Requisitions Setup Checklist for iProcurement
1) Foreign Currency Support
2) Information Templates
3) Suggested Buyer
4) One-Time Address
5) Purchase Order Grouping for Requisition Lines with One-Time Addresses
6) Hazard Information
7) Global Requester
8) Express Setup Tool
9) Charge Account Displays Billing Optional Charge Account Displays
10) Expense Charge Account Rules
11) Employee PCards
12) Supplier P-Cards
13) PO Extract for P-Card Reconciliation
14) Project Accounting
15) Grants Accounting
16) Estimated Tax Functionality
17) Favorite Charge Accounts
18) Approvals
19) Global Approver
20) Requisition Changes
21) Requester- Initiated Changes to Purchase Orders
22) Requisition Cancellations
23) Lifecycle Tracking
24) Internal Requisitions
25) Oracle Services Procurement
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Thursday, January 29, 2009
Tuesday, January 27, 2009
Different line types in Oracle Purchasing
Different line types in Oracle Purchasing are as follows:
a) Quantity–Based Purchasing
Quantity–based line types let you order and receive and/or invoice based on the quantity of goods or services provided. You can use quantity–based line types when you want to specify the quantity, unit of measure, and unit price for the items you are ordering. Purchasing module provides 'Goods' as an initial default quantity–based line type which is defined in purchasing options window. You can modify this line type by creating new quantity–based line types to satisfy your business needs.
b) Fixed Price–Based Purchase
If you have implemented Oracle Services Procurement module , you can use fixed price–based line types when you want to order general business services or temporary labor services (with Oracle Services Procurement) by a fixed amount. You create an order for fixed price service by selecting a fixed price–based line type, category, item description, and total amount of the service. You can receive and match fixed price services by amount.
c) Rate–Based Purchasing
If you have implemented Oracle Services Procurement module , you can use rate–based line types when you want to order temporary labor services by per unit rate. You can use rate differentials with this line type. You create an order for rate based service by selecting a rate–based line type, category, unit of measure, price, item description, and total amount of the service. You can receive and match rate–based services by amount.
d) Amount–Based Purchasing
You may use amount–based line types when you want to order services and other items by amount. You create an order for a service by selecting an amount–based line type, category, item description, and total amount of the service. You can also receive and match services by amount. Amount–based line types let you order and receive and/or invoice based on the value of the service provided.
When you choose an amount based line type, Purchasing module automatically sets the unit price to 1 for your line and enters the default unit of measure for the line type. You cannot change the unit price or unit of measure for amount–based requisition lines. You enter the amount of the service in the Quantity field. Your total line amount is the same as the value displayed in the quantity field. You can use the quantity field in your distributions to allocate the order amount to multiple accounting flexfields.
Amount–based line types let you order and receive and/or invoice based on the value of the service provided. You may use amount–based line types when you want to order services and other items by amount. You create an order for a service by selecting an amount–based line type, category, item description, and total amount of the service. You can also receive and match services by amount. services can also be ordered by quantity for example 40 hours consulting services order.
e) Outside Processing Line Types
You can use outside processing line types to enter purchasingdocuments to pay suppliers for outside processing operations.Purchasing provides Outside Processing as an initial outside processing line type, and you can create additional outside processing line types. You cannot use outside processing line types, unless Purchasing, Work in Process, and Bills of Material are installed.
f) Temporary Labor Line Types
If you have implemented Oracle Services Procurement module , you can use temporary labor purchase basis line types to enter purchasing documents to pay contingent labor (contract labor) providers.
a) Quantity–Based Purchasing
Quantity–based line types let you order and receive and/or invoice based on the quantity of goods or services provided. You can use quantity–based line types when you want to specify the quantity, unit of measure, and unit price for the items you are ordering. Purchasing module provides 'Goods' as an initial default quantity–based line type which is defined in purchasing options window. You can modify this line type by creating new quantity–based line types to satisfy your business needs.
b) Fixed Price–Based Purchase
If you have implemented Oracle Services Procurement module , you can use fixed price–based line types when you want to order general business services or temporary labor services (with Oracle Services Procurement) by a fixed amount. You create an order for fixed price service by selecting a fixed price–based line type, category, item description, and total amount of the service. You can receive and match fixed price services by amount.
c) Rate–Based Purchasing
If you have implemented Oracle Services Procurement module , you can use rate–based line types when you want to order temporary labor services by per unit rate. You can use rate differentials with this line type. You create an order for rate based service by selecting a rate–based line type, category, unit of measure, price, item description, and total amount of the service. You can receive and match rate–based services by amount.
d) Amount–Based Purchasing
You may use amount–based line types when you want to order services and other items by amount. You create an order for a service by selecting an amount–based line type, category, item description, and total amount of the service. You can also receive and match services by amount. Amount–based line types let you order and receive and/or invoice based on the value of the service provided.
When you choose an amount based line type, Purchasing module automatically sets the unit price to 1 for your line and enters the default unit of measure for the line type. You cannot change the unit price or unit of measure for amount–based requisition lines. You enter the amount of the service in the Quantity field. Your total line amount is the same as the value displayed in the quantity field. You can use the quantity field in your distributions to allocate the order amount to multiple accounting flexfields.
Amount–based line types let you order and receive and/or invoice based on the value of the service provided. You may use amount–based line types when you want to order services and other items by amount. You create an order for a service by selecting an amount–based line type, category, item description, and total amount of the service. You can also receive and match services by amount. services can also be ordered by quantity for example 40 hours consulting services order.
e) Outside Processing Line Types
You can use outside processing line types to enter purchasingdocuments to pay suppliers for outside processing operations.Purchasing provides Outside Processing as an initial outside processing line type, and you can create additional outside processing line types. You cannot use outside processing line types, unless Purchasing, Work in Process, and Bills of Material are installed.
f) Temporary Labor Line Types
If you have implemented Oracle Services Procurement module , you can use temporary labor purchase basis line types to enter purchasing documents to pay contingent labor (contract labor) providers.
Monday, January 26, 2009
Encumbrance / Budgetory Control in Oracle Applications
You can define encumbrance accounting or budgetary control in Financial options window:
Navigation: AP or PO ----> Setup--> Organizations --> Financial Options.
In order to use encumbrance accounting or budgetary control, you must install Payables, Purchasing, and General Ledger modules. You may go to encunbrance region to enable encumbrance accounting and to specify the default encumbrance types which Payables module assigns to your invoices, and Purchasing module assigns to your requisitions and purchase orders.
If you enable encumbrance accounting or budgetary control, Purchasing creates
encumbrances when you reserve funds for a requisition or purchase order. If you use the perpetual accrual method in Purchasing, it reverses the purchase order encumbrances when you inspect, accept, and deliver the units. If you are using the periodic accrual method in Purchasing, Payables reverses the purchase order encumbrances when you create accounting entries for invoices. Payables module creates encumbrances when there is a variance between a matched invoice and the purchase order to which it is matched, and when the invoice encumbrance type is different from the Purchasing encumbrance type.
Oracle EBS provides two predefined encumbrance types that you can use to identify requisition, purchase order, and invoice encumbrances:- Commitment and
Obligation. You can define additional encumbrance types in Oracle General Ledger module in the Encumbrance Types window.
1) Use Requisition Encumbrance
You may enable this option to encumber funds for requisitions. If you enable this option, Purchasing creates journal entries and transfers them to General Ledger to encumber funds for purchase requisitions.
If you enable Use Requisition Encumbrance, you must select an encumbrance type by which you can identify your requisition encumbrance journal entries. Purchasing assigns this encumbrance type to the encumbrance journal entries it creates for purchase requisitions. If you enable Use Requisition Encumbrance, you can indicate whether you want requisition preparer to have the option to reserve funds. If you do not enable this option, only requisition approvers will have the option to reserve funds.
2)Use PO Encumbrance
Enable this option to encumber funds for purchase orders, purchase order and receipt matched invoices, and basic invoices (not matched). If you enable this option, Purchasing encumbers funds for purchase orders and Payables encumbers funds for variances during Payables Invoice Validation for purchase order and receipt matched invoices. If you enable this option and enter a non-purchase order matched invoice, Payables will encumber funds for it during Payables Invoice Validation. All Payables encumbrances are reversed when you create accounting entries. If you enable Use Requisition Encumbrance, you must also enable this option.
If you enable Use Purchase Order Encumbrance, select a purchase order encumbrance type by which you can identify your purchase order encumbrance journal entries. Purchasing assigns this encumbrance type to the encumbrance journal entries it creates for purchase requisitions and purchase orders. If you use purchase order encumbrance, select an invoice encumbrance type by which you can identify your invoice encumbrance journal entries. Payables module assigns this encumbrance type to the encumbrance journal entries that it creates. It is recommended that you use an encumbrance type different from the Purchasing encumbrance type so you can identify invoice encumbrances
Navigation: AP or PO ----> Setup--> Organizations --> Financial Options.
In order to use encumbrance accounting or budgetary control, you must install Payables, Purchasing, and General Ledger modules. You may go to encunbrance region to enable encumbrance accounting and to specify the default encumbrance types which Payables module assigns to your invoices, and Purchasing module assigns to your requisitions and purchase orders.
If you enable encumbrance accounting or budgetary control, Purchasing creates
encumbrances when you reserve funds for a requisition or purchase order. If you use the perpetual accrual method in Purchasing, it reverses the purchase order encumbrances when you inspect, accept, and deliver the units. If you are using the periodic accrual method in Purchasing, Payables reverses the purchase order encumbrances when you create accounting entries for invoices. Payables module creates encumbrances when there is a variance between a matched invoice and the purchase order to which it is matched, and when the invoice encumbrance type is different from the Purchasing encumbrance type.
Oracle EBS provides two predefined encumbrance types that you can use to identify requisition, purchase order, and invoice encumbrances:- Commitment and
Obligation. You can define additional encumbrance types in Oracle General Ledger module in the Encumbrance Types window.
1) Use Requisition Encumbrance
You may enable this option to encumber funds for requisitions. If you enable this option, Purchasing creates journal entries and transfers them to General Ledger to encumber funds for purchase requisitions.
If you enable Use Requisition Encumbrance, you must select an encumbrance type by which you can identify your requisition encumbrance journal entries. Purchasing assigns this encumbrance type to the encumbrance journal entries it creates for purchase requisitions. If you enable Use Requisition Encumbrance, you can indicate whether you want requisition preparer to have the option to reserve funds. If you do not enable this option, only requisition approvers will have the option to reserve funds.
2)Use PO Encumbrance
Enable this option to encumber funds for purchase orders, purchase order and receipt matched invoices, and basic invoices (not matched). If you enable this option, Purchasing encumbers funds for purchase orders and Payables encumbers funds for variances during Payables Invoice Validation for purchase order and receipt matched invoices. If you enable this option and enter a non-purchase order matched invoice, Payables will encumber funds for it during Payables Invoice Validation. All Payables encumbrances are reversed when you create accounting entries. If you enable Use Requisition Encumbrance, you must also enable this option.
If you enable Use Purchase Order Encumbrance, select a purchase order encumbrance type by which you can identify your purchase order encumbrance journal entries. Purchasing assigns this encumbrance type to the encumbrance journal entries it creates for purchase requisitions and purchase orders. If you use purchase order encumbrance, select an invoice encumbrance type by which you can identify your invoice encumbrance journal entries. Payables module assigns this encumbrance type to the encumbrance journal entries that it creates. It is recommended that you use an encumbrance type different from the Purchasing encumbrance type so you can identify invoice encumbrances
GL: Archive Journal Import Data
"GL: Archive Journal Import Data" profile option of General ledger module decides whether you want your Journal Import to save your journal import data from the GL INTERFACE table to the GL INTERFACE HISTORY table at the end of each Journal Import run. You could select the values of "Yes" or "No" for this profile option.
If you choose 'Yes', Journal Import will save your journal import data to the GL INTERFACE HISTORY table. In this case journal import will run slower.
If you choose 'No', Journal Import will not save your journal import data to the GL INTERFACE HISTORY table at the end of each successful journal import run.
The default value provided by Oracle for this profile option is 'No'. You can view this profile option at the User level. System Administrator can set this profile option at the Site, Application, Responsibility, or User level.
If you choose 'Yes', Journal Import will save your journal import data to the GL INTERFACE HISTORY table. In this case journal import will run slower.
If you choose 'No', Journal Import will not save your journal import data to the GL INTERFACE HISTORY table at the end of each successful journal import run.
The default value provided by Oracle for this profile option is 'No'. You can view this profile option at the User level. System Administrator can set this profile option at the Site, Application, Responsibility, or User level.
Requisition - 'Inprocess' status
1) The preparer completed the requisition and submitted to the approval process. However, no one with sufficient authority has approved the requisition. Requisition status will be 'in-process'
2) If in the Approve Document window you forward to an approver who does not have a logon user name, Purchasing module alerts you right away. If an approver without a logon user name is already included in the approval hierarchy, the approval workflow will fail at that approver and the document will remain' In Process'.
3) In requisition headers summary window, you may select the Open button to open the Requisitions window and query the requisition on the current line. Your options in this window depend on the status of the requisition and your approval and security options. For example, if a requisition has a status of In Process, you cannot open its line from requisition headers summary window.
2) If in the Approve Document window you forward to an approver who does not have a logon user name, Purchasing module alerts you right away. If an approver without a logon user name is already included in the approval hierarchy, the approval workflow will fail at that approver and the document will remain' In Process'.
3) In requisition headers summary window, you may select the Open button to open the Requisitions window and query the requisition on the current line. Your options in this window depend on the status of the requisition and your approval and security options. For example, if a requisition has a status of In Process, you cannot open its line from requisition headers summary window.
Line types in Oracle Purchasing
Line types in Oracle Purchasing
Oracle Purchasing module provides the line type feature for clearly differentiating orders for goods from those for services or outside processing orders. The line type governs the type of requisition, purchase order, RFQ, and quotation lines you create. You can select a default Line Type for requisition, RFQ, quotation, and purchase order lines. When you create any of these documents, the line type is part of your item information. You can override the line type for each document line. The services related line types support a broad range of service categories including general business services, consulting services, and contingent labor. While implementing oracle purchasing module 'Define Line Types' is a Required step with defaults.
The different types of line types are as follows:
a) Quantity–Based Purchasing line type
b) Fixed Price–Based Purchasing line type
c) Rate–Based Purchasing line type
d) Amount–Based Purchasing line type
e) Outside Processing Services Purchasing
f) Temporary Labor Purchasing line type
More details on each line type and defining line types follow in next posts
Oracle Purchasing module provides the line type feature for clearly differentiating orders for goods from those for services or outside processing orders. The line type governs the type of requisition, purchase order, RFQ, and quotation lines you create. You can select a default Line Type for requisition, RFQ, quotation, and purchase order lines. When you create any of these documents, the line type is part of your item information. You can override the line type for each document line. The services related line types support a broad range of service categories including general business services, consulting services, and contingent labor. While implementing oracle purchasing module 'Define Line Types' is a Required step with defaults.
The different types of line types are as follows:
a) Quantity–Based Purchasing line type
b) Fixed Price–Based Purchasing line type
c) Rate–Based Purchasing line type
d) Amount–Based Purchasing line type
e) Outside Processing Services Purchasing
f) Temporary Labor Purchasing line type
More details on each line type and defining line types follow in next posts
Wednesday, January 14, 2009
Shortnames for Oracle Applications products
Shortnames for Oracle Applications products
1)ABM - Activity Based Management
2)AD - Applications DBA
3)AHL - Oracle Advanced Service Online
4)AK - Oracle Common Modules-AK
5)ALR - Oracle Alert
6)AMF - Oracle Fulfillment Services
7)AMS - Oracle Marketing
8)AP - Oracle Payables
9)AR - Oracle Receivables
10)AS - Oracle Sales
11)ASG - Oracle CRM Gateway for Mobile Services
12)ASL - Oracle Mobile Field Sales Laptop
13)ASO - Oracle Order Capture
14)AST - TeleSales
15)AX - Global Accounting Engine
16)AZ - Application Implementation
17)BEN - Oracle Advanced Benefits
18)BIC - Customer Intelligence
19)BIL - Sales Intelligence
20)BIM - Marketing Intelligence
21)BIS - Oracle Applications BIS
22)BIX - Call Center Intelligence
23)BNE - Oracle Web ADI
24)BOM - Oracle Bills of Material
25)BSC - Balanced Scorecard
26)CCT - Oracle Call Center and Telephony
27)CE - Oracle Cash Management
28)CHV - Oracle Supplier Scheduling
29)CLN - Supply Chain Trading Connector for RosettaNet
30)CN - Oracle Sales Compensation
31)CS - Oracle Service
32)CSC - Customer Care
33)CSD - Depot Repair
34)CSE - Oracle Enterprise Install Base
35)CSF - Field Service
36)CSI - Install Base
37)CSM - Oracle Field Service Palm
38)CSP - Oracle Spares Management
39)CSR - Oracle Scheduler
40)CSS - Support
41)CUG-Oracle Citizen Interaction Center
42)CUN - Oracle Network Logistics NATS
43)CZ - Oracle Configurator
44)EAM - Oracle Enterprise Asset Management
45)EC - Oracle e-Commerce Gateway
46)ECX - Oracle XML Gateway
47)EDR - Oracle E Records
48)ENG - Oracle Engineering
49)FII - Financials Intelligence
50)FLM - Oracle Flow Manufacturing
51)FND - Application Object Library
52)FTE - Oracle Transportation Hub
53)FV - Oracle Federal Financials
54)GHR - Oracle Federal HR
55)GL - Oracle General Ledger
56)GMA - Oracle Process Manufacturing Systems
57)GMD - Oracle Process Manufacturing Product Development
58)GME - Oracle Process Manufacturing Process Execution
59)GMF - Oracle Process Manufacturing Financials
60)GMI - Oracle Process Manufacturing Inventory
61)GML - Oracle Process Manufacturing Logistics
62)GMP - Oracle Process Manufacturing Process Planning
63)GMS - Oracle Grants Accounting
64)GR - Oracle Process Regulatory Mgmt
65)HRI - Human Resources Intelligence
66)HXC - Oracle Time and Labor
67)HXT - Oracle Time and Labor Rules
68)IBA - iMarketing
69)IBC - Oracle iContent
70)IBE - iStore
71)IBU - iSupport
72)IBY - iPayment
73)ICX - Oracle Self-Service Web Applications
74)IEB - Oracle Interaction Blending
75)IEC - Oracle Campaign Plus
76)IEM - Oracle eMail Center
77)IEO - Call Center Technology
78)IES - Scripting
79)IEU - Oracle Universal Work Queue
80)IEX - Oracle Collections
81)IGC - Commitment Administration
82)IGF - Student Systems Fin Aid
83)IGI - Oracle International Public Sector Financials
84)IGS - Oracle Student Sytems
85)IGW - Oracle Grants Proposal
86)INV - Oracle Inventory
87)IPD - Oracle Product Development Exchange
88)ISC - Supply Chain Intelligence
89)JTF - CRM Foundation
90)JTM - Oracle CRM Mobile Foundation
91)JTS - Oracle CRM Self Service Administration
92)MRP - Oracle Master Scheduling/MRP
93)MSC - Oracle Advanced Supply Chain Planning
94)MSD - Oracle Demand Planning
95)OFA - Oracle Assets
96)OKC - Oracle Contracts Core
97)OKI - Oracle Contracts Intelligence
98)OKL - Oracle Lease Management
99)OKR - Oracle Contracts for Rights
100)OKS - Oracle Contracts Service Module
101)ONT - Oracle Order Management
102)OPI - Operations Intelligence
103)OTA - Oracle Training Administration
104)OZF - Funds & Budgets
105)PA - Oracle Projects
106)PAY - Oracle Payroll
107)PER - Oracle Human Resources
108)PJM - Oracle Project Manufacturing
109)PN - Oracle Property Manager
110)PO - Oracle Purchasing
111)POA - Purchasing Intelligence
112)POM - Oracle Exchange
113)PON - Oracle Sourcing
114)POS - Internet Supplier Portal
115)PQH - Oracle Public Sector HR
116)PSA - Public Sector Applications
117)PSB - Oracle Public Sector Budgeting
118)PSP - Oracle Labor Distribution
119)PV - Partner Relationship Management
120)QA - Oracle Quality
121)QP - Oracle Pricing
122)QRM - Oracle Risk Management
123)RG - Application Report Generator
124)RLM - Oracle Release Management
125)VEA - Oracle Automotive
126)WIP - Oracle Work in Process
127)WMS - Oracle Warehouse Management System
128)WSH - Oracle Shipping
129)WSM - Shop Floor Management
130)XDP - Oracle Provisioning
131)XNC - Oracle Sales for Communications
132)XNI - Oracle Install Base Intelligence
133)XNP - Oracle Number Portability
134)XNS - Oracle Service for Communications
135)XTR - Oracle Treasury
1)ABM - Activity Based Management
2)AD - Applications DBA
3)AHL - Oracle Advanced Service Online
4)AK - Oracle Common Modules-AK
5)ALR - Oracle Alert
6)AMF - Oracle Fulfillment Services
7)AMS - Oracle Marketing
8)AP - Oracle Payables
9)AR - Oracle Receivables
10)AS - Oracle Sales
11)ASG - Oracle CRM Gateway for Mobile Services
12)ASL - Oracle Mobile Field Sales Laptop
13)ASO - Oracle Order Capture
14)AST - TeleSales
15)AX - Global Accounting Engine
16)AZ - Application Implementation
17)BEN - Oracle Advanced Benefits
18)BIC - Customer Intelligence
19)BIL - Sales Intelligence
20)BIM - Marketing Intelligence
21)BIS - Oracle Applications BIS
22)BIX - Call Center Intelligence
23)BNE - Oracle Web ADI
24)BOM - Oracle Bills of Material
25)BSC - Balanced Scorecard
26)CCT - Oracle Call Center and Telephony
27)CE - Oracle Cash Management
28)CHV - Oracle Supplier Scheduling
29)CLN - Supply Chain Trading Connector for RosettaNet
30)CN - Oracle Sales Compensation
31)CS - Oracle Service
32)CSC - Customer Care
33)CSD - Depot Repair
34)CSE - Oracle Enterprise Install Base
35)CSF - Field Service
36)CSI - Install Base
37)CSM - Oracle Field Service Palm
38)CSP - Oracle Spares Management
39)CSR - Oracle Scheduler
40)CSS - Support
41)CUG-Oracle Citizen Interaction Center
42)CUN - Oracle Network Logistics NATS
43)CZ - Oracle Configurator
44)EAM - Oracle Enterprise Asset Management
45)EC - Oracle e-Commerce Gateway
46)ECX - Oracle XML Gateway
47)EDR - Oracle E Records
48)ENG - Oracle Engineering
49)FII - Financials Intelligence
50)FLM - Oracle Flow Manufacturing
51)FND - Application Object Library
52)FTE - Oracle Transportation Hub
53)FV - Oracle Federal Financials
54)GHR - Oracle Federal HR
55)GL - Oracle General Ledger
56)GMA - Oracle Process Manufacturing Systems
57)GMD - Oracle Process Manufacturing Product Development
58)GME - Oracle Process Manufacturing Process Execution
59)GMF - Oracle Process Manufacturing Financials
60)GMI - Oracle Process Manufacturing Inventory
61)GML - Oracle Process Manufacturing Logistics
62)GMP - Oracle Process Manufacturing Process Planning
63)GMS - Oracle Grants Accounting
64)GR - Oracle Process Regulatory Mgmt
65)HRI - Human Resources Intelligence
66)HXC - Oracle Time and Labor
67)HXT - Oracle Time and Labor Rules
68)IBA - iMarketing
69)IBC - Oracle iContent
70)IBE - iStore
71)IBU - iSupport
72)IBY - iPayment
73)ICX - Oracle Self-Service Web Applications
74)IEB - Oracle Interaction Blending
75)IEC - Oracle Campaign Plus
76)IEM - Oracle eMail Center
77)IEO - Call Center Technology
78)IES - Scripting
79)IEU - Oracle Universal Work Queue
80)IEX - Oracle Collections
81)IGC - Commitment Administration
82)IGF - Student Systems Fin Aid
83)IGI - Oracle International Public Sector Financials
84)IGS - Oracle Student Sytems
85)IGW - Oracle Grants Proposal
86)INV - Oracle Inventory
87)IPD - Oracle Product Development Exchange
88)ISC - Supply Chain Intelligence
89)JTF - CRM Foundation
90)JTM - Oracle CRM Mobile Foundation
91)JTS - Oracle CRM Self Service Administration
92)MRP - Oracle Master Scheduling/MRP
93)MSC - Oracle Advanced Supply Chain Planning
94)MSD - Oracle Demand Planning
95)OFA - Oracle Assets
96)OKC - Oracle Contracts Core
97)OKI - Oracle Contracts Intelligence
98)OKL - Oracle Lease Management
99)OKR - Oracle Contracts for Rights
100)OKS - Oracle Contracts Service Module
101)ONT - Oracle Order Management
102)OPI - Operations Intelligence
103)OTA - Oracle Training Administration
104)OZF - Funds & Budgets
105)PA - Oracle Projects
106)PAY - Oracle Payroll
107)PER - Oracle Human Resources
108)PJM - Oracle Project Manufacturing
109)PN - Oracle Property Manager
110)PO - Oracle Purchasing
111)POA - Purchasing Intelligence
112)POM - Oracle Exchange
113)PON - Oracle Sourcing
114)POS - Internet Supplier Portal
115)PQH - Oracle Public Sector HR
116)PSA - Public Sector Applications
117)PSB - Oracle Public Sector Budgeting
118)PSP - Oracle Labor Distribution
119)PV - Partner Relationship Management
120)QA - Oracle Quality
121)QP - Oracle Pricing
122)QRM - Oracle Risk Management
123)RG - Application Report Generator
124)RLM - Oracle Release Management
125)VEA - Oracle Automotive
126)WIP - Oracle Work in Process
127)WMS - Oracle Warehouse Management System
128)WSH - Oracle Shipping
129)WSM - Shop Floor Management
130)XDP - Oracle Provisioning
131)XNC - Oracle Sales for Communications
132)XNI - Oracle Install Base Intelligence
133)XNP - Oracle Number Portability
134)XNS - Oracle Service for Communications
135)XTR - Oracle Treasury
Sunday, January 11, 2009
Which are different Inventory Planning methods?
Which are different Inventory Planning methods?
There are 5 inventory Planning methods as mentioned below:
1) Subinventory Replenishment planning
2) Min-max planning
3) Re-order point planning
4) Kanban planning
5) Periodic Automatic Replenishment(PAR)
Subinventory Replenishment planning
Oracle Inventory provides additional methods for planning and replenishing inventories. Even if you are not maintaining perpetual on-hand balances in non-tracked subinventories, for example-you can use the replenishment counting system to plan your inventories. This may be ideal for replenishing free stock items that you store on the production floor, or office supplies kept in departmental cabinets. Oracle Inventory even provides an open interface for loading replenishment count data collected electronically, such as with a hand held bar code reader.
Replenishment Counting Tracked Subinventories
In some situations, you may want to do your own planning and use Oracle Inventory
to create your internal requisitions. When using the replenishment system in this
manner, you provide the system with one of the following pieces of information (in
addition to the item and subinventory):
• Order quantity. You specify the quantity that is to be ordered.
• Order maximum quantity. Oracle Inventory orders the min-max maximum quantity.
You can manually enter this information in the Replenishment Counts window or through an external interface, using the replenishment interface tables
Replenishment Counting Non-Tracked Subinventories
Planning and replenishment of non-quantity-tracked subinventories is different because Oracle Inventory cannot use perpetual system quantities. As you issue items from a subinventory without formal issuing procedures, it is necessary to take inventory of non-tracked subinventories to record item usage and determine reorder necessity.
In order to determine when and how much to replenish, you periodically physically count the items in non-tracked sub inventory. Here also you can enter the count details through batch load transaction such as bar code reader or manually by navigation. Inventory module permits on hand quantity as an additional replenishment information type for non-tracked subinventories.
Planning Levels
You can only use the replenishment counting system at the subinventory level. To use
replenishment counting, you must set up item-subinventory relationships using the Item Subinventories or Subinventory Items windows.
There are 5 inventory Planning methods as mentioned below:
1) Subinventory Replenishment planning
2) Min-max planning
3) Re-order point planning
4) Kanban planning
5) Periodic Automatic Replenishment(PAR)
Subinventory Replenishment planning
Oracle Inventory provides additional methods for planning and replenishing inventories. Even if you are not maintaining perpetual on-hand balances in non-tracked subinventories, for example-you can use the replenishment counting system to plan your inventories. This may be ideal for replenishing free stock items that you store on the production floor, or office supplies kept in departmental cabinets. Oracle Inventory even provides an open interface for loading replenishment count data collected electronically, such as with a hand held bar code reader.
Replenishment Counting Tracked Subinventories
In some situations, you may want to do your own planning and use Oracle Inventory
to create your internal requisitions. When using the replenishment system in this
manner, you provide the system with one of the following pieces of information (in
addition to the item and subinventory):
• Order quantity. You specify the quantity that is to be ordered.
• Order maximum quantity. Oracle Inventory orders the min-max maximum quantity.
You can manually enter this information in the Replenishment Counts window or through an external interface, using the replenishment interface tables
Replenishment Counting Non-Tracked Subinventories
Planning and replenishment of non-quantity-tracked subinventories is different because Oracle Inventory cannot use perpetual system quantities. As you issue items from a subinventory without formal issuing procedures, it is necessary to take inventory of non-tracked subinventories to record item usage and determine reorder necessity.
In order to determine when and how much to replenish, you periodically physically count the items in non-tracked sub inventory. Here also you can enter the count details through batch load transaction such as bar code reader or manually by navigation. Inventory module permits on hand quantity as an additional replenishment information type for non-tracked subinventories.
Planning Levels
You can only use the replenishment counting system at the subinventory level. To use
replenishment counting, you must set up item-subinventory relationships using the Item Subinventories or Subinventory Items windows.
Which are different process flows in Oracle eAM module?
Which are different process flows in Oracle eAM module?
There are 2 types of process flows in eAM module as follows:
1) Work Execution Implementation Flow
First, You have to create a Maintenance Work in Process (WIP) Accounting Classes and then you need to define Resources and Maintenance Departments. Afterwards, you decide if employee association is required with resource. If employee and resource association is required, create resource and employee associations and if it is not required then create department and resource associations.
Finally, you decide if Work Orders are included in projects. If included then you need to set up Project Manufacturing module, and then create a Work Order. If Work Orders are not included in projects, create a Work Order.
2) Preventive Maintenance Implementation Flow
First, You have to create an Asset Group.
Next, decide if Preventive Maintenance (PM) definitions are based on runtime rules. If Yes, create Meter Templates, next Asset Group and Meter associations using those templates, and then create a Set Name. If it is NO i.e. if PM definitions are not based on runtime rules, create a Set Name directly.
Next, create a Maintenance Activity and then Asset Group and Activity associations using templates. Finally, optionally you have to create PM Schedule templates.
There are 2 types of process flows in eAM module as follows:
1) Work Execution Implementation Flow
First, You have to create a Maintenance Work in Process (WIP) Accounting Classes and then you need to define Resources and Maintenance Departments. Afterwards, you decide if employee association is required with resource. If employee and resource association is required, create resource and employee associations and if it is not required then create department and resource associations.
Finally, you decide if Work Orders are included in projects. If included then you need to set up Project Manufacturing module, and then create a Work Order. If Work Orders are not included in projects, create a Work Order.
2) Preventive Maintenance Implementation Flow
First, You have to create an Asset Group.
Next, decide if Preventive Maintenance (PM) definitions are based on runtime rules. If Yes, create Meter Templates, next Asset Group and Meter associations using those templates, and then create a Set Name. If it is NO i.e. if PM definitions are not based on runtime rules, create a Set Name directly.
Next, create a Maintenance Activity and then Asset Group and Activity associations using templates. Finally, optionally you have to create PM Schedule templates.
Oracle EAM - Different types of assets
Explain the different types of assets?
There are 2 types of assets
a) Capital or financial Assets
b) Maintenanace assets
Maintenance Assets can be classified into the following two types:
1) Linear Assets
Linear Assets have linear properties and are connected with each other by their relationship with the linear infrastructure itself. i.e. Networks
For example a metropolitan city which has a huge network of subways & roadways. You can model them as linear assets in an Asset Management system and the buildings, poles parks and terminals can be represented as non-linear assets. The joins and overlaps of the Linear Assets make up the networks and the non-linear assets can be ‘placed’ within that Network for positioning and tracking purposes.
Example are Roads, Rail lines and tracks ,Highways, airport runways, harbors,Ports, Subways, cables, Waterways, Transmission Lines, Water & Sewer pipe lines, Oil & Gas Pipelines
2) Non-Linear Assets
A non-linear asset does not have any linear property, occupies some space as per dimension and can be tracked by its location or modeled as part of a parent child hierarchy.
For example, Mobile assets such as fleet, vehicles, tools and equipment, Fixed Physical assets i.e. plant, equipment, facility ,Component relationship based assets (aircraft, ship), Terminals, Rail cars, Buses, Trucks, Buildings, Parks, Poles, Substations, Facilities, Power Generating Plants & Equipment,Pumping Stations, Extraction Facility.
There are 2 types of assets
a) Capital or financial Assets
b) Maintenanace assets
Maintenance Assets can be classified into the following two types:
1) Linear Assets
Linear Assets have linear properties and are connected with each other by their relationship with the linear infrastructure itself. i.e. Networks
For example a metropolitan city which has a huge network of subways & roadways. You can model them as linear assets in an Asset Management system and the buildings, poles parks and terminals can be represented as non-linear assets. The joins and overlaps of the Linear Assets make up the networks and the non-linear assets can be ‘placed’ within that Network for positioning and tracking purposes.
Example are Roads, Rail lines and tracks ,Highways, airport runways, harbors,Ports, Subways, cables, Waterways, Transmission Lines, Water & Sewer pipe lines, Oil & Gas Pipelines
2) Non-Linear Assets
A non-linear asset does not have any linear property, occupies some space as per dimension and can be tracked by its location or modeled as part of a parent child hierarchy.
For example, Mobile assets such as fleet, vehicles, tools and equipment, Fixed Physical assets i.e. plant, equipment, facility ,Component relationship based assets (aircraft, ship), Terminals, Rail cars, Buses, Trucks, Buildings, Parks, Poles, Substations, Facilities, Power Generating Plants & Equipment,Pumping Stations, Extraction Facility.
Monday, January 5, 2009
'Push' and 'Pull' systems of controlling resources in Inventory planning
'Push' and 'Pull' systems of controlling resources in Inventory planning
The push system pushes the resources in to manufacturing based on resource planning. It is also more commonly known as the Materials Requirements Planning (MRP) system. This system is based on the Planning Department setting up a long-term production schedule which is then analysed to give a detailed production schedule for making or buying parts. This detailed schedule then pushes the operations team to make or purchase a part and push it forward to the next work station. The biggest weakness of this system is that it is based on guessing/forecasting the future customer product demand to develop the production schedule that production is based on and estimating the time it takes to produce each part. Over-estimation and under-estimation may lead to excess inventory quantity or part shortages, respectively.
A Pull system is a method of controlling the flow of resources in which replacement of products is based on consumption of the item quantity. A pull system is completely based on customer product demand. Whatever is consumed is only ordered on sources of supply. Since here the resources are pulled from the supply sources, it is called 'Pull' system. A Kanban system of Inventory planning is a Pull system that uses color-coded cards attached to parts or part containers to regulate the upstream production and delivery flow.
The push system pushes the resources in to manufacturing based on resource planning. It is also more commonly known as the Materials Requirements Planning (MRP) system. This system is based on the Planning Department setting up a long-term production schedule which is then analysed to give a detailed production schedule for making or buying parts. This detailed schedule then pushes the operations team to make or purchase a part and push it forward to the next work station. The biggest weakness of this system is that it is based on guessing/forecasting the future customer product demand to develop the production schedule that production is based on and estimating the time it takes to produce each part. Over-estimation and under-estimation may lead to excess inventory quantity or part shortages, respectively.
A Pull system is a method of controlling the flow of resources in which replacement of products is based on consumption of the item quantity. A pull system is completely based on customer product demand. Whatever is consumed is only ordered on sources of supply. Since here the resources are pulled from the supply sources, it is called 'Pull' system. A Kanban system of Inventory planning is a Pull system that uses color-coded cards attached to parts or part containers to regulate the upstream production and delivery flow.
Thursday, January 1, 2009
When does the PO status shows as 'Pre- Approved'?
When does the PO status shows as 'Pre- Approved'?
Pre–Approved document is one in which a person with the final authority to approve the purchasing document approves it, but then forwards it to someone else for additional approval, thus changing its status to Pre–Approved.
OR
Your organization uses encumbrance budgeting (reserves funds for documents), and the purchasing document is eligible for approval but funds have not yet been reserved for it. Even if someone with sufficient approval authority approves this document, its status may still remain Pre–Approved if funds were not able to be reserved at the time of approval. Once funds have been reserved for the approved document, the document changes its status to Approved.
A Pre–Approved document does not show up as supply for planning module until its status changes to Approved.
Pre–Approved document is one in which a person with the final authority to approve the purchasing document approves it, but then forwards it to someone else for additional approval, thus changing its status to Pre–Approved.
OR
Your organization uses encumbrance budgeting (reserves funds for documents), and the purchasing document is eligible for approval but funds have not yet been reserved for it. Even if someone with sufficient approval authority approves this document, its status may still remain Pre–Approved if funds were not able to be reserved at the time of approval. Once funds have been reserved for the approved document, the document changes its status to Approved.
A Pre–Approved document does not show up as supply for planning module until its status changes to Approved.
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