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7/29/2019 SCM- BR.100 - Setup V1.0
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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
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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
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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
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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
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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
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Description Size 50
Concatenated Descriptio 25
Prompt List of Values SUB_CATEGORY
Prompt SUB_CATEGORY
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Segment4 Validation Value Set XXXYZ_FUTURE
Description XXXYZ_FUTURE
Default Type
Default Value
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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
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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
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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
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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
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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
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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
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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
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I l t ti f O l A li ti R12 SCM
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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.-.- * *
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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.-.- * *
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