Oracle SCM Cloud (Purchasing, Order Management)

Setup
ID Task Sub Task

Fusion Purchasing
5.01 Manage Procurement Agent
5.02 Manage Purchasing Profile Options
5.03 Manage Procurement Document Numbering
5.04 Manage Purchasing Line types
5.05 Manage Document Styles
5.08 Configure Procurement Business Function
5.09 Configure Requisition business function
5.10 Manage Common Options for Payables and Procurement
5.11 Manage Receiving Parameters
5.12 Manage buyer assignment rules
5.13 Define New Supplier
5.14 Manage Approval Groups
5.15 Manage Requisition Approvals
5.16 Manage Purchasing Document Approvals
5.20 Requisition Creation
5.21 Requisition Life Cycle
5.22 Auto Create PO
5.23 PO Creation
5.24 PO Life Cycle
5.25 PO Receiving
5.26 Supplier Agreements (BPA, CPA)
5.25 PO Receiving
5.26 Supplier Agreements (BPA, CPA)
Fusion Order Management

6.01 Fusion Order Management Set‐up and Maintenance
Order Management FSM
6.02 Manage Planning Source Systems
6.03 Manage Order Profiles
6.04 Manage Order Management Parameters
6.05 Manage Orchestration Process Definitions
GOP Global Order Promising
6.06 Manage Sourcing Rule
6.07 Manage ATP Rule
6.08 Manage Assignment Sets
6.09 Assign Profile Option (MSP_DEFAULT_ASSIGNMENT_SET)
6.10 Task: collect planning data
6.11 Run: Refresh and Start Order Promising
Pricing
6.12 Manage Price List
6.13 Manage Discount List
6.14 Manage Customer Price Profile
6.15 Manage Pricing Lookups
6.16 Manage Price Segment
6.17 Manage Price Strategy
6.18 Manage Price Strategy Assignments
6.19 Manage Currency Conversion Lists
Use Fusion Order Management
6.20 Perform Order to Cash cycle
6.21 Internal Material Transfer (IMT)
Fusion Purchasing
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Purchasing Overview
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Purchase Order Types:
Oracle Fusion Purchasing provides the following purchase order types: Standard purchase order, Blanket purchase agreement, and contract
purchase agreement.
Note that your organization can change the names of these documents to suit your business needs, but in their basic form the following describes
their function:
 Standard Purchase Order

You generally create a purchase order for a one-time purchase of various items. You create a purchase order when you know the details of
the goods or services that you require, estimated costs, quantities, delivery schedules, and accounting distributions.
 Blanket Purchase Agreement
You create blanket purchase agreements when you know the details of the goods or services you plan to buy from a specific supplier in a
period, but you do not yet know the detail of your delivery schedules. You can use blanket purchase agreements to specify negotiated prices
for your items before actually purchasing them. Prices for items can be negotiated on a blanket purchase agreement by a procurement
business unit which can then be made available to multiple requisitioning business units.
 Contract Purchase Agreement
You create a contract purchase agreement with your supplier to agree on specific terms and conditions without indicating the goods and
services that you will be purchasing. You can later issue purchase orders referencing your contracts using terms negotiated on a contract
purchase agreement by a procurement business unit which can then be made available to multiple requisitioning business units.
Purchasing Attribute Group
Purchased
Indicate whether to purchase and receive an item. Turning this option YES allows you to set the Purchasable attribute.
This is an item defining attribute. If you turn this option YES, the item is automatically assigned to the default category set for the Oracle Purchasing
functional area. If an item is vendor managed, you must turn YES this option.
Purchasable
Indicate whether to order an item on a purchase order. You can set this only when Purchased is turned YES.
Turning Purchasable YES allows you to temporarily restrict the ability to buy. This attribute is optionally set by the Item Status code.
Use Approved Required

Indicate whether to require an item quotation when requesting an item. Oracle Purchasing defaults this value on requisition lines for this item.
Leave this field blank if you want Inventory to use the value defined in the Purchasing Options window for transactions involving this item.
Taxable
Indicate whether the supplier charges a tax. Oracle Purchasing uses the taxable status together with the tax code you associate with a location to
determine whether a purchase order shipment is taxable, and what the tax code that applies to this shipment is. L eave this field blank if you want
Inventory to use the value defined in the window for transactions involving this item.
Outside Processing Item

Indicate whether you can add the item to an outside processing purchase order line. You can turn this option on only if Purchased is also on. In
addition, this option controls whether you can attach an item to a resource in the Resource window.
Allow Purchasing Document Description Update

Indicate whether you can update item description when we create PR or PO.
Use Approved Supplier

Indicate whether you must Buy the Items from specific suppliers.
List Price
Enter the value that Oracle Purchasing uses as the default price on a purchase order
Receipt Close Tolerance percentage

Enter the percentage tolerance Oracle Purchasing uses to automatically close purchase order shipments. Oracle Purchasing automatically closes a
shipment when your unreceived quantity is within the quantity tolerance percentage of the shipment.
For example, if the original shipment quantity is 50, and you enter 10 here (10%), Oracle Purchasing automatically closes the shipment for receiving
when you receive 45 or more.
Closed for Receiving is a status change only. You can receive additional items against the shipment later.
Receipt Routing
Direct At receipt, deliver an item directly to its location.
Standard Receive an item first, then deliver without inspection.
Inspection Receive an item first, inspect it, then deliver.
5.08 : Configure Procurement Business Function
Before you setup Configure Procurement Business Function you need to Create Payment Terms and Assign to your Reference Data Set (RDS)
AG_SET.
Search for task ‘Manage Payment Terms’ >> Go to Task >> Create >> and fill the fields.
Additionally assign ‘Immediate’ payment terms to your Reference Data Set AG_SET.
Use the Configure Procurement Business Function window (Purchasing Options in EBS) to define default values and controls for functions
throughout Procurement.
1. In the Navigator, click the Setup and Maintenance work area link.
2. From Tasks click Manage implementation Projects. And Search for your Project: AG_SCM_02
3. Form the Project AG_SCM_02 -> Procurement -> Define Common Procurement Configuration -> Define Business Function Configuration ->
Configure Procurement Business Function task.
5. On the Specify Procurement BU dialog box, select the business unit: AG_BU_02 and click OK.
Inventory Organization: You can associate each of your procurement business units with one inventory item master organization
Line Type: Examples: These examples demonstrate why the line type feature is an important part of the purchase order. It enables you to clearly
differentiate orders for goods from those for services.
- Goods (Quantity-Based Purchasing)
Use quantity-based line types when you want to specify the quantity, unit of measure, and unit price for the items you are ordering. Oracle
Fusion Purchasing provides Goods as an initial quantity-based line type. You can modify this line type or create new quantity-based line types
to satisfy your business needs.
Type Item Quantity UOM Price
Goods AS54888 8 Each $1,107
- Services (Fixed Price Services Purchasing)
You can use fixed price-based line types when you want to order general business services by a fixed amount. Oracle Fusion Purchasing
provides Fixed Price Services as an initial fixed price-based line type. You create an order for fixed price service by selecting a fixed price
services line type, category, item description, and total amount of the service. You can receive and match fixed price services by amount.
Type Description Category Price
Fixed Price Services Office Cleaning Office Miscellaneous $1,350
Currency: the default Currency.
Payment Terms: Purchasing terms commonly indicate the buying organization's rules and expectations as related to pricing and payment.
Price Break Type: Select the Price Break Type that defaults on blanket purchase orders:
- Cumulative: Price breaks apply to the cumulative quantity on all release shipments for the item.
- Non-cumulative: Price breaks apply to quantities on individual release shipments for the item.
Receipt Close Tolerance Percent: Enter the Receipt Close tolerance percentage for your shipments. Purchasing automatically closes a shipment
for receiving if it is within the receiving close tolerance at the receiving close point. You can override this option for specific items and orders.
Receipt Close Point: Used to select the close point, which is when the shipment is closed for receiving: You can override this option for specific
items and orders.
Selecting the close point gives you more precise control over when the shipment is accounted for.
Accepted: Ordered goods have passed inspection and are ready for use.
Delivered: Ordered goods have been delivered and are ready for use.
Received: Ordered goods have been received and are ready for use.
Invoice Close tolerance:

Percentage for shipments. Purchasing automatically closes a shipment for invoicing if it is within the invoicing close tolerance at billing, when
Payables matches invoices to purchase orders or receipts. You can override this option for specific items and orders.
Buyer: the default buyer.
Match Approval Level: A transaction status match combination after which the document may be considered approved for payment.
Two-Way: Purchase order and invoice quantities must match within tolerance before the corresponding invoice can be paid.
Three-Way: Purchase order, receipt, and invoice quantities must match within tolerance before the corresponding invoice can be paid.
Four-Way: Purchase order, receipt, accepted quantities from inspection, and invoice quantities must match within tolerance before the
corresponding invoice can be paid.
In the Document Types you can change the name of the Documents in the Display Name field.
5.09 : Configure Requisitioning Business Function
Use the Configure Procurement Business Function window to define default values and controls for Purchase Order Documents (PO), and we
use Configure Requisitioning Business Function window to define default values for Purchase Requisition Document (PR).
The Procurement Application Administrator has access to the Configure Requisition Business Function page for setting up a business unit that has
a requisitioning business function associated with it. The attributes specified here are used to default values and behavior of the application when
users are creating requisitions and purchase orders for the requisitioning BU.
3. Form the Project AG_SCM_02 -> Procurement -> Define Common Procurement Configuration -> Define Business Function Configuration -
> Configure Requisitioning Business Function task.
5. On the Specify Procurement BU dialog box, select the business unit: AG_BU_02 and click OK.
Default Deliver-to Organization: The default organization is used as the deliver-to organization for a requisition line if it is a global location. This
organization is used to derive the list of item master items that are accessible to the user when creating a purchase order for the requisitioning BU.
Line Type: The Line Type is the value specified to be defaulted on requisition lines created for the requisitioning BU. Line Type can be modified.
Group Requisition Import By: The Import Requisition process can be used to import requisitions from other Oracle or non-Oracle applications. On
import, requisition lines are grouped first by requisition header number, then by the provided Group Code, then by the value set in the Group-by
input parameter (None, Buyer, Category, Item, Location, or Supplier). The specified attribute is used as the default value for Group-by. All remaining
requisition lines that have not yet been assigned a requisition number will be grouped together under the same requisition.
Allow One-Time addresses: The One-Time addresses is the location code to be defaulted as the deliver-to location for the requisition line when
the requester specifies a one-time delivery address on a requisition. The location specified must be a global location that is enabled for the
requisitioning BU.
Reapproval required for changes made during an active approval process: Reapproval required for changes made during an active approval
process is applicable when allowing approvers to modify a requisition when it is routed for approval. It controls whether the requisition must be sent
back for reapproval when the approver submits the modified requisition.
Create Orders Immediately for Requisition Import: Create orders immediately after requisition import controls whether the Generate Orders
program will run immediately after the requisition import process is complete.
Context Values for Requisition Descriptive Flexfields: You can extend the attributes of a requisition at the header, line, and distribution level
using Descriptive Flexfields. Specifying the context value pulls in the associated descriptive flexfields when the user enters the requisition.
Default Procurement BU: A requisitioning BU can be served by multiple procurement business units. If a procurement BU cannot be determined
based on information on the requisition line, the Default Procurement BU is used to process all requisition lines.
Price Change Tolerance Percentage: The Price Change Tolerance is applicable when there is a price change on the purchase order line
associated with a requisition line. If the value is null, no checks will be performed. If the value is a valid numeric value, then any changes made to
the price on the purchase order line must be within the tolerance percentage value, or the purchase order cannot be submitted.
Price Change Tolerance Amount (EGP): The Price Change Tolerance Amount is applicable when there is a price change on the purchase order
line associated with a requisition line.
Ship-to Location: When the purchase order cannot derive a ship-to location, the specified Ship-To on the Requisitioning BU is defaulted.
Cancel Unfulfilled Demand: Cancel Unfulfilled Demand controls whether a requisition should be canceled when there is purchase order
cancellation.
 Always: When canceling the purchase order, Oracle Fusion Purchasing also cancels the requisition.
 Never: When canceling the purchase order, Oracle Fusion Purchasing does not cancel the requisition, therefore it is available for inclusion on
another purchase order.
 Optional: When canceling the purchase order, the buyer is given the option to cancel the requisition.
Multiple Legal Entities on Order: when you create requisition and the Legal Entity of requisition lines are deferent, the system give you Error or
Allow or Warning.
Allow Requester-To-Agreement UOM Conversion: If a requisition does not have an agreement specified, Allow requester-to-agreement UOM
conversion is used to specify whether Requisition UOMs can be converted to Agreement UOMs during agreement sourcing. Checking this box
indicates that agreements that meet the sourcing criteria, but have Agreement Line UOMs different from Requisition Line UOMs, can be considered
during agreement sourcing. If the box is left unchecked, such agreements will not be considered.
5.10 : Manage Common Options for Payables and Procurement
Manage Common Options for Payables and Procurement (Financials Options in EBS).
3. Form the Project AG_SCM_02 -> Procurement -> Define Common Procurement Configuration -> Define Business Function Configuration -
> Manage Common Options for Payables and Procurement task.
4. Choose the Business Unite and fill the Accounting fields.
Liability: Payables assigns this account as the default Liability Account for all new suppliers you enter. You can override this value during
supplier entry
Prepayment: The Prepayment account and description for a supplier site's invoices.
Discount Taken: If you choose to distribute your discounts to the system Discount Taken Account, Payables uses this account to record the
discounts you take on payments.
Conversion Rate Variance Gain/Loss: Payables uses these accounts to record the exchange rate variance gains/losses for your inventory
items. The variance is calculated between the invoice and either the purchase order or the receipt, depending on how you matched the invoice.
These accounts are not used to record variances for your expense items. Any exchange rate variance for your expense items is recorded to
the charge account of the purchase order. Payables calculates these amounts during Payables Invoice Validation.
Miscellaneous: Used only when importing invoices submitted in XML Gateway. If you enter a value here then the system uses this account for
all Miscellaneous charges on invoices your suppliers enter in iSupplier Portal. If you do not enter a value here then the system prorates
Miscellaneous charges across Item lines on iSupplier Portal invoices. The system also uses this value for any miscellaneous charges your
suppliers send in XML invoices.If you do not enter a value here then import prorates miscellaneous charges across Item lines for XML invoices
Accrue Expense Items:

At Receipt: Accrue expense items upon receipt. You can override this flag in the Shipment Details window when you are entering purchase
orders and releases.
Period End: Accrue expense items at period end.
5.11 : Manage Receiving Parameters
1. From your Implementation project navigate to

Procurement -> Define Receiving for Procurement -> Manage Receiving Parameters
2. Select Organization window opens, and In Organization field: Select Your Inventory Organization and Click OK.
Note: The Manage Receiving Parameters at Organization level.
Early Receipt Tolerance in Days:
Late Receipt Tolerance in Days:
Receipt Days Exceed Action: the action when the supplier receipts the items early or late.
None: nothing
Reject: reject the Items
Warning: just Warning the supplier
Over-Receipt Tolerance:
Over-Receipt Action: the action when the supplier Over Receipt
None: nothing
Reject: reject the Items
Warning: just Warning the supplier
Receipt Routing
Direct Delivery: enables you to receive the shipment and deliver it to the final destination in one transaction.
Standard Receipt: are received into a receiving location and then delivered in a separate transaction.
Inspection Required: are received into a receiving location, inspected and then delivered in a separate transaction
Receipt Number
Generation:
Automatic: generate the number of Receipt automatic and this option is recommended
Manual: generate the number of Receipt manual
Type: Alphanumeric or Numeric

Next Number: the first number or character for the first receipt number in this organization
RMA
Receipt Routing: when we receive Items from customer (Return Material Authorization (RMA))
Direct Delivery: enables you to receive the shipment and deliver it to the final destination in one transaction.
Standard Receipt: are received into a receiving location and then delivered in a separate transaction.
Inspection Required: are received into a receiving location, inspected and then delivered in a separate transaction
RMA Validate Lots: validate Lots item if the customer return item.
Validate Serial Numbers: validate serial item if the customer return item. Return Material Authorization (RMA)
Allow Unordered Receipts: allow to receive Items without PO
Enforce Blind Receiving: to hide the item quantity from receive window
Allow substitute receipts: to allow to receive substitute item.
5.01: Manage Procurement Agent (Buyer)
First assigned Buyer role to the User.
Once you've assigned their roles to user and run the Retrieve Latest LDAP Changes process, head to Setup and Maintenance.
Procurement -> Define Common Procurement Configuration -> Manage Procurement Agents
2. Pressing the Create icon on the Search Results table header.
Procurement Business Unit (BU)
Assign the agent to one or more procurement business units (BU).
Action
Enable the agent with access to one or more procurement actions for each procurement business unit.
• Manage Requisitions: Enable access to purchase requisitions. Like (Requisitions Summary in EBS)
• Manage Purchase Orders: Enable access to purchase orders.
• Manage Purchase Agreements: Enable access to blanket purchase agreements and contract agreements.
• Manage Negotiations: Enable access to Sourcing negotiations (if implemented by your organization).
• Manage Sourcing Programs: Enable access to track and manage sourcing programs.
• Manage Catalog Content: Enable access to catalog content. This includes local catalogs, punchout catalogs, content zones, smart forms,
information templates, and collaborative authoring.
• Manage Suppliers: Enable access to create and update supplier information.
• Manage Supplier Qualifications: Enable access to initiatives, qualifications, and assessments, if Supplier Qualification is implemented by
your organization.
• Manage Approved Supplier List Entries: Enable access to create and update approved supplier lists.
• Analyze Spend: Used by the business intelligence functionality to enable access to view invoice spend information.
Access to Other Agents' Documents

The configuration assigns an access level to documents owned by other procurement agents for each procurement business unit.
Note: An agent can perform all actions on his own documents as long as he has procurement BU access.
• None: The agent has no access to documents owned by other agents.

• View: Permits the agent to search and view other agents' documents.
• Modify: Permits the agent to view, modify, delete, and withdraw other agents' documents.
• Full: Permits the agent full control of other agents' documents. This includes the view, modify, delete, withdraw, freeze, hold, close, cancel,
and finally close actions.
5.12 : Manage buyer assignment rules
As a procurement manager, you can define buyer assignment rules that direct automatic routing of requisition lines to the most appropriate buyer
for processing. The application uses the rules to assign buyers to requisition lines, when requisitions you create online or import are submitted for
approval.
Define buyer assignment rules using the Manage Buyer Assignment Rules task, in the Setup and Maintenance work area, Purchasing Foundation
functional area.

Procurement -> Define Purchasing Configuration -> Manage Buyer Assignment Rules task
Rule Sequence: Specify a number to control the sequence of evaluation of the rules.
 Rules are evaluated in ascending order of the sequence number.
 The sequence numbers have to be rational numbers (supporting decimals).
 No two rules can have the same sequence number.
Commodity: Enter a Commodity that can be either a category or a group of categories. Define commodity-based rules at higher levels to avoid
creating rules for each category.
Deliver-to Organization: Identify the deliver-to organization of the requisition line. This determines the item definition used to derive the default
buyer.
Project: Specify the project identification, which the application matches to the requisition distribution. A requisition line is considered a match only
if all the distributions have the same project.
Supplier: Enter the supplier, which the application matches to the requisition line.
Noncatalog Request: Indicate whether or not the requisition line is for a "noncatalog request".
5.03: Manage Procurement Document Numbering
Organizations need the ability to define procurement document numbers based on document type. The sequence may differ by legal entity or
business unit. Here are some considerations when defining a document numbering sequence.
If a document number sequence is not defined in advance, the application creates it when the first transaction is created for that document type and
legal entity or business unit combination. The application starts the document number with 1.
In the Setup and Maintenance work area, in the Procurement offering, use the Manage Procurement Document Numbering task in the Procurement
Foundation functional are to define procurement document numbering.
Determinant Type
Document numbers are typically based on the sold-to legal entity, the procurement business unit, or the requisition business unit. On the Manage
Procurement Document Numbering page this is the Determinant Type.
The determinant type is fixed for a given document type. This table lists procurement document types and their respective determinant types.
Document Type Determinant Type
Purchase Order Sold-to Legal Entity
Purchase Agreement Procurement BU
Requisition Requisitioning BU
Negotiation Procurement BU
Assessment Procurement BU
Initiative Procurement BU
Qualification Procurement BU
Procurement -> Define Common Procurement Configuration -> Manage Procurement Document Numbering task
5.02: Manage Purchasing Profile Options

Procurement -> Define Common Procurement Configuration -> Manage Purchasing Profile Options task
PO_DEFAULT_PRC_BU: Specifies the default business unit (BU) for procurement agents when editing or searching for procurement Documents
(PR, PO...).
PO_DOC_BUILDER_DEFAULT_DOC_TYPE: Controls the default document type for processing requisition lines.
5.04 : Manage Purchasing Line types
Line Type: Examples: These examples demonstrate why the line type feature is an important part of the purchase order. It enables you to clearly
differentiate orders for goods from those for services.
- Goods (Quantity-Based Purchasing)
Use quantity-based line types when you want to specify the quantity, unit of measure, and unit price for the items you are ordering. Oracle
Fusion Purchasing provides Goods as an initial quantity-based line type. You can modify this line type or create new quantity-based line types
to satisfy your business needs.
Type Item Quantity UOM Price
Goods AS54888 8 Each $1,107
- Services (Fixed Price Services Purchasing)
You can use fixed price-based line types when you want to order general business services by a fixed amount. Oracle Fusion Purchasing
provides Fixed Price Services as an initial fixed price-based line type. You create an order for fixed price service by selecting a fixed price
services line type, category, item description, and total amount of the service. You can receive and match fixed price services by amount.
Type Description Category Price
Fixed Price Services Office Cleaning Office Miscellaneous $1,350

Procurement -> Define Common Procurement Configuration -> Manage Purchasing Line types task
2. Create a purchasing line type and the Purchase Basis is Goods, and you can choose the Match Approval Level at line type level.
3. Create another purchasing line type and the Purchase Basis is Services, In Match Approval Level is 2 way or 3 way because in Service Type
can’t use 4 Way Match Approval Level.
4. Test the new purchasing line types. Create new PO.
When you choose AG_GOOD Line Type you can add quantity in Quantity Field.
And when you choose AG_SERVICE Line Type you can’t add quantity in Quantity Field.
5.05 : Manage Document Styles

Procurement -> Define Common Procurement Configuration -> Manage Document Styles task
Test the new Document Styles. Create new PO.
Choose your New Style
In the type field you can choose Service types and can’t choose Good types
5.13 : Define New Supplier
======================
5.13:01: Specify Supplier numbering

Procurement -> Define Common Procurement Configuration -> Define Supplier Configuration -> Specify Supplier numbering Task.
Enter your required Next Supplier Number (3043) >> Save and Close
**Manual numbering is not possible here.
5.13:02: Create Distribution Set

Procurement -> Define Invoicing and Payment Configuration -> Define Payables Configuration -> Manage Distribution Sets Task.
5.13 :03: Creation of Supplier Profile, Supplier Address, Supplier Site, Assign Site to BU
Supplier Profile –> Supplier Address –> Supplier Site –> Assign Site to BU
Procurement -> Define Common Procurement Configuration -> Define Supplier Configuration ->
Navigator >> Procurement >> Supplier >> Tasks panel >> Create Supplier
(Spend Authorized); Tax Organization Type: Organization
>> Enter Supplier Name (AG_Supplier_01); Business Relationship. And click Create.
What is the difference between Prospective and Spend authorized suppliers?
A. Prospective suppliers are suggested by internal users, whereas Spend authorized suppliers are registered externally.
B. Prospective suppliers are limited to sourcing and qualification activities, whereas Spend authorized suppliers are limited to purchase orders and
agreements.
C. Prospective suppliers are limited to purchase orders, whereas both purchase order and agreement can be created for Spend
authorized suppliers.
D. Prospective suppliers can participate in Sourcing activities only, whereas Spend authorized suppliers can participate in all Procure-to-
Pay activities.
Supplier Address:
Supplier Site:
Click on Save to enables other tabs at site level.

Go to Payments tab and enable ‘Check’ as default Payment Method >> Save.
Go to Site Assignments tab >> Create >> Client BU: AG_BU_02; Bill-to BU: AG_BU_02; Distribution Set: AG_Distribution Set; Save and Close.
Go to Contacts >> First Name: Alaa ; Last Name: Bin Taleb Supplier
Finally click on Submit
5.14 : Manage Approval Groups

Procurement -> Define Common Procurement Configuration -> Manage Approval Groups Task.
2. Click the Create icon
3. Fill the Name after that Click the Create icon.

4. Select the user and click Ok.
5. Click the Create icon to add another user.

5. Click Save after that click Approval Groups.
5.15 : Manage Requisition Approvals
Approval Rule Characteristics:

- Rule Name
- Condition
- List Builder and List Builder specific attributes
- Response Type
- Auto Action

Procurement -> Define Common Procurement Configuration -> Manage Requisition Approvals Task.
2. Select the Enabled Rule and click to Disable to disable it and we will use another one.
3. Select the Rule that want to use it and click Edit Rules.
4. Click the Create icon.
5. Fill the Rule Name and Click OK.

6. Click Add Condition to add condition for AG_APPROVAL_LESS_5000 Rule.
7. Search for the Attribute that you need.

8. Click Add Action.
Action Type: Approval required
Automatic
Information only
Route Using: Approval group

Job level
Position hierarchy
Single approver
Supervisory hierarchy
Set Outcome To: Approved

Rejected
9. We will add another Rule.

10. Click Save and Close.
11. Click Enable after that Click Deploy.

5.16 : Manage Purchasing Document Approvals

Procurement -> Define Common Procurement Configuration -> Manage Purchasing Document Approvals Task.
2. Select the Enabled Rule and click to Disable to disable it and we will use another one.
3. Select the Rule that want to use it and click Edit Rules.
4. Click the Create icon.
5. Fill the Rule Name and Click OK.
6. Click Add Condition to add condition for AG PO_APPROVAL_LESS_5000 Rule.

7. Search for the Attribute Document Type and choose Purchase Order in the Value field because we need to use this Rule for PO Document.
8. Click add another to add another Condition.

9. Search for the Attribute Document Total Amount and fill the Value and click OK.
10. We have two Conditions for this Rule, Click Add Action to add action for the Rule.
11. Choose the Automatic in Action Type Field to Automatic Approval According to these conditions and click OK.
12. We will add another Rule for PO document greater than or equal to 5000.
13. We will create Rule for Blanket Purchase Agreement Document
14. Search for the Attribute Document Type and choose Blanket Purchase Agreement in the Value field.
5.20 : Requisition Creation
If you don’t have Advanced Procurement like Self Service Procurement Product Offerings (Modules),the Shop by Category and Top Categories
Don’t appear in the Requisitions window.
Demonstration-01: Requisition preferences
===================================
Overview
In this demonstration, you will enter requisition preferences, and show students the basic navigation and layout of the Requisitions page.
Steps
1. In the Navigator, under Procurement, click Purchase Requisitions.
Set Requisition Preferences
2. On the Requisitions page, click the More Tasks menu and select Update Requisition Preferences.
3. On the Edit Requisition Preferences page, note the Requisitioning BU is set to AG_BU_02 Business Unit.
4. In the Shipping and Delivery section, in Deliver-to Location enter AG_LOC.
5. In the Favorite Charge Accounts section, click Add.
6. In the Nickname field, enter PRC00 Instructor Charge Account.
7. In the Charge Account field, enter 103.000.0000.21999.00000.00000.000.
8. Click Save and Close.
Review Requisitions Page
9. Review the tasks available from the global header region of the Requisitions page.
Task Function
Shop by Category Browse for items by selecting a category. Expand a category to locate items in the catalog.
Search Perform a simple catalog search by entering in search criteria, such as laptop.
More Tasks > Enter Requisition Line Enter requisition lines to request items in the catalog.
More Tasks > Request Noncatalog Item Request items not found in the catalog. Item not define in Mater Item like expense items
More Tasks > Request a New Supplier Request a new supplier and submit to the supplier registration approval process.
More Tasks > Update Preparer and Requester Change the preparer or requester of requisitions.
More Tasks > Update Requisition Preferences Specify, view and update requisitioning business unit, delivery location and charge account information
Manage Requisitions Search for, view and manage your requisitions. (Requisitions Summary in EBS)
Shopping Lists Request items placed on public or personal shopping lists. Also maintain your own personal shopping
lists.
Shopping Cart Add items to your requisition by adding them to your shopping cart.
Locate items to add to the cart in various ways, including browsing by category, searching, viewing a
shopping list, and viewing recent purchases.
From the shopping cart you can view the contents, remove items, or submit the requisition.
10. Review the functions available in the additional sections of the Requisitions page.
Section Function
Recent Requisitions View status and information for your recently created requisitions.
Recent Purchases View status and information for your recent purchases.
Top Categories View items in categories set up by the catalog administrator as top categories.
Purchasing News View your organization’s current news information added by the catalog administrator.
Request Forms Use request forms created by the catalog administrator to request noncatalog items.
Information and Tips View information added to the informational catalog by the catalog administrator.
Recently Viewed Quickly access recently viewed items, request forms, and information and tips.
Requisition Line Entry for a Catalog Item
11. On the Requisitions page, to enter a requisition line for an item in the catalog, select Enter Requisition Line from the More Tasks menu.
12. On the Enter Requisition Line page, for Line Type enter Goods.
13. In the Item field, click Search.

14. In the Search and Select Item dialog, in the Item field, enter AG. and click OK.
15. Enter the Price field.
16. Click Add to Cart.
17. Click the Shopping Cart icon and note the contents of the cart display in a dialog box.
18. Click Done without submitting the requisition.
Request Forms
19. On the Requisitions page, in the Request Forms section, note that the available links to request forms are for smart forms created by the
catalog administrator.
20. Click the link Can’t find what you need, click here.
21. On the Create Request page, note that the request form is designed to facilitate ordering office supplies that you can’t find in the catalog,
and that many fields on the request form are populated from the smart form.
22. Click the Request Type menu to display the request form options, and select one of the request form options.
23. Note that many of the fields from the smart form are now populated on the request form. Also note that you can add an item from the request
form to a shopping list or to the cart.
24. Click Done without adding to the requisition.
Noncatalog Request
31. On the Requisitions page, select Request Noncatalog Item from the More Tasks menu.
32. On the Create Noncatalog Request page, select the Item Type drop-down to display the billed by amount and billed by quantity options.
33. Note the required fields.
34. Note that you can add the noncatalog request to a shopping list or to the cart.
35. Click Done without adding the noncatalog request to the requisition.
Demonstration Complete
You have demonstrated the basic navigation and layout of the Requisitions page.
Practice-02: Creating a Requisition
=============================
02-01 : Create PR with Automatic approved
Overview
In this practice, assume that we don’t have Self Service Procurement Offerings and we’ll use the More Tasks > Enter Requisition Line to Crete
the Purchase Requisition (PR).
01. On the Requisitions page, select Enter Requisition Line from the More Tasks menu.
02. In the Item field, click Search. And select your item.
03. In Price field enter the expected price. And enter the quantity in the Quantity field.
05. Click Shopping Cart after that click Review.
06. Click Manage Approvals to check if this PR need approval.
07. Applications Development that is mean the PR not need approval.

08. Click Submit.
09. Refresh the Requisitions page.

02-02 : Create PR with Approval required
01. First check the Manage Requisition Approvals.
02. We will create the PR by Calvin.Roth user (Procurement Manager). On the Requisitions page, select Enter Requisition Line from the More
Tasks menu.
06. Click Shopping Cart after that click Review.
07. Click Manage Approvals to check if this PR need approval.

08. Click Submit.
09. Click Ok.
10. By Calvin.Roth user click notifications and click Approval to approve the PR.
10. Click Pending approval to check the user that need to approve the PR.
11. Now we need to logging by ATC.Consultant.SCM user and approve the PR.
12. Click notifications and click Approval to approve the PR.
13. Return to Calvin.Roth user.

Practice-03: Duplicating a Requisition
===============================
Overview
In this practice, you will duplicate the requisition you created in the previous practice.
Steps
2. Click the Manage Requisitions link in the global header region of the Requisitions page.
3. On the Manage Requisitions page, in the Search Results section, select the requisition you created in practice 02-02.
4. From the Actions menu, select Duplicate.
5. You can change the Quantity.
6. Change the Quantity and click Save after that click Submit.
7. The Duplicate PR was Automatic Approved because the price less than 5000.
Practice-04: Reassigning a Requisition
================================
Overview
In this practice you will reassign the first requisition you created to another person.
Steps
3. In the Search Results region, open the requisition you created in Practice‐03 by clicking the requisition number.
4. From the Actions menu at the top of the Requisitions page, select Reassign.
5. On the Reassign Requisition dialog, enter Roth, Calvin in the Reassign To field.
Note: You must use the format: Last Name, First Name.
6. Click OK.
9. The Confirmation dialog box confirms that your requisition was submitted. Click OK.
10. On the Manage Requisitions page, notice the requisition was removed from the Search Results region.
11. Logging by Calvin.Roth user to check PR.
Practice-05: Canceling Requisition Lines
==================================
Overview
In this practice, you will cancel the requisition line.
Steps
3. On the Manage Requisitions page, in the Search Results region, click the requisition number that need to cancel it.
4. From the Actions menu, select Cancel.

5. On the Cancel dialog, in the Reason field enter No longer needed. And Click OK.
Note: You can delete the PR before you Submit the PR after the Submit the PR can’t delete it but you can cancel it.
After click Submit you can’t delete the PR.

Practice-06: Withdrawing and Editing a Requisition Pending Approval
==========================================================
Overview
In this practice, assume that we have Self Service Procurement Offerings, you will create and submit a requisition for a quantity of 60 each. Then
you will withdraw and edit the requisition while it is in pending approval status, to change the quantity to 50 each.
Steps
2. On the Requisitions page, perform a simple search by entering whiteboard in the Search field, then click the Search button.
3. On the Search Results page, click the Can’t find what you need - click here link.
4. On the Create Request page, in the Item Description field, enter Whiteboard.
5. In the Category Name field, enter Office Supplies.
6. In the Quantity, enter 60.
7. Select Ea from the UOM, drop-down.
8. In the Price field, enter 100.00.
10. Click the Shopping Cart icon, and in the dialog click Submit.
11. Click OK on the confirmation dialog.
12. Click the Manage Requisitions link.

13. On the Manage Requisitions page, locate the row for your new requisition and click the requisition number to open it.
14. On the Requisition page, from the Actions menu select Withdraw and Edit.
15. You receive a warning message indicating that you are withdrawing the requisition from the approvals process. Click Yes.
16. On the Edit Requisition page, change the Quantity from 60 to 50. And Click Submit.
Practice-07: Creating Noncatalog Requisition
=====================================
Overview
In this practice, we will create PR to Request items not found in the catalog. Item not define in Mater Item like expense items.
Steps
02. On the Create Noncatalog Request page, select the Item Type drop-down to display the billed by amount (Services) and billed by quantity
(Goods) options. In this practice we will choose by quantity options.
Note: when we choose by quantity the Quantity field and Price field appear. And if we choose by amount the Amount field appear.
3. Fill the Item Description field and choose the Category Name field.
4. Choose the UOM Name field and enter the Quantity and Price after that click Add to Cart. And click Submit.
5.21 : Requisition Life Cycle
View Life Cycle to check the PR if we create PO form it.

5.22 : Auto Create PO
Practice 01: Creating a Purchase Order by Using Process Requisitions (Auto Create PO).
Overview
You will use the Process Requisitions feature to review and manually process requisitions into purchase orders.
Steps:
01. First check the Manage Purchasing Document Approvals.

02. We will create the PO by Calvin.Roth user (Procurement Manager). In the Navigator, under Procurement, click Purchase Orders.
03. On the Overview page, click the Tasks tab, then click Process Requisitions.
04. On the Specify Procurement BU dialog, select the Procurement BU: US1 Business Unit. And click OK.
05. On the Process Requisitions page, in the Requisitioning Business Unit field, enter: US1 Business Unit.
06. In the Search Results, notice all the open requisitions and their lines. In the following steps, you will select lines from the requisition.
07. Select both lines from your first requisition.
08. Press Shift and Click on each of the requisition lines to highlight them.
09. Click the Add to Document Builder button.
10. Fill the Following fields:

Type: New Order: to create new PO. Existing Order: Add the requisition to existed PO. New Negotiation: To create new REQ.
Source Agreement: To add the requisition to Blanket Purchase Agreement.
Style: Choose the Document Styles.
11. As needed, scroll to bottom of Document Builder pane so the Edit/Create/Clear buttons are visible, and click the Edit button.
12. The application has grouped like items from the requisition for you, based on the source agreement attributes. You could override this
by choosing a different option in the Actions menu.
Create the Purchase Order.
13. Click the Create button.
14. Click the OK button in the information dialog.

15. Choose the Supplier.
15. From the Edit Document (Purchase Order) page, click Submit.
16. Click OK for the confirmation. And Click Done.
17. Search for the PO. From the Manage Order (PO Summary in EBS). The PO need Approval.
18. Click notifications and click Approval to approve the PO.
19. Now we need to logging by ATC.Consultant.SCM user and approve the PO.
20. Click notifications and click Approval to approve the PO.

Purchase Order Status
=====================
Incomplete: You save the PO without Submit.
Open: You submit and approval the PO.
Closed for Receiving: You receiving the PO.
Closed for Invoicing: You receiving and invoicing the PO.
Closed: The PO is Finally Close.
5.23 : PO Creation
Practice 01: Creating a Purchase Order without PR.
Overview
You will create a purchase order for some goods without Requisition.
Steps:
1. From the Navigator, under Procurement, click the Purchase Orders work area link.
Create a New Purchase Order

2. Use the Overview page to perform common tasks for your purchasing documents, contract deliverables, and supplier
base. Click the Tasks tab, and then click the Create Order task.
3. Use the Create Order dialog to enter basic information about the order.
4. Leave the Style field set to Purchase Order.
5. In the Procurement BU field, select: US1 Business Unit.
6. In the Requisitioning BU field, select: US1 Business Unit.
7. In Supplier enter: office. From the list of values select Office Depot.
Notice that the information in the remaining fields is defaulted in.
Add a Line for Goods
9. Use the Edit Document page to edit and submit purchase orders.
Use the Lines section to create and manage order lines.
In the Lines section, click the Actions drop-down list and select: Add Row.
10. Enter the following.
□ Item = WR11515
□ Quantity = 5
□ Price = 100
11. Click the Schedules tab.
12. In Requested Delivery Date, enter: a date two weeks from today.
13. Click the Submit button.

14. Click OK for the confirmation that your order was submitted.
5.24 : PO Life Cycle
Purchase Order Life Cycle to check if you Receiving and Invoicing the PO.
5.24: PO Receiving
Practice 01: Receive the PO
Overview
In this practice, we will create PR after that create PO and receive it.
Steps
05. Click Shopping Cart after that click Submit.
06. Copy PR number and click OK.

Create the Purchase Order.
07. In the Navigator, under Procurement, click Purchase Orders.
08. On the Overview page, click the Tasks tab, then click Process Requisitions.
09. On the Process Requisitions page, in the Requisitioning Business Unit field, enter: AG_BU_02.
10. In the Search Results, enter the Requisition Number and click Search.
11. Select Requisition line, and click the Add to Document Builder button.

Type: New Order: to create new PO. Existing Order: Add the requisition to existed PO. New Negotiation: To create new REQ.
Supplier: Choose the Supplier
Style: Choose the Document Styles. And click OK.
11. As needed, scroll to bottom of Document Builder pane so the Edit/Create/Clear buttons are visible, and click the Create button.
14. Click the OK button in the information dialog.

15. Click the Submit button.
16. Click the OK button, after that click Done.
PO Receiving
17. We will check the quantity for AG-100000015 Item, from Supply Chain Execution -> Inventory Management.
18. Click the Tasks tab, and then click the Manage Item Quantities task.
19. Enter Item Code and Click Search.

20. The Item in the Inbound that is mean the Item in PO stage. We need to receive it.
21. Click the Tasks tab, and choose Receipts in Show Tasks, then click the Receive Expected Shipments.
22. Enter Item Code and Click Search.
23. Select PO line and Click Receive.
24. Enter the quantity then click Create Receipt.

25. Click Submit.
26. Copy the Receipt Number then click OK.

27. Check again the quantity Item. Now the Item in Receiving area.
28. Click the Tasks tab, and choose Receipts in Show Tasks, then click the Inspect Receipts.
29. Enter the Receipt Number and click Search.
30. Select the Receipt Line then Click Inspect.
31. Click Submit.

32. Click the Tasks tab, and choose Receipts in Show Tasks, then click the Put Away Receipts.
34. Select the Line and click Put Away.

35. Choose the Subinventory then click Submit.
36. Click OK.
37. the Item in the Subinventory.

38. Check the Life Cycle for the Requisition.
Practice 02: Receive the PO Use My Receipts
Overview
In this practice, we will create PR to request Noncatalog Item, then create PO and receive it by use My Receipts.
Steps
02. Fill the fields then click Add to Cart.
03. Click Submit.

04. Create PO from the PR.
05. Select the Line and click Add to Document Builder.

06. Click Create.
07. Click Submit.
08. Click OK.

09. To receive the PO, In the Navigator, under Procurement, click My Receipts.
10. Select the PO Line then click Receive.

11. Enter the quantity then Click Submit.
12. click OK.

Practice 03: Use Unordered Receipts
Overview
In this practice, we will Receive the Item without PO then Create PO and match the PO with unordered Receipt.
Steps
1. First setup the Manage Receiving Parameters to enable Allow unordered receipts option.
2. Setup the Item Parameter to enable Allow unordered receipts option as Master Item and Inventory Organization level.
3. From Supply Chain Execution -> Inventory Management.
4. Click the Tasks tab, and choose Receipts in Show Tasks, then click the Create Unordered Receipt Line.
5. Choose the Item and Quantity and Location then click Create Receipt.
6. Choose the Supplier and click Submit.
7. Copy the Receipt Number and click Ok.

8. You received the Item and after some time you want to create PO and match with the Unordered receipt. From Purchase Order Click the
Tasks tab, then click Create Order.
9. Enter the Supplier and click Create.

10. Click Create icon to add the line and choose the Item and quantity and price fields, then click Submit.
11. Copy the PO Number and click OK.

12. Click the Tasks tab, and choose Receipts in Show Tasks, then click the Receive Expected Shipments.
13. Enter PO Number and Click Search.
14. Select PO line and Click Receive.

15. Enter the quantity then click Create Receipt.
16. Click Submit.
17. Copy the Receipt Number then click OK.

18. Click the Tasks tab, and choose Receipts in Show Tasks, then click the Inspect Receipts.
19. Enter the Receipt Number and PO Number then click Search.
20. Select the Receipt Line then Click Inspect.

21. Click Submit.
22. Click the Tasks tab, and choose Receipts in Show Tasks, then click the Put Away Receipts.

24. Select the Line and click Put Away.
25. Choose the Subinventory then click Submit.
26. Click OK.

5.26: Supplier Agreements ( BPA , CPA)
 Blanket Purchase Agreement

You create blanket purchase agreements when you know the details of the goods or services you plan to buy from a specific supplier in a
period, but you do not yet know the detail of your delivery schedules. You can use blanket purchase agreements to specify negotiated prices
for your items before actually purchasing them. Prices for items can be negotiated on a blanket purchase agreement by a procurement
business unit which can then be made available to multiple requisitioning business units.
 Contract Purchase Agreement
You create a contract purchase agreement with your supplier to agree on specific terms and conditions without indicating the goods and
services that you will be purchasing. You can later issue purchase orders referencing your contracts using terms negotiated on a contract
purchase agreement by a procurement business unit which can then be made available to multiple requisitioning business units.
Practice-01: Create Blanket Purchase Agreement

=========================================
Overview
In this practice, we will create Blanket Purchase Agreement then create PR and the system will create PO automatically.
Steps
1. In the Navigator, under Procurement, click Purchase Agreement.
2. On the Overview page, click the Tasks tab, then click Create Agreement.
3. Choose the Style field as Blanket Purchase Agreement or Contract Purchase Agreement, and enter the Supplier then click Create.
- Start Date and End Date for this Blanket Purchase Agreement
- Agreement Amount: the amount for this Blanket Purchase Agreement
- Minimum Release Amount: Optionally, the minimum amount when you create release from this Blanket Purchase Agreement
- Create + Icon: to add the Items with this Blanket Purchase Agreement
5. You can click Edit Icon to edit at line level.
6. Select the Line and click the Edit Icon to edit the line.
Price Break Type: Select the Price Break Type that defaults on blanket purchase orders
- Cumulative: Price breaks apply to the cumulative quantity on all release shipments for the item.
- Non-cumulative: Price breaks apply to quantities on individual release shipments for the item.
Create + Icon: to create Price Break for the Line.
7. We create two Price Break: if you buy 10 pieces for the Item you will get 10% Discount, and if you buy 20 pieces for the Item you will get
20% Discount, then click OK.
8. Click Controls then enable Automatically generate orders if you want to create PO Automatically after you create PR.
And enable Automatically submit for approval to approve the PO automatically.
9. Click Submit.
10. Click OK.
11. The Blanket Purchase Agreement will be Automatically Approve.

Create Requisition
13. Choose the Item and the Blanket Agreement Number and the Quantity. then click Add to Cart.
Note: The system gets the Price form Blanket Purchase Agreement, if the quantity equal 19 the price will be 45 (Price Break).
14. Add another Item to the Requisition, then click Add to Cart.
15. Click Shopping Cart then click Submit.

16. Click ok.
17. The PR Approved, open it to view the details.
18. The PO created automatically.

Practice-02: Create PO from Blanket Purchase Agreement
=================================================
Overview
In this practice, we will create PO from Blanket Purchase Agreement Number (3).
Steps:
1. From the Navigator, under Procurement, click the Purchase Orders work area link.
2. Click the Tasks tab, and then click the Create Order task.
3. Use the Create Order dialog to enter basic information about the order.
4. Leave the Style field set to Purchase Order.
6. Add the Supplier then click Create icon to add the Items.
07. Add the Items that are in Blanket Purchase Agreement Number (3).
Note: the system adds the Blanket Purchase Agreement in Agreement field and Price Filed.
08. Click Submit.

09. Click OK.
Review Blanket Purchase Agreement

------------------------------------------------------
In Released Amount Field clarify the Order amount in Practice-01 and Practice-02.
Fusion Order Management
===============================================================================
Overview of Oracle Order Management
================================
Security
The standard roles that will be enabled as part of this Solution Set are listed below. Refer also to the associated Security Matrix accelerator asset
for further information.
Security Role Description

Order Entry Specialist Individual who is responsible for creating new sales orders, updating
existing sales orders, and creating sales order returns.
Pricing Administrator Manages price execution setup, customer pricing profile, pricing segments,
pricing strategies and pricing rules.
Pricing Analyst Analyzes historical prices, trends and margins and then helps in determining
future prices of products and services.
Pricing Manager Manages and approves pricing entities. Also manages price execution
setup, customer pricing profile, pricing segments, pricing strategies and
pricing rules.
Order Administrator Configures all setup-related activities for order orchestration or order
promising.
Order Manager Manages coordination of fulfillment, which includes expediting orders to
ensure they are fulfilled properly and on time. Also manages exceptions and
issues with order fulfillment.
Supply Chain Individual responsible for supply chain application administration.
Administrator Collaborates with supply chain application users to maintain consistent
application setup, rules, and access.
Supply Chain Individual responsible for coordinating and monitoring the activities
Operations Manager associated with executing and managing supply orders.
6.01 : Fusion Order Management Set-up and Maintenance
Manage Planning Source Systems for Org Collect, Select M.Org to collect new items
Manage Order Profiles DOO_DISPLAY_CURRENCY if not found run collect Request
DOO_CURRENCY_CONVERSION_TYPE Add in Pricing to show all rates in Financial
Manage Order Management Parameters - General Item Validation Organization M.org
Preparer for Procurement Default Preparer for All PR from B2B & Drop Ship
Customer Relationship Type
OM
Activate Credit Check on Order Submit Y or N - Cst Profile & Payment Terms > Cash bug in old version
Credit Check Failure at Order Submit Header or Line level
Send Discount Details to Billing Systems Show Disco in Bill or only final price
Start Approval Process for Sales Orders
- Pricing Def. UOM Class

Item Catalog
Manage Orchestration Process Definitions DOO_BillOnlyGenericProcess Exp Item SO -> Invoice
DOO_OrderFulfillmentGenericProcess B2B, Drop Ship Schedule > Request Supply "PR" Pause "Proc Cycle Done"
==> exclude schedule to work without GOP "Check Availability" Ranking
ShipOrderGenericProcess Standard Cycle
Orchestration ReturnOrderGenericProcess
Custom in Project AR invoice > Ship Confirm, or exclude schedule, Manual
Schedule or Reservation
Manage Orchestration Process Assignment Rules Assign Orchest.To SO based on Rule, Exp item "not shippable auto select
Workflo
Task for Run: Collect Planning Data for retrieve any update in Onhand on Org/Sub (Org in Planning Source Systems)
Manage Sourcing Rules

Items Fulfilled ‫( ﻣﻧﻳﻥ‬Standard, Drop > Global, B2B > Global & Local
Start date > SO for the Sourcing Rule
B2B Proc > Buy from Sup (No onhand from Sup)
B2B Transfer (IMT) from Org
B2B Make > Work Order Mnuf Org.
GOP reservice to 99999 B2B Qty ‫ﻋﻠﻰ ﺑﺿﺎﻋﻪ ﻣﺵ ﻣﻭﺟﻭﺩﺓ‬
Manage ATP Rule Promising Mode , Supply
ATP Rule Assignment Org, Item , Item & Org > B2B item from org > Add Assignment Set
Manage Assignment Sets only one > to add in Profile

"Stand SO > Item, Sourcing Rule Global "Org Sourc" Drop Ship > Item Sourcing
Rule Sup "Sup" B2 B > Item, Sourcing Rule Global "Org Sourc"
Item & Org, Org Name, Item, Add B2 B Sourcing Rule "
Item & Cst > item ‫ﺑﺱ ﺑﻌﻳﻧﻬﺎ ﻟﺷﺭﻛﺔ ﺑﺑﻳﻌﻪ‬
Manage Administrator Profile Values MSP_DEFAULT_ASSIGNMENT_SET Add Assignment Sets
Run > Refresh and Start the Order Promising Server After Update GOP Setup
Manage Price List List, Item Price, Allow Manual Adj> Personlaz Rule to hide it, Disc, Set
Manage Discount List
Pricing Manage Customer Pricing Profiles Cst link with Segment
Manage Pricing Lookups ORA_QP_CUST_PRICING_SEGMENTS Cst Pricing Segment Lookup
Manage Pricing Segments Case Dif Price per group of Cst (Classification for Cst to make group)
Manage Price Strategy Name, BU, $, Conv Rate, Allow Manual Adj, No Approval workflow
Manage Pricing Strategy Assignments Link Pricing Segments with Price Strategy
Manage Currency Conversion Lists Conversion rate in GL not effect on Order need to redefine
Manage Order Approval Rule
Inventory Organizations Structure

Manage Sub-Inventory
Items Parameters needed to be sold Should be defined.
Inventory Receiving Parameters
Management Picking Rules Assignment
Manage Ship Confirm Rules
Manage Pick Wave Release Rules
Manage Shipping Parameters
6.02 : Manage Planning Source Systems
Note: You need to run Collect Planning Data Request before start the setup to Collect order reference data (Organizations and Currencies),
because some time your organizations not appeared.
01. From the Home, under Order Management, click Gop
02. Click the Tasks tab, and then click the Collect Planning Data.
03. Choose the fields then click Submit.
Collection type field:
 Targeted: Choose the Targeted collection type when you want to collect a significant volume of source system data. Typically, you use the
Targeted collection type in scenarios such as bulk upload of transaction data, instance upgrade, and change in collection filters.
 Net change: Choose the Net change collection type when you want to collect changed data and new records since the last successful
collection cycle.
 Automatic selection: Choose the Automatic collection type when you want the planning process to decide and automatically select an
appropriate collection type for each of the entities.
Note: Every time you enable or disable external data collection, you must run a targeted data collection to ensure complete refresh of data in the
data repository
Manage Planning Source Systems:
Make sure that there is a SOURCE system that is Oracle fusion and all flags are enabled then Manage organization list and enable organizations
for collections.
02. Click the Tasks tab, and then click the Search.
03. Select OPS line then click Manage Organization List to add your Organizations.
04. Select the Organizations then click Save and Close after that click Done.
6.03 : Manage Order Profile
03. Setup the DOO_DISPLAY_CURRENCY Order Profile and DOO_CURRENCY_CONVERSION_TYPE Order Profile
6.04 : Manage Order Management Parameters
03. Setup the parameters:
- Item Validation Organization: choose the master organization.

- Preparer for Procurement: Indicates worker information for Oracle Fusion Procurement (PR), specific to drop ship and back-to-back orders
- Customer Relationship Type: Indicates whether a customer is a single customer or has related customers.
- Activate Credit Check on Order Submit: Indicates whether credit checking is executed during order submission.
Credit checking: feature of Oracle OM provides the ability to check that the customer has sufficient credit available with the organization at the
point of order booking, picking, packing and shipping. Credit check rules, order transaction type, payment terms and credit profiles are the key setup
entities that influence the credit check process.
- Credit Check Failure at Order Submit: Indicates whether the Order should be saved in Draft Status or Submitted status when Credit
Check fails during order submission (the failure at the line or at all (header)).
- Send Discount Details to Billing Systems: Indicates whether to send the list price and discounts, or only the net price, to
downstream billing systems (Show Disco in Bill or only final price)
- Start Approval Process for Sales Orders: Indicates whether approvals need to be initiated for orders from a given source order system.
(we need to enable the approvals).
- Default Price Periodicity UOM Class: Indicates the UOM Class for recurring and Usage charges.
6.05 : Manage Orchestration Process Definitions
About Oracle Orchestration:

Orchestration (Workflow in EBS) is a set of activities performed on multiple entities or hosts to achieve a specific purpose. With Oracle
Orchestration, these activities can be performed as a single step across large number of systems.
Oracle Orchestration provides you with a workflow automation tool in Oracle Cloud for system administrators and developers to automate
processes and tasks across cloud and on-premises environments.
Process Name: DOO_BillOnlyGenericProcess: for expense or service Item SO -> Invoice
Note: You can copy the Process and alter it (Custom in Project AR invoice > Ship Confirm, or exclude schedule, Manual Schedule or Reservation)
Process Name: DOO_OrderFulfillmentGenericProcess: Using any of the following flows: standard shipment from warehouse, drop shipment, and
back-to-back.
Process Name: ShipOrderGenericProcess: The ship order generic orchestration process (for Standard Cycle).
Process Name: ReturnOrderGenericProcess: The return order generic orchestration process.

6.06 : Manage Sourcing Rule
You can define sourcing rules that specify how to replenish items in an organization and choose the sourcing, such as purchased items in plants.
Sourcing rules can also specify how to replenish all organizations, as when the entire enterprise gets a subassembly from a particular organization
Practice-01: Create Sourcing Rule

=================================================
Overview:
In this practice, we will create Sourcing Rule for Standard order-to-cash cycle.
Prerequisites:
You need to run Collect Planning Data Request before start the setup to Collect order reference data.
03. We will create Template for Collection Planning Data.
Steps:
01. From the Navigator, under Order Management, click the Global Order Promising (GOP) work area link.
02. Click the Tasks tab, and then click the Manage Sourcing Rules task.
03. On the Manage Sourcing Rules page, in the Actions menu, select Create.
04. Enter a unique sourcing rule name.

05. Indicate whether this sourcing rule is used for all organizations (Global) or a single organization (Local).
If the sourcing rule is Local, you must enter an organization name; otherwise, your current organization will be the receiving organization.
Note: for Standard order-to-cash cycle and Drop shipment use Global Organization Assignment Type, and for Back-to-Back Orders Cycle
use Local Organization Assignment Type.
06. Enter effectivity dates. You must enter a start date, but entering an end date is optional
07. Click Create Icon to add the Source.
Source Type:
Buy from: Sourced from an external supplier.
Transfer from: Sourced through an interorganization transfer.
Make at: Sourced from an internal organization that manufactures the item.
Allocation Percentage:
Enter an allocation percentage for each shipping organization. Allocation percentage includes the number of planned orders issued to the part
for the entire the planning horizon.
Rank:
Enter a numeric rank value to prioritize each sourcing type. (If you have two sources with the same allocation percentage, planned orders are
sourced from the highest rank first)
=================================================
Overview:
In this practice, we will create Sourcing Rule for Drop shipment cycle.
Steps:
04. Enter a unique sourcing rule Name. and in Organization Assignment Type field choose (Global).
6. Click Create Icon to add the Source, then enter the fields. After that click Save.
=================================================
Overview:
In this practice, we will create Sourcing Rule for Back-to-Back Orders Cycle.
Steps:
04. Enter a unique sourcing rule Name. and in Organization Assignment Type field choose (Local). And enter the Organization.
6. Click Create Icon to add the Source, then enter the fields. After that click Save.
6.07 : Manage ATP Rule
You create available-to-promise (ATP) rules and allocation rules to define how the items on fulfillment lines are promised by the order promising
engine. ATP rules and allocation rules enable you to govern the behavior of the order promising engine. You can configure different types of rules
and assign them in various ways to items and organizations to enable you to get different behavior for different items. You create sourcing rules,
and assign the sourcing rules to assignment sets, to define your supply sources and supply chains used when order promising conducts a supply
chain availability search.
The promising mode of an available-to-promise (ATP) rule determines which set of attributes the order promising logic evaluates when determining
ATP results. When creating an ATP rule on the Manage ATP Rules page, the first thing that you must specify is which of the three promising modes
is applicable to the ATP rule. These are the three promising modes:
- Supply Chain Availability Search
- Lead Time Based
- Infinite Availability Based
Supply Chain Availability Search

You create ATP rules in supply chain availability search mode for assigning to items for which you want promising results determined by
a search for available product supply. The supply chain availability search promising mode provides complex and highly configurable
promising functionality that enables you to configure how the search will be conducted. Here are the key points of the supply chain
availability search mode:
 The search mode is a comprehensive and highly configurable mode of promising.

 Detailed availability search is performed across supply chain depending on the options that you select when you create the rule.
 Pegging information is generated by the engine.
 Lead times, calendars, capacities, transport modes, and supply chain network are considered during promising.
When you create ATP rules in supply chain availability search mode, you specify many additional attributes including these:
 Whether to search components and resources

 Whether to enable a profitable-to-promise search
 Whether to respect allocation constraints
 Which types of supply and demand to consider
 What lead time to use for the infinite availability fence
 How many days to consider for past-due demand and past-due supply
Infinite Availability Mode
You create ATP rules in infinite availability mode most often for assigning to items that are not constrained in supply and are of low
value. Here are the key points of the infinite availability based mode:
 The item is promised on the requested date irrespective of availability.

 No availability search is performed.
 Calendars are respected during promising.
 The order promising engine does not generate any pegging.
 Transit time constraints are respected; therefore, requests within transit lead times are promised after accounting for the transit
lead time.
No other attributes are associated with the infinite availability mode of promising.
Practice-01: Create ATP Rule
=================================================
Overview:
In this practice, we will create ATP Rule using Supply Chain Availability search mode.
Steps:
02. Click the Tasks tab, and then click the Manage ATP Rules task.
03. On the Manage ATP Rules page, in the Actions menu, select Create.
04. Enter the Name, then choose Supply Chain Availability search mode and enter the fields.
04. After create ATP Rule click ATP Rule Assignment to assign it to Organization or Category or
Item. The following lists the four choices for assignment basis in order of least granular to most
granular:
 Category
 Item
 Organization
 Item and organization (for Back-to-Back Orders Cycle)
6.08 : Manage Assignment Sets
Once you have defined your sourcing rules and bills of distribution, you must assign them to particular items and/or organizations. These
assignments are grouped together in assignment sets. This is where your various sourcing strategies define a particular supply chain network.
Each assignment set to represents selection of organizations and/or items you want planned. To influence the planning process, you must include
an assignment set in your plan options.
In an assignment set can assign your sourcing rules and bills of distribution at different levels, as follows:
- Global
- Organizations
- Categories
- Categories Organizations
- Item
- Items Organizations
Practice-01: Manage Assignment Sets

=================================================
Overview:
In this practice, we will create Assignment Set then assign the Sourcing Rules that is creating in 6.06: Manage Sourcing Rule lesson.
Steps:
02. Click the Tasks tab, and then click the Manage Assignment Sets task.
03. On the Manage Assignment Sets page, in the Actions menu, select Create.
04. Enter the Name for new Assignment Set. Then click create Icon.
05. for Sourcing Rules with Standard or Drop shipment use Item in Assignment Level field, and for Back-to-Back Orders Use Item then
use Item and Organization.
6.09 : Assign Profile Option (MSP_DEFAULT_ASSIGNMENT_SET)
03. Search for Manage Administrator Profile Values task.
04. Search for MSP_DEFAULT_ASSIGNMENT_SET Profile Option.

05. choose your Assignment Set in Profile Value field, then click Save.
6.10 : Task: Collect Planning Data
After finished the setup you need to run Collect Planning Data Request to Collect order reference data.
6.11 : Run: Refresh and Start the Order Promising Server
After finished the setup you need to run Refresh and Start the Order Promising Server Request
01. From the Tools click Scheduled Processes
02. Click Schedule New Process.

03. Search for the Refresh and Start the Order Promising Server Request.
04. check the boxes then click Submit.

6.12 : Manage Price List
After completing this lesson, you should be able to:

• Create a price list for standard and coverage items
• Describe adjustments
• Describe pricing charges
Price Lists
• Price lists are:

– A defined collection of prices for items or services targeted for a set of customers for a specific period of time
– Pricing charges - represented by a price type, charge type, and charge subtype
– A means of capturing base list prices and other types of adjustments to arrive at the list price
– Assigned to a pricing strategy. You can assign the same price list to multiple strategies.
• You can:
– Use multiple types of price lists
– Import and export price lists
– Create and add new price list items to an existing price list through price list import through file-based data import
– Maintain pricing rules in bulk through ADFdi
01. From the Home, under Order Management, click Pricing Administration.
02. Click the Tasks tab, and then click the Managing Price Lists.
03. Click Create icon to create new Price Lists.

04. In the Create Price List dialog box, enter the following header values, then Click Save and Edit.
05. Click Create icon to add the Items.

06. Enter the Item information then Click Create Charge to add the Item Price.
07. Enter the fields, check the Allow manual adjustment box to you can change the price item when you create the order.
09. Click Add Tiered Adjustment to create Discount for the Item.
09. Tier Basis Type: – Item quantity – Extended amount, Aggregation Method (Support): – on line – on document
Adjustment Type: – Discount amount – Discount percent – Markup amount – Markup percent – Price override
10. In the Tiered Pricing Rules click Create icon. Then Click Save and Close.
11. In the Access Sets choose the Common Set. Then Click Approve.
6.13 : Manage Discount List
1. In the last practice We created Discount List from Add Tiered Adjustment, another way to create Discount List from Tasks tab, and then click
the Managing Discount Lists.
02. Click Create icon.

03. In the Create Price List dialog box, enter the following header values, then Click Save and Edit.
04. Click Create icon to add the Items.

5. Click Create icon to add the Discount Rule and fill the fields in dialog box, then click Create icon to add Pricing Rule.
6.14 : Manage Customer Price Profile
01. From Tasks tab, and then click the Manage Customer Pricing Profiles.
03. Fill the fields then click Save and Close.

4. Create another Customer Pricing Profile.
6.15 : Manage Pricing Lookups
1. In the Navigator, click the Setup and Maintenance work area link. Then from Tasks click Search.
2. Search for ORA_QP_CUST_PRICING_SEGMENTS Lookup Type. and then click Create icon.
03. We created two Lookups.
6.16 : Manage Price Segment
01. From Tasks tab, and then click the Manage Price Segments.
02. We created two Pricing Segments and join them with Lookups.
6.17 : Manage Price Strategy
01. From Tasks tab, and then click the Manage Price Strategy.
02. Click Create Icon to create new Pricing Strategy.

03. Enter the fields then click Save and Edit.
04. Add your Price List to the Pricing Strategy.

5. Click Approve and then click Yes in the warning message.
6.18 : Manage Price Strategy Assignments
01. From Tasks tab, and then click the Manage Pricing Strategy Assignments.
02. Click Create icon to create new Pricing Strategy Assignment.

03. Enter the fields then click Save after that click Create Assignment Matrix.
6.19 : Manage Currency Conversion Lists
01. From Tasks tab, and then click the Manage Currency Conversion Lists.

03. Fill the fields then click Create icon.
6.20 : Perform Order to Cash cycle
Practice-01: Create Standard Sales Order

=================================================
Overview:
In this practice, we will create Standard Sales Order.
Steps:
01. From the Home, under Order Management, click Order Management.
02. Click Create Order.

03. Enter the Customer, then search for the Item in the Order Line.
04. Under the Shipment Details enter the Shipping Method.
05. Under the Shipment Details enter the Warehouse.

06. Check the information Under the Billing and Payment Details.
07. Enter the quantity then click Add.

08. Select the line then click Submit to submit the order.
09. Copy the Number then click OK.

10. From Actions click Switch to Fulfillment View.
11. Click Fulfillment Lines.

12. Click Orchestration Process Number to check the task status.
13. The order waiting for the shipping.

14. From the Navigator, under Supply Chain Execution, select Inventory Management.
15. Click the Tasks panel tab, and in the Show Tasks list, select Picks.
16. Click Create Pick Wave.

17. Enter the fields then click Release Now.
18. Copy the Pick Wave Number then click OK.
19. When we created the Pick Wave, the system creates two Requests.
20. Open the Print Pick Slip Report.
21. To check Item quantity Reservation, Click the Tasks, and in the Show Tasks, select Inventory, then click Manage Reservations and Picks.
22. Enter the Item Code and SO Number the Click Search.
23. Click the Tasks panel tab, and in the Show Tasks list, select Shipments, then Click Manage Shipment Lines.
24. Enter the Order Number then click Search, and enter the Shipped Quantity.
25. From Actions, click Ship Confirm.
26. Check the Process Status.

27. We need to Run Import AutoInvoice Request.
28. Check the Process Status, the Invoice Task Billed, and the Order Status Closed.
Practice-02: Return the Item
=================================================
Overview:
In this practice, we will Return the Item from the Order created in Practice-01.
Steps:
01. From the Home, under Order Management, click Order Management.
02. Search for the Order.

03. Select the Order Line, then click Return.
04. Enter the quantity you want to return, and in the Return Type choose you want to return the item and credit, or credit just.
05. After fill the fields, press Create Order.
05. Click Submit.

06. Copy the order number, then press OK.
07. From Actions click Switch to Fulfillment View, then click Returns, press the Orchestration Process Number.
08. We need to receive the item
09. Under Supply Chain Execution, select Inventory Management.

10. Click the Tasks panel tab, and in the Show Tasks list, select Receipts.
11. Click Receive Expected Shipments.
12. Search for the Return Order, then select the line and press Receive.
13. Enter the quantity, then click Create Receipt.
14. Click Submit.

15. Copy the Receipt Number, then Click OK.
16. From the Tasks panel tab, click Put Away Receipts.
17. Search for the return order, then select the line and press Put Away.
18. Enter the Subinventory, then click Submit.
19. Press OK.
20. We need to run Send Receipt Confirmation Request.

21. Enter the Parameters, and click Submit.
22. Check the Return Order status, the Item Delivered.

23. We need to Run Import AutoInvoice Request.
24. Enter the Parameters, and click Submit.

25. Check the Return Order status, the Invoice Billed.
26. The Order Status Closed.

6.21 : Internal Material Transfer (IMT)
Practice-01: Setup Internal Material Transfer

====================================
Overview:
In this practice, we will Setup Internal Material Transfer (IMT).
Steps:
01. Enable the Internal Material Transfers.

02. Create new Item.
03. Create Item Cost Profiles.
04. Cost Inventory Item in Cost Management.
05. Manage Interorganization Parameters.
06. You must create Locations for resource and destination organization, or assign the location when we create the organizations.
07. Manage Shipping Parameters.
08. Manage Receiving Parameters.
09. Manage Transit Times.
10. Manage Planning Source Systems.
11. Create Miscellaneous Transaction.
12. Run Collect Planning Data.
13. Run Refresh and Start the Order Promising Server Request
14. Manage ATP Rules.
15. Manage Sourcing Rules.
16. Manage Assignment Sets.
17. Manage Administrator Profile Values.
18. Run Collect Planning Data.
19. Run Refresh and Start the Order Promising Server.
Practice-02: Perform Internal Material Transfer cycle
===========================================
Overview:
In this practice, we will Perform Internal Material Transfer (IMT) cycle.
Steps:
01. From the Home, under Procurement, click Purchase Requisitions.
02. From More Tasks, click Update Requisition Preferences.

03. Enter the Destination Organization and Destination Type, then click Save and Close.
04. From More Tasks, click Requisition Line.

05. Enter the Item and the Quantity, then click Add to Cart.
06. Click Review, then press Submit.

07. Copy the PR Number.
08. Waiting for Approval.

09. From Resource Organization, Under Supply Chain Execution, select Inventory Management.
10. Click the Tasks panel tab, and in the Show Tasks list, select Inventory, then Click Manage Transfer Orders.
11. Search for the Transfer Order.
12. Click Submit.

13. Click the Tasks panel tab, and in the Show Tasks list, select Shipments, then Click Manage Shipment Lines.

14. From Actions, click Pick Release.
15. Copy the Request ID, and click OK.

16. Check the Pick Slip Report.
17. View the Item Availability.
18. Check the Item Reservation.
19. Click the Tasks panel tab, and in the Show Tasks list, select Shipments, then Click Manage Shipment.
20. Search for Shipment Number.

21. Enter the Shipped Quantity, then click Ship Confirm.
22. The Requester can check the Requisition process.
23. Now the Destination Organization can receive the Item.
24. Click the Tasks panel tab, and in the Show Tasks list, select Receipts, then Click Receive Expected Shipments.

26. Select the Line and press Receive.
27. Enter the quantity, then click create Receipt.
28. Select the Line, then press Submit.

29. Check the Item in the Destination Organization.
30. The Item in the Receiving area.

31. Click the Tasks panel tab, and in the Show Tasks list, select Receipts, then Click Put Away Receipts.
32. Search by Transfer Order Number.

33. Enter the Subinventory, then click Submit.
34. Now the Item in the On Hand Destination Organization.

Oracle SCM Cloud (Purchasing, Order Management)

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Setup

ID Task Sub Task

Fusion Order Management

 Standard Purchase Order

Use Approved Required

Outside Processing Item

Allow Purchasing Document Description Update

Use Approved Supplier

Receipt Close Tolerance percentage

Currency: the default Currency.

Invoice Close tolerance:

Accrue Expense Items:

1. From your Implementation project navigate to

Type: Alphanumeric or Numeric

First assigned Buyer role to the User.

Access to Other Agents' Documents

• None: The agent has no access to documents owned by other agents.

1. From your Implementation project navigate to

Document Type Determinant Type

Purchase Order Sold-to Legal Entity

Purchase Agreement Procurement BU

1. From your Implementation project navigate to

1. From your Implementation project navigate to

1. From your Implementation project navigate to

Choose your New Style

5.13:01: Specify Supplier numbering

1. From your Implementation project navigate to

5.13:02: Create Distribution Set

1. From your Implementation project navigate to

What is the difference between Prospective and Spend authorized suppliers?

Click on Save to enables other tabs at site level.

1. From your Implementation project navigate to

2. Click the Create icon

3. Fill the Name after that Click the Create icon.

5. Click the Create icon to add another user.

Approval Rule Characteristics:

1. From your Implementation project navigate to

4. Click the Create icon.

5. Fill the Rule Name and Click OK.

7. Search for the Attribute that you need.

Route Using: Approval group

Set Outcome To: Approved

9. We will add another Rule.

11. Click Enable after that Click Deploy.

1. From your Implementation project navigate to

5. Fill the Rule Name and Click OK.

6. Click Add Condition to add condition for AG PO_APPROVAL_LESS_5000 Rule.

8. Click add another to add another Condition.

1. In the Navigator, under Procurement, click Purchase Requisitions.

Set Requisition Preferences

13. In the Item field, click Search.

06. Click Manage Approvals to check if this PR need approval.

07. Applications Development that is mean the PR not need approval.

09. Refresh the Requisitions page.

01. First check the Manage Requisition Approvals.

07. Click Manage Approvals to check if this PR need approval.

13. Return to Calvin.Roth user.

5. You can change the Quantity.

4. From the Actions menu, select Cancel.

After click Submit you can’t delete the PR.

12. Click the Manage Requisitions link.

View Life Cycle to check the PR if we create PO form it.

01. First check the Manage Purchasing Document Approvals.