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BR100 setup document for purchasing application
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BR.100APO PURCHASING APPLICATION SETUP
<Company Long Name>
<Subject>
Author: <Author>
Creation Date: June 9, 1999
Last Updated: June 15, 1999
Document Ref: <Document Reference Number>
Version: DRAFT 1A
Approvals:
<Approver 1>
<Approver 2>
BR.100Apo Purchasing Application Setup
Document Control
Change Record
5
Date Author Version Change Reference
9-Jun-99 <Author> Draft 1a No Previous Document
Reviewers
Name Position
Distribution
Copy No.
Name Location
1 Library Master Project Library2 Project Manager34
Note To Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Document Control iv
Doc Ref: <Document Reference Number> June 15, 1999
BR.100Apo Purchasing Application Setup
Contents
Document Control............................................................................................
Application Setup Control Sheet - Purchasing................................................
References, Tax Names, and Associations/PO: Define Cross Reference Types................................................................................................................
References, Tax Names, and Associations/PO: Define Tax Names...............
References, Tax Names, and Associations/PO: Define Location Associations.....................................................................................................
Purchasing Approval/PO: Define Approval Groups........................................
Purchasing Approval/PO: Define Document Types........................................
Purchasing Approval/PO: Fill Employee Hierarchy........................................
Purchasing Approval/PO: Assign Approval Groups........................................
Lookups, Classes, and Buyers/PO: Define Purchasing Lookups....................
Lookups, Classes, and Buyers/PO: Define Inspection Codes.........................
Lookups, Classes, and Buyers/PO: Define Hazard Classes............................
Lookups, Classes, and Buyers/PO: Define UN Number..................................
Lookups, Classes, and Buyers/PO: Define Buyers.........................................
Standard Notes/PO: Define Standard Attachments.......................................
Purchasing Category/PO: Define Value Sets..................................................
Purchasing Category/PO: Define Flexfield Segments....................................
Purchasing Category/PO: Define Flexfield Segment Values..........................
Purchasing Category/PO: Define Security Rules............................................
Purchasing Category/PO: Assign Security Rules............................................
Purchasing Category/PO: Define Account Aliases Flexfield...........................
Purchasing Category/PO: Define Cross-Validation Rules...............................
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Document Control iv
Doc Ref: <Document Reference Number> June 15, 1999
BR.100Apo Purchasing Application Setup
Purchase Items/PO: Define Items - Master Level...........................................
Purchase Items/PO: Define Items - Organization Level.................................
Purchase Items/PO: Define Item Relationships..............................................
Document Controls/PO: Define Line Types....................................................
Document Controls/PO: Start AutoSubmit.....................................................
System Options/PO: Define Financial Options...............................................
System Options/PO: Define Purchasing Options............................................
System Options/PO: Define Receiving Options..............................................
System Options/PO: Receiving Transaction Processor..................................
System Options/PO: Define Concurrent Processes........................................
System Options/PO: Define Vendors..............................................................
Open and Closed Issues for this Deliverable..................................................
Open Issues................................................................................................Closed Issues.............................................................................................
<Subject> File Ref: document.doc (v. DRAFT 1A )
Company Confidential - For internal use only
Document Control iv
Doc Ref: <Document Reference Number> June 15, 1999
Application Setup Control Sheet - Purchasing
Environment Name: Machine: Type (definition, execution, or both):
Workflow
SubWorkflow Name
Set Up Responsibility Due Date QA Responsibility QA Due Date
Signature Approval
Purchasing Setup
References, Tax Names, and Associations
PO: Define Cross Reference Types
References, Tax Names, and Associations
PO: Define Tax Names
References, Tax Names, and Associations
PO: Define Location Associations
Purchasing Approval PO: Define Approval Groups
Purchasing Approval PO: Define Document Types
Purchasing Approval PO: Fill Employee Hierarchy
Purchasing Approval PO: Assign Approval Groups
Lookups, Classes, and Buyers
PO: Define Purchasing Lookups
Lookups, Classes, and Buyers
PO: Define Inspection Codes
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
Workflow
SubWorkflow Name
Set Up Responsibility Due Date QA Responsibility QA Due Date
Signature Approval
Lookups, Classes, and Buyers
PO: Define Hazard Classes
Lookups, Classes, and Buyers
PO: Define UN Numbers
Lookups, Classes, and Buyers
PO: Define Buyers
Standard Notes PO: Define Standard Attachments
Purchasing Category PO: Define PO Category Flexfield Structure
Purchasing Category PO: Define Value Sets
Purchasing Category PO: Define Flexfield Segments
Purchasing Category PO: Define Flexfield Segment Values
Purchasing Category PO: Define Security Rules
Purchasing Category PO: Assign Security Rules
Purchasing Category PO: Define Account Aliases Flexfield
Purchasing Category PO: Define Cross Validation Rules
Purchase Items PO: Define Items - Master Level
Purchase Items PO: Define Items - Organization Level
Purchase Items PO: Define Item Relationships
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
Workflow
SubWorkflow Name
Set Up Responsibility Due Date QA Responsibility QA Due Date
Signature Approval
Document Controls PO: Define Line Types
Document Controls PO: Start AutoSubmit
System Options PO: Define Financial Options
System Options PO: Define Purchasing Options
System Options PO: Define Receiving Options
System Options PO: Receiving Transaction Processor
System Options PO: Define Concurrent Processes
System Options PO: Define Vendors
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
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References, Tax Names, and Associations/PO: Define Cross Reference Types
Purchasing>Items>Cross References
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Cross Reference Types which define relationships between items and entities such as old item numbers or supplier item numbers.
<Cross Reference Types>
Type Description Inactive On
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
References, Tax Names, and Associations/PO: Define Tax Names
Purchasing>Setup>Financials>Accounting>Taxes
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define the Tax Names you use on invoices to record invoice Taxes you pay to your suppliers and to your tax authorities. Each Tax Name has a tax type, tax rate, and account to which you charge tax amounts.
<Tax Name>
Tax Name Tax Type Rate Description Enable for Self-Service Users
Inactive Date
GL Account
File Ref: document.doc (v. )Company Confidential - For internal use only
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References, Tax Names, and Associations/PO: Define Location Associations
Purchasing>Setup>Organizations>Locations
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Inter-organization shipping network information describes the relationships and accounting information that exists between a shipping (from) organization that ships inventory to a destination (to) organization.
<Location>
Name
Inventory Organization
Description
Address Style
Address
Contact
Ship-To Location
Ship-To Site Bill-To Site
Office Site Internal Site
Receiving Site
Tax Name
EDI Location
Inactive Date
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Approval/PO: Define Approval Groups
Purchasing>Setup>Approvals>Groups
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define and maintain Approval Groups for use by Oracle Purchasing.
<Approval Group>
Name
Description
Enabled
<Approval Rules>
Object Type Amount Limit Low Value High Value Inactive Date
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Approval/PO: Define Document Types
Purchasing>Setup>Purchasing>Document Types
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define and change Document Types used in purchasing.
<Document>
Type Subtype Name Quotation Class
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<Attributes>
Owner Can Approve Security Level
Approver Can Modify Access Level
Can Change Forward - To Forward Method
Can Change Forward - From
Archive On
Can Change Approval Hierarchy
Default Hierarchy
Disable Approval Workflow
Workflow Startup Process
Autocreate Workflow
Autocreate Workflow Startup Process
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Approval/PO: Fill Employee Hierarchy
Purchasing>Setup>Personnel>Position Hierarchy
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to set up your Personnel Position Hierarchy.
<Position Hierarchy>
Name Hierarchy
<Version>
Number Date From Date To
<Position>
Name Holder Employee Number Exists in Hierarchy Number of Subordinates
<Subordinates>
Name Holder’s Name Holder’s Number Number of Subordinates
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
Purchasing Approval/PO: Assign Approval Groups
Purchasing>Setup>Approvals>Approval Assignments
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to assign Approval Groups for use by Oracle Purchasing.
<Approval Groups>
Position
Job
<Approval Assignments>
Document Type Approval Group Effective From: Effective To:
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
Lookups, Classes, and Buyers/PO: Define Purchasing Lookups
Purchasing>Setup>Purchasing>Lookup Codes
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define certain Lookup Codes in Oracle Purchasing.
Attention: You cannot change or delete codes once you have added and saved them, but you can change the code descriptions.
<Lookup Codes>
Type Displayed Value Description Inactive Date
File Ref: document.doc (v. )Company Confidential - For internal use only
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Lookups, Classes, and Buyers/PO: Define Inspection Codes
Purchasing>Setup>Purchasing>Quality Inspection Codes
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define and update your Inspection Codes.
<Quality Inspection Codes>
Ranking Quality Code Description Inactive Date
File Ref: document.doc (v. )Company Confidential - For internal use only
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Lookups, Classes, and Buyers/PO: Define Hazard Classes
Purchasing>Setup>Purchasing>Hazard Classes
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define codes for different Classes of Hazardous materials.
<Hazard Classes>
Hazard Class Description Inactive Date
File Ref: document.doc (v. )Company Confidential - For internal use only
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Lookups, Classes, and Buyers/PO: Define UN Number
Purchasing>Setup>Purchasing>UN Numbers
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define and maintain your United Nations identification numbers for hazardous materials.
<UN Numbers>
Number Description Hazard Class Inactive Date
File Ref: document.doc (v. )Company Confidential - For internal use only
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Lookups, Classes, and Buyers/PO: Define Buyers
Purchasing>Setup>Personnel>Buyers
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define and maintain your Buyers. Buyers can review all requisitions using the View Requisitions form.
<Buyers>
Buyer Category Ship-To EffectiveFrom:
EffectiveTo:
File Ref: document.doc (v. )Company Confidential - For internal use only
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Standard Notes/PO: Define Standard Attachments
Purchasing>Setup>Attachments<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define your standard Attachments.
<Documents>
Category Description
<Source>
Data Type Storage File
<Usage>
Usage
<Security>
Type Owner Share
<Effective Dates>
From To
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Category/PO: Define Value Sets
Purchasing>Setup>Flexfields>Validation>Sets
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define valid values for the PO Category Flexfield.
Value Set Name Description Security
Available
Enable
Long List
<Format Validation>
Format Type Maximum Size Numbers Only (0-9)
Uppercase Only (A-Z)
Right-Justify and Zero-Fill Numbers (0001)
Minimum Value Maximum Value
<Value Validation>
Validation Type
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Category/PO: Define Flexfield Segments
Purchasing>Setup>Flexfields>Key>Segments
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define the structure of your PO Category Flexfield.
<Key Flexfield>
Application Flexfield Title
<Structures>
Title Description View Name
Freeze Flexfield Definition
Enabled
Segment Separator Cross-Validate Segments
Freeze Rollup Groups Allow Dynamic Inserts
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
Segments
<Segments Summary>
Number
Name Window Prompt Column Value Set Displayed Enabled
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
Purchasing Category/PO: Define Flexfield Segment Values
Purchasing>Setup>Flexfields>Key>Values
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define the Segment Values of the PO Category Flexfield.
<Key Flexfield>
Title Independent Segment Independent Value Structure Dependent Segment Value Description
<Values>
Effective
Value Description Enabled
Effective
From:
Effective
To:
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
Hierarchy/Qualifiers
Value Description Parent
Group Level Qualifiers
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Category/PO: Define Security Rules
Purchasing>Setup>Flexfields>Descriptive>Security>Define
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to set up data entry Security on your Flexfield segments and report parameters.
<Key Flexfield>
Title Structure Independent Segment Dependent Segment Independent Value Value Description
<Security Rules and Security Rules Elements>
Security Rules:
Name
Security Rules:
Description
Security Rules:
Message
Security Rules Elements:
Type
Security Rules Elements:
From
Security Rules Elements:
To
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Category/PO: Assign Security Rules
Purchasing>Setup>Flexfields>Descriptive>Security>Assign
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to assign Security Rules to an application responsibility.
<Key Flexfield>
Title Structure Independent Segment Dependent Segment Independent Value Value Description
<Assign Security Rules>
Application Responsibility Name Description Message
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Category/PO: Define Account Aliases Flexfield
Purchasing>Setup>Flexfields>Key>Aliases
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define shorthand Aliases to ease entry of PO Category Flexfield combinations.
Application Flexfield Title Structure Description
<Shorthand>
Enabled
Maximum Alias Size
Prompt
<Shorthand Aliases>
Alias Template Alias Description Enabled
From To
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing Category/PO: Define Cross-Validation Rules
Purchasing>Setup>Flexfields>Key>Cross-Validation
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Cross-Validation Rules.
Application Flexfield Title Structure Description
Oracle Purchasing PO Category Flexfield
<Cross-Validation Rules>
Name Description Enabled
Error Message Error Segment From To
<Cross-Validation Rule Elements>
Type From To
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchase Items/PO: Define Items - Master Level
Purchasing>Items>Master Items
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define items at the Master Level, then enable at the organizational level using the Special Menu.
<Master Items>
Organization
Item
Description
Main
Attribute Name Value Attribute Name Value
Primary Unit of Measure Item Status
User Item Type Conversions (Type)
File Ref: document.doc (v. )Company Confidential - For internal use only
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Inventory
Attribute Name Value Attribute Name Value
Inventory Item Revision Control
Stockable Reservable
Transactable
Lot Expiration(Shelf Life):
Control Shelf Life Days
Lot:
Control Starting Prefix
Starting Number
Serial:
Generation Starting Prefix
Starting Number
Cycle Count Enabled:
(Enabled) Measurement Error Negative
Measurement Error Positive
Locator Control Restrict Subinventories
Restrict Locators
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
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Bills of Material
Attribute Name Value Attribute Name Value
BOM Allowed Base Model
BOM Item Type
Costing
Attribute Name Value Attribute Name Value
Costing Enabled Cost of Goods Sold Account
Inventory Asset Value Standard Lot Size
Include in Rollup
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
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Purchasing
Attribute Name Value Attribute Name Value
Purchased Allow Description Update
Purchasable RFQ Required
Use Approved Supplier Taxable
Tax Code
Outside Processing Item:
(Enabled) Unit Type
Invoice Matching:
Receipt Required Unit of Issue
Inspection Required Invoice Close Tolerance
Default Buyer Hazard Class
Receipt Close Tolerance % Market Price
UN Number Rounding Factor
List Price
Price Tolerance %
Encumbrance Account
Expense Account
Asset Category
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
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Receiving
Attribute Name Value Attribute Name Value
Receipt Date Controls:
Action Days Early
Days Late
Valid Transactions:
Allow Substitute Receipts Allow Unordered Receipts
Allow Express Transactions
OverReceipt Quantity Control:
Action Receipt Routing
Tolerance Enforce Ship-To
File Ref: document.doc (v. )Company Confidential - For internal use only
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Physical Attributes
Attribute Name Value Attribute Name Value
Weight:
Unit of Measure Unit Weight
Volume:
Unit of Measure Unit Volume
Container:
Container Internal Volume
Vehicle Maximum Load Weight
Container Type Minimum Fill Percentage
File Ref: document.doc (v. )Company Confidential - For internal use only
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General Planning
Attribute Name Value Attribute Name Value
Inventory Planning Method Make or Buy
Planner
Min-Max Quantity:
Minimum Maximum
Order Quantity:
Minimum Maximum
Cost:
Order Carrying %
Source:
Type Organization
Subinventory
Safety Stock:
Method Bucket Days
Percent
Fixed Order Quantity
Fixed Days Supply
Fixed Lot Size Multiplier
File Ref: document.doc (v. )Company Confidential - For internal use only
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MPS/MRP Planning
Attribute Name Value Attribute Name Value
Planning Method Shrinkage Rate
Forecast Control Acceptable Early Days
Pegging Round Order Quantities
Exception Set
Repetitive Planning:
Overrun % Acceptable Rate +
Acceptable Rate -
MPS Planning:
Calculate ATP Demand Time Fence
Reduce MPS Demand Time Fence Days
Planning Time Fence Release Time Fence
Planning Time Fence Days Release Time Fence Days
Demand Time Fence
Demand Time Fence Days
Release Time Fence
Release Time Fence Days
File Ref: document.doc (v. )Company Confidential - For internal use only
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Lead Times
Attribute Name Value Attribute Name Value
Preprocessing Variable
Processing Cumulative Manufacturing
Postprocessing Cumulative Total
Fixed Lead Time Lot Size
Work in Process
Attribute Name Value Attribute Name Value
Build in WIP
Supply:
Type Supply Locator
Subinventory
File Ref: document.doc (v. )Company Confidential - For internal use only
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Order Entry
Attribute Name Value Attribute Name Value
Customer Ordered Ship Model Complete
Customer Orders Enabled Collateral Item
Shippable Returnable
Internal Ordered RMA Inspection Required
Internal Orders Enabled Check ATP
OE Transactable ATP Rule
Pick Components Picking Rule
Assemble to Order Default Shipping Organization
ATP Components
Invoicing
Attribute Name Value Attribute Name Value
Invoiceable Item Tax Code
Invoice Enabled Sales Account
Accounting Rule Payment Terms
Invoicing Rule
File Ref: document.doc (v. )Company Confidential - For internal use only
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Service
Attribute Name Value Attribute Name Value
Support Service:
(Enabled) Service Duration Value
Warranty Service Duration Period
Coverage
Serviceable Product:
(Enabled) Billing Type
Service Starting Delay Days
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchase Items/PO: Define Items - Organization Level
Purchasing>Items>Organization Items
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Items at the Organization Level.
<Organization Items>
Organization
Item
Description
Main
Attribute Name Value Attribute Name Value
Primary Unit of Measure Item Status
User Item Type Conversions (Type)
File Ref: document.doc (v. )Company Confidential - For internal use only
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Doc Ref:
Inventory
Attribute Name Value Attribute Name Value
Inventory Item Revision Control
Stockable Reservable
Transactable
Lot Expiration (Shelf Life):
Control Shelf Life Days
Lot:
Control Starting Prefix
Starting Number
Serial:
Generation Starting Prefix
Starting Number
Cycle Count Enabled:
(Enabled) Measurement Error Negative
Measurement Error Positive
Locator Control Restrict Subinventories
Restrict Locators
File Ref: document.doc (v. )Company Confidential - For internal use only
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Bills of Material
Attribute Name Value Attribute Name Value
BOM Allowed Base Model
BOM Item Type
Costing
Attribute Name Value Attribute Name Value
Costing Enabled Cost of Goods Sold Account
Inventory Asset Value Standard Lot Size
Include in Rollup
File Ref: document.doc (v. )Company Confidential - For internal use only
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Purchasing
Attribute Name Value Attribute Name Value
Purchased Allow Description Update
Purchasable RFQ Required
Use Approved Supplier Taxable
Tax Code
Outside Processing Item:
(Enabled) Unit Type
Invoice Matching:
Receipt Required Unit of Issue
Inspection Required Invoice Close Tolerance
Default Buyer Hazard Class
Receipt Close Tolerance % Market Price
UN Number Rounding Factor
List Price
Price Tolerance %
Encumbrance Account
Expense Account
Asset Category
File Ref: document.doc (v. )Company Confidential - For internal use only
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Receiving
Attribute Name Value Attribute Name Value
Receipt Date Controls:
Action Days Early
Days Late
Valid Transactions:
Allow Substitute Receipts Allow Unordered Receipts
Allow Express Transactions
OverReceipt Quantity Control:
Action Receipt Routing
Tolerance Enforce Ship-To
File Ref: document.doc (v. )Company Confidential - For internal use only
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Physical Attributes
Attribute Name Value Attribute Name Value
Weight:
Unit of Measure Unit Weight
Volume:
Unit of Measure Unit Volume
Container:
Container Internal Volume
Vehicle Maximum Load Weight
Container Type Minimum Fill Percentage
File Ref: document.doc (v. )Company Confidential - For internal use only
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General Planning
Attribute Name Value Attribute Name Value
Inventory Planning Method Make or Buy
Planner
Min-Max Quantity:
Minimum Maximum
Order Quantity:
Minimum Maximum
Cost:
Order Carrying %
Source:
Type Organization
Subinventory
Safety Stock:
Method Bucket Days
Percent
Fixed Order Quantity
Fixed Days Supply
Fixed Lot Size Multiplier
File Ref: document.doc (v. )Company Confidential - For internal use only
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MPS/MRP Planning
Attribute Name Value Attribute Name Value
Planning Method Shrinkage Rate
Forecast Control Acceptable Early Days
Pegging Round Order Quantities
Exception Set
Repetitive Planning:
Overrun % Acceptable Rate +
Acceptable Rate -
MPS Planning:
Calculate ATP Demand Time Fence
Reduce MPS Demand Time Fence Days
Planning Time Fence Release Time Fence
Planning Time Fence Days Release Time Fence Days
Demand Time Fence
Demand Time Fence Days
Release Time Fence
Release Time Fence Days
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Lead Times
Attribute Name Value Attribute Name Value
Preprocessing Variable
Processing Cumulative Manufacturing
Postprocessing Cumulative Total
Fixed Lead Time Lot Size
Work in Process
Attribute Name Value Attribute Name Value
Build in WIP
Supply:
Type Supply Locator
Subinventory
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Order Entry
Attribute Name Value Attribute Name Value
Customer Ordered Ship Model Complete
Customer Orders Enabled Collateral Item
Shippable Returnable
Internal Ordered RMA Inspection Required
Internal Orders Enabled Check ATP
OE Transactable ATP Rule
Pick Components Picking Rule
Assemble to Order Default Shipping Organization
ATP Components
Invoicing
Attribute Name Value Attribute Name Value
Invoiceable Item Tax Code
Invoice Enabled Sales Account
Accounting Rule Payment Terms
Invoicing Rule
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Service
Attribute Name Value Attribute Name Value
Support Service:
(Enabled) Service Duration Value
Warranty Service Duration Period
Coverage
Serviceable Product:
(Enabled) Billing Type
Service Starting Delay Days
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Purchase Items/PO: Define Item Relationships
Purchasing>Items>Item Relationships
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Relationships between Items. This allows you to search for items through these relationships.
<Item Relationships><From> <To>
Item Description Item Description Type Reciprocal
<Item Description>
From
To
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Document Controls/PO: Define Line Types
Purchasing>Setup>Purchasing>Line Types
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to update and define Line Types.
<Line Types>
Name Description Value Basis Category Receipt Required
UOM Price Outside Processing
Inactive Date
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Document Controls/PO: Start AutoSubmit
Other>Requests>Run
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to start the AutoSubmit process, which is an Oracle Alert.
<Run this Request…>
Request Name
Parameters
Language
<At these Times…>
At these times
<Upon Completion…>
Save all output files
Notify
Print to
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
System Options/PO: Define Financial Options
Purchasing>Setup>Organizations>Financial Options
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to enter various Financial Options.
<Financial Options>
Accounting
Future Period Limit
<GL Accounts>
Liability
Prepayment
Discount Taken
Rate Variance Gain
Rate Variance Loss
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Encumbrance
Use Requisition Encumbrance
Encumbrance Type
Reserve at Completion
Use PO Encumbrance
PO Encumbrance Type
Invoice Encumbrance Type
Human Resources
Business Group
Expense Check Address
Use Approval Hierarchies
<Employee Number>
Method
Next Automatic Number
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Supplier - Payables
Payment Terms
Payment Method
Receipt Acceptance Days
Always Take Discount
Pay Alone
Supplier - Purchasing
Ship-To-Location
Bill-To-Location
Inventory Organization
FOB
Ship Via
Freight Terms
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Supplier Entry
RFQ Only Site
Hold Unmatched Invoices
<Supplier Number>
Supplier Number
Entry
Type
Next Automatic Number
Tax
Default Tax Name
<VAT>
VAT
Member State
VAT Registration Number
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
System Options/PO: Define Purchasing Options
Purchasing>Setup>Organizations>Purchasing Options
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to set up your system Options. Oracle Purchasing lets you define specific categories of system Options when you enter one of the following values in the Additional Purchasing Options field.
<Purchasing Options>
Default
Requisition Import Group-By
Rate Type
Minimum Release Amount
Taxable
Price Break Type Price Type
Quote Warning Delay RFQ Required
Receipt Close (%) Invoice Close (%)
Line Type Invoice Matching
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Control
Price Tolerance (%) Enforce Price tolerance
Enforce Full Lot Quantity Display Disposition Messages
Receipt Close Point Notify if Blanket PO Exists
Cancel Requisitions Allow Item Description Update
Enforce Buyer Name
Enforce Vendor Hold
Accrual
Accrue Expense Items
Accrue Inventory Items
Expense AP Accrual Account
Accrual Account Description
Internal Requisition
Order Type
Order Source
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Tax Defaults
Hierarchy
Ship-To Location
Item
Supplier Site
Supplier
Financial Options
Numbering
Entry Type Next Number
RFQ NumberAutomatic Numeric
Quotation NumberAutomatic Numeric
PO NumberAutomatic Numeric
Requisition NumberAutomatic Numeric
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
System Options/PO: Define Receiving Options
Purchasing>Setup>Organizations>Receiving Options
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define the Options that govern receipts in your system.
<Receipt Date>
Days Early
Days Late
Action
<Over Receipt Control>
Tolerance
Action
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
<Miscellaneous>
Allow Substitute Receipts
Allow Unordered Receipts
Allow Express Transactions
Allow Cascade Transactions
Allow Blind Receiving
Receipt Routing
Enforce Ship-To
ASN Control Action
<Receipt Number Options>
Entry Type Next Receipt Number
Receiving Accrual Account
Account Description
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
System Options/PO: Receiving Transaction Processor
Purchasing>Reports>Run
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to set Standard Report Submission parameters to run the Receiving Transaction Processor at specified intervals so that your pending transactions are processed as often as required.
<Run this Request…>
Request Name
Parameters
Language
<At these Times…>
At these times
<Upon Completion…>
Save All Output Files
Notify
Print To
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
System Options/PO: Define Concurrent Processes
System Administrator>Concurrent>Manager>Define
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define Concurrent Processes for Purchasing.
<Concurrent Manager>
Manager
Enabled
Short Name
Application
Description
Type
Data Group
Cache Size
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
<Parallel Concurrent Processing Details>
Node System Queue Platform
Primary
Secondary
<Program Library>
Name
Application
Specialization Rules
Include / Exclude Type Application Name
Work Shifts
Work Shift Description Processes Sleep Seconds
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
System Options/PO: Define Vendors
Purchasing>Supply Base>Suppliers
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define your Suppliers.
<Supplier Summary>
Supplier Name Number Taxpayer ID
Tax Registration Number
Terms Inactive After
Supplier Type
Employee Name
Employee Number
One Time
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
Open and Closed Issues for this Deliverable
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date
File Ref: document.doc (v. )Company Confidential - For internal use only
Document Control iv
Doc Ref:
![Ds-030 Purchasing Setup Document[1] Satish[1]](https://img.dokumen.tips/doc/110x75/543ee9ddb1af9f840b8b4ba9/ds-030-purchasing-setup-document1-satish1.jpg)
