Course details
This course can be tailored for those who already use Oracle Financials and are upgrading from a previous release or those who are new to Oracle Financials. It can contain any of the modules listed on this page.
Prerequisites:
- Business Knowledge of Procurement
- Should have attended an Oracle
- Financials Navigation Course
Introduction:
- Purchasing Overview
- Financial, Purchasing, Receiving and
- Payables Options
- Document Control
- Defining Approval Rules
- Defining Approval Groups
Purchasing Profile Options:
- Create a Standard Attachment
Suppliers and Items:
- Creating Supplier Information
- Defining Suppliers
- Defining Supplier Site Information
- Supplier Lists
- Supplier Merge
- Supplier Enquiry
- Define Values
- Define an Item
- Master Item Setup and Attaching a Note
- Attach a Document to the Master Item
- Item Search
- Item Detail Listing
Purchase Requisitions and Quotations:
- Create Purchase Requisition
- View Requisitions
- Requisition Management
- Using Auto-create
- Find Requisition Lines
- Assigning Requisition Lines
- Reviewing Buyer Workload
- Setup a Requisition Template
- Quotes and Requests for Quotations
- Quotation Management
Purchase Orders:
- Set Preferences for PO
- AutoCreate Documents
- Enter a Purchase Order
- Entering Contract Purchase
- Agreements
- Referencing CPA on Standard PO
- Create a Blanket Purchase Order
- Approve a Purchase Order
- Forwarding POs
- Send PO to a Different Approver
- Recall PO for Amendments
- Purchase Order Enquiry
- Amend Orders
- Cancel Purchase Order
- Cancel Purchase Order Line
- Change Shipment Details
Receipts/Returns:
- Entering Purchase Order Receipts
- Receiving an Item (Manual,
- Express, Cascade)
- Receiving Unordered Items
- Receiving Substitute Items
- Defining Payment-on-Receipt
- Options
- Returning Items
- Receipt Enquiries
- View Receipts/Invoices
- View Invoices
Purchasing Reports:
- Print Reports
- Print Purchase Orders
- Change Printing Options
- Run the Request
Course Location
About Professional Training Solutions Ltd
Professional Training is a group of experienced specialists providing specific training and consultancy solutions, within Management Skills, I.T. systems, Human Restheirce Development, Credit Management, Sales, Finance and Engineering.
they believe in using a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation.
their recent projects include supporting major initiatives for clients in utilities, telecoms, manufacturing and software, covering:
restructuring for competitiveness
productivity improvements through updating work processes to match new technology
managing outstheircing
strategic financial planning and engineering
their methodology is to:
Work closely with clients to understand and help them prioritise their needs
Design and deliver the best mix of training activities and consultancy to establish the competencies required
Provide ongoing coaching to sustain the improved practices and processes
they create relevant, targeted, enjoyable, and interactive, training sessions which are designed to improve the retention of information by participants and create a clear link from the training to the workplace. This creates a planned, visible improvement in key business indicators such as productivity, motivation, loyalty, employee retention, and ultimately, profit.
their collaborative approach builds long-term relationships with clients. Together, they can deal effectively with the inevitable challenges all businesses face.
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