Setup Purchase Module in Oracle EBS R12

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 Setting up Purchasing in Oracle E-Business Suite (EBS) R12.3 involves configuring the Purchasing module to manage your organization's procurement processes. Here's a step-by-step guide to set up Purchasing in Oracle EBS R12.3:


Step 1: Define Document Sequences


Navigation: Setup > Financials > Flexfields > Key > Sequences

Define document sequences for purchase requisitions, purchase orders, and other purchasing documents.


Step 2: Set Up Document Types


Navigation: Setup > Purchasing > Document > Types

Define document types for purchase requisitions and purchase orders.


Step 3: Set Up Approval Groups (Optional)


Navigation: Setup > Purchasing > Approvals > Groups

Create approval groups to define approval hierarchies for purchase requisitions and purchase orders.


Step 4: Set Up Approval Assignments (Optional)


Navigation: Setup > Purchasing > Approvals > Assignments

Assign employees or positions to approval groups based on approval rules.


Step 5: Define Financial Options


Navigation: Setup > Financials > Options

Configure financial options, such as supplier numbering and accounting options.


Step 6: Set Up Requisitioning Business Units (Optional)


Navigation: Setup > Organizations > Purchasing Options

Define requisitioning business units to manage purchasing for different parts of your organization.


Step 7: Set Up Buyers


Navigation: Setup > Personnel > Employees

Set up employees as buyers and link them to specific purchasing responsibilities.


Step 8: Define Requisition Templates (Optional)


Navigation: Setup > Purchasing > Requisitions > Templates

Create requisition templates to streamline the requisitioning process for common items.


Step 9: Define Item Categories


Navigation: Setup > Items > Categories

Define item categories to classify items based on purchasing criteria.


Step 10: Set Up Supplier Master Data


Navigation: Suppliers > Entry

Create supplier records for your vendors and define key supplier information.


Step 11: Set Up Supplier Sites


Navigation: Suppliers > Entry > Sites

Create supplier sites to represent different locations from which suppliers deliver goods or services.


Step 12: Define Buyer Workload (Optional)


Navigation: Setup > Personnel > Buyers

Assign buyers to specific purchasing responsibilities and workload.


Step 13: Set Up Purchasing Categories


Navigation: Setup > Purchasing > Categories

Define purchasing categories to classify items into different procurement categories.


Step 14: Define Purchasing Options


Navigation: Setup > Organizations > Purchasing Options

Configure purchasing options, including default buyers, document numbering, and more.


Step 15: Set Up Tax Codes (Optional)


Navigation: Setup > Tax > Tax Codes

Define tax codes and link them to the relevant tax rates.


Step 16: Set Up Encumbrance (Optional)


Navigation: Setup > Encumbrance

If using encumbrance accounting, set up encumbrance options for purchase orders.


Step 17: Review Purchasing Reports


Navigation: Reports > Purchasing

Utilize various purchasing reports to monitor procurement activities and performance.


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