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Oracle Purchasing (PO)

This course is designed to give delegates the skills to process requisitions, orders and receipts, understand the approvals process, make enquiries and run reports in both Purchasing and iProcurement and in addition provide an overview of the key elements of set-up and how they affect the system's operation.

The delegate will learn and acquire skills as follows:

  • Managing Suppliers
  • Defining and Creating Items
  • Creating RFQs and Quotations
  • Approving Supplier Lists and Sourcing Rules
  • Processing Purchase Order Requisitions
  • Processing Purchase Orders
  • Processing Purchase Order Receipts
  • Approving/Rejecting Requisitions
  • Forwarding to the Workflow Process
  • Raising iProcurement Requisitions
  • Running Standard Purchasing Reports
  • Carrying out Month End Processes

Who will the Course Benefit?

This course is designed for users in Procurement, Facilities and Finance departments. Delegates may include line managers who have budgetary responsibility or departmental purchasing officers.

Select specific date to see price, venue and full details.

Learning Objectives

By the end of this Oracle Purchasing (PO) course delegates will be able to use Oracle Purchasing and iProcurement to manage the procurement process. They will also know how to manage suppliers, locations and items; how to create quotations, requisitions, purchase orders and how to receive items. They will learn how to use inquiries to monitor the current status of purchase transactions that have been sent for approval.

Pre-Requisites

Delegates should have a working knowledge of the Procurement Process within their own organisation. Knowledge of Oracle Navigation would be advantageous.

Course Content

Day 1

Course Introduction

  • Administration and Course Materials
  • Course Structure and Agenda
  • Delegate and Trainer Introductions

Session 1: OVERVIEW OF ORACLE PURCHASING

  • Overview of Oracle Purchasing
  • Matching Options
  • Integration with Oracle Payables

Session 2: SUPPLIER MANAGEMENT

  • Supplier Overview
  • Supplier Relationships
  • Contracts
  • Solicitations
  • Supplier Sites
  • Supplier Account Balances
  • Inquire on a Supplier
  • Add a Supplier
  • Amend an Existing Supplier
  • Merge Supplier/Supplier Sites
  • Add an Attachment to a Supplier Record
  • Create an Approved Suppliers List

Session 3: ITEM ATTRIBUTES AND SET UP

  • Define Master Items
  • Assign a Master Item to an Organization
  • Update Parameters Specific to an Organization
  • Copy Item Attributes From a Template
  • Create a Template
  • Set Attribute Controls

Session 4: RFQ AND QUOTATIONS

  • Add or Amend an Existing Supplier List
  • Create a New Supplier List
  • Create a New RFQ
  • Select the Suppliers who will receive the RFQ
  • Print the RFQ
  • Create an RFQ from a Requisition
  • Enter a Quotation

Session 5: APPROVED SUPPLIERS AND SOURCING RULES

  • Create Source Documents
  • Set Up Sourcing Rules
  • Assign the Sourcing Rules to an Item
  • Test the Sourcing Set Up
  • Create an Approved Supplier List
  • Test Autosourcing Set Up

Session 6: PURCHASE REQUISITIONING PROCESSING

  • Overview of Requisitioning
  • The Requisition Form
  • Overview of Approvals
  • Create a Requisition
  • Create a Requisition Using Preferences
  • Create a Foreign Currency Goods Requisition
  • Create a Foreign Currency Services Requisition
  • Add an Attachment to a Requisition
  • Review a Requisition
  • Approve/Reject a Requisition
  • View Action/Approval History
  • Cancel a Requisition
  • Requisition Templates
  • Supplier Item Catalog

Session 7: PURCHASE ORDER PROCESSING

  • Create a Standard Goods Purchase Order
  • Create a Standard Purchase Order Using Preferences
  • Create a Blanket Purchase Agreement
  • Create a Blanket Release
  • AutoCreate a Standard Goods Purchase Order
  • Add an Attachment to a Purchase Order
  • Approve/Reject a Purchase Order
  • Review a Purchase Order
  • Amend a Purchase Order
  • Copy a Purchase Order
  • Close/Cancel a Purchase Order
  • Freeze a Purchase Order
  • Other Control Actions
  • Print a Purchase Order
  • Purchase Orders and Projects
  • Workflow Document Creation

Session 8: PURCHASE ORDER RECEIPT PROCESSING

  • Overview of the Receiving Process
  • Exceptions
  • Receipt Routing
  • Receipt Processing Methods
  • Payment on Receipt
  • Correct a Receipt
  • Return Goods to a Supplier
  • Find and Review Receipts
  • Receiving Tolerances

Session 9: INTEGRATION WITH OTHER MODULES

  • Integration with Payables
  • Integration with Inventory

Day 2

Session 10: ENTERPRISE STRUCTURE OVERVIEW

  • Organizations
  • Defining Locations
  • Units of Measure
  • Item Categories

Session 11: RAISING iPROCUREMENT REQUISITIONS

  • Shopping by Store
  • Shopping to Category
  • Checkout Process

Session 12: RECEIPTING A PO IN iPROCUREMENT

  • Express Receive
  • Standard Receipting
  • Returning Ordered Items
  • Receipt Corrections
  • View Receipts

Session 13: NON-CATALOG REQUESTS

  • Requisition Information
  • Review Approver List
  • Review and Submit

Session 14: PURCHASING SET UP OVERVIEW

  • Purchasing Profile Options
  • Purchase Order Matching and Tax Tolerances
  • Purchasing Document Security, Routing and Approval
  • Approval Assignments and Approval Groups
  • Purchasing Options
  • Receiving Options

Session 15: PURCHASING ACCOUNTING

  • Accruals
  • Encumbrance Accounting
  • Generate Uninvoiced Receipt Accruals
  • Close a Purchasing Period

Session 16: PURCHASING EXERCISES

Follow-On Courses

  • Oracle Accounts Payable
  • Oracle General Ledger

Notes:

  • Course technical content is subject to change without notice.
  • Course content is structured as sessions, this does not strictly map to course timings. Concepts, content and practicals often span sessions.

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