-PURCHASING MODULE-

Define Supplier:

Supplier BaseSupplier

Enter the Supplier name and click on ‘Sites’ to give the supplier location Details.

Go to the ‘Contacts’ tab to enter contact persons for that supplier.

select * from po_vendors where segment1='20072'--vendor_idselect * from po_vendor_sites_all where vendor_id='24935'-vendor_site_idselect * from po_vendor_contacts where vendor_site_id='5044'

Define Item:

ItemsMaster Items

Enter the item name and User item type. And go to ‘inventory tab’ check the ‘Inventory item’ and ‘Stockable’ attributes.

Go to ‘Purchasing tab’ and check the purchased, purchasable and user approved supplier Attributes.

select * from mtl_system_items_b where segment1='P2P_item'

Defining Approved Supplier List:

Supplier Base Approved Supplier List

Enter the item and Supplier name:

Select * from po_approved_supplier_list where item_id='86065'

Define Buyer:

Define the employee Make that employee as buyer Assign this buyer to User to get this buyer as default when we raise the PO.

Define the employee: Go to HRMS Manger ResponsibilityHRMS ManagerPeopleEnter and Maintain

Click on ‘New’ Button to define the new employee.

Select * from per_all_people_f where last_name='P2P_employee'

Give employee name, gender, Action as ‘Create employment’, Action as ‘Create employment’, Person type for action as ‘buyer’, Social Security number and Birth Date.

Make that employee as buyer:Go to ‘Purchasing Super User’ ResponsibilitySetupPersonnelBuyers

Click on ‘New Buyer’ button

Enter the Employee name

Select * from po_agents_v where Agent_name='P2P_employee,'

Assign this buyer to User to get this buyer as default when we raise the Requisition or RFQ or PO.Go to ‘System Administrator’ Responsibility.SecurityUserDefine

Give the Person (Buyer Name)

select * from fnd_user where user_name like 'PVOORUGONDA'

Requisitions:Requisition is the document, creates by the employee whenever he requires materials.Internal Requisition/Internal sales order: Internal Requisition/Internal Sales Order provides the mechanism for requesting and transferring material from one inventory organization to other inventory organization.Purchase Requisition: Internal Requisition/Internal Sales Order provide the mechanism for requesting the material from outside the organization.

RequisitionsRequisitions

Click on ‘Distributions’ button to say from which account has to be charged.

And then click on ‘Approve Button’ to approve the requisition. Select * from po_requisition_headers_all where segment1='5717' select * from po_requisition_lines_all where REQUISITION_HEADER_ID='56975' select * from po_req_distributions_all where REQUISITION_LINE_ID='60923'

Request for Quotations:It is the document prepared by the organization and send to different suppliers to receive the quotations.

There are three types of quotations and RFQs that come withPurchasing by default:

Catalog: Used for high–volume items or items for which your supplier sends you information regularly. A Catalog quotation or RFQ also includes price breaks at different quantity levels.

Standard: Used for items you’ll need only once or not very often, but not necessarily for a specific, fixed quantity, location, and date. For example, you could use a Catalog quotation or RFQ for office supplies, but use a Standard quotation or RFQ for a special type of pen you don’t order very often. A Standard quotation or RFQ also includes price breaks at different quantity levels.

Bid: Used for a specific, fixed quantity, location, and date. For example, a Bid would be used for a large or expensive piece of equipment that you’ve never ordered before, or for an item that incurs transportation or other special costs. You cannot specify price breaks for a Bid quotation or RFQ.

RFQ’s and QuotationsRFQ’s

Click on ‘Price Breaks’ button to give the discounts.

Click on ‘Terms’ button to give terms and conditions.

Payment Terms: How we will pay the money whether 50% first month remaining in next month or all money at once..

Freight Terms: Mode of Shipment by air, ship or rail.Carrier: like professional, dtdcFOB (foot on board): who is responsible for goods vendor or carrier if any damages occurs.

Click on Suppliers button to whom we have to send the RFQ.

select * from po_headers_all where segment1='333' Type_lookup_code: rfq or quotation or typePO

Quote_type_ lookup_code: which type. for ex: if Type_lookup_code is rfq then Quote_type_ lookup_code may be catalog or standard or bid. it wont populate for PO

select * from po_lines_all where po_header_id=33479select * from po_line_locations_all where po_line_id=38610

Quotations: Suppliers will send the quotations. We can create the quotations as creating the RFQ’sRFQ’s and QuotationsQuotations

Purchase Orders:

Standard Purchase order: You create standard purchase order when you know terms and conditions, goods, price, account distribution, delivery schedule and quantity.

Blanket Purchase Agreements

You create blanket purchase agreements when you know the detail of the goods or services you plan to buy from a specific supplier in a period, but you do not yet know the detail of your delivery schedules(delivery schedule and shipment place). You can use blanket purchase agreements to specify negotiated prices for your items before actually purchasing them.

Blanket Releases

You can issue a blanket release against a blanket purchase agreement to place the actual order (as long as the release is within the blanket agreement effectivity dates).

Contract Purchase Agreements

You create contract purchase agreements with your suppliers to agree on specific terms and conditions without indicating the goods and services that you will be purchasing. You can later issue standard purchase orders referencing your contracts, and you can encumber these purchase orders if you use encumbrance accounting.

Planned Purchase Orders

A planned purchase order is a long-term agreement committing to buy items or services from a single source. You must specify tentative delivery schedules and all details for goods or services that you want to buy, including charge account, quantities, and estimated cost.

Scheduled Releases

You can issue scheduled releases against a planned purchase order to place the actual orders. If you use encumbrance accounting, you can use the planned purchase order to reserve funds for long term agreements. You can also change the accounting distributions on each release and the system will reverse the encumbrance for the planned purchase order and create a new encumbrance for the release.

Standard PO:

Purchase OrdersPurchase Orders

Click on ‘Shipment’ Button

Click in ‘Distributions’ button:

click on ‘Receiving controls’ Button

Contract PO:

Issuing Standard purchase order by referring above contract po. Purchase OrdersPurchase Orders

Go to ‘Lines’ tab to enter the items

Enter shipments, distributions and Recieveing control details as we have created in Standard purchase order.

Blanket PO:

Releasing the Blanket PO:Purchase OrdersReleases

Enter the Distributions, Agreement (terms and conditions) and Receiving Controls detials as we mentioned in Standard PO.

Planned Purchase Order:

Enter shipments, distributions and Recieveing control details as we have created in Standard

purchase order.

Releasing the Planned POPurchase OrdersReleases

Enter the Distributions, Agreement (terms and conditions) and Receiving Controls detials as we mentioned in Standard PO.

select * from po_headers_all where segment1='4606'Type_lookup_code will tells which type of PO is..select * from po_lines_all where po_header_id='33484'select * from po_line_locations_all where po_line_id='38615'select * from po_distributions_all where line_location_id='73053'

Receipts:Receipt is the document will be given to supplier while we receiving the goods.

ReceivingReceiptsEnter the purchase order number and click on ‘Find’ Button

Check the New Receipt or Add to Receipt

Go to ‘Lines’ tab:Check the lines and Save it.

Select * from rcv_shipment_headers where receipt_num='7504'select * from rcv_shipment_lines where shipment_header_id='86432'select * from rcv_transactions where shipment_line_id=92371

Match Approval:Match Approval is one of the option at shipment level (in ‘More’ tab) while creating purchase order at shipment level. Based on the match approval receipt name will be going to change.

2wayCheck whether goods came or not thats all. We wont count quantity or we wont check whether good are fine are not.3way We count the quantity but we wont check whether good are fine are not.4way We count the quantity and we check whether good are fine are not.

Receipt TypesDirect Delivery (if match approval is 2way)Inspection Required (if match approval is 3way)Standard Receipt (if match approval is 4way)

SetupOrganizationsReceiving Options

Mention the Receipt Type in ‘Receipt Routing’

In Receipt page (ReceivingReceipts) we will get this receipt method in ‘Routing’ field.

Auto Create:Auto create is the option by which we can create RFQ’s and Purchase Orders directly by using from Requisitions.