Purchasing Set Ups

Purchasing

1. What are your pay group lookup codes?
2. What are your FOB lookup codes?
3. What are your Purchasing line types?
4. Set the Profile MO: Default Operating Unit as Blank for Setup User (Before Defining Purchasing Options)
5. Define Purchasing system options
6. Update your Purchasing document types
7. Define Standard Purchase Order Document Styles
8. What are your Purchasing Quality Inspection codes?
9. Define Purchasing transaction reasons
10. Set the Profile MO: Default Operating Unit as Blank for Setup User (Before Creating Requisition Templates)
11. What are your requisition templates?
12. Assign line items to your requisition templates
13. Who are your approved suppliers?
14. Do you want to add suppliers to your approved supplier lists?
15. Who are the buyers in your organization?
16. Define the profile option for Pricing Transaction entry
17. What is the line type to be used for contractor requests?
18. Concurrent Request: Submit Purchasing Workflow Background Processes
19. Profile Options for Purchasing.
20. Set the Profile MO: Default Operating Unit as Blank for Setupuser (Before Defining Purchasing Approval Groups)
21. In which organization will you be setting up your approval groups?
22. Set the profile option 'Utilities Diagnostics' to 'Yes' to disable the password prompt.
23. Set the profile option 'Utilities Diagnostics' to 'No' to enable the password prompt.
24. Setup your purchasing approval groups
25. Assign Purchasing approval groups to HR jobs
26. Define position hierarchies to be used in the purchasing
27. How would you like to arrange positions in hierarchy?
28. Submit request for Filling Employee Hierarchy.
29. Assign Purchasing approval groups to HR Position.
30. Define Purchasing Cost Factor
31. Set PO: Allow Referencing CPA Under Amendment profile variable at Organization or Site Level.
32. Open Purchasing Accounting Periods
33. Update your Internal Requisition Purchasing document type

Advanced Pricing for Purchasing Set ups:

1. Set Source System Code to Oracle Purchasing for SETUPUSER
2. Set Pricing Transaction Entity to Procurement for SETUPUSER
3. Setup Advanced Pricing Profile Options at Application Level for Purchasing
4. Define Price Lists For Purchasing
5. What are the items to be assigned to your Purchasing Price Lists?
6. Assign items with price break to the Purchasing Price list.
7. Update Purchasing price lists with Conversion criteria
8. What are the Freight based Pricing Modifiers for Purchasing?
9. What are the criteria to apply Freight based Modifiers for Purchasing?
10. Run Build Attribute Mapping Rule for Purchasing
11. What are the Freight based Pricing Modifiers Lines for Purchasing?
12. Identify the Criteria to Apply Freight based Modifier Lines for Purchasing.
13. Run Concurrent Request - QP: Build Attribute Mapping Rules for Purchasing
14. Reset Source System Code to Oracle Pricing for SETUPUSER
15. Reset Pricing Transaction Entity for SETUPUSER

Landed Cost Management Set ups:

1. Enable Inventory Organization for Landed Cost Management
2. Update Inventory Organization Receiving Parameters with LCM Accounts
3. Define Landed Cost Management Options
4. Define LCM Shipment Line Types
5. Define LCM Shipment Types
6. Associate LCM Shipment Line Types to LCM Shipment Type
7. Associate Party Types Allowed to LCM Shipment Type
8. Associate Party Types Usage to LCM Shipment Type
9. Associate Source Types Allowed to LCM Shipment Type
10. Setup Advanced Pricing Profile Options at Application Level for LCM
11. Set LCM UOM Classes profile variable at Site Level
12. Setup Landed Cost Management Profile Options at Responsibility Level for LCM and Purchasing

iProcurement Set Ups:

1. What are the line types to be used for non catalog requests?
2. What are your iProcurement catalogs?
3. Create stores to organize your catalogs
4. Assign catalogs to your stores
5. What are your iProcurement shopping categories?
6. Map shopping categories to categories in your central procurement system
7. What are the top-level categories that requesters can browse when looking for items?
8. Assign shopping categories to your top-level categories

Sourcing Set Ups:

1. Set up your Reusable Supplier Invitation Lists
2. Add additional suppliers to your Reusable Supplier Invitation List
3. Define reusable attribute lists that you can associate with your RFQ's
4. Add attributes to your attribute list
5. Enter acceptable response values for the attributes
6. Define your RFQ templates
7. Sourcing Post Setup Steps

iSupplier Portal Set Ups:

1. Setup iSupplier Portal profile options
2. Setup Manual iSupplier Portal profile options