Purchasing Overview

PURCHASE ORDER
What are the main tables associated with Purchase Order?
There are four main tables associated with Purchase Order.
1. PO_HEADERS_ALL
. PO_L!"ES_ALL
#. PO_L!"E_LO$AT!O"S_ALL
%. PO_D!STR!&'T!O"S_ALL
1. !t contains the Header information for the Purchasin( documents. )e re*uire one
row for each document we create.
Si+ t,-es of documents that use PO_HEADERS_ALL are
a. R./
b. /uotation
c. Standard PO
d. Planned PO
e. &lan0et PO
f. $ontracts
!m-ortant data that are -o-ulated in this table are
1 &u,er !nformation
1 Su--lier !nformation
1 &rief "otes
1 Terms and $onditions
1 Status of the document
PO number is Se(ment1 of PO_HEADERS_ALL
!m-ortant columns2 PO_HEADER_!D
. !t stores information about each PO lines. )e need one row for each line we attach
to a document.
Each row includes
a. L!"E "'3&ER
b. !TE3 "'3&ER
c. '"!T
d. PR!$E
e. '.O.3
f. /'A"T!T4
#. !t contains the information about PO shi-ment schedules and &lan0et A(reement
Price &rea0s.
)e need one row for each schedule or -rice brea0 we attach to a document
Each row includes
1 Destination T,-e
1 Re*uestor !d
1 /uantit, Ordered and Deli5ered to Destination
6 !f the distribution corres-onds to a &lan0et PO release7 PO_RELEASE_!D column identifies
this release
6 )e enter distribution information in distribution window accessible throu(h PO window
CLOSING THE PURCHASE ORDER
The $LOSED_$ODE column e+ists in the followin( three tables
1. PO_HEADERS_ALL
. PO_L!"ES_ALL
#. PO_L!"E_LO$AT!O"S_ALL
IMPORTANT COLUMNS OF PURCHASING TABLES
POHEADERSALL POLINESALL POLINELOCATIONSALL
PO_HEADER_!D
SE83E"T1
9E"DOR_!D
9E"DOR_S!TE_!D
SH!P_TO_LO$AT!O"_!D
PO_L!"E_!D
$ATE8OR4_!D
!TE3_!D
PO_HEADER_!D
/'A"T!T4
L!"E_LO$AT!O"_!D
SH!P_TO_LO$AT!O"_!D
PO_HEADER_!D
PO_L!"E_!D
/'A"T!T4_RE$E!9ED
$'RRE"$4_$ODE
$LOSED $ODE
1. OPE"
. $LOSED
#. .!"ALL4 $LOSED
%. HOLD
:. .REE;E
$LOSED_$ODE
1. OPE"
. $LOSED
/'A"T!T4_A$$EPTED
/'A"T!T4_RE<E$TED
$LOSED_$ODE
1. OPE"
. $LOSED .OR !"9O!$E
#. $LOSED .OR
RE$E!9!"8
%. .!"ALL4 $LOSED
RECEI!ING
What are the different Purchasing modes in Receiving?
There are three modes
1. O"L!"E
. !33ED!ATE
#. &AT$H
1. O"L!"E2 Recei-ts are -rocessed Online. !f there are an, errors7 the, are shown on the
.OR3 itself7 and don=t let ,ou !8"ORE and PRO$EED.
. !33ED!ATE2 Recei-ts are -rocessed immediatel,7 but no errors are shown. Errors are
recorded in RE$_TRA"SA$T!O"_!"TER.A$E table.
#. &AT$H2 Recei-ts are -rocessed in batch7 but no errors are shown. Errors are recorded
in RE$_TRA"SA$T!O"_!"TER.A$E table.
"ote2 !n all the abo5e two cases7 it re*uires Recei5in( Transaction Processor to be run
-eriodicall,.
)hen ,ou SA9E a Recei5ed Data in .OR37 which tables are 'PDATED>
6 R$9_SH!P3E"T_HEADERS2 !t contains S'PPL!ER shi-ment header data li0e
Shi-ment Date7 Su--lier "ame
6 R$9_TRA"SA$T!O"S_!"TER.A$E2 !t contains RE$E!9ED data li0e !tem "ame7
/uantit,7 and Recei5in( location
6 R$9_SH!P3E"T_L!"ES
6 3TL_3ATER!AL_TRA"SA$T!O"S_TE3P
6 PO_L!"E_LO$AT!O"S_ALL
6 PO_D!STR!&'T!O"S_ALL
What are the major transactions in RECEIVIN?
6 Purchase Order Recei-ts
6 !nternal Re*uisition Recei-ts
6 !n5entor, !nter?Or( Transfer Recei-ts
6 $ustomer Return Recei-ts
What are the different t!"es of Receiving Routing?
6 Standard Recei-t
6 !ns-ection Re*uired
6 Direct Deli5er,
"ote2 The Recei-t form is used as Recei5in( materials a(ainst PO on Ordered recei-ts7
!nternal Re*uisitions7 !n5entor, !nter?Or( Trans-ort and $ustomer Re-orts.
RECEI!ING OPEN INTERFACE
6 RO! is a (atewa, to !3PORT data from Oracle as well as "on?Oracle a--lications.
6 The Recei-ts done throu(h RO! should be -rocessed in &atch mode onl,.
6 !n RO!7 the table which are u-dated are
1. R$9_HEADER_!"TER.A$E
. R$9_TRA"SA$T!O"_!"TER.A$E
"ote2 Transactions in RO!
Recei-ts can be done b, Direct Deli5er, or b, two ste-s namel, RE$E!9ED and DEL!9ER.
This can be determined throu(h A'TO_TRA"SA$T_$ODE_.LA8.
!f the 5alue is DEL!9ERED7 the s,stem does a direct deli5er, into Sub?!n5entor, and if the
5alue is RE$E!9ED7 the s,stem onl, recei5es the material and the deli5er, is done b, the
Recei5in( Transaction .orm.
IMPORTANT COLUMNS OF RECEI!ING TABLES
R$9_HEADERS_!"TER.A
$E
R$9_TRA"SA$T!O"S_!"TER.A
$E
R$9_SH!P3E"T_HEADER
S
6
HEADER_!"TER.A
$E_!D
6 8RO'P_!D
6
RE$E!PT_SO'R$E
6
!"TER.A$E_TRA"SA$T!
O"_!D
6 8RO'P_!D
6
PRO$ESS!"8_STAT'S_
6 AS"_STAT'S
6 AS"_T4PE
6 ED!_$O"TROL_"'3
_$ODE
6
PRO$ESS!"8_STA
T'S_$ODE
6
TRA"SA$T!O"_T4
PE
6 AS"_T4PE
$ODE
6
TRA"SA$T!O"_STAT'S_
$ODE
6
PRO$ESS!"8_3ODE_$
ODE
6 HEADER?!"TER.A$E_!D
NON"SUPPORTED FEATURES OF ROI
6 Transactions with LOT controls
6 Transactions with SER!AL controls
6 !nternal Transfer @ Sales order
6 'n?Ordered Recei-ts
Throu(h which ,ou will be able to see ERROR re-orts in RO!>
Recei5in( !nterface Errors Re-ort
Data can be loaded into RO! either throu(h flat files or direct SELE$T statement. 4ou can see
details of errors from PO_!"TER.A$E_ERRORS table b, Aoinin( with
R$9_TRA"SA$T!O"S_!"TER.A$E table usin( !nterface_id.
What do !ou mean b! PO re#uisition?
6 PO re*uisition is a re*uest to -urchase materials for indi5idual re*uirements. "ormall,
Purchase re*uisitions are raised b, em-lo,ees or de-artments.
6 Re*uisitions need a--ro5als. !t can be manuall, created or im-orted from other s,stem
li0e !n5entor,7 )!P7 3RP7 O3 etc
TABLES USED #ITH RE$UISITIONS
PO_RE/'!S!T!O"S_HEADERS_ALL
PO_RE/'!S!T!O"S_L!"ES_ALL
PO_RE/_D!STR!&'T!O"S_ALL
The descri-tion is the same as PO
O$%ER I&POR$'N$ $'()E* +*E, WI$% RE-+I*I$ION*
6 PO_9E"DORS
6 PO_LOOB'P_$ODES
6 PO_9E"DOR_S!TES_ALL
6 PO_A8E"TS
6 PO_DO$'3E"T_T4PES_ALL_&
6 PO_RES$HED'LE_!"TER.A$E
6 3TL_S'PPL4
!3PORTA"T .!ELDS O. RE/'!S!T!O"
6 RE/'!S!T!O"_T4PE
6 PREPARE
6 TOTAL_$'RRE"$4
6 L!"E_T4PE
6 $ATE8OR4
6 SO'R$E DEST!"AT!O" T4PE A"D OR8A"!;AT!O"
A$T!O"S PER.OR3ED )!TH RE/'!S!T!O"
6 SA9E
6 APPRO9E
!f ,ou SA9E re*uisition7 the abo5e three tables are -o-ulated7 while if ,ou APPRO9E a
re*uisition7 maAor tables u-dated are
6 PO_RE/'!S!T!O"_HEADER
6 PO_APPRO9AL_L!ST_HEADERS
6 PO_DO$'3E"T_T4PES
CLOSING STATUS OF RE$UISITION
6 $A"$EL
6 .!"ALL4 $LOSED
What do !ou mean b! 'uto Create?
Auto $reate is a standard functionalit, -ro5ided b, Oracle to create PO directl, from
Re*uisitions.
RE$UISITIONS IMPORT PROGRAM %RIP&
6 !t is a concurrent -ro(ram7 which is used to im-ort re*uisition from Oracle or "on?
Oracle s,stem.
6 Data is first loaded in PO_RE/'!S!T!O"_ALL table. The R!P can then be run7 to
im-ort the records from the interface table as re*uisition in Oracle Processin(.
6 R!P creates a re*uisition line and one or more re*uisition distribution for each row it
finds in the interface table. !t then (rou-s these lines on Re*uisitions accordin( to
-arameters defined.
IMPORTANT TABLES
6 PO_RE/'!S!T!O"_!"TER.A$E_ALL
6 PO_RE/_D!ST_!"TER.A$E_ALL
6 PO_!"TER.A$E_ERRORS
IMPORTANT PARAMETERS OF RE$UISITION IMPORT PROCESS
a. !m-ort Source
b. !m-ort &atch !d
c. 8rou- &,
d. !nitiate A--ro5al after !m-ort
REPORTS ASSOCIATED #ITH RE$UISITIONS IMPORT PROCESS
a. RE/'!S!T!O" !3PORT R'" REPORT
)e are able to 5iew number of re*uisitions created and number of records in error from this
re-ort.
b. RE/'!S!T!O" !3PORT EC$EPT!O"S REPORT
)e can see all rows that fail 5alidation from this re-ort
What do we mean b! *ourcing Rule?
6 !t defines !n5entor, Re-lenishment method for either a Sin(le Or(aniDation or for all
Or(aniDations.
6 Sourcin( rule is used to s-ecif, -referred Su--liers7 Distributors and manufacturers.
6 'se allocation -ercenta(e and ran0in( for multi-le sources.
INTERNAL RE$UISITIONS
6 !t is used to obtain materials within the same Or(aniDation or different Or(aniDation but
within the same set of boo0s.
Read more2 htt-2EEfunctional(u,.blo(s-ot.comEFFGEFGE-urchasin(?
o5er5iew.htmlHi+DD#."D,$O<: