8/13/2019 SCM Presentation10 Purchasing
1/58
8/13/2019 SCM Presentation10 Purchasing
2/58
8/13/2019 SCM Presentation10 Purchasing
3/58
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
8/13/2019 SCM Presentation10 Purchasing
4/58
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
8/13/2019 SCM Presentation10 Purchasing
5/58
Create Quotation
(Optional)
Create
Requisition
Create RFQ
(Optional)
Create Purchase
OrderReceive
Inspect
& Deliver
OraclePurchasing
OracleiProcurement
Oracle
INV
Oracle
INV
Oracle
Purchasing
Oracle
Purchasing
OracleMobile Supply Chain
Application
Oracle
WMS
Oracle
PurchasingCreateRequisition
8/13/2019 SCM Presentation10 Purchasing
6/58
8/13/2019 SCM Presentation10 Purchasing
7/58
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.
8/13/2019 SCM Presentation10 Purchasing
8/58
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
8/13/2019 SCM Presentation10 Purchasing
9/58
8/13/2019 SCM Presentation10 Purchasing
10/58
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
INTERFACE_SOURCE_CODE
8/13/2019 SCM Presentation10 Purchasing
11/58
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)
8/13/2019 SCM Presentation10 Purchasing
12/58
A f i (RFQ) i li i i d h
8/13/2019 SCM Presentation10 Purchasing
13/58
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
8/13/2019 SCM Presentation10 Purchasing
14/58
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
8/13/2019 SCM Presentation10 Purchasing
15/58
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.
8/13/2019 SCM Presentation10 Purchasing
16/58
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
Oracle
Purchasing
Create Quotation
(Optional)
8/13/2019 SCM Presentation10 Purchasing
17/58
You can Copy quotations directly from RFQs using Tools >Copy Document You can
8/13/2019 SCM Presentation10 Purchasing
18/58
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
8/13/2019 SCM Presentation10 Purchasing
19/58
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
8/13/2019 SCM Presentation10 Purchasing
20/58
Create Quotation
(Optional)
Create
Requisition
Create RFQ
(Optional)
Create Purchase
OrderReceive
Inspect
& Deliver
Oracle
Purchasing
Oracle
iProcurement
Oracle
INV
Oracle
INV
OraclePurchasing
Oracle
PurchasingOracle
Mobile Supply ChainApplication
Oracle
WMS
Oracle
Purchasing
Create Purchase
Order
8/13/2019 SCM Presentation10 Purchasing
21/58
Query the Quotation document you want to copy, then choose Copy Document from
8/13/2019 SCM Presentation10 Purchasing
22/58
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,
8/13/2019 SCM Presentation10 Purchasing
23/58
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.
8/13/2019 SCM Presentation10 Purchasing
24/58
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.
8/13/2019 SCM Presentation10 Purchasing
25/58
Query the BPA and press new release. A new blanket release is generated for the BPA.
8/13/2019 SCM Presentation10 Purchasing
26/58
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
8/13/2019 SCM Presentation10 Purchasing
27/58
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.
8/13/2019 SCM Presentation10 Purchasing
28/58
Create a Standard Purchase Order using autocreate window.
8/13/2019 SCM Presentation10 Purchasing
29/58
The information appears here as it appears for a blanket release
document.
8/13/2019 SCM Presentation10 Purchasing
30/58
Approve the document..
8/13/2019 SCM Presentation10 Purchasing
31/58
PO_HEADERS_ALL PO_LINES_ALL
8/13/2019 SCM Presentation10 Purchasing
32/58
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
UNIT_MEAS_LOOKUP_CODE
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
UNIT_MEAS_LOOKUP_CODE
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
8/13/2019 SCM Presentation10 Purchasing
33/58
You can import standard purchase orders, blanket purchase agreements or catalog
quotations Replace or Update Blanket purchase agreements and quotations Standard
8/13/2019 SCM Presentation10 Purchasing
34/58
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
8/13/2019 SCM Presentation10 Purchasing
35/58
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
8/13/2019 SCM Presentation10 Purchasing
36/58
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
8/13/2019 SCM Presentation10 Purchasing
37/58
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.
8/13/2019 SCM Presentation10 Purchasing
38/58
Create Quotation
(Optional)
Create
Requisition
Create RFQ
(Optional)
Create Purchase
OrderReceive
Inspect
& Deliver
OraclePurchasing
OracleiProcurement
OracleINV
OracleINV Oracle
Purchasing
OraclePurchasing
OracleMobile Supply Chain
Application
Oracle
WMS
OraclePurchasing
Receive
8/13/2019 SCM Presentation10 Purchasing
39/58
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
8/13/2019 SCM Presentation10 Purchasing
40/58
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
8/13/2019 SCM Presentation10 Purchasing
41/58
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.
8/13/2019 SCM Presentation10 Purchasing
42/58
Create Quotation
(Optional)
CreateRequisition
Create RFQ
(Optional)
Create Purchase
OrderReceive
Inspect
& Deliver
OracleINV
OraclePurchasing
OracleiProcurement
OracleINV
Oracle
Purchasing
OraclePurchasing
OracleMobile Supply Chain
Application
Oracle
WMS
OraclePurchasing
Inspect
& Deliver
8/13/2019 SCM Presentation10 Purchasing
43/58
In the Transactions tabbed region, you can view Destination Type, Item number,Revision number, Item Description, Location, Person, Subinventory, and stock Locator.
8/13/2019 SCM Presentation10 Purchasing
44/58
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
8/13/2019 SCM Presentation10 Purchasing
45/58
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..
8/13/2019 SCM Presentation10 Purchasing
46/58
RCV_SHIPMENT_HEADERS
SHIPMENT_HEADER_ID
8/13/2019 SCM Presentation10 Purchasing
47/58
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_CODE
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
8/13/2019 SCM Presentation10 Purchasing
48/58
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
8/13/2019 SCM Presentation10 Purchasing
49/58
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
8/13/2019 SCM Presentation10 Purchasing
50/58
8/13/2019 SCM Presentation10 Purchasing
51/58
8/13/2019 SCM Presentation10 Purchasing
52/58
8/13/2019 SCM Presentation10 Purchasing
53/58
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
8/13/2019 SCM Presentation10 Purchasing
54/58
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
8/13/2019 SCM Presentation10 Purchasing
55/58
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
8/13/2019 SCM Presentation10 Purchasing
56/58
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.
8/13/2019 SCM Presentation10 Purchasing
57/58
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.
8/13/2019 SCM Presentation10 Purchasing
58/58
Top Related