Oracle Purchasing Setup Checklist

Ste Setup Navigation Remarks

p ID
1 Define Responsibilities System Admin Module - Purchasing Super User

2 Assign Responsibilities To The System Admin Module

Users
3 Adapt The PO Profile Options: System Admin Module Must Be On The Responsibility level
For Each Responsibility Defined

* MO: Operating Unit = Your OU

Name
* GL Ledger Name = Your PL Name
* HR: User Type = HR User

4 Adapt The PO Profile Options: System Admin Module Must Be On The Site Level For Each
Responsibility Defined

* PO:Workflow Processing Mode= On-

Line
* PO: Default Supplier Item Catalog =
Prior Purchases
* See Appendix A for list of Purchasing profile
options.
5 Review The Item Master In Items>Master You should check the default
Apps Inventory Items>Tools>Categories category Set for (Purchasable, and
inventory)

6 Define Financial Options Purchasing>Setup>Organizations>

Financial Options

7 Define Purchasing Options Purchasing>Setup>Organizations>

Purchasing Options

8 Define Receiving Options Purchasing>Setup>Organizations> If you did not define it you can not create new
Receiving Options supplier

9 Define Positions Key flexfield Setup>Flexfields>Key>Segments App.: Human Resource

Title: Positions Flexfield
Define one segment without value
set

10 Define Job Key flexfield Setup>Flexfields>Key>Segments App.: Human Resource

Title: Job Flexfield
(Allow Dynamic Insert + Define one
segment without value set)
Ste Setup Navigation Remarks
p ID
11 Define Grade Key flexfield Setup>Flexfields>Key>Segments App.: Human Resource
Title: Grade Flexfield
Define one segment without value
set

12 Define Competency Keyflexfield Setup>Flexfields>Key>Segments App.: Human Resource

Title: Competence Flexfield
Define one segment without value
set and make sure that the flexfield
qualifiers are enabled

13 Define People Group Setup>Flexfields>Key>Segments App.: Oracle Payroll

Keyflexfield Title: People Group Keyflexfield
With
Define one segment
Independent & Allow
Dynamic Insert value set
Make it not required

14 Define Cost Allocation Setup>Flexfields>Key>Segments App.: Oracle Payroll

Keyflexfield Title: Cost Allocation Keyflexfield
Define one segment without value
set

15 Define Jobs HR>Work If Oracle HR licensed then HR will be

Structures>Job>Description responsible for it. Otherwise define the Jobs.
16 Define Positions HR>Work If Oracle HR licensed then HR will be
Structures>Position>Description responsible for it. Otherwise define the
Positions.
17 Define Employees HR>People>Enter and Maintain If Oracle HR installed you have to define all of
your employees there. Otherwise define them
from purchasing

18 Define Approval Groups Purchasing>Setup>Approvals>Appr Define your groups:

oval Groups Include document total &
Accounts range
19 Assign Approval Groups Purchasing>Setup>Approvals>Appr Assign your approval groups to specific
oval Assignment documents for job/position
20 Define Buyers Purchasing>Setup>Personnel>
Buyers

21 Update Users with Persons Sys Admin> Security>User>Define To be able to open PR & PO forms
Ste Setup Navigation Remarks
p ID
22 Define Document Types Purchasing>Setup>Purchasing> For the following types:
Document Types 1) Standard Purchase Order
2) Purchase Requisition

- Owner Can Approve= Yes

- Approve Can Modify= Yes
- Can Change Forward-to = Yes
- Can Change Approval Hierarchy =
Yes
- Security Level = Public
- Access Level = Full
- Forward Method = Hierarchy

23 Activate the Managers System Administrator> 1) PO Document Approval Manager

Concurrent> 2) Receiving Transaction Manager
Manager>Administer 3) Inventory Manager

Don not forget to activate the

Concurrent Manager before running
the cycle

24 Control Purchasing Periods Purchasing>Setup>Financials Open Purchasing Period to be able to

> process PRs, and POs.
Accounting>
Control Purchasing Periods

25 Open and Close Periods Purchasing>Setup>Financials Open Purchasing Period to be able to

> process PRs, and POs.
Accounting>Open and Close
Periods
26 Approval Workflow Setup Refer to Oracle Purchasing Employee Supervisor / Job-Position Hierarchy
Approval Workflow setup document

27 Define Suppliers Purchasing>Supply Base>Suppliers If AP not define them, define one

28 Run Quick Cycle 1) Make the item PUR, Purchasable
2) New PR
3) Approve (submit for approval)
4) View the requisition summary

Status
- In Process if sent for approval
- In Complete if approval failed due
to the approval/position hierarchy
needs right configuration

* Don not forget to activate the

Concurrent Manager before running
the cycle
Appendix (A): [Purchasing Profile Options]
User Profile Options Zone

Profile Site Application Responsibility User

MO: Default Operating Unit Your OU Your OU

MO: Operating Unit Your OU Your OU
GL Ledger Name Your Primary Ledger Your Primary Ledger
HR: User Type HR User (Inventory + Purchasing) HR User
MRP: Default Sourcing Assignment Set
MRP: Sourcing Rule Category Set
PO: Allow Buyer Override in AutoCreate Find Yes
PO: Auto-Create GL Date Option Auto-create Date
PO: Change Supplier Site No
PO: Default Supplier Item Catalog Prior Purchases
PO: Display the Autocreated Document Yes
PO: Display the Autocreated Quotation Yes
PO: Item Cross Reference Warning
PO: Legal Requisition Type Both
PO: Override Approved Supplier No
PO: Release During Req-import Yes
PO: Secondary e-mail address
PO: Set Debug Concurrent ON No
PO: Set Debug Workflow ON Yes
PO: Supplier Pricing Method Last Price
PO: Warn if RFQ Required Before Autocreate Yes
PO: Workflow Processing Mode Online
RCV: Allow Routing Override No
RCV: Fail All ASN Lines if One Line Fails No
RCV: Print Receipt Traveler No
RCV: Processing Mode On-Line On-Line
QA:PO Inspection Oracle Purchasing
RPC: timeout Blank
Sign-On:Notification Yes
PO: Restrict Requisition Line Modify to Yes if modify
Quantity Split requisition lines Qty in
auto-create is needed
INV: Minmax Reorder Approval Incomplete
Pre-approved
Approval Required