1. ERP 世新大學 ERP 實驗室 1 企業資源規劃 企業 e 化之營運管理 Oracle Purchasing 採購

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

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

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

6. 6 Purchasing Integration Oracle Payables Oracle General Ledger Oracle Supplier Scheduling Oracle Assets Oracle Bill of Material Oracle Cost Management Oracle Inventory Oracle Master Scheduling/MRP Oracle Order Entry Oracle Work in Process Oracle Human Resources Oracle Project Accounting Oracle Purchasing Oracle QualityEDI Gateway

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

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

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

10. 10 Create New Supplier Information ParisChicago Washington, D.C. Supplier Supplier sites ContactContactContactContact ContactContact

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

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

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

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

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

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

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

20. 20 Approved Supplier List Statuses

21. 21 Creating an ASL Entry

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

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

25. 25 Set of Numbering

26. 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. 27 Document Type Requisition –Purchase Requisition –Internal Requisition RFQ –Bid RFQ –Catalog RFQ –Standard RFQ Quotation –Bid Quotation –Catalog Quotation –Standard Quotation

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

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

30. 30 Document Who can approval it

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

34. 34 Overview Requisitions Oracle WIP Other systems Demand Manually create Import/reschedule requisitions Create internal sales order Order entry Oracle inventory Oracle MRP Source ? Define requisition template Requisition pool Requisition Approve You can print, assign, and control requisitions.

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

36. 36 Requisition Manually Create

37. 37 Requisition Manually Create

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

39. 39 Overview of a Request for Quotation Enter RFQ Suppliers from supplier list Supplier 1 Supplier 2 Supplier 3 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

40. 40 Creating RFQ Requisition line pool Query existing lines RFQ Choose lines from query results Automatic creation Manual creation

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

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

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55. 55 Outline Setup Requisitions RFQ and Quotations Purchase Orders Receiving

56. 56 Oracle purchase order types Standard purchase order ( 標準採購 ) Blanket purchase agreement ( 概括採購 ) Contract purchase agreement ( 合約採購 ) Planned purchase order ( 計劃性採購 )

57. 57 Purchase Order Components Document detail (Header) Item or service details (Lines) Supplier delivery details (Shipments) Internal distribution details (Distributions)

58. 58 Standard Purchase Orders Oracle WIP Other systems Demand Manually create Import/reschedule requisitions Create internal sales order requester Order entry Create supplier purchase order Oracle Inventory Oracle MRP Source Approve

59. 59 Contract Purchase Agreement You do not know details of goods or services to be purchased. You set terms and conditions with your supplier. You reference contract purchase agreements directly on standard purchase order lines. Contract purchase agreement Delivery 1Standard PO 1 Delivery 2Standard PO 2

60. 60 Blanket Purchase Agreements Long-term (dates of delivery not known). Effective date and expiration date You know details of goods or services that you can buy. Actual purchases occur when a blanket release is issued. Blanket purchase agreement Delivery 1Release 1 Delivery 2Release 2

61. 61 Planned Purchase Orders Dates of delivery are tentatively scheduled. Goods to be purchased must be specified. Actual purchases occur when a scheduled release is issued Planned purchase order Delivery 1Release 1 Delivery 2Release 2 Tentative: June 1 Tentative: July 1

62. 62 Comparison of purchase order types 金額產品交期採購訂單 合約採購確定不確定 需要 大宗採購確定 不確定需要 計畫性採購確定 不需要

63. 63 Created Purchase Orders Requisition line pool Query existing lines PO Choose lines from query results Automatic creation Manual creation

64. 64 Standard Purchase Orders

65. 65 Standard Purchase Orders

66. 66 Standard Purchase Orders

67. 67 Standard Purchase Orders

68. 68 Standard Purchase Orders

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74. 74 Outline Setup Requisitions RFQ and Quotations Purchase Orders Receiving

75. 75 Delivery Overview of Receiving Receiving AReceiving B Standard receipt Direct receipt Inspection required Delivery AcceptRejectReturn to supplier Inspect Delivery

76. 76 Returns and Corrections Receiving Return delivery reason code (optional)Return to supplier Identify item for return Receiving Identify error in receiving Correct as many transactions as necessary Returns Corrections

77. 77 Substitute & Unordered Receipt Unordered receipt Delivery Match to PO? Yes Receive item B instead of A Is B a valid substitute? Delivery Yes NoReturn No Requires matching or return

78. 78 Payment on Receipt Receipt Payment Oracle Payables Delivery : Pay on options:Invoice consolidation options: By packing slip By receipt By site

79. 79 Receiving

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83. ERP 世新大學 ERP 實驗室 83 企業資源規劃 企業 e 化之營運管理 2003/09 完 Oracle Purchasing 採購