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R12 Procurement

• What is new in R12 Purchasing and iProcurement • Intro to Sourcing, Procurement Contracts, iSupplier Portal • Q&A

iProcurement R12 enhancements
• • • • • • Enhanced catalog authoring Difference summary for catalog changes Unified catalog Approval, revision control and archive for catalog data Content security – content zones Advanced approval support - OAM
• • • • Position hierarchy based approvals Parallel approvals Support for FYI notifications Graphical display of approval chain

• Enhanced requester driven change order management • Requester directed sourcing • Multiple search result layouts – updated paragraph or grid display

Procurement R12 enhancements • • • • • • • • • • • • • • Professional Buyers Work Center Procurement for Complex Services Multi Org Access Control (MOAC) E Business Tax Document Publishing Enhancements Communicate document attachments to suppliers OSN – rapid supplier enablement Maintain sourcing rules / ASL form agreement items Support for contractor purchasing users Compliance to packaging conditions Auto approval tolerances for change orders Model complex pricing for blanket line items Advanced approval support for requisitions New user interface for purchasing setups .

. Suppliers and Catalog Administrators • Online Authoring and File Upload from Buyer Work Center. with improved error review process • Difference Summary for Catalog Changes • Display changes between the revised vision and the last approved version. Revision Control and Archive • Buyer can review difference summary during approval • Buyer’s acceptance with line level disposition for all changes or only for those that exceed price tolerance. cXML. CIF and text files. changed and delete lines • Approval. iSupplier and iProcurement Catalog Administration Responsibilities • Industry standard formats for upload mode including OAG XML.Enhanced Catalog Agreement Management Description • Catalog Authoring Capability for Buyers. Revision Control and Archival capabilities are added to catalog content • Real-time catalog update • Extractor will be obsoleted. Visual indication for added. • Purchasing Approval Hierarchy.

Enhanced Catalog Agreement Management Overview Sourcing PBWC Buyer Sourcing Professional Award PO iP Admin Catalog Admin Bulkload / Online author Approve Buyer Catalog iP External Supplier Sites iSP Supplier Definitions: Buyer .Supplies goods or services to the buying organization Catalog Administrator .Performs catalog related activities within the buying organization Requester .Purchasing user Supplier .

Enhanced Catalog Agreement Management Benefits • Improve Catalog Management • Reduce the buying organization overhead in catalog management • Buyers can delegate catalog management to suppliers and catalog administrators • Online catalog authoring for quicker catalog update • Difference Summary to highlight the changes • Version control of catalog data • Streamline catalog creation and management • Catalog perpetually up-to-date and based on real-time data .

Supplier Site. Content Zones may be made accessible to users of specific Responsibilities or Operating Units. • Support for inclusion and exclusion rules. • Stores may contain multiple Content Zones. . • Ability to include Inventory items. Item Category and Browsing Category information. • Once defined.Content Security Enhancements Description • Control What Catalog Content To Show • Catalog Administrators can partition local catalog content into Local Content Zones based on items’ Supplier. • Content Zones may be assigned to multiple Stores.

Content Security Enhancements Partition Content 11.5.5. .10 Catai Cata Catalog Realms Release 12 Smart Forms Content Zone • • Release 12 Content Zones Replace 11. All Content Zones Support Operating Unit or Responsibility Security.10 Catalogs.

iProcurement – Content Security What’s New? Example: Local Content Inclusion Rule • The rules: • Include items from supplier X • Include items from category C Correspond to the red block of available content. Supplier Supplier X Supplier Y . Category C Category A Category B Category … ....

iProcurement – Content Security What’s New? Example: Local Content Exclusion and Inclusion Rules • The rules: Supplier Supplier X Supplier Y .. • Exclusion is useful when we need to exclude a single Supplier (e.... X) from many others (e. A-Z). • Exclude Supplier X • Include Category A • Include Category C Results in red blocks of available content.g. Category C Category A Category B Category … .g..

iProcurement – Content Security What’s New? Let’s Look at how category rules are defined: Include specific categories Include specific suppliers Make content accessible to specific user groups .

.iProcurement – Content Security What’s New? Example: Include Specific Categories (local content): Create Category Specific Stores (e.g. Legal Forms and Services) by creating one or more category specific Content Zones Include content for some users (e.. Novice Requesters). Buyers) that should not be available to the general public (e.. .g.g.

iProcurement – Content Security What’s New? Let’s Look at how supplier rules are defined: Include specific categories Include specific suppliers Make content accessible to specific user groups .

iProcurement – Content Security What’s New? Example: Include Specific Suppliers (local content): Include items on GBPA. BPA. Segregate Inventory and Externally Sourced content into separate Stores by creating multiple Content Zones with different inclusion settings. Requisition Templates from specific suppliers. . Quotation.

the Content Zone may be assigned to all. or some.iProcurement – Content Security What’s New? • Once content rules have been completed. users: Include specific categories Include specific suppliers Make content accessible to specific user groups .

Operating Units. . or all Users.iProcurement – Content Security What’s New? Assign Content Zone to specific Responsibilities.

Content Security Enhancements Benefits • Increase Security • Inclusion and Exclusion rules provide more control over content. • Responsibility and Operating Unit assignments enable specific user sets to access specific catalog content. • Improve Usability • Single feature-set replaces and enhances functionalities previously provided by Realms. and Extractor. . Catalogs. System Profiles.

Requester Driven Change Order Mgmt • Change Order Approval and Routing Based on Tolerances • Requester’s and Supplier’s changes are routed to the requester’s approval hierarchy • PO changes are routed to to buyer for approval • Bypass approval for changes within tolerances .

promise date .Requester Driven Change Order Mgmt Benefits • Enhanced Requester Driven Change Order Management • Streamlines the Change Order Process • Tolerances to indicate when a requester initiated change should be routed to the requester hierarchy for approval • Tolerances and options to determine the need for buyer’s approval • Auto-approval for minor changes • Flexible Tolerances • Simple user interface for managing tolerances instead of using workflow attributes • Minimum/Maximum increment by amount or percentage • Multiple attributes: document amount. need by date. line amount. unit price.

Usability Enhancements • Search & Browse within Stores • Paragraph and Grid Layouts • Grid Format – allows requesters to differentiate between similar items effectively. • Item Details and Comparison Page Layout Enhanced • Create and maintain multiple Favorites Lists. • List of Values (LOVs) capability are enhanced. • Provides users with tools to find the values they are looking for easily and effectively • Enhancements include: • Sorting Capability • Expanded Search Criteria .

When they are hidden. UOM and action buttons appear on last rows of each item description . three columns of descriptors appear Price.Usability Enhancements Paragraph Search Skin 2 column layout ensures sufficient spacing with item image Images may be hidden.

Usability Enhancements Paragraph Search Skin 3 columns format allows more information to be displayed .

.Usability Enhancements Search Skins – Grid Format The grid format allows users to differentiate between similar items more effectively.

Usability Enhancements • Advanced Approvals Enhancements • Parallel Approvals • Notifications are sent out to multiple people simultaneously to speed up the approval process • Support for Viewers • FYI notification. approval is not needed • Position Hierarchy Support • Graphical Approval Path UI Display .

.Advanced Approvals Enhancements Example – Approval List Takes you to add approver/viewer.500 is created. The req will need to be approved by the position hierarchy chain and the Facilities Management Group. delete approvers Parallel Approval • A requisition for furniture totaling $4.

Advanced Approvals Enhancements Example – Add Viewers Option to add Viewers to the Approval List .

Advanced Approvals Enhancements Example – Add Viewers Viewer .

Usability Enhancements Benefits • Increase Flexibility • Users can specify their search results layout preference: Paragraph or Grid • Users can maintain and manage multiple favorites lists • Users have more options when searching using List of Values (LOVs) • Improve Ease of Use • Updated user interface provides requesters with more intuitive and userfriendly layout • Allows users to identify desired information quickly .

requiring less maintenance work • Provide Intuitive Graphical View of Approval List • Graphical View for Approval List provides users with quick view of the approval list and status .Usability Enhancements Benefits • Speed up Approvals Process While Still Maintaining Oversight • Requisition can be routed to multiple approvers simultaneously • Increase Flexibility for Setting up Approval Routes • Voting Regime allows enterprises the flexibility in defining approval rules • Reduce Setup Efforts • Approval rules can be defined once and be leveraged across multiple products.

Oracle Purchasing – Delta Summary • • • • • • • • • • • • • • Professional Buyer’s Work Center Enhanced Catalog Access Document Styles Multi-Org Access Control Document Publishing Enhancements Communicate Document Attachments to Suppliers Maintain Sourcing Rules/ASLs for Agreement Items Complex Services Procurement Support for Contract Purchasing Users Supplier Packaging Constraints E-Business Tax Model Complex Pricing for Blanket Line Items Mass Re-pricing of Purchasing Documents Auto-Approval Tolerances for Change Orders .

Professional Buyer’s Work Center Feature Description • • • • • • Requisitions • • • • • • View and Process Requisitions into Orders or Sourcing Events Create and Manage Purchase Orders Create and Manage Blanket and Contract Purchase Agreements Manage Procurement Contract Deliverables Access Oracle Sourcing Create and Manage Supply Base Orders Agreements Deliverables Negotiations Suppliers .


One requisition line can be associated with one purchase order line. Profile Value Description Default Requisition Group requisition lines using the default grouping.Professional Buyer’s Work Center Implementation Considerations • Requisition Management – Profile Options • PO: Document Builder Default Document Type The document type that is defaulted into the document builder region. Group requisition lines using requisition grouping. One or more requisition lines can associated with one purchase order line. Profile Value Add to PO New Auction New PO New RFQ Description Add to an existing Purchase Order Create a new Sourcing Auction Create a new Purchase Order Create a new Sourcing RFQ • PO: Default Requisition Grouping The default for grouping requisition lines onto a Sourcing RFQ/Auction or PO. .

.Professional Buyer’s Work Center Customization and Extensibility Options • Customers can create custom views using personalization feature in all inquiry pages.

the PBWC Combines Ease-of-Use with Power Capabilities to Track.Professional Buyer’s Work Center Benefits • Increases Productivity • • • • Central Place for Buyers to Perform Day-to-Day Tasks Optimized for Shared Service Centers Streamlined Interface Increases Efficiency Pre-Seeded or Custom Views for quicker access to information and prioritize tasks • Designed for Procurement Professionals. Manage and Control all Strategic and Tactical Activities. .

Enhanced Catalog Access
Feature Description
• iProcurement like Search Capabilities for Purchasing Users • Add Catalog Items to Purchase Orders and Agreements • Replace non-catalog requests with lines from the catalog

Document Styles
Feature Description
Assign Display Names to Document Types

Enable/Disable Features

Document Styles
Implementation Considerations
• Document Styles is a new concept in Release 12. It is a configuration tool that reduces the complexity of the application by allowing procurement managers to control the available functionality and the display of PO documents.  • A document style is mandatory on a PO document. The style setting controls the document display on the HTML UI for document creation, update, and viewing of individual document, as well as the allowable values during the document creation and update. • A style can only be applied at the start of document creation. It cannot be replaced with another style or removed from a document. • Standard Style: This will be the only seeded style and will be used for upgrade of the documents created
prior to R12.

• Non-standard style:

• Any new styles created in R12 are considered non-standard. • Purchasing documents with these styles can only be created and processed through the Work Center.

Multi-Org Access Control Feature Description OLD PROCESS Application Responsibility A Application Responsibility B Application Responsibility C Operating unit X Operating unit Y Operating unit Z NEW PROCESS Application Responsibility A Operating unit X Operating unit Y Operating unit Z .

• If customer is not leveraging MOAC.the group of operating units that can be accessed in HTML Orders • MO: Default Operating Unit .the default OU that should be used when creating new POs. • Select Human resources responsibility to create the security profile (Security -> Global Security Profile (Function PERWSSCP-GLOBAL) . The following new profile options need to be set for MOAC • MO: Security Profile .Multi-Org Access Control Implementation Considerations • New Profile Options Entire Purchasing functionality requires the Multi Org Access Control (MOAC) setups to be configured correctly. they can continue to use R11i profile option ‘MO: Operating Unit’.

5.0 11.10 New in Release 12.Document Printing Enhancements Feature Description XSL-FO Purchasing Layout XML Publisher PO Output Purchasing XML New in Release 12.0 XSL-FO Purchasing Layout XML Publisher PO Output in Multiple Formats Purchasing XML Release 12 .

Drawings) URLs . MS Word.g.Communicate Document Attachments to Suppliers Attachment Type 11i10 and Before r12 Notes to Supplier Long/Short Text Files (e.

Maintain Sourcing Rules/ASLs for Agreement Items • New Concurrent Program Introduced • Designate agreement usage in Specific Regions or Plants • Extend rule effectivity after renewing Blanket Agreements • Maintain rules for all Operating Units enabled to buy off an Agreement .

Support for Contractor Purchasing Users Feature Description • Allow Contingent Workers to Participate in Purchasing Activities • Raise and Approve Requisitions • Create. and Approve Purchase Orders • Receive Goods and Services • New Profile Option HR: Expand Role of Contingent Worker Profile Value Yes No Description Allow Contingent Workers to Create and Approve Purchasing Documents Do Not Allow Contingent Workers to Create and Approve Purchasing Documents . Maintain.

PO placed for 10 cases of 12 PURCHASE ORDER 4. PO complies to Supplier packaging constraints SUPPLIERS . Min-max creates Replenishment Request for 116 Eaches Min-Max 2.Compliance to Packaging Constraints New Process Inventory 1. Apply Constraints • Order Modifier • UOM Conversion • Rounding New Quantity = 10 New UOM=Cases of 12 REQIMPORT Purchasing 3.

E-Business Tax Integration Feature Description Prior to E-Business Tax • Basic tax setup – tax codes and tax groups • Fragmented tax solution across E-Business Suite modules With E-Business Tax • Comprehensive solution addressing complex tax requirements • Single point tax solution across E-Business Suite – Multiple tax engines – Duplicate tax setup – Fragmented data storage – Duplicate 3rd party integration – Single interface: tax setup and 3rd party integration – Uniform services – Single repository Note: Please refer to the e Business Tax TOI for more information on this feature .

Model Complex Pricing for Blanket Line Items Pricing Transactions Blanket Agreement Line Price Pricing Engine Price Break Custom API Price List Requisitions Leverage Oracle Advanced Pricing to model Complex Pricing Scenarios Orders • • • • Formula Modifiers Oracle Advanced Pricing Benefits Bring Agreements with Complex Pricing Requirements Online Accurate Pricing of Transactions without the need for Manual Overrides Decrease Supplier over billing Save Cost by ensuring all available discounts are applied .

0 . Modifiers Custom Pricing API Revise Pricing Data New in Release 12.Mass Re-pricing of Purchasing Documents Feature Description Orders Blanket Purchase Agreement Advanced Pricing Price Lists.

Auto-Approval Tolerances for Change Orders Eliminates need for Workflow Customizations Set tolerances by document type New tolerance attributes introduced .

Advanced Approvals Support for Requisitions Description • Parallel Approvals • Notifications are sent out to multiple people simultaneously to speed up the approval process • Position Hierarchy Support .

organizations may need to involve more approvers • With parallel approvals.Advanced Approvals Support for Requisitions Parallel Approvals • In 11. Sarbanes-Oxley Act).10. several approvers can be simultaneously notified for a given requisition.g.5. approvers for a given requisition are notified sequentially • To satisfy regulatory requirements (e. thus speeding up the requisition approval process • Parallel approvals can be setup within an approval group or for individuals .

Advanced Approvals Support for Requisitions Voting Method • A Voting Method is a way of sequencing the approvers within an approval group/chain of authority • Types of voting methods • Consensus • All approvers must respond. but only the action of the first approver to respond will be recorded . Approvers will receive notifications in parallel • First Responder Wins • Approvers will receive notifications in parallel.

even if individual employees leave their organization. or transfer within it . the integration with Oracle Approval Management (AME) also supports Position Hierarchy • Approval routing structures using positions and position hierarchies remain stable.Advanced Approvals Support for Requisitions Position Hierarchy Support • In addition to the Employee/Supervisor Hierarchy support.

then requires approvals up to first two positions up based on position hierarchy ―If the item’s category is [IT.Advanced Approvals Support Example • Business Rules: • If requisition < $5.000.EQUIPMENT] then require approval from IT Approval Group ―IT Approval Group is in parallel to position hierarchy approval chain .

EQUIPMENT] Since req total is between 0 and 5000.Advanced Approvals Support Example – Approval List Approval Group returned in Approval List since Item Category is [IT. The req will need to be approved by the position hierarchy chain and the IT Approval Group. the first 2 positions up (based on the Position Hierarchy Rule) is generated • A requisition for computers totaling $4.500 is created. .

delete approvers Parallel Approval • A requisition for computers totaling $4.500 is created. The req will need to be approved by the position hierarchy chain and the IT Approval Group.Advanced Approvals Support Example – Approval List Takes you to add approver/viewer. .

Advanced Approvals Support Example – Add Viewers Option to add Viewers to the Approval List .

Advanced Approvals Support Example – Add Viewers Viewer Icon .

Advanced Approvals Support Example – View Req Status • The Approval Graphical View shows the following: •Tom Gallant has approved the requisition •The requisition is currently pending approvals from the IT Approval Group and Maria Menudo .

and maximize performance.Sourcing At-a-Glance Buying Professional Identify Suppliers & Opportunities Define Strategies & Negotiations Conduct OnLine Negotiations Analyze & Award Approve & Issue LOB Stakeholder Supply Base “Strategic sourcing is emerging as the leading strategy to control costs.” . capture innovation.

Oracle Sourcing & Sourcing Optimization Source More of Your Spend Source for Lowest Total Cost Create Immediate & Long-Term Savings Identify Suppliers & Opportunities Define Strategies & Negotiations Conduct OnLine Negotiations Analyze & Award Approve & Issue Operations Contract Mgmt Purchasing Finance Increase the Effectiveness & Efficiency of Strategic Sourcing .

Efficient Online Negotiations Slash Cycle Time by Eliminating Manual Processes View responses and monitor bidding activity in real-time Drill into individual sourcing events View new incoming supplier messages and incomplete tasks .

Enforce policy compliance (e.Knock-out criteria enforcement .Side-by-side comparison • Analyze Online for Faster. Better Awards . lots.. multi-source rqmts.View award details .Enable selection of suppliers.g. or specific lines through flexible awards . MBWE suppliers) • Use Award Summary & Recommendation .Automatic bid scoring .Facilitated Online Bid Comparison Make Faster Award Decisions • Use Bid Data to Reduce Manual Effort .

Automatic Scoring of Requirements Quickly Identify the Best Qualified Suppliers Requirements Weight Value (Score) Yes (100) No (0) > 14 (100) 10-14 (75) 5-10 (50) < 5 (0) > 19 (100) 11-19 (50) 1-10 (25) Quote Response 990 Score No 15 0 35 Are you ISO certified? Number of years in business 25% 35% Number of shipping locations 40% 35 40 • Automatically eliminate suppliers that score below minimum Total Score Calculated by Oracle Sourcing 75 requirements • Automatically exclude non-compliant suppliers from shortlists .

templates and deliverables Central Terms Library • Clearly define enforceable and automated standard policy and procedure • Specify document format with flexibility to accommodate regional variations • Provide comprehensive revision control via notification-based workflow with approval rules Support Compliance and Oversight Requirements .Centralized Terms Library Ensure Consistent Contract Standards • Capture standard contract clauses. variables.

Expert-Based Authoring Produce Compliant Contracts Contract Industry Segment? • Configurable rules drive terms selection for complex contracts Commercial Template Government . supplier. etc. . Over $50k? • Clauses default based on product. contract value. • Author high quality contracts with minimal legal supervision Draft No Yes Responses Drive Clause Selection Add Clauses • High Value • Insurance Contract . .

Automated MS Word Synchronization Quickly and Accurately Integrate Offline Redline Edits into Contracts • Streamline internal Contract Administrator Synchronize Download collaboration and supplier negotiation by allowing key stakeholders to be involved in the contract review process • Improve contracting efficiency while reducing effort Legal Review Supplier Acceptance • Minimize errors and risk from manual updates Supplier Legal .

etc.pdf business document • Easily tailor to • Generate Variable Substitution .Automatic Document Generation Eliminate Manual Re-Keying • Automatically substitute negotiated terms in printed document each business unit’s standard format – logos. layout. headers. standard .

Clause Usage Analysis Search Contracts To Analyze Clause Usage & Modification Quickly determine number of incidents Identify and view contracts with nonstandard clauses • Improved legal discovery on contracts across multiple organizations • Better insight into effectiveness of current standard language usage • Enhanced visibility into contract standards requiring revision Al po icy de via tio ns ar re or ed to ap pr ve s alo ng sid e cla us de via tio ns in .

Contract Deliverable Tracking Monitor Supplier Performance  Example Deliverables • • • • Generate monthly milestone progress reports Provide a prototype within 3 months of contract signing Perform site visit and inspection Provide proof of compliance to industry standards Define Deliverable Send Notification Manage Deliverable Escalate When Necessary • Based on contract T’s & C’s recurring external • Notify individuals or groups partners • Track progress • Indicate failure or completion documents • Define escalation criteria • One-time and • Internal or • Notify trading • Escalate to supervisor • Attach supporting • View status change history .

Manage Contract Deliverables Track internal commitments & contractual obligations Track Contractual Responsibilities and Key Administrative Tasks Clearly defined ownership Deliverable status at a glance • Alert Any Compliance Risk and Highlight Non-Compliance • Review Compliance Status Before Authorizing Payments • Track Approval History .

Prospective Supplier Registration Reduce Overhead with Self-Service Registration Supplier Requests Supplier Registration Review & Approval • Use corporate website to allow interested prospective suppliers to register • Configure qualification • Define req. elements of supplier profile details captured during registration • Use request details to • Enable approvers to update details customize approval flow • Include customized questionnaires* as part of registration • Notify suppliers via email once registration request has been approved / rejected * Requires iSurvey .

Supplier Management User-Interface Streamlined Supplier Profile Management To Do List for requests Create supplier Search or drill down to supplier details .

Q & A .

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