How to create Blanket Purchase Order in Oracle 如何在Oracle系统里创建采购订单.docx

1、How to create Blanket Purchase Order in Oracle 如何在Oracle系统里创建采购订单Document Owner: Manager, Purchasing Systems & Processesii Creating a Blanket Purchase OrderPurposeThis document provides step by step instructions on how to create a Blanket Purchase Agreement and includes information about the type of

2、 attachments that should be included in order to be compliant with purchasing procedures.PrerequisitesAnyone issuing Purchase Orders must be setup as a buyer and must be in the Purchasing hierarchy.Access in the SystemNA: Purchasing User - XXXPurchase Orders Purchase OrdersEU: Purchasing XXXPurchase

3、 Orders Purchase OrdersIntroductionBlanket Purchase Agreements (BPA) are issued for repetitive purchases when the goods or services being purchased are known along with the pricing, but the quantity and delivery schedule is unknown. Blanket Releases are associated with BPAs, and include shipment and

4、 distribution information.As a practice at ArvinMeritor, BPAs issued for production purposes are managed by buyers in central purchasing, and releases are managed by material planners.A Blanket PO has two sections to it Headers and Lines, each of which has mandatory fields that must be filled out pr

5、ior to the PO being submitted for approval. Each of these sections will be further explained below.Attachments may need to be added to the PO, as per purchasing policy. The attachments provide additional information to the supplier and support Purchasings case file documentation procedure. Attachmen

6、ts can be in the form of Short text, which prints on the face plate of the PO, Long text, which prints as a separate document, or files added to the PO from your computer.This document has been created with the assumption that basic Oracle navigation is understood. i.1 Creating a Blanket Purchase Ag

7、reementNavigate to the Purchase Order form: Purchase Orders Purchase Orders. When the PO form opens, your cursor will be in the Type field on the PO. 1. Enter header information:NOTE: Default values will be displayed in the header, such asType, Created (creation date and time), Currency Buyer and St

8、atus. If these default values are grayed out, they cannot be changed within the field.a. Change type to Blanket Purchase Agreement.b. Your cursor will be in the Supplier field. Enter the supplier name. NOTE: The Supplier name must have been previously loaded into the system. If the supplier name can

9、not be found, follow Purchasings Supplier Add/Update process to have the Supplier added.c. After entering the supplier name, the Supplier Site must be entered. If only one purchase site is associated with the supplier, the site name will be defaulted into this field. Otherwise, enter the Site name.

10、Your cursor will be moved to the Contact field.d. Entering contact information is optional. Contact information can only be added to the PO, if it was previously entered on the supplier site record. Click on the LOV to add contact information, as necessary.e. Enter the Ship-to Location. Business Pra

11、ctice: If a Blanket PO is being issued from a corporate location and will be used by multiple organizations, then the Ship-to location should represent the corporate location. Otherwise, enter the location where the goods or services will be delivered or performed. A Blanket PO can be issued from a

12、corporate location, but only used by a single organization. If that is the case, then enter the name of that location in the ship-to field. In Europe, each location is its own operating unit; therefore, a corporate office will never be entered in this field.f. Enter the Bill-to Location. Business Pr

13、actice: The Bill-to location should represent the location where invoices will be sent. If Invoices can be paid from multiple sites, use the face plate attachment to more be more definitive as to the adresses where invoices should be sent.g. Currency The currency will default into the PO header base

14、d on setups on the Supplier Site record. If the currency should be changed, do the following: i. Click on the Currency button on the bottom of the form. The Currency window opens.ii. Change the currency.iii. Enter the appropriate Rate Type. In NA, chosoe Spot, in EU choose Corporate.iv. The Rate Dat

15、e defaults based on system (todays) date, and upon choosing the rate type, the Rate will be defined.v. Click Done. The Currency window will close and the new currency will be displayed in the header.h. Your cursor will be in the Buyer field where your buyer name will default. Change as necessary.i.

16、Enter the value of the PO in the Amt Agreed field. Business Practice: Per purchasing procedure GP.P 7.4.08, A value must be entered in this field whenever a Blanket PO is first created, or when the PO is updated and the value of the PO changes. The value entered here is the DOA amount and will deter

17、mine at what level the PO must be approved.j. Tab to the Description field and enter appropriate information. Business Practice: Though this field is not mandatory as per Oracle funcitonality, it is required according to purchasing policy. The description should include the name of the Supplier, as

18、well as brief information as to the purpose of the PO. Ex: TEST SUPPLIER PO ISSUED FOR TRAINING DOCUMENTATION PURPOSES.k. After entering description information, tab out of this field until the PO Headers flexfield opens. Additional fields of information must be entered here:NA:i. FDS Codes Though n

19、ot mandatory, FDS values must be entered here if the PO is going to be used for Florence or Plainfield. The FDS Codes for Florence and Plainfield are 252 and 256 respectively. Separate the values by a comma if both values are entered.ii. Choose the Business Unit from the LOV. (Required) The value en

20、tered here will determine what Federal Tax I.D. prints on the PO.iii. Choose the Purchase Type from the LOV. (Required)iv. Business Process This allows purchasing to track those POs that are issued as they related to specific business cycles or processes. Click on the LOV to determine if any of the

21、values apply to the PO, such as single-sourced, or customer directed.NOTE: For customer directed purchases, additional information will be entered at the PO line (see line level information below).EU: i. PO Type Not a mandatory field and no data entry is required.ii. Choose the appropriate Business

22、Unit from the LOV. (Required) XXXXXXXNOTE: When a PO is issued by an Amsterdam buyer, on behalf of a manufacturing location, then the entered Business Unit should be Amsterdam B.V.iii. Choose the appropriate Purchase Type from the LOV. (Required)v. Business Process This allows purchasing to track th

23、ose POs that are issued as they related to specific business cycles or processes. Click on the LOV to determine if any of the values apply to the PO, such as single-sourced, or customer directed.NOTE: For customer directed purchases, additional information will be entered at the PO line (see line le

24、vel information below).iv. Click Ok. The Flexfield form will close and your cursor will be moved to the lines section of the PO.2. Enter or validate information in the Lines section of the PO.The Lines section of the PO allows you to enter a detailed description of the goods or services being purcha

25、sed, along with the agreed upon pricing.Your cursor will be in the Num (line number) field.a. Tab to the Type field. Click on the LOV at the end of the field and use the following information as a guidline to determine the correct line type:NA:Line TypeUseGOODS (Default Value)Production goods, used

26、when entering an item number in the item field, this is the default value.CAPITALUsed when purchasing capital goods or services, but NOT ToolingINDIRECT GOODSUsed when purchasing indirect goods or services.OUTSIDE PROCESSINGUsed when an outside processing item is being purchased; This line type shou

27、ld only be used on Blanket POs in connection to an actual item number.SERVICESUsed when purchasing services with a fixed priceTOOLSUsed when buying supplier tooling.EU:Line TypeUseGoods (Default Value)Production goods, used when entering an item number in the item field.CapitalUsed when purchasing c

28、apital goods or services.Goods IndirectUsed when purchasing indirect goods or services.Outside ProcessingUsed when an outside processing item is being purchased; This line type should only be used on Blanket POs in connection with an actual item number.ServicesUsed when purchasing services, where a

29、fixed price has been identified.Services SPRUsed in St Priest for service based purchases.UtilitiesGas, Water, electric and Rents Busines Practice Item field: After choosing line type, your cursor will be moved to the item field. The item field is used when the purchased goods or services are associ

30、ated with an item, and the item has been previously entered in the Global Item Master. If no item is associated with the purchase, then the goods or services being purchased will be defined in the description field. Items are primarily loaded into the item master for Production mateiral, but may als

31、o be added to support tool crib purposes.b. Enter the item either by typing it into the field, or choosing it from the LOV. If the item has not been added to the Global Item Master in Oracle, it will not be available for data entry on the PO form.NOTE: If an item number is entered in the Item field,

32、 the category, description and unit of measure fields will be populated with default information. If that is the case, then the price field will be entered next.c. Tab to the category field. This field is used to enter the purchasing category, a list of pre-defined combinations. A valid combination must be chosen in this field. If you do not know one, click on the LOV and the PO Item Category form will open. Click on the LOV