Creating a Supplier in Oracle Fusion 24D

 

 

 

Creating a Supplier in Oracle Fusion

Creating a supplier in Oracle Fusion involves several key steps to ensure accurate setup and integration within your procurement processes. Here’s a consolidated guide:

1. Assign Necessary Roles

• Ensure that the user responsible for creating suppliers has the appropriate roles assigned:
  • Supplier Administrator: Code: ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT
  • Supplier Manager: Code: ORA_POZ_SUPPLIER_MANAGER_ABSTRACT
• These roles can be assigned via the Security Console.

2. Configure Supplier Numbering

• Navigate to: Setup and Maintenance > Procurement > Suppliers > Specify Supplier Numbering.
• Decide whether supplier numbers are generated automatically or manually assigned.

3. Define Supplier Types

• Go to: Setup and Maintenance > Procurement > Suppliers > Manage Supplier Type Lookup.
• Specify different supplier types (e.g., contractor, manufacturer) to categorize suppliers effectively.

4. Set Up Tax Organization Types

• Access: Setup and Maintenance > Procurement > Suppliers > Manage Tax Organization Type Lookup.
• This setup helps in segregating data based on tax classifications.

5. Configure Supplier Registration and Profile Change Requests

• Navigate to: Setup and Maintenance > Procurement > Suppliers > Configure Supplier Registration and Profile Change Request.
• Determine the information required from suppliers during registration and any subsequent profile updates.

6. Manage Supplier Registration Approvals

• For internal supplier registrations:
  • Setup and Maintenance > Procurement > Approval Management > Manage Internal Supplier Registration Approvals.
• For external supplier registrations:
  • Setup and Maintenance > Procurement > Approval Management > Manage Supplier Registration Approvals.
• Define approval hierarchies and workflows as per organizational requirements.

7. Create the Supplier

• Navigate to the Suppliers module:
  • Navigator > Procurement > Suppliers.
• Click on Create Supplier.
• Fill in the necessary details:
  • Business Relationship: Choose between ‘Prospective’ (for negotiation purposes only) or ‘Spend Authorized’ (allows financial transactions).
  • Supplier Name: Enter the official name of the supplier.
  • Tax Details: Provide relevant tax information as required.
• After entering the details, click Create to finalize the supplier setup.

8. Add Supplier Address

• Within the supplier profile, navigate to the Addresses tab.
• Click on Create and input the address details:
  • Address Name: A unique identifier for the address.
  • Country: Select the country from the list.
  • Address Line 1: Street address.
  • City, State, Postal Code: Enter the respective details.
• Specify the Address Purpose (e.g., Purchasing) to define the function of the address.

9. Create Supplier Site

• In the supplier profile, go to the Sites tab.
• Click on Create and provide:
  • Address Name: Select from previously entered addresses.
  • Site Name: A unique name for the site.
  • Procurement BU: Choose the business unit responsible for procurement.
  • Site Purpose: Define the purpose(s) of the site (e.g., Purchasing, Payables).
• Save the site details to establish the supplier-site relationship.

10. Assign Supplier Site to Business Units

• Navigate to the Site Assignments section within the supplier profile.
• Assign the supplier site to relevant client business units (BUs) and specify the Bill-to BU responsible for invoice processing.

By following these steps, you can effectively set up a supplier in Oracle Fusion, ensuring all necessary configurations are in place for seamless procurement operations.

 

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