Oracle Purchase Order Steps

PO Application will be used to capture the purchasing information.

Oracle is developed pre defined forms and as well as Concurrent Programs and other

related programs.Client Directley can use those forms and Programs or client

can customize the existing objects(Forms,Reports,Programs)

During the PO application flow we can find the three types of people

1)Requestor : Employee who require the materials

2)Preparer  : Employee who is going to prepare the Document

3)Buyer     : Employee who is having the authority to purchase the materials from the

              Suppliers.

Requisition: is one of the purchasing document will be prepared by the employee when

   ever he required the materials or Services or Training and so on.

we have two types of Requisitions 1)Internal

                                                 2)Purchase

Internal requisition will be created if materials are receiving from another Inventory

inside of the organization.

Purchase requisition will be created while purchasing the materials from the Suppliers.

Requisitions=>Requisitions

We will enter the Requisition at three level 1)Header

                                                                 2)Line

                                                                 3)Distributions.

Open the Requisition form enter the Reqno and select the type at Header level  Enter the Items information at line level like Item name,qty,unitprice,tax and so on select Distributions button enter the Distributions details.

Save

Select the Button called Approve button to go for approving the Requisition Document Open the Requisition summary form.

Enter the Reqno select find button we can find the Requisition status wether it is approved or not.

select Tools menu => View Action History to find the history details

Select Tools Menu  =>Control option to Cancel the requisition.

RFQ Document:(Request For Quotation)

=============

Once the Requisition is Approved Buyer will prepare thre RFQ document which will be delivered to the supplier. Supplier will respond for that with quotation.

we have Three types of RFQ documents

BID RFQ:This will be prepared for the secific fixed quantity and there won't be any

        PriceBraeaks(Discounts).

catalog RFQ: This will be create for te materials which we will purchase from the

        suppliers regularley , and large number of quantity. Here we can specify the

        Price Breaks.

Standard RFQ:  This will be prepared for the Items which we will purchase only once not very often,Here we can include the Discounts information at different auantity levels.

RFQ Information will be entered at 3 Level

  1)Headers

  2)Lines

  3)Price Breaks(CATALOG,STANDARD) or Shippments (Only for Bid RFQ)

Terms And Conditions:

While creation of the RFQ documents we will select the Terms button and we will enter

the terms abd condition details.

Payment Terms: When Organization is going to make the payment and Interest rates

Fright  Terms: Who is going to Bear the Tansportation chargers wether Buyer or Supplier

FOB(FreeOnBoard): If any materials damage or any missing quantity is there then the

             the responsiboility of those materials.

Carrier     : In which Transportation Company Organization Required Materials

              Transportation company Name.

Open the RFQ Form

RFQ and Quotations=>RFQ's

select TYpe and Dates and so on

enter the Items details at line level

select terms button enter the Terms and Condition Details

Select the Price Braks button enter the Price break details

Save

Select the suppliers button enter the suplier details (Who are receiving this Document)

Select the Button called Add from List to Include the supplier list automatically.

 Buyer Name     : TABLE (Internally buyer ID should pass)  - Optional

                          

RFQNo                                                                         Shipto

Type                                                                              Billto

Due   date                                                                     Curr

Close date                                                                     Total

creation date                                                     User(created_by)

Lineno    Item     UOM  Price   Shipno   Qty   Price  Discount  

-----                    

  

Quotations:

===========

Quotation is another purchasing document we will receive from the Supplier which

contains the supplier quote details , Price, Payment terms and so on.

Whatever the quotations we have received from the supplier we will enter in the system

through form.

We have three types of Quotations 1)Bid 2)Catalog 3)Standard

For Bid RFQ      we will  receive Bid      quotation from the Supplier

For Catalog RFQ  we will  receive Catalog  quotation from the Supplier

For Standard RFQ we will  receive Standard quotation from the Supplier.

After enter all the quotations in the system management will do quote analysis as per

that one best quotation will be elected as Purchase Order.

                                                Quotation Report                                              

 Item Name   (Table Value set MTL_SYSTEM_ITEMS_B   Segment1)

                                               

QuoteNo Type  Cdate Supplier Site ContactPerson Buyer   Created(UserName)

po_headers_all

po_lines_all

mtl_system_items_b

po_vendors

po_vendor_sites_all

po_vendor_contacts

per_all_people_f

fnd_user

Auto Create:

============

It is one of the Purchasing feature to create the RFQ and  PO documents automatically

by using requisition lines.

1)Create Requisition and approve

2)Open the AutoCreate form

3)Select Clear button enter the RequisitionNO

4)Select find button which will shows all the requisition lines

  select the lines whatever we want to include into the RFQ

5)select Action = Create to create new RFQ

                          AddTo  to add lines to exisiting to RFQ

6)Select DocumentType = RFQ   

7)select Automatic button which will create RFQ document automatically .

Purchase Order :

================

PO is one of the Main document which will be prepared and approved by the buyer and

send it to the supplier. which contains the following information

terms and Conditions

Items deails

Qty,Price

Distiribution and Shipment Details and so on.

We have four types of Purchase Order 1)STANDARD

                                                     2)PLANNED

                                                     3)BLANKET

                                                     4)CONTRACT                 

Purchase Orders=> Purchase Orders

Open the PO form enter the Inforamtion at header level select line level inforamtion

enter the items and quantity,price details

select shippments button enter the shippment details select the Distributions button

enter the Distribution Detauils.

Save

Select the Button called Approve (Uncheck Email Check Box) , Document will be submitted

for approval.

open the Purchase Order summary form  enter PO number Select Find button we can find

the status of the Purchase order.

Goto Tools menu

Action History => We can find who hs submitted for Approve /Reject /Cancel details

Copy Document  => To Create Another PO based on this PO

Control        => To Close the Purchase Order or to cancel the Purchase Order.

                            Purchase Order Report

                        =====================

POno   :                                   Buyer:

Potype :                                   Supplier:

ShipTo :                                   Supplier  Site:

BillTo  :                                   Contact           :

Cdate  :                                   Status :             POTotal  :

payment Terms:            Fright Charges:        FOB:    Carrier:

Lineno  Item  Desc  Qty  price  Shipno  ShiptoLoc  ShipToOrg Qty Distno Distqty Requestor

-----   ----  ----  ---  -----  ------   --------  --------- ---  -----  ------ ------