GL INTERFACE TABLES
TNAME
TABTYPE
------------------------------
------- ----------------------
GL_BUDGET_INTERFACE TABLE
GL_DAILY_RATES_INTERFACE TABLE
GL_IEA_INTERFACE TABLE
GL_INTERFACE TABLE
GL_INTERFACE_CONTROL TABLE
GL_INTERFACE_HISTORY TABLE
AP INTERFACE TABLES
TNAME TABTYPE
------------------------------ -------
------------------------
AP_INTERFACE_CONTROLS TABLE
AP_INTERFACE_REJECTIONS TABLE
AP_INVOICES_INTERFACE TABLE
AP_INVOICE_LINES_INTERFACE TABLE
AR INTERFACE TABLES
TNAME TABTYPE
------------------------------
--------------------------------------
AR_PAYMENTS_INTERFACE_ALL TABLE
AR_TAX_INTERFACE TABLE
HZ_DQM_SYNC_INTERFACE TABLE
HZ_PARTY_INTERFACE TABLE
HZ_PARTY_INTERFACE_ERRORS TABLE
RA_CUSTOMERS_INTERFACE_ALL TABLE
RA_INTERFACE_DISTRIBUTIONS_ALL TABLE
RA_INTERFACE_ERRORS_ALL TABLE
RA_INTERFACE_LINES_ALL TABLE
RA_INTERFACE_SALESCREDITS_ALL TABLE
FA INTERFACE TABLES
TNAME
TABTYPE
------------------------------
------- ----------------------
FA_BUDGET_INTERFACE TABLE
FA_INV_INTERFACE TABLE
FA_PRODUCTION_INTERFACE TABLE
FA_TAX_INTERFACE TABLE
INVENTORY INTERFACE TABLES
TNAME
TABTYPE
------------------------------
------- ------------------------------------
MTL_CC_ENTRIES_INTERFACE TABLE
MTL_CC_INTERFACE_ERRORS TABLE
MTL_CI_INTERFACE
TABLE
MTL_CI_XREFS_INTERFACE TABLE
MTL_COPY_ORG_INTERFACE TABLE
MTL_CROSS_REFERENCES_INTERFACE TABLE
MTL_DEMAND_INTERFACE TABLE
MTL_DESC_ELEM_VAL_INTERFACE TABLE
MTL_EAM_ASSET_NUM_INTERFACE TABLE
MTL_EAM_ATTR_VAL_INTERFACE TABLE
MTL_INTERFACE_ERRORS TABLE
TNAME
TABTYPE
------------------------------
------- --------------------------------------
MTL_INTERFACE_PROC_CONTROLS TABLE
MTL_ITEM_CATEGORIES_INTERFACE TABLE
MTL_ITEM_CHILD_INFO_INTERFACE TABLE
MTL_ITEM_REVISIONS_INTERFACE TABLE
MTL_ITEM_SUB_INVS_INTERFACE TABLE
MTL_OBJECT_GENEALOGY_INTERFACE TABLE
MTL_RELATED_ITEMS_INTERFACE TABLE
MTL_RESERVATIONS_INTERFACE TABLE
MTL_RTG_ITEM_REVS_INTERFACE TABLE
MTL_SECONDARY_LOCS_INTERFACE TABLE
MTL_SERIAL_NUMBERS_INTERFACE TABLE
TNAME
TABTYPE
------------------------------
------- ------------------------------------
MTL_SO_RMA_INTERFACE TABLE
MTL_SYSTEM_ITEMS_INTERFACE TABLE
MTL_TRANSACTIONS_INTERFACE TABLE
MTL_TRANSACTION_LOTS_INTERFACE TABLE
MTL_TXN_COST_DET_INTERFACE TABLE
PO INTERFACE TABLES
TNAME TABTYPE
------------------------------
------- -------------------------
PO_DISTRIBUTIONS_INTERFACE TABLE
PO_HEADERS_INTERFACE TABLE
PO_INTERFACE_ERRORS TABLE
PO_LINES_INTERFACE TABLE
PO_REQUISITIONS_INTERFACE_ALL TABLE
PO_REQ_DIST_INTERFACE_ALL TABLE
PO_RESCHEDULE_INTERFACE TABLE
RCV_HEADERS_INTERFACE TABLE
RCV_LOTS_INTERFACE TABLE
RCV_SERIALS_INTERFACE TABLE
RCV_TRANSACTIONS_INTERFACE TABLE
BOM INTERFACE TABLES
TNAME
TABTYPE
------------------------------
------- ----------------------------------
BOM_BILL_OF_MTLS_INTERFACE TABLE
BOM_INTERFACE_DELETE_GROUPS TABLE
BOM_INVENTORY_COMPS_INTERFACE TABLE
BOM_OP_RESOURCES_INTERFACE TABLE
BOM_OP_ROUTINGS_INTERFACE TABLE
BOM_OP_SEQUENCES_INTERFACE TABLE
BOM_REF_DESGS_INTERFACE TABLE
BOM_SUB_COMPS_INTERFACE TABLE
CST_COMP_SNAP_INTERFACE TABLE
CST_INTERFACE_ERRORS TABLE
CST_ITEM_COSTS_INTERFACE TABLE
CST_ITEM_CST_DTLS_INTERFACE TABLE
CST_PC_COST_DET_INTERFACE TABLE
CST_PC_ITEM_COST_INTERFACE TABLE
WIP INTERFACE TABLES
TNAME TABTYPE
------------------------------ -------
--------------------------
WIP_COST_TXN_INTERFACE TABLE
WIP_INTERFACE_ERRORS TABLE
WIP_JOB_DTLS_INTERFACE TABLE
WIP_JOB_SCHEDULE_INTERFACE TABLE
WIP_MOVE_TXN_INTERFACE TABLE
WIP_SCHEDULING_INTERFACE TABLE
WIP_TXN_INTERFACE_ERRORS TABLE
ORDER MANAGEMENT INTERFACE TABLES
TNAME
TABTYPE
------------------------------ -------
-----------------------------------
SO_CONFIGURATIONS_INTERFACE TABLE
SO_HEADERS_INTERFACE_ALL TABLE
SO_HEADER_ATTRIBUTES_INTERFACE TABLE
SO_LINES_INTERFACE_ALL TABLE
SO_LINE_ATTRIBUTES_INTERFACE TABLE
SO_LINE_DETAILS_INTERFACE TABLE
SO_PRICE_ADJUSTMENTS_INTERFACE TABLE
SO_SALES_CREDITS_INTERFACE TABLE
SO_SERVICE_DETAILS_INTERFACE TABLE
WSH_DELIVERIES_INTERFACE TABLE
WSH_FREIGHT_CHARGES_INTERFACE TABLE
WSH_PACKED_CONTAINER_INTERFACE TABLE
KEY FLEXFIELDS
1) Oracle General Ledger:
Accounting Flexfield
2) Oracle Assets:
Category Flexfield
Asset key Flexfield
Location Flexfield
3) Oracle Receivables:
Territory Flexfield
Sales Tax Flexfield
4) Oracle Inventory:
Item Catalog Flexfield
Item Category Flexfield
System Items Flexfield
Stock Locators Flexfield
Sales Order Flexfield
Service Item Flexfield
Account Aliases Flexfield
5) Oracle Human Resources:
Competence Flexfield
Item contexts Key Flexfield
CAGR Flexfield
Soft Coded Key Flexfield
Position Flexfield
Personal Analysis Flexfield
Job Flexfield
Grade Flexfield
People Group Flexfield
How to register a report?
a)
Register concurrent Ã
Program à executable
b)
Register concurrent Ã
program à Define
c)
Attach it to appropriate request group security à responsibility Ã
Request
d)
FTP RDF in respective top/report/US
2. How to CREATE a VALUE SET?
What are the different types of value sets?
Enter
Application à Validation Ã
Set
Types of value
set
a)
Independent
b)
Dependent
c)
Table
d)
Pair
e)
SPECIAL DELIVERY translate dependent
f)
Translatable independent
3. Name few types of execution
method in concurrent program executable
a)
Oracle reports
b)
Sql * Plus
c)
Host
d)
Java stored procedure
e)
Pl/sql stored procedure
f)
SQL * Loader
g)
Spawned
h)
Java CCP
i)
Multilanguage function
j)
Immediate
k)
Request set stage function
4. How to register a form?
a)
Define Application Ã
form
b)
Define Application Ã
function à give link to form defined in step I
c)
Go to Application Ã
menu à Attach function to menu
d)
FTP from to AU_TOP, generate it and copy to respective
TOP
5. What are the steps to develop
a form>
a)
Copy appstand.fmh, Template.FMB, required pll in local
directory
b)
Change the registry for pll path. Save template.fmb as
the new form name from name and start developing the form
c)
FTP form in AU_TOP and generate fmb using f60gen and
copy.fmx in respective top/forms/us directory
6. What is the use of custom.pll?
Custom.pll is
used for customizations such as form, enforcing business riles and disabling
fields that are not required for site without modifying standard apps forms.
7. How to PROGRAMATICALLY submit
the request?
a)
with the help of standard API
Find_Request.
Submit_request
8. What is request set?
With the help of
request set we can submit several requests together using multiple execution
paths. Its collection of concurrent programs like reports procedures grouped
together.
9. What are user exists in
reports? What are user exist available in apps?
a)
A user exit is a program written and then linked in to
the report builder executable user exist are written when content need to be
passed from report builder to that pgm, which performs some function and then
returns control to report builder.
1.
FND SRWINIT, FND SRWEXIT, FND FORMAT_CURRENCY, FND
FLEXIDVAL, FND FLEXSQL.
10 What
is the API used for file I/o operation? or which API is used to write to
request log and request output?
a)
fnd_file.put_line (Fnd_file.log, ‘message’);
b)
fnd_file.put_line (fnd_file.out. ‘message’);
11. How do I programmatically
capture application user_id?
Fnd_profile.value
(‘user_id’) or fnd_global.user_id.
12. what are flexfields?
A flexfield is a
field made up of segments . Each segment has a name and a set of valid values.
There are two types of ff’s: key ff, DFF
13. Which are the 2 parameters
required to be defined when a program is registered as pl/sql stored procedure
ERRBUF, RETCODE
14. Can we register
executable/concurrent program programmatically then how?
Yes we can. It can
be done with standard package fnd_program, fnd_program.executable,
fnd_program.register.
15. What changes need to be made
if a setup is changed from a single org to multi org?
Org_id should be
added as a parameter in a report and report should be run for specific org_id
only
16. What are sub functions? How
is it different from from?
A sub function
is a securable subset of a forms functionally
a)
forms appear in a navigator window and can be navigated
to sub functions do not appear in the navigator window and cant be navigated to
b)
forms can exist on this own sub functions can only be
called by ____ embodied within a form, they cant exist on their own
17. What is message dictionary?
Message
dictionary allows defining messages, which can be used in application without
hard coding them into forms or programs.
18. What is the token in
concurrent à program Ã
parameters window?
For a parameter in an oracle report program,
they keyword is parameter specified here. The value is case sensitive for
example P_CUSTOMER_NO
19. What are different
validations defaults types and default value in current Ã
program à parameter window?
a)
constant
b)
profile
c)
SQL statement
d)
Segment
20 I have a concurrent program
that involves lot of inserts and updates on a huge basis where do I specify
rollback segment etc
concurrent
à program Ã
session control
21. How do I change the priority
of my concurrent program?
Log
on as system admin concurrent à program à program Ã
priority, enter numerical value in this field so it will take the request which
has higher priority.
22. What is incompatibility?
When
a program or list of programs is defined as incompatible means that defined
program is not compatible with incompatible program list and cant run
simultaneously in same conflict domain.
23. What is data group?
A
data group defines the mapping b/w oracle applications and oracle ID’s. A data
group determines oracle database accounts a responsibilities forms, concurrent
programs, and reports connect to
REPORTS
1) What is the sequence of events fired while
cursor moves from an item in 1st block to an item in 2nd block?
When
validate item of that item A
Post_text_item
of A
When
validate record
Post
record
Post
block
Pre
block
Pre
record
Pre
text item
When_new_block_instance
When_new_Record_Instance
When_new_item_instance
2) What are types of canvas?
a)
Content: The
default specifies that the canvas should occupy the entire content area of the
window to which it is assigned.
b)
Stacked:
Specifies that the canvas should be displayed in its window at the same time as
the window’s content canvas. They are usually displayed programmatically and
overlay some portion of the content view displayed in the same window
c)
Vertical toolbar
canvas: specifies that the canvas should be displayed as a vertical toolbar
under the menu bar of the window.
d)
Horizontal
toolbar canvas: specifies that the canvas should be displayed as a
horizontal toolbar at the left side of the window to which it is assigned.
3) How
to attach reports in oracle application?
The
steps are as follows:
a)
Design your report
b)
Generate the executable file of the report.
c)
Move the executable as well as source file to the
appropriate products folder.
d)
Register the report as concurrent executable
e)
Define the concurrent program for the executable registered
f)
Add the concurrent program to the request group of the
responsibility
4) What is the use of temp table and
interface table?
Temporary table is used in I/F
programs to hold the intermediate data. The data is loaded into temporary first
and then after validation through the PL/SQL program, the data is loaded into
the interface table
5) What are the steps to register
concurrent program in APPS?
The steps to register the
concurrent prom in APPS are follows
a)Register the prom as
concurrent prom for the executable
b) Define the concurrent prom
for the executable registered
C)Add
the concurrent program to the request group of the responsibilities
6) How
to pass parameters to a report ? Do you have to register them with AOL?
U can define parameters in the
define concurrent prom form there is no need to register the parameters with AOL .But you
may have to register the value sets for those parameters
Do
you have to register feeder program of interface to AOL?
Yes, U have to register the feeder program as concurrent
prom to APPS
7) What
are the forms customization steps
Steps are as follows:
a)Copy the “Template fmb”1 and
“Appstand.fmb” from AU_top/Forms/us. Put it in
custom directory .
the
Libraries(FNDSQF,APPCORE,APPDAYPK,GLOBE,CUSTOM,JE,JA,VERT)are automatically
attached
b)Create/open
new forms, then customize
c) Save this form in corresponding
module.
8)
How to use flexfield In report?
There
are two ways to use flexfield in reports one is to use the views (table
name+`_kfv`or `_dfv`) created by apps, and use the concatenated segment column
that holds the concatenated segments of the key or descriptive flexfield
(or)
To
use the FND user exits provided by apps
9)
Difference b/w KFF and DFF
KFF
|
DFF
|
Unique identifiers
|
To capture extra info
|
KFF are stored in segments
|
Stored in attributes
|
For KFF there are FF qualifier
and segment qualifiers
|
Context_sensitive ff is a
feature of dff. (DFF)
|
10) How will you get set of books id
dynamically in reports?
By using profile option called
GL_SET_Of_Books_id
11) What is hierarchy of multi_org?
Business
groups Ã
sob Ã
le Ã
operating unit Ã
Inv organization
12) What is difference b/w org_id, organisation_ID
ORG_ID is an operating unit
organisation_ID
is inventory organization
FORMS
Registering Forms:
We
Take Template from .fmb table from AV_TOP/11.50/Forms/us
CHANGE
THE RESPONSIBILITY TO Application Developer
Goto
Application-Register-Register it
Goto
Application -Function Give
Function User Function Give
Click
on Form Tab.
Function Form
Application
Then
goto Application- menu & give submenu function description.
Change responsibility to
Security-
Define -User
GLOBAL
VARIABLE in forms is declared in when new forms instance
Trigger
for LOV in forms : Key-list-value
FORM
MODULES : 4 types- 1)Alerts 2)Form Modules 3)Menu modules 4) PL/SQL libraries
Order
of TRIGGER FIRING : When new form instance pre-form, when-new-block-instance,
when new item interface post form
OBJECT
LIBRARY : can be used to store function, procedure, package.
ATTACHED
LIBRARY : is used to avoid any change in source code
FORMS
IN GL :
FNDFFMDC-Descriptive
Flexfield segment
GLXSTBKS-Set
of books
GLXSTCAL-Accounting
calendar
Alert
is a model window, which has predefined manager
REPORTS
3
types of Reports-SQL, RDF, RXI
2
Parameters in the reports - 1)user (Lexical, Bind) 2) system
LEXICAL
PARAMETERS: Are always Characters type used with the where clause used to
facilitate the range parameters i.e., if the wishes to se a list of invoices
between two given dates.
DECODE
: To Achieve dynamic column order or column constant, we use decode statement
in reports
FORMAT
TRIGGER/ANCHOR: Allows a developer to show or hide objects using PL/SQL I the
simplest form a trigger can be placed on certain columns to show or hide based
on user parameters
If
two reports differ by say one col the decode statement con be used to
consolidate these two reports into one
TOKEN
:For user parameters we define a token
REPORT
REGISTRATION :
CUS_TOP/REPORTS?US-Object
script
GOTO
Application Developer
Concurrent
-Define Executable.
Give
Execution Method -Oracle Reports
Execution filename
THEN
goto PROM
Attach
the executable to the Application
Click
on parameters window
Give
seq.parameters & Token
Types
of Reports generated-HTML, PCL, PDF
post script, Text& HTML.
CUSTOM REPORTS: Made use of PRIS(Property
records information system)which is PACE existing Asset accounting system .An
ASCII file will be extracted from PRIS balance after all the month end
processing is done for the business period prior to conversion. All the data
will be extracted from the legacy source file to load into oracle fixed Asset
using interface program FA_MASS_ADDITIONS. The Table that receives data in
Orapps are FA_MASS_ADITIONS FA_CATAGORIES
FA_LOCATION FA_ASSET_KEY_WORDS.
which is used to regenerate reports
5TRIGGER in the
reports: Before
report, After report, Before parameters, After parameters form between pages.
Before
Report -SRW.USER_EXIT (FND, USER_INIT)
After
Report -SRW.USER_EXIT (FND.USER_EXIT)
COLUMNS
:Summary Column, Formula & Place holders columns
POXPOBPS:
Blanket Purchase Order Status Report.
Parameters
: PO Numbers from to
Buyer Name Vendors From to
Sort by PO Number Or Buyer
POXPOSTD:
PO Detail Report.
Title, Buyer Name, Items from to
PO Number From to Vender
Status : Approved Or in process
User
Exit -A user exit is a function written in a 3rd Generation Language Like C,
Cobol, FORTRAN Etc, to do special purpose processing which is linked into the
SQL* Forms Executable files SQL Statements and Pl/SQL Block can be embedded
into a user exit
When
the user exit gets called from the from by a SQL* from trigger, processing
control is temporarily paused onto the user exit when a user exit is done, it
reaches an integer value to the SQL* from which indicates success, failure or
Fatal error.
PURCHASING
1.
Introduction:
This module functions at operating unit level. All the setups of this module
are at operating unit level. It deals with the purchasing of materials/goods to
your organisation and how you receive them into your organisations.
2.
Setup:
set up steps for this module are as follows:-
1)
Setup of System Administrator:
User creation
and assigning him the reposibilities of Purchasing and System Administrator
2)
Define Accounting Key Flexfields:
This is done in General Ledger
3)
Set up Calendars, Currencies and Set of Books:
Accounting calendar - This is done in G.L
Currency--------------- This is done in G.L
Set of Books---------- This is done in G.L
4)
Define Human Resources Key Flexfields:
Job
and Position Key Flexfields are defined here.
5)
Define Locations:
This
is normally done while you define inventory organisations.
6)
Define Organisations and Organisation Relationships:
This
set up is also done while setting up organisations in Inventory.
7)
Define Inventory Key Flexfields:
This
set up is done while setting up Inventory.
8)
Define Units of Measure:
This set up is done while setting up Inventory. This step involves the
following classes.
(a)
Define Units of Measure Classes.
(b)
Define Units of Measure.
(c)
Define Units of Measure conversions (Standard,
Intra-class & Inter-class).
9) Define
Item Attributes, Codes and Templates: This setup is done in Oracle Inventory. This step involves the following tasks:
(a) Define
item attribute controls.
Default:
Most item attribute groups
default to Item
Master–level control. The rest
default to the Item/Organization
level.
(b) Define status codes.
Default: Default status codes include basic statuses such as
Active, Inactive,
Obsolete, and Prototype.
(c) Define
item type QuickCodes.
10)
Define Categories: This setup is done in Oracle
Inventory.
11)
Set Up
Personnel:
This
step is done in Oracle Human Resource Management Systems
This
step involves the following tasks:
Define
jobs.
Define
positions.
Define
employee.
12)
Set Up
Oracle workflow:
Purchasing uses Oracle Workflow technology to perform document
approvals, automatic document creation, and account generation
13)
Decide how to use the Accounting Generator:
The Account Generator process in Purchasing builds a charge, budget,
accrual, and variance account for each purchase order, release, and requisition
distribution based on the distribution's Expense, Inventory, or Shop Floor
destination type.
14)
Open
Inventory and Purchasing Periods:
This step
involves the following tasks.
Open Inventory accounting period
(This step is done in Inventory after you create every inventory organisation).
Open Purchasing accounting period
(This is step is done in purchasing with respect to the set of books of the
operating unit used).
15)
Setup
Approval Information:
Define approval groups (An
Approval group is defined based on Account Range, Document Total, Item Category
Range, Item Range & Location).
Assign
approval groups (we assign approval
groups and approval functions to positions or jobs of the employee defined).
16)
Define Lookups:
Lookups- Purchasing uses lookup codes to define lists of values throughout
the system. A lookup category is called a lookup
type, and the allowable values for the lookup type are called lookup codes. You can add your own codes
to those initially provided for some of the lookup types, depending on your
Access Level.
17)
Define
Purchasing options:
Accrual Options - Define accrual
options, such as whether you accrue expense items at period end or upon
receipt.
Control Options - Define control
options, such as the receipt close point.
Default Options - Define default
options, such as the minimum release amount.
Internal Requisition Options - Define
the required order type and order source for internal requisitions. You can
navigate to this window only when Purchasing, Order Management, and Inventory
are installed.
Numbering Options - Define the
numbering method, numbering type, and next number for each of your documents.
Tax Defaults Options - Define the
sources from which purchasing document default tax information.
18)
Define
Buyers:
Employees who will use
Purchasing as buyers or managers must all be defined as buyers.
19)
Define
Line Types:
Line types let you distinguish between quantity and
amount based line items.
You can create line types to
reflect different characteristics for the items you purchase.
Purchasing automatically
provides you with a line type of Goods that is
quantity based.
20)
Start Purchasing database Administrator:
The Purchasing
Database Administration processes to initiate concurrent processes that purge obsolete record in Purchasing
interface tables and other temporary tables. The purging of obsolete data helps
reduce memory load and improve system performance. You need to run this process
only once because the AutoSubmit process resubmits itself daily after you
submit it the first time.
21)
Define Financial Options:
In the Financials
Options-These 7 regions will be present.
22)
Define Receiving Options:
This is related
to Inventory Organisation. This we already define when we define Inventory
organisation.
23)
Setup Transaction Managers and Resubmission Intervals:
This step
involves the following tasks:
Start the following transaction managers
1. Receiving
transaction manager
2. Document
approval manager
24)
Define Suppliers
Suppliers
are actually defined in Oracle Payables.
25)
Setup Workflow Options:
Purchasing uses
Oracle Workflow technology to handle requisition and purchase order approvals,
automatic creation of purchase orders and releases, purchase order changes
(specifically, any additional approvals those changes require), and receipt
confirmation. Workflow runs in the background. It automates these procurement
activities whenever you submit a document for approval, create a requisition,
or change a purchase order.
26)
Perform Additional System Administrator Setup:
To define user
names. Purchasing users must have user names, and the user names must be linked
to an employee name.
27)
Define Manufacturing System and User Profiles
To set values for
user profile options at each profile level.
When a profile
option may be set at more than one level, site has the lowest priority,
superseded by application, then responsibility, with user having the highest
priority. For example, a value entered at the site level may be overridden by
values entered at any other level. A value entered at the user level has the
highest priority, and overrides values entered at any other level.
Site - Option settings pertain to all
users at an installation site.
Application - Option settings pertain to all users of any
responsibility associated with the application.
Responsibility - Option settings pertain to all users currently
signed on under the responsibility.
User - Option settings pertain to an individual user, identified by
their application username.
3.
Requisitions : It
is of 2 types
(a)
Purchase Requisition --- This is related to Purchasing
(External).
From this
requisition which happens in an organisation, goods can be purchased from any
external source (supplier).
(b)
Internal Requisition ----- This is related to Order
Management (Internal).
This requisition
happens when we want goods from any of the other organisations, which are under
the same operating unit.
4.
RFQ’s and Quotations:
RFQ is request
for Quotation. RFQ is sent when we go for New Item, New Supplier, Change in
price and Change in product. RFQ is prepared based on the requisition and sent
to suppliers.
Then suppliers
will send the Quotations matching the RFQ’s you send.
Then you do a
quote analysis for the Quotations received and selected the best Quotation
based on Best Delivery, Lowest Price, Only source, Best Design, Quality,
Service.
There are three
types of Quotations and RFQs that come with Purchasing by default:
(a)
Catalog: Used
for high-volume items or items for which your supplier sends you information
regularly. A Catalog quotation or RFQ also includes price breaks at different
quantity levels.
(b)
Standard:
Used for items you'll need only once or not very often, but not necessarily for
a specific, fixed quantity, location, and date. For example, you could use a
Catalog quotation or RFQ for office supplies, but use a Standard quotation or
RFQ for a special type of pen you don't order very often. A Standard quotation
or RFQ also includes price breaks at different quantity levels.
(c)
Bid: Used for
a specific, fixed quantity, location, and date. For example, a Bid would be
used for a large or expensive piece of equipment that you've never ordered
before, or for an item that incurs transportation or other special costs. You
cannot specify price breaks for a Bid quotation or RFQ.
For all three types, you can define effectivity dates at the header
level. For Catalog and Standard quotations, you can also specify effectivity
dates for individual price breaks. (For a Bid, you cannot specify effectivity
dates at the shipment level.)
5. Purchase Order Types
Purchasing provides
the following four purchase order types:
Standard Purchase
Order
Planned Purchase
Order
Blanket Purchase
Agreement
Contract Purchase
Agreement.
You can use the
Document Name field in the Document Types window to change the names of these
documents. For example, if you enter Regular Purchase Order in the Document
Name field for the Standard Purchase Order type, your choices in the Type field
in the Purchase Orders window will be Regular Purchase Order, Planned Purchase
Order, Blanket Purchase Agreement, and Contract Purchase Agreement.
Standard Purchase Orders
You generally
create standard purchase orders for one-time purchase of various items. You
create standard purchase orders when you know the details of the goods or
services you require, estimated costs, quantities, delivery schedules, and
accounting distributions. If you use encumbrance accounting, the purchase order
may be encumbered since the required information is known.
Blanket Purchase Agreements
You create
blanket purchase agreements when you know the detail of the goods or services
you plan to buy from a specific supplier in a period, but you do not yet know
the detail of your delivery schedules. You can use blanket purchase agreements
to specify negotiated prices for your items before actually purchasing them.
Blanket Releases
You can issue a
blanket release against a blanket purchase agreement to place the actual order
(as long as the release is within the blanket agreement effectivity dates). If
you use encumbrance accounting, you can encumber each release.
Contract Purchase Agreements
You create
contract purchase agreements with your suppliers to agree on specific terms and
conditions without indicating the goods and services that you will be
purchasing. You can later issue standard purchase orders referencing your
contracts, and you can encumber these purchase orders if you use encumbrance
accounting.
Planned Purchase Orders
A planned
purchase order is a long-term agreement committing to buy items or services
from a single source. You must specify tentative delivery schedules and all
details for goods or services that you want to buy, including charge account,
quantities, and estimated cost.
Scheduled Releases
You can issue
scheduled releases against a planned purchase order to place the actual orders.
If you use encumbrance accounting, you can use the planned purchase order to
reserve funds for long term agreements. You can also change the accounting
distributions on each release and the system will reverse the encumbrance for
the planned purchase order and create a new encumbrance for the release.
Purchase Order Types Summary
Standard Purchase Order
|
Planned Purchase Order
|
Blanket Purchase Agreement
|
Contract Purchase Agreement
|
|
Terms and Conditions Known
|
Yes
|
Yes
|
Yes
|
Yes
|
Goods or Services Known
|
Yes
|
Yes
|
Yes
|
No
|
Pricing Known
|
Yes
|
Yes
|
Maybe
|
No
|
Quantity Known
|
Yes
|
Yes
|
No
|
No
|
Delivery Schedule Known
|
Yes
|
Maybe
|
No
|
No
|
6.
Approved Supplier list:
This list contains
suppliers who are approved for a particular item or Commodity (Item Category).
7.
Sourcing Rule:
Sourcing rules that
specify how to replenish items in an organization, such as purchased items in
plants.
8.
Assignment of Sourcing rules in set:
Assign Sourcing rule
to particular items and/or organizations. These assignments are grouped
together in assignment sets.
No comments:
Post a Comment
Thanks for your comments submitted.,will review and Post soon! by admin.