Understanding Procure To Pay and Purchasing Lifecycle Overview

• Understanding Procure to Pay Lifecycle
• Understanding Purchasing Process
• Purchasing Integration

Enterprise Structure – Locations, Organizations, and Items

• Understanding the Enterprise Structure
• Defining Locations and Inventory Organizations
• Creating Units of Measure and Purchasing Category
• Item Attributes Defining and Maintaining Items
• Describing and Using Category Sets

Suppliers

• Overview of Suppliers
• Managing Supplier and Supplier Site Information
• Running Supplier Reports
• Understanding Financial Options and defining Supplier Profile Options

RFQs and Quotations

• Request for Quotation Lifecycle
• Creating and Maintaining Requests for Quotation and creating a Supplier List
• Understanding Quotations Lifecycle including creating and Maintaining Quotations
• Sending Notifications
• Defining RFQ and Quotations Profile Options

Approved Supplier Lists and Sourcing Rules

• Creating Approved Supplier Lists
• Understanding Supplier Statuses, Supplier-Commodity/ Item Attributes
• Understanding ASL Precedence
• Defining Sourcing Profile Options for Approvals

Requisitions

• Understanding the Requisition Lifecycle
• Requisition Structure and creating and Maintaining Requisitions
• Supplier Item Catalog and creating Requisition Templates
• Defining Requisition Profile Options and Running Requisition Reports

Purchase Orders

• Understanding Purchase Order Types
• Purchase Order Components and Record Structure
• Creating different types of Purchase Orders – Standard, Contract, Blanket etc
• Maintaining Purchase Orders and Identifying Key Reports
• Creating Global Agreements

Automatic Document Creation

• Understanding AutoCreate function
• Creating Purchase Documents from Requisitions
• Modifying Requisition Lines and running the Create Releases Program
• Understanding the PO Create Documents workflow

Receiving

• Receiving Locations and using Tolerances
• Receipt Routing and Processing Methods
• Entering Returns and Corrections
• Defining Profile Options

Professional Buyer’s Work Center

• Working with Buyer’s Work Center - Business Benefits, Creating Requisitions and POs
• Purchase Agreements in the Buyer’s Work Center
• Creating a Personalized Requisition View
• Understanding Implementation Considerations and using Document Styles
• Creating a Purchase Agreement in the Buyer's Work Center

Document Security, Routing and Approval

• Document Security and Access Levels
• Document Approval - Jobs and Positions
• Creating Position Approval Hierarchies and defining Document Security Levels
• Creating Approval Groups and defining Document Access Levels
• Using Oracle Workflow for Requisitions and Purchase Order Approvals

Purchasing Accounting

• Overview of Purchasing Accounting
• Closing the PO Period, Using foreign currency
• Purchasing Accounting Implementation Considerations
• Setup options and Accrual Reconciliation Process

Setup Steps

• Setting Up Document Sequences
• Setting Up Key Profile Options, Purchasing Options and Descriptive Flexfields
• Defining Purchase Order Matching and Tax Tolerances
• Defining Approval Groups and Assignments and setting Up Sourcing Rules and Assignments
• Performing Additional System Administration

Purchasing Administration

• Maintaining Oracle Purchasing Database Records
• Using Mass Update on Purchasing Documents
• Using Purchasing MassCancel and Mass Close of Purchasing Documents
• Understanding Purge and running the Purchasing Concurrent Processes