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A

accept

An action to indicate that you accept the previous approver's authorization.

acceptance

Supplier acknowledgement of a purchase order that indicates that the supplier agreed to and accepted the terms of the purchase order.

account

See accounting flexfield

Account Generator

A feature that uses Oracle Workflow to provide various Oracle Applications with the ability to construct Accounting Flexfield combinations automatically using custom construction criteria. You define a group of steps that determine how to fill in your Accounting Flexfield segments. You can define additional processes and/or modify the default process(es), depending on the application. See also activity (Workflow), function, item type, lookup type, node, process, protection level, result type, transition, Workflow Engine.

accounting flexfield

A feature used to define your account coding for accounting distributions. For example, this structure can correspond to your company, budget account, and project account numbers. For simplicity, Inventory and Oracle Manufacturing use the term account to refer to the accounting flexfield.

accounting flexfield limit

The maximum amount you authorize an employee to approve for a particular range of accounting flexfields.

accounting period

The fiscal period a company uses to report financial results, such as a calendar month or fiscal period.

accounts payable accrual account

The account used to accrue payable liabilities when you receive your items. Always used for inventory and outside processing purchases. You can also accrue expenses at the time of receipt. Used by Purchasing and Inventory, the accounts payable account represents your non-invoiced receipts, and is included in your month end accounts payable liability balance. This account balance is cleared when the invoice is matched in Payables.

accrual accounting

Recognition of revenue when you sell goods and recognition of expenses when a supplier provides services or goods. Accrual based accounting matches expenses with associated revenues when you receive the benefit of the good and services rather than when cash is paid or received.

accrued receipts account

The account used to accrue your uninvoiced expense receipts at month end by Purchasing. The accrued receipts account may or may not be the same account as the accounts payable accrual account. However, both accrual accounts represent additional payable liabilities you include in your month end accounts payables liability balance. You reverse the accrued receipts account by reversing the month end journal in the following period.

activity (Workflow)

An Oracle Workflow unit of work performed during a business process. See also activity attribute, function activity.

activity attribute

A parameter for an Oracle Workflow function activity that controls how the function activity operates. You define an activity attribute by displaying the activity's Attributes properties page in the Activities window of Oracle Workflow Builder. You assign a value to an activity attribute by displaying the activity node's Attribute Values properties page in the Process window.

alert

A specific condition defined in Oracle Alert that checks your database and performs actions based on the information it finds there.

alert action

In Oracle Quality, an electronic mail message, operating system script, SQL script, or concurrent program request that is invoked when specified action rule conditions are met.

alphanumeric number type

An option for numbering documents, employees, and suppliers where assigned numbers can contain letters as well as numbers.

amount based order

An order you place, receive, and pay based solely on the amount of service you purchase.

approve

An action you take to indicate that you consider the contents of the purchasing document to be correct. If the document passes the submission tests and you have sufficient authority, Purchasing approves the document.

approved

A purchase order or requisition status that indicates a user with appropriate authorization approved the purchase or requisition. Purchasing verifies that the purchase order or requisition is complete during the approval process.

archiving

The process of recording all historical versions of approved purchase orders. Purchasing automatically archives a purchase order when you approve it for the first time. Purchasing subsequently archives your purchase orders during the approval process if you have increased the revision number since the last time you approved the purchase order.

ASL

Approved Suppliers List. A list where you can set up your Approved Suppliers, Sites, and Items.

attribute

See activity attribute, item type attribute.

authorization check

A set of tests on a purchasing document to determine if the document approver has sufficient authority to perform the approval action.

automatic numbering

A numbering option Purchasing uses to assign numbers to your documents, employees, or suppliers automatically.

automatic sourcing

A Purchasing feature which allows you to specify for predefined items a list of approved suppliers and to associate source documents for these suppliers. When you create a requisition or purchase order line for the item, Purchasing automatically provides appropriate pricing for the specified quantity based on the top-ranked open source document for the supplier with the highest percentage allocation.

B

balancing segment

base unit

The unit of measure to which you convert all units of measure within one class. The base unit is the smallest or most commonly used unit of measure in the class. For example, millimeter is the base unit in the Length class. You define your base unit of measure when you create your unit class.

blanket purchase agreement

A type of purchase order you issue before you request actual delivery of goods or services. You normally create a blanket purchase agreement to document a long-term supplier agreement. A blanket purchase agreement may contain an effective date and an expiration date, a committed amount, or quantity. You use a blanket purchase agreement as a tool for specifying agreed prices and delivery dates for goods and services before ordering them.

blanket purchase order

See blanket purchase agreement

blanket release

An actual order of goods and services against a blanket purchase agreement. The blanket purchase agreement determines the characteristics and prices of the items. The blanket release specifies actual quantities and dates ordered for the items. You identify a blanket release by the combination of the blanket purchase agreement number and the release number.

blind receiving

A site option that requires your receiving staff to count all items on a receipt line. Blind receiving prevents display of expected receipt quantities in receiving windows.

budget organization

An entity, such as a department, division, or activity responsible for entering and maintaining budget data. You define budget organizations for your agency, then assign appropriate accounting flexfields to each budget organization.

budgetary account An account segment value (such as 6110) that is assigned one of the two budgetary account types. You use budgetary accounts to record the movement of funds through the budget process from appropriation to expended appropriation.

buyer

Person responsible for placing item resupply orders with suppliers and negotiating supplier contracts.

C

cancel

You can cancel a purchase order after approving it. When you cancel a purchase order, you prevent anyone from adding new lines to the purchase order or receiving additional goods. Purchasing still allows billing for goods you received before cancelling the purchase order. Purchasing releases any unfilled requisition lines for reassignment to another purchase order.

candidate

A record Purchasing selects to purge based on the last activity date you specify. Purchasing selects only records that you have not updated since the last activity date. Purchasing does not purge a candidate until you confirm it.

category

Code used to group items with similar characteristics, such as plastics, metals, or glass items.

check funds

To certify whether you have funds available to complete your requisition or purchase order. The difference between the amount you are authorized to spend and the amount of your expenditures plus encumbrances equals your funds available. You can certify funds available at any time when you enter a requisition or a purchase order. You can track funds availability at different authority levels on-line.

close

A purchase order is automatically closed once it is received (if you require a receipt) and is billed for all purchase order shipments. Since you do not require or expect any further activity, Purchasing closes the purchase order. You can also manually close the purchase order early if you do not expect further activity. Adding lines to it or receiving against it, reopens the purchase order. Purchasing does not consider closed purchase orders for accruals.

close for invoicing

A purchase order control that you can assign manually or that Purchasing can assign automatically when the amount invoiced reaches a defined percentage of the order quantity.

close for receiving

A purchase order control you can assign manually or that Purchasing can assign automatically when the amount received reaches a defined percentage of the order quantity.

column headings

Descriptions of the contents of each column in the report.

commitment

A contractual guarantee with a customer for future purchases, usually with deposits or prepayments. You can then create invoices against the commitment to absorb the deposit or prepayment. Oracle Receivables automatically records all necessary accounting entries for your commitments. Oracle Order Entry allows you to enter order lines against commitments.

committed amount

The amount you agree to spend with a supplier.

concurrent manager

Components of your applications concurrent processing facility that monitor and run time-consuming tasks for you without tying up your terminal. Whenever you submit a request, such as running a report, a concurrent manager does the work for you, letting you perform many tasks simultaneously.

concurrent process

A task in the process of completing. Each time you submit a task, you create a new concurrent process. A concurrent process runs simultaneously with other concurrent processes (and other activities on your computer) to help you complete multiple tasks at once with no interruptions to your terminal.

concurrent queue

A list of concurrent requests awaiting completion by a concurrent manager. Each concurrent manager has a queue of requests waiting in line. If your system administrator sets up simultaneous queuing, your request can wait to run in more than one queue.

concurrent request

A request to complete a task for you. You issue a request whenever you submit a task, such as running a report. Once you submit a task, the concurrent manager automatically takes over for you, completing your request without further involvement from you, or interruption to your work. Concurrent managers process your request according to when you submit the request and the priority you assign to your request. If you do not assign a priority to your request, your application prioritizes the request for you.

contract

An agreement between you and a supplier for unspecified goods or services. This agreement may include terms and conditions, committed amount, and an effective and expiration date. You reference contract purchase agreements directly on standard purchase order lines. Purchasing monitors the amount you have spent against contract purchase agreements.

conversion formula

The number that, when multiplied by the quantity of one unit of the source base unit, gives you the quantity of one unit of the destination base units in the interclass conversion. The number is also the conversion between units for standard unit conversion or item-specific conversion.

copy

An AutoCreate option that lets a buyer designate a specific requisition line as the source of information that Purchasing copies to the purchase order or RFQ line.

cost element

A classification for the cost of an item. Oracle Manufacturing supports five cost elements: material, material overhead, resource, outside processing, and overhead.

D

deliver-to location

A location where you deliver goods previously received from a supplier to individual requestors.

delivery

Internal delivery of items to requestors within your organization.

destination base unit

The unit of measure to which you are converting when you define interclass conversions. Your destination base unit is the base unit of a unit class.

detailed message action

A message representing one exception. Oracle Alert inserts the exception values into the text of the message.

direct receipt

The receipt of an item directly to its final destination (either directly to the person who requested the item or directly to the final inventory location). It differs from a standard receipt in that it is received into a receiving location and delivered in one transaction, rather than received and delivered in two separate transactions.

document reference

A message that precisely identifies the document or part of document you want to describe using standard or one-time notes.

drop shipment

A method of fulfilling sales orders by selling products without handling, stocking, or delivering them. The selling company buys a product from a supplier and has the supplier ship the product directly to customers.

duplicate

An exception Oracle Alert located for the same action set during a previous alert check. Oracle Alert does not consider a detail action to contain a duplicate exception until Oracle Alert sends the final action level to a specific action set, and then locates the same exception for the same action set again. For example, if on Monday Oracle Alert notifies a buyer that a supplier shipment is overdue, then on Tuesday Oracle Alert finds the shipment is still overdue, you can choose whether Oracle Alert should re-notify the buyer or suppress the message.

dynamic distribution

You can use output variables to represent electronic mail IDs. When you define mail message alert actions in Oracle Quality, the message is sent to all defined mail IDs.

dynamic insertion

Automatically creates new accounting flexfield combinations as you enter them. If you do not use dynamic insertion, you create new accounting flexfield combinations with a separate window.

E

employee supervisor hierarchy

An approval routing structure based on employee/supervisor relationships. See position hierarchy

encumbrance

See purchase order encumbrance.

encumbrance type

An encumbrance category that allows you to track your expenditures according to your purchase approval process and better control your planned expenditures. You can set up separate encumbrance types for each stage in your purchasing cycle to track your spending at each level. Examples of encumbrance types are commitments (requisition encumbrances) and obligations (purchase order encumbrances).

event alert

An alert that runs when a specific event occurs that you define. For example, you can define an event alert to immediately send a message to the buyer if an item is rejected on inspection.

exception

An occurrence of the specified condition found during an alert check. For example, an alert testing for invoices on hold may find five invoices on hold, or none. Each invoice on hold is an exception.

exception reporting

An integrated system of alerts and action sets that focuses attention on time-sensitive or critical information, shortens your reaction time, and provides faster exception distribution. Exception reporting communicates information by either electronic mail messages or paper reports.

expected receipts report

A printed report of all expected receipts for a time period and location you specify.

explode

An AutoCreate option that lets a buyer split a single requisition line for an item into one or more requisition lines for different items. Use this option to expand a requisition line for an item that your company purchases in component parts.

express delivery

An option that lets you deliver the entire quantity of a receipt without entering quantities for each shipment or distribution.

express receipt

A site option that lets you receive an entire purchase order or blanket purchase agreement release with one keystroke.

express requisitions

To create requisitions quickly from predefined requisition templates. You only need to provide an accounting flexfield and quantities to create a requisition for commonly purchased items.

F

final close

A purchase order control you can assign to prevent modifications to or actions against completed documents, lines, and shipments by final closing them. Final-closed documents are not accessible in the corresponding entry windows, and you cannot perform the following actions against final-closed entities: receive, transfer, inspect, deliver, correct receipt quantities, invoice, return to supplier, or return to receiving.

firm

A purchase order control. When you firm an order, Master Scheduling/MRP uses the firm date to create a time fence within which it does not suggest new planned purchase orders, cancellations, or reschedule-in actions. It continues to suggest reschedule-out actions for orders within the time fence. If several shipments with different promised or need-by dates reference the same item, Master Scheduling/MRP sets the time fence at the latest of all scheduled dates.

flexfield segment

One of the parts of your key flexfield, separated from the other parts by a symbol you choose (such as -, /, or \). Each segment typically represents a cost center, company, item family, or color code.

forward

An action you take to send a document to another employee without attempting to approve it yourself.

four-way matching

Purchasing performs four-way matching to verify that purchase order, receipt, inspection and invoice quantities match within tolerance.

freeze

You can freeze a purchase order after printing. By freezing a purchase order, you prevent anyone from adding new lines or changing the purchase order. You can continue to receive goods and be billed on already existing purchase order lines. The ability to continue receiving against the purchase order is the difference between freezing and cancelling.

function

A PL/SQL stored procedure referenced by an Oracle Workflow function activity that can enforce business rules, perform automated tasks within an application, or retrieve application information. The stored procedure accepts standard arguments and returns a completion result. See also function activity.

function activity

An automated Oracle Workflow unit of work that is defined by a PL/SQL stored procedure. See also function.

functional currency

Currency you use to record transactions and maintain your accounting information. The functional currency is generally the currency used to perform most of your company's business transactions. You determine the functional currency for the set of books you use in your organization. Also called base currency.

funds available

The difference between your budget, less encumbrances of all types and actual expenditures.

funds checking The process of certifying funds available. When you check funds, the transaction amount is compared with your funds available, and you are notified whether funds are available for your transaction. Checking funds does not reserve funds for your transaction.

funds reservation The creation of requisition, purchase order, or invoice encumbrance journal entries. Purchasing immediately updates your funds available balances and creates an encumbrance journal entry in which you can post in your general ledger.

G

H

hazard class

A category of hazardous materials. Most hazardous materials belong to only one hazard class. Some materials belong to more than one hazard class and some materials do not belong to any. If a material belongs to more than one hazard class, you should list these classes in a specific order.

I

inspection

A procedure you perform to ensure that items received conform to your quality standards. You can use inspections to prevent payment for goods and services that fail to meet your quality standards.

inter-organization transfer

Transfer of items from one inventory organization to another You can have freight charges and transfer credits associated with inter-organization transfer. You can choose to ship items directly or have them go through intransit inventory.

interclass conversion

The conversion formula you define between base units from the different unit classes.

internal requisition

See internal sales order, purchase requisition.

internal sales order

A request within your company for goods or services. An internal sales order originates from an employee or from another process as a requisition, such as inventory or manufacturing, and becomes an internal sales order when the information is transferred from Purchasing to Order Entry. Also known as internal requisition or purchase requisition.

intransit inventory

Items being shipped from one inventory organization to another. While items are intransit you can view and update arrival date, freight charges, and so on.

inventory item

Items you stock in inventory. You control inventory for inventory items by quantity and value. Typically, the inventory item remains an asset until you consume it. You recognize the cost of an inventory item as an expense when you consume it or sell it. You generally value the inventory for an item by multiplying the item standard cost by the quantity on hand.

inventory organization

An organization that tracks inventory transactions and balances, and/or that manufactures or distributes products.

inventory transaction

A record of material movement. The basic information for a transaction includes the item number, the quantity moved, the transaction amount, the accounting flexfields, and the date. See material transaction

invoice price variance

The difference between the purchase order price for an item and the actual invoice price multiplied by the quantity invoiced. Payables records this variance after matching the invoice to the purchase order. Typically, the price variance is small since the price the supplier charges you for an item should be the one you negotiated on your purchase order.

item category

See category.

item-specific conversion

The conversion formula you define between the primary unit of measure for an item and another unit of measure from the same unit class. If you define a conversion rate for a specific item, Purchasing uses the item-specific conversion rate instead of the standard conversion rate for converting between units for that item.

item type

A term used by Oracle Workflow to refer to a grouping of all items of a particular category that share the same set of item attributes, used as a high level grouping for processes. For example, each Account Generator item type (e.g. FA Account Generator) contains a group of processes for determining how an Accounting Flexfield code combination is created. See also item type attribute.

item type attribute

A feature of a particular Oracle Workflow item type, also known as an item attribute. An item type attribute is defined as a variable whose value can be looked up and set by the application that maintains the item. An item type attribute and its value is available to all activities in a process.

J

job

A category of personnel in your organization. Examples of a typical job include Vice President, Buyer, and Manager. See also position.

K

L

line type

Determines whether a purchasing document line is for goods, services, or any other type that you define. The line type also determines whether the document line is based on price and quantity or on amount.

logical organization

A business unit that tracks items for accounting purposes but does not physically exist. See organization.

lookup code

The internal name of a value defined in an Oracle Workflow lookup type. See also lookup type.

lookup type

An Oracle Workflow predefined list of values. Each value in a lookup type has an internal and a display name. See also lookup code.

long notes

A Purchasing feature that lets you provide up to 64K characters per note. You can add long notes to your headers and lines. Purchasing automatically wraps the note while you are typing. You can also format the note by providing extra lines or indenting parts of your message. You can provide as many long notes as you want wherever the long notes capability is available.

M

manual numbering

A numbering option to let someone assign numbers manually to documents, employees, and suppliers.

message

The text or data Oracle Alert sends when it finds an exception while checking an alert.

min-max planning

An inventory planning method used to determine when and how much to order based on a fixed user-entered minimum and maximum inventory levels.

move transaction

A transaction to move assemblies from operation to operation or within an operation on a discrete job or repetitive schedule.

multi-source

An AutoCreate option that lets a buyer distribute the quantity of a single requisition line to several suppliers whenever the buyer wants to purchase the requisition line item from more than one supplier.

N

node

An instance of an activity in an Oracle Workflow process diagram as shown in the Process window of Oracle Workflow Builder. See also process.

note name

A name that uniquely identifies a standard or one-time note. You use note names to locate a note you want to use or copy on a document.

numeric number type

An option for numbering documents, employees, and suppliers where assigned numbers contain only numbers.

O

omit

An AutoCreate option that lets a buyer prevent Purchasing from including certain displayed requisition lines when creating a purchase order or RFQ. If you omit a requisition line, Purchasing returns it to the available pool of requisition lines.

one-time item

An item you want to order but do not want to maintain in the Items window. You define a one-time item when you create a requisition or purchase order. You can report or query on a one-time item by specifying the corresponding item class.

one-time note

A unique message you can attack to an order, return, order line, or return line to convey important information.

open

An open purchase order exists if the purchase order has any lines that have not been fully invoiced and are not cancelled. If you require receipt for items you order, an open purchase order exists if any lines have not been fully received and fully invoiced and are not cancelled.

open interface

A Manufacturing function that lets you import or export data from other systems through an open interface. An example is a bar code reader device accumulating data you later import into your manufacturing system for further processing.

outside operation

An operation that contains outside resources and possibly internal resources as well.

outside processing

Performing work on a discrete job or repetitive schedule using resources provided by a supplier.

outside processing operation

Any operation that has an outside processing resource. See outside resource

outside processing item

An item you include on a purchase order line to purchase supplier services as part of your assembly build process. This item can be the assembly itself or a non-stocked item which represents the service performed on the assembly.

outside resource

A resource provided by a supplier you include in your routings, such as supplier sourced labor or services. This includes both PO move and PO receipt resources.

P

parameter

A variable used to restrict information in a report, or determine the form of a report. For example, you may want to limit your report to the current month, or display information by supplier number instead of supplier name.

period

See accounting period

period expense

An expense you record in the period it occurs. An expense is typically a debit.

periodic alert

An alert that checks your database for the presence of a specific condition according to a schedule you define.

planned purchase order

A type of purchase order you issue before you order actual delivery of goods and services for specific dates and locations. You normally enter a planned purchase order to specify items you want to order and when you want delivery of the items. You later enter a shipment release against the planned purchase order when you actually want to order the items.

PO

See purchase order.

PO move resource

An outside resource that is automatically charged upon receipt of a purchase order. PO move resources also automatically initiate shop floor move transactions upon receipt.

PO receipt resource

An outside resource that is automatically charged upon receipt of a purchase order.

position

A specific function within a job category. Examples of typical positions associated with the Vice President job include: Vice President of Manufacturing, Vice President of Engineering, and Vice President of Sales. See job

position hierarchy

A structure of positions used to define management line reporting and control access to employee information.

price break line

Supplier pricing information for an item or purchasing category on a quotation. The price you enter on a price break line depends on the quantity you order from your supplier. Usually, suppliers provide you with price break line structures to indicate the price you would pay for an item depending on the quantity you order. Generally, the more you order, the less expensive your unit price. Also, depending on the quantity you order, a supplier may provide you with different purchase conditions, such as advantageous payment or freight terms when you buy in large quantities.

process

A set of Oracle Workflow activities that need to be performed to accomplish a business goal. See also Account Generator, process activity, process definition.

process activity

An Oracle Workflow process modelled as an activity so that it can be referenced by other processes; also known as a subprocess. See also process.

process definition

An Oracle Workflow process as defined in the Oracle Workflow Builder. See also process.

proprietary account An account segment value (such as 3500) that is assigned one of the five proprietary account types.

protection level

In Oracle Workflow, a numeric value ranging from 0 to 1000 that represents who the data is protected from for modification. When workflow data is defined, it can either be set to customizable (1000), meaning anyone can modify it, or it can be assigned a protection level that is equal to the access level of the user defining the data. In the latter case, only users operating at an access level equal to or lower than the data's protection level can modify the data. See also Account Generator.

purchase order

A type of purchase order you issue when you request delivery of goods or services for specific dates and locations. You can order multiple items for each planned or standard purchase order. Each purchase order line can have multiple shipments and you can distribute each shipment across multiple accounts. See standard purchase order and planned purchase order

purchase order encumbrance

A transaction representing a legally binding purchase. Purchasing subtracts purchase order encumbrances from funds available when you approve a purchase order. If you cancel a purchase order, Purchasing creates appropriate reversing entries in your general ledger. Purchase order encumbrance is also known as obligation, encumbrance, or lien.

purchase order receipt

See receipt

purchase order revision

A number that distinguishes printed purchase order versions. Purchasing automatically sets the revision to 0 when you initially create a purchase order. Each purchase order you print displays the current revision number.

purchase order shipment

A schedule for each purchase order line composed of the quantity you want to ship to each location. You can also provide delivery dates for each shipment line. You can create an unlimited number of shipments for each purchase order line. You receive goods and services against each shipment line.

purchase price variance

The variance that you record at the time you receive an item in inventory or supplier services into work in process. This variance is the difference between the standard unit cost for the item or service and the purchase unit price multiplied by the quantity received. You record purchase price variances in a purchase price variance account for your organization. Since standard cost is a planned cost, you may incur variances between the standard cost and the purchase order price.

purchase requisition

An internal request for goods or services. A requisition can originate from an employee or from another process, such as inventory or manufacturing. Each requisition can include many lines, generally with a distinct item on each requisition line. Each requisition line includes at least a description of the item, the unit of measure, the quantity needed, the price per item, and the Accounting Flexfield you are charging for the item. See also internal sales order.

purchased item

An item that you buy and receive. If an item is also an inventory item, you may also be able to stock it. See also inventory item.

purchasing documents

Any document you use in the purchasing life cycle, including requisitions, RFQs, quotations, purchase orders, and purchase agreements.

purchasing open interface

A Purchasing function that lets you import price/sales catalog information from your suppliers. It receives the catalog data electronically, verifies and processes the data, and imports the data directly into Purchasing as blanket purchase agreements or quotations.

purge

A technique for deleting data in Oracle Manufacturing that you no longer need to run your business.

purge category

A Purchasing feature you use to purge a particular group of records from the database. Purchasing lets you choose from the following separate categories: Simple Requisitions, Simple Purchase Orders, Suppliers, Simple Invoices (only if you installed Payables), and Matched Invoices and POs (only if you installed Payables). The last category is the most comprehensive category you can choose. You should purge all appropriate documents before purging your supplier information, because Purchasing does not purge suppliers that you referenced on existing documents.

purge status

A Purchasing method of reporting the progress of a purge you initiate. The Status field lets you take an action on your purge process (Initiate, Confirm, Abort), or reports on the current status of the purge (Printed, Deleting, Completed-Aborted, Completed-Purged).

Q

quantity accepted

The number of items you accept after inspection.

quantity-based order

An order you place, receive, and pay based on the quantity, unit of measure, and price of the goods or services that you purchase.

quantity received tolerance

The percentage by which you allow quantity received to exceed quantity ordered.

quantity rejected

The number of items you reject after inspection.

quotation

A statement of the price, terms, and conditions of sale a supplier offers you for an item or items. A quotation usually includes a detailed description (specifications) of goods or services the supplier offers. Suppliers consider quotations as an offer to sell when given in response to an inquiry. A quotation may be verbal or written. You often get verbal quotations for minor purchases by telephone. You usually send a request for quotation if you want a written quotation from a supplier. Written quotations often have an effective date and an expiration date.

quotation type

A QuickCode you define to categorize your quotation information. Purchasing provides you with the following set of predefined quotation types: Catalog, Verbal, Telephone, or From RFQ. You can define other quotation types that better fit your business.

R

receipt

A shipment from one supplier that can include many items ordered on many purchase orders.

receipt exception

A control that you can set to indicate to your accounts payable group that you want to place the corresponding invoice on hold until further notice. You designate whether your purchase order shipment should be a receipt exception when you receive the item.

receipt line

An individual receipt transaction that identifies receipt of an item against a purchase order shipment.

receipt routing

A method of simplifying transaction entry by specifying routing steps for receipts.

receipt traveler

An internal routing ticket you place on received goods to show their final destination.

receiving open interface

A set of interface tables in Purchasing that lets you import information from outside of Purchasing, from Oracle or non-Oracle applications. Some examples of information imported into the receiving open interface are Advance Shipment Notices (ASNs). The receiving open interface validates the information before importing it into the Purchasing application.

reject

An option you use to indicate that you do not want to approve a document. Purchasing returns the document to its owner for modification and resubmission if appropriate.

reject over quantity tolerance

An option you use to disallow receipts that exceed the tolerance level.

release

An actual order of goods and services you issue against a blanket purchase agreement. The blanket purchase agreement determines the characteristics and the prices of the items. The release specifies the actual quantities and dates ordered for the items. You identify a release by the combination of blanket purchase agreement number and release number.

reorder point planning

An inventory planning method used to determine when and how much to order based on customer service level, safety stock, carrying cost, order setup cost, lead time and average demand.

requisition template

A feature that lets you define a list of commonly purchased items from which a requestor can create a requisition. You can define the list of items by referencing an existing purchase order. Requestors use the requisition template to create simple, pre-sourced requisitions.

request for quotation (RFQ)

A document you use to solicit supplier quotations for goods or services you need. You usually send a request for quotation to many suppliers to ensure that you get the best price and terms possible. Depending on the way you do business, you can use two general types of RFQs: specific and generic.

requisition

See purchase requisition and internal sales order

requisition approval

The act of approving the purchases of the items on a requisition. A requisition must receive the required approvals before a buyer can create purchase orders from this requisition. The approvals can come from any employee, but a requisition is fully approved only when an employee who has enough authority approves it. If you require encumbrance or budgetary control for requisitions, a requisition is fully approved only when an employee with sufficient approval authority approves and reserves funds for the requisition.

requisition encumbrance

A transaction representing an intent to purchase goods and services as indicated by the reservation of funds for a requisition. Purchasing subtracts requisition encumbrances from funds available when you reserve funds for a requisition. If you cancel a requisition, Purchasing creates appropriate reversing entries in your general ledger.

requisition pool

Requisition lines that are approved, not cancelled, and not yet on a purchase order.

reserve

An action you take in Purchasing to reserve funds for a purchasing document or an action in Order Entry to allocate products for a sales order. If the document passes the submission tests and if you have sufficient authority, Purchasing reserves funds for the document.

Reserve for Encumbrance account The account you use to record your encumbrance liability. You define a Reserve for Encumbrance account when you define your set of books. When you create encumbrances automatically in Purchasing or Payables, General Ledger automatically creates a balancing entry to your Reserve for Encumbrance account when you post your encumbrance journal entries. And General Ledger overwrites the balancing segment for your Reserve for Encumbrance account, so you automatically create the reserve for encumbrance journal entry to the correct company.

result code

In Oracle Workflow, the internal name of a result value, as defined by the result type. See also result type, result value.

result type

In Oracle Workflow, the name of the lookup type that contains an activity's possible result values. See also result code, result value.

result value

In Oracle Workflow, the value returned by a completed activity, such as Approved. See also result code, result type.

return

In Purchasing, an AutoCreate option that lets a buyer return a requisition line and all other unpurchased requisition lines on the same requisition to the requisition preparer. In Order Entry, it is the opposite of a sales order. It involves receipt of goods previously sold to a customer, credit to a customer, and possibly replacement with an identical or similar product.

return to supplier

A transaction that allows you to return to the supplier items from a fully or partially received purchase order and receive credit for them.

revision

A particular version of an item, bill of material, or routing.

revision quantity control

A condition placed on an item that ensures that you always identify an item by its number and its revision. Certain items require tighter controls than other. For instance, you may want to control the quantities you have in inventory for an item by revision. For another item, you may just want to know the quantities you have on hand across all revisions. You keep track of inventory quantities by revision when an item is under revision quantity control. You keep track of inventory quantities by item when an item is not under revision quantity control.

RFQ

See request for quotation.

S

set of books

A financial reporting entity that partitions General Ledger information and uses a particular chart of accounts, functional currency, and accounting calendar. This concept is the same whether or not the Multi-organization support feature is implemented.

ship-to location tolerance

Whether the receiving location must be the same as the ship-to location on the purchase order and whether Purchasing prohibits the transaction, displays a warning message while permitting the transaction, or permits the transaction without a warning.

shipment release

An actual order of goods and services against a planned purchase order. The planned purchase order determines the characteristics of the items on the order. The planned purchase order also has the expected quantities, prices, and ship-to locations, and delivery dates for the items on the order. You identify a shipment release by the combination of the planned purchase order number and the release number. Each planned purchase order line can have multiple shipments and you can distribute the quantity of each shipment across multiple accounts.

short notes

A Purchasing feature that lets you provide up to 240 characters on your documents. Typically, these notes are for your supplier, approver, buyer, or receiver.

source base unit

The unit of measure from which you are converting when you define your interclass conversions. You define the destination base unit in terms of the source base unit. Your source base unit is the base unit of a unit class.

sourcing

The action of identifying a purchasing source or supplier for goods or services. To identify the best sources for your purchases, you can create RFQs that you send to your suppliers, enter quotations from your supplier, and evaluate these quotations for each item you purchase.

sourcing rule

Specifies how to replenish items in an organization, such as purchased items in plants. You can also use sourcing rules to override sourcing that is specified in the bill of distribution assigned to an item.

standard note

A long note you define for Oracle Manufacturing and can later reference on as many documents as you want.

standard purchase order

A type of purchase order you issue when you order delivery of goods or services for specific dates and locations for your company. Each standard purchase order line can have multiple shipments and you can distribute the quantity of each shipment across multiple accounts. See purchase order

standard receipt

A receipt routing in which shipments are received into a receiving location and then delivered in a separate transaction. Standard receipts can be inspected or transferred before delivery.

standard unit conversion

The conversion formula you define between different units from the same unit class. You define your own standard conversion.

standard unit cost

The unit cost you may use to cost all material and resource transactions in your inventory and work in process system. This cost represents the expected cost for a component or assembly for a specified interval of time. The basis for standard cost may be the cost history, purchase order history, or predicted changes in future costs.

status check

A set of tests Purchasing performs on a purchasing document to ensure it is in a valid state before performing an approval action.

submission check

A set of tests on a purchasing document to ensure it is ready to be submitted for approval processing.

submit

To send a document to another employee without attempting to approve or reserve funds for it yourself.

substitute receipt

An option that lets you receive predefined acceptable substitutes for any item.

summary message action

A message representing one or more exceptions. The message may include introductory and closing paragraphs separated by the exceptions listed in a columnar report format.

supplier

Provider of goods or services.

supplier product number

The number your supplier assigns to an item. You and your supplier can have different item naming conventions. You can identify the item with one number (Item) while your supplier identifies this item using another number (Supplier Product Number). Using and referencing supplier product numbers helps you speed up your purchasing cycle. By referencing a number your supplier knows, you can help your suppliers understand your purchase orders and RFQs better.

supplier purchasing hold

A hold condition you place on a supplier to prevent new purchasing activity on the supplier. You cannot approve purchase orders for suppliers you placed on hold.

supplier quotation list

A list of suppliers who can provide goods or services you need. You often define a supplier quotation list for an item or class of items. You can use a supplier quotation list to generate multiple copies of a RFQ automatically and to manage supplier responses.

supplier sourced component

A component item on a bill of material supplied to work in process directly by a supplier.

T

three-way matching

Purchasing performs three-way matching to verify the purchase order, receipt, and invoice information match within tolerance.

total quantity accepted

The total number of accepted items for the receipt line.

total requisition limit

The maximum amount you authorize an employee to approve for a specific requisition.

transition

In Oracle Workflow, the relationship that defines the completion of one activity and the activation of another activity within a process. In a process diagram, the arrow drawn between two activities represents a transition. See also activity, Workflow Engine.

two-level master scheduling

A technique that facilitates the forecast explosion of product groupings into related master production schedules. The top-level MPS is usually defined for a product line, family or end product while the second-level is defined for key options and components.

two-way matching

Purchasing performs two-way matching to verify that purchase order and invoice information match within tolerance.

U

UN number

An identifier for a hazardous material. Each Identification number has a description. Identification numbers are not unique. For instance, the same UN Number may correspond to 2 closely related but different types of materials.

unit of measure

The unit that the quantity of an item is expressed.

unit of measure class

A group of units of measure and their corresponding base unit of measure. The standard unit classes are Length, Weight, Volume, Area, Time, and Pack.

unit of measure conversions

Numerical factors that enable you to perform transactions in units other than the primary unit of the item being transacted.

unordered receipt

A site option that lets you receive an unordered item. You can later batch an unordered item to an existing purchase order, or add it to a new purchase order.

UOM

See unit of measure.

usage

An attribute of your standard and one-time notes that determines how Purchasing should handle them.

V

value basis

An attribute you associate with a line type to indicate whether you order items for this line type by quantity or amount.

vendor

See supplier.

W

Workflow Engine

The Oracle Workflow component that implements a workflow process definition. The Workflow Engine manages the state of all activities, automatically executes functions, maintains a history of completed activities, and detects error conditions and starts error processes. The Workflow Engine is implemented in server PL/SQL and activated when a call to an engine API is made. See also Account Generator, activity, function, item type.

X

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