R12.2 Oracle Purchasing Fundamentals

In this course, participants learn how to set up and use R12.2 Oracle Purchasing to manage the purchasing process. They learn how to create and manage items, suppliers, requisitions, purchase orders, request for quotations, quotations, and receipts. They also learn how to apply document security, routing and approval methods, as well as how to automate the order creation process.

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Course Objective

Create purchase requisitions
Create standard, blanket and contract purchase documents
Understand how to use the Auto-Create window, Create Releases program and the PO
Create Documents Workflow process to automate document creation
Create Standard, Express, Cascade receipts, Substitute receipts, Returns and Corrections
Set up Pay on Receipt
Define document approval and routing process
Define document security and access levels
Understand the Period Close process for Purchasing
Understand Purchasing administration
Describe how the Purchasing process fits into the Procure to Pay lifecycle
Define and maintain suppliers
Use the Professional Buyer's Work-center
Create request for quotations
Set up and use an approved supplier list and sourcing rules

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Target Audience

End User
Implementer

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Procure To Pay Lifecycle Overview

Understanding Procure to Pay Lifecycle
Understanding Oracle Procure to Pay Process

Oracle Purchasing Overview

Understanding Purchasing Process
Requisition to Purchase Order
Overview of the Ordering Process
The Receiving Process
Purchasing Integration

Enterprise Structure – Locations, Organizations, and Items

Understanding the Enterprise Structure
Defining Locations
Defining Inventory Organizations
Establishing Inventory Parameters
Creating Units of Measure
Creating a Purchasing Category
Item Attributes Defining and Maintaining Items
Describing and Using Category Sets

Suppliers

Overview of Suppliers
Entering Supplier Information
Defining Supplier Site Information
Managing Suppliers
Running Supplier Reports
Understanding Financial Options
Defining Supplier Profile Options

RFQs and Quotations

Request for Quotation Lifecycle
Creating and Maintaining Requests for Quotation
Creating a Supplier List
Understanding Quotations Lifecycle
Creating and Maintaining Quotations
Sending Notifications
Defining RFQ and Quotations Profile Options

Approved Supplier Lists and Sourcing Rules

Creating Approved Supplier Lists
Understanding Supplier Statuses
Understanding Supplier-Commodity/Item Attributes
Understanding ASL Precedence
Defining Sourcing Profile Options for Approvals

Requisitions

Understanding the Requisition Lifecycle
Notifications
Requisition Structure
Creating and Maintaining Requisitions
Supplier Item Catalog
Creating Requisition Templates
Running Requisition Reports
Defining Requisition Profile Options

Purchase Orders

Understanding Purchase Order Types
Purchase Order Components and Record Structure
Creating Standard Purchase Orders
Creating Contract Purchase Agreements
Revising Purchase Orders
Maintaining Purchase Orders
Identifying Key Reports
Creating Global Agreements

Automatic Document Creation

Understanding AutoCreate
Creating Purchase Documents from Requisitions
Modifying Requisition Lines
Running the Create Releases Program
Understanding the PO Create Documents workflow

Receiving

Receiving Locations
Receipt Routing
Receipt Processing Methods
Receiving Tolerances
Entering Returns and Corrections
Overview of Pay on Receipt
Running Reports
Defining Profile Options

Professional Buyer’s Work Center

Learning 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 Personalized Requisition View
Understanding Implementation Considerations
Using Document Styles
Creating a Purchase Agreement in the Buyer's Work Center

Document Security, Routing and Approval
Purchasing Accounting
Setup Steps
Purchasing Administration

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R12.2 Oracle Purchasing Fundamentals

R12.2 Oracle Purchasing Fundamentals

Uplatz

IT Training

IT Training

General