Licensing

Client IT Head - Oracle Sales Team -> Invoice -> Payment -> IT Head Receives Email From Oracle
Test Application/Instance
Production Application/Instance
Ondemand Instance1 - Seperate Cost - 6 Months
Ondemand Instance2 - Seperate Cost - 12 Months
Client -> RFQ -> TCS/WIPRO -> TCS -> Project Manager -> Project Team (Functional Consultant,
Project Lead -> Conduction Workshops -> Gather the Requirement -> Matching Application Fun
GAP: Custom Solutions-> Implement-> Test -> UAT -> LIVE

1 Implementation User creation & User Management

2 Fusion Security - Roles

3 User categories
4 Custom Role
5 Programs (Run Fresh Instance and After the upgrade)

6 Implementation Project Creation (Optional)

7 Sandbox
8 Connect to the database
9 Enterprise Structure
a
b
c
d
e
f
g
h
i

Different Ways

1
2
 3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34

Business User/Employee Creation

1
2
3
4
5
6
7
8
yment -> IT Head Receives Email From Oracle which has Application Details
https://XXXX-test.fa.ap1.oraclecloud.com/
https://XXXX.fa.ap1.oraclecloud.com/
https://XXXX-dev1.fa.ap1.oraclecloud.com/
https://XXXX-dev2.fa.ap1.oraclecloud.com/
ager -> Project Team (Functional Consultant, Technical Consultants)
he Requirement -> Matching Application Functionality -> Configure Application -> Testing -> Users Acceptance Testing -> LIVE (Producti

Table: PER_USERS

1. Employee - Run Programs/Reports/Jobs/Job Set- every Employee to

company
2. IT Security Manager - User & Role Management- Only Admin of
company
3. Application Implementation Consultant - Access to Setup &
Maintainance
4. ESS Administrator - View & Manage all ESS Jobs submitted by the users
- Manage Programs Submitted all the users
Control User Name Generation, Pwd Policy & Notifications Fusion
Manually, Duplicate Existing Role (Add, Remove PRV) Role (Abstract Role, Job Role
Retrieve Latest LDAP Changes Duties
Send Pending LDAP Request Privileges
Import User and Role Application Security Data Data Security
Managing Tasks & Project Status/Monitoring
Apperance & Structure

Fusion - Enterprise Structure EBS - Multi Org Structure

Enterprise Business Group
Division (optional) - LOB (Tele, Constru) OR Region (US, AU,CA, IND) - US T NA
Ledger - Currency, Calendar, COA, SLA (Standard Accrual) Ledger - Currency, Calendar, COA, SLA
Legal Entity Legal Entity
Business Unit Operating Unit
Item Master Org (Logical Org) Item Master Org
Inventory Organization Inventory Organization
Subinventory (Warehouse) Subinventory
Locator (optional) Locator
Reference Data Set

Rapid Implementation https://www.youtube.com/watch?v=vSOGiM

Enterprise Structure Configurator (Establish Enterprise Structures) Deploy
Manual

Reference Data Set (COMMON) Or Define your Reference Data Set

Manage Location (Enterprise, Business Unit, Inv Org1, Inv Org2)
Enterprise (Edit)
Legal Address
Create Legal Entity
Associate LDG to Legal Entity Manage Legal Entity HCM Information
Currency (Use Existing Currencies)
Accounting Calendar
Value Sets - Company, Department, Account
Create Structure
Create Structure Instance (Global or Locally (IND, US, CHINA, SG) COA
Deploy
SLA or Accounting Method (Standard Accrual)

Ledger creation Company

Specify Ledger options 01- Training,
Associate Legal entity to Ledger 02- Staffing
Review and Submit Accounting Configuration - Verify Ledger Status
Business Unit
Business Functions
Manage Service Provider Relationship (Just Verify) IND Str INS
Manage Business Unit Set Assignment (Just Verify)
Item Master Org IND
Shift 4
Workday Pattern
Schedule (Calendar)
Create Locations for Inventory Organizations
Physical Inv Org's (Hyd, Blre) (New York, California)
Sub inventories
Locators Predefined, Dynamic, Item Level
Value Sets - Block, Floor, Room Row, Rack, Bin
Structure Block, Floor, Room
Structure Instance
Deploy

My Client Groups -> New Person Icon and S&M-> Manage User Task Role: Human Resource Specialist
Department
Jobs
Position
Employee Creation (Setup Task -> Manage User (Short Details), Home Page -> My Client Groups -> New Person (Full Detail
Assign Roles - Job of an Employee
Data Access ADFDI, Task Level Upload ?
Auto Provision Roles Task: Manage HCM Role Provisioning Rules
HDL Process (Technical) - Bulk creation/upload Employees & Roles
ptance Testing -> LIVE (Production)

EBS
Responsibility Order Management View Create/Custom
Menu Order Management Administrator Order Administrator
Function Order Management Super User Order Manager
View, Update Function Order Management User Order Entry Specialist

y, Calendar, COA, SLA

Manage Purchase Order

Create Purchase Order

Submit Purchase Order

Cancel Purchase Order

outube.com/watch?v=vSOGiMepkh4
ntity HCM Information

1.Finance Consultant, Finance Team, Company Auditor

2. Country
3. how you want to view/track financials reports

Structure
5
Location Category Product
India Sales EBS SCM
US Maintainence Fusion SCM
Service EBS Finance
Fusion Finance

US STR INS UK STR INS SG STR INS

USA UK SG
3 5 2

amic, Item Level

source Specialist

oups -> New Person (Full Details)

CM Role Provisioning Rules

Warehouse Manager Super User
Warehouse operator User
FG Accessories Spare Parts Service

Account
Salaries
Cash
Furniture
Rent

CH STR In

CHINA
2
Product Management

1 Item Life Cycle Phases

2 Manage Item Statuses
3 Manage Item Types (Lookup)
4 Manage Operational Attribute Group
5 Manage Item Class
6 Manage Unit Of Measures
7 Item Catalog -> Categories -> Assign to functional area
8 Item Profile options
9 Assign Roles - Product Manager, Product Data Steward
10 Provide Data Access - Inventory Org's
11 Try - Single Item Creation, Copy Item
12 Compare Items
13 Mass updates (like assigning category to all items etc)
14 Delete Groups

Item Upload
FBDI - File Based Data Import
1 Download Spreadhsheet from Oracle Site - Public Url
2 Fill the data & Validate the Data
3 Convert the spreadsheet into CSV and .Zip file
4 Save file in UCM Server (.Zip)
5 Run 'Load Interface file for import'
6 Item Import/Import Supplier/Import Sales Order

Tables
Product Model EGP_SYSTEM_ITEMS_B
EGP_SYSTEM_ITEMS_INTERFACE

Upload -> Interface Table -> Base Table

Activities
1 Single Item creation
2 Multiple Item creation
3 Try Item FBDI Template - Insert, Update,
4 Item FBDI Template - Serial, Lot Items and Lot & Serial Item
5 Item deletion process
6 Primary & Secondary UOM
7 Try changing catalog assignment from Org - Master level
8 Remove catalog assignment from functional area and assign new catalog to it.
9 Try Item catalog - FBDI template
 Job Roles

HCM Role

S&M Design, Prototype, Production, Obsolete

S&M Active, Inactive
S&M FG, KIT, SubAssembly, ATO, Spare Part, Service Item etc
S&M 290 Attributes Controlling Master/Org
S&M Root Item Class
S&M No Seeded Data, No template to upload, 19d- T
Dashboard, S & M
S&M Site, User 5 Profile options

Data Access Not Required, Since we provided access at Item Class Setup Level

Download
Fill the data
.Zip File
UCM=Universal Content Manager
Interface Tables
Base Tables

ign new catalog to it.

 Product Manager Used to define items manually
Product Data Steward Used to upload items using FBDI Process
Human Resource Specialist

Part, Service Item etc

Master/Org

Unit Measures Class - Base UOM

UOM
Conversion
1.Intra Class Conversion (within) Item
2.Inter Class Conversion (across) Item
3.Standard Conversion 1 Doz = 12 Eaches
Time Min
Sec
Hrs

Area Sq feet Currency INR

Sq inches USD
Acres SGD
KRW

Quantity Each (Base UOM) Volume Ltr

Box Barrel
Dozen
Pack
1 Dozen = ? Each
1 Box = ? Each
KG
Bag
Catalog
 Fusion
1 Self Service Procurement (SSP)
2 Purchasing (PO)
3 Sourcing
4 Supplier Portal (SP) - Free
5 Procurement Contracts (Buy)
Procurement Contracts
Supplier Qualification

Requester Who has the requirement of goods/service

Preparer Who is preparing the requisition
Buyer Responsible for procuring the good/service from the supplier & Communication

Requisition Status Incomplete -> Pending Approval -> Approved

PO Header/Line Status incomplete-> pending for approval -> open -> closed for receiving -> closed for invoicing -> closed

1 Suppliers

2 Procurement Foundation

Refer Notes

3 Purchasing Foundation
 4 Receiving

5 Req, PO Approvals (AMX)

6 Negotiation Approvals

7 Supplier Approvals

8 Types of Approval Hierarchies

9 Procurement Transaction Account Rule (TAB/TAD)

10 Receipt Accounting
P2P Accounting Impact

11 General Topics
Mandatory Configurations
1 Common options for payables and procurement
2 Configure requisition business function
3 Configure procurement business function
4 Procurement Document Numbering
5 Procurement Agent
6 Transaction Accounting Builder
7 Approvals
8 Receiving Parameters
9 Purchase Order Document Layout
Optional Configurations
1 Line Types
2 Change order templates
3 Profile options
4 Document Styles
5 Payment Terms
6 Freight Terms
8 Buyer Assignment Rules
9 Hazard Classes
10 UN Numbers
11 Supplier related configurations

Business Transactions
Business Transactions Suppliers Model

SSP Manage Requisitions

 Manage Requisitions

Requisition Pdf Layout

Requisition Approval Email Body

Purchasing Types

Purchase Order Document Defaults

Manage Orders

PO PDF/Layout
PO Supplier Communication Email Subject & Body

Change Order Initiating Party

Observe when Change order created and Revision N

ASL

Manage Agreements

Purchase Order Schedule - Close

Vaction Rules

BPM-PO Notifications

Routing Methods

Returns (RTV)

Correction

Unordered Receipts
Touchless Buying/Automatic PO Creation
Position Hierarchy Steps

Employee/Supervisor Hierarchy

Job Level

Purchase Order Statuses

Line Statuses

Supplier Portal

Sourcing/Tender
Setups

Procurement Contracts

Business Transactions
1

4
 5

Important Observations How Ship To/Delivery Org

P1 - Org Default
P2 - Org Default
P3 - Location Default
P4 - Location Default
P5 -Org Default
P6 - Org Default

P2P Cycle Requisition -> RFQ -> Quotations -> Best Quotation -> Purchase Order -> Receipt -> Invoice -> Paymen

Types Purchase Order

Blanket Agreement
Contract Agreement
 EBS Roles
iProcurement Suppliers
Purchasing
Sourcing Requisitions
iSuplier
Procurement Contracts
Purchasing

Receiving
ce from the supplier & Communication Sourcing
Procurement Contracts
`

n -> closed for receiving -> closed for invoicing -> closed

Specify supplier numbering sequence

Manage Supplier Type Lookup
Tax Organization lookup
Manage Supplier Product and Service Category
Manage Supplier Descriptive Flexfield (Supplier, Supplier Site)
Configure Supplier Registration and Profile Change Request
Configure New Supplier Notification
Manage Audit Policies (Enable Objects & Audit Report Program)
Payment Terms
Freight Terms
Manage Carriers
Line Types (Goods, Fixed Price Services)
Procurement Agent (Supplier Site Assignment, Purchase Order, Agreement) EBS: Document Types
Manage Common Options for Payables and Procurement EBS: Financials options

Configure Requisitioning Business Function EBS: Purchasing options (1 Sectio

Change Order Template
Configure Procurement Business Function EBS: Purchasing options
Procurement Document Numbering REQ,PO, AGR,NEG
Purchasing Profile Options 3-Copy DFF, 4-Commu, 3- Def

Manage Hazard Classes

Manage UN Numbers
Manage Buyer Assignment Rules Identify Buyer for a Requisition, Global Procure
Requisition Descriptive Flexfields
Purchasing Descriptive Flexfields
Manage Approved Supplier List Status
Receiving Parameters EBS: Receiving options
Receiving Profile Options RCV_TP_MODE, SSP - 4 (Inventory, Transfer Or
Receiving Descriptive Flexfields Header, Line
Requisition Approvals
Purchase document Approvals
Manage Supplier Negotiation Approvals (Draft -> Active)
Manage Supplier Negotiation Award Approvals
Manage Internal Supplier Registration Approvals (Register Supplier)
Manage Supplier Registration Approvals (URL)
Manage Supplier Profile Change Approvals
Manage Supplier Spend Authorization Approvals (Promoting Prospective -> Spend Authorized)
Manage Internal Supplier Profile Change Approvals
Supervisor Hierarchy
Position Hierarchy/Tree Tree -> Tree Versions -> Top Node -> Child Nod
Job Level Hierarchy
Approval Group
Single Approver
Manage Mapping Set (optional)
Manage Account Rule
Manage Transaction Account Definitions (TAD)
Manage Subledger Accounting Options - Purchasing

DR: What comes in, CR: What goes out

Req No Acc Impacting
Purchase Order 100 USD No Acc Impacting

Receive Receiving Insp Acc DR 100

Accrual Acc CR 100

Delivery SI Inventory Material Acc DR 100

Receiving Inspection Acc CR 100

Invoice Accrual Acc DR 100

Liability Acc CR 100

Tables
Requisitions

Roles
Reports
Tables

Purchase Order

Carriers

Receiving

Tables
Requisitions

Business Transactions
Create Suppliers (No Approvals)
Register Suppliers (Internal)
External Registration
Prospective -> Promote -> Spend Authorized Supplier
FBDI Template
Approvals
how Supplier setup level options are defaulted to purchase order
Roles
Tables POZ_SUPPLIERS, POZ_SITE_ASSIGNMENTS_ALL
Supplier Audit History

Non Catalog Requisition

Information Catalogs - Information and Tips Category Hierarchy
Public Shopping List Feature Cateogry, BPA
Smart Forms/Request Forms & Information Templates BPA, Information Temples Descriptive Flexfield
Purchasing News
Browsing Category Hierarchy
Local Catalog BPA, Item Cateogry, Browsing Category
Punchout Catalog Mapping Set, Punchout Catalog
Item Based Requisition Role: Advanced Procurement Requester
Approvals
Duplicate, Cancel, Reassign Requisition, Withdraw & Edit (Approved, Pending Approval)
Roles
Tables
Purchase Order (Document Builder/Autocreate)
Receipt
Mass Cancel of Requisition Lines (Easiest option REST API) REST API:curl -u username:password -X POS
Requester initiated change order
Buyer initiated change order
Purchasing News
Requisition home page personalization

Cancel Requistion
Duplicate Requistion
Withdraw, Edit & Resubmit
Add Attachements & Attachement Types
Reassign (change preparer name)
Agreement/commitment
BI -> Procurement -> Self Service Procurement -> Purchase Requisition PDF Report
between company and supplier
BI -> Procurement -> Self Service Procurement -> Requisition Approval Email Report
to procure goods/services for
certain period/amount - Bulk
Purchases, Price Breaks,you
Standard Purchase Order One
knowtime
whichorder for goods/service
goods/service
Blanket Purchase Agreement looking from supplier
Contract Purchase Agreement We don’t specifiy goods/service

Ship-to: Preferences->Requistion->Purchase Order https://docs.oracle.com/en/cloud/saas/pro

Bill-to: Supplier site
Ship Method: 1.Agreement, 2. Supplier Site, 3. Purchasing options
Freight Terms: 1. Supplier Site, 2. Purchasing options
Payment Terms: 1.Agreement, 2. Supplier Site, 3. Purchasing options
Receiving Control: 1. Supplier Site 2. Item , 3. Receiving Parameters
Routing Method: 1. Item 2. Supplier Site , 3. Receiving Parameters
Cancel of Purchase Order and purchase order lines before receiving and after receiving and partial receipt also
Mass Cancel of Purchase Order & Lines
Mass Update of Purchase Orders Header, Lines, Schedule, Distributions FBDI, ADFDI, REST API, VBCS

BI -> Purchase Document PDF Report

BI -> Purchase Document Email Report

Buyer, Requester
Try this example

Approved Supplier List Entry - Manually

Automatic - Creating through Program

Retroactive Pricing

Using the ADFDI Process

Setting for him self EX: Buyer1, Buyer2, Buyer3, 4,5,6,7,8,9

Setting for others as a Admin
Reassign notifications to others from BPM as Admin Delegate: Buyer1 submitted the PO, Buyer2 va
Reassign: Buyer1 submitted the PO, Buyer2 vac
Approval Reminder Notifications
Escalations
Don't send multiple notifications for the same human task event

Direct Receive Expected Shipments

Standard Receive Expected Shipments-> Put Away Rece
Inspection Receive Expected Shipments-> Inspect Receipt

Return Receipts

Correct Receipt

Unordered Receipts
Create orders immediately after requisition import Enabled
Agreement Required (BPA/CPA) Enabled
Automatically generate orders at agreement level Requred
Generate Orders (not required to submit in current release)
 Jobs
Create Department Director - 30
Create Jobs - Must Enter Job Level Manager - 20
Create Positions & Department, Job Consultant - 10
Assign Job & Position to employee
Create Position Tree (Tree -> Tree Version -> Top Position -> Followed Position)
Active - Online Audit 30
Flattening (Row or Column) 20
Configure Approvals 15
Test 10
Create Job (Must Enter Level)
Create Employee and Assign Job, Manager to the employee Jobs
Director - 30
Configure Approval Rules Based on Matrix provided in the Middle Manager - 20
Create Transactions/Documents Consultant - 10
Verify Approval List
Verify Approval Notifications & Approve it.

Create Job (Must Enter Level)

Create Employee and Assign Job
Configure Approval Rules Based on Matrix provided on the Middle Enter a number to approve by number of empl
Create Transactions/Documents
Verify Approval List
Verify Approval Notifications & Approve it.

Incomplete -> Pending Approvals -> Pending Supplier Acknowledgement -> Open -> Closed -> Finally Closed
Closed for receiving -> Closed for invoicing -> Close -> Finally close

Create user account for supplier Supplier Roles - 11 Roles

Manage Supplier User Roles Supplier Self Service Clerk
Purchase Order Acknwoledgement Supplier Self Service Administrator
Purchase Agreement Acknwoledgement Supplier Sales Representative
Updating the purchase order (Document and Schedule only allowed) Supplier Customer Service Representative
ASN - Advance Shipment Notice Supplier Bidder
ASBN - Advance Shipment Billing Notice
Invoice
Supplier Profile Changes
Supplier News
Responding to RFQ (Submitting the Quotations)

Create Tender (RFQ, RFI, Auction)

Tender/Negotiation -> Internal Approval -> Active -> Response -> Identify Best Response -> Award the Supplier -> Internal App
Standard Negotiation - One Stage
Tender Template
Two Stage Negotiation - Technical Review & Commercial/Finance Review (Two Stages)
Surrogate Response
Create RFI - No outcome
Create Auction
Approval Attributes in the Negotiation Approvals
Create Requisition and Convert to Negotiation (Document Builder)

Negotiation Styles (Control the sections, defualt information)

Cost Factors
Cost Factors List
Attributes List
Variables creation
Sourcing Lookups

Contract Between Company and Supplier Contract Flow

Sections
Clause Type S&M
Clause
Folder
Terms Template
Contract Creation
BPM- TemplateApprovalHumanTask Terms template approval
BPM- ContractClauseApproval Cluase Approvals
BPM- ContractsApproval Contract Approvals
Numbering Sequence

Notes https://docs.oracle.com/en/cloud/saas/pro
EBS
Standard Purchase Order
Create Requsition Planned Purchase Order
Converted to Purchase Order (Auto create) Blanket Purchase Agreement
Receipt Contract Purchase Agreement

Purchase Order (Goods (Inventory), Services

Receipt The purpose of the action is the fol
Verify onhand While processing requisition lines i

Purchase Order (Goods - Expense Items - Pens, Papers)

Receipt

Blanket Purchase Agreement

 Standard Purchase Order Based on Agreement
Receipts

Contract Purchase Agreement

Standard Purchase Order Based on Agreement
Receipts

Direct Purchase Order - Org Defaulted Procurement Options

Preferences Location tied Inv Org
If the Location untied, Requisition Options
Preparer Preference
Preparer and Requester different - Requester Employee Location eventhough Requester has preferences
Preparer and Requester different and Preparer Preference Location tied to Inv Org, Requester Location also tied to Inv Org , An
Preparer and Requester different and Preparer Preference Location tied to Inv Org and Requester Location is not tied to Inv O

Quotation -> Purchase Order -> Receipt -> Invoice -> Payment -> Posting to Ledger

Price breakups, ItemA, ItemB, ItemC

 Role Name
Supplier Manager (Task: Create Supplier)
Supplier Administrator
Procurement Requester
Procurement Preparer
Advanced Procurement Requester
Buyer

Procurement Manager
Procurement Application Administrator
Receving Agent
Category Manager
Procurement Contract Administrator
Procurement Catalog Administrator

GOAL
Configuration is set to 'Approval required for buyer modified lines' ,
however when a buyer changes the price on an approved requisition there is no approval request sent

What is the purpose of 'Approval required for buyer modified lines'

SOLUTION
The purpose of the action is the following:
While processing requisition lines into purchase orders,
buyer may find it more meaningful to split a requisition line into two or replace the
original requisition line with a different line from the online catalog.
This option lets the buyer changes be evaluated and routed for
approval by the same set of approval rules used for approving a requisition.

Requisition, Global Procurement

- 4 (Inventory, Transfer Order, Blind, Past Due Order), ERS

s -> Top Node -> Child Node

Distribution Accounts
Charge Account
Accrual Account (Passes the value to AP)
Variance Account (Cost - Req/PO Price)

xxxxxxxxxx

01-887-4553

Acc CR 100

POR_REQUISITION_HEADERS_ALL
POR_REQUISITION_LINES_ALL
POR_REQ_DISTRIBUTIONS_ALL
POR_REQ_HEADERS_INTERFACE_ALL
 POR_REQ_LINES_INTERFACE_ALL

PO_HEADERS_ALL
PO_LINES_ALL
PO_DISTRIBUTIONS_ALL
PO_HEADERS_INTERFACE
PO_LINES_INTERFACE
PO_INTERFACE_ERRORS

RCV_SHIPMENT_HEADERS
RCV_SHIPMENT_LINES
RCV_TRANSACTIONS

POR_REQUISITION_HEADERS_ALL
POR_REQUISITION_LINES_ALL

RCV_TRANSACTIONS_INTERFACE

_SITE_ASSIGNMENTS_ALL_M, POZ_SUPPLIER_CONTACTS

mples Descriptive Flexfields

Browsing Category

urement Requester

Reassign will send any notification to Requester ? (Email/Bell Notification)

ername:password -X POST -H "Content-Type:application/vnd.oracle.adf.action+json" -d 'request payload' "https://servername/fscm

Agreement Amount
Yes
Yes

com/en/cloud/saas/procurement/21d/oaprc/purchase-orders.html#OAPRC126364
 receipt also

Buyer3, 4,5,6,7,8,9

bmitted the PO, Buyer2 vacation Rule (Buyer7) - Email Notification, Bell Notification (Buyer7), Email Notification (Buyer2) Either Buyer2 or
mitted the PO, Buyer2 vacation Rule (Buyer7), Email Notification, Bell Notification (Buyer7) only Buyer7 should approve, Buyer 8, Buyer9 .

pments-> Put Away Receipt

pments-> Inspect Receipt -> Put Away Receipt

Requsition Options
 Positions
ProcurementDirector
ProcurementManager
ProcurementConsultant

Employee
Sridevi
Srikala
Divya

pprove by number of employees ex: 1, 2, 3 in the Minimum Job Level field

Administrator

ervice Representative

he Supplier -> Internal Approvals -> Outcome (PO,BPA,CPA)

Blind: Only Buyer can see responses
 Sealed: Buyer & Supplier can see responses after negotiation is unlocked

Contract - Buy:Contract Terms -> Sections -> Clauses -> Information and Variables

e approval

com/en/cloud/saas/procurement/20c/fasca/approve-and-accept-procurement-contracts.html#FASCA232397

Blanket Release
Purchase Order

the action is the following:

g requisition lines into purchase orders, buyer may find it more meaningful to split a requisition line in
 on also tied to Inv Org , Ans: Requester Location Inv Org
ocation is not tied to Inv Org, Ans: Preparer preferences location tied Inv Org
Description
Manages supplier information and authorizes promotion of prospective suppliers to spend authorized.
Manages supplier profile and user provisioning.
Requisitions created for him self used to create not catalog requisitions
Preparing requisitions for others used to create inventory/item requisitions
Create item/goods based requisitions
Procurement professional responsible for transactional aspects of the procurement processes

Procurement professional responsible managing a group of buyers in an organization

procurement applications configuration to meet the needs of the business.

Responsible for identifying savings opportunities, determining negotiation strategies, creating request for quote, request for in

Manage Catalogs, Content Zones, Browsing Category Hierarchy, Public Shopping List etc.

Requisitions Source
Internal Requisition Internal Organization
External Requisition Supplier

Business Relationship Prospective

Purchase Order No
Purchase Agreement No
Bidding Yes

SI NO Supplier creation ways

1 Manually - Create Suppliers
2 FBDI Upload/Import Suppliers
3 Registration
i.Internal Registration - Register Suppl
ii.External Registration - Link

SI NO Supplier creation invoking Areas

1 SSP
2 Sourcing
3
Receipt Routing Methods
Direct Delivery SI
Standard Receive - Delivery SI
Inspection Receive - Inspect (Accept/Reject) - De

Match Options
2 Way (Service) PO = Invoice
3 Way (Goods) PO = Received = Invoice
4 Way (Goods) PO = Received = Accepted = Invoice

TP Mode (Receiving Transaction Processor/Manage Receiving Transactions)

Batch Manual (Schedule - 60 Min)
Online Auto
Immediate Auto

AMX Approval Management Extension

Rule Name
Conditions : Amount <,>,Between
Action1 Supervisor Hierarchy
Action2 Position Hierarchy
Job Level Hierarchy
Approval Group
Single Approver
Stage Pre Approval
Main Approval
Post Approval
Routing FYI
Parallel (Consensus, First Responder Wins)
Serial

TAB Main Conditions

"Destination Type Code"(PO,S,S) = INVENTORY "Inventory Item"."All" Is not null
"Destination Type Code"(PO,S,S) = EXPENSE "Requisition Charge Account"."All" Is not null
"Destination Type Code"(PO,S,S) = Drop Ship
"Destination Type Code"(PO,S,S) = Shopfloor
"Document Type Lookup Code"(PO,S,S) = REQUISITION
"Document Type Lookup Code"(PO,S,S) = Purchase Order
"Item Asset Indicator" = Y To identify Asset Item/Expense Item
Consensus
Voting Regime (Parallel)
First Responder Wins

TAB Structure Application - Purchasing

TAB
Account Rule
Mapping Set
Ledger
SLA Structure Accounting Method/SLA
SLA Appli - PO, Rece, Pay, Re
Event Class
Event Type
ester ? (Email/Bell Notification)

ation/vnd.oracle.adf.action+json" -d 'request payload' "https://servername/fscmRestApi/resources/version/purchase Requisitions

Duration Good/Services
Yes Yes
Yes No (No Lines)

hase-orders.html#OAPRC126364
Notification, Bell Notification (Buyer7), Email Notification (Buyer2) Either Buyer2 or Buyer 7 any one can approve - Buyer3, Buyer4,.....
otification, Bell Notification (Buyer7) only Buyer7 should approve, Buyer 8, Buyer9 ....

JR Rule Set
 Description Rule
Employee Supporting Reference
Sridevi
Srikala JR Line Rule
Divya Account Rule
Mapping Set

mum Job Level field

s after negotiation is unlocked

-> Clauses -> Information and Variables

Fusion

Standard Purchase Order

No
Blanket Purchase Agreement Purchase Order
Contract Purchase Agreement Purchase Order

buyer may find it more meaningful to split a requisition line into two or replace the original requisition
s location tied Inv Org
d authorized.

g requisitions
tem requisitions

ting request for quote, request for information, request for proposal, or auction events

Spend Authorized
Yes
Yes
Yes

Approvals
No
No

Yes
Yes

CO Number REV Number

Internal Changes Yes No

External Changes Yes Yes

One Step Process

Two Step Process
Three Step Process
 Errors are displayed on page
No errors are shown in page but error transactions sits into RCV_TRANSACTION_INTERFACE table

Requisition Conditions
Requisition Header Requisition Line
BU Category
Requisition Amount Delivery to Location
Currency Line Amount
Internal Requisition Line Type
Preparer Job Requester Job,Department
DFF DFF
User Defined Attribute ( Urgent Requisition
Cost Center Manager

Responder Wins)

unt"."All" Is not null

es/version/purchase Requisitions/purchase Requisition UniqID"

Price Breakups
Yes
No
an approve - Buyer3, Buyer4,.....

Price Breakups

Yes

No
ace the original requisition line with a different line from the online catalog.
 PO Conditions
Document Header Document Line
BU Category
Document Ordered Amount Delivery to Location
Currency Line Amount
Document Style Line Type
Buyer Destination Type
Department Document Type (Std, BPA,CPA) NA
Backing Requisition Exists
Change Order Type - External/Internal
Fdocument seq

Cycles

Standard Sales Order

Picking/Shipping

Sales Order Status

Header
Line

Picking/Shipping
Order Management

Pricing

GOP - Identify Source, Generate Schedule Ship Date

DOO

Jeopardy
Jeopardy Threshold setup

Pre Transformation Rules (Def Rules)

Post Transformation Rules
Enterprise level -> User creation: None
Sale Person
Manage Resources
Line Adjustment Lookups
Adjustment Reason
Generic Holds
Credit Hold
Credit Limit
Manage Order Management Parameters
Manage Order Management Parameters
Stackholder notifcations
Sales order pdf document
Sales order email template body
Pickslip, BOL, Packslip, Commercial Invoice Etc.
Processing Constraints
Manage Order Profiles

Drophship Setups
Dropship Sales Order Statuses

Dropship Scenarios

Return Sales Order/RMA

Types

Transfer Order Setups

1
2
3
4
5
6

Transfer Order Steps

Sales Order Scenarios

Observations 01/JUNE/2021

Back to Back Sales Order -Buy -Purchase Order

Back to Back Sales Order Observations (05 March 2021)

Back to Back Make -Work Order

Order Management Tables

Shipping Tables

Pricing Tables
Order Management
Pricing
Global Order Promising (GOP)
Distributed Order Orchestration (DOO)
Inventory
Procurement

Standard Sales Order (Ship & Bill)

Ship only
Bill only

Return Sales Order (Return & Credit)

Return only
Credit only
Drop ship sales order
Back to Back Sales Order (Buy (Purchase Order), Make (Work Order))
Transfer Order (IR, ISO)

Enter Order
Submit - Sales Order Approvals, Credit Holds & Respective Orchestration
Release Sales Order
Picking - Pickslip Report
Shipping - BOL, Packslip, Commercial Invoice Report, (Shipment Interface) ITS
Auto Invoice Master Program
Invoice
Receipts
Cash Management
General Ledger

One Step Process (Auto)

Two Step Process (Either pick or ship confirm is manual)
Three Step Process (Manual)

Draft -> Awaiting Approvals (If approvals are there) -> Approved -> Processing -> Close (Completion of 'Update or close sal
Not Started -> Created/Entered -> Scheduled -> Reserved -> Awaiting Shipping -> Shipped -> Awaiting Billing -> Closed

Release Sequence Rule

Pickslip Grouping Rule
Pick Release Documents - Print Pick Slip Report
Ship Confirm Documents
Shipping Document Job Set Rules
Ship Confirm Rule
Stage Sub Inventory

Document Categories - BOL, PKSLP, Commerical Invoice

Document Sequencing - BOL, Packslip, Commerical Invoice
Shipping Parameters
Pickwave Rule (Release Rule) - Auto/Manual
Manage Carrier Lookups
Ship Methods/Carrier
Freight Terms (lookup)
Payment Terms
Manage Order Management Parameters (Item Validation Org)
Enable 'Activate Credit Check on Order Submit'
Enable 'Credit Check Failure at Order Submit'
Start Sales Order Approval Process -> Yes/No
Sales order approvals
Customer Profile Class
Customer
Pricing Roles
Pricing Profiles Lookups (Extend)
Customer Pricing Profiles (ORA_QP_CUSTOMER_VALUE_RANKINGS)
Pricing Segment Lookup (ORA_QP_CUST_PRICING_SEGMENTS )
Manage Pricing Segments
Manage Pricing Parameters
Employee (Just verify roles assigned sofar)
Roles
Manage Data Access for users
Manage Price List
Return Price List
Shipping Charges List
Discount List
Manage Pricing Strategies
Manage Pricing Strategy Assignments
Service Mapping
Matrix
PublishClasses
(if any changes made to matrix classes)

Manage Planning Source Systems

Collect Planning Data (Source System (OPS) -> Destination System (OPS)
ATP Rule
Sourcing Rule - Transfer from (SO), Buy (DP), Make (ATO)
Profile option (MSC_SRC_ASSIGNMENT_CATALOG )
Sourcing Assignment
Manage Administrator Profile Values (MSP_DEFAULT_ASSIGNMENT_SET)
Refresh and Start the Order Promising Server
Note: Make sure week pattern legnth in days should be 7
Manage Orchestration Process Definitions
Generic Process: DOO_OrderFulfillmentGenericProcess
Bill Only: DOO_BillOnlyGenericProcess
Ship Only: Custom
Return with receipt & credit: ReturnOrderGenericProcess
Return with credit only: DOO_BillOnlyGenericProcess
Return with receipt only : Custom
Order Type Lookup (Sales Orders: ORA_DOO_ORDER_TYPES, Return Order: ORA_DOO_RETURN_LINE_TYPES )
Making order type as mandatory field
Manage Process Assignment Rule for sales orders
Manage Jeopardy Priorities
Manage Jeopardy Threshold Definitions

Manage Pretransformation Defaulting Rules

Manage Posttransformation Defaulting Rules

Create Employee-> Sales Rep

Assign Sales Person to Reference Data Set
Pricing Lookups
Manage Standard Lookup
Manage Hold Codes
Manage Hold Definitions
Receivables Customer Profile Class
Enable 'Activate Credit Check on Order Submit'
Enable 'Credit Check Failure at Order Submit'
Manage Business Event Trigger Points
Tools -> Report & Analytics -> Browse Catalog -> Shared Folder -> SCM->Order Management -> Sales Order Report
Tools -> Report & Analytics -> Browse Catalog -> Shared Folder -> SCM->Order Management -> Sales Order Email
You can find under warehouse operator folder
Manage Processing Constraints
Manage Order Profiles

Manage Supply Chain Financial Orchestration System Options

Manage Financial Orchestration Qualifiers
Enable Profit center Business Unit under Business Functions
Add the Profit Center BU to the Inv Org
Preparer for Procurement
Sourcing Rule (Buy from -> Supplier Name, Supplier Site)
Sourcing Assignment
Refresh and Start Order Promising Server

Sales Order Submission

SCO
Purchase Requisition
Purchase Order

ASN or AP Invoice Match

Header : Draft -> Processing -> Close
Line : Scheduled -> Requisition Created -> PO Created -> Awaiting Shipping -> Shipped -> Awaiting Billing -> Closed

Customer would like to change the ordered qty after the sales order submitted in the application -> Update Sales Order it
Customer wants to cancel a line in the sales order, so if you cancel Sales order line will it cancel PO line?
Customer would like to change the delivery date in the sales order
Customer would like to change the preferred shipmethod, if you change in sales order will it automatically changes in PO o
Entire sales order cancelled then PO get cancelled?
Sales Order line has split into 2 lines for mutiple delivery locations, will it update PO automatically?

Reference Return Order & Unreferenced Return Order

RMA with Receipt & Credit (ReturnOrderGenericProcess)

RMA with Credit (DOO_BillOnlyGenericProcess )
RMA with Receipt Only (Custom)
Item - Assign to both org's, Transfer order enabled - Yes, Internally Transferable-Yes

Item - Non Planned - Interorganization Parameters/Shipping Networks

Item - Planned (Sourcing Rule, Sourcing Assignement)
Shipping Parameters - Enforce ship method should be disabled
Enter Item Cost - Tranfer Cost
Destination organization location should be attached to destination org

Create Internal Requisition From Request Org/Destination Org

Run Process Supply Chain Orchestration Interface Program
Verify Transfer Order Creation in the Transfer Order Page
Pick
Ship
Bill
Receive

LeadTime Based ATP Rule - To Generate Schedule Ship Date

Partial Picking, Partial Shipping
Try with No onhand for the item
Auto (one step process)
Bill Only Sales Order - Shippable -No
Ship Only Sales Order - Invoiced Enabled - No, Invoiced - No
Partial shipment should not be allowed (Sales Order -> Allow Partial Shipment -> No)
Create a sales order in foreign currency (not in the functional currency)
Split the Order Line
Try to apply Manual/Automatic Discounts
Try the Shipping Charges PL to apply Freight chages to the sales order
Try with Bulk Release Sales Orders
Try credit holds, Release the holds
Without creating SA & SR for the item, we can fulfill the order by providing supply information in the sales order, so which

Create Sales Order

Submit Sales Order
Verify Supply Order - Purchase Requisition
Create Purchase Order
Receive the stock
Pick
Ship
Invoice

Sourcing Rule is Required, Buy - Buy from (Global/Local), Make - Make at (Local Sourcing Rule)
In the sales order screen select the warehouse
Sourcing Assignment Set condition should be Item & Organization
Item should be back 2 back enabled
Requisition business function options - Line type should be Goods
List Price/purchase price required
for the same item if you dont provide warehouse in the sales order screen it identifies as a drophship becuase of the Buy f
Item can be back 2 back enabled but it could be used for dropship based on the supplier selection in the sales order screen
User Requisition preference should be set to Inventory
During process requistion screen try changing the defaulted supplier
If there is enough onhand it is standard sales order and no onhand back to back order
Let say there is onhand-500 and create back to back sales order for 1000 qty will supply order created for 1000 or 500?
Buyer can see Sales Order Details in the Purchase Order Schedules -> Select View->All Columns (Customer Sales Order)

Create Sales Order

Submit Sales Order
Verify Supply Order - Work Order
Complete the work order
Receive the stock
Pick
Ship
Invoice

DOO_HEADERS_ALL
DOO_LINES_ALL
WSH_NEW_DELIVERIES
WSH_DELIVERY_DETAILS
WSH_DELIVERY_ASSIGNMENTS
QP_PRICE_LIST_ITEMS
QP_PRICE_LIST_CHARGES
 Roles
Order Management

Pricing

GOP

EBS
Sales Order Header
Sales Order Line

Release/Pick wave
Pick Confirm

Ship Confirm

Close (Completion of 'Update or close sales orders program')

Shipped -> Awaiting Billing -> Closed

According the priority system will release sales orders

Task Name:
Usefull
Define to generateScheduler
Enterprise pickslip report
Job Definitions and Job
Task Name:
Sets
Define Enterprise Scheduler Job Definitions and Job
Sets
Create -> Activate Rule -> Publish
If a value is given in "Packing Slip Document
Sequence Category" field of Manage Shipping
Parameters, then for this Document Sequence
Category, there should exists a Document Sequence
with Determinant Type as Legal Entity. If no value is
given in "Packing Slip Document Sequence
Category" field of Manage Shipping Parameters,
then system picks up seeded Document Sequence
Category (Name:PKSLP, Code: ONT: 2). For this
Document Sequence Category,
there should exists a Document Sequence with
Determinant Type as null

Bill of lading, Packslip Report

Master Org, Credit Hold, Sales Order Approvals & Pre

Pricing Manager & Pricing Administrator

S&M
S&M
S&M
Product Manager, Product Data Steward, Inventory
Manager,
S&M Order Entry Specialist, Pricing Manager,
Supply Chain Planning Application Administrator,
Order Promising Manager

Oracle Note id (FA: SCM: Pricing: How To Derive Pricing Strategy Based On Order Type (Doc ID 2287357.1)

Enable Inv Orgs for Collections

Supply Chain Planning Application Administrator, Order Promising Manager

GOP

S&M
Scheduled process
 Generic Flow (Ship,Bill), Ship only, Bill only

DOO_RETURN_LINE_TYPES )
Sandbox - Page Composer - Select - Edit Component - Override-> Expression Builder -> True -> Ok
Linking Order Type = Orchestration (processName_Deprecated)

Used to default attrbutes after the sales order entered

Used to default attrbutes after the sales order book

ORA_QP_LINE_ADJ_TYPES
ORA_FOM_ADJUSTMENT_REASON_CODE

Newly introduced in R13

Enter credit limit, Note: Credit Hold Check Box Yes: Takes every sales order to hold irrespective of credit limit
BasicsMaster/Open DataProcurement SuiteProduct ManagementInventorySheet2Sheet4OMDOOP

anagement -> Sales Order Report

anagement -> Sales Order Email

Linking master org with SCO

"Destination Type Code"(PO,S,S) = INVENTORY 'Or' "Destination Type Code"(PO,S,S) = EXPENSE 'Or' "Destination Type Cod

optional
optional
OPS

Qualifier Condition, Dropship financial flow

pped -> Awaiting Billing -> Closed

the application -> Update Sales Order it should update the Dropship PO
e will it cancel PO line?

order will it automatically changes in PO or not?

PO automatically?

Send Receipt Confirmation

We can create Return Order without original order reference from 18C. But we are unable to see the Actions-> Add Unrefe
y information in the sales order, so which means SA, SR is not required.

Buy from - Supplier, if onhand is there - no supply created

Sales Order Level - Supply Table - Warehouse

ourcing Rule)

tifies as a drophship becuase of the Buy from sourcing rule

upplier selection in the sales order screen or Buy from sourcing rule

d back to back order

supply order created for 1000 or 500?
->All Columns (Customer Sales Order)

Make - Mfg Organization (Local Sourcing Rule)

 Order Administrator
Order Entry Specialist
Order Manager
Order Orchestration Recovery Manager
Pricing Analyst
Pricing Administrator
Pricing Manager
Order Promising Manager
Supply Chain Planning Application Administrator
Supply Chain Controller

Fusion
Sales Order Header
Sales Order Line
Sales Order Fulfillment

1. Print Pickslip Report

1.Manage Ship
2.Print Bill o
3.Print Pac
4. Shipm
5.Comm

sales orders
 Shipping Parameters - Null, System Pickups Seed PKSLP, Document Sequence Setup Determinent Type Should Be Null.
Shipping Parameters - Not Null System Pickups Seed PKSLP, Document Sequence Setup Determinent Type Should Be Lega

Notes: If a value is given in "Packing Slip Document Sequence Category" field of Manage Shipping Parameters, then for thi

If no value is given in "Packing Slip Document Sequence Category" field of Manage Shipping Parameters, then system picks

there should exists a Document Sequence with Determinant Type as null."

Pricing Lookups
Pricing Lookups

Linking Master Org to pricing module

Derive Pricing Strategy Based On Order Type (Doc ID 2287357.1)

S&M
strator, Order Promising Manager
 Return with receipt & credit, return with receipt only, return with credit only

omponent - Override-> Expression Builder -> True -> Ok

essName_Deprecated)

rder entered

k Box Yes: Takes every sales order to hold irrespective of credit limit
ment SuiteProduct ManagementInventorySheet2Sheet4OMDOOPricingCosting ExampleCommon PO SetupsA

TORY 'Or' "Destination Type Code"(PO,S,S) = EXPENSE 'Or' "Destination Type Code"(PO,S,S) = DROP SHIP
te the Dropship PO

Source System: Oracle Fusion Order Orchestration And Planning

nal order reference from 18C. But we are unable to see the Actions-> Add Unreferenced Line option in our instance which creating Re
 R is not required.

o supply created

m sourcing rule
Ship Confirm - 80

Finance
Invoice Source
AR Transaction Type: XYZ
Configures all setup-related activities for order orchestration or order promising

Analyzes historical prices, trends and margins and then helps in determining future prices of products and services.
Manages price execution setup, customer pricing profile, pricing segments, pricing strategies and pricing rules.
Manages and approves pricing entities. Also manages price execution setup, customer pricing profile, pricing segments, pr
Manage Planning Source Systems
ducts and services.
d pricing rules.
ofile, pricing segments, pricing strategies and pricing rules.
FBDI - File Based Data Interface/Upload
1 Download Spreadhsheet from Oracle
2 Fill the data & Validate the Data
3 Convert the spreadsheet into CSV and .Zip file
4 Save file in UCM Server
5 Run Load Interface file for import
6 Item Import/ Supplier Import/Sales Order Import

Master Data FBDI

Locations Yes
Currency Conversion Rates TBD
Jobs TBD
Departments TBD
Positions TBD
Employee Load HDL Process
Data Access No
Item Categories Yes
Items Yes
UOM No
Item Cost (Standard Costing Method) Yes

Price List Yes

Customer Yes
Sourcing Assignment Yes
Suppliers Yes
ASL No
Procurement Agents No
Sales Agreements Yes

Physical Inventory - Recoding Warehouse QtNo

Cycle Count Import Yes
Customer Profile Class Yes
 UCM: Universal Content Manager

UCM: Universal Content Manager

Push to Interface Tables
Push to Base Tables

ADFDI Task Level Upload (20D)

Yes
Yes
Yes
Yes
Yes

Yes
No
No
No Yes
Yes

Yes
No
Yes
No
No
No Yes
No

TBD
No TBD
No TBD
Yes
Open Data FBDI ADFDI VB Add-In
On-hand (Inventory Transactio Yes No
Onhand Yes No
Sales Orders Yes No
Requisitions Yes No
Purchase Orders Yes No
Blanket Purchase Agreement Yes No
Contract Purchase Agreement Yes No
Purchase Orders Schedules ClosNo Yes Yes
Inventory
Transactions Mis Receipt
Mis Issue
Sub Inventory Transfer
Movement Request
Inter Org Transfer

Controls Lot Control

Serial Control
Locator Control
Revision Control

Counting/Accuracy Methods Physical Counting

Cycle Counting

Replinishment Method Min Max Planning

Open Data On-hand

Material Status Subinventory, Locator, Lot, Serial

Inventory Transaction Sources and Types

Activies Pre requisite

1 Try Intransit Transfer Complete Receiving setups
2 Run Intransit Inventory Valuation RepoItem should have cost
3 Try Enabling Lot & Serial for Sample Item
4 Try Physical Counting concept with serial & lot items
5 Try Cycle counting conept with serial & lot items
6 Try to use Cycle Counting - FBDI template
7 Onhand (Inventory Transaction) FBDI tempalte to upload normal, serial, lot based items
8 Control transactions using material status
9 Min Max Planning for serial/lot items
10 try to understand all 284 attributes at item level - it required to know for Item Upload
11 Item Category FBDI Template
12 Min Max Planning - Make Item
13 How Cancel Movement Request?
14 Partial Picking for Movement Request? Cancel the remaining the quantity
15 Backdated transactions allowed or not?
Tables
1 INV_MATERIAL_TXNS All completed transactions information
2 INV_ONHAND_QUANTITIES_DETAIL on-hand information
3 INV_SERIAL_NUMBERS Serial number information
4 INV_LOT_NUMBERS Lot number information
5 INV_RESERVATIONS Item onhand reservation information
 Increase on-hand
decrease on-hand
SI1 -> SI2
Create & Submit -> Create Pick (Pickslip Doc) ->Confirm Pickslip
Inv1 <--> Inv2
Direct
Intransit

Org, Item
Org, Item

Once/Twice in a year, count all the Items stock

Classifying Items - Imp - Daily, Med - Weekly, Low - Monthly

Buy - ORG, SI
Make - Org (Enter Source Org)
Note: Need not to enable Min Max at item level

l, serial, lot based items

know for Item Upload

Mis Trx are allowed

s information
information
Source -> Destination
Source -> Destination ATLH
Source -> Destination RM
Requisition (Manual), Auto - Pickwave, Replinshment, Job MovementFG
RM
Automatically on-hand get update in the destination org Source Org -> Dest Org
Source -> FOB -> Receive by Destination org Source Org -> FOB -> Dest Org
Hyd -> Blre, Intransit value report

Uniquness, Generation, Prefix ATLH

Uniquness, Generation, Number

Process Supply Chain Orhcestration

Supplier -> Purchase Requisition (Purchase Price) Yes
SubInventory -> Replinshment Movement Request No
Organization -> Internal Requsition Yes

Source Type - Make

Always -> MFG Order/ Work Order Yes
 Job Roles Warehouse operator
Warehouse Manager
ATLH Inventory Manager
FG Receiving Agent
RM Supply Chain Operations Manager
Stores

ATLB

INV - PO (Purchase Requisition) (Import Requisitions)

INV-INV
INV - PO

INV-MFG
Inventory Tranactions can be performed except Inventory Setups & Planning
Manages and analyzes all warehouse activities including analyzing materials management and logistics performance, managin
Manages activities in the warehouse such as managing inventory transactions, planning inventory replenishment and managin
Performs receiving activities such as receiving expected shipment lines, inspecting received lines, correcting received lines, and
Monitoring Supply Orders from Supply Orchestration
SI No Setups
1 Procurement Agent
2 Buyer Role & Data Access
3 Common options payables and procurement
4 Item Master Org
5 Inventory Calendar/Schedule
6 Inventory Organization
7 Business Functions
8 Configure Requisition Business Function
9 Configure Procurement Business Function
10 Approvals
11 No Periods in INV/PO
12 Supplier Site (Purchasing Check Box, Site Assignment (Autocreate Assignment Button)
13 Procurement Document Numbering
14 TAD - Transaction Accounting Definition generate Charge Account, Varaince Account, Accrual Account

Optional setups etLine Type (Goods/Service)

Payment Terms
Freight Terms

PO Status Incomplete -> Pending for Approval -> Open -> Closed for receiving -> Closed for invoicing
 Approval Management Extension PO Conditions
AMX Supervisor Hierarchy Document Header
Rule Name Position Hierarchy BU
Condtions : Amount <,>,Between Job Level Hierarchy Document Amoun
Action1 Approval Group Currency
Single Approver Document Style
Buyer
Stages/Rounting Document Type (S
Pre Approval Backing Requisition Exists
Main Approval Change Order Type - External/Internal
Post Approval
Autocreate Assignment Button) FYI
Parallel (Consensus, First Responder Wins)
ge Account, Varaince Account, Accrual Account Serial

for receiving -> Closed for invoicing

 Document Line
Category
Delivery to Location
Line Amount
Line Type
Destination Type
NA
ng Requisition Exists
ge Order Type - External/Internal
 Or
Sales Orders
1 DOO_OrderFulfillmentGenericProcess
2 ShipOrderGenericProcess
3 DOO_BillOnlyGenericProcess
4 CustomDOO_ShipOnly

Return Sales Orders

4 ReturnOrderGenericProcess
5 DOO_BillOnlyGenericProcess
6 CustomDOO_ReturnOnly_NoCreditMemo

Standard SO SO Entry -> Submit -> Schedule -> Reserve -> Pick -> Ship -> Invoice
Drop Ship SO SO Entry -> Submit -> Schedule -> Create Purchase Requisition -> PO -> ASN -> Invoic
Back to Back SO SO Entry -> Submit -> Schedule -> Create Purchase Requisition -> PO -> Receipt -> Pic
 Orchestration (DOO)
Standard Sales Order, Dropship Sales Order, Back to Back Sales Order
Normal Sales Order - Ship & Bill
Bill Only
Ship Only

RMA Receipt
Y
N
Y

-> Pick -> Ship -> Invoice

Purchase Requisition -> PO -> ASN -> Invoice
Purchase Requisition -> PO -> Receipt -> Pick -> Ship -> Invoice
Sales Order Creation, Submit, Invoice
Sales Order Creation, Submit, Picking, Shipping

Credit Memo
Y
Y
N
Setups
1 Customer Pricing Profiles
2 Pricing Segment
3 Assignment
4 Pricing Strategy
5 Price List, Discount List, Shipping Charges List, Return Price List

Client1 Price is same for all the customers

Client2+5 End Customer, Special Customers, Distributors
Client3 Price is different from Region to Region - BU to BU
Client4 Price List based on order type
Client5 Customer specific price list
Client6 Small Customer, Medium Customer, Large Customer
Normal, Prime
End Customer
End Customer Prime Customer
X A
Y B
Z C

Oracle Notes Link https://docs.oracle.com/en/cloud/saas/supply-chain-management/21b/faupr/impo

1 Global Price List

2 Customer Behaviour
3 Customer Specific
Client2
Customer Pricing Profiles A, X, Y
Pricing Segment End Customer
Assignment End Customer Pricing Segment =End Customer Pricing Strategy
Pricing Strategy
Price List

Client1
Customers
Customer Pricing Profile (Not Required)

Pricing Segment

Assignment

Price Strategy
 Price List

Client5
Customers
Customer Pricing Profile

Pricing Segment

Assignment

Price Strategy

Price List

Scenario5
Customers
Customer Pricing Profiles (Lookup)

Pricing Segment (Lookup)

Assignment

Price Strategy

Price List

Scenario3 (BU Based Pricing = 2)

Customers
Customer Pricing Profiles (Lookup)

Pricing Segment (Lookup)

Assignment (Pricing Segment, Channel Method, Transaction Type) Matrix Class - BU, Orde

Price Strategy

Price List
Discount List
Return Price List
Shipping Charges List
 All Customers = Null Yes, Customers - 3 Types
Null=Global Pricing Segment Amazon PSEG
Global P.SEG=Global Pricing Strategy Amazon PSEG=Amazon PSTRATGY
Global Pricing Strategy Amazon PSTRATGY
Global Price List Amazon PL

Null Global Price List for all customers

3 Price List
Matrix Classes IND BU, US BU
Matix Classes
1-1
3
2
Distributors Special Customer
Normal Customer Specific Common Customer PL
P Q
Q W
R R
H U
J

anagement/21b/faupr/import.html#FAUPR2807444

end customer, Special, dis

End Customer B,D,P,Q Special Customer C,E, H

End Customer Pricing Segment Special Customer Special Customer Pricing Segement
Special Customer Pricing Segment = Special Customer Pricing Strategy
End Customer Pricing Strategy Special Customer Price Stragtegy
End Customer Price List Special Customer Price List
ItemA - 100/- ItemA - 98/-
ItemB- 200/- ItemB- 198/-
ItemC-300/- ItemC-298/-

ABC PQR XYZ

NULL

NULL Null = Global Pricing Segment Segment

Global Pricing Segment = Global Pricing Strategy

Global Pricing Strategy

 Global Price List
ItemA=165/-
ItemB= EA=150/-
ItemB=DZ=1000/-

ABC PQR XYZ

PQR PQR = PQR Pricing Segment Segment

PQR Pricing Segment = PQR Pricing Strategy

PQR Pricing Strategy

PQR Customer Price List

AS46334=150/-

ABC PQR XYZ

ABC CPP PQR CPP XYZ CPP

ABC CPP = ABC Pricing Segment " "

ABC Pricing Segment = ABC PStr

ABC PStr PQR PStr XYZ PStr

ABC PL PQR PL XYZ PL

ItemA - 90
ItemB - 80

ABC XYZ PQR

Not Required

Not Required

IND Business Unit = IND Pstr US Business Unit = US Pstr

IND PStr US Pstr

IND BU PL US BU PL
Special Customer Normal Customer

Distributor
Distributor Distributor Pricing Segment
ricing Strategy

123

Corporate Segment Group Default = Corporate Pricing Strategy

 123
PQR

Corporate Segment Group Default = Corporate Pricing Strategy

IJK MNO PQR
IJK MNO

IJK MNO
EBS
Inv Orgs Org1 Org2
Cost Org CO1 CO2

Fusion
Inv Orgs Org1 Org2

Cost Org

Buy Item A
Material Cost
Material overhead
overhead

Make Item A
Material Cost
Materail overhead
Resource cost - Ass
Resource cost - Labor
Resource overhead

PO Receipt Transactions
Transfer transactions from Receiving to costing
Create Receipt Accounting Distributions

Inventory Valuation DR 23
Receiving Inspection CR 23

Create Accounting -> Receipt Accounting

Standard Cost 10
PO 11
PPV 1
Inventory Valuation Report
Cost Qty
FG SI
Item A 5 10
ItemB 8 20

Valuation Structure
ItemA 100
Cost Org
Cost Org 1500
Inv1 2
Inv1-RM 1
Inv1-FG 1

Month End
Manage Cost Accounting Periods
Open Period -> Select Period -> Run Validations
View Exceptions

Pending interface: Transactions that are yet to be interfaced to Cost Management

Pending pre processing: Transactions that have been transferred to Cost Management and that are pending c
Work in process: WIP Transactions that have been transferred to Cost Management and that are pending cos
Costing: Pending processing: Distribution creation is pending
Costing: Pending final mode: Pending create accounting final mode
AR: Pending revenue..: Import Revenue Lines program Has to submitted
Work in process: Work orders are completed but not closed

Transfer transactions from Receiving to costing (PO, Inter Org)

Transfer transactions from Inventory to costing (INV, OM)
Transfer transactions from Production to costing (WIP)
Transfer Costs to Cost Management (AP)
Import Revenue Lines (AR)

Create Receipt Accounting Distributions

Create Cost Accounting Distributions
Create Accounting -> Final mode (Receipt Accounting & Sub Ledger Accounting)

After

Pending Pre processing

Release Seq Rule
Order No Order Amt
112233 100 USD
112234 200 USD
112235 300 USD

Pickslip Grouping Rule

112233
1
2
112234
1
112235
1

Pickslip report 32132

112233

112234

112235
 112233 ABC Customer
1
2
3

Ship confirm rule

Order No: 112233 100 Qty

Manage Shipment Interface

Inventory Interface
AR Interface

Source System

Purchasing JDE

Inventory/MFG SAP

Item A 0

Min Max
Org Yes
SI - RM Yes

Item A
Min
 Max

Order Qty = 2000 - 300= 1700

Order1 = 500
500
500

B2B Sales Order

Buy Sales Order -> Purchase Order

Make Sales Order -> Job/work Order

Sales Order -> Submit -> Orchestration (Schedule) -> Def Sourcing Ass Profile Option (SA) -> SR (SR) -> SR (Bu
AS46334

EBS

Order Type

Standard Order Type=Standard AR Tx Type

Sales Order

Order Type = Standard Order Type

Supervisor Heirarchy

EmpA TLVP
EmpB TLDIRECTOR
EmpC TLMANAGER
2 Node Material Flow

US1

Fin
US1

3 Node

CA

Fin
UK - IAR - US
I AR ->
<- I AP

License
Test Dev
Config
Export Import

Supplier
Create Supplier
Internal Register Supplier
External Register Supplier (Prospective/Spend Authorized)
Promoting Supplier from Prospective -> Spend Authorized
TL RDS TL IND BU TLM, TLS
KRDS KR IND BU KRM, KRS

Loc TL LOC
Enterprise Tech Leads
Ledger Tech Leads
Ledger Tech Leads PVT LTD
RDS KRDS
BU KR IND BU
Master Org KRM
Child Org KRS
SI RM

Invoice Accrual Acc DR

Liability Acc CR 1. Supplier Level
2. Comm for payables and procurement

30-Jul PO - 1$ 69
9-Aug 65

Req PO
100 102

Min Max -> Supplier -> Purchase Req -> Import Requisition -> Create Requisition -> Generate Orders -> PO

Requistions - > Process Requisitions

PA
Price breakups
1 1000 Qty
2 5000 Qty

PO 123
1000 Qty 100 RS
 PO 456
4500 Qty 95 RS

Sourcing
RFQ -> Quotations-> Award best quotation -> PO

Negotation
RFQ 123 500 RS Quote 2233 450 RS
RFI
Auction
RFP

BPA 6677
Supplier123
Item A
ItemB

PO ASN

QA: PO Inspection Oracle Quality, PO

ABC Analysis
ABC Compile
Classes A-Z
Assignment Group

Cycle Counting
Cycle Count
Run Perform Full Cycle Count
Load warehouse qty in the system
Adjustment
 Org3 Org4
CO3 CO4

Org3 Org4
Standard Cost Method
ONE COST ORG IS FINE

10
2
1
13

6 6
1 1
2
2 40
1 1
48

ving to costing

it post transaction to GL
 Value

50
160
210

1500

200
100
100

un Validations
 hat are yet to be interfaced to Cost Management
tions that have been transferred to Cost Management and that are pending cost processing.
ns that have been transferred to Cost Management and that are pending cost processing
ribution creation is pending
ding create accounting final mode
venue Lines program Has to submitted
e completed but not closed

ving to costing (PO, Inter Org)

tory to costing (INV, OM)
ction to costing (WIP)
(Receipt Accounting & Sub Ledger Accounting)
Schedule Ship Date Ship Priority
8-Jul Low
8-Jul High
10-Jul High

ItemA 50
ItemB 60

ItemA 60

ItemA 70

ItemA 50

ItemA 60

ItemA 70
 Pick: 3434

Target System

Push OPS

Sales Order

Total Avail = on hand 100 + open po 50 + work order 150 = 300

500 Min Order Qty

 2000 Max Order Qty

y = 2000 - 300= 1700

er -> Purchase Order

er -> Job/work Order

ration (Schedule) -> Def Sourcing Ass Profile Option (SA) -> SR (SR) -> SR (Buy/Transfer/Make from)

pe = Standard Order Type

30
TLINDDIRECTOR1 20
TLINDMANAGER 10
 Singapore

UK Customer

Customer UK - IAR

UK Customer

US - IAR CA CA - IAP US
I AR ->
<- I AP

Prod

ective/Spend Authorized)
tive -> Spend Authorized
for payables and procurement

quisition -> Create Requisition -> Generate Orders -> PO

100 RS
95 RS
quotation -> PO

Quote 4455 490 RS

Receive

Class A - High Class B- Med Class C- Low Class A - More than Equal to 500
Class B - B/W 300 to 400
Class C - Less than or equal to 100
 Org5 Org6 Org7
CO5 CO6 CO7

Org5 Org6 Org7

Standard Cost Method
ONE COST ORG IS FINE

Inventory/OM Transactions

Sales order pick

Sales order issue

Sub Inventory Transfer

Source SI
 On-hand

SR Nagar

KPHB

KPHB
 SR Nagar DTDC
KPHB DTDC
SR Nagar DHL

60 Deli: 445566 40
4456 20

Demand & Supply

Schedule Ship Date 17-Jul

12 EGP_Syste

ork order 150 = 300

300
 500

APAC

Invoice = Standard AR Tx Type

Drop Ship Sales Order -> Dropship PO -> SCO (Singapre - China Org)

US - IAP

BU
Prc Req
Proc Confg
PRC Agents
Rece
DFF
Profile options
Payments
Carriers
Freight Terms
C
B
A
Daily
Weekly
Monthly
 Org8 Org9 Org10
CO8 CO9 CO10

Org8 Org9 Org10 Org11 Org12 Org13

Average
ONE COST ORG IS FINE

ItemA 10*4

Assembling Machine Hr
Labours Hr

Inventory/OM Transactions
Transfer transactions from Inventory to costing
Create Cost Accounting Distributions

Create Accounting -> Subledger Accounting it post transaction to GL

Sales order pick

Offset DR
Inventory valuation CR
Sales order issue
Deferred COGS DR
Inventory valuation CR

Sub Inventory Transfer

Dest SI
Offset DR Inventory valuation DR
Inventory valuation CR Offset CR
 Stage
RM
ItemA 1000 Qty SR Nagar

KPHB

Pickslip report 32133 Pickslip report 32134

Closed
Open

Source System Target System

OPS Push OPS Demand & Supply

Source System Target System

Inventory
Purchasing OPS Integration OPS OM
Product Management
Sales Order
Customer
Item

Laptop 100
RAM 100
Keyboard 100

Supplier Purchase Re
Source Type Org Internal Re
SI Moment Request
IND Goods IND Goods AR Tx Type
IND Services IND Service AR Tx Type

SG Goods
SG Service
SG Accessories SG Acces

Seattle US Org Cost 100

Atlanta China Org Cost 80
40

2
2
4
Planning Tables MSC_ITEMS 0
1 Business Functions - Requisition, Procurement, Receiving
2 Configure Requisition Business Function
3 Configure Procurement Business Function
4 Approvals
5 Receiving Parameters
6 TAB - Transaction Accounting Builder Charge Account, Accural Acc, Variance
Account Rule
TAB
Ledger

Expense Inventory
No Item Item

Requisition -> Auto create -> PO -> Receive -> Invoice -> Payment -> GL
Supplier Approvals Roles
Manage Internal Supplier Registration Approvals Advanced Procurement Requester
Manage Supplier Registration Approvals Buyer
Manage Internal Supplier Profile Change Registration Approvals Receiving Agent
Manage Supplier Profile Change Approvals
Manage Supplier Spend Authorizon Approvals
Procurement Requester
A,B,C Serial Parallel First RW
A A Y
B B
C C
Supervisor Hierarchy Job Level Position Hierarchy
CEO - 70
Sapna EMD -60 POController
Kiran MD - 50 PODIR
Kethan VP - 40 POMGR
Reddi Prasad DIR - 30 POASC
Naga Somesh MGR - 20
Prajot ANL - 10

Emp Prajot - Job: ANL, Position: POASC

Krishna - Job: MD, Position: POMGR
Krian - Job: MGR, Position: PODIR
Consesus
Y
Y
Y
Approval Group Single Approver CEO - 70
EMD -60
Emp8 Buyer MD - 50
Emp6 Cost Center Manager VP - 40
Emp2 Specific Worker DIR - 30
Emp1 MGR - 20
ANL - 10
70000

30000
20000
10000
 US BU UK BU
RDS COMMON COMMON
Set Assignment
Sales Persons COMMON COMMON
Payment Terms COMMON COMMON
Jobs COMMON COMMON
Grades COMMON JAPAN

US BU
Locations COMMON
Payment Terms RDS
30NET COMMON
45NET COMMON
Immediate COMMON
2/10 NET30 IND RDS
NET 10 IND RDS

COA
Company
Department
Account
Location
Category

Revenue Acc - 02-001-3344-2222-5555

Structure Company Dept Account

Global SI India US CA
6 5 4

APAC EMEA

Procurement Business Models

Decentralized
Setups:
Centralized PRC Business Functions
Service Provider Relationship
Configure Requisitioning Business Function
US BU (Requisition)
Global PRC US BU

Condition

Amount >5000 $

Req BU

Departments HR Sales

Liability Acc 16058

Salaries Acc 11201

Approval Matrix USD

<100 A B
B/W 100-200 A B
B/W 200-300 A B
SG BU JAPAN BU IND BU CAN BU
COMMON COMMON IND RDS COMMON

COMMON JAPAN
COMMON JAPAN
COMMON COMMON
COMMON COMMON

UK BU SG BU JAPAN BU IND BU AUS BU CH BU

COMMON COMMON COMMON COMMON AUS RDS COMMON

Reliance Super MaReliance Super Digitals 02

Sales 001, Marketing 002
Rent - 22331
Location - SR Nagar 1111, Ameerpet 2222

Electronics - 8888, Furniture - 5555

Division LOB Project Product Category Location

AU
3

UK BU (Procurement)

IND BU (Requisition) AUS BU (Requisition)

UK BU AUS BU IND BU

COMMON TLRDS
TLRDS COMMON
Marketing Finance etc Purchasing

C
C D
c
Customer, Ship to, Bill to, Contact
Sales person
Item valiation Org
Items
Price, Discounts
Ship Methods
Freight Terms
Payment Terms
GOP - Sourcing Rule, Sourcing Assignment
Order Types
Orchestration
transformation rules in fusion
Sales order approvals
Picking
Shipping

Base Currency USD

500
B/w 500 to 2000
2000 to 5000