P-CARD (Procurement Card) SETUP AND TRANSACTION FLOW STEPS

P-CARD SETUP AND FLOW STEPS

PREREQUISITE  : 1)I-Procurement setup should exist in the Instance

                                    I-Procurement Set-Up Docs

STEP 1: Create a SQL*Loader program that uses the flat file provided by the card issuer containing         the credit card transaction details you want to transfer into the  AP_EXPENSE_FEED_LINES_ALL table.

STEP 2: Define the card issuer as a supplier.

              Navigation: Oracle Payable Super User--> Suppliers--> Entry.

STEP 3: Create Credit Card Code

              Navigation: Oracle Payable Super User--> Setup--> Credit Cards--> Procurement Card-->   Code Sets .

STEP 4: Define Credit Card Programs

               Navigation: Oracle Payable Super User--> Setup--> Credit Cards--> Card Programs

STEP 5: Define the GL Account Sets

              Navigation: Oracle Payable Super User--> Setup--> Credit Cards-->Procurement Card-->       GL Account Sets.

STEP 6: Define the Credit Card Profile

              Navigation: Oracle Payable Super User--> Setup--> Credit Cards-->Procurement Card--> Profiles.

STEP 7: Select the Procurement Card check box to indicate that the supplier site is P-Card enabled.

STEP 8: Set the Profile Options: 

PO: Use P-Cards in Purchasing

STEP 9: After that upload the data through the SQL Loader Program, then run the                                      "Procurement Card Transaction Validation Program" Request.

 Navigation: Payable Super User--> View--> Request

STEP 10: Run the other Requests:

Navigation: Payable Super User--> View--> Request "Create Procurement Card Issuer Invoice"

  "Payables Open Interface Import with source" 

Source Parameter as  "PCARD"

While using Supplier wise Price Purchase Agreement in the Purchasing Module / Unit price defaultation from price list on purchase order

  Supplier wise Price Agreement Set Up Flow Steps

Step 1:  PROFILE SETUP

             Navigation: SYSTEM ADMINISTRATOR-->PROFILE-->SYSTEM--> 

                               QP: Pricing Transaction Entity and QP: Source System Code 

 

 

Step 2:  PURCHASING PRICE LIST

             Navigation: India-Local Purchasing-->Setup-->Advance Pricing--> Price List

                                 Price List Setup  
          

          Create Price list and given orderable Item price value in the line level as below:

  

 

Then, Move to qaualifier tab and given line level choose supplier and Po Vendor in Qualifier context and Qualifier attribute field.

 

Choose Orderable Supplier name in value from field and save.

  

Step 3:  ORACLE PRICING MANAGER

             Navigation: View Request-->Submit a New Request-->Run--> Build Attribute Mapping Rules

 

 

Step 4:  PURCHASE

             Navigation: India-Local Purchasing-->Create a Contract Purchase Agreement

 

Step 5:  PURCHASE

             Navigation: India-Local Purchasing-->Create a Standard Purchase Order with same Supplier

 

  Approve Standard Purchase Order