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Appendix A - Setup Steps

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Objectives

After completing this module, you should be able to do
the following:
• Identify key setup steps
• Understand setup sequence
• Understand key reports
• Understand setup options and additional
implementation considerations

1-2

Copyright © 2003, Oracle. All rights reserved.

. All rights reserved.Agenda • • • 1-3 Understand key setup steps Identify key standard reports Understand setup and implementation considerations Copyright © 2003. Oracle.

Setting Up Purchasing 1-4 Copyright © 2003. Oracle. . All rights reserved.

Define Users for Setup Tasks • • Define one or more users who will perform setup Assign Responsibilities – – – – – 1-5 General Ledger Super User System Administrator Purchasing Super User Payables Manager HRMS Manager (if Human Resources is Installed) Copyright © 2003. All rights reserved. Oracle. .

. Oracle. All rights reserved.Define Human Resources Key Flexfields • • • • • • 1-6 Job flexfield Position flexfield Grade flexfield Cost allocation flexfield People Group flexfield Personal Analysis flexfield Copyright © 2003.

Oracle. 54321 987 . All rights reserved.Set Up Descriptive Flexfields __ Suppliers ________________________ Supplier Name Supplier Num Inactive On [] Leg Num Leg Type 1-7 Copyright © 2003.

Define Purchasing Lookups and Codes • • • • • • 1-8 Pay Groups Minority Groups Vendor Types Ship Via FOB Freight Terms Copyright © 2003. All rights reserved. . Oracle.

Oracle. All rights reserved.Define Payment Terms 2/10 Net 30 Net 45 Immediate 1-9 Copyright © 2003. .

UPS .Define Freight Carriers DHL 1-10 Roadway Copyright © 2003. Oracle. All rights reserved.

Define Financials Options • • • • • • • 1-11 Accounting Supplier – Entry Supplier – Payables Supplier – Purchasing Encumbrance Tax Human Resources Copyright © 2003. All rights reserved. Oracle. .

and Position Hierarchies Hildegard Eckhart Chief Executive Officer Sigmund Jung Vice President.Define Jobs. Materials Management Marilyn Kennedy Director. Purchasing 1-12 Job: President T. All rights reserved. Inventory Control Job: Vice President Job: Director Job: Manager Copyright © 2003. Oracle. System Design Louise Chang Manager. Ricardo Manager. .J. Positions. Mfg. Engineering Denzel Hancock Director. Manufacturing Yuki Suzuki Vice President.

. All rights reserved.Define Personnel 1-13 Copyright © 2003. Oracle.

Define Approval Groups and Assignments Position Job Senior Buyer Link Buyers Approval Assignments Link Approval Group Name 1-14 Internal Requisition Buyer All Purchase Requisition Buyer All Standard Purchase Order Buyer All Planned Purchase Order Buyer All Blanket Purchase Agreement Buyer All Contract Purchase Agreement Buyer All Blanket Release Buyer All Scheduled Release Buyer All Copyright © 2003. Oracle. . All rights reserved.

MISC M2-Boston Copyright © 2003. Ms. All rights reserved. Ms. . Oracle. Pat PRODUCTN.Define Buyers 1-15 Buyer Category Ship-To Stock. Casey MISC.DRIVES M1-Seattle Brown.

Overall Document . All rights reserved.Set Up Document Types Document Types Type Requisition Subtype Name Purchase Quotation Class Purchase Requisition Attributes Security Level Hierarchy Owner Can Approve Access Level Modify Approver Can Modify Forward Method Hierarchy Can Change Forward-To Archive On Default Hierarchy Materials Can Change Forward-From Can Change Approval Hierarchy Disable Approval Workflow PO Requisition Ap Workflow Startup Process MAIN_REQAPPR Autocreate Workflow PO Create Docum Autocreate Workflow Startup Process 1-16 Copyright © 2003. Oracle.

. All rights reserved.Define Lookup Codes and Classes • • • • • • • • • 1-17 Quote Approval Reasons Reply/Receive Via Inspection Codes UN Numbers Acceptance Types FOB Freight Terms Ship Via Hazard Classes Copyright © 2003. Oracle.

Oracle.Define Line Types 1-18 Name Value Basis Goods Quantity Consulting Amount UOM Price Dollar 1 Copyright © 2003. . All rights reserved.

Define Purchasing Options • • • • • • 1-19 Accrual Control Default Internal Requisition Numbering Tax Defaults Copyright © 2003. . All rights reserved. Oracle.

Oracle.Define Receiving Options • • • • 1-20 Receipt Date Over Receipt Control Receipt Number Options Receiving Inventory Account Copyright © 2003. . All rights reserved.

AR Mgr .Define Suppliers Supplier Tokyo Paris Purchasing site Purchasing site Pay site Sue Taylor. New York Pay site Aaron Carr. All rights reserved. Sales Quotes Liz Miller. Sales Mgr 1-21 Bill Wilson. Oracle. Sales Rep Copyright © 2003.

Oracle.Set Up Sourcing Rules and Assignments Sourcing Rule Assignment Hard Drives Supplier Scheduling Supplier A 60 % Rank 1 Item CM13139 • Supplier A • Site • Contact Supplier B 40 % Rank 1 1-22 Copyright © 2003. All rights reserved. .

.Open Accounting Periods • Open Purchasing periods – For each operating unit • Open Inventory periods – For each inventory organization 1-23 Copyright © 2003. All rights reserved. Oracle.

print styles and drivers Copyright © 2003. Oracle.Perform Additional System Administration • • • 1-24 Define additional responsibilities and set profile options Define additional users Define printers. All rights reserved. .

. Oracle. All rights reserved.Create Folders • • • 1-25 Purchase Order Summary forms Requisitions Summary forms Receiving Transactions Summary forms Copyright © 2003.

All rights reserved. Oracle.Agenda • • • 1-26 Understand key setup steps Identify key standard reports Understand setup and implementation considerations Copyright © 2003. .

Reports Employee Listing Payment Terms Listing Tax Names Listing Tax Recovery Rules Listing Buyer Listing Financials/Purchasing Options Listing 1-27 Copyright © 2003. Oracle. All rights reserved. .

. All rights reserved. Oracle.Reports Location Listing Quality Code Listing Standard Notes Listing Unit of Measure Class Listing Unit of Measure Listing 1-28 Copyright © 2003.

Summary You should now be able to do the following: • Identify key setup steps • Understand setup sequence • Understand key reports • Understand setup options and additional implementation considerations 1-29 Copyright © 2003. . Oracle. All rights reserved.