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Oracle Iprocurement 101018113112 Phpapp01
Oracle Iprocurement 101018113112 Phpapp01
Agenda
Overview
Setup Overview
Cataloging Process
Receiving in iProcurement
Returns
Correct Receipts
Procurement Card
iProcurement Overview
Requisition
Approvals
Orders
Receiving
Payment
Introduction
iProcurement
Workflow approval
Negotiations
& Awards
Purchase
Orders
Sourcing
Ordering
Receiving
Analysis
Supplier
Management
Payment
Supplier
Performance
iProcurement
Oracle
Inventory
Item
information
Oracle
Payables
Procurement
Cards (P-Card
transactions)
iProcurement
Oracle
Projects
Project/Task
information
Desktop Receiving
Requesters can receive orders in iProcurement and confirm receipt
of requested goods and services.
iProcurement automatically records the receipt transaction.
Setup Overview
Important Setups
1
Required
Optional
Define Realms
Optional
Set Up Attachments
Optional
Required
Optional
iProcurement Login
Cataloging Process
Cataloging Process
Internet Procurement module will hold all the items and details related
to the items in the form of a Catalog.
These catalogs will store the Sourcing information such as Blanket
Agreements or Catalog Quotations of suppliers where available,
besides storing the Requisition Templates. These information elements
will be extracted from the definitions in Core Purchasing module.
Users of Internet Procurement will be able to access items that are part
of the Unified Catalog hosted in iProcurement and generate
Requisitions from these catalogs. However, the items in a Catalog
visible to each user are restricted by the Realm(s) attached to the User,
if any.
The cataloging process will be controlled by the Purchasing
Administrator.
Define Catalog Server Loader Values window should be used for the
initial loading of item data into Internet Procurement unified catalogs.
Navigate to Oracle purchasing > SetUp>E-Catalog admin>Loader
Values
Clear the values in all Date fields in this screen (set to null) for initial
load. Else the data previous to the dates entered will be ignored for upload
as the loader only goes back and looks for things which have been
updated since these dates.
In Category extract zone, click the following boxes: extract categories,
template headers (if you want to load blanket templates), perform load
and write record. Specify the output file name. Press Extract Categories
button. This will kick off a concurrent process. When that process
finishes, continue with the Item Extract.
In the item extract zone, click the following boxes: contracts, "ITEM
MASTER" (if you're loading inventory items), template lines, (if you're
loading blanket lines) perform load and write record. Click on the Load
Items button to fire off the concurrent process.
Subsequent Loads
Description
Suggested
Commodities
Local
Iprocurement catalog
to which the buyer
adds items
Supplier hosted
Supplier webstore to
which the buyer links
directly
Configured Products
Informational
Location
Description
Local
Oracle
iprocurement
Punchout
Supplier or
Market place
Transparent
Punchout
Supplier or
Market Place
Informational Oracle
iprocurement
Stores
Stores are collection of similar Catalogs created to
enable an intuitive Shopping mall experience
Requestors choose the appropriate store to guide
finding the items they want to order
A Store can be configured to include any combination
of Local Catalogs, punch out catalogs, informational
catalogs and transparent punchout catalogs
Realms
A Realm is a set of access privilege to Catalog Content
Can be assigned to User or responsibility Level
Category realms to control access to Categories with
in any Local Content , by user or responsibility
Item Source realms to control access by user or
responsibility :
-Punchout Catalogs
-Transparent punchout Catalogs
-Informational Catalogs
Define Realm
Informational Template
iprocurement uses Informational Templates to pass
additional required information to the supplier
Informational Templates are setup in Purchasing but
used by iprocurement
Each Informational Template must be associated with
an Oracle Inventory Item or Category
iProcurement
With iProcurement employees can:
Create purchase requisitions using a web browser
Order from on-line catalogues
Track the progress of requisitions in process
Confirm receipt of requisitioned goods
Respond to workflow notifications to approve, reject, and reassign
purchase requisitions
Monitor the on-line approval process
Shopping lists
Catalogs
Choose items or
enter lines
Non-catalog
request
Purchase
Requisition
Catalogue Requests
Catalogue Search
Non-Catalogue Requests
Non-Catalogue Requests
Browse Categories
Browse Categories
Shopping Lists
Corporate Public
Corporate shopping lists are public
They contain requisition templates for frequently ordered set of items
You can order all the items on a corporate list or by selecting individual items
off a list
Shopping Lists
Users can search the items available in the Item Catalogue from Home
Page and click on Go
Items can be searched by entering item description, supplier name, price,
internal item code or currency in the Search field. The percent sign (%)
may be used as a wildcard which takes the place of missing characters in
the keyword.
Search results will show the relevant items with the list price defined in
Item Master as the Price in case no Agreements/Quotations are defined for
them.
Demonstration
Demonstration
In Shopping Cart page, system defaults a quantity of one for each line.
The user as required can modify the same by entering the required
quantity in the Quantity column.
Further, the user can add as many lines as required by using Return to
Shopping link which brings the user back to Shopping Page/
Catalogue Search Result page where further search can be performed.
User as required can delete if he/she wishes to delete the requisition
line by clicking on the delete button.
After completing the requisition, the user can select one of the
following options in the Shopping Cart page:
Save User can save the items in the Shopping cart and opt for checkout
process at a later time. This generates a requisition number. The Shopping
cart may be reopened for completion of checkout steps by using Open
Saved Cart feature in Shopping Cart page
Checkout This allows the user to enter detailed delivery and billing
instructions, both line specific or applicable to entire requisition.
Demonstration
Click to delete
items from cart
Demonstration
Demonstration
Check Out
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Demonstration
Managing Requisitions
In the home page, first five requisitions are displayed with Requisition
number, Description and Status.
Click on the Requisition number shows the requisition details and click on
the status shows the view action history of the requisition
My Requisitions
Requisitions Page
In the Requisitions page, the user can view requisition status using various
search criteria. User needs to click on the View dropdown list box and
select one of the following:
All My Requisitions
All My Groups Requisitions
The user can click the Go button to retrieve the relevant Requisitions as
per the selected criteria. The user can further select the desired Requisition
by clicking on the Select radio button for the relevant Requisition
Subsequently, the user can select any of the following actions for the
selected Requisition:
Copy To Cart
Cancel Requisition
Change
Complete
Requisitions Page
Requisition Details
Requisition Details
Managing Requisitions
Amendment/Cancellation of Requisitions
Copy To Cart
Change
Cancel Requisition
Complete
Amendment/Cancellation of Requisitions
Cancel:
User can cancel requisitions with all the statuses other than Incomplete.
However, user cannot cancel individual line items from a multi-item
requisition.
When user cancels a requisition, all line items in the requisition are cancelled.
User can cancel only one requisition at a time.
To cancel a requisition, the user needs to open the Requisition Page and select
the requisition that is required to be cancelled. Requisitions which have one or
more requisition lines placed on a purchase order cannot be cancelled.
If the Purchase Order is raised against the requisition line, then the
notification is sent to buyer whether it is acceptable to cancel the requisition
line. It is with the discretion of the Buyer whether to accept or reject since this
requisition line is already on a Purchase Order. When buyer accepts, then the
requisition / line shall be cancelled as per the user request. (Such requisitions
submitted for a change request shows the blue highlighted circle mark against
that requisition indicating that there is a pending change request).
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Change:
The Withdraw feature allows the Requester to pull a requisition from the
approval process, make changes to the requisition and resubmit for approval.
On the Requisition Page, user has to select the requisition he needs to change
and click on the Change button.
When user withdraws a requisition, the following options are available:
Change and Resubmit requisition: User will have to select this option if the
requisition needs to be withdrawn from the approval process for carrying out
modifications before resubmitting it for approval.
Cancel Requisition: User will be selecting this option if the items ordered in the
requisition are not required any more. If the user chooses this option, the requisition
will be placed in a status of Cancelled and cannot be resubmitted.
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Amendment/Cancellation of Requisitions
Resubmit:
User can resubmit only those requisitions that have a status of
either Returned or Rejected. Requisitions with any other status
cannot be resubmitted for approval.
Only one requisition can be resubmitted at a time.
Copy To Cart:
Copy the item information from the original requisition into the
shopping cart.
During the checkout process, you can modify the item quantity,
delivery, billing and approval information. You cannot modify the
item description, price, unit of measure, or supplier information.
Notifications
Notification Types
Notifications Page
Receiving in iProcurement
Receiving Process
Receiving Tab
Receiving Tab
Receiving Tab
Receiving Page
Receiving Details
Express Receive
Express Receive
Express Receive
Receiving Page
Receiving Details
View Receipt transaction history for your items using View Receipts
or My Receipts at a Glance in the Receiving page.
Returns
Return Process
Return Process
Receiving Page
Correct Receipts
Receiving Page
Procurement Cards(P-Card)
P-Card are corporate credit cards assigned to use when
requisitioning items from suppliers
P-card defaults on requisition in iprocurement
Purchase Order with P-card created in Purchasing
Supplier validates P-card and processes the Order
Card Issuer Validates P-card and invoices payables
Payables Validates P-card Invoices
P-Card Flow-Invoice
Load AP_Expense_Feed_Lines (through SQL*Loader
Script)
Submit the Credit Card Transactions validation
Program
Distribute Employee Card Transaction Verifications
Distribute Manager card Transaction Approvals
Create P-card Issuer Invoice
Run the Payables Open Interface Import with a
Source of Procurement Cards.