Oracle Purchasing – Document Types:

Oracle Purchasing – Document Types:

Document Types:

Document Types window is used to define access, security and control specifications for all the Purchasing documents for the selected operating unit.

New document types cannot be entered but new document subtypes for RFQs & Quotations can be entered.

Oracle Purchasing provides the following document types:

S no	Document Types	Subtypes
1	Requisition (Req)	Internal
2		Purchase
3	Request For Quotation (RFQ)	Bid
4		Catalogue
5		Standard
6	Quotation	Bid
7		Catalogue
8		Standard
9	Purchase Order	Planned
10		Standard
11	Purchase Agreement	Blanket
12		Contract
13	Release	Blanket
14		Scheduled

Prerequisites: Purchasing Approval Hierarchy Setups

Navigation:

India Local Purchasing > Oracle Purchasing > Setup > Purchasing > Document Types

  

Select the Operating Unit at right corner of the window.

Click update button of any one of the document type.

Approval Block:

Owner Can Approve: 

Owner of the document is also an approver for the document. This field is not applicable when the Document Type is Quotation or RFQ.

Approver Can Modify: 

Enables the approver of the document to modify the document and then forward it to the next approver

Can Change Forward-To: 

Approver can change the next person to whom the document is forwarded

Approval Workflow: 

The Workflow Item Type that is used in this approval.

Workflow Start Process: 

The top process (first entry process) that is used in this approval.

Forward Method: 

The Forward Method field is not applicable when the Document Type is Quotation or RFQ. The following options apply regardless of whether you are using position hierarchies or the employee/supervisor relationship to determine your approval paths. Choose one of the following options:

Direct – The default approver is the first person in the preparer’s approval path that has sufficient approval authority.

Hierarchy – The default approver is the next person in the preparer’s approval path regardless of whether they have approval authority. (Each person in the approval path must take approval action until the person with sufficient approval authority is reached.)

Control Block:

Security Level: 

The following security levels are available:

Public – All system users can access the document

Private – Only the document owner and subsequent approvers can access the document

Purchasing – Only the document owner, subsequent approvers, and individuals defined as buyers can access the document

Hierarchy – Only the document owner, subsequent approvers, and individuals included in the security hierarchy can access the document

Access Level:

This LOV enables you to control which modification/control actions you can take on a particular document type once you gain access. Document owners always have Full access to their documents. The Access Level options include:

View Only – Accessing employees can only view this document

Modify – Accessing employees can view, modify, and freeze this document

Full – Accessing employees can view, modify, freeze, close, cancel, and final-close this document

Archive On: 

The Archive On field is applicable only when the Document Type is Purchase Agreement, Purchase Order or Release. Choose one of the following options:

Approve – The document is archived upon approval. This option is the default.

Transmission – The document is archived upon communication. A document transmission action would be printing, faxing, or e-mail.

Once defining the required setups in the document type click apply button and follow the same setups for other document types.

Reference – Oracle R12 - Purchasing User Guide