Call : (+91) 968636 4243
Mail : info@EncartaLabs.com
EncartaLabs

Oracle Purchasing

( Duration: 2 Days )

This Oracle Purchasing training course provides skills to process requisitions, orders and receipts, understand the approvals process, make enquiries and run reports in both Purchasing and iProcurement and in addition provide an overview of the key elements of set-up and how they affect the system's operation.

By attending Oracle Purchasing workshop, delegates will learn to:

  • Use Oracle Purchasing and iProcurement to manage the procurement process
  • Manage suppliers, locations and items; how to create quotations, requisitions, purchase orders and how to receive items
  • Use inquiries to monitor the current status of purchase transactions that have been sent for approval.

  • Working knowledge of the Procurement Process within your own organisation. Knowledge of Oracle Navigation would be advantageous.

The Oracle Purchasing class is ideal for:

  • Users in Procurement, Facilities and Finance departments and they may include line managers who have budgetary responsibility or departmental purchasing officers.

COURSE AGENDA

1

Course Introduction

2

Overview Of Oracle Purchasing

  • Overview of Oracle Purchasing
  • Matching Options
  • Integration with Oracle Payables
3

Supplier Management

  • Supplier Overview
  • Supplier Relationships
  • Contracts
  • Solicitations
  • Supplier Sites
  • Supplier Account Balances
  • Inquire on a Supplier
  • Add a Supplier
  • Amend an Existing Supplier
  • Merge Supplier/Supplier Sites
  • Add an Attachment to a Supplier Record
  • Create an Approved Suppliers List
4

Item Attributes And Set Up

  • Define Master Items
  • Assign a Master Item to an Organization
  • Update Parameters Specific to an Organization
  • Copy Item Attributes From a Template
  • Create a Template
  • Set Attribute Controls
5

RFQ And Quotations

  • Add or Amend an Existing Supplier List
  • Create a New Supplier List
  • Create a New RFQ
  • Select the Suppliers who will receive the RFQ
  • Print the RFQ
  • Create an RFQ from a requisition
  • Enter a Quotation
6

Approved Suppliers And Sourcing Rules

  • Create Source Documents
  • Set Up Sourcing Rules
  • Assign the Sourcing Rules to an Item
  • Test the Sourcing Set Up
  • Create an Approved Supplier List
  • Test Autosourcing Set Up
7

Purchase Requisitioning Processing

  • Overview of Requisitioning
  • The Requisition Form
  • Overview of Approvals
  • Create a Requisition
  • Create a Requisition Using Preferences
  • Create a Foreign Currency Goods Requisition
  • Create a Foreign Currency Services Requisition
  • Add an Attachment to a Requisition
  • Review a Requisition
  • Approve / Reject a Requisition
  • View Action / Approval History
  • Cancel a Requisition
  • Requisition Templates
  • Supplier Item Catalog
8

Purchase Order Processing

  • Create a Standard Goods Purchase Order
  • Create a Standard Purchase Order Using Preferences
  • Create a Blanket Purchase Agreement
  • Create a Blanket Release
  • AutoCreate a Standard Goods Purchase Order
  • Add an Attachment to a Purchase Order
  • Approve/Reject a Purchase Order
  • Review a Purchase Order
  • Amend a Purchase Order
  • Copy a Purchase Order
  • Close / Cancel a Purchase Order
  • Freeze a Purchase Order
  • Other Control Actions
  • Print a Purchase Order
  • Purchase Orders and Projects
  • Workflow Document Creation
9

Purchase Order Receipt Processing

  • Overview of the Receiving Process
  • Exceptions
  • Receipt Routing
  • Receipt Processing Methods
  • Payment on Receipt
  • Correct a Receipt
  • Return Goods to a Supplier
  • Find and Review Receipts
  • Receiving Tolerances
10

Integration With Other Modules

  • Integration with Payables
  • Integration with Inventory
11

Enterprise Structure Overview

  • Organizations
  • Defining Locations
  • Units of Measure
  • Item Categories
12

Raising Iprocurement Requisitions

  • Shopping by Store
  • Shopping to Category
  • Checkout Process
13

Receipting A PO In iPROCUREMENT

  • Express Receive
  • Standard Receipting
  • Returning Ordered Items
  • Receipt Corrections
  • View Receipts
14

Non-Catalog Requests

  • Requisition Information
  • Review Approver List
  • Review and Submit
15

Purchasing Set Up Overview

  • Purchasing Profile Options
  • Purchase Order Matching and Tax Tolerances
  • Purchasing Document Security,Routing and Approval
  • Approval Assignments and Approval Groups
  • Purchasing Options
  • Receiving Options
16

Purchasing Accounting

  • Accruals
  • Encumbrance Accounting
  • Generate Uninvoiced Receipt Accruals
  • Close a Purchasing Period

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

Top
Notice
X