Modify Access Level

Can Change Forward - To Forward Method

Can Change Forward - From Archive On

Can Change Approval Hierarchy Default Hierarchy

Disable Approval Workflow

Workflow Startup Process

Autocreate Workflow

Autocreate Workflow Startup Process


Purchasing Approval/PO: Fill Employee Hierarchy

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>Quality Inspection 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 and update your Inspection Codes.

<Quality Inspection Codes>


Ranking Quality Code Description Inactive Date
Lookups, Classes, and Buyers/PO: Define Hazard Classes

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.

Value Set Name Description Security Enable

Available Long List

<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

Value Description Enabled Effective 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

<Security Rules and Security Rules Elements>


Security Rules: Security Rules: Security Rules: Security Rules Security Rules Elements: Security Rules Elements:
Elements:
Name Description Message From To
Type
Purchasing Category/PO: Assign Security Rules

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>

Description: Use this form to assign Security Rules to an application responsibility.


<Key Flexfield>
Title Structure Independent Segment Dependent Segment Independent Value Value Description

<Assign Security Rules>


Application Responsibility Name Description Message
Purchasing Category/PO: Define Account Aliases Flexfield

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.

Application Flexfield Title Structure Description

<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>

Description: Use this form to define Cross-Validation Rules.

Application Flexfield Title Structure Description

Oracle Purchasing PO Category Flexfield

<Cross-Validation Rules>
Name Description Enable Error Message Error Segment From To
d

<Cross-Validation Rule Elements>


Type From To
Purchase Items/PO: Define Items - Master Level

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

Primary Unit of Measure Item Status

User Item Type Conversions (Type)


Inventory
Attribute Name Value Attribute Name Value

Inventory Item Revision Control

Stockable Reservable

Transactable

Lot Expiration(Shelf Life):

Control Shelf Life Days

Lot:

Control Starting Prefix

Starting Number

Serial:

Generation Starting Prefix

Starting Number

Cycle Count Enabled:

(Enabled) Measurement Error Negative

Measurement Error Positive

Locator Control Restrict Subinventories

Restrict Locators
Bills of Material
Attribute Name Value Attribute Name Value

BOM Allowed Base Model

BOM Item Type

Costing
Attribute Name Value Attribute Name Value

Costing Enabled Cost of Goods Sold Account

Inventory Asset Value Standard Lot Size

Include in Rollup
Purchasing
Attribute Name Value Attribute Name Value

Purchased Allow Description Update

Purchasable RFQ Required

Use Approved Supplier Taxable

Tax Code

Outside Processing Item:

(Enabled) Unit Type

Invoice Matching:

Receipt Required Unit of Issue

Inspection Required Invoice Close Tolerance

Default Buyer Hazard Class

Receipt Close Tolerance % Market Price

UN Number Rounding Factor

List Price

Price Tolerance %

Encumbrance Account

Expense Account

Asset Category

Receiving
Attribute Name Value Attribute Name Value

Receipt Date Controls:

Action Days Early

Days Late

Valid Transactions:

Allow Substitute Receipts Allow Unordered Receipts

Allow Express Transactions

OverReceipt Quantity Control:

Action Receipt Routing

Tolerance Enforce Ship-To


Physical Attributes
Attribute Name Value Attribute Name Value

Weight:

Unit of Measure Unit Weight

Volume:

Unit of Measure Unit Volume

Container:

Container Internal Volume

Vehicle Maximum Load Weight

Container Type Minimum Fill Percentage


General Planning
Attribute Name Value Attribute Name Value

Inventory Planning Method Make or Buy

Planner

Min-Max Quantity:

Minimum Maximum

Order Quantity:

Minimum Maximum

Cost:

Order Carrying %

Source:

Type Organization

Subinventory

Safety Stock:

Method Bucket Days

Percent

Fixed Order Quantity

Fixed Days Supply

Fixed Lot Size Multiplier

MPS/MRP Planning
Attribute Name Value Attribute Name Value

Planning Method Shrinkage Rate

Forecast Control Acceptable Early Days

Pegging Round Order Quantities

Exception Set

Repetitive Planning:

Overrun % Acceptable Rate +

Acceptable Rate -

MPS Planning:

Calculate ATP Demand Time Fence

Reduce MPS Demand Time Fence Days

Planning Time Fence Release Time Fence

Planning Time Fence Days Release Time Fence Days

Demand Time Fence

Demand Time Fence Days

Release Time Fence

Release Time Fence Days


Lead Times
Attribute Name Value Attribute Name Value

Preprocessing Variable

Processing Cumulative Manufacturing

Postprocessing Cumulative Total

Fixed Lead Time Lot Size

Work in Process
Attribute Name Value Attribute Name Value

Build in WIP

Supply:

Type Supply Locator

Subinventory
Order Entry
Attribute Name Value Attribute Name Value

Customer Ordered Ship Model Complete

Customer Orders Enabled Collateral Item

Shippable Returnable

Internal Ordered RMA Inspection Required

Internal Orders Enabled Check ATP

OE Transactable ATP Rule

Pick Components Picking Rule

Assemble to Order Default Shipping Organization

ATP Components

Invoicing
Attribute Name Value Attribute Name Value

Invoiceable Item Tax Code

Invoice Enabled Sales Account

Accounting Rule Payment Terms

Invoicing Rule
Service
Attribute Name Value Attribute Name Value

Support Service:

(Enabled) Service Duration Value

Warranty Service Duration Period

Coverage

Serviceable Product:

(Enabled) Billing Type

Service Starting Delay Days


Purchase Items/PO: Define Items - Organization Level

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

Primary Unit of Measure Item Status

User Item Type Conversions (Type)


Inventory
Attribute Name Value Attribute Name Value

Inventory Item Revision Control

Stockable Reservable

Transactable

Lot Expiration (Shelf Life):

Control Shelf Life Days

Lot:

Control Starting Prefix

Starting Number

Serial:

Generation Starting Prefix

Starting Number

Cycle Count Enabled:

(Enabled) Measurement Error Negative

Measurement Error Positive

Locator Control Restrict Subinventories

Restrict Locators
Bills of Material
Attribute Name Value Attribute Name Value

BOM Allowed Base Model

BOM Item Type

Costing
Attribute Name Value Attribute Name Value

Costing Enabled Cost of Goods Sold Account

Inventory Asset Value Standard Lot Size

Include in Rollup
Purchasing
Attribute Name Value Attribute Name Value

Purchased Allow Description Update

Purchasable RFQ Required

Use Approved Supplier Taxable

Tax Code

Outside Processing Item:

(Enabled) Unit Type

Invoice Matching:

Receipt Required Unit of Issue

Inspection Required Invoice Close Tolerance

Default Buyer Hazard Class

Receipt Close Tolerance % Market Price

UN Number Rounding Factor

List Price

Price Tolerance %

Encumbrance Account

Expense Account

Asset Category

Receiving
Attribute Name Value Attribute Name Value

Receipt Date Controls:

Action Days Early

Days Late

Valid Transactions:

Allow Substitute Receipts Allow Unordered Receipts

Allow Express Transactions

OverReceipt Quantity Control:

Action Receipt Routing

Tolerance Enforce Ship-To


Physical Attributes
Attribute Name Value Attribute Name Value

Weight:

Unit of Measure Unit Weight

Volume:

Unit of Measure Unit Volume

Container:

Container Internal Volume

Vehicle Maximum Load Weight

Container Type Minimum Fill Percentage


General Planning
Attribute Name Value Attribute Name Value

Inventory Planning Method Make or Buy

Planner

Min-Max Quantity:

Minimum Maximum

Order Quantity:

Minimum Maximum

Cost:

Order Carrying %

Source:

Type Organization

Subinventory

Safety Stock:

Method Bucket Days

Percent

Fixed Order Quantity

Fixed Days Supply

Fixed Lot Size Multiplier

MPS/MRP Planning
Attribute Name Value Attribute Name Value

Planning Method Shrinkage Rate

Forecast Control Acceptable Early Days

Pegging Round Order Quantities

Exception Set

Repetitive Planning:

Overrun % Acceptable Rate +

Acceptable Rate -

MPS Planning:

Calculate ATP Demand Time Fence

Reduce MPS Demand Time Fence Days

Planning Time Fence Release Time Fence

Planning Time Fence Days Release Time Fence Days

Demand Time Fence

Demand Time Fence Days

Release Time Fence

Release Time Fence Days


Lead Times
Attribute Name Value Attribute Name Value

Preprocessing Variable

Processing Cumulative Manufacturing

Postprocessing Cumulative Total

Fixed Lead Time Lot Size

Work in Process
Attribute Name Value Attribute Name Value

Build in WIP

Supply:

Type Supply Locator

Subinventory
Order Entry
Attribute Name Value Attribute Name Value

Customer Ordered Ship Model Complete

Customer Orders Enabled Collateral Item

Shippable Returnable

Internal Ordered RMA Inspection Required

Internal Orders Enabled Check ATP

OE Transactable ATP Rule

Pick Components Picking Rule

Assemble to Order Default Shipping Organization

ATP Components

Invoicing
Attribute Name Value Attribute Name Value

Invoiceable Item Tax Code

Invoice Enabled Sales Account

Accounting Rule Payment Terms

Invoicing Rule
Service
Attribute Name Value Attribute Name Value

Support Service:

(Enabled) Service Duration Value

Warranty Service Duration Period

Coverage

Serviceable Product:

(Enabled) Billing Type

Service Starting Delay Days


Purchase Items/PO: Define Item Relationships

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.

<Run this Request…>


Request Name

Parameters

Language

<At these Times…>


At these times

<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

Future Period Limit

<GL Accounts>
Liability

Prepayment

Discount Taken

Rate Variance Gain

Rate Variance Loss


Encumbrance
Use Requisition Encumbrance

Encumbrance Type

Reserve at Completion

Use PO Encumbrance

PO Encumbrance Type

Invoice Encumbrance Type

Human Resources
Business Group

Expense Check Address

Use Approval Hierarchies

<Employee Number>
Method

Next Automatic Number


Supplier - Payables
Payment Terms

Payment Method

Receipt Acceptance Days

Always Take Discount

Pay Alone

Supplier - Purchasing
Ship-To-Location

Bill-To-Location

Inventory Organization

FOB

Ship Via

Freight Terms
Supplier Entry
RFQ Only Site

Hold Unmatched Invoices

<Supplier Number>
Supplier Number

Entry

Type

Next Automatic Number

Tax
Default Tax Name

<VAT>
VAT

Member State

VAT Registration Number


System Options/PO: Define Purchasing Options

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

Minimum Release Amount Taxable

Price Break Type Price Type

Quote Warning Delay RFQ Required

Receipt Close (%) Invoice Close (%)

Line Type Invoice Matching


Control
Price Tolerance (%) Enforce Price tolerance

Enforce Full Lot Quantity Display Disposition Messages

Receipt Close Point Notify if Blanket PO Exists

Cancel Requisitions Allow Item Description


Update

Enforce Buyer Name

Enforce Vendor Hold

Accrual
Accrue Expense Items

Accrue Inventory Items

Expense AP Accrual Account

Accrual Account Description

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

<Over Receipt Control>


Tolerance

Action
<Miscellaneous>
Allow Substitute Receipts

Allow Unordered Receipts

Allow Express Transactions

Allow Cascade Transactions

Allow Blind Receiving

Receipt Routing

Enforce Ship-To

ASN Control Action

<Receipt Number Options>


Entry Type Next Receipt Number

Receiving Accrual Account

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.

<Run this Request…>


Request Name

Parameters

Language

<At these Times…>


At these times

<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

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