Oracle IProcurement
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Transcript of Oracle IProcurement
Oracle iProcurement
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Agenda
Oracle iProcurement
Benefits
Integration with other Oracle EBS modules\
Oracle iProcurement Flow
Setup
Demo
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Oracle iProcurement
Oracle iProcurement is a web based application
Approvals management using workflow/AME
Automates document creation process for Catalog requisitions
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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
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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
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Oracle iProcurement Flow http://oracleapps88.blogspot.com/
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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
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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
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User Market Place
Supplier Webstore
User Supplier
Site
Two ways we can access the supplier catalog
Exchange (B2B Webservice)
Supplier
Sources for Accessing Supplier Catalog
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Stores
– Stores are simply a way to organize catalogs.
– Stores will maintain content zones
– Stores guide requesters to relevant contents.
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Adding content zone to store to intuitive shopping mall experience
Creating Store and adding Content Zones http://oracleapps88.blogspot.com/
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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
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Search Category
Search Option
Drill Down
Options
Main Store
->Pens and Pencils
->Pencils
->Apsara
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Shopping List
Shopping lists contain items that are requestor frequently order
There are two different kinds of shopping lists:
Personal – My Favorites
Corporate – Public
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Personal – My Favorites
Shopping list for Personal Favorites
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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
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A non-catalogue request are created if the item cannot be ordered in the Catalogue. http://oracleapps88.blogspot.com/
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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..
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Smart Form and Information Templates http://oracleapps88.blogspot.com/
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New Catalog Request using Smart Form
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Contract Request
A Contract request are created if organization wants to hire a third party employee.
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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
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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
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Here checkout process done
Checkout Process
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Enter Requested field for Requisition
Delivery and Billing Information http://oracleapps88.blogspot.com/
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Workflow Approvals
Approvals can be managed based upon the employee-supervisor using HR
Setups or through AME setups
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Approval Routing Process
Click on Manage Approvals for changing the approval routing process
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Review and Submit for Requisition Approval
Here we can review the requisition and click on submit to complete the process.
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Requisition Summary
Requisitions with their statuses is list down here.
1.All My Requisitions 2.My Group Requisitions
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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
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Cancellation Process
Requisition summary page where we cancel the requisition
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Selecting Requisition line for cancel
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Review and Submit Cancellation Process
Here we can review the requisition and click on submit to complete the process.
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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
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Amendments of Requisition
Select the Requisition to apply the changes
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Quantity Amendments of Requisition
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Delivery and Billing Amendments of Requisition
Here we can do the required changes and click on next.
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Review and Submit Amendments of Requisition
Review and submit to complete the process
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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
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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
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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
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Receiving Home page
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Item Selecting for Basic Receiving Process
Query the Item to receive by using Requisition # or Supplier Name etc..
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Receipt Information
Enter the required information and click on next
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Review and Submit Basic Receiving Process
Complete the receiving process by clicking on submit button.
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Receipt Correction
Did you record the wrong receipt quantity?
Adjust the quantity that you received.
Item Costs Quantity on Hand
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Return
Returning the damage item that was purchased back to supplier.
Find Receipts Return
Info(Return Reason)
Review and Submit
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Finding Receipt to Return
Enter receipt number to find the item for returning to supplier
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Return information
Enter reason for returning item to supplier
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Review and Submit the Return Process
Review and submit to complete the return process
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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
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Setup
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
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iProcurement Setup
Setting Up shopping Categories
Setting Category Hierarchy
Setting Smart Forms
Setting Up Content Zones
Setting Up Stores
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• iProcurement Implementation Guide
• www.Oracleug.com
Reference
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