R12.2 Oracle Isupplier Portal Fundamentals: Activity Guide D96348Gc10 Edition 1.0 - August 2016 - D97492

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D96348GC10
Activity Guide
Fundamentals
Edition 1.0 | August 2016 | D97492
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R12.2 Oracle iSupplier Portal
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Table of Contents
Practice - Review the Business Scenario 5
Overview 5
Assumptions 5
Tasks 5
Practice - Create a New Employee 6

Overview 6
Assumptions 6
Tasks 6
Practice - Create a New User (Required) 8
Overview 8
Assumptions 8
Tasks 8
Practice - Set Yourself Up As a Buyer (Required) 9
Overview 9
Assumptions 9
Tasks 9
Practice - Run the Fill Employee Hierarchy process (Demo) 10
Overview 10
Assumptions 10
Tasks 10
Practice - Define a Supplier 11
Overview 11
Assumptions 11
Tasks 11
Practice - Create an iSupplier User (alternate registration method) 14
Overview 14
Assumptions 14
Tasks 14
Practice - Add a New Supplier Site 16
Overview 16
Assumptions 16
Tasks 16
Practice - Review and Approve a New Supplier Site 17
Overview 17
Assumptions 17
Tasks 17
Practice - Create Bank Accounts 18
Overview 18
Assumptions 18
Tasks 18
Practice - Review and Approve Bank Accounts 20
Overview 20
Page 1 of 58
Assumptions 20
Tasks 20
Practice - View User Accounts 21
Overview 21
Assumptions 21
Tasks 21
Practice - Create an Expense Item 22
Overview 22
Assumptions 22

Tasks 22
Practice - Create an Inventory Item 24
Overview 24
Assumptions 24
Tasks 24
Practice - Create an Item for a Routinely Purchased Asset 26
Overview 26
Assumptions 26
Tasks 26
Practice - Create a Standard Purchase Order 28
Overview 28
Assumptions 28
Tasks 28
Practice - Review Order Functionality in iSupplier Portal 31
Overview 31
Assumptions 31
Tasks 31
Practice - Acknowledge a Standard Purchase Order 32
Overview 32
Assumptions 32
Tasks 32
Practice - Inspect and Deliver a Receipt 33
Overview 33
Assumptions 33
Tasks 33
Practice - Process a Return to Supplier 35
Overview 35
Assumptions 35
Tasks 35
Practice - Review Receipts Functionality in iSupplier Portal 36
Overview 36
Assumptions 36
Tasks 36
Practice - Create a Blanket Purchase Agreement 37
Overview 37
Assumptions 37
Practice - Create a Blanket Release 39
Page 2 of 58
Overview 39
Assumptions 39
Tasks 39
Practice - Enter an Advance Shipping Notice 40
Overview 40
Assumptions 40
Tasks 40
Practice - Process an Advance Shipping Notice 41
Overview 41

Assumptions 41
Tasks 41
Practice - Enter a Purchase Order 43
Overview 43
Assumptions 43
Tasks 43
Practice - Acknowledge a Purchase Order 45
Overview 45
Assumptions 45
Tasks 45
Practice - Register Supplier Signature 46
Overview 46
Assumptions 46
Tasks 46
Practice - Request Changes to a Purchase Order 47
Overview 47
Assumptions 47
Tasks 47
Practice - Accept Changes to a Purchase Order 48
Overview 48
Assumptions 48
Tasks 48
Practice - Cancel a Purchase Order Line 49
Overview 49
Assumptions 49
Tasks 49
Practice - Approve Changes to a Purchase Order 50
Practice - View Change History 51
Overview 51
Assumptions 51
Tasks 51
Practice - Load an Invoice 52
Overview 52
Assumptions 52
Tasks 52
Practice - Import an Invoice 53
Overview 53
Page 3 of 58
Assumptions 53
Tasks 53
Practice - Create a Purchase Agreement in the Buyer's Work Center 54
Buyer Creates Global Blanket Purchase Agreement 54
Supplier Loads New Items 55
Buyer Review and Approve New Supplier Items 57
Purchasing, Vision Operations (USA) 57
Page 4 of 58
Practice - Review the Business Scenario

Overview
In this practice, you will review the business scenario that will be used in this course.
Assumptions
• Replace XX with your terminal number or initials.
• You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

Tasks
Review the Business Scenario

You will be wearing two hats during this presentation. One is a buyer who works for Vision
Enterprises. Another is your supplier user. As a result, this can be a little confusing unless you
clearly remember your role during a particular exercise.
*Instructor Note: Alternatively, the internal responsibilities may be added to the seeded
Operations user in Vision instead of having the students create individual employee records and
user accounts.
1. Review the business scenario.
Company Vision XXIBM Corporation

Enterprises
Username *XXUSER Contactfirstname.contactlastname@Xxibmcorp.com
Role A Buyer A Supplier User
Responsibilities A Buyer, A Supplier User. Uses iSupplier Portal to review
performs buyer business documents and perform various
related tasks administrative tasks on behalf of XXIBM
including Corporation.
purchase order
creation,
verification of
supplier user
information entry.
Actual Username
(in case you don't
follow the
practices!)
Password
Copyright © Oracle, 2016. All rights reserved.
Page 5 of 58
Practice - Create a New Employee

Overview
In this practice, you will create a new employee.
Assumptions

Tasks
Sign on to the Personal Home Page

1. Sign on to the Personal Home Page
− User = operations
− Password = welcome
2. Responsibility = Human Resources, Vision Enterprises
Define an Employee
3. Navigate to the Define Person window
 (N) People > Enter and Maintain
4. (B) New
− Last = Your last name
− First = Your first name
− Gender = Choose a gender
− Action = Create Employment
− Person Type = Employee
− Social Security = Enter a random 9 digit number (using format: xxx-xx-xxxx)
− Birthday = Enter a birthdate (using format: dd-mmm-yyyy)
Note: If you get a message indicating that the social security number is a duplicate, you
may accept it.
5. (T) Office Details
− E-mail = You choose
6. Save your work.
Page 6 of 58
7. Create an assignment using the following information

 (B) Assignment
Note: If prompted after entering/saving information below, select the option: Correct
existing information.
Field Value
Organization Vision Operations
Job MGR500.MANAGER

Position MM400.MATERIALS MANAGER
Location M1- Seattle
Note: Do not use the location associated with the position. Ensure that the location
remains M1- Seattle.
8. (T) Supervisor
− Name = Brown, Ms. Casey
9. (T) Purchase Order Information
− Set of Books = Vision Operations
− Default Expense Account = 01-110-7740-0000-000
10. Save
11. At Caution box, (B) Cancel, so that the location does not get overridden with the associated
position value.
12. Close windows until you are back at the Navigator.
Page 7 of 58
Practice - Create a New User (Required)

Overview
In this exercise, you will create a new user.
Assumptions

Tasks
Add a New User

1. Responsibility = System Administrator
2. Navigate to the Define Users window
 (N) Security > User > Define
− User Name = XXUSER (where XX is your terminal ID)
− Password = welcome (tab, re-enter password to verify)
− Person = The employee you created (LastName, FirstName)
3. Add the following responsibilities to your new username
Responsibility Security
Group
Purchasing, Vision Operations (USA) Standard
Payables, Vision Operations (USA) Standard
System Administrator Standard
Human Resources, Vision Enterprises Standard
IProcurement Standard
Workflow Standard
Supplier User Management Standard
Supplier Profile Administrator Standard
4. Save
5. Exit Oracle applications and sign back in with your user.
6. You will be prompted to change your initial password to a permanent password upon logging
in with your new user account.
Page 8 of 58
Practice - Set Yourself Up As a Buyer (Required)

Overview
In this exercise, you will set up a buyer.
Assumptions

Tasks
Set up a Buyer
1. Responsibility = Purchasing, Vision Operations
2. Navigate to the Buyer definition window
 (N) Setup > Personnel > Buyers
 (B) New Buyer
3. Search for your employee name (LastName, FirstName) and set yourself up as a buyer with
a default Ship-To location of: M1 - Seattle
4. Click (B) Save and (L) Home link to return to the Home page.
Page 9 of 58
Practice - Run the Fill Employee Hierarchy process (Demo)

Overview
In this practice the instructor will run the Fill Employee Hierarchy process to add people to the position
hierarchy. This action is necessary for approvals to work correctly when you use a position hierarchy.
Assumptions
• Replace XX with your terminal number.

Tasks
Run the Fill Employee Hierarchy process (Require - Instructor Only Step)
1. Choose the Responsibility = Purchasing, Vision Operations.
2. Navigate to the request submission window
3. (N) Reports > Run
4. Run the Fill Employee Hierarchy process.
5. Monitor the request until it completes.
Note: The Fill Employee Hierarchy adds our position and the people, who are
assigned to the position, to the position hierarchy. This process is not necessary for an
Employee/Supervisor hierarchy.
Page 10 of 58
Practice - Define a Supplier

Overview
In this exercise, you will create one supplier with two sites. The first site will be a pay site and
the second site will be a purchasing site. Each site will have a contact person associated.
Assumptions

Tasks
Define a Supplier
1. Log in as your buyer.
3. Navigate to the Suppliers window:
 (N) Supply Base > Suppliers
4. Navigate to the Suppliers page.
− (N) Suppliers > Entry
5. (B) Create Supplier.
− Supplier Type = Standard supplier (default)
− Organization Name = XXIBM Corporation
6. (B) Apply.
Create a Pay Site

7. Navigate to (L) Address Book.
8. (B) Create.
9. Enter the supplier site address information as follows:
− Country = United States
− Address Line 1 = 1 Main St.
− City = San Francisco
− County = San Francisco
− State = CA
− Postal Code = 94105
− Address Name = San Francisco
− Addressee = San Francisco
− Phone Area Code = 415
− Phone Number = 555-1234
− Email Address = sanfrancisco@xxibm.com (where xx=your initials or unique value)
− Address Purpose, Payment = Checked
Note: This address should be complete as this is the address that will appear on any
checks cut to this site!
Page 11 of 58
10. (B) Continue.

Note: If you get a message regarding postal code validation, click (B) Continue to
accept the Zip code.
11. Assign the address to the Vision Operations operating unit: enable the Select check box.
12. (B) Apply. This creates the basic supplier site.
13. To update the supplier site attributes, click the Manage Sites icon.
14. (T) Uses.
− Pay = Checked
− Primary Pay = Checked

15. (T) Communication.
− Supplier Notification Method = Print
16. Apply.
Create a Purchasing Site

17. In the Address Book page, click (B) Create.
18. Enter the supplier site address information as follows:
− Country = United States
− Address Line 1 = 520 Madison Ave.
− City = New York
− County = New York
− State = NY
− Postal Code = 10022
− Address Name = New York
− Addressee = New York
− Email Address = newyork@xxibm.com (where xx=your initials or unique value)
− Address Purpose, Purchasing option = Checked
Note: This address should be complete as this is the address that will appear on any
Purchase Orders issued to this site!
19. (B) Continue.
20. Assign the address to the Vision Operations operating unit, by enabling the Select check
box.
21. (B) Apply. This creates the basic supplier site.
22. To update the New York supplier site attributes, click the Manage Sites icon.
23. (T) Communication.
− Supplier Notification Method = Print
Note: When you enter and approve purchase orders for this supplier, the Supplier
Notification Method will default. We've chosen printed document here. However, if we
chose e-Mail and specified an e-mail address, that information would default during
purchase order approval so we could send the purchase order using the supplier's
preferred method. Valid options are e-Mail, Fax and Printed Document.
24. Apply.
Page 12 of 58
Create a Contact for the Pay Site

25. Navigate to (L) Contact Directory.
26. (B) Create.
− First Name = John
− Last Name = Doe
− Email Address = johndoe@xxibm.com (where xx=your initials or unique value)

− Phone Extension = 1234
− Create User Account for this Contact = Checked
− iSupplier Portal Full Access = Checked
27. In the Addresses for the Contact Region, click (B) Add another Row.
28. Search for 'San Francisco' in the Address Name Field.
29. (B) Apply.
Create a Contact for the Purchasing Site

30. Navigate to (L) Contact Directory.
31. (B) Create.
− First Name = Jane
− Last Name = Doe
− Email Address = janedoe@xxibm.com (where xx=your initials or unique value)
− Create User Account for this Contact = NOT CHECKED!
32. In the Addresses for the Contact Region, click (B) Add another Row.
33. Search for ‘New York’ in the Address Name Field.
34. (B) Apply.
Page 13 of 58
Practice - Create an iSupplier User (alternate registration method)

Overview
In this practice, you will register the contact person for the purchasing site. Then, you will sign
on to the system as the new user and change your password.
Assumptions

Tasks
Register the supplier

2. Responsibility = Supplier User Management
3. Navigate to the Register Supplier User window.
 (N) Register Supplier User
− Supplier Name = your supplier
− Email = contactfirstname.contactlastname@xxibm.com
− First Name = contact first name
− Last Name = contact last name
− Phone = any phone number combination
4. Check iSupplier Portal Full Access responsibility
5. (B) Register
Note: The POS: External Responsibility Flag profile option controls which
responsibilities are available to be selected.
Provide the user with an initial default password

6. Responsibility = System Administrator
7. Navigate to the Users window
• (N) Security > User > Define
8. Query/find the user you just defined (contactfirstname.contactlastname@xxibm.com)
− Password = welcome1 (tab, re-enter to verify)
9. Add the Supplier Profile Manager responsibility to your user.

10. Save your work.
Note: You may notice that the supplier contact name is specified in the Customer field.
This is due to the migration to the TCA architecture.
Page 14 of 58
Sign on to the system as the new Supplier user and change the initial password
11. Sign into the system using your new Supplier user ID and initial password.
− Username = contactfirstname.contactlastname@ibmcorp.com
− Password = welcome1. You will be told your password has expired and that you
need to change it. Change it to welcome. You will be prompted to verify the new
password.
12. Exit Oracle Applications.
Page 15 of 58
Practice - Add a New Supplier Site

Overview
You can allow your suppliers to manage site and site address information. Site additions must
be approved prior to any updates to the supplier master.
Assumptions

Tasks
Add a new address site

1. Log in as your supplier user.
2. Responsibility = iSupplier Portal Full access
3. (T) Admin
4. (H) Address Book
5. (B) Create
− Address Name = SITE2-RFQ
− Address = You choose
6. (B) Save.
7. Log out of Oracle Applications
Note: A notification of changes is sent from the POS Supplier Registration and Profile
Management workflow process.
Page 16 of 58
Practice - Review and Approve a New Supplier Site

Overview
In this practice you will review and approve a new supplier site addition.
Assumptions

Tasks
Review the notification

1. Log in as your buyer
2. Responsibility = Workflow
3. (H) Advanced Worklist
4. Review and close the appropriate notifications
Review the change details

5. Responsibility = Supplier Profile Administrator
6. Type your supplier name
7. (B) Go
8. (H) Address Book
Confirm and Add the site

9. Select the RFQ site
10. (I) Update
11. Review address and select RFQ Only for address purpose
12. (B) Continue
13. Select Vision Operations for the operating unit
14. (B) Apply
15. (B) Ok
16. (H) Address Book
17. Notice the status has changed to Current
Page 17 of 58
Practice - Create Bank Accounts

Overview
Suppliers can create and maintain their own bank account details and assign these accounts to
multiple addresses within your company. In this practice, you will create a new bank account
with your supplier user.
Assumptions

Tasks
Create a new bank account entry

2. Responsibility = iSupplier Portal Full access
3. (T) Admin
4. (H) Banking Details
The Banking Details page displays information on any bank accounts already defined
for your company.
The Banking Details page displays a shortened form of account information. To see all
address assignments for a particular bank account, click the Show link at the beginning
of the line for the account. This opens the full display. Your bank account entry will not
be completed unless you provide address assignments for each bank account.
You can edit bank account information by clicking the pencil icon. This takes you to the
Edit Bank Account page. You can remove the bank account by clicking the garbage
icon at the end of the line.
5. (B) Create
6. On the Add Bank Account page, enter required information and any additional
information.
− Country - United States
− Account is used for foreign payments - Uncheck
− Bank
− Select New Bank
− Bank Name = XX (where xx = your initials or unique value)
− Bank Branch
− Select New Branch
− Branch Name = XX
− Bank Account Number = XX-123456
− Account Name = XXDeposit/Disbursement
− Currency = USD
Page 18 of 58
(B) Save
You can associate the address with all company addresses. You can pick a particular
company address to associate with the account. Or you can model the new account off
an existing account by clicking Copy from Another Account.
7. Assign the company addresses can use the account.
− The Account is used by all addresses = Selected
− Account is the primary account for all addresses = Selected
After you add an account, if the buying organization already has details for the bank, branch, or
account you have entered, you will be asked to confirm your account details. If any details are

missing, you will be asked for additional information.
8. (B) Apply
9. (B) Confirm
10. Specify additional information.
− Bank Name = XXBank of America
− Branch Name = XXNew York
11. (H) Logout
Page 19 of 58
Practice - Review and Approve Bank Accounts

Overview
In this practice, you will approve the supplier bank account for use.
Assumptions

Tasks
Log in as your buyer and verify the bank account

2. Responsibility = Supplier Profile Administrator
3. Type the supplier name
4. (B) Go
5. (H) Banking Details
6. (I) Review
− Action = Approve Account
7. (B) Apply
8. (B) Save
If the bank or branch details you provide are new to the system, you will be asked to
provide some additional details. Otherwise, you will see the Confirmation page for the
account you are setting up. Once you have confirmed the bank account status, your
account will be listed with a new status.
Once the buying company has your bank information, they will verify the details you
have provided. After your bank account details are validated, your account status is
changed to Approved. If there is any problem with the account details, the status will
change to Verification Failed, and you will need to check and re-submit your bank
account details.
9. Return to the suppliers Banking Details summary page (Buyers's Role)
10. Notice the status has changed to Approved.
Page 20 of 58
Practice - View User Accounts

Overview
You can view information regarding users that can access the Oracle iSupplier Portal
application on behalf of your company on the User Accounts page. In this practice, you will
review user accounts.
Assumptions

Tasks
Review User Accounts

2. Responsibility = iSupplier Portal Full Access
3. (T) Admin
4. (H) Contact Directory
Note: The User Accounts page displays information on any user accounts already
defined for your company.
Page 21 of 58
Practice - Create an Expense Item

Overview
In this exercise, you will create an expense item.
Instructor note: item# f11000 can be substituted in place of student-created item.
Assumptions

Tasks
Create an Expense Item

2. Responsibility = Purchasing, Vision Operations.
3. Choose the organization:
 (N) Change Organization
4. From the list of values, choose M1-Seattle Manufacturing and click OK
Note: Although we chose M1-Seattle Manufacturing, the item will be added to the item
master associated with M1-Seattle Manufacturing (V1). After creating the item, we'll
enable it in the inventory organizations (warehouses) that purchase and potentially stock
the item. Generally, there is only one item master but that is not always the case.
5. Open the Master Item window:
 (N) Items > Master Items
− Item = XXSoftware
− Description = Expensed Item
− Primary Unit of Measure = Each
− Item Status field = Active
6. (T) Purchasing
− Purchased = Checked
− Purchasable = Checked
− Default Buyer = Your name
− Use Approved Supplier = Unchecked
− List Price = 450
− Expense Account = 01-510-7530-0000-000
Note: The difference between Purchased and Purchasable is that Purchased is the
TYPE of item; a defining attribute. Purchasable is a status-setting attribute that
determines if the item can currently be used on a purchase order.
Note: If you choose Use Approved Supplier, in order to enter the item on a purchase
order and be able to approve the purchase order, there must be an approved supplier
list created. In the Vision environment, the Use Approved Supplier attribute is controlled
at the inventory organization (warehouse) level.
7. Save
8. (T) Receiving
Page 22 of 58
9. In the Receipt Date Control area's Action field, use the list of values to select Warning.
− Days Early = 5
− Days Late = 5
− Allow Substitute Receipts = Yes
− Allow Unorded Receipts = Yes
− Allow Express Transactions = Yes
− Receipt Routing = Standard
− Enforce Ship-To = Warning

10. Save
Assign the Item to a Purchasing Category

11. (M) Tools > Categories
 Override the category to MISC.MISC
12. Save
Enable the Item in an Inventory Organization

13. (M) Tools > Organization Assignment
14. Assign the item to the following inventory organizations:
Org Name Assigned

M1 Seattle Manufacturing Checked
M2 Boston Manufacturing Checked
M3 Dallas Manufacturing Checked
15. Save
16. Close the Organization Assignment and Master Item windows.
Page 23 of 58
Practice - Create an Inventory Item

Overview
In this exercise, you will create an inventory item.
Instructor note: item# AS54888 can be substituted in place of student-created item.
Assumptions

Tasks
Create an Inventory Item

− Item = XXMonitor
− Description = Inventory Item
Note: May want to copy from the Purchased Item template.
4. (T) Main
− Item Status = Active
5. (T) Inventory
− Inventory Item = Checked
− Stockable = Checked
− Transactable = Checked
6. Save
Note: By selecting Inventory, we've defined the item to be an inventory item. Inventory
is a defining attribute. The Stockable and Transactable attributes determine what
actions may be taken on the item; status-setting attributes.
7. (T) Purchasing
8. Save
9. (T) Receiving
10. In the Receipt Date Controls area's Action field, use the list of values to select Warning.
− Days Early = 5
− Days Late = 5
Page 24 of 58
− Allow Unordered Receipts = Yes

− Receipt Routing field = Standard
11. Save

13. Override the category to PRODUCTN.FINGOODS

14. Save

16. Assign the item to the following inventory organizations:
Org Name Assigned
M2 Boston Manufacturing Checked
M3 Dallas Manufacturing Checked
17. Save
18. Close the Organization Assignment and the Master Item windows.
Page 25 of 58
Practice - Create an Item for a Routinely Purchased Asset

Overview
In this exercise, you will create an item for a routinely purchased asset.
Instructor note: item# f15000 can be substituted in place of student-created item.
Assumptions

Tasks
Create an Item that will be Capitalized and Depreciated after Purchase

− Item = XXComputerPC
− Description = High Speed Computer
− Item Status field = Active
4. (T) Purchasing
− Expense Account = 01-000-1570-0000-000
− Asset Category = COMPUTER-PC
5. Save
6. (T) Receiving
7. In the Receipt Date Control area's Action field, use the list of values to select Warning.
− Days Early = 5
− Days Late = 5
8. Select Reject for the Overreceipt Quantity Control Action
− Tolerance = 0
− Allow Unordered Receipts = Yes
− Receipt Routing = Standard
9. Save
Page 26 of 58

11. Override the category to XX.COMPUTER
12. Save

14. Assign the item to the following inventory organization:

Org Name Assigned
15. Save
16. (B) Org Attributes
17. (T) Purchasing
− Expense Account = 01-000-1570-0000-000
18. Save
19. Close windows until you are back at the Navigator
Page 27 of 58
Practice - Create a Standard Purchase Order

Overview
In this exercise, you will create a standard purchase order.
Assumptions

Tasks
Add a Text Attachment to your Supplier

3. Navigate to the Suppliers window
 (N) Supply Base > Suppliers
4. Type XXIBM Corporation
5. (B) Go
6. (H) Organization
7. (B) Add Attachment
− Title - Terms and Conditions
− Description = Misc T&C
− Category = To Supplier
− Define Attachment
− Select Text and type a short note
8. (B) Apply
Note: Text attachments must be Text. Other data types will not print on the purchase
order.
Create a Standard Purchase Order

9. Open the Purchase Orders window:
 (N) Purchase Order > Purchase Orders
− Type = Standard Purchase Order
− Supplier = XXIBM Corporation
− Site = SITE1-PURCH/PAY
− Ship-to = M1-Seattle
− Bill-to = V1-New York City
− Description = XXPurchased Items
Enter Terms and Conditions

10. Navigate to the Terms and Conditions window:
 (B) Terms
− Payment = Immediate
Page 28 of 58
11. Select the Confirming Order check box.

− Acceptance Required = Document
− By = Tomorrow
− Pay On = Blank
Note: The Send Notifications for Purchasing Documents concurrent request will send a
notification to you if acceptance has not been recorded prior to the date you specify in
this field. This request MUST be SCHEDULED to run in order for notifications to be
sent!
12. Add a note to the supplier. This note will be printed on the header of the purchase order.

13. Save
14. Close the Terms and Conditions window to return to the Purchase Orders window.
Add Items
15. (T) Items
16. Enter the items according to the following table:
Num Item Quantity Price Need by Date

1 XXSoftware 10 450 Today - 7 days
(*seeded part# Note: we would like to
f11000 may be review overdue receipts
substituted) later.
2 XXMonitor 10 250 In 1 month
(*or AS54888)
3 XXComputerPC 10 1200 In 2 months
(*or f15000)
Note: Need-by and Promised Date are used in supplier performance reports.
Review Shipment and Distribution information for the XXSoftware (or f11000) item
17. Review shipments
 (B) Shipments
18. Review distributions
 (B) Distributions
− Requester = Stock, Ms. Pat
− Deliver-To = M1- Seattle
19. Save.
20. Close the Distributions and Shipments windows to return to the Purchase Orders window.
Review Shipment and Distribution information for the XXMonitor (or AS54888) item
21. Review shipments
 (B) Shipments
Page 29 of 58
22. Review distributions

 (B) Distributions
− Requester = Smith, Mr. Jonathan
− Deliver-To = M1- Seattle
− Subinventory = FGI
23. Save.
24. Record your purchase order number.

Approve the Purchase Order
25. Record your purchase order number and then submit it for approval using the (B) Submit
button.
Note: The standard messages on the notes windows may be easily changed using the
Application Developer responsibility.
Place your Purchase Order on the Navigator

26. Place your Purchase Order on the Navigator
 (M) File > Place on Navigator (Note: this feature enables users to quickly access a record
by clicking on a shortcut instead of querying the record)
Page 30 of 58
Practice - Review Order Functionality in iSupplier Portal

Overview
In this exercise, you will review supported order functionality in iSupplier Portal.
Assumptions

Tasks
Review Order Functionality

 (T) Orders
3. Review Order Functions. (Note: the following table describes activities that will be performed
over the next set of practices)
Function Description
Acknowledge Acknowledge or reject orders. Either way, a notification is sent to the
buyer on the purchase order.
Request Cancellation Request cancellation of an entire order or specific line items on an
order.
Request Changes Request changes to line items including price, quantity and supplier
item number. Note that price cannot be changed for destination types
of inventory and outside processing.
Note: Once a change request is initiated, the status of the purchase
order is updated to "In Process". Once the buyer approves the change
request, the revision number of the PO is incremented. Management
approval may or may not be required depending on the change.
Tolerances are set using the workflow builder tool for both percentage
and absolute doller amounts that are used in determining if
management approval is required.
View Change History View change order history.
Page 31 of 58
Practice - Acknowledge a Standard Purchase Order

Overview
In this exercise, you will acknowledge a standard purchase order.
Assumptions

Tasks
Acknowledge a Purchase Order

Note: You can optionally open the notification and directly accept or reject the order
directly from there.
3. (T) Orders
4. Select your PO
 (B) Acknowledge
5. Review order details
 (B) Accept Entire Order
 (B) Submit
Page 32 of 58
Practice - Inspect and Deliver a Receipt

Overview
In this practice, you will inspect and deliver a receipt.
Assumptions

Tasks
Receive the XXMonitor item

2. Go to Purchasing: (N) Purchasing, Vision Operations (USA)
3. Open the Receipts window
 (N) Receiving > Receipts (Hint - Select Organization: M1-Seattle Manufacturing)
4. Enter your purchase order number
5. (B) Find
6. Close the Receipt headers window
7. Receive items based on the following table:
Selected Quantity Destination Type Item Descripti

Not Selected 10 Receiving XXSoftware (f11000) Expensed Item
Checked 10 Receiving XXMonitor (AS54888) Inventory Item
Checked 10 Receiving XXComputerPC (f15000) High Speed PC
8. Save your work.
Perform a Quality Inspection

9. Open the Receiving Transactions window:
 (N) Receiving > Receiving Transactions (M1-Seattle Manufacturing)
− Purchase Order = Your PO number
10. (B) Find
11. Select the line item for your XXMonitor (AS54888).
12. (B) Inspect
Note: If Oracle Quality is installed and at least one inspection plan exists for the
transaction, both the Enter Quality Results option in the Tools menu and the Quality
button on the menu bar will be enabled. If the QA: PO Inspection Profile option is set to
Quality, when you click the Inspect button, it opens the Quality Inspection window that
you defined, instead of the Purchasing Inspection window.
Page 33 of 58
13. Enter inspection results according to the table:
Inspect Quantity Quality Reason Comment

Result Code Code
Accept 5 Above Blank Passed
Average inspection
Reject 5 Below CompDefect Failed
Average inspection

14. (B) OK
15. Save
16. Close the Receiving Transactions window.
Deliver Goods to a Final Destination

17. Complete the receiving process
− Deliver the goods that passed inspection to their final destination.
18. Open the Receiving Transactions window:
 (N) Receiving > Receiving Transactions
− Purchase Order = Your PO number
19. (B) Find
20. Complete the Receiving Transaction according to the following table:
*Inspection Qty UOM Destinati Item Location

Status Field on
(Read Only)
Type
Accepted Defaults Each Inventory XXMonitor (AS54888) M1-Seattle
Not Inspected Defaults Each Expense XXComputerPC (f15000) M1-Seattle
*Note: You'll need to use this window carefully. Determine which record was the
accepted item and which was the rejected item! Select the check box for the Accepted
item. The "Inspection" field on the lower right contains this information for each line item.
21. Save
Page 34 of 58
Practice - Process a Return to Supplier

Overview
You can use the Returns window to return goods to a supplier OR to a customer. You may
return goods to a customer if you had received defective goods, repaired them and are now
ready to return them. In this exercise, you will return the goods that failed inspection to the
supplier.
If you want to use the RTS functionality, it must be enabled at the supplier site. Also, an invoice
must be previously entered into the system.

Assumptions
Tasks
Return Goods to a Supplier

2. Responsibility = Purchasing, Vision Operations.
3. Open the Receiving Returns window:
 (N) Receiving > Returns (M1 - Seattle Manufacturing)
4. In the Receipt field enter your receipt number from the prior lab.
5. (T) Transaction Details
− Transaction Type = Reject
6. (B) Find
7. Click the line selector check box to the left of the Quantity field.
8. Enter return information according to the following table:
Qty Return-To Supplier RMA Number Item

5 Supplier XXIBM Corporation XXRMA XXMonitor
9. (T) Details
− Reason = CompDefect
10. Save
Page 35 of 58
Practice - Review Receipts Functionality in iSupplier Portal

Overview
You can review information related to shipping notices, receipts, returns, on-time performance
and quality using iSupplier Portal. In this practice, you will review information associated with
the receipt activities you performed.
Assumptions

Tasks
Review Receipt Activity

Note: You can optionally open the notification and directly accept or reject the order
directly from there.
3. (T) Shipments
4. Use your PO number to find delivery schedule information
 (ST) Delivery Schedules
5. Use your PO number to find and review receipts
 (ST) Receipts
6. Use your PO number to find and review returns to supplier
 (ST) Returns
7. Use your PO number to find any receipts that are overdue.
 (ST) Overdue Receipts
Page 36 of 58
Practice - Create a Blanket Purchase Agreement

Overview
Choose a blanket agreement when you have negotiated volume discounts and want to create
releases against these negotiated volumes or when you commit to specific items, quantities or
amounts. In this exercise, you will create a blanket purchase agreement.
Assumptions

Create a Blanket Purchase Agreement

3. Open the Purchase Orders window.
 (N) Purchase Orders > Purchase Orders
− Type = Blanket Purchase Agreement
− Site = SITE2-PURCH
− Amount Agreed = 24000
− Description = XXSupplies
Specify Terms and Conditions

4. (B) Terms
− Effective = Today to one year from today
− Amount Limit = 25000
5. Save
Note: The Amount Limit is the REAL control of whether or not releases against this
blanket may be approved.
6. (T) Lines
7. Select items according to the following table:
Num Item Category Description UOM

1 XXSoftware (f11000) (defaults) Expensed Item Each
2 XXMonitor (AS54888) (defaults) Inventory Item Each
Specify Price Breaks

8. (B) Price Breaks
9. Enter the following price break information FOR EACH item.
Num Org Ship-To Quantity Price Discount%

1 Blank Blank 10 Defaults 10
Page 37 of 58
10. Save
11. Close the Price Breaks window.
Specify Notification Controls

12. Open the Notification Controls window:
 (M) Tools > Notification Control
− Condition = Expiration
Note: If the Warning Delay field does not become enabled, double check to make sure
you entered effective dates in the Terms and Conditions window!

13. In the From and To fields, set for 30, 60, and 90 days.
Condition Warning Delay From To

Expiration 30 Defaults Defaults
14. Save
15. (B) Done
Note: These Notifications are controlled using Oracle Alerts. The alerts must be
activated in order for the conditions to be checked and the notifications to be sent.
16. Record your Blanket Purchase Agreement number.
17. (B) Approve
− Submit for Approval = Checked
18. Uncheck all other options
19. (B) OK
Place your Purchase Order on the Navigator

20. Place your Purchase Order on the Navigator
 (M) File > Place on Navigator
21. Close windows until you are back at the Navigator
Page 38 of 58
Practice - Create a Blanket Release

Overview
In this exercise, you will create a blanket release.
Assumptions

Tasks
Create and Approve a Release

3. Open the Releases window:
 (N) Purchase Orders > Releases
4. In the PO, Rev field, use the list of values to select your blanket purchase agreement
number.
5. (T) Shipments
6. Place cursor in the Line field
7. [Ctrl + L] to invoke the List of Values
8. Note the lines you see are the two lines from your Blanket Purchase Agreement.
9. Select the XXSoftware item (or f11000).
10. (B) OK
− Organization = M1
− Ship-To = M1-Seattle
− Quantity = 10
− Promised = Today's date
11. Save
12. (B) Approve
− Submit for Approval = Checked
13. Uncheck all other options
14. (B) OK to approve the Release
15. (B) Agreement
16. Note the total amount released against the blanket purchase agreement.
Page 39 of 58
Practice - Enter an Advance Shipping Notice

Overview
You can use iSupplier Portal to process Advance Shipping and Advance Shipping and Billing
transactions. You can input them manually (as we will do in this practice) or download a
template you can fill in and upload into iSupplier Portal. In this practice, we will create a manual
shipping notice.
Assumptions

Tasks
Review Receipt Activity

3. (T) Shipments
 (ST) Shipping Notices
 (L) Create Advance Shipping Notices
4. Specify the shipment
 (L) Shipments Due Any Time
 (B) Go
5. Select the blanket release.
6. (B) Add to Shipment Notice
7. Complete shipment information
 (T) Shipment Header tab
− Shipment Number = XXASN-1
− Expected Receipt Date = Today
− Shipment Date = Yesterday
8. Review shipment lines
 (T) Shipment Lines tab
9. Preview and submit the shipping notice
 (B) Preview
 (B) Submit
Page 40 of 58
Practice - Process an Advance Shipping Notice

Overview
Shipping notices are not the same as receipts. They are loaded through iSupplier Portal,
directly into the Receipts open interface or using eCommerce Gateway. Once the shipping
notices are loaded, the receipt must still be processed. In this practice, you will process the
advance shipping notice and confirm the receipt.
Assumptions

Tasks
Process an Advance Shipping Notice

3. Run the Receiving Transaction processor.
 (N) Reports > Run
 Select Single Request option
− Name = Receiving Transaction Processor
− Parameters: Leave blank & (B) Cancel
4. Submit the request and monitor it until it completes.
Review In-Transit Shipments

5. Navigate to the In-Transit Shipments window
 (N) Receiving > Manage Shipments
 Organization = M1-Seattle Manufacturing
6. Find your In-Transit Shipment
− Purchase Order = Your blanket number
7. (B) Find
8. Review ASN information.
− Freight Carrier = Roadway
− Ship-To Location = M1- Seattle
− Bill of Lading = XX
9. Save.
Process a Receipt against an Advance Shipping Notice

10. Navigate to the Receipts window
 (N) Receiving > Receipts
11. Enter your Purchase Order Number and Release number.
12. (B) Find
13. Close the Receipt Header window
Page 41 of 58
14. Review shipment information

 (T) Shipment Information
 Select line item checkbox for the line containing the ASN information
 (T) Line and Select Location from list of values: M1-Seattle Mfg (scroll to right for field)
15. Save
Page 42 of 58
Practice - Enter a Purchase Order

Overview
In this practice, you will create a purchase order that requires acknowledgement then you will
have your supplier user acknowledge it using iSupplier Portal.
Assumptions

Tasks
Create a standard purchase order that requires acceptance

3. Open the Purchase Orders window:
 (N) Purchase Order > Purchase Orders
− Type = Standard Purchase Order
− Site = SITE2-PURCH
− Description = XXComputer Hardware
4. Save your work.
Enter Terms and Conditions

5. Navigate to the Terms and Conditions window:
 (B) Terms
− Payment = Immediate
− Select the Confirming Order check box.
− Acceptance Required = Signature
− Acceptance is required by YESTERDAY!
− Pay On = Blank
− Add a note to the supplier. This note will be printed on the header of the
purchase order.
Note: The Send Notifications for Purchasing Documents concurrent request will send
a notification to you if acceptance has not been recorded prior to the date you specify
in this field. This request MUST be SCHEDULED to run in order for notifications to
be sent!
6. Save your work.
7. Close the Terms and Conditions window to return to the Purchase Orders window.
Add Items
8. (T) Lines
9. Enter the items according to the following table (click ‘Ok’ to acknowledge note regarding the
existing blanket purchase order, if warned):
Page 43 of 58
Num Item Quantity Price Promised Date

1 CM15138 10 215 Today + 7 days
2 CM15140 10 298 Today + 7 days
Note: Need-by and Promised Date are used in supplier performance reports.
Approve the Purchase Order

10. Record your purchase order number and then submit it for approval.
Note: You can use the Purchase Order Summary screen to

query the status for your order, which should have a status of
Pre-Approved.
Page 44 of 58
Practice - Acknowledge a Purchase Order

Overview
In this practice, you will acknowledge a purchase order using iSupplier Portal.
Assumptions

Tasks
Acknowledge the Purchase Order

1. Log in as your supplier user
3. Review the notification and open the PDF document to review the purchase order details.
4. (T) Orders
5. Select your purchase order by selecting the radio button
6. (B) Acknowledge
7. Review the order details
8. (B) Sign Document
9. Optionally enter comments under the Response section and click on (B) Accept
10. Enter your supplier’s user name and password
11. (B) Sign
12. Log out of the system
Page 45 of 58
Practice - Register Supplier Signature

Overview
In this practice, you will record a supplier signature.
Assumptions

Tasks
Register a supplier signature

3. (L) Advanced Worklist
4. Select the notification from the supplier user
The subject will read, "Standard Purchase Order XXXX requires your signature.
 (B) Open
5. Optionally enter response comments and click on (B) Accept
6. Enter your buyer’s user name and password.
7. (B) Sign
Note: The PO notification screen will display status of "Approved”, line item content and
approval sequence information.
8. Click on the ‘Home’ link to return to homepage.
Page 46 of 58
Practice - Request Changes to a Purchase Order

Overview
In this practice, you request changes to a purchase order.
Assumptions

Tasks
3. (T) Orders
4. (ST) Purchase Orders
5. Select your signed/approved purchase order’s radio button
6. (B) Request Changes
7. (L) Expand the “+” to show Line 1 Monitor 17, p/n CM15138
8. Change the promised date for Shipment Line 1, to be one week later.
− Reason = Backlog
− Action = Change
9. (B) Submit
Page 47 of 58
Practice - Accept Changes to a Purchase Order

Overview
In this practice, you accept changes to a purchase order.
Assumptions

Tasks
Accept Changes to a Purchase Order

 (L) Advanced Worklist
 Note the new change request notification link under Open Notifications
3. Click on the notification link to Review
4. Note the colored asterisk/icon next to the pending change request value field, and the
Action/Reason values.
5. (B) Accept to accept the change.
6. Click on “Home” link to return to the Homepage.
7. Repeat the process of logging in as your Supplier to re-sign the changed order, then log back
in as your buyer to sign the revised change order before advancing to the next practice.
Page 48 of 58
Practice - Cancel a Purchase Order Line

Overview
In this practice, you will now request a line cancellation on the changed purchase order as the
supplier.
Assumptions

Tasks
Cancel a Line on a Purchase Order

3. (T) Home
4. Review any notifications
5. (T) Orders
6. Find the same purchase order that just went through a change request in previous practice
7. Select the radio button and click on (B) Request Changes
8. Click the (H) Show link to expand Line 2 for the 19” Monitor, p/n CM15140 and enter the following
values under Shipment 1 for Line 2:
− Reason = Cannot provide
− Action = Cancel (alternatively, the Supplier could request a quantity
change/cancellation instead of cancelling the entire line)
9. (B) Submit
Page 49 of 58
Practice - Approve Changes to a Purchase Order

 (L) Advanced Worklist
 Order by Send date in descending order
3. Click on the link to review and approve the new notification referencing the cancellation
request
4. (B) Accept to accept the change.
Page 50 of 58
Practice - View Change History

Overview
In this practice, you will review change history.
Assumptions

Tasks
Review Change History

3. (T) Orders
4. Find your order and select it.
5. (B) View Change history
6. Return to the (T) Orders tab
7. Click on the (ST) Purchase History
8. Enter your PO Number
9. (B) Go
10. Click on (I) Compare to Original PO to review full change history from original order to current
version
Page 51 of 58
Practice - Load an Invoice

Overview
In this practice, you will load an invoice for a purchase order shipment.
Assumptions

Tasks
Load an Invoice
3. (T) Finance
4. (ST) Create Invoices
− Supplier = XXIBM Corporation (defaulted)
− Select ‘Create Invoice’ with option: With a PO
5. (B) Go
6. Search for your purchase order (the most recent PO that underwent changes/cancellations).
7. Select the checkbox for the PO and click on(B) Add to Invoice
8. Click on (B) Next
− Invoice Number = XX-5500
− Select appropriate ‘Remit To’ supplier location if not already defaulted.
− Note the Shipping and Handling section which allows the supplier to add additional
charges to the invoice.
− Click on (B) Next to review invoice before submitting.
9. (B) Submit to submit online invoice to AP interface table.
Page 52 of 58
Practice - Import an Invoice

Overview
In this practice, you will load an invoice for a purchase order shipment.
Assumptions

Tasks
Import an Invoice
2. Responsibility = Payables, Vision Operations
3. Navigate to the Standard Request Submission window
 (N) Other > Requests > Run
− Name = Payables Open Interface Import
4. Specify Parameters
− Source = Internet Supplier Portal
5. Click (B) Ok and (B) Submit the request
6. Review the request until it completes (M) View > Requests.
7. Use the invoices window to query the invoice:
- (N) Payables, Vision Operations (USA)
- (N) Invoices > Inquiry > Invoices
- Search for your supplier’s invoice, using either the supplier’s invoice number and/or supplier
name and/or your purchase order to view the invoice in the Invoice Workbench.
Page 53 of 58
Practice - Create a Purchase Agreement in the Buyer's Work Center

In this practice, you will use the Buyer’s Work Center (HTML UI) to create a new blanket agreement, then
authorize the supplier to access the agreement from the iSupplier Portal and add purchasing lines.
Buyer Creates Global Blanket Purchase Agreement
Purchasing, Vision Operations (USA)

1. Navigate to the Agreements page in the Professional Buyer's Work Center.
 (N) Buyer Work Center > Agreements

2. Create Global BPA header
 Verify Create field LOV is "Blanket Purchase Agreement", then click (B) Go
Note: The Agreement tab in the Buyer's Work Center will ONLY create a global
blanket purchase agreement (BPA). So you will NOT see any Global checkbox in the
header section, as it is global by default.
3. On the Blanket Purchase Agreement page, enter the following information for the Header:
Field Vision Operations

Operating Unit Vision Operations
Supplier XXIBM CORPORATION
Supplier Site New York
Buyer Your last name, first name
Description XX GBPA
Bill to Location V1- New York City
Default Ship to Location M1- Seattle
Page 54 of 58

4. (B) Save
5. Note the BPA number #
6. From the ACTIONS field LOV, choose "Enable Supplier Authoring" and click GO button.
Note the confirmation that the supplier Office Supplies, Inc. can now edit this Blanket
Purchase Agreement
VERY IMPORTANT NOTE: This action is to allow the supplier user to modify the
BPA and add items. The supplier user cannot create their own BPA. The supplier's
access for this is Oracle iSupplier Portal.
7. (B) Save
At this point the agreement is created (but not approved or processed) and is
accessible to the supplier for uploading of items.
Note: You can either choose to have the supplier or the Oracle iProcurement catalog
administrator upload items to the purchase agreement. In addition, the buyer can
upload items. For this practice we will have the supplier upload new items for
convenience.
Supplier Loads New Items

8. Logout and log into Oracle iSupplier Portal as your supplier user.
− Responsibility = iSupplier Portal Full Access
Note: The Orders at a Glance table only shows Approved POs.
9. Navigate to the Update Blanket Purchase Agreement page for your agreement:
 Click the Notifications link on the Home tab related to your new agreement number
 After confirming the information that indicates this is the agreement that you created,
click (H) Edit Agreement
OR (alternative search method)
 Navigate to (T) Orders tab
Page 55 of 58
 (T) Agreements > (B) Search

 Enter your agreement number in Agreement
 (B) Go
 Open your agreement by clicking the Agreement link
 Select Edit Agreement in Actions list and click (B) Go
10. Prepare agreement to add new line items:
 (B) Add 5 Rows
Note: The supplier can manually add items to the GBPA or could upload a file
of many items using the Via Upload action and a properly formatted file. In this

practice the supplier has been asked to manually add two specialty papers that
are not part of their basic catalog. *Note: internal or supplier item numbers are
not mandatory, but a valid predefined purchasing category must be referenced.
11. Add two new lines:
Line 1 Line2
Type Goods Goods
Item
Description (free- HP Brochure Paper - Glossy HP Presentation Paper - Glossy
form text) 8.5x11" 150 Sheets 8.5x11" 300 Sheets
*Category SUPPLIES.OFFICE SUPPLIES.OFFICE
Unit Each Each
Price 9.00 16.00
12. (B) Save
Page 56 of 58
13. (B) Submit

Note confirmation that Blanket Purchase Agreement #### has been submitted for
approval. Also note that if you query the supplier's agreements, the Status column is
"Supplier Change Pending."
14. Logout as supplier user
Buyer Review and Approve New Supplier Items

15. Log in to the system as your buyer user.
 Purchasing, Vision Operations (USA)

16. Navigate to the Agreements page:
 (N) Buyer Work Center > Agreements
17. Accept the supplier entered items:
 Select the "My Agreements With Pending Change Requests" View option and click (B) Go
 (N) Select “Agreement: Respond to Change Requests” option and click (B) Go
The Respond to Change Requests page allows the buyer to either accept/reject at
the line/item level or for All Items. You can also click on the Details icon to see all the
attributes for each item (Image filenames, price breaks, etc).
18. (B) Accept All to accept both lines at once,

19. Requery your agreement to refresh and display with an Approved status:
 (T) Agreements
 (B) Search
 Select "Show table data when any condition is met" and enter your agreement number.
 (B) Go
Page 57 of 58
Page 58 of 58

R12.2 Oracle Isupplier Portal Fundamentals: Activity Guide D96348Gc10 Edition 1.0 - August 2016 - D97492

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Edition 1.0 | August 2016 | D97492

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Practice - Review the Business Scenario

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Review the Business Scenario

1. Review the business scenario.

Company Vision XXIBM Corporation

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Practice - Create a New Employee

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Sign on to the Personal Home Page

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7. Create an assignment using the following information

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Practice - Create a New User (Required)

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Add a New User

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Practice - Set Yourself Up As a Buyer (Required)

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Practice - Run the Fill Employee Hierarchy process (Demo)

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Practice - Define a Supplier

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Create a Pay Site

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10. (B) Continue.

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Create a Purchasing Site

Create a Contact for the Pay Site

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Create a Contact for the Purchasing Site

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Practice - Create an iSupplier User (alternate registration method)

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Register the supplier

Provide the user with an initial default password

9. Add the Supplier Profile Manager responsibility to your user.

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Practice - Add a New Supplier Site

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Add a new address site

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Practice - Review and Approve a New Supplier Site

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Review the notification

Review the change details

Confirm and Add the site