PROCUREMENT FOUNDATION

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GAYAKAVADA PAVAN KALYAN RAO        

             PROCUREMENT FOUNDATION

Required setups for Procurement Foundations

1)      Payment Terms

2)      Freight Terms

3)      Manage Carriers

4)      Line Types (Goods, Fixed Price Services)

5)      Manage Common Options for Payables and Procurement

6)      Configure Requisitioning Business Function

7)      Change Order Template

8)      Configure Procurement Business Function

9)      Procurement Document Numbering

10)   Purchasing Profile Options

1)   Manage Payment Terms

Payment terms are defined at Reference data Set. If the Business unit is assigned particular reference data set, then Payment terms also associate to that Reference data set.

NAV->Procurement->Procurement Foundation->Manage Payment Terms

Click on +tab for create Payment Term

Give the details as shown below and save it

Now come down and click on the + tab

Give the set code and save it

Click on Done tab

2)  Manage Freight Terms Lookup

Freight Terms are lookups and can be used in any Business unit (Global)

NAV->Procurement->Procurement Foundation->Manage Freight Terms Lookup

The Lookup code starting with ORA are seeded Freight Terms. If required to use existing Freight terms Freight Terms are common setup for Purchase Orders and Sales orders

Click on + tab for create new lookup

Give the details as shown below

3)  Manage Carriers

Carrier are defined at Inventory Organization Level

NAV->Procurement->Procurement Foundation->Manage Carrier

Click on + tab for creating a carrier

Give the carrier’s name and shipping methods, service level and Mode of transport

Then click on save and close

Click on attach tab and assign the orgs

Then click on the save and close tab

Click on Done tab

4)   Manage Carriers Lookups

NAV->Procurement->Procurement Foundation->Manage Carrier Lookups

Click on + tab for create Carrier lookup

Give the details as shown below and click on Save and Close tab

5)   Manage Purchasing Line Types

Oracle provided two Line types 1. Goods 2. Fixed Price Services

Line Types are Global setup and can be used in any Business unit

NAV->Procurement->Procurement Foundation->Manage Purchasing Line Types

Click on + tab and give the details as shown below

Click on save and close

6)   Manage Common Options for Payables and Procurements

NAV->Procurement->Procurement Foundation->Manage common options for payments and procurement

All Account combinations will be entered by Financial Consultant

Expense Accruals having two LOV. 1. Period End 2. At Receipt

This is business unit specific. Based on Number of BU we need to define options. These are relevant to financial options in EBS.

Inventory Purchase Orders accrual automatic on Receipt.

        7)Configure Requisitioning Business Function

This configuration is controlling the Requisition documents. These related Purchasing options in EBS.

NAV->Procurement->Procurement Foundation->Configure Requisitioning Business Function

Give the BU and click on OK tab

Ø We can provide the values to defaulted when create Requisitions for that Business Unit. We can change if required

Ø Group Requisitions Imported by: when importing the requisitions from other modules select group by option either item, category location etc.

Ø Allow one-time addresses is enabled we will find Delivery to location type one time option while create Requisition after adding to the cart.

In Procurement required approvals for below documents.

        1. Requisitions

         2. Purchase Orders

         3. Purchase Agreements

         4. RFQs

         5. Quotation

         6. Suppliers

Give the all required details as shown below and click on save and close tab

Click on OK tab

          8) Manage Change Order template

NAV->Procurement->Purchasing Foundation->Manage Change Order Template

Click on Create Template tab and select which you want to change

Give the details as shown below.

Then click on save and close tab

Click on OK tab

9)   Configure Procurement Business functions

NAV->Procurement->Procurement Foundation->Configure Procurement Business Function

Give the BU and click on OK tab

Give the all required details as shown below

Then click on save and close tab


Click on OK tab

10)     Procurement Document Numbering

NAV->Procurement->Purchasing Foundation->Manage Procurement Document Numbering

Click on OK tab

Then give the document type and prefix all details as shown below. Then click on save and close tab

11)   Profile Options

NAV->Procurement->Purchasing Foundation->Manage Purchasing Profile Options


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