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Oracle iProcurement
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Agenda

Oracle iProcurement

Benefits

Integration with other Oracle EBS modules\ G

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Setup
Demo

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Oracle iProcurement Flow

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Oracle iProcurement

Oracle iProcurement is a web based application

Approvals management using workflow/AME

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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


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Search product internally orSfrom external sources

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Personalize according
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Automatic
A PO Creation
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Integration with Other Oracle Applications

Oracle HRMS

Job, Position,
Approval Hierarchy
Information

Oracle
Purchasing

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Required to Complete
base purchasing
functionality

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Oracle
Payables
Procurement Card
(P-Card Transactions)

Oracle Inventory

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Item Information

iProcurement

Oracle Projects

Project/Task
information

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Oracle iProcurement Flow

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Catalog Management

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


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

Oracle iProcurement supports the following types of catalogs:


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Local catalog

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Extracted From Purchasing

Uploading Catalog Schema(XML,cXML)


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Punchout catalog hosted
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Transparent catalog
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C catalog
Informational
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Item, Price,
Categories, BPA,
,Quotation

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Content Zones

Grant access to user for accessing the catalog

Content Zones Types

Punchout Content Zone


Transparent Content ZoneS

Informational Content
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Local Content Zone

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Content zones are containers for your catalog items and services.

Grants Access
Accessible to all Users
Secure by Operating Units
Secure by responsibility

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Sources for Accessing Supplier Catalog

Two ways we can access the supplier catalog


Exchange (B2B Webservice)
User

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User

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Supplier

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Supplier
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Webstore
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Market
Place

Supplier
Site

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Stores

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Stores are simply a way to organize
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catalogs.
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Stores will maintain
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Stores guide
requesters
to relevant
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contents.
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Creating Store and adding Content Zones

Adding content zone to store to intuitive shopping mall experience

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Catalog Request

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Search for both goods and services in a single unified catalogue
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Search the catalogue of items using the Search MainS
Store function
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Use the Advanced Search function to enter multiple
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Selecting the item from shopping list8
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Most efficient method of requisitioning within iProcurement

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Search Category

Search Option

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Drill Down
Options

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Main Store
->Pens and Pencils
->Pencils
->Apsara

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Shopping List

There are two different kinds of shopping lists:

Personal My Favorites
Corporate Public

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Shopping lists contain items that are requestor frequently order

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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 areC


not listed in
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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)
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Services billed by quantity (Qty


8 * Rate Per Unit)
Examples

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Windows Cleaning
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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.

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Smart Form is predefined non-catalog request for a specific item,where
some of
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field are predefined for the users.
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Requisition line amount can be calculated based on item
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Goods Billed By Quantity
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Service Billed By Quantity
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SAmount
Goods or Services Billed
by
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Information TemplateA
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Provide C
additional fields for the shoppers to complete when making an
request.
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Examples: Business Cards
Name, Designation,Location ,Email etc..

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Smart Form and Information Templates

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

Internal
catalog

Non-Catalog

My Favorites
Other Favorites
Shopping Lists
Search
Categories

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Select items

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External
Marketplace or
supplier

Add items to
shopping cart

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Checkout

Once items have been added to the cart, requesters will checkout theO
item to
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complete the requisition process(Internal /Purchase) and send it .
for approval.

Accounts will be generated based upon the category and


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center.

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Items from
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shopping
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1.

A Select approvers
2.

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Requisition
information
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Review and submit


requisition for approval

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Checkout Process

Here checkout process done

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Delivery and Billing Information

Enter Requested field for Requisition

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

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Any other business reason

Cancel

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Other than Incomplete Status8


Seek Buyers Approval
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Canceled Status

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Select
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Requisition
to
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Cancel
Requisition Line
Review and
Submit
Cancel Entire
Order

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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
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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) areM


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submitted for approval / approved / rejected / returned status, system
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generate appropriate notifications and send them to notifications
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of each user.
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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
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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

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Review and
Submit

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Select Item to
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received and
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Click on Express E POR: Support Review for
Button L Express Receive

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Review and
Submit

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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.

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Item Costs

Quantity on Hand

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Return

Returning the damage item that was purchased back to supplier.

Return
Info(Return
Reason)

Find Receipts

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Review and

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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

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Return to supplier will indicates accounting that a credit should be expected
these items.
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Debit Memo automatically created

Profile Option : POR: Enable Automatic DebitG


Memo Creation for Returns is
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set to yes

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Create Debit Memo from RTS Transaction
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Setup

Purchasing Setup

Setting Up Jobs

Setting Up Positions

Creating Position Hierarchy


Setting Up Employees

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Assign Job and Position to Employee
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Create Approval GroupP
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Create Approval
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Master Item
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R up Purchasing Item Categories
Setting
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iProcurement Setup
Setting Up shopping Categories

Setting Category Hierarchy


Setting Smart Forms
Setting Up Content Zones

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Setting Up Stores

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Reference

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iProcurement Implementation Guide
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www.Oracleug.com
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