PURCHASING FOUNDATION
GAYAKAVADA PAVAN KALYAN RAO
PURCHASING FOUNDATION
1) MANAGE HAZARD CLASSES
2) MANAGE UN NUMBERS
3) MANAGE BUYER ASSIGNMENT RULES
4) REQUISITION
DESCRIPTIVE FLEXFIELDS
5) PURCHASING
DESCRIPTIVE FLEXFIELDS
6) MANAGE
APPROVED SUPPLIER LIST STATUS
1) Hazard
Classes
Companies
handling dangerous and/or hazardous goods are required to closely monitor those
goods and keep up with legislation for purchasing, handling, storage and sales.
To be able to correctly track those kinds of goods Oracle Applications give you
the ability to give a product a
NAV->Setup->Procurement > Purchasing
Foundation > Manage Hazard Classes
Click on +
and create a new Hazard Class.
Click on Save and Close.
Click on OK tab
2) UN
NUMBERS
UN Numbers
are nothing but United Nations identification numbers for hazardous materials.
You can associate a hazard class with multiple identification numbers. You can
also assign an identification number and a hazard class to each item you
define.
NAV: Setup: Procurement -> Purchasing Foundation-> Manage UN Numbers
Click on +
tab and give the UN number, code and assign Hazard Class
Then save and close
Click on OK tab
Note: We can associate this UN numbers to
Item.
NAV->Home Page-> Product Management-> Product Information Management
Search item
Click on Specifications go to the Item organization click on Purchasing tab gave the Hazard class and UN number
3) Buyer
Assignment Rules
As a
procurement manager, you can define buyer assignment rules that direct
automatic routing of requisition lines to the most appropriate buyer for
processing. The application uses the rules to assign buyers to requisition
lines, when requisitions you create online or import are submitted for
approval.
These are
the choices to consider when creating a buyer assignment rule:
1. Rule
Sequence
2.
Requisitioning BU
3. Commodity
4.
Deliver-to Organization
5. Project
6. Supplier
7. Non catalog
Request
8. Exceeds
Line Amount
9.
Procurement BU
10. Buyer
Note: A value for rule sequence,
procurement business unit, and buyer are required to create a rule. In
addition, either a requisitioning business unit, or a commodity, or both are
required.
How You
Upload Buyer Assignment Rules:
As a
procurement manager, you can use spreadsheet processing to manage buyer assignment
rules. Use this method when there is a large amount of data to manipulate.
Work with buyer assignment
rules spreadsheets using the Manage Buyer Assignment Rules task in the Setup
and Maintenance work area, in the Purchasing Foundation functional area.
NAV->Setup->Procurement-> Purchasing Foundation-> Manage Buyer Assignment Rules
Click on +
tab
Give the required details as shown below
Click on OK tab
4) Descriptive
Flex fields
Descriptive
Flex fields are used to create additional fields on a page/form.
Select “POZ_SUPPLIERS” and Click on Edit
Click on Edit
Click on + tab
Under Create Segment tab, Enter Name, Code and API Name. Under Column Assignment tab, Select Data Type and Table Column.
Click on Create Value Set.
Enter Value
Set Code and Select Module.
Select Validation
Type and Value Data Type.
Enter Maximum
Length and Click on Save.
Click on Manage Values.
Click on + tab and Create Values.
Click on Save and Close.
Select Value
Set and Enter Display Properties.
Click on Save and Close.
Click on Save and Close.
Click on Deploy Flex fields.
Status of the Deployment should be Success. Click on OK.
Verifying
the Descriptive Flex Filed:
NAV->Homepage-> Procurement-> Suppliers
5) Approved
Supplier List Status
You can
create any number of Approved Supplier Statuses to describe the condition of
the Approved Supplier. Each Approved Supplier Status can have Business Rules
applied to manage the characteristics of the status. For example, the default
status of Approved allows all the default business rules: PO Approval,
Sourcing, Schedule Confirmation, and Manufacturer Linking. But you could change
the Approved status to prevent one of the Business Rules. Likewise, you can
create your own status with your own combination of Business Rules.
Note: User should have “Procurement Manager “role.
Click on + tab
Select
Procurement BU and Select Item. Select Supplier. Select Review Due Date.
Click on Save and Close.
Click on OK tab
GAYAKAVADA PAVAN KALYAN RAO
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