21/03/2015

Document1525942.1

WhatistheRequirementsandLicenseesRequiredtoCreateandReceiveComplexPO?(DocID
1525942.1)
InthisDocument
Goal
Solution

APPLIESTO:
OraclePurchasingVersion12.1.3andlater
Informationinthisdocumentappliestoanyplatform.

GOAL
WhatistherequirementsandlicenseesrequiredtoCreateandReceiveComplexPO?

SOLUTION
Licensing"ServicesProcurement"productwillhandletwoflowsa)HiringofContingentWorkersandb)Procurementof
ComplexWork.Therewillnotbeanyneedtolicenseadditionalmoduleswhenyouuse"ComplexWork"flow.When
youareplanningtouse"ContingentWorker"thenyoumayneedadditionalmoduleslikeOTLfortimebooking.
Licensing"ServicesProcurement"productwill
a)Allowuserstosettheprofile'PO:EnableServicesProcurement'to'Yes'.Whenthisprofileissettoyesthenthe
complexpaymentsectionwillbevisibleinDocumentstyledefinition
b)Whenthedocumentstyledefinitionhas"ComplexPayment"sectionfilledandthesameisusedinordercreation
thentheuserswillbeinapositiontodefineadvance,retentionandrecoupmentrateintheorderdocument.
Therewillnotbereceiptscreatedincaseofcomplexpaymentinsteadworkconformationwillbecreatedwhichwill
reportworkandhelpinprogresspayment.Theflowisasbelow:
Step1:CreatePurchaseOrderscreenbyselectingthedocumentstyleas"ComplexServices(Actuals)PO,thelinetype
shouldbespecifiedas"FixedPriceServices".
Step2:ThedetailsrelatedtoAdvanceandretainagecanbeprovidedbytakingthe"Pencil"iconfromLinesTab
Step3:PayItemsforaPOLinecanbeaddedandthepayitemcanbeLumpsum,MilestoneorRate.(TheLineamount
shouldmatchwiththePayitemsvalue)
Step4:SpecifyChargeAccountDetails.Saveandapprovethedocument.
Step5:LoginassuppliertoviewthedetailsoftheOrder
Step6:CreateaInvoicewithinvoicetypeas"Prepayment"forthePurchaseorderdocument
Step7:CreateWorkConfirmationbylogginginassupplierthroughispforthedifferentpayitemsspecifiedintheorder
documentandsubmititforapproval
Step8:Run"ReceivingTransactionProcessor"concurrentprogramandwhentheconcurrentprogramissuccessful
checkthenotificationsummaryforthemailrelatedtoWorkconfirmationapproval
Step9:LoginasBuyerandapprovetheWorkConfirmation
Step10:Theretentionamountcanbereleasedbyselectingtheinvoicetypeas"NetofRetainage"
Nowansweringyourquestions,
a)"ServicesProcurement"moduleshouldbelicensedwhenwewanttouseadvances,retentionandretainageinorder
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d)Theremaynotbeneedforanyadditionalmodulelicenseiftheusageisrestrictedonlyto"ProcurementofComplex
work".Ifthecustomerintendstouse"ContingentWorkerflow"aswellthenadditionalmoduleswillbeneeded
c)Therearenospecificsetupexceptforprofilesetupanddocumentstyledefinitionforusingcomplexwork
d)Wearenotsurewhyyouneedtohaveiprocurmentaspayitemsandadvancedefinitiondonothappenat
iprocurmentlevel

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