BR.

100 APPLICATION SETUP

Purchasing

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Version: 1.0
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 Contents

Document Control..............................................................................................ii

PO: Define Purchasing Options.........................................................................4

PO: Define Receiving Options...........................................................................6

PO: Define Financial Options.............................................................................8

PO: Define Segments for Job..........................................................................10

PO: Define Value Sets for Job.........................................................................11

PO: Define Segment Values for Job.................................................................12

PO: Define Segments for Position....................................................................13

PO: Define Value Sets for Position...................................................................14

PO: Define Segment Values for Position...........................................................15

PO: Define Employees....................................................................................16

PO: Position Hierarchy....................................................................................17

PO: Define Segments for Item Categories........................................................18

PO: Define Value Sets for Item Category..........................................................19

PO: Define Segment Values for Item Categories...............................................20

PO: Define Purchasing Categories...................................................................21

PO: Define Purchasing Category Set................................................................22

PO: Define Approval Group.............................................................................23

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 PO: Assign Approval Group.............................................................................24

PO: Define Buyers.........................................................................................25

PO: Define Document Types...........................................................................26

PO: Define Line Types....................................................................................27

Open and Closed Issues for this Deliverable......................................................28

Open Issues.............................................................................................28
Closed Issues...........................................................................................28

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PO: Define Purchasing Options
Navigation SetupOrganizationsPurchasing Options
Description Use this form to define Purchasing Options. Purchasing Options are default values and controls for functions throughout
Purchasing.

Receipt Accounting
Organization Accrue Expense Accrue Expense AP Accrual Account
Items Inventory Items

Control
Organization Enforce Full Receipt Cancel PO Output
Lot Quantity Close Point Requisitions format

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 Default
Organization Price Break Line Match Approval
Type Type Level

PO Numbering
Organization Entry Type Next Number

Tax Defaults Hierarchy

Organization Supplier Supplier Financial
Site Options

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PO: Define Receiving Options
Navigation SetupOrganizationsReceiving Options
Description Use this form to define Receiving Options. Purchasing provides functionality to set up flexible purchasing and receiving
controls, control options, and profile options.

Receipt Date Over Receipt Control

Organization Days Early Days Late Action Tolerance % Action

Miscellaneous
Organization Allow Allow Allow Allow Allow Receipt Routing Enforce ASN
Substitute Unordered Express Cascaded Blind Ship-To Control
Receipts Receipts Transactions Transactions Receiving Action

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 Receipt Number Options
Organization Action Type Next Receipt Receiving Inventory And Clearing a/c
Number

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PO: Define Financial Options
Navigation SetupOrganizationsFinancial Options
Description Use this form to define financial options. Values entered in this form are shared by Oracle Payables, Oracle Purchasing,
and Oracle Assets

Accounting (XXX.0000.0000.XXXXXXXX.0000.000000.000.000.000)
Organization Company Liability a/c Prepayment a/c Discount Taken PO Rate PO Rate
Value a/c Variance-Gain a/c Variance-Loss a/c

Supplier-Entry
Organization Invoice Match Supplier Supplier Number-
Option Number-Entry Type

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 Supplier-Payables
Organization Payment Terms Payment
Method

Supplier-Purchasing
Organization Ship-To Location Bill-To Location Inventory Organization

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PO: Define Segments for Job
Navigation System AdministrationApplicationFlexfieldKeySegments
Description Use this form to define the structure for the Job Flexfield.

Key Flexfield Segments

Application Flexfield Freeze Flexfield Enabled Segment Cross-Validate Freeze Rollup Allow Dynamic
Title Definition Separator Segments Groups Inserts

Structures
Code Title Description View Name

Segment Summary
Number Name Window Column Value set
Prompt

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PO: Define Value Sets for Job
Navigation System Administration>Application>Validation>Set
Description Use this form to set up a Value Set for each segment of the Job Flexfield

General Format Validation Value Validation

Value Set Description List Type Security Format Type Maximum size Validation Type
Name Type

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PO: Define Segment Values for Job
Navigation System AdministrationApplicationFlexfieldKeyValues
Description Use this form to define valid Values for the key job Flexfield segment

Note: Please refer the attached File

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PO: Define Segments for Position
Navigation System AdministrationApplicationFlexfieldKeySegments
Description Use this form to define the structure for the Position Flexfield.

Key Flexfield Segments

Application Flexfield Title Freeze Flexfield Enabled Segment Cross-Validate Freeze Rollup Allow Dynamic
Definition Separator Segments Groups Inserts

Structures
Code Title Description View Name

Segment Summary
Number Name Window Column Value set
Prompt

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PO: Define Value Sets for Position
Navigation System Administration>Application>Validation>Set
Description Use this form to set up a Value Set for each segment of the Position Flexfield

General Format Validation Value Validation

Value Set Name Description List Type Security Format Maximum Validation Type
Type Type size

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PO: Define Segment Values for Position
Navigation System AdministrationApplicationFlexfieldKeyValues
Description Use this form to define valid Values for the key Position Flexfield segment

Note: Please refer the attached File

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PO: Define Employees
Navigation PurchasingSetupPersonnelEmployees
Description Use this form to enter employee information.

Note: Please refer the attached File

Organization Employee Master

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PO: Position Hierarchy
Navigation PurchasingSetupPersonnelPosition Hierarchy
Description Use this form to set up the PO position hierarchy for Approval process

Note: Please refer the attached File

Organization Position Hierarchy

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PO: Define Segments for Item Categories
Navigation System AdministrationApplicationFlexfieldKeySegments
Description Use this form to define the structure for the Item Category Flexfield.

Key Flexfield Segments

Application Flexfield Title Freeze Flexfield Enabled Segment Cross-Validate Freeze Rollup Allow Dynamic
Definition Separator Segments Groups Inserts

Structures
Code Title Description View Name

Segment Summary
Number Name Window Prompt Column Value set

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PO: Define Value Sets for Item Category
Navigation System Administration>Application>Validation>Set
Description Use this form to set up a Value Set for each segment of the Item Category Flexfield

General Format Validation Value Validation

Value Set Name Description List Type Security Type Format Maximum Validation Type
Type size

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PO: Define Segment Values for Item Categories
Navigation System AdministrationApplicationFlexfieldKeyValues
Description Use this form to define valid Values for the key Item Category Flexfield segment

Note: Please refer the attached File

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PO: Define Purchasing Categories
Navigation PurchasingSetupItemsCategoriesCategory Codes
Description Use this form to define categories that will be used to group items. The Purchasing Category will be using the same value
sets defined for the ITEM CATEGORY Flexfield

Note: Please refer the attached File

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PO: Define Purchasing Category Set
Navigation PurchasingSetupItemsCategoriesCategory Sets
Description Use this form to define your Category Sets.

Category Sets
Name Description Flex Structure Controlled Default Allow Multiple Enforce List Of Category
At Category Item Category Valid Category
Set Assignments

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PO: Define Approval Group
Navigation PurchasingSetupApprovalsApproval Groups
Description Use the Approval Groups window to define and update approval groups which can be attached to the

Note: Please refer the attached File

Organization Approval Group

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PO: Assign Approval Group
Navigation PurchasingSetupApprovalsApproval Assignments
Description Use the Approval Assignments window to assign approval groups and approval functions to positions

Note: Please refer the attached File

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PO: Define Buyers
Navigation PurchasingSetupPersonalBuyers
Description Use the Buyers window to define and maintain buyers. Employees can raise PO only if they are defined as buyers.

Note: Please refer the attached File

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PO: Define Document Types
Navigation PurchasingSetup Purchasing>Document Types
Description Use this form to define and change Document Types used in purchasing

Document Type: Standard Purchase Order

Security Level Access Level Forward Method Archive On Default Approval Workflow Document Type
Hierarchy Workflow Startup Layout
Process

Attributes
Owner Can Approve Approver Can Modify Can Change Forward-TO Can Change Forward- from Can Change Approval
Hierarchy

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PO: Define Line Types
Navigation PurchasingSetup Purchasing>Line Types
Description Use this form to define and change Line Types used in purchase orders

Name Description Value Basis Purchase Category UOM Price

Basis

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Open and Closed Issues for this Deliverable

Open Issues

ID Issue Resolution Responsibility Target Date Impact Date

Closed Issues

ID Issue Resolution Responsibility Target Date Impact Date

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