Oracle R12 Purchasing (PO) (STA_FPOR12)

Oracle R12 Purchasing (PO) Training Course

Course Contents - DAY 1

Course Introduction

• • Administration and Course Materials
• • Course Structure and Agenda
• • Delegate and Trainer Introductions

Session 1: OVERVIEW OF ORACLE PURCHASING

• • Overview of Oracle Purchasing
• • Matching Options
• • Integration with Oracle Payables

Session 2: SUPPLIER MANAGEMENT

• • Supplier Overview
• • Supplier Relationships
• • Contracts
• • Solicitations
• • Supplier Sites
• • Supplier Account Balances
• • Inquire on a Supplier
• • Add a Supplier
• • Amend an Existing Supplier
• • Merge Supplier/Supplier Sites
• • Add an Attachment to a Supplier Record
• • Create an Approved Suppliers List

Session 3: ITEM ATTRIBUTES AND SET UP

• • Create Master Items
• • Assign a Master Item to an Organization
• • Update Parameters Specific to an Organization
• • Copy Item Attributes from a Template
• • Create a Template
• • Set Attribute Controls

Session 4: RFQ AND QUOTATIONS

• • Add or Amend an Existing Supplier List
• • Create a New Supplier List
• • Create a New RFQ
• • Select the Suppliers who will receive the RFQ
• • Print the RFQ
• • Create an RFQ from a Requisition
• • Enter a Quotation

Session 5: APPROVED SUPPLIERS AND SOURCING RULES

• • Create Source Documents
• • Set Up Sourcing Rules
• • Assign the Sourcing Rules to an Item
• • Test the Sourcing Set Up
• • Create an Approved Supplier List
• • Test Autosourcing Set Up

Session 6: PURCHASE REQUISITIONING PROCESSING

• • Overview of Requisitioning
• • The Requisition Form
• • Overview of Approvals
• • Create a Requisition
• • Create a Requisition Using Preferences
• • Create a Foreign Currency Goods Requisition
• • Create a Foreign Currency Services Requisition
• • Add an Attachment to a Requisition
• • Review a Requisition
• • Approve/Reject a Requisition
• • View Action/Approval History
• • Cancel a Requisition
• • Requisition Templates
• • Supplier Item Catalog

Session 7: PURCHASE ORDER PROCESSING

• • Create a Standard Goods Purchase Order
• • Create a Standard Purchase Order Using Preferences
• • Create a Blanket Purchase Agreement
• • Create a Blanket Release
• • AutoCreate a Standard Goods Purchase Order
• • Add an Attachment to a Purchase Order
• • Approve/Reject a Purchase Order
• • Review a Purchase Order
• • Amend a Purchase Order
• • Copy a Purchase Order
• • Close/Cancel a Purchase Order
• • Freeze a Purchase Order
• • Other Control Actions
• • Print a Purchase Order
• • Purchase Orders and Projects
• • Workflow Document Creation

Session 8: PURCHASE ORDER RECEIPT PROCESSING

• • Overview of the Receiving Process
• • Exceptions
• • Receipt Routing
• • Receipt Processing Methods
• • Payment on Receipt
• • Correct a Receipt
• • Return Goods to a Supplier
• • Find and Review Receipts
• • Receiving Tolerances

Session 9: INTEGRATION WITH OTHER MODULES

• • Integration with Payables
• • Integration with Inventory

Oracle R12 Purchasing (PO) Training Course

Course Contents - DAY 2

Session 10: ENTERPRISE STRUCTURE OVERVIEW

• • Organizations
• • Defining Locations
• • Units of Measure
• • Item Categories

Session 11: RAISING iPROCUREMENT REQUISITIONS

• • Shopping by Store
• • Shopping to Category
• • Checkout Process

Session 12: RECEIPTING A PO IN iPROCUREMENT

• • Express Receive
• • Standard Receipting
• • Returning Ordered Items
• • Receipt Corrections
• • View Receipts

Session 13: NON-CATALOG REQUESTS

• • Requisition Information
• • Smart Forms
• • Information Templates
• • Review Approver List
• • Review and Submit

Session 14: PURCHASING SET UP OVERVIEW

• • Purchasing Profile Options
• • Purchase Order Matching and Tax Tolerances
• • Purchasing Document Security,Routing and Approval
• • Approval Assignments and Approval Groups
• • Purchasing Options
• • Receiving Options

Session 15: PURCHASING ACCOUNTING

• • Accruals
• • Encumbrance Accounting
• • Generate Uninvoiced Receipt Accruals
• • Close a Purchasing Period

Session 16: PROFESSIONAL BUYER WORK CENTER

• • Processing requisitions in the Work Center
• • Processing orders in the Work Center
• • Processing Blanket and Contract Agreements in the Work Center

Session 17: ENCUMBRANCE ACCOUNTING

• • Enabling Encumbrance Accounting in General Ledger
• • Set up steps in Purchasing
• • Transaction processing examples

Session 18: PURCHASING EXERCISES

Session 19: iPROCUREMENT EXERCISES

Session 20: SOURCING EXERCISES