Oracle Purchasing Module - Part 9

Release 11.5.10

TCS Internal

Agenda - Setup Steps

Position
A position is a job within an organization. Positions are generally used
where roles are fixed within a single organization.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Personnel >> Position

TCS Internal

April 17, 2016

Agenda - Setup Steps

Position Hierarchy
We can structure positions into hierarchies to show detailed position
reporting structures. We can also use position hierarchies to define
security profile groups within the enterprise or to define career
progression paths for positions.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Personnel >> Position
Hierarchy

TCS Internal

April 17, 2016

Agenda - Setup Steps

Buyers
We use the Buyers window to define and maintain buyers. Buyers can
review all requisitions using the Requisitions window, and only buyers
can enter and autocreate purchasing documents.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Personnel >> Buyers

TCS Internal

April 17, 2016

Agenda - Setup Steps

Approval Groups
Once we have defined an approval group, we can then use it to assign
approval functions to jobs or positions in the Approval Assignments
window.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Approvals >>
Approval Groups

TCS Internal

April 17, 2016

Agenda - Setup Steps

Assigning Approval Groups
Assign Approval Groups window is used to assign approval groups and
approval functions to positions or jobs. If we are using approval
hierarchies, we must first use the Approval Groups window to establish
rules for the approval groups. Then we can assign approval groups to
positions in this window. When we are not using approval hierarchies, we
can use this window to assign approval groups and approval functions to
jobs within the organization.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Approvals >>
Approval Groups

TCS Internal

April 17, 2016

Agenda - Setup Steps

Control Purchasing Period
Purchasing lets us create journal entries only for transactions we enter in
an open purchasing period.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Financials >>
Accounting >> Control Purchasing Periods

TCS Internal

April 17, 2016

Agenda - Setup Steps

Requisition Templates
Requisition Template is the template which is used to create requisitions
more easily.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Purchasing >>
Requisition Templates

TCS Internal

April 17, 2016

Agenda - Setup Steps

Hazard Classes
Use this window to define codes for different classes of hazardous
materials. You provide the class name, description, and the date after
which the class is no longer active.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Purchasing >>
Hazard Classes

TCS Internal

April 17, 2016

Agenda - Setup Steps

UN Numbers
Use this window to define United Nations identification numbers for
hazardous materials. We can associate a hazard class with multiple
identification numbers.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Purchasing >> UN
Numbers

TCS Internal

April 17, 2016

Agenda - Setup Steps

Purchasing Lookups
Purchasing uses lookup codes to define lists of values throughout the
system. A lookup category is called a lookup type and the allowable
values for the lookup type are called lookup codes. We can add our own
codes to those initially provided for some of the lookup types, depending
on our Access Level.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Purchasing >> UN
Numbers

TCS Internal

April 17, 2016

Agenda - Setup Steps

Quality Inspection Codes
Use the Quality Inspection Codes window to define and update inspection
codes. We can define as many codes for inspection as we want.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Purchasing >>
Quality Inspection Codes

TCS Internal

April 17, 2016

Agenda - Setup Steps

Line Types
Oracle Purchasing provides the line type feature so that we can clearly
differentiate orders for goods from those for services or outside
processing.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Purchasing >> Line
Types

TCS Internal

April 17, 2016

Agenda - Setup Steps

Document Types
Use the Document Types window to define access, security, and control
specifications for all Purchasing documents. You cannot enter new
document types; you can enter new document subtypes only for RFQs
and quotations.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Purchasing >>
Document Types

TCS Internal

April 17, 2016

Agenda - Setup Steps

Carriers
Use the Document Types window to define access, security, and control
specifications for all Purchasing documents. You cannot enter new
document types; you can enter new document subtypes only for RFQs
and quotations.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Purchasing >>
Freight Carriers

TCS Internal

April 17, 2016

Agenda - Setup Steps

Taxes (India Localization)
Taxes are to be defined for each Operating Unit in order to use it in any of
the purchasing documents. Once Tax (India Localization) is defined, it
cannot be updated. However we can disable a particular tax beyond a
date by putting End Date and saving the record.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Tax Localized >>
Taxes

TCS Internal

April 17, 2016

Agenda - Setup Steps

Supplier specific Third
Party Taxes can also be
defined. In place of
Vendor Name, the
supplier name is to be
given and in place of
Vendor Site the Vendor
Site is to be given. The
presence of the third party
tax in receipt is to ensure
that separate invoice gets
generated on the third
party supplier with an
amount equal to third
party tax amount

TCS Internal

April 17, 2016

Agenda - Setup Steps

Tax Categories (India Localization)
Tax Category is a group of taxes with precedence attached to each one of
them.
Prerequisite: Sequential required setups of other modules are completed.
Function Path: India Local Purchasing >> Setup >> Tax Localized >> Tax
Categories

TCS Internal

April 17, 2016

Thank You

TCS Internal