Course Introduction

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

Session 1: OVERVIEW OF ORACLE PURCHASING

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

Session 2: SUPPLIER MANAGEMENT

• 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

Session 3: ITEM ATTRIBUTES AND SET UP

• Create 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

Session 4: RFQ AND QUOTATIONS

• 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

Session 5: APPROVED SUPPLIERS AND SOURCING RULES

• 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

Session 6: PURCHASE REQUISITIONING PROCESSING

• 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

Session 7: PURCHASE ORDER PROCESSING

• 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

Session 8: PURCHASE ORDER RECEIPT PROCESSING

• 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

Session 9: INTEGRATION WITH OTHER MODULES

• Integration with Payables
• Integration with Inventory

Session 10: ENTERPRISE STRUCTURE OVERVIEW

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

Session 11: RAISING iPROCUREMENT REQUISITIONS

• Shopping by Store
• Shopping to Category
• Checkout Process

Session 12: RECEIPTING A PO IN iPROCUREMENT

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

Session 13: NON-CATALOG REQUESTS

• Requisition Information
• Smart Forms
• Information Templates
• Review Approver List
• Review and Submit

Session 14: PURCHASING SET UP OVERVIEW

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

Session 15: PURCHASING ACCOUNTING

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

Session 16: PURCHASING EXERCISES