fusion agreement flow by nilesh

Fusion Procurement

Revision 1.0: September-2016

Fusion Process Flows - Procurement Agreement

PROJECT IDENTIFICATION

Project Name CPI/Project Number Project Type

Fusion Procurement Agreement

NA NA

Customer Name Customer Number Planned Start/Finish

NA NA NA

Executive Sponsor Project Sponsor Project Manager (Customer Name)

NA NA NA

Project Manager (NTT DATA) NTT DATA Delivery Director Integration Manager

NA NA NA

REVISION HISTORY

Date Document Version

Document Revision Description Author

16-MAY-2016 1.0 Draft Nilesh Kumar

2.0 Draft for review

3.0 Corrections

PREPARED , REVIEWED AND APPROVED BY

Name Title Date Approved

Nilesh Kumar Prepared by 16-09-16

Reviewed by

Approved by (Competency Lead)

Fusion Procurement


Fusion Agreement Flow

Configuration/Process Flows

Below I have expained with Screen shots the complete configuration and proces flows for BPA, CPA and using it for creating Standard Purchase order.

Blanket Purchase Agreement flow.

Click on Create Agreement. For checking the available agreements one can check the Manage

agreement and search with the available parameters.

Select the desired Style and key in the Operating unit and Supplier details and click on Create.

Fusion Procurement


Enter the highlighted details in the Main > General and terms Tab

Add a new line as this is a BPA and will require the item details.

In the Controls one can Automatic Order Creation Rules.

Fusion Procurement


One can choose the pre-defined contract terms or can upload a contract terms as a required per

the agreement.

The contract will show as Uploaded. One can refer these contracts as and when required.

Click on Submit.

A confirmation Popup will show up.

Fusion Procurement


Similar is the creation of Contract Purchase Agreement. The only difference would be that the

Line information will not be needed to be entered while creating a Contract.

In the Requisition Form Search the Item for which the Blanket Purchase Agreement is created.

Click on Add to requisition with the correct agreement number.

Click on Edit and Submit.

In the Source of the requisition one can find the BPA Detail.

Fusion Procurement


referring the Agreement while creating a Standard Purchase Order.

Click on Create order and enter the supplier information for which the agreement exist.

Click on lines and create new line. Enter the item for which the agreement exist.

The moment one will enter the Item number the agreement will be populated as shown below.

Fusion Procurement


Click for the submission of the Order.

In Addition to the above the session will show the price break in BPA lines and the flow of

Contract Purchase agreement.

Click on the pencil Icon in the BPA Line for editing the line.

Below screen shot depicts the setup for Price break in Blanket Purchase Agreement line.

Below Screen shot shows the use of the Price break in a Purchase order that is pointing to the

BPA for which we have defined the price break.

Fusion Procurement


Import Contract Agreements – We can perform Import after downloading the XML format from the Action and filling in the details and uploading the final XML form.

Initiate Retroactive Price Update – This is a concurrent request. If in BPA we have chosen for the Retroactive Pricing, this program completion for any specific BPA will modify all the Purchase Order referencing the Agreement which are not yet received.

Generate Approved Supplier List Entries – This is also a concurrent request to create the ASL entries without any hurdle.

Fusion Procurement


Contract Purchase Agreement flow (CPA).

Below screen shot shows the Contract Purchase Agreement (Please note there is no line.)

In the below screen shot we have shown that the control of CPA is slightly different from BPA as per the highlighted part.

Once Submitted the CPA will go to Open Status. As the auto approval is set.

Fusion Procurement


Note : There is no specific Approved status shown in any of the document (BPA / CPA/ Purchase Order)

References:

Oracle Metalink : https://support.oracle.com/

Oracle Procurement Cloud: Procurement Implementation Guide / Student Guide - D89501GC10

Oracle Fusion Applications Documentation, 11g Release 1 (11.1.4) http://www.oracle.com/technetwork/documentation/concept-11-1-4-1579280.html

https://support.oracle.com/

http://www.oracle.com/technetwork/documentation/concept-11-1-4-1579280.html

fusion agreement flow by nilesh

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