PO WorkSheet

8/2/2019 PO WorkSheet

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P1_USER1---1234567

P1_USER2---1234567

P1_USER3---1234561)Create Menu

Application > Menu

2)Create Request Group

Security>Responsibility > Request


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3)Create Responsibilities

P1_RESP1 with application as ManufacturingP1_RESP2 with application as Manufacturing,

P1_RESP3 with application as Manufacturing,

P1_HRMS with application as Human Resource.Security > Responsibility > Define


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4)Attach the responsibility to the user and also attach P1_HRMS responsibility to the user.Security>User > Define


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And similarly for all users.

5) Logon to P1_USER16) Create Accounting Calendar

GL>Setup >Financials > Calendar > Accounting


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7) Create SOB with Operations Accounting Flex as Chart Of Accounts


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8) Assign Profiles to SOB

Profile Name-GL Set Of Books to P1_RESP1,P1_RESP2,P1_RESP3Go to System Admin,

Assign HR:User Type to E7_RESP1,E7_RESP2,E7_RESP3 and E7_HRMS with HR with

Payroll user.Save it

9) Open Periods for the P1_SOB1

GL>Setup > Open / Close


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10) Creation of Location

IJNV: Setup > Organization > Location


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Save it.

11) Creation of Work Day Calendar (WDC)

INV: Setup > Organization > Calendar


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Click on Workday Pattern


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Go to Others,Select Business Group Info


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Then OK.13)Attach HR Classification to BG

Create a new line in P1_BG1 screen as HR Organization.


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Save it.

14) Go to System Administration

Profile > SystemAssign Profile HR: Security Profile to P1_BG1(Our Business Group) to P1_RESP1,

P1_RESP2, P1_RESP3 and P1_HRMS

15)Create Org Legal Entity.INV:Setup > Org > Org

Click on New

Name- P1_LE1Type-Area Headquarters.


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Click on OthersAdditional Information-Legal Entity Accounting.

And here u need to assign the SOB.

16) Create Org Operating UnitINV:Setup : Org > Org


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Go to OthersOperating Unit Information -Attach the Legal Entity and SOB here.

17)Assign Profile MO Operating Unit to operating unit P1_OU1 at responsibility

level to the P1_RESP1, P1_RESP2, P1_RESP3 responsibilities by go through SystemAdministrator Responsibility.


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18) 18.Go to System AdministratorRun Replicate Seeded Dataprogram.

Give the parameters as our Operating unit.

19) Create IMO(Item Master Organization) the role of IMO, it is a repository where we cancreate INV ORG, Sub Inv and Locators. when we create an item , the item gets

automatically assigned to the IMO.

INV:Setup > Organization > OrganizationClick on New.

Name-PI_IMO1

Type-Plant


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Click on OthersAccounting Information-Here we attach our SOB, Legal Entity and Operating Entity.

Inventory Information- Tools > Copy Organization and give Vision Operations.


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Go to General Tab,


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Receiving Information


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Save it.

20)Create Child Org.

P1_INV1P1_INV2

21)Open inv accounting periods.

INV:Accounting Close Cycle:Inventory Accounting Periods.And open the periods.

22)Create Jobs like consultant, Project Lead, Project Manager.

HR:Workstructure >Job>Descriptions

Click on New

Enter job code as P1_CON and Job name as Consultant


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Similarly do job code as P1_PL and job name as P1_Project Lead

Similarly do job code as P1_PM and job name as P1_Project Manager.

23)Create Positions

HR:Workstructure > Positions >Descriptions.Click on New

Enter position code as P1_CS and Position name as Consultant_Support


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Give FTE = 1 in Hiring Information.

Click on NewEnter position code as P1_PLS and Position name as Project lead Support

And Position code as P1_PMS and Position name as Project Manager Support.

24)Create Employment

HR:People >Enter and Maintain

Last P1_EMP2Action Create Emploment

Gender-Female


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Save it.Click on Assignment.

Click on Position-P1_PLS.PROJECT LEAD SUPPORT.

Click on correction.

And similarly do for P1_EMP1 and P1_EMP3 and assign their positions.

25)Create Position Hierarchy.HR:Work Structure > Position Hierarchy

Name-P1_HIE1

Date From-10-Jul-2008Position Name-P1_PMS.PROJECT MANAGER SUPPORT

Click on sub ordinate

Name - P1_PLS.PROJECT LEAD SUPPORT

Save it.

Click on Down ArrowName - P1_CS.CONSULTANT SUPPORT

Save it.


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26)Run Fill Employee Hierarchy Concurrent program from PO.

27)Choose SOB.

PO>Set Of Books > ChooseSelect your SOB


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28)Fill Purchasing OptionsPO> Setup > Organizations > Purchasing Options

Receipt Accounting Tab


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Control Tab


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Default Tab


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Numbering Tab


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Tax Defaults Tab


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29) Fill Financial Options- Ship To,Bill To, Inv Org,Business Group and Use ApprovalHierarchy are the 5 important setups.

Accounting Tab


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Supplier Entry


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Supplier Payables


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Supplier PurchasingChoose your IMO


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Tax


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Human Resources


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NOTE:-

For a proper approval workflow, we need to setup the below 5 important points:-

1)Employee User Associations2)Document Type

3)Approval Group

4)Approval Assignments

5)Run Fill Employee Hierarchy

30)Attach Employee to UserSystem Administrator : Security > User > Define


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Similarly attach P1_USER2 to P1_EMP2 and P1_USER3 to P1_EMP3.

31) Verify the document Type for requisitions Owners can approve Checked andSecurity as Public.

PO:Setup > Purchasing > Document Type


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32)Create Approval Group(For each position we need to define the approval limits)

PO: Setup > Approvals > Approval GroupsFor Consultant Support


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For Project Lead


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For Project Manager


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33)Create Approval Assignment

PO:Setup > Approvals > Approval AssignmentsPosition - P1_CS.CONSULTANT SUPPORT

Document Type- Approve Purchase Requisitions

Approval Group - P1_CS_G1


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Similarly do for Position -P1_PLS.PROJECT LEAD SUPPORT

Document Type- Approve Purchase RequisitionsApproval Group - P1_PL_G1 and

Similarly do for Position - P1_PMS.PROJECT MANAGER SUPPORT

Document Type- Approve Purchase RequisitionsApproval Group - P1_PM_G1.

34)Check in Requitions, if u find line type as blank in Requisition screen.Then PO: Setup > Organization > Purchasing Options.

In Default tab,

Select Line type as Goods.


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Always create Item in Inventory Org

-Create Item P1_ITEM1

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