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Oracle R12 P2P Setup Guide

This document outlines the key setup steps for Oracle R12 purchase-to-pay (P2P) functionality including: 1) creating buyers, financial options, and purchasing options; 2) setting up document types; 3) creating approval groups and assignments; 4) establishing inventory items and cross references; and 5) configuring suppliers with addresses, contacts, taxes, and terms. The setup ensures that purchase orders, receipts, and payments can be processed correctly in the Oracle application.

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kumar
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154 views5 pages

Oracle R12 P2P Setup Guide

This document outlines the key setup steps for Oracle R12 purchase-to-pay (P2P) functionality including: 1) creating buyers, financial options, and purchasing options; 2) setting up document types; 3) creating approval groups and assignments; 4) establishing inventory items and cross references; and 5) configuring suppliers with addresses, contacts, taxes, and terms. The setup ensures that purchase orders, receipts, and payments can be processed correctly in the Oracle application.

Uploaded by

kumar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Oracle R12 – P2P Setup

Sno.
Description
Navigation
Purchasing
Setups
1
Buyer
Setup
PO
a
Setup
a
Personal
a
buyer
2
Financial
Option
Setup
PO
a
Setup
a
Organizations
a
Financial
Options
Accounting
Tab:
• Liability
,
prepayment
&
Discount
Taken
Accounts
Supplier
Purchasing
Tab:
• Inventory
Organization
Encumbrance
Tab
(optional)
Tax
Tab
(Optional)
Human
Resource
Tab:
• Use
Approval
Hierarchies
(if
Position
based)
3
Purchasing
Options
PO
a
Setup
a
Organizations
a
Purchasing
Options
Document
Control:
• Enforce
Full
Lot
Quantity
(Advisory)
• Receipt
Close
Point
(Accepted)
• Cancel
Requisition
(Always)
• Output
Format
(PDF)
Document
Defaults:
• Requisition
Import
Group
by
(Vendors)
• Line
Type
(Goods)
Receipt
Accounting:
• Accrue
Expense
Items
(Period
end)
• Accrue
Inventory
Items
(At
Receipt)
• Automatic
Offset
method
(none)
Document
Numbering:
RFQ
,
Quotation,
PO,
Requisition
4
Document
Type
Setup
PO
a
Setup
a
Purchasing
a
Document
Types
5
Approval
Group
Creation
PO
a
Setup
a
Approvals
a
Approval
Group
6
Approval
Assignment
Creation
PO
a
Setup
a
Approvals
a
Approval
Assignments
Inventory
Setups
7
Inventory
Item
Creation
INV
a
Items
a
Master
Items
• Choose
Organization
• Tools
Menu
a
Copy
From
(Template:
Purchased
Item)
• Assign
it
to
Child
Organizations
8
Item
Cross
References
(Optional)
INV
a
Items
a
Cross
References
• Profile:
PO:
item
Cross
Reference
Warning
• Purchasing
Options
a
Display
Disposition
Messages
Payables
Setups
9
Supplier
Creation
AP
a
Suppliers
a
Entry
• Create
Supplier
Quick
Update
Window:
• Address
Book
• Manage
Sites
(Communication,
Identification)
• Contact
Directory
• Tax
Details
(Rounding
Rule,
Tax
Registrations)
• Organizations
(D.U.N.S
Number,
Tax
Payer
ID)
Terms
&
Control:
o Accounting:
Liability
Account
o Purchasing:
Ship--‐to
&
Bill--‐to
Location
o Receiving:
Enforce
Ship--‐to,
Receipt
Routing,
Matching
Approval
Level
o Payment:
Payment
Method

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