a) Create a New Pay Group
Pay Group: A feature you use to select invoices for payment in a payment batch.
When you create a payment batch, you can choose a Pay Group to pay a category of suppliers or invoices at the same time. You define Pay Groups for suppliers and supplier sites in the Payables QuickCodes window. Examples of Pay Groups you may define are employees, merchandise, non-merchandise, government, domestic, and international.
Responsibility: Purchasing, Vision Operations (USA)
Navigation: Setup > Purchasing > Lookup Codes
Query the pay group lookup code "PAY GROUP"
Enter the new pay group code
Code : ABC PAY
Meaning : ABC PAY
Description : ABC Paygroup
b) Create a Supplier
Responsibility: Payables, Vision Operations (USA)
Navigation: Suppliers > Entry
Navigate to Terms and Control > Tax and Reporting
Allow Tax Applicability : Check
Navigate to Purchasing
Create Debit Memo from RTS Transaction : Check
NOTE: Enable the Create Debit Memo From RTS Transaction option if you want the system to automatically create a Debit Memo in Payables when you enter a Return to Supplier (RTS) in Purchasing. The value for supplier site defaults from the purchasing options window.
Navigate to Receiving
Receipt Routing : Standard Receipt (Requires: Standard receipt, Deliver)
Match Approval Level : 3-Way
Allow Substitute Receipts : Check
Navigate to Invoice Management
Invoice Currency : USD (US dollar)
Invoice Match Option : Purchase Order
Payment Currency : USD (US dollar)
Terms : Immediate
Pay Group : ABC PAY (Which you created on earlier)
Always Take Discount : Check
Navigate to Payment Details
Payment Method: Electronic : Check
This creates the basic supplier.
c) Create a Supplier Sites
Navigate to Address Book
Enter the valid Address details.
Address Line1 : 1st Main Road
City : SAN FRANCISCO
County : SAN FRANCISCO
State : CA
Postal Code : 94109
Address Name : SAN FRAN
Addressee : SAN FRAN
Phone Area Code : 415
Phone Number : 555-1234
Address Purpose : [Check] Payment
This creates the basic supplier site.
To UPDATE the supplier site attributes to click "MANAGE SITES"
[Check] Pay, Primary Pay
[COMMNICATION] Tab Page
Notification Method : Print
PAY SITE Successfully created.
Create a Purchasing Site
Navigate to Address Book [Click to Create]
Address Line1 : 520 Madison Avenue
City : NEW YORK
County : NEW YORK
State : NY
Postal Code : 10022
Address Name : NEW YORK
Addressee : NEW YORK
Phone Area Code : 212
Phone Number : 555-7703
Address Purpose : [Check] Purchasing
Address and Site Creation - Unable to create address and sites because of the following error when trying to create the site in operating unit [Vision Operations]: [ORA-01403: no data found in Package AP_VENDOR_PUB_PKG Procedure Validate_Vendor_Site]. Either resolve this issue and try again or deselect the operating unit with the error and continue. Note: any new address requires at least one site in order to be created.
Dealing with "Addressee"
Addressee field is potentially used to assist with the interface with iStore.A ddressee is used when an order is made by a customer and is shipped somewhere else. It is just like you purchase a book and have it shipped to your friend . Your friend becomes the addressee at the address that the book is sent to. Therefore you can use ADDRESSEE column to store an alternative displayed name which can be used in place of the party name on mailing labels or other external documents.
The usage of this column may vary in different applications within Oracle EBS.
Oracle Shipping will display the column on mailing label for ship to customer when the customer account owning party is a party of party type PERSON.
Order Management may display the column in a sales order along with the customer name (from party name), ship to org name (from customer site use simplifying the process of creating the on-time ship to address.
Oracle CRM Product
CRM iStore will use the column to display the person name in a personal address book since CRM consider that it is a huge overhead to create a party record for each person in a personal address book.
TCA table HZ_PARTY_SITES parking the column data in ADDRESSEE field.
Remove Addressee / Enter Valid one.
Successfully created a Supplier with Sites. (Purchasing & Pay)