Purchase Order Template

Simplified Loader’s Purchase Order Template is a fully integrated Excel Spreadsheet with Oracle Fusion. The Purchase Order Template allows the user to create, download, change, close, cancel, or delete a Purchase Order.

Users of Oracle Fusion Procurement can utilize Simplified Loader’s Excel Templates to download or to upload PO from Excel to Oracle Fusion. Excel Template provides a feature-rich interface for the user to get all information required for Purchase Order creation in the Spreadsheet. Excel Template provides a list of values for fields like Suppliers, PO Category, Delivery Location, etc.

Purchase Order Excel Template is best suited for Buyers or the Data Migration team. Simplified Loader Template allows the user to load any number of records with immediate validation feedback. The portable nature of Simplified Loader Excel sheets makes it possible to distribute the file to any user (inside or outside your organization) who wishes to supply PO details. Once the Buyer receives the file populated with PO data, the Buyer can use the same file (without a need to copy-paste data from one Excel file to another) to load data into Oracle Fusion.

Oracle provides FBDI sheets to upload data. In comparison with FBDI, Simplified loader Templates are 95% more convenient in terms of organizing data in Excel, steps involved in data upload, and resolving errors. Please review a detailed comparison with FBDI Template here.

Create Purchase Orders

Simplified Loader Purchase Order Template allows the users to create & submit PO for approvals in Oracle Fusion directly from the Spreadsheet. The users can create Purchase Orders with single or multiple Lines, single or multiple distributions, with or without Project details, etc. Create Purchase Order operation validates data before performing the upload. This operation reports data validation errors in real-time.

When processing multiple records from Simplified Loader Template, the Template marks each PO with Success or Failed status. In case of errors, this operation also provides the details of rejection. Failed transactions can be modified and resubmitted to Oracle Fusion.

Get PO Details

“Get PO Details” functionality downloads the details of the Purchase Order from Oracle Fusion into Excel Spreadsheet. Once the details of the PO are downloaded into the Spreadsheet, the user can use the data to create a duplicate PO or change any data attributes before uploading the PO. This functionality can also be used to download the PO for review purposes. Get PO Details functionality is not limited to downloading a single PO. Multiple POs can also be downloaded using Get PO Details functionality.

Change Purchase Orders

Any changes to the PO that’s already issued to the Supplier can be loaded to Oracle Fusion application using Change Purchase Orders operation. Change PO functionality allows the user to specify data values for all fields used at the time of PO creation. This operation results in the creation of a Change Order in Oracle Fusion. Change Order created using Change Purchase Order operation will follow the approval flow designed for your organization.

Get PO Header

“Get PO Header” operation is similar to “Get PO Details” operation with a difference that “Get PO Header” only brings back PO Header data values. This functionality is mainly used when the user needs to populate the PO Header ID column, which is a mandatory field for operations like, Close PO, Cancel PO. Get PO Headers functionality is not limited to download a single PO detail. Multiple POs can be downloaded using this operation in a click of a button.

Submit PO for Approval

“Submit PO for Approval” operation submits the PO in Incomplete status for approval. This functionality is not restricted to PO created using Simplified Loader Template, you can submit PO created in Oracle Fusion as well for approval. Submit PO for Approval can submit one or many POs for approval in a single click.

Submit PO for approval operation needs the PO ID value to perform the action. In Simplified Loader, the user can utilize the “Get PO Header” operation to download PO ID from Oracle Fusion before performing this action.

Close Purchase Orders

“Close Purchase Order” operation closes the PO. This functionality is not restricted to the PO created using Simplified Loader Template. You can close POs created in Oracle Fusion as well. Close PO can submit one or many POs for closure in a single click.

Close PO operation needs the PO ID value to perform the action. In Simplified Loader, the user can utilize the “Get PO Header” operation to download PO ID from Oracle Fusion before performing this action.

Cancel Purchase Order

“Cancel Purchase Order” cancels the PO. This functionality is not restricted to the PO created using Simplified Loader Template. You can cancel POs created in Oracle Fusion as well. Using Cancel PO functionality, you can submit one or many POs for cancellation in a single click.

Cancel PO operation needs the PO ID value to perform the action. In Simplified Loader, the user can utilize the “Get PO Header” operation to download PO ID from Oracle Fusion before performing this action.

Cancel Change Order

“Cancel Purchase Order” cancels a Change Order. This functionality is not restricted to Change Order created using Simplified Loader Template. You can cancel Change Orders created in Oracle Fusion as well. Using Cancel Change Order functionality, you can submit one or many Change Orders for cancellation in a single click.

Cancel Change Order operation needs the PO ID value to perform the action. In Simplified Loader, the user can utilize the “Get PO Header” operation to download PO ID from Oracle Fusion before performing this action.

Delete Change Order

“Delete Purchase Order” deletes a Change Order. This functionality is not restricted to Change Order created using Simplified Loader Template. You can delete Change Orders created in Oracle Fusion as well. Using Delete Change Order functionality, you can submit one or many Change Orders for deletion in a single click.

Delete Change Order operation needs the PO ID value to perform the action. In Simplified Loader, the user can utilize the “Get PO Header” operation to download PO ID from Oracle Fusion before performing this action.

Related Topics - Purchase Order Template

1) Roles required for Purchase Order Template.

The following privileges are required to upload PO transactions.
1. Manage Purchase Order by Web Service
2. Search Purchase Order by Web Service
3. Procurement REST Service
4. Manage Purchasing Document Header Approval by Web Service