Purchasing

FIRST AND FOREMEOST CREATE THE REQUISTION FOR THE GOODS YOU NEED IN THE ORGANISATION

CAPTURES

TABLES THAT ARE EFFECTED IN THE BACKEND AFTER CREATING THE REQUSITION



SELECT * FROM  PO_REQUISITION_HEADERS_ALL WHERE SEGMENT1='15926';-- SEGEMENT1 REFERES TO THE REQUISITION NUMBER in this Table Authorization_status tells whether the status is approved or not.



SELECT * FROM  PO_REQUISITION_LINES_ALL WHERE REQUISITION_HEADER_ID='543795'; -- LINES TABLES CONTAINS THE REQ_HEADER_ID

SELECT * FROM PO_REQ_DISTRIBUTIONS_ALL WHERE REQUISITION_LINE_ID='594243';--DISTRIBUTIONS_TABLE CONTAINS THE REQ_LINE_ID

SELECT *   FROM GL_CODE_COMBINATIONS WHERE CODE_COMBINATION_ID='13401';--GL-CODE_COMBINATION_ID CAN BE CAPTURED FROM THR GL_CODE_COMBINATIONS

SELECT * FROM HR_OPERATING_UNITS WHERE NAME LIKE 'Vision Operations%';

NOW THE REQUISITIONS HAVE BEEN CREATED

NOW CREATING THE REQUEST FOR QUOTATION AND THE TABLES THAT ARE EFFECTED

SELECT * FROM PO_HEADERS_ALL WHERE SEGMENT1='308'-- THIS TABLE CONTAINS THE RFQ NUMBER IN THE SEGMENT1

SELECT * FROM PO_LINES_ALL WHERE PO_HEADER_ID='314873'-- THIS TABLE CONTAINS THE LINE DETAILS AGAINST THE RFQ CREATED AND THIS TABLE HAS THE PO_HEADER_ID

SELECT * FROM PO_LINE_LOCATIONS_ALL WHERE PO_LINE_ID='387228'-- THIS TABLE CONTAINS THE LINE_ID AND PRICE BREAK DETAILS MAINLY IN THIS SECTION THE BUYER REQUEST FOR THE DISCOUNTED PRICE BUT THE ULTIMATE DECISION IS MADE BY THE SUPPLIER

FOR NOW LETS USE THE EXISISTING SUPPLIERS FOR THAT GO BACK TO THE REQUSITION FORMS QUERY FOR THE RFQ NUMBER AND ADD THE SUPPLIERS SUPPLIER  TO IT, ITS UPTO YOU AND SAVE IT.

NOW ONCE THE RFQ IS CREATED WE NEED TO RUN THE REPORT FOR IT, THIS REPORT NEED TO BE SENT TO THE SUPPLIER VIA EMAIL OR FAX.

THEN THE EFFECTED TABLES IN THE BACKEND ARE:

SELECT * FROM PO_RFQ_VENDORS WHERE PO_HEADER_ID=314873--THIS TABLE HAVE THE INFORMATION ABOUT WHO ALL THE SUPPLIERS GOT THE REQUEST FOR QUOTATION

SELECT * FROM PO_HEADERS_ALL WHERE SEGMENT1='308'-- THIS TABLE CONTAINS THE RFQ NUMBER IN THE SEGMENT1

SELECT * FROM PO_LINES_ALL WHERE PO_HEADER_ID='314873'-- THIS TABLE CONTAINS THE LINE DETAILS AGAINST THE RFQ CREATED AND THIS TABLE HAS THE PO_HEADER_ID

SELECT * FROM PO_LINE_LOCATIONS_ALL WHERE PO_LINE_ID='387228'-- THIS TABLE CONTAINS THE LINE_ID AND PRICE BREAK DETAILS MAINLY IN THIS SECTION THE BUYER REQUEST FOR THE DISCOUNTED PRICE BUT THE ULTIMATE DECISION IS MADE BY THE SUPPLIER

THEN NOW ASSUME THAT SUPPLIER RECIEVED THE RFQ REPORT AND SUPPLIER PERFORM ACTIONS HE GOES TO RFQ TAB QUERY FOR THE RFQ NUMBER AND COPY THE DOCUMENT AND CREATE A QUAOTATION.

THEN AUTOMATICALLY A QUOATATION IS CREATED IN THE QUAOTATIONS WINDOW, WHERE HE GIVES A PRICE BREAK THE FINAL DISCOUNTED AMOUNT AND PERCENT THEN NEXT FROM OUR SIDE WE NEED TO APPROVE THE QUAOTATION


THEN THE FOLLOWING TABLES THAT ARE EFFECTED IN THE BACKEND ARE:


SELECT * FROM PO_HEADERS_ALL WHERE SEGMENT1='501' AND TYPE_LOOKUP_CODE='QUOTATION'-- THIS TABLE HAS A COLUMN STATUS_LOOKUP_CODE HAS 'A' WHICH SAYS THE QUOTATION HAS BEEN APPROVED BY THE CUSTOMER.

SELECT * FROM PO_LINES_ALL WHERE PO_HEADER_ID=314876 -- THIS LINES ARE CREATED AGAINST THE HEADER_ID AND THE TABLE HAS THE PO-HEADER_ID

SELECT * FROM PO_LINE_LOCATIONS_ALL WHERE PO_LINE_ID=387231
THERE IS NO MUCH DIFFERENCE BETWEEN CATALOG  STANDARD RFQ,BUT IN BID RFQ WE HAVE SHIPMENTS WHERE WE CAN PURCHASE HUGE AMOUNT OF GOODS AND REST ALL PROCESS IS THE SAME AS IT IS.



ONCE AFTER CREATING THE QUOTATIONS WE NEED TO SEND IT TO THE CUSTOMERS AND CUSTOMERS APPROVE IT GOING BACK TO THE QUOTATIONS FORM.

SAME TABLES ARE EFFECTED WHEN PERFORMING ACTIONS ON RFQ AND QUOTATIONS.

1.)PO_HEADERS_ALL
2.)PO_LINES_ALL
3.)PO_LINE_LOCATIONS_ALL
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<<STANDARD PURCHASE ORDER>>

NOW CREATING THE PURCHASE ORDER AND THE FOLLOWING TABLES ARE EFFECTED IN THE BACKEND:


SELECT * FROM PO_HEADERS_ALL WHERE SEGMENT1='1' AND TYPE_LOOKUP_CODE LIKE 'STANDARD%'-- THE TABLE HAS AUTHORIZATION_STATUS COLUMN WHICH HELPS WHETHER THE PO IS APPROVED OR INCOMPLETE

SELECT * FROM PO_LINES_ALL WHERE PO_HEADER_ID='1'-- THIS TABLE CONTAINS THE LINES AGAINST THE PURCHASE ORDER

SELECT * FROM PO_DISTRIBUTIONS_ALL WHERE PO_LINE_ID='1'--THIS TABLE CONTAINS THE CODE_COMBINATION_ID 

SELECT * FROM GL_CODE_COMBINATIONS WHERE CODE_COMBINATION_ID=10025--THIS TABLE CONTAINS THE SEGMENT1||SEGEMNT2||SEGMENT3||SEGMENT4||SEGMENT5

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<<BLANKET PURCHASE AGREEMENT>>
--IN THIS AGREEMENT WE JUST CREATE  AGEEMENT WITH THE SUPPLIER AND AGREED AMOUNT AND SAVE IT 
--AND THEN DEPENDING UPON THE NEEDS WE GO FOR PURCHASING==> RELEASES AND REQUEST OR ORDER THE ITEMS WE REQUIRE.

Purchase Orders==> Releases and give the PO number that we created and enter the amount we require.



Then the following tables are created in the Backend:

To check the authorization_status go to PO_headers_all 

Seleect * from PO_HEADERS_ALL

Select * from PO_LINES_ALL

Select * from PO_DISTRIBUTIONS_ALL

Select * from PO_LINE_LOCATIONS_ALL

Select * from PO_releases_all where header_id='111316'
Select * from PO_LINE_LOCATIONS_ALL where PO_RELEASE_ID='131221'
select * from PO_distributions_all where po_line_id='265391'

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<<CONTRACT PURCHASE AGREEMENT>>
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In Contract Purchase Agreement, first we create the Contract Purchase agreement between the Supplier and the buyer with some amount.


Next we create a standard purchase order and and the refernce document number for it, so that the amount gets released from the Contract Purchase agreement created.

Planned Purchase order

SELECT * FROM PO_HEADERS_ALL WHERE SEGMENT1='6600'
SELECT * FROM PO_LINES_ALL WHERE PO_HEADER_ID='315875'
SELECT * FROM PO_LINE_LOCATIONS_ALL WHERE PO_HEADER_ID='315875'


THEN ONCE AFTER CREATING THE PLANNED PURCHASE ORDER ITS ALMOST SIMILAR TO STANDARD PURCHASE ORDER BUT IN PLANNED PURCHASE ORDER WE WONT GIVE THE PROMISE DATE AND NEED BY DATE AND MOREOVER INSTEAD OF DEALING WITH THE AMOUNT WE DEAL WITH QUANTITY, DURING
PLANNED PURCHASED ORDER CREATION IN LINES WE ENTER THE QUANTITY AS 100 AND IN PURCHASE ORDER==> RELEASES , WE REQUEST FOR THE QUANTITY ACCORDING IN THE RELEASES WINDOW UNDER LINES.


NEXT WE GO TO RELEASES PURCHASE ORDERS=> RELEASES  GIVE THE PO_NUMBER AND ENTER THE QUANTITY ACCORDINGLY
THEN REQUEST FOR THE ITEMS ACCORDINGLY DEPENDING UPON THE REQUIREMENT.


SELECT * FROM PO_RELEASES_ALL WHERE PO_HEADER_ID='315875'

SELECT * FROM PO_LINE_LOCATIONS_ALL WHERE PO_RELEASE_ID='41'


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Auto Create Process In Purchasing

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By using the  Auto create process we can link the Requisitions and Purchase Orders by creating the new One or by adding to the Existing PO.