Oracle IProcurement

Oracle iProcurement

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Agenda

Oracle iProcurement

Benefits

Integration with other Oracle EBS modules\

Oracle iProcurement Flow

Oracle iProcurement

Oracle iProcurement is a web based application

Approvals management using workflow/AME

Automates document creation process for Catalog requisitions

Benefits

Streamline Employee Ordering across organization

Enforce Purchasing Policy

Reduce Procurement Cost and time

Easy to upload and view item additional information

Search product internally or from external sources

Personalize according to organization needs

Automatic PO Creation

Integration with Other Oracle Applications

iProcurement

Oracle

Payables

Procurement Card (P-Card Transactions)

Oracle Projects

Project/Task information Item Information

Oracle Inventory

Required to Complete base purchasing

functionality

Oracle

Purchasing

Job, Position, Approval Hierarchy

Information

Oracle HRMS

Oracle iProcurement Flow http://oracleapps88.blogspot.com/

Catalog Management

A catalog is a cohesive source of supplier product and service information that

provides a means by which the information can be found quickly by the requestor.

Oracle iProcurement supports the following types of catalogs:

Local catalog

Extracted From Purchasing Item, Price,

Categories, BPA,

Uploading Catalog Schema(XML,cXML) ,Quotation

Punchout catalog hosted by a supplier or marketplace

Transparent catalog hosted by a supplier or marketplace

Informational catalog

Content Zones

Content zones are containers for your catalog items and services.

Grant access to user for accessing the catalog

Content Zones Types

Local Content Zone Grants Access

Accessible to all Users

Punchout Content Zone Secure by Operating Units

Secure by responsibility

Transparent Content Zone

Informational Content Zone

User Market Place

Supplier Webstore

User Supplier

Two ways we can access the supplier catalog

Exchange (B2B Webservice)

Supplier

Sources for Accessing Supplier Catalog

Stores

– Stores are simply a way to organize catalogs.

– Stores will maintain content zones

– Stores guide requesters to relevant contents.

Adding content zone to store to intuitive shopping mall experience

Creating Store and adding Content Zones http://oracleapps88.blogspot.com/

Catalog Request

Most efficient method of requisitioning within iProcurement

Search for both goods and services in a single unified catalogue

Search the catalogue of items using the ‘Search Main Store’ function

Use the ‘Advanced Search’ function to enter multiple criteria

Selecting the item from shopping list

Search Category

Search Option

Drill Down

Options

Main Store

->Pens and Pencils

->Pencils

->Apsara

Shopping List

Shopping lists contain items that are requestor frequently order

There are two different kinds of shopping lists:

Personal – My Favorites

Corporate – Public

Personal – My Favorites

Shopping list for Personal Favorites

Non Catalog Request

A non-catalogue request are created if the item to be purchased are not listed in

the supplier’s catalog or local.

Item Types will decide how Requisition line amount will be calculated

Goods billed by quantity (Qty * Unit Price)

Goods or services build by amount (Amount * 1)

Services billed by quantity (Qty * Rate Per Unit)

Examples

Windows Cleaning

Buying New Item

A non-catalogue request are created if the item cannot be ordered in the Catalogue. http://oracleapps88.blogspot.com/

Smart Forms

Smart Forms is just another term for non Catalog Requests.

Smart Form is predefined non-catalog request for a specific item,where some of

field are predefined for the users.

Requisition line amount can be calculated based on item types

Goods Billed By Quantity

Service Billed By Quantity

Goods or Services Billed by Amount

Information Template

Provide additional fields for the shoppers to complete when making an

request.

Examples: Business Cards

Name, Designation,Location ,Email etc..

Smart Form and Information Templates http://oracleapps88.blogspot.com/

New Catalog Request using Smart Form

Contract Request

A Contract request are created if organization wants to hire a third party employee.

Shopping Cart

Once the requestor select the item for purchasing(Favorites or External Catalog

or New Catalog Request), those item will move on to shopping cart.

Select items

External Marketplace or

supplier

Non-Catalog Internal catalog

My Favorites Other Favorites Shopping Lists

Search Categories

Add items to shopping cart

Checkout

Once items have been added to the cart, requesters will checkout the item to

complete the requisition process(Internal /Purchase) and send it for approval.

Accounts will be generated based upon the category and employee cost

center.

1. Requisition information

2. Select approvers

Items from shopping

Review and submit requisition for approval

Here checkout process done

Checkout Process

Enter Requested field for Requisition

Delivery and Billing Information http://oracleapps88.blogspot.com/

Workflow Approvals

Approvals can be managed based upon the employee-supervisor using HR

Setups or through AME setups

Approval Routing Process

Click on Manage Approvals for changing the approval routing process

Review and Submit for Requisition Approval

Here we can review the requisition and click on submit to complete the process.

Requisition Summary

Requisitions with their statuses is list down here.

1.All My Requisitions 2.My Group Requisitions

Cancellation of Requisition

Reason for Cancelling

It may not be no longer needed

It may be duplicate entry

Any other business reason

Cancel

Other than ‘Incomplete’ Status

Seek Buyers Approval

Canceled Status

Select Requisition to

Cancel

Cancel Requisition Line

Cancel Entire Order

Review and Submit

Cancellation Process

Requisition summary page where we cancel the requisition

Selecting Requisition line for cancel

Review and Submit Cancellation Process

Here we can review the requisition and click on submit to complete the process.

Amendments of Requisition

The ‘Withdraw’ feature allows the Requester to pull a requisition from the approval

process, make changes to the requisition and resubmit for approval.

Change

Other than Incomplete Status

Seek Buyers Approval

Amendment can be done on

Quantity

Delivery

Billing

Line information

Amendments of Requisition

Select the Requisition to apply the changes

Quantity Amendments of Requisition

Delivery and Billing Amendments of Requisition

Here we can do the required changes and click on next.

Review and Submit Amendments of Requisition

Review and submit to complete the process

Notifications

Documents(Purchase Requisition, Purchase Orders, Releases) are

submitted for approval / approved / rejected / returned status, system

generate appropriate notifications and send them to notifications window

of each user.

Types of notification user can view

Open Notifications (default)

FYI Notifications

All Notifications

Vacation Rules

iProcurement provides a feature to set the vacation rules to delegate the

notifications while out of office due to some reason.

Reassign

To Delegate your response to assistant

Transfer notification ownership to another manager

Receiving

Allow users to record receipt of goods and services they received

Receiving Process can be done in two ways

Basic Receiving

Express Receiving

Select Item to received

Receiving Info Review and

Submit

Select Item to received and

Click on Express Button

Review and Submit POR: Support Review for

Express Receive

Receiving Home page

Item Selecting for Basic Receiving Process

Query the Item to receive by using Requisition # or Supplier Name etc..

Receipt Information

Enter the required information and click on next

Review and Submit Basic Receiving Process

Complete the receiving process by clicking on submit button.

Receipt Correction

Did you record the wrong receipt quantity?

Adjust the quantity that you received.

Item Costs Quantity on Hand

Return

Returning the damage item that was purchased back to supplier.

Find Receipts Return

Info(Return Reason)

Review and Submit

Finding Receipt to Return

Enter receipt number to find the item for returning to supplier

Return information

Enter reason for returning item to supplier

Review and Submit the Return Process

Review and submit to complete the return process

Creating Debit Memo For Returns

Return to supplier will indicates accounting that a credit should be expected for

these items.

Debit Memo automatically created

Profile Option : POR: Enable Automatic Debit Memo Creation for Returns is

set to yes

Create Debit Memo from RTS Transaction is selected in Payables

Purchasing Setup

Setting Up Jobs

Setting Up Positions

Creating Position Hierarchy

Setting Up Employees

Assign Job and Position to Employee

Create Approval Group

Create Approval Assignment

Master Item Creation

Setting up Purchasing Item Categories

iProcurement Setup

Setting Up shopping Categories

Setting Category Hierarchy

Setting Smart Forms

Setting Up Content Zones

Setting Up Stores

• iProcurement Implementation Guide

• www.Oracleug.com

Reference

Oracle IProcurement

Documents

Transcript of Oracle IProcurement

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