Oracle Purchasing

Release 11i
Presentation by
Oracle Applications Center of Excellence
Tata Consultancy Services, Kolkata

Agenda
Overview
Key Features
Business Process Flow at a glance
Interaction with other modules
Set up
Detail Process Flows
Reports

Overview
A Complete procurement solution that helps to Process

Requisitions
RFQs,Quotations
Purchase orders
Receipts

OBJECTIVE
Right item/service
Right price
Right Time

Key Features

Streamlined Operations
Reduced Paper Flow
Greater Productivity
Flexible Receiving
Document Approval and Security
Supply Base Management

Streamlined Operations
Simplifies routine transactions
Reduced administrative costs
Procurement staff has more time for strategic tasks
Centralized purchasing operations

Reduced Paper Flow

On-line access reduces paper shuffling.
Requestors can create requisitions on-line
POs can be created in one simple step
Approval routing
Pricing and source information
Automatic accounts

Greater Productivity
Requisition Templates
Auto Create
External system or MRP/Master Scheduling,
Oracle inventory can trigger Purchase order

Flexible Receiving
Dock-to-stock receipt and inspection

tracking.

Express/Blind Receive supplier shipments

Inventory transfers
On-line inquiries and reports
Tool to quickly resolve problem receipts.

Document Approval and Security

On-line approval
Security options
Approval authorisation can be enforced
Approval limits can be specified .

Supply Base Management

Supplier reports
Approved supplier list
RFQ for a supplier list
Quotation Analysis

Business Process Flow at a

glance
Division/
Stores

Requisition

Purchase
Department

Purchase order

Request for
Quotation

Quotation
Suppliers

Material/Service

Interaction with Other

Modules
Oracle
Human
Resource

Oracle
WIP
Oracle Cost
Management

Oracle
Project
Accounting

Oracle
Purchasin
g

Oracle
Inventory

Oracle Master
Scheduling(MR
P)

Oracle Order
Entry
Oracle
Payables

Oracle
General
Ledger

Oracle Bills
of Materials

Oracle Supplier
Scheduling

Set
Up

Defining Locations
Use the Locations window to define shipto, receiving, and other
location information for Purchasing documents.

Defining Buyers
Use the Buyers window to define and maintain your buyers. Buyers
can review all requisitions using the Requisitions window, and only
buyers can enter and auto-create purchasing documents.

Defining Approval Groups

Use the Approval Groups window to define and update approval
groups.

Assigning Approval Groups

Use the Assign Approval Groups window to assign approval groups
and approval functions to positions or jobs.

Defining Purchasing Options

Use the Purchasing Options window to define default values and
controls for functions throughout Purchasing.
Defining Default Options

Defining Purchasing Options

Defining Accrual Options

Defining Purchasing Options

Defining Control Options

Defining Purchasing Options

Defining Internal Requisition Options

Defining Purchasing Options

Defining Numbering Options

Defining Purchasing Options

Defining Tax Defaults Options

Defining Receiving Options

Use the Receiving Options window to define options that govern
receipts in your system. Most of the options that you set here can be
overridden for specific suppliers, items, and purchase orders.

Requisition Template
Use requisition templates to simplify the process
of requisitioning frequently requested items

Requisitio
n
Template

Requisition
s

Requisition Template

Defining Hazard Classes

Hazardous Classes categorizes the hazardous material.

Defining UN Numbers
United Nations identification numbers for hazardous materials
You can
Associate a hazard class with multiple identification numbers
Assign an identification number and a hazard class to each item

Purchasing Look up codes

A lookup category is called a lookup type
The allowable values for the lookup type are called lookup codes

Defining Quality Inspection Codes

use these inspection codes when you receive and inspect the items
you ordered.

Line Types
Purchases are classified using
-Quantity
-Amount
-Outside Processing
When you enter a line on a purchasing document and choose a
line type, Purchasing automatically displays the default
information that you define here for the line type.
Line types let you distinguish between quantity and amount based
line items.
You use quantity based line items when you know the quantity
and price of the line you are ordering.

Defining Line Types

Defining Document Types

Access, Security and Control Specifications
for all Purchasing Documents.

Controlling Purchasing Periods

Control the purchasing periods defined
in the Accounting Calendar window
Create journal entries in the general ledger system

Detail Process Flows

Purchase
Requisition

Requisition Import
Oracle
MRP

Oracle
Inventory

Oracle WIP

Open
Requisitio
n
Interface
table

Requisition
- Purchase
- Internal
Oracle
Purchasin
g

Internal Requisition
Oracle
Inventory

Oracle
Order
Entry

Internal
Requisitio
n

Oracle
Purchasing

Creating Purchase
Requisition

Creating Purchase
Requisition

Requisitions Alternative
Regions

Requisition Distribution

Supplier Item
Catalog

Supplier Item Catalog

Supplier Item
Catalog

Using Order Pad

Requisition Approval

Requisitions outside of
Purchasing
Oracle
MRP

Oracle
Inventory

Oracle
WIP

Extern
al
System

Oracle
Purchasin
g
Requisition
s
- Purchase
- Internal

Requisition
Import

Oracle Master Scheduling/MRP

Processes
MRP
Planning
Populate
requisition open
interface

Run
requisition
Import
Create
Purchase
requisition

Create
Purchas
e Order

Oracle Purchasing
Processes

Create
Internal
requisitio
n
To Oracle Order Entry
Process
(Create Internal Order)
(Run Order Import)

Run
requisition
Schedule
Run request
schedule
Reschedule
Purchase
requisition
Create
Purchas
e Order

Oracle Inventory
Processes

Reorder point
planning

Oracle Purchasing
Process

Create
Purchase
Requisition
Create
Purchase
Order

Min-Max
Planning

Sub-inventory
replenishment

Populate
Requisition Open
Interface
Run Requisition
Import
Create
Internal
requisitio
n
To Oracle Order Entry
Process
(Create Internal Order)
(Run Order Import)

Outside Processing

Requisition Import
Create
new requisitions in Oracle Purchasing by
Process
importing requisition details from requisition open
interface

Validate requisition
details and derive
additional information
Group and number
validated requisition
lines
Delete all successfully
processed rows

Create a requisition
supply for all successfully
processed approved
requisitions

Requisition Import Validation

Requisition Import derives requisition details if they
are not already provided

Item
Master

Distributi
on

Requisition
Detail

Supplie
r

Reports
Accrual Reconciliation Report
Accrual Write-Off Reports
Advance Shipment Notice Discrepant
Receipt Report
Back ordered internal requisitions report
Blanket and planned PO status report
Buyers Listing
Buyers requisitions action required report
Cancelled purchase orders report
Cancelled requisitions report
Contract status report

Reports
Country of origin report (by Item)
Country of origin report (by Supplier)
Encumbrance detail report
Expected receipts report
Internal requisitions status report
Internal requisitions/deliveries discrepancies
report
Invoice price variance report
Invoice price variance by supplier report
Item details listing
Item Summary listing

Report
s
Location listing
Matching holds by buyer report
New supplier letter report
Open purchase orders report(by Buyer)
Open purchase orders report(by Cost Center)
Overdue supplier shipments report
Overshipments report
Printed change order report
Printed purchase order report
Printed RFQ report
Printed requisitions report

THANK YOU