Po

Oracle Applications Po Module

Created By: Uma pathy

Purchasing Module In PO module we need to purchase the items for our organization.Whether it is existed or new Items. If the Item existed, no need to create the item, if it is not existed we need to create. How to Create An Item? These stage is related to Inventory Module. Navigation is: Oracle Inventory =>Master Items Master Item Form: It will contains so many fields. Enter the Organization,Item and Description,other details and Save the window, then the Item(item information) will be available. The see the form below……………

Assign the Item to Corresponding Organization Here we need to Assign the Item to Specific Organization or to all Organizations. Navigation is: Tools =>Organization Assignment Window and query the Item,Assign to all

How to Define a Supplier We need to purchase an item from a supplier, the Supplier may be New or Existed , If the Supplier is new , we need to create a Supplier in the Database. Supplier is not existed then supplier as to define How to Define a supplier: Navigation:Oracle Purchasing=>Supplier Base=>Supplier Select the Above form and Enter New Supplier Name and Save the Form , It gives a number ,it is Supplier Number(It is not vendor_id, Segment1 in the po_vendors table) Later it will ask the sites information. We can Enter as many as number of sites as well as contact persons Information for Each sites. Database Tables for Suppliers For Suppliers: po_vendors For Sites: po_vendor_sites_all For Contact information:po_vendor_contacts

PO module Stages PO is having 5 stages 1.Requisition. 2.Request For Quotation(RFQ). 3.Quotations. 4.Purchase Orders. 5.Receipts

1.Requisition Stage Requisition is like getting the approval from superiors Requisition is 2 types: 1.Internal

2.Purchase

Internal Requisition aims to get the required materials with the Organization. Purchase Requisition aims to get the required materials out side of the organization I.e from suppliers. Enter the Details in Headers,Lines and Distribution levels. Navigation is: Oracle purchasing=>Requisitions=>Requisitions See the below Requisition form

Header information will be available in Po_requisition_headers_all table, Lines Information will be available in Po_requisition_lines_all tables. •Headers will contain the details like Number,type,status,preparer,Description,total amount information •Lines will contain the details like Item type,Item,Category,Description,Uom,unit price,Quantity etc •Once the Requisition process is completed(approved) then only we as to create RFQ.

2.Requisition for Quotation(RFQ) RFQ is aims to get a quotation from suppliers; RFQ consists of header, line, and shipment information. You can send the RFQ to as many suppliers you want and decide how much item information to provide to the suppliers. RFQ information will be captured in the following ways Header-Enter RFQ type,created date, ship_to, bill_to,status, Due date, Close Date,Buyer,Replay mode etc

Line:Enter RFQ number,Item type,Item,Revision number,Category,Description,UOM,Target Price, Supplier’s number, etc

Enter supplier information Enter currency information Enter terms and conditions information Enter shipment information-it will applicable only for Bid type Enter price break information

Navigation is: Oracle Purchasing=>RFQ's and quotations=>RFQ's Some of the back end tables for RFQ; Headers information:po_headers_all Lines information:po_lines_all

3.Quotations A Quotation is the supplier’s response to that RFQ. Quotation type must be depend on the RFQ type.

Type of RFQ and Quotation: 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. 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. 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.

Navigation is: Oracle Purchasing =>RFQ's and Quotations=>Quotations See the form model …………

It is similar to RFQ,In the Quotation also we need to fill Headers.lines,Shipment,Price Breaks,Currency,Terms and Conditions. Some Back end tables for Quotation;it means the information will be available in the below tables Headers information:po_headers_all Lines information:po_lines_all

4.Purchase Orders After analyzing the quotations, we will chose a best quotation and we will release a Purchase order. Navigation is:Oracle Purchasing=>Purchase Orders=>Purchase Orders. See the model form for references…

Enter the PO Type,Supplier,Supplier Site,Ship_to,bill_to,Buyer,Description of the PO,In the Headers. Enter the PO line number,Item Type,Item,Revision,Category,UOM,Unit Price,Quantity,Promised Date,Need By Date, In the Lines. Enter Currency,Terms and Conditions,Price Breaks,Shipments in their Respective Windows. After finishing all the stages we need to submit it for approval Once it is approved we send it to the Corresponding supplier. Some of the tables related to PO Header information: po_headers_all Line information:po_lines_all

How To Identify RFQ,Quotation,PO in the Data base RFQ,Quotation,PO’s information will be stored in same table Headers: po_headers_all Lines: po_lines_all We need to distinguish with a column as ”type_lookup_code” For REQ: type_lookup_code=‘RFQ’ For Quotation: type_lookup_code=‘Quotation’; For Purchase Orders: type_lookup_code=‘STANDARD’ OR ’BLANKET’ OR ‘PLANNED’ OR ‘CONTRACT’ Ex see the below query Select * from po_headers_all where type_lookup_code=‘RFQ’ --------It will gives only RFQ information

5.Receipts Receipts will contain the information about the received materials Navigation is:Purchasing=>Receiving=>Receipts In the form which you will get through the above path, Enter the PO number and Press the find Button,It will get Headers and Lines.

Header stage:

Enter the Receipt number. If automatic receipt numbering is enabled, this field is not enterable when you are creating a new receipt. Purchasing displays the receipt number if the shipment has been partially received.

Lines:

Select the line you want to receive. Enter the UOM of the item you are receiving. Enter the receiving Location. Enter the Requestor Save the transactions then you will get the receipt number

Some of the Tables in Receipts Receipt Headers: Rcv_shipment_headers Receipt Lines:

Rcv_shipment_lines

Receipt Transaction: Rcv_transactions Match Approvals 2-way

Purchase order-Invoice

3-way

Purchase order-Receipt-Invoice

4-way

Purchase order-Receipt-Inspection- Invoice

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