7/5/2017 OracleEnterpriseAssetManagementUser'sGuide

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OracleEnterpriseAssetManagementUser'sGuide
Release12.1
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PartNumberE1367006

DirectItemProcurementforeAMWorkOrders
Thischaptercoversthefollowingtopics:

Introduction
OverviewofDirectItemProcurementforeAMWorkOrders
EnablingDirectItemProcurement
AutomaticallyCreatingRequisitionsforDirectItems
ManuallyEnteringRequisitionsforDirectItems
CreatingPurchaseOrdersfromRequisitions
ManuallyEnteringPurchaseOrdersforDirectItems
eAMDirectProcurementAccounting

Introduction
EnterpriseAssetManagement(eAM)DirectItemProcurementenablesyoutoorderitemsdirectlytoyourmaintenanceorganization.Thischaptercontainsthe
followingtopics:

OverviewofDirectItemProcurementforeAMWorkOrders

EnablingDirectItemProcurement

AutomaticallyCreatingRequisitionsforDirectItems

ManuallyEnteringRequisitionsforDirectItems

CreatingPurchaseOrdersfromRequisitions

ManuallyEnteringPurchaseOrdersforDirectItems

eAMDirectProcurementAccounting

OverviewofDirectItemProcurementforeAMWorkOrders
OneofthemostimportantfeaturesincludedinEnterpriseAssetManagement(eAM)isWorkManagement(See:OverviewofeAMWorkManagement).Work
ManagementenablesyoutocreateWorkRequestswhenanassetisproblematic.AftertheWorkRequestisapproved,aWorkRequestcanassociatewitha
WorkOrder.AWorkOrderincludesalistingofallmaintenanceactivitiesareperformedonanasset.MaterialrequirementsforaWorkOrder(See:Defining
MaterialRequirements)mayincludestocked,nonstockeddirectitems,services,anddirectitems(descriptionbaseditems).Stockeditemsarethosethatare
eitherusedfrequently,orthecriticalityofshortleadtimetoobtainreplacementpartsmandatesthattheybestockedininventory.Nonstockdirectitemscan
beincludedintheinternalcatalog,butthedecisionismadetonotmaintainaninventorybalance.Theseitemsarenottransactable,notstockable,butyou
canprocurethem.Directitemsareeithernonstockordescriptionbased.NonStockDirectItemscanrepresentitemsthatarenotstockedininventory,or
servicesthatneedtobepurchasedfromasupplier.NonStockDirectItemsarenotstockedininventorybutaredefinedintheItemMasterasaninventory
item,purchaseable,andpurchasebutnotstockable(See:InventoryAttributeGroup, OracleInventoryUser'sGuide ).DirectItemsarecontrivedas"oneoff",
boughtdirectlyfromavendorforaspecificWorkOrderandOperation.TheyaredelivereddirectlytotheShopFloorfrommaintenanceWorkOrderexecution.
YoucanaddPlannedDirectItemstoaWorkOrder'sBillofMaterial(BOM)oranActivityBOM.PlannedDirectItemsmustfirstbecreatedintheItemMaster
asNonStockableandPurchasableinventoryitems(See:NonStockDirectItemSetup).Apurchaserequisitionisoptionallyautomaticallycreatedforthese
items,whentheWorkOrderisreleased.

IfyouhaveOracleiProcurementinstalled,allitemtypesmaybeincludedinyourinternalcatalog.AplannercanprocureDirectItemsfromtheMaintenance
Workbench(See:UsingtheMaintenanceWorkbench).PurchaserequisitionsandpurchaseordersofsuchitemscapturetheWorkOrderforwhichtheyare
required.IftheWorkOrderisprojectrelated,thentheprojectandtaskinformationiscapturedinthepurchaserequisition.YoucanprocureNonStockand
DescriptionbasedDirectItems,withoutaccessingiProcurement,aswell.

ThefollowingdiagramillustratestheintegrationbetweenEnterpriseAssetManagementandProcurement.First,amaintenanceWorkOrderiscreated.Ifthe
Assetand/orMaintenanceBOMthatisassociatedwiththeassetincludesDirectItems,thoseDirectItemsareautomaticallypartoftheWorkOrder'smaterial
requirements.YoucanalsomanuallyaddDirectItems(NonStock,Descriptionbased,andServices)toaWorkOrder.WhentheWorkOrderisreleased,a
purchasingrequisitioniscreatedfortheDirectItemsthatareincludedinthematerialrequirementsandthathavetheAutoRequestMaterialcheckbox
selected.ThischeckboxsettingdefaultsfromtheAssetand/orMaintenanceBOMsetup,butyoucanupdateitontheWorkOrder.Therequisitionislinkedto
theWorkOrder,andthenapproved.Apurchaseorderiscreatedfromtherequisition,andthenapproved.Youcancreateapurchaseordermanually,without
firstcreatingarequisition.Inbothcases,thepurchaseorderneedsapproval.Theitemsarereceivedusingastandardreceiptrouting,anddeliveredtothe
maintenanceWorkOrder.ThecostontheWorkOrderrecordsastheactualpurchaseorderprice.

DirectItemProcurementforeAMWorkOrdersProcess

Thissectionincludesthefollowingtopics:

EnablingDirectItemProcurement

AutomaticallyCreatingRequisitionsforDirectItems

ManuallyEnteringRequisitionsforDirectItems

CreatingPurchaseOrdersfromRequisitions

ManuallyEnteringPurchaseOrdersforDirectItems

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eAMDirectProcurementAccounting

EnablingDirectItemProcurement
Toenabledirectitem(bothsuppliercatalogandnoncatalogitems)procurementforeAMWorkOrdersdirectlyfromaneAMWorkOrder,setthe PO:Enable
DirectDeliveryToShopFloor profileoptiontoYes.WhenthisvalueissettoYes,youcancreateaneAMrelatedrequisitionorpurchaseorder.Youcanenter
eAMspecificinformation,suchasWorkOrderandoperationreferencenumbers,aswellasidentifyarequisitionlineashavingaShopFloordestination.
RequisitionsarecreatedautomaticallyforDirectItems(NonStockandDescriptionbased),afteraWorkOrderwiththoseDirectItemsonitsmaterial
requirementslistingisreleased.

Toenabledirectitemprocurement

1.NavigatetothePersonalProfileValueswindow.

PersonalProfileValues

2.Select PO:EnableDirectDeliveryToShopFloorfromtheProfileNamelistofvalues.
3.SelectYesfromtheDefaultValuelistofvalues.

4.Saveyourwork.

RelatedTopics

PurchasingProfileOptions, OraclePurchasingUser'sGuide
AutomaticallyCreatingRequisitionsforDirectItems
First,amaintenanceworkorderiscreated.IftheassetormaintenanceBOMthatisassociatedwiththeworkorderincludesdirectitems,thosedirectitems
areautomaticallypartoftheworkordermaterialrequirements.Youcanalsomanuallyadddirectitems(NonStockandDescriptionbased)toaworkorder.
Whentheworkorderisreleased,apurchasingrequisitioniscreatedforthedirectitemthatisincludedinthematerialrequirementsandthathavetheAuto
RequestMaterialcheckboxselected.ThischeckboxsettingdefaultsfromtheassetormaintenanceBOMsetup,butyoucanupdateitontheworkorder.The
requisitionislinkedtotheworkorder,andthenapproved.Apurchaseorderiscreatedfromtherequisition,andthenapproved.Youcanalsocreatea
purchaseordermanually,withoutfirstcreatingarequisition.Inbothcases,thepurchaseorderneedsapproval.

Important:Youcannotautomaticallycreateonerequisitionformultipledirectitemsonaworkorder.Ifaworkorderincludesmultipledirectitems,youmust
manuallycreatetherequisition.YoumustcleartheAutoRequestMaterialcheckboxontheMaintenanceBOMortheworkorderdirectitemline.

Toautomaticallycreaterequisitions

1.NavigatetotheWorkOrderswindow.

2.ChooseNew.

TheheaderinformationdisplaysgeneralinformationabouttheAssetNumberandthetypeofworkrequired.

3.Theworkordernumberisassigned,butyoucanupdateit.

4.EnteranAssetNumberrequiringmaintenance.TheAssetGroupdefaults(See:DefiningAssetNumbers).

5.SelectanAssetActivity.Assetactivitiesassociatedwiththisassetnumberareavailable.

Note:Ifthisworkorderwaspreviouslycreated,youcanaddanassetactivity,aslongastheworkorderisatanUnreleasedorDraftstatus,oran
assetactivitywasnotpreviouslydefined.Ifanytasks,material,orresourcerequirementsexist,thesemustbedeletedbeforeaddinganassetactivityto
apreexistingworkorder.

Afterselectinganassetactivity,theassociatedmaintenanceBOM(material)(See:SettingUpMaintenanceBillsofMaterial)andmaintenanceroute
(resources),associatedwiththeactivity(See:DefiningMaintenanceRoutes),attachtotheworkorder.Afteranassetactivityissavedtoaworkorder,
youcannolongerchangeordeleteit.

6.EnteraClasscodetorepresentthecharge(expense)accountsassociatedwiththeAssetNumber.ThisdefaultsfromtheAssetNumber(See:Defining
AssetNumbers)youcanupdateit.

7.EntertheStatus.Forexample,Unreleased,Released,OnHold,andDraft.Certaintransactionsupdatethisstatusautomatically,includingWorkOrder
Completion,forexample(See:eAMWorkOrderStatuses).

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8.IfthisisachildworkorderinaworkordernetworkandParentChildispopulatedintheRelationshipTypefield,theparentworkorderispopulatedin
thisfield.

9.IntheScheduledDatesregion,enterthescheduledStartdatefortheworkorderifitisbasedonaforwardschedule.Theschedulingprocessusesthis
dateasastartingpointtocalculatethescheduledenddateanddurationforallocatedresourcesandmaterial.Ifthematerialorresourcesarenot
availablebythisdate,theschedulingprocessmovesthestartdateforward(See:eAMScheduling).

10.EnterascheduledCompletiondateforbackwardscheduling.Thisdateindicatestherequestedendbydateforthework.Theschedulingprocessuses
thisdateasastartingpointtocalculatethescheduledstartdateanddurationforallocatedresourcesandmaterial.Ifthematerialandresourcesare
notavailablebythatdate,theschedulingprocessmovesthestartdatebackwardstoensurecompletionbytherequiredenddate(See:eAM
Scheduling).

11.WithintheMaintab,theDepartmentdefaultsfromtheselectedAssetNumber(See:DefiningAssetNumbers).Thisindicatesthepersonsordepartment
responsibleforthisAssetNumber.

12.OptionallyselectaPriority.Forexample,High,Medium,orLow.

13.OptionallyselectaWorkOrderType.Workordertypesenableyoutodifferentiateworkorders,forexample,Routine,Preventive,Rebuild,Emergency,or
Facilities.Maintenancemanagementcanusethisinformationtosortandmonitorworkactivitiesforreportingandbudgeting.Workordertypesare
referencedintheworkorder.Forinformationonhowtocreatevalidvalues,See:WorkOrderTypes.

14.TheShutdownTypedefaultsfromtheactivity.Thishelpstheplannergroupworkordersthatmayrequireshutdowns,sothattheyareplannedtogether.

15.IftheFirmcheckboxisselected,planningandschedulingdoesnotadjusttheschedule,regardlessofmaterialorresourceavailability(See:Overviewof
PlanningandScheduling).Thischeckboxdefaultsasselectedorcleared,dependingontheAutoFirmOnReleasecheckboxsetting,establishedinthe
EnterpriseAssetManagementParameterssetupforthecurrentorganization(See:DefiningeAMParameters).Thisdefaultsaftertheworkorderis
released.

Ifthecheckboxisselected,theenddateiscalculated,basedontheworkorderduration.Theschedulerautomaticallycalculatesthedurationbasedon
theoperations(resourcedurationsetup)ontheworkorder.YoucanupdatethischeckboxforWorkOrdersatDraft,Released,Unreleased,OnHold,or
Cancelstatuses(See:eAMWorkOrderStatuses).

16.OptionallyselecttheNotificationRequiredcheckbox.

17.OptionallyselecttheTagoutRequiredcheckboxtoindicatethattheareaneedstobesecuredforoperationsrequiredtoexecutethisworkorder.Tags
aregenerallyprintedandplacedonanasset,warningtheplantthatitisshutdownandshouldnotbestarted.Thischeckboxhelpstheplannerisolate
thosejobsthatrequireatagout.

TostoretagoutdocumentsusingtheAttachmentsfeature

18.SelectthepaperclipAttachmentsicontoattachrelevanttagoutdocuments.YoucanattachURL,file,ortextattachments.See:DefiningWorkOrder
Documents.

19.ThePlannedcheckboxisselectedifthecurrentworkorderwascreatedfromforecastedworkorders(See:PreventiveMaintenanceWorkOrders).

20.OptionallyselecttheEnableMaterialIssueRequestscheckboxtoenableeAMtomanagematerialavailabilityforthecurrentworkorder.Materialis
physicallyavailabletoaworkorderviathematerialrequestandverificationprocess.ThischeckboxisselectedbydefaultifitisselectedontheeAM
Parameterswindow.ThischeckboxisdisabledwhentheworkorderisataReleasedstatus.

21.OptionallyselecttheActivitytab.

a.OptionallyselectanActivityType.ThiscodeindicatesthetypeofmaintenanceforthisActivityandisusedwhendefiningajoborastandardjob,
forexample,Inspection,Overhaul,Lubrication,Repair,Servicing,orCleaning.ThisvaluedefaultsfromtheActivity(See:DefiningActivities).

b.OptionallyselectanActivityCausetospecifywhatsituationcausedthisworktogenerate,forexample,Breakdown,Vandalism,NormalWear,or
Settings.ThisvaluedefaultsfromtheActivity(See:DefiningActivities).

c.OptionallyselectanActivitySourcetospecifyreasonsActivitiesneedexecution,forexample,WarrantyCompliance,OSHACompliance,orMilitary
SpecificationRequirements.ThisvaluedefaultsfromtheActivity(See:DefiningActivities).

22.OptionallyselecttheProjecttab.ThistabisenabledifProjectManufacturingisinstalledandenabled.

a.OptionallyselectaProject.

b.OptionallyselectaTask.

23.YoucanselecttheRebuildtabifthisworkorderiscreatedforarebuildableitem.See:RebuildWorkOrders.

24.OptionallyselecttheMaintenanceRequesttabtodisplayserviceandworkrequestsassociatedwiththisworkorder.Youcanaddserviceandwork
requeststoaworkorderbyselectingaservicerequestorrequestnumber,respectively.WorkrequestsatanAwaitingWorkOrderstatusand
MaintenanceTypeServiceRequestsatanOpenstatusareavailableforassociation.Youmayassociatemultipleworkrequeststoasingleworkorder,
andoneworkordercanassociatewithaservicerequest.Youcanassociateaservicerequesttomultipleworkorders.Youcandissociateaworkand
servicerequestfromaworkorder.

25.SelecttheBill,Routingtabtoselectalternate,predefinedBOMsandRoutings.See:SettingUpMaintenanceBillsofMaterialandDefiningMaintenance
Routes.

AfterthealternateBOMandroutingareselected,thesystemusestheassociateditemsandassignstheassociatedresourcesneededtoexecutethe
workorder.

26.OptionallychooseOperationstopreparenecessaryoperations.Theseoperationsdefaultfromthemaintenanceroute(See:DefiningMaintenance
Routes)associatedwiththecurrentActivity,butyoucanupdateandaddtothem(See:PreparingWorkOrderOperations).

27.OptionallychooseMaterialstovieworupdatethematerialrequirementsforthispurchaseorder(See:DefiningMaterialRequirements).Whenthiswork
orderisReleased,purchaseordersorrequisitionsarecreatedforthematerialrequirements'DirectItemsiftheAutoRequestMaterialcheckboxis
selected(viewedbyscrollingright).TheseitemsdefaultedfromtheMaintenanceBOMtheyarereferencedintheDirectItemsregion.TheSupplierand
PriceinformationwasestablishedwithintheBillsofMaterialwindowwhenaddingthedirectitemstotheassetormaintenanceBOMs.Thisinformation
defaultsintotheworkorder.

MaterialRequirements

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28.OptionallychooseResourcestoview,add,orupdatetheresourcesassignedtoeachoperation.See:DefiningResourceRequirements.

29.OptionallychooseRelationshipstomanageworkorderschedulesandviewworkorderdetails.See:WorkOrderRelationships.

30.OptionallychooseAssetRoutetoviewtheassetrouteassociatedwiththeassetgroupforthecurrentworkorder.Youmightneedtoperformone
activityonmultipleassetnumbers.Toeliminatethepossibilityofcreatingmultipleworkordersforthesameactivity,youcandefineassetroutes.See:
DefiningAssetRoutes.

YoucanchooseAssetRouteifanAssetRouteisassociatedwiththecurrentAssetNumber.

31.OptionallychooseCoststoviewthecostsofworkordersfallinginthespecificaccountingperiods,specifiedintheAccountingInformationbyPeriod
region.AccountingPeriodsaredefinedwithinOracleGeneralLedger.See:DefiningPeriodTypes, OracleGeneralLedgerUser'sGuide andDefining
Calendars,OracleGeneralLedgerUser'sGuide .

a.Optionallyselectaworkorder,thenchooseValueSummarytoviewasummaryoftheactual,estimated,andvariancecostsforlaborhours,
equipmenthours,andmaterialagainstthecurrentworkorder.

ActualCosts:Thisistheaccumulationofallcostsformaterialandresourcetransactionsfortheassociatedmaintenanceworkordersbased
onaspecifiedperiod.

Estimates:ABOM(materialpartslist)androuting(resources)canassociatewithaworkorder.WhenyouselecttheEstimatestab,the
estimatedcostsofallmaterialandresourcesassociatedwithaworkorderappear,enablingyoutobudgetcosts.DirectItemsthatare
includedinthematerialrequirementsareconsidered.

Variances:Thedifferencebetweentheactualcostsrecordedandestimatedcosts.
Material:Allmaterialandmaterialoverheadtransactioncosts.
Labor:Allemployeeresourceandresourceoverheadtransactioncosts.
Equipment:Allmaterialresourceandresourceoverheadtransactioncosts.
b.OptionallychooseDetailstoviewactual,estimated,andvariancecostsforlaborhours,equipmenthours,andmaterialforspecificoperationsof
thecurrentworkorder.

32.Saveyourwork.

Toviewthepurchasingrequisitioncreated

1.NavigatetotheFindRequisitionswindow(Purchasing>Requisitions>RequisitionSummary).

2.SelectthemaintenanceWorkOrdernumberfromtheReferenceNumlistofvalues.

3.ChooseFind.Themaintenanceworkorderappears.TheSourcereadsEAM.

RequisitionHeadersSummary

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AdditionalInformation:Youcanalsocreaterequisitionsautomaticallyusingthewebbaseduserinterface,See:WorkOrders.

ManuallyEnteringRequisitionsforDirectItems
YoucanmanuallycreaterequisitionsforDirectItemswithiniProcurementorPurchasing.IfyouhaveOracleiProcurementinstalled,youcanaccesssupplier
catalogitemsdirectlyfromaneAMWorkOrder.IfyoucreatearequisitionwithiniProcurement,theWorkOrderandoperationinformationgeneratesasyou
proceedtocheckout.YoucanaccessalinktoDirectItemsusingtheMaintenanceWorkbench(See:UsingtheMaintenanceWorkbench),orwithintheWork
Orderwindow.YoucanprocureNonStockandDescriptionbasedDirectItems,withoutaccessingiProcurement,aswell.Youcanalsocreaterequisitionsusing
thewebbaseduserinterface.See:WorkOrders.

Important:Youcannotautomaticallycreateonerequisitionformultipledirectitemsonaworkorder.Ifaworkorderincludesmultipledirectitems,youmust
manuallycreatetherequisition.

ToenterrequisitionsfordirectitemsusingOracleiProcurement

1.NavigatetotheWorkOrderswindow.

2.SelectaWorkOrdernumber(See:eAMWorkOrderStatuses).

3.ChooseMaterialstovieworupdatethematerialrequirementsforthispurchaseorder(See:DefiningMaterialRequirements).Afterpurchaseordersor
requisitionsrelatedtoDirectItemsarecreatedforthisWorkOrder,theyarereferencedintheDirectItemsregion.

Note:Purchaseordersandrequisitionsarenotreferencedwithintheformsapplication.YoucanreferencethemusingtheMaintenanceSuperUser
responsibility.See:WorkOrders.

MaterialRequirements

4.ChooseDirectItemtopurchaseitemsdirectlyfromsupplierandnonsuppliercatalogs,usingOracleiProcurement,orenterthedirectitemstopurchase
withintheCreateDirectItemsregion(See:DefiningDirectItemMaterialRequirements).

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AllprocuredNonStock,Service,and/orDescriptionbasedrequisitionnumbersappearintheMyRequisitionsregion.

5.Buynecessaryitemsandcheckout.TheseitemsareautomaticallyassociatedwithyourWorkOrder.

6.Saveyourwork.

TomanuallyenterrequisitionsfordirectitemsviaOraclePurchasing

InadditiontoprocuringDirectItemsdirectlyfromaWorkOrder(See:DefiningDirectItemMaterialRequirements),youcanaccessDirectItemprocurement
functionalityusingPurchasing.ThisfunctionalityisavailableifyouhaveEnterpriseAssetManagementinstalled.

YoucanenterarequisitionwithinboththeformsapplicationandMaintenanceUser.Whenenteringarequisitionwithintheformsapplication,thisisperformed
directlywithintheRequisitionswindow,andnotfromtheeAMWorkOrder,asinMaintenanceUser.See:WorkOrders

1.NavigatetotheRequisitionswindow(Purchasing>Requisitions>Requisitions).

Requisitions

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2.OptionallyenterarequisitionDescription.

3.SelecttheLinestab.

4.SelectGoodsorServicesfromtheitemTypelistofvalues.

5.OptionallyselectanItemtopurchase.ItemsthataredefinedinInventory,withtheStockablecheckboxcleared,areavailableforselection.See:
InventoryAttributeGroup, OracleInventoryUser'sGuide
6.SelectthepurchasingCategoryoftheitemyouwanttopurchase.See:DefiningCategories, OracleInventoryUser'sGuide
.Youcanspecifylaboror
equipment,aswellasmaterialaccounts,tochargeonaWorkOrderbyassigningthecategorytotherequisitionline.Thisenablesyoutobypassthe
outsideprocessingsetupiftheoutsideresourceserviceisaonetimesituation.Thepurchaseordercanincludeseveralcostelements.

7.Entertheitem'sDescription.Thisdescriptionshouldbemeaningfulbecauseitisusedtoprocuretheitem.Ifthisitemisnotinventoried,thisishowan
internalpersonunderstandswhatitemyouareattemptingtoprocure.

8.SelectaUOM.Theunitofmeasurequalifiesthequantityyouenteronthepurchaseorderline.Whenyouchoosealinetype,itsdefaultunitofmeasure
populatesthisfield.Ifyouchooseanitem,itsdefaultunitofmeasureoverwritesthelinetypedefault.YoucanchangetheUOMuntiltheitemis
received,billed,orencumbered.

9.EnteraQuantitytopurchase.

10.SelectaNeedBydate.

11.SelectShopFloorfromtheDestinationTypelistofvalues,foralldirectitemandnonstockitem,eAMrelatedrequisitions.Youcanselectadestination
typeofShopFloorforallpurchasableitemsthatarenotselectedasStockableintheItemMaster(See:DefiningItems, OracleInventoryUser'sGuide ).

WhenyouselectadestinationtypeofShopFloor,eAMrecognizesthisasarequirementtodeliverthedirectitemtothemaintenanceWorkOrder.

12.TheDestinationOrganizationlistofvaluesdisplaysthoseorganizationswheretheitemisnonstockable,iftheDestinationTypeisShopFloor.

Note:Forinformationonallremainingfieldsonthiswindow,See:EnteringRequisitionLines, OraclePurchasingUser'sGuide.
13.ChooseOutsideServices.YoucanaccessthiswindowfromtheRequisition,PurchaseOrder,andReleasewindows.ThisisenablediftheDestination
TypepreviouslyspecifiedisShopFloor.

OutsideServices

14.SelectaWorkOrderfromtheJoblistofvalues.ReleasedmaintenanceWorkOrdersareavailable.AfteryouselectaWorkOrder,anyeAMprojectand
taskinformationassociatedwiththeWorkOrderiscopiedtothecorrespondingProjectandTaskfields,withintheProjecttabintherequisitionsor
purchaseorderDistributionswindow.

15.SelectanOperationSequence.ThepurchasedmaterialisassociatedwiththisoperationonthecurrentWorkOrder.Purchasingdisplaystheoperation
CodeandtheDepartment.

16.ChooseDone.

Note:ForinformationonallremainingfieldsontheOutsideProcessingwindow,See:EnteringOutsideProcessingInformation, OraclePurchasingUser's
Guide
.

17.Saveyourwork.

18.Therequisitionneedsapproval(See:CreatingProcessDefinitionsinOracleWorkflowBuilder, OracleWorkflowGuide).Aftertherequisitionisapproved,
itappearsontheeAMWorkOrderandisviewedinPurchasing.

RelatedTopics

EnteringRequisitionHeaders, OraclePurchasingUser'sGuide
EnteringRequisitionLines,OraclePurchasingUser'sGuide

EnteringRequisitionDistributions,OraclePurchasingUser'sGuide

CreatingPurchaseOrdersfromRequisitions
Afterarequisitioniscreatedandapproved,youcanexecuteanAutoCreateprocesstocreatepurchaseorders.

Tocreatepurchaseorders

1.NavigatetotheFindRequisitionLineswindow(Purchasing>AutoCreate).

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FindRequisitionLines

2.EntertheRequisitionnumber.Thisrequisitioniscreatedintoapurchaseorder.

3.ChooseFind.

4.ChooseAutomatic.

NewDocument

5.SelectaSupplier.

6.ChooseCreate,andthenmakeanoteofthepurchaseordernumbercreated.

7.VerifythattheitemisofTypeGoods.

8.ChooseShipments.

9.ChooseReceivingControls.

10.SelectaReceiptRouting.Thisisthereceiptroutingtowhichyouareassigningtheprocureditems:DirectDelivery,StandardReceipt,orInspection
OraclePurchasingUser'sGuide
Required.See:ReceivingControls,Options,andProfiles, .

11.ChooseOK.

12.FromtheShipmentswindow,chooseDistributions.VerifythatthedestinationTypefieldispopulatedwithShopFloor,andtheSubinventoryisblank.

13.ChooseOutsideServices.VerifytheJobandOperationSequence.

Note:ForinformationonallremainingfieldswithintheOutsideProcessingwindow,See:EnteringOutsideProcessingInformation,See:EnteringOutside
ProcessingInformation, OraclePurchasingUser'sGuide .

14.ChooseDone.

15.Saveyourwork.

16.ChooseApprove.

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17.WithintheApproveDocumentwindow,chooseOK.Afterthepurchaseorderisapproved,thepurchaseorderisreceivedwithinPurchasing.

RelatedTopics

EnteringPurchaseOrderDistributions, OraclePurchasingUser'sGuide
ManuallyEnteringPurchaseOrdersforDirectItems
YoucancreatepurchaseordersfordirectitemswithinPurchasing.

Youmustmanuallycreaterequisitionsorpurchaseordersforworkordersthatrequiremultipledirectitems.

ToenterpurchaseordersfordirectitemsviaOraclePurchasing

1.NavigatetothePurchaseOrderswindow.

PurchaseOrders

2.Ifyoudidnotchooseautomaticpurchaseordergenerationinthepurchasingoptions(Numberingtab),enterauniquePO(purchaseorder)number.
Otherwise,thenumbergenerateswhenyousaveyourwork.See:DefiningPurchasingOptions, OraclePurchasingUser'sGuide
.TheRev(revision)
appearstotherightofthenumber.

3.SelectStandardPurchaseOrderfromtheTypelistofvalues.YoucanmodifythedocumenttypenamesintheDocumentTypeswindow(See:Defining
DocumentTypes, OraclePurchasingUser'sGuide).

4.OptionallyselectaSupplier.Asuppliermustbeprovidedforapproval.

5.SelectthesupplierSite.Asitemustbeprovidedforapproval.Afterthepurchaseorderisapproved,youcanchangethesuppliersiteifthePO:Change
OraclePurchasingUser'sGuide
SupplierSiteprofileoptionissettoYes(See:PurchasingProfileOptions, ).

6.OptionallyselectaContact.Thisisthenameofthecontactatthesuppliersite.

7.OptionallyentertheShipToandBillTolocationsforthepurchaseorder.Ifyouenteredasuppliersite,thelocationvaluesyouassignedtothesupplier
OraclePurchasingUser'sGuide
orsuppliersitedefaultintothesefields.See:PurchaseOrderDefaultingRules,

8.IftheEnforceBuyerNameoptioninthePurchasingOptionsissettoyes,yournameappearsastheBuyer.Otherwise,youcanenterthenameofany
buyer.See:DefiningControlOptions, OraclePurchasingUser'sGuide
9.EnteraDescriptionforthepurchaseorder.Thisdescriptiondoesnotprintonthepurchaseorder,andisforinternaluse.Ifyouwanttoaddunlimited
notes,usetheattachmentsfeature(See:AttachingNotestoPurchasingDocuments, OraclePurchasingUser'sGuide
10.SelecttheLinestab.Fornewpurchaseorderlines,PurchasingdisplaysthenextsequentiallineNum(number)available.Youcanacceptthisnumberor
enteranylinenumberthatdoesnotalreadyexist.Thisnumberisusedforalltabsinthiswindow.

11.SelecttheaGoodsorServiceslineType.Purchasingautomaticallycopiesthecorrespondingdefaults,basedontheselectedlinetype.See:DefiningLine
Types,OraclePurchasingUser'sGuide .

12.OptionallyselectanItemtopurchase.ItemsthataredefinedinInventory,withtheStockablecheckboxcleared,areavailable.See:InventoryAttribute
Group,OracleInventoryUser'sGuide .

13.SelectthepurchasingCategoryoftheitemyouwanttopurchase.See:DefiningCategories, OracleInventoryUser'sGuide.
14.EntertheDescriptionoftheitem.Thisdescriptionshouldbemeaningful,becauseitisusedtoprocuretheitem.Ifthisitemisnotinventoried,thishow
aninternalpersonunderstandswhatitemyouareattemptingtoprocure.

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15.EntertheQuantityyouarepurchasing.

16.SelectaUOM.Theunitofmeasurequalifiesthequantityyouenteronthepurchaseorderline.Whenyouchoosealinetype,itsdefaultunitofmeasure
populatesthisfield.Ifyoupreviouslychoseanitem,itsdefaultunitofmeasureoverwritesthelinetypedefault.YoucanchangetheUOMuntiltheitem
isreceived,billed,orencumbered.

17.EntertheunitPricefortheitem.

18.ChooseShipmentstoentermultipleshipmentsforstandardandplannedpurchaseorderlines,andtoeditshipmentsPurchasingautomaticallycreated
foryou(See:EnteringPurchaseOrderShipments, OraclePurchasingUser'sGuide
).

a.SelecttheMoretab.

ShipmentsWindow

b.SelecttheAccrueatReceiptcheckboxtoindicatethattheitemsonthispurchaseorderlineaccrueatreceipt.

19.ChooseDistributionstoenterdistributioninformationforpurchaseordershipments,ortoviewdistributionsthatPurchasingautomaticallycreatedfor
you.Youcanentermultipledistributionspershipmentline,andenterinformationregardingpaperrequisitions(See:EnteringPurchaseOrder
Distributions, OracleProcurementUser'sGuide).

20.ChooseOutsideServicestoassociatethispurchaseorderwithamaintenanceWorkOrder.

21.SelectamaintenanceWorkOrderfromtheJoblistofvalues.AfteraWorkOrderisselected,anyeAMprojectandtaskinformationassociatedwiththe
WorkOrdercopiestothecorrespondingProjectandTaskfieldswithintheProjecttabintherequisitionsorpurchaseorderDistributionswindow.

22.SelectanOperationSequence.ThepurchasedmaterialisassociatedwiththisoperationonthecurrentWorkOrder.Purchasingdisplaystheoperation
CodeandtheDepartment.

23.ChooseDone.

24.Saveyourwork.

25.Thepurchaseorderneedstobeapproved(See:CreatingProcessDefinitionsinOracleWorkflowBuilder, OracleWorkflowGuide).Afterthepurchase
orderisapproved,itwillappearontheeAMWorkOrder,andisviewedinPurchasing.

RelatedTopics

EnteringPurchaseOrderHeaders, OraclePurchasingUser'sGuide
EnteringOutsideProcessingInformation,OraclePurchasingUser'sGuide

EnteringPurchaseOrderLines,OraclePurchasingUser'sGuide

eAMDirectProcurementAccounting
YoucanchargeDirectItems(NonStockandDescriptionbased)toaselectedappropriatePurchasingCostElementsbyselectingaPurchasingOrderCategory.
Tobypasstheoutsideprocessingsetupbecausetheoutsideresourceserviceisaonetimeevent(See:SettingUpOutsideServiceProcessing),youcan
chargelabor,equipment,andmaterialaccountstoaWorkOrderbyassigningacategorytotherequisitionline(See:SettingUpPurchaseOrderCategory
AssociationsforDirectItems).

ForallrequisitionorpurchaseorderdistributionlineswithadestinationtypeofShopFloor(notrelatedtooutsideprocessing),theamount(quantity*
purchaseprice*exchangerate)chargestotheeAMWorkOrderMaterialaccount.

Thereceivingprocesscreatesthefollowingaccountingentries:

ReceivingProcessEntries
Account Debit Credit

ReceivingInspection XXX

AccountsPayableAccrual XXX

Thematerialdeliveryprocesscreatesthefollowingentries:

https://docs.oracle.com/cd/E18727_01/doc.121/e13670/T259967T259976.htm 10/11
7/5/2017 OracleEnterpriseAssetManagementUser'sGuide
Account Debit Credit

WorkOrderMaterial XXX
ReceivingInspection XXX

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