Service & Maintain DevelopDevelop Market Sell & Manage Orders Sell & Manage Orders Procure Fulfill...

Service & Maintain

Service & Maintain

DevelopDevelopDevelopDevelop

MarketMarket

Sell & ManageOrders

Sell & ManageOrders

ProcureProcure

FulfillFulfillPlanPlan

Manufacture

• Release Management• Shipping Execution• Inventory Management• WMS• Transportation Execution

• Release Management• Shipping Execution• Inventory Management• WMS• Transportation Execution

• Order management Advanced Pricing• Configurator• iStore

• Order management Advanced Pricing• Configurator• iStore

• Telesales• Trade Management• Incentive Compensation• Order Capture• Partners Online

• Telesales• Trade Management• Incentive Compensation• Order Capture• Partners Online

• Depot Repair• Field Service• Install Base• Service Contracts• Service Fulfillment Manager• Spares Management

• Depot Repair• Field Service• Install Base• Service Contracts• Service Fulfillment Manager• Spares Management

• Advanced Supply Chain Planning• Global Order Promising

• Advanced Supply Chain Planning• Global Order Promising

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

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

• Purchasing• iProcurement• Purchasing• iProcurement

• Oracle Product Lifecycle Management. Oracle Advanced product Catalog

• Oracle Product Lifecycle Management. Oracle Advanced product Catalog

Oracle Supply Chain Management Solutions

Create QuotationCreate Quotation(Optional)(Optional)


Create Create RequisitionRequisition


Create RFQCreate RFQ(Optional)(Optional)


Create PurchaseCreate PurchaseOrderOrder

Create PurchaseCreate PurchaseOrderOrderReceiveReceiveReceiveReceive

Inspect Inspect & Deliver& DeliverInspect Inspect

& Deliver& Deliver

Oracle Purchasing

Oracle Purchasing

Oracle iProcurement

Oracle iProcurement

Oracle INV

Oracle INV

Oracle INV

Oracle INV

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing

Oracle Mobile Supply Chain

Application


Application

Oracle WMS

Oracle WMS

Oracle Purchasing

Oracle Purchasing

A request for quotation (RFQ) is sent to a supplier to request pricingand other information for an item. A quotation is the supplier’s 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.

A request for quotation (RFQ) is sent to a supplier to request pricingand other information for an item. A quotation is the supplier’s 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 quotations electronically and import as Quotations (catalog). Review, analyze, evaluate and approve supplier quotations.

Record supplier quotations from a catalog, telephone conversation, or response from your RFQ. You can also receive quotations electronically 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 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 order’s 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 are ordering a service that you cannot break down by price and quantity

Create standard purchase order, BPA and blanket releases. Inform your suppliers of your shipment schedule requirements. Record supplier acceptances of your purchase order’s 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 are ordering 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.

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 Receiving Transactions window. If you want to perform an inspection transaction, you can open the Inspections window to specify accepted and rejected quantities.

Transfer and deliver goods using the Receiving Transactions window. If you want to perform an inspection transaction, you can open the Inspections window to specify accepted and rejected quantities. Oracle

WMSOracle WMS










& Deliver& Deliver

Oracle Purchasing

Oracle Purchasing

Oracle iProcurement

Oracle iProcurement

Oracle INV

Oracle INV

Oracle INV

Oracle INV

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing


Application


Application

Oracle WMS

Oracle WMS

Oracle Purchasing

Oracle Purchasing



Enter a line Type , the default for this field is from the Purchasing Options window. Line types are handled in three classes: amount–based, quantity–based, and outside processing. Enter the Quantity you want to request for the item. You can use the Catalog button to get price breaks for different quantities from catalog quotations or blanket purchase agreements.

Enter a line Type , the default for this field is from the Purchasing Options window. Line types are handled in three classes: amount–based, quantity–based, and outside processing. Enter the Quantity you want to request for the item. 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 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 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 be greater than or equal to the requisition creation date.

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 be greater than or equal to the requisition creation date.

Enter the Destination Type:Expense – The goods are delivered to the requestor at an expense location. The destination subinventory is not applicable.Inventory – The goods are received into inventory upon delivery. Shop Floor – The goods are delivered to an outside processing operation defined by Work in Process.

Enter the Destination Type:Expense – The goods are delivered to the requestor at an expense location. The destination subinventory is not applicable.Inventory – The goods are received into inventory upon delivery. Shop Floor – The 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.Save and Approve the document. The status will be changed to approved. Query the requisition and view its details.

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

The Requisition Import program operates in three phases. In the first phase, theprogram validates your data and derives or defaults additional information. Theprogram generates an error message for every validation that fails and creates a rowin the PO_INTERFACE_ERRORS table.

The Requisition Import program operates in three phases. In the first phase, theprogram validates your data and derives or defaults additional information. Theprogram generates an error message for every validation that fails and creates a rowin 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 this column 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.

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 this column 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.

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 theinterface tables, and creates a report which lists the number of interface records thatwere successfully imported and the number that were not imported. Launch the Requisition Import Exceptions Report to view detailed errors.

In the third phase, the program deletes all the successfully processed rows in theinterface tables, and creates a report which lists the number of interface records thatwere 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 requisitions DESTINATION_TYPE_CODE AUTHORIZATION_STATUS PREPARER_ID or PREPARER_NAME QUANTITY CHARGE_ACCOUNT_ID DESTINATION_ORGANIZATION_ID DELIVER_TO_LOCATION_ID DELIVER_TO_REQUESTOR_ID

Required Data for PO_REQUISITIONS_INTERFACE_ALL: INTERFACE_SOURCE_CODE to identify the source of your imported requisitions DESTINATION_TYPE_CODE AUTHORIZATION_STATUS PREPARER_ID or PREPARER_NAME QUANTITY CHARGE_ACCOUNT_ID DESTINATION_ORGANIZATION_ID DELIVER_TO_LOCATION_ID DELIVER_TO_REQUESTOR_IDRequired columns for PO_REQ_DIST_INTERFACE_ALL: CHARGE_ACCOUNT_ID or charge account segment values DISTRIBUTION_NUMBER DESTINATION_ORGANIZATION_ID DESTINATION_TYPE_CODE INTERFACE_SOURCE_CODE

Required columns for PO_REQ_DIST_INTERFACE_ALL: CHARGE_ACCOUNT_ID or charge account segment values DISTRIBUTION_NUMBER DESTINATION_ORGANIZATION_ID DESTINATION_TYPE_CODE INTERFACE_SOURCE_CODE










& Deliver& Deliver

Oracle Purchasing

Oracle Purchasing

Oracle iProcurement

Oracle iProcurement

Oracle INV

Oracle INV

Oracle INV

Oracle INV

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing


Application


Application

Oracle WMS

Oracle WMS

Oracle Purchasing

Oracle Purchasing



A request for quotation (RFQ) is sent to a supplier to request pricing and other information for an item. A quotation is the supplier’s response to that RFQ. You send an RFQ to a supplier by fax, making a phone call, or using Oracle iSupplierPortal. A supplier can send a quotation, whether or not in response to an RFQ, is through the Purchasing Documents Open Interface.

A request for quotation (RFQ) is sent to a supplier to request pricing and other information for an item. A quotation is the supplier’s response to that RFQ. You send an RFQ to a supplier by fax, making a phone call, or using Oracle iSupplierPortal. A supplier can send a quotation, whether or not in response to an RFQ, is through the Purchasing Documents Open Interface. If you don’t receive quotations electronically from your supplier, you can create the quotation manually using the Quotations window, or copy the quotation from anRFQ.

If you don’t receive quotations electronically from your supplier, you can create the quotation manually using the Quotations window, or copy the quotation from anRFQ.

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.

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 type can be a 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. • 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

RFQ type can be a 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. • 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 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.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 negotiation purposes.

All other line level information are copied from the Requisition. Enter an optional Target Price for the RFQ line for negotiation 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.Printed – The 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.Closed – Choose 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.

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.Printed – The 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.Closed – Choose 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.

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 theRFQ 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 tothe 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 wantYou might want to provide price discounts to indicate to the supplier the prices you would like to receive.










& Deliver& Deliver

Oracle Purchasing

Oracle Purchasing

Oracle iProcurement

Oracle iProcurement

Oracle INV

Oracle INV

Oracle INV

Oracle INV

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing


Application


Application

Oracle WMS

Oracle WMS

Oracle Purchasing

Oracle Purchasing



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.

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, and currency information for this supplier site in the Quotation Terms and Currency windows.

Enter a supplier Contact, Ship–To and Bill–To locations for the quotation. Enter the Supplier Quote number.

The Status can be ‘In Process’ – The initial status when you create the quotation. Active – Choose this status when the quotation is complete and you are ready to approve it. Only Active quotations can be approved.Closed – When 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 toacknowledge 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 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 orrequisitions. 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 Orders’Enter an active approval reason & name of the Approver










& Deliver& Deliver

Oracle Purchasing

Oracle Purchasing

Oracle iProcurement

Oracle iProcurement

Oracle INV

Oracle INV

Oracle INV

Oracle INV

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing


Application


Application

Oracle WMS

Oracle WMS

Oracle Purchasing

Oracle Purchasing



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

Released – For 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.P–Card – Purchasing 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 usedfor 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 PriceLimit 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.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 when you 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 the Amount 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 item’s price on this blanket purchase agreement when your supplier sends updated price/sales catalog information through the Purchasing Documents Open Interface.

In shipment tab specify the quantity, organization and ship to location, date you want your 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.

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.

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

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.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 Expense – The goods are delivered to the requestor at an expense location. The destination subinventory is not applicable.Inventory – The goods are received into inventory upon delivery. You can choose this option only if the item is stock enabled in the ship–to organization.Shop Floor – The 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 purchase order shipment that you want to charge to the Accounting Flexfield.

The terms are defaulted from the BPA terms defined before.

Create a Standard Purchase Order using autocreate window. The information appears here as it appears for a blanket release document.

Create a Standard Purchase Order using autocreate window. The information appears here as it appears for a blanket release document.

Approve the document..Approve the document..

PO_HEADERS_ALL

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_LINES_ALL

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

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.

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 catalog quotations 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 documentUPDATE: Updates Unit Price, Item Description, UOM, Price Breaks, Expiration Date

ORIGINAL: Original is one in which all information is new in your system.REPLACE: Replaces already-created blanket purchase agreements or catalog quotations 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 documentUPDATE: Updates Unit Price, Item Description, UOM, Price Breaks, Expiration Date

DOCUMENT_TYPE_CODE: STANDARD, BLANKET or QUOTATIONVENDOR_NAME VENDOR_SITE_CODE

DOCUMENT_TYPE_CODE: STANDARD, BLANKET or QUOTATIONVENDOR_NAME VENDOR_SITE_CODE

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

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

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 manuallyThe PO_HEADERS_INTERFACE, PO_LINES_INTERFACE, and PO_ DISTRIBUTIONS_INTERFACE tables are loaded manually

Launch the Purchasing Documents Open Interface programLaunch the Purchasing Documents Open Interface program

The Change Purchase Orders APIs provides the following public procedures:• 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.

The Change Purchase Orders APIs provides the following public procedures:• 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.declareresult 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 numnull, -- release num0, -- revision num’NEW’, -- actionnull, -- action date588, -- employee_id'N', -- accepted flag'On Schedule', -- acceptance lookup code'All valid', -- note'APITEST', --- interfacetypenull, -- transaction_id'1.0'); -- api versionresult := PO_CHANGE_API1_S.update_po(1263, -- po num1, -- release num1,-- revision1,-- line num1, -- shipment num5,-- qtynull, -- pricenull, -- date’Y’, -- launch approvalsnull, -- update source’APITEST’, -- interface typenull, -- txn id’1.0’); -- versiondbms_output.put_line(’result:’||result);EXCEPTIONWHEN OTHERS THENraise;end

declareresult 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 numnull, -- release num0, -- revision num’NEW’, -- actionnull, -- action date588, -- employee_id'N', -- accepted flag'On Schedule', -- acceptance lookup code'All valid', -- note'APITEST', --- interfacetypenull, -- transaction_id'1.0'); -- api versionresult := PO_CHANGE_API1_S.update_po(1263, -- po num1, -- release num1,-- revision1,-- line num1, -- shipment num5,-- qtynull, -- pricenull, -- date’Y’, -- launch approvalsnull, -- update source’APITEST’, -- interface typenull, -- txn id’1.0’); -- versiondbms_output.put_line(’result:’||result);EXCEPTIONWHEN OTHERS THENraise;end

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 PO_INTERFACE_ERRORS table with the detailed error messages. You can view transactions that failed validation by running the Purchasing Interface Errors Report.

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 PO_INTERFACE_ERRORS table with the detailed error messages. You can view transactions that failed validation by running the Purchasing Interface Errors Report.

DECLAREl_return_status VARCHAR2(1);BEGINfnd_global.apps_initialize(user_id, resp_id, resp_application_id);--call the Cancel APIPO_Document_Control_PUB.control_document (1.0, -- p_api_versionFND_API.G_TRUE, -- p_init_msg_listFND_API.G_TRUE, -- p_commitl_return_status,-- x_return_status’PO’, -- p_doc_type’STANDARD’, -- p_doc_subtypenull, -- p_doc_id’PO123, -- p_doc_numnull, -- p_release_idnull, -- p_release_numnull, -- p_doc_line_idnull, -- p_doc_line_numnull, -- p_doc_line_loc_idnull, -- p_doc_shipment_num’CANCEL’, -- p_actionSYSDATE, -- p_action_datenull, -- p_cancel_reason’N’, -- p_cancel_reqs_flagnull, -- p_print_flagnull ); -- p_note_to_vendor-- Get any messages returned by the Cancel APIFOR i IN 1..FND_MSG_PUB.count_msgLOOPDBMS_OUTPUT.put_line(FND_MSG_PUB.Get(p_msg_index => i,p_encoded => ’F’));END LOOP;END;

DECLAREl_return_status VARCHAR2(1);BEGINfnd_global.apps_initialize(user_id, resp_id, resp_application_id);--call the Cancel APIPO_Document_Control_PUB.control_document (1.0, -- p_api_versionFND_API.G_TRUE, -- p_init_msg_listFND_API.G_TRUE, -- p_commitl_return_status,-- x_return_status’PO’, -- p_doc_type’STANDARD’, -- p_doc_subtypenull, -- p_doc_id’PO123, -- p_doc_numnull, -- p_release_idnull, -- p_release_numnull, -- p_doc_line_idnull, -- p_doc_line_numnull, -- p_doc_line_loc_idnull, -- p_doc_shipment_num’CANCEL’, -- p_actionSYSDATE, -- p_action_datenull, -- p_cancel_reason’N’, -- p_cancel_reqs_flagnull, -- p_print_flagnull ); -- p_note_to_vendor-- Get any messages returned by the Cancel APIFOR i IN 1..FND_MSG_PUB.count_msgLOOPDBMS_OUTPUT.put_line(FND_MSG_PUB.Get(p_msg_index => i,p_encoded => ’F’));END LOOP;END;

The PO_Document_Control_PUB.control_document () PL/SQL procedure providesthe ability to cancel Purchasing documents directly through an API.

The PO_Document_Control_PUB.control_document () PL/SQL procedure providesthe ability to cancel Purchasing documents directly through an API.










& Deliver& Deliver

Oracle Purchasing

Oracle Purchasing

Oracle iProcurement

Oracle iProcurement

Oracle INV

Oracle INV

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Oracle INV Oracle

PurchasingOracle

Purchasing

Oracle Purchasing

Oracle Purchasing


Application


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Oracle Purchasing

Oracle Purchasing

ReceiveReceiveReceiveReceive

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

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.

Now Receiving transaction processor runs and may take a sec until this receipt is available for receiving.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 over–receipt checking nor displays a Quantity To Receive.

Select the line you want to receive. If you specify blind receiving at the system option level, Purchasing neither performs over–receipt checking nor displays a Quantity To Receive.

Enter Receipt date, Shipment number, Shipped Date, Packing Slip number, Waybill number, Freight Carrier, Bill of Lading, number of Containers, Received By person, Supplier or Customer ie. for supplier–sourced shipments, this is the supplier & for inventory–sourced shipments, this is the organization. If the field says Customer, this is the customer returning an item.

Enter Receipt date, Shipment number, Shipped Date, Packing Slip number, Waybill number, Freight Carrier, Bill of Lading, number of Containers, Received By person, Supplier or Customer ie. for supplier–sourced shipments, this is the supplier & for inventory–sourced 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.

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.










& Deliver& Deliver

Oracle INV

Oracle INV

Oracle Purchasing

Oracle Purchasing

Oracle iProcurement

Oracle iProcurement

Oracle INV

Oracle INV

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing

Oracle Purchasing


Application


Application

Oracle WMS

Oracle WMS

Oracle Purchasing

Oracle Purchasing

Inspect Inspect & Deliver& DeliverInspect Inspect & Deliver& Deliver

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

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, QuantityOrdered, 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 current line. 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 completed u can’t see this record here.

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 completed u can’t 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..

RCV_SHIPMENT_HEADERS

SHIPMENT_HEADER_ID

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

Receiving Open Interface is used for processing receipt data & ASNs.Receiving Open Interface is used for processing receipt data & ASNs.Load the receipt data into the RCV_HEADERS_INTERFACE and RCV_TRANSACTIONS_INTERFACE tables. Launch Receiving Open Interface program.

Load the receipt data into the RCV_HEADERS_INTERFACE and RCV_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’.

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 theRCV_SHIPMENT_HEADERS and RCV_SHIPMENT_LINES table if the columnAUTO_TRANSACT_CODE in the RCV_TRANSACTIONS_INTERFACE tablecontains 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 for processing ’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.

Receiving Transaction Processor performs these steps :Populates the RCV_SHIPMENT_HEADERS & RCV_SHIPMENT_LINES. Populates the RCV_TRANSACTIONS table for each row in theRCV_SHIPMENT_HEADERS and RCV_SHIPMENT_LINES table if the columnAUTO_TRANSACT_CODE in the RCV_TRANSACTIONS_INTERFACE tablecontains 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 for processing ’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 should be processed together.PROCESSING_STATUS_CODE: This columns indicates the status of each row in the RCV_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_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 should be processed together.PROCESSING_STATUS_CODE: This columns indicates the status of each row in the RCV_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:

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:

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

TRANSACTION_TYPE: This column indicates the transaction purpose code. It accepts values of ’SHIP’ for a standard shipment (an ASN or ASBN) or ’RECEIVE’ for a standard receipt.TRANSACTION_DATEPROCESSING_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 Interface Errors Report to view error details.Launch Receiving Interface Errors report and for ASBNs, the Purchasing Interface Errors Report to view error details.

The Receiving Open Interface does not support:: Serial numbering Separate receive and deliver transactions Corrections Returns Movement statistics Dynamic locators Receiving against Internal Orders Receiving against Inter-Organization transfers Receiving against Drop Ship Orders Receiving against RMAs

The Receiving Open Interface does not support:: Serial numbering Separate receive and deliver transactions Corrections Returns Movement statistics Dynamic locators Receiving against Internal Orders Receiving against Inter-Organization transfers Receiving against Drop Ship Orders Receiving against RMAs

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

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 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.

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, Rule number, 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 you expand a sourcing rule line, Purchasing opens a folder window that, asinstalled, displays the Rank, Commodity, Supplier Item, Line UOM, Line Price, Break Quantity, 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 the Order 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.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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