Oracle R12 Purchase Order Basic Information

Assumptions
· Replace XX with your terminal number or initials.
· You must have access to an Oracle Application Vision database or comparable training or test instance at your site on which to complete this practice.
· Logon to the system using the XXUSER you created earlier.

Tasks
Create a Supplier
In the Suppliers page create the standard manufacturing supplier commonly acceptable defaults.

Create a Pay Site
Create a site for XXIBM Corporation at 1 Main St., San Francisco, CA, 94105. This is a pay site with a phone number of 415.555.1234 and an email address of sanfrancisco@xxibm.com
Contact for this site is John Doe whose email address is johndoe@xxibm.com and phone extension is 1234.

Create a Purchasing Site
Create a site for XXIBM Corporation at 520 Madison Ave., New York, NY, 10022. This is a purchasing site with a phone number of 212.555.7703 and an email address of newyork@xxibm.com. Contact for this site is Jane Doe whose email address is janedoe@xxibm.com and phone extension is 234.
Solution - Create a Supplier With Two Sites

Create a Supplier
Responsibility = Purchasing, Vision Operations (USA)
1. Navigate to the Suppliers page.
(N) Supply Base > Suppliers

2. (B) Create Supplier.
- Supplier Type = Standard supplier
- Organization Name = XXIBM Corporation


3. (B) Apply.

4. (L) Organization.
- Type = Manufacturing
- Party Risk Profile = No Risk

5. (B) Save.

6. (L) Tax and Reporting.
- Allow Tax Applicability = Checked


7. (B) Save.

8. (L) Purchasing.
- Create Debit Memo from RTS Transaction = Checked
Note: Enable the Create Debit Memo From RTS Transaction option if you want the system
to automatically create a Debit Memo in Payables when you enter a Return to Supplier
(RTS) in Purchasing. The value for supplier site defaults from the Purchasing Options
window.
9. (B) Save.
10. (L) Receiving.
- Receipt Routing = Requires: Standard Receipt
- Allow Substitute Receipts = Checked
- Match Approval Level = 3-Way
11. (B) Save.
12. (L) Invoice Management.
- Invoice Match Option = Purchase Order
- Terms = Immediate
- Pay Group = Standard Supplier Paygroup
- Always Take Discount = Checked
13. (B) Save.
Create a Pay Site
14. (L) Address Book.
15. (B) Create.
16. Enter the supplier site address information as follows:
- Country = United States
- Address Line 1 = 1 Main St.
- City = San Francisco
- County = San Francisco
- State = CA
- Postal Code = 94105
- Address Name = San Francisco
- Addressee = San Francisco
- Phone Area Code = 415
- Phone Number = 555-1234
- Email Address = sanfrancisco@xxibm.com
- Address Purpose, Payment = Checked
Note: This address should be complete as this is the address that will appear on any checks
cut to this site!
17. (B) Continue.
18. Enable the Vision Operations operating unit for this site by checking the box next to the Site
name SAN FRANCISCO.
19. (B) Apply. This creates the basic supplier site.
20. To update the supplier site attributes, click (I) Manage Sites.
21. (T) Uses.
- Pay = Checked
- Primary Pay = Checked
22. (T) Communication.
- Supplier Notification Method = Print
23. (B) Apply.
Create a Purchasing Site
24. (L) Address Book
25. (B) Create.
26. Enter the supplier site address information as follows:
- Country = United States
- Address Line 1 = 520 Madison Ave.
- City = New York
- County = New York
- State = NY
- Postal Code = 10022
- Address Name = New York
- Addressee = New York
- Phone Area Code = 212
- Phone Number = 555-7703
- Email Address = newyork@xxibm.com
- Address Purpose, Purchasing option = Checked
Note: This address should be complete as this is the address that will appear on any checks
cut to this site!
27. (B) Continue.
28. Select the Vision Operations Operating Unit.
29. (B) Apply. This creates the basic supplier site.
30. To update the supplier site attributes, click (I) Manage Sites.
31. (T) Communication.
- Supplier Notification Method = Print
Note: When you enter and approve purchase orders for this supplier, the Supplier
Notification Method will default. We’ve chosen printed document here. However, if we
chose e-Mail and specified an e-mail address, that information would default during
purchase order approval so we could send the purchase order using the supplier’s preferred
method. Valid options are e-Mail, Fax and Printed Document.
32. (B) Apply.
Create a Contact for the Pay Site
33. (L) Contact Directory.
34. (B) Create.
- First Name = John
- Last Name = Doe
- Email Address = johndoe@xxibm.com
- Phone Area Code = 415
- Phone Number = 555-1234
- Phone Extension = 1234
- Create User Account for this Contact = Checked
- iSupplier Portal Full Access = Checked
35. (B) Add Another Row.
36. Select San Francisco.
37. (B) Apply.
Create a Contact for the Purchasing Site
38. (L) Contact Directory.
39. (B) Create.
- First Name = Jane
- Last Name = Doe
- Email Address = janedoe@xxibm.com
- Phone Area Code = 212
- Phone Number = 555-7703
- Phone Extension = 1234
- Create User Account for this Contact = Checked
- iSupplier Portal Full Access = Checked
40. (B) Add Another Row.
41. Select New York.
42. (B) Apply.