Fusion P2P

Fusion P2P
Fusion P2P

1. Create Inventory Location

2. Assign Business Unit Business Function for Procurement & Inventory
3. Add offerings to employee user
4. Define facilities for Procurement
5. Create item master organization
6. Configure Procurement Business Function
7. Configure Requisitioning Business Function
8. Manage Common options for Payables and Procurement
9. Receiving parameters
10. Procurement agent
11. Manage Transaction Account Definitions
12. Transaction Account Definition
13. Manage Subledger Accounting Options
14. Managing Requisition & Purchasing Document Approvals -Rule
15. Assign Roles to User
16. Provide Data Access for User
17. Run LDAP job
18. Create Subinventory
19. Create Item Class
20. Create Items and assign to Inventory Organization
21. Create Requisition & approve
22. Create Auto PO & approve
23. Create Receipt
24. Check on hand quantity
25. Create Invoice in AP

1. Create Inventory Location

In FSM page search for task ‘Manage Locations’ >> Create

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Submit

2. Assign Business Unit Business Function for Procurement & Inventory

In implementation project search for task ‘Assign Business Unit Business Function’ >>
Make sure Procurement, Requisitioning and Receiving are checked

3. Add offerings to employee user

i) Materials Management and Logistics
ii) Product Management

4. Define facilities for Procurement

Workday calendar in EBS = Below 3 facilities in Fusion
i) Facility shifts
ii) Facility workday pattern
iii) Facility schedules

i) Facility shifts
In implementation project search for task ‘Manage Facility Shifts’ (path: Materials
Management) >> Create >> Name: Tata 8 Hours Shift; Start Time: 8:00 AM; Duration: 8;
Shift Detail Type: None >> Save and Close

ii) Facility workday pattern

Task ‘Manage Facility Workday Patterns’ >> Create >> Name: Tata Workday Pattern;
Length in Days: 7; Start Day: 1; End Day: 5; Shift Name: Tata 8 Hours Shift >> Save and
Close

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iii) Facility schedules
Task ‘Manage Facility Schedules’ >> Create >> Name: Tata Schedule; Sequence: 1; Pattern
Name: Tata Workday Pattern >> Save and Close

5. Create item master organization

In implementation project search for task ‘Manage Item Organizations’ (Path – Product
Management) >> Create >> Name: Tata Item Master Inventory; Organization:
TATAITEMMASTER; Location Address name: Tata Inventory Location >> Next >> Item
Master Organization: Tata Item Master Inventory; Starting Revision: 1 >> Save and Close

In implementation project search for task ‘Manage Inventory Organizations’ (Path –

Product Management) >> Create

Next

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Save and Close

6.Configure Procurement Business Function

= Purchasing options in EBS
Task ‘Configure Procurement Business Function’ >> Payment Terms: Immediate;
Inventory Organization: Tata Inventory Organization; Line Type: Goods; Currency: GBP;
Conversion Rate Type: Corporate >> Save and Close

7. Configure Requisitioning Business Function

Save and Close

8. Manage Common options for Payables and Procurement

Task ‘Manage Common options for Payables and Procurement’ >> Enter COA values >>
Save and Close

9. Receiving parameters
= Receiving options in EBS
Task ‘Manage Receiving Parameters’

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Save and Close

10. Procurement agent

Task ‘Manage Procurement Agents’ >> The agent ‘SRIKANTH, EMPLOYEE’ has already
been created in Payables.

11. Manage Transaction Account Definitions (Accrual account(Liability), Charge

account(Expense), Destination charge(Expense), Destination variance(Expense),
Variance(Expense))
In Fusion we have to specify account using PO-TAB (Purchasing Transaction Account
Builder).

i) Manage Account Rules

In implementation project search for task ‘Manage Account Rules’ (Path – Procurement…
Define Transaction Accounts) >> Create

Save and Create Another

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ii)Name: Tata Charge Account; Short Name: TATA_CHARGE_ACCOUNT; Value Type:
Constant; Value: C01.D01.E01

iii)Name: Tata Destination Charge Account; Short

Name: TATA_DESTINATION_CHARGE_ACCOUNT; Value Type: Constant; Value:
C01.D01.E01

iv)Name: Tata Destination Variance Account; Short

Name: TATA_DESTINATION_VARIANCE_ACCOUNT; Value Type: Constant; Value:
C01.D01.E01

v)Name: Tata Variance Account; Short Name: TATA_VARIANCE_ACCOUNT; Value Type:

Constant; Value: C01.D01.E01

12. Transaction Account Definition

Task ‘Manage Transaction Account Definitions’ >> Create >> Create Transaction Account
Definition’ page opens. Even its Transaction Account Definition we still call it as
Transaction Account Builder (TAB)

Activate

13. Manage Subledger Accounting Options

Task ‘Manage Subledger Accounting Options’ >> Path: Procurement > Define Common
Procurement Configuration > Define Transaction Accounting for Procurement > Define
Transaction Account Rules >> Search ‘Tata Primary Ledger’ >> Purchasing (In case we do
not see Purchasing then edit any component and close)>> Edit accounting options >>
Transaction Account Definition: Tata PO TAB >> Save and Close

14. Manage Requisition & Purchasing Document Approvals – Rule

Task ‘Manage Requisition Approvals’ >> Select stage and disable existing rule >> Select
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participant: Postapproval Header Consensus and enable >> Edit rules >> Create >> Rule:
Tata Autoapprovals; Priority: Medium >> Ok >> Add Condition >> Attribute:
Requisitioning BU; Value Tata Business Unit >> Ok >> Add Actions >> Action Type:
Automatic >> Ok >> Save and Close >> Deploy
Task ‘Manage Purchasing Document Approvals’ >> Select stage and disable existing rule
>> Select participant: Postapproval Consensus and enable >> Edit rules >> Create >>
Rule: Tata Autoapprovals for PO; Priority: Medium; Description: Tata Autoapprovals for
Purchase Orders >> Ok >> Add Condition >> Attribute: Procurement BU; Value Tata
Business Unit >> Ok >> Add Actions >> Action Type: Automatic >> Ok >> Save and Close
>> Deploy

15. Assign Roles to user

Security console >> Assign below roles:
Procurement Manager; Procurement Requester; Procurement Preparer; Advanced
Procurement Requester; Inventory Manager; Warehouse Manager; Warehouse Operator

16.Provide Data Access for User

FSM search ‘Manage Data Access for Users’ >> Create

17. Run LDAP job

Submit ‘Retrieve Latest LDAP Changes’
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18. Create Subinventory
Implementation project >> Task ‘Manage Subinventories and Locators’ >> Organization:
TATAINVORG >> Create >> Subinventory: Tata Subin; Description: Tata Subinventory >>
Save and Close >> Done

19. Create Item Class

Implementation project >> Task ‘Manage Item Classes’ >> Select Root Item Class and
click on Create >> Name: Tata Item Class; Internal Name: TATA_ITEM_CLASS; Description:
Tata Item Class >> Save and Add Details >> Item Management tab >> Item Number
Generation Method: Sequence Generated; Starting Number: 1000; Prefix: TATA_;
Increment By: 1; Item Description Generation Method: User Defined; >> Security tab >>
Add >> Principal: Person; Name: SRIKANTH.EMPLOYEE; Organization: TATAINVORG >> Go
to Actions (bottom of same page) >> Select all actions, Apply and Ok>> Similarly add
Principal: Person; Name: SRIKANTH.EMPLOYEE; Organization: TATAITEMMASTER >> Go to
Actions (bottom of same page) >> Select all actions, Apply and Ok>> Save and Close

20. Create Items and assign to Inventory Organization

Navigator >> Product Management >> Product Information Management >> Tasks panel
>> Create Item >> Organization: TATAITEMMASTER; Create New; Number of Items: 1;
Item Class: Tata Item Class; Select Purchased Item >> Ok

Overview tab >> Primary Unit of Measure: Ea >> Associations tab >> Make sure two
organizations exist – TATAITEMMASTER & TATAINVORG >> Save >> Apply >> Save and
Close

21. Create Requisition & approve

Navigator >> Procurement >> Purchase Requisitions >> More Tasks >> Enter Requisition
Line >> Deliver to Location: Tata Inventory Location >> Save and Close
Again More Tasks >> Enter Requisition Line

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Add to Cart >> Go to cart & Submit >> Manage Requisitions >> Search >> See the status
is Approved

22. Create Auto PO & approve

Navigator >> Procurement >> Purchase Orders >> Under Requisition Lines click on
Number >> Select the line and click on Add to Document Builder >> Enter Supplier info
>> Ok >> Create >> The document (Purchase Order) 1 was created. >> Submit >> The
document (Purchase Order) 1 was submitted for approval. >> Tasks panel >> Manage
Orders >> Search >> Here status is Open (In Fusion Open = Approved)

Creation of manual PO
Navigator >> Procurement >> Purchase Orders >> Tasks panel >> Create Order

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Create >> Enter line details >> Schedules tab enter some Promised delivery date

Save >> Submit >> The document (Purchase Order) 2 was submitted for approval.
Status will be Open (= Approved in Fusion)

23. Create Receipt

Navigator >> Supply Chain Execution >> Inventory Management >> Tasks panel >> Show
tasks: Receipts >> Receive Expected Shipments >> Search PO:1 >> Select line and click on
Receive >> Quantity: 1 >> Create Receipt >> Submit >> Receipt 2 was created. Number of
lines: 1. >> Tasks panel >> Put Away Receipts >> Receipt number: 2 & Search >> Select
line and Put Away (Here the item gets moved from staging area to targeted inventory) >>
Submit >> The put away transaction was created.
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24. Check on hand quantity
Navigator >> Supply Chain Execution >> Inventory Management >> Tasks panel >> Show
tasks: Inventory >> Manage Item Quantities >> Search >> On hand quantity is 1

25. Create Invoice in AP

Navigator >> Payables >> Invoices >> Tasks Panel >> Create Invoice >> Select Match
Invoice Lines and click on go >> Select Match >> Apply >> Ok

Save >> Validate >> Save and Close

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