Release 12 Procurement Part I The Professional Buyers Work Center

Paul Cyphers pcyphers@solutionbeacon.com

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Questions? If you have questions or feedback, please contact us at:

Release 12 Team Release12Team@solutionbeacon.com www.solutionbeacon.com
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Real Solutions for the Real World.

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Agenda Global Business Release Procurement Overview Professional Buyers Work Center Highlights by Module More Information

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AJJ1

Global Business Release

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Slide 4 AJJ1 divider slide master instead of detail master

Alyssa, 6/26/2007

Release 12 The Global Business Release

Think Globally
Central Repositories and Data Hubs Reporting and Analysis

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Release 12 The Global Business Release Think Globally

Central Repositories and Data Hubs Reporting and Analysis User Experience Shared Services

Work Globally

Manage Globally
Security Configurations Integration Repository (iRep)

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Release 12 Objectives
Subledger Accounting is meant to streamline transaction processing and promote information reliability, consistency, transparency, and auditability Simplified process of complying with diverse external reporting requirements Uses a Shared Services Model to gain productivity savings, capture economies of scale, and dedicate resources to strategic support supports global purchasing Delivers enhanced support for shared services, streamlined reconciliation and close for purchasing and accounts payable Shared services staff process transactions and run reports without worrying about organizational boundaries

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Multi-Org Access Control (MOAC) Multi-Org Access Control

Eliminates need to switch application responsibilities Enables shared services while maintaining operating unit security

Multi-Org Security Profile Preferences Enhanced Multi-Org Reporting Multi-Org Integration with Accounting Setup Manager

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Business Drivers
Implement New Processes
Outsourcing Compliance

Align Business Practices

Control and influence Non-compliance

Center Led Procurement

Strategic Objectives
New product introduction Growth Mergers and acquisitions

Meet Performance Goals

Cost Savings Reduce cost of procurement Cost avoidance

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Center Led Procurement

Oracle Purchasing provides features to enable consolidation of similar functions across all of your global business units as centralized procurement or sourcing service centers and create autonomous procurement business units within the enterprise. Global Agreements - (blanket purchase agreements or contract purchase agreements) with a supplier that can be shared between business units. Center-Led Procurement Automatic Sourcing - Sourcing rules, sourcing rule assignments and approved supplier lists (ASL) are created in the owning business unit. Center-Led Procurement Accounting - Accounts are provided to ensure proper financial reconciliation between the procuring business unit and the receiving business unit using inter-company invoicing.

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Procurement Priorities
Strategic lever for bottom line improvement Assess for insight and opportunities Source for cost savings Enable buyers and suppliers to turn contracts into commerce Transact though management tools in order to capture savings, compliance and efficiency Manage continuous improvement in order to maximize procurement performance
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Procurement Overview

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Oracle Modules (Advanced Procurement) Sourcing improves strategic sourcing iSupplier Portal secure portal with supplier Supplier Network electronic transaction service iProcurement seamless ordering with web interface Purchasing streamline processing along with compliance Approval Manager enhanced approval process Procurement Contracts creates and enforces contracts Service Procurement control and oversight of services eCommerce Gateway allows for electronic transfer Purchasing Intelligence provides reports for compliance
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Slide 13 drg3 deserves a graphic

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Purchasing New Features

New User Interface for Oracle Purchasing Setups Professional Buyers Work Center E-Business Tax Model Complex Pricing for Blanket Line Items Subledger Accounting for Budgetary Control Actions Multi-Org Access Control (MOAC) Document Publishing Enhancements Maintain Sourcing Rules/ASLs for Agreement Items Support for Unified Process Manufacturing/Discrete Inventory Dual Unit of Measure Control Material Status Control
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drg4 AJJ2

Advanced Procurement
Introduced in Release 11i, completed in Release 12: Support for Complex Good and Services Procurement for Complex Services Advanced Approval Support for Requisitions Support for Contractor Purchasing Users Chargeable Subcontracting eAM Support for Services Procurement Enhanced Multi-organization Tax Capability

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Slide 15 drg4 AJJ2 no mention of new supplier entry?

dgeryol, 6/26/2007 Alyssa, 6/26/2007

I would split Enhanced Mult-Organization and Tax Capability into two points. Both are big enhancements

Professional Buyers Work Center

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Buyer Workbench

Requisitions Orders Purchase Order and Releases Agreements Blankets and Contracts Deliverables Manage Contracts Negotiations Access Sourcing Suppliers Manage Supply Base

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Professional Buyers Work Center

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Purchase Orders
The Buyer's Work Center Orders user interface optimizes the standard purchase order creation and management processes. Buyers can edit and view delivery schedules and account distributions across all order lines, thus eliminating the need to drilldown on individual lines. For simple purchase orders that do not require staged delivery schedules or multiple account distributions, buyers can quickly enter all necessary information for the order in the header and line sections, without having to navigate to the schedules and distributions sections.
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Buyer's Work Center Overview

Based on a web-based user interface, the Buyer's Work Center is a central desktop from which buyers can efficiently perform their daily tasks. You can: Access requisition demand in the Demand Workbench Create a new standard purchase order, blanket purchase agreement, or contract purchase agreement Create and maintain supplier information If Oracle Sourcing is licensed and implemented, create buyer's auctions or sourcing RFQs If Oracle Services Procurement is licensed and implemented, create and maintain purchase orders for complex work payments If Oracle Procurement Contracts is licensed and implemented, author contract terms and manage deliverables Create and personalize your own document views including list of columns, where conditions, and sort sequences Use predefined document views
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Requisitions Demand Workbench

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Standard Purchase Orders

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Purchase Order Management

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Purchase Order Lines

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Blanket Purchase Agreements

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Purchase Agreement Formats

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Buyers Work Center Modules

Sourcing create and manage negotiations Contracts author clauses and manage deliverables Services procurement of complex services iProcurement execution of procurement processes based on above modules

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AJJ3

Complex Work Purchase Order

Complex work procurement always creates a default pay item for the purchase order line. The type of Pay Item depends on the Pay Item types enabled on the document style and also the purchase order line type.
For Lines with a value basis of Quantity, only Milestone Pay Items are possible, For Fixed Price Services and Fixed Price Temp Labor Lines, you can create all three types of Pay Items

Complex work procurement requires an integration between several Oracle Applications modules. The role that Oracle Purchasing plays is primarily in the authoring and monitoring portion of the Complex Work flow.
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Slide 28 AJJ3 Formatting - double bullets

Alyssa, 6/26/2007

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Advanced Approval Management Support

Release 12 of Oracle iProcurement further expands and enhances integration with the Oracle Approvals Management product. This integration gives enterprises even more flexibility to configure their business approval processes. Key enhancements include:
Position Hierarchy based Approvals Parallel Approvals Support for FYI Notifications Graphical Display of Approval Chain

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Slide 29 AJJ4 iProcurement the i should be italicized Don't italicize points

Alyssa, 6/26/2007

Module Setups
With Release 12.0, more user-friendly and intuitive webbased user interfaces will replace the following existing Oracle Purchasing setup forms.
Define Buyers Define Approval Groups Assign Approval Groups Define Purchasing Options Define Receiving Options Define Line Types Define Document Types Control Purchasing Periods Setup Expense Account Rules Define Hazard Classes Define UN Numbers Define Quality Inspection Codes Define Job and Category Association

The new UIs will also leverage MOAC, making it easier for system administrators to perform setups in multiple operating units in the context of a single application responsibility
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drg5

Modify Document Styles Allows buying organization to control the look and feel of the application to match the needs of the purchasing documents:
Apply Display Names to Document Types Create Styles for Complex documents Displays Name from Style Definition Limits Line Types by Document Style Displays corresponding attributes Display type in printed documents

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Slide 31 drg5 need to give more information on how this is accomplished. May warrant a couple slide demonstrating.
dgeryol, 6/26/2007

Printed Style Purchasing Document

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drg6

Oracle E-Business Tax New Product

Configuration Options and Provider Service Subscriptions Events and Configuration Owner Options Tax Configuration Manager Tax Determination Services Centralized Tax Record Repository for Audit and Reporting Tax Reporting Tax Simulator Guided Configuration

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Slide 33 drg6 pull slide from alfredo's presentation

dgeryol, 6/26/2007

E-Business Tax Integration

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E-Business Tax Detail

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Integration with Procurement Modules

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Release 12 iProcurement Themes

iProcurement is focused on three key themes:

Improved Content Management Advancements in Requester Driven Procurement User Interface Upgrades

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iProcurement New Features

Enhanced Catalog Authoring Difference Summary for Catalog Changes Unified Catalog between iProcurement and Purchasing Advanced Approval Support Enhanced Requester Driven Change Order Management Requester Directed Sourcing Confirm Receipt Enhancements Contractor Support in iProcurement Work Confirmation Support
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iProcurement Screens

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iSupplier Portal
Complex Contract Payments Supplier Change Order Supplier Managed User Maintenance Supplier Contact Management Representation of Suppliers in the Trading Community Architecture (TCA) New Supplier Setup User Interface PO Status Tracking Receipt Inquiry Invoice Requests and Online Collaboration Invoice & Payment Inquiry Supplier Scorecard Supplier Self-Service Catalog Authoring Multi-Org Access Controls
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Complex Work in the Procurement Suite Complex services, such as outsourced high-value projects that require extensive collaboration between the buying and supplying organizations. Oracle's Complex Work feature streamlines all aspects of the acquisition process for complex services including:

Organizations can improve the acquisition process of this spend category Fixed price contracts with interim progress payments based on cost or milestones.
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Negotiation of service contracts, financing and progress payment arrangements Tracking of work progress against an agreed schedule in the contract Processing of payment requests

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Procurement Contracts
Rules based Clause Selection Microsoft Word Synchronization Contract Policy Standards and Deviations Clause Usage Analysis Professional Buyers Work Center Contract Workbench Automatic Application of Contract Template Complex Contract Payments Enhanced Electronic Signature Support
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Services Procurement
Complex Contract Payments Advances and Recoupment of Advances Progress Payments milestone based Retainage and Retainage Release Negotiate Contracts for Complex Services Work Confirmation Supplier Collaboration eAM Support for Fixed Price Services
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Retainage with Contracts

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Oracle Sourcing
Negotiation Styles Complex Contract Payments Negotiation Negotiation Requirements Enhanced Catalog Management Support for Contractors Prospective and New Supplier Invitation Control Supplier Participation Home Page Enhancements Negotiate Contract Purchase Agreements Support for Very Large Number of Line Items on a Negotiation Daily Business Intelligence for Procurement: Sourcing Dashboard Daily Business Intelligence for Procurement: Supplier Scorecard Representation of Suppliers in the Trading Community Architecture (TCA)
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Asset Management
Enterprise Asset Management
Asset Operational Status Tracking Consolidated Asset Repository Work Order and Employee Scheduling Enhancements iSupplier Portal Enhancements Maintenance Budgeting and Forecasting Multiple Activity Preventive Maintenance (PM) Scheduling Wireless Maintenance User Workbench Minimum Equipment List (MEL) and Configuration Deviation List (CDL) Maintenance Technician User Interfaces Reliability Framework Serial Number Reservation Configuration Access Control
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Complex MRO

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EAM Integration

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More Information

More Information www.oracle.com

Sign up for an Oracle account Downloads Training Events and News Newsroom Podcasts RSS Feeds Blogs ..more

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More Information - metalink.oracle.com

E-Business Suite Release 12 Information Center Diagnostic Tools Diagnostic Catalog for Release 12 Training (Web Seminars) Advisor Webcasts Applications On-line Documentation Oracle Electronic Technical Reference Manuals (eTRM) 12.0 Oracle Integration Repository

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More Information - metalink.oracle.com

Documentation MetaLink Doc. ID: 394692.1 Maintenance Updates (RUPs) RUP1, RUP2 On-Line Training Transfer of Information (TOI) Over 400 courses for Release 12 Registration on Oracle.com required Release Content Documents (RCDs)
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Solution Beacon Toolkit

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Checklists Pocket Guides Newsletters Vision Instance

Java Installed Disable pop-up blocking Valid Oracle Customer Support Identifier (CSI)

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Solution Beacon Release 12 Webinars

www.solutionbeacon.com Webinar registration Upcoming webinar and workshop schedule Access webinar replays

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Installing, Upgrading and Maintaining Oracle EBusiness Suite Applications 11.5.10.2+

Got Oracle? Get the Books!

Need more info? Visit our website www.solutionbeacon.com The Release 12 Primer Shining a Light on the Release 12 World Available October 2007

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Questions and Answers Thank you!

Release 12 Team Release12Team@solutionbeacon.com www.solutionbeacon.com
A consolidated list of the questions and answers will be posted to the Solution Beacon blog http://solutionbeacon.blogspot.com/

Real Solutions for the Real World.

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