Transcript Oracle Purchasing 11i Enhancements

Oracle Purchasing 11i
Enhancements
-Jay Oliphant
-Satyakanth Abbaraju [Satya]
BOSS Corporation
Copyright © BOSS Corporation July 15
BOSS Corporation
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Oracle Applications Experts
Atlanta HQ, Dallas & Raleigh offices
Leader in Oracle HRMS
Fin Apps, Mfg, DBA’s (remote or on-site)
11i Upgrades & New Implementations
Published “Using Oracle Applications”
Frequent OAUG Speakers, Writers
Oracle Purchasing R11i
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11i Project at Ithaca College
• Public Sector HR / Payroll
• Public Sector Financials:
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General Ledger
Accounts Receivable
Accounts Payable
Purchasing
Public Sector Budgeting
• Self Service Applications
Oracle Purchasing R11i
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11i Purchasing
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New Features and Enhancements…
Global Features
Approved Supplier List Functionality
Workflow Enhancements
Other Enhancements
Customizations and Third Party Bolt-ons
Oracle Purchasing R11i
BOSS Corporation
Receipt-based Exchange Rate
• Captures and stores the exchange rate at the
time of receipt
• Uses this to calculate the exchange rate
variance and purchase price variance, at the
time of invoicing
Oracle Purchasing R11i
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Partially Recoverable Tax
• Account for taxes paid that are recoverable,
only partially recoverable, or not
recoverable
• You can compute and encumber partial and
non-recoverable taxes on requisitions and
purchase orders
Oracle Purchasing R11i
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Intrastat/Country of Origin
• Intrastat Movement Statistics Enhancements
for the EU
• Track Country of Origin by entering
information in Approved Supplier List or
Supplier Site window, on standard, planned
purchase orders and releases, and receipts
• New Reports:
– Country of Origin Report (by Item)
– Country of Origin Report (by Supplier)
Oracle Purchasing R11i
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MRC Enhancements
• MRC Transactions Upgrade Utilities
• View Receiving Accounting window
• MRC Setup -Purchasing Transactions
Upgrade (new program)
Oracle Purchasing R11i
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Multi-lingual Reports
• Purchasing reports that can be set up for
printing in another language
– Printed Purchase Order Report (Portrait and
Landscape)
– Printed RFQ Report (Portrait and Landscape)
– Printed Change Orders Report (Portrait and
Landscape)
Oracle Purchasing R11i
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Approved Supplier List
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Enhancements in “Planning Constraints”
Allocate planned orders w/cap. constraints
Flexible tolerance fences
Ordering restrictions for specific suppliers
Lead times for suppliers; Delivery calendars
Disabling of Approved Supplier List entries
Allocation of demand based on historical
allocations
• Enhanced Setup Documentation
Oracle Purchasing R11i
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Automatic Sourcing
• More Automatic Sourcing Options...
• Automatic defaulting of source document
information
• Commodity level control of supplier
statuses
• Commodity level control for one-time and
inventory items
Oracle Purchasing R11i
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Price/Sales Catalog Updates
• Updates blanket purchase agreements and
quotations
• Imports updates to existing documents
• Price tolerance feature flags items
• Add or expire individual lines to documents
Oracle Purchasing R11i
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Other Enhancements
• Customer returns against Sales Orders is
now done in Purchasing
• Expiration Date for specific items on
Blanket Orders
• Material Shortage Alerts on receiving
• MRP Integration Enhancements
• Model/Unit Effectivity
• RightFAX support
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Optio Solutions
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Document and Message Distribution
Distributed Output Management: DCS, Fax
e.ComPresent
e.ComEngine
Oracle Purchasing R11i
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Match Invoice-to-Receipt
• You can now match an invoice to one or
more receipt transactions
Oracle Purchasing R11i
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Payment on Receipt
• New aging period profile option (PO: ERS
aging period, default = 0)
• Aging Period field in the Payment on
Receipt AutoInvoice process
• New field in the Terms and Conditions of a
Purchase Order / Blanket Order
• Profile option PO: ERS Invoice Number
Prefix
Oracle Purchasing R11i
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Copy Documents
• Examples:
– Copy to repeat a purchase order
– Copy a blanket order to renew
– Copy a previous agreement and change the
effective dates
Oracle Purchasing R11i
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General Ledger Drill Down
• View Receiving Accounting from Receipt
Transaction Summary window
• Purchasing Receiving Accounting window
Oracle Purchasing R11i
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New Programs
• Purge Purchasing Open Interface Processed
Data
• MRC Setup -Purchasing Transactions
Upgrade
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New Lookups / Codes
• View Accounting (new): RCV Transaction
• Vendor Type: Public Sector Companies
(new value)
• Shipment Source Type: Customer (new
value)
• Shipment Source Document Type: RMA
(new value)
• RCV Transaction Type: Return to Customer
(new value)
Oracle Purchasing R11i
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Workflow Enhancements
• Easier to install, set up
• New Workflows:
– PO Catalog Price Tolerance Exceeded
Notifications
– Procurement Processes
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Workflow Enhancements…2
• Improvements to existing workflows:
– PO Account Generator and PO Requisition
Account Generator
– Redundant workflows deleted from database
– PO Create Documents
– PO Requisition Approval
– PO Approval
– PO Confirm Receipts workflow
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At Ithaca College
• Workflow customizations
• STAPLES integration
• Q-Track integration
Oracle Purchasing R11i
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War Stories…
• Typical Oracle Apps bugs
• Improved but inadequate support with ITAR
• Performance Issues (Cost Based Optimizer:
Note:35934.1 on Metalink)
• Improved interface
Oracle Purchasing R11i
BOSS Corporation
Questions & Answers
BOSS Corporation
Atlanta HQ: 770-622-5500
Jay Oliphant
<[email protected]>
Satya <[email protected]>
Oracle Purchasing R11i
BOSS Corporation