Implementation of Oracle Applications

Application Setup for Oracle Purchasing

Document Summary:
This guide is the record of the configuration of the CRP and then Production instance

566093969.xls Page 1 of 87
 Document Name: Oracle Purchasing Setup
Authors:
Creation Date:
Last Updated Date:
Version: V1.0
Copy Number: _____
Approvals:

Change Record
Date Author Version Change Reference

Reviewers
Name Position

Distribution
Copy No. Name Location

Note to Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.

566093969.xls Page 2 of 87
Module/ Ref Step Description Definition Level Setup Notes
Optional/
Required/
Default
(O/R/D)

ENSURE THAT THE CORRECT RESPONSIBILITY IS USED AND IT HAS THE MO:OPERATING UNIT and MO:SECURITY PROFILE OPTION CORRECTLY SET.
IT IS ESSENTIAL THAT FIRST THE CORRECT SET OF BOOKS IS CHOSEN PRIOR TO COMMENCING EACH SETUP

Purchasing Step 1 Setup System Administrator Instance R

Purchasing Step 2 Setup Accounting Key Flexfields Instance R
Purchasing Step 3 Setup Calanders, Currencies and Ledgers Instance R
Purchasing Step 4 Define KFF - Job Key Flexfield Instance R
Purchasing Step 5 Define KFF - Position Key Flexfield Instance R
Purchasing Step 6 Define Locations Instance R
Purchasing Step 7 Define Organization Instance R
Purchasing Step 8 Convert to Multi-Org Architecture Instance R
Purchasing Step 9 Define Inventory Key Flexfields Instance R
Purchasing Step 10 Define Unit of Measures Instance R
Human Resources Step 11 Define Freight Carriers Instance O

Purchasing Step 12 Define Item Attributes, Types and Templates Instance R

Purchasing Step 13 Define Categories Instance R
Purchasing Step 14 Define Jobs Instance R
Purchasing Step 15 Define Positions Instance R
Purchasing Step 16 Define Employees Instance R
Purchasing Step 17 Define Position Hierarchy Instance R
Purchasing Step 18 Define Approval Groups Organisation R
Purchasing Step 19 Define Approval Assignments Organisation O
Purchasing Step 20 Define Buyers Instance R
Purchasing Step 21 Define Purchasing Profile Options Instance O
Purchasing Step 22a. Define DFFs for Position Hierarchy LOOKUPS Instance R
Purchasing Step 22b. Define Hierarchy Lookups Instance R
Purchasing Step 23 Setup Oracle Workflow Instance R
Purchasing Step 24 Decide on Account Generator Instance R
Purchasing Step 25 Open Inventory and Purchasing Accounting Periods Instance R
Purchasing Step 26 Define Payment Terms Instance R
Purchasing Step 27 Define Purchasing Options Instance R
Purchasing Step 28 Setup Purchasing Database Administrator Instance R

566093969.xls Page 3 of 87
Module/ Ref Step Description Definition Level Setup Notes
Optional/
Required/
Default
(O/R/D)

Purchasing Step 29 Define Financial Options Instance R

Purchasing Step 30 Define Receiving Options Instance O
Purchasing Step 31 Setup Transaction Managers and Resubmission Levels Instance R
Purchasing Step 32 Setup Workflow Related Processes Instance R
Purchasing Step 33 Define Line Types Instance O
Purchasing Step 34 Define Quality Inspection Code Instance O
Purchasing Step 35 Define Purchasing Lookups Instance O
Purchasing Step 36 Define Landed Cost Charges Lookup Instance R
Purchasing Step 37 Define Requestor Cost Center DFF Instance R
Purchasing Step 38 Define Employee Cost Center Lookup Instance R
Purchasing Step 39 Define DFF - Requisition Headers Instance R
Purchasing Step 40 Define DFF - PO Headers Instance R
Purchasing Step 41 Define DFF - Requisition Lines Instance R
Purchasing Step 42 Define DFF - PO Lines Instance R
Purchasing Step 43 Define Document Types Operating Unit R

566093969.xls Page 4 of 87
 PURCHASING SETUPS Back to Contents

Step 1 Setup System Administrator

a. Define Responsibility
Navigation : System Administrator -> Security -> Responsibility -> Description

Define appropriate Responsibility for Purchasing

b. Define User
Navigation : System Administrator -> Security -> User -> Define

The above steps are taken care of by the SYSTEM ADMINISTRATOR.

Step 2 Setup Accounting Key Flex Fields

This step will be done in General Ledger

Step 3 Setup Calanders, Currencies and Ledgers

These setups are done in General Ledger

 PURCHASING SETUPS Back to Contents

Step 4 Setup Human Resource Key Flex fields - JOB KEY FLEXFIELD

These setups are done in Human Resources

A Job Key Flex field

Action : Query for the Application / Flexfield Title or a combination of both.

Navigation: System Administrator -> Application -> Flexfield -> Key -> Segments

Application Human Resources

Flexfield Title Job Flexfield

Structures
Code JOB_FLEXFIELD Freeze Flexfield Definition Yes
Title Job Flexfield Enabled Yes
Description Job Flexfield Segment Separator Period (.)
View Name MKMJOBFF Cross Validate Segments
Freeze Rollup Groups
Allow Dynamic Inserts

Segments Click on 'Segments' Tab

Num Name Window Prompt Column Value Set Displayed Enabled

10 Legal Entity Legal Entity SEGMENT1 MKM_Legal_Entity Y Y
20 Business Unit Business Unit SEGMENT2 MKM_Business_Unit Y Y
30 Job Name Job Name SEGMENT3 MKM_New_JobName Y Y

Against each Segment, click on 'Open' Tab

Num Name Window Prompt Column Value Set Displayed Enabled

10 Legal Entity Legal Entity SEGMENT1 MKM_Legal_Entity Y Y

Name Legal Entity

Description

566093969.xls2. KFF-HR-JOB FF 687

 Column SEGMENT1
Number 10
Enabled Y
Displayed Y
Indexed Y

Validation
Value Set MKM_Legal_Entity Required Y
Description MKM_Legal_Entity Security Enabled
Default Type Range
Default Value

Sizes
Display Size 20
Description Size 50
Concatenated 25
Description Size
Prompts
List of values Legal Entity
Window Legal Entity

Click on Tab 'Value Set Name'.

Value Set Name MKM_Legal_Entity

Description MKM_Legal_Entity
List type List of Values
Security Type No Security
Format Validation
Format Type Char Uppercase only
Right-Justify & Zero-Fill
Max Size 20 numbers
Precision Min Value
Numbers only Max Value

Value Validation
Validation Type Independent

Num Name Window Prompt Column Value Set Displayed Enabled

566093969.xls2. KFF-HR-JOB FF 787

 20 Business Unit Business Unit SEGMENT2 MKM_Business_Unit Y Y

Name Business Unit

Description Business Unit
Column SEGMENT2
Number 20
Enabled Y
Displayed Y
Indexed Y

Validation
Value Set MKM_Business_Unit Required
Description Security Enabled
Default Type Range
Default Value

Sizes
Display Size 25
Description Size 50
Concatenated 25
Description Size
Prompts
List of values Business Unit
Window Business Unit

Click on Tab 'Value Set Name'.

Value Set Name MKM_Business_Unit

Description MKM_Business_Unit
List type List of Values
Security Type No Security
Format Validation
Format Type Char Uppercase only
Right-Justify & Zero-Fill
Max Size 25 numbers
Precision Min Value
Numbers only Max Value

Value Validation
Validation Type Independent

566093969.xls2. KFF-HR-JOB FF 887

 Num Name Window Prompt Column Value Set Displayed Enabled
30 Job Name Job Name SEGMENT3 MKM_New_JobName Y Y

Name Job Name

Description
Column SEGMENT3
Number 30
Enabled Y
Displayed Y
Indexed Y

Validation
Value Set MKM_New_JobName Required
Description Security Enabled
Default Type Range
Default Value

Sizes
Display Size 25
Description Size 50
Concatenated 25
Description Size
Prompts
List of values Job Name
Window Job Name

Click on Tab 'Value Set Name'.

Value Set Name MKM_New_JobName

Description MKM_New_JobName
List type List of Values
Security Type No Security
Format Validation
Format Type Char Uppercase only
Right-Justify & Zero-Fill
Max Size 25 numbers
Precision Min Value
Numbers only Max Value

566093969.xls2. KFF-HR-JOB FF 987

 Value Validation
Validation Type Independent

COMPILATION
1 After entering all the segment information and defining the Value Sets, in the Main Window, enable the checkboxes - 'Freeze Flexfield Definition'
2 Save the Flexfield defined.
3 Click on 'Compile' tab to compile the defined flexfield structure.

B VALUES for Job Key Flex field

Navigation: Purchasing -> Setup -> Flexfields -> Key -> Values

1 Find Values By Value Set

Application MKM_Legal_Entity

Press 'Find'

Value Translated Value Description

MKM MKM MKM
Wafi Industrial Wafi Industrial Wafi Industrial

2 Find Values By Value Set

Application MKM_Business_Unit

Press 'Find'

Value Translated Value Description

CMP CMP Compass
CTS CTS Composites
Central Services Central Services Central Services
MKM MKM MKM

566093969.xls2. KFF-HR-JOB FF 1087

 PNX PNX Phoenix
SQD SQD Seaquest
TCTI TCTI TCTI

3 Find Values By Value Set

Application MKM_New_JobName

Press 'Find'

Value Translated Value Description

Administrator Administrator Administrator
Buyer Buyer Buyer
Coordinator Coordinator Coordinator
Director Director Director
Divisional Controller Divisional Controller Divisional Controller
Engineer Engineer Engineer
Estimator Estimator Estimator
General Manager General Manager General Manager
In-Charge In-Charge In-Charge
Inspector Inspector Inspector
Manager Manager Manager
Officer Officer Officer
Receptionist Receptionist Receptionist
Sales Person Sales Person Sales Person
Secretary Secretary Secretary
Storekeeper Storekeeper Storekeeper
Supervisor Supervisor Supervisor
Executive Supervisor Supervisor

566093969.xls2. KFF-HR-JOB FF 1187

 PURCHASING SETUPS Back to Contents

Step 5 Setup Human Resource Key Flex fields - POSITION KEY FLEXFIELD

These setups are done in Human Resources

A Position Key Flex field

Action : Query for the Application / Flexfield Title or a combination of both.

Navigation: System Administrator -> Application -> Flexfield -> Key -> Segments

Application Human Resources

Flexfield Title Position Flexfield

Structures
Code POSITION_FLEXFIELD Freeze Flexfield Definition Yes
Title Position Flexfield Enabled Yes
Description Position Flexfield Segment Separator Period (.)
View Name POSNFF Cross Validate Segments
Freeze Rollup Groups
Allow Dynamic Inserts

Segments Click on 'Segments' Tab

Num Name Window Prompt Column Value Set Displayed Enabled

10 Legal Entity Legal Entity SEGMENT1 MKM_Legal_Entity Y Y
20 Business Unit Business Unit SEGMENT2 MKM_Business_Unit Y Y
30 Division/Department Division/Department SEGMENT3 MKM_Division/Dept Y Y
40 Position Position SEGMENT4 MKM_New_PositionName Y Y

Against each Segment, click on 'Open' Tab

Num Name Window Prompt Column Value Set Displayed Enabled

10 Legal Entity Legal Entity SEGMENT1 MKM_Legal_Entity Y Y

Name Legal Entity

Description
Column SEGMENT1

566093969.xls3.KFF-HR-POSITION FF 1287
 Number 10
Enabled Y
Displayed Y
Indexed Y

Validation
Value Set MKM_Legal_Entity Required Y
Description MKM_Legal_Entity Security Enabled
Default Type Range
Default Value

Sizes
Display Size 20
Description Size 50
Concatenated 25
Description Size
Prompts
List of values Legal Entity
Window Legal Entity

Click on Tab 'Value Set Name'.

Value Set Name MKM_Legal_Entity

Description MKM_Legal_Entity
List type List of Values
Security Type No Security
Format Validation
Format Type Char Uppercase only
Right-Justify & Zero-Fill
Max Size 20 numbers
Precision Min Value
Numbers only Max Value

Value Validation
Validation Type Independent

Num Name Window Prompt Column Value Set Displayed Enabled

20 Business Unit Business Unit SEGMENT2 MKM_Business_Unit Y Y

Name Business Unit

566093969.xls3.KFF-HR-POSITION FF 1387
 Description Business Unit
Column SEGMENT2
Number 20
Enabled Y
Displayed Y
Indexed Y

Validation
Value Set MKM_Business_Unit Required
Description Security Enabled
Default Type Range
Default Value

Sizes
Display Size 25
Description Size 50
Concatenated 25
Description Size
Prompts
List of values Business Unit
Window Business Unit

Click on Tab 'Value Set Name'.

Value Set Name MKM_Business_Unit

Description MKM_Business_Unit
List type List of Values
Security Type No Security
Format Validation
Format Type Char Uppercase only
Right-Justify & Zero-Fill
Max Size 25 numbers
Precision Min Value
Numbers only Max Value

Value Validation
Validation Type Independent

Num Name Window Prompt Column Value Set Displayed Enabled

30 Division/Department Division/Department SEGMENT3 MKM_Division/Dept Y Y

566093969.xls3.KFF-HR-POSITION FF 1487
 Name Division/Department
Description
Column SEGMENT3
Number 30
Enabled Y
Displayed Y
Indexed Y

Validation
Value Set MKM_Division/Dept Required
Description Security Enabled
Default Type Range
Default Value

Sizes
Display Size 25
Description Size 50
Concatenated 25
Description Size
Prompts
List of values Division/Department
Window Division/Department

Click on Tab 'Value Set Name'.

Value Set Name MKM_Division/Dept

Description MKM_Division/Dept
List type List of Values
Security Type No Security
Format Validation
Format Type Char Uppercase only
Right-Justify & Zero-Fill
Max Size 25 numbers
Precision Min Value
Numbers only Max Value

Value Validation
Validation Type Independent

Num Name Window Prompt Column Value Set Displayed Enabled

40 Position Position SEGMENT4 MKM_New_PositionName Y Y

566093969.xls3.KFF-HR-POSITION FF 1587
 Name Position
Description Position
Column SEGMENT4
Number 40
Enabled Y
Displayed Y
Indexed Y

Validation
Value Set MKM_New_PositionName Required N
Description Security Enabled
Default Type Range
Default Value

Sizes
Display Size 30
Description Size 50
Concatenated 25
Description Size
Prompts
List of values Position
Window Position

Click on Tab 'Value Set Name'.

Value Set Name MKM_New_PositionName

Description MKM_New_PositionName
List type List of Values
Security Type No Security
Format Validation
Format Type Char Uppercase only
Right-Justify & Zero-Fill
Max Size 30 numbers
Precision Min Value
Numbers only Max Value

Value Validation
Validation Type None

COMPILATION

566093969.xls3.KFF-HR-POSITION FF 1687
 1 After entering all the segment information and defining the Value Sets, in the Main Window, enable the checkboxes - 'Freeze Flexfield Definition'
2 Save the Flexfield defined.
3 Click on 'Compile' tab to compile the defined flexfield structure.

B VALUES for Position Key Flex field

Navigation: Purchasing -> Setup -> Flexfields -> Key -> Values

1 Find Values By Value Set

Application MKM_Legal_Entity

Press 'Find'

Value Translated Value Description

MKM MKM MKM
Wafi Industrial Wafi Industrial Wafi Industrial

2 Find Values By Value Set

Application MKM_Business_Unit

Press 'Find'

Value Translated Value Description

CMP CMP Compass
CTS CTS Composites
Central Services Central Services Central Services
MKM MKM MKM
PNX PNX Phoenix
SQD SQD Seaquest
TCTI TCTI TCTI

3 Find Values By Value Set

Application MKM_Division/Department

Press 'Find'

566093969.xls3.KFF-HR-POSITION FF 1787
 Value Translated Value Description
Administration Administration Administration
GRC Prodn GRC Prodn GRC Prodn
GRP Prodn GRP Prodn GRP Prodn
PD Prodn PD Prodn PD Prodn
PD Projects PD Projects PD Projects
PD Sales PD Sales PD Sales
PU Prodn PU Prodn PU Prodn
PU Projects PU Projects PU Projects
PU Sales PU Sales PU Sales
Production Production Production
Projects Projects Projects
Quality Assurance Quality Assurance Quality Assurance
Sales Sales Sales
Stores Stores Stores
Purchase Purchase Purchase
Central Service Central Service Central Service

4 Find Values By Value Set

Application MKM_New_PositionName

Press 'Find'

Value Translated Value Description

Assistant Manager Assistant Manager Assistant Manager
Asst Manager - GRP Prodn Asst Manager - GRP Prodn Asst Manager - GRP Prodn
Asst Mgr - GRC Prod&Proj Asst Mgr - GRC Prod&Proj Asst Mgr - GRC Prod&Proj
Asst Production Manager Asst Production Manager Asst Production Manager
Buyer Buyer Buyer
Divisional Controller Divisional Controller Divisional Controller
Estimator Estimator Estimator
General Manager General Manager General Manager
Group General Manager Group General Manager Group General Manager

566093969.xls3.KFF-HR-POSITION FF 1887
 Industrial Director Industrial Director Industrial Director
Inspector Inspector Inspector
Office Manager Office Manager Office Manager
PD Projects Manager PD Projects Manager PD Projects Manager
Procurement Leader Procurement Leader Procurement Leader
Production Engineer Production Engineer Production Engineer
Production Manager Production Manager Production Manager
Production Manager Plant3 Production Manager Plant3 Plant 3 Prodn Manager
Production Supervisor Production Supervisor Production Supervisor
Project Engineer Project Engineer Project Engineer
Projects Supervisor Projects Supervisor Projects Supervisor
Purchase Manager Purchase Manager Purchase Manager
Purchasing Administrator Purchasing Administrator Purchasing Administrator
Purchasing Manager Purchasing Manager Purchasing Manager
Requestor Requestor Requestor
Safety Officer Safety Officer Safety Officer
Sales Coordinator Sales Coordinator Sales Coordinator
Sales Engineer Sales Engineer Sales Engineer
Sales Manager Sales Manager Sales Manager
Sales Manager(UAE) Sales Manager(UAE) Sales Manager(UAE)
Sales Person Sales Person Sales Person
Salesperson Salesperson Salesperson
Secretary Secretary Secretary
Senior Engineer QA Senior Engineer QA Senior Engineer QA
Senior Sales Engineer Senior Sales Engineer Senior Sales Engineer
Storekeeper Storekeeper Storekeeper

566093969.xls3.KFF-HR-POSITION FF 1987
 PURCHASING SETUPS Back to Contents

Step 6 Define Locations

This is already done in Inventory Module

Step 7 Define Organizations

This is already done in Inventory Module.

Step 8 Convert to Multi-Org Architecture

This step is done by the System Administrator / DBA

Step 9 Define Inventory Key Flexfields

This step is already done in Inventory module

Step 10 Define Unit of Measures

This step is done in Inventory module.

Step 11 Define Freight Carriers

This step is done in Inventory module

Step 12 Define Item Attributes, Codes and Templates

This step is done in Inventory module

Step 13 Define Categories

This step is done in Inventory module

 PURCHASING SETUPS Back to Contents

Step 14 Define Jobs

Navigation: Purchasing -> Setup -> Personnel -> Jobs -> Description

Click on 'New'.

Job Group
Setup Business Group

Name Dates
Wafi Industrial.CTS.Manager 1-Jan-07
Wafi Industrial.CTS.Administrator
Wafi Industrial.CTS.Sales Person
Wafi Industrial.CTS.Engineer
Wafi Industrial.CTS.Estimator
Wafi Industrial.CTS.Coordinator
Wafi Industrial.CTS.Buyer
Wafi Industrial.CTS.Storekeeper
Wafi Industrial.CTS.Supervisor
Wafi Industrial.CTS.Inspector
Wafi Industrial.CTS.Officer
Wafi Industrial.CTS.Secretary
Wafi Industrial.CTS.Receptionist
Wafi Industrial.TCTI TMS.Manager
Wafi Industrial.TCTI TMS.Administrator
Wafi Industrial.TCTI TMS.Sales Person
Wafi Industrial.TCTI TMS.Engineer
Wafi Industrial.TCTI TMS.Estimator
Wafi Industrial.TCTI TMS.Coordinator
Wafi Industrial.TCTI TMS.Buyer
Wafi Industrial.TCTI TMS.Storekeeper
Wafi Industrial.TCTI TMS.Supervisor
Wafi Industrial.TCTI TMS.Inspector
Wafi Industrial.TCTI TMS.Officer
Wafi Industrial.TCTI TMS.Secretary
Wafi Industrial.TCTI TMS.Receptionist
Wafi Industrial.PNX.General Manager
Wafi Industrial.PNX.Manager
Wafi Industrial.PNX.Supervisor
Wafi Industrial.PNX.Buyer
Wafi Industrial.PNX.Officer
Wafi Industrial.PNX.Inspector
Wafi Industrial.PNX.Sales Person
Wafi Industrial.PNX.Storekeeper
Wafi Industrial.PNX.Administrator
Wafi Industrial.Central Services.Manager
Wafi Industrial.Central Services.Buyer
Wafi Industrial.Central Services.Divisional Controller
Wafi Industrial.Central Services.Engineer
Wafi Industrial.Central Services.Officer
Wafi Industrial.Central Services.Inspector
Wafi Industrial.SQT.Manager
Wafi Industrial.SQT.Administrator
Wafi Industrial.SQT.Sales Person
Wafi Industrial.SQT.Engineer
Wafi Industrial.SQT.Estimator
Wafi Industrial.SQT.Coordinator
Wafi Industrial.SQT.Buyer
Wafi Industrial.SQT.Supervisor
Wafi Industrial.SQT.Storekeeper
Wafi Industrial.SQT.Officer
Wafi Industrial.SQT.Secretary
Wafi Industrial.SQT.Receptionist
Wafi Industrial.CMP.General Manager
Wafi Industrial.CMP.Administrator
Wafi Industrial.CMP.Sales Person
Wafi Industrial.CMP.Engineer
Wafi Industrial.CMP.Estimator
Wafi Industrial.CMP.Coordinator
Wafi Industrial.CMP.Buyer
Wafi Industrial.CMP.Storekeeper
Wafi Industrial.CMP.Supervisor
Wafi Industrial.CMP.Manager
MKM.MKM.Director
 PURCHASING SETUPS Back to Contents

Step 15 Define Positions

Navigation: Human Resource -> Work Structures -> Position -> Description

Click on 'New'.

Position Details Hiring Information

Start Date Date Effective Name Type Organization Job Hiring Status Location FTE Headcount

1-Jan-07 Wafi Industrial.CTS.GRC Prodn.Asst Mgr - GRC Prod&Proj Single Incumbent Composites Wafi Industrial.CTS.Manager Active WI-Composites, Dubai 1 1
1-Jan-07 Wafi Industrial.Central Services.Administration.Group General Manager Single Incumbent MKM Business Group Wafi Industrial.Central Services.Manager Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.Central Services.Administration.Procurement Leader Single Incumbent MKM Business Group Wafi Industrial.Central Services.Buyer Active Wafi Industries LLC
1-Jan-07 Wafi Industrial.Central Services.Administration.Divisional Controller Single Incumbent MKM Business Group Wafi Industrial.Central Services.Divisional Controller Active Wafi Industries LLC
1-Jan-07 Wafi Industrial.Central Services.Quality Assurance.Safety Officer Pooled MKM Business Group Wafi Industrial.Central Services.Officer Active Wafi Industries LLC
1-Jan-07 Wafi Industrial.Central Services.Quality Assurance.Senior Engineer QA Single Incumbent MKM Business Group Wafi Industrial.Central Services.Engineer Active Wafi Industries LLC
1-Jan-07 Wafi Industrial.Central Services.Administration.Buyer Pooled MKM Business Group Wafi Industrial.Central Services.Buyer Active Wafi Industries LLC
1-Jan-07 Wafi Industrial.Central Services.Quality Assurance.Inspector Single Incumbent MKM Business Group Wafi Industrial.Central Services.Inspector Active MKM Business Group
1-Jan-07 Wafi Industrial.PNX.Administration.General Manager Single Incumbent Phoenix Concrete Products Wafi Industrial.PNX.General Manager Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Production.Production Manager Single Incumbent Phoenix Concrete Products Wafi Industrial.PNX.Manager Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Production.Production Manager Plant3 Single Incumbent Phoenix Concrete Products Wafi Industrial.PNX.Manager Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Production.Production Supervisor Pooled Phoenix Concrete Products Wafi Industrial.PNX.Supervisor Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Administration.Buyer Pooled Phoenix Concrete Products Wafi Industrial.PNX.Buyer Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Stores.Storekeeper Pooled Phoenix Concrete Products Wafi Industrial.PNX.Storekeeper Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Sales.Salesperson Pooled Phoenix Concrete Products Wafi Industrial.PNX.Sales Person Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Sales.Sales Manager Single Incumbent Phoenix Concrete Products Wafi Industrial.PNX.Manager Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Quality Assurance.Inspector Single Incumbent Phoenix Concrete Products Wafi Industrial.PNX.Inspector Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.PNX.Administration.Safety Officer Single Incumbent Phoenix Concrete Products Wafi Industrial.PNX.Officer Active WI-Phoenix, Dubai
1-Jan-07 Wafi Industrial.SQT.Administration.Office Manager Single Incumbent Seaquest Yachts Wafi Industrial.SQT.Manager Active WI-Seaquest, Dubai
1-Jan-07 Wafi Industrial.SQT.Administration.Purchasing Administrator Pooled Seaquest Yachts Wafi Industrial.SQT.Buyer Active WI-Seaquest, Dubai
1-Jan-07 Wafi Industrial.SQT.Stores.Storekeeper Pooled Seaquest Yachts Wafi Industrial.SQT.Storekeeper Active WI-Seaquest, Dubai
1-Jan-07 Wafi Industrial.SQT.Sales.Salesperson Pooled Seaquest Yachts Wafi Industrial.SQT.Sales Person Active WI-Seaquest, Dubai
1-Jan-07 Wafi Industrial.SQT.Production.Production Supervisor Pooled Seaquest Yachts Wafi Industrial.SQT.Supervisor Active WI-Seaquest, Dubai
1-Jan-07 Wafi Industrial.CTS.Administration.General Manager Single Incumbent Composites Wafi Industrial.CTS.Manager Active WI-Composites, Dubai
1-Jan-07 Wafi Industrial.CTS.Projects.Project Engineer Pooled Composites Wafi Industrial.CTS.Engineer Active WI-Composites, Dubai
1-Jan-07 Wafi Industrial.CTS.GRP Prodn.Asst Manager - GRP Prodn Pooled Composites Wafi Industrial.CTS.Manager Active WI-Composites, Dubai
1-Jan-07 Wafi Industrial.CTS.Sales.Sales Manager(UAE) Single Incumbent Composites Wafi Industrial.CTS.Manager Active WI-Composites, Dubai
1-Jan-07 Wafi Industrial.CTS.Sales.Sales Engineer Pooled Composites Wafi Industrial.CTS.Engineer Active WI-Composites, Dubai
1-Jan-07 Wafi Industrial.CTS.Administration.Secretary Pooled Composites Wafi Industrial.CTS.Secretary Active WI-Composites, Dubai
1-Jan-07 Wafi Industrial.CTS.GRP Prodn.Production Supervisor Pooled Composites Wafi Industrial.CTS.Supervisor Active WI-Composites, Dubai
1-Jan-07 Wafi Industrial.CTS.Stores.Storekeeper Pooled Composites Wafi Industrial.CTS.Storekeeper Active WI-Composites, Dubai
1-Jan-07 Wafi Industrial.CMP.Administration.General Manager Single Incumbent Compass Wafi Industrial.CMP.General Manager Active WI-Compass, Dubai
1-Jan-07 Wafi Industrial.CMP.Stores.Storekeeper Pooled Compass Wafi Industrial.CMP.Storekeeper Active WI-Compass, Dubai
1-Jan-07 Wafi Industrial.CMP.Projects.Projects Supervisor Pooled Compass Wafi Industrial.CMP.Supervisor Active WI-Compass, Dubai
1-Jan-07 Wafi Industrial.CMP.Administration.Buyer Pooled Compass Wafi Industrial.CMP.Buyer Active WI-Compass, Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PU Prodn.Production Engineer Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Engineer Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.CMP.Administration.Purchasing Manager Single Incumbent Compass Wafi Industrial.CMP.Manager Active WI-Compass, Dubai
1-Jan-07 Wafi Industrial.CMP.Administration.Salesperson Pooled Compass Wafi Industrial.CMP.Sales Person Active WI-Compass, Dubai
1-Jan-07 Wafi Industrial.CMP.Administration.Requestor Pooled Compass Wafi Industrial.CMP.Coordinator Active WI-Compass, Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.Administration.General Manager Single Incumbent TCTI Thermal Management Wafi Industrial.TCTI TMS.Manager Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PU Prodn.Production Manager Single Incumbent TCTI Thermal Management Wafi Industrial.TCTI TMS.Manager Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PU Prodn.Production Supervisor Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Supervisor Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PU Projects.Project Engineer Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Engineer Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PU Projects.Projects Supervisor Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Supervisor Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.Administration.Secretary Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Secretary Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PU Sales.Senior Sales Engineer Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Engineer Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PU Sales.Salesperson Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Sales Person Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.Stores.Storekeeper Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Storekeeper Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PD Sales.Assistant Manager Single Incumbent TCTI Thermal Management Wafi Industrial.TCTI TMS.Manager Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PD Prodn.Production Supervisor Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Supervisor Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PD Prodn.Asst Production Manager Single Incumbent TCTI Thermal Management Wafi Industrial.TCTI TMS.Manager Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PD Sales.PD Projects Manager Single Incumbent TCTI Thermal Management Wafi Industrial.TCTI TMS.Manager Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PD Sales.Sales Coordinator Single Incumbent TCTI Thermal Management Wafi Industrial.TCTI TMS.Coordinator Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PD Projects.Projects Supervisor Pooled TCTI Thermal Management Wafi Industrial.TCTI TMS.Supervisor Active WI-TCTI(TMS), Dubai
1-Jan-07 Wafi Industrial.TCTI TMS.PU Sales.Sales Manager Single Incumbent TCTI Thermal Management Wafi Industrial.TCTI TMS.Manager Active WI-TCTI(TMS), Dubai
1-Jan-07 MKM.MKM.Administration.Industrial Director Single Incumbent MKM Business Group MKM.MKM.Director Active MKM Business Group
1-Jan-07 Wafi Industrial.Central Services.Administration.Assistant Manager Single Incumbent Wafi Industrial SA Wafi Industrial.Central Services.Officer Active Wafi Industries LLC
 PURCHASING SETUPS Back to Contents

Step 16 Define Employees

Navigation : Human Resources -> People -> Enter and Maintain

This is done in Human Resources module.

Press Assignments to enter 'Assignments' window
Last Name First Name Title Middle Name Gender Date of Birth Assignments
H Organization Grade Position
D
PNX NADIM PHOENIX Hobeika Nadim J Male 10/10/1953 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.General Manager General Wafi Industrial.PNX.Administration.General Manager
PNX SATISH PHOENIX Kumar Satish M Male 5/3/1971 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Manager General Wafi Industrial.PNX.Sales.Manager-Sales
PNX IQBAL PHOENIX Khokhar Mohammed Iqbal Male 24/09/56 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Manager General Wafi Industrial.PNX.Production.Production manager
PNX NABIL PHOENIX Hobeika Nabil J Male 21/5/64 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Manager General Wafi Industrial.PNX.Production.Production manager
PNX JAMIL PHOENIX Maalouf Jamil Diab Male 22/11/63 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Manager General Wafi Industrial.PNX.Sales.Asst Manager-Sales
PNX RACHAD PHOENIX Osman Rachad Male 21/6/78 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Supervisor General Wafi Industrial.PNX.Production.Production Supervisor
PNX JULIET PHOENIX Patlu Juliet Mrs Female 19/3/71 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Secretary General Wafi Industrial.PNX.Administration.Secretary
PNX BIJU PHOENIX Philip Biju Vincent Male 1/6/1963 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Supervisor General Wafi Industrial.PNX.Sales.Dispatch Supervisor
PNX VINOD PHOENIX Kumar Vinod Male 31/10/79 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Sales.Dispatch Clerks
PNX SHINJU PHOENIX Kallil Shinju Male 25/5/74 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Sales.Dispatch Clerks
PNX ROBIN PHOENIX George Robin Male 28/5/82 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Administration.Admin Clerk
PNX SMITHEESH PHOENIX Nair Smitheesh Varadarajan Male 25/1/84 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Sales.Dispatch Clerks
PNX NAGARAJ PHOENIX Buchanna Nagaraj Male 20/4/84 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Sales.Dispatch Clerks
PNX PRAMOD PHOENIX Kumar Pramod E Male 15/5/73 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Sales.Sales Clerk
PNX BHASKARAN PHOENIX Vinod Bhaskaran K Male 25/5/72 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Administration.Admin Clerk
PNX JOBY PHOENIX George Joby Male 28/5/69 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Sales.Sales Clerk
PNX DIKDEN PHOENIX Lama Dikden Male 2/3/1970 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Sales.Sales Clerk
PNX AJAY PHOENIX Kumar Ajay T Male 20/5/71 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Buyer General Wafi Industrial.PNX.Purchasing.Purchasing Buyer
PNX SHIJI PHOENIX Sebastian Shiji K Male 1/5/1973 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.In-Charge General Wafi Industrial.PNX.Workshop.Plant & Workshop In-Charge
PNX MANI PHOENIX Manikandan Male 17/6/62 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.In-Charge General Wafi Industrial.PNX.Maintenance.Vehicle Maintenance In-Charge
PNX SHAMIM PHOENIX Shamim Mohammad Male 15/10/70 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Executive General Wafi Industrial.PNX.Sales.Sales Executive
PNX SHERRY PHOENIX Joseph Sherry Male 3/3/1969 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Executive General Wafi Industrial.PNX.Sales.Sales Executive
PNX RASHAD PHOENIX Butt Rashad Mahmood Male 2/2/1971 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Executive General Wafi Industrial.PNX.Sales.Sales Executive
PNX SAJEESH PHOENIX Kumar Sajeesh Male 10/5/1978 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Executive General Wafi Industrial.PNX.Sales.Sales Executive
PNX AJITH PHOENIX Kumar Ajith E Male 28/3/81 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Officer General Wafi Industrial.PNX.Administration.Finance Officer
PNX KRISHNAN PHOENIX M. Krishnan Male 15/3/59 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Officer General Wafi Industrial.PNX.Administration.Admin Officer
PNX PRAVEEN PHOENIX Chelimela Praveen Male 10/10/1982 PHOENIX CONCRETE PRODUCTS Wafi Industrial.PNX.Clerk General Wafi Industrial.PNX.Administration.Admin Clerk
PHOENIX Male WAFI INDUSTRIAL SA Wafi Industrial.MKM.Director General Wafi Industrial.WAFI_SA.Administration.Industrial Director
 PURCHASING SETUPS Back to Contents

Step 17 Define Position Hierarchies

Navigation: Purchasing -> Setup -> Personnel -> Position Hierarchy

Note: After defining the Hierarchy as explained below, run the Request 'Fill Employee Hierarchy'. To run the request, in the Menu Bar
click View -> Requests -> Submit a New Request
Select from LOV 'Fill employee Hierarchy' and give the Operating Unit in the parameter and Submit the Request.
This should be done in case of any changes to the hierarchy or approval groups to be reflected during approval process

Name Enter Hierarchy Name.

Save.
Version
Number Enter Version Number
Date From Enter Effective Start Date
Save.
Position
Query for the Top Position in the
Name Hierarchy
Holder
Name of the Employee of holds
the position defaults from
Employee Master
Worker type Employee (Defaults)
Save.
Subordinates
Enter the Subordinate Position to
Name the Parent position
Holder
Name of the Employee who holds
the position defaults from the
Employee Master
(For Multiple subordinate positions, enter the positions one by one)
To enter next level of subordinate position against a position, navigate to the next level using the 'Down' arrow.
 Name Ver Date From
WINDHIER_PNX_REQ_CAPEX 1 19-Apr-08
Level Position
0 Name Wafi Industrial.WAFI_SA.Administration.Industrial Director
Holder
Worker type Employee
Exists in Hierarchy Enable
Subordinates
1 Name Wafi Industrial.PNX.Administration.General Manager
Holder Hobeika, Mr. Nadim J
2 Name Wafi Industrial.PNX.Purchase.Purchasing Buyer
Holder Kumar, Mr. Ajay T
2 Name Wafi Industrial.PNX.Production.Production Manager
Holder 2 Holders (Mohammad Iqbal Kokhar & Nabil Hobeika)

Name Ver Date From

WINDHIER_PNX_REQ_NON-CAPEX 1 19-Apr-08
Level Position
0 Name Wafi Industrial.WAFI_SA.Administration.Industrial Director
Holder
Worker type Employee
Exists in Hierarchy Enable
Subordinates
1 Name Wafi Industrial.PNX.Administration.General Manager
Holder Hobeika, Mr. Nadim J
2 Name Wafi Industrial.PNX.Purchase.Purchasing Buyer
Holder Kumar, Mr. Ajay T
2 Name Wafi Industrial.PNX.Production.Production Manager
Holder 2 Holders (Mohammad Iqbal Kokhar & Nabil Hobeika)
2 Name Wafi Industrial.PNX.Production.Production Supervisor
 Holder Osman, Mr. Rachad
2 Name Wafi Industrial.PNX.Maintenance.Vehicle Maintenance In-Charge
Holder Manikandan, Mr.
2 Name Wafi Industrial.PNX.Workshop.Plant & Workshop In-Charge
Holder Sebastian, Mr. Shiji
2 Name Wafi Industrial.PNX.Production.Storekeeper
Holder

Name Ver Date From

WINDHIER_PNX_PO_CAPEX 1 19-Apr-08
Level Position
0 Name Wafi Industrial.WAFI_SA.Administration.Industrial Director
Holder
Worker type Employee
Exists in Hierarchy Enable
Subordinates
1 Name Wafi Industrial.PNX.Administration.General Manager
Holder Hobeika, Mr. Nadim J
2 Name Wafi Industrial.PNX.Purchase.Purchasing Buyer
Holder Kumar, Mr. Ajay T

Name Ver Date From

WINDHIER_PNX_PO_DIRECT 1 19-Apr-08
Level Position
0 Name Wafi Industrial.WAFI_SA.Administration.Industrial Director
Holder
Worker type Employee
Exists in Hierarchy Enable
Subordinates
1 Name Wafi Industrial.PNX.Administration.General Manager
Holder Hobeika, Mr. Nadim J
2 Name Wafi Industrial.PNX.Purchase.Purchasing Buyer
Holder Kumar, Mr. Ajay T
MKMHIER_TMS_REQ_CAPEX 1 1-Jan-07
MKMHIER_CTS_REQ_CAPEX 1 1-Jan-07
MKMHIER_CTS_REQ_NON-CAPEX(GRC) 1 1-Jan-07
MKMHIER_CTS_REQ_NON-CAPEX(GRP) 1 1-Jan-07
MKMHIER_CTS_PO_CAPEX 1 1-Jan-07
MKMHIER_CTS_PO_DIRECT-GRC 1 1-Jan-07
MKMHIER_CTS_PO_DIRECT-GRP 1 1-Jan-07
MKMHIER_TMS_REQ_NONCAPEX-PU 1 1-Jan-07
MKMHIER_TMS_REQ_NONCAPEX-PD 1 1-Jan-07
MKMHIER_TMS_PO_CAPEX 1 1-Jan-07
MKMHIER_TMS_PO_SAFETY 1 1-Jan-07
MKMHIER_TMS_PO_DIRECT 1 1-Jan-07
MKMHIER_PNX_REQ_DIRECT 1 1-Jan-07
MKMHIER_SQT_REQ_DIRECT 1 1-Jan-07
MKMHIER_CMP_REQ_DIRECT 1 1-Jan-07
MKMHIER_CMP_PO_DIRECT 1 1-Jan-07
MKMHIER_CTS_PO_SAFETY 1 1-Jan-07
MKMHIER_CTS_INTERNAL_REQ 1 1-Jan-07
 PURCHASING SETUPS Back to Contents

Step 18 DEFINE APPROVAL GROUPS FOR PURCHASING

Navigation : Purchasing -> Setup -> Approval -> Approval Groups

TCTI Thermal Management APGRP_UNLIMITED Approval Group for Wafi Industrial Director for upto 2 Million and above

Document total Include 999,999,999,999.00

Account Range Include 999,999,999,999.00 061.00000.10000.000.00000.000.00000.0000 072.ZZZZZ.ZZZZZ.ZZZ.ZZZZZ.072.ZZZZZ.ZZZZ

TCTI Thermal Management APGRP_1,000,000 Approval Group upto 1,000,000 AED

Document total Include 1,000,000.00

Account Range Include 1,000,000.00 061.00000.10000.000.00000.000.00000.0000 062.62999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 061.00000.11010.000.00000.000.00000.0000 062.ZZZZZ.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

TCTI Thermal Management APGRP_150,000 Approval Group upto 150,000 AED

Document total Include 150,000.00

Account Range Include 150,000.00 061.00000.10000.000.00000.000.00000.0000 062.62999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 061.00000.11010.000.00000.000.00000.0000 062.ZZZZZ.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

TCTI Thermal Management APGRP_10,000 Production Manager Approval Group upto 10000 AED

Document total Include 10,000.00

Account Range Include 10,000.00 061.00000.10000.000.00000.000.00000.0000 062.62999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 061.00000.11010.000.00000.000.00000.0000 062.ZZZZZ.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

Composites APGRP_UNLIMITED Approval Group for Wafi Industrial Director for upto 2 Million and above

Document total Include 999,999,999,999.00

Account Range Include 999,999,999,999.00 000.00000.10000.000.00000.000.00000.0000 072.ZZZZZ.ZZZZZ.ZZZ.ZZZZZ.072.ZZZZZ.ZZZZ

Composites APGRP_1,000,000 Approval Group upto 1,000,000 AED

Document total Include 1,000,000.00

Account Range Include 1,000,000.00 061.00000.10000.000.00000.000.00000.0000 062.62999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 061.00000.11010.000.00000.000.00000.0000 062.62999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Composites APGRP_150,000 Approval Group upto 150,000 AED

Document total Include 150,000.00

Account Range Include 150,000.00 061.00000.10000.000.00000.000.00000.0000 062.62999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 061.00000.11010.000.00000.000.00000.0000 062.62999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

Composites APGRP_10,000 Production Manager Approval Group upto 10000 AED

Document total Include 10,000.00

Account Range Include 10,000.00 061.00000.10000.000.00000.000.00000.0000 062.62999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 061.00000.11010.000.00000.000.00000.0000 062.62999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

PHOENIX CONCRETE PRODUCTS APGRP_UNLIMITED Approval Group for amounts exeeding AED 1,000,000

Document total Include 999,999,999,999.00

Account Range Include 999,999,999,999.00 064.00000.10000.000.00000.000.00000.0000 064.00000.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Include 999,999,999,999.00 064.64000.10000.000.00000.000.00000.0000 064.64999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

PHOENIX CONCRETE PRODUCTS APGRP_1,000,000 Approval Group for Requisitions upto 1,000,000 AED

Document total Include 1,000,000.00

Account Range Include 1,000,000.00 064.64000.10000.000.00000.000.00000.0000 064.64999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Include 1,000,000.00 064.00000.10000.000.00000.000.00000.0000 064.00000.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 064.64000.11000.000.00000.000.00000.0000 064.64999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 064.00000.11000.000.00000.000.00000.0000 064.00000.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

PHOENIX CONCRETE PRODUCTS POAPGRP_1,000,000 Approval Group for Purchase Orders upto 1,000,000 AED

Document total Include 1,000,000.00

Account Range Include 1,000,000.00 064.64000.10000.000.00000.000.00000.0000 064.64999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Include 1,000,000.00 064.00000.10000.000.00000.000.00000.0000 064.00000.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 064.64000.11000.000.00000.000.00000.0000 064.64999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 064.00000.11000.000.00000.000.00000.0000 064.00000.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

Seaquest Yachts APGRP_UNLIMITED Approval Group for Wafi Industrial Director for upto 2 Million and above

Document Total Include 999,999,999,999.00

Account Range Include 999,999,999,999.00 000.000000.10000.000.00000.000.00000.0000 ZZZ.ZZZZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Seaquest Yachts APGRP_1,000,000 Approval Group upto 1,000,000 AED

Document Total Include 1,000,000

Account Range Include 1,000,000 071.71000.10000.000.00000.000.00000.0000 071.ZZZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Include 1,000,000 071.00000.10000.000.00000.000.00000.0000 071.00000.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 071.71000.11010.000.00000.000.00000.0000 071.ZZZZZ.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 071.00000.11010.000.00000.000.00000.0000 071.00000.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

Compass APGRP_UNLIMITED Approval Group for Wafi Industrial Director for upto 2 Million and above

Document Total Include 999,999,999,999.00

Account Range Include 999,999,999,999.00 063.63000.00000.000.00000.000.00000.0000 063.63999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

Compass APGRP_1,000,000 Approval Group upto 1,000,000 AED

Document Total Include 1000000

Account Range Include 1000000 063.63000.10000.000.00000.000.00000.0000 063.63999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Include 1000000 063.00000.10000.000.00000.000.00000.0000 063.00000.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 063.63000.11010.000.00000.000.00000.0000 063.63999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 063.00000.11010.000.00000.000.00000.0000 063.00000.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

Compass APGRP_5000 Approval Group for documents upto 5000 AED

Document Total Include 5000

Account Range Include 5000 063.63000.10000.000.00000.000.00000.0000 063.63999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Include 5000 063.00000.10000.000.00000.000.00000.0000 063.00000.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 063.63000.11010.000.00000.000.00000.0000 063.63999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 063.00000.11010.000.00000.000.00000.0000 063.00000.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

Compass APGRP_25000 Approval Group for documents upto 25000 AED

Document Total Include 25000

Account Range Include 25000 063.63000.10000.000.00000.000.00000.0000 063.63999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Include 25000 063.00000.10000.000.00000.000.00000.0000 063.00000.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 063.63000.11010.000.00000.000.00000.0000 063.63999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 063.00000.11010.000.00000.000.00000.0000 063.00000.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ

Compass APGRP_2500 Approval Group for documents upto 2500 AED

Document Total Include 2500

Account Range Include 2500 063.63000.10000.000.00000.000.00000.0000 063.63999.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Include 2500 063.00000.10000.000.00000.000.00000.0000 063.00000.ZZZZZ.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 063.63000.11010.000.00000.000.00000.0000 063.63999.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
Account Range Exclude 063.00000.11010.000.00000.000.00000.0000 063.00000.11200.ZZZ.ZZZZZ.ZZZ.ZZZZZ.ZZZZ
 PURCHASING SETUP Back to contents

Step 19 Define Approval Assignments

Navigation: Purchasing -> Setup -> Approvals -> Approval Assignmnets

Operating Unit Select the Operating Unit

Position Select the Position to which Approval Groups are to be assigned
Business Group MKM Business Group - This data defaults

Document Type Approval Group

Approve Blanket Purchase Agreements Select Approval Group from LOV
Approve Blanket Releases Select Approval Group from LOV
Approve Contract Purchase Orders Select Approval Group from LOV
Approve Internal Requisitions Select Approval Group from LOV
Approve Planned Purchase Orders Select Approval Group from LOV
Approve Purchase Requisitions Select Approval Group from LOV
Approve Scheduled Releases Select Approval Group from LOV
Approve Standard Purchase Orders Select Approval Group from LOV

Operating Unit PHOENIX CONCRETE PRODUCTS

Position Wafi Industrial.WAFI_SA.Administration.Industrial Director
Job Wafi Industrial.MKM.Director
Organization WAFI INDUSTRIAL SA

Document Type Approval Group

Approve Blanket Purchase Agreements APGRP_UNLIMITED
Approve Blanket Releases APGRP_UNLIMITED
Approve Contract Purchase Orders APGRP_UNLIMITED
Approve Internal Requisitions APGRP_UNLIMITED
Approve Planned Purchase Orders APGRP_UNLIMITED
Approve Purchase Requisitions APGRP_UNLIMITED
Approve Scheduled Releases APGRP_UNLIMITED
Approve Standard Purchase Orders APGRP_UNLIMITED

Operating Unit PHOENIX CONCRETE PRODUCTS

Position Wafi Industrial.PNX.Administration.General Manager
Job Wafi Industrial.PNX.General Manager
Organization PHOENIX CONCRETE PRODUCTS

Document Type Approval Group

Approve Blanket Purchase Agreements POAPGRP_1000000
Approve Blanket Releases POAPGRP_1000000
Approve Contract Purchase Orders POAPGRP_1000000
Approve Internal Requisitions POAPGRP_1000000
Approve Planned Purchase Orders POAPGRP_1000000
Approve Purchase Requisitions APGRP_1000000
Approve Scheduled Releases POAPGRP_1000000
Approve Standard Purchase Orders POAPGRP_1000000

Operating Unit PHOENIX CONCRETE PRODUCTS

Position Wafi Industrial.PNX.Purchase.Purchasing Buyer
Job Wafi Industrial.PNX.Buyer
Organization PHOENIX CONCRETE PRODUCTS

Document Type Approval Group

Approve Scheduled Releases POAPGRP_1000000
 PURCHASING SETUPS Back to Contents

Step 20 Define Buyers

Navigation: Purchasing -> Setup -> Personnel -> Buyers

Click on 'Add Buyer' button.

Buyer Begin Date

Hobeika, Mr. Nadim J 19-Apr-08

Kumar, Mr. Ajay T 19-Apr-08
 PURCHASING SETUPS Back to Contents

Step 21 Define Purchasing Profile Options

Navigation : System Administrator -> Profile -> System

Profile Option Name Site

PO$BUYER_CODE
PO$CLOSE_PCT
PO$CONTRACT_VAL
PO$FOB_CODE
PO$MAX_COST_CODES
PO$MAX_LOT
PO$MAX_RETURN_TRANS
PO: Allow Auto-generate Sourcing Rules CREATE AND UPDATE
PO: Allow Autocreation of Oracle Sourcing Documents Yes
PO: Allow Buyer Override in Autocreate Find Yes
PO: Allow Category Override in Autocreate Find Yes
PO: Allow Rate Override For User Rate Type Yes
PO: Allow Requisition Approval Forward Action Yes
PO: Allow Retroactive Pricing of POs
PO: Amount Billed Threshold Percentage
PO: Approval Timeout Value 300
PO: Archive Catalog on Approval Yes
PO: Auto Apply Default Contract Template Yes
PO: AutoCreate GL Date Option AutoCreate Date
PO: Automatic Document Sourcing Yes
PO: Automatically Deliver Drop Ship ASNs Yes
PO: Cache Time To Live 15
PO: Change Supplier Site Yes
PO: Check open periods No
PO: Contractor Assignment Completion Warning Delay
PO: Contracts Enabled
PO: Convert Requisition UOM to Source Document UOM Yes
PO: Create ASBN invoices using AP interface tables
PO: Custom Measure Precedence OU, Commodity, Global
PO: Default Need-By Time 18:00
PO: Default PO Promise Date from Need By Date Yes
PO: Default Requisition Grouping Default
PO: Default Supplier Item Catalog Option Negotiated Sources
PO: Display VMI Warning Yes
PO: Display the Autocreated Document Yes
PO: Display the Autocreated Quotation Yes
PO: Document Builder Default Document Type New Order
PO: ERS Aging Period 0
PO: ERS Invoice Number Prefix ERS
PO: Enable Direct Delivery To Shop Floor
PO: Enable Services Procurement No
PO: Generate Amendment Documents Yes
PO: In File Path
PO: Item Cross Reference Warning
PO: Legal Requisition Type Both
PO: Notification Lines Display Limit 30
PO: Override Approved Supplier List Status Yes
PO: Price Tolerance (%) for Catalog Updates
PO: Release During ReqImport Yes
PO: Restrict Requisition line modify to quantity split No
PO: Secondary Email address
PO: Set Debug Concurrent ON No
PO: Set Debug Workflow ON No
PO: Supplier Consigned Enabled Yes
PO: Supplier Pricing Method
PO: Terms and Conditions filename
PO: UOM Class for Temp Labor Services
PO: Use Need-by Date for Default Autocreate Grouping Yes
PO: Use P-Cards in Purchasing
PO: Use Requisition Line Numbers on Autocreated Purchase Order Lines Yes
PO: Use Ship-to for Default Autocreate grouping Yes
PO: VMI Enabled Yes
PO: Validate Need-by Time For Requisition Submit No
PO: Warn if RFQ Required before Autocreate Yes
PO: Write Server Output to File Yes
PO: cXML From Domain
PO: cXML From Identity
PO:Enable Sql Trace for Receiving Processor No
PO:Fax Output Directory for the PO Document
PO:Override Funds Reservation
PO:Use Document GL Date to Unreserve Yes
PO:Workflow Processing Mode Background
POA: Calculate Savings in Source Yes
POA: Calculate Target Price in Source Yes
POA: Collection Batch Size 10000
POA: DBI Implementation Yes
POA: Debug Mode
POA: Default Cost of Capital 15
POA: Duns and UNSPSC Hooks Yes
POA: Fixed System Date
POA: Global Calender Name
POA: Global Currency Code
POA: Global Period Type
POA: Global Rate Type
POA: Score Card Weight - Customer Satisfaction 25
POA: Score Card Weight - Delivery 25
POA: Score Card Weight - Price 25
POA: Score Card Weight - Quality 25
POA: Trace Mode
POAO: Debug Mode
POCAO: Debug Mode
PON: Automatically Default Catalog Attributes None
PON: Enable Award Optimization
PON: Enable Sourcing Award Approval
PON: External Application Framework Agent
PON: Supplier Transaction History Time Period 6
POR : Amount Based Services Line Type
POR : Approved Pricing Only No
POR : CA Certificate File Name /d03/oraapps/apps/tech_st/10.1.2/sysman/config/b64InternetCertificate.txt
POR : Goods Line Type Goods
POR : Override Supplier P-Card No
POR : Preferences - Award
POR : Preferences - Deliver to Location
POR : Preferences - Expenditure Type
POR : Preferences - Project
POR : Preferences - Requester
POR : Preferences - Selected Items Default to Inventory
POR : Preferences - SubInventory
POR : Preferences - Task
POR : Proxy Server Name
POR : Proxy Server Port
POR : Rate Based Services Line Type
POR : Search Results Skin Paragraph View
POR : System Approvers are Mandatory Yes
POR : Use Sequence for Requisition Numbering No
POR: Enable Automatic Debit Memo Creation for Returns No
POR: Reapproval after Contractor Assignment Conditionally Required
POR: Allow pcard use with encumbrance
POR: Apply Expense Account Rules to Favorite Charge Accounts No
POR: Auto Load Category Descriptors No
POR: Auto Load Root Descriptors No
POR: Auto Load Shopping Categories No
POR: Autocreate Shopping Category and Mapping No
POR: Bulk Loader Commit Size 2500
POR: Cache Time To Live Minutes 15
POR: Catalog Bulk Load Directory
POR: Catalog Bulk Loader Host Default
POR: Catalog Result Set Size 7
POR: Change Catalog Language No
POR: Context value for Requisition distribution descriptive flexfield
POR: Context value for Requisition header descriptive flexfield
POR: Context value for Requisition line descriptive flexfield
POR: Contractor Expense Line Type
POR: Days Needed By 2
POR: Default Currency Conversion Rate Type
POR: Default Shopping Sort
POR: Default Shopping Sort Order
POR: Display Graphical Approval List Yes
POR: Display Legacy Accounting Flex UI No
POR: Display Shopping Category Count No
POR: Enable Advanced Search Yes
POR: Enable Check Funds No checkfunds
POR: Enable Req Distribution Customization
POR: Enable Req Header Customization
POR: Enable Requisition Line Customization Yes
POR: Generate and Display Account at Checkout No
POR: Hosted Images Directory
POR: Load One-Time Items in All Languages No
POR: My Favorite Store No Preference
POR: One Time Location
POR: Override Location Flag Yes
POR: Override Requester No
POR: Preferences - Expenditure Item Date Offset
POR: Preferences - Expenditure Org
POR: Purchasing News Location
POR: Purge Jobs Older Than (days) 30
POR: Require Blind Receiving No
POR: Result Set Size 10
POR: SSP4 Installed Yes
POR: Select Internal Requisition for Confirm Receipt Yes
POR: Select Inventory Replenishment Lines For Confirm Receipts Yes
POR: Show Thumbnail Images Yes
POR: Support review for Express Receive Yes
POR: Thumbnail Height
POR: Thumbnail Width
POR: Transparent Punchout Timeout Limit 60
POR:Allow Manual Selection of Source No
POS: ASL planning attribute updates from supplier approved by Buyer's approval required
POS: ASN Shipment Display Period 365
POS: Allow Invoice Backdating Yes
POS: Default Promise Date while acknowledgement
POS: Default Responsibility for Newly Registered Supplier Users
POS: External Responsibility Flag
POS: External URL
POS: Internal URL
POS: Invoice Unit Price Change for Quantity-Based Matches Not Allowed
POS: Limit invoice to single PO No
POS: OSN Hub
POS: Product and Service Segments Definition
POS: Use AME for Supplier Approval No

RCV: Allow routing override Yes

RCV: Debug Mode No
RCV: Default Include Closed PO Option
RCV: Fail All ASN Lines if One Line Fails No
RCV: Fail Item Transaction If Charge Fails
RCV: Print Receipt Traveler Yes
RCV: Processing Mode On-line
 PURCHASING SETUPS Back to Contents

Step 22a Define DFF for Hierarchy Lookups

Navigation: Application Object Library -> Flexfields -> Descriptive -> Segments

PRESS ON 'SEGMENTS' keeping the cursor against each Code.

Enter the Name, Prompt, Column. Press on 'Open'.
Click on 'Value Set'
Click on 'Edit Information'

Save
Close windows.

Copy the Value set from LOV in the Segment Summary window.
Save and Close.
Repeat the above steps for all the Hierarchy Lookup Codes
MKMPO_HIER_WIND_PNX_LKUP
MKMREQ_HIER_WIND_PNX_LKUP

Enable 'Freeze Flexfield Definition'.

Compile' the DFF

 PURCHASING SETUPS Back to Contents

Step 22b Defining Purchasing Hierarchy Lookups

Navigation: Purchasing -> Setup -> Purchasing -> Lookup codes

Lookup Name Meaning Application Access Level Lookup Value DFF Value
MKMREQ_HIER_WIND_PNX_LKUP MKMREQ_HIER_WIND_PNX_LKUP Purchasing User CAPEX WINDHIER_PNX_REQ_CAPEX
NON-CAPEX WINDHIER_PNX_REQ_NON-CAPEX

MKMPO_HIER_WIND_PNX_LKUP MKMPO_HIER_WIND_PNX_LKUP Purchasing User DIRECT WINDHIER_PNX_PO_DIRECT

EXPENSE WINDHIER_PNX_PO_DIRECT
SERVICES WINDHIER_PNX_PO_DIRECT
CAPEX WINDHIER_PNX_PO_CAPEX
 PURCHASING SETUPS Back to Contents

Step 23 Setup Oracle Workflow

The Work flow used is custom workflow which is done by the Technical Administrator

Step 24 Decide on Account Generator

The Account Generator process in Purchasing builds a charge, budget, accrual, and
variance account for each purchase order, release, and requisition distribution based on
the distribution's Expense, Inventory, or Shop Floor destination type. You must review
the default process that Purchasing uses to see if it meets your accounting requirements.
You can optionally customize the Account Generator for each ledger that you have
defined

At MKM, The Account Generator flow is customized for generate different accounts for
Expense, Services and Capex items.

This is taken care of by the Technical Administrator.

Step 25 Open Inventory and Purchasing Accounting periods

The Inventory Accounting period opening is taken care of in Oracle Inventory module setups

To open the Purchasing periods,

Navigation: Purchasing -> Setup -> Financials -> Accounting -> Control Purchasing Periods

Operating Unit PHOENIX CONCRETE PRODUCTS

 Change the 'Period Status' to 'Open' for the month required.

Press 'Save' to save the changes.

Step 26 Define Payment Terms

The Payment Terms are defined in Oracle Payables

Step 27 Define Purchasing Options

This is already done during setup of Inventory module. Refer Setup document for Inventory.

Step 28 Start up the Purchasing Data base Administrator

Navigation: Purchasing -> (Menu) View -> Requests -> Submit a New Request

Select from LOV - PURCHASING DATABASE ADMINSTRATION

 Submit the Request.

This request needs to be run only once during setup.

Step 29 Define Financial Options

This is done during Financial setups in Oracle Payables.

Step 30 Define Receiving Options

This is done during Inventory Organization setup in Inventory module.

 PURCHASING SETUPS Back to Contents

Step 31 Setup Transaction Managers and Resubmission Levels

The following transaction managers are started.

a) Receiving Transaction Manager
b) Document Approval Manager

This is done by the System Administrator.

Navigation: System Administrator -> Concurrent -> Manager -> Administer

 Click on 'Restart' if the Interface Managers are in the status of 'Deactivated'. Otherwise proceed to the next setup.

Step 32 Submit Workflow Related Processes

a) Send Notifications for Purchasing Documents

Navigation : Purchasing -> Requests -> Submit a New Request

Submit a Single Request

Name: Send Notifications for Purchasing Documents

Operating Unit PHOENIX CONCRETE PRODUCTS

Schedule the request to be run once per day.

Submit the Request.

b) Workflow Background Process

Navigation: System Administrator -> Requests -> Run

Submit a Single Request

Name: Workflow Background Process

Operating Unit

Parameters
Schedule

Submit the Request.

This request will keep running the background as per the specified schedule.
 PURCHASING SETUPS Back to Contents

Step 33 Define Line Types

Navigation: Purchasing -> Setup -> Purchasing -> Line Types

Click on 'Create'

Name Description Value Basis Purchase Basis Unit Price Receipt Required
Goods All goods that are individually recorded and printed out
(by item class, unit, and unit price)
Services-Qty Based All Services Purchased which has an Item Code(generic) Quantity Goods Yes
Services-Amt Based All Services purchased based on Amount Amount Services Dirhams 1 Yes
 PURCHASING SETUPS Back to Contents

Step 34 Define Quality Inspection code

Navigation: Purchasing -> Setup -> Purchasing -> Quality Inspection Codes

Press on 'Add Quality Code'.

Ranking Quality Code

30 Damaged
40 Poor Quality
50 Quantity Discrepancy
60 Conditional Acceptance
80 Average Quality
90 Good Quality
99 Excellent Quality
 PURCHASING SETUPS Back to Contents

Step 35 Define Purchasing Lookups

Navigation: Purchasing -> Setup -> Purchasing -> Lookup Codes

a) Reply/Receive Via

Type REPLY/RECEIVE VIA

Meaning Valid reply via codes
Application Purchasing
Description Valid reply via codes
Access Level User

Code Lookup Code Meaning Lookup Code Description Tag From To Enabled
EMAIL EMAIL EMAIL 20-Apr-08 *
COURIER COURIER COURIER 20-Apr-08 *
POST POST POST 20-Apr-08 *
PHONE PHONE PHONE 20-Apr-08 *
FAX FAX FAX 20-Apr-08 *

b) FOB CODES

Type FOB
Meaning Valid FOB Codes
Application Purchasing
Description Valid FOB Codes
Access Level User

Code Lookup Code Meaning Lookup Code Description Tag From To Enabled
TBD TBD To be Determined 20-Apr-08 *
CIF CIF Cost, Insurance and Freight 20-Apr-08 *
COLLECT Collect FOB Origin with Freight Charges Collect 20-Apr-08 *
PREPAID Prepaid FOB Origin with Freight Charges Prepaid 20-Apr-08 *
DEST Destination FOB Destination with Freight Charges Prepaid 20-Apr-08 *
DEST-COLLECT DEST-COLLECT FOB Destination, Freight Collect 20-Apr-08 *
 DEST-COLLECT-ALLOWED DEST-COLLECT-ALLOWED FOB Destination, Freight Collect and Allowed 20-Apr-08 *
ORIGIN-PREPAID-CHARGEBACK ORIGIN-PREPAID-CHARGEBACK FOB Origin, Freight Prepaid and Chargeback 20-Apr-08 *

c) FREIGHT TERMS

Type FREIGHT TERMS

Meaning Valid Freight Terms
Application Purchasing
Description Valid Freight Terms
Access Level User

Code Lookup Code Meaning Lookup Code Description Tag From To Enabled
AIR AIR Air *
Allowed Allowed Vendor reimburses buyer for freight *
Due Due Buyer pays freight *
FEDERAL EXPRESS FEDERAL EXPRESS Federal Express *
FEDERAL OVERNIGHT FEDERAL OVERNIGHT Overnight *
OPM OPM OPM Freight Bill Method *
Paid Paid Vendor pays freight *
Prepaid Prepaid Vendor pays freight and invoices buyer *
RLWY RLWY Railroad *
SHIP SHIP Ship *
TBD TBD To be determined *
 PURCHASING SETUPS Back to Content

Step 36 Define Lookups - Landed Cost Lookup

Navigation: Inventory -> Setup -> Lookup

Type XXMKM_LANDED_COST_CHARGES
Meaning XXMKM_LANDED_COST_CHARGES
Application Inventory
Description Landed Cost Charges
Access Level User

Code Lookup Code Meaning Lookup Code Description Tag From To Enabled DFF Account
CLEARING Clearing Charges Clearing Charges 26-Jan-08 * 91156
CUSTOMS DUY Customs Duty Customs Duty 26-Jan-08 * 91156
DHC Destination Handling Charges Destination Handling Charges 26-Jan-08 * 91156
FREIGHT Freight Charges Freight Charges 26-Jan-08 * 91156
MISCELLANEOUS Miscellaneous Charges Miscellaneous Charges 26-Jan-08 * 91156
PORT DEMURRAGE Port Demurrage Charges Port Demurrage Charges 26-Jan-08 * 91156
TRANSPORTATION Transportation Charges Transportation Charges 26-Jan-08 * 91156

Define Value Set XXMKM_LND_CST_VALUE_SET

Value Translated Value Description Enabled

0 0 Default Company *
6 6 Wafi Industries *
60 60 Wafi Industrial LLC *
61 61 TRADE CIRCLE TECHNICAL INDUSTRIES *
62 62 TCTI COMPOSITES *
63 63 COMPASS *
64 64 PHOENIX CONCRETE PRODUCTS *
65 65 Redhot *
66 66 WAFI INDUSTRIAL SA *
70 70 Seaquest LLC *
71 71 Seaquest Dubai *
72 72 UK_SEAQUEST YACHTS *
73 73 Snow Factories *
74 74 SF Belgium *
75 75 SF Australia *
 PURCHASING SETUPS Back to Contents

Step 37 Setup Descriptive Flexfields

Navigation: Application Developer -> Flexfields -> Descriptive -> Segments

DFF for Employee Cost Center Mapping

Action : Query for the Application / Flexfield Title or a combination of both.

Application Application Developer

Flexfield Title Common Lookups

Freeze Flexfield Definition Y

Segment Separator Dash (_)

Context Field Required

Prompt Context Value Displayed
Value Set Synchronize with Reference Field Y
Default Value
Reference Field FND_LOOKUP_VALUES.LOOKUP_TYPE

Context Field Values

Code Name Description Enabled
Global Data Elements Global Data Elements Global Data Element context Y
MKM_PO_REQUESTOR_COST_CENTRE MKM_WIND_PNX_REQUESTOR_COST CEMKM_WIND_PNX_REQUESTOR_COST CENTER Y

CONTEXT FIELD VALUES: - MKM_PO_REQUESTOR_COST_CENTRE

Segments Click on 'Segments' Tab

Num Name Window Prompt Column Value Set Displayed Enabled

10 Requestor Requestor ATTRIBUTE1 MKM_PR_REQUESTORS Y Y
20 Cost Center Cost Center ATTRIBUTE2 MKM_COST_CENTRE Y Y

Against each Segment, click on 'Open' Tab

Num Name Window Prompt Column Value Set Displayed Enabled

10 Requestor Requestor ATTRIBUTE1 MKM_PR_REQUESTORS Y Y

Name Requestor
Description
Column ATTRIBUTE1
Number 10
Enabled Y
Displayed Y

Validation
Value Set MKM_PR_REQUESTORS Required Y
Description Security Enabled
Default Type Range
Default Value

Sizes
Display Size 15
Description Size 50
Concatenated Description 25
Size
Prompts
List of values Requestor
Window Requestor

Click on Tab 'Value Set Name'.

Value Set Name MKM_PR_REQUESTORS

Description 0
List type List of Values
Security Type No Security
Format Validation
Format Type Number Uppercase only
Max Size 50 Right-Justify &
Zero-Fill numbers
Precision Min Value
Numbers only Y Max Value

Value Validation
Validation Type Table
Num Name Window Prompt Column Value Set Displayed Enabled
20 Cost Center Cost Center ATTRIBUTE2 MKM_COST_CENTRE Y Y

Name Cost Center

Description Cost Center
Column ATTRIBUTE2
Number 20
Enabled Y
Displayed Y

Validation
Value Set MKM_COST_CENTRE Required Y
Description MKM_COST_CENTRE Security Enabled
Default Type Range
Default Value

Sizes
Display Size 5
 Description Size 50
Concatenated Description 25
Size

Prompts
List of values Cost Center
Window Cost Center

Click on Tab 'Value Set Name'.

Value Set Name MKM_COST_CENTRE

Description MKM_COST_CENTRE
List type List of Values
Security Type No Security
Format Validation
Format Type Char Uppercase only
Right-Justify &
Max Size 5 Zero-Fill numbers
Precision Min Value
Numbers only Max Value

Value Validation
Validation Type Independent

MKM_COST_CENTRE Value Set is derived from the Chart of Accounts structure defined in General Ledger Module
 PURCHASING SETUPS Back to Contents

Step 38 Define Lookups - Employee Cost Center Lookup

Navigation: Purchasing -> Setup -> Purchasing -> Lookup Codes DFF TO BE
UPDATED
Type MKM_PO_REQUESTOR_COST_CENTRE
Meaning MKM_PO_REQUESTOR_COST_CENTRE
Application Purchasing
Description Purchasing Requestor and Cost Center Lookup
Access Level User

Code Lookup Code Meaning Lookup Code Description Tag From To Enabled DFF Account
1 Ajay (00000) Ajay (00000) 20-Apr-08 * Kumar, Mr\. Ajay T.00000
2 Ajay (64101) Ajay (64101) Plant 1 20-Apr-08 * Kumar, Mr\. Ajay T.64101
3 Ajay (64102) Ajay (64102) Plant 2 20-Apr-08 * Kumar, Mr\. Ajay T.64102
4 Ajay (64103) Ajay (64103) Plant 3 20-Apr-08 * Kumar, Mr\. Ajay T.64103
5 Ajay (64199) Ajay (64199) Shared Resource/Default 20-Apr-08 * Kumar, Mr\. Ajay T.64199
6 Ajay (64999) Ajay (64999) Shared Resource 20-Apr-08 * Kumar, Mr\. Ajay T.64999
7 Manikandan (00000) Manikandan (00000) 20-Apr-08 * Manikandan, Mr\..00000
8 Manikandan (64101) Manikandan (64101) Plant 1 20-Apr-08 * Manikandan, Mr\..64101
9 Manikandan (64102) Manikandan (64102) Plant 2 20-Apr-08 * Manikandan, Mr\..64102
10 Manikandan (64103) Manikandan (64103) Plant 3 20-Apr-08 * Manikandan, Mr\..64103
11 Manikandan (64199) Manikandan (64199) Shared Resouce / Default 20-Apr-08 * Manikandan, Mr\..64199
12 Manikandan (64999) Manikandan (64999) Shared Resource 20-Apr-08 * Manikandan, Mr\..64999
13 Shiji (00000) Shiji (00000) 20-Apr-08 * Sebastian, Mr\. Shiji.00000
14 Shiji (61999) Shiji (61999) Shared Resource 20-Apr-08 * Sebastian, Mr\. Shiji.61999
20 Mohamad Iqbal (00000) Mohamad Iqbal (00000) 20-Apr-08 * Khokhar, Mr\. Mohammed Iqbal.00000
25 Mohamad Iqbal (64103) Mohamad Iqbal (64103) Plant 3 20-Apr-08 * Khokhar, Mr\. Mohammed Iqbal.64103
30 Mohamad Iqbal (64199) Mohamad Iqbal (64199) Shared Resource 20-Apr-08 * Khokhar, Mr\. Mohammed Iqbal.64199
35 Nabil (00000) Nabil (00000) 20-Apr-08 * Hobeika, Mr\. Nabil J.00000
40 Nabil (64101) Nabil (64101) Plant 1 20-Apr-08 * Hobeika, Mr\. Nabil J.64101
45 Nabil (64102) Nabil (64102) Plant 2 20-Apr-08 * Hobeika, Mr\. Nabil J.64102
50 Nabil (64199) Nabil (64199) Shared Resource 20-Apr-08 * Hobeika, Mr\. Nabil J.64199
55 Rachad Osman (00000) Rachad Osman (00000) 20-Apr-08 * Osman, Mr\. Rachad.00000
60 Rachad Osman (64101) Rachad Osman (64101) Plant 1 20-Apr-08 * Osman, Mr\. Rachad.64101
65 Rachad Osman (64102) Rachad Osman (64102) Plant 2 20-Apr-08 * Osman, Mr\. Rachad.64102
70 Rachad Osman (64103) Rachad Osman (64103) Plant 3 20-Apr-08 * Osman, Mr\. Rachad.64103
75 Nadim (00000) Nadim (00000) 20-Apr-08 * Hobeika, Mr\. Nadim J.00000
80 Nadim (64101) Nadim (64101) Plant 1 20-Apr-08 * Hobeika, Mr\. Nadim J.64101
85 Nadim (64102) Nadim (64102) Plant 2 20-Apr-08 * Hobeika, Mr\. Nadim J.64102
90 Nadim (64103) Nadim (64103) Plant 3 20-Apr-08 * Hobeika, Mr\. Nadim J.64103
95 Nadim (64199) Nadim (64199) Shared Resource / Default 20-Apr-08 * Hobeika, Mr\. Nadim J.64199
100 Nadim (64999) Nadim (64999) Shared Resource 20-Apr-08 * Hobeika, Mr\. Nadim J.64999
 PURCHASING SETUPS Back to Contents

Step 39 Define DFF - Requisition Headers

Navigation: Purchasing -> Setups -> Flexfields -> Descriptive -> Segments
 PURCHASING SETUPS Back to Contents

Step 40 Define DFF - PO Headers

Navigation: Purchasing -> Setups -> Flexfields -> Descriptive -> Segments
 PURCHASING SETUPS Back to Contents

Step 41 Define DFF - Requisition Lines

Navigation: Purchasing -> Setup -> Flexfields -> Descriptive -> Segments

Reference Field
LINES.DESTINATION_TYPE_DISP

LINES.DESTINATION_TYPE_DISP
 PURCHASING SETUPS Back to Contents

Step 42 Define DFF - PO Lines

Navigation: Purchasing -> Setup -> Flexfields -> Descriptive -> Segments
SELECT MSIB.STOCK_ENABLED_FLAG FROM
mtl_system_items_b MSIB, HR_LOCATIONS HL
WHERE HL.SHIP_TO_LOCATION_ID =
:PO_HEADERS.SHIP_TO_LOCATION_ID AND
MSIB.ORGANIZATION_ID =
HL.INVENTORY_ORGANIZATION_ID AND
MSIB.INVENTORY_ITEM_ID = :PO_LINES.ITEM_ID
 PURCHASING SETUPS Back to Contents

Step 43 Define Document Types

Navigation: Purchasing -> Setup -> Purchasing -> Document Types