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1 2 | | Introduccin ................................ ................................ ................................ ......... 1 Oracle Purchasing - PO - Compras ................................ ................................ .... 6
Introduccion Nuevas Funcionalidades 11.5.10 Center-Led Procurement Features Purchase Order Execution in Any Organization Global Contract Purchase Agreements Procurement Execution in Shared Services Environments Receiving Accounting & Drop Shipments Pricing Model Complex Pricing with Oracle Advanced Pricing Purchase Order Printing and Communication Logistics Receiving Open Interface Enhancements Nested License Plate Number (LPN) and Lot/Serial Buyer Driven Logistics Management Timestamps for Improved Logistics Management Requisition Approval Management using Oracle Approvals Management Accounting Encumber Blanket Agreements Gapless Self-Bill Invoice Numbering FDA CFR 21 Compliance Procurement Contracts Services Procurement Nuevas Funcionalidades R12 Professional Buyers Work Center Requisition Management Purchase Order Creation and Maintenance Purchase Agreement Creation and Maintenance Negotiations in Oracle Sourcing Enhanced Catalog Access New Supplier Setup User Interface Document Styles Procurement for Complex Services Multi-Org Access Control (MOAC) E-Business Tax Communicate Document Attachments to Suppliers Oracle Supplier Network - Rapid Supplier Enablement Support for Contractor Purchasing Users Auto-Approval Tolerance for Change Orders Subledger Accounting for Budgetary Control Actions Chargeable Subcontracting Support for Unified Process Manufacturing/Discrete Inventory Dual Unit of Measure Control Material Status Control Sublot Control Depot Repair Enhancements Mejoras 11.5.10 Pricing Retroactive Price Changes Price Update Flexibility on Purchase Orders, Releases Custom Pricing APIs Logistics Receiving Locator Support Drop Ship Enhancements Accounting Category Based Account Defaulting in Oracle Purchasing Selectively Un-reserve fund 6 6 6 6 6 7 7 7 7 8 8 8 8 9 9 9 9 9 10 10 10 10 11 11 11 12 13 14 14 14 15 16 17 17 17 18 18 18 18 18 19 19 19 20 20 21 21 21 21 21 22 22 22 22 22 23
2.1 2.2 2.2.1 2.2.1.1 2.2.1.2 2.2.1.3 2.2.1.4 2.2.2 2.2.2.1 2.2.2.2 2.2.3 2.2.3.1 2.2.3.2 2.2.3.3 2.2.3.4 2.2.4 2.2.5 2.2.5.1 2.2.6 2.2.7 2.2.8 2.2.9 2.3 2.3.1 2.3.1.1 2.3.1.2 2.3.1.3 2.3.1.4 2.3.1.5 2.3.1.6 2.3.1.7 2.3.2 2.3.3 2.3.4 2.3.5 2.3.6 2.3.7 2.3.8 2.3.9 2.3.10 2.3.11 2.3.12 2.3.13 2.3.14 2.3.15 2.4 2.4.1 2.4.1.1 2.4.1.2 2.4.1.3 2.4.2 2.4.2.1 2.4.2.2 2.4.3 2.4.3.1 2.4.3.2
2.4.3.3 2.4.4 2.4.5 2.5 2.5.1 2.5.1.1 2.5.1.2 2.5.2 2.5.3 2.5.4 2.5.5 2.5.6 2.5.7 2.6 2.6.1.1
Import Grant Information Purchasing Documents Open Interface Enhancements AutoCreate and Purchase Order Entry Usability Mejoras R12 Document Publishing Enhancements Support for RTF and PDF layout templates Publish Contracts using user specified layout Maintain Sourcing Rules/ASLs for Agreement Items Compliance to Packaging Constraints eAM Support for Services Procurement Model Complex Pricing for Blanket Line Items Advanced Approval Support for Requisitions New User Interface for Oracle Purchasing Setups Extensiones vs Nuevas Funcionalidades OM-D001 - Compra Venta entre Empresas.
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3.1 3.2
Introduccin
En el presente documento analizaremos las nuevas funcionalidades de la versin 12.1.3 de Aplicaciones Oracle para los mdulos: Compras POPara cada mdulo analizaremos las funcionalidades aadidas, y las mejoras realizadas en las funcionalidades existentes en versiones anteriores. .
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3.1
3.2
3.2.1
to standardize terms and conditions across all enabled organizations when doing business with a given supplier. Buying organizations may find global contract purchase agreements especially helpful when considering how best to use Oracle Advanced Pricing capabilities with a central procurement organization. In addition, global contract purchase agreements may be helpful in some situations when extending a single negotiated supplier catalog across many organizations.
3.2.2
Pricing
3.2.2.1 Model Complex Pricing with Oracle Advanced Pricing
Oracle Advanced Pricing is now integrated with Oracle Purchasing and Oracle iProcurement. Oracle Advanced Pricing is a flexible pricing engine capable of addressing complex pricing needs of customers. Using Oracle Advanced Pricing,
purchasing professionals can setup complex pricing structures in the form of price lists, price formulas and modifiers. Price lists contain the basic information that associates price and currency with an item, service, group of products or services, or sub-component. Pricing formulas let you model mathematical relationships for product pricing using certain order attributes. Price modifiers allow you to setup discounts or surcharges that can be applied on top of base prices. To price requisitions and purchase orders based on pricing rules setup in Oracle Advanced Pricing, the requisition or purchase order line need simply reference a contract purchase agreement.
3.2.3
Logistics
3.2.3.1 Receiving Open Interface Enhancements
Most companies managing receiving docks in a high volume environment use barcodes and RF scanning devices to record shipment and receipt information. Such capabilities are readily available when receiving using the Oracle Mobile Supply Chain (Oracle MSCA) or Oracle Warehouse Management (Oracle WMS) applications. Should a company have some other form of barcode/RF support then the Receiving Open Interface (ROI) provides a mechanism to process the generated transactions. Substantial improvements to ROI include: Support for most receiving transactions, including Advanced Shipment Notices (ASN), receipts, deliveries, inspections, and transfers. Multi-stage transaction processing. For example, a user may import related Receive, Transfer and Deliver transactions as and when they occur. Receiving transactions against Return Material Authorizations (RMA), Internal Orders, and Inter-organizational transfers. The import of transactions in Batch, Immediate, and Online modes. These enhancements are intended to significantly improve the productivity of personnel working on receiving docks by minimizing manual data entry requirements.
one LPN and track at the container level. Users can also record LPN pack and unpack events during the receiving process to accurately reflect the changing levels of aggregation. Nested LPNs can also be defined to emulate containers within containers. Please note that ability to use LPNs in the receiving process is available only for receiving transactions imported via the receiving open interface.
3.2.4
using Oracle
Oracle Purchasing now provides the option to use Oracle Approvals Management as the approval engine for requisitions. Some of the benefits include: Single approval engine with consistent and uniform approval policies across multiple Oracle Applications modules including Oracle iExpenses. Approval policies can be defined once and be leveraged across multiple products; hence less maintenance is required. Approval policies can easily be extended using the standard features of Oracle Approvals Management eliminating the need to customize individual applications or the workflow.
3.2.5
Accounting
3.2.5.1 Encumber Blanket Agreements
Many organizations negotiate long-term agreements with suppliers and commit to a certain level of spending during the life of the agreement. These minimum spending commitments need to be captured and budgeted. Buyers now are able to capture these commitments and encumber funds on Blanket and Global Blanket Agreements to accurately reflect existing commitment levels. These funds are
encumbered against a summary budget account as called out by the buyer on the agreement. The encumbrance on an agreement is gradually relieved as purchase orders or releases are created against the agreement. Requisition lines referencing encumbered agreements are not encumbered, as funds committed on the backing agreement have already been reserved.
3.2.6
3.2.7
3.2.8
Procurement Contracts
Oracle Procurement Contracts provides robust contract management capabilities for procurement professionals, including a sophisticated contract terms library, robust deliverables tracking and formal change management. Organizations can use these capabilities to minimize exposure to contractual risks, maximize their buying power, and eliminate erroneous payments from sourcing through contract award, order execution through termination or renewals. Oracle Purchasing allows users to leverage these new capabilities in various aspects of the procurement flow contract authoring with sophisticated terms, deliverables definition and tracking, contract binding and document signatures, document communication in PDF format, contract attachments with versioning, and more. Please refer to Procurement Contracts RCD for more information.
3.2.9
Services Procurement
Oracle Services Procurement enables a streamlined process for sourcing, procuring and managing of services, such as contingent labor, facilities management, marketing, information technology, consulting services, and more. These commodity areas usually account for a large percentage of an organizations spend. Oracle Purchasing enables key business functions in the services procurement flow, including preferred supplier identification and
management, long term agreements for fixed price and rate based services, purchase order management, time card management and auto invoice generation and payment.
Please refer to the Oracle Services Procurement RCD for additional information.
3.3
3.3.1
Requisition Demand - View All Requisitions Assigned to the Buyer Across Multiple Operating Units
Purchase Order Lines Enter Schedule and Delivery Information When Creating Lines
Agreements User Interface Tailored to Creating Long-Term Agreements (Schedule and Delivery Information Replaced by Agreement Controls)
In addition, user extensible attributes can now be captured on the blanket agreement to further enrich the description of the products and services listed in the document. Such attributes could be generic to all items (Example: Manufacturer Number, Lead time) or could be category specific (Example: Color, Size, etc.)
The new UI delivers an improved layout for accessing all aspects of a supplier's setup, providing a clear distinction between the supplier's company details and the terms & controls that are used to manage the trading relationship. General and site level setup parameters is now available on a single page and work has been done to rationalize the organization of setup preferences across fewer sub-tabs to allow administrators quicker access to information. In addition, a new Quick Update page gives each administrator access to an initial summary page that can be personalized to suit the needs of their role.
For those companies that have enabled supplier access to their profile information through the Portal, the Supplier Profile Management tools have been integrated into the Setup UI pages, affording administrators a single view of a supplier's setup and any pending updates that have been provided by the supplier to the buying organization. The new Supplier UI also includes a Survey section that provides administrators with access to the results of questionnaires that were created using iSurvey and which the supplier had been asked to complete, either during self-registration or as part of profile maintenance through the Portal. Security controls are incorporated into the Setup UI so that companies can limit an administrators access to specific tabs within the supplier setup. This feature is key for assisting companies to comply with the separation of duties elements of the Sarbanes-Oxley legislation.
to acquire facilities related services. The name assigned to Standard Purchase Orders using this style is Facilities Maintenance Order. The name assigned to Blanket Purchase Agreements using this style is Facilities Maintenance Contract. These names are exposed throughout the Work Center and also to the supplier.
Document Styles Various Settings Allow Companies to Control Look and Feel of User Interface
Note: The existing Oracle Purchasing forms for managing requisition demand and purchasing documents, including orders, agreements and releases, will still be available in Release 12.0. Also note that creation of the following documents will only be supported in the forms interface: Blanket Purchase Agreements and Releases (Work Center will only support authoring of Global Blanket Purchase Agreements) Planned Purchase Orders and Scheduled Releases
3.3.2
Release 12.0 will support acquisition of complex services by allowing buyers to author, negotiate, execute and monitor complex contract payment arrangements like progress payments, advances and retainage. Please see the Services Procurement part of this RCD for more details.
3.3.3
3.3.4
E-Business Tax
Oracle E-Business Tax is a new infrastructure for tax knowledge management and delivery, using a global system architecture that is configurable and scalable for adding country specific tax content. As the single point solution for managing transaction-based tax, Oracle E-Business Tax will deliver tax services uniformly to Oracle E-Business Suite business flows through one application interface. Oracle E-Business Tax significantly enhances the current tax code/tax group based tax computation capabilities within the Procure to Pay business flow. For more information, please refer to the Oracle E-Business Tax section within the Oracle Financials RCD.
3.3.5
3.3.6
3.3.7
3.3.8
3.3.9
3.3.10
Chargeable Subcontracting
The Japanese legal and business practice of Chargeable Subcontracting is a method of subcontracting assemblies from an OEM to one or more manufacturing partners. According to this method, the OEM ships and makes a provisional sale of component materials used to build the assembly at the manufacturing partner. When the assemblies are completed and returned to the OEM, the manufacturing partner bills the OEM for the gross price of the assembly. In order to provide support for the Chargeable Subcontracting business practices, the Pay on Receipt Auto-invoice program has been enhanced to create separate invoices for these items.
For more information, please refer to the Charegeable Subcontracting features within the Oracle Logistics RCD.
3.3.11
3.3.12
3.3.13
With this release, if material status control has been enabled for a given lot or serial controlled item, Oracle Receiving will now require quantity entry of the status for each new lot or serial received.
3.3.14
Sublot Control
Getting fast answers to questions such as the following may determine whether your company will survive a crisis: Which lots were delivered to which customers? Which other lots were produced from that production line during that shift? What was the quality of the components or ingredients and which suppliers sent them? To enable better visibility to a lot and its genealogy and attributes, significant enhancements have been made to the lot tracking capabilities within Oracle Inventory. Sublot control allows users to track the parent lot from which multiple lots were created. The parent lot may refer to the production batch that spawned the lot, but if the output of that batch varied in term of grade or other QC attributes, multiple sublots could be received into inventory. Users can query lots in by their parent lot and view the parent lot in the lot genealogy form. Users can also now grade control their lot controlled items. With this release, if sublot control has been enabled for a given item, Oracle Receiving will now require quantity entry of the parent lot for each new lot received. For more information, please refer to the OPM Convergence features within the Oracle Logistics RCD.
3.3.15
3.3.16
Oracle E-Business Suite now integrates with Oracle Transportation Management to enable transportation features and functionality in existing Oracle E-Business Suite products, including Oracle Order Management, Oracle Shipping Execution, Oracle Payables, Oracle Warehouse Management, and Oracle Purchasing. Oracle Transportation Management combines transportation planning and execution with freight payment, inbound freight logistics, and freight rating and routing. Oracle Transportation Management adds the following features and enhancements to Oracle Purchasing:
y y y y y y y
Carrier selection and tender Freight rating and routing Actual ship quantities update and re-rate Freight payment, freight payment audit, and approval Visible in-transit statuses Inbound carrier selection Inbound in-transit statuses
3.3.17
iSetup APIs
This feature makes it easier for customers to move Setup data between EBS instances. iSetup automates the setup and management of setup data for Oracle EBS. The iSetup migrator moves setup data across multiple EBS instances. Each business entity supported by iSetup requires an API created by the owning product team to handle export and import of setup data.
3.4
3.4.1
Mejoras 11.5.10
Pricing
3.4.1.1 Retroactive Price Changes
Prices for items on blanket agreements can change over the effective period of an agreement as a result of ongoing negotiations between the buyer and the supplier. In fact, it is common practice in certain industries to initiate and execute against an agreement with an interim price. A firm price may get finalized several months into the life of the agreement. In these scenarios it is possible that the updated price is applicable retroactively. Oracle Purchasing allows buyers to make price changes on Global Blanket Agreements and on Blanket Agreements. With 11.5.9, Oracle Purchasing allowed automatic updates to orders (Standard POs and Blanket Releases) referencing the modified agreements with the latest pricing as long as there was no receiving or invoicing activity against these orders. With this release Oracle Purchasing can optionally update prices on orders to reflect the latest agreement price, even if there has been receiving and invoicing activities against them. Additionally, for orders that have been received against, Oracle Purchasing automatically adjusts the accrued liability to reflect the latest pricing. Finally, for orders that have been invoiced, Oracle Purchasing automatically generates Price Adjustment Invoices in Oracle Payables. Depending on the nature of the change, the Payables department can then process either a payment or a Debit Memo request against the Price Adjustment Invoice.
Advanced Pricing and can also be used with the Retroactive Price Changes feature. There are three new APIs supported in Oracle Purchasing: Custom Pricing Date API: Allows businesses to call custom logic (e.g, pl/sql code) to determine the pricing date for purchases. For example, a company can use this API to set the pricing date as the requisition approval date or the expected shipment date. Custom Requisition Pricing API: Custom PO/Release Pricing API: Allows businesses to add logic to adjust the price on standard purchase orders and releases based on referenced source documents.
3.4.2
Logistics
3.4.2.1 Receiving Locator Support
Subinventory and locator functionality has been extended to the receiving dock allowing for an added level of granularity to receiving locations. It is now possible to specify receiving subinventories and locators on receiving transactions in addition to the receiving location, when importing these transactions via the open interface. This makes it easier to accurately track material on the receiving dock. Through integration with Oracle Inventory, receiving personnel now have access to the Inventory Material Workbench, providing a view of all the material contained in receiving sub-inventories and locators.
3.4.3
Accounting
3.4.3.1 Category Based Account Defaulting in Oracle Purchasing
Account generation workflow logic has been enhanced to add category specificity to the default expense charge account on purchase orders or releases. Companies can call out segments that will carry category specific values in the multi-segment charge account structure. The account generator workflow has been enhanced to construct the expense account based on a combination of the employee default expense account and the category specific rules. Equivalent functionality for expense account defaulting onto requisitions in Oracle Purchasing has been available since Release 11.5.9.
3.4.4
Open
Interface
The Purchasing Documents Open Interface (PDOI) currently supports importing of new blanket agreements, new standard purchase orders, and new lines on existing blanket agreements. With 11.5.10, you can add new lines and associated shipments to an existing standard purchase order. Similar to importing blanket agreements, you can specify that the new line should be brought in as approved, or you can import the new line as incomplete and then initiate the approval process. The standard purchase order will be revised and, upon approval, communicated to the supplier.
3.4.5
3.5
3.5.1
Mejoras R12
Document Publishing Enhancements
Release 12.0 further enhances the 11i10 feature, which introduced the ability to generate purchasing documents in Adobe PDF format.
In Release 11i10, generation of purchasing documents in Adobe PDF format required organizations to create layout templates in the form of XSL-FO style sheets. With Release 12.0, organizations can also use RTF or PDF layout templates which require little training to configure and maintain.
Publish Contract Additional parameters introduced in the concurrent parameter allowing selection of pre-defined Adobe PDF or RTF layout templates
One particular application of this feature is for public sector organizations to generate government forms (such as SF30, OF347 etc.).
3.5.2
3.5.3
3.5.4
3.5.5
3.5.6
Certain individuals or business roles need to be kept informed of purchases and decisions, but do not necessarily need to take action against that notification. Release 12.0 provides new functionality to allow certain individuals or roles to review the purchases, but do not require any response from the recipient.
3.5.7