Oracle Training : R12 Oracle Purchasing Fundamentals

R12 Oracle Purchasing Fundamentals

Oracle Training Overview

In this course, participants learn how to set up and use R12 Oracle Purchasing to managing the purchasing process. They learn how to create and manage items, suppliers, requisitions, purchase orders, request for quotations, quotations, and receipts. They also learn how to apply document security, routing and approval methods, as well as how to automate the order creation process. Learn To:

Set up and use Oracle Purchasing
Apply document security
Create requisitions and purchase orders
Apply routing and approval methods
Enter and manage receipts
Use the Professional Buyer's Work Center

Oracle Learning Objectives

Create purchase requisitions

Create standard, blanket and contract purchase documents

Understand how to use the Auto-Create window, Create Releases program and the PO

Create Documents Workflow process to automate document creation

Create Standard, Express, Cascade receipts, Substitute receipts, Returns and Corrections

Set up Pay on Receipt

Define document approval and routing process

Define document security and access levels

Understand the Period Close process for Purchasing

Understand Purchasing administration

Describe how the Purchasing process fits into the Procure to Pay lifecycle

Define and maintain suppliers

Use the Professional Buyer's Work-center

Create request for quotations

Set up and use an approved supplier list and sourcing rules

Prerequisites

Required Prerequisites:
R12 Oracle E-Business Suite Essentials for Implementers
Suggested Prerequisites:
Working experience with procurement
Thorough knowledge of Oracle Applications

Audience

End Users
Technical Consultant

Course duration

5 Days

Oracle Training Course outline

Procure To Pay Lifecycle Overview

Procure to Pay Lifecycle
Oracle Procure to Pay Process

Procure to Pay Purchasing Overview

Overview of Purchasing Process
Integration with other Oracle Applications

Locations, Organizations, Units of Measure and Items

Enterprise Structure
Defining Locations
Inventory Organizations
Establishing Inventory Parameters
Units of Measure
Item Categories
Item Attributes Defining and Maintaining Items

Suppliers

Overview of Suppliers
Supplier Information
Supplier Site Information
Managing Suppliers
Reports
Financial Options
Profile Options

RFQs and Quotations

Request for Quotation Lifecycle
Creating and Maintaining Requests for Quotation
Creating a Supplier List
Quotations Lifecycle
Creating and Maintaining Quotations
Reports
Profile Options

Approved Supplier Lists and Sourcing Rules

Approved Supplier Lists
Supplier Statuses
Supplier-Commodity/Item Attributes
Sourcing Rules
Profile Options

Requisitions

Requisition Lifecycle
Notifications
Requisition Structure
Creating and Maintaining Requisitions
Supplier Item Catalog
Requisition Templates
Reports
Profile Options

Purchase Orders

Purchase Order Types
Purchase Order Components and Record Structure
Standard Purchase Order Elements
Contract Purchase Agreements
Purchase Order Revisions
Workflow Notifications
Reports

Automatic Document Creation

Creating Purchase Documents from Requisitions
Automatic Release Generation
Workflow Document Creation
Profile Options

Receiving

Receiving Locations
Receipt Routing
Receipt Processing Methods
Receiving Tolerances
Entering Returns and Corrections
Overview of Pay on Receipt
Reports
Profile Options

Professional Buyer's Work Center

Business Benefits of the Buyer's Work Center
Requisitions in the Buyer's Work Center
Standard Purchase Orders in the Buyer's Work Center
Purchase Agreements in the Buyer's Work Center
Setup
Implementation Considerations

Document Security, Routing and Approval

Document Security and Access Levels
Document Approval - Jobs and Positions
Position Approval Hierarchies
Document Types
Creating Approval Groups
Reports
Workflow

Purchasing Accounting

Overview of Purchasing Accounting
Closing the PO Period
Using foreign currency
Reports
Setup options

Setup Steps

Setting Up Document Sequences
Setting Up Key Profile Options
Setting Up Descriptive Flexfields
Defining Purchase Order Matching and Tax Tolerances
Defining Approval Groups and Assignments
Defining Purchasing Options
Setting Up Sourcing Rules and Assignments
Performing Additional System Administration