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March 3, 2016

3/03/2016 06:41:00 PM
Purchasing Process

1) Requisition: It is one of the purchasing document will be crated by employers when ever they required goods or services or training, we will find 2 types of requisitions.
a. Internal Requisition: This will be created, when we receiving the materials from other organizations(Branches)
b. Purchase Requisition: This will be created, when we are receiving the materials from outside means suppliers.
c. We will enter the requisition information at 3 levels i.e. Headers, Lines, Distributions.
d. One header will be there at least one line multiple line we create for every line at least one distribution or multiple distributions will be there.
e. Open the requisitions form – Requisitions – Requisitions and enter.
f. Select the requisition type at header level enter item details at line level (item Name, quantity, price and need by date) select distributions button enter distribution details like quantity and account details and save the transactions.
g. Select approve button press OK system will send the document for approval.
h. Go to requisition number select find button, it will show requisition approved status.

Select  *  from PO_REQUISITON_HEADERS_ALL
WHERE SEGMENT1 = ‘1656’
Primary key   -   REQUISITION_HEAD_ID

Select  *  from PO_REQUISTION_LINES_ALL
WHERE REQUISITION_HEADER_ID = ‘11458’
Primary Key   -   REQUISITION_LINE_ID

Select * from PO_REG_DISTRIBUTIONS_ALL
WHERE REQUISITION_LINE_ID= 9922
Primary Key   -   DISTRIBUTION_ID

i. Cancel the Requisition:  Open the requisition summery form enter requisition number select find button go to tools menu select option called ‘Control’ and chose the option as cancel requisition.

Select AUTHORIZATION_STATUS from PO_REQUISITION_HEADER_ALL

j. We can find out requisition history by using tools menu option called view action history.
Select * from PO-ACTION_HISTORY
Where OBJECT_ID = REQUISITION_HEADER_ID

Select PAH.ACTION_CODE
PDF.FULL_NAME
From PO_ACTION_HISTORY   PAH
PER_ALL_PEOPLE_F PPF
Where OBJECT_ID = 11459
And PAH.EMPLOYEE_ID  =  PPF.PERSON_ID

k. Enter manual requisition Number:  Setup – Organization – Purchasing Options and enter  -  go to numbering tab select requisition number entry as manual type.
1) RFQ – REQUEST FOR QUOTATION:  It is one of the purchasing document after requisition is approved.  We will go for creation of RFQ we have 3 types of RFQs.
a. Bid :  If company is going to purchase large number of items which are expensive.  We will create bid RFQ where we will specify Headers, lines and shipments, where we are not specify any price breaks in Bid RFQ.
b. Catalog : If company is purchasing materials regularly fixed quantity location and date, then we will select regularly we can include price breaks at different levels.
c. Standard : This will be created for items we need only once or not regularly, we can include price breaks at different quality levels.

2) QUOTATIONS :  After creation of RFQ document we will send this document to the different suppliers who are going to supply the materials, next we will receive quotations from the suppliers either by email or fax or by phone,
a. Again quotation are 3 types i.e. Bid, Catalog and Standard
b. What ever the quotation we are received from the suppliers we will enter those quotation details in the system for future purpose.
c. If we are sending bid RFQ to the suppliers we will receive the bid quotation for catalog RFQ we will receive catalog quotation for standard RFQ we will receive standard quotation.

d. RFQ – Terms and conditions.
i. Payment Terms – At the time of creating RFQ document we will specifying the payment terms like due date, interest rates and so on.
ii. Fright Terms:  It is nothing by at transportation charges whether supplier will bear it or buyer.
iii. FOB(Foot on Board) : It is responsibility of material damage or material missing during the transportation.
iv. Carrier : We will give the transportation company name so that supplier will supply the materials by this transportation company.
a. Navigation – Open the RFQ form – RFQs and Quotation – RFQs and enter  - select RFQ type from header level enter ship to location, Bill to location details – select line level enter item details select price breaks button enter price break details select terms button enter terms and conditions details, select suppliers button and enter supplier name who are going to receive RFQ document

Select * from PO_HEADERS_ALL Where segment1=’306’
Primary Key- PO_HEADER_ID

Select * from PO_LINES_ALL Where PO_HEADERS_ID = ‘11845’
Primary Key – PO_LINE_ID

Select * from PO_LINE_LOCATIONS_ALL where PO_LINE_ID 12233
Primary Key –LINE_LOCATION_ID

Select * from FND_CURRIENCIES
Primary Key –CURRENCY_CODE

Select * from AP_TERMS
Primary Key – TERM_ID


Select * from HR_LOCATIONS
Primary Key – LOCATION_ID

f. AUTO CRATE OPTION :  This is one of the feature application to create RFQ or PO documents automatically based on the approved requisition document.
i. Create requisition and approve it
ii. Open the auto create form select clear button enter requisition number select find button which will display requisition then details
iii. Select the line by checking the check box select action as create, document types as RFQ
iv. Select automatic button click the create button which will create RFQ document will selected requisition lines and displays RFQ No.
a. QUOTATION : - RFQs and Quotation – Quotation and enter
i. We will receive the quotations from suppliers against the RFQ either by fax or email we will enter those quotation details manually in the system to make the quote analysis and future purpose.
ii. Quotation tables:  One we create the quotation from front end data will be stored in the RFQs tables only by column type_lookup_code=’quotation’.

Select * from PO_HEADERS_ ALL
WHERE SEGMENT1 = ’500’
AND TYPE_LOOKUP_CODE =’QUOTATION’