11i Admin/Use Public Sector Purchasing

In this course, participants from the Public Sector will perform the functions that complete the purchasing cycle. They will start with setting up the system and proceed through entering requisitions. In hands-on exercises, participants will also learn how to create requests for quotes (RFQ), purchase orders and receipts and how to perform ongoing maintenance. Participants will also learn how this program integrates with Oracle Public Sector General Ledger, Payables, Receivables, Oracle Assets, and others.
Audience
Course Topics Navigating through the System Suppliers:

• Create new supplier information
• Define supplier site and contact information
• Identify reports showing supplier performance
• Perform a supplier inquiry

Locations, Organizations, Units of Measure, and Items:

• Define locations
• Define organizations
• Define units of measure
• Define and maintain Items

Requisitions:

• Create purchase requisitions
• Define purchase requisition preferences and templates
• Identify the report to import requisitions created outside of Oracle Public Sector Purchasing
• Define what an internal requisition is and which Oracle Applications are required to create internal requisitions
• Perform inquiries of purchase requisitions

Requests for Quotations (RFQ) and Supplier sourcing:

• Create requests for quotation
• Record quotation responses
• Define Sourcing rule options
• Approved supplier list
• Sourcing rules

Purchase Orders:

• Identify and enter the four types of purchase orders available in Oracle Public Sector Purchasing
• Modify purchase orders
• Review summary details of purchase orders

Receiving:

• Receive against purchase orders
• Document receiving transactions
• Review the summary details of receiving transactions

Document Security, Routing, and Approval:

• Define your document security and access levels
• Define your document approval process
• Define your document routing

Accounting for Purchasing:

• Describe the steps necessary to complete the purchasing period-end accrual cycle
• Diagram the accounting transactions created by Oracle Public Sector Purchasing using T-accounts
• Explain how foreign currencies are used on purchasing documents

Purchasing Database Maintenance:

• Perform MassCancel
• Purge data

Implementation:

• Required and optional setup steps
• Primary Oracle application in which the setup is performed

Sourcing Rule Options:

• Approving supplier lists
• Defining sourcing rules

Course Objectives

• Understand the complete purchasing cycle.