Oracle Purchasing

R12 Financials Functional Foundation

Copyright 2007, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to do the following: Discuss purchasing activity from requisition to receipt of goods Identify the major tables used in purchasing and receiving:
Suppliers Purchase Requisition Purchase Orders Receipts

Discuss the open interfaces and application program interfaces for purchasing
1-2 Copyright 2007, Oracle. All rights reserved.

Agenda

Overview of Purchasing activity from requisition to receipt of goods Major tables used in Purchasing and Receiving:
Suppliers Purchase Requisition Purchase Orders Receipts

Open interfaces and application program interfaces

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Purchasing Integration

Oracle Payables Oracle General Ledger Oracle Human Resources Oracle Assets Oracle Cost Management Oracle Purchasing

Oracle Cash Management Oracle Project Accounting Oracle CBC Oracle Alert Oracle Workflow

Purchasing Integration
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Purchasing Process

AutoCreate Create requisition Purchasing document

Approve requisition

Receive goods

Send to supplier

Approve document

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Professional Buyers Work Center

The Buyers Work Center is a web-based workbench from which buyers can perform many of their daily tasks: View and act upon requisition demand Create and manage purchase orders Create and manage purchase agreements Run negotiation events including auctions and RFxs Manage supplier information Manage contract deliverables

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Unified Procurement Catalog Access

Single catalog shared by the entire Oracle Procurement suite: iProcurement-like search capabilities for purchasing users Add catalog items to purchase order and agreement lines Replace non-catalog requests with lines from the catalog
Supplier Direct access to supplier catalogs

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Purchase Requisitions

Edit and review requisitions online. Review status and action history of your requisitions. Automatically source requisitions from open purchase agreements and quotations. Utilize requisition templates for items you purchase frequently. Create internally and externally fulfilled requisitions. Distribute expenses across multiple cost centers.

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Purchase Requisition Process

Demand

Inventory

WIP

ASCP/MRP

Order Mgmt

Import / Reschedule Requisitions

Internal Sales Order Order Entry

Supplier Manually Requisition

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Approval Requisition Pool

Purchase Requisitions Information Flow

Oracle MRP Requirements Suppliers Oracle Inventory Subinventory Replenishment Oracle WIP Outside Processing Oracle Order Management Drop Shipments Purchase Orders

Purchase Requisition Process

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Purchase Order Process

Requisition Pool

AutoCreate Approve PO

Manually Create

Accept Receive against PO

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Revise

Control Match Invoices against PO

Maintain Documents

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Purchase Order Types

Standard Purchase Order Header Line Shipment Distribution Planned Purchase Order Header Line Shipment Distribution Blanket Release Shipment Scheduled Release
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Blanket Agreement Header Line

Contract Agreement Header

Standard PO Header Line Shipment Distribution

Distribution

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Purchase Order Communication

Options available for delivery of Oracle Purchasing documents to the supplier: Print and deliver Fax (Facsimile) E-Mail (Electronic Mail) EDI (Electronic Data Interchange) XML (eXtensible Markup Language)

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Receiving Process

Shipment of goods

Inventory

Shop Floor Deliver Receipt

Inspection

Expense

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Receiving

Through Oracle Purchasing, you can control the items you order through receiving, inspection, transfer, and internal delivery and the quantity, quality, and internal delivery of the items you receive. Oracle Purchasing supports the following methods of receiving: Standard receipt Direct receipt Inspection required

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Agenda

Overview of Purchasing activity from requisition to receipt of goods Major tables used in Purchasing and Receiving:
Suppliers Purchase Requisition Purchase Orders Receipts

Open interfaces and application program interfaces

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Suppliers Window

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Supplier Tables

AP_SUPPLIERS

HR_EMPLOYEES

AP_SUPPLIER_SITES_ALL

AP_SUPPLIER_CONTACTS

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AP_SUPPLIERS

This table stores information about your suppliers. You need one row for each supplier you define. Each row includes the supplier name as well as purchasing, receiving, payment, accounting, tax, classification, and general information. Oracle Purchasing uses this information to determine active suppliers.

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AP_SUPPLIER_SITES_ALL

This table stores information about supplier sites. Each row includes the site address, supplier reference, purchasing, payment, bank, and general information. Oracle Purchasing uses this information to store supplier address information.

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AP_SUPPLIER_CONTACTS

This table stores information about supplier site contacts.

Each row includes the contact name and site.

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HR_Employees

A view that contains information about employees.

Related to Supplier Table You must have a row for each requestor, requisition preparer, approver, buyer, or receiver who uses Oracle Purchasing.

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Agenda

Overview of Purchasing activity from requisition to receipt of goods Major tables used in Purchasing and Receiving:
Suppliers Purchase Requisition Purchase Orders Receipts

Open interfaces and application program interfaces

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Copyright 2007, Oracle. All rights reserved.

Requisitions Window

With on-line requisitions, you can centralize your purchasing department, source your requisitions with the best suppliers, and ensure that you obtain the appropriate management approval before creating purchase orders from requisitions.
Requisitions (Vision Operations)

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Requisitions Tables

PO_REQUISITION_HEADERS_ALL

HR_EMPLOYEES

PO_REQUISITION_LINES_ALL

MTL_SYSTEM_ITEMS_B

PO_REQ_DISTRIBUTIONS_ALL

GL_CODE_COMBINATIONS

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PO_REQUISITION_HEADERS_ALL

Stores information about requisition headers. You need one header row for each requisition that you create. Each row contains the requisition number, preparer status, and description.
I need..!

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PO_REQUISITION_LINES_ALL

This table stores information about requisition lines. Each row contains the line number, item number, item category, item description, need-by date, deliver-to location, item quantities, units, prices, requestor, notes, and suggested supplier information for the requisition line.

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PO_REQ_DISTRIBUTIONS_ALL

The accounting distributions associated with each requisition line. Each requisition line must have at least one accounting distribution. Each row includes the Accounting Flexfield ID and requisition line quantity.

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Related Tables

HR_EMPLOYEES: View that contains information about employees. You must have a row for each requestor, requisition preparer, approver, buyer, or receiver who uses Oracle Purchasing. MTL_SYSTEM_ITEMS_B: The definition table for items. This table holds the definitions for inventory items, engineering items, and purchasing items. GL_CODE_COMBINATIONS: This table stores valid Accounting Flexfield segment value combinations for each accounting flexfield structure within your general ledger application.

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Agenda

Overview of Purchasing activity from requisition to receipt of goods Major tables used in Purchasing and Receiving:
Suppliers Purchase Requisition Purchase Orders Receipts

Open interfaces and application program interfaces

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Purchase Orders Window

Use the Purchase Orders window to enter standard and planned purchase orders as well as blanket and contract purchase agreements.

Purchase Orders (Vision Operations)

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Purchasing Documents

PO_HEADERS_ALL

PO_LINES_ALL

PO_ RELEASES_ALL

PO_LINE_LOCATIONS_ALL

PO_DISTRIBUTIONS_ALL

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PO_HEADERS_ALL

Header information for your purchasing documents. Each document must have one header. Each row contains buyer information, supplier information, notes, foreign currency information, terms and conditions information, and the document status.

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PO_LINES_ALL

Information about each purchase order line. You need one row for each line you attach to a document. Each row includes the line number, item number and category unit, price, tax information, and quantity ordered for the line. Oracle Purchasing uses this information to record and update item and price information.

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PO_LINE_LOCATIONS_ALL

This table contains information about purchase order shipment schedules and blanket agreement price breaks. You must have one row for each schedule or price break you attach to a document line. Each row contains the location, quantity, and dates for each shipment schedule. Oracle Purchasing uses this information to record delivery schedule information for purchase orders and price break information for blanket purchase orders, quotations, and RFQs.

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PO_DISTRIBUTIONS_ALL

Stores accounting information for a purchase order shipment line. Oracle Purchasing uses this information to record accounting and requisition information for purchase orders and releases. The accounting can be created by the account generator based on inventory items or manually entered for expense items.
1 - 36 Copyright 2007, Oracle. All rights reserved.

PO_RELEASES_ALL

This table contains information about blanket and planned purchase order releases. You need one row for each release you issue for a blanket or planned purchase order. Each row includes the buyer, date, release status, and release number. Each release must have at least one purchase order shipment (PO_LINE_LOCATIONS_ALL).

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Agenda

Overview of Purchasing activity from requisition to receipt of goods Major tables used in Purchasing and Receiving:
Suppliers Purchase Requisition Purchase Orders Receipts

Open interfaces and application program interfaces

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Receiving Transactions

You can receive goods into a receiving location or to their final destination.

Receipts (M1)

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Purchasing Receipts
RCV_SHIPMENT_ HEADERS

PO_LINE_ LOCATIONS_ALL

RCV_SHIPMENT_ LINES

MTL_SYSTEM_ ITEMS_B

PO_ DISTRIBUTIONS_ALL

RCV_ TRANSACTIONS

MTL_MATERIAL_ TRANSACTIONS

RCV_SUPPLY

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RCV_SHIPMENT_HEADERS

This table stores common information about the source of your receipts or expected receipts. There is one header per receipt. You group your receipts by the source type and the source of the receipt. Oracle Purchasing does not allow you to group receipts from different sources under one receipt header.

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RCV_SHIPMENT_LINES

This table stores Information about items that have been shipped or received from a specific receipt source. It also stores information about the default destination for in-transit shipments.

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RCV_TRANSACTIONS

This table stores historical information about receiving transactions you have performed. Once a row is inserted into this table, it will never be updated. When you correct a transaction, the net transaction quantity is maintained in RCV_SUPPLY. The original transaction quantity is not updated. You can delete rows from this table using the purge feature of Oracle Purchasing.

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RCV_SUPPLY

This table stores information about on-hand quantities in receiving and inspection. Oracle Purchasing uses the table to track item, quantity, location and source information for each receiving transaction.

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Tables Used in Purchasing

The following tables are referenced by Oracle Purchasing for currency conversions, period opening and closing, and Reporting Currencies transactions: GL_PERIOD_STATUSES GL_DAILY_RATES

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Agenda

Overview of Purchasing activity from requisition to receipt of goods Major tables used in Purchasing and Receiving:
Suppliers Purchase Requisition Purchase Orders Receipts

Open interfaces and application program interfaces

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Copyright 2007, Oracle. All rights reserved.

Requisitions Open Interface

Inventory

WIP

ASCP/MRP

Other Systems

Demand

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Purchasing Documents Open Interface

Import and update price/sales catalog information Request for Quotation responses Standard Purchase Orders Blanket Purchase Agreements Catalog Quotations

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Receiving Open Interface

Receipt information from other Oracle Applications or your existing non-Oracle systems. Bar-coded and other receiving information from scanners and radio frequency devices. Advance Shipment Notices (ASNs) sent from suppliers.

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Purchasing Open Interface Tables

Interface Name Requisitions Purchasing Documents Receiving

Data Flow Direction Inbound Inbound Inbound

Table, View, or Process Table Table Table

Table, View, or Module name

PO_REQUISITIONS_INTERFACE_ALL PO_REQ_DIST_INTERFACE_ALL PO_HEADERS_INTERFACE PO_LINES_INTERFACE RCV_HEADERS_INTERFACE RCV_TRANSACTIONS_INTERFACE

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Purchasing Application Programming Interfaces (APIs)

 Purchasing Order Change API  Cancel Purchase Order API  Custom Pricing API

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Summary

In this lesson, you should have learned the following: Discuss purchasing activity from requisition to receipt of goods Identify the major tables used in purchasing and receiving:
Suppliers Purchase Requisition Purchase Orders Receipts

Discuss the open interfaces and application program interfaces for purchasing

1 - 52

Copyright 2007, Oracle. All rights reserved.