Oracle Purchasing (PO)

This course is designed to give delegates the skills to process requisitions, orders and receipts, understand the approvals process, make enquiries and run reports in both Purchasing and iProcurement and in addition provide an overview of the key elements of set-up and how they affect the system's operation.

The delegate will practice:

• Managing Suppliers
• Defining and Creating Items
• Creating RFQs and Quotations
• Approving Supplier Lists and Sourcing Rules
• Processing Purchase Order Requisitions
• Processing Purchase Orders
• Processing Purchase Order Receipts
• Approving/Rejecting Requisitions
• Forwarding to the Workflow Process
• Raising iProcurement Requisitions
• Running Standard Purchasing Reports
• Carrying out Month End Processes

This course is designed for users in Procurement, Facilities and Finance departments.  Delegates may include line managers who have budgetary responsibility or departmental purchasing officers.

By the end of this Oracle Purchasing (PO) course delegates will be able to use Oracle Purchasing and iProcurement to manage the procurement process.  They will also know how to manage suppliers, locations and items; how to create quotations, requisitions, purchase orders and how to receive items. They will learn how to use inquiries to monitor the current status of purchase transactions that have been sent for approval.

Delegates should have a working knowledge of the Procurement Process within their own organisation. Knowledge of Oracle Navigation would be advantageous.

• Oracle Accounts Payable
• Oracle General Ledger

NOTE: Course technical content is subject to change without notice.

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

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

• 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

• Define 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

• 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

• 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

• 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

• 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

• 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

• Integration with Payables
• Integration with Inventory

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

• Shopping by Store
• Shopping to Category
• Checkout Process

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

• Requisition Information
• Review Approver List
• Review and Submit

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

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