sop supplier

1. Procedure Overview.. 4

Process Mapping. 4

2. Introduction. 5

Overview. 5

Learning Objectives. 5

3. Supplier Inquiry. 6

Section Overview. 6

Procedure for Supplier Inquiry. 6

4. Supplier Creation. 8

Section Overview. 8

Procedure for creating a new supplier 8

Additional tax information. 11

1. Procedure Overview

Process Mapping

2. Introduction

Overview

We need to have an active supplier in our database before we can process the invoice for payment. Whenever goods or services are received from a new supplier, we need to enter his details in our database.

This module will help us understand the procedure for creating a new supplier in Payables and enter details about him.

Learning Objectives

On completing this module, you will be able to:

¨ Search for an existing supplier

¨ Create a new supplier

3. Supplier Inquiry

Section Overview

Before creating a new supplier, it is a good idea to confirm if the supplier exists in our system or not. This section explains the procedure for searching information for an existing supplier.

Procedure for Supplier Inquiry

Here are the steps for conducting supplier inquiry in the system.

Step 1: Login to Oracle System and select India Local Payables from the Responsibilities Screen.

Step 2: Select Supplier->Inquiry from the Navigator Screen.

Step 3: The Find Suppliers window will appear. Type some supplier information in this screen and click FIND button.

Step 4: If the supplier is found, the information will shown in the next screen. If no supplier is found you will get an error message. Then you can continue to create a new supplier in the system.

4. Supplier Creation

Section Overview

This section explains the procedure for creating a new supplier in Payables.

Procedure for creating a new supplier

Here are the steps to create a new supplier.

Step 1: Select Suppliers->Entry from the Navigator screen..

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Step 2: A supplier window will open up. Type the name of new supplier in Supplier Name field and click Save. A new Supplier Number will be automatically generated.

Tip: You can press F11 in this screen to enter into Enter-Query Mode and search for suppliers.

A new supplier has been created. But now we will need to feed in more information about the system.

There are various tabs in which we can fill the information. Given below is the list of some important fields we need to fill in. +

-+

Tab	Field Name	Description
Classification	Type	Type of supplier e.g. Employee, Private Co, Govt. Co. etc
Classification	Employee Name	If the supplier is employee of the co.
Payment	Terms	Default Terms of Payment. E.g. Immediate, 60 days, 15 days etc
Payment	Pay Group	To which payment group it belongs. This is used in making Batch Payments
Payment	Payment Method	Check, Wire, Electronic, Clearing
Accounting	Distribution Set	The default distribution set to be used when the invoice from the supplier is booked
Accounting	Prepayment	The default GL account to be used incase of Prepayment Invoice booking

Other fields can be filled if required. After filling all the required fields.

Step 3: Click Sites Button.

Fill in the Site Name of the supplier. Site Name can be W, N, S or B.

Other additional details like Country, Address, City, Contacts etc must be filled in this form.

After entering all the information click on the SAVE Button.

A new supplier with a site has been created in the system and invoices can be processed in the system.