Oracle R12 Apps - Purchasing Module Setup Steps

1. Oracle R12 Apps - Purchasing Module Setup Steps
Refer: http://learnoraclecsbscm.blogspot.com
Oracle Purchasing – Setups steps to be followed during the implementation.
Step# Setup Description Remarks
1
Setup System Administrator
Responsibility
For User Creations & Printer
Setups
Required
2 Define Key Flexifields
To set HR Employee & Inventory
Item Flexifields
Required
3
Define Calendars &
Currencies
To define period types,
accounting calendars, transaction
calendars, workday calendar,
currencies.
Required
4 Define Organizations
To create locations, legal entities,
Ledgers, Business Group,
Operating Units, Master org &
Inventory org.
Prerequisite setup for
Purchasing.
5
Define Unit of
Measurements
Define the units of measure for
supply of items.
Prerequisite setup for
Purchasing.
6 Define Items
Define the Items which are to be
purchased.
Prerequisite setup for
Purchasing.
7 Define Tax
Define the tax based on the
requirement
Required
8 Define Personnel Define employees, jobs, positions
Prerequisite setup for
Purchasing.
9 Define Approval Hierarchy
Define Position or Supervisor
hierarchy for purchasing
Required
10 Define Workflows
Define workflow to perform
document approvals, automatic
document creation
Prerequisite setup for
Purchasing.
11 Set Profile Options
Define profile options to specify
how purchasing to be controlled.
Required
12 Open Purchasing Periods
Open Purchasing periods for each
operating units
Required
13 Define Approval Information
Define Approval groups &
Approval Assignments
Required
14 Define Document Types
Define the Purchasing document
types
Required
15 Define Lookups Define the Purchasing Lookups Required
16 Define Attachments
Define the Purchasing
attachments
Optional
17 Define Purchasing Flexifields
Define Purchasing category
Flexifields, value sets & segments
Required
18 Define Purchasing Options
Define Purchasing options for
each operating units
Required
19 Define Buyers
Define Buyers for each operating
units
Required
20 Define Document Controls Define Line types Required

2. 21 Define Financial Options
Define Financial options for each
operating unit
Required
22 Defining Receiving Options
Define Receiving options for each
operating units
Required
23 Define Supplier
Define Suppliers with information
and assign to operating unit
Required
24
Choosing Document
Creation options
To choose the workflow for
Automatic document creation
Required
25
Define Set Up Transaction
Managers and Resubmission
Intervals.
Start the Transaction managers,
Receiving transaction manager &
Document approval manager
Required
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