Fusionv1 SetUpProcurement DefinePurchasingConfiguration TOI

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Purpose:
This document provides an overview of features and enhancements included in Oracle Fusion Applications 11gR1 Release 11.1.1.5.0
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this release, or implementing completely new Oracle developed products, and planning your I.T. Projects.
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Oracle Fusion Applications 11gR1 (11.1.1.5.0)

Functional Overview
(L2) Set Up Procurement
Agenda
Activity Description
Task Flow
Roles
Setup
Third Party Dependencies
Globalization
Industry
Reports / BI Catalog
Feature Highlights
Associated Resources
Demo
Note: Agenda items in grey are not applicable.

4
Activity Description
Define Purchasing Configuration
Define and maintain setup components for Purchasing
including:
Procurement Business Function
Requisitioning Business Function
Change Order Templates
Document Styles
Procurement Agents
Job Roles & Associated Duty Roles

Job Role
Associated Duty Roles
Application Implementation
Consultant
Procurement Application Administrator (inherited)

Supply Chain Application Administrator (inherited)
Financial Supply Chain Manufacturing Application
Administrator (inherited)
Procurement Application
Administrator
Purchasing Administration Duty

Procurement Application Descriptive Flexfield
Administration Duty
Procurement Category Hierarchy Maintenance Duty
Requisition Administration Duty
Supply Chain Application

Administrator
Item Administration Duty

Receiving Administration Duty
Duty Roles & Tasks
Duty Role
Associated Tasks
Purchasing Administration Duty
Manage Purchasing Line Types

Manage Document Styles
Manage Change Order Templates
Configure Procurement Business Function
Manage Procurement Agents
Procurement Application
Descriptive Flexfield
Administration Duty
Manage Purchasing Descriptive Flexfields

Manage Purchasing Value Sets
Manage Requisition Descriptive Flexfields
Manage Requisition Value Sets
Duty Roles & Tasks
Duty Role
Associated Tasks
Procurement Category
Hierarchy Maintenance Duty
Manage Agent Assignments Category

Hierarchy
Requisition Administration Duty
Configure Requisitioning Business Function
Item Administration Duty
Basic Items setup tasks
Receiving Administration Duty
Manage Receiving Parameters
Setup
Define Purchasing Configuration
Define Purchasing Document
Configuration
Define Master Items for Purchasing
Define Requisition Configuration
Define Business Function
Configuration
Define Receiving Parameters for
Purchasing
Define Procurement Agents
Define Purchasing Document Configuration

Manage Purchasing Line Types
Values are defaulted on

lines added on purchasing
documents
Supports Goods
and Services
purchase basis
Set the line types purchase basis and purchasing attribute default values
10

Manage Document Styles
Specify the purchase basis and
whether specific line types or all
line types for the purchase basis
are supported
Set purchasing document names

based on organizations business
and naming convention
Turn on/off feature
Enable only for certain

document types
11

Manage Change Order Templates
Configurable per
document type
Define what constitutes

an amendment vs.
administrative change
Ability to configure internal vs. external changes

12

Manage Purchasing Value Sets
Value sets contain lists of predefined values that users pick in a

descriptive flexfield
Purchasing value sets are defined for use in descriptive flexfields
in the purchase order, blanket purchase agreement, and contract
purchase agreement
13

Descriptive flexfields can be defined to extend attributes on:
Purchase Orders - header, line, schedule, distribution levels

Blanket Agreements - header, line, price break, item attribute levels
Purchasing Document Notification Controls
Approved Supplier List Entries header, supplier-item attribute, source document
levels
Purchasing Line Types, Document Types, Procurement Agents
14

Manage Requisition Value Sets
Requisition value sets are defined for use in descriptive flexfields

for the requisition header, line and distribution
Value sets contain lists of predefined values that users pick in a
descriptive flexfield
15

Descriptive flexfields can be defined to extend attributes on the

requisition header, line and distribution levels
Descriptive flexfields will be displayed in the create requisition
flow and requisition details page
Global descriptive flexfields will always be displayed
Context sensitive flexfields will be displayed based on the context
specified on the requisitioning BUs requisitioning configuration
16
Define Business Function Configuration

Each procurement business
unit has its own configuration
Settings for purchasing

transactions
Settings for sourcing

transactions
17

Configure Procurement Business Function Document Types
Configurable per
business unit
Set document layout and

change order template per
document type
Set document layouts and change order templates
18

Configure Procurement Business Function Purchasing
Terms and Conditions
Configurable per
business unit
General terms and conditions that will be sent along with the
purchasing documents
Purchase Orders
Blanket Purchase Agreements
Contract Purchase Agreements
19

Configure Procurement Business Function Negotiations
Terms and Conditions
Configurable per
business unit
Terms and conditions that will be presented to users before they

respond to a negotiation for the first time
Auctions
RFIs
RFQs
20

Configure Requisitioning Business Function
Each requisitioning
business unit has its own
configuration
Configuration used for

requisition creation
Setup for purchase orders

created in this requisitioning
business unit
21

Manage Agent Assignments Category Hierarchy
This category hierarchy is used in Sourcing as a means to group item

categories
Buyers can use this hierarchy to filter suppliers that carry products and services
that belong to a category
Category managers can filter transactions based on categories that are
relevant to them
22

Manage Procurement Agents
Agent is assigned to
the procurement BU
Agent is allowed to
perform the action in the
business unit
Agent is granted access

to other agents
documents
Procurement agents access control

23
Additional Setup
Procurement BU as Shared Service Center

Procurement via Subsidiary
Trading Partner for B2B
Document Numbering User Extension
Pricing User Extension
24

Setting up Procurement BU as shared service center
enables:
Sharing and usage of centrally authored catalog content
Processing of requisitions from multiple Requisitioning BU
Visibility and analysis of spend data
Negotiating on behalf of Business Units with consolidated
volume of common requirements across the Business Units
Order administration on behalf of the Business Units
25

Assumptions
Existing Line of
Business
Assigned
Requisitioning
Business Function
26

Define Business Units
Create a new Business

Unit to be setup as
Procurement Service
Provider
Master Items
Note, you do not need to

associate a Ledger or Legal
Entity to this Business Unit if
Procurement is the only
business function performed
27
Assign Procurement
Business Function to
the Business Unit
Add Vision
Operations as
service provider to
Vision Services

Supplier
28
Agreement

Assign Agents to Business Units
Assign an Agent to
the Procurement BU
Setup permissions
for this Agent
Supplier
29

Shared Content Usages
Smart Form created

as shared content
in Vision
Operations
Multiple Requisitioning BUs
serviced by Procurement BU
Vision Operations via shared
Supplier/Sites
Multiple Requisitioning BUs

serviced by Procurement BU
Vision Operations via shared
Agreements
30
Multiple Requisitioning
BUs serviced by
Procurement BU
Vision Operations

Summary of the Navigation Steps
1.
Define a new Business Unit. (Manage Business Units-> Actions -> Create)
2.
Assign Procurement Business Function to the Business Unit. (Manage

Business Units -> Actions -> Assign Business Functions)
3.
Add the Business Unit as a service provider to an existing Business Unit

(namely the Requisitioning Business Unit). (Manage Business Units-> Actions>Manage Service Providers -> Add Row)
4.
Configure the Procurement Business Function in the new units. (Configure

Procurement Business Function)
5.
Define Procurement Agents for the new unit and give them access to
perform their role specific tasks in the unit. (Manage Procurement Agents ->
Actions -> Add Row)
6.
Create supplier, supplier site and assignments

(Manage Suppliers -> Sites (tab) -> Actions -> Add Row)
(Manage Suppliers -> Sites (tab) -> Edit -> Site Assignments (tab) -> Actions ->
Add Row)
31
Vision Services buying goods

via subsidiary Vision Germany
Procurement via subsidiary

Enables businesses to meet legal requirements for trading
Allows businesses to take advantage of available tax favorable regimes
The system automatically adjusts to the optimum Sold-to BU based

on the Requisitioning BU and the Supplier Site.
32

Setup Intercompany Transaction Flow
Go to Manage Intercompany
Transaction Flows in
Intercompany
Logistics
Transaction Flow
established
Create a new
Intercompany
Transaction Flow
Edit Flow
Sequence
Business Unit used

as subsidiary
Requisitioning BU
Procuring Flow
33

Setup Internal Customer - Supplier
Setup Vision
Operations as
internal customer
34
Setup Vision Germany

as internal supplier

Setup Supplier Site Assignments
Add Vision Germany as Sold-to BU

in Supplier Site Assignments
35

Summary of the Navigation Steps
1. Setup intercompany transaction flow between the Sold-to BU and

the Requisitioning BU
(Logistics -> Intercompany Setup UI -> Manage Intercompany Transaction Flows
-> Actions -> Create)
2. Setup internal customer-supplier

(Ledger -> Intercompany --> Intercompany setup -> Manage Intercompany
Customer Supplier Assignments)
3. Create a Supplier Site Assignment for the Sold-to BU

(Purchasing -> Supply Base -> Manage Suppliers -> Sites (tab) -> Edit -> Site
Assignments (tab) -> Actions -> Add Row)
36

Setting up Trading Partners for B2B allows businesses
to send purchasing documents to suppliers using any
messaging system supported by Oracle B2B, including:
OAG
EDI
RosettaNet
Custom XML Format
37

Enable Supplier Site for Electronic Messaging
Create a trading partner

for the supplier site
Define documents (B2B message) that can

Define channels
be communicatedSet
to this
partner
the trading
B2B
Supplier Site Code
Enable the supplier site for electronic messaging in Oracle B2B

38

Create B2B Agreement with the Supplier Site
Create B2B Agreement between

the supplier site and the host
trading partner, for a specific
document type
39

Map Fusion Supplier Site to B2B Supplier Site
Supplier Site definition
in Fusion Supplier
Set to the B2B Supplier Site Code

identifier for the supplier site
trading partner in Fusion B2B
40

Identify Domain Value Maps
Attribute Name
Value in Buying
Organization
Trading Partner
Value in Trading
Partner
Net30
ADS Sup Vis Ops

Purchasing
N30
COUNTRY_CODE
CURRENCY_CODE
FOB_CODE
PAYMENT TERMS
HAZARD_CLASS
UOM_CODE
Set to the B2B Supplier Site Code
Payment Term mapping example - Net30 to N30
41

Summary of Steps
1. Enable supplier site and buying organization for electronic
messaging in Oracle B2B
a. Create a trading partner for the supplier site
b. Define documents (B2B message) that can be communicated to
this trading partner
c. Define the channel used for the communication, such as Oracle
Supplier Network (OSN)
2. Create B2B agreement between the buying organization and the

supplier site
3. Map supplier site in Fusion Supplier to supplier site in Oracle B2B
4. Identify Domain Value Maps between the buying organization and
the supplier site
42

Setting up Document Numbering User Extension enables
organization to customize document numbering for purchase
orders, agreements, and sourcing documents.
Specification template po_custom_doc_number_pub.pkh
Body template
po_custom_doc_number_pub.pkb
Package
PO_Custom_Doc_Number_Pub
The Document Numbering extension has the following

component:
Custom Document Number Extension (Get_Custom_Doc_Number)
43

Get_Custom_Doc_Number
Description
User extension to customize how Purchasing documents and Sourcing
documents are numbered
Default Behavior
Returns the document number specified in the input parameter
Input Parameters
Document Type Code

(STANDARD, BLANKET,
CONTRACT,
BUYER_AUCTION,
REQUEST_FOR_QUOTE,
REQUEST_FOR_INFORMATION)
PO Document Style ID /
Negotiation Style ID
Procurement BU ID
Procurement BU Short Code
Sold-to BU ID
Sold-to BU Short Code
Requisitioning BU ID
Requisitioning BU Short Code
Ledger ID
Next Document Number
Return Status
Output Parameters
44
Modified Next Document Number
Pricing User Extension

Setting up Pricing User Extension enables organization to
customize pricing on requisitions and purchase orders.
Specification template
Body template
Package
po_custom_price_pub.pkh
po_custom_price_pub.pkb
PO_Custom_Price_Pub
The Pricing extension has the following components, which are

executed in sequence:
1. Custom Date Extension
2. Determine Price from Blanket
3. Custom Price Extension
45
(Get_Custom_Price_Date)
(Get_Custom_Req_Price /
Get_Custom_PO_Price)
Pricing User Extension - Procedures

Get_Custom_Price_Date
Description
User extension to customize the date used to determine pricing on
requisitions and purchase orders
Default Behavior
Returns the date specified in the input parameter
Input Parameters
Procurement BU ID
Sold-to BU ID
Supplier ID
Supplier Site ID
PO Line ID
Price Date
Ship-to Organization ID
Ship-to Location ID
Line Type ID
Item ID
Category ID
Supplier Item Number
UOM Code
Return Status
Output Parameters
46
Modified Price Date

Get_Custom_Req_Price / Get_Custom_PO_Price
Description
User extension to adjust the unit price as determined from a source
document (blanket agreement). It provides a mechanism to factor in
negotiated discounts, surcharges, or other adjustments.
Default Behavior
Returns the price specified in the input parameter
47

Get_Custom_Req_Price / Get_Custom_PO_Price
Input Parameters
Procurement BU ID
Sold-to BU ID
Supplier ID
Supplier Site ID
Price Date
Price
Order Quantity
Ship-to Organization ID
Ship-to Location ID
Line Type ID
Item ID
Category ID
Supplier Item Number
UOM Code
Requisition / PO Header ID
Requisition / PO Line ID
Return Status
Output Parameters
48
Modified Price
Associated Resources
Fusion 1.0 TOI: Set Up Procurement - Define Common
Procurement Configuration
Fusion 1.0 TOI: Set Up Product Management - Define Item
Configuration
Master Items
Fusion 1.0 TOI: Set Up Product Management - Define Item

Classes
Master Items
Fusion 1.0 TOI: Manage Product/Service Data

Master Items
Fusion 1.0 TOI: Set Up Materials Management and Logistics Define Warehouse Administration
Receiving Parameters
49
50

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<Insert Picture Here>

Oracle Fusion Applications 11gR1 (11.1.1.5.0)

Note: Agenda items in grey are not applicable.

Job Roles & Associated Duty Roles

Associated Duty Roles

Procurement Application Administrator (inherited)

Purchasing Administration Duty

Supply Chain Application

Item Administration Duty

Duty Roles & Tasks

Purchasing Administration Duty

Manage Purchasing Line Types

Manage Purchasing Descriptive Flexfields

Duty Roles & Tasks

Manage Agent Assignments Category

Requisition Administration Duty

Configure Requisitioning Business Function

Item Administration Duty

Basic Items setup tasks

Receiving Administration Duty

Manage Receiving Parameters

Define Purchasing Document Configuration

Values are defaulted on

Define Purchasing Document Configuration

Set purchasing document names

Turn on/off feature

Enable only for certain

Define Purchasing Document Configuration

Define what constitutes

Ability to configure internal vs. external changes

Define Purchasing Document Configuration

Value sets contain lists of predefined values that users pick in a

Define Purchasing Document Configuration

Descriptive flexfields can be defined to extend attributes on:

Purchase Orders - header, line, schedule, distribution levels

Define Requisition Configuration

Requisition value sets are defined for use in descriptive flexfields

Define Requisition Configuration

Descriptive flexfields can be defined to extend attributes on the

Define Business Function Configuration

Settings for purchasing

Settings for sourcing

Define Business Function Configuration

Set document layout and

Set document layouts and change order templates

Define Business Function Configuration

Define Business Function Configuration

Terms and conditions that will be presented to users before they

Define Business Function Configuration

Configuration used for

Setup for purchase orders

Define Procurement Agents

This category hierarchy is used in Sourcing as a means to group item

Define Procurement Agents

Agent is granted access

Procurement agents access control

Procurement BU as Shared Service Center

Procurement BU as Shared Service Center

Procurement BU as Shared Service Center

Procurement BU as Shared Service Center

Create a new Business

Note, you do not need to

Procurement BU as Shared Service Center