FBDI - File Based Data Interface/Upload

4 Save file in UCM Server

5 Run Load Interface file for import
Item Import/ Supplier Import/Sales Order Import

Master Data FBDI - File Based Data Import

Locations Yes
Currency Conversion Rates TBD
Jobs TBD
Departments TBD
Positions TBD
Employee Load
Item Categories HDL Process
Items Yes
UOM No
Item Cost (Standard Costing Method) Yes
Price List Yes
Customer Yes
Sourcing Rule Yes
Sourcing Assignment Yes
Suppliers Yes
ASL No
Procurement Agents No
Sales Agreements Yes

Physical Inventory - Recoding Warehouse QtNo

Cycle Count Import Yes
Customer Profile Class Yes
#ERROR!
UCM: Universal Content Manager
Push to Interface Tables
Push to Base Tables

ADFDI (Webadi-EBS) - 5000 Records Task Level Upload (20D)

Yes Yes
Yes
yes
Yes
Yes

No Yes
No No
No Yes
Yes
Yes No
No
No
Yes
No
No
No Yes
No

TBD
No No
No TBD
Yes
Open Data FBDI ADFDI
On-hand (Inventory Transactions Template) Yes No
Onhand Yes No
Sales Orders(SourceSalesOrderImportTemplate) Yes No
Requisitions(RequisitionImportTemplate) Yes No
Purchase Orders(POPurchaseOrderImportTemplate) Yes No
Purchase Orders Schedules Close Yes No
No Yes
VB Add-In

Yes
Licensing
Client IT Head - Oracle Sales Team -> Invoice -> Payment -> IT Head Receives Email From Oracle
Test Application/Instance
Production Application/Instance
Ondemand Instance1 - Seperate Cost - 6 Months
Ondemand Instance2 - Seperate Cost - 12 Months
Client -> RFQ -> TCS/WIPRO/IBM -> WIPRO -> Project Manager -> Project Team (Functional Con

GAP: Custom Solutions-> Implement-> Test -> UAT -> LIVE

Demo Implementation Users

SCM_Impl
FIN_Impl
HCM_Impl
Demo Business Users
Casey.Brown
Calvin.Roth
Frank.Eagan
Valery.Tobinski

1 Implementation
Fusion Security - User
Rolescreation & User Management
2
3 User categories
4 Custom Role
5 Programs (Run Fresh Instance and After the upgrade)
Lightweight Directory Access Protocol (LDAP)

6 Implementation Project Creation (Optional)

7 Sandbox
8 Connect to the database
9 Enterprise Structure
a
b
c
d
e
f
g
h
i

Different Ways
 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34

Business User/Employee Creation

1
2
3
4
5
6
7
8
yment -> IT Head Receives Email From Oracle which has Application Details
https://XXXX-test.fa.ap1.oraclecloud.com/
https://XXXX.fa.ap1.oraclecloud.com/
https://XXXX-dev1.fa.ap1.oraclecloud.com/
https://XXXX-dev2.fa.ap1.oraclecloud.com/
ect Manager -> Project Team (Functional Consultant, Technical Consultants (developers))

Procurement/Finance/Projects
Procurement Transactions
Inventory Transactions
Sales Order Transactions

1. Employee - Run Programs/Reports/Jobs/Job Set- every Employee to company

2. IT Security Manager - User & Role Management- Only Admin of company
Table: PER_USERS
3. Application Implementation Consultant - Access to Setup & Maintainance
4. ESS Administrator - View & Manage all ESS Jobs submitted by the users - Manage Programs Submitted all the users
Control User Name Generation, Pwd Policy & Notifications
Manually, Duplicate Existing Role (Add, Remove PRV)
Retrieve Latest LDAP Changes - (It Synchronizes users, roles, and role grants with definitions in LDAP.)
Send Pending LDAP Request - (Manages requests to create or update users, roles and role grants in LDAP.)
Import User and Role Application Security Data
Managing Tasks & Project Status/Monitoring
Apperance (Theme, Logo)
3rd Party Tool - SQL Connect
Fusion - Enterprise Structure
Enterprise
Division (optional) - LOB Constru) O(Tele, R Region (US, AU,CA, IND) - US Tele, IND Tele, US Const, IND Constructions
Ledger - Currency, Calendar, COA, SLA (Standard Accrual)
Legal Entity
Business Unit
Item Master Org (Logical Org)
Inventory Organization
Subinventory (Warehouse)
Locator (optional)

Reference Data Set

Rapid Implementation (Till the BU)

Manual
Reference Data Set (COMMON) Or Define your Reference Data Set
Manage Location (Enterprise, Business Unit, Inv Org1, Inv Org2)
Enterprise (Edit)
Legal Address
Create Legal Entity
Associate LDG to Legal Entity (UAE_Ldg)
Currency (Use Existing Currencies)
Accounting Calendar
Value Sets - Company (Mandatory), Department, Account (Mandatory)
Create Structure
Structure Instance
Deploy
Valueset qualifier (COA value set values)
SLA or Accounting Method (Standard Accrual)
Ledger creation
Specify Ledger options
Associate Legal entity to Ledger(Assign Legal Entities)
Review and Submit Accounting Configuration - Verify Ledger Status
Business Unit
Business Functions(ASSIGN YOUR BUSINES UNIT FUNCTIONS-FUNCTIONS performed by business unit)
Manage Business Unit Set Assignment (Just Verify)
Manage Service Provider Relationship (Just Verify)
Item Master Org
Shift
Workday Pattern
Schedule (Calendar)
Create Locations for Inventory Organizations
Physical Inv Org's (Hyd, Blre) (New York, California)
Sub inventories
Locators
Value Sets - Block, Floor, Room
Structure
Structure Instance
Deploy

My Client Groups -> New Person/Employee Icon and S&M-> Manage User Task
Department
Jobs
Position
Auto Provision Roles
Employee Creation (Setup Task -> Manage User (Short Details), Home Page -> My Client Groups -> New Person (Full Detail
Data Access
Assign Roles - Job of an Employee
HDL Process (Technical) - Bulk creation/upload Employees & Roles
Fusion EBS
Role (Abstract Role, Job Role) Responsibility
Duties Menu
Privileges Function
Data Security View, Update Function

EBS - Multi Org Structure

Business Group
NA
Ledger - Currency, Calendar, COA, SLA
Legal Entity
Operating Unit Manage Purchase Order
Item Master Org
Inventory Organization
Subinventory
Locator

https://www.youtube.com/watch?v=vSOGiMepkh4
Deploy
Manage Legal Entity HCM Information

1.Finance Consultant, Finance Manager, Client/Company Auditor

2. Country
COA 3. how you want to view/track financials reports

Company Location
01- Training, India
02- Staffing US

IND Str INS US STR INS

IND USA
4 3

Predefined, Dynamic, Item Level

Row, Rack, Bin, ASIN
Block, Floor, Room

Role: Human Resource Specialist

Task: Manage HCM Role Provisioning Rules

ADFDI
HCM Data Loader
EBS Fusion
Order Management View Create/Custom
Order Management Administrator Order Administrator
Order Management Super User Order Manager Warehouse Manager
Order Management User Order Entry Specialist Warehouse operator

Create Purchase Order

Submit Purchase Order

Cancel Purchase Order
nt, Finance Manager, Client/Company Auditor FG

view/track financials reports

Structure
5
Category Product Account
Sales EBS SCM Salaries
Maintainence Fusion SCM Cash
Service EBS Finance Furniture
Fusion Finance Rent

UK STR INS SG STR INS CH STR In

UK SG CHINA
5 2 2
Super User
User
Accessories Spare Parts Service
Product Management

1
2
3
4
5
6
7
8
9
10
11
12
13
14

Item Upload
FBDI - File Based Data Import
1
2
3
4
5
6

Tables
Product Model

Activities
1
2
3
5
7
8
9
 Item Life Cycle Phases
Manage Item Statuses
Manage Item Types (Lookup)
Manage Operational Attribute Group
Manage Item Class
Manage Unit Of Measures
Item Catalog -> Categories -> Assign to functional area
Item Profile options
Assign Roles - Product Manager, Product Data Steward
Provide Data Access - Inventory Org's
Try - Single Item Creation, Copy Item, Multiple Items (10)
Compare Items
Mass updates (like assigning category to all items etc)
Delete Groups

How to upload items in oracle fusion | Bulk upload of items | File Based Data Loader | Item FBDI
d Data Import
Download Spreadhsheet from Oracle Site - Public Url
Fill the data & Validate the Data
Convert the spreadsheet into CSV, ZIP that CSV file
Save file in UCM Server (.Zip)
Run 'Load Interface file for import'
Item Import/Import Supplier/Import Sales Order/Import Customers

EGP_SYSTEM_ITEMS_B
EGP_SYSTEM_ITEMS_INTERFACE

Upload -> Interface Table -> Base Table

Single Item creation

Multiple Item creation
Try Item FBDI Template - Create, Update
Item deletion process
Try changing catalog assignment from Org - Master level
Remove catalog assignment from functional area and assign new catalog to it.
Try Item catalog - FBDI template
 Job Roles

HCM Role

S&M Design, Prototype, Production, Obsolete

S&M Active, Inactive, Temp Hold
S&M FG, KIT, SubAssembly, ATO, Spare Part, Service Item, Online Training, Classroom Tra
S&M 278 Attributes, Shippable-> Yes, Returnable -> Controlling Master/Org
S&M Item Pattern, Security, Templates, Approvals ( Root Item Class
S&M No Seeded Data, 19d- Task level upload
Dashboard, S & M
S&M Site, User 5 Profile options

Data Access Not Required, Since we provided access at Item Class Setup Level

a Loader | Item FBDI

Download
Fill the data
.Zip File
UCM=Universal Content Manager
Interface Tables
Base Tables
 Product Manager Used to define items manually
Product Data Steward Used to upload items using FBDI Process
Human Resource Specialist

ne Training, Classroom Training etc

Master/Org

Unit Measures Class - Base UOM

UOM
Conversion
1.Intra Class Conversion (within) Item
2.Inter Class Conversion (across) Item
3.Standard Conversion All Items 1 Doz = 12 Eaches
Time Min
Sec
Hrs

Area Sq feet Currency INR

Sq inches USD
Acres SGD
KRW

Quantity Each (Base UOM) Volume Ltr

Box Barrel
Dozen
Pack
1 Dozen = ? Each
1 Box = 50 Each
KG
Bag
Catalog Mini Pack
1 Doz = 12 Eaches
 Transactions Mis Receipt

Mis Issue

Subinventory Transfer

Movement Request (MR)

Inter org Transfer

Inventory Controls Lot Control

Serial Control
Locator Control
Revision Control

Counting/Accuracy Methods Physical Counting

Cycle Counting

Replinishment Method Min Max Planning

Open Data On-hand

Material Status Subinventory, Locator, Lot, Serial

Inventory Transaction Sources and Types

Pre requisite
1 Try Intransit Transfer Complete Receiving setups
2 Run Intransit Inventory Valuation Report Item should have cost
3 Try Enabling Lot & Serial for Sample Item
4 Try Physical Counting concept with serial & lot items
5 Try Cycle counting conept with serial & lot items
6 Try to use Cycle Counting - FBDI template
7 Onhand (Inventory Transaction) FBDI tempalte to upload normal, serial, lot based items
8 Control transactions using material status
9 Min Max Planning for serial/lot items
10 try to understand all 284 attributes at item level - it required to know for Item Upload
11 Item Category FBDI Template
12 Min Max Planning - Make Item
13 How Cancel Movement Request?
 14 Partial Picking for Movement Request? Cancel the remaining the quantity
15 Backdated transactions allowed or not?
Tables
1 INV_MATERIAL_TXNS All completed transactions information
2 INV_ONHAND_QUANTITIES_DETAIL on-hand information
3 INV_SERIAL_NUMBERS Serial number information
4 INV_LOT_NUMBERS Lot number information
5 INV_RESERVATIONS Item onhand reservation information
 Increase on-hand

decrease on-hand

SI1 -> SI2

RM -> Stores

Create & Submit -> Approvals -> Create Pick (Pickslip Doc) ->Con
Inv1 <--> Inv2
Direct
Intransit

Org, Item
Org, Item

Once/Twice in a year, count all the Items stock

Classifying Items - Imp - Daily, Med - Weekly, Low - Monthly

Buy - ORG,SI
Make - Org (Enter Source Org)
Note: Need not to enable Min Max at item level

based items
 Mis Trx are allowed

s information

information
Source -> Destination

Source -> Destination

Source -> Destination

Requisition (Manual), Auto - Pickwave, Replinshment, Job Movement Request

Automatically on-hand get update in the destination org

Source -> FOB -> Receive by Destination org
Hyd -> Blre, Intransit value report

Uniquness, Generation, Prefix

Uniquness, Generation, Number

Supplier -> Purchase Requisition (Purchase Price)

SubInventory -> Replinshment Movement Request

Source Type - Make

Always -> MFG Order/ Work Order
 Job Roles

ATLH

RM FG
FG RM
Source Org -> Dest Org
Source Org -> FOB -> Dest Org

ATLH ATLB
Program: Generate Serial Numbers

Process Supply Chain Orhcestration

Yes INV - PO (Purchase Requisition) (Import Requisitions)
No INV-INV

Yes INV-MFG
 Warehouse operator

Warehouse Manager

Inventory Manager

Receiving Agent
Supply Chain Operations Manager

on) (Import Requisitions)

Inventory Tranactions can be performed except Inventory Setups & Planning
Manages and analyzes all warehouse activities including analyzing materials management and logistics performance, managin
managing cycle and physical counts, configuring warehouse setup, and reviewing inventory balances.

Manages activities in the warehouse such as managing inventory transactions, planning inventory replenishment and managin
counts.

Performs receiving activities such as receiving expected shipment lines, inspecting received lines, correcting received lines, and
Monitoring Supply Orders from Supply Orchestration
 Fusion Number of hrs EBS Roles
1 Self Service Procurement (SSP) 10 iProcurement SSP/Requisition Procurement Requester You are able to create requisitions only for you.
2 Purchasing (PO) 10 Purchasing Procurement Preparer You are able to create requisitions for you as well as for others also
3 Sourcing 4 Sourcing Advanced Procurement Requester You are able to create Inventory/Item based requisitions
4 Supplier Portal (SP) - Free 2 iSupplier Supplier Supplier Administrator You are able to create the supplier
5 Procurement Contracts (Buy) 1 Procurement Contracts Supplier Manager Has to approve it.

Requester Who has the requirement of goods/service

Preparer Who is preparing the requisition
Buyer Responsible for procuring the good/service from the supplier & Communication

1 Suppliers Specify supplier numbering sequence Business Relationship Prospective Spend Authorized SI NO Supplier creation ways Approvals
Manage Supplier Type Lookup Purchase Order No Yes 1 Manually - Create Suppliers No
Tax Organization lookup Purchase Agreement No Yes 2 FBDI Upload/Import Suppliers No
Manage Supplier Product and Service Category Bidding Yes Yes 3 Registration
Manage Procurement Agent i.Internal Registration - Register Yes
Manage Supplier Descriptive Flexfield (Supplier, Supplier Site) SI NO Supplier creation invoking Areas ii.External Registration - Link Yes
Configure Supplier Registration and Profile Change Request 1 SSP
Configure New Supplier Notification Notes: GOAL 2 Sourcing
Configuration is set to 'Approval required for buyer modified lines' ,
Manage Audit Policies (Enable Objects & Audit Report Program) however when a buyer changes the price on an approved requisition there is no approval request sent

What is the purpose of 'Approval required for buyer modified lines'

Procurement Foundation Payment Terms Match Options
Freight Terms 2 Way (Service) PO = Invoice
Manage Carriers SOLUTION 3 Way (Goods) PO = Received = Invoice
The purpose of the action is the following:
Line Types (Goods, Fixed Price Services, Credit) 4 Waylines
While processing requisition (Goods)
into purchase orders, PO = Received = Accepted = Invoice
buyer may find it more meaningful to split a requisition line into two or replace the
original requisition line with a different line from the online catalog.
Manage Common Options for Payables and Procurement Communicate changes: To prevent the communication of
This option lets the buyer changes be evaluated and routed for change orders created from SOAP, REST, FBDI
Refer Notes Configure Requisitioning Business Function - Refere notes Enforce
approvalsupplier hold: set
by the same Wont to be ablerules
of approval to approve
used forpurchase orders
approving created with suppliers that are on hold
a requisition.
Allow manual price update on fulfilled orders: 1. Any associated schedule has Accrue at Receipt = Yes and quantity/amount received > 0 OR
Change Order Template 2. Any associated schedule has quantity billed/amount billed > 0 CO Number REV Number
Refer Notes Configure Procurement Business Function Internal Changes Yes No
Procurement Document Numbering External Changes Yes Yes
Refer Notes Purchasing Profile Options 5- Supplier communication , 3 - copy requisition dff to po , 1 - default prc bu, 1 - designate def browsingcategory/itemcategory, 1 - ASL validation for bpa, 2 - agreement upload
Purchasing Foundation Manage Hazard Classes
Manage UN Numbers
Manage Buyer Assignment Rules
Requisition Descriptive Flexfields
Purchasing Descriptive Flexfields
Manage Approved Supplier List Statuses TP Mode (Receiving Transaction Processor/Manage Receiving Transactions)
Receiving Receiving Parameters Batch Manual (Schedule - 60 Min)
Receiving Profile Options Online Auto Errors are displayed on page
Receiving Descriptive Flexfields Immediate Auto No errors are shown in page but error transactions sits into RCV_TRANSACTION_INTERFACE table
Req, PO Approvals (AMX) Requisition Approvals
Purchase document Approvals Requisition Conditions Purchase Order Conditions
Negotiation Approvals Manage Supplier Negotiation Approvals (Draft -> Active) Requisition Header Requisition Line Requisition Distribution Document Header Document Line
Manage Supplier Negotiation Award Approvals BU Category Charge Account Based ---- (.*)\\.(.*)\\.1112\\.(.*)\\.(.*
BU Category
Supplier Approvals Manage Internal Supplier Registration Approvals (Register Supplier) Requisition Amount Delivery to Location Natural Account Range Document Ordered Amount Delivery to Location
Manage Supplier Registration Approvals (URL) Currency Line Amount Currency Line Amount
Manage Supplier Profile Change Approvals Line Type Line Type
Manage Supplier Spend Authorization Approvals (Promoting Prospective -> Spend Authorized) Preparer Job Requester Job,Department Buyer Destination Type
Manage Internal Supplier Profile Change Approvals DFF DFF Document Type (Std, BPA,CPA) NA
User Defined Attribute (Convert to Base Currency) Backing Requisition Exists
Types of Approval Hierarchies Supervisor Hierarchy Cost Center Manager Change Order Type - External/Internal Change in the amount
Position Hierarchy/Tree
Job Level Hierarchy AMX Approval Management Extension
Approval Group Rule Name
Single Approver Conditions : Amount <,>,Between
Action1 Supervisor Hierarchy
Procurement Transaction Account Rule (TAB/TAD) Manage Mapping Set (optional) Action2 Position Hierarchy
Manage Account Rule Job Level Hierarchy
Manage Transaction Account Definitions (TAD) -> Active Approval Group
Manage Subledger Accounting Options - Purchasing Single Approver
Stage Pre Approval
TAB Main Conditions Main Approval
"Destination Type Code"(PO,S,S) = INVENTORY "Inventory Item"."All" Is not null Post Approval
"Destination Type Code"(PO,S,S) = EXPENSE "Requisition Charge Account"."All" Is not null Routing FYI
"Destination Type Code"(PO,S,S) = Drop Ship "Project ID"(PJC,S,S) Is not null Parallel (Consensus, First Responder Wins)
"Destination Type Code"(PO,S,S) = MANUFACTURI User Preferred Account Serial
"Document Type Lookup Code"(PO,S,S) = REQUISITION
"Document Type Lookup Code"(PO,S,S) = Purchase Order
"Item Asset Indicator" = Y To identify Asset Item/Expense Item

Business Transactions
1 Suppliers Model Create Suppliers (No Approvals) - Supplier Manager
Register Suppliers (Internal) - Supplier administrator
External Registration
Prospective -> Promote -> Spend Authorized Supplier
FBDI Template
Approvals
how Supplier setup level options are defaulted to purchase order
Roles
Tables
Supplier Audit History

Requisition Roles & Data Access Procurement Requester, Procurement Preparer, Advanced Procurement Requester (Item Based)
Preferrences
Non Catalog Requisition
Item Based Requisition Role: Advanced Procurement Requester

Purchasing Non Catalog Requisition

Convert into purchase order
Receipt
Blanket purchase agreement
Contract purchase agreement
ASL (Create Manually, Automatic -Generate Approved Suppliers List Entry Program)
Change Orders (Intiated party -Buyer)
Change Orders (Intiated party -Requester)

Receipt Routing Methods Direct

Standard
Inspection
Returns
Corrections
Unordered Receipts

Vaction Rules: Refer notes Setting for him self Delegate: Buyer1 submitted the PO, Buyer2 vacation Rule (Buyer7) - Email Notification, Bell Notification (Buyer7), Email Notification (Buyer2) Either Buyer2 or Buyer 7 any one can approve - Buyer3, Buyer4,.....
Setting for others as a Admin Reassign: Buyer1 submitted the PO, Buyer2 vacation Rule (Buyer7), Email Notification, Bell Notification (Buyer7) only Buyer7 should approve, Buyer 8, Buyer9 ....
Reassign notifications to others from BPM as Admin

BPM-PO Notifications Approval Reminder Notifications

Escalations
Don't send multiple notifications for the same human task event

Touchless Buying/Automatic PO Creation

(without negotiated checkbox) Requisition Business Function options - "Create orders immediately after Requisition import"
Agreement Required
Automatically (BPA/CPA)
generate orders & Automatically submit for approval (optional)
at agreement level
Default Buyer - Procurement Business Function options

Touchless Buying/Automatic PO Creation

(Negotiated checkbox) Procurement Business Function Options - Enable "Autogenerate orders from requester-negotiated requisition lines"
Default Buyer - Procurement Business Function options
Agreement level - Automatically generate orders & Automatically submit for approval
Create a Requisition manually by enabling negotiated check box and mention the supplier details and application should create the PO and submit for the approval.

Purchase Order Document Header/Line/Schedule SDhip-to: Preferences->Requistion->Purchase Order

Bill-to: Supplier site
Ship Method: 1.Agreement, 2. Supplier Site, 3. Purchasing options
Freight Terms: 1. Supplier Site, 2. Purchasing options
Payment Terms: 1.Agreement, 2. Supplier Site, 3. Purchasing options
Receiving Control: 1. Item 2. Supplier Site, 3. Receiving Parameters
Routing Method: 1. Item 2. Supplier Site , 3. Receiving Parameters

Couple options: FBDI, ADFDI, Rest API (Technical), SOAP UI, Standard Program
Mass Update of purchase order Updating the Buyer Program: Reassign Purchasing Documents
Bill to location/Ship to location
Cancel
Close ADFDI (Can handle 5000 records), REST API
Finally Close ADFDI (Can handle 5000 records), REST API

PO PDF/Layout BI -> Shared folder -> Procurement -> Purchasing -> Purchase Document PDF Report
PO Supplier Communication Email Subject & Body BI -> Shared folder -> Procurement -> Purchasing -> Purchase Document Email Report

Purchase Order Email Communication - AutomaticSupplier Master - Provide Email id

Purchasing Profile options - Enabling, From Email Address
Procurement Business Function - Maximum File Size Megabytes
Enable CC,BCC functionality - 21B new feature

Position Hierarchy Steps Create Department

Create Jobs - Must Enter Job Level
Create Positions & Department, Job
Assign Job & Position to employee
Create Position Tree (Tree -> Tree Version -> Top Position -> Followed Position)
Active - Online Audit
Flattening (Row or Column)
Configure Approvals
Test
Employee/Supervisor Hierarchy
Create Employee, Manager to the employee
Configure Approval Rules Based on Matrix provided in the Middle
Create Transactions/Documents
Verify Approval Notifications & Approve it.

Job Level Create Job (Must Enter Level)

Create Employee and Assign Job
Configure Approval Rules Based on Matrix provided on the Middle
Create Transactions/Documents
Verify Approval List
Verify Approval Notifications & Approve it.

Purchase Order Statuses Incomplete -> Pending Approvals -> Pending Supplier Acknowledgment-> Open -> Closed -> Finally Closed (At Invoicing step - enable final match check box)
Line Statuses Incomplete -> Closed for receiving -> Closed for invoicing -> Close -> Finally close

Supplier Portal Create user account for supplier Supplier Roles - 7 Roles
Manage Supplier User Roles
Purchase Order Acknwoledgement Supplier Self Service Clerk..............
Purchase Agreement Acknwoledgement Supplier Sales Representative
Updating the purchase order (Document and Schedule only allowed) Supplier Customer Service Representative
ASN - Advance Shipment Notice Supplier Bidder
Change Order Initiated by the supplier

Sourcing/Tender Create Tender (RFQ, RFI, Auction)

Tender/Negotiation -> Internal Approval -> Active -> Response -> Identify Best Response -> Award the Supplier -> Internal Approvals -> Outcome (PO,BPA,CPA)
Standard Negotiation - One Stage
Tender Template
Two Stage Negotiation - Technical Review & Commercial/Finance Review (Two Stages)
Surrogate Response
Create RFI - No outcome Blind: Only Buyer can see responses
Create Auction Sealed: Buyer & Supplier can see responses after negotiation is unlocked
Approval Attributes in the Negotiation Approvals
Create Requisition and Convert to Negotiation (Document Builder)
Setups
Negotiation Styles (Control the sections, defualt information)
Cost Factors
Cost Factors List
Attributes List

SSP Non Catalog Requisition

Information Catalogs - Information and Tips
Create Content Zone & Add Informational Catalog
Smart Forms/Request Forms & Add to Content Zone
DFF, Information Templates, Smart Form
Purchasing News
Browsing Category Hierarchy
Local Catalog (if no agreement, then list price is considered)
Punchout Catalog
Public Shopping List
Item Based Requisition
Approvals
Duplicate, Cancel, Reassign Requisition, Withdraw & Edit (Approved, Pen Reassign will send any notification to Preparer ? (Email/Bell Notification)
Roles
Tables
Purchase Order (Document Builder/Autocreate)
Receipt
Mass Cancel of Requisition Lines (Easiest option REST API)
Requester initiated change order
Buyer initiated change order

Procurement Contracts/Buy Contract Contract Between

Specify Supplier Company
Contract and Supplier
Management Business Function Properties

Sections
Clause Type
Clause
Folder
Terms Template
Contract Creation
Numbering Sequence
BPM- TemplateApprovalHumanTask
BPM- ContractClauseApproval
BPM- ContractsApproval
Cycles

Standard Sales Order/Order to Cash Cycle

Pick/Ship

Sales Order Status

Header
Line

Picking/Shipping
Order Management

Pricing

GOP - Identify Source, Generate Schedule Ship Date

DOO

Jeopardy
Jeopardy Threshold setup

Pre Transformation Rules (Def Rules)

Post Transformation Rules
Enterprise level -> User creation: None
Sale Person
Create Custom Role to see reference datasets in the dropdown

Manage Resources
Line Adjustment Lookups
Adjustment Reason
Generic Holds
Credit Holds
Credit Limit
Manage Order Management Parameters
Manage Order Management Parameters
Stackholder notifcations
Sales order pdf document
Sales order email template body
Pickslip, BOL, Packslip, Commercial Invoice Etc.
Processing Constraints
Manage Order Profiles
Picking Rule

Business Tranactions

Drophship Setups
Dropship Sales Order Statuses

Dropship Scenarios

Dropship Returns

Standard Sales Order

Types

Return Sales Order/RMA - Reference

Return Sales Order/RMA - UnReferenced

Types

Transfer Order Setups

1
2
3
4
5
6

Transfer Order Steps

Sales Order Scenarios

Cancelation Scenarios
Observations 01/JUNE/2021

Back to Back Sales Order -Buy -Purchase Order

Back to Back Sales Order Observations (05 March 2021)

Back to Back Make -Work Order

Order Management Tables

Shipping Tables

Pricing Tables
Order Management
Pricing
Global Order Promising (GOP)
Distributed Order Orchestration (DOO)
Inventory
Procurement

Standard Sales Order (Ship & Bill)

Ship only
Bill only
Counter Sales

Return Sales Order (Return & Credit)

Return only
Credit only
Drop ship sales order
Back to Back Sales Order (Buy (Purchase Order), Make (Work Order))
Transfer Order (IR, ISO)

Enter Order
Submit - Sales Order Approvals, Credit Holds & Respective Orchestration
Release Sales Order - Pickslip Report
Picking (Source SI - Stage SI)
Shipping - BOL, Packslip, Commercial Invoice Report, (Shipment Interface) ITS
Import AutoInvoice
Invoice
Receipts
Cash Management
General Ledger

One Step Process (Auto)

Two Step Process (Either pick or ship confirm is manual)
Three Step Process (Manual)

Draft> Pending approval > approved>> Processing> Closed (Update or Close Sales Orders)
Not Started -> Created/Entered -> Scheduled (GOP) -> Reserved -> Awaiting Shipping -> Shipped -> Awaiting Billing -> Close

Release Sequence Rule

Pickslip Report Grouping Rule
Pick
Ship Release
ConfirmDocuments
Documents--Print
Print Pick
Bill ofSlip Report
Lading report, Print Packing Slip Report
Shipping Document Job Set Rules (optional)
Ship Confirm Rule
Stage Sub Inventory
Manage Document Sequences
Document Categories - BOL, PKSLP
document Sequencing - BOL, PKSLP
Shipping Parameters

Pickwave Rule (Release Rule) - Auto/Manual

Manage Carrier Lookups
Ship Methods/Carrier
Freight Terms (lookup)
Payment Terms
Manage Order Management Parameters (Item Validation Org)
Activate Credit Check on Order Submit
Credit Check Failure at Order Submit
Start Sales Order Approval Process -> Yes/No

From Address for E-Mail Messages

Manage Document Sequences
Sales Order Approvals

Customer Profile Class - Credit Limit

Customer
Pricing Roles
Pricing Profiles Lookups (Extend)
Customer Pricing Profiles (ORA_QP_CUSTOMER_VALUE_RANKINGS)
Pricing Segment Lookup (ORA_QP_CUST_PRICING_SEGMENTS )
Manage Pricing Segments
Manage Pricing Parameters
Employee (Just verify roles assigned sofar)
Roles
Manage Data Access for users
Manage Price List
Return Price List
Shipping Charges List
Discount List
Manage Pricing Strategies
Manage Pricing Strategy Assignments
Service Mapping
Matrix Classes

Manage Planning Source Systems

Collect Planning Data (Source System (OPS) -> Destination System (OPS)
ATP Rule
Sourcing Rule - Transfer from (SO), Buy (DP), Make (ATO)
Profile option (MSC_SRC_ASSIGNMENT_CATALOG )
Sourcing Assignment
Manage Administrator Profile Values (MSP_DEFAULT_ASSIGNMENT_SET)
Refresh and Start the Order Promising Server

Manage Orchestration Process Definitions

Generic Process: DOO_OrderFulfillmentGenericProcess
Bill Only: DOO_BillOnlyGenericProcess
Ship Only: Custom
Return with receipt & credit: ReturnOrderGenericProcess
Return with credit only: DOO_BillOnlyGenericProcess
Return with receipt only : Custom
Order Type Lookup (Sales Orders: ORA_DOO_ORDER_TYPES Return Order: ORA_DOO_RETURN_LINE_TYPES )
Making order type as mandatory field
Manage Process Assignment Rule for sales orders
Manage Jeopardy Priorities
Manage Jeopardy Threshold Definitions
Add Tools -> Security Console -> Roles -> Search for the seeded role you need to amend (e.g. Accounts Receivables Mana
Manage
2. Pretransformation
Edit the Defaulting
custom role-> click Rules forSecurity
on Add Function sales order
Policy-> Manage Trading Community Resource Sales Representativ
Manage Posttransformation Defaulting Rules
3. Click on Create Data Security Policy (the Start date of your new Data Security policy should be in the past, e.g. yesterday

Policy
Createname: Grant on
Employee-> SetId
Sales Repfor Resources
Data Resource: SetID Set
Copy - Accounts
Privilege: Manage Receivable Manager, Seeded
Trading Community Role Setup; View Trading Community Salesperson Setup;
Salesperson
Condition: All values

Assign Sales Person to Reference Data Set

Pricing Lookups
Manage Standard Lookup
Manage Hold Codes
Manage Hold Definitions
Receivables Customer Profile Class
Enable 'Activate Credit Check on Order Submit'
Enable 'Credit Check Failure at Order Submit'
Manage Business Event Trigger Points
Tools -> Report & Analytics -> Browse Catalog -> Shared Folder -> SCM->Order Management -> Sales Order Report
Tools -> Report & Analytics -> Browse Catalog -> Shared Folder -> SCM->Order Management -> Sales Order Email
You can find under warehouse operator folder
Manage Processing Constraints
Manage Order Profiles (Retain Sales Order Number)

Enable Profit center Business Unit under Business Functions

Add the Profit Center BU to the Inv Org
Manage Supply Chain Financial Orchestration System Options
Manage Financial
Create Drop Orchestration
Ship Financial Flow Qualifiers

Preparer for Procurement

Sourcing Rule (Buy from -> Supplier Name, Supplier Site)
Sourcing Assignment
Refresh and Start Order Promising Server
Add Item List Price

Sales Order Submission

SCO
Purchase Requisition
Purchase Order

ASN or AP Invoice Match

Header : Draft -> Processing -> Close
Line : Scheduled -> Requisition Created -> PO Created -> Awaiting Shipping -> Shipped -> Awaiting Billing -> Closed

Customer would like to change the ordered qty after the sales order submitted in the application -> Ans: Update Sales Ord
Customer wants to cancel a line in the sales order, so if you cancel Sales order line will it cancel PO line?
Customer would like to change the delivery date in the sales order ( delivery date means requested date) -> Ans: Delivery d
Customer would like to change the preferred shipmethod, if you change in sales order will it automatically changes in PO o
Entire sales order cancelled then PO get cancelled? Ans: Yes before shipping the sales order you cancel at any time respecti
Sales Order line has split into 2 lines for mutiple delivery locations, will it update PO automatically?
You can't return a drop shipment directly to the supplier. You must return the item to inventory first, and then return it to

Step1: Create RMA/Return Order

Step2: Receive the damage product into Inventory
Step3: Send Receipt Confirmation
Step4: Create Return to Supplier
Step5: Credit memo to customer
Step6: Return amount to customer
Step7: Create Debit memo to supplier
Step8: Receive amount from the Supplier

Enter the order

Submit the order
Release the order
Pick the order
Ship the order
Invoice
Receipt
Reconcilation
Posting to Ledger

Billonly
Shiponly
Countersales

Create Return Sales Order from the shipped order

RMA Receipt
Send Receipt Confirmation
Import Auto Invoice Program - Credit Memo

Create Return Sales Order Directly

RMA Receipt
Send Receipt Confirmation
Import Auto Invoice Program - Credit Memo

RMA with Receipt & Credit (ReturnOrderGenericProcess)

RMA with Credit (DOO_BillOnlyGenericProcess )
RMA with Receipt Only (Custom)
Item - Assign to both org's, Transfer order enabled - Yes, Internally Transferable-Yes

Item - Non Planned - Interorganization Parameters/Shipping Networks

Item - Planned (Sourcing Rule, Sourcing Assignement)
Shipping Parameters - Enforce ship method should be disabled
Enter Item Cost - Tranfer Cost
Destination organization location should be attached to destination org

Create Internal Requisition From Request Org/Destination Org

Run Process Supply Chain Orchestration Interface Program
Verify Transfer Order Creation in the Transfer Order Page
Pick
Ship
Bill
Receive

Create a new Item and respective setups and create sales order
Create a new customer and respective setups and create sales order
After reservation completed cancel the sales order/line and verify
Cancel the sales order after picking completed and verify
If sales order is cancelled - in the orchestration reservation step get cancelled automatically which means stock get unalloc
Lead time based ATP Rule
Partial Picking, Partial Shipping
Restrict Partial Picking, Partial Shipping
Try with No onhand for the item - the the item is scheduled, but as there is no onhand the order is stuck in reservation s
Auto (one step process)- pick release is done manually, pick confirm is automated. in ship confirm, shipment number is au
Bill Only Sales Order - Shippable -No, Invoice - Yes
Ship Only Sales Order - Invoiced Enabled - No, Invoiced - No. created an ship only item in which invoice enabled and invoic
Partial shipment should not be allowed (Sales Order -> Allow Partial Shipment -> No) system allowed to select parital ship
Create a sales order in foreign currency (not in the functional currency) - currency override must be given in pricing strateg
Split the Order Line ?
Try to apply Manual/Automatic Discounts
Try the Shipping Charges PL to apply Freight chages to the sales order
Try with Bulk Release Sales Orders
Try credit holds, Release the holds
Without creating SA & SR for the item, we can fulfill the order by providing supply information in the sales order, so which
Order Cancelation - Submit, Picking (Source SI - Stage SI), Shipping (Not possible)
Sales Order Picking completed and customer wants to change the shipto location
Sales Order Picking completed and customer wants to change the ship date to next month
You wanted to send installation document/warranty document, User manual, how it is achievable
Sales Order can be created with Zero price and Invoice can be generated for Zero, which means Zero invoice is allowed
under one sourcing rule R1 - Org, R2- Supplier
is that possible to change customer after sales order submitted?

is that possible to replace the item after sales order submitted?

Mixed Orders

Configure supply chain ATP Rule

Sourcing RuleOrder
Create Sales is mandatory verified
(Item -> Back on 14JULY2022
to Back: Yes, Provide Purchase Price), Sales Order Level - Supply Table - Warehouse,
Preparer for procurement
Submit Sales Order
Verify Supply Order - Purchase Requisition
Create Purchase Order
Receive the stock
Pick
Ship
Invoice

Sourcing Rule is Required, Buy - Buy from (Global/Local), Make - Make at (Local Sourcing Rule)
In the sales order screen select the warehouse
Sourcing Assignment Set condition should be Item & Organization
Item should be back 2 back enabled
Requisition Preparer Preferences should be set to the sales order BU
Requisition business function options - Line type should be Goods
List Price/purchase price required
for the same item if you dont provide warehouse in the sales order screen it identifies as a drophship becuase of the Buy f
Item can be back 2 back enabled but it could be used for dropship based on the supplier selection in the sales order screen
User Requisition preference should be set to Inventory
During process requistion screen try changing the defaulted supplier
If there is enough onhand it is standard sales order and no onhand back to back order
Let say there is onhand-600 and create back to back sales order for 1000 qty will supply order created for 1000 or 400?
Buyer can see Sales Order Details in the Purchase Order Schedules -> Select View->All Columns (Customer Sales Order)

Create Sales Order

Submit Sales Order
Verify Supply Order - Work Order
Complete the work order
Receive the stock
Pick
Ship
Invoice

DOO_HEADERS_ALL
DOO_LINES_ALL
WSH_NEW_DELIVERIES
WSH_DELIVERY_DETAILS
WSH_DELIVERY_ASSIGNMENTS
QP_PRICE_LIST_ITEMS
QP_PRICE_LIST_CHARGES
 Roles Order Administrator
Order Management Order Entry Specialist
Order Manager
Order Orchestration Error Recovery Manager
Pricing Pricing Analyst
Pricing Administrator
Pricing Manager
GOP Order Promising Manager
Supply Chain Planning Application Administrator
Supply Chain Controller

EBS Fusion
Sales Order Header Sales Order Header
Sales Order Line Sales Order Line
Sales Order Fulfillment

Release/Pick wave 1. Print Pickslip Report

Pick Confirm

1.Manage Shipment Interface (ITS)

2.Print Bill of Lading Report
Ship Confirm 3.Print Packing Slip Report
4. Shipment Advice
5.Commercial Invoice

or Close Sales Orders)

waiting Shipping -> Shipped -> Awaiting Billing -> Closed

According the priority system will release sales orders

Task Name: Define Enterprise Scheduler
Usefull
Jobs to generate pickslip report
Task for Order
Name: Management
Define Enterprise Scheduler
Job Definitions and Job Sets
If a value is given in "Packing Slip
Document Sequence Category" field of
Manage Shipping Parameters, then for
this Document Sequence Category, there
should exists a Document Sequence with
Create -> Activate Rule -> Publish
Determinant Type as Legal Entity. If no
value is given in "Packing Slip Document
Sequence Category" field of Manage
Shipping Parameters, then system picks Shipping Parameters - Null, System Pickups Seed
up seeded Document Sequence Category PKSLP, Document Sequence Setup Determinent
(Name:PKSLP, Code: ONT: 2). For this Type Should Be Null.
Document Sequence Category, Shipping Parameters - Not Null System Pickups
Since
there we are exists
should selecting determinent
a Document type asSeed
Sequence legalPKSLP,
entity Document
create document categories
Sequence Setup
with Determinant Type as null Determinent Type Should Be Legal Entity.

Bill of lading, Packslip Report Notes: If a value is given in "Packing Slip Document Sequence Category" field o

Master Org, Credit Hold, Sales Order ApproIf no value is given in "Packing Slip Document Sequence Category" field of Man

For Sending SO Ack via Email to

Customer from our System
ORA_FOM_DOC_SEQUENCE_AUTO

Pricing Manager & Pricing Administrator

S&M
S&M Pricing Lookups
S&M Pricing Lookups
Product Manager, Product Data Steward,
Inventory Manager, Order Entry
Specialist,
S&M Pricing Manager, Supply Chain Linking Master Org to pricing module
Planning Application Administrator, Order
Promising Manager

Oracle Note id (FA: SCM: Pricing: How To Derive Pricing Strategy Based On Order Type (Doc ID 2287357.1)
Application: MatrixDomainAM (oracle.apps.scm.pricing.......) Configuration: MatrixDomainAMLocal, View Object: Custome

Enable Inv Orgs for Collections S&M

Supply Chain Planning Application Administrator, Order Promising Manager
 GOP

S&M
Scheduled process

Generic Flow (Ship,Bill), Ship only, Bill only Return with receipt & credit, return with receipt only, return with credit only

Order: ORA_DOO_RETURN_LINE_TYPES )
Sandbox -Create New Sandbox--Select Page Composer -Create and Enter- Go to OM Screen--Create order--Tools--Page Co
Linking Order Type = Orchestration (processName_Deprecated)

you need to amend (e.g. Accounts Receivables Manager) and create a copy role

nage TradingUsed to default

Community attrbutes
Resource after
Sales the sales order
Representative entered -> Next
Information
Used to default attrbutes after the sales 8
ta Security policy should be in the past, e.g. yesterday)

ing Community Salesperson Setup;

ORA_QP_LINE_ADJ_TYPES
ORA_FOM_ADJUSTMENT_REASON_CODE

Newly introduced in R13

Enter credit limit, Note: Credit Hold Check Box Yes: Takes every sales order to hold irrespective of credit limit

M->Order Management -> Sales Order Report

M->Order Management -> Sales Order Email
 "Destination Type Code"(PO,S,S) = INVENTORY 'Or' "Destination Type Code"(PO,S,S) = EXPENSE 'Or' "Destination Type Cod

optional

optional
optional
optional

Qualifier Condition, Dropship financial flow

ipping -> Shipped -> Awaiting Billing -> Closed

submitted in the application -> Ans: Update Sales Order it should update the Dropship PO
ales order line will it cancel PO line? Ans: After Creating Revision-->Edit--Now we can we can Cancel Line
delivery date means requested date) -> Ans: Delivery date changes in the Dropship PO
nge in sales order will it automatically changes in PO or not?
hipping the sales order you cancel at any time respective Requisition & PO get cancelld
ill it update PO automatically?
eturn the item to inventory first, and then return it to the supplier.
 Source System: Oracle Fusion Order Orchestration And Planning

ransferable-Yes

Result: Line/Header status changed to cancel and stock should be unreserved

Result: The stock is not automatically returned to the source SI, its available in the stage area for next sales order
cancelled automatically which means stock get unallocated and avaialble in the stage area, we can perform subinventory transfer to se
 there is no onhand the order is stuck in reservation step.
is automated. in ship confirm, shipment number is automatically created but the shipment status is open condition manually entered

an ship only item in which invoice enabled and invoice is disabled but the app is taking the item as a std sales order. in orchestration
Shipment -> No) system allowed to select parital shipment even if partial shipment is selected to no. order no. 155216. BUT when ent
cy) - currency override must be given in pricing strategy and default gl conversion type (currency conversion )should be given. you can

viding supply information in the sales order, so which means SA, SR is not required.
Not possible)
ipto location
ip date to next month
r manual, how it is achievable
ated for Zero, which means Zero invoice is allowed

Buy from - Supplier, Note: if onhand is there - no supply created

Sales Order Level - Supply Table - Warehouse

ke at (Local Sourcing Rule)

creen it identifies as a drophship becuase of the Buy from sourcing rule

ased on the supplier selection in the sales order screen or Buy from sourcing rule
 no onhand back to back order
1000 qty will supply order created for 1000 or 400?
> Select View->All Columns (Customer Sales Order)

Make - Mfg Organization (Local Sourcing Rule)

Ship Confirm - 80
Finance
Invoice Source
AR Transaction Type: XYZ
Configures all setup-related activities for order orchestration or order promising

Analyzes historical prices, trends and margins and then helps in determining future prices of products and services.
Manages price execution setup, customer pricing profile, pricing segments, pricing strategies and pricing rules.
Manages and approves pricing entities. Also manages price execution setup, customer pricing profile, pricing segments, pr

Pickconfirm ESS

Shipconfirm ESS
p Document Sequence Category" field of Manage Shipping Parameters, then for this Document Sequence Category, there should exists

ment Sequence Category" field of Manage Shipping Parameters, then system picks up seeded Document Sequence Category (Name:P

ype (Doc ID 2287357.1)

DomainAMLocal, View Object: CustomerPVO/BusinessUnitPVO etc)

Manage Planning Source Systems

h receipt only, return with credit only

M Screen--Create order--Tools--Page Composer---Select tab-Select the Order type box-Right Click--Edit Component - Override-> Expres

irrespective of credit limit

S) = EXPENSE 'Or' "Destination Type Code"(PO,S,S) = DROP SHIP

w we can we can Cancel Line

stage area for next sales order
can perform subinventory transfer to send back to source subinventory or can use for next sales order and our picker need not pick ag
atus is open condition manually entered the shipping qty when clicking ship confirm ,shipment status is not getting closed. order no.15

em as a std sales order. in orchestration i am seeing invoice step. order no 155214. created an order type as ship only and assigned o
to no. order no. 155216. BUT when entering shipment qty as partial system allows and accepts the shipment and closes it without an
cy conversion )should be given. you can select as corporate seeded which is a seeded conversion given by oracle
eterminant Type as Legal Entity.

ocument Sequence Category,

t rules to ship only order lookup and ship only orchestration. still system took the order as std sales order. order no 155217 . ship only
qty is not partial,its full qty. another sales order created and checked, the app behaviour is same . order no 155218
rder. order no 155217 . ship only orchestration is rds is common set. as it said in class orchestration can be assigned to any rds. also se
rder no 155218
assigned to any rds. also seeded orchestration is attached to common set.
 Fusion

1 Self Service Procurement (SSP): 25A Retire, Responsive SSP

2 Purchasing (PO)
3 Sourcing
4 Supplier Portal (SP) - Free
5 Procurement Contracts (Buy)
6 Supplier Qualification Management (SQM) (New Module)

Requester Who has the requirement of goods/service

Preparer Who is preparing the requisition

Buyer Responsible for procuring the good/service from the supplier & Communication

Requisition Status Incomplete -> Pending Approval -> Approved

PO Header/Line Status incomplete-> pending for approval -> open -> closed for receiving -> closed for invoicing -> closed

1 Suppliers

2 Procurement Foundation

Refer Notes

Configure Procurement Business Function: Notes

 3 Purchasing Foundation

4 Receiving

5 Req, PO Approvals (AMX)

6 Negotiation Approvals

7 Supplier Approvals

8
Types of Approval Hierarchies

9
Procurement Transaction Account Rule (TAB/TAD)

10 Receipt Accounting
P2P Accounting Impact
 11 General Topics

Mandatory Configurations
1 Common options for payables and procurement
2 Configure requisition business function
3 Configure procurement business function
4 Procurement Document Numbering
5 Procurement Agent
6 Transaction Accounting Builder
7 Receiving Parameters
8 APPROVALS
9 Purchase Order Document Layout
Optional Configurations
1 Line Types (Goods, Fixed Price Services, Credit)
2 Change order templates
3 Profile options
4 Document Styles
5 Payment Terms
6 Freight Terms
8 Buyer Assignment Rules

Business Transactions Suppliers Model

SSP Manage Requisitions

Manage Requisitions

Requisition Pdf Layout

Requisition Approval Email Body

Purchasing Types

Purchase Order Document Defaults

Manage Orders

PO PDF/Layout
PO Supplier Communication Email Subject & Body

Purchase Order Email Communication - Automatic

Change Order Initiating Party

Observe when Change order created and Revision Number Cr

ASL

Manage Agreements

Purchase Order Schedule - Close

Vaction Rules

BPM-PO Notifications

Routing Methods

Returns (RTV)

Correction
 Unordered Receipts
Touchless Buying/Automatic PO Creation (without negotiated checkbox,)

Position Hierarchy Steps: https://www.youtube.com/watc

Employee/Supervisor Hierarchy

Job Level

Purchase Order Statuses

Line Statuses

Supplier Portal
Sourcing/Tender

Setups

Procurement Contracts/Buy Contract

Business Transactions
1
 2

Important Observations How Ship To/Delivery Org

P1 - Org Default
P2 - Org Default
P3 - Location Default
P4 - Location Default
P5 -Org Default
P6 - Org Default

P2P Cycle Requisition -> RFQ -> Quotations -> Best Quotation -> Purchase Order -> Receipt -> Invoice -> Paym

Types Purchase Order

Blanket Agreement
Contract Agreement
 EBS

iProcurement
Purchasing
Sourcing
iSuplier
Procurement Contracts
New Module

he supplier & Communication

ed for receiving -> closed for invoicing -> closed

Specify supplier numbering sequence

Manage Supplier Type Lookup
Tax Organization lookup
Manage Supplier Product and Service Category
Manage Procurement Agent
Manage Supplier Descriptive Flexfield (Supplier, Supplier Site)
Configure Supplier Registration and Profile Change Request
Manage Audit Policies (Enable Objects & Audit Report Program)

Payment Terms
Freight Terms
Manage Carriers
Line Types (Goods, Fixed Price Services, Credit)

Manage Common Options for Payables and Procurement

Configure Requisitioning Business Function

Configure Procurement Business Function

·Creating a change order or canceling an order online, with SOAP request, or with REST request (including requester initiated c
Creating a change order using the file-based data import
Procurement Document Numbering
Purchasing Profile Options
Manage Hazard Classes
Manage UN Numbers
Manage Buyer Assignment Rules
Requisition Descriptive Flexfields (Header, Line, Distribution)
Purchasing Descriptive Flexfields (Header, Line, Distribution)
Manage Approved Supplier List Status
Receiving Parameters
Receiving Profile Options
Receiving Descriptive Flexfields
Requisition Approvals
Purchase document Approvals
Manage Supplier Negotiation Approvals (Draft -> Active)
Manage Supplier Negotiation Award Approvals
Manage Internal Supplier Registration Approvals (Register Supplier)

Manage Supplier Registration Approvals (URL)

Manage Supplier Profile Change Approvals
Manage Supplier Spend Authorization Approvals (Promoting Prospective -> Spend Authorized)
Manage Internal Supplier Profile Change Approvals
Supervisor Hierarchy
Position Hierarchy/Tree
Job Level Hierarchy
Approval Group
Single Approver
Manage Mapping Set (optional)
Manage Transaction Account Definitions (TAD) -> Active
Manage Subledger Accounting Options - Purchasing

DR: What comes in, CR: What goes out

Requisition
Purchase Order 100 USD

Receive

Delivery SI

Invoice
Roles
Reports
Tables

Carriers

Create Suppliers (No Approvals)

Register Suppliers (Internal)
External Registration (URL)
FBDI Template
Prospective -> Promote -> Spend Authorized Supplier
Approvals
how Supplier setup level options are defaulted to purchase order
Roles
Tables
Supplier Audit History

Non Catalog Requisition

Information Catalogs - Information and Tips
Create Content Zone & Add Informational Catalog
Smart Forms/Request Forms
DFF, Information Templates, Smart Form
Purchasing News
Browsing Category Hierarchy
Local Catalog (if no agreement, then list price is considered)
Punchout Catalog
Public Shopping List (Feature Cateogry, BPA)
Item Based Requisition
Approvals
Duplicate, Cancel, Reassign Requisition, Withdraw & Edit (Approved, Pending Approval)
Roles
Tables
Purchase Order (Document Builder/Autocreate)
Receipt
Mass Cancel of Requisition Lines (Easiest option REST API)
Requester initiated change order
Buyer initiated change order

Cancel Requistion
Duplicate Requistion
Withdraw, Edit & Resubmit
Add Attachements & Attachement Types
Reassign (change preparer name)
BI -> Procurement -> Self Service Procurement -> Purchase Requisition PDF Report
BI -> Procurement -> Self Service Procurement -> Requisition Approval Email Report

Standard Purchase Order

Blanket Purchase Agreement
Contract Purchase Agreement

Ship-to: Preferences->Requistion->Purchase Order

Bill-to: Supplier site
Ship Method: 1.Agreement, 2. Supplier Site, 3. Purchasing options
Freight Terms: 1. Supplier Site, 2. Purchasing options
Payment Terms: 1.Agreement, 2. Supplier Site, 3. Purchasing options
Receiving Control: 1. Item 2. Supplier Site, 3. Receiving Parameters
Routing Method: 1. Item 2. Supplier Site , 3. Receiving Parameters
Cancel of Purchase Order and purchase order lines before receiving and after receiving and partial receipt also
Mass Cancel of Purchase Order & Lines (PRC:PO:How to Mass Cancel Purchase Orders (Doc ID 2909810.1) - VBCS Excel sprea
Mass Update of Purchase Orders Header, Lines, Schedule, Distributions
Mass update of purchase order buyers (Reassign Purchasing Documents)
BI -> Purchase Document PDF Report
BI -> Purchase Document Email Report

Supplier Master - Provide Email id

Purchasing Profile options - Enabling, From Email Address
Procurement Business Function - Maximum File Size Megabytes
Enable CC,BCC functionality - 21B new feature

Buyer, Requester
Try this example

Approved Supplier List Entry - Manually

Automatic - Creating through Program - Generate Approved Supplier List Entries

Retroactive Pricing - Initiate Retroactive Price Update

Using the ADFDI Process

Setting for him self

Setting for others as a Admin
Reassign notifications to others from BPM as Admin

Approval Reminder Notifications

Escalations
Don't send multiple notifications for the same human task event

Direct
Standard
Inspection

Returns

Correct Receipt
Unordered Receipts
Create orders immediately after requisition import &
Agreement Required
Automatically (BPA/CPA)
generate orders & Automatically submit for approval (optional)
at agreement level
Default Buyer - Procurement Business Function options
Generate Orders (not required to submit in current release)

Create Department
Create Jobs - Must Enter Job Level
Create Positions & Department, Job
Assign Job & Position to employee
Create Position Tree (Tree -> Tree Version -> Top Position -> Followed Position)
Active - Online Audit
Flattening (Row or Column)
Configure Approvals
Test

Create Employee, Manager to the employee

Configure Approval Rules Based on Matrix provided in the Middle
Create Transactions/Documents
Verify Approval List
Verify Approval Notifications & Approve it.

Create Job (Must Enter Level)

Create Employee and Assign Job
Configure Approval Rules Based on Matrix provided on the Middle
Create Transactions/Documents
Verify Approval List
Verify Approval Notifications & Approve it.

Incomplete -> Pending Approvals -> Pending Supplier Acknowledgement -> Open -> Closed -> Finally Closed
Closed for receiving -> Closed for invoicing -> Close -> Finally close

Create user account for supplier

Manage Supplier User Roles
Purchase Order Acknwoledgement
Purchase Agreement Acknwoledgement
Updating the purchase order (Document and Schedule only allowed)
ASN - Advance Shipment Notice
ASBN - Advance Shipment Billing Notice
Invoice
Supplier Profile Changes
Supplier News
Responding to RFQ (Submitting the Quotations)

Create Tender (RFQ, RFI, Auction)

Tender/Negotiation -> Internal Approval -> Active -> Response -> Identify Best Response -> Award the Supplier -> Internal App
Standard Negotiation - One Stage
Tender Template
Two Stage Negotiation - Technical Review & Commercial/Finance Review (Two Stages)
Surrogate Response
Create RFI - No outcome
Create Auction
Approval Attributes in the Negotiation Approvals
Create Requisition and Convert to Negotiation (Document Builder)

Negotiation Styles (Control the sections, defualt information)

Cost Factors
Cost Factors List
Attributes List

Sourcing Lookups
Manage Sourcing Notifications

Contract Between Company and Supplier

Sections
Clause Type
Clause
Folder
Terms Template
Contract Creation
BPM- TemplateApprovalHumanTask
BPM- ContractClauseApproval
BPM- ContractsApproval
Numbering Sequence
Contract Expert Rule (CER) - Variable (should added in the clause), Constant, Questions, Rule
Notes

Create Requsition
Converted to Purchase Order (Auto create)
Receipt
 Purchase Order (Goods (Inventory), Services
Receipt
Verify onhand

Purchase Order (Goods - Expense Items - Pens, Papers)

Receipt

Blanket Purchase Agreement

Standard Purchase Order Based on Agreement
Receipts

Contract Purchase Agreement

Standard Purchase Order Based on Agreement
Receipts

Direct Purchase Order - Org Defaulted Procurement Options

Preferences Location tied Inv Org
If the Location untied, Requisition Options
Preparer Preference
Preparer and Requester different - Requester Employee Location eventhough Requester has preferences
Preparer and Requester different and Preparer Preference Location tied to Inv Org, Requester Location also tied to Inv Org , An
Preparer and Requester different and Preparer Preference Location tied to Inv Org and Requester Location is not tied to Inv O

n -> Purchase Order -> Receipt -> Invoice -> Payment -> Posting to Ledger

Price breakups, ItemA, ItemB, ItemC

Roles Roles

Roles Supplier Administrator

Roles Supplier Manager (Task: Create Supplier)
Roles Procurement Requester
Roles Procurement Preparer
Roles Advanced Procurement Requester
Buyer
Roles
Roles Procurement Manager
Roles Procurement Application Administrator
Roles Receiving Agent

Roles Category Manager

Roles Procurement Contract Administrator
Roles Procurement Catalog Administrator
Roles Receiving Specialist

GOAL
Configuration is set to 'Approval required for buyer
modified lines' ,
however when a buyer changes the price on an
approved requisition there is no approval request
sent

What is the purpose of 'Approval required for buyer

modified lines'

SOLUTION
The purpose of the action is the following:
While processing requisition lines into purchase
orders,
buyer may find it more meaningful to split a
requisition line into two or replace the
original requisition line with a different line from the
online catalog.
This option lets the buyer changes be evaluated and
EBS: Financials options routed for
approval by the same set of approval rules used for
EBS: Purchasing options (1 Section: Requisition) approving a requisition.
x x
EBS:
AllowPurchasing options
manual price update on fulfilled orders: 1. Any associated schedule has Accrue at Receipt = Yes and quantity/amount re
2. Any associated schedule has quantity billed/amount billed > 0

REQ,PO, AGR,NEG
3-Copy DFF, 6-Commu, 3- Def
Identify Buyer for a Requisition, Global Procurement

EBS: Receiving options

RCV_TP_MODE, SSP - 4 (Inventory, Transfer Order, Blind, Past Due Order), ERS-2
Header, Line

Tree -> Tree Versions -> Top Node -> Child Node

Accrual Account: Upto invoice is created, liability is

recorded in Exp AP Accrual account or Inv AP Accrual
Account. When
Distribution invoice is matched against a
Accounts
PO/Receipt, AP Accrual is relieved and Liability will
Charge Account
get accrued in Payables. Once invoice is paid, liability
is relieved.
Variance Account (Cost - Req/PO Price)

xxxxxxxxxx
No Acc Impacting
No Acc Impacting

Receiving Insp Acc DR 100 01-887-4553

Accrual Acc CR 100

Inventory Material Acc DR 100

Receiving Inspection Acc CR 100

Accrual Acc DR 100

Liability Acc CR 100
Tables
Requisitions POR_REQUISITION_HEADERS_ALL
POR_REQUISITION_LINES_ALL
POR_REQ_DISTRIBUTIONS_ALL
POR_REQ_HEADERS_INTERFACE_ALL
POR_REQ_LINES_INTERFACE_ALL

Purchase Order PO_HEADERS_ALL

PO_LINES_ALL
PO_DISTRIBUTIONS_ALL
PO_HEADERS_INTERFACE
PO_LINES_INTERFACE
PO_INTERFACE_ERRORS

Receiving RCV_SHIPMENT_HEADERS
RCV_SHIPMENT_LINES
RCV_TRANSACTIONS

POZ_SUPPLIERS, POZ_SITE_ASSIGNMENTS_ALL_M, POZ_SUPPLIER_CONTACTS

Category Hierarchy

BPA, Information Temples Descriptive Flexfields

Item Cateogry, BPA, Browsing Category, Local CatalogDetails: Supplier Punchout Url, Password,Suppler
Mapping Set, Punchout Catalog DUNS Number, Login Details

Role: Advanced Procurement Requester

Reassign will send any notification to Requester ?
Prev: View Requisition - All (Email/Bell Notification)

REST API:curl -u username:password -X POST -H "Content-Type:application/vnd.oracle.adf.action+json" -d 'request payload' "h

Agreement/commitment between company and

supplier to procure goods/services for certain
period/amount - Bulk Purchases, Price Breaks,you
One
knowtime
whichorder of purchase goods/services.
goods/service Agreement Amount
looking from supplier Yes
We don’t specifiy goods/service that you buy. Yes

https://docs.oracle.com/en/cloud/saas/procurement/21d/oaprc/purchase-orders.html#OAPRC126364
FBDI, ADFDI, REST API, VBCS

Limitation: 5000 Records

EX: Buyer1, Buyer2, Buyer3, 4,5,6,7,8,9

Delegate: Buyer1 submitted the PO, Buyer2 vacation Rule (Buyer7) - Email Notification, Bell Notification (Buyer7), Email Notifi
Reassign: Buyer1 submitted the PO, Buyer2 vacation Rule (Buyer7), Email Notification, Bell Notification (Buyer7) only Buyer7 s

Receive Expected Shipments

Receive Expected Shipments-> Put Away Receipt
Receive Expected Shipments-> Inspect Receipt -> Put Away Receipt
Enabled Requsition Options

Requred

Not Required in R13

Jobs Positions
Director - 30 ProcurementDirector
Manager - 20 ProcurementManager
Consultant - 10 ProcurementConsultant

Jobs Employees
Director - 30 MR C
Manager - 20 MR B
Consultant - 10 MR A
Enter a number to approve by number of employees ex: 1, 2, 3 in the Minimum Job Level field

Supplier Roles - 11 Roles

Supplier Self Service Clerk..............

Supplier Sales Representative
Supplier Customer Service Representative
Supplier Bidder
 Blind:
Sealed:Only Buyer
Buyer can seecan
& Supplier responses
see responses after
negotiation is unlocked

Contract - Buy:Contract Terms -> Sections -> Clauses

Contract Flow -> Information and Variables

S&M

Terms template approval

Clause Approvals
Contract Approvals

https://docs.oracle.com/en/cloud/saas/procurement/20c/fasca/approve-and-accept-procurement-contracts.html#FASCA232
EBS
Standard Purchase Order
Planned Purchase Order
Blanket Purchase Agreement Blanket Release
Contract Purchase Agreement Purchase Order
The purpose of the action is the following:
While processing requisition lines into purchase orders, buyer may find it more meaningful to
 Description

Manages supplier information and authorizes promotion of prospective suppliers to spend authorized.
Manages supplier profile and user provisioning.
Requisitions created for him self
Preparing requisitions for others
Create item/goods based requisitions
Procurement professional responsible for transactional aspects of the procurement processes
Procurement professional responsible managing a group of buyers in an organization
procurement applications configuration to meet the needs of the business.

Responsible for identifying savings opportunities, determining negotiation strategies, creating request for quote,
request for information, request for proposal, or auction events

Manage Catalogs, Content Zones, Browsing Category Hierarchy, Public Shopping List etc.

Requisitions
Internal Requisition
External Requisition

Business Relationship
Purchase Order
Purchase Agreement
Bidding

SI NO
1
2
3
4
5

SI NO

1
2
t = Yes and quantity/amount received > 0 OR 3

Receipt Routing Methods

Direct
Standard
Inspection

Match Options
2 Way (Service)
3 Way (Goods)
4 Way (Goods)

TP Mode (Receiving Transaction Processor/Manage Receiving Transa

Batch
Online
Immediate

AMX
Rule Name
Conditions : Amount <,>,Between
Action1
Action2

Stage

Routing

TAB Main Conditions

"Destination Type Code"(PO,S,S) = INVENTORY
"Destination Type Code"(PO,S,S) = EXPENSE
"Destination Type Code"(PO,S,S) = Drop Ship
"Destination Type Code"(PO,S,S) = Shopfloor
"Document Type Lookup Code"(PO,S,S) = REQUISITION
"Document Type Lookup Code"(PO,S,S) = Purchase Order
"Item Asset Indicator" = Y

Voting Regime (Parallel)

TAB Structure
SLA Structure
on+json" -d 'request payload' "https://servername/fscmRestApi/resources/version/purchase Requisitions/purchase Requisition UniqID"

Duration
Yes
Yes
tification (Buyer7), Email Notification (Buyer2) Either Buyer2 or Buyer 7 any one can approve - Buyer3, Buyer4,.....
fication (Buyer7) only Buyer7 should approve, Buyer 8, Buyer9 ....
Employee
Ravi
Manish
Rajesh
Fusion

Standard Purchase Order

No
Blanket Purchase Agreement
Contract Purchase Agreement
d it more meaningful to split a requisition line into two or replace the original requisition line with a diff
 used to create not catalog requisitions
used to create inventory/item requisitions

Source
Internal Organization
Supplier

Prospective Spend Authorized

No Yes
No Yes
Yes Yes

Supplier creation ways Approvals

Manually - Create Suppliers No
FBDI Upload/Import Suppliers No
Registration
i.Internal Registration - Register Supplier Yes
ii.External Registration - Link Yes

Supplier creation invoking Areas

SSP Internal Changes

Sourcing External Changes

outing Methods
Delivery SI One Step Process
 Receive - Delivery SI Two Step Process
Receive - Inspect (Accept/Reject) - Deliver SI (Putaway) Three Step Process

s
PO = Invoice
PO = Received = Invoice
PO = Received = Accepted = Invoice

Manage Receiving Transactions)

Manual (Schedule - 15/60/90 Min)
Auto Errors are displayed on page
Auto No errors are shown in page but error transaction

Approval Management Extension

Supervisor Hierarchy
Position Hierarchy
Job Level Hierarchy
Approval Group
Single Approver
Pre Approval
Main Approval
Post Approval
FYI
Parallel (Consensus, First Responder Wins)
Serial

"Inventory Item"."All" Is not null

"Requisition Charge Account"."All" Is not null
"Project ID"(PJC,S,S) Is not null
User Preferred Account

To identify Asset Item/Expense Item

Consensus
First Responder Wins

Application - Purchasing
TAB
Account Rule
Mapping Set
Ledger
Accounting Method/SLA
SLA Appli - PO, Rece, Pay, Re
Event Class
Event Type
e Requisition UniqID"

Good/Services Price Breakups

Yes Yes
No (No Lines) No
Price Breakups

Yes
JR Rule Set
Description Rule
Supporting Reference

JR Line Rule
Account Rule
Mapping Set
Purchase Order
Purchase Order
on line with a different line from the online catalog.
CO Number REV Number

Yes No
Yes Yes

PO Email Communication
1. Supplier Site level provide email id & Enable Communication -> Email
 2. Maximum Email File Size & PO Layout should be attached to Procurement Business Function Opti
3. Enable Email Communication Profile options Settings
4. Open PO -> Verify Document History & verify PO Communication Program output

e displayed on page
s are shown in page but error transactions sits into RCV_TRANSACTION_INTERFACE table

Requisition Conditions
Requisition Header Requisition Line Requisition Distribution
BU Category Charge Account Based ---- (.*)
Requisition Amount Delivery to Location Natural Account Range
Currency Line Amount
Internal Requisition Line Type
Preparer Job Requester Job,Department
DFF DFF
User Defined Attribute (
Cost Center Manager
ement Business Function Options

ogram output

PO Conditions
Document Header Document Line
BU Category
Document Ordered Amount Delivery to Location
Currency Line Amount
Line Type
Buyer Destination Type (Inventory, Expense)
Document Type (Std, BPA,CPA) NA
Backing Requisition Exists
Change Order Type - External/Internal Change in the amount
Req
Purchase Order 100 USD

Receive

Delivery SI

Invoice

Fusion Project Types

Roles

Questions
How number of years
How many modules - Purchasing, Order Managmenet, Etc.
How many number of users per module?
Quote
Negotiate
Invoice
Payment
Email About Application Details
No Acc Impacting

Receiving Insp Acc DR 100

Accrual Acc CR 100

Inventory Material Acc DR 100

Receiving Inspection Acc CR 100

Accrual Acc DR 100

Liability Acc CR 100

Implementation
Support
Enhancement
Rollout
Upgrade (Seperate - No)

Client - Tech Leads IT IT - TCS

Process Owners Delivery Manager
Super Users Project Manager
End Users/Normal Users Team Lead
SCM Consultant (Onsite/Offshore)
Finance
Technical (Integrations, Reports, Customization, D
Reports, Customization, Data Conversion, Personalization)
 Orchestration (DOO
Sales Orders
1 DOO_OrderFulfillmentGenericProcess
2 ShipOrderGenericProcess
3 DOO_BillOnlyGenericProcess
4 CustomDOO_ShipOnly
5 DOO_InventoryOrchestration
Return Sales Orders
4 ReturnOrderGenericProcess
5 DOO_BillOnlyGenericProcess
6 CustomDOO_ReturnOnly_NoCreditMemo

SO Entry -> Submit -> Schedule -> Reserve ->

Standard SO Pick -> Ship -> Invoice

SO Entry -> Submit -> Schedule -> Create Purchase

Requisition ->
Drop Ship SO PO -> ASN -> Invoice

SO Entry -> Submit -> Schedule -> Create Purchase

Requisition ->
Back to Back SO PO -> Receipt -> Pick -> Ship -> Invoice
Orchestration (DOO)
Standard Sales Order, Dropship Sales Order, Back to Back Sales Order,Bill Only, Ship Only
Standard Sales Order - Ship & Bill
Bill Only
Ship Only
Deducting onhand without performing picking & Shipping
RMA Receipt
Y
N
Y
,Bill Only, Ship Only
Sales Order Creation, Submit, Invoice
Sales Order Creation, Submit, Picking, Shipping

Credit Memo
Y
Y
N
A,B,C Serial Parallel First RW
A A Y
B B
C C
Supervisor Hierarchy Job Level Position Hierarchy
CEO - 70
Sapna EMD -60 POController
Kiran MD - 50 PODIR
Kethan VP - 40 POMGR
Naga Somesh DIR - 30 POASC
Prajot MGR - 20
ANL - 10

Emp Prajot - Job: ANL, Position: POASC

Krishna - Job: MD, Position: POMGR
Krian - Job: MGR, Position: PODIR
Consesus
Y
Y
Y
Approval Group Single Approver CEO - 70
EMD -60
Emp8 Buyer MD - 50
Emp6 Cost Center Manager VP - 40
Emp2 Specific Worker DIR - 30
Emp1 MGR - 20
ANL - 10
70000

30000
20000
10000
Setups
1
2
3
4
5

Client1
Client2+5
Client3
Client4
Client5
Client6

Small Customer
X
Y
Z

End Customer PS

End Customer PS = End Customer PST

End Customer PST

End Customer PL
40K

Oracle Notes Link

1
2
3
Client2
Customer Pricing Profiles
Pricing Segment
Assignment
Pricing Strategy
Price List

Client1
Client5

Scenario5

Scenario3 (BU Based Pricing = 2)

Client2+5

Create customers

Customer Pricing Profiles

Pricing Segment

Assignment

Pricing Strategy
Price List

Client1
Create customer

Customer Pricing Profiles

Pricing Segment

Assignment

Pricing Strategy
Price List

Client3
Client4
Client5

Assignment

Pricing Strategy
Price List

End Customer, Special Customers, Distributors, Employee,

Customer Pricing Profiles

Pricing Segment
Assignment
Pricing Strategy
Price List, Discount List, Shipping Charges List, Return Price List

Customer Pricing Profiles

Pricing Segment

Assignment

Pricing Strategy

Price List
Customer Pricing Profiles
Pricing Segment
Assignment
Pricing Strategy
Price List, Discount List, Shipping Charges List, Return Price List

Price is same for all the customers

End Customer, Special Customers, Distributors,
Price is different from Region to Region - BU to BU
Price List based on order type
Customer specific price list
Small Customer, Medium Customer, Large Customer

Large Customer
A
B
C

Prime Customer PS

Prime Customer PS = Prime Customer PST

Prime Customer PST

"
38K

https://docs.oracle.com/en/cloud/saas/supply-chain-management/21b/faupr/import.html#FAUPR2807444

Global Price List

Customer Behaviour
Customer Specific

A, X, Y
End Customer
End Customer Pricing Segment =End Customer Pricing Strategy
Customers
Customer Pricing Profile (Not Required)

Pricing Segment

Assignment

Price Strategy

Price List

Customers
Customer Pricing Profile

Pricing Segment

Assignment

Price Strategy

Price List

Customers
Customer Pricing Profiles (Lookup)

Pricing Segment (Lookup)

Assignment

Price Strategy

Price List

Customers
Customer Pricing Profiles (Lookup)

Pricing Segment (Lookup)

Assignment (Pricing Segment, Channel Method, Transaction Type) Matrix Class - BU, Order Type, Customer Country

Price Strategy

Price List
Discount List
Return Price List
Shipping Charges List

End Customer, Special Customers, Distributors

ABC, PQR, XYZ, IJKL, QWER

ABC, 123
Small Customer
End Customer PS

End Customer PS = End Customer PStra

End Customer PStra

End Customer PL
ItemA: 100$

Price is same for all the customers

ABC, PQR, XYZ

dont do anything

Null = Global Pricing Segment

Global Pricing Segment

Global Pricing Segment = Global Pricing Stra

Global Pricing Stra

Global Price List

Price is different from Region to Region - BU to BU

Price List based on order type
 Customer specific price list

Customer: ABC = ABC Pricing Strag

ABC Pricing Strag

ABC PL INR
500
s, Distributors, Employee,

Charges List, Return Price List

A,D,T - Special Customer

Special Customer === Special Customer Price Segment

Special Customer Price Segment= SP PSTRAG

SP PSTRAG === SP Customer Price List

SP Customer Price List

ItemA: 80
 All Customers = Null Yes, Customers - 3 Types
Null=Global Pricing Segment Amazon PSEG
Global P.SEG=Global Pricing Strategy Amazon PSEG=Amazon PSTRATGY
Global Pricing Strategy Amazon PSTRATGY
Global Price List Amazon PL

Null Global Price List for all customers

3 Price List
Matrix Classes IND BU, US BU
Matix Classes

Med Customer
P Q
Q W
R R
Amazon

Employee = Employee PS Distributor =Distributor PS

Employee PS = Employee PST Distributor PS = Distributor PST

Employee PST = Employee PL Distributor PST = Distributor PL

Employee PL Distributor PL
35K 34K

ement/21b/faupr/import.html#FAUPR2807444

end customer, Special, dis

End Customer B,D,P,Q

End Customer Pricing Segment Special Customer
Special Customer Pricing Segment = Special Customer Pricing Strategy
End Customer Pricing Strategy
End Customer Price List
ItemA - 100/-
ItemB- 200/-
ItemC-300/-
ABC PQR
NULL

NULL

Global Pricing Segment = Global Pricing Strategy

Global Pricing Strategy

Global Price List

ItemA=165/-
ItemB= EA=150/-
ItemB=DZ=1000/-

ABC PQR

PQR

PQR Pricing Segment = PQR Pricing Strategy

ABC PQR
ABC CPP PQR CPP

ABC CPP = ABC Pricing Segment "

ABC Pricing Segment = ABC PStr

ABC PStr PQR PStr

ABC PL PQR PL

ItemA - 90
ItemB - 80

ABC XYZ
Not Required

Not Required

IND Business Unit = IND Pstr US Business Unit = US Pstr

IND PStr US Pstr

IND BU PL US BU PL

PQR, 456 XYZ, 789, IJKL

Med Customer Large Customer
Special Customers PS Distributors PS

Special Customers PS = Special Customer PSDistributors PS = Distributor PStrag

Special Customer PStrag Distributor PStrag

Special Customer PL Distributor PL
98$ 92$
Customer: XYZ = XYZ Pricing Strag

XYZ Pricing Stra

XYZ PL

P, Q, R - Distributors

Distributors Price Segment

DIST PSTRAG

DIST Price List

ItemA: 70
 Special Customer
TXV PAS

TXV = TXV PS

TXV PS = TXV PST

TXV PST = TXV PL

TXV PL PAS PL
41K 42K

Special Customer C,E, H Distributor

Special Customer Pricing Segement Distributor
egment = Special Customer Pricing Strategy
Special Customer Price Stragtegy
Special Customer Price List
ItemA - 98/-
ItemB- 198/-
ItemC-298/-
 XYZ

Null = Global Pricing Segment Segment

ricing Strategy

al Price List

XYZ
PQR

PQR = PQR Pricing Segment Segment

PQR Pricing Strategy

PQR Customer Price List

AS46334=150/-

XYZ
XYZ CPP

"

XYZ PStr

XYZ PL

PQR
Normal Customer

Distributor Pricing Segment

 123 IJK

Corporate Segment Group Default = Corporate Pricing Strategy

123 IJK
QR

Corporate Segment Group Default = Corporate Pricing Strategy

IJK
MNO PQR

MNO

MNO