What is Self Service Procurement

What is a Surrogate Quote

Explain Release Rules, Release Sequence Rules, Pick Slip Grouping Rule, Ship Confirm Rule
List out Invoice Holds
What is a Credit Check
Journal Entry
Cost Center
How to Adjust Price list
What is Subledger accounting
What is ASCP Advance Supply chain Planning
Ware House Management System
What is a Legacy System
Difference between 11i and R12
Difference between Closure Status and Approval Status
What is Oracle Projects Module?
What are Partial Receipts
Contract Status Report
Purchase Order and Releases Detail Report
What are RICEW components
Can we apply tax and discount to Purchase Order?
When PO Header status changes to Closed
Vacation Rule
PO receiving is possible if PO is in Closed/Closed for Invoicing/Finally Closed statuses?
Diff btw local catalog and Punchout Catalog
Diff btw Smart forms and Info template
What is Content Zone
In how many ways we can Communicate PO to Supplier
What is Credit memo and debit memo
What is Receipt without Remittance
What is Cost Of Goods Sold(COGS) Account
What is Encumbrance in ORacle
What are Payment Terms and Inco terms
What is an Expense Item
What is Amount Agreed in a BPA
What is locator Control
Types Requisitions
Types of RFQs
Types of Quotations
Ways to create Purchase Orders
Types of Purchase Orders – Standard Purchase Order, Blanket Purchased order, Contract Purchase
Order and Planned Purchase Order
Types of Receipts
What is In transit Inventory
What are Costing Methods and Cost Elements and Cost Groups
Price list, Modifiers and Qualifiers
Ship Confirm Documents
Difference between 11i and r12
Different Order Types and Transaction Types
Difference between Internal Ordered and Internal Orders Enabled
Difference between In transit and Direct Transfer type
What is FOB
What is Accounting Method
Difference between General Ledger and Subledger and Primary Ledger
Can we apply tax or discount to Purchase Order
Diff between delegate and reassign
Types of change orders
What are PO header statuses and line statuses
What are Prepayments
Difference between Receipt Tolerance and Receipt Close Tolerance
What are different accounting entries explain in detail
Why Workday calendar is required?
What is a Expense Item
Explain different Exchange rate types
MO Operating Unit Profile Options
What is Min-Max Planning method, Kan ban?
What is planning in Oracle. Different Planning methods
Invoice Matching options
Receipt Routing
How to Bypass an Approver in a hierarchy
What is an Oracle Journal
Why Accounting Calendar is required
Why are adjusting periods required?
What are Processing Constraints
Difference between Inventory Item and Stockable flag
Difference between Customer ordered and Customer Orders Enabled?
What is Receipt tolerance
What is Count in Oracle?
what is a Transit Inventory in Oracle?
Define a Trip Stop
What are Pick Slip Report and the Shipping Exceptions Report – after Launch Pick release?
From where the Ship to location is defaulted in Sales Order in Oracle?
What is an accrual account
What is Clearance account
What are Collections in Oracle and why they are used?
Difference between Inventory Item and Expense Item
Explain Exchange rate types in detail?
List out the Month end activities to be performed in Oracle
What is ASN
Difference between back-to-back order and a Drop ship Order
How to enable Approve button for an approver
Different approval processes
Configurations in punchout
BPA and CPA how it works
Configurations of Purchasing module alone
From where the Charge account is defaulted in PR
What are smart forms why are they used?
What is lead time in Oracle?
What is price range
Difference between Warehouse and Inventory organization
What is an Oracle project is
What is chart of accounts
What is a subledger
Difference between Primary ledger and Secondary ledger
What is accounting convention
What is a Processing constraint
What is Trip stop
What is a Pricing rule
What are workflows
what is Outstanding invoice
Item Attributes explain in detail
Explain Currency conversion types in detail
What is Oracle Costing.
what is and ATO Item
What are Fixed Assets
Customer creation.
Major Differences between Oracle Fusion and EBS
What is Standard O2C cycle
Significance of B2B order and difference between B2B and Drop ship
what is Bill of lading and the documents triggered after Ship confirm
Difference between Shipping Invoice and AR invoice
difference btw Warehouse and Inventory
How Bill to and Ship to are defaulted in Sales Order Page after entering Customer.
What are all the Dates are available in Sales Order Header page – Order date, Request date…
difference between asset and expense
EAM
What is Back order

Inventory
Creating User
Creating and assigning user responsibilities
Types of Calendars and defining a workday calendar
Cost Elements
Cost Methods
Defining Locations
Defining Multi-org structure
Defining Item Types
Defining Template Types
Custom Templates
Transaction Types in Inventory
Sources for Inventory
Inventory Controls
Replenishment methods
Inventory flex fields
Item Categories
Item Catalogs
Counting Methods
Key Attributes
Unit of Measure (UOM)
Order Management
 Creating and attaching Order Management Responsibility to users
OM Profile Options
Shipping Parameters
Release Sequence Rule
Pick Slip Grouping Rule
Release Rule
Document Set for Pick Release
Document Set for Ship Confirm
Define Default Stage Sub Inventory
Creating and attaching AR Responsibility to user
AR Profile Options
AR System Options
Transaction Types for OM
Line
Header
Assigning Line to the Header
Define Document Sequence
Define Document Category
Assign Document Sequence to Category and Transaction Type
Define and assign Grants, Roles to users
Define Customer
Define Profile Class for Customer
OM-System Parameters
Defaulting Rules
Processing Constraints
Define Pricing Responsibility
Set Profile Options for Pricing Responsibility
Set QP Item Validation Profile Option
Define Primary Price List
Define Secondary Price List and assign to Primary Price List
Run ‘Replicate seed data report.
Define Salesperson
Define Shipping Method/Define Carrier
Payment Terms
Credit Holds
Qualifiers and Modifiers
Sales Order Types
Standard Sales Order
Bill Only & Ship Only
RMA Sales Order
Drop Ship Sales Order
Back to Back Sales Order
Sales Agreement
IR ISO Sales Oder
Purchasing
Define and assigning Purchasing Responsibility to user

Set Profile Options for Purchasing Responsibility

Define Financial Options

 Define Purchasing Options

Define Receiving Options

Define Job/Position Hierarchy

Types Requisitions

Types of RFQs

Types of Quotations

Ways to create Purchase Orders

Types of Purchase Orders

Types of Receipts

Returns & Corrections

Accounting Impact

Approved Suppliers

Sourcing Rule

Matching Options

Implementation:
Purchasing Basic setups

● Data templates: Operating Unit Template, Location Template, GLCoA Template, Supplier
Template, Catalog Template, Employee Hierarchy Template, User template.
● XXXX Purchasing Super User resp, XXX General Ledger Super User resp.
● Define Currency: General Ledger Super User 🡪 Setup 🡪 Currency 🡪 Define
● Exchange rate Types (Corporate/Spot): General Ledger Super User 🡪 Setup 🡪 Currency 🡪
Rates 🡪 Types
● Exchange Rates: General Ledger Super User 🡪 Setup 🡪 Currency 🡪 Rates 🡪 Daily
● Period Types (Monthly/Quarterly/Yearly): General Ledger Super User 🡪 Setup 🡪 Financials
🡪 Calendar 🡪 Types
● Accounting Calendar: General Ledger Super User 🡪 Setup 🡪 Financials 🡪 Accounting
Calendar
● Chart Of Accounts:
Value Set: General Ledger Super User 🡪 Setup 🡪 Flex fields 🡪 Validation 🡪 Sets
Key Flex field Segments: General Ledger Super User 🡪 Setup 🡪 Flex fields 🡪 Keys 🡪
Segments.
COA values: General Ledger Super User 🡪 Setup 🡪 Flex fields 🡪 Keys 🡪 Values.
Cost Centre, Global Account, Company Specific code
● Address Style: General Ledger Super User 🡪 Setup 🡪 Flex fields 🡪 Descriptive 🡪 Segments.
● Locations: Purchasing Super User 🡪 Setup 🡪 Organization 🡪 Locations
● Legal entity: General Ledger Super User 🡪 Setup 🡪 Financials 🡪 Accounting Setup Manager
🡪 Accounting Setup 🡪 Legal entity tab
● Define Accounting Setup: General Ledger Super User 🡪 Setup 🡪 Financials 🡪 Accounting
Setup Manager 🡪 Accounting Setup
● Legal Entity Balancing Segment mapping
● Reporting Currencies, Balancing Segment Value assignment, Sub ledger accounting,
Operating Unit
● Define Operating Unit: Purchasing Super User 🡪 Setup 🡪 Organizations 🡪 Organization
● Run Program Replicate Seed Data – need to run for each OU created in system
● Define Inventory Organization: Purchasing Super User 🡪 Setup 🡪 Organizations 🡪
Organization
● Map Inventory Org to Location
● Organization Access to Inventory responsibility: Inventory 🡪 Setup 🡪 Organization
● Define HRMS Security Profile: Global HRMS Manager 🡪 Security 🡪 Profile
HRMS, MO Security Profile, HR Security Profile, Country Specific MO Security Profile,
Active OU Security Profile
● Security List Maintenance Program
● Assign resp level profile options for Purchasing Super User and General Ledger Super User
● Punchout Setup:
● PO XML Setup: XML Gateway 🡪 Define trading partner
● Finance Interface Setup: Platform Toolkit Support 🡪 Setup 🡪 Custom Lookups
● Define Receiving Options: Purchasing Super User 🡪 Setup 🡪 Organizations🡪 Receiving
Options
● Define Purchasing Options: Purchasing Super User 🡪 Setup 🡪 Organizations🡪 Purchasing
Options
● Define Financial Options: Purchasing Super User 🡪 Setup 🡪 Organizations🡪 Financial
Options
● Define Document Types: Purchasing Super User 🡪 Setup 🡪 Purchasing 🡪 Document
Types: Purchase Order Standard (Access Levels, Security level, Owner can Approve,
Approver can modify, Forward to, Purchase Order template), Requisition Internal, Requisition
External, Requisition Purchase.
● Change the query for Requisition Header DFF
● DFF for Approval groups: Purchasing Super User 🡪 Setup 🡪Flexi Fields 🡪 Descriptive 🡪
Segments.
● Define Security Rules: Purchasing Super User 🡪 Setup 🡪 Financials 🡪 Flexi Fields 🡪 Keys 🡪
Security 🡪 Define: Global Account, Cost Center
● Cross Validation Rules:
● iProcurement Catalog Administrator responsibility: Create Smart forms, Add Smart Forms,
Define Information template, Attach Information Template, Create Base Descriptor.
● Setup Tolerance🡪 Requestor Change Order (Need by Date CN/TW shouldn’t 99/99/999), Req
line qty max decrement is Zero, Unit Price max decrement Zero
● Setup Tolerance – Agreement, from Supplier (Always), from Catalog Administrator(Always)
Purchasing Super User 🡪 Setup 🡪 Tolerances and routing 🡪 Acceptance of Agreement
Changes.
● Add RFQ Template 🡪 Whenever new countries added in MRO system BPS user needs to
create RFQ template. Navigation: Sourcing Buyer 🡪 Sourcing 🡪 Sourcing Home Page
● Define Payment Terms: Purchasing Super User 🡪 Setup 🡪 Financials 🡪 Payment terms
● Define Incoterms: Purchasing Super User🡪 Setup 🡪 Purchasing and Lookup Codes
● Define PO Category: One time setup, Purchasing Super User 🡪 Setup 🡪 Flex fields 🡪 Keys
🡪 Segments. Dependency: Inventory Setup/Application: Inventory/Flex field Title: Item
Category/ Code: PO Item Category
● Define Category Codes: Add new UNSPC Codes,
Purchasing Super User 🡪 Setup 🡪 Items 🡪 Categories 🡪Category Codes
● Category Sets: Purchasing Super User 🡪 Setup 🡪 Items 🡪 Categories 🡪Category Sets
● Define Shopping Category: iProcurement Catalog Administrator 🡪 Schema 🡪 Item
Category 🡪 Create Category
● Define Hierarchy for Shopping Category: Create Child Categories under Parent Shopping
Categories. iProcurement Catalog Administrator 🡪 Schema 🡪 Category hierarchy
● Define UOM Classes: Inventory 🡪 Setup 🡪 UOM 🡪 Classes : Codes/Classes/Types
● Open Purchasing Periods
● Open GL Periods
● Open Inventory periods
● Define Job Groups: Global HRMS Manager 🡪 Work Structure 🡪 Job 🡪 Job Group
● Define Jobs: Purchasing Super User 🡪 Setup 🡪 Personnel 🡪 Job
● Define Position: Position Hierarchy : Purchasing Super User 🡪 Setup 🡪 Personnel 🡪 Position
Hierarchy.
● Define Employee via Upload program: Platform Toolkit Support 🡪 Run Upload Interface 🡪
Upload Datafile, Submit Employees Import
● Run Fill Emp Hierarchy
● Define Buyers, CRU users, MROC Users
● Setup recipients of notification related to Supplier Profile Management. Required to notify the
user for the approval required in case of change in Supplier Profile. Purchasing Super User
🡪 setup 🡪 Profile Management Configuration. Setup Notification Subscription
● GL Budgeting Setup and Budget Data upload. General Leger Super User 🡪 Journal 🡪 Enter
● Schedule Create Accounting Receiving Program.
● Automatic Posting program
● Create iSupplier email template. Platform Toolkit Support 🡪 Setups 🡪 Interface Setups
● Create Supplier, Extend Supplier by creating Supplier site for new OUs
● Create Catalog via upload program and Extend BPA
● Create iSupplier User and provide access to iSupplier User. XXXX Purchasing Super User 🡪
Supply Base 🡪 Suppliers
● Change Acceptance Required flag in Purchasing Options. Purchasing Super User🡪 Setup 🡪
Financials 🡪 Accounting and Control Purchasing Periods