finance must setup "Rececivables" first for OM and "Payables" and "tax" for

Purchasing

(Finance) Business group - General Ledger - Legal Entity - Operating Unit - chart
of account - Define Calendar - define locations (fin or hr) - accounting periods -
create customers(ar) - create suppliers(ap)

(HR) Persons connected with Users - Jobs - Positions - locations (fin or hr) -
Organization hierarchy - Security profile

when to do profile options (site level or each responsibility level)

OM - shipping - interfacs - run

import shipping locations
run this request after creating a location to be added to location lists

we use Organization hierarchy to open periods with request "open period control"

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Create Responsibilities for Inventory - Purchasing - Order management

(SCM) starts with Inventory - Purchasing Order Managment

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(INV)
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Create Responsibilities for Inventory

Key Flexfields - profile options - create item template - Unit of mesures -

category code - Master Organization - Inventory organizations - organization access
- Subinventory - grant shipping role(OM) - Create items - add Inventory
organization to locations

inventory - setup - flexfield- key - segment

Inventory System Items

1 Inventory Item Catalogs

2 Inventory Item Categories (many structre) choose ITEM_CATEGORIES

3 Inventory Stock Locator (value sets type non only for validations)

4 Inventory Account Aliases

5 Inventory Sales Order

system administrator - profile - system

HR: Security Profile

HR: Business Group
HR: User Type (FOR accessing HRMS functions)
MO: Default Operating Unit
MO: Operating Unit
MO: Security Profile (R12)
GL Ledger Name
GL Ledger Id

note : most of the folowing setup could be done from OM too

create item template

INV - setup - items - templates
INV - setup - items - attribute controls

Unit of mesures
INV - Setup - Unit of mesures - Classes
INV - Setup - Unit of mesures - Unit of mesures
INV - Setup - Unit of mesures - Conversions

INV - setup - items - categories - category code (Item Categories)

INV - setup - items - categories - category sets
INV - setup - items - categories - default category sets

INV - setup - organaizatons - organaizatons (master org - Inventory org)

with Accounting information - Inventory information - Receiving information (not
for master org)

INV - setup - organizations - organization access

INV - setup - organaizatons - subinv

INV - setup - transactions - source types

INV - setup - transactions - types(trans type)
INV - setup - transactions - reasons
INV - setup - transactions - item transaction default

OM - setup - shipping - grant and rule difinitions - define rules

OM - setup - shipping - grant and rule difinitions - grants

INV - Items - Master items

INV - setup - organization - locations

other details tab
Inventory organization : add the inventory organization you want means this
location is only for this organization

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(OM) Order to Cash
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Create Responsibilities for Order Management

(all receivables - customers) from finance - System parameters - Salespersons -

price lists - Item validation organizations - Shipping parameters - transaction
types -sequence for transaction types

OM - setup - system parameters - values

OM - setup - sales - sales person

or
CRM ADMINISTRATOR - maintain resources - import resources

OM - pricing - price lists - setup price list

or from
oracle pricing manager - price lists - setup price list

system adminsitrator - profile - system

QP: Item Validation Organization : put the master organization

OM - Setup - shipping - shipping parameters (or from inventory)

OM - Setup - transaction types - define (order category order or return or mixed)

OM - Setup - documents - define (for transaction type)

name - order management

OM - Setup - documents - assign

order managment - transaction type name - choose sequence

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(Purchasing) procure to pay
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Create Responsibilities for Purchasing

Financial Options - Purchasing options - Approval groups - Approval Assignments -

Document types - buyers

Setup - Organizations - Financial Options

New for first time
get the accounts from the Finance

run request "replicate seed data" from system administrator

Setup - Organizations - Purchasing options

Setup - Approvals - Approval groups

Document total : amount level
Account range : amount level

Setup - Approvals - Approval Assignments

job :
document type : approve purchase requisition
document type : approve standard purchase order
optionaly
document type : approve internal requsition
document type : approve blanket purchase agreement
document type : approve blanket release

Setup - purchasing - document types

Requisition Purchase - update
Requisition Internal - update
"approver workflow" and "workflow start process" and "auto create workflow" and
"auto create workflow start process" should be copied from Requisition Purchase
Purchase Order Standard - update

run request "Fill Employee Hierarchy"

now if requision open then i`m ok for now

now to be able to open purchase order

Setup - Personnel - buyers

must have suppliers declared by finance ap

now if Purchase order open then i`m ok for now