SCM Presentation10 Purchasing

8/13/2019 SCM Presentation10 Purchasing

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Service &

Maintain

Develop

Market

Sell & Manage

OrdersProcure

FulfillPlan

Manufacture

Release Management

Shipping Execution Inventory Management

WMS

Transportation Execution

Order managementAdvanced Pricing

Configurator iStore

Telesales Trade Management Incentive Compensation

Order Capture Partners Online

Depot Repair Field Service

Install Base Service Contracts Service FulfillmentManager Spares Management

Advanced Supply Chain

Planning

Global Order Promising

Cost Management Configure to Order Process Manufacturing Project Manufacturing Quality Work in Process

Purchasing

iProcurement

Oracle Product LifecycleManagement. Oracle Advanced productCatalog

Oracle Supply Chain Management Solutions


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Create Quotation

(Optional)

Create

Requisition

Create RFQ

(Optional)

Create Purchase

OrderReceive

Inspect

& Deliver

Oracle

Purchasing

Oracle

iProcurement

Oracle

INV

Oracle

INV

Oracle

Purchasing

Oracle

Purchasing

OracleMobile Supply Chain

Application

Oracle

WMS

OraclePurchasing

A request for quotation (RFQ) is sent to a supplier to request pricing

and other information for an item. A quotation is the suppliers

response to that RFQ. Identify requisitions that require supplier

quotations and automatically create a RFQ Or create manually and

send it thru Fax or iSupplier portal.

Record supplier quotations

from a catalog, telephone

conversation, or response

from your RFQ. You can

also receive quotationselectronically and import

as Quotations (catalog).

Review, analyze, evaluate

and approve supplier

quotations.

Create requisition to procure goods and service with

supplier information, delivery instructions, multiple

accounting distributions, and notes to buyers, approvers,and receivers.

Create standard purchase order, BPA and blanket releases.

Inform your suppliers of your shipment schedule requirements.

Record supplier acceptances of your purchase orders terms and

conditions. Provide a quantity and price for each item you are

ordering. Alternatively, you should also be able to create your

purchase order simply by providing an amount if you areordering a service that you cannot break down by price and

quantity

Enter goods and service receipt information against

the PO using routing controls viz: Direct delivery,

standard receipt or standard receipt with inspection.

Transfer and deliver goods

using the ReceivingTransactions window. If

you want to perform an

inspection transaction, youcan open the Inspections

window to specify

accepted and rejected

quantities.

OracleWMS


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Create Quotation

(Optional)

Create

Requisition

Create RFQ

(Optional)

Create Purchase

OrderReceive

Inspect

& Deliver

OraclePurchasing

OracleiProcurement

Oracle

INV

Oracle

INV

Oracle

Purchasing

Oracle

Purchasing


Application

Oracle

WMS

Oracle

PurchasingCreateRequisition


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Enter a line Type , the default for this field is from the Purchasing Options window.

Line types are handled in three classes: amountbased, quantitybased, and outside

processing.

Enter the Quantity you want to request for the i tem. You can use the Catalog button to

get price breaks for different quantities from catalog quotations or blanket purchase

agreements.

Enter Requisition type, which can be Purchase Requisition or Internal Requisition. The

Preparer defaults to ur employee name.

Enter the name of the Requestor. The default is the requisition preparer. Enter the

Organization, delivery location, Subinventory.

Enter the Source type. Inventory or the Supplier source type. For the Supplier source

type, enter the suggested Supplier, Supplier Site, Contact, and Phone. For the Inventory

source type, enter the Organization and Subinventory.

Enter the unit Price for the item. If you create a requisition line for an amount based line

type, Purchasing sets the price to 1, and you cannot change it. Enter the Need By

date-time for the requested items. This is required only for planned items. It should begreater than or equal to the requisition creation date.

Enter the Destination Type:

ExpenseThe goods are delivered to the requestor at an expense location. Thedestination subinventory is not applicable.

InventoryThe goods are received into inventory upon delivery.

Shop FloorThe goods are delivered to an outside processing operation defined by

Work in Process.

Save and Approve the document. The status will be changed to approved. Query the

requisition and view its details.


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PO_REQUISITION_HEADERS_ALL

REQUISITION_HEADER_ID

PREPARER_ID

SEGMENT1

SUMMARY_FLAG

ENABLED_FLAG

START_DATE_ACTIVE

END_DATE_ACTIVE

DESCRIPTION

AUTHORIZATION_STATUS

NOTE_TO_AUTHORIZER

TYPE_LOOKUP_CODE

TRANSFERRED_TO_OE_FLAG

ON_LINE_FLAG

PRELIMINARY_RESEARCH_FLAG

RESEARCH_COMPLETE_FLAG

PREPARER_FINISHED_FLAG

PREPARER_FINISHED_DATE

AGENT_RETURN_FLAG

AGENT_RETURN_NOTE

CANCEL_FLAG

USSGL_TRANSACTION_CODE

GOVERNMENT_CONTEXT

DOCUMENT_TYPE_CODE

BLANKET_PO_HEADER_ID

BLANKET_PO_LINE_NUM

CURRENCY_CODE

INTERFACE_SOURCE_CODE

INTERFACE_SOURCE_LINE_ID

CLOSED_CODE

ORG_ID

PO_REQUISITION_LINES_ALL

REQUISITION_LINE_ID

REQUISITION_HEADER_ID

LINE_NUM

LINE_TYPE_ID

CATEGORY_ID

ITEM_DESCRIPTION

UNIT_MEAS_LOOKUP_CODE

UNIT_PRICE

QUANTITY

DELIVER_TO_LOCATION_ID

TO_PERSON_ID

SOURCE_TYPE_CODE

ITEM_ID

ITEM_REVISION

QUANTITY_DELIVERED

SUGGESTED_BUYER_ID

ENCUMBERED_FLAG

RFQ_REQUIRED_FLAG

NEED_BY_DATE

LINE_LOCATION_ID

PO_REQ_DISTRIBUTIONS_ALL

DISTRIBUTION_ID

REQUISITION_LINE_ID

SET_OF_BOOKS_ID

CODE_COMBINATION_ID

REQ_LINE_AMOUNT

REQ_LINE_QUANTITY

ENCUMBERED_FLAG

GL_ENCUMBERED_DATE

GL_ENCUMBERED_PERIOD_NAME


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The Requisition Import program operates in three phases. In the first phase, the

program validates your data and derives or defaults additional information. The

program generates an error message for every validation that fails and creates a row

in the PO_INTERFACE_ERRORS table.

In the second phase, the program groups and numbers the validated requisition lines. If

you specify a value in the REQ_NUMBER_SEGMENT1 column of the

PO_REQUISITIONS_INTERFACE_ALL table, all lines with the same value for thiscolumn are grouped together under a requisition header. If you provide a value in the

GROUP_CODE column, all lines with the same value in this column are grouped

together under a requisition header.

Insert a single row into PO_REQUISITIONS_INTERFACE_ALL and PO_REQ_

DIST_INTERFACE_ALL table for each requisition line that you import. Then launch

Requisition Import program.

In the third phase, the program deletes all the successfully processed rows in the

interface tables, and creates a report which lists the number of interface records that

were successfully imported and the number that were not imported. Launch the

Requisition Import Exceptions Report to view detailed errors.

Required Data for PO_REQUISITIONS_INTERFACE_ALL:

INTERFACE_SOURCE_CODE to identify the source of your imported requisitionsDESTINATION_TYPE_CODE

AUTHORIZATION_STATUS

PREPARER_ID or PREPARER_NAMEQUANTITY

CHARGE_ACCOUNT_ID

DESTINATION_ORGANIZATION_ID

DELIVER_TO_LOCATION_ID

DELIVER_TO_REQUESTOR_ID

Required columns for PO_REQ_DIST_INTERFACE_ALL:

CHARGE_ACCOUNT_ID or charge account segment valuesDISTRIBUTION_NUMBER

DESTINATION_ORGANIZATION_IDDESTINATION_TYPE_CODE



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Create Quotation

(Optional)

Create

Requisition

Create RFQ

(Optional)

Create Purchase

OrderReceive

Inspect

& Deliver

Oracle

Purchasing

Oracle

iProcurement

Oracle

INV

Oracle

INV

Oracle

Purchasing

Oracle

PurchasingOracle

Mobile Supply ChainApplication

Oracle

WMS

OraclePurchasing

Create RFQ

(Optional)


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A f i (RFQ) i li i i d h


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A request for quotation (RFQ) is sent to a supplier to request pricing and other

information for an item. A quotation is the suppliers response to that RFQ. You send

an RFQ to a supplier by fax, making a phone call, or using Oracle iSupplier

Portal. A supplier can send a quotation, whether or not in response to an RFQ, is

through the Purchasing Documents Open Interface.

If you dont receive quotations electronically from your supplier, you can create the

quotation manually using the Quotations window, or copy the quotation from an

RFQ.

You can create RFQs directly from requisitions using Autocreate Documents window.

You need to enter the RFQ type. Then click on create and review the RFQ.

RFQ b C l U d f hi h l i i f hi h


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RFQ type can be a Catalog: Used for highvolume 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 i tems youll need only once or not very often, but not necessarily

for a specific, fixed quantity, location, and date. Bid: Used for a specific, fixed quantity, location, and date. Eg. for a large or expensive

equipment or for an item that incurs transportation or other special costs

Enter ship-to, bill-to locations and Due Date & Close Date for your suppliers to reply.

Enter the Reply/Receive Via code for the method you want the supplier to use to send

the quotation viz: mail, telephone, or FAX.

All other line level information are copied from the Requisition. Enter an optional Target

Price for the RFQ line for negotiat ion purposes.

The status of RFQ initially is In Process. It can be Active Choose this status when

the RFQ is complete and you are ready to send it to your suppliers. Only Active RFQs

are printed.PrintedThe status assigned to the RFQ when you have printed at least one copy of it.

You must change the status to Active if you want to reprint the RFQ.

ClosedChoose this status to close the RFQ when all suppliers have responded or

when you no longer want responses. When you close an RFQ, Purchasing deletes all

follow up notifications associated with it.

E t th li t hi h thi RFQ ill b t Y l d l t li f


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Enter the suppliers to which this RFQ will be sent. You can also delete suppliers from

the RFQ until you have printed the RFQ for them.

Enter the Payment terms, Freight terms, Carrier, FOB for the RFQ.

Include In Next RFQ Printing check box is checked when you add a supplier. After you

print the RFQ for a supplier, Purchasing deselects this field. If you want to reprint the

RFQ for a supplier, you must use this window to select the field again.

Select the Add From List button in the RFQ Suppliers window to open the Supplier

Lists modal window. Select any supplier list for which you want to copy all suppliers to

the RFQ.

Navigate to the RFQ Price Breaks window for Quotation Class of Catalog.

Enter the Quantity and unit Price for the RFQ price break line. Leave this field blank if

you want the supplier to provide a price independent of the price you want

You might want to provide price discounts to indicate to the supplier the prices you

would like to receive.


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Create Quotation

(Optional)

Create

Requisition

Create RFQ

(Optional)

Create Purchase

OrderReceive

Inspect

& Deliver

Oracle

Purchasing

Oracle

iProcurement

Oracle

INV

Oracle

INV

Oracle

Purchasing

Oracle

PurchasingOracle


Oracle

WMS

Oracle

Purchasing

Create Quotation

(Optional)


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You can Copy quotations directly from RFQs using Tools >Copy Document You can


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You can Copy quotations directly from RFQs, using Tools->Copy Document. You can

also manually create a quotation and reference to the RFQ against which , you are

creating this.

Enter a unique number for the quotation. In the Type field, enter Standard quotation.

You can also manually provide an RFQ number against which , you are creating this.

Enter a supplier name and site name. Purchasing uses the default terms, conditions, andcurrency information for this supplier site in the Quotation Terms and Currency

windows.

Enter a supplier Contact, ShipTo and BillTo locations for the quotation. Enter the

Supplier Quote number.

The Status can be In Process The initial status when you create the quotation.

ActiveChoose this status when the quotation is complete and you are ready to approveit. Only Active quotations can be approved.

ClosedWhen you enter a quotation, you provide an expiration date for it. Purchasing

sends you a notification when the quotation approaches expiration using the warning

delay you provided in the quotation header. You can manually close the quotation to

acknowledge the notification.

Select Approval Required to indicate that approval is required to purchase goods based

on this quotation. The Response Date is the date you actually received the quotation.

Enter the beginning and ending Effective Dates for the quotation. Purchasing displays

your name as the Buyer. You can forward the quotation to another buyer by choosing

the name of this buyer from the list of values. The buyer you enter receives all

notifications regarding this quotation.

Use the Analyze Quotations window to review and approve general or specific quotation


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Use the Analyze Quotations window to review and approve general or specific quotation

information for an item. You need to approve quotation shipments if you want

requestors or buyers to be able to reference the shipments on purchase orders or

requisitions. Purchasing lets you approve quotation shipments for specific purposes so

that you can control the use of your sourcing information.

Enter the approval Type which can be All Orders ie. all types of purchase orders andRequisitions or Purchase Agreements or Requisitions or Standard Purchase OrdersEnter an active approval reason & name of the Approver


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Create Quotation

(Optional)

Create

Requisition

Create RFQ

(Optional)

Create Purchase

OrderReceive

Inspect

& Deliver

Oracle

Purchasing

Oracle

iProcurement

Oracle

INV

Oracle

INV

OraclePurchasing

Oracle

PurchasingOracle


Oracle

WMS

Oracle

Purchasing

Create Purchase

Order


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Query the Quotation document you want to copy, then choose Copy Document from


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Q y Q y py, py

the Tools menu.

Enter the To document type as BPA. Other valid doc types are listed here ...

Choose the purchase order Type: Standard Purchase Order, Planned Purchase Order,


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p yp , ,

Blanket Purchase Agreement, Contract Purchase Agreement.

For blanket and contract purchase agreements only, enter the total Amount Agreed. This

is the amount you have agreed to spend with the supplier.

For blanket or contract purchase agreements, check the Global box to indicate that this

is a global agreement that can be assigned to other operating units. This checkbox cannot

be deselected once you have saved the document. For standard and planned purchase

orders and blanket purchase agreements, enter line information for the header.

Enter the unit Price for the item. The default price is the list price for the item.

ReleasedFor blanket and contract purchase agreements, Purchasing displays the

current total amount Released. The amount released is 0.00 until you create releases

against the blanket purchase agreement or reference the contract on a standard purchase

order.

PCardPurchasing displays a procurement card number if the purchase order was

created from an iProcurement requisition that used a corporate credit card for the

purchase. Only the last four digits are displayed. Procurement cards can be used

for items with a Destination Type of Expense, for documents that do not contain a

Project number, and for standard purchase orders or releases only.

For planned purchase orders and blanket purchase agreements, check Allow Price

Override to indicate that the release price can be greater than the price on the purchase

agreement line. If you allow a price override, the release price cannot exceed the Price

Limit specified on the line. If you do not allow a price override, Purchasing displays on

the release this price from the purchase agreement and prevents you from updating it.

In Price reference tab, Enter the latest Market Price for the item. List price is defaulted

from Item set up.

Enter the Payment terms, Freight terms, Carrier, FOB for the Purchasing document.


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y , g , , g

If Pay on is Receipt then it will automatically generate an invoice for this purchase

order on receipt. The supplier site should be set up as a Payment on Receipt site in the

Supplier Sites window.

Select Confirming Order to indicate that the purchase order is a confirming order. A

confirming order is an order that you are submitting formally to confirm a verbal order

already placed with the supplier. For confirming orders, Purchasing prints the following

on the purchase order header: This is a confirming order. Do not duplicate.

Select Firm to indicate that the purchase order is firm. Firm your purchase order whenyou want to indicate to Master Scheduling/MRP or your manufacturing application that

it should not reschedule this purchase order shipment.

Select Supply Agreement if you want Oracle Supplier Scheduling to communicate

releases against this blanket purchase agreement to suppliers. Supplier Scheduling can

communicate releases against a blanket purchase agreement only when this option is

selected.

For planned purchase orders, blanket purchase agreements, and contract purchase

agreements, enter the Amount Limit (for the total of all releases) and the Minimum

Release Amount that can be released against this purchase order. For blanket and

contract purchase agreements, the Amount Limit must be equal to or greater than theAmount Agreed. Enter Effective from and to dates to limit the agreement controls by

time.

For blanket purchase agreements, enter a Price Update Tolerance only if you are

importing price/sales catalog information through the Purchasing Documents Open

Interface. The Price Update Tolerance specifies the maximum percentage increase

allowed to an items price on this blanket purchase agreement when your supplier sends

updated price/sales catalog information through the Purchasing Documents Open

Interface.


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Query the BPA and press new release. A new blanket release is generated for the BPA.


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In shipment tab specify the quantity, organization and ship to location, date you wantyour supplier to deliver the items on a purchase order line, and country of origin for the

items.

Taxable is selected if a tax code is associated with the item. The tax code defaults from

the following sources, in the following order:

The Purchase Order Preferences window. If you have specified a preferred tax code in

this window, Purchasing defaults this tax code onto the purchase order shipment.

The Tax Defaults region in the Purchasing Options window. If you have specified a tax

defaulting hierarchy in this window, Purchasing searches for and defaults the tax code

based on that tax defaulting hierarchy.

The Country of Origin displayed here defaults from the Approved Supplier List, if it is

defined there. If not, it defaults from the supplier site in the Supplier Sites window.

Blanket release 1 for BPA 4515 is created with other header defaults from the BPA.

View the status of the document line viz: how many are ordered, received and billed.

The destination type determines the final destination of the purchased items. Choose


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ExpenseThe goods are delivered to the requestor at an expense location. The

destination subinventory is not applicable.

InventoryThe goods are received into inventory upon delivery. You can choose this

option only if the item is stock enabled in the shipto organization.Shop FloorThe goods are delivered to an outside processing operation defined by

Work in Process. You can choose this option only for outside processing items.

Enter the Requestor and Deliver To location for this distribution. If the destination type

is Inventory, you can also enter the Subinventory.

Enter the Quantity (Amount, if using Oracle Services Procurement) of the purchaseorder shipment that you want to charge to the Accounting Flexfield.

The terms are defaulted from the BPA terms defined before.


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Create a Standard Purchase Order using autocreate window.


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The information appears here as it appears for a blanket release

document.


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Approve the document..


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PO_HEADERS_ALL PO_LINES_ALL


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PO_HEADER_ID

TYPE_LOOKUP_CODE

SEGMENT1

VENDOR_ORDER_NUM

SUMMARY_FLAG

ENABLED_FLAG

START_DATE_ACTIVE

END_DATE_ACTIVE

VENDOR_ID

VENDOR_SITE_ID

VENDOR_CONTACT_ID

SHIP_TO_LOCATION_ID

BILL_TO_LOCATION_ID

AGENT_ID

TERMS_ID

SHIP_VIA_LOOKUP_CODE

FOB_LOOKUP_CODE

PO_LINE_ID

PO_HEADER_ID

LINE_TYPE_ID

LINE_NUM

ITEM_ID

ITEM_REVISION

CATEGORY_ID

ITEM_DESCRIPTION


QUANTITY_COMMITTED

COMMITTED_AMOUNT

ALLOW_PRICE_OVERRIDE_FLAG

NOT_TO_EXCEED_PRICE

LIST_PRICE_PER_UNIT

UNIT_PRICE

QUANTITY

PO_LINE_LOCATIONS_ALL

LINE_LOCATION_ID

PO_HEADER_ID

PO_LINE_ID

QUANTITY

SHIP_TO_LOCATION_ID

NEED_BY_DATE

PROMISED_DATE

QUANTITY_RECEIVED

QUANTITY_ACCEPTED

QUANTITY_REJECTED

QUANTITY_BILLED

QUANTITY_CANCELLED


PO_RELEASE_ID

PO_DISTRIBUTIONS_ALL

PO_DISTRIBUTION_ID

PO_HEADER_ID

PO_LINE_ID

LINE_LOCATION_ID

DESTINATION_TYPE_CODE

DESTINATION_ORGANIZATION_ID

DESTINATION_SUBINVENTORY

SET_OF_BOOKS_ID

CODE_COMBINATION_ID

QUANTITY_ORDERED

PO_RELEASE_ID

QUANTITY_DELIVERED

PO_RELEASES_ALL

PO_RELEASE_ID

PO_HEADER_ID

RELEASE_NUM

AGENT_ID

RELEASE_DATE

REVISION_NUM

APPROVED_FLAG

APPROVED_DATE

PRINT_COUNT

PRINTED_DATE

ACCEPTANCE_REQUIRED_FLAG

ACCEPTANCE_DUE_DATE

HOLD_BY

HOLD_DATE

Lookup type code can be

standard, blanket, quotation,

RFQ or contract


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You can import standard purchase orders, blanket purchase agreements or catalog

quotations Replace or Update Blanket purchase agreements and quotations Standard


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Sample columns in Headers_interface table:

PROCESS_CODE: Set it to PENDING. After processing it shows as ACCEPTED,

REJECTED or NOTIFIED.ACTION: ORIGINAL, REPLACE or UPDATE.

ORIGINAL: Original is one in which all information is new in your system.

REPLACE: Replaces already-created blanket purchase agreements or catalogquotations with new documents containing the new information. First, it looks

for documents that have same document type (DOCUMENT_TYPE_CODE),

supplier (VENDOR_ID) and supplier document number (VENDOR_DOC_

NUM) with the existing supplier document number (VENDOR_ORDER

_NUM) as the replacement document

UPDATE: Updates Unit Price, Item Description, UOM, Price Breaks,

Expiration Date

DOCUMENT_TYPE_CODE: STANDARD, BLANKET or QUOTATION

VENDOR_NAMEVENDOR_SITE_CODE

quotations. Replace or Update Blanket purchase agreements and quotations. Standard

purchase orders can only be imported as new documents. You can update your item

master and, for blanket purchase agreements and quotations, apply sourcing rules and

release generation methods to the imported item.

Launch Purge Purchasing Documents Open Interface Processed Data program to purge

PO interface data. This program removes data that has been accepted or rejected, not

data that is still pending.

Launch Purchasing Interface Errors Report to view errors. If you want to purge data

from the Purchasing Interface Errors table, set the Purge Data field to Yes

The PO_HEADERS_INTERFACE, PO_LINES_INTERFACE, and PO_

DISTRIBUTIONS_INTERFACE tables are loaded manually

Launch the Purchasing Documents Open Interface program


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The Change Purchase Orders APIs provides the following public procedures:

record acceptance Record the acceptance or rejection of a purchase order by a

The API will return a numeric zero if the update was successful and a numeric one if

some error was encountered When an error is encountered the APIs will update the


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record_acceptance - Record the acceptance or rejection of a purchase order by a

supplier.

update_po - Update a standard purchase order or release changes of quantity, price,

and promise date.

declare

result number := null;

begin

-- Do not forget to commit after the result returns 0 and rollback if result returns 1.

-- This needs to change as per your application.

fnd_global.apps_initialize(1318, 50578, 201);

result := PO_CHANGE_API1_S.record_acceptance(

1261, --po num

null, -- release num

0, -- revision num

NEW, -- action

null, -- action date

588, -- employee_id

'N', -- accepted flag

'On Schedule', -- acceptance lookup code

'All valid', -- note'APITEST', --- interfacetype

null, -- transaction_id

'1.0'); -- api version

result := PO_CHANGE_API1_S.update_po(

1263, -- po num

1, -- release num

1,-- revision

1,-- line num

1, -- shipment num

5,-- qty

null, -- price

null, -- date

Y, -- launch approvals

null, -- update source

APITEST, -- interface type

null, -- txn id

1.0); -- version

dbms_output.put_line(result:||result);EXCEPTION

WHEN OTHERS THEN

raise;end

some error was encountered. When an error is encountered the APIs will update the

PO_INTERFACE_ERRORS table with the detailed error messages. You can view

transactions that failed validation by running the Purchasing Interface Errors Report.

The PO_Document_Control_PUB.control_document () PL/SQL procedure provides

the ability to cancel Purchasing documents directly through an API


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DECLARE

l_return_status VARCHAR2(1);

BEGIN

fnd_global.apps_initialize(user_id, resp_id, resp_application_id);

--call the Cancel API

PO_Document_Control_PUB.control_document (

1.0, -- p_api_version

FND_API.G_TRUE, -- p_init_msg_list

FND_API.G_TRUE, -- p_commit

l_return_status,-- x_return_status

PO, -- p_doc_type

STANDARD, -- p_doc_subtypenull, -- p_doc_id

PO123, -- p_doc_num

null, -- p_release_id

null, -- p_release_num

null, -- p_doc_line_id

null, -- p_doc_line_num

null, -- p_doc_line_loc_idnull, -- p_doc_shipment_num

CANCEL, -- p_action

SYSDATE, -- p_action_date

null, -- p_cancel_reason

N, -- p_cancel_reqs_flag

null, -- p_print_flag

null ); -- p_note_to_vendor

-- Get any messages returned by the Cancel API

FOR i IN 1..FND_MSG_PUB.count_msg

LOOP

DBMS_OUTPUT.put_line(FND_MSG_PUB.Get(p_msg_index => i,p_encoded => F));END LOOP;

END;

the ability to cancel Purchasing documents directly through an API.


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Create Quotation

(Optional)

Create

Requisition

Create RFQ

(Optional)

Create Purchase

OrderReceive

Inspect

& Deliver

OraclePurchasing

OracleiProcurement

OracleINV

OracleINV Oracle

Purchasing

OraclePurchasing


Application

Oracle

WMS

OraclePurchasing

Receive


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Receipt routing is defined in Receiving options window and at supplier site level.

I h h d h i i l i d d f l h l hi h


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For receiving against the PO 4515 release 1, we shall use standard receipt ie. We need to

first enter receipt info and then deliver using the receiving transactions.

In the purchase document, the receiving controls window defaults the value , which can

be overridden. As per this value the receiving transactions will be done. The various

options are Direct Delivery, Standard Receipt, or Inspection Required.

Enter Receipt date, Shipment number, Shipped Date, Packing Slip number,Waybill number, Freight Carrier, Bill of Lading, number of Containers, Received


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Now Receiving transaction processor runs and may take a sec until this receipt is

available for receiving.

Select the line you want to receive. If you specify blind receiving at the system

option level, Purchasing neither performs overreceipt checking nor displays a

Quantity To Receive.

y , g , g, ,

By person, Supplier or Customer ie. for suppliersourced shipments, this is the

supplier & for inventorysourced shipments, this is the organization. If the field

says Customer, this is the customer returning an item.

Enter the Destination Type: Receiving, Expense, Inventory, or Shop Floor. This

determines the final destination of the received items. Enter the receiving

Location., Requestor. For the Inventory destination type, enter the Subinventory,

stock Locator. (when the item and/or the subinventory have locator control

enabled) & Country of Origin.


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Create Quotation

(Optional)

CreateRequisition

Create RFQ

(Optional)

Create Purchase

OrderReceive

Inspect

& Deliver

OracleINV

OraclePurchasing

OracleiProcurement

OracleINV

Oracle

Purchasing

OraclePurchasing


Application

Oracle

WMS

OraclePurchasing

Inspect

& Deliver


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In the Transactions tabbed region, you can view Destination Type, Item number,Revision number, Item Description, Location, Person, Subinventory, and stock Locator.


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Select the line for which you want to enter a receiving transaction. If a material shortage

exists for the item, a message appears. Displaying shortage messages for certain items is a

setup option. From the message, you can view details of where in your organization the

demand exists for the item. You can then make the item available with a high priority.

Enter the transaction Quantity, Destination Type, Location, Subinventory, stock

Locator.

In the Details tabbed region, you can view Packing Slip number, Supplier Lot number,

Reason code, Hazard class, and UN Number.

In the Order Information tabbed region, you can view Oder Type, Order number,

Release number, Line number, Shipment number, Supplier or Customer, Quantity

Ordered, UOM, and Due Date.

In the Outside Services tabbed region, you can view Job/Schedule, Line, Operation

Sequence, and Department.

In the Quantity field, enter the positive or negative correction quantity for the currentline. For controlled items, you can select the Lot & Serial button to navigate to the Lot

Number and Serial Number windows.

Again until Receiving transaction processor runs and completes the delivery action,You can see it in transaction status summary UI as status pending. After it is


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completed u cant see this record here.

Now check all the transactions in Receiving Transactions summary UI.

View the PO release to check the received quantity is reflected or not..


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RCV_SHIPMENT_HEADERS

SHIPMENT_HEADER_ID


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RECEIPT_SOURCE_CODE

VENDOR_ID

VENDOR_SITE_ID

ORGANIZATION_ID

SHIPMENT_NUM

RECEIPT_NUM

SHIP_TO_LOCATION_ID

BILL_OF_LADING

PACKING_SLIP

SHIPPED_DATE

FREIGHT_CARRIER_CODE

EXPECTED_RECEIPT_DATE

EMPLOYEE_ID

NUM_OF_CONTAINERS

WAYBILL_AIRBILL_NUM

COMMENTS

RCV_SHIPMENT_LINES

SHIPMENT_LINE_ID

SHIPMENT_HEADER_ID

LINE_NUM

CATEGORY_ID

QUANTITY_SHIPPED

QUANTITY_RECEIVED

UNIT_OF_MEASURE

ITEM_DESCRIPTION

ITEM_ID

ITEM_REVISION

VENDOR_ITEM_NUM

VENDOR_LOT_NUM

UOM_CONVERSION_RATE

SHIPMENT_LINE_STATUS_CODE

SOURCE_DOCUMENT_CODE

PO_HEADER_ID

PO_RELEASE_ID

PO_LINE_ID

PO_LINE_LOCATION_ID

PO_DISTRIBUTION_ID

REQUISITION_LINE_ID

REQ_DISTRIBUTION_ID

RCV_TRANSACTIONS

TRANSACTION_ID

TRANSACTION_TYPE

TRANSACTION_DATE

QUANTITY

UNIT_OF_MEASURE

SHIPMENT_HEADER_ID

SHIPMENT_LINE_ID

USER_ENTERED_FLAG


INTERFACE_SOURCE_LINE_ID

INV_TRANSACTION_ID

SOURCE_DOCUMENT_CODE

DESTINATION_TYPE_CODE

PRIMARY_QUANTITY

PRIMARY_UNIT_OF_MEASURE

UOM_CODE

EMPLOYEE_ID

PARENT_TRANSACTION_ID

PO_HEADER_ID

PO_RELEASE_ID

PO_LINE_ID

PO_LINE_LOCATION_ID

PO_DISTRIBUTION_ID

PO_REVISION_NUM

REQUISITION_LINE_ID


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Receiving Open Interface is used for processing receipt data & ASNs.

Load the receipt data into the RCV HEADERS INTERFACE and RCV

TRANSACTION_TYPE: This column indicates the transaction purpose code. Itaccepts values of SHIP for a standard shipment (an ASN or ASBN) or RECEIVE for

d d i


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p _ _ _

TRANSACTIONS_INTERFACE tables. Launch Receiving Open Interface program.

The pre-processor selects unprocessed rows in the RCV_HEADERS_INTERFACE table with a PROCESSING_STATUS_CODE of PENDING and a

VALIDATION_FLAG of Y.

Receiving Transaction Processor performs these steps :

Populates the RCV_SHIPMENT_HEADERS & RCV_SHIPMENT_LINES.

Populates the RCV_TRANSACTIONS table for each row in the

RCV_SHIPMENT_HEADERS and RCV_SHIPMENT_LINES table if the columnAUTO_TRANSACT_CODE in the RCV_TRANSACTIONS_INTERFACE table

contains a value of RECEIVE or DELIVER. Updates supply for accepted line items

in the tables MTL_SUPPLY and RCV_SUPPLY. Calls the Oracle Inventory module forprocessing DELIVER transactions. Calls the Oracle General Ledger module for

processing financial transactions, such as receipt-based accruals. Updates the

corresponding purchase orders with the final received and delivered quantities.

Required for RCV_HEADERS_INTERFACE table:

HEADER_INTERFACE_ID: Purchasing provides a unique-sequence generator to

generate a unique identifier for this column.

GROUP_ID: Purchasing provides a group identifier for a set of transactions that shouldbe processed together.

PROCESSING_STATUS_CODE: This columns indicates the status of each row in theRCV_HEADERS_INTERFACE table. The Receiving Open Interface selects a row for

processing only when the value in this column is PENDING.

RECEIPT_SOURCE_CODE: This column indicates the source of the shipment. It tells

the Receiving Open Interface whether the shipment is from an external supplier or an

internal organization. Currently, this column can accept a value only of VENDOR.

TRANSACTION_TYPE: This column indicates the transaction purpose code for the

shipment header. This column accepts a value of NEW or CANCEL.

VENDOR_NAMEVALIDATION_FLAG: This column indicates whether to validate a row before

processing it.

AUTO_TRANSACT_CODE: Perform a standard receipt (RECEIVE) or direct receipt

(DELIVER)

SHIPMENT_NUM: This column indicates the shipment number from the supplier

Required for RCV_TRANSACTIONS_INTERFACE:

INTERFACE_TRANSACTION_ID: Purchasing provides a unique-sequence generator

to generate a unique identifier for the receiving transaction line.

GROUP_ID:

a standard receipt.

TRANSACTION_DATE

PROCESSING_STATUS_CODEPROCESSING_MODE_CODE: This column defines how the Receiving Open

Interface is to be called. It accepts a value of BATCH only. You initiate one of these

values when you submit the Receiving Transaction Processor program through the

Submit Request window.

TRANSACTION_STATUS_CODE: This column indicates the status of the transaction

record. The Receiving Open Interface provides a value of ERROR or COMPLETED.QUANTITY: This column indicates the shipment quantity. The value in this column

must be a positive number.

Launch Receiving Interface Errors report and for ASBNs, the Purchasing InterfaceErrors Report to view error details.

The Receiving Open Interface does not support::

Serial numbering

Separate receive and deliver transactions

Corrections

Returns

Movement statisticsDynamic locators

Receiving against Internal OrdersReceiving against Inter-Organization transfers

Receiving against Drop Ship Orders

Receiving against RMAs


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The Supplier Item Catalog window helps to: Select prices for placing requisition and purchase orders.

Place source lines from the tabbed regions onto the Order Pad where you can modify


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Place source lines from the tabbed regions onto the Order Pad, where you can modify

them before placing them onto requisition and purchase order lines or onto new

requisitions.

Query the supplier item catalog by restricting the search criteria.

Open the Supplier Item Catalog by choosing the Catalog button on a requisition or

purchase order.

The Negotiated Sources tabbed region is a folder. As installed, it displays the Supplier,Item, Commodity, item Description, Supplier Item number, Line UOM, Line Price,

Break Quantity and Break Price


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Break Quantity, and Break Price.

The Prior Purchases tabbed region is a folder. As installed, it displays the Order Date,

Supplier, Item number, Commodity, item Description, UOM, Price, Supplier Item

number, Quantity, and Negotiated flag.

The Sourcing Rules tabbed region displays the Item number, Rank, Supplier, Rulenumber, and the rule Effective date range. You can expand and collapse sourcing rule

lines either by selecting the + and icons or from options on the Tools menu. When


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lines either by selecting the + and icons or from options on the Tools menu. When

you expand a sourcing rule line, Purchasing opens a folder window that, as

installed, displays the Rank, Commodity, Supplier Item, Line UOM, Line Price, BreakQuantity, and Break Price for documents referencing the rule.

The Requisition Templates tabbed region displays the Supplier, Item number,

Commodity, UOM, Price, Source Type, Supplier Item number, Template name,Template Description, and Buyer.

To select prices from the tabbed regions:

1. Select the Select Price Only check box, if you opened the Supplier Item Catalog from a

requisition . If you opened the Supplier Item Catalog from a purchase order, the Select

Price Only check box is already selected, and you cannot deselect it. You cannot use the

Order Pad if you have checked Select Price Only.You cannot use the Order Pad if you opened it from a Purchase Order window.

2. Move the cursor to the desired line in one of the tabbed regions.

3. Select the select button to copy the price of the current line to your target document

Choose the Add button to place the current line in the open tabbed region onto theOrder Pad. The cursor moves to the Order Pad, where you can select the Remove

button to return the current line to its original tabbed region.


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butto to etu t e cu e t e to ts o g a tabbed eg o .

You can enter or edit the following fields for an Order Pad line: Quantity, Price, Need

By date, Organization, Location, Destination Type, and Subinventory.

Choose the Select button to add the order pad lines to the requisition or purchase order

from which you accessed the catalog. This also closes the Supplier Item Catalog window.

To enter order pad options and defaults:

Select the Options button to open the Order Pad Options window. To view the current

order pad total: Select the Order Total button to open the Order Pad Total window.

The order pad information got copied on to the purchasing document here.


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SCM Presentation10 Purchasing

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