Oracle Purchasing Document Types:

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Document Types:

Document Types window is used to define access, security and control specifications for all the
Purchasing documents for the selected operating unit.
New document types cannot be entered but new document subtypes for RFQs & Quotations can be
entered.
Oracle Purchasing provides the following document types:
S no
1
2

Document Types
Requisition (Req)

3
4

Subtypes
Internal
Purchase
Bid

Request For Quotation (RFQ)

Catalogue

Standard

Bid

Quotation

8
9
10
11
12
13
14

Catalogue
Standard

Purchase Order

Purchase Agreement

Release

Planned
Standard
Blanket
Contract
Blanket
Scheduled

Prerequisites: Purchasing Approval Hierarchy Setups

Navigation:

India Local Purchasing > Oracle Purchasing > Setup > Purchasing > Document Types

Select the Operating Unit at right corner of the window.

Click update button of any one of the document type.

Approval Block:

Owner Can Approve:

Owner of the document is also an approver for the document. This field is not applicable when the
Document Type is Quotation or RFQ.
Approver Can Modify:
Enables the approver of the document to modify the document and then forward it to the next
approver
Can Change Forward-To:
Approver can change the next person to whom the document is forwarded
Approval Workflow:
The Workflow Item Type that is used in this approval.
Workflow Start Process:
The top process (first entry process) that is used in this approval.
Forward Method:
The Forward Method field is not applicable when the Document Type is Quotation or RFQ. The
following options apply regardless of whether you are using position hierarchies or the
employee/supervisor relationship to determine your approval paths. Choose one of the following
options:
Direct The default approver is the first person in the preparers approval path that has sufficient
approval authority.
Hierarchy The default approver is the next person in the preparers approval path regardless of
whether they have approval authority. (Each person in the approval path must take approval action
until the person with sufficient approval authority is reached.)

Control Block:

Security Level:
The following security levels are available:
Public All system users can access the document
Private Only the document owner and subsequent approvers can access the document
Purchasing Only the document owner, subsequent approvers, and individuals defined as buyers
can access the document
Hierarchy Only the document owner, subsequent approvers, and individuals included in the
security hierarchy can access the document

Access Level:
This LOV enables you to control which modification/control actions you can take on a particular
document type once you gain access. Document owners always have Full access to their documents.
The Access Level options include:
View Only Accessing employees can only view this document
Modify Accessing employees can view, modify, and freeze this document
Full Accessing employees can view, modify, freeze, close, cancel, and final-close this document
Archive On:
The Archive On field is applicable only when the Document Type is Purchase Agreement, Purchase
Order or Release. Choose one of the following options:
Approve The document is archived upon approval. This option is the default.
Transmission The document is archived upon communication. A document transmission action
would be printing, faxing, or e-mail.
Once defining the required setups in the document type click apply button.
Reference Oracle R12 - Purchasing User Guide

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