Oracle IProcurement

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Oracle iProcurement
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http://oracleapps88.blogspot.com/
Agenda
Oracle iProcurement
Benefits
Integration with other Oracle EBS modules\ G
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Setup
Demo
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Oracle iProcurement Flow
.C
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Oracle iProcurement
Oracle iProcurement is a web based application
Approvals management using workflow/AME
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T
G requisitions
Automates document creation process for Catalog
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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

.B information
Search product internally orSfrom external sources
A to organization needs
Personalize according
E
C
Automatic
A PO Creation
O
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T
Integration with Other Oracle Applications
Oracle HRMS
Job, Position,
Approval Hierarchy
Information
Oracle
Purchasing
.B
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S
P
Required to Complete
base purchasing
functionality
.C
T
Oracle
Payables
Procurement Card
(P-Card Transactions)
Oracle Inventory
A
E
Item Information
iProcurement
Oracle Projects
Project/Task
information
Oracle iProcurement Flow
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P
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Catalog Management
A catalog is a cohesive source of supplier product and service information

that
C
provides a means by which the information can be found quickly by .the requestor.
Oracle iProcurement supports the following types of catalogs:

P
Local catalog
.B
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Extracted From Purchasing
Uploading Catalog Schema(XML,cXML)

8
S
Pby a supplier or marketplace
Punchout catalog hosted
P
A
E hosted by a supplier or marketplace
Transparent catalog
L
C catalog
Informational
A
R
O
Item, Price,
Categories, BPA,
,Quotation
Content Zones
Grant access to user for accessing the catalog
Content Zones Types
Punchout Content Zone

Transparent Content ZoneS
Informational Content
A Zone
.B
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Local Content Zone
.C
T
Content zones are containers for your catalog items and services.
Grants Access
Accessible to all Users
Secure by Operating Units
Secure by responsibility
Sources for Accessing Supplier Catalog
Two ways we can access the supplier catalog

Exchange (B2B Webservice)
User
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User
S
P
A
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Supplier
O
Supplier
P
Webstore
S
Market
Place
Supplier
Site
.C
T
Stores
.C
T
S
Stores are simply a way to organize
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catalogs.
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Stores will maintain
.Bcontent zones
8
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Stores guide
requesters
to relevant
S
P
contents.
P
A
E
L
C
A
Creating Store and adding Content Zones
Adding content zone to store to intuitive shopping mall experience
.B
8
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P
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Catalog Request
.C
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Search for both goods and services in a single unified catalogue
O
P
Search the catalogue of items using the Search MainS
Store function
G
O criteria
Use the Advanced Search function to enter multiple
L
B
.
Selecting the item from shopping list8
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P
P
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A
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Most efficient method of requisitioning within iProcurement
Search Category
Search Option
.C
T
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8
Drill Down
Options
A
E
S
P
Main Store
->Pens and Pencils
->Pencils
->Apsara
Shopping List
There are two different kinds of shopping lists:
Personal My Favorites
Corporate Public
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P
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E
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8
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Shopping lists contain items that are requestor frequently order
Personal My Favorites
Shopping list for Personal Favorites
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P
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Non Catalog Request
A non-catalogue request are created if the item to be purchased areC

not listed in
.
the suppliers catalog or local.
Item Types will decide how Requisition line amount will be

Pcalculated
Goods billed by quantity (Qty * Unit Price)
Goods or services build by amount (Amount

* 1)
B
.
8
Services billed by quantity (Qty

8 * Rate Per Unit)
Examples
A
E
Windows Cleaning
L
C Item
Buying
New
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A non-catalogue request are created if the item cannot be ordered in the Catalogue.
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Smart Forms
Smart Forms is just another term for non Catalog Requests.
C
.
Smart Form is predefined non-catalog request for a specific item,where
some of
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field are predefined for the users.
O
P
S types
Requisition line amount can be calculated based on item
G
O
Goods Billed By Quantity
L
B
.
Service Billed By Quantity
8
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SAmount
Goods or Services Billed
by
P
P
Information TemplateA
E
L
Provide C
additional fields for the shoppers to complete when making an
request.
A
R
O
Examples: Business Cards
Name, Designation,Location ,Email etc..
Smart Form and Information Templates
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P
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New Catalog Request using Smart Form
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P
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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
C
or New Catalog Request), those item will move on to shopping cart..
Internal
catalog
Non-Catalog
My Favorites
Other Favorites
Shopping Lists
Search
Categories
S
P
A
E
Select items
.B
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External
Marketplace or
supplier
Add items to
shopping cart
Checkout
Once items have been added to the cart, requesters will checkout theO
item to
C
complete the requisition process(Internal /Purchase) and send it .
for approval.
Accounts will be generated based upon the category and

Pemployee cost
S
center.
O
Items from
L
shopping
B
.
8
1.
A Select approvers
2.
S
P
Requisition
information
P
Review and submit

requisition for approval
Checkout Process
Here checkout process done
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P
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Delivery and Billing Information
Enter Requested field for Requisition
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P
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Workflow Approvals
Approvals can be managed based upon the employee-supervisor using HR
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O
Setups or through AME setups
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P
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Approval Routing Process

Click on Manage Approvals for changing the approval routing process
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P
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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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P
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Cancellation of Requisition
Reason for Cancelling
It may not be no longer needed
It may be duplicate entry
.C
T
Any other business reason
Cancel
.B
8
Other than Incomplete Status8

Seek Buyers Approval
S
P
Canceled Status
A
E
Select
C
A
Requisition
to
R Cancel
Cancel
Requisition Line
Review and
Submit
Cancel Entire
Order
Cancellation Process
Requisition summary page where we cancel the requisition
.B
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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
M
O
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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P
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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) areM

O
submitted for approval / approved / rejected / returned status, system
.Cwindow
generate appropriate notifications and send them to notifications
T
of each user.
O
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 M
O
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
Select Item to
received
Express Receiving
Receiving Info
.B
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Review and
Submit
S
P
Select Item to
P
received and
A
Click on Express E POR: Support Review for
Button L Express Receive
.C
T
Review and
Submit
Receiving Home page
.B
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P
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Item Selecting for Basic Receiving Process
Query the Item to receive by using Requisition # or Supplier Name etc..
.B
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P
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Receipt Information
Enter the required information and click on next
.B
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Review and Submit Basic Receiving Process
Complete the receiving process by clicking on submit button.
.B
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Receipt Correction
Did you record the wrong receipt quantity?
Adjust the quantity that you received.
.C
T
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P
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Item Costs
Quantity on Hand
.B
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P
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Return
Returning the damage item that was purchased back to supplier.
Return
Info(Return
Reason)
Find Receipts
.B
8
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P
A
E
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T
O
Review and
Submit
Finding Receipt to Return
Enter receipt number to find the item for returning to supplier
.B
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P
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Return information
Enter reason for returning item to supplier
.B
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P
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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
O for
Return to supplier will indicates accounting that a credit should be expected
these items.
.C
Debit Memo automatically created
Profile Option : POR: Enable Automatic DebitG

Memo Creation for Returns is
O
set to yes
.
Create Debit Memo from RTS Transaction
is selected in Payables
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A
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Setup
Purchasing Setup
Setting Up Jobs
Setting Up Positions
Creating Position Hierarchy

Setting Up Employees
.B
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Assign Job and Position to Employee
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Create Approval GroupP
P
A
Create Approval
EAssignment
L
C Creation
Master Item
A
R up Purchasing Item Categories
Setting
O
.C
T
iProcurement Setup
Setting Up shopping Categories
Setting Category Hierarchy

Setting Smart Forms
Setting Up Content Zones
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P
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Setting Up Stores
.C
T
Reference
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iProcurement Implementation Guide
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www.Oracleug.com
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Copyright:

Verfügbare Formate

Oracle IProcurement

Hochgeladen von

Copyright:

Verfügbare Formate

http://oracleapps88.blogspot.

Integration with other Oracle EBS modules\ G

Oracle iProcurement Flow

Oracle iProcurement is a web based application

Approvals management using workflow/AME

Streamline Employee Ordering across organization

Enforce Purchasing Policy

Reduce Procurement Cost and time

Easy to upload and view item additional

Search product internally orSfrom external sources

Integration with Other Oracle Applications

Oracle iProcurement Flow

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

Oracle iProcurement supports the following types of catalogs:

Extracted From Purchasing

Uploading Catalog Schema(XML,cXML)

Grant access to user for accessing the catalog

Content Zones Types

Punchout Content Zone

Local Content Zone

Sources for Accessing Supplier Catalog

Two ways we can access the supplier catalog

Creating Store and adding Content Zones

Adding content zone to store to intuitive shopping mall experience

There are two different kinds of shopping lists:

Shopping lists contain items that are requestor frequently order

Shopping list for Personal Favorites

Non Catalog Request

A non-catalogue request are created if the item to be purchased areC

Item Types will decide how Requisition line amount will be

Goods or services build by amount (Amount

Services billed by quantity (Qty

Smart Form and Information Templates

New Catalog Request using Smart Form

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

Accounts will be generated based upon the category and

Review and submit

Here checkout process done

Delivery and Billing Information

Enter Requested field for Requisition

Approval Routing Process

Review and Submit for Requisition Approval

Requisitions with their statuses is list down here.

Reason for Cancelling

It may not be no longer needed

It may be duplicate entry

Any other business reason

Other than Incomplete Status8

Requisition summary page where we cancel the requisition

Selecting Requisition line for cancel

Review and Submit Cancellation Process

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

Documents(Purchase Requisition, Purchase Orders, Releases) areM

Types of notification user can view

To Delegate your response to assistant

Transfer notification ownership to another manager

Receiving Home page

Item Selecting for Basic Receiving Process

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