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Automatic Document Creation Using Min Max Planing Method

This document outlines the process for setting up automatic document creation (ADC) in Oracle Purchasing to automatically release purchase orders based on inventory levels. It involves 7 steps: 1) Creating an item and defining its inventory parameters, 2) Setting up an approved supplier list with a blanket purchase agreement, 3) Creating sourcing rules, 4) Assigning the sourcing rules, 5) Configuring the MRP profile, 6) Running planning and requisition reports, and 7) Releasing purchase orders based on the requisitions generated. When complete, this setup will automatically generate purchase order releases to maintain inventory levels defined in the minimum-maximum planning.

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Shashank Padhye
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140 views15 pages

Automatic Document Creation Using Min Max Planing Method

This document outlines the process for setting up automatic document creation (ADC) in Oracle Purchasing to automatically release purchase orders based on inventory levels. It involves 7 steps: 1) Creating an item and defining its inventory parameters, 2) Setting up an approved supplier list with a blanket purchase agreement, 3) Creating sourcing rules, 4) Assigning the sourcing rules, 5) Configuring the MRP profile, 6) Running planning and requisition reports, and 7) Releasing purchase orders based on the requisitions generated. When complete, this setup will automatically generate purchase order releases to maintain inventory levels defined in the minimum-maximum planning.

Uploaded by

Shashank Padhye
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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ADC - Automatic Document Creation in Oracle Purchasing

R12.2

Concept: ADC is created for the documents like Blanket Purchase Agreement,
Approved Quotes, and Contract Purchase Agreements to Release the Purchase
Orders automatically.

Below is the process flow for reference:

STEP 1: Item Creation


Lets create an item in Master Inventory with below details.

Item : MOBILE

Unit Price : $15

Purchasing Template

Use Approved Supplier

Inventory Planning Method: Min-Max

Min-Max quantity : 25-50

Source Type: Supplier

Now lets open a normal purchase order and Type selected as Blanket
Purchase Agreement and approve as below.
Invoking: Purchasing->Purchase orders->Purchase orders.

Step 2: Approved Supplier List


Invoking: Purchasing->Supplier Base->Approved Supplier List.

Enter the item we created and fill in the key Attributes as below.

Save the above dialog box and Click on Attributes, and you will see the
below form.

Mention the Blanket Purchase Agreement number we created before.

Release Method as "Automatic Release"

STEP 3: SOURCING RULES

Now lets create Sourcing rules as below.


Invoking: Purchasing->Supplier Base->Sourcing Rules

Here we have created the sourcing rules as Test_Source_ADC.


STEP 4: Assign Sourcing Rules

Now lets assign the sourcing rule we created before, to this form, and
Assignment Set as Test_Assignment_ADC

And if we scroll to the right above we can view Sourcing Rule/BoD


where we can attach the sourcing rule we created, as below and save the
form.

STEP 5: MRP Profile Option Set

Switch to System Administrator responsibility and select Purchasing as


responsibility.

Profile: %MRP%Default% and attach our assignment set


(Test_Assignment_ADC)

Profile Option: MRP: Default Sourcing Assignment Set


STEP 6: Run Min-Max Planning Report and Requisition Report

Switch to inventory responsibility and run the Min-max planning as below.


Invoking: Inventory->Planning-> Min-Max Planning

& view the output.

Simultaneously run "Requisition Import" report from purchasing


responsibility
Invoking: view->Requests->Submit new request

As soon as you run it, you can view four concurrent programs running at
the background.

STEP 7: Releasing PO

Now open Requisition summary and query by our item created: MOBILE.
Invoking: Purchasing ->Requisitions->Requisition Summary

You can view the requisition line summary as below.

Now we are in the final step of the process.

Open the Purchase Order Summary, query by our item created (MOBILE)
and make sure to check the View Releases check box.

Now below we can view our release option dialog box.

Click on Open and Approve the BPA release order.

Meanwhile we can check our detailed agreement value and release


amount by click on agreement Tab above.

The total Agreement amount is $50,000 and we have released an order


for $780, similarly we can release multiple BPA orders correspondingly.

This completes the process of Automatic Document Creation in


Purchasing.

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