Oracle Purchasing – Defining Buyer

Oracle Purchasing – Defining Buyer

Buyer is the person who buy goods or services behalf of organization. Buyers can review all requisitions using the Requisitions window, and only buyers can enter and autocreate purchasing documents.

Prerequisites:

Define the Employee

Buyer Definition:

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India Local Purchasing Responsibility > Oracle Purchasing > Setup > Personnel > Buyers

Buyer: Query the Name of an employee, to be defines as a buyer.

Category: Enter the default purchasing Category of the goods the buyer typically orders. Purchasing defaults this value in the Category field when buyers are autocreating documents.

Ship-To: Enter the name of the ship-to location for which the buyer typically creates purchase orders. Purchasing defaults this value when the buyers are autocreating documents.

Begin Date: Enter the Date that the buyer responsibilities initiated for the employee.

End Date: Enter the End Date after which the employee is no longer a buyer.

Save the work, now the employee has been defined as buyer and can access / create the purchasing documents.

Oracle Purchasing – Setup Steps

Oracle Purchasing – Setup Steps

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 Flexfields	To set HR Employee & Inventory Item Flexfields	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 Flexfields	Define Purchasing category Flexfields, 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
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