世新大學 ERPERP 實驗室

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企業資源規劃企業 e 化之營運管理

Oracle Purchasing採購

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Outline

Overview

Requisitions

RFQ and Quotations

Purchase Orders

Receiving

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Overview

Purchasing Concept1. Purchasing Overview

2. Oracle ERP Overview

3. Purchasing Process

4. Purchasing Integration

Create Supplier Data

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Purchasing of Overview

• 公司主要的業務功能之一，通常是取得組織所需的材料、服務及設備等。

• 企業的利潤來自投入與產出的差距，而採購決定企業投入端的效率，對企業利潤有極重要的影響。

企　業

供應商

顧　客

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Oracle ERP Overview

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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

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Purchasing Integration

OraclePayables

OracleGeneral Ledger

OracleSupplier Scheduling

OracleAssets

OracleBill of Material

OracleCost Management

OracleInventory

OracleMaster Scheduling/MRP

OracleOrder Entry

OracleWork in Process

OracleHuman Resources

OracleProject Accounting

OracleOraclePurchasingPurchasing

Oracle QualityEDI Gateway

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Overview

Purchasing Concept

Create Supplier Data – Looking for Supplier– Create New Supplier Information– Site-Specific Information

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Looking for Supplier

Purchase order 採購

Purchase requisition 請購

Payment 付款

SupplierSupplier

Request for quote (RFQ) 詢價

Receipts 收貨

Quotation 報價

Returns 退貨

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Create New Supplier Information

ParisParisChicagoChicagoWashington, D.C.Washington, D.C.

SupplierSupplier

Supplier sitesSupplier sites

ContactContactContactContactContactContactContactContact ContactContactContactContact

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Performance

執行績效

ParisParisChicagoChicagoWashington, D.C.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

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Outline

Overview

Requisitions– Purchase Requisition– Internal Requisition

RFQ and Quotations

Purchase Orders

Receiving

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Overview of Requisitions

Oracle WIP Other systems

Demand

Manually create

Import/reschedulerequisitions

Create internalsales order

Orderentry

Oracle inventoryOracle MRP

Source ?

Definerequisitiontemplate

Requisition pool

Requisition

RequisitionApprove

You can print, assign, and control requisitions.

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Requisition Manually Create

Demand

Manually create

requisition

Requisition pool

Approve or forward

requisition

Approve

Reject

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Requisition Manually Create

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Requisition Manually Create

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Outline

Overview

Requisitions

RFQ and Quotations

Purchase Orders

Receiving

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Overview of a Request for Quotation

Enter RFQ

Suppliers fromsupplier 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

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Quotations

Approvesupplier

quote

Unapprove supplier

quote

Requests for quotation

Quote repository

Supplier 1 Supplier 2 Supplier 3 Supplier 4

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Quotation Approvals

Quote repository

ApproveSupplier 1

Item 1

Approve Supplier 1

Item 3

Approve Supplier 2

Entire quote

ApproveSupplier 3

Item 2

Supplier 1 Supplier 2 Supplier 3 Supplier 4

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Outline

Overview

Requisitions

RFQ and Quotations

Purchase Orders– Standard purchase order ( 標準採購 ) – Contract purchase agreement ( 合約採購 )– Blanket purchase agreement ( 大宗採購 )– Planned purchase order ( 計劃性採購 )

Receiving

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Standard Purchase Orders

OracleWIP

Othersystems

Demand

Manually create

Import/reschedulerequisitions

Create internalsales order

requester

Orderentry

Create supplier purchase order

Oracle Inventory

OracleMRP

Source

Approve

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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

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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

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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

Plannedpurchase

order

Delivery 1Release 1

Delivery 2Release 2

Tentative: June 1

Tentative: July 1

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Comparison of purchase order types

金額 產品 交期 採購訂單

合約採購 確定 不確定 不確定 需要

大宗採購 確定 確定 不確定 不需要

計畫性採購 確定 確定 確定 不需要

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Created Purchase Orders

Requisitionlinepool

Query existing lines

PO

POChoose linesfrom

query results

Automaticcreation

Manualcreation

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Purchase Order Components

Documentdetail (Header)

Item or servicedetails (Lines)

Supplier deliverydetails (Shipments)

Internal distributiondetails (Distributions)

Documentdetail (Header)

Item or servicedetails (Lines)

Supplier deliverydetails (Shipments)

Internal distributiondetails (Distributions)

供應商 , 貨幣別 ,採購期間和狀態 , 訂單編號 , 訂購者

項目描述 ,項目類別 ,價格 ,數量 ,供應商項目名稱

收貨調節 ,運送地點 ,運送量 ,運送日期

內部運送位置 ,會計 ,分配 ,需求量與運送量

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Standard Purchase Orders

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Standard Purchase Orders

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Standard Purchase Orders

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Standard Purchase Orders

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Standard Purchase Orders

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Outline

Overview

Requisitions

RFQ and Quotations

Purchase Orders

Receiving

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Delivery

Overview of Receiving

Receiving A Receiving B

Standard receipt(標準收貨 )

Direct receipt(直接收貨 )

Inspection required(必需驗收 )

Delivery AcceptRejectReturn to supplier

Inspect

Delivery

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Returns and Corrections

Receiving Return delivery

reason code (optional)Return to supplier

Identify itemfor return

Receiving

Identify error in receiving

Correct as many transactions as necessary

Returns

Corrections

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Substitute & Unordered Receipt

Unorderedreceipt Delivery

Match to PO?

Yes

Receive item Binstead of A

Is B a validsubstitute?

Delivery

Yes

NoReturn

NoRequires matching

or return

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Payment on Receipt

Receipt

Payment

付款付款OraclePayables應付帳款應付帳款

Delivery

Pay on options::Invoice consolidationoptions:

By packing slip

By receipt

By site

收貨單合併選擇付款選擇

收貨

By 收據

By 地點入庫

By 包裝

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Receiving

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練習

http://vis.erp.shu.edu.tw:8000http://test1.erp.shu.edu.tw:8000

User:erp

Password:erp1234

世新大學 ERPERP 實驗室

54

企業資源規劃企業 e 化之營運管理

2003/09

完Oracle Purchasing

採購