Practice - Checking Procurement Agent Status

Distribution
Oracle Fusion Supplier Model
Supplier Administrator

Ownership
The Job Title [list@YourCompany.com?Subject=Practice - Checking Procurement Agent
Status: Lesson 8 Practices.docx] is responsible for ensuring this document is necessary,
reflects actual practice, and supports corporate policy.

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Practice - Checking Procurement Agent Status

Overview
In this practice, you will check your student signon for its status as a procurement agent. If your
signon is already defined as a procurement agent, you can skip this practice. If your signon is
NOT defined as a procurement agent, use the instructions in this practice to define yourself as a
procurement agent.

Assumptions
 You have a unique student sign on in the format Prcxx.Student. Throughout this
practice, you may need to create various objects. To ensure uniqueness, the
instructions will typically tell you to add a prefix to the name of the object you are
creating. This prefix is based on the two-digit number of your signon.

For example, the instructions will say “Create a new item. Call your item XXMailing
Envelope.” In this case, if your signon is Prc50.Student you will name your new item
50Mailing Envelope.

 You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

Tasks

 Check your signon status

 Define your signon as a procurement agent

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Solution – Checking Procurement Agent Status

Check your signon status

1. Signon to the application with your student signon.

2. Navigate to the Manage Procurement Agent page.
(N) > Tools > Setup and Maintenance > (T) All Tasks > Search on manage
procurement agent > (I) Go to Task
3. On the Manage Procurement Agents page, select the US1 Business Unit if it has not
defaulted.
4. Enter your student signon in the Agent field in the format last name, first name , for
example STUDENT, Prc50.
5. Click Search.
6. If the search returns no row for your signon, then you are not defined as a procurement
agent. Continue with the next step.

Define your signon as a procurement agent

7. Click the Create icon.

8. On the Create Procurement Agent page,
9. Select the US1 business unit.
10. Search on your student signon. Remember the format is last name, first name .
11. When you have the US1 business unit and your signon appearing, click Save and
Close.
12. Click OK to confirm.
13. You are now defined as a procurement agent for the US1 business unit.

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Practice – Creating Suppliers

Overview

In this practice, you will create a simple supplier definition. You will define the high-level
information for the new supplier. You will also define an address and specify a site definition.

Assumptions

 You have a unique student sign on in the format Prcxx.Student. Throughout this
practice, you may need to create various objects. To ensure uniqueness, the
instructions will typically tell you to add a prefix to the name of the object you are
creating. This prefix is based on the two-digit number of your signon.

For example, the instructions will say “Create a new item. Call your item XXMailing
Envelope.” In this case, if your signon is Prc50.Student you will name your new item
50Mailing Envelope.

 You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

Tasks

 Create supplier header

 Create supplier address

 Create supplier site

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Solution – Creating Suppliers

Create Supplier Header

1. Sign on with your student signon.

2. Navigate to the Create Suppliers page.
(N) Navigator > Suppliers (H) > Create Supplier (H).
3. A pop-up box will appear. Enter values as shown:

Field Name Value

Supplier PrcXX Corp
Business Relationship Spend Authorized
Tax Organization Type Corporation
Tax Country United States
Taxpayer ID Repeat your two digit student number three times. For
example, if you are Prc50.Student, enter 505050

4. Click Create.
5. On the Profile tab on the Edit Supplier page, select Services for the Supplier Type.
6. Click the Addresses tab.

Create Supplier Address

7. Click the Create Icon.

8. On the Create Address page enter:

Field Name Value

Address Name Main
Address Line 1 1234 Main
City Foster City
State CA
Postal Code 94404

9. Check the Ordering and the Remit to checkboxes.

Create Supplier Site

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 Now you are ready to enter the site information.
10. Click the Add icon for the Sites tab in the Address Details section under Additional
Information.
11. Select the US1 Business Unit, if it has not defaulted.
12. Ensure that the Purchasing and Pay checkboxes are checked.
13. Click Save and Close and then OK. This will take you back to the Edit Supplier page
for your supplier.
14. Click on the Sites tab and then click on the Site name link.
15. This takes you to the Edit Site page.
Site information is specific for a business unit. Therefore you would need to repeat this
process for each business unit site you create. You can tell which business unit you are
setting site info up for by looking at the top left corner of the page. The first line identifies
the procurement BU.

Now you will specify the invoicing, payments and site assignments.
16. Check the Primary Pay checkbox.
17. Click the Invoicing tab. Enter your values as follows:

Field Name Value

Invoice Currency USD
Payment Currency USD
Hold Unmatched Invoices No
Payment Terms Net 30
Always Take Discount No
Exclude Freight From Discount No
Exclude Tax From Discount No
Create Interest Invoices No

18. Click the Payments tab

19. Highlight the Payment Method of Check and click the green checkmark. The line should
now have a checkmark in the Default column for the Check Payment Method.
20. Click the Site Assignments tab
21. Click the Add icon to add your client business units. Since you are in your business unit
site, you will only add yourself. From the Client BU menu, select US1 Business Unit.
22. Click Save and Close and then OK. This takes you back to the Edit Supplier page.
(Notice there is a warning icon next to your Procurement BU value. If you mouseover the
icon, a message warns that this site has no contacts. You will define a contact to the site
in the next practice.)
23. Click Save and Close and OK to confirm.
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Practice – Performing Additional Supplier Definition Tasks

Overview
In this activity, you will create a contact for your supplier definition and specify additional
attributes.

Assumptions

 You have a unique student sign on in the format Prcxx.Student. Throughout this
practice, you may need to create various objects. To ensure uniqueness, the
instructions will typically tell you to add a prefix to the name of the object you are
creating. This prefix is based on the two-digit number of your signon.

For example, the instructions will say “Create a new item. Call your item XXMailing
Envelope.” In this case, if your signon is Prc50.Student you will name your new item
50Mailing Envelope.
 You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

Tasks

 Create supplier contact

 Specify purchasing and receiving attributes for the supplier site.

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Solution – Performing Additional Supplier Definition Tasks

1. Sign on with your student signon – Prcxx.Student.

2. Navigate to the Manage Suppliers page.
(N) > (H) Suppliers > (H) Manage Suppliers
3. Search on the supplier definition you created in Activity 1 (Hint: the name will be PrcXX
Corp).
4. Access the supplier definition by clicking the Supplier link.
5. On the Edit Supplier page, click the Transaction Tax tab. Hint: This tab in under the
Profile Details region of the page.
6. Enter the following values:

Field Name Value

Allow Tax Applicability Checked
Rounding Level Header
Rounding Rule Nearest
Set Invoice Value as Tax Inclusive No

7. Click the Sites tab, located at the top of the page. Hover mouse over the yellow alert
icon for the Purchasing site line. Note the warning message: This site has no active
contacts.
8. Click the Contacts tab.
9. Click the Create icon. Enter the
following values:

Field Name Value

First Name Randy
Last Name Sim
Email randy.sim@PrcXX.com

10. Click the Add icon in the Contact Addresses section.

11. Using the Select and Add popup, highlight the Main address (there should be only one
entry). Click Apply and then OK.
12. Check Create user account. You will see the default roles that will be assigned to your
new contact.
13. Click Save and Close in the top right corner of the page, and click OK to confirm your
changes. You return to the Edit Supplier page.

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 14. Click Save and Close and OK to confirm. You return to the Manage Suppliers page.
Your Prcxx Corp definition should still show in the Search Results table. Click the
supplier name link.
15. Click the Sites tab. Notice that the alert icon is gone. By associating the contact with the
site address, you also automatically associated the contact with the site itself.
16. Click the Site name link under the Site column.
17. Click the Purchasing tab.
18. In the Consigned Inventory region, check Pay on use.
19. Under Self Billing, set
 Invoice Summary Level = Receipt
 Create debit memo from return = check.
20. Click the Receiving tab. Set Receipt Routing = Direct Delivery.
21. Click the Site Assignments tab. Notice the application has already created an entry for
this based on the business unit that was used during the supplier registration.
22. To propagate your site definitions across multiple business units, click Autocreate
Assignments. You will see the UK Business Unit added to the table.
23. Click Save and Close
24. Click OK.

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