MRP PO Setup 99349

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PURPOSE

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When setting up the purchasing module to feed MRP correctly, you need to

know the basics. This document leads you through the basic setups required

and reveals some of the issues that have been problematic in the past.

PO SETUP QUICK CHECK FOR MRP PROCESSING

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1. Adding A Vendor.

a. Navigate to Purchasing Super User/Supply Base/Suppliers.

b. Add the Supplier Name and tab to Supplier Type. Click LOV and choose

Supplier.

c. Click the open button at the bottom right of form and add any

pertinent information in the alternate region.

d. Go to Site from the alternate region and click open. This brings up

the Supplier Sites form. In the Name box, type in a name of the

location (example: Colo Springs), not the name of the vendor.

Add the address, City, State and Postal Code/Zip code.

e. Tab to the Telephones region, add the information and SAVE.

2. Creating An Approved Supplier.

Using the Approved Supplier list form, input the information with

Release Method = Automatic Release. The Blanket number, the line

number, Supplier NAME and item number.

3. Creating a Buyer.

a. Navigate to Purchasing Super User/Setup/Personal/Buyers

b. Click the Green Plus in the tool bar, tab to the buyer field and

click on the LOV. Find the employee and double click.

c. Tab to the Ship-To field, click on the LOV and find the proper

Ship-To and SAVE.

4. Creating a Planner.

Navigate to Inventory / Set Up / Planners

Click on the green plus on the tool bar and do the following:

Name =

Description =

Employee = LOV

Electronic Mail Address = this is optional

Save

5. Creating Purchase Orders Using Autocreate.

a. Navigate to Purchasing/Auto Create Purchase Orders.

Assuming planned orders have been released from the MRP Planners

Workbench.

b. From the find requisition lines form, click the clear button and then

the find button to view all purchase order requisitions for all buyers

or from the alternate region input the Item or status information.

c. From the AutoCreate Documents Form find the item you want to create a purchase order for and hold down the Ctrl key on the keyboard. Left

mouse click and the row should be highlighted. Click the automatic

button at the bottom of the form.

d. From the New Document form add the vendor you want to use and click the

create button. At this point a pop-up window should appear that reads

"Autocreate completed successfully". Autocreated (number) requisition

lines onto document (number) which is the new Purchase Order number.

Click OK.

e. At this point you should be in the AutoCreate to Purchase Orders form.

From here all the information concerning the item you are purchasing

is filled in for you.

f. Click the shipments button and make any necessary change to the qty

being shipped. If no changes are needed, click the distributions

button.

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g. From the distributions form make any necessary changes. If no changes

are needed, do a COMMIT/SAVE.

h. Exit back to AutoCreate, to the Purchase Orders form, and click the

APPROVE button.

i. From the Approve Document form, check the Approve box and click ok.

6. Creating A Standard Purchase Order.

a. Navigate to Purchasing/Purchase Orders/Purchase Orders and create a

Purchase Order for an inventory item.

b. Tab to Supplier. Click the LOV and select a supplier. Note: site,

contact, ship-to and bill-to will default based on the original set-up.

c. Type in a description. Note: This is not required, however, it aids

in the query/search process later.

d. Tab down to the first line. Under Type, do a LOV and click on Goods.

Input Item number. The Rev, Category, Description and UOM will default.

Add Quantity and Price. Tab to Promised. Click the LOV and find

promise date.

Note: You can enter a need-by date that can be earlier than the

promised date. The reason a buyer would do this, would be for

expedite purposes.

e. Add supplier Item. This is not required. Tab to Note To Supplier and

add any pertinent information that you want printed on the Purchase

Order for the supplier to view.

f. Click the Shipments button at the bottom. All the information

automatically populates from the previous screen.

Note: If you input a quantity of 1000 pieces and want the quantity

broken down into monthly deliveries of 100, with the PO quantity

set at 1000, set the shipment schedule as follows.

- Tab to Quantity and input 100.

- Tab to Promised date and input the first delivery date.

- Arrow down to the next line and add the quantity and the

second delivery date.

Notice the total order Quantity changing each time you add a line.

The system tells you how much you have left to schedule.

g. When you complete the scheduling of your shipments, click the

Distributions button.

h. The information automatically populates as it did in the shipments

screen.

Note: You can change this information if necessary.

i. Commit your changes and save.

j. Pull down the Distributions screen and the Shipments screen by clicking

the X at the top right of each screen.

k. After you commit your changes, the system assigns a purchase order

number for you. This shows at the top left of the Purchase order

screen labeled (PO, REV).

l. At this point you should be back in the original Purchase Orders screen.

At the bottom right, the APPROVE BUTTON is enabled. Click on APPROVE.

m. If you have approval authority, click the APPROVE box, add any notes

that you feel may be important to this Purchase Order and click the

print Box.

n. If you do not have approval authority, click the forward box and

forward to the appropriate individual.

7. Setting Up Approvals.

a. Navigate to Purchasing Super User/Setup/Approvals/Approval Assignments

b. Navigate to Purchasing Super User/Setup/Approvals/Approval Groups

8. Creating a Blanket Purchase Order.

Create a blanket purchase order for an Inventory Item

Navigate to Purchasing / Purchase Orders / Purchase Orders

Click the LOV to choose the purchase order type and choose Blanket.

Select a supplier, note: site, contact and ship-to,

bill to will default based on the original set up.

Enter the buyer name, if the Enforce Buyer option in Purchasing is set

to yes, your name will default in.

Tab to Amt Agreed, and enter the amount you have agreed to


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spend with your supplier.

Type in a description, Note: this is not required but it will aid in a

query/search process later.

Click the terms button at the bottom and enter the effectivity dates

and a minimum release amount.

Save

Tab to the Items Alternate Region

Select Goods

Enter the item number

Rev, Catagory, and the description will default.

Enter the UOM

Enter the unit price

9. Releasing Against A Blanket From the MRP Workbench.

Is the production flag checked for the plan?

Navigate to Material Planning/MRP/Names select the plan and check the

Production box.

10. PO Profile Options.

a. PO: Use Enhanced Sourcing Rules is it set to YES?

Enhanced Sourcing Rules let you define relationships between the

approved supplier list and your business rules for sourcing items

and commodities.

b. PO: Release During ReqImport = YES

c. Set the site level profile option, "PO:Display the Autocreated Document"

to yes.

11. MULTI-ORG vs. SINGLE ORG.

a. If you are running multi-org, you have to run the create releases

program from a responsibility tied to the same operating unit in

which the requisition was created.

b. If you have tried everything else, look at the following statement:

If you have one operating unit, you are single org. To make sure,

check the FND_PRODUCT_GROUP table to see if multi_org_flag=N. If it

is 'N', you are single org. If it is yes, you are multi org. If you

are single org, navigate to the setup organization form in inventory.

You should not have your inventory org set to an operating unit. If

you are single org, the org_id should be null.

select product_group_id, multi_org_flag

from fnd_product_groups;

Note: One client had three orgs, but they were not running multi-org

(which is OK). Consider the following:

Org 1) standard business group (comes with app and not being used by

the client)

Org 2) mycomp -> master org and operating unit

Org 3) compworks -> operating unit and inventory org

On compworks, take out the reference to the operating unit and the

requisition is created.

12. HOW TO setup an item that will result in a requisition.

a. Create a new Item, "PG_GEAE"

b. Add the item to the approved supplier list and mention

(Automatic Release).

c. Set Profile option Use Enhance sourcing rules = Yes.

d. Create Blanket "7286".

e. Create a Sourcing Rule, PG_SOURCING. f. Assign Sourcing rules PG_SOURCING to the assignment set called ASN.

g. Set Profile option MRP:Default Sourcing Assignment Set = ASN.

h. Create a requisition and when selecting the item, the system

recognizes the blanket PO.

i. Running create should release successfully.

13. HOW TO setup an item that will result in a requisition using only the

"Approve Supplier List" and not the Sourcing rules option.

a. Create a new Item, "PG_GEAE2", item flag has "Approved supplier list"

b. Add the item to the Approved supplier list.

c. Create a Blanket PO and Approve.

d. Go back to the Approved supplier list, query the item and go to

Attribute. Input the blanket information of 3.

e. Create a requisition and you will see that the blanket is not getting

used.


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References

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Oracle Purchasing User's Guide (A56292-01)

Oracle Master Scheduling/MRP User's Guide (A58273-01)

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