PURCHASING END TO END SETUP STEPS:
Attach the Profile HR:user Type = HR with Payroll User
1)Locations in HRMS
(US HRMS Manager =.Work Structure=>Location)
2)Business groups in HRMS
Assign the Profiles
SOB Creation
Create Inventory Work Calendar attach to Inventory organization
Inventory=>Setup=>Organizations=>Calendar=>Create Calendar=>Tool Menu=>build
3)Create all Organization(SOB,LE,OU,IO)
4)Organization hierarchy
5)jobs
6)Positions
7)Position hierarchy
8)Create Two Employee 1)Clerk 2)Manager Assign the manager to the Clerk.
9)Submit Program from SRS Window Fill Employee Hierarchy.
9)Creation of Combo Responsibility(PO,INV,GL,AP) attach Menus, attach RequestGroup
10)Attach the Profiles
Businesgroup
Set of Books
Operating Units
Attach the Profile called (MO:Operating Unit for the Responsibility)
11)Run the Porgram called Replicate Seed Data.
12)Goto Purchasing Assign the Set of Books.
PO=>Setup=>Organization=>Set of Books=>Choose
13)Purchasing Options
14)Recceving Options
15)Financial options
16)Find the Documents and assign the Approval hierarchy (IBM hierarchy)
17)Assign the Approve Hierarchy to the All Documents.
Purchasing =>Setup=>Purchasing=>Document Types.
18)Define the Approval Group (Setup=>Approval=>approval Groups)
Assign the Hierarchy to the Document Types.
Purchasing=>Document Types.
19)Assign Approval groups to the Documents.
20)Item Creation in Inventory (Inv=>item=>master Items)
21)Creation SubInventory (Inv=>Setup=>Organizations=>Subinventories)
22)Create Users from sytem administrator to the Employees.
Include the Employee names in the Buyers List.
23)Login with Clerk and create Requisition if limit crossed then goto manager login
open the notification summary and Approve.
