Oracle R12 Apps - Purchasing Module Setup Steps

Oracle R12 Apps - Purchasing Module Setup Steps

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  Oracle R12 Apps- Purchasing Module Setup Steps Refer: http://learnoraclecsbscm.blogspot.com Oracle Purchasing – Setups steps to be followed during the implementation. Step# Setup Description Remarks 1 Setup System Administrator Responsibility For User Creations & Printer Setups Required 2 Define Key Flexifields To set HR Employee & Inventory Item Flexifields Required 3 Define Calendars & Currencies To define period types, accounting calendars, transaction calendars, workday calendar, currencies. Required 4 Define Organizations To create locations, legal entities, Ledgers, Business Group, Operating Units, Master org & Inventory org. Prerequisite setup for Purchasing. 5 Define Unit of Measurements Define the units of measure for supply of items. Prerequisite setup for Purchasing. 6 Define Items Define the Items which are to be purchased. Prerequisite setup for Purchasing. 7 Define Tax Define the tax based on the requirement Required 8 Define Personnel Define employees, jobs, positions Prerequisite setup for Purchasing. 9 Define Approval Hierarchy Define Position or Supervisor hierarchy for purchasing Required 10 Define Workflows Define workflow to perform document approvals, automatic document creation Prerequisite setup for Purchasing. 11 Set Profile Options Define profile options to specify how purchasing to be controlled. Required 12 Open Purchasing Periods Open Purchasing periods for each operating units Required 13 Define Approval Information Define Approval groups & Approval Assignments Required 14 Define Document Types Define the Purchasing document types Required 15 Define Lookups Define the Purchasing Lookups Required 16 Define Attachments Define the Purchasing attachments Optional 17 Define Purchasing Flexifields Define Purchasing category Flexifields, value sets & segments Required 18 Define Purchasing Options Define Purchasing options for each operating units Required 19 Define Buyers Define Buyers for each operating units Required 20 Define Document Controls Define Line types Required
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  21 Define FinancialOptions Define Financial options for each operating unit Required 22 Defining Receiving Options Define Receiving options for each operating units Required 23 Define Supplier Define Suppliers with information and assign to operating unit Required 24 Choosing Document Creation options To choose the workflow for Automatic document creation Required 25 Define Set Up Transaction Managers and Resubmission Intervals. Start the Transaction managers, Receiving transaction manager & Document approval manager Required Please visit my blog for more details: http://learnoraclecsbscm.blogspot.com