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The document outlines 17 sub-processes involved in the purchasing process, including creating purchase requisitions, obtaining supplier quotations, selecting suppliers, creating and approving purchase orders, receiving goods, and administering contracts and blanket agreements. It provides flow charts and descriptions for each sub-process, from initiating a requisition to receiving and inspecting ordered items.
The document outlines 17 sub-processes involved in the purchasing process, including creating purchase requisitions, obtaining supplier quotations, selecting suppliers, creating and approving purchase orders, receiving goods, and administering contracts and blanket agreements. It provides flow charts and descriptions for each sub-process, from initiating a requisition to receiving and inspecting ordered items.
The document outlines 17 sub-processes involved in the purchasing process, including creating purchase requisitions, obtaining supplier quotations, selecting suppliers, creating and approving purchase orders, receiving goods, and administering contracts and blanket agreements. It provides flow charts and descriptions for each sub-process, from initiating a requisition to receiving and inspecting ordered items.
PO Purchase Requisition PO - Purchase Requisition O r a c l e
P u r c h a s i n g Select the type of Requisition Select the item and other details (category, UOM, Quantity and Price etc.) Select the Item Type (Goods, Services etc.) Submit for Approval Start Enter the Destination Type, Organization, Source and Delivery Location Details Save the Requisition Req. amount <= Requestor Approval Limit Approved Yes Follows the Approval Hierarchy (Forward to next level approver as per the hierarchy setup) No
PO Requisition Approval flow PO - Requisition Approval O r a c l e
P u r c h a s i n g Employee(Requestor) Creates the Internal/ Purchase Requisition Submit/Forward for Approvals Enter the Item, Supplier Details etc. Req. amount <= Self- Approval Limit Requisition will be approved Next Level Approver in the Approval Hierarchy Yes No Start If any Vacation Rule Setup Forward the approval notification to Proxy (Temporary) Approvers Approver can reassign, forward or request additional information Yes Approver Checkout (Approver can make changes before approving the Req.) No No
PO Request for Quotations PO Request for Quotations (RFQs) O r a c l e
P u r c h a s i n g Requestor Creates a Requisition Start Requests for the Quotation from Multiple Suppliers (i.e., RFQs) Requestor performs the Supplier Analysis and negotiation with the suppliers and award(select) one of the best suitable Quotation from a supplier Bid Requestors share the Supplier and Awarded Quotation Details with the Buyer Creation of PO Buyer will proceed with the PO Creation Catalog Standard Suppliers Supplier will provide a response(i.e., Quotation)
PO Quotations PO Quotations O r a c l e
P u r c h a s i n g Requestor Creates a Requisition Start Requests for the Quotes from Multiple Suppliers (i.e., RFQs) Requestor performs the Supplier Analysis and negotiation with the suppliers and award(select) one of the best suitable Quotation from a supplier Suppliers will response with a Quotation Requestors share the Supplier and Awarded Quotation Details with the Buyer
PO Supplier Selection PO Supplier Selection O r a c l e
P u r c h a s i n g Requestor Creates a Requisition Start Requests for the Quotes from Multiple Suppliers (i.e., RFQs) Requestor performs the Supplier Analysis and negotiation with the suppliers and award(select) one of the best suitable Quotation from a supplier Suppliers will response with a Quotation Supplier Selection will be completed Requestors share the Supplier and Awarded Quotation Details with the Buyer Creation of PO Buyer will proceed with the PO Creation
PO PO Auto Create PO PO Autocreate O r a c l e
P u r c h a s i n g Requestor Creates the Requisition Requisition will be forwarded to the Buyer Requisition will be approved with proper approvals Create the Supplier against the default supplier or with a different supplier Start Buyer selects the Auto-create Functionality to create the Purchase Order Select the Type of Purchase Order Review the PO PO amount <= Buyers Approval Limit Approved Yes Follows the Approval Hierarchy No Buyer will review the requisition PO will get Created
PO - PO Creation PO Purchase Order Creation O r a c l e
P u r c h a s i n g Select the type of Purchase Order Select the Item Details (Item Type, Quantity, Price etc.) Enter Supplier and Shipping Details Add attachments (if any) Start Create the shipment and Distributions if needed Review the Purchase Order Details Submit/Forward for Approvals PO amount <= Self- Approval Limit Approved Yes Follows the Approval Hierarchy No
PO PO Approvals PO- PO Approvals O r a c l e
P u r c h a s i n g Buyer Creates the Purchase Order Submit/Forward for Approvals Provide the Supplier, Ship To Location and Item Details to place the Order Purchase Order Amount <= Self- Approval Limit Purchase Order will be approved Next Level Approver in the Approval Hierarchy Yes No Start If any Vacation Rule Setup Forward the approval Notification to Proxy (Temporary) Approvers Approver can reassign, forward or request additional information Yes Approver will review the Purchase Order and also can make changes before approving it. No No
PO PO Acknowledgement PO Purchase Order Acknowledgement i P r o c u r e m e n t Start Creating a Purchase Order Select the Item Details (Item Type, Quantity, Price etc.) Enter Supplier and Shipping Details Add attachments (if any) Start Review the Purchase Order Details Submit/Forward for Approvals Buyer Send PO Document to Supplier Supplier Acknowledgement? Notifies the buyer that the supplier has not responded until the acknowledgement is received PO Acknowledged by Supplier <Time out> Notifies the buyer about PO acknowledgement from supplier <Responds with-in the time limit >
PO PO Advanced Shipment Notice (ASN) PO PO Receiving Process O r a c l e
P u r c h a s i n g Create a Purchase order Approve the PO Supplier Sends an ASN (Advanced Shipment Notice) via EDI to the Receiving Organization Start ASN (ANSI X12 856) ASN with Billing Information (ANSI X12 857) ASN Validation? Receipt will be created Receipt wont generated. Need to Debug. Fails Success ASN Validation? Invoice will be created Fails Success Receipt Generation program will be failed. Need to Debug.
PO PO Receiving Process PO PO Receiving Process O r a c l e
P u r c h a s i n g Create a Purchase order Approve the PO Receive the Purchase Order Start Direct Delivery Routing Standard Receipt Inspection Required Step1: Material will be received to a location first Step2: Delivered to Sub-inventory/locator later Step3: Onhand will be updated only after delivery One Step Process. Directly deliver to Sub-inventory/Locator Step1: Goods will be received first Step2: Inspection will be done later Step3: Delivered to Inventory
PO PO Receiving Matching Process O r a c l e
P u r c h a s i n g PO Quantity PO Unit Price Invoice Unit Price Invoice Quantity 2 Way Matching Less than or Equal Less than or Equal 3 Way Matching PO Unit Price Invoice Unit Price PO Quantity Invoice Quantity Receipt Quantity Less than or Equal Less than or Equal Less than or Equal 4 Way Matching PO Unit Price Invoice Unit Price PO Quantity Invoice Quantity Receipt Quantity Less than or Equal Less than or Equal Less than or Equal Accepted Quantity Less than or Equal
PO PO Receipts Correction PO - PO Receipts Correction O r a c l e
P u r c h a s i n g Go to Receiging Select the Receipt Search for the Receipt Start Correct the Receipt (2 Stages) Enter the quantity to be returned and save Enter the quantity for Deliver and save Update the Receive Transaction Update the Inventory
PO PO Receipts Quality Inspection PO - PO Receipts Quality Inspection O r a c l e
P u r c h a s i n g Buyer Creates a Purchase Order Approve the PO Buyers enters a note to receiver when preparing the purchase order to indicate the items that require inspection. Start Receive the Purchase Order Goods will be received first The Receiver can record the Inspection Results. Damaged/Rejected Goods Will be returned to Supplier Accepted Goods Will be Delivered to Inventory Inspection Required (3 Step Process)
PO PO Return to Vendor PO PO Return to Vendor O r a c l e
P u r c h a s i n gBuyer Create a Purchase order Buyers enters a note to receiver when preparing the purchase order to indicate the items that require inspection. Approve the PO Start Receive the PO Inspection Required Inspection Required (3 Step Process) Goods will be received first The Receiver can record the Inspection Results. Damaged/Rejected Goods Will be returned to Supplier
PO PO Contract Administration PO PO Contract Adminisration O r a c l e
P u r c h a s i n g Create a Contract Purchase Agreement against a supplier Enter Payment terms and agreement control details Approve the contract Start Create a standard PO Against the contract
PO PO Blanket Agreement Admin PO PO Blanket Agreement Admin O r a c l e
P u r c h a s i n g Copy the Quotation Enter the Agreed Amount and other details Create Blanket purchase Agreement Start Are you referring any Quotation? Yes No Approve the Blanket Agreement Create Releases against BPA
PO Requisition Workbench PO Requisition Workbench S o u r c i n g P u r c h a s i n g Manage Draft Sourcing Documents (Create RFQ) Requisition Pool Demand Workbench (Professional Buyer Work Centre) Share the RFQ with the Suppliers Receive Responses from the supplier Award negotiation - Standard Purchase Orders - Blanket Purchase Agreements - Contract Purchase Agreements