Overview of Oracle Purchasing

Oracle Purchasing is a comprehensive procurement solution designed to:

·         Help purchasing professionals reduce administration costs.

·         Process requisitions, purchase orders, requests for quotation, and receipts quickly and efficiently.

Oracle Purchasing is enable you to focus on:

·         Value Analysis.

·         Development of strategic supplier relationships.

·         Management of the procurement process.

Open Purchasing Periods:

Navigation: Setup > Financials > Accounting > Control Purchasing Periods

Define Item in the Item Master:
Navigation: MCR INV > Item > Item Master > Select Inv.Org(MIH)
After we save the changes run the the Min-Max Planning program to full fill the reorder quantity for an items.

Note: When we want to do material transactions, inventory organization must have sub-inventories and inventory accounting periods must be opened.

Navigation: MCR INV > Planning > Min Max Planning

Change the Restock parameter value as Yes. Submit the program.

Once program has been completed we can see the output of the report with reorder quantity.

Now swithch MCR PO Responsibility and run the Requisition Import program.

Navigation: MCR PO > View > Request > Submit a Request
After completion of the program, we can see the output of the report. Also we can check the Purchase Requisition from Requisition Summary form.

Navigation: MCR PO > Requisitions > Requisition Summary > Submit a Request

Enter the item field as MI-Item01 and click on Find button.
Once open the Purchase Requisition and approve still the status will be Incomplete.

We need to assign the MCR PO Hierarchy (Position Hierarchy) to document types.

Navigation: MCR PO > Setup > Purchasing > Document Types > Requisition Purchase Click on Update Icon

Set the default hierarchy as MCR PO Hierarchy and save the changes.

When we are going to approve Purchase Requisition from Requisition form, if we get below error screen shot please follow the below setps.

Error Message:

Solution:

Navigation: MCR PO > Purchasing > Document Types > Requisition Purchase Click on Update Icon.

Make sure that the value for the field "Approval Transaction Type" is set to NULL instead of "PURCHASE_REQ". By doing this you are making sure that the standard workflow is being used and that no AME rules will be invoked when submit PO Req. for approval.

How to Cancel/Close the Purchase Requisition: 
Navigation: MCR PO > Requisitions > Requisition Summary > Enter Requisition Number > Find.
 
Go to Menu Tools > Control
 
Select the value Cancel Requisition to cancel or Finally Close to close the requisition and click on OK.
Check the Approval Limits (up to 1 Lakh with MCR Ram, up to 5 Lakhs with MCR Robert and upto 10 Lakhs with MCR Raheem) with Purchase Requisition approvals:

Check the Approval Limits up to 1 Lakh with MCR Ram: 
As per the Approval limit MCR Ram can Approve upto 1 Lakh of Purchase Requisition. If the Purchase Requisition amount is more than 1 lakh WF notification will forward into MCR Robert. Create Manual Purchase Requisition (4007) with  total amount of Rs. 1000 (MCR Ram can approve this requisition when enable the Owner can Approve check box has been checked else notification will forward to next level manager i.e MCR Robert.)

Navigation: MCR PO > Requisitions > Requisitions

After enter the details save the form, once save the entries system automatically create the requisition number then click on Approve to approve the requisition. Approve document window will open, by default Submit Approval is enabled. If approver is willing to forward  to next level we can check the Forward Check Box and Click on OK button and save the changes.

To check whether the Purchase Requisition has approved or not go to below navigation.  
Navigation: MCR PO > Requisitions > Requisition Summary > Enter the Requisition Number > Find.



If we want to know the history go to Tools > View Action History


Also we will get a WF Notification to MCR Ram user like below screen.
 
Once click on the subject link we will get Purchase Requisition all details like below screen shot.


PO Requisition Approvals Continuation...