Enhance your procurement process with project pipeline management for Procurement

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Oracle Fusion functional consultant so in today's video we will see how to integrate the project module from the procurement module so any procurement module we will create the purchase order and whatever the cause that we are creating through the purchase order we will push that cost projects module first we will see what are the basic configurations that you need to be set in the application for proceeding with the project module integration so we will see the basic setups in the application for the procurement module so let's move directly to the application where we will see the basic setups related to project module go to the setup and maintenance like this setup area as a procurement now go to the procurement Foundation functional area and these are the required setup that you need to configure for the procurement module so first you will go to the management government agent here we have to create the procurement agent so for creating the new procurement agent you have to click on this create icon and I have logged in with the Casey Brown user and that user is already the procurement agent so when you will provide here the procurement agent details these are the functionalities that your procurement agent can perform you can select or enable the check boxes as per your own business requirement you can see here this user is already the procurement agent now click on done now move to the next task that is manage payment term here you can create your own payment term as per the business requirement I will use the standard one now these are the two Setters that you need to configure for the procurement module for the configuring these setups you need to create the inventory organization so we will move to the Supply Chain management work area and we will create a inventory organization there come to the suppliers functional area and go to the manage inventory organization task for creating the new inventory organization you have to click on this create icon give the name of your inventory organization select the business unit that you want to associate with this inventory organization you can see here by default the location address detail has been taken by the system Mouse like the legal entity here so we have filled out the necessary information now you can click on next now you have to select here the item Master organization so these are the master organization available so I am taking it as operations click the item grouping behavior let's take it as definition organization now select the schedule here let's take it as 12r Monday start and you can enable these check boxes as per your own business requirement so I'm leaving it with the default enable check boxes now click on Save and close and then click on done so we have created the inventory organization let's move back to the procurement setup area like procurement Foundation functional area here and now click on this configure procurement business function task like the business unit here and now click on OK you can see here you have to select the inventory organization here let's search for the one that you have created rest of the information you can select as per your business requirement so I am proceeding for the with the already pension detail now go to the document types in the documents type you have to select the purchase order and rest of the details are coming as per the default setting and now click on Save and close and then move to the next task that is configure requisitioning business function click the view here select the default deliver to organization so this is the inventory organization that we have created now select your inventory organization here and here you have to associate your business unit now click on Save and close now whenever we will create the purchase order through the procurement module you have to do the tab setups and now what is tab full form of tab is transaction accounting Builder whenever we will create the purchase order system is going to verify the code combination and that code combination will be derived from the tabs at up so where you have to configure this tab setup go to the functional area that is procurement transaction account rules and here you can see you have to create the mapping set accounting rules then you have to create the transaction accounting definition so we have created the SLS setups for the project module in the same way when we talk about the procurement module you have to create these setup for the accounts now we have to create the account rules whenever you will create any purchase order it will search the account that you are configuring through these setups so this is the same like SLS authors but in the procurement module you have to create the tab setups now for creating the account rules you have to click on this add icon for the procurement module you have to create the charge account that will be our expense account and you have to create the accrual account that is for the liability account now give the name to your account rule let's take it as PPM charge account select your chart of account here foreign type here so I am taking it as account combination you can do it at segment level also at Value sets so I am creating the account pool at account combination and now you have to give the rule here click on this add icon let's take it as constant so whatever the value I will take in this rule whenever where you will create the purchase order in the application it will fetch the charge account from the combination that we will give here so in the charge account we will select the expense account which expense account will be debited you have to select let's search for any expense account here let's take it as applies and click on OK now click on Save and close or save and create another we have to create one more account tool that is for our accrual account where we will create the liability account combination give the rule here and now we will give here the library account let's take it as constant let's search for clearing account here let's take accounts PayPal clearing for our accrual account now click on Save and close so we have created the charge account and also we have created the accrual account now click on done now go and create the transaction account definition here you will associate the accounts rules that we have created now click on the task and then click on this create icon now you can see here it is asking for accrual account charge account destination destination charge account destination various account and variance account so we have created the accrual and charge account so we will give the charge account and accrual account in these combinations so let's create transaction account definition here against like the chart of accounts here now let's provide the account combination rule that we have created now this is the rule that we have created let's provide the charge account here let's search for it now in case if you want any of the transaction account type to be override then you have to provide here the segment rules for company line of business account cost center level product or inter company if in case you want your accrual account and charge account to be used by default then you have to mention it out here and if you in case you want to override it then you have to provide this detail so in my case I want to be used as default rules so I am mentioning only here now you have to click on this activate icon click on done now let's move to the subledger accounting options so as we seen while creating the SLA configuration that you have to associate your journal entry rule set to your accounting method in the same way you have to associate your transaction account definition in your subledger accounting options in the procurement module so let's move to this task that is manage subledger account options now here you have to do it at Ledger level so give The Ledger that you are using here this is the user in which we are working right now click on search so you have to associate the tag setup that you have created at accounting options in the papers module level now select here this line and then go to the accounting options click on edit icon now you can see here the sublected application purchasing you have to associate your tag setup that is transaction account definition so here you have to associate the tag configuration that you have done now so this is this tag that we have created select here and now click on Save and close then click on done now whenever you will create the purchase order it has to be approved so for those approval setups you have to go to the functional area approval management without approval the PO will not get validated and if po will not get validated you won't be able to create receipt and if you won't be able to create the receipt we won't be able to create the invoice so approval is must for the purchase order now approval is uh done at two level that is at header level and also at purchasing purchasing document approvals first we will see how to create the approval for requisition approvals so we will set the approval at automatic basis you have to enable only one hierarchy here so I will enable this hierarchy and if there's any other hierarchy which is enabled you have to disable it first so all the other hierarchies are disabled so I am enabling only this hierarchy now you have to select this data and you have to go to the edit rows icon let's click on this create icon here you have create the approval as automatic approval so for that you have to create the rule let's take it as ppmpo approval rule here you have to select the priority let's take it as high as then system will take this approval on the highest Authority when you will select the priorities the highest then system will take it as its highest priority now click on OK scroll little down now here you have to add the condition let's take it as approvable task attribute okay at what level you want to create the approval you have to select it out here let's take it as requisitioning View and click on OK now say if my requisitioning view is US1 business unit then system has to take the purchase order approval as Auto approval so let's take operator as equal you can select the operator as per your own requirement I am taking it as equal and I'm taking it the value type as value and the value I will take my view because how system will read whenever I am creating the purchase order and it is related to this bu then the purchase order that I have created will be on the auto approval take this View and then click on OK now what system has to do if it verify that this is the business unit while creating the purchase order then you have to add some action to it in the action type I will take it as automatic if in case you want your purchase order to be approved by some group then you can do the configurations likewise now I am taking it as Auto approval so in the action type I have to take it as automatic and what should be the set outcome it should be approved now click on OK so I have created the rule then I have given the condition then I have given the action now click on Save and close in the same process I have to create the approval rules for purchasing documents now click on deploy click on done here now go to the manage purchasing document approvals in the same way you have to disable if any other approval rules are enabled and let's take it as term approval serial only select this data and then click on edit rules and we have to create the rule in the same way we have created for the requisitioning view click on this create icon let's take it as the highest priority at the condition here let's search here for procurement view so we will create this rule for approval at procurement uh bu level like the view here now you have to add the action like the action type as automatic and in the set outcome we should be selected as approved now click on OK so we have created the rule and we have given the condition and we have added the action now click on Save and close again you have to click on deploy and then click on done click on OK and then click on done now you have to do some configurations at receipt level also let's select the functional area is receiving and you have to select some receiving parameters so what should be the action when receipt is exceed then we should get some warning over receive action let's take it as warning in the receipt delivery we have to dispatch the material and what should be the receipt number generation should be automatic what kind of numbering that you want to give to your receipts let's get a numeric and I'm taking it as double zero one and in the RMA that is at the time of Return of material how you want to take it the receipt routing let's take it as Direct Delivery and then click on Save and close so we have configured the basic setups that are required for procurement and in the uh next session we will see how to create the purchase order in the application and how to integrate the cost from procurement modules to project module thank you so much for watching the video