Medifast Purchasing Configuration Workbook

Document Control Information
Document Information
Document
Configuration Design: Purchasing
Identification
Document Name Medifast Purchasing Configuration Workbook
Project Name Medifast Cloud Financials Implementation Project
Client Medifast
Document Author Deloitte Consulting LLP
Document Version V4.3
Document Status Active
Date Released 29-Mar-22
Document Edit History

Version Date
1 8-Feb-19
2 8-Oct-19
3 10-Feb-19
3.1
25-Sep-20
3.2
23-Sep-20
3.2
16-Oct-20
3.3
19-Mar-21
3.4 21-Apr-21
3.5
30-Apr-21
3.6
20-May-21
3.7
17-Sep-21
3.8
25-Oct-21
3.9
12-Jan-22
4.0
14-Feb-22
4.1
15-Mar-22
4.2
25-Mar-22
4.3
29-Mar-22
4.4
29-Mar-22
Document Review/Approval History

Date Name
Distribution of Final Document

The following people are designated recipients of the final version of this document:
Name Organization/Title
RFC/ITSD Number Additions/Modifications/
NA First draft
NA changes for SIT4
NA Changes for UAT
Changed setup for Manage Requisition Business

RFC-1784 / ITSD-35325 Functions to remove OM1 as a default location
(TAB-Requisitioning BusinessFunction)
Change in setup for Switching the approvals from

RFC-1789 / ITSD-36485 RICH to WHITNEY (TAB- Procurement Approval
Groups)
Changed setup in Configure Procurement Business

Function for the specific Business Unit(Jason
RFC-1870 / ITSD-36359 Pharm) . Enabled 'Allow manual price update on
fulfilled orders'. TAB- Procurement Business
Function
Changed the setup for Manage Purchasing Line

Types 'Goods' , for Receipt Close Tolerance
RFC 2411/ OCE 846
RFC-2671 Updated the Change Order Approval Rules
New lookup created -
MED_JBHUNT_EXCLUDED_VENDORS in
RFC-2722/OCE-936 Manage Common Lookups
Enabling Supplier Model audit attributes through
RFC 2812/OCE 592 Manage Audit Policies
Changed Purchase Order Layout for RFC-3290 in
RFC-3290/OCE-1142 Configure Procurement Business Function
Updated Christine Shelton as a buyer in Manage
RFC-3438/ITSD-107449 Purchasing document approvals
Updated Manage Purchasing document approval
RFC-3731/ITSD-79612 for Retroactive Price Change
Replace Buyer Christine Shelton mail id from

Christine.Shelton@optavia.com to
Christine.Shelton@medifastinc.com in sheet
Manage Purchasing Doc Approvals
RFC-3911/ITSD-127749
Jessica Carter email to be added to the approval

rules- jessica.carter@medifastinc.com
RFC-4033/ITSD-134233
Purchasing approval rule -POCO- Adding New Line
RFC-4069/ITSD-122074 to a PO rule to be disabled
Updated the Final Spend Authorized Supplier

Approver to Gretchen Clark from Doug Zimmerman
RFC-4086/ITSD-122824
Pallet Size & Supplier Lead Time DFF creation on

Approved Supplier List
RFC-4144/ITSD-133694
Organization/Title
Prepared/Revised
by
Ashish Kale
Ashish Kale
Ashish Kale
Sandeep Chandel
Ramana Reddy
Sandeep Chandel
Srinivas Malladi
Tanveer Mahajan
Vikalp Sharma
Srinivas Malladi
Vikalp Sharma
Ramana Reddy
Swathi Likhitapudi
Madhuri Chinta
Madhuri Chinta
Madhuri Chinta
Kranthi Bharadwaj
Ramana Reddy
Comments
Instructions
Sr. No Instruction On
1 Action
2 Return to Setup Checklist
3 Module
4 Project
5 Task
6 User
7 Navigation
8 Setup Description
9 Setup Checklist
Comments
Actions Column in each worksheet for every record of tables have possible values like
‘Search/Add/Update/No Change’.
i) Search - Implies user need to search the existing Oracle seeded value either to update or
add some values to it.
ii) Add - Implies user need to add new value/attribute to the setup task.
iii) Update - Implies user need to update the existing Oracle seeded value/attribute.
iv) No Change - Implies user need to take no action and the Oracle seeded functionality is
being used directly without any modifications.
Return to Setup Checklist' is a hyper link at each setup page. It can be used by the user to
navigate back to 'Setup Checklist' page.
Module defines the Oracle Fusion module for which the configuration details are mentioned.
Project defines the project name for which configuration details are mentioned in specific.
Task defines the task in Oracle Fusion where configurations are to be done.
User defines the user name to be used for setup and configurations having access to them
in Oracle Fusion.
Navigation defines the path to follow in Oracle Fusion in order to navigate to particular task
for updating configurations.
Setup Description defines the purpose of the configuration at a given page.
Enlists all setups to be done for the module. Each steps defined at setup page are
hyperlinks.This helps user in navigating to the particular setup page directly.
c
Setup Checklist
Need from
# Step
Medifast
1 Supplier Type
2 Locations
3
Business Unit
4
Create Procurement Agents
5
Requisitioning Business Function
6
Procurement Business Functions
7
Manage Mapping Sets
8
Manage Account Rules
9
Manage Transaction Account Definitions
10 Manage Accounting Options
We are using
Inventory Catalog,
11 assigning it to
Purchasing Functional
area
Manage Functional Area Catalogs
12 Procurement Approval Groups
13 Manage Requisition Approvals
14 Manage Purchasing Document Approvals
15 Manage Supplier Spend Authorization Approvals
Manage Internal Supplier Profile Change Approvals

Configure Supplier Registration and Profile Change Request
17 Manage Procurement Document Numbering
18 Specify Supplier Numbering
19 Manage Purchasing Line Type
20 Manage Descriptive Flexfields
21 Manage Value Sets
22 Manage Change Order Template
23 Manage Common Options for Purchasing and Payables
24 Personalizations
25 Self Serv Proc Profile Options
26 Document Style
27 Manage Carriers
28 Manage Administrator Profile Values
29
Manage Reference Data Sets
30
Manage Business Unit Set Assignment
31 Manage Freight Terms Lookup
Pending confirmation
32
from business
Manage Buyer Assignment Rules
33 Notifications
34 Offerings Enabeling
35 Manage Geographies
36 Disable User categories
37 Employee Conversion Setup Task
38 Manage Common Lookups
39 Manage Audit Policies
Comments - Data or
Description
business confirmation
Supplie Types like Contractor etc. Complete
Locations for 1099 reporting Complete
Add Procurement,Requisitioning,Receiving and Material
Management Function to any new Business Unit created which uses Complete
purchasing
Each Buyer needs to be created as Procurement agent. Also anyone

who should have access to supplier site creation should also be Complete
added as Procurement Agent
For any BU added requisition business function needs to be added
Complete
for creating requisition
For any BU added requisition business function needs to be added
Complete
for creating PO
Mapping set for PO Charge Ac. Costing mapping sets will be
Complete
completed by costing team
Accounting rules in Transaction Account builder for PO charge Ac Complete
Setup to override accounts. One time setup. Dependent on Mapping

Complete
sets and account rules
For any new Ledger created this will be affected Complete
Gives list of Purchasing categories. If there is any new purchasing

Complete
category which needs to be added, it should be added here
Procurement Approval Groups Complete

Requisition Approvals Complete
Any changes in approval rules should be done here Complete
Complete
Complete
Manage Internal Supplier Profile Change Approvals
Complete
PO and requisition numbering will be based upon this Complete
One time setup to give starting number for Suppliers Complete
One time setup Complete
If there is any new DFF to be added, it needs to be added here Complete
Complete
One time setup. Complete
Handled by Payables Complete
Personalizations across PO Pages Complete
One time setup NA
One time setup to enable BPA. Seeded
For Creating Shipping Methods Complete
Complete
For creating reference data set for Purchasing/Payables Locations Seeded
Assign Purchasing Location Set to all Purchasing BU's Location

Complete
functionality
Complete
Manage Buyer Assignment Rules Complete
Complete
Complete
Complete
Complete
Complete
Complete
Complete
Post Approved for
Pre Conversion
Conversion PROD
Manage Supplier Type Lookup Return to Setup Checklist
Module Purchasing
Project Medifast Cloud Financials Implementation Project
Manage Supplier
Task Type Lookup
POZ_VENDOR_TY
Lookup Type PE
User
Navigation Procurement>Define Common Procurement Configuration> Define Supplier Configu
Setup Description Define various supplier types transact with the organization for carrying out busine
Display End
Lookup Code Sequence Enabled Start Date Date
INDIRECT 1 1 3/31/2010
DIRECT 2 1 3/31/2010
DIRECT/INDIRECT 3 1 3/31/2010
ration> Define Supplier Configuration>Manage Supplier Type Lookup
nization for carrying out business.
Detail
Meaning Description Tag Data
INDIRECT
DIRECT
DIRECT/INDIRECT
Seeded
Manage Locations
Module Purchasing
Task Manage Locations
User
Navigation Procurement>Define Common Applications Configuration for Procurement>Defin
Setup Description Define Locations required for 1099 reporting, all other shipping locations will be
Note: This is covered in Inventory BR100

Return to Setup Checklist
ntation Project
lications Configuration for Procurement>Define Enterprise Structures for Procurement>Define Enterprise for Procurement>Manage Location
reporting, all other shipping locations will be defined by Inventory team
or Procurement>Manage Locations
Create Procurement agent Return to Setup Checklist
Module Purchasing
Task Manage Business Unit
User
Navigation Procurement>Define Common Applications Configuration for Procurement>Define Enterprise
Setup Description Assign location to each business units.
ACTION Basic Details

Verify Name Jason Pharm OPTAVIA HK
Verify Manager
Verify - If absent, Update Location
Verify Default Set Common Set Common Set
Business Function
Payables Invoicing Y Y
Payables Payment Y Y
Procurement Y Y
Requisitioning Y Y
Receiving Y Y
Expense Management N N
Procurement Contact Managem N N
Verification Steps
After verification, click on down arrow next to 'Save and Close' button and choose - each of the task are checked
1. Task - 'Assign Business Unit Business Function' to verify if all functions
2. Task - 'Manage Business Unit Set Assignment' to verify set assignments to various business areas
Business Unit
Reference Data Obj Reference Data Set Code Reference D Reference Data Set Na
Apply Hold Reasons COMMON Common Set Common Set
Cancellation Reasons COMMON Common Set Common Set
Close Reasons COMMON Common Set Common Set
Collections Setups COMMON Common Set Common Set
Contract Types COMMON Common Set Common Set
Credit Allocation
Templates COMMON Common Set Common Set
Customer Account
Relationship COMMON Common Set Common Set
Customer Account Site ENTERPRISE Enterprise Set Enterprise Set

Deal Type Reference
Group COMMON Common Set Common Set
Decision Level COMMON Common Set Common Set
Departments COMMON Common Set Common Set
Dunning Plans COMMON Common Set Common Set
Estimated Deal
Duration COMMON Common Set Common Set
FND_TREE_GROUP COMMON Common Set Common Set
Grades COMMON Common Set Common Set
Higher Education
Adjustment Calendar COMMON Common Set Common Set
Higher Education Due
Date Calendar COMMON Common Set Common Set
Hold Codes COMMON Common Set Common Set
JA_CN_TRANSFER_RUL
E COMMON Common Set Common Set
Jobs COMMON Common Set Common Set
Landed Cost Setups COMMON Common Set Common Set
Lead Budget Status
Reference Group COMMON Common Set Common Set
Lead Channel
Lead Rank Reference
Group COMMON Common Set Common Set
Lead Reassign Reasons
Lead Reject Reasons
Lead Retire Reason
Codes Reference Group COMMON Common Set Common Set
Lead Timeline
Level of Risk COMMON Common Set Common Set
Locations COMMON Common Set Common Set
MOW_ASSESS_TEMPL_
GROUP COMMON Common Set Common Set
Opportunity
Assessment Override
Reason COMMON Common Set Common Set
Orchestration Process COMMON Common Set Common Set
Payables Payment
Terms COMMON Common Set Common Set
Performance Templates COMMON Common Set Common Set

Pricing Rules COMMON Common Set Common Set
Project Accounting
Definition COMMON Common Set Common Set
Project Rates COMMON Common Set Common Set
Receivables Accounting
Rules COMMON Common Set Common Set
Receivables Aging
Buckets COMMON Common Set Common Set
Receivables Application
Exception Rules COMMON Common Set Common Set
Receivables Auto Cash
Rules COMMON Common Set Common Set
Receivables Auto
Match Rules COMMON Common Set Common Set
Receivables Collectors COMMON Common Set Common Set
Receivables Lockbox COMMON Common Set Common Set
Receivables Memo
Lines COMMON Common Set Common Set
Receivables Payment
Terms COMMON Common Set Common Set
Receivables Remit To
Address COMMON Common Set Common Set
Receivables Revenue
Contingencies COMMON Common Set Common Set
Receivables Transaction
Source COMMON Common Set Common Set
Receivables Transaction
Type COMMON Common Set Common Set
Revenue Management
Revenue Policies COMMON Common Set Common Set
Revenue Scheduling
Rule COMMON Common Set Common Set
Sales Methods COMMON Common Set Common Set
Sales Person COMMON Common Set Common Set
Sales Revenue Category COMMON Common Set Common Set

Sales Revenue Type COMMON Common Set Common Set
Sales Stage Phase COMMON Common Set Common Set
Service Request
Severities COMMON Common Set Common Set
Status Lookup Values COMMON Common Set Common Set
Strategic Value COMMON Common Set Common Set
Tax Classification Codes COMMON Common Set Common Set

Win/Loss Reasons COMMON Common Set Common Set
rement>Define Enterprise Structures for Procurement>Define Business Units for Procurement>Manage Business Unit
OPTAVIA SG
Common Set
Y
Y
Y
Y
Y
N
N
h of the task are checked
usiness areas
Reference Data Set Name

Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Enterprise Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Create Procurement agent Return to Setup Checklist
Module Purchasing
Task Manage Procurement Agent
User
Navigation Procurement>Define Common Procurement Configuration>Manage Procurement Agent
Define access to
purchasing
documents at user
level working on the
procurement module.
Note: Properties for
all Procurement agent
Setup is same as shown
Description below
Agent Procurement BU Agent Default Requisition BU

Gilleland, Allison Jason Pharma Gilleland, Allison Jason Pharma
Jeff Bradley Jason Pharma Jeff Bradley Jason Pharma
Ryan Holland Jason Pharma Holland, Ryan Jason Pharma
Rachel Taraszka Jason Pharma Taraszka, Rachel Jason Pharma
Keegan Dayton Jason Pharma Dayton, Keegan Jason Pharma
Meyer, Jessica Jason Pharma Meyer, Jessica Jason Pharma
Baker, Marcella Jason Pharma Baker, Marcella Jason Pharma
Jones, Priscilla Jason Pharma Jones, Priscilla Jason Pharma
King, Patricia Jason Pharma King, Patricia Jason Pharma
Beauregard, Amy Jason Pharma Beauregard, Amy Jason Pharma
Roman, Yufest Jason Pharma Roman, Yufest Jason Pharma
Brockington, SandraJason Pharma Brockington, Sandra Jason Pharma
Dodds, Jessica Jason Pharma Dodds, Jessica Jason Pharma
Garcia, Denise Jason Pharma Garcia, Denise Jason Pharma
Foxworth, Lacey Jason Pharma Foxworth, Lacey Jason Pharma
Branch, Latoya Jason Pharma Branch, Latoya Jason Pharma
kellana debruce-wil Jason Pharma kellana debruce-williams Jason Pharma
Morsch, Michael Jason Pharma Morsch, Michael Jason Pharma
Collins, ShydreonnaJason Pharma Collins, Shydreonna Jason Pharma
Note: The once marked in Red are not to be used.
Default printer Status Manage Requisitions
Active Full
Active Full
Active Full
Active Full
Active Full
Active View
Active Full
Active Full
Active Full
Active Full
Active Full
Active Full
Active Full
Active Full
Active View
Active View
Active View
Active View
Active View
Manage Purchase Orders Manage Purchase Agreements
Full Full
Full Full
Full Full
Full Full
Full Full
View View
Full Full
Full Full
Full Full
Full Full
Full Full
Full Full
Full Full
Full Full
View View
View View
View View
View View
View View
Manage Negotiations Manage Catalog Content
Full Yes
Full Yes
Full Yes
Full Yes
Full Yes
View View
Full Yes
Full Yes
Full Yes
Full Yes
Full Yes
Full Yes
Full Yes
Full Yes
View View
View View
View View
View View
View View
Manage Suppliers Manage Supplier Qualification
No No
No No
No No
No No
No No
View View
No No
No No
No No
No No
No No
No No
No No
No No
View View
View View
View View
View View
View View
Manage Approved Suppliers
List Entries Analyze Spend
No Yes
No Yes
No Yes
No Yes
No Yes
View View
No Yes
No Yes
No Yes
No Yes
No Yes
No Yes
No Yes
No Yes
View View
View View
View View
View View
View View
Configure Requisitioning Business Functions
Module Purchasing
Task Configure Requisitioning business Function
User
Navigat
ion Setup & Maintenance > Task Procurement > Define Common Procurement Configuration>Define Business Funct
Setup
Descrip
tion Define default configuration for requisition of goods/services.
Requisi
tioning
BU
ACTION Requisitioning
Default Deliver-To Org
Line Type
One Time Location
Group Requisition Import By
Allow one-time addresses
Allow One-Time Location
Reapproval required for changes made during active
approval process
Create orders immediately after requisition import
Approval required for buyer modified lines

Enable Approver Override
ACTION Context Value for Requisition Descriptive Flexfield

Header Level
Line Level
Distribution Level
ACTION Purchasing
Default Procurement BU
Price Change Tolerance Percentage
Price Change Tolerance Amount
Ship to Location
Cancel backing Requisitions
Multiple Legal Entities on Order
Allow Requisition to Agreement UOM conversion
Note: Locations Marked in Red will not be set as Requisition BU's

Common Procurement Configuration>Define Business Function Configuration>Configure Requisitioning Business Functions
Jason Pharm OPTAVIA HK OPTAVIA SG

Owing Mills Hong Kong In-Transit Singapore
Goods Goods Goods
N N N
None None None
N N N
N N N
N N N
N N N
NA NA NA
NA NA NA
NA NA NA
Jason Pharm Jason Pharm Jason Pharm

Leave Blank Leave Blank Leave Blank
Leave Blank Leave Blank Leave Blank
Hong Kong In-Transit Singapore Distribution Center
Optionally Optionally Optionally
Allow Allow Allow
Checked Checked Checked
equisition BU's
ng Business Functions
Owing Mills location removed from Default Ship to Location for Jason Pharm. RFC-1784 / ITSD-35325
Configure Procurement Busi Return to Setup Checklist
Module Purchasing
Task Configure Procurement Business Function
User
Navigat
ion Procurement > Define Common Procurement Configuration>Define Business Function Configuration>Configure P
Setup
Descrip
tion Define default configuration for purchasing of goods/services.
Configure Procurement Business Function
Business Unit Name Jason Pharm OPTAVIA HK
ACTION General
ADD Payment Terms Net 30 Net 30
ADD Shipping Method Leave Blank Leave Blank
ADD Freight Terms Leave Blank Leave Blank
ADD FOB Leave Blank Leave Blank
ADD Price Break Type Noncumulative Noncumulative
ADD Buyer Taraszka, Rachel
Inventory
Medifast Item Master Org Hong Kong (3PL)
organization
ADD Line Type Goods Goods
ADD Currency USD HKG
Conversion Rate
ADD Corporate Corporate
Type
ADD Preferred Language American English US American English US
Prospective Supplier
ADD NA NA
Registration URL
Spend Authorized
ADD Supplier NA NA
Registration URL
Purchasing
Maximum File Size 1000 1000

ADD
Megabytes
Receipt Close 0 0
ADD
Tolerance Percent
ADD Receipt Close Point Received Received
Invoice Close 0 0
ADD
Tolerance Percent
Match Approval
ADD 3 Way 3 Way
Level
ADD Group requisition N N
Allow manual Price Y N
ADD Update on Fulfilled
orders
Use customer sales N N
ADD
order
Group requisition N N
ADD
Lines
ADD Use requested date N N
Use ship-to
ADD organization and N N
location
Default promise N N
ADD date from need-by
date
Allow item Y Y
ADD
description update
Enforce Supplier
ADD Y Y
hold
Autogenerate orders Y Y
from requester-
ADD
negotiated
requisition lines
ADD Consignment Terms

ADD Aging Onset Point None None
ADD Aging Period Days
Consumption Advice Daily Daily
ADD
Frequency
Consumption Advice All organizations All organizations
ADD
Summary
ADD Sourcing
ADD Negotiation type RFQ RFQ
ADD Negotiation Style Standard Negotiation Standard Negotiation
ADD Rank Indicator 1,2,3.. 1,2,3..
Maximum 5 5
ADD
Requirement score
Purchasing
ADD Export using web service Export using web service
Document
Enable weights in
ADD Y Y
requirements
Display requirement
ADD scoring criteria to N N
suppliers
Display rank in blind
ADD N N
negotiations
Display best price in N N
ADD
blind negotiations
Enforce supplier's Y Y
ADD previous round price
as start price
Enable negotiation N N
ADD
approval
Enable award
ADD N N
approval
Document Types (Select Purchase Order Record)
ADD Document Layout Purchase Order Layout5 Purchase Order Layout5
Contract Terms ContractTermsProcurement ContractTermsProcurement

ADD
Layout
Purchase Order Change Order Purchase Order Change
Template Order Template
Change Order
ADD
Template
ess Function Configuration>Configure Procurement Business Function
OPTAVIA SG
Net 30
Leave Blank
Leave Blank
Leave Blank
Noncumulative
Singapore
Goods
SGD
Corporate
American English US
NA
NA
1000
Received
3 Way
N
N
Changed from N to Y for Jason Pharm as per RFC-1870 / ITSD-36359
N
Y
Y
None
Daily
All organizations
RFQ
Standard Negotiation
1,2,3..
5
Export using web service

Y
N
N
N
Purchase Order Layout5

<Vikalp> New layout added as per RFC-3290
ContractTermsProcurement
Purchase Order Change
Order Template
Manage Mapping Sets
Module Purchasing
Task Manage Mapping Sets
User
Setup and Maintenance > Implementation Projects > Supply Chain

Navigation Financials and SCM > Procurement > Define Common Procurement
Configuration > Define Transaction Accounting for Procurement > Define
Transaction Account Rules > Define Transaction Accounts > Manage
Mapping Sets
Setup Description Define the mapping sets for account mapping
Create Name
Short Name
Description
Output Type
Subledger Application
Input Sources
Number
1
Mapings
Input
RAW
POWDER
PACKAGING
FIN-NONFOOD
FIN-FOOD
NOT ASSIGNED
Create Name
Short Name
Description
Output Type
Input Sources
Number
1
Mapings
Input
OPTAVIA SG
OPTAVIA HK
Jason Pharm
Corporate Events
Return to Content
MED PUR NAT AC BY ITEM CATE

MED_PUR_NAT_AC_BY_ITEM_CATE
Segment
Medifast purchasing natural ac by item category
Purchasing
Input Sources Value Set

Item Category ORA_PO_TAB_CATEGORY_VS
Output
130101
130103
130201
130401
130303
130401
Expense Accrual Account - Business Unit

PO_EXPENSE_ACCR_ACCT_BU_MS
The Mapping set for Expense Accrual Account by Business Unit
Account combination
Purchasing
Input Sources Value Set

Sold-to BU Name
Output
012-000-0000-0000-210121-000000-000-0000-00000
011-000-0000-0000-210121-000000-000-0000-00000
001-000-0000-0000-210121-000000-000-0000-00000
003-000-0000-0000-210121-000000-000-0000-00000
Chart of Accounts
Chart of Accounts Segment
Medifast ACCOUNT
Chart of Accounts
Chart of Accounts
Medifast
Manage Account Rules
Module Purchasing
Task Manage Account Rules
User
Navigation Procurement > Define Common Procurement Configuration > Define Transaction Accountin
Setup Description Define Account Rule Sets for Purchase Order accounting based on Business Units.
Create New
Name MED PUR NAT AC BY ITEM CATE
Short name MED_PUR_NAT_AC_BY_ITEM_CATE
Description Segment
Subledger Application Medifast purchasing natural ac by item category
Chart of Accounts Purchasing
Rule Type Segment
Account
Rules
Priortity Value Type
1 Mapping Set
rement Configuration > Define Transaction Accounting for Procurement > Define Transaction Account Rules > Define Transaction Accounts > M
Order accounting based on Business Units.
Value
MED PUR NAT AC BY ITEM CATE
ocurement > Define Transaction Account Rules > Define Transaction Accounts > Manage Account Rules
Conditions
No conditions found.
Manage Transaction Account Definitions
Module Purchasing
Task Manage Transaction Account Definitions
User
Navigation Procurement>Define Common Procurement Configuration>Define Transactio
Setup Description Define accounting rules applicable for purchase order transactions.
Create Copy
ACTION Name
Create Medifast_Purchasing TAB Default Accounting
Account Rule Assignment
Transaction Account Type Account Combination Rule
Accrual Account Purchasing Accrual Account Rule

Charge Account Purchasing Charge Account Rule
Destination Charge Account Purchasing Destination Charge Account Rule
Destination Variance Account Purchasing Destination Variance Account Rule
Variance Account Purchasing Variance Account Rule
Create Copy
ACTION Name
Account Rule Assignment

Transaction Account Type Account Combination Rule
ent Configuration>Define Transaction Accounting for Procurement>Define Transaction Account Rules>Define Transaction Accounts>Manage Tra
urchase order transactions.
Description Short Name Status Chart Of Accounts
Medifast_Purchasing TAB Default Accounting MED_PUR_TAB_ACCNT Active Medifast
Segment Rules
Entity Operations Resorts Initiatives
N/A N/A N/A N/A

N/A N/A N/A N/A
N/A N/A N/A N/A
N/A N/A N/A N/A
N/A N/A N/A N/A
Description Short Name Status Chart Of Accounts
Segment Rules
HOA Entity HOA Department HOA Account HOA Inter Entity
nsaction Accounts>Manage Transaction Account Definitions
Created By
Department Account Inter Entity Future1 Future2
N/A N/A N/A N/A N/A

N/A MED PUR NAT AC N/A N/A N/A
N/A N/A N/A N/A N/A
N/A N/A N/A N/A N/A
N/A N/A N/A N/A N/A
Created By
HOA Future1 HOA Future2

Manage Subledger Accounting Options
Module Purchasing
Task Manage Subledger Accounting Options
User
Navigation Procurement>Define Common Procurement Configuration>Define Transact
Setup Description Define default accounting options for

purchase orders.
ACTION
Ledger
Query Medifast US
Expand
Scroll Down to and Select Purchasing
Edit Accounting options
ACTION
Ledger
General Ledger Journal Entry Summarization
Reversal Method
Rounding Rule
Third-Party Merge Accounting Option
Transaction Account Definition
Journal Categories
ACTION Event Class

No Change Adjustment Entry
No Change Purchase Orders
No Change Change Orders for Enterprise Tax
Purchase Order and Agreement for
No Change Enterprise Tax
No Change Requisitions
No Change Purchase Requisition for Enterprise Tax
No Change Third Party Merge
ACTION
Ledger
Query Medifast HK
Expand
ACTION
Ledger
Reversal Method
Rounding Rule
Journal Categories
ACTION Event Class

ACTION
Ledger
Query Medifast SG
Expand
ACTION
Ledger
Reversal Method
Rounding Rule
Journal Categories
ACTION Event Class

mentation Project
ocurement Configuration>Define Transaction Accounting for Procurement>Define Transaction Account Rules>Manage Subledger Accounting O
Medifast US
Summarize by general ledger period

Switch debit and credit
Purchasing
Nearest
Medifast_Purchasing TAB Default Accounting
Category
Other
Purchase Order
Other
Other
Requisition
Other
Other
Medifast HK

Purchasing
Nearest
Category
Other
Purchase Order
Other
Other
Requisition
Other
Other
Medifast SG

Purchasing
Nearest
Category
Other
Purchase Order
Other
Other
Requisition
Other
Other
ules>Manage Subledger Accounting Options
Manage Catalogs
Module Purchasing
Task Manage Functional Area Catalogs
User
Navigation Procurement>Define Common Procurement Configuration>Define Functional Area
Setup Descrition Define purchasing catalog values for value sets.
FUNCTIONAL AREA Purchasing
ACTION Catalog Name
ADD Inventory Posting Catalog
Next Step Now Click on the Catalog Name created above -> Click on Assign button -> Assi
ent Configuration>Define Functional Area Catalogs>Manage Functional Area Catalogs
Description Start Date
Inventory Posting Catalog
d above -> Click on Assign button -> Assign to Functional Area -> Select 'Purchasing' as functional area. Inventory Posting Catalog add
End Date Catalog Code
functional area. Inventory Posting Catalog added to Purchasing functional area. You can see the categories in Inventory catalog now in
Catalog Structure Controlled At Default Category
Not Assigned
area. You can see the categories in Inventory catalog now in Purchasing function.
Catalog Content Allow Multiple item Category assignments Enable Heirarchies for categories
Enable Automatic Assignment of Categories
Procurement Approval Groups
Module Purchasing
Task Manage Approval Groups
Navigation Procurement>Approval Management>Manage Approval Groups
Setup Description Define Approval Groups for procurement
Approval Group Member

FG Approval allison.garrubba@medifastinc.com
Inventory Supplier Creation Gretchen.Clark@medifastinc.com

Less Than Net 30 joe.kelleman@medifastinc.com
Marketing Material Approval Allison.Gilleland@medifastinc.com
Non Inventory Whitney.Neil@medifastinc.com
Packaging Approval Patricia.King@medifastinc.com
Raw Material Approval roman.yufest@medifastinc.com
Notes for reference
1. changed to Patricia from jason.baier@medifastinc.com - SIT4

2. changed to Jeff.Bradley@medifastinc.com from Patricia - UAT
3. changed to DeeDee.Tsamoutalis@medifastinc.com - for PROD
4. changed to Douglas.Zimmermann@medifastinc.con - for PROD
5. changed to Gretchen.Clark@medifastinc.com - for PROD - RFC-4086
PROD: richard.rosoff@medifastinc.com
changed to Whitney Neil <Whitney.Neil@medifastinc.com> (RFC-1789 / ITSD-36485)

changed to Patricia in SIT3
Manage Requisition Approvals
Module Purchasing
Task Manage Requisition Approvals
User
Navigation Procurement>Define Common Procurement Configuration>Define Approval Management for Pr
Setup Description Define approval workflow for requisitions.
Action Change
Select Stage=Header Stage, Participant = Header Hierarchy & Routing = Serial
Click Edit Rules
Rule Name
Create New Rule Requisition Auto Approval
IF
Attribute Type
AND Approval Task Attribute
THEN
Action 1 Action Type

Create New Action Automatic
Action Change
Select Stage=Header Approval Stage, Participant = Requester FYI & Routing = FYI
Click Edit Rules
Rule Name
Create New Rule Notify Requesters - FYI
IF
Attribute Type
AND Approval Task Attribute
THEN

Create New Action Information only
Configuration>Define Approval Management for Procurement>Manage Requisition Approvals
rarchy & Routing = Serial
Rule Description Rule Always Applies

Requisition Auto Approval
Attribute Operator Value Type

Requisitioning BU Is not blank
Set outcome to
Approved
equester FYI & Routing = FYI
Rule Description Rule Always Applies

Notify Requesters - FYI

Requester User Name Is not blank
Route Using User Type

Single approver Requester
Value
Value
Manage Purchasing Document Approvals Return to Setup Checklist
Module Purchasing
Task Manage Purchasing Document Approvals
User
Setup Description Define approval workflow for purchasing documents.
PRO
Action Change
Select Terms Approval Serial
Click Edit Rules
Rule Name Rule Description

Create New Rule Auto PO from planning and BPA ApprAuto PO from planning and BPA Approval
IF
Attribute Type Attribute
AND Approval Task Attribute Document Type
Approval Task Attribute Document Total amount
Approval Task Attribute Procurement BU
Approval Task Attribute Backing Requisition Exists
Approval Task Attribute Category Name
Approval Task Attribute Document Creation Method
THEN
Action 1 Action Type Set Outome to

Create New Action Automatic Approved

Create New Rule PO Manual - Approval PO Manual - Approval
IF
Approval Task Attribute Is Change Order
THEN
Action 1 Action Type Routing Using

Approval Required Single Approver

Create New Rule Negotiation PO Creation Negotiation PO Creation
IF
THEN


Create New Rule Import PO Creation Import PO Creation
IF
THEN
Action 1 Action Type Set Outome to

Create New Action Automatic Approved

Create New Rule BPA Approval - Ryan Holland BPA Approval - Ryan Holland
IF
Approval Task Attribute Buyer
THEN
Action 1 Action Type Route Using

Approval Required Single approver

Create New Rule BPA Approval - Marcella Baker BPA Approval - Marcella Baker
IF
THEN


Create New Rule BPA Approval - Amy B BPA Approval - Amy B
IF
THEN


Create New Rule BPA Approval - Rachel T BPA Approval - Rachel T
IF
THEN


Create New Rule BPA Approval - Jeff Bradley BPA Approval - Jeff Bradley
IF
THEN


Create New Rule BPA Approval - Jessica D BPA Approval - Jessica D
IF
THEN


Create New Rule BPA Approval - Keegan Dayton BPA Approval - Keegan Dayton
IF
THEN


Create New Rule POCO - Price Change - Ryan Hollan POCO - Price Change - Ryan Holland
IF
AND Approval Task Attribute Is Change Order
Approval Task Attribute Price Change percent
Approval Task Attribute Line Total Amount Change Percent
Approval Task Attribute Change Order Creation Method
THEN


Create New Rule POCO - Price Change - Jessica D POCO - Price Change - Jessica D
IF
THEN


Create New Rule POCO - Price Change - Marcella BakPOCO - Price Change - Marcella Baker
IF
THEN


Create New Rule POCO - Price Change - Amy B POCO - Price Change - Amy B
IF
THEN


Create New Rule POCO - Price Change - Rachel T POCO - Price Change - Rachel T
IF
THEN


Create New Rule POCO - Price Change - Jeff Bradley POCO - Price Change - Jeff Bradley
IF
THEN


Create New Rule POCO - Price Change - Keegan DaytPOCO - Price Change - Keegan Dayton
IF
THEN


Create New Rule POCO - Quantity Change - FG - RyanPOCO - Quantity Change - FG - Ryan Holland
IF
Approval Task Attribute Price Change Percentage
Approval Task Attribute Line Total Amount change percentage
Approval Task Attribute Category name
THEN
Approval Required Approval Group


Create New Rule POCO - Quantity Change - FG - MarcPOCO - Quantity Change - FG - Marcella Baker
IF
THEN

Create New Rule POCO - Quantity Change - FG -

Amy B POCO - Quantity Change - FG - Amy B
IF
THEN


Create New Rule POCO - Quantity Change - FG - RachPOCO - Quantity Change - FG - Rachel T
IF
THEN


Create New Rule POCO - Quantity Change - FG - Jeff POCO - Quantity Change - FG - Jeff Bradley
IF
THEN


Create New Rule POCO - Quantity Change - FG - JessPOCO - Quantity Change - FG - Jessica D
IF
THEN


Create New Rule POCO - Quantity Change - FG - Kee POCO - Quantity Change - FG - Keegan Dayton
IF
THEN


Create New Rule POCO - Quantity Change - PACK-Rya
POCO - Quantity Change - PACK-Ryan Holland
IF
THEN


Create New Rule POCO - Quantity Change - PACK-Mar
POCO - Quantity Change - PACK-Marcella Baker
IF
THEN

Create New Rule POCO - Quantity Change - PACK-

Amy B POCO - Quantity Change - PACK-Amy B
IF
THEN


Create New Rule POCO - Quantity Change - PACK-RaPOCO - Quantity Change - PACK-Rachel T
IF
THEN


Create New Rule POCO - Quantity Change - PACK-JeffPOCO - Quantity Change - PACK-Jeff Bradley
IF
THEN

Create New Rule POCO - Quantity Change - PACK-JesPOCO - Quantity Change - PACK-Jessica D
IF
THEN


Create New Rule POCO - Quantity Change - PACK-KePOCO - Quantity Change - PACK-Keegan Dayton
IF
THEN


Create New Rule POCO - Quantity Change - RM-RyanPOCO - Quantity Change - RM-Ryan Holland
IF
THEN


Create New Rule POCO - Quantity Change - RM-MarcePOCO - Quantity Change - RM-Marcella Baker
IF
THEN


Create New Rule POCO - Quantity Change - RM-Amy POCO - Quantity Change - RM-Amy B
IF
THEN


Create New Rule POCO - Quantity Change - RM-Rache
POCO - Quantity Change - RM-Rachel T
IF
THEN


Create New Rule POCO - Quantity Change - RM-Jeff BPOCO - Quantity Change - RM-Jeff Bradley
IF
THEN


Create New Rule POCO - Quantity Change - RM-JessiPOCO - Quantity Change - RM-Jessica D
IF
THEN


Create New Rule POCO - Quantity Change - RM-KeegPOCO - Quantity Change - RM-Keegan Dayton
IF
THEN


Create New Rule POCO - Quantity Change - NEGA POCO - Quantity Change - NEGA
IF
THEN

Create New Rule POCO - Date Change - FG POCO - Date Change - FG
IF
OR
Approval Task Attribute Promised delivery date change in days
Approval Task Attribute Requested delivery date change in days
Approval Task Attribute Promised Ship Date Change in Days

Create New Rule POCO - Date Change - PACK POCO - Date Change - PACK
IF
OR

Create New Rule POCO - Date Change - RM POCO - Date Change - RM
IF
OR
THEN

Create New Rule POCO - Date Change - NEGA POCO - Date Change - NEGA
IF
OR
THEN

Create New Rule POCO - Buyer Auto Approved POCO - Buyer Auto Approved
IF
Approval Task Attribute Price Change Percent
THEN
Action 1 Action Type Set outcome to

Automatic Approved

Create New Rule BPA Approval - Natasha B/Christine S
BPA Approval - Natasha B/Christine Shelton
IF
THEN


Create New Rule POCO - Buyer Auto Rejected POCO - Buyer Auto Rejected
IF
OR
Approval Task Attribute Requested Delivery Date Change in Days
Approval Task Attribute Requested Ship Date Change in Days
Approval Task Attribute Document Total Amount Does not equal 0
THEN
Action 1 Action Type Set outcome to

Automatic Rejected
Create New Rule POCO - Price Change - Natasha B/Chr
POCO - Price Change - Natasha B/Christine Shelton
IF
THEN


Create New Rule POCO - Quantity Change - FG - Natas
POCO - Quantity Change - FG - Natasha B/Christine Shelton
IF
THEN


Create New Rule POCO - Quantity Change - PACK-Natas
POCO - Quantity Change - PACK-Natasha B/Christine Shelton
IF
THEN


Create New Rule POCO - Quantity Change - RM-Natasha
POCO - Quantity Change - RM-Natasha B/ Christine Shelton
IF
THEN


Create New Rule POCO - Adding New Line to a PO POCO - Adding New Line to a PO
IF
Approval Task Attribute Change in Document Ordered Amount
THEN


Create New Rule POCO-Price Change for Retroactive P OCO-Price Change for Retroactive Pricing update
IF
THEN

Automatic Approved
ine Approval Management for Procurement>Manage Purchasing Document Approvals
Rule Always Applies Priority

Medium
Operator Value Type Value

Equals Value Purchase Order
is not blank
is not blank
Equals Value Yes
Is in (FIN-FOO1, FIN-FOOD, FIN-NONFOOD, RAW, POWDER, PACKAGING)
Equals Value Generate Orders

Medium

is not blank
is not blank
Equals Value No
Is in (Create Purchase OrderCreate Purchase Order
User Type Worker

Worker King, Patricia

Medium
is not blank
is not blank
Equals Value No
Equals Value Complete Sourcing Award
User Type Worker


Medium

is not blank
is not blank
Equals Value No
Equals Value Import Purchase Order

Medium

Equals Value Blanket Purchase Agreement
is not blank
Equals Value Ryan.Holland@medifastinc.com
Use Type Worker

Worker Bradley, Jeffrey

Medium

is not blank
Equals Value Marcella.Baker@medifastinc.com
Use Type Worker

Worker Taraszka, Rachel

Medium

is not blank
Equals Value Amy.Beauregard@contractor.optavia.com
Use Type Worker

Worker Dodds, Jessica

Medium

is not blank
Equals Value Rachel.Taraszka@medifastinc.com
Use Type Worker


Medium

is not blank
Equals Value Jeff.Bradley@medifastinc.com
Use Type Worker


Medium

is not blank
Equals Value jessica.dodds@medifastinc.com
Use Type Worker

Medium

is not blank
Equals Value Keegan.Dayton@medifastinc.com
Use Type Worker


Medium

Equals Value Yes
does not equal value 0
does not equal Value Launch Retroactive Price Change
Use Type Worker


Medium

Equals Value Yes
Use Type Worker


Medium

Equals Value Yes
Use Type Worker


Medium

Equals Value Yes
Use Type Worker


Medium

Equals Value Yes
Use Type Worker


Medium

Equals Value Yes
Use Type Worker


Medium
Equals Value Yes
Use Type Worker


- Ryan Holland Medium

Equals Value Yes
Equals value 0
is in (FIN, FIN-FOOD, FIN-NONFOOD)
Automatically
approve if group
User Type
returns no
approvers
FG Approval
Use Type Worker


- Marcella Baker Medium

Equals Value Yes
Equals value 0
Automatically
approve if group
User Type
returns no
approvers
FG Approval
Use Type Worker

Medium

Equals Value Yes
Equals value 0
Automatically
approve if group
User Type
returns no
approvers
FG Approval
Use Type Worker


Medium

Equals Value Yes
Equals value 0
Automatically
approve if group
User Type
returns no
approvers
FG Approval
Use Type Worker


- Jeff Bradley Medium

Equals Value Yes
Equals value 0
Automatically
approve if group
User Type
returns no
approvers
FG Approval
Use Type Worker


Medium

Equals Value Yes
Equals value 0
Automatically
approve if group
User Type
returns no
approvers
FG Approval
Use Type Worker


- Keegan Dayton Medium

Equals Value Yes
Equals value 0
Automatically
approve if group
User Type
returns no
approvers
FG Approval
Use Type Worker

CK-Ryan Holland Medium

Equals Value Yes
Equals value 0
is in PACKAGING
Automatically
approve if group
User Type
returns no
approvers
Packaging Approval
Use Type Worker


CK-Marcella Baker Medium

Equals Value Yes
Equals value 0
is in PACKAGING
Automatically
approve if group
User Type
returns no
approvers
Packaging Approval
Use Type Worker

Medium

Equals Value Yes
Equals value 0
is in PACKAGING
Automatically
approve if group
User Type
returns no
approvers
Packaging Approval
Use Type Worker


CK-Rachel T Medium

Equals Value Yes
Equals value 0
is in PACKAGING
Automatically
approve if group
User Type
returns no
approvers
Packaging Approval
Use Type Worker


CK-Jeff Bradley Medium

Equals Value Yes
Equals value 0
is in PACKAGING
Automatically
approve if group
User Type
returns no
approvers
Packaging Approval
Use Type Worker

CK-Jessica D Medium

Equals Value Yes
Equals value 0
is in PACKAGING
Automatically
approve if group
User Type
returns no
approvers
Packaging Approval
Use Type Worker


CK-Keegan Dayton Medium

Equals Value Yes
Equals value 0
is in PACKAGING
Automatically
approve if group
User Type
returns no
approvers
Packaging Approval
Use Type Worker


M-Ryan Holland Medium

Equals Value Yes
Equals value 0
is in value RAW
Automatically
approve if group
User Type
returns no
approvers
Raw Material Approval
Use Type Worker


M-Marcella Baker Medium

Equals Value Yes
Equals value 0
is in value RAW
Automatically
approve if group
User Type
returns no
approvers
Use Type Worker


Medium

Equals Value Yes
Equals value 0
is in value RAW
Automatically
approve if group
User Type
returns no
approvers
Use Type Worker


Medium
Equals Value Yes
Equals value 0
is in value RAW
Automatically
approve if group
User Type
returns no
approvers
Use Type Worker


M-Jeff Bradley Medium

Equals Value Yes
Equals value 0
is in value RAW
Automatically
approve if group
User Type
returns no
approvers
Use Type Worker


Medium

Equals Value Yes
Equals value 0
is in value RAW
Automatically
approve if group
User Type
returns no
approvers
Use Type Worker

M-Keegan Dayton Medium

Equals Value Yes
Equals value 0
is in value RAW
Automatically
approve if group
User Type
returns no
approvers
Use Type Worker


Medium

Equals Value Yes
Equals value 0
is not in (FIN, FIN-FOOD, FIN-NONFOOD, RAW, PACKAGING)
Automatically
approve if group
User Type
returns no
approvers

Medium

Equals Value Yes
Equals Value (FIN, FIN-FOOD, FIN-NONFOOD)
is in Keegan.Dayton@medifastinc.com,jessica.dodds@medifastinc.c
does not equal Value 0

Automatically
approve if group
User Type
returns no
approvers
FG Approval

Medium

Equals Value Yes
Equals Value PACKAGING

Automatically
approve if group
User Type
returns no
approvers
Packaging Approval

Medium

Equals Value Yes
Equals Value RAW

Automatically
approve if group
User Type
returns no
approvers

Medium

Equals Value Yes
is not in (FIN, FIN-FOOD, FIN-NONFOOD, RAW, PACKAGING)

Automatically
approve if group
User Type
returns no
approvers

Medium

Equals Value Yes
Equals Value 0
Equals Value 0
Equals Value 0

istine Shelton Medium

is not blank
is in Value Natasha.Bevz@medifastinc.com,Christine.Shelton@medifastinc
Use Type Worker


Medium

Equals Value Yes
is not in Keegan.Dayton@medifastinc.com,jessica.dodds@medifastinc.c
Does not equal Value 0

ha B/Christine Shelton Medium

Equals Value Yes
does not equal value Launch Retroactive Price Change
Use Type Worker


- Natasha B/Christine Shelton Medium

Equals Value Yes
Equals value 0
Automatically
approve if group
User Type
returns no
approvers
FG Approval
Use Type Worker


CK-Natasha B/Christine Shelton Medium

Equals Value Yes
Equals value 0
is in PACKAGING
Automatically
approve if group
User Type
returns no
approvers
Packaging Approval
Use Type Worker

M-Natasha B/ Christine Shelton Medium

Equals Value Yes
Equals value 0
is in value RAW
Automatically
approve if group
User Type
returns no
approvers
Use Type Worker


Medium

Equals Value Yes
Equals value 0
Does Not Equal value 0
is in value RAW,FIN-FOOD,FIN-NONFOOD
Equals value 0
Does Not Equal value Launch Retroactive Price Change
Automatically
approve if group
User Type
returns no
approvers
Use Type Worker


active Pricing update Medium

Equals Value Yes
Equals Value Launch Retroactive Price Change
Does not equal value 0
Does not equal value 0
Use Type Worker

RAW, POWDER, PACKAGING)

edifastinc.com
medifastinc.com
@contractor.optavia.com
@medifastinc.com
edifastinc.com
medifastinc.com
edifastinc.com
e Price Change
edifastinc.com
e Price Change
medifastinc.com
e Price Change
e Price Change
@medifastinc.com
e Price Change
e Price Change
medifastinc.com
e Price Change
edifastinc.com
All approvers
medifastinc.com
All approvers
All approvers
@medifastinc.com
All approvers
All approvers
edifastinc.com
All approvers
medifastinc.com
All approvers
edifastinc.com
All approvers
medifastinc.com
All approvers
d@contractor.optavia.com
All approvers
a@medifastinc.com
All approvers
edifastinc.com
All approvers
edifastinc.com
All approvers
medifastinc.com
All approvers
medifastinc.com
All approvers
@medifastinc.com
All approvers
d@contractor.optavia.com
All approvers
a@medifastinc.com
All approvers
edifastinc.com
All approvers
edifastinc.com
All approvers
medifastinc.com
All approvers
PACKAGING)
FIN-NONFOOD)
medifastinc.com,jessica.dodds@medifastinc.com,Jeff.Bradley@medifastinc.com,Ryan.Holland@medifastinc.com,Rachel.Taraszka@medifastinc.com,N
PACKAGING)
edifastinc.com,Christine.Shelton@medifastinc.com, jessica.carter@medifastinc.com
edifastinc.com,Christine.Shelton@medifastinc.com,jessica.carter@medifastinc.com
e Price Change
edifastinc.com,Christine.Shelton@medifastinc.com, jessica.carter@medifastinc.com
All approvers
edifastinc.com,Christine.Shelton@medifastinc.com. jessica.carter@medifastinc.com
All approvers
edifastinc.com,Christine.Shelton@medifastinc.com.jessica.carter@medifastinc.com
All approvers
FIN-NONFOOD
e Price Change
All approvers
e Price Change
el.Taraszka@medifastinc.com,Natasha.Bevz@medifastinc.com,Marcella.Baker@medifastinc.com,Amy.Beauregard@contractor.optavia.com,Christine
ontractor.optavia.com,Christine.Shelton@medifastinc.com,jessica.carter@medifastinc.com
Manage Supplier
Spend Authorization
Approvals
Module Purchasing
Task Manage Supplier Spend Authorization Approvals
User
Setup Description Define approval workflow for Supplier creation
Action Change
Select Stage: Spend Authorization Approval First Stage & Participant: Parallel Approval First Responder Wins
Click Edit Rules
Rule Name
Create New Rule Direct Inventory supplier
IF
Attribute Type
Approval Task Attribute
THEN

Create New Action Approval Required
Rule Name
Create New Rule Indirect Inventory supplier
IF
Attribute Type
THEN

Action Change
Select Stage: Spend Authorization Approval Second Stage & Parallel Approval First Responder Wins: Paralle
Click Edit Rules
Note: Disabled below in PROD: 13-May-2020
Rule Name
Create New Rule Payment Term Not less than Net 30
IF
Attribute Type
THEN


Rule Name
Create New Rule Payment Term is less than Net 30 it will go to Approval to F
IF
Attribute Type
THEN


Configuration>Define Approval Management for Procurement>Manage Supplier Spend Authorization Approvals
ge & Participant: Parallel Approval First Responder Wins
Rule Description Rule Always Applies Priority

Direct Inventory supplier Medium

Supplier Type is in (DIRECT, DIRECT/INDIRECT)
Route Using Approval Group

Approval Group Inventory Supplier Creation

Indirect Inventory supplier Medium

Supplier Type is not in (DIRECT, DIRECT/INDIRECT)

Approval Group Non Inventory
Stage & Parallel Approval First Responder Wins: Parallel Approval First Responder Wins

Payment Term Not less than Net 30 Medium

Supplier Attribute 6 Does not equal Value Type
Route Using User Type Worker

Single Approver Worker Kelleman, Joseph


Payment Term is less than Net 30 it will go to Approval to Finance Medium

Supplier Attribute 6 Equal Value Type

Automatic

Value
DIRECT/INDIRECT)
Value
DIRECT/INDIRECT)
Value
Y
Value
Y
Manage Supplier
Spend Authorization
Approvals
Module Purchasing
Task Manage Internal Supplier Profile Change Approvals
User
Setup Description Define approval workflow for Supplier creation
Action Change
Select Stage: Change Request First Stage Approvals & Participant: Parallel Approval First Responder Wins
Click Edit Rules
Rule Name
Create New Rule CO - Supplier bank account
IF
Attribute Type
THEN

Configuration>Define Approval Management for Procurement>Manage Internal Supplier Profile Change Approvals
& Participant: Parallel Approval First Responder Wins

CO - Supplier bank account Medium

Bank Accounts Changed Equals Value

Single Approver Worker Rosoff, Richard
Value
Yes
Manage Supplier
Registration Approvals
Module Purchasing
Task
Configure Supplier Registration and Profile Change Request
User
Setup Description Define approval workflow for Supplier registration
Screenshot for reference

tion>Define Approval Management for Procurement>Configure Supplier Registration and Profile Change Request
Manage Procurement Document Numbering Return to Setup Checklist
Module Purchasing
Task Manage Procurement

Document Numbering
User
Navigation Procurement>Define Common Procurement Configuration>Manage Procurement
Setup Description Define document numbering to start from for various document type of purchasi
Document Type Determinant Type Determinant Value

Requisition Requisitioning BU Jason Pharm
Requisition Requisitioning BU OPTAVIA SG
Requisition Requisitioning BU OPTAVIA HK
Purchase Order Sold-to Legal Entity Jason Pharmaceuticals, Inc.
Purchase Order Sold-to Legal Entity OPTAVIA (Singapore) PTE. LTD
Purchase Order Sold-to Legal Entity OPTAVIA (Hong Kong) Limited
uration>Manage Procurement Document Numbering
s document type of purchasing.
Minimum
Prefix Next Number Suffix
Digits
JPHREQ 1 JPHREQ1
OPSGREQ 1 OPSGREQ1
OPHKREQ 1 OPHKREQ1
JPHP 1000500 JPHP1000500
OPSGP 1000500 OPSGP1000500
OPHKP 1000500 OPHKP1000500
Specify Supplier Numbering
Module Purchasing
Task Specify Supplier Numbering
User
Navigation Procurement>Define Common Procurement Configuration>Define Supplier Co
Setup Description Define Supplier Numbering to start from for manual creation of suppliers.
Next Supplier Number

100001
NOTE: 1. Disable the auto supplier

numbering in oracle before conversion.
Enable the auto supplier numbering after
conversion is completed.
mentation Project
Procurement Configuration>Define Supplier Configuration>Specify Supplier Numbering

art from for manual creation of suppliers.
Purchasing Line Types Return to Setup Checklist
Module Purchasing
Task Manage Purchasing Line Types
User
Navigation Procurement > Define Common Applications Configuration for Procurement > Manage Purchasing Line
Setup Description Define Purchasing line types
Click Create
Line Type Description Code Purchase

Basis
Fixed Price Services Fixed Price Services Fixed Price Services Services
Goods Goods Goods Goods
Save and Close

n to Setup Checklist
ement > Manage Purchasing Line Types
Default
Match Approval Invoice Match
Category Name UOM Level Option Receipt Close Tolerance Percent
2 Way Order
5
3 Way Receipt
Additional Information
End Date
Context Prompt
Manage Purchasing Descriptive Flexfields
Module Purchasing
Task Manage Purchasing Descriptive Flexfields
User
Navigation Procurement>Define Purchasing Configuration>Define Purchasing Documen
Manage Descriptive Flexfields in Procurement

Setup Description Documents to capture additional information.
For Suppliers: Search Manage Supplier
Descriptive Flexfields
Then Search POZ_SUPPLIERS for Adding
Supplier Profile DFF
Action
For Suppliers: Search Manage Supplier

Then Search POZ_SUPPLIERS for Adding
Supplier Profile DFF Supplier Profile
Action
Update
Context Segment
Prompt BI Enabled
Attribute Value N
Action
Click Manage Contexts
ADD
*Display Name Context Code
Action
Click Edit Segment
ADD
*Name Description
Legacy Supplier Number Legacy Supplier Number

Tax Area code Tax Area code
Tax Area code Checkbox Tax Area code Checkbox
Tax Identification Type Tax Identification Type
Legacy Business Unit Legacy Business Unit
Payment Term less than NET30 Payment Term less than NET30
Action
For Suppliers: Search Manage Purchasing

Then Search PO_HEADERS for Adding PO
header DFF Purchase Order Profile
Action
Update
Context Segment
Prompt BI Enabled
Context Prompt N
Action
ADD
Action
Click Edit Segment
ADD
*Name Description
Pick Up Date coming from ChopTank Pick Up Date coming from ChopTank
At Dock Date from ChopTank At Dock Date from ChopTank
Action

Then Search PO_LINES for Adding PO Lines DFF Purchase Order Profile
Action
Update
Context Segment
Prompt BI Enabled
Context Prompt N
Action
ADD
Action
Click Edit Segment
ADD
*Name Description
Note: New report to capture how details are captured in vendor score card.

Then Search Approved Supplier List Entry
Attributes
Action
Update
Global Segment
Prompt BI Enabled
Context Prompt N
Action
ADD
Action
Click Edit Segment
ADD
*Name Description
Pallet Size
Supplier Lead Time
ntation Project
onfiguration>Define Purchasing Document Configuration>Manage Purchasing Descriptive Flexfields
Definition Help
API Name BI Label Value Set
Text
Description API Name Enabled
Column Assignment
Code API Name Enabled Data Type
Legacy Supplier Number legacySupplierNumber Yes Character

Tax Area code taxAreacode Yes Character
Tax Area code Checkbox taxAreacodeCheckbox Yes Character
Tax Identification Type taxIdentificationType Yes Character
Legacy Business Unit legacyBusinessUnit Yes Character
Payment Term less than NET30
paymentTermLessThanNet30 Yes Character
Definition Help
Text
Column Assignment
Pick Up Date coming from Cho pickUpDateComingFromY Date

At Dock Date from ChopTank atDockDateFromChoptaY Date
Definition Help
Text
Column Assignment
Definition Help
Text
Column Assignment
Pallet Size palletSize Yes Number

Supplier Lead Time supplierLeadtime Yes Number
Instructio
Default Type Required n Help
Text
Validation
Range
Table Column *Value Set
Type
ATTRIBUTE1 Med Legacy Supplier Number

ATTRIBUTE2 Med Tax Area code
ATTRIBUTE3 Med Tax Area code Checkbox
ATTRIBUTE4 Med Tax Identification Type
ATTRIBUTE5 Med Legacy Business Unit
ATTRIBUTE6 Med Payment Term less than NET30
Instructio
Text
Validation
Range
Type
ATTRIBUTE_DATE2 Pick Up Date coming from ChopTank

ATTRIBUTE_DATE3 At Dock Date from ChopTank
Instructio
Text
Validation
Range
Type
Instructio
Text
Validation
Range
Type
ATTRIBUTE_NUMHRX_KW_NUMBER_30
ATTRIBUTE_NUMHRX_KW_NUMBER_30
Display Type
Hidden
Initial Default Display Properties
Requir Default
Value Set Description *Prompt
ed Type
Med Legacy Supplier Number Legacy Supplier Number

Med Tax Area code Tax Area code
Med Tax Area code Checkbox Tax Area code Checkbox
Med Tax Identification Type Med Tax Identification Type
Med Legacy Business Unit Med Legacy Business Unit
Med Payment Term less than NET30 Payment Term less than NET30
Display Type
Text Box
Requir Default
ed Type
Pick Up Date coming from ChopTank Pick Up Date coming from ChopT
At Dock Date from ChopTank At Dock Date from ChopTank
Display Type
Text Box
Requir Default
ed Type
Display Type
Text Box
Requir Default
ed Type
Pallet Size
Supplier Lead Time
Displa BI
*Display Display Definition Instruction Read BI
y Enable
Type Size Help Text Help Text Only Label
Height d
Text box 30 Common Supplier Entities
List of Values 2 Common Supplier Entities
List of Values 2 Common Supplier Entities
Displa BI
y Enable
Height d
Date/Time 30
Date/Time 30
Displa BI
y Enable
Height d
Displa BI
y Enable
Height d
Text Box
Text Box
Value Maximu Value
Module Validation Type Data m Subtyp
Type Length e
Common Supplier Entities Format Only Character 30
Common Supplier Entities Independent Character 2
Common Supplier Entities Independent Character 2
Value Maximu Value

Type Length e
Common Purchasing EntitFormat Only Date
Common Purchasing EntitFormat Only Date
Value Maximu Value
Type Length e
Value Maximu Value

Type Length e
Deloitte.
Manage Value Sets Return to Setup Checklist
Module Payables
Project Medifast Oracle Cloud Implementation
Task Manage Value Sets
User
Navigation Implementation Project >Financials>Define Common Applications configuration for Financi
Setup Description Manage Value Sets
Value Set Code Description Module

Med Tax Area code Med Tax Area code Common Supplier Entities
Action: Manage Values Value Description

NA

Med Tax Area code Checkbox Med Tax Area code Checkbox Common Supplier Entities

Add Y Yes
Add N No

Med Tax Identification Type Med Tax Identification Type Common Supplier Entities

NA

Med Legacy Supplier Number Med Legacy Supplier Number Common Supplier Entities

N No
Y Yes

Med Payment Term less than NET30 Med Payment Term less than NET30 Common Supplier Entities

N No
Y Yes
ations configuration for Financials>Define Common reference object for Financials> Manage Value Sets
Validation Type Value Data Type Value Subtype

Format Only Character Text
Enabled Start Date End Date
Validation Type Value Data Type Precision

Independent Character Text

Yes
Yes
Validation Type Value Data Type Precision



Yes
Yes

Independent Character Text

Yes
Yes
Maximum Length Minimum Value Maximum Value
15
Sort Order
Scale Minimum Value Maximum Value

3
Sort Order
Scale Minimum Value Maximum Value

15
Sort Order

30
Sort Order

2
Sort Order
Uppercase only Zero Fill
Define Change Order Template
Module Purchasing
Task Manage Change Order Templates
User
Navigation Procurement>Define Purchasing Configuration>Define Purchasing Document Configuration>Manage Change O
Setup
Description Manage PO document related attributes changing which creates a revision
ACTION Name Description
icate Default Purchasing Change order template
Header
ACTION Attribute Revise Document
No Update Procurement BU TRUE
No Update Requisitioning BU TRUE
No Update Sold-to Legal Entity TRUE
No Update Bill-to BU TRUE
No Update Supplier TRUE
No Update Supplier Site TRUE
No Update Currency TRUE
No Update Procurement Card TRUE
ADD Payment Terms TRUE
No Update Buyer Managed Transportation TRUE
Lines
No Update Line TRUE
No Update Item TRUE
No Update Item Revision TRUE
No Update Item Description TRUE
No Update Category Name TRUE
No Update Product TRUE
No Update UOM TRUE
No Update Quantity TRUE
No Update BaseModel Price TRUE
No Update Price TRUE
No Update Ordered TRUE
No Update Configuration Details TRUE
Schedules
ADD Schedule TRUE
No Update Quantity TRUE
No Update Ordered TRUE
No Update Work Order TRUE
No Update Ship-to-Location TRUE
No Update Ship-to-Organization TRUE
No Update Requested Delivery Date TRUE
No Update Promised Delivery Date TRUE
No Update Requested Ship Date TRUE
No Update Promised Ship Date TRUE
Attachments

onfiguration>Manage Change Order Templates
Code Status Document Type

Manage Common Options for Purchasing and Payables
Module Purchasing
Task Manage Common Options for Purchasing and Payables
User
Navigation Setup and Maitenance > Task
Setup Descrition Setup Default Bill to location
Select Business Unit

Verify Bill to Location is populated
Expense Accruals Period End
"All other mandatory information will be defaulted from Payables setup"
Note: This section is included in AP BR100

Personalizations
S.No Item Form Name

1. Requested Ex Factory Date
1 2. Confirmed Ex Factory Date PO Lines
2 2. Confirmed Ex Factory Date PO Schedules
3 Hide: Default Ship-to Location PO Headers
4
5
6
7
8
9
10
11
Screenshot for reference PO Lines

1
Purc
hase
Requ
isitio
n
Screenshot for reference PO Schedules
1
Hide - Ship-to location:

2. Confirmed Ex Factory Date
2. Confirmed Ex Factory Date
Setup Checklist
Define Self Serv Proc Profile Option
Module Purchasing
Task Manage Self Service Procurement Profile Options
User
Navigation Self Service Procurement Profile Options
Setup Description Change default profile values at the level of purchasing

module in the system.
Name Profile Level

POR_DISPLAY_CATEGORY_ITEM_COUNT Site
POR_DISPLAY_EMBEDDED_ANALYTICS Site
POR_NEED_BY_DATE_OFFSET Site
POR_PROXY_SERVER_NAME Site
POR_PROXY_SERVER_PORT Site
POR_SEARCH_RESULTS_SKIN Site
Product Name User Name Profiel Values
No
No
No
No
No
No
Manage Document Style
Module Purchasing
Task Manage Document Style
User
Navigation Manage Document Style
Setup Description Manage Document Styles
Create Document Style

Style Description
Consignment Purchases Style Consignment purchases document style
Commodities
Purchase bases
Goods Y
Services
Consignment Terms Enabled Yes
Line Types All
Purchase Order
Display Name Consignment Order
Blanket Purchase Agreement

Enabled Yes
Display Name Consignment Agreement
Price Breaks Allowed Yes
Contract Purchase Agreement

Enabled No
Display Name
Create Document Style

Style Description
Standard Style Standard document style
Commodities
Purchase bases
Goods Y
Services Y
Consignment Terms Enabled No
Line Types All
Purchase Order
Display Name Purchase Order
Blanket Purchase Agreement

Enabled Yes
Display Name Blanket Purchase Agreement
Price Breaks Allowed Yes
Contract Purchase Agreement

Enabled Yes
Display Name Contract Purchase Agreement
mentation Project
Status
Active
Status
Active
Module Purchasing
Task Manage Carriers
User
Navigation
Setup Description For Creating Shipment Methods
Carrier Name Active Manifesting enabled
THIRDPRTY Yes No
UPS3DAY Yes No
FedEx3DAY Yes No
UPS2ND Yes No
UPSNDA Yes No
UPSGND Yes No
PKUP Yes No
Additional
Service Level Mode of Transport Organization Association
Information
NA Less than TruckLess than Truckload
NA UPS 3 day select Less than Truckload
NA FedEx express saAir
NA UPS 2nd day air Air
NA UPS next day air Air
NA UPS ground Less than Truckload
NA Do Not Ship Do Not Ship
Module Purchasing
Task Manage Administrator Profile Values
User
Navigation
Setup Description For Creating Shipment Methods
Profile Option Code Profile Level
PJC_ALLOW_ACCOUNT_OVERRIDE Site
PO_CONTROL_SUPPLIER_COMMUNICATION Site
Profil
User
Product Name e
Name
Vale
No
No
Commnets
This profile is currently disabled in the PROD instane since we have PO print format issue and don’t want to send the PO print to vendo
nt to send the PO print to vendors
Module
Project
Task
User
Navigation
Setup Description
Set Code
NA: We are using seeded 'COMMON' reference data set

Setup Checklist
Purchasing
Medifast Cloud Financials Implementation Project
Manage Reference Data Set
Create Purchasing Data set which will be used for Locations
Descriptio
Set Name
n
Module
Project
Task
User
Navigation
Setup Description
BU Name
Jason Pharm
Jason Enterprises
7 Crondall
Corporate Events
Jason Properties
Medifast Inc.
Medifast Nutrition
OPTAVIA LLC
OPTAVIA HK
OPTAVIA SG
Setup Checklist
Purchasing
Medifast Cloud Financials Implementation Project
Manage Business Unit Set Assignment
Assign Purchasing Reference data set to location functionality of Business units
Reference
Reference Data Set Object Data Set
Code
LOCATIONS COMMON
LOCATIONS COMMON
LOCATIONS COMMON
LOCATIONS COMMON
LOCATIONS COMMON
LOCATIONS COMMON
LOCATIONS COMMON
LOCATIONS COMMON
LOCATIONS COMMON
LOCATIONS COMMON
Reference Data
Set Name
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Common Set
Manage UOM
Module Purchasing
Task Manage Freight

Terms Lookup
User
Navigation Procurement>Define Common Procurement Configuration>Manage Freight Terms Lookup
Setup Description Manage Freight Terms Lookup
Manage Freight Terms Lookup
Start End Meanin

Lookup Code Display Sequence Enabled Date Date g
CFR 1 1 1/1/1951 CFR
CIF 2 1 1/1/1951 CIF
CIP 3 1 1/1/1951 CIP
CPT 4 1 1/1/1951 CPT
DAP 5 1 1/1/1951 DAP
DAT 6 1 1/1/1951 DAT
DDP 7 1 1/1/1951 DDP
EXW 8 1 1/1/1951 EXW
FAS 9 1 1/1/1951 FAS
FCA 10 1 1/1/1951 FCA
FOB 11 1 1/1/1951 FOB
NA 12 1 1/1/1951 NA
Terms Lookup
Detai
l
Description Tag Data
Cost and Freight, for sea/waterway transport
Cost, Ins and Freight, for sea/waterway transport
Carriage and Ins Paid To, any mode of transport
Carriage Paid To, any mode of transport
Delivered At Place, any mode of transport
Delivered At Terminal, any mode of transport
Delivered Duty Paid, any mode of transport
Ex Works, any mode of transport
Free Alongside Ship, for sea/waterway transport
Free Carrier, any mode of transport
Free On Board, for sea/waterway transport
Not Applicable
Manage UOM
Module Purchasing
Task Manage buyer

assignment rules
User
Navigation Procurement>Define Common Procurement Configuration>Manage buyer assignment rules
Setup Manage buyer
Description assignment rules
Deliver-to
**Commo Organizat
*Rule Sequence Rule Set **Requisitioning BU dity ion Project
Note: Defect 764 - Around 88 suppliers provided for Buyer assignment but are not provided for supplier conversion and hence not conver
Please refer to Tab: Available to configure-UAT
Loaded in PROD
C:\Users\ashkale\
Documents\
MEDIFAST\BR100\
MOCK 1\
ManageB
uyerA
ssig
nmen
tRules_PROD.xlsx
ignment rules
Noncata Exceeds
log Line
Supplier Request Amount *Procurement BU *Buyer
conversion and hence not converted.

Setup Checklist
Module Purchasing
Task Notifications and Deadlines
User
Navigation
Setup Description Assign Notifications and Deadlines
3 day escalation for all notifications (business days)
2 day notification reminders for all notifications

Setup Checklist
Module Purchasing
Task Enabling Offerings
User
Navigation Setup & Maintenance>Actions>Go to Offering>Click on Procurement>
Setup Description Enabling Offerings
19D:
1 Capture Supplier Discounts on Purchase Order Lines
ering>Click on Procurement>
e Order Lines
Setup Checklist
Module Purchasing
Task Manage Geographies
User
Navigati
on Setup & Maintenance>Click on Procurement>Enterprise profile>Manage Geographies
Setup
Descript
ion Manage Geographies
Manage Geographies
Manage Geography Validation
Edit Address Style

Note: Ensure this is done for all the countries which are part of supplier extract.
· Geographies are set and Structure and Hierarchy are defined.
· Ensure, Correct address format is in place for each country. For example. For Canada, province was mandatory fi
or Canada, province was mandatory field, made it to non mandatory as source data don’t send these details.
Setup Checklist
Module Purchasing
Task Disable User Categories (DEFAULT or Any other Custom Category): (After all Security and Controls Configurations )
User
Login to Fusion Applications
Navigati >> Navigate to Tools --> Security Console --> User Categories --> Click on the Category you are using (DEFAULT or A
on >> Save and Close
Setup
Descript
ion Disable User Categories (DEFAULT or Any other Custom Category): (After all Security and Controls Configurations )
Note: This task is applicable only in lower instance and not in PROD
Disable User Categories (DEFAULT or Any other Custom Category):

urity and Controls Configurations )
gory you are using (DEFAULT or Any other Custom Category) --> Notifications --> Click on Edit --> Select Template "ORA New Account Tem
urity and Controls Configurations )

Template "ORA New Account Template" and then Uncheck "Enabled" Box
Setup Checklist
Module Shared
Task
User
Navigati
on
Setup
Descript
ion Employee Conversion setup tasks
1 · Lookup value: Manage common Lookups> HRC_SOURCE_SYSTEM_OWNER Add value NAV to the
2 · Lookup value: Manage common Lookups> MANAGER_LEVEL Add below value to the lookup.
Job Family / Managerial Level

Staff Position
Manager
Supervisor
Director
EVP
VP
C Suite
3 · Define jobs as per below list:
Job Job Family / Managerial Level Level Job Start Date

Staff Position Staff Position 10 1/1/1951
Manager Manager 20 1/1/1951
Supervisor Supervisor 30 1/1/1951
Director Director 40 1/1/1951
EVP EVP 50 1/1/1951
VP VP 60 1/1/1951
C Suite C Suite 70 1/1/1951
Job
Name Code Job Set Status Family
C Suite C Suite Common Active

Set
Director Director Common Active

Set
EVP EVP Common Active

Set
Manager Manager Common Active

Set
Staff Position Staff Position Common Active

Set
Supervisor Supervisor Common Active

Set
VP VP Common Active
Set
4 · Manage Department:
5 · setup and maintenance > manage enterprise hcm information:
Employee numbering method

_OWNER Add value NAV to the lookup.
elow value to the lookup.

Job Managem
Function ent Level
C Suite
Director
EVP
Manager
Staff
Position
Superviso
r
VP
Manage UOM
Module Common
Task Manage Common Lookups
User
Navigation Setup and Maintenance > Search > Manage Common Lookups
Setup Description Manage Common Lookups
Lookup Type Meaning

MED_JBHUNT_EXCLUDED_VENDORS MED_JBHUNT_EXCLUDED_VENDORS
Lookup Codes
Lookup Code Display Sequence
1 1
2 2
3 3
4 4
5 5
6 6
7 7
8 8
9 9
Description
Vendors for which Purchase Orders have to be excluded from JB Hunt interface
Enabled
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Lookup Configuration
Module REST Access Secured
Level
Purchasing User Secure
Start Date End Date Meaning

HARVEY SALT COMPANY
George R. Ruhl & Son, Inc.
JM Swank LLC
McCormick & Company, Inc.
Mitsubishi International
Solae, LLC
Sucafina Ingredients S.A.
Tilley Chemical Co., Inc.
Springfield Printing Corp.
Descriptio
Tag
n
Manage UOM
Module Common
Task Manage Audit Policies
User
Navigation Setup and Maintenance > Manage Audit Policies>Configure Business Object Attribu
Setup Description Manage Audit Policies
Audit Name Enable Audited Attributes

Supplier Supplier
Supplier Number
Tax Organization Type
Supplier Type
Business Relationship
Parent Supplier
Alternate Name
Inactive Date
Alias
D-U-N-S Number
Supplier Business Classifications Deleted
Classification
Subclassification
Certifying Agency
Certificate Number
Other Certifying Agency
StartDate
Expiration Date
Notes
Provided By
Confirmed On
Supplier Products and Services Category Name
Supplier Payment Attributes Payment Reason Comment
Email
Fax
Delivery Channel
Bank Instruction 1
Bank Instruction 2
Settlement Priority
Pay each document alone
Bank Charge Bearer
Payment Reason
Delivery Method
External Payee ID
Bank Instruction Details
Payment Text Message 1
Service Level
Supplier Payment Methods Payment Method
From Date
To Date
Default
Supplier Sites GlobalAttribute8
GlobalAttribute9
GlobalAttributeDate1
GlobalAttributeNumber1
GlobalAttributeTimestamp1
Acknowledge Within Days
AttributeNumber8
AttributeNumber9
AttributeTimestamp1
AttributeTimestamp10
AttributeTimestamp2
AttributeTimestamp3
AttributeTimestamp4
AttributeTimestamp5
AttributeTimestamp6
AttributeTimestamp7
AttributeTimestamp8
AttributeTimestamp9
GlobalAttribute10
GlobalAttribute11
GlobalAttribute12
GlobalAttribute13
GlobalAttribute14
GlobalAttribute15
GlobalAttribute16
GlobalAttribute17
GlobalAttribute18
GlobalAttribute19
Supplier Site Assignments Liability Distribution
Bill Payable Distribution
Prepayment Distribution
Inactive Date
Client BU
Bill-to BU
Ship-to Location
Bill-to Location
Withholding Tax Group
Distribution Set
Use Withholding Tax
Supplier Tax Classifications Fiscal Classification Type Code
Fiscal Classification Code
Start Date
End Date
Supplier Tax Registrations Tax Registration Status
Tax Registration Reason
Company Reporting Name
Start Date
End Date
Legal Registration Address
Source
Set as default registration
Rounding Rule
Set Invoice Values as Tax Inclusive
Tax Regime Code
Tax
Tax Jurisdiction Code
Issuing Tax Authority
Tax Point Basis
Tax Registration Type
Registration Number
Supplier Tax Reporting Codes Tax Reporting Type Code
Tax Reporting Code Char
Tax Reporting Code Date
Tax Reporting Code Number
Effective Start Date
Effective End Date
Supplier Addresses Country
Address Line 1
Address Line 2
State
City
County
Postal Code
Province
Address Name
Address Line 3
Address Line 4
Postal Code Extension
Building
Floor
Addressee
Additional Address Element 1
Address Lines Phonetic
Language
Global Location Number
Inactive Date
Phone Country Code
Phone Area Code
Phone
Phone Extension
Phone Status
Fax Country Code
AttributeNumber9
Fax Area Code
Fax
Fax Status
Email
Email Status
Ordering
Remit to
RFQ or Bidding
Allow tax applicability
Allow offset taxes
Rounding Level
Rounding Rule
Tax Country
Tax Registration Number
Attribute1
Attribute10
Attribute11
Attribute12
Attribute13
Attribute14
Attribute15
Attribute16
Attribute17
Attribute18
Attribute19
Attribute2
Attribute20
Attribute21
Attribute22
Attribute23
Attribute24
Attribute25
Attribute26
Attribute27
Attribute28
Attribute29
Attribute3
Attribute30
Attribute4
Attribute5
Attribute6
Attribute7
Attribute8
Attribute9
AttributeCategory
AttributeDate1
AttributeDate10
AttributeDate11
AttributeDate12
AttributeDate2
AttributeDate3
AttributeDate4
AttributeDate5
AttributeDate6
AttributeDate7
AttributeDate8
AttributeDate9
AttributeNumber1
AttributeNumber10
AttributeNumber11
AttributeNumber12
AttributeNumber2
AttributeNumber3
AttributeNumber4
AttributeNumber5
AttributeNumber6
AttributeNumber7
AttributeNumber8
Supplier Contacts First Name
Last Name
Email
Salutation
Middle Name
Job Title
Email Status
Administrative contact
Inactive Date
Phone Country Code
Phone Area Code
Phone
Phone Extension
Phone Status
Mobile Country Code
Mobile Area Code
Mobile
Mobile Status
Fax Country Code
Fax Area Code
Fax
Fax Status
Attribute1
Attribute10
Attribute11
Attribute12
Attribute13
Attribute14
Attribute15
Attribute16
Attribute17
Attribute18
Attribute19
Attribute2
Attribute20
Attribute21
Attribute22
Attribute23
Attribute24
Attribute25
Attribute26
Attribute27
Attribute28
Attribute29
Attribute3
Attribute30
Attribute4
Attribute5
Attribute6
Attribute7
Attribute8
Attribute9
AttributeCategory
AttributeDate1
AttributeDate10
AttributeDate11
AttributeDate12
AttributeDate2
AttributeDate3
AttributeDate4
AttributeDate5
AttributeDate6
AttributeDate7
AttributeDate8
AttributeDate9
AttributeNumber1
AttributeNumber10
AttributeNumber11
AttributeNumber12
AttributeNumber2
AttributeNumber3
AttributeNumber4
AttributeNumber5
AttributeNumber6
AttributeNumber7
AttributeNumber8
AttributeNumber9
Supplier Address Tax Classifications Fiscal Classification Type Code
Fiscal Classification Code
Start Date
End Date
Supplier Address Tax Registrations Tax Point Basis
Registration Number
Tax Registration Status
Tax Registration Reason
Company Reporting Name
Start Date
End Date
Legal Registration Address
Source
Set as default registration
Rounding Rule
Tax Regime Code
Tax
Tax Jurisdiction Code
Issuing Tax Authority
Supplier Address Tax Reporting Codes Tax Reporting Type Code
Tax Reporting Code Char
Tax Reporting Code Date
Tax Reporting Code Number
Effective Start Date
Effective End Date
Supplier Bank Accounts Country
Account Number
Bank Name
Branch
Currency
Account Type
Account Name
IBAN
Allow International Payments
From Date
Inactive On
Alternate Account Name
Account Suffix
Conversion Rate Agreement Type
Conversion Rate
Conversion Rate Agreement Number
Check Digits
Secondary Account Reference
Agency Location Code
Description
Supplier Address Contacts Inactive Date
Contact Name
Supplier Site Third-Party Payment Relationships From Date
Address Name
Remit-to Supplier
Default
Description
To Date
onfigure Business Object Attributes>Select Product as Supplier Model>Enable Audited attributes for all the Audit Names

Medifast Purchasing Configuration Workbook

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Document Control Information

Document Edit History

Document Review/Approval History

Distribution of Final Document

Changed setup for Manage Requisition Business

Change in setup for Switching the approvals from

Changed setup in Configure Procurement Business

Changed the setup for Manage Purchasing Line

Replace Buyer Christine Shelton mail id from

Jessica Carter email to be added to the approval

Updated the Final Spend Authorized Supplier

Pallet Size & Supplier Lead Time DFF creation on

2 Return to Setup Checklist

Manage Internal Supplier Profile Change Approvals

Each Buyer needs to be created as Procurement agent. Also anyone

Accounting rules in Transaction Account builder for PO charge Ac Complete

Setup to override accounts. One time setup. Dependent on Mapping

Gives list of Purchasing categories. If there is any new purchasing

Procurement Approval Groups Complete

Assign Purchasing Location Set to all Purchasing BU's Location

Manage Buyer Assignment Rules Complete

Note: This is covered in Inventory BR100

ACTION Basic Details

Customer Account Site ENTERPRISE Enterprise Set Enterprise Set

Performance Templates COMMON Common Set Common Set

Sales Revenue Category COMMON Common Set Common Set

Tax Classification Codes COMMON Common Set Common Set

h of the task are checked

Reference Data Set Name

Agent Procurement BU Agent Default Requisition BU

Create orders immediately after requisition import

Approval required for buyer modified lines

ACTION Context Value for Requisition Descriptive Flexfield

Allow Requisition to Agreement UOM conversion

Note: Locations Marked in Red will not be set as Requisition BU's

Common Procurement Configuration>Define Business Function Configuration>Configure Requisitioning Business Functions

Jason Pharm OPTAVIA HK OPTAVIA SG

Jason Pharm Jason Pharm Jason Pharm

Configure Procurement Business Function

Business Unit Name Jason Pharm OPTAVIA HK

Maximum File Size 1000 1000

ADD Consignment Terms

Document Types (Select Purchase Order Record)

ADD Document Layout Purchase Order Layout5 Purchase Order Layout5

Contract Terms ContractTermsProcurement ContractTermsProcurement

Export using web service

Purchase Order Layout5

Setup and Maintenance > Implementation Projects > Supply Chain

MED PUR NAT AC BY ITEM CATE

Input Sources Value Set

Expense Accrual Account - Business Unit

Input Sources Value Set

Create Medifast_Purchasing TAB Default Accounting

Account Rule Assignment

Transaction Account Type Account Combination Rule

Accrual Account Purchasing Accrual Account Rule

Account Rule Assignment

Description Short Name Status Chart Of Accounts