Oracle Purchasing 採購

1. Oracle Purchasing採購

2. Outline • Purchasing Concept • Create Supplier Data • Supplier Merge • Supplier Query • Evaluation Supplier Performance • Create Approved Supplier List

3. Purchasing Concept • Oracle ERP Overview • Purchasing Process • Purchasing Integration

5. 手開請購Manually 存貨狀況Inventory 內部轉移Inventory 供應商交貨Supplier 自動產生訂購單 AutoCreate PO 核 准 Approval 應付帳款成立 MRP需求 在製品WIP 發票處理 External System • 各種採購單 PO • 標準式Standard • 合約式Contract • 大宗式Blanket • 計劃式Planned 收 貨 (料)Receipt 請購單處理 Requisition 應付帳款對帳 檢 驗Inspection 詢價RFQ(選擇性項目) • 定義企業流程 • 收料控制 • 核准及安全管制 • 交貨來源 • 採購預算管制 • 異動處理方法 總帳科目更新 發 放Release 判 退Reject 允 收Accept 核 准Approval 報價單收集Quotation • 異動處理 • 收貨Receipt • 調撥Transfer • 運送Deliver • 應計作業 • 暫記項目 • 傳票 • 月結 退 貨Return 供應商挑選Sourcing Rule 列印/EDI Purchasing Process

6. Purchasing Integration EDI Gateway Oracle Quality OracleInventory OraclePayables OracleMaster Scheduling/MRP OracleGeneral Ledger OracleOrder Entry OracleSupplier Scheduling OracleWork in Process OracleAssets OraclePurchasing OracleHuman Resources OracleBill of Material OracleProject Accounting OracleCost Management

7. Outline • Purchasing Concept • Create Supplier Data • Supplier Merge • Evaluation Supplier Performance • Create Approved Supplier List

8. Create Supplier Data • Looking for Supplier • Create New Supplier Information • Site-Specific Information • Supplier Site Information • Supplier Lists • Oracle System Operation

9. Purchase requisition 請購 Request for quote (RFQ) 詢價 Quotation 報價 Supplier Receipts 收貨 Payment 付款 Returns 退貨 Looking for Supplier Purchase order 採購

10. Supplier Supplier sites Washington, D.C. Chicago Paris Contact Contact Contact Contact Contact Contact Create New Supplier Information

11. Chicago Washington, D.C. Paris Online review 線上查詢 Payment method 付款方式 Terms and conditions 期限和條件 Performance 執行績效 Site-Specific Information

12. Terms and conditions 期限和條件 Payment method 付款方式 Washington, D.C. Chicago Paris Terms and conditions 期限和條件 Payment method 付款方式 Supplier Terms and conditions 期限和條件 Payment method 付款方式 Supplier Site Information

13. Outline • Purchasing Concept • Create Supplier Data • Supplier Merge • Evaluation Supplier Performance • Create Approved Supplier List

14. Supplier ABC Supplier XYZ Merge Washington, D.C. site Chicago site Paris site Old supplier XYZ merged with supplier ABC Supplier ABC Washington, D.C. Chicago Paris Supplier Merge

16. Outline • Purchasing Concept • Create Supplier Data • Supplier Merge • Evaluation Supplier Performance • Create Approved Supplier List

17. Chicago Washington, D.C. Paris 供應商績效評估 Overdue shipments裝運延遲 Invoice variance交貨清單不一致 Returns退貨 Cost成本 Evaluation Supplier Performance

19. Outline • Purchasing Concept • Create Supplier Data • Supplier Merge • Evaluation Supplier Performance • Create Approved Supplier List

20. Approved Supplier List Statuses

21. Creating an ASL Entry

23. Outline • Setup • Requisitions • RFQ and Quotations • Purchase Orders • Receiving

24. Set of Numbering • Requisition Number • RFQ Number • Quotation Number • PO Number • Supplier Number • Receiving Number

25. Set of Numbering

26. Document • Document security • Who can see it ? • Who can update it ? • Document approval • Who can approve it ? • Document routing • Who can I send it to ?

27. Document Type • Requisition • Purchase Requisition • Internal Requisition • RFQ • Bid RFQ • Catalog RFQ • Standard RFQ • Quotation • Bid Quotation • Catalog Quotation • Standard Quotation

28. Document Type • Purchase Order • Standard Purchase Order • Planned Purchase Order • Blanket Purchase Agreement • Contract Purchase Agreement • Release • Blanket Release • Scheduled Release

29. Document • Who can see it • Who can update it

30. Document • Who can approval it

33. Outline • Setup • Requisitions • RFQ and Quotations • Purchase Orders • Receiving

34. Overview Requisitions Demand Oracle MRP Oracle inventory Other systems Oracle WIP Import/reschedulerequisitions Manually create Approve Requisition Definerequisitiontemplate Create internalsales order Source ? Requisition Orderentry Requisition pool You can print, assign, and control requisitions.

35. Requisition Manually Create Demand Manually create requisition Approve or forward requisition Reject Approve Requisition pool

36. Requisition Manually Create

37. Requisition Manually Create

38. Outline • Setup • Requisitions • RFQ and Quotations • Purchase Orders • Receiving

39. Suppliers fromsupplier list Request for Quotation • Header information • Doc. type, ship-to, bill-to • Quote effective date • Line information • Quantity • Unit of measure • Target price • Min/max quantities • Terms and conditions • Hazardous materials • Multiple shipment quotations Supplier 1 Supplier 2 Enter RFQ Supplier 3 Overview of a Request for Quotation

40. Requisitionline pool RFQ RFQ Creating RFQ Automatic creation Query existing lines Manual creation Choose linesfromquery results

41. Quotations Requests for quotation Supplier 1 Supplier 2 Supplier 3 Supplier 4 Quote repository Approvesupplier quote Unapprove supplier quote

42. Quotation Approvals Supplier 1 Supplier 2 Supplier 3 Supplier 4 Quote repository ApproveSupplier 1 Item 1 Approve Supplier 1Item 3 Approve Supplier 2Entire quote ApproveSupplier 3 Item 2