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Some of the steps below are Required, and some are Optional. Required with defaults means that the setup functionality comes with pre-seeded, default values in the database; however, you should review those defaults and decide whether to change them to suit your business needs. If you want or need to change them, you should perform that setup step.

Some of the steps below you may not need to perform if you've already performed a common-application setup (setting up multiple Oracle Applications products).

Oracle Applications Implementation Wizard

You can use the Implementation Wizard as a resource center to see a graphical overview of setup steps, read online help for a setup activity, and open the appropriate setup window. You can also document your implementation, for further reference and review, by using the Wizard to record comments for each step.

Set Up Oracle Applications Technology

The Implementation Wizard guides you through the entire Oracle Applications setup, including system administration. However, if you do not use the Wizard, you need to complete several other setup steps, including:

• performing system-wide setup tasks such as configuring concurrent managers and printers

• managing data security, which includes setting up responsibilities to allow access to a specific set of business data and complete a specific set of transactions, and assigning individual users to one or more of these responsibilities

See Also

Oracle System Administration

Oracle Workflow

Multiple Reporting Currencies

   Before you set up your Purchasing application, you should set up an Oracle Applications System Administrator responsibility. See: Oracle Applications System Administrator's Guide.

   Since Purchasing uses Oracle Workflow technology to perform document approvals, automatic document creation, and account generation via the Account Generator, you need to set up Oracle Workflow before you can use Purchasing. See: Setting Up Oracle Workflow.

Step 1 Set Up System Administrator (Required)

This step involves the following tasks:

• Set up security. In particular, define user names. See: Overview of Oracle Applications Security. See: Users Window.

• Set up printers (optional). See: Setting Up Your Printers.

Step 2 Set Up Key Flexfields (Required)

See: Oracle Applications Flexfields Guide.

Setting up key flexfields for Purchasing involves the following tasks:

• Set up accounting key flexfields. You may not need to perform this step if you have already installed and set up Oracle General Ledger or performed a common-applications setup. See also: Oracle General Ledger User's Guide.

• Set up the following Human Resources key flexfields. You may not need to set up these key flexfields if you have already installed and set up Oracle Human Resource Management Systems or performed a common-applications setup. See also: Oracle Human Resources User's Guide.

• Grade flexfield

• Job flexfield

• Position flexfield

• People Group flexfield

• Set up the following Inventory key flexfields. You may not need to set up these key flexfields if you have already installed and set up Oracle Inventory or performed a common-applications setup. See also: Oracle Inventory User's Guide.

• Item Catalog flexfield

• Item Category flexfield

• System Items flexfield

• Run item flexfield view

Step 3 Set Up Calendars, Currencies, and Set of Books (Required)

If you have defined your calendars, currencies, and set of books while setting up a different Oracle Applications product, proceed to the next step. However, if you are performing a Multi-Org implementation of Purchasing, you may optionally create more than one calendar, currency, or set of books. See: Multiple Organizations in Oracle Applications.

This step involves the following tasks:

• Set up calendars:

• Define period types. See: Defining Period Types.

• Define accounting calendar. See: Defining Calendars.

• Define transaction calendar. See: Defining Transaction Calendars.

• Define workday calendar. See: Overview of Workday Calendar.

• Define exception templates. See: Creating a Workday Exception Template.

• Define currencies. See: Defining Currencies.

• Define conversion rate types. See: Defining Conversion Rate Types.

• Assign responsibility to a set of books. See: Oracle General Ledger User's Guide.

• Set up currency rates:

• Define daily rates. See: Entering Daily Rates.

• Define period rates. See: Entering Period Rates.

• Define historical rates. See: Entering Historical Rates.

• Open and close periods. See: Opening and Closing Accounting Periods.

Step 4 Set Up Organizations (Required)

You may not need to perform this step if you have already installed and set up Oracle Inventory or performed a common-applications setup.

For the following tasks relating to setting up organizations, see: Oracle Human Resources User's Guide:

• Define organization QuickCodes.

• Define organizations.

• Define business groups.

• Define human resources organizations.

• Define legal entities organizations.

• Define Oracle users for operating-unit organizations.

• Assign operating units to legal entities.

• Set up inventory organizations. For the following tasks relating to setting up inventory organizations, see: Oracle Inventory User's Guide.

• Define inventory organizations.

• Define accounting information for inventory organizations.

• Define customers and suppliers for inventory organizations.

• Define inventory organization parameters.

• Define receiving options for inventory organization. For this task, see: Defining Receiving Options.

• Define organization hierarchies. See: Oracle Human Resources User's Guide.

• Assign business groups and operating units to responsibilities. See: Oracle Human Resources User's Guide.

Step 5 Set Up Units of Measure (Required)

You may not need to perform this step if you have already installed and set up Oracle Inventory or performed a common-applications setup. See: Oracle Inventory User's Guide.

This step involves the following tasks:

• Define units-of-measure classes.

• Define units of measure.

• Define units-of-measure conversions.

• Define inter-class unit-of-measure conversions

Step 6 Set Up Items

See: Oracle Inventory User's Guide.

This step involves the following tasks:

• Define item attribute controls. (Required with defaults)

• Define container type QuickCodes. (Required with defaults)

• Define status. (Required with defaults)

• Define item type QuickCodes. (Required with defaults)

• Define customer item commodity codes. (Optional)

• Define item templates. (Optional)

Step 7 Set Up Personnel

You may not need to perform this step if you have already installed and set up Oracle Human Resource Management Systems or performed a common-applications setup. See: Oracle Human Resources User's Guide.

This step involves the following tasks:

• Define employee QuickCodes. (Required with defaults)

• Define supplier and employee numbering. For this step, see: Defining Financials Options. (Required)

• Define employees. Use the setup window from within Purchasing for defining employees if you use Purchasing without Oracle Human Resource Management Systems. If you use Purchasing with Oracle Human Resource Management Systems, use the setup window for defining employees from within the Human Resource Management Systems application. (Required)

• Define jobs. (Required)

• Define positions. (Optional)

• Define position hierarchies. (Optional)

Step 8 Set Up Oracle Workflow (Required)

Since Purchasing uses Oracle Workflow technology to perform document approvals, automatic document creation, and account generation via the Account Generator, you need to set up Oracle Workflow, if you haven't done so already. See: Setting Up Oracle Workflow.

Step 9 Decide How to Use the Account Generator (Required)

The Account Generator process in Purchasing builds a charge, budget, accrual, and variance account for each purchase order, release, and requisition distribution based on the distribution's Expense, Inventory, or Shop Floor destination type. You must review the default process that Purchasing uses to see if it meets your accounting requirements. You can optionally customize the Account Generator for each set of books that you have defined. See: Using the Account Generator in Oracle Purchasing.

Note: This step needs to be performed for each operating unit.

Before you can use the Account Generator default process in Purchasing or customize your own process, you first need to set up Oracle Workflow if you haven't done so already. See: Setting Up Oracle Workflow.

Step 10 Define Manufacturing System and User Profiles (Required)

See: Setting User Profile Options. See: Common User Profile Options. See: Profile Options in Purchasing.

Note: This step needs to be performed for each operating unit.

Step 11 Open Inventory and Purchasing Accounting Periods (Required)

This step involves the following tasks.

Note: This step needs to be performed for each operating unit.

• Open Inventory accounting period. See: Maintaining Accounting Periods.

• Open Purchasing accounting period. See: Purchasing Periods.

Step 12 Define Subinventory Locations (Optional)

You may not need to perform this step if you have already installed and set up Oracle Inventory. See: Defining Subinventories.

Note: This step needs to be performed for each operating unit.

Step 13 Set Up Cross-Reference Types, Tax Names, and Location Associations (Optional)

This step involves the following tasks:

• Define cross-reference types. See: Defining Cross-Reference Types.

• Define tax names. You may not need to perform this step if you have already installed and set up Oracle Payables or performed a common-applications setup. See: Tax Names.

Note: This task needs to be performed for each operating unit.

• Define location associations. You only need to perform this step if you will be creating internal requisitions. See: Associating Ship-to and Receiving Locations. See also: Site Locations. See also: Assigning a Business Purpose to a Customer Address.

Note: This task needs to be performed for each operating unit.

Step 14 Set Up Approval Information

This step involves the following tasks.

Note: This step needs to be performed for each operating unit.

• Define approval groups. See: Defining Approval Groups. (Required)

• Assign approval groups. See: Assigning Approval Groups. (Required)

• Fill employee hierarchy. See: Fill Employee Hierarchy Process. (Optional)

• Define document types. See: Defining Document Types. (Required with defaults)

Step 15 Set Up Lookups and Classes

This step involves the following tasks:

• Define Purchasing lookups. See: Defining Lookup Codes. (Required with defaults)

• Define inspection codes. See: Defining Quality Inspection Codes. (Optional)

• Define hazard classes. See: Defining Hazard Classes. (Optional)

• Define United Nations (UN) numbers. See: Defining UN Numbers. (Optional)

Step 16 Define Standard Attachments (Optional)

See: Annotating Purchasing Documents. See: Attaching Notes to Purchasing Documents.

Step 17 Set Up Purchasing Flexfields (Required)

See: Oracle Applications Flexfields Guide.

This step involves the following tasks:

• Define Purchasing category flexfield structure.

• Define value sets.

• Define flexfield segments. See also: Item Category Flexfield Structures.

• Define flexfield segment values.

• Define security rules.

• Assign security rules.

• Define account aliases flexfield.

• Define cross-validation rules.

Step 18 Define Purchasing Options (Required)

See: Defining Purchasing Options.

Note: This step needs to be performed for each operating unit.

Step 19 Define Buyers (Required)

See: Defining Buyers.

Note: This step needs to be performed for each operating unit.

Step 20 Define Items (Optional)

This step involves the following tasks.

Note: This step needs to be performed for each inventory organization.

• Define items at the master level. See: Master Level vs. Organization Level. See: Defining Items.

• Define items at the organization level. See: Updating Organization Level Items.

• Define item relationships. See: Defining Item Relationships.

Step 21 Set Up Document Controls (Required with defaults)

This step involves the following tasks:

• Define line types. See: Defining Line Types.

• Start Purchasing Database Administrator. See: Purchasing Database Administration.

Step 22 Set Up Financial Options (Required)

See: Defining Financials Options.

Note: This step needs to be performed for each operating unit.

Step 23 Set Up Receiving Options (Required)

You may not need to perform this step if you've already defined receiving options in Step 4 Set Up Organizations. See: Defining Receiving Options.

Note: This step needs to be performed for each inventory organization.

Step 24 Set Up Transaction Managers and Resubmission Intervals

This step involves the following tasks:

• Start the following transaction managers. See: Administer Concurrent Managers Window. (Required)

• Receiving transaction manager

• Document approval manager

• Define resubmission intervals for concurrent processes. See: Defining Managers and Their Work Shifts. (Optional)

Step 25 Define Suppliers (Required)

You may not need to perform this step if you have already installed and set up Oracle Payables or performed a common-applications setup. See: Entering Suppliers.

Step 26 Start "Send Notifications for Purchasing Documents" Process (Required)

See: Starting the "Send Notifications for Purchasing Documents" Process.

Step 27 Set Up Document Creation Options (Required with defaults)

See: Choosing Document Creation Options.

Step 28 Set Up Approval Timeout Feature (Optional)

See: Deciding If You Want to Use the Timeout Feature.

Step 29 Start Workflow Background Process (Optional)

See: Using the Workflow Background Process.

Step 30 Modify Change Order Workflow Options (Optional)

See: Modifying Change Order Workflow Options.