Oracle Purchasing Module ( P.O) :-
Purchasing Module will
capture the complete Purchasing process information where we can find out
different types of roles like
Requesters
Preparer
Buyer
Requester:- Requester is an employee who is going to
request the items.
Preparer:- Preparer is an employee who is going to
prepare documents as per Requester Requirement. Before going to work with P.O
module we need to follow these steps.
1. Item creation in Inventory Module.
2. Supplier creation in P.O module.
3. Buyer setup in P.O module.
When ever create the item we can use these tables
For supplier à PO_VENDORS,
PO_VENDOR_SITES_ALL
PO_VENDOR_CONTACTS
For Buyer à PER_ALL_PEOAB_F_ALLEMP
PO_AGENTS
Select segment1,
description from mtl_sys_items_b where segment1=’computer’
Item Creation:- Navigation steps for Item creation is
as follows
Navigation à Inventory vision operations, USA
Items Master Items |
Select Any Organization
Select
Organization then enter the items and description. Go to Purchasing Tab select
Check box called Purchase, Purchasable. Select Inventory Tab make it items as
Inventory Items, Transact able, Reservable by checking the Checkboxes. Once we
define the item we can assign this item to Multiple Organizations by selecting
Tools à
Organization Assignment. Item value stored in the column called ‘Segment1’.
To view Item details:-
Select
* from HR_OPERATING_UNITS;
Creation Of Suppliers :- We will create Supplier in P.O.Module.
Supplier Base à Suppliers
Once we
create the Supplier then select the Supplier Sites button then enter the
Supplier Site Information. Select Contacts Tab where we can enter Supplier
Contact Details.
To view Supplier details:-
Select vendor_name from po_vendors
where Segment1=5082;
Buyer Setup :-
1. User should be assigned to Employee Name.
2. Employee Name should available in the Buyer
List.
While creating the User in System
Administrator we will assign the Employee Name in Person
(label field) Page. We will go to Purchase Order Vision Operations
Navigation à Purchasing Super
Vision Operations (USA) Setup
Personal Buyer
Here we will query the Employee Name that
Employee become to User. This User can open Purchase Order Forms and can enter
Purchase Order Transactions.
Purchase Order Process :-
Requisition
RFQ (Request For Quotation)
Quotations
Purchase
Order
Receipts
 |
Account
Payables Inventory
Purchasing Process,which starts with
Requisition. Once the Requisition is Approved then RFQ (Request For Quotation)
will be created it will be sending to the different Suppliers. Suppliers will
send the Quotations as per Quote Analysis. One Quotation will be created as
Purchase Order. Once Purchase Order is approved then Supplier will supply the
Goods to the Company. While receiving the goods Company will generate a
document called Receipt. It will be gives to the Supplier as per this Receipt,
Company will make the Payments in A.P (Accounts Payable) module and Inventory
module gets affected with updating quantity.
REQUISITION:- Requisition document will be created when
ever Company requires items. We will have 2 types of Requisitions. They were
1. Internal
2. Purchase
Internal:- We will create this Requisition when ever
Company requires goods from one Organization to another Organization inside of
the Company.
Purchase:- We will create the Purchase Requisition
when ever Company requires goods from outside means from Supplier.
Navigation : Purchasing Vision Operations (USA)
Requisitions
Requisitions
We will create the information in Requisition
at 3 levels. They were
1. Header level
2. Lines level
3. Distributions level
To view Requisition in Header
level
Select * from PO_REQUISITION_HEADERS_ALL
WHERE Segment1=1651;
Output
is = 11438
To view Requisition Lines
Select * from PO_REQUISITION_LINES_ALL
WHERE
REQUISITION_HEADER_ID
= 11438
Output is = 9902, 9901, 9903
To view Requisition in Header
level
Select * from PO_REQUISITION_DISTRIBUTION_ALL
WHERE
REQUESITION_LINE_ID
= 9902
After finishing the Requisition save it then
you can get one ID number. Once we create the Requisition we will send this
Requisition for approval by using the Requisition summary form we can find out
whether Requisition has been approved or not. Enter the Requisition number in
Requisition summary form select find button it will shows the Requisition
details. If we want to cancel the Requisition go to Tools menu Control option.
Here we can select the option called ’Finally Close’ Requisition or ‘Cancel Requisition’.
RFQ (Request For Quotation):- RFQ’s will be created as per Requisition
document. We will have 3 types of RFQ’s. They were
1. Bid
2. Catalog
3. Standard
Bid:- Bid will be used for fixed quantity, location
and date. It will be used for large or expensive peace of equipment.
Catalog:- Catalog will be used for high volume
items. Here we will have price breaks and the price will be going to break at
different quantity levels.
Standard:- Standard RFQ will be used for items here
you will need only once or not very often, we can include price breaks at
different quantity levels.
Note:- For all these 3 RFQ’s we will have 3 types of
quotations . for Bid RFQ we have the Bid Quotation, for Catalog RFQ we have
Catalog Quotation and for Standard RFQ we have Standard Quotation.
Navigation:
RFQ’s and Quotations 
RFQ’s
To view header RFQ
Select * from PO_HEADERS_ALL where
Segment1=306 and type_lookup_code=’RFQ’;
Output
is = 11785
To view lines in a RFQ
Select * from
PO_LINES_ALL where po_header_id = 11785;
Output
is = 12173, 12174, 12175,12176
Select * from
PO_LINE_LOCATIONS_ALL where po_line_id = 12173;
Create the RFQ at
header, lines and Price breaks. We also enter the terms and conditions. They
are
1. Payment Terms:- It
is nothing but Payment Method.
2. Freight Terms:- It is nothing but Transportation
charges.
3. Carrier:- It is
noting but Transportation Company Name.
4. FOB (Foot On Board);- It
is nothing but the Responsibility of Vendor or Buyer.
Once
we prepare the RFQ. We will select Suppliers button to enter the Suppliers
List. Here we can find out how many Suppliers has received RFQ’s and the number
of Responses and number of Quotations received from the Supplier.
QUOTAIONS:- Quotations
will be received from the Suppliers. All these quotation information will be
capture in the Quotation form.
To view the Quotation:-
Select * from PO_HEADERS_ALL where
Segment1=306 and type_lookup_code=’Quotation’;
Purchase Order:- when ever we are creating the Purchase
Order we will enter information at 4 levels.
1.
Headers
2.
Lines
3.
Shipments
4.
Distributions
One Header can
have at least 1 line or multiple levels of lines. One line can have at least 1
shipment or, multiple levels of shipments. One shipment can have at least 1
distribution or multiple levels of distribution.
To view Purchase Order
at header level
Select * from PO_HEADERS_ALL WHERE
Segment1=3439;
Output
is = 11805
To view Line level
Select * from PO_LINES_ALL WHERE
po_header_id = 11805;
Output
is = 12193, 12194
Select *
from PO_LINES_LOCATIONS_ALL WHERE po_line_id = 12194;
Output
is = 14373, 14374, 14375
To view at
Distributions
Select *
from PO_DISTRIBUTIONS_ALL WHERE line_location_id = 14374;
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