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Document Control

Change Record

Date Author Version Change Reference

1# th$une %00# +i3a/a Si)ha P 1.0 N Pre4ius "cu)ent

Reviewers

Name Position

Distribution

CopyNo.

Name Location

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O'en an( Clse( Issues *r this "eli4era9le.............................................%,

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cope of etup Document ! Purchasing

:here rele4ant; the (cu)ent als 'r4i(es an 4er4ie< * the signicance * the setu' ste' that is 9eing 'er*r)e(.

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"pen Purchase Accounting Periods

O'en accunting 'eri(s t recr( 'urchasing acti4it/. Oracle Purchasing a''licatin create 3urnal entries nl/ *r transactins entere(in an 'enPurchasing 'eri(. Als 'urchasing 'eri(s nee(s t 9e 'ene( t create crrect Recei't Accrual 3urnal entries in the General Le(ger;nl/ i* the Accrual O'tin is 'er'etual. Use =Cntrl Purchasing Peri(s> *r) t 'en r clse Peri(s in Oracle Purchasing a''licatin.

Navigation# Purchasing Responsibility $ etup$ %inancials $ Accounting$ Control Purchasing Periods

tatus Num %iscal &ear Period %rom Date 'o Date

Ne4er O'ene( 6 %01& $ul1& 01$ul%01& &1$ul%01&

O'en - %01& $un1& 01$un%01& &0$un%01&

Note# In4entr/ accunting 'eri(s shul( als 9e 'ene( 9e*re recei4ing * g(s; t enter PO Recei'ts.

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De(ne Position )ierarchies

Use * (ene Psitin Hierarch/ *r) t create 'sitin hierarchies in the rgani?atin *r Purchase (cu)ents. OraclePurchasing a''licatin uses these 'sitin hierarchies t (eter)ine a''r4al an( *r

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De(ne *uyers

Onl/ thse E)'l/ees (ene( as Bu/ers; can create Purchase Or(ers an( Releases; R2s an( utatins in the s/ste). Please nte *r

)a8ing reDuisitins; ne (es nt nee( t 9e a 9u/er.

Navigation# Purchasing Responsibility $etup$Personnel$*uyers

*uyer Category hip+'o ,-ective%rom#

,-ective'o#

A)3a( %%$UN%011

ha))e( %SEP%011

Ali 0%APR%01&

A*ter (ening ne< 9u/ers1. Ensure that the/ ha4e 9een inclu(e( int the 'urchasing a''r4al hierarch/%. Run =2ill E)'l/ee Hierarch/> re'rt.&. A''r4al Gru's an( Rules ha4e t 9e (ene( an( assigne( t ne< 9u/ers as 'er the c)'an/Fs authrit/ )anual. These

acti4ities

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Description U't AE" 0;000 A''r4al Gru'

"b/ect "cu)ent Ttal Accunt Range

'ype Inclu(e Inclu(e

AmountLimit

0000.00 0000.00

Low Value 00.0000.0000.0000.000000.0000

)igh Value 0,.???.?????.???????.?????.?????.?????

0nactiveDate

0nactiveDate

Name U't AE" 0;000 A''r4al Gru'

,nabled es

Description U't AE" 0;000 A''r4al Gru'

"b/ect "cu)ent Ttal Accunt Range

'ype Inclu(e Inclu(e

AmountLimit

0000.00 ##########.00

Low Value 00.0000.0000.0000.000000.0000

)igh Value 0,.???.?????.???????.?????.?????.?????

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0nactiveDate

0nactive

Date

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Assign Approval roups to Positions

2r each 'sitin in the rganisatin authri?e( t a''r4e 'urchasing (cu)ents; s'ecic cntrl gru' nee(s t 9e assigne( tin(i4i(ual (cu)ent t/'es. E)'l/ees

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Position 1ob "rgani2ation Document 'ype Approval roup,-ective Datefrom

,-ective 'oDate

SCPSPSSec Purchasing

OKcerSenir PurchasingOKcer.&00%.Su''l/ChainPrcure)entSCPSPSSec

A()inistratin.Su''l/Chain.SenirPurchasingOKcer

@@ Gru' A''r4e Blan8et Releases @@ Prcure)entHea(

01$AN%007

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%ill ,mployee )ierarchy

Navigation# Purchasing Responsibility$Reports$Run$ %ill ,mployee )ierarchy

Description# Lin8ing E)'l/ee t Psitin; $9; Organi?atin an( Lcatin

Note#On A((ing r "eleting an/ Psitin *r) an/ * the A''r4al Hierarchies; Run the 2ill E)'l/ee Re'rt. This re'rt c)'iles thePsitin A''r4al Hierarch/ an( ensures that all the "cu)ents are rute( thrugh the rele4ant 'sitins. I* this re'rt is nt run then theS/ste) is una9le t rute the "cu)ents thrugh the A''r4al Hierarch/ as it *ails t recgni?e the 4arius 'sitins inclu(e((elete(*r) the Hierarch/

Report Name Remar3s

2ill E)'l/ee Hierarch/ Run this re'rt t c)'ile the Psitin A''r4al Hierarch/. An/ change t the Hierarch/ is ineecti4e

until an( unless this re'rt is nt run.

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De(ne Purchasing Loo3ups

Navigation# Purchasing Responsibility $etup$Purchasing$Loo3up Codes

Purchasing uses l8u' c(es t (ene lists * 4alues thrughut the s/ste). A l8u' categr/ is calle( a l8u' t/'e; an( the all

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De(ne 0nspection Codes

Navigation# Purchasing Responsibility $etup$Purchasing$5uality 0nspection Codes

Ins'ectin c(es are use( t recr( the Dualit/ * the recei4e( g(s.

Ran3ing 5uality Code Description 0nactive Date

10 EMcellent Su9stantiall/ EMcee(s ualit/ Stan(ar(

%0 A94e A4erage EMcee(s ualit/ Stan(ar(

&0 A4erage eets ualit/ Stan(ar(s

,0 Bel< A4erage Bel< ualit/ Stan(ar(s; 9ut acce'ta9le

0 Unacce'ta9le Bel< ualit/ Stan(ar(s; nt acce'ta9le

-0 Re3ect an( Nti*/ Serius ualit/ Pr9le)s; Cntact Su''lier

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De(ne Document 'ypes

Navigation# Purchasing Responsibility $etup$Purchasing$Document 'ypes

"cu)ent T/'es are use( t (ene the cntrls J (ata *r

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Document ! Contract Purchase Agreement

'ype Name Document 'ype layout Contract 'erms Layout

Purchase Agree)ent CntractCntract Purchase

Agree)ent

Cntract Agree)ent St/lesheet Oracle Cntract Ter)s Te)'late

Attributes ! Contract Purchase Agreement

"wner Can Approve es ecurity Level Pu9licApprover Can 4odify es Access Level 2ullCan Change %orward ! 'o N %orward 4ethod Hierarch/Can Change Approval)ierarchy

N Archive "n A''r4e

Approval 6or37ow PO A''r4al Default )ierarchy6or37ow tartup Process PO A''r4al T' Prcess

Document ! Planned Purchase "rder

'ype Name Document 'ype layout Contract 'erms Layout

Purchase Or(er Planne(Planne( PurchaseOr(er

Attributes ! Planned Purchase "rder

"wner Can Approve es ecurity Level Pu9licApprover Can 4odify es Access Level 2ullCan Change %orward ! 'o N %orward 4ethod Hierarch/Can Change Approval)ierarchy

N Archive "n A''r4e

Approval 6or37ow PO A''r4al Default )ierarchy 6or37ow tart Process PO A''r4al T' Prcess

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Document ! tandard Purchase "rder

'ype Name Document 'ype layout Contract 'erms Layout

Purchase Or(er Stan(ar(Stan(ar( Purchase

Or(er

Stan(ar( Purchase Or(er St/lesheet Oracle Cntract Ter)s Te)'late

Attributes + tandard Purchase "rder

"wner Can Approve es ecurity Level Pu9licApprover Can 4odify es Access Level +ie< Onl/Can Change %orward ! 'o N %orward 4ethod Hierarch/Can Change Approval)ierarchy

es Archive "n A''r4e

Approval 6or37ow PO A''r4al Default )ierarchy @@POHIERARCH6or37ow tartup Process PO A''r4al T' Prcess

Document ! *lan3et Release

'ype Name Document 'ype layout Contract 'erms Layout

Release Blan8et Blan8et Release Blan8et Release St/lesheet

Attributes ! *lan3et Release

"wner Can Approve es ecurity Level Hierarch/Approver Can 4odify es Access Level +ie< Onl/Can Change %orward ! 'o N %orward 4ethod "irectCan Change Approval)ierarchy

N Archive "n A''r4e

Approval 6or37ow PO A''r4al Default )ierarchy @@POHIERARCH6or37ow tartup Process PO A''r4al T' Prcess

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Document ! cheduled Release

'ype Name Document 'ype layout Contract 'erms Layout

Release Sche(ule( Sche(ule( Release

Attributes ! cheduled Release

"wner Can Approve es ecurity Level Pu9licApprover Can 4odify es Access Level 2ullCan Change %orward ! 'o N %orward 4ethod Hierarch/Can Change Approval

)ierarchy

N Archive "n A''r4e

Approval 6or37ow PO A''r4al Default )ierarchy6or37ow tartup Process PO A''r4al T' Prcess

Document ! Purchase Re8uisitions

'ype Name Document 'ype layout Contract 'erms LayoutReDuisitin Purchase Purchase ReDuisitin

Attributes ! Purchase Re8uisition

"wner Can Approve es ecurity Level Pu9lic

Approver Can 4odify es Access Level 2ull

Can Change %orward ! 'o es %orward 4ethod Hierarch/

Can Change %orward ! %rom N Default )ierarchy @@REHIERARCH

Can Change Approval N Approval 6or37ow ReDuisitin

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)ierarchy

9se Contract Agreements forAuto ourcing

N 6or37ow tartup Process ain ReDuisitin A''r4al

Approval 'ransaction 'ype

Autocreate 6or37ow PO Create "cu)ents

Autocreate 6or37owtartup Process

O4erall "cu)ent CreatinLaunchA''r4al

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De(ne Purchasing "ptions

Navigation# Purchasing Responsibility$etup$"rgani2ations$Purchasing "ptions

Description# Use this *r) t set u' /ur s/ste) O'tins. Oracle Purchasing lets /u (ene s'ecic categries * s/ste) O'tins

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5uote 6arning Delay &0

Receipt Accounting

Accrue ,:pense 0tems At Recei't

Accrue 0nventory 0tems At Recei't

,:pense AP AccrualAccount

0,.10&.00000.0000000.%%00,.00000.00000

Automatic "-set 4ethod Nne

Document Numbering

,ntry 'ype Ne:t Number

R%5 Number Aut)atic Nu)eric 5uotation Number Aut)atic Nu)eric 1

P" Number Aut)atic Nu)eric &7-0

Re8uisition Number Aut)atic Nu)eric 66&6

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De(ne Receiving "ptions

The recei4ing 'tins are (ene( as a 'art * In4entr/ Organisatin (enitin in the Oracle In4entr/ )(ule.

Navigation# Purchasing Responsibility$etup$"rgani2ations$Receiving "ptions

En*rce Shi'T Nne All< Su9stitute Recei'ts es

ASN Cntrl Actin Nne All< Unr(ere( Recei'ts es

Recei't "a/s Earl/ 10 All< EM'ress Transactins N

Recei't "a/s Late 10 All< Casca(e Transactins N

Recei't "a/s EMcee(Actin

NNne All< Blin( Recei4ing N

O4er Recei't Tlerance 0 +ali(ate Serial Nu)9ers n RA Recei'ts NO4er Recei't Actin RRe3ect Inter*ace t A(4ance( Pricing N

RA Recei't Ruting "irect "eli4er/ Inter*ace t Trans'rtatin EMecutin N

Recei't Ruting "irect "eli4er/

Recei't Nu)9erGeneratin

Aut)atic

Recei't Nu)9er T/'e Nu)ericRecei4ing In4entr/Accunt

0,.10&.00000.0000000.1%0&.00000.00000

NeMt Recei'tNu)9er 611&,

Retracti4e Price A(3ust)entAccunt

+ali(ateLtsn RARecei'ts

Restricte( Clearing Accunt0,.10&.00000.0000000.1%0,.00000.00000

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De(ne %inancial "ptions

Navigation# Purchasing Responsibility$etup$"rgani2ations$%inancial "ptions

>Accounting$2uture Peri(s 1

Lia9ilit/ 0,.10&.00000.0000000.%1%01.00000.00000

Pre'a/)ent 0,.10&.00000.0000000.1%60#.00000.00000

2uture "ate( Pa/)ent 0,.10&.00000.0000000.,%001.00000.00000

"iscunt Ta8en 10.0000.0000.0000.&%000.0000

PO Rate +ariance Gain 0,.10&.00000.0000000.6001.00000.00000

PO Rate +ariance Lss 0,.10&.00000.0000000.6001.00000.00000

EM'ense Clearing

iscellaneus

Retainage

>upplier ! Purchasing$R2 5 Onl/ Site N

Shi'T Lcatin @@ Hs'ital ain In4entr/ Organi?atin

BillT Lcatin @@ Hs'ital

In4entr/ Organi?atin @@ @@ Hs'ital In4entr/ Organi?atin

Shi' +ia

2OB

2reight Ter)s

>,ncumbrance$Use ReDuisitin Encu)9rance es

Reser4e At C)'letin es

Use PO Encu)9rance es

>'a:$

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e)9er State

+AT Registratin Nu)9er

>)uman Resources$Business Gru' @@ BG

EM'ense Rei)9urse)ent A((ress H)e

Use A''r4al Hierarchies es

E)'l/ee Nu)9er 5 eth( anual

NeMt Aut)atic Nu)9er

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"pen and Closed 0ssues for this Deliverable

"pen 0ssues

0D 0ssue Resolution Responsibility 'arget Date 0mpact Date

Closed 0ssues

0D 0ssue Resolution Responsibility 'arget Date 0mpact Date

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