Oracle Process Manufacturing (OPM) Basic Setups

The Concept:

           ADC is created for the documents like Blanket Purchase Agreement, Approved Quotes, and Contract Purchase Agreements to Release the Purchase Orders automatically.

The Process Flow:

STEP 1: Item Creation

Let’s create an item in Master Inventory with below details.

Item : MOBILE

• Unit Price : $15
• Purchasing Template
• Use Approved Supplier
• Inventory Planning Method: Min-Max
• Min-Max quantity : 25-50
• Source Type: Supplier

• Now let’s open a normal purchase order and Type selected as Blanket Purchase Agreement and approve as below.

Navigation: Purchasing->Purchase orders->Purchase orders.

Step 2: Approved Supplier List

Navigation: Purchasing->Supplier Base->Approved Supplier List.

• Enter the item we created and fill in the key Attributes as below.

• Save the above dialog box and Click on Attributes, and you will see the below form.
• Mention the Blanket Purchase Agreement number we created before.
• Release Method as "Automatic Release".

STEP 3: SOURCING RULES

Now let’s create Sourcing rules as below.
Navigation: Purchasing->Supplier Base->Sourcing Rules

Here we have created the sourcing rules as Test_Source_ADC.

 STEP 4: Assign Sourcing Rules

• Now let’s assign the sourcing rule we created before, to this form, and Assignment Set as Test_Assignment_ADC

• And if we scroll to the right above we can view Sourcing Rule/BoD where we can attach the sourcing rule we created, as below and save the form.

STEP 5: MRP Profile Option Set

• Switch to System Administrator responsibility and select Purchasing as responsibility.
• Profile: %MRP%Default% and attaché our assignment set (Test_Assignment_ADC)

• Profile Option: MRP: Default Sourcing Assignment Set 

STEP 6: Run Min-Max Planning Report and Requisition Report

• Switch to inventory responsibility and run the Min-max planning as below.
• Navigation: Inventory->Planning-> Min-Max Planning

& view the output.

• Simultaneously run "Requisition Import" report from purchasing responsibility

Navigation: view->Requests->Submit new request

• As soon as you run it, you can view four concurrent programs running at the background.

STEP 7: Releasing PO


• Now open Requisition summary and query by our item created: MOBILE.

Navigation: Purchasing ->Requisitions->Requisition Summary


• You can view the requisition line summary as below.
  
  
  

• Now we are in the final step of the process.
• Open the Purchase Order  Summary, query by our item created (MOBILE) and make sure to check the View Releases check box.

• Now below we can view our release option dialog box.

• Click on Open and Approve the BPA release order.

• Meanwhile we can check our detailed agreement value and release amount by click on agreement Tab above.

• The total Agreement amount is $50,000 and we have released an order for $780, similarly we can release multiple BPA orders correspondingly.
• This completes the process of Automatic Document Creation in Purchasing.