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October 18, 2012

Assigning an Item to an Organization

Before assigning an item to an Organization, Item should have been defined in the master org.
If Item has already been defined in master org, then follow the steps to assign it to an Organization.
1. Go to the Inventory responsibility.
2. Navigate to Items à Master Items
3. Query the item in the master item form

4. Go to Tools à Organization Assignment
This will show all organization which use this master org as their master org

5. Check the assigned button against the Org to which you want to assign this item
6. Save
This will assign this item to that Organization.
Now you can query this item in that specific Org and if needed you can change the organization specific item attributes for the item.
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Creating an Item in Oracle Apps

Please follow the process to create a new Item.
Navigate to the Inventory Super User responsibility.
Go to Items à Master Items
1.       Enter the Item name in Item field
2.       Enter the Item Description in Description field
3.       Save the form

4.       Now you can copy attributes from any existing templates or manually set all the attributes for all the tabs.
5.       For copying attributes from existing template, go to Tools à Copy From

6.       Select any existing template which suits your requirements and then click Apply, once Template is Implemented then click done.
7.       Now all attributes are set as per the template.
8.       You can check the tabs individually and whenever any attribute needs to change for your business requirement, you can do the change.
9.       After done with all the changes, Click Save.
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Overview of Purchasing in Oracle Apps

Create requisition to procure goods and service with supplier information, delivery instructions, multiple accounting distributions, and notes to buyers, approvers, and receivers. A request for quotation (RFQ) is sent to a supplier to request pricing and other information for an item. A quotation is the supplier’s response to that RFQ. Identify requisitions that require supplier quotations and automatically create a RFQ Or create manually and send it thru’ Fax or iSupplier portal. Record supplier quotations from a catalog, telephone conversation, or response from your RFQ. You can also receive quotations electronically and import as Quotations (catalog). Review, analyze, evaluate and approve supplier quotations. Create standard purchase order, BPA and blanket releases. Inform your suppliers of your shipment schedule requirements. Record supplier acceptances of your purchase order’s terms and conditions. Provide a quantity and price for each item you are ordering. Alternatively, you should also be able to create your purchase order simply by providing an amount if you are ordering a service that you cannot break down by price and quantity. Enter goods and service receipt information against the PO using routing controls viz: Direct delivery, standard receipt or standard receipt with inspection. Transfer and deliver goods using the Receiving Transactions window. If you want to perform an inspection transaction, you can open the Inspections window to specify accepted and rejected quantities.
This cycle involves following steps from creating a requisition to transfer the details to GL.
1.       Create Requisition
Approve requisition
2.       Create Purchase Order
Approve Purchase Order
3.       Create Receipt after receiving the goods
4.       Create an Invoice in AP
5.       Pay the invoice
6.       Transfer, Import and Post Journal to GL

Basic Components of Procurement

Requisition

Requisition is nothing but a formal request to buy something (like Inventory material, office supplies etc) needed for the enterprise. Only an employee can create one.
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.

Purchasing provides you with the features you need to satisfy the following basic requisition needs. You should be able to:

·         Create, edit, and review requisition information on-line. You should also be able to enter suggested supplier information, delivery instructions, multiple accounting distributions, and notes to buyers, approvers, and receivers.
·         Review the current status and action history of your requisitions. You should always know who approves requisitions and whether they are in the approval, purchasing, receiving, or delivery stage.
·         Route requisitions according to your approval structure. You should also be able to set authorization limits by amount, charge account, item category, and location.
·         Review and approve requisitions that need your approval. You should also be able to see the full requisition detail and review the action history before you approve a requisition.
·         Print requisitions (with status Approved, Cancelled, Rejected, In Process, Pre-Approved, and Returned) for off-line review and approval. You should always be able to track the status of requisitions through the approval process.
·         Import requisitions from other systems such as material or distributions requirement planning applications
·         Perform on-line funds checking before creating requisitions. You should always know how your planned expenses compare to your budget.
·         Automatically source requisitions from outstanding blanket purchase agreements or quotations you have received from suppliers
·         Create requisitions quickly and easily for commonly purchased items
·         Provide attachments as notes on requisition headers and lines
·         Assign requisition lines to buyers and review buyer assignments for requisition lines
·         Forward all requisitions awaiting approval from one approver to an alternate approver. Within your security and approval constraints, you should be able to reroute requisitions from one approver to another whenever you want.
·         Record suggested foreign currency information for each requisition line

Requisition Types:

1.       Purchasing Requisition: Purchase requisitions are used for requesting material from suppliers.
2.       Internal Requisition: Internal requisitions provide the mechanism for requesting and transferring material from one inventory to other inventory

RFQ

A request for quotation (RFQ) is sent to a supplier to request pricing and other information for an item. A quotation is the supplier’s response to that RFQ. You send an RFQ to a supplier by fax, making a phone call, or using Oracle iSupplier Portal. A supplier can send a quotation, whether or not in response to an RFQ, is through the Purchasing Documents Open Interface.If you don’t receive quotations electronically from your supplier, you can create the quotation manually using the Quotations window, or copy the quotation from an RFQ.

Using Quotation for Purchase Order

When you create a purchase order (manually or from requisitions), you can use the Supplier Item Catalog window to retrieve quotation information. (The Supplier Item Catalog window can include quotations sent to you by your supplier through the Purchasing Documents Open Interface.) Purchasing provides all your approved quotation shipment information for a specific item or manufacturing category. You can copy this quotation shipment to an existing blanket purchase agreement or standard purchase order when you add this item or purchasing category to a purchase order line. You can sort this quotation information according to your needs, using criteria such as price or quantity. You can easily evaluate the source that is best for an item.

After you select the quotation shipment you want to use, Purchasing copies the item unit price, quantity, unit of measure, supplier product number, inspection required status, receipt required status, quotation number, quotation type, and supplier quotation number on your purchase order. Purchasing also copies the quotation item description on your purchase order if you define your items to do so. Purchasing automatically warns you when the terms and conditions of the quotation are different from the terms and conditions of your purchase order. The original purchase order terms and conditions remain unchanged.

Types of Quotations

There are three types of quotations and RFQs that come with Purchasing by default:

Bid: Used for a specific, fixed quantity, location, and date. For example, a Bid would be used for a large or expensive piece of equipment that you’ve never ordered before, or for an item that incurs transportation or other special costs. You cannot specify price breaks for a Bid quotation or RFQ.
Standard: Used for items you’ll need only once or not very often, but not necessarily for a specific, fixed quantity, location, and date. For example, you could use a Catalog quotation or RFQ for office supplies, but use a Standard quotation or RFQ for a special type of pen you don’t order very often. A Standard quotation or RFQ also includes price breaks at different quantity levels.
Catalog: Used for high–volume items or items for which your supplier sends you information regularly. A Catalog quotation or RFQ also includes price breaks at different quantity levels.

For all three types, you can define effectivity dates at the header level.
For Catalog and Standard quotations, you can also specify effectivity dates for individual price breaks. (For a Bid, you cannot specify effectivity dates at the shipment level.) You can also define your own RFQ or quotation types using the
Document Types window.

Purchase Order

Purchasing provides the Purchase Orders window that you can use to enter Standard and planned purchase orders as well as Blanket and Contract purchase agreements. You must be defined as a buyer to use this window.
Purchasing provides you the features you need to satisfy the following purchasing needs. You should be able to:
·         Review all of your purchases with your suppliers to negotiate better discounts
·         Create purchase orders simply by entering a supplier and item details
·         Create standard purchase orders and blanket releases from both on-line and paper requisitions
·         Create accurate and detailed accounting information so that you charge purchases to the appropriate departments
·         Check your funds availability while creating purchase orders.
·         Review the status and history of your purchase orders at any time for all the information you need
·         Print purchase orders flexibly by using a number of print options
·         Inform your suppliers of your shipment schedule requirements
·         Record supplier acceptances of your purchase orders. You always know whether your suppliers have received and accepted your purchase order terms and conditions
·         Create your purchase orders by providing a quantity and price for each item you are ordering. Alternatively, you should also be able to create your purchase order simply by providing an amount if you are ordering a service that you cannot break down by price and quantity

Purchase Order Types

There are mainly 4 types of Purchase Orders
·         Standard Purchase Order
·         Blanket Purchase Agreements
·         Contract Purchase Agreements
·         Planned Purchase Orders

Standard Purchase Order

You generally create standard purchase orders for one-time purchase of various items. You create standard purchase orders when you know the details of the goods or services you require, estimated costs, quantities, delivery schedules, and accounting distributions.

Blanket Purchase Agreements (BPA)

You create blanket purchase agreements when you know the detail of the goods or services you plan to buy from a specific supplier in a period, but you do not yet know the detail of your delivery schedules. You can use blanket purchase agreements to specify negotiated prices for your items before actually purchasing them.
You can issue a Blanket release against a BPA to place the actual order (as long as the release is within the blanket agreement effectively dates).

Contract Purchase Agreements

You create contract purchase agreements with your suppliers to agree on specific terms and conditions without indicating the goods and services that you will be purchasing. You can later issue standard purchase orders referencing your contracts.

Planned Purchase Orders

A planned purchase order is a long-term agreement committing to buy items or services from a single source. You must specify tentative delivery schedules and all details for goods or services that you want to buy, including charge account, quantities, and estimated cost.
You can issue scheduled releases against a planned purchase order to place the actual orders. If you use encumbrance accounting, you can use the planned purchase order to reserve funds for long term agreements.
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October 17, 2012

Creating a Purchase Order from an Approved Requisition

Navigate to Purchasing Super User responsibility
Then to Management à Manage Buyer Workload

If you have the Approved requisitions number for which you would like to create a PO, you can mention the same in the requisition field, else can query for all approved requisition.

Then find for the Buyer, for whom you want to create PO.
Here you can filter to the specific details, if you have any data like requestor, Buyer, etc.
Here I am filtering using the requestor name, so that I can get all requisitions created by the requestor.

Now here you will find all the Requisitions

Then select a Buyer to whom you want to assign the requisition lines in New Buyer field.

Then select the lines
And Save.

Then go back to the navigator and select AutoCreate

Then find all requisition lines assigned to a specific buyer.

Then Find
This will show all Requisition lines assigned to the buyer specified.

Check the details and select the line

Check the Action, Document Type, and Grouping.
If you want to create Automatic, then select the Automatic button

If Document field is asking any value to input, then enter an unique document number and then click Create.

This will create a Purchase Order and will navigate you to the Purchase Order form.

Line status should be Incomplete.

Similarly you can follow the manual process too.




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October 13, 2012


Workday Calendar

A workday calendar consists of a start date, and end date, and on and off days that follow one or more defined workday patterns. A workday calendar can also include shift information and exception dates, such as holidays or scheduled down time.
Use a workday calendar for forecasting and planning material requirements, use shift information for job scheduling, and capacity analysis.
Workday exceptions identify deviations to the workday calendar. Shift exceptions identify deviations for a shift.
        Attention: Shift exceptions take precedence over workday exceptions. (This is only relevant if a workday exception and a shift exception overlap.)
To assign workday exceptions to a workday calendar or calendar shift, either select them intuitively from the Calendar Dates (or Shift Calendar Dates) window, or apply them from an existing template, calendar, or shift.

To create a workday calendar:

1.       Navigate to the Workday Calendar window.
2.       Enter a name for the workday calendar.
3.       Select a quarterly calendar type:
4/4/5 Week Pattern: Two four-week periods followed by one five-week period.
5/4/4 Week Pattern: One five-week period followed by two four-week periods.
Calendar Months: Twelve periods per year based on calendar months.
13 Periods: Thirteen four-week periods per year.
Note: If you use Oracle Master Scheduling/MRP, choose the 4/4/5 Weekly Pattern or the 5/4/4 Weekly Pattern to report MRP information in weeks and months. Otherwise, if you choose the 13 Periods calendar or Calendar Months, you can only report MRP information in monthly buckets.
4.       Enter a date range for the workday calendar. The default end date is four years from the start date.
Note: Days on and off are calculated based on the start date and the day of the week. For example, if you want a standard five day workweek to start on 01-JAN, you must enter the start date as the Monday before 01-JAN (unless 01-JAN falls on a Monday).
5.       Continue creating the workday calendar by choosing one of the following buttons:
Workday Pattern: Set workdays on or off.
Shifts: Assign shifts to the workday calendar.
Dates: Review your work so far and its effect on the workday calendar. Do this before you build or rebuild the workday calendar you are now creating. (You can only do this after you have defined a workday pattern.)
Once you have created a workday pattern, assigned shifts, assigned workday and shift exceptions, and reviewed your work, you must build the calendar and assign it to an organization.
6.       Save your work.


Once you have created the calendar, to make it active for using in other places, you need to build the calendar.


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