SCM- BR.100 - Setup V1.0

Embed Size (px)

Citation preview

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    1/16

    Implementation of Oracle Applications R12 SCM

    Document Summary:

    Implementation of Oracle Applications Release 12- SCM Modules

    BR 100 Application Setup for Oracle SCM

    This guide is the record of the configuration of the UAT and then Production instance at XYZ. It documents the various setups opted and values keyed on

    Oracle applications to meet the requirements of XYZ's specific processes in scope covering one or modules

    127592522.xls.ms_office Cover page Page 1 of 16

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    2/16

    Implementation of Oracle Applications R12 SCM

    Document Name: SCM BR100

    Authors:

    Last Updated Date:

    Copy Number: _____

    Approvals:

    Change Record

    Date Author Version Change Reference

    Reviewers

    Position

    Distribution

    Copy No. Location

    Note to Holders:

    If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes.

    If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.

    Name

    Name

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    3/16

    Implementation of Oracle Applications R12 SCM

    Oracle Purchase Management - Setups

    Module/ Ref Step Description Definition Level Setup

    Optional/

    Required/

    Default

    (O/R/D)

    Ability to

    Change

    Easy/Medium/C

    omplex/Reinstal

    l (E/M/C/R)

    Notes

    Common Applications SCM - 1 Define SCM KFF Instance R R

    Common Applications SCM - 2 Define SCM Descriptive Flexfields Instance R R

    Oracle Purchasing SCM - 4 Define Units of Measure Instance R M

    Oracle Purchasing SCM - 5 Define Categories Master Org. R M

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    4/16

    Implementation of Oracle Applications R12 SCM

    Step SCM-1 Define Key flexfields

    Item Categories Flexfield Application R Inventory

    Title R Item Categories

    Structure1 Code R XYZ Item CategoryTitle R XYZ Item Category

    Description O Item Category

    View Name O

    Freeze Flexfield Definition R Yes

    Enabled R Yes

    Segment Seprator R Period(.)

    Cross-Validate Segment R No

    Freeze Rollup Groups R No

    Allow Dynamic Inserts R No

    SEGMENTS

    Number Name Window Prompt Column Value Set Displayed Enabled

    10 CLASS Item Class SEGMENT1 XXXYZ_ITEM_CLASS Yes Yes

    20 CATEGORY Item Category SEGMENT2 XXXYZ_ITEM_CATEGORY Yes Yes

    30 SUB_CATEGORY Item Sub-Category SEGMENT3 XXXYZ_ITEM_SUBCAT Yes Yes

    40 FUTURE Future SEGMENT4 XXXYZ_FUTURE Yes Yes

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    5/16

    Implementation of Oracle Applications R12 SCM

    Segment1 Validation Value Set XXXYZ_ITEM_CLASS

    Description XXXYZ_ITEM_CLASS

    Default Type

    Default Value

    Required Yes

    Security Enabled

    Range

    Sizes Display Size 20

    Description Size 50

    Concatenated Descriptio 25

    Prompt List of Values CLASS

    Prompt Item Class

    Segment2 Validation Value Set XXXYZ_ITEM_CATEGORY

    Description XXXYZ_ITEM_CATEGORY

    Default Type

    Default Value

    Required Yes

    Security Enabled

    Range

    Sizes Display Size 20

    Description Size 50

    Concatenated Descriptio 25

    Prompt List of Values CATEGORY

    Prompt CATEGORY

    Segment3 Validation Value Set XXXYZ_ITEM_SUBCAT

    Description XXXYZ_ITEM_SUBCAT

    Default Type

    Default Value

    Required Yes

    Security Enabled

    R

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    6/16

    Implementation of Oracle Applications R12 SCM

    Description Size 50

    Concatenated Descriptio 25

    Prompt List of Values SUB_CATEGORY

    Prompt SUB_CATEGORY

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    7/16

    Implementation of Oracle Applications R12 SCM

    Segment4 Validation Value Set XXXYZ_FUTURE

    Description XXXYZ_FUTURE

    Default Type

    Default Value

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    8/16

    Implementation of Oracle Applications R12 SCM

    Step SCM - 2 Define DFF Return to PO Overview

    Navigation Path: Purchasing - Setup - Flexfields - Descriptive - Segments

    Screen Region Field Req'd? SIDRA

    Segments Application R Purchasing

    Title R PO Headers

    Freeze Flexfield Definition R YesSegment Separator R Period (.)

    Prompt R Document

    Value set

    Default Value

    Reference Field R

    Code R PO_BPA

    Name R PO/BPA

    Description R Purchase Order or BPA

    SEGMENTS

    Number Name Window Prompt Column Value Set Displayed Enable

    10 PO Type PO Type ATTRIBUTE1 XXXYZ_PO_TYPE Yes Yes

    20 DEPARTMENT Department ATTRIBUTE2 XYZ DEPARTMENT VALUE SET Yes Yes

    30 INCO_TERMS INCO Terms ATTRIBUTE3 XXXYZ_INCO_TERMS Yes Yes

    40 QUALIFIER Qualifier ATTRIBUTE4 50 Characters Yes Yes

    50 AWARD_REASON Award Reason ATTRIBUTE5 XXXYZ_AWARD_REASONS Yes Yes

    Segment1 Validation Value Set XXXYZ_PO_TYPE

    Description XXXYZ_PO_TYPE

    Default Type

    Default Value

    Required Yes

    Security Enabled

    R

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    9/16

    Implementation of Oracle Applications R12 SCM

    Description Size 50

    Concatenated Description 25

    Prompt List of Values PO Type

    Prompt PO Type

    Segment2 Validation Value Set XXXYZ_INCO_TERMS

    Description XXXYZ_INCO_TERMS

    Default Type

    Default ValueRequired Yes

    Security Enabled

    Range

    Sizes Display Size 20

    Description Size 50

    Concatenated Description 25

    Prompt List of Values INCO TermsPrompt INCO Terms

    Segment3 Validation Value Set XXXYZ_AWARD_REASONS

    Description XXXYZ_AWARD_REASONS

    Default Type

    Default Value

    Required Yes

    Security Enabled

    Range

    Sizes Display Size 20

    Description Size 50

    Concatenated Description 25

    Prompt List of Values AWARD_REASON

    Prompt AWARD_REASON

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    10/16

    Implementation of Oracle Applications R12 SCM

    Step SCM - 3 Define Value Sets

    Return to PO Overview

    Note Value sets can be definied either before defining the flexfield structure or while defining the key flexfield/Descriptive flexfield structure

    Screen Region Field Req'd? Global SMRC Books

    Record 1 Header Value Set Name R XXXYZ_ITEM_CLASSDescription O Item Category

    Security Available O No Security

    List Type R List of Values

    Format Validation Format Type R Char

    Maximum Size R 30

    Numbers Only (0-9) O No

    Upper Case only (A-Z) O No

    Right Justify Zero Fill O No

    Min Value O

    Max Value O

    Value Validation Validation Type R Independent

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    11/16

    Implementation of Oracle Applications R12 SCM

    Step SCM - 3 Define Value Sets

    Return to PO Overview

    Note Value sets can be definied either before defining the flexfield structure or while defining the key flexfield/Descriptive flexfield structure

    Screen Region Field Req'd? Global SMRC Books

    Record 2 Header Value Set Name R XXXYZ_ITEM_CATEGORY

    Description O Item Sub-Category

    Security Available O No Security

    List Type R List of Values

    Format Validation Format Type R Char

    Maximum Size R 30

    Numbers Only (0-9) O No

    Upper Case only (A-Z) O No

    Right Justify Zero Fill O No

    Min Value O

    Max Value O

    Value Validation Validation Type R Independent

    Record 3 Header Value Set Name R XXXYZ_ITEM_SUBCAT

    Description O Product Classification

    Security Available O No Security

    List Type R List of Values

    Format Validation Format Type R Char

    Maximum Size R 30Numbers Only (0-9) O No

    Upper Case only (A-Z) O No

    Right Justify Zero Fill O No

    Min Value O

    Max Value O

    Value Validation Validation Type R Independent

    Edit Information

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    12/16

    Implementation of Oracle Applications R12 SCM

    Step SCM - 3 Define Value Sets

    Return to PO Overview

    Note Value sets can be definied either before defining the flexfield structure or while defining the key flexfield/Descriptive flexfield structure

    Screen Region Field Req'd? Global SMRC Books

    Record 4 Header Value Set Name R XXXYZ_FUTURE

    Description O Project SegmentSecurity Available O No Security

    List Type R List of Values

    Format Validation Format Type R Char

    Maximum Size R 30

    Numbers Only (0-9) O No

    Upper Case only (A-Z) O No

    Right Justify Zero Fill O No

    Min Value O

    Max Value O

    Value Validation Validation Type R Independent

    Edit Information

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    13/16

    Implementation of Oracle Applications R12 SCM

    Step SCM-4 Unit Of Measures

    Return to

    PO

    Overview

    Level: Shared across OUs

    Name Description Base Unit UOM Inactive On

    XYZ_AMOUNT Amount Amount AMT

    XYZ_BULK XYZ Bulk Class Drum DRM

    XYZ_LENGTH XYZ Length Class Metres MTR

    XYZ_QTY XYZ Quantity Class Each EAXYZ_SERVICE XYZ Services Class Hours HR

    Period Period Daily DAY

    Navigation Path: Purchasing - SetUp - Units of Measure - Unit of Measures

    Name UOM Description Base Unit Class Inactive On

    Amount AMT Amount * XYZ_AMOUNT

    Container CON Container XYZ_BULK

    Cylinder CYL Cylinder XYZ_BULK

    Drum DRM Drum * XYZ_BULK

    Metres MTR Metres * XYZ_LENGTH

    Reel REE Reel XYZ_LENGTH

    Roll ROL Roll XYZ_LENGTHeet eet _

    Dozen DOZ Dozen XYZ_QTY

    Each EA Each * XYZ_QTY

    Kit KIT Kit XYZ_QTYLot LOT Lot XYZ_QTY

    Pack PCK Pack XYZ_QTY

    Pair PAR Pair XYZ_QTY

    Pieces PCS Pieces XYZ_QTY

    Set SET Set XYZ_QTY

    127592522.xls.ms_office SCM-4 Unit Of Measure Page 13 of 16

    Implementation of Oracle Applications R12 SCM

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    14/16

    Implementation of Oracle Applications R12 SCM

    Days DY Days XYZ_SERVICE

    Hours HR Hours * XYZ_SERVICE

    Trip TRP Trip XYZ_SERVICE

    Bi-Weekly BWK Bi-Weekly Period

    Daily DAY Daily * PeriodHalf Yearly HYR Half Yearly Period

    Monthly MTH Monthly Period

    Quarterly QTR Quarterly Period

    Weekly WK Weekly Period

    Yearly YR Yearly Period

    127592522.xls.ms_office SCM-4 Unit Of Measure Page 14 of 16

    I l t ti f O l A li ti R12 SCM

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    15/16

    Implementation of Oracle Applications R12 SCM

    Step SCM-5 Define Item CategoriesReturn to PO

    Overview

    Level: Shared across Instance

    Name XYZ Item Category

    Description XYZ ITEM CATEGORY

    Flex Structure XYZ Item Category

    Controlled At Master Level

    Default Category CONSUMABLES.UNSPECIFIED.-.-

    Enforce List NO

    Navigation Path : Purchasing - SetUp - I tems - Categories - Category Codes

    Definition:

    Level: Shared across OUs

    Structure Name Category Description

    Inactive

    On

    Viewable

    by

    Supplier Enabled

    XYZ Item Category APPLIANCES.CLEANING EQUIPMENT.-.- * *

    XYZ Item Category COMPUTER & NETWORKING.CABLES.-.- * *

    XYZ Item Category COMPUTER & NETWORKING.CABLING.-.- * *

    XYZ Item Category COMPUTER & NETWORKING.COMPUTER SPARES.-.- * *

    XYZ Item Category COMPUTER & NETWORKING.COMPUTERS.-.- * *

    XYZ Item Category COMPUTER & NETWORKING.NETWORKING.-.- * *

    XYZ Item Category COMPUTER & NETWORKING.PERIPHERALS.-.- * *XYZ Item Category COMPUTER & NETWORKING.PRINTERS.-.- * *

    XYZ Item Category COMPUTER & NETWORKING.SOFTWARE.-.- * *

    XYZ Item Category CONSUMABLES.CLEANING & SANITATION.-.- * *

    XYZ Item Category CONSUMABLES.GENERAL.-.- * *

    XYZ Item Category CONSUMABLES.MEDICAL CONSUMABLES.-.- * *

    Implementation of Oracle Applications R12 SCM

  • 7/29/2019 SCM- BR.100 - Setup V1.0

    16/16

    Implementation of Oracle Applications R12 SCM

    XYZ Item Category CONSUMABLES.PRINTER/COPIER CONSUMABLE.-.- * *

    XYZ Item Category CONSUMABLES.STATIONERY.-.- * *XYZ Item Category CONSUMABLES.UNSPECIFIED.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.CONTROL DEVICES.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.ELECTRIC MOTOR.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.ELECTRICAL ACCESSORIES.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.ELECTRONIC ASSEMBLIES.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.GENERATOR.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.LIGHTING & LAMPS.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.PANELS.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.POWER SUPPLY.-.- * *

    XYZ Item Category ELECTRICAL & ELECTRONICS.SWITCHGEAR.-.- * *XYZ Item Category ELECTRICAL & ELECTRONICS.TRANSFORMER.-.- * *

    XYZ Item Category FOOD & BEVERAGES.BEVERAGES & DRINKS.-.- * *

    XYZ Item Category FOOD & BEVERAGES.FOOD ITEMS.-.- * *

    XYZ Item Category FURNITURE & FURNISHINGS.CABINETS.-.- * *

    XYZ Item Category FURNITURE & FURNISHINGS.CARPETS.-.- * *

    XYZ Item Category FURNITURE & FURNISHINGS.CHAIRS.-.- * *

    XYZ Item Category FURNITURE & FURNISHINGS.CURTAINS.-.- * *

    XYZ Item Category FURNITURE & FURNISHINGS.PARTITIONS.-.- * *

    XYZ Item Category FURNITURE & FURNISHINGS.RACKS.-.- * *

    XYZ Item Category FURNITURE & FURNISHINGS.TABLES.-.- * *XYZ Item Category FURNITURE & FURNISHINGS.TROLLEYS.-.- * *

    XYZ Item Category FURNITURE & FURNISHINGS.UNSPECIFIED.-.- * *

    XYZ Item Category HVAC.AC - PORTABLE.-.- * *

    XYZ Item Category HVAC.AC - SPLIT TYPE.-.- * *

    XYZ Item Category HVAC.AC - WINDOW TYPE.-.- * *

    XYZ Item Category HVAC.AIR HANXYZING UNIT.-.- * *

    XYZ Item Category HVAC.FANS.-.- * *

    XYZ Item Category HVAC.HEATERS.-.- * *

    XYZ Item Category HVAC.HUMIDIFIERS.-.- * *

    XYZ Item Category HVAC.HVAC SPARE PARTS.-.- * *

    XYZ Item Category HVAC.UNSPECIFIED.-.- * *

    XYZ Item Category KITCHENWARE.CROCKERY.-.- * *

    XYZ Item Category KITCHENWARE.CUTLERY.-.- * *

    127592522.xls.ms_office SCM-5 Define Categories Page 16 of 16