Training Manual-Yarn Safeer NotsS

ORACLE PUCHASING
TRAINING MANUAL
Creation Date:
Last Updated:
Version: 1.0
Table Of Contents
1 Request for Quotation.....................................................4
Overview.....................................................................................................................4
1.1 Menu Path.................................................................................................5
1.2 Enter RFQ Header Information...............................................................6
1.3 Enter RFQ Lines........................................................................................7
1.4 Enter the Supplier Information................................................................9
1.5 Enter the Price Break...............................................................................11
1.6 Enter the Terms of RFQ..........................................................................14
1.7 Enter the Currency for RFQ....................................................................16
2 Quotation.......................................................................18
2.1 Menu Path................................................................................................19
2.2 Search the Relevant RFQ........................................................................20
2.3 Copy the RFQ..........................................................................................22
2.4 Enter the Quotation Header...................................................................25
2.5 Enter Quotation Lines............................................................................26
2.6 Enter the Price Breaks............................................................................27
2.7 Enter the Terms......................................................................................29
2.8 Enter the Currency.................................................................................30
3 Comparative Statement.................................................31
3.1 Menu Path...............................................................................................32
3.2 Enter the Search Criteria........................................................................33
3.3 Assign Quantity to Suppliers..................................................................34
3.4 Send for Approval...................................................................................35
4 Purchase Order..............................................................36
4.1 Menu Path...............................................................................................37
4.3 Select Relevant Supplier.........................................................................39
4.4 Click PO Creation....................................................................................39
4.5 Navigate to Purchase Order Form.........................................................40
4.6 Query Purchase Order Number..............................................................41
4.7 Manage Tax..............................................................................................41
4.8 Send for Approval...................................................................................44
5 Canceling a Purchase Order..........................................46
5.1 Menu Path...............................................................................................47
5.3 Control Document Window....................................................................50
6 Check Purchase Order (PO) Status...............................52
6.1 Menu Path...............................................................................................53
6.2 Enter Search Criteria..............................................................................54
6.3 View Header Information.......................................................................55
6.4 View the Line Information......................................................................56
Page 2
6.5 View Purchase Order Shipment..............................................................57
6.6 View Purchase Order Distribution.........................................................58
6.7 View Action History................................................................................59
7 Run a Report.................................................................60
8 Inward Gate Pass...........................................................66
8.1 Menu Path..................................................................................................67
8.2 Enter IGP Header Information.................................................................68
8.3 Enter IGP Line Information......................................................................69
9 Receipt...........................................................................70
9.1 Menu Path...................................................................................................71
9.2 Search Relevant Purchase Order...............................................................72
9.3 Enter Receipt Header Information............................................................73
9.4 Enter Receipt Line Information................................................................76
10 Receiving Transactions..................................................77
10.1 Menu Path..................................................................................................78
10.2 Search the Relevant Purchase Order or Receipt Number........................79
10.3 Enter Inspection Information...................................................................80
10.4 Enter Deliver to Inventory Information...................................................82
11 Return............................................................................85
11.1 Menu Path..................................................................................................86
11.2 Search the Relevant Purchase Order or Receipt Number........................87
11.3 Enter Return Information.........................................................................88
12 Correction......................................................................89
12.1 Menu Path..................................................................................................90
12.2 Search the Relevant Purchase Order or Receipt Number.........................91
12.3 Enter Correction Information...................................................................92
Page 3
Training Manual - Yarn
1 Request for Quotation

Overview
A request for quotation (RFQ) is a document used to solicit supplier quotations for
goods or services.
RFQ may be created manually without any reference to Purchase Requisition. In
such a case, the user will enter all the information required in the Request for
Information.
Steps Summary:
Creating an RFQ manually is only seven step process as described below:
1.1 – Navigate to the RFQ window
1.2 – Enter RFQ Header Information
1.3 – Enter RFQ Lines
1.4 – Enter RFQ Suppliers Information
1.5 – Enter Price Break
1.6 – Enter the Terms and Conditions
1.7 – Enter the Currency Information
Page 4
1.1 Menu Path

The Navigation Path to the RFQ form is
Authorized Purchasing Responsibility  RFQ and Quotations  RFQ’s
Page 5
1.2 Enter RFQ Header Information
1. Operating Unit will default when form is opened.

2. Type of RFQ will also be auto-populated i.e. Standard RFQ.
3. Use the Status field to control the status of the RFQ. Here you are provided
with the following options;
 In Process - The initial status when you create the RFQ.

 Active - Choose this status when the RFQ is complete and you are ready to
send it to your suppliers. Only Active RFQs are printed.
 Closed - Choose this status to close the RFQ when all suppliers have responded
or when you no longer want responses.
4. Enter the Due Date by which your suppliers must reply.

5. Enter the Close Date for the RFQ.
6. Enter the beginning and ending Effectivity Dates for the supplier quotation.
Page 6
1.3 Enter RFQ Lines
1. Select the Lines tabbed region in the RFQs window.

2. Enter the Item code.
3. Enter an optional Target Price for the RFQ line. You may want to provide a
target price on the RFQ line for negotiation purposes. Enter details in
descriptive flex field values as mentioned in RFQ auto creation method.
4. Enter the DFF information for context value of Yarn by clicking circled box
below.
Page 7
Enter all the DFF information Sale Order, department ETC. and save your work.
Page 8
1.4 Enter the Supplier Information
Now click on the Suppliers button
Following window will appear
Page 9
1. User will select the suppliers from the list of values available in the system.
System will automatically assign a sequence number to the supplier. The site
will be defaulted as soon as we select the Suppliers.
2. Otherwise, user can also select suppliers from list of suppliers maintained for
RFQ purpose only. Save your work.
3. On entering the suppliers, just close the form and we will move to the main
RFQ window.
Page 10
1.5 Enter the Price Break
Now click on the Price Breaks button
Enter the Price Break for the Line and mention other information as appropriate.
Attention: Use this window to request as many price breaks as you want. You can
provide multiple price breaks if you want to receive quotations from your suppliers
for different terms, ship-to locations, or quantities.
Page 11
1. In the Price Break tabbed region, enter the line Number. Purchasing supplies
line numbers in increments of one.
2. Enter the Quantity at this price.
3. Enter the unit Price for the RFQ price break line. You might want to provide
price discounts to indicate to the supplier the prices you would like to receive.
4. Enter the Organization.
5. Enter the Ship-To location of the quotation line shipment. Purchasing defaults
the ship-to location from the RFQ header.
6. Enter the Discount percentage from the unit price for the RFQ line. If you enter
a unit price and break price for this line, Purchasing does not automatically
calculate the discount. You should provide either a break price or a discount,
not both.
7. Enter the Effective Date when you want to be able to start using the quotation
from your supplier. If you leave this field blank, Purchasing applies the
quotation effective date from the RFQ Header window. You can also enter lead
time information instead of date information.
8. Enter the Expiration Date when you no longer need the quotation from your
supplier. If you leave this field blank, Purchasing applies the expiration date
from the RFQ header.
9. Enter the Lead Time for this RFQ line.
10. Enter the UOM you want to use to define the lead time.
11. Enter the Payment Terms for the RFQ. The default is the payment terms from
the RFQ header.
12. Enter the Freight Terms for the RFQ. Purchasing defaults these terms on the
RFQ only if they are different from the freight terms on the RFQ header. The
default is the freight terms from the RFQ header.
13. Enter the FOB point for your RFQ Line. Purchasing defaults this FOB point on
the RFQ only if it is different from the FOB point on the RFQ header. The
default is the FOB name from the RFQ header.
14. Enter the freight carrier for your RFQ. Purchasing defaults this carrier on the
RFQ only if it is different from the carrier on the RFQ header. The default is the
carrier from the header.
Page 12
To enter additional RFQ price break information:
1. Select the More tabbed region in the RFQ Price Breaks window.
2. Enter the line number. Purchasing provides line numbers in increments of one.
3. Choose the Match Approval Level. The default is from the Purchasing Options
window.
 Two-Way - Purchase order and invoice quantities must match within

tolerance.
 Three-Way - Purchase order, receipt, and invoice quantities must match
within tolerance.
 Four-Way - Purchase order, receipt, inspection, and invoice quantities must
match within tolerance.
4. Enter the Quantity Received Tolerance. The default is from the Receiving
Options window.
5. Enter the Quantity Received Exception option.
 None - Receipts may exceed the selected tolerance.

 Reject - Receipts cannot exceed the selected tolerance.
 Warning - The receiver gets a warning message, but receipts can exceed the
tolerance
Page 13
1.6 Enter the Terms of RFQ
Click on the Terms button
Page 14
1. Navigate to the RFQ Terms window by selecting the Terms button in the RFQs
window. All terms and conditions information is optional.
2. Enter the Payment terms for the RFQ.
3. Enter the Freight terms for the RFQ.
4. Enter the freight Carrier for shipment of the RFQ.
5. Enter a Note To Supplier. You can enter up to 240 characters in this field.
6. Save the work.
7. Close the RFQ Terms window
Page 15
1.7 Enter the Currency for RFQ
Click on the Currency button
1. Enter the Currency information, rate type, rate date and conversion rate
incase of a foreign currency. Following are rate types available:
 Spot: An exchange rate which you enter to perform conversion based

on the rate on a specific date.
Page 16
 Corporate: An exchange rate you define to standardize rates for your

company. This rate is generally a standard market rate determined by
senior financial management for use throughout the organization.
 User: An exchange rate you specify when you enter a foreign
currency journal entry.
2. Press done button to move to the RFQ window.

3. Save the RFQ and close.
Page 17
1.
2.
2 Quotation
Overview
A Quotation is a statement of the price, terms and conditions of sales. A supplier

quotes you in response of RFQ. Suppliers consider quotations as an offer to sell
when given in response to an inquiry such as a request for quotation.
An authorized user can enter the quotations with reference to RFQ. In such a case,
most of the information will be defaulted from the RFQ.
Steps Summary:
Entering a quotation is an eight step process as described below:
2.1 – Navigate to the RFQ Window
2.2 – Search the relevant RFQ
2.3 – Copy the RFQ
2.4 – Update Quotation Header
2.5 – Update Quotation Lines
2.6 – Enter Price Breaks
2.7 – Enter Terms
2.8 – Enter Currency
Page 18
2.1 Menu Path
The Navigation Path to the RFQ form is
Authorized Purchasing Responsibility RFQ’s and Quotations  RFQ’s
Page 19
2.2 Search the Relevant RFQ
Click on Find in View Menu bar.
Page 20
Find the relevant RFQ number with reference to which you want to enter quotation
of a supplier.
Page 21
2.3 Copy the RFQ
Copy quotation from the RFQ by moving through
Tools > Copy Document
Enter the Quotation Parameters
Page 22
User will mention following information while copying Quotation from RFQ:
1. Select “Entire RFQ” in “Action” field
2. Select “Standard Quotation” in “Type” field
3. Select supplier from which quote is received
4. Select the relevant supplier site
5. Press “OK” button
Page 23
Completion of Quotation Creation from RFQ
On completing quote creation process, a pop-up note will appear. This notifies the
completion of quotation process and specifies the number assigned to newly created
quotation.
Page 24
2.4 Update the Quotation Header
The Navigation Path to the Qoutation form is
Authorized Purchasing Responsibility  RFQ’s and Quotations  Quotations
1. System will automatically open the newly created Quotation on pressing “OK”
button on previous popup window.
2. You may see the Quotation number assigned to the Quotation, RFQ number,
Supplier, Site and other information as were mentioned in the RFQ.
3. Use the Status field to control the status of the Quotation. Here you are
provided with the following options
In Process - The initial status when you create the Quotation.
Active - Choose this status when the Quotation is available to place orders.
Closed - Choose this status to close the quotation when it is no longer valid.
4. Enter the quote effective date
5. Enter Response date.
Page 25
2.5 Update Quotation Lines
1. Enter the price as quoted by the suppliers.
2. Note from Supplier.
3. Save the work.
Page 26
2.6 Enter the Price Breaks
Click on the Price Breaks button
Enter the per unit price here again and mention any other relevant information as
required in the fields.
Page 27
2.7 Enter the Terms
Click on the “Terms” Button to enter into the Terms window
1. All information here will be defaulted from the RFQ. User may change any
information as per the instructions mentioned by the supplier in the response
to quotations. User will be able to enter/update following information:
 Payment Terms
 Shipment Terms
 Carrier
 Mode of Payment
 Note from Supplier
 Warning Delay
Warning Delays is the number of days before a quotation expires that we want to
receive an expiration warning. When a quotation is due to expire within the
number of days we provide here, purchasing provides a notification on the home
page.
Page 28
2.8 Enter the Currency
Click on the “Currency” button to enter the information about currency.
Save the work.
Note: Repeat the same procedure for entering all the quotations provided by the
suppliers in response of RFQ.
Page 29
3 Comparative Statement
Auto creation of Comparative Statement with reference to RFQ.
Steps summary:
Creating a CS through Auto Create functionality is a four step process as
described below:
3.1 – Navigate to the CS form
3.2 – Enter the Search Criteria
3.3 – Assign Quantity to Suppliers
3.4 – Send for Approval
Page 30
3.1 Menu Path
The Navigation Path for the Comparative Statement window is:
Purchasing  Comparative Statement
Click the “Comparative Statemet” button to create a CS.
Page 31
3.2 Enter the Search Criteria
User will be able to find his relevant RFQ with reference to which he wants to auto
create a CS.
Page 32
3.3 Assign Quantity to Suppliers
Assing the Quantity to the Quotation by clicking the check box before supplier ID.
Page 33
3.4 Send for Approval
After assigning the quantity to the Suppliers, Save your record and send CS for
Approval to the relevant approving authorities.
Page 34
4 Purchase Order
Steps summary:
Creating a Purchase Order is a eight step process as described below:
4.1 – Navigate to the CS window
4.2 – Enter search criteria
4.3 – Select the relevant supplier
4.4 – Click PO creation
4.5 – Navigate to purchase order form
4.6 – Query purchase order number
4.7 – Manage Tax
4.8 – Send for Approval
Page 35
4.1 Menu Path
Purchasing  Comparative Statement
Page 36
Select relevant RFQ number on the CS form
Page 37
4.3 Select Relevant Supplier
Select the supplier for with the Purchase Order is to be created. If you have to assign
quantity to multiple suppliers, you will have to select one after another, and also PO
creation process will be done one by one.
Page 38
4.4 Click PO Creation Button
Select the supplier for which purchase order needs to be created and click PO
Creation button. System will pop up the PO number created.
Page 39
4.5 Navigate to Purchase Order Form
Purchasing  Purchase Orders  Purchase Orders
Page 40
4.6 Query Purchase Order Number
1. PO Header, Line and DFF information will be copied from Quotation and
Comparative Statement. Majority of the information is copied from
Comparative Statement.
2. The user will not be able to update any information on the purchase order.
Page 41
4.7 Manage Tax
Manage tax functionality will be used to attach sales tax to the purchase order.
Navigation : Action > Manage Tax
On clicking Manage Tax, HTML page will open in browser.

Click on Addition Tax Information button.
Page 42
Scroll from left to right and select relevant Tax Classification code and click
Apply.
Tax rate will be applied to the purchase order. Verify the tax information and exit
from the window.
Page 43
4.8 Send for Approval
Save the work. On saving the work, the “Approve” button will automatically be
activated.
Click on Approve button to approve the PO and send it in approval hierarchy for
further approval.
Page 44
1. Select the Approve button in the document entry window to open the
Approve Documents window.
2. Check the ‘Submit for Approval’ button.
3. Check the ‘Forward’ button if you want to see the approval hierarchy.
4. Select Approval Path for the requested item. Click on OK to submit a

document for approval.
5. Enter “Note” for the approving authority in the approval hierarchy.
6. Click the “OK” button to complete the procedure for submission for
approval.
Page 45
5 Canceling a Purchase Order
Steps Summary:
Canceling a Purchase Order is only a three step process as described below:
5.1 – Navigate to the Purchase Order Summary window
5.2 – Enter search criteria
5.3 – Select control document window from Tools and choose action
Page 46
5.1 Menu Path
Canceling a Purchase Order involves the searching of the purchase order from the
“PO Summary” window.
The Navigation Path to the Purchase Order form is
Purchasing  Purchase Orders  Purchase Order Summary
Page 47
On clicking the “PO Summary”, the below mentioned window will appear.
1. The user can enter different search criteria to find the Purchase Order. He
may find the Purchase Order by:
 Purchase Order Number
 Name of buyer
 Items mentioned in the purchase order
2. Enter the PO number and click on “Find” button.

Following window will appear:
Page 48
Page 49
5.3 Control Document Window
Navigation: Menubar > Tools > Control
System will show the PO Header information. User will be able to take different
actions on different levels of PO like PO Header, PO Line and PO Shipment.
Following are different types of Actions that can be taken on PO:
Cancel: On canceling a purchase order, you will not be able to receive or pay for the
purchase order at all. You can specify whether to cancel the relevant PR or not.
Close: User can close at the header, release, line and shipment levels.
Close for Invoicing: User can close for invoicing at the header, release, line and
shipment levels. This status will not prevent user from matching an invoice to the
purchase order or to the receipt.
Close for Receiving: You can close for receiving at the header, release, line and
shipment levels.
Finally Close: User can final close at the header, release, line and shipment levels.
System will automatically close fully billed and received purchase orders. However,
Page 50
to prevent further actions on the purchase order, user can use this window to final
close purchase orders.
Freeze: User will be able to freeze only at the header and release level. User will
freeze a purchase order when he wants to prevent any future modifications to the
purchase order. On freezing a purchase order, user will still be able to receive and
pay for goods already ordered.
On Hold: You can place a purchase order on hold only at the header level. This un-
approves the purchase order while preventing printing, receiving, invoicing and
future approval until you remove the hold.
Open: You can open at the header, line and shipment levels.
Open for Invoicing: You can reopen for invoicing at the header, line and
shipment level.
Open for Receiving: You can reopen for receiving at the header, line and
shipment level.
Release Hold: You can release a hold only at the header level.
Unfreeze: You can unfreeze only at the header and release levels.
Page 51
6 Check Purchase Order (PO) Status
Steps Summary:
Checking a PO status is a seven step process as described below:
6.1 – Navigate to the Purchase Order Summary form
6.2 – Enter Search Criteria
6.3 – View Purchase Order Header Information
6.4 – View the Purchase Order Line Information
6.5 – View the Purchase Order Shipment
6.6 – View the Purchase Order Distribution
6.7 – View Action History
Page 52
6.1 Menu Path
The Navigation Path to the Purchase Order form is
Authorized Purchasing Responsibility Purchase Orders  PO Summary
Page 53
6.2 Enter Search Criteria
1. On clicking the “PO Summary”, the above mentioned window will appear.
2. The user can enter different search criteria to find the Purchase Order. He may
find the PO by:
 PO Number
 Name of buyer
 Items mentioned in the Purchase Order
3. Enter the PO number and click on “Find” button.
Page 54
6.3 View Header Information
The status of purchase order can be checked from the above screen.
To view the Purchase Order Header details, user will scroll the window from left to
right.
To view the Line data in a Purchase Order, click on “Lines”
Page 55
6.4 View the Line Information
To view the details, the user will scroll the window from left to right.
Page 56
6.5 View Purchase Order Shipment
Page 57
6.6 View Purchase Order Distribution
Page 58
6.7 View Action History
To view the action history on the Purchase Order, user will move to
Inquire > View Action History.
Screenshot shows the date wise detail of actions taken by each approver along with
the person with which action is pending. It also shows any “Note” specified by each
approver while taking action on Purchase Order.
Page 59
7 Run a Report
To initiate reports, follow the navigation path
Requests: Run.
Purchasing asks you whether you want to submit a Single Request or a Request
Set. Select the Single Request option
Page 60
Enable Single request and Click on the OK button. This will take you to the Submit
Request form.
Page 61
1 In the Name field select the Required Report from List of Values.
2 In the Parameter field enter the required parameter related to the Report.
3 Now click on Submit Request for Report Run. A dialog box appears with the
concurrent request ID and asks the question whether you want to submit
another request. Click on the No button for this exercise.
Page 62
Go to View menu and then select Requests.
Page 63
The following window will appear: Press ‘Find’ button
The following screen will appear:
This screen shows the status of each and every report run by all the users. The
Status column is important. User can view the output of a report only when its
status has become “Normal”. This status means that the report has run
Page 64
successfully. The ‘Refresh Data’ button will be used to update the status of a
pending report.
Click View Output button to view the result of report.
Page 65
8 Inward Gate Pass

IGP is a document which will be used by gate officer to process the gate pass for the
consignment received at CTM from supplier.
On preparation of IGP, requester of the received goods will be notified through
alert along with Inventory and Procurement department.
Steps Summary:
Creating an Inward Gate Pass has following three steps:
8.1 - Navigate to the IGP Form Screen
8.2 - Enter IGP Header Information
8.3 - Enter IGP Line Information
Page 66
8.1 Menu Path

The Navigation Path to the IGP form is
Authorized Inventory Responsibility  IGP form
Click on the “IGP Form”
Page 67
8.2 Enter IGP Header Information
Enter the Gate Entry number from which Weight fields, Transport Company,
Driver Name, Vehicle No, Vehicle Type and Bales will default. Else enter other
necessary header level information available on the challan provided by supplier.
Page 68
8.3 Enter IGP Line Information
Select the Relevant Document Type for which IGP has to be processed.
Select Purchase Order for Supplier Receipt and mention the relevant PO number
for which IGP has to be processed. PO lines will automatically populate from
Purchase Order number selected.
Update the quantity for IGP if required and save the record. Upon saving system
will assign automatic sequential number to the IGP.
Relevant Buyer, User Department and Stores Department will be notifed through
alert once the IGP is saved.
Page 69
Page 70
9 Receipt
Receipt is a process which will be performed by Yarn Warehouse to process the
receipt for the consignment received from supplier.
Steps Summary:
Creating a Receipt has following four steps:
9.1 - Navigate to the Receipt Form
9.2 - Search the Relevant Purchase Order
9.3 - Enter Receipt Header Information
9.4 - Enter Receipt Line Information
Page 71
9.1 Menu Path

The Navigation Path to the Receipt form is
Authorized Inventory Responsibility  Transactions  Receiving  Receipts
Click on the “Receipts”
Page 72
9.2 Search Relevant Purchase Order
Query the expected receipt, Expected receipt line can be queried using any of the
following search criteria:
 Purchase Order Number
 Purchase Requisition / Internal Requisition
 Supplier Name
 Shipment Number
 Item Code
 Date
Then, Click on Find Button. Receipt Header level window appears.
Page 73
9.3 Enter Receipt Header Information
The following information defaults on the receipt header based on source

document used for receiving and person processing the receipt the:
 Receipt Date (System Date)
 Received By (User Name)
 Supplier name (in case of Receipt against PO, SO)
 Shipment Number (in case of Inter-Organization Receipt)
Enter any remarks in the Comments field (Optional).

If the receipt is required to be added to an old receipt, click on ‘Add To Receipt’,
circled in below screenshot.
Page 74
Following window will appear showing all the previous receipts created agains this
supplier, select the relevant Receipt number in which this receipt is to be added.
Select the relevant IGP Number by clicking on DFF as circled in below screenshot.
Page 75
Following window will appear showing IGP Numbers generated, select the relevant
IGP number and proceed to Receipt Lines.
Page 76
9.4 Enter Receipt Line Information
Lines will default from Purchase Order, Item Quantity, UoM and other data will
also default from Purchase Order. Click the check box and update the quantity if
required and save it.
Upon saving the system automatically assigns a receipt number. This receipt
number is used to process inspection, receiving and return to the supplier (If
required in case of rejection).
Page 77
Page 78
10Receiving Transactions
Receiving Transactions is a document which will be used by Yarn Procurement

department to process the inspection for the consignment received from supplier
and by the Yarn warehouse to process the deliver to inventory.
Steps Summary:
Creating a Receiving Transactions has following four steps:
10.1 - Navigate to the Receiving Transactions Form
10.2 - Search the relevant Purchase Order or Receipt Number
10.3 - Enter Inspection Information
10.4 - Enter Deliver to Inventory Information
Page 79
10.1 Menu Path

The Navigation Path to the Receiving Transactions form is
Authorized Inventory Responsibility  Transactions  Receiving  Receiving Transactions
Click on the “Receiving Transactions”
Page 80
10.2 Search the Relevant Purchase Order or Receipt Number
Query the Receipt Number against which Inspection of the goods is needed to
record. For Inspection Receipt Number can be queried using any of the following
parameters:
 Receipt Number
 Purchase Requisition
 Supplier Name
 Shipment Number (In case of Inter-Organization Transfer)
 Item Code
 Date of Receipt Number
Then, Click on Find Button.
Page 81
10.3 Enter Inspection Information
Inspection as highlighted will show as red until the items are inspected and saved.
Once the authorized user in Yarn Procurement department accepts and save the
form, Inspection will automatically turns into Black colour from Red.
Select the check box next to the quantity and click on inspection as highlighted in
the above screenshot, this will open the inspection box.
Page 82
System will default the total quantity as Accept, enter manually the accepted or
rejected quantity. Create another line for rejected quantity. Click OK and Save,
system will automatically change the inspection colour from Red to Black and
Inspection required will be changed to Inspected as shown in the below screenshot.
Re-query again to see the changes.
Page 83
10.4 Enter Deliver to Inventory Information
Once the items are inspected and accepted by user department, stores department
will enter deliver to inventory transaction for receipt items.

Authorized Inventory Responsibility  Transactions  Receiving  Receiving Transactions
Query the Receipt Number against which the goods are needed to invenotrize. For
inventorzing the material Receipt can be queried using any of the following
parameters:
 Receipt Number
 Purchase Requisition
 Supplier Name
 Shipment Number (In case of Inter-Organization Transfer)
 Item Code
 Receipt Date
Page 84
The relevant lines appear based upon the search criteria entered. Now Confirm
that “Destination Type” is Inventory in order to Inventorize the Item.
User will scroll to right side and enter ‘Sub Inventory’ and ‘Locator’ to which the
items are to be delivered.
Page 85
Save your work.

After saving, the item stock balance will be updated.
Page 86
11 Return
Returns is a document which will be used by Yarn Warehouse to process the
returns for the consignment received from supplier.
Steps Summary:
Creating a Return has following three steps:
11.1 – Navigate to the Returns Form
11.2 – Search the Relevant Purchase Order or Receipt Number
11.3 – Enter Returns Information
Page 87
11.1 Menu Path

Authorized Inventory Responsibility  Transactions  Receiving  Returns
Page 88
Query the Purchase Order / Receipt against which return is needed to processed.
The respective line can be queried using any of the following parameters:
 Receipt Number
 Supplier Name
 Item Code
 Receipt Date
Page 89
11.3 Enter Return Information
This window shows the receipt lines against which the item is inventorized or is in
receiving.
Enter the following information:
 Quantity to be return
 Return Type
The return type can be either Supplier or Receiving. If the quantity is to be

returned to “In-Receiving” from inventory, then select Receiving. If the quantity is
to be returned to supplier, then select supplier.
Save your work.
Page 90
12Correction
Correction window is used to modify receiving transactions to correct errors. You
can correct any receiving transaction except another Correction transaction and a
Return to Receiving transaction.
Steps Summary:
Entering a correction has following three steps:
12.1 - Navigate to the Correction Form
12.2 - Search the Relevant Purchase Order or Receipt Number
12.3 – Enter Correction Information
Page 91
12.1 Menu Path

Authorized Inventory Responsibility  Transactions  Receiving  Corrections
Page 92
Query the Purchase Order / Receipt against which correction is needed to

processed. The respective line can be queried using any of the following
parameters:
 Receipt Number
 Supplier Name
 Item Code
 Receipt Date
Page 93
12.3 Enter Correction Information
This window shows the receipt lines against which the item is inventorized or is in
receiving.
Enter the quantity to be corrected and Save your work.
Page 94

Training Manual-Yarn Safeer NotsS

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Training Manual-Yarn Safeer NotsS

Uploaded by

Copyright:

Available Formats

ORACLE PUCHASING

1 Request for Quotation

Creating an RFQ manually is only seven step process as described below:

1.1 – Navigate to the RFQ window

1.2 – Enter RFQ Header Information

1.3 – Enter RFQ Lines

1.4 – Enter RFQ Suppliers Information

1.5 – Enter Price Break

1.6 – Enter the Terms and Conditions

1.7 – Enter the Currency Information

1.1 Menu Path

Authorized Purchasing Responsibility  RFQ and Quotations  RFQ’s

1.2 Enter RFQ Header Information

1. Operating Unit will default when form is opened.

 In Process - The initial status when you create the RFQ.

4. Enter the Due Date by which your suppliers must reply.

1.3 Enter RFQ Lines

1. Select the Lines tabbed region in the RFQs window.

1.4 Enter the Supplier Information

Now click on the Suppliers button

Following window will appear

1.5 Enter the Price Break

Now click on the Price Breaks button

Following window will appear

To enter additional RFQ price break information:

 Two-Way - Purchase order and invoice quantities must match within

5. Enter the Quantity Received Exception option.

 None - Receipts may exceed the selected tolerance.

1.6 Enter the Terms of RFQ

Click on the Terms button

Following window will appear

2. Enter the Payment terms for the RFQ.

3. Enter the Freight terms for the RFQ.

4. Enter the freight Carrier for shipment of the RFQ.

6. Save the work.

7. Close the RFQ Terms window

1.7 Enter the Currency for RFQ

Click on the Currency button

Following window will appear

 Spot: An exchange rate which you enter to perform conversion based

 Corporate: An exchange rate you define to standardize rates for your

2. Press done button to move to the RFQ window.

A Quotation is a statement of the price, terms and conditions of sales. A supplier

Entering a quotation is an eight step process as described below:

2.1 – Navigate to the RFQ Window

2.2 – Search the relevant RFQ

2.3 – Copy the RFQ

2.4 – Update Quotation Header

2.5 – Update Quotation Lines

2.6 – Enter Price Breaks

2.7 – Enter Terms

2.8 – Enter Currency

2.1 Menu Path

The Navigation Path to the RFQ form is

Authorized Purchasing Responsibility RFQ’s and Quotations  RFQ’s

2.2 Search the Relevant RFQ

Click on Find in View Menu bar.

2.3 Copy the RFQ

Copy quotation from the RFQ by moving through

Tools > Copy Document

Enter the Quotation Parameters

1. Select “Entire RFQ” in “Action” field

2. Select “Standard Quotation” in “Type” field

3. Select supplier from which quote is received