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Oracle Purchase Order Types

This document provides instructions for creating three types of purchase orders in a system: standard, planned, and contract purchase agreements. For a standard purchase order, the user fills in details, saves, approves, and the order status changes to approved. For a planned purchase order, the user can enter different need-by dates for items. For a contract purchase agreement, the user enters supplier and agreed amount details, can then make standard purchase orders up to the contract limit.

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Katie Ruiz
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403 views22 pages

Oracle Purchase Order Types

This document provides instructions for creating three types of purchase orders in a system: standard, planned, and contract purchase agreements. For a standard purchase order, the user fills in details, saves, approves, and the order status changes to approved. For a planned purchase order, the user can enter different need-by dates for items. For a contract purchase agreement, the user enters supplier and agreed amount details, can then make standard purchase orders up to the contract limit.

Uploaded by

Katie Ruiz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Standard Purchase Order

Standard purchase order: This is used for one time purchase of items.
Navigation>purchase order>purchase order.

After filling all the details, save the work, then a purchase order will be generated,
and then click on approve button,

After clicking on approve button a new window will be opened, then click on ok
then the status of the po will be changed from incomplete to approved.

this completes the creation of Standard purchase order type.

PLANNED PURCHASE ORDER


Planned Purchase order: this type of po is used when we know the quantity and
price of items and also the tentative schedule dates of shipping.
Navigation> purchase order>purchase order>

After filling the required details, save the work then a PO number will be generated,

click on the shipments button, a new window will be opened,

In this window we can enter the different need-by dates for the same
item/different items.

In the above, two different dates are entered for the same item, in a general PO
process, the need-by date will be a unique for all the lines In PO,
Now click on approve, a new window will be opened,

A new window will be opened, click on ok button

This completes the creation of planned Purchase order


Now we have to perform releases for this Planned Purchase Order, navigate to
Releases

CONTRACT PURCHASE AGREEMENT


Contract purchase agreement: This type of agreement is used when the item
quantities and price are not known, but only the supplier name and agreed amount
is known.
Navigation: purchase order>purchase order

Fill all the required details, and then save the work,

After saving the work, the approve button is enabled, now click on the approve
button, a window will be opened, click on ok button,

Now save the contract agreement number (18083)


For this agreement, the agreed amount is 10000, so we can make the standard
purchase orders up to limit of 10000 for this agreement
Now let us prepare a standard purchase order for the above agreement, in which
any item can be entered, but make sure that the supplier must be same With whom
the agreement is made, after entering all the required fields , save the work,

After saving the work, a purchase order number will be generated,

`In the reference document tab, enter the above created agreement number,
i.e.18083.

Now click on approve button,

Now we have made a po for 1000, let us check the released and remaining amount
in the agreement,

So from the agreement we can observe that the released amount is 1000. So we
can use the agreement for an amount for 9000.

BLANKET PURCHASE AGREEMENT


Blanket Purchase Agreement: this type of po is used when we know the unit price
and agreed amount of an item but the tentative schedules and quantity are not.
Navigation: purchase order>purchase order>

From the above, the need by date and quantity field is freezed, now click on
agreements tab,

Enter the minimum release amount and quantity agreed for each purchase order,
and the total amount agreed for the complete agreement.
After entering all the required fields, save the work, then a purchase order number
will be generated for this agreement,

Now navigate toreleases

now enter the blanket agreement number, in the po field,

now enter the line field, and save the work then the approve button will be
enabled,

Enter the quantity required and need by date now click on the approve button,

Since the enter amount and quantity are not within the agreements so, an error will
be displayed,
So we have to change the unit quantity, such that line total must be meet the
minimum agreed amount in the agreement window,

this completes the creation of blanket type purchase agreement

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