Oracle R12 Purchasing (PO) — A 2-Day Course

 Open Public Course Closed In-House Course

Synopsis

This course is designed to give delegates the skills to process transactions, make enquiries and run reports in both Purchasing and iProcurement and in addition provide an overview of the key elements of set-up and how they affect the system's operation.

By the end of this course delegates will be able to use Oracle Purchasing and iProcurement to manage the procurement process. They will also know how to manage suppliers, locations and items; how to create quotations, requisitions, purchase orders and how to receive items.

Objectives

The delegate will practise:

• Managing Suppliers
• Defining and Creating Items
• Creating RFQs and Quotations
• Approved Supplier Lists and Sourcing Rules
• Processing Purchase Order Requisitions
• Processing Purchase Orders
• Processing Purchase Order Receipts
• Approving/Rejecting Requisitions
• Forwarding to the Workflow Process
• Raising iProcurement Requisitions
• Running Standard Purchasing Reports
• Carrying out Month End Processes

Suitable For

This course is intended for:

• This course is designed for users in Procurement, Facilities and Finance departments.

Prerequisites

• Delegates should have a working knowledge of the procurement process within their own organisation.
• Knowledge of Oracle Navigation would be advantageous.

Publicly scheduled dates, locations, and prices

Outline Course Contents

Overview of Oracle Purchasing

• Overview of Oracle Purchasing
• Matching Options
• Integration with Oracle Payables

Supplier Management

• Supplier Overview
• Supplier Relationships
• Contracts
• Solicitations
• Supplier Sites
• Supplier Account Balances
• Inquire on a Supplier
• Add a Supplier
• Amend an Existing Supplier
• Merge Supplier/Supplier Sites
• Add an Attachment to a Supplier Record
• Create an Approved Suppliers List

Item Attributes and Set up

• Define Master Items
• Assign a Master Item to an Organization
• Update Parameters Specific to an Organization
• Copy Item Attributes From a Template
• Create a Template
• Set Attribute Controls

RFQ and Quotations

• Add or Amend an Existing Supplier List
• Create a New Supplier List
• Create a New RFQ
• Select the Suppliers who will receive the RFQ
• Print the RFQ
• Create an RFQ from a Requisition
• Enter a Quotation

Approved Suppliers and Sourcing Rules

• Create Source Documents
• Set Up Sourcing Rules
• Assign the Sourcing Rules to an Item
• Test the Sourcing Set Up
• Create an Approved Supplier List
• Test Autosourcing Set Up

Purchase Requisitioning Processing

• Overview of Requisitioning
• The Requisition Form
• Overview of Approvals
• Create a Requisition
• Create a Requisition Using Preferences
• Create a Foreign Currency Goods Requisition
• Create a Foreign Currency Services Requisition
• Add an Attachment to a Requisition
• Review a Requisition
• Approve / Reject a Requisition
• View Action / Approval History
• Cancel a Requisition
• Requisition Templates
• Supplier Item Catalog

Purchase Order Processing

• Create a Standard Goods Purchase Order
• Create a Standard Purchase Order Using Preferences
• Create a Blanket Purchase Agreement
• Create a Blanket Release
• AutoCreate a Standard Goods Purchase Order
• Add an Attachment to a Purchase Order
• Approve/Reject a Purchase Order
• Review a Purchase Order
• Amend a Purchase Order
• Copy a Purchase Order
• Close / Cancel a Purchase Order
• Freeze a Purchase Order
• Other Control Actions
• Print a Purchase Order
• Purchase Orders and Projects
• Workflow Document Creation

Purchase Order Receipt Processing

• Overview of the Receiving Process
• Exceptions
• Receipt Routing
• Receipt Processing Methods
• Payment on Receipt
• Correct a Receipt
• Return Goods to a Supplier
• Find and Review Receipts
• Receiving Tolerances

Integration with other Modules

• Integration with Payables
• Integration with Inventory

Enterprise Structure Overview

• Organizations
• Defining Locations
• Units of Measure
• Item Categories

Raising iProcurement Requisitions

• Shopping by Store
• Shopping to Category
• Checkout Process

Receipting a PO in iProcurement

• Express Receive
• Standard Receipting
• Returning Ordered Items
• Receipt Corrections
• View Receipts

Non-Catalog Requests

• Requisition Information
• Smart Forms
• Information Templates
• Review Approver List
• Review and Submit

Purchasing Set up Overview

• Purchasing Profile Options
• Purchase Order Matching and Tax Tolerances
• Purchasing Document Security, Routing and Approval
• Approval Assignments and Approval Groups
• Purchasing Options
• Receiving Options

Purchasing Accounting

• Accruals
• Encumbrance Accounting
• Generate Uninvoiced Receipt Accruals
• Close a Purchasing Period

Purchasing Exercises