JD Edwards EnterpriseOne Requisition Self-Service
Transcript of JD Edwards EnterpriseOne Requisition Self-Service
• Requisition Self Service at a Glance
• Benefits
• Business Process
• Features
• Summary
Agenda
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Requisition Self Service: At-a-Glance
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Buyer
• Approve vendors• Define policies
Requestor
• Access preferred vendors• Compare items side-by-
side• Assign accurate price• Track approvals & orders
BudgetHolder
• Verify budget &policy compliance
• Assess available budget and expenses
Manage Compliance
Procurement and Finance
• Reconcile payments to purchases• Detect budget and policy
exceptions• Pay suppliers and track discounts
Identify and Approve Suppliers Shop and Order Approve or Change
Requisition Self Service: Benefits
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• Leverage employee self-service• Automate routine tasks• Increase order accuracy
Streamlines Employee Ordering
• Reduce off-contract purchasing• Leverage operational spending• Increase visibility of expenditures against budget
Enforces Policies
• Reduce cost for every requisition• Source from preferred suppliers• Eliminate unnecessary expediting of goods and services
Reduces Procurement Costs
Requisition Self Service: Business Process Flow
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Shop forgoods & services
• Familiar web-shoppininterface
• Powerful search• Inline shopping cart• Delegate entry
• Easy web checkout• Project, work order,
reference• Supporting attachments
• Online• Email• Employee or group• Business unit• Delegate approvals
Populate requisition
Order fulfillment and execution
Commoditystructure Special request
• Self-service change management:- Withdraw, cancel
- Change price, amount, need-by-date
• PO status, shipment tracking
• Desktop receiving• Invoice and payment
status• Delegate receiving
Seek approval
Request changes
Place an order
• Intuitive web shopping interface
• Easy to learn and use which ensures rapid adoption
• Quickly search for and locate goods and services using a commodity structure which organizes
products and services in a meaningful manner
• Direct connect to supplier site for shopping
• Supports stock items, non-stock items, and services
• Filters approved choices for items and services
• Automatically place order and track status
• Send Special request to buyer
• Supports encumbrances and budget checking
Requisition Entry
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• View requisitions
• Filter by status, date, commodity, and so on.
• View approval status
• Who is on the approval list
• Status of each required approval
• Maintain requisitions
• Edit existing requisitions
• Add new requisitions
Requisition Inquiry
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• Approval routing methods
• Employee number Group, Business Unit, Commodity
• Variety of message delivery methods
• E-mail, work center etc.
• Delegations
• Workbench for approvers
• Requestor automatically alerted about exceptions (for example: Denied in approval cycle)
Requisition Approvals
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• Enables buyer to manage by exceptions
• Expedite or defer requisitions
• Change supplier and cost
• Simulate purchase order creation
• View consolidation of requisitions
• Create purchase orders
• Immediate or batch creation
Requisition Expeditor
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• Receiving methods
• Standard receipts by receiving department
• Assumed receipt of goods or services
• Desktop receiving with one click
• Record packing slip and waybill information
• Receive by requisition number
• Maintain integrity between requisition number and purchase order
• Automatically generate invoice based on receipt
• Supported actions
• Partial, full, or over receive
• Close, cancel, reverse
• Access through employee portal
Desktop Receiving
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Requisition Self Service: Summary
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• Intuitive user interface with flexible controls, direct connect option, and self-service fulfillment tracking
Streamlines Employee Ordering
• Provides the option to define commodity structure and approval workflow that support company’s spending policies
Enforces Policies
• An end-to-end automated purchasing processReduces Procurement Costs
• How much do you spend on indirect goods each year?
• What are your top 10 categories of indirect goods?
• How much do you spend on these categories?
• How much of your spend is maverick or unauthorized spend?
• How many requisitions are issued each year?
• Is your procurement centralized or decentralized?
• What is the length of your requisition cycle?
• How much does it cost your organization to process apurchase order?
• How is supplier performance data collected and managed?
• How do your buyers spend the majority of their time?
Figure Out Your Challenges
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