R12i Oracle Purchasing Fundamentals

R12i Oracle Purchasing Fundamentals
Teacher: Kabeer Khan
Released: October 24, 2021
Level: Beginner
Certificate: Finish lessons
Table of Contents
Description
Teacher
Introduction - Oracle Purchasing
Introduction and Overview of Oracle Purchasing
Features and benefits - Oracle Purchasing
Procure To Pay Lifecycle Overview
Understanding Procure to Pay Lifecycle
Understanding Oracle Procure to Pay Process
Oracle Purchasing in Advanced Procurement
Oracle Purchasing Overview
Requisition to Purchase Order Process
RFQ's and Quotations Process
Purchase Orders Process
The Receiving Process
Invoicing Process
Payment Process
Overview of Purchasing Setup Steps
Business Scenario for Purchasing Implementation
Overview of Dependent Setups and Purchasing Setups
Enterprise Structure – Locations and Organizations
Business Scenario - Enterprise Structure
Inventory Organizations Structure
Defining Locations
Inventory Organizations
Create Inventory Organization
Organization Parameters - Inventory
Organization Parameters - Costing
Organization Parameters - Revision, Lot, Serial, LPN
Organization Parameters - ATP, Pick, Item-Sourced Parameters
Organization Parameters - Interorganization Parameters
Organization Parameters - Other Account Parameters
Setup Receiving Parameters
Assign Organization Access
Setting up transactional Inventory Organizations for our business scenario
Receiving Parameters for other Inventory Organizations
Creating Units of Measure
R12i Units of Measure Overview
Unit of Measure Class
Unit of Measure Conversions
Units of Measure Setup
Unit of Measure Reports
Setting up Shipping Networks and Methods
Inter-organization Shipping Networks
Shipping Methods and Freight Carriers
Setting up Inter-org Shipping Networks
Shipping Networks and Freight Carriers Reports
Creating a Purchasing Category and Category Sets
Categories and Category Sets
Assigning Items to Categories
Item Catalogs and Catalog Groups
Assigning Items to Catalogs and updating Item Description
Creating Purchasing Categories and Category Sets
Assigning Items to Purchasing Categories
Item Attributes Defining and Maintaining Items
R12i Defining and Maintaining Items Overview
Items - Key Flexfield
Steps to Setup, Define and Maintain Items
Defining Items
Define Item Costs
Item Attributes and Attribute Groups
Item Attributes for Purchasing
Organization Assignment and Organization Items
Setting up and Configure Taxes
Setting up and Configure Taxes
Suppliers and Supplier Sites
Overview of Suppliers
Supplier Header - Organization
Supplier Header - Tax Details
Supplier Header - Address Book and Contact Directory
Supplier Header - Banking Details
Supplier Site - Accounting
Supplier Site - Tax and Reporting
Supplier Site - Purchasing
Supplier Site - Receiving Controls
Supplier Site - Payment Details
Supplier Site - Invoice Management
Summary - Suppluer Header Vs Supplier Site
Running Supplier Reports
Supplier Maintenance
Maintaining Supplier Header and Supplier Site
Delegating maintenance responsibility to Supplier Users
Payables Setups
Setup Financials Options
Setup Payables System Options
Setup Payables Options
Open Payables Accounting Period
Purchasing Setups
Overview of Purchasing Setup Steps
Setup Employee and Purchasing Responsibility
Setting Up Key Profile Options and complete rest of User setup
Define Purchasing Options
Run Replicate Seed Data Program
Define Receiving Options
Defining Purchase Order Matching and Tax Tolerances
Document Security, Routing and Approval
Types of Hierarchies in Purchasing
Employee/Supervisor Relationship
Creating Jobs and Positions
Creating Position Approval Hierarchies
Define Document Types
Defining Document Security Levels
Defining Document Access Levels
Creating Approval Groups
Approval Group Assignments
Define Employees and Oracle Users, and run background processes
Run Fill Employees Hierarchy program
Purchasing Setups - continued
Define Buyers
Define Line Types
Set Up Transaction Managers and Resubmission Intervals
Open Inventory, Purchasing and GL Accounting Periods
Requisitions
Understanding the Requisition Lifecycle
Creating and Maintaining Requisitions
Supplier Item Catalog
Creating Requisition Templates
Running Requisition Reports
Purchase Orders
Recap of client's business requirements with our Oracle Purchasing implementation
Understanding the Purchase Order Lifecycle
Understanding Purchase Order Types
Purchase Order Components and Record Structure
Creating Standard Purchase Orders
Approving PO and Communicating to Suppliers
Viewing Tax Information on Purchase Orders
Revising Purchase Orders
Identifying Key Reports
Receiving
Receipt Processing Methods
Receiving Tolerances
Receiving Purchase Orders
Entering Returns
Entering Corrections
Running Reports
Automatic Document Creation
Understanding AutoCreate
Creating Purchase Documents from Requisitions
AutoCreate – Automatic Creation of Purchasing Documents from Requisitions
AutoCreate – Manual Creation of Purchasing Documents from Requisitions
Add to existing purchasing document
Modifying Requisition Lines
Return Requisition Lines
Professional Buyer’s Work Center
Introduction and 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 Purchase Agreement in the Buyer's Work Center
Deliverables, Negotiations and Suppliers