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Logging in to Oracle Click on the link provided to Oracle applications. The Oracle E-Business Suite Log In window will display.
Enter your Username (may be case sensitive) and password (always case sensitive). Click (B) Log In. Note: The first time you log into the Oracle E-Business Suite, you will be required to change your password before the Log In process is completed. The E-Business Suite Home Page will appear after log in, displaying all your available responsibilities. Under Navigator, click Internet Procurement.
The Oracle iProcurement Home Page will open in the Shop tabbed region.
iProcurement Home Page
My Favorite Store – a store is a collection of catalogs. It may be one or more catalogs or may be a link to a website for one or more vendors but allows searching and/or shopping through one link. My Favorite Store is the default store for searching when the iProcurement page opens. Search – allows you to search the contents of a store or the Internal Catalog through key words. Other Stores – Stores other than the default Store. You must click on the name of one of the Other Stores to make it the active store. Once one of the Other Stores is the active store, you may search the contents using Search function. Note: at this time there will be no Other Stores, only FNLC Store. Browse Categories – shows you items associated with a selected Category. You may add items from here to your Shopping Cart or to your My Favorites list. Browse My Favorites Lists and Other Shopping Lists – allows you to see items you have saved on your favorites list and also any public lists. Create a Non-Catalog Request –allows you to create a requisition where the item is not related to any category or the internal catalog.
. or Returned. Shopping Cart Number of Lines – tells you how many items you have selected or created while shopping. Approved. Pre-Approved. To-Do List – shows all your notifications which include “To Do” notifications and “FYI” notifications.Manage Requisitions Requisitions at a Glance – shows you all of your open requisitions which include requsitions that are In Process. and any special news such as tips and tricks for using the tools available within Oracle. purchasing policies. Rejected. You may also reassign your notifications for a period of time here. You may select to checkout by clicking (B) Proceed to Checkout Purchasing News This section is used by the Purchasing Department to make employees aware of common purchasing issues.
My Profile tabbed region will open. click (T) My Profile.You can create a default lead time for your orders Requester Name – If you purchase for someone else constantly. Need-By Date .This allows you to enter other accounting information that you might use (multi-department projects. requiring you to change the name only when different. you select their name here and it will be the default Requester on all your requisitions. multiple cost allocation. Ignore Billing Defaults as First NLC does not use Project Accounting at this time. To do so. If you have more than three (3) favorites. you may add another line by clicking (B) Add Another Row. etc) and save the accounting with a nickname. Enter Delivery Defaults. . you can default that location as the Deliver-To Location on all your requisitions.My Profile You may set your default preferences that will be automatically inserted into your documents. You may add and delete these favorites as needed. Enter Favorite Charge Accounts . Deliver-To Location – If you purchase items to be delivered to another location constantly.
reason codes. categories. employees. My Favorite Store – allows you to select which catalog store is the default store for searching items.Enter Preferences – Date Format – allows you to determine how you enter and see the date format in Oracle iProcurement. Show/Hide Images – if thumbnail pictures are loaded in catalogs. Catalog Search Result Set Size – allows you to set how many items are returned per page when searching catalogs. Other Result Set Size – allows you to set how many records are returned per page for all other search functions.. this allows to turn the feature on and off. i. . units of measure.e. The range is 1-25.
Reset Password – allows you to reset your password whenever you want to. click (B) Apply Changes. a confirmation will appear that your profile information has been updated. When finished with all changes. At the top of the page. .
a word that is in the description. .Adding Items to Favorites List You may search for items to add to your Favorites List by entering in the Search FNLC Store field. Click (B) Add to Favorites to add the Item to your Favorites List. Click (B) Go All items matching the search criteria will be displayed on the Search Results page. A confirmation will appear at the top of the Search Results page.
select Browse My Favorites List and Other Shopping Lists link. All items in your Favorites List will be displayed. The item previously selected is now in your Favorites List.Your Favorites List will be updated with the new Item added. Note: you must repeat this process for each item to be added. You may not select multiple items to be added to your Shopping Cart. select Browse My Favorites List and Other Shopping Lists link. . To View Your Favorites List Below Stores. Adding Items to your Shopping Cart – Favorites Below Stores.
Click (B) Add to Cart Shopping Cart contents are updated and show your items as Recently Added. When you are finished selecting items. The Shopping Cart Contents page will be displayed. click (B) Proceed to Checkout. Note: You will need to update your quantity for items selected from My Favorites List when you Proceed to Checkout or after adding an item to your Shopping Cart by a non-catalog request. .Select the item(s) to be added to your Shopping Cart by clicking in the checkbox next to the item. in the Shopping Cart section. You may also select all items by clicking Select All link.
Click (B) Go All items matching the search criteria will be displayed on the Search Results page.Adding Items to Shopping Cart – Search You may search for items to add to your Shopping Cart by entering the Item Number or a word that is in the description. . Click (B) Add to Cart to add the Item to your Shopping Cart. Change the quantity to meet your requirements. A confirmation will appear at the top of the Search Results page.
Your Shopping Cart will be updated with the new Item added. You may not select multiple items to be added to your Shopping Cart. . Note: you must repeat this process for each item to be added. When you are finished selecting items. in the Shopping Cart section. click (B) Proceed to Checkout The Shopping Cart Contents page will be displayed.
Unit of Measure = USD) • Goods or services billed as an amount (X quantity time $1. Enter your requisition data.00 price.Adding an Item to Your Shopping Cart – Non-Catalog Requests Below Browse Categories link. Non-Catalog Request window will open. select Create a NonCatalog Request link. Item Type – default value is “Goods billed by quantity” ( X quantity times price of individiual unit of measure) • Service billed quantity (X quantity times price. Unit of Measure = USD) .
Category –Enter the first few letters of the category name. Search results will be displayed for all categories matching the search criteria. Click (I) Flashlight. Category field is populated with selected category. . Click Down Arrow to right of Search By field. Click (B) Select by the desired category. Item Description – Describe the item you are purchasing. then click (B) Go. Select Category Description. The Search and Select: Category page will open.
UOM name entered on previous page is defaulted in Unit of Measure field. Enter the first few letters of the UOM name. The Search and Select: Unit of Measure page will open. Click (B) Go.Unit of Measure (UOM) – how the item is counted. Click (I) Flashlight. Quantity – how many you are buying based on the Unit of Measure Currency – always USD Unit Price – how much the item costs per Unit of Measure Exchange Rate Type & Date – not used because all transactions are in USD . Search results will be displayed for all categories matching the search criteria. Unit of Measure field is populated with selected UOM. Click (B) Select by the desired category.
Describe the Supplier (If you know who it is) (optional) Check if New Supplier not in Oracle Enter Name of Supplier Enter Site Name for Supplier Enter Supplier Contact Name Enter Supplier Contact Phone Number Enter Supplier Item Number reference Click (B) Add to Cart to add this item to your requisition Oracle iProcurement Shopping Cart Contents page will open. .
A requisition number is assigned to the Shopping Cart when you save it. If you select this option you must enter a description for your saved cart. If you wish to delete an item. click link Return to Shopping. If you need to add another Item. After editing click Update link. otherwise. click (B) Proceed to Checkout Note: You may also click (B) Save Cart to complete this requisition later. . You may edit the quantity (all items) and price (non-catalog items only).Shopping Cart Contents Page All lines of your requisition will appear here. click (I) Trash Can at end of item line.
The Enter Billing Information page will display. Otherwise. click circle for No. All fields are populated by the default values you provide in My Profile tab Edit the following per your requirements: • Need-By Date • Requester • Deliver-To Location Need By Date (must be in format shown under field Requester (person who asked that item be bought) Deliver To Location (where item is to be delivered) If requisition lines are to be delivered to more than one place. delivery information differs by item You will be able to select delivery information by line. click (B) Continue. .Checkout – Delivery Information Oracle iProcurement Checkout window will display.
Checkout – Billing Information In Taxable field. Note: Project Information is not used. Note: All items are associated with a charge account through a category. If any of the charge accounts are incorrect. select the proper Tax Code. you may correct them by clicking on the Charge Account Number link for that line. If Yes is selected. . Click (B) Continue Checkout – Review Charge Accounts Review Charge Accounts window will display. Noncatalog items requested depend on the user selecting the proper category to ensure proper charge accounts. Skip this section and do not any entry here. Items selected from the catalog automatically have the proper category associated with them. select Yes if purchase is taxable.
If you need to enter multiple Charge Accounts for a requisition line. Note: You may allocate by Quantity or Percentage. Note: if this Charge Account can be applied to all lines of the requisition check the box Apply this account to all requisition lines. . Enter the proper Charge Account combinations.Edit Charge Account window will display. You will not be allowed to proceed to the next step until this requirement is met. The total of all lines must equal 100% of Percentage and Quantity. Enter additional lines Charge Account and Percentage or Quantity. Enter modified Percentage or Quantity for 1st line. click the link select multiple charge accounts.
Note: All lines must have valid Charge Accounts entered before clicking (B) Continue. click (B) OK Review Charge Accounts window will display with Accounts information. When finished. click (B) Continue.When complete. .
URL – enter a URL to be viewed Text – allows entry of up to 2000 characters (will print on PO if To Supplier) . Note to Approver – this note will appear in the notification to the Approver. To Receiver – can be viewed by Preparer. Buyer. You may create attachments to the requisition and/or enter notes to the Approver. Approver.Checkout – Enter Notes & Attachments Enter Notes & Attachments window will display. Approver. Requisition Description – name your requisition (required). and Receiver To Supplier – prints on Purchase Order Description – subject of attachment (required) Attachment Type – File – allows attachment of any file to requisition. and Buyer. Attention Internal to Requisition – can only be viewed by Preparer Miscellaneous – can only be viewed from within requisition To Approver – can be viewed by Preparer and Approver To Buyer – can be viewed by the Preparer. Attachments window will display. Add Attachments – click on this link to create an attachment to the requisition.
When finished. click (B) OK. Attachment information is displayed. Click (B) Continue . Enter Notes & Attachments window will display.
Search and Select window will display.Approvers List Review Approvers List & Enter Justifications window will display. . Enter the first few letters of the Approver’s last name + the percentage sign (%). Click on (I) Flashlight to select an approver. There will be information here to tell you if you have authority to approve requisition or if your request will be submitted to someone else for approval. To add an approver. You may also select additional approvers if you wish. click link add approvers. Window expands for entry of additional approvers and justifications. Click (B) Go to find Approver Names.
When finished. Click (B) Select by the appropriate name Review Approvers List & Enter Justifications window will display. To add another approver. click (B) Continue. To enter a Justification repeat steps for Enter Notes and Attachments. Selected Approver name will appear in Approver Name field. .Search Results page will appear with all names matching search criteria. click (B) Add Another Approver and repeat the above steps for adding an approver.
.Review and Submit window will display.
Checkout – Review and Submit Requisition Review requisition. Submit Confirmation window will display. you may click on the Requisition Status tab at the top of the page or click on the Shop tab and view Requisitions at a Glance at the bottom left of the page. If you wish to begin a new Shopping Cart. To check the status of the requisition. click (B) Submit. . When finished. Your requisition is completed and is in the Approval process. click link Continue Shopping.
Withdrawing a Requisition Note: You may only withdraw or cancel a requisition if no requisition line has been associated with a Purchase Order line. Click (B) Change . You may always withdraw a requisition in the status of In Process or Pre-Approved. the buyer must first cancel the Purchase Order line (or optionally cancel both the Purchase Order line and the requisition line). If a requisition is approved and associated with a Purchase Order line. From Requisitions at a Glance select the requisition number you wish to change by clicking on the Requisition number link. View Requisitions Details window will open.
Shopping Cart Contents window will open. click link update to show your changes and their effects on the line. You may optionally delete a line or change the line quantity (any item) or item price (non-catalog items only). select Change and Resubmit Requisition. The changed requisition data will be displayed. When you are finished with the changes. .Change Requisition window will open To withdraw the requisition. Click (B) Proceed to Checkout. Click (B) Continue.
Optionally change this information by clicking on the Charge Account link. When finished. Optionally change this information. . When finished. click (B) Continue. click (B) Continue. Enter Billing Information window will open.Enter Delivery Information will open with the original requisition data displayed. Review Charge Accounts window will open. Click (B) Continue.
click (B) Continue.Enter Notes and Attachments window will open. has an entry. click (B) Submit. When finished reviewing changes. Review Approver List & Enter Justifications window will open. When finished. Optionally enter or change this information. click (B) Continue. a required field. Review and Submit Requisition window will open. Optionally change the original data entered. When finished. . Make sure that Requisition Description.
Requisition Status page will open in Last 10 Requisitions view.Submit Confirmation window will display. View Requisition Details window will open. Click link View Approval History. Click (T) Requisition Status. Click on requisition number just submitted for approval. .
.Approval History window will open. Withdrawn will be one of the actions taken on this requisition after the first approval.
View Requisitions Details window will open. click (B) Continue. When finished selecting lines to cancel.-“. .Canceling a Requisition Line From Requisitions at a Glance select the requisition number you wish to cancel by clicking on the Requisition number. To cancel selected lines – click on checkbox for line to be canceled. Click (B) Cancel Cancel Requisition: Select Lines window will open. Note: Previously canceled lines are marked next to the Line Number with “.
When finished reviewing. Review the line(s) to be canceled. click link Return to Requisition Details. When ready. This details the old and new values after cancellation. Canceled line total amount will be $0. . Line to be canceled will have “Yes” in Cancel Line field.Cancel Requisition: Review and Submit window will open. click (B) Submit. This is your only indication that the line is canceled.00. Cancel Requisition: Confirmation Details window will open. View Requisition Details window will open.
.Click on (T) Shop at top of page to return to iProcurement Home Page.
.-“. To cancel requisition –click (B) Cancel Entire Requisition. View Requisitions Details window will open. Click (B) Cancel Cancel Requisition: Select Lines window will open. Note: Previously canceled lines are marked next to the Line Number with “.Cancel an Entire Requisition From Requisitions at a Glance select the requisition number you wish to cancel by clicking on the Requisition number.
Cancel Requisition: Confirmation Details window will open. click (T) Shop iProcurement Home Page will open. To view the new status of the requisition. When review is complete. click (B) Submit. Find your requisition in Requsitions at a Glance. . All lines not previously canceled will be marked for cancellation. New requisition status will be “Cancelled”. detailing the lines canceled.Cancel Requisition: Review and Submit window will open.
Copying a Requisition From Requisitions at a Glance select the requisition number you wish to copy by clicking on the Requisition number. filled with the requisition lines of the copied requisition. Complete your transaction by adding additional items or. View Requisitions Details window will open. . when finished editing or shopping. by clicking (B) Proceed to Checkout. Here you may edit Quantity or delete a line. Click (B) Copy to Cart Shopping Cart Contents window will open.
Full List shows all Receipts that you have created. • Receipt at a Glance – List of most recent receipts that you have created. click link Receive Items. and View Receipts • Requisitions to Receive – Short list of Requisitions that are on Purchase Orders and have items that can be received.Receiving To receive an item. Correct Receipts. • Receiving Process – has same functionality as Receiving section. . but has an explanation for each function above the links. click (T) Receiving. The Receiving tabbed region will display. There are four sections to the Receiving tabbed region – • Receiving – with links to Receive Items. Full List shows all Requisitions to Receive based on default criteria. Receive Items: Select Items to Receive page will display. All requisition lines meeting this criteria will be displayed in Results section. In Receiving section. Note: The default for the Search criteria is any expected receipts for requisitions created by you during the current week. Return Items.
if you have it. Also enter Comments if there was anything unusual about the package or delivery. the remaining quantity to be received will appear in Receipt Quantity filed. Enter the Waybill (bill of lading) and Packing Slip info. click (B) Next.Select the requisition line to receive by clicking in the checkbox in the Select column. Receive Items: Enter Receipt Information page will display. By default. . Change this number if you received less than this number. After entering the Receipt Quantity (or accepting the default).
A Receipt Number is assigned to your transaction and the information you entered is displayed for you. click (B) Next. when ready.When finished. Receive Items: Review and Submit page will appear. . click (B) Submit Receive Items: Confirmation Information page will appear. All information that you have entered will appear here. Review for accuracy and.
Correct Receipts: Review and Submit page will appear. In the Correct Quantity field for the Receipt to corrected enter the actual number received (0 is a valid number for this field). click the Correct Receipts link.Correcting a Receipt In the Receiving section. All receipt lines meeting this criteria will be displayed in Results section. Note: The default for the Search criteria is any receipt created by you during the current week. If you need to edit your correction. The Correct Items: Select Items page will appear. click (B) Submit. click (B) Back. . Click (B) Continue. and the received quantity from the original receipt. If you are ready to submit your change. This page will show the corrected quantity. the change quantity (can be a negative number).
displaying the changes made by the correction.Correct Receipts: Confirmation Details page will appear. .
Click (I) Flashlight. You are required to enter a reason code for the return. click the Return Items link. To do so. enter the number of items to return. Note: The default for the Search criteria is any receipt created by you during the current week. This number may not exceed the Quantity Received value. In the Return Quantity field. Click (B) Next. Return Items: Enter Return Information page will appear. All receipt lines meeting this criteria will be displayed in Results section. in the Receiving section. . The Return Items: Select Items to Return page will appear.Returning an Item You must document any returns to a vendor that you received in Oracle iProcurement.
A pop-up window. The circle will now have a dot inside it. Click (B) Go. Search and Select: Reason. Click (B) Next. The page will refresh with all Reason Codes. Click (B) Select The pop-up window will close. Enter a comment if needed. . Select the proper Reason Code by clicking in the circle to the left. will open. displaying the Return Items: Enter Return Information page with the Reason Code populated. Enter an RMA number if you have one from the supplier.
To submit your return. click (B) Submit. click (B) Back. showing the returns that you submitted. Verify the return data you entered. . A confirmation page will display.Return Items: Review and Submit Return(s) page will appear. To edit.