Oracle Purchasing

 Audience                                                                               Back

Functional Implementer

Technical Consultant

Students


Course Topics

Procure To Pay Lifecycle Overview

Understanding Procure to Pay Lifecycle


Understanding Oracle Procure to Pay Process


Oracle Purchasing Overview

Understanding Purchasing Process

Requisition to Purchase Order

Overview of the Ordering Process

The Receiving Process

Purchasing Integration


Enterprise Structure – Locations, Organizations, and Items

Understanding the Enterprise Structure

Defining Locations

Defining Inventory Organizations

Establishing Inventory Parameters

Creating Units of Measure

Creating a Purchasing Category

Item Attributes Defining and Maintaining Items

Describing and Using Category Sets


Suppliers

Overview of Suppliers

Entering Supplier Information

Defining Supplier Site Information

Managing Suppliers

Running Supplier Reports

Understanding Financial Options

Defining Supplier Profile Options


RFQs and Quotations

Request for Quotation Lifecycle

Creating and Maintaining Requests for Quotation

Creating a Supplier List

Understanding Quotations Lifecycle

Creating and Maintaining Quotations

Sending Notifications

Defining RFQ and Quotations Profile Options


Approved Supplier Lists and Sourcing Rules

Creating Approved Supplier Lists

Understanding Supplier Statuses

Understanding Supplier-Commodity/Item Attributes

Understanding ASL Precedence

Defining Sourcing Profile Options for Approvals


Requisitions

Understanding the Requisition Lifecycle

Notifications

Requisition Structure

Creating and Maintaining Requisitions

Supplier Item Catalog

Creating Requisition Templates

Running Requisition Reports

Defining Requisition Profile Options


Purchase Orders

Understanding Purchase Order Types

Purchase Order Components and Record Structure

Creating Standard Purchase Orders

Creating Contract Purchase Agreements

Revising Purchase Orders

Maintaining Purchase Orders

Identifying Key Reports

Creating Global Agreements


Automatic Document Creation

Understanding AutoCreate

Creating Purchase Documents from Requisitions

Modifying Requisition Lines

Running the Create Releases Program

Understanding the PO Create Documents workflow


Receiving

Receiving Locations

Receipt Routing

Receipt Processing Methods

Receiving Tolerances

Entering Returns and Corrections

Overview of Pay on Receipt

Running Reports

Defining Profile Options


Professional Buyer’s Work Center

Learning Business Benefits of the Buyer’s Work Center

Understanding Requisitions in the Buyer’s Work Center

Creating a Purchase Order in the Buyer's Work Center

Purchase Agreements in the Buyer’s Work Center

Creating a Personalized Requisition View

Understanding Implementation Considerations

Using Document Styles

Creating a Purchase Agreement in the Buyer's Work Center


Document Security, Routing and Approval

Document Security and Access Levels

Document Approval - Jobs and Positions

Creating Position Approval Hierarchies

Defining Document Security Levels

Creating Approval Groups

Defining Document Access Levels

Using Oracle Workflow for Requisitions and Purchase Order Approvals

Running the Fill Employee Hierarchy Process


Purchasing Accounting

Overview of Purchasing Accounting

Closing the PO Period

Using foreign currency

Purchasing Accounting Implementation Considerations

Setup options

Accrual Reconciliation Process


Setup Steps

Setting Up Document Sequences

Setting Up Key Profile Options

Setting Up Descriptive Flexfields

Defining Purchase Order Matching and Tax Tolerances

Defining Approval Groups and Assignments

Defining Purchasing Options

Setting Up Sourcing Rules and Assignments

Performing Additional System Administration