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