Approved Supplier Lists and Sourcing Rules

Approved Supplier Lists and Sourcing Rules
Copyright Oracle Corporation, 2002. All rights reserved.
Procurement: Supplier Identification

Supplier identification Requisitions Purchase orders Ordering RFQs/ Quotations Sourcing Receiving Analysis Invoice/ Payment Reporting Supplier performance
1-2 Copyright Oracle Corporation, 2002. All rights reserved.
Supplier management
Objectives
After completing this module you should be able to do the following: Define supplier statuses Set up and use an approved supplier list Set up and use sourcing rules Understand how sourcing information defaults to requisitions and purchase orders Understand additional implementation considerations
1-3
Overview of Sourcing in Purchasing
Sourcing process
Purchasing data ASLs & Sourcing Rules Sourcing profiles
Supplier
Goods or service Commodities
Purchase order Blanket agreement Updated catalog Global agreement
1-4
Agenda
Create the approved supplier list Create sourcing rules Understand setup options Understand additional implementation considerations
1-5
Approved Supplier Lists
Commodity
Approved Supplier List
Items
Ship-to organization or global organizations

1-6
Supplier site
Supplier Statuses
Allow: Allow: Allow: Allow: PO Approval Sourcing Schedule Confirmation Manufacturer Link
Approved
New
Allow: PO Approval Allow: Sourcing Prevent: Schedule Confirmation Allow: Manufacturer Link
x
Debarred
Prevent: PO Approval Prevent: Sourcing Prevent: Schedule Confirmation Prevent: Manufacturer Link
1-7
ASL Common Header Attributes
Item CM13139
COMPUTER-PC
Supplier IBM Stargate Ltd.
Status Approved Debarred
Review-By 02-JUN-03 15-MAR-03
1-8
ASL Header Attributes - Item

Use Approved Supplier? Item CM13139
Item # 850HDRV HD850MB
1-9
ASL Header Attributes - Commodity
COMPUTER-PC
Item # -
1-10
Supplier-Commodity/Item Attributes
Purchasing UOM Release Method Price Update Tolerance Country of Origin
1-11
Supplier-Commodity/Item Attributes
850HDRV
Source Document Supplier Scheduling Planning Constraints
1-12
Supplier-Commodity/Item Attributes Source Document

850HDRV
Purchase Agreement Catalog Quote
Quotation/ BPA
Supplier-Commodity/Item Attributes Supplier Scheduling

850HDRV
Planning Schedules Shipping Schedules
Planning Schedule
Supplier-Commodity/Item Attributes Planning Constraints

850HDRV
Order Modifiers Capacity Tolerance Fences
1-15
Agenda
1-16
Sourcing Rules Overview

Source Details Type Document Line Num
Source Supplier Supplier Star Gate Site Contact Phone
From Sourcing Rule
1-17
Sourcing Rules
Effective: 01-JAN-97 to 31-DEC-03
Supplier A 60 % Rank 1 Effective: 01-JAN-04
Supplier B 40 % Rank 1
Supplier C 100 % Rank 2
Supplier A 100 % Rank 1

1-18
Supplier C 100 % Rank 2
Oracle Products That Use Sourcing Rules
Planning Purchasing
Supplier Supply Chain Planning Scheduling
1-19
Create a Sourcing Rule

Sourcing Rule Hard Drives Assignment Supplier Scheduling
Supplier A 60 % Rank 1 Item CM13139 Supplier A Site Contact
Create a Sourcing Rule Assignment

Sourcing Rule Hard Drives Assignment Supplier Scheduling
Supplier A 60 % Rank 1 Item CM13139 Supplier A Site Contact
Levels of Sourcing Rule Assignments
Item CM13139
COMPUTER-PC
Seattle Manufacturing
Item/organization Item Category/organization Category Inventory organization Global
Global Item/ Organization
1-22
Sourcing Rules with an ASL Source Document

Source Details Type Quotation Document 500 Line Num 3
From ASL
Source Supplier Supplier Star Gate Site Contact Phone PO: Automatic Document Sourcing = No
From Sourcing Rule
1-23
Sourcing Rules without an ASL Source Document

Source Details Type Quotation Document 500 Line Num 3 Defaults without an ASL
Source Supplier Supplier Star Gate Site Contact Phone PO: Automatic Document Sourcing = Yes
From Sourcing Rule
1-24
Default Sourcing Information to Requisitions

From Source Document Buyer Supplier Item Doc. Type Source Doc. Source Line Price -----Supplier Site Contact From Sourcing Rule
Quotation
Requisition
Blanket Agreement
1-25
Default Sourcing Information to Standard Purchase Orders
Quotation
Contract Quotation Line Num. Quote Type Quote Num. Price From Source Document
Standard PO
1-26
Automatic Sourcing Enablement During Blanket Agreement Approval

From the blanket agreement approval window you can automatically create: Sourcing Rules Sourcing Rule Assignments Approved Supplier List
1-27
Agenda
1-28
Sourcing Profile Options

PO: Automatic Document Sourcing PO: Allow Autogenerate Sourcing Rules PO: Price Tolerance (%) for Catalog Updates MRP: Default Sourcing Assignment Set MRP: Sourcing Rule Category Set
1-29
Agenda
1-30
Additional Implementation Considerations

Approved supplier list Sourcing rules Data mapping Report mapping Training and cutover
1-31
Summary
You should now be able to do the following: Define supplier statuses Set up and use an approved supplier list Set up and use sourcing rules Understand how sourcing information defaults to requisitions and purchase orders Understand additional implementation considerations
1-32

Approved Supplier Lists and Sourcing Rules

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Approved Supplier Lists and Sourcing Rules

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Approved Supplier Lists and Sourcing Rules

Copyright Oracle Corporation, 2002. All rights reserved.

Procurement: Supplier Identification

Copyright Oracle Corporation, 2002. All rights reserved.

Overview of Sourcing in Purchasing

Goods or service Commodities

Purchase order Blanket agreement Updated catalog Global agreement

Copyright Oracle Corporation, 2002. All rights reserved.

Copyright Oracle Corporation, 2002. All rights reserved.