Aurora Public Schools

ORACLE IPROCUREMENT
END USER TRAINING

Company LOGO
Strategic Information Solutions, Inc.
 Topics
 Objectives
 Introduction to iProcurement
 Creating a Non-Catalog Requisition
 Creating a Requisition for an Inventory Item
 Creating an Incomplete Requisition
 Complete an Incomplete Requisition
 Searching for a Requisition
 Copying an Existing Requisition
 Canceling an Entire Requisition
 Canceling a Requisition Line
 Submitting a Requisition Change Request
 Entering Full Receipt Transaction
 Entering Partial Receipt Transaction
 Entering Receipt Correction Transaction
 Entering Return Transaction
 Viewing Receipt Transaction
 Answering the Request for More Information

2
 Objectives

 To provide an overview of iProcurement

module

 To describe the process and workflow

associated with iProcurement

 To provide a guide for the users to use

iProcurement module

 To provide APS the knowledge to administer

iProcurement operations

3
 Introduction to iProcurement

Purchase
Shipment Receiving
Requisition Requisition Order
Of Of Invoicing Payment
Creation Approvals Creation &
Goods Goods
Processing

Capabilities Available in Oracle iProcurement

Capabilities Available in Oracle Applications Suite

 iProcurement streamlines the requisition process to ensure that

employees can order necessary items efficiently using a simple and
widely available web browser interface.
 iProcurement will help Aurora Public Schools streamline the
procurement process with end-to-end business automation.
 It is the starting point for the ordering process and provides powerful
self-service requisitioning capability with an intuitive, web shopping
interface.

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 Creating a Non-Catalog Requisition

In this lesson, the Requestor creates a Non-Catalog Requisition.

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 Creating a Non-Catalog Requisition

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Creating a Non-Catalog Requisition

Step 2

Click the Non-Catalog Request link.

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 Creating a Non-Catalog Requisition

Step 3

Click in the Item Description field.

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 Creating a Non-Catalog Requisition

Step 4

Enter the desired information into the Item Description field.

Enter "Cross Pens".

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 Creating a Non-Catalog Requisition

Step 5

Click the Search button next to Category field.

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 Creating a Non-Catalog Requisition

Step 6
Enter % in the Search box

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 Creating a Non-Catalog Requisition

Step 7
Click the Go button.

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 Creating a Non-Catalog Requisition

Step 8
Select the Checkbox next to the appropriate Category Name.

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 Creating a Non-Catalog Requisition

Step 9
Click the Select button.

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 Creating a Non-Catalog Requisition

Step 10
See the right Category Name in the Category field

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 Creating a Non-Catalog Requisition

Step 11
Enter the desired Quantity in the Quantity field. Enter "50".

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 Creating a Non-Catalog Requisition

Step 12
Click the Search button next to Unit of Measure field.

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 Creating a Non-Catalog Requisition

Step 13
Enter the desired information into the Search By field. Enter "%".

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 Creating a Non-Catalog Requisition

Step 14
Click the Go button.

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 Creating a Non-Catalog Requisition

Step 15

Select the Checkbox nest to the appropriate Unit of Measure.

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 Creating a Non-Catalog Requisition

Step 16
Click the Select button.

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 Creating a Non-Catalog Requisition

Step 17
Enter the desired information into the Unit Price field. Enter "100".

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 Creating a Non-Catalog Requisition

Step 18
Click the Search for Supplier Name button.

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 Creating a Non-Catalog Requisition

Step 19

Enter the desired information into the Search By field. Enter “ABC%".

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 Creating a Non-Catalog Requisition

Step 20
Click the Go button.

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 Creating a Non-Catalog Requisition

Step 21
Select the Checkbox next to appropriate Supplier Name.

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 Creating a Non-Catalog Requisition

Step 22
Click the Select button.

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 Creating a Non-Catalog Requisition

Step 23
Click the Add to Cart button.

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 Creating a Non-Catalog Requisition

Step 24
Click the View Cart and Checkout button.

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 Creating a Non-Catalog Requisition

Step 25
Click the Checkout button.

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 Creating a Non-Catalog Requisition

Step 26
Click the Search box next to Need-By Date field.

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 Creating a Non-Catalog Requisition

Step 27
Click the Desired Date link.

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 Creating a Non-Catalog Requisition

Step 28
See the correct Need-By Date in the Need-By Date field.

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 Creating a Non-Catalog Requisition

Step 29

Enter the desired information into the Requisition Description field. Enter “Non-Catalog
Testing".

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 Creating a Non-Catalog Requisition

Step 30

Click the Next button.

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 Creating a Non-Catalog Requisition

Step 31
See the Approvers of this Requisition.

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 Creating a Non-Catalog Requisition

Step 32
Click the Next button.

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 Creating a Non-Catalog Requisition

Step 33
Click the Submit button.

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 Creating a Non-Catalog Requisition

Step 34

Get Confirmation.

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 Creating a Non-Catalog Requisition

Step 35
End of Procedure.

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 Creating a Requisition for an Inventory Item

In this lesson, the Requestor creates a Requisition for an Inventory Item.

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 Creating a Requisition for an Inventory Item

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Creating a Requisition for an Inventory Item

Step 2

Select Main Store in the Search field.

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 Creating a Requisition for an Inventory Item

Step 3

Enter the desired information into the Search field. Enter “13079%". (example)

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 Creating a Requisition for an Inventory Item

Step 4

Click the Go button.

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 Creating a Requisition for an Inventory Item

Step 5

See the required item in the Search results.

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 Creating a Requisition for an Inventory Item

Step 6
Enter required Quantity in the Quantity field.

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 Creating a Requisition for an Inventory Item

Step 7
Click the Add to Cart button.

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 Creating a Requisition for an Inventory Item

Step 8
Click the View Cart and Checkout button.

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 Creating a Requisition for an Inventory Item

Step 9
Click the Checkout button.

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 Creating a Requisition for an Inventory Item

Step 10
Enter desired information in Requistion Description, Need-By Date, Deliver-To Location
fields

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 Creating a Requisition for an Inventory Item

Step 11
Click the Charge Account link to change it OR Skip to Step 18.

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 Creating a Requisition for an Inventory Item

Step 12
Click the Charge Account link.

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 Creating a Requisition for an Inventory Item

Step 13
Click the Search button next to Charge Account.

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 Creating a Requisition for an Inventory Item

Step 14
Select the correct values for all the segments of Charge Account.
Click Search button.

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 Creating a Requisition for an Inventory Item

Step 15
Select the radio button next to the Charge Account in the Search results.
Click Select button.

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 Creating a Requisition for an Inventory Item

Step 16
Click Return button.

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 Creating a Requisition for an Inventory Item

Step 17
Click Return button.

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 Creating a Requisition for an Inventory Item

Step 18
Verify the Charge Account.
Click the Next button.

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 Creating a Requisition for an Inventory Item

Step 19
See the Approvers of the Requisition. Click Next button.

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 Creating a Requisition for an Inventory Item

Step 20
Click Submit button.

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 Creating a Requisition for an Inventory Item

Step 21
Get Confirmation and Requisition Number.

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 Creating a Requisition for an Inventory Item

Step 22
Approver receives email notification.
End of Procedure.

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 Creating an Incomplete Requisition

In this lesson, the Requestor creates an Incomplete Requisition.

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 Creating an Incomplete Requisition

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Creating an Incomplete Requisition

Step 2

Select Main Store in the Search field.

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 Creating an Incomplete Requisition

Step 3

Enter the desired information into the Search field. Enter “13079%". (example)

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 Creating an Incomplete Requisition

Step 4

Click the Go button.

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 Creating an Incomplete Requisition

Step 5

See the required item in the Search results.

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 Creating an Incomplete Requisition

Step 6
Enter required Quantity in the Quantity field.

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 Creating an Incomplete Requisition

Step 7
Click the Add to Cart button.

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 Creating an Incomplete Requisition

Step 8
Click the View Cart and Checkout button.

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 Creating an Incomplete Requisition

Step 9
Click the Save button.

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 Creating an Incomplete Requisition

Step 10
Click the Save button.

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 Creating an Incomplete Requisition

Step 11
Get Confirmation and Requisition Number.

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 Complete an Incomplete Requisition

In this lesson, the Requestor completes an Incomplete Requisition.

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 Complete an Incomplete Requisition

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Complete an Incomplete Requisition

Step 2

Click the Requisitions tab.

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 Complete an Incomplete Requisition

Step 3

See the Requisition in Incomplete status.

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 Complete an Incomplete Requisition

Step 4

Select the Checkbox next to the requisition to be completed.

Click the Complete button.

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 Complete an Incomplete Requisition

Step 5

Click the Yes button.

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 Complete an Incomplete Requisition

Step 6
Click the Checkout button.

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 Complete an Incomplete Requisition

Step 7
Enter desired information in Requistion Description, Need-By Date, Deliver-To Location
fields

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 Complete an Incomplete Requisition

Step 8
Click the Next button.

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 Complete an Incomplete Requisition

Step 9
See the Approvers of the Requisition. Click Next button.

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 Complete an Incomplete Requisition

Step 10
Click Submit button.

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 Complete an Incomplete Requisition

Step 11
Get Confirmation and Requisition Number.

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 Complete an Incomplete Requisition

Step 12
Approver receives email notification.
End of Procedure.

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 Searching for a Requisition

In this lesson, the iProcurement user searches for a Requisition.

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 Searching for a Requisition

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Searching for a Requisition

Step 2

Click the Requisitions tab.

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 Searching for a Requisition

Step 3

Click the Search button.

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 Searching for a Requisition

Step 4

Enter the values as per the search criteria in the available search fields.
Click Go button.

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 Searching for a Requisition

Step 5

See the Requisition and it’s Status in the search results.

End of Procedure.

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 Copying an Existing Requisition

In this lesson, the Requestor creates a new Requisition by copying an existing Requisition.

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 Copying an Existing Requisition

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Copying an Existing Requisition

Step 2

Click the Requisitions tab.

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 Copying an Existing Requisition

Step 3

Click the Search button.

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 Copying an Existing Requisition

Step 4

Enter the values as per the search criteria in the available search fields.
Click Go button.

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 Copying an Existing Requisition

Step 5

See the Requisition and it’s Status in the search results.

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 Copying an Existing Requisition

Step 6
Select the Checkbox next to the Requisition in the search results.
Click Copy to Cart button.

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 Complete an Incomplete Requisition

Step 7
Click the Checkout button.

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 Complete an Incomplete Requisition

Step 8
Enter desired information in Requistion Description, Need-By Date, Deliver-To Location
fields

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 Complete an Incomplete Requisition

Step 9
Click the Next button.

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 Complete an Incomplete Requisition

Step 10
See the Approvers of the Requisition. Click Next button.

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 Complete an Incomplete Requisition

Step 11
Click Submit button.

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 Complete an Incomplete Requisition

Step 12
Get Confirmation and Requisition Number.

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 Complete an Incomplete Requisition

Step 13
Approver receives email notification.
End of Procedure.

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 Canceling an Entire Requisition

In this lesson, the Requestor cancels an entire Requisition.

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 Canceling an Entire Requisition

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Canceling an Entire Requisition

Step 2

Click the Requisitions tab.

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 Canceling an Entire Requisition

Step 3

Click the Search button.

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 Canceling an Entire Requisition

Step 4

Enter the values as per the search criteria in the available search fields.
Click Go button.

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 Canceling an Entire Requisition

Step 5

See the Requisition and it’s Status in the search results.

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 Canceling an Entire Requisition

Step 6
Select the Checkbox next to the Requisition in the search results.
Click Cancel Requisition button.

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 Canceling an Entire Requisition

Step 7
Click the Cancel Entire Requisition button.

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 Canceling an Entire Requisition

Step 8
Click Submit button.

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 Canceling an Entire Requisition

Step 9
Get Confirmation.
End of Procedure.

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 Canceling a Requisition Line

In this lesson, the Requestor cancels an entire Requisition.

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 Canceling a Requisition Line

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Canceling a Requisition Line

Step 2

Click the Requisitions tab.

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 Canceling a Requisition Line

Step 3

Click the Search button.

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 Canceling a Requisition Line

Step 4

Enter the values as per the search criteria in the available search fields.
Click Go button.

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 Canceling a Requisition Line

Step 5

See the Requisition and it’s Status in the search results.

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 Canceling a Requisition Line

Step 6
Select the Checkbox next to the Requisition in the search results.
Click Cancel Requisition button.

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 Canceling a Requisition Line

Step 7
Select the Checkbox next to the Requisition Line to be cancelled.
Click the Continue button.

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 Canceling a Requisition Line

Step 8
Click Submit button.

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 Canceling a Requisition Line

Step 9
Get Confirmation.
End of Procedure.

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 Submitting a Requisition Change Request

In this lesson, the Requestor creates a new Requisition by Submitting a Requisition Change
Request.

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 Submitting a Requisition Change Request

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Submitting a Requisition Change Request

Step 2

Click the Requisitions tab.

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 Submitting a Requisition Change Request

Step 3

Click the Search button.

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 Submitting a Requisition Change Request

Step 4

Enter the values as per the search criteria in the available search fields.
Click Go button.

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 Submitting a Requisition Change Request

Step 5

See the Requisition and it’s Status in the search results.

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 Submitting a Requisition Change Request

Step 6
Select the Checkbox next to the Requisition in the search results.
Click Change button.

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 Submitting a Requisition Change Request

Step 7
Click the Yes button.

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 Submitting a Requisition Change Request

Step 8
Change the Quantity to 15.
Click the Checkout button.

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 Submitting a Requisition Change Request

Step 9
Enter desired information in Requistion Description, Need-By Date, Deliver-To Location
fields

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 Submitting a Requisition Change Request

Step 10
Click the Next button.

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 Submitting a Requisition Change Request

Step 11
See the Approvers of the Requisition. Click Next button.

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 Submitting a Requisition Change Request

Step 12
Click Submit button.

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 Submitting a Requisition Change Request

Step 13
Get Confirmation and Requisition Number.

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 Submitting a Requisition Change Request

Step 14
Approver receives email notification.
End of Procedure.

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 Entering Full Receipt Transaction

In this lesson, the Receiver creates a Receipt for a PO.

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 Entering Full Receipt Transaction

Step 1

Click the APS iProcurement Super User link.

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 Entering Full Receipt Transaction

Step 2

Click the Receiving tab.

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 Entering Full Receipt Transaction

Step 3

Select Find by Order Number in the Items to Receive Search condition.

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 Entering Full Receipt Transaction

Step 4
Enter PO Number in the Search box.
Click Go button.

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 Entering Full Receipt Transaction

Step 5

Select the Checkbox next to the Items to Receive.

Click the Next button.

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 Entering Full Receipt Transaction

Step 6
Enter Packing Slip Number and Receipt Comments.
Click Next button.

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 Entering Full Receipt Transaction

Step 7
Click the Submit button.

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 Entering Full Receipt Transaction

Step 8
Get the Receipt Confirmation.
End of Procedure.

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 Entering Partial Receipt Transaction

In this lesson, the Receiver creates a Receipt for a PO.

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 Entering Partial Receipt Transaction

Step 1

Click the APS iProcurement Super User link.

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 Entering Partial Receipt Transaction

Step 2

Click the Receiving tab.

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 Entering Partial Receipt Transaction

Step 3

Select Find by Order Number in the Items to Receive Search condition.

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 Entering Partial Receipt Transaction

Step 4
Enter PO Number in the Search box.
Click Go button.

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 Entering Partial Receipt Transaction

Step 5
Select the Checkbox next to the Items to Receive
Enter the Partial Quantity in the Receipt Quantity field.
Click the Next button.

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 Entering Partial Receipt Transaction

Step 6
Enter Packing Slip Number.
Click Next button.

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 Entering Partial Receipt Transaction

Step 7
Click the Submit button.

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 Entering Partial Receipt Transaction

Step 8
Get the Receipt Confirmation.
End of Procedure.

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 Entering Receipt Correction Transaction

In this lesson, the Receiver corrects a Receipt for a PO.

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 Entering Receipt Correction Transaction

Step 1

Click the APS iProcurement Super User link.

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 Entering Receipt Correction Transaction

Step 2

Click the Receiving tab.

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 Entering Receipt Correction Transaction

Step 3

Click the Correct Receipts link.

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 Entering Receipt Correction Transaction

Step 4
Enter PO Number in the Order Number field in the Search criteria.
Click Go button.

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 Entering Receipt Correction Transaction

Step 5

Enter the Correct Quantity in the Correct Quantity field.

Click the Continue button.

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 Entering Receipt Correction Transaction

Step 6
Verify the Change Quantity in the Change field.
Click Submit button.

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 Entering Receipt Correction Transaction

Step 7
Get Correction Confirmation.
End of Procedure.

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 Entering Return Transaction

In this lesson, the Receiver creates a Return for a PO.

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 Entering Return Transaction

Step 1

Click the APS iProcurement Super User link.

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 Entering Return Transaction

Step 2

Click the Receiving tab.

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 Entering Return Transaction

Step 3

Click the Correct Receipts link.

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 Entering Return Transaction

Step 4
Enter PO Number in the Order Number field in the Search criteria.
Click Go button.

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 Entering Return Transaction

Step 5

Enter the Return Quantity in the Return Quantity field.

Click the Next button.

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 Entering Return Transaction

Step 6
Select Reason from the LOV and enter RMA Number in the RMA field.
Click Next button.

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 Entering Return Transaction

Step 7
Verify the return details.
Click Submit button.

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 Entering Return Transaction

Step 8
Get Return Confirmation.
End of Procedure.

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 Viewing Receipt Transaction

In this lesson, the Receiver creates a Return for a PO.

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 Viewing Receipt Transaction

Step 1

Click the APS iProcurement Super User link.

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 Viewing Receipt Transaction

Step 2

Click the Receiving tab.

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 Viewing Receipt Transaction

Step 3

Click the View Receipts link.

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 Viewing Receipt Transaction

Step 4
Enter PO Number in the Order Number field in the Search criteria.
Click Go button.

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 Viewing Receipt Transaction

Step 5

Click on the Receipt link.

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 Viewing Receipt Transaction

Step 6
See the Receipt details.
End of Procedure.

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 Answering the Request for More Information

In this lesson, the Requestor answers the Request for More Information by the Approver.

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 Answering the Request for More Information

Step 1

Click the APS iProcurement Super User or APS iProcurement User link.

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 Answering the Request for More Information

Step 2

Click the Requisitions tab.

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 Answering the Request for More Information

Step 3

Click the Notifications tab.

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 Answering the Request for More Information

Step 4

Click the Subject link of the Notification.

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 Answering the Request for More Information

Step 5
Enter comments in the Answer box.
Click Submit button.
End of Procedure.

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