Oracle Fusion Cloud SCM Online Training at ERPTREE.

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Fusion Applications

Job Role User

(Functions & Reports)
Create Job Role
Duty Role
Functions

Job Role
Business Unit Purchasing Manager User
BU
Data Access for User R12,R13

Till R11 Create Business Unit: ERPTREE US Busines

Purchasing Template
Purchasing Manager
Purchasing Supervisor BU
Purchasing Analyst
XXX Purchasing Manager

Order Manangement Template

Order Manager BU
Create BU: ERPTREE IN Business

User<----------Purchasing Manager<----ERPTREE IN Business Unit

Purchasing Supervisor<----ERPTREE IN Business Unit
Purchasing Analyst<----ERPTREE IN Business Unit
XXX Purchasing Manager<----ERPTREE IN Business Unit
Order Manager<------ERPTREE IN Business Unit

User<----------Purchasing Manager<----ERPTREE US Business Unit

Purchasing Supervisor<----ERPTREE US Business Unit
Purchasing Analyst<----ERPTREE US Business Unit
XXX Purchasing Manager<----ERPTREE US Business Unit
Order Manager<------ERPTREE US Business Unit

Job Role----->Seeded
Duty Role---->Seeded
Data Role---->System Creates upto R11

From R12,R13
ERPTREE US Business Unit

From R12 Till R11

Job Role----->Seeded Application Job Role----->Seeded
Duty Role---->Seeded Application Duty Role---->Seeded
Abstract Role COMMON Employee Data Role System Created
Abstract Role--->Seeded

Purchasing Manager BU1

BU2
BU3
Data Access for User
BU1 Purchasing Manager User1
BU3 Purchasing Manager User1
BU2 Purchasing Manager User1

OU1------>Resp. U1
U2
U3

BU1
BU3 Security Profile: ERPTREE Security Profile
BU2
 ERPTREE Security Profile Purchasing Manager User1

Role Based Access Control (RBAC)

 Oracle EBS
INV_NAVIGATE Responsibility User
ADS_OM_SUPERUSER
Purchasing SuperUser GUI

Menu (INV_NAVIGATE) Request Group

Submenu Reports
Functions Programs

MO: Operating Unit---------> ERPTREE Purchasing SuperUser----------------->ERPTREE

OU

it: ERPTREE US Business Unit

10 BU
PO - Role1
PO - Role1 + Add
PO - Role1 - Remove
 We can create Custom
We can create Custom
System Created We can create Custom
We can create Custom

SRS ESS = Enterprise Scheduler Service

Request Job
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Fusion
HCM (Human Capital Management) Security Console
Employee User User (Implementation User)
(Employee+User) ABC

Supplier Definition Can't create Suppliers

Requsition, Purchase Order Can't Create Requistion, PO, Agreements
Agreements
Employee User----------convert as---->Procurement Agent

Last Name User Name

User Name Password
Password Last Name
Legal Entity
Business Unit BU1 Fusion
Job Roles
Application Implementation Consultant
IT Security Manager
GOFUSION Employee

Create Implementation User

Assign Roles to User User:ERPTREE Login:ERPTREE
Run LDAP Job
Login to Instance
Roles LDAP 0
2
Auto Sync. Application Security Console
ERPTREE
ERPTREE1
A X Roles LDAP
B Y Roles
 EBS User

ABC XYZ Employee

Supplier<---------PO, AP Resp.
Requisition<--------Any
PO<------------Buyer

Security Console: Purchasing Manager to XYZ

Order Management to XYZ

BU1 XYZ-Purchasing Manger<---BU1

User1 Purchasing Manager<---->BU2
EBS

System Administrator Resp.

FSM (Functional Setup Manager)
Security Console: User, Assign Roles, Custom Roles
Run Report, Employee Self Service Access

HCM
 ERPTREE1

ecurity Console
Oracle Fusion Cloud SCM Online Training at ERPTREE.COM, Contact us: India Number: +91-8886096632
Functional Setup Manager (FSM)
Enable Offerings & Options
Create Implementation Project by selecting Offerings & Options
Assign Project to Project Manager
System Creates Task List - Assign Offering/Option/Task List/Task to Team Member
System Configuration
Updating Status of configuration EBS
Track progress of the Project Status SCM
Reports - Configuration Financials
HRMS
Rapid Implementation (RI) Sheets Projects
Configuration Packages

2 Instance/POD
Task List
Project Life Cycle Management Purchasing Options
Project Execution Management Create Buyer
Project Configuration Management Financials Options

Test Instance Production Instance

Setups & Testing
Oracle Fusion Architecture
Enterprise Structure
Geographies

Oracle Fusion Architecture

Fusion Applications Inv, PO, OM, AP, AR, GL, HR

Middleware IDM/OIM, APM, BPM, OBIEEE, UCM, ESS, LDAP, SOA, BPEL…………..

Database Oracle Database, Essbase Database

IDM = Identity Manager User, Roles

OIM = Oracle Identity Manager
APM=Authorization Policy Manager Custom Roles, Role Templates
BPM = Business Process Management Approvals
OBIEE = BI (Business Intelligence), OTBI = Oracle Transactional Business Intelligence
UCM = Universal Content Management Data Imports/Uploads
ESS = Enterprise Scheduler Service
LDAP = Directory Services
SOA = Service Oriented Architecture - Integrations

Apple Group Oracle Database----------->Essbase Database: FRS = Financial Reporting Studio

 Tables Cubes

Enterprise Structure Multi-Org Structure

Enterprise Instance - Default HCM Info. Business Group (BG)

Divisions (O) TCS, Tata Tele, Primary Ledger (PL)

Primary Ledger (PL) GL, FA Legal Entity (LE)

Legal Entity (LE) CM Operating Unit (OU)

Business Unit (BU) PO, OM, AP, AR, PPM Inventory Org. (IO)

Inventory Organization (IO) Inentory, BOM, WIP

User
Implementation Project
Geographies
 GL
Instance/POD ASM = Accounting Setup Manager
Primary Ledger
Secondary Ledger
Reporting Ledger
Fusion Legal Entity
SCM Offering Operating Units
Financials Offering Business Group
HCM Offering
PPM Offering
Procurement Offering

Inventory Option
Order Management Option
Purchasing Option

Task
Task
Task
 3rd Party Application

GL Reporting: FSG

Security Console
le Templates

al Business Intelligence

Reporting Studio
LDG = Legislative Data Group
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Common Configuration
Accounting Calendar Done
Currency Done
Chart of Accounts Done
Subledger Accounting Method Done

Primary Ledger

Chart of Accounts (Accounting Flexfield)

Create Value Sets Done
Create Chart of Accounts Structure Name Done
Create Segments Done
Assign Segment Lables to Segments (Flexfield Qualifiers) Done
Create Chart of Accounts Structure Instance Done
Deploy Accounting Flexfield Done
Create Segment Values Done
Assign Value Attributes to Segment Values (Segment Qualifiers)
Done

Create Primary Ledger (PL) Done

Specify Ledger Options Done
Create Legal Address Done
Create Legal Entity Done
Assign Legal Entity to Primary Ledger Done
Assign Balancing Segment Values (BSV) to Legal Entity Done
Complete Primary Ledger Done GL Seeded Roles
Assign GL Roles to User Done General Accountant
Data Access for User (Assign PL(Data Access Set) to User RoDone General Accounting Manager
Run LDAP Job Done Chief Financial Officer
Open GL Periods Controller
Create Journal & Post Financial Analyst

Primary Ledger: ERPTREE USA Primary Ledger

Data Access Set: ERPTREE USA Primary Ledger

2
Data Access Set----------------------------------------------------------------------------------->
OU, PL
GL Ledger Name-------------------------------ERPTREE USA Primary Ledger------------------------------>

GL Data Access Set------ERPTREE USA Primary Ledger

MO:Operating Unit------------------OU----------------------> PO Resp.

MO:Security Profile--------Security Profile
Company 30
Department 2
Account

Primary Ledger 1000 Balancing Segment Values (BSV)

2000 3
2 3000

Legal Entity1
1
Calendar
Currency
Chart of Accounts
Accounting Method
4C's

Retained Earnings (Revenue-Expense)

Primary Ledger FRS

Value Hyperion Financial Reporting
Budgeting
Complete
Oracle Essbase
Database Database

Table Cubes

1
General Accountant-------------------->ERPTREE
PO Responsibility --------------------------->ERPTREE
GL Responsibility --------------------------->ERPTREE
Oracle Fusion Cloud SCM Online Training at ERPTREE.COM, Contact us: India Number: +91-8886096632
Enterprise Done
Create Location for Business Unit Done
Create Business Unit Done
Assign Business Unit Business Functions Done
Create Legislative Data Group (LDG) Done
Assign LDG to Legal Entity (LE) Done
Create Employee User Done
Assign Roles to Employee User Done
Provide Data Access for User Done
Run LDAP Job Done

BU1
Employee User: ERPTREE
GL<---GL Roles<---------------PL1
Subledger<----BU<----------------------PL2 ------>GL Roles

Rapid Implementation (RI) - Spreadsheet

 Name BG
Classification OU
Info IO
HR
Project
Org

Req
Purchasing

Chart of Accounts File

Value Sets
Chart of Accounts Structure
Segments
Segment Lables
Chart of Accounts Structure Instance
Deploy
Segment Values

FinancialsCommonEntities File
Accounting Calendar
Primary Ledger
Create Legal Entity
Assign Legal Entity to Primary Ledger
Assign BSV to LE
Complete Primary Ledger Definition
Create Business Unit
Assign Business Unit Business Functions
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Financials, Procurement
Add additional offerings to Project
Product Management (Product Information Management-PIM) Inventory Org, Item Creation
Material Management and Logistics

Inventory
Item Master Organization Item Management
Inventory Organizations Inventory Management
Sub Inventories Receiving
Stock Locators Separation of Item

Basic Setups in Inventory/PIM Status

Assign Business Unit Business Functions for Inventory Done
Create Facilities (Workday Calendar)
- Create Facility Shifts Done
- Create Facility Workday Pattern Done
- Create Facility Schedules Done
Create Item Organization (Item Master Organization) Done
Create Location for Inventory Organization Done
Create Inventory Organization (Actual Inventory) Done
Create Sub Inventory Done
Create Item Class Done
Create Item Done
Assign Items to Inventory Organization Done
Assign Inventory Roles to User Done
Provide Data Access for User Done
Type of Item Attributes
Main Attributes
Operational Attributes
User Defined Attributes
Additional Attributes (DFF)
Transactional Attributes

Main Attributes - Common for any Item

Item Number
Item Description
Status (Status Attributes)
Life Cycle Phases
Approval Status
Revision

Operational Attributes PIM

Order Management: Shippable
Purchase: Nagotiotion Required
 Item Class: Root Item Class
XYZ Item Class

ITEM Attributes
Create/Copy Item Templates
Create Multiple Items

FBDI = File Based Data Import

Download File from OER
Prepare Template with Data
Convert Template as CSV File
Upload CSV File into UCM (ignore)
Populate Data into Interface Tables
Import Data into Base Tables

Catalog: Collection of Categories

Category: Collection of Items which are similar
Classification (Category)
Books:
Pens
Desktops
Laptops
 Cars
Bikes

Item Class1: ERPTREE Item Class

Inventory Structure
Inventory Management
Planning (Inventory Planning Methods) To manage your inventory levels, to support sales and prod
Trasact (Inventory Transactions) Moment of Inventory Items, Track Item Quantities, Item In
Controls (Inventory Controls) Stock Controls, to tracking item
Verification (Inventory Counting Methods) Accuracy of Inventory, inventory errors

Inventory Transactions
Receipt/GRN = Goods Receipt Note Pending PO
Miscellaneous Receipt Done Implementation
Picking & Shipping SO
Miscellaneous Issue Done Projects, Location
SubInventory Transfers Done Moving Material from one subinventory to another subinv.
InterOrganization Transfers Done Moving Material from one inventory org. to another Invent
Requisition Movement Request Done
Replenishment Moment Request Done Min-Max Planning
Shop Floor Moment Request Work Order
Consignment Inventory Transactions
Move Order
Inventory Planning Methods
Min-Max Planning Method Define Minimum and Maximum quantity for Item
Replenishment Planning Method
Reorder Point Planning Method

Inventory Controls
Locator Controls (Stock Locator) Done
Revision Controls Done
Serial Controls/Serial Number Done
Lot Controls/Lot Numbering Done

Inventory Counting Methods Audit - Accuracy of Stock

Physical Inventory Counting Done Reconciliation
Cycle Counting Done System
1000
-100
900
-500
400
1000
1400

Inventory Integration with other applications

Configuration Packages: Move setups from one Instance to another Instance (Export-Import)

Assign Inventory Roles to User

Provide Data Access for User

Misc. Receipt

Miscellaneous Receipt Implementation - update On-Hand Qty, Without PO, Retur

Create Inventory Transaction Manage Inventory Transaction Sources and Types

Miscellaneous Issue Projects, Any other departments

SubInventory Transfer: One Step

Requisition Movement Request: Transfer Transfer Issue

Create Moment Request
Run Movement Request Pick Slip Report (Instruction & Report)
Pick Confirmation
Update On-Hand Qty

Requisition Movement Request: Issue

Create Moment Request
Run Movement Request Pick Slip Report (Instruction & Report)
Pick Confirmation
Update On-Hand Qty

InterOrganization Transfers
Create Inventory Location for Austin Inventory
Create Inventory Organization: Austin IO
Configure Receiving Parameter Item Master Inventory
Create SubInventory ERP1001
Assign New IO to Item Class
Assign Item to New IO (Austin IO)
Setup InterOrganization Parameters
Provide Data Access for User (to Austin IO)
Item Class - Security------------->Item
Check On-Hand Availability in Dallas IO ERPTREE-IMO
Create InterOrganization Transfer ERPTREE-Dallas IO
Check On-Hand Availability in Dallas IO
Check On-Hand Availability in Austin IO

Macbook
iPhone

Item Macbook 77777

Macbook 1000001
Macbook 1000002
Macbook 1000003
Macbook 1000004
Macbook 1000005
Macbook 1000006
Macbook 1000007
Macbook 1000008

Org1 Org2

Item Master Inventory

Macbook Macbook - 1001
Serial Number Uniqueeness iPhone - 5001
Unique within Inventory Items Different Serial Number for each item, within Inventory Org or Across Invento
Unique within Organization Different Serial Number for each item, within Inventory Org, Same SN can be
Unique across Organization Different Serial Number for each item, within Inventory Org or Across Invento
Unique within Modal and Inventory Items

Serial Number Generation

Predefined Serial Number
Dynamic number generation at Receipt
Entry at SO, Work Order Issue, Transfer Order
Entry at Inventory Picking

Predefined Serial Number

Set Serial Numbering for Inventory Organization Dallas
Set Serial Numbering for Item
Generate Predefined Serial Numbers

Create Misc.Receipt to Test Serial Number assignment

Lot Controls/Lot Numbering Grouping Items - Unique Number / Batch Numbering

PO: 100 Qty

 Receipt: 10 Qty
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone

Receipt: 10 Qty
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone
iPhone

Lot Number Uniqueness

Across Items
No Uniqueness Control

Generation Level
At Item Level
At Organization
User Defined

Setup Lot Numbering

Setup Lot Number for Inventory Organization
Set Lot Number for Item

Create Misc. Receipt

Check On-Hand Qty
Create Misc. Issue

Setup Parent & Child Lot Control for Item

Locator Controls (Stock Locator) to devide subinventories, Physical areas

Inventory Organization
Subinventory
Locator Areas
Setups for Locator Control/Stock Locator
Create Inventory Value Sets Done Row Value Set
Create Locator Key Flexfield Structure Done
Create Locator Key Flexfield Structure Instance Done
Deployment Done
Create Segment Values Done

Dynamic Entry
Create Inventory Organization Done
Create Suninventory Done
Assign Inventory Org. to Item Class Done
Create Item and Assign Item to Inventory Org. Done
Provide Data Access for User Done
Run LDAP Job Done

Create Misc.Receipt

Stock Locators
Invenetory Organization
Subinventgory
Item

Previously Defined/Predefined
Create Inventory Organization Done
Create Suninventory Done
Assign Inventory Org. to Item Class Done
Create Item and Assign Item to Inventory Org. Done
Provide Data Access for User Done
Run LDAP Job Done

Create Locator Control Done

Create Misc. Transaction
Check On-Hand Qty

Subinventory Level
Create Inventory Organization
Create Suninventory
Assign Inventory Org. to Item Class
Create Item and Assign Item to Inventory Org.
Provide Data Access for User
Run LDAP Job

Revision Controls Version Multiple Versions for Item

Setup Revision Control at Inventory Org.
Create New Item
Setup Revision Control for Item
Enable Revision Control for Item

Create Misc Transactions

Inventory Counting Verify the system On-Hand Qty with Actual Qty (Phy. Inventory) of Item
Physical Inventory Counting
Cycle Counting

Physical Inventory Counting

Create Physical Inventory System
Create Snapshot Dallas Inventory
Generate Tags 600
Run: Physical Inventory Tag Listing Report 100
Record Physical Inventory Tags 700
Perform Adjustments, Approvals Dallas Inventory 1
Post Adjustments
Check On-Hand Qty
Review Completed Transactions Dallas Inventory Subinv1 - Item1
Dallas Inventory Subinv1 - Item2

Dallas Inventory Subinv1

Dallas Inventory Subinv1

Cycle Counting
Create ABC Classes Class A
Create ABC Classification Sets Class B
Create ABC Assignment Group Class C
Enable Cycle Counting for Items Class D
Class E

Check On-Hand Qty 1000, 1000

Create Cycle Count
Create Manual Count Schedule
Generate Count Sequence
Run " Print Cycle Count Listing Report"
Record Count Sequence
Approval (Post Adjustments)
Check On-Hand Qty
Review Completed Transactions

Min-Max Planning Method Inventory Levels

Setup Min-Max Planning at Org

Setup Min-Max Planning at SubInventory iPhone
MacBook

Min-Max Planning at Org

Check On-Hand Qty
Setup Min-Max Plan for Item (Org) 5000 - 10000
Run Min-Man Planning Report

3000
Min-Max Planning at Sub-Inventory
Assign Item to SubInventory 3000 Qty, iPhone Subinventory
Run "Min-Max Planning Report"
System creates Movement Request 201838
Run "Movement Request Pick Slip Report" 143534
Confirm Pick Slip
Check Movement Request Status
Check On-Hand Qty
Review Completed Transaction
8886096632

Purpose
to allow Inventory Configuration
Manufacturing Operations: BOM - Schedule Jobs, Planning of Material Requirements

Select Inventory Parameters

Item Management

Inventory management
Inventory Segregation/Receiving
Item Numbering, Security, Item Templates
 Computers - Item Class Item Creation: NO

Desktop - Item Class: Item Creation: Yes Laptops - Item Class: Item Creation: Yes

Desktop 1
Laptop 1001

ERPTREE Ways to careate Item

Manual
Copy
File Based Data Import (FBDI) - Template
XYZ Application Development Framework Data Integrator ADFdi (WebADI)

FBDI Conversion
ADIdi Daily
RI Sheet Configuration

54545 Retained Earning Account

10 Item Templates

Books Category Cars Category

Stationery (Catalog) Oracle, Dot Net, Jav Honda
Books: Audi
Pens Benz
Electronics (Catalog)
Computers (Category)
Desktops XYZ
Laptops

Automobiles (Catalog)
Cars
Bikes
entory levels, to support sales and production
y Items, Track Item Quantities, Item Inflows, OutFlows
acking item
y, inventory errors

m one subinventory to another subinv.

m one inventory org. to another Inventory Org.
d Maximum quantity for Item

Real Inventory
1000
Sold: -100
900
Sold: -500
400 Available
1000
1400

n with other applications

 Inventory Manager
Warehouse Manager
Warehouse Operator

date On-Hand Qty, Without PO, Returns from Project

ransaction Sources and Types

departments

Dallas IO Austin IO Location

Subinv1
 ERP1001

------------->Item

Receive Item Z
Org3 Org4

Item X X10001
 Macbook - 4001 Macbook - 7001 Item Y Y10001

within Inventory Org or Across Inventory Org.

within Inventory Org, Same SN can be used in different Inventory
within Inventory Org or Across Inventory Org.

ch Numbering

Parent & Child Lot

P-LOT1 1st Receipt P-LOT1
Today
C-LOT1
C-LOT1
C-LOT1
C-LOT1 P-LOT1
C-LOT1
C-LOT1
C-LOT1
C-LOT1
C-LOT1
C-LOT1
P-LOT1
Tomorrow
C-LOT2
C-LOT2
C-LOT2
C-LOT2
C-LOT2
C-LOT2
C-LOT2
C-LOT2
C-LOT2
C-LOT2
Item X Item Y
L0001 L0001
L0002 L0002
L0003 L0003
L0004 L0004

P001
C001
2V001

Inventory Organization Inventory Organization

Subinventory Subinventory
Row Row
Rack Rack
 Bin
Rack Value Set

SUB1 SUB2
R1.RC4
tual Qty (Phy. Inventory) of Item
Dallas Phy.Inventory
700

6000

1 1000
2 5000

Locator1
Locator2

Apple Monthly
Samsung Daily
Dell Weekly
Qty
 Org1 Org2 Org3
1000 - 10000 5000 - 20000 100 - 500

SubInv1 400 - 1000

SubInv2 100 - 500
SubInv3
SubInv4
SubInv5

binventory 1000 - 2000

2000
X0001
Oracle Fusion Cloud SCM Online Training at ERPTREE.COM, Contact us: India Number: +91-8886096632
Basic Setups in Purchasing (PO)
Configure Procurement Business Function Done
Configure Requisitioning Business Function Done
Configure Common Options for Payables and ProcuremenDone
Setup Receiving Parameters Done
Create Procurement Agent Done
Assign Supplier Role to User (Supplier Manager) Done
Specify Supplier Numbering Done
Create Supplier (Profile, Address, Site, Site Assignments) Done
Load Suppliers unsing FBDI (Supplier Conversion) Done
PO TAB (Purchasing Transaction Accounting Builder / TranDone
Setup Requisition Approvals Done
Setup Purchasing Document Approvals Done
Document Numbering Done
Assign Purchasing Roles to User Done
Provide Data Access for Users Done
Run "LDAP" Job Done

Supplier
Supplier Addresses
Supplier Sites
Supplier Site Assignments
Download Templates from Oracle OER
Prepare Data Templates
Convert to CSV Files
Place CSV Files in UCM
Populate data in Interface Tables
Populate data in Base Tables

PO TAB (Transaction Accounting Builder)

Charge Account Spendings
Accrual Account Liability
Variance Account Price Variance B/W PO & Invoice
Destination Charge Account Change Account - Destination Org.
Destination Variance Account Variance Account - Destination Org.

PO TAB Configuration
Create Mapping Sets
Create Account Rules
Create Transacton Accounting Definition (TAD/TAB) - Assign Account Rules to Account Type
Assign TAB to Subledger Accounting Options

Requisition Approvals

PreApproval
Header
PostApproval

Purchasing Roles
Procurement Preparer
Procurement Requester
Procurement Manager
Buyer
Advanced Procurement Requester

Role Customization
Review Roles Fusion
Compare Roles Job Role
Simulate Roles Duty Role
Copy Seeded Roles and Modify Previliges
Create Roles

Duty Role
Job Role

P2P Cycle
Purchase Requisition, Approval
Purchase Order, Approval
Receipt
Create Invoice
Payment
Transfer Accounting Entries from AP to GL
Approval Groups
Purchase Requisition (PR) Purchase Order (PO)

If PR Amount is Same or Less than 10000 - Approval Group1 (ERP If PO Amount is Same or Less than 10000 - Approval Group1 (ERP
If PR Amount is More Than 10001 - Approval Group2 (ERPTREEONIf PO Amount is More Than 10001 - Approval Group2 (ERPTREEON

Create New User: ERPTREEONE Create New User: ERPTREEONE

Create Approval Group1 Create Approval Group1
Create Approval Group2 Create Approval Group2

Rule1: If PR Amount is Same or Less than 10000 Rule1: If PO Amount is Same or Less than 10000
Rule2: If PR Amount is More Than 10001 Rule2: If PO Amount is More Than 10001

ERPTREE: Create PR 5000, Approval ERPTREE: Create PO 5000, Approval

ERPTREE: Create PR 15000 ERPTREE: Create PO 15000
ERPTREEONE: Approve ERPTREEONE: Approve

Employee/Supervisor Approvals
ERPTREE
ERPTREEMGR

Create New User: ERPTREEMGR

Make ERPTREEMGR user as Supervisor for ERPTREE ERPTREESRMGR
Create Approval Rule ERPTREEMGR
 ERPTREE
Test - Create Requisition

ERPTREESRMGR
Make ERPTREESRMGR user as Supervisor for ERPTREEMGR
Update Rule

Test - Create Requisition

Serial & Parallel Approvals

Create Approval Group
Create Approval Rule ERPTREE
ERPTREEONE
Test - Create Requisition ERPTREESRMGR
ERPTREEMGR

Approval Rule with more than one condition

If BU is equal to ERPTREE US Business Unit
And
If Requisition Amount is Same or Less than $100 - AutoApprovals

If BU is equal to ERPTREE US Business Unit

And
If Requisition Amount is Same or More than $101 - Employee/Supervisor Approvals
Create Requisition: 50 - Autoapprove
Create Requisition: 150 - Supervisor - Approve

Single Approver

First Responder Wins

Email Notifications
LAXMANERP
[email protected]

Purchasing Configuration
P2P Cycle
Roles Customization
Approvals
Approval Groups
Serial
Parallel
Multiple Conditions
Single Approver
First Responder Wins
OTBI
BIP
OBIEE = Oracle Business Intelligence Enterprice Edition - BI Tool
OTBI Reports - Oracle Transactional Business Intelligence
BIP Reports - Business Intelligence Publisher

OTBI Reporting BIP Reporting

You can't write SQL SQL
Only Standard Output Formats Different Output Formats
Predefined Subject Areas No Limitation

Subject Area - Inventory - On-Hand Balances Real Time

Dimensions
Dimension Attributes

Purchase Orders
3 Type of Purchase Orders (PO) Purpose
Standard Purchase Order One Time Purchase, No Agreement, we know all the details
Blanket Purchase Agreement (BPA) When we know goods/services, not sure about Delivery Schedule
Contract Purchase Agreement (CPA) Agreement - Terms and Conditions, Contract Amount

Blanket Purchase Agreement (BPA) - 50000

Create Standard Purchase Order: 10000
Create Standard Purchase Order: 20000

Contract Purchase Agreement (CPA) - 100000

 Create Standard Purchase Order: 10000
Create Standard Purchase Order: 20000
Set Approvals for Standard Purchase Order
Create Manual Purchase Order (PO)

Set Approvals for BPA

Create Blanket Purchase Agreement (BPA): 50000
Create Purchase Order against BPA: 10000

Set Approvals for CPA

Create Contract Purchase Agreement (CPA) - 100000
Create Standard Purchase Order: 10000

Automatic PO Creation for BPA & CPA based on Requisition Creation

Create Requisition, System will create PO to release amount from BPA
Create Requisition, System will create PO to release amount from CPA

Matching Documents
2 Way Matching PO: Price, Ordered Qty
3 Way Matching PO: Price, Ordered Qty
4 Way Matching PO: Price, Ordered Qty
100
Receipt Routing Methods
Direct Delivery Final Destination
Standard Receipt Staging--->Final Destination (Inventory)
Inspection Required Staging--->Conduct Inspection--->Final Destination (Inventory)

Pay On Receipt/Self Billing/ERS 4

Purchase Returns 1

Req-->PO-->Receipt-->Invoice-->Payment
RFQ<------------------->Quotation
Sourcing: (Negotiations) RFQ, Quotations RFI<--------------------->Response
Auction<--------------->Bid
RFQ= Request for Quotation RFP<---------------------->Praposal

Assign Category Manager Role to User

Provide Data Access for User Role
Create Supplier Contact

Create RFQ
Create Quotation
Analyze, Close
Award Quotation
Complete Award & Create BPA

Purchase Orders Conversion using FBDI Templates

Download FBDI Template
Prepare with Data
Convert into CSV Files
Populate data in Interface Tables
Import into Base Tables

Approved Suppliers List

Set Approved Suppliers specification for Item
Create Approved Supplier List

Create Purchase Order

UnOrdered Receipts
Enable Unordered Receipts at Receving Parameters
Enable Unordered Receipts at Item

Create Unordered Receipt

Create Purchase Order
Match Unordered Receipt with PO
r: +91-8886096632

BPM = Business Process Management

O & Invoice
stination Org.
estination Org.
User EBS
Menu
Submenu
Functions
e or Less than 10000 - Approval Group1 (ERPTREE)
e Than 10001 - Approval Group2 (ERPTREEONE)

PTREEONE

is Same or Less than 10000

is More Than 10001

5000, Approval
No Agreement, we know all the details
s/services, not sure about Delivery Schedules, Price Negotions
nd Conditions, Contract Amount

reement (BPA) - 50000

chase Order: 10000
chase Order: 20000

greement (CPA) - 100000

chase Order: 10000
chase Order: 20000

ERPTREE US BU
ERPTREE UK BU
ERPTREE IN BU

Documents AP
Supplier Invoice: Invoiced Price, Invoiced Qty Invoice
Supplier Invoice: Invoiced Price, Invoiced Qty Receipt: Received Qty
Supplier Invoice: Invoiced Price, Invoiced Qty Receipt: Received Qty
100 100

nation (Inventory)
nspection--->Final Destination (Inventory)

Quotation
>Response

->Praposal
 Header Profile
Site Address, Site

nagement
Employee User Procurement Agent

Supplier Manager

Site1 US BU Procurement Agent

IN BU
TAT - Transaction Accounting Types (Accounts)
Resp.
AP AP

Invoice
Inspection: Accepted Qty Invoice
50
Oracle Fusion Cloud SCM Online Training at ERPTREE.COM, Contact us: India Number: +91-8886096632
Payables Basic Setups
Configure Common Options for Payables and Procurement Done
Setup Invoice Options Done
Setup Payment Options Done
Create Distribution Sets Done
Create Refrence Data Set Done
Create Payment Terms, Assign to RDS, Assign RDS to BU Done Net30
Setup Supplier Numbering Done Net45
Create Supplier, Address, Site, Site Assignments Done Immediate
Create Bank, Bank Branch, Bank Account Done Net35
Create Payment Process Profile (PPP) Done
Assign AP Roles to User Done AP Roles
Provide Data Access for User Done Accounts Payable Manager
Run LDAP Done Accounts Payable Supervisor
Open Periods in AP Done Accounts Payable Specialist
 Reference Data Set (RDS)

RDS-BU1 BU1

RDS-BU2 BU2
Immediate
RDS-BU3 BU3

s Payable Manager
s Payable Supervisor
s Payable Specialist
Oracle Fusion Cloud SCM Online Training at ERPTREE.COM, Contact us: India Number: +91-8886096632
Order Management Basic Setups
Setup Order Management Parameters Done
Create Release Sequence Rules Done Requisition--->RFQ--->Quotation-->Purchase Orders--
Create Pick Slip Grouping Rules Done
Define Ship Confirm Rules Done
Create Picking Rules Done Sales Order (SO)--->Book SO-->Pick Rlease---->Ship Co
Picking Rule Assignments Done
Create Pick Wave Release Rules Done OM Configuration
Create Staging SubInventory Done Order Entry Configuration
Configure Shipping Parameters Done Pricing Configuration
Create Collector Done GOB - Global Order Promissing
Create Payment Terms Done DOO - Distributed Order Orchestration
Create Statement Cycles Done
Create Customer Profile Class Done
Create Reference Data Set for Customer Site Done
Assign RDS to Business Unit Done
Create Customer & Addresses (Site) Done
Assign Roles to User Done
Provide Data Access for User Done
Create Price List Done
Create Pricing Segment (Value) (Standard Lookups) Done ORA_QP_CUST_PRICING_SEGMENT
Create Pricing Strategy Done
Create Customer Pricing Profile Done
Create Pricing Segments Done Order Manager
Create Pricing Strategy Assignment Done Pricing Manager
Create Carriers (Shipping Methods) Done Pricing Analyst
Create Planning Source System Done Pricing Administrator
Run " Collect Planning Data" Done
Create Sourcing Rules Done
Setup Sourcing Assignment Set Done
Set Profile Option: MSP_DEFAULT_ASSIGNMENT_SET Done
Create ATP Rules Done
Run " Collect Planning Data" Done
Run " Refresh and Start the Order Promissing Server" Done

O2C Cycle

Provide Inventory Org in System Options

Disable "Include Credit Check" at customer account

Create Sales Order (SO)

Book Sales Order
Pick Release
Ship Confirmation
Create AutoInvoice

Sales Returns: RMA

Set "Returnable" Attribute for Item
Run "Collect Planning Data"
Run "Refresh and Start Order Promising Server"
Create Sales Order: 5 Qty
Book, Pick Release, Ship Confirmation
Create AutoInvoice
Create Returns: 1 Qty
Create Receipt
Run " Send Receipt Confirmation"
Create Credit Memo in AR

Import Customers
>Purchase Orders--->Receipt--->Invoice--->Payment

k Rlease---->Ship Confirmation--->Auto Invoice--->Receipt

Oracle Fusion Cloud SCM Online Training at ERPTREE.COM, Contact us: India Number: +91-8886096632
Accounts Receivables Basic Setups
Receivables System Options Configuration Done
Define Transaction Types N/A
Define Transaction Sources N/A
Autoaccounting Configuration Done
Create Payment Terms Done
Create Statement Cycles Done
Collector Creation Done
Create Customer Profile Class Done
Create Reference Data Set for Customer Site Done
Assign RDS (Customer Site) to Business Unit Done
Create Customer Done
Create Customer Site/Address Done
Create Remit-to-Address Done
Create Receivable Activities Done Earned Discount
Create Receipt Classes & Methods Done Unearned Discount
Assign AR Roles to User Done
Provide Data Access for User Done Accounts Receivable Manager
Run LDAP Job Done Accounts Receivable Specialist
Open Receivables Periods Done Billing Manager
Billing Specialist
s Receivable Manager
s Receivable Specialist