EDU3FCBY

Oracle Purchasing
Release 12 Migration
Copyright © 2007, Oracle. All rights reserved.

Objectives
After completing this module, you should be able to:

• Describe and use the new features in Release 12 of
Oracle Purchasing.
• Set up the new features in Release 12 of Oracle
Purchasing.
1-2 Copyright © 2007, Oracle. All rights reserved.

Agenda Part 1
• Professional Buyer’s Work Center

• Enhanced Catalog Access
• Document Styles
• Procurement for Complex Services
• Multi-Org Access Control
• E-Business Tax
• Document Publishing Enhancements
• Communicate Document Attachments to Suppliers
• Oracle Supplier Network

Agenda Part 2
• Maintain Sourcing Rules/ASLs for Agreement Items

• Support for Contractor Purchasing Users
• Compliance to Packaging Constraints
• Auto-Approval Tolerances for Change Orders
• EAM Support for Services Procurement
• Model Complex Pricing for Blanket Line Items
• Mass Re-pricing of Purchasing Documents
• New User Interface for Oracle Purchasing Setups
• Advanced Approval Support for Requisitions

Agenda Part 1

• Document Styles
• E-Business Tax

Professional Buyer’s Work Center
Description
Web-based user interface models:

• View and act upon requisition demand
• Create and manage orders and agreements
• Manage contract deliverables
• Run negotiation events including auctions and RFxs
• Manage supplier information

Benefits
Increases Productivity
• Optimized for shared service centers
• Streamlined interface increases efficiency
• Pre-Seeded or Custom Views for quicker access to
information and prioritize tasks

Overview
• Work Center tabs:

– Requisitions: View and Process Requisitions into Orders
or Sourcing Events
– Orders: Create and Manage Purchase Orders
– Agreements: Create and Manage Blanket and Contract
Purchase Agreements
– Deliverables: Manage Procurement Contract Deliverables
– Negotiations: Access Oracle Sourcing
– Suppliers: Create and Manage Supply Base

Requisition Management
A streamlined HTML user interface to look up and act upon

requisitions.
• Create purchase orders and solicitations for bids
• Return requisition lines to requestors
• Reassign requisition lines to other buyers
• Split requisition lines in order to source from multiple
suppliers
• Replace one-off non-catalog requests with catalog
items
• View draft, approved, and processed requisitions

Guided Demonstration 1 Overview:
Using Professional Buyer’s Work Center
This Guided Demonstration covers the following topics:

• Creating requisition
• Creating a purchase order from a requisition
1 - 10 Copyright © 2007, Oracle. All rights reserved.

Practice 1 Overview: Creating a Purchase Order
in the Buyer’s Work Center
This practice covers the following topics:

• Creating a requisition in iProcurement
• Creating a purchase order from a requisition

Requisition Management – Key Profile Options
• PO: Document Builder Default Document Type

– The document type that is defaulted into the document
builder region within the demand workbench.
Profile Value Description

Add to PO Add to an existing Purchase Order
New Auction Create a new Sourcing Auction
New PO Create a new Purchase Order
New RFQ Create a new Sourcing RFQ

Requisition Management – Key Profile Options
• PO: Default Requisition Grouping

– The default for grouping requisition lines onto a Sourcing
RFQ/Auction or Purchase Order.

Group requisition lines using the default grouping. One
Default or more requisition lines can be associated with one
purchase order line.
Group requisition lines using requisition grouping. One
Requisition requisition line can be associated with one purchase
order line.

Implementation Considerations
• Oracle Sourcing
– Directly Access Oracle Sourcing to Create and Manage
Negotiations
• Oracle Procurement Contracts
– Associate Clauses and Deliverables with Purchasing
Documents
• Oracle Services Procurement
– Create Purchase Orders to Procure Complex Services

Agenda Part 1

• Document Styles
• E-Business Tax

Enhanced Catalog Access
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

Benefits
Easy access to pre-negotiated content

• Reduces non-catalog spend
• Increases savings by leveraging negotiated pricing
Increases User productivity
• Reduces search time to discover items

Setup Preferences
Customizing catalog access:

• Use Shopping Purchasing Preferences to define your
view into the catalog including:
– Default store
– Search results per page
– Search results layout
• Use the Favorites Lists Preferences to default your
default favorites list

Agenda Part 1

• Document Styles
• E-Business Tax

Document Styles
Description
• Document Styles
– Control the look and feel of the application to match the
needs of different purchasing documents.
– Turn on or off various Oracle Purchasing features,
simplifying the user interface.

Document Styles
Benefits
• Name documents
– Name purchasing documents to match deploying
organization’s business and naming conventions
• Enable/disable features
– Increase user productivity by optimizing UI for targeted
usage
• Reduce application complexity
– Simplify user interface by reducing clutter

Document Styles
Process – Source Document Reference
 Requisitions
Style of the source document should be compatible
–
with the requisition line
 Purchase Documents
– A purchase document and its source document
should have the same document style

Guided Demonstration 2 Overview:
Creating and Using Document Styles
This Guided Demonstration covers the following topics:

• Creating a document style
• Using a document style in Professional Buyer’s Work
Center

Agenda Part 1

• Document Styles
• E-Business Tax

Procurement for Complex Services
Description
• Automates acquisition of complex services

• Complex Services Procurement is characterized by:
– High dollar value projects
– Long lead time delivery schedules
– Complex Payment Terms
– Progress payments based on work completion
– Contract Financing
• Commodities of Interest
– Professional Services
– Engineering Services
– Construction Services

High Level Business Flow
Request for Source Author Track Process

Service Contract Progress Payment
 Author Contract
 Supplier and Contracting Officer
sign off on Contract
 Supplier reports progress
 Progress is certified by Facilities
Manager, and/or Project Manager

New Purchasing Features
• Define Document Styles

• Author Complex Service Contracts
– Create Complex Service Contract from Requisition
– Define Progress Payment Schedule
– Define Terms for Retainage
– Define Terms for Contract Financing including Advances
• Monitor & Track Contract Status/Progress
• Manage Contract Changes

Benefits
• Streamline and automate procurement of the complex

services Spend Category.
• Ensure compliance with 360º visibility to all aspects of
the contract lifecycle.
• Reduce acquisition costs through seamless
collaboration with key stakeholders.
• Minimize acquisition risks by using negotiated payment
terms

Required Products:
• Oracle Purchasing
– Contract with complex payment terms
– Progress payment schedule
– Track execution of contract
– Create work confirmation
• Oracle Services Procurement
– Use of fixed price services and temp labor functionality

The following products are optional:

• Oracle Payables
• Oracle Sourcing
• Oracle Procurement Contracts
• Oracle iProcurement
• Oracle iSupplier Portal
• Oracle E-Tax
• Oracle Enterprise Asset Management

Agenda Part 1

• Document Styles
• E-Business Tax

Multi-Org Access Control
Description
Multi-Org Access Control (MOAC)

• Access multiple operating units from a single
application responsibility
• Enable shared services while maintaining operating
unit security

Benefits
Streamlined Shared Service Center Operations

• Access, process, and report on data for multiple
operating units from within a single applications
responsibility
• Eliminates the need to switch application
responsibilities in order to service multiple operating
units

MOAC Effects – Forms and Pages
UI Changes with MOAC:

• New Operating Unit field on many pages and forms
• Buyers can use the MOAC field to select an operating
unit from the list that is approved for their
responsibility

Public APIs
• Public APIs modified to accept Operating Unit as a

parameter
• Example Public APIs modified:
– PO Change API – POXCHN1B.pls
– Cancel PO API – POXPDCOB.pls
– Price Control API – POXPCPRB.pls

Agenda Part 1

• Document Styles
• E-Business Tax

E-Business Tax
Description
• A new infrastructure for tax knowledge management

and delivery.
• Provides a global system architecture that is
configurable and scalable for adding country specific
tax content.
• Delivers tax services uniformly to Oracle E-Business
Suite business flows through one application interface.

E-Business Tax
Benefits
Prior to E-Business Tax With E-Business Tax

• Basic tax setup – tax • Comprehensive solution
codes and tax groups that addresses complex tax
requirements
• Fragmented tax solution • Single point tax solution
across E-Business Suite across E-Business Suite
modules – Single interface: tax setup
– Multiple tax engines and 3rd party integration
– Duplicate tax setup – Uniform services
– Fragmented data storage – Single
– Duplicate 3rd party repository
integration

E-Business Tax
Process – Tax Calculation
• Purchase documents
– Purchase Requisitions
– Internal Requisitions
– Standard Purchase Orders
– Planned Purchase Orders
– Blanket Releases
– Scheduled Releases
• Tax calculation events
– Transaction line creation
– Transaction line update

E-Business Tax
Setup
• Customers with pre-R12 tax setup can continue using tax

solution without modification
- No further setup necessary
- Tax functionalities similar to pre-R12 tax solution
• Customers with pre-R12 tax setup who want to utilize E-
Business Tax new functionalities
- Additional E-Business Tax setup needed
- Enhanced or full tax capabilities
• New Installations
- New E-Business Tax setup necessary
- Enhanced or full tax capabilities

• Oracle E-Business Tax

– Tax setup
– Tax calculation
– Other tax services

Agenda Part 1

• Document Styles
• E-Business Tax

Document Publishing Enhancements
Description
New Formats Supported:
Microsoft RTF Adobe PDF

Description
• In release 11.5.10, purchasing administrators had to

specify the layout template for each document type
using the document types setup form.
• With Release 12, buyers can print purchasing
documents on demand using any of the pre-defined
layout templates.

Benefits
• Design document layouts

• Publish documents in multiple formats
• Generate government forms

Setup and Process
SETUP PROCESS
Create document
with Contract
Design Document Terms Open SRS form
Layout to run PDF
generation program
Specify layout
Upload Layout Yes
Print document in
various formats?
PDF generated
No
No action

Setup – PDF Template
To set up the PDF template:

1. Open the PDF template in Adobe Professional.
2. Enable the option so that you can view the tags
associated with each field.
3. Replace the field tags with the corresponding system
code.
• The system codes for the purchase order XML is
published in the ‘Document Printing and
Communication’ white paper, available from Oracle
Metalink.

Setup – RTF Template
To design purchase order layouts in RTF format:

• Install Oracle XML Desktop
• After the installation, the Microsoft Word tool bar
displays an additional menu called “Template Builder”
• Various options within the menu assist in creating an
RTF template

Setup – Upload Template
• After creating layout templates, upload them to Oracle

XML Publisher
• The code must be unique and the application should be
“Purchasing”
• Once the layout templates are uploaded to Oracle XML
Publisher, you can reference them in the Document
Types setup page
• Use the layout template specified in the Document
Types page to print purchasing documents
in Adobe PDF format.

Process – Printing in Procurement Flow
Buyer Approver Supplier
Review Draft Print Purchasing
document in Adobe
PDF format
Approve PDF file attached
to approval
notification
Sign View PDF from View PDF from
signature notification signature
notification
Communicate Print/Email/Fax PDF View PDF in
document to supplier Email
Amend View PDF with View PDF with View PDF with
changes changes changes
View View PDF file for View PDF file for View PDF file for
current and prior current and prior current and prior
revisions revisions revisions

Process – Print Purchasing Document
Navigate to the Requests form to launch the ‘PO Output for

Communication’ concurrent program
• This program allows buyers to generate purchasing
documents in Adobe PDF format using pre-defined
layout templates.
• The concurrent program has been enhanced to include
two additional parameters:
– Purchase Order Layout
– Contract Terms Layout

Oracle XML Publisher (Required)

• Store layout templates
Oracle Procurement Contracts (Optional)
• Ability to print contract terms and conditions

Agenda Part 1

• Document Styles
• E-Business Tax

Document Attachments
Description
Email Attachments to Supplier

• Attachments Sent Along with PDF Document
• Includes Text Attachments, Notes, Files and URLs
• Attachments Compressed as .zip Files
• Failure Notifications Sent to Supplier and Buyer

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

Benefits
Streamline Document Communication

• Eliminate manual processing

Process
PROCESS
Create Purchasing Attach Files at

Approve
Document Appropriate
Document
(e.g. PO, Agreement) Levels
Attachments
No Any Other No
Exceed Size
Errors?
Limit?
Yes Yes
Email Documents Email Document

Without And Attachments
Attachments To Supplier
Notify Buyer &

Supplier of Error Automated process

Document Attachments Setup
SETUP
Specify PDF as
Output Format
Enter Maximum
Attachment
Size
Define Email
Attachment
Filename

Setup – Define Purchasing Options
Specify Purchasing Options for each operating unit on the

Document Control form. You can specify:
• Specify output format
• Attachment size
• Attachment filename

Agenda Part 1

• Document Styles
• E-Business Tax

Oracle Supplier Network
Description
• Electronic transaction delivery service for Oracle Purchasing

customers and their suppliers
• 24X7, Oracle hosted service providing centralized message
management, routing, and monitoring
• Global community of XML-enabled suppliers available for
messaging
• Supports six PO-related XML transactions
– Outbound  PO & PO Change/Cancel
– Inbound  PO Acknowledgement, SO Change, ASN, & Invoice
• Dual messaging hubs allow for separate test
and production transaction routing

Transacting Over Oracle Supplier Network
Oracle EBS Supplier
Oracle Supplier
Network
Oracle EBS HTTP/S Supplier
OAG over OXTA SMTP
On-Line
Oracle EBS
Supplier

Oracle Supplier Network Support Transactions
with Purchasing
Purchasing OSN
Purchase Order
OAG Process PO 007 cXML OrderRequest
PO Change / Cancel
OAG Change PO 006 cXML OrderRequest (update)
PO Acknowledgement
OAG Acknowledge PO 008 cXML ConfirmationRequest
Change Sales Order

OAG Change Sales Order 008 no cXML equivalent
Advance Ship Notice
OAG Show Shipment 005 cXML ShipNoticeRequest
Invoice
OAG Process Invoice 002 cXML InvoiceDetail

Benefits
• Reduce messaging costs / IT Support

– Scale electronic transaction delivery to more suppliers
with less effort
• Decrease PO fulfillment cycle time
– Machine-to-machine delivery enables real-time order
processing
– Eliminate lost transactions and data entry errors
• Increase opportunity for pricing leverage
– High volume suppliers open to pricing
discounts for electronic PO delivery
– Reduced transaction costs provides
opportunity to renegotiate contracts

New Features
• Certified R12 connectivity

• Multi-user accounts and role based security
• Self-service document management
• iSupplier Portal punch-in integration
• User-subscribed transaction notifications
• Self-testing tools to expedite connectivity

Consider using Oracle Supplier Network if your

organization communicates Purchasing documents
electronically with your suppliers.

Agenda Part 2


Maintain Sourcing Rules/ASLs for Agreement
Items
• New Concurrent Program

• Designate agreement usage in specific regions or
plants
– Extend rule effectiveness after renewing blanket
agreements
– Maintain rules for all operating units enabled to buy off
an agreement

Items Benefits
• Provides tighter control for fulfilling requisition demand

– Source demand for all inventory organizations within an
operating unit
– Source demand for a subset of inventory organizations
within an operating unit
• Eliminates manual setup
– System creates business rules based on user
defined parameters

Items - Define Rules for a Specific Plant
San Diego Boston
Item for West Coast Ops
• Supplier = Advanced
Network Devices
Item for East Coast Ops
• Supplier = Prouty
West coast East coast Industrial Supply
supplier supplier

Agenda Part 2


Support for Contractor Purchasing Users
Description
Allow Contingent Workers to Participate in Purchasing

Activities
• Raise and Approve Requisitions
• Create, Maintain, and Approve Purchase Orders
• Receive Goods and Services

Benefits
• Leverage external expertise

– Outsource procurement functions to third parties
– Provide operational support to on-site contractors
– Maintain compliance
• Contingent Workers Not Defined as Employees

Setup
SETUP
Set Profile Option
Define Contingent
Worker In HR
Create User
Assign Applications
Responsibilities to User
Assign Buyer Role

To Contingent Worker

Setup – Set Profile Option
HR: Expand Role of Contingent Worker

• Use this profile option to determine whether contingent
workers can perform the same tasks in Oracle
Purchasing as employees

Allow Contingent Workers to Create and Approve
Yes
Purchasing Documents
Do Not Allow Contingent Workers to Create and Approve
No
Purchasing Documents

• Oracle iProcurement
– Contingent Workers Can Raise and Approve Requisitions
– Contingent Workers Can Submit Change Order Requests
– Contingent Workers Can Approve Change Order
Requests
• Oracle Sourcing
– Contingent Workers Can Create and Manage Negotiations
• Oracle Daily Business Intelligence
– Contingent Workers are Measured and
Tracked Just Like Employees

Agenda Part 2


Compliance to Packaging Constraints Description
Existing Process
1. Min-max creates
Replenishment Request
Inventory for 116 Eaches
Requisition import
2. PO placed
for 116 Eaches
Purchasing
Purchase order 3. PO violates packaging

constraints:
– Packaging UOM - Case of 12
Suppliers – Minimum Order – 10 Cases

Compliance to Packaging Constraints Description
New Process
1. Min-max creates
Replenishment Request
for 116 Eaches.
Inventory
Requisition import 2. Request modified.
3. PO placed for
10 cases of 12.
Purchasing
Purchase order
4. PO complies with
supplier packaging
Suppliers constraints.

Compliance to Packaging Constraints
Benefits
• Increases
– Compliance to supplier shipping and packaging
constraints
• Reduces / Eliminates
– Order processing and inventory costs
– Shipment delays
– Decimal order quantities

Process Summary
PROCESS
Start ReqImport
Apply Order
Modifiers
Perform UOM
Conversion
Perform Quantity
Rounding
Continue with
ReqImport Automated
Processing process

Process – Apply Order Modifiers
PROCESS
Is Req Qty less

Yes Req Quantity = Minimum
than Minimum
Order Quantity
Order Qty
No
Req Quantity = (Round Up( Req Quantity / Fixed

Lot Multiple)) * Fixed Lot Multiple

Process – Perform UOM Conversion
PROCESS
Yes Use ‘Unit of Issue’

Is item sourced
of Source Org to perform
internally?
UOM Conversion
No
Does requisition Use UOM

Yes
have source document on Source Doc to perform
reference UOM Conversion
No
Use ‘Purchasing UOM’ on

ASL to perform
UOM Conversion

Process – Perform Quantity Rounding
PROCESS
Is Decmal Value
Yes Round up
on Req Qty less than
requisition quantity
Rounding Factor
No
Round down
requisition quantity
Example: Requisition Quantity = 150.65

Rounding Factor Requisition Quantity
0.4 150
0.6 151

Setup and Process
SETUP
Internally sourced Supplier sourced
Items Items
Setup Order Modifiers Setup Order Modifiers

for item in Source Org for item in ASL
Set ‘Enforce Full Lot

Quantity’
Setup supplier
Setup Unit of Issue UOM on Source
Document or ASL
Setup Rounding
Factor

Oracle Inventory
• Setup Order Modifiers for Internally Sourced Items
• Apply Order Modifiers, to all requisitions imported
from Oracle Inventory (Min/Max, Par Replenishment,
etc.)

Agenda Part 2


Auto-Approval Tolerances for Change Orders
Description
• In Release 12, you can setup tolerances for auto-

approval of Change Orders
– Set up tolerances independently by document types
• You no longer need to maintain separate approval
workflows per document type just for the sake of
following separate tolerance controls by document
types.
• In 11i, setup of these tolerances required customization
of the PO Approval Workflow.
– For businesses to maintain separate tolerances by
document types meant maintaining separate approval
workflows by document type.

Auto-Approval Tolerances for Change Orders
Setup and Process
SETUP PROCESS
Create and Approve Purchasing Documents

Setup
Auto-Approval
Tolerances for
Change Orders Revise Purchasing Document
Submit for Approval
Are Yes Bypass

Changes within Approval
Approval Tolerance ? Routing
Automated Workflow
process
No
Route Document
Through Main Approval

Agenda Part 2


EAM Support for Services Procurement
Description
• Module that identifies, schedules and tracks all work

activities/costs related to assets through an
organization.
• Eliminates need to utilize contract service providers
– Examples of contract services: painting a building, copier
repair services, database upgrade.
• Oracle Services Procurement supports the integration
of Fixed Price Services (FPS) requisitions with eAM
work orders.

EAM Support for Services Procurement
Setup and Process
SETUP PROCESS
Create Work Launch iProcurement

Orders Create Requisition/PO from eAM
with
FPS line
Add FPS Line
Enter Work Order Work Order

Information for Information auto
Requisition/PO populated
Submit Requisition/PO
Automated
process
FPS – Fixed Price Services

Additional Considerations
For FPS Lines, requesters can specify Work Order and

Operation Reference on the Checkout: Requisition
Information Delivery form:
• Requesters can select the ‘Deliver to Maintenance’
checkbox to see the Work Order and Operation
Reference fields on the page
• Requesters can then search for existing work orders
and the operation reference using the provided LOV’s.
• After the Work Order and Operation Reference values
are entered the values are applied to all lines in the
requisition.

• Oracle Enterprise Asset Management (Required)

• Oracle Services Procurement (Required)

Agenda Part 2


Model Complex Pricing for Blanket Line Items
Description
Pricing Blanket
Transactions Agreement
List Price
Price Break
Pricing Engine
Custom API
Requisitions Price List

Formula
Leverage Oracle Advanced
Modifiers
Pricing to model complex
pricing Scenarios
Oracle
Advanced
Pricing
Others

Benefits
• Bring Agreements with Complex Pricing Requirements

Online
• Extends Agreement Pricing Capabilities beyond Static
Product Price Lists
• Accurate Pricing of Transactions without the need for
Manual Overrides
• Decrease supplier over billing
• Save cost by ensuring all available discounts are
applied

Setup and Process
PROCESS
Setup Advanced Pricing

Profiles
Create Blanket
Agreements
Create Price List,

Modifiers, Formula
Price Requisitions
and Orders
Automated process

Pricing Hierarchy
PRICING HIERARCHY
List Price
Price Breaks
Advanced Pricing
Custom Price Hook

Profile Options
QP: Pricing Transaction Entity

• Site/Application/User Level Profile
• Profile that allows Advanced Pricing to create a
structure that has associated request types and source
systems

The product area that Advanced Pricing will associate to its
Procurement
setups

Profile Options
QP: Source System Code

• Site/Responsibility Level Profile
• Profile that determines the source system creating the
setup data in Advanced Pricing

Oracle
The source system application
Purchasing

Profile Options
QP: Licensed for Product

• Application/User Level
• Profile is set to indicate the installation has a license to
use Advanced Pricing

Purchasing The product that is licensed to use Advanced Pricing

Profile Options
QP: Item Validation Org

• Site/Responsibility Level
• Profile to specify the inventory organization that
contains the items you want to price

See Supplier –
Purchasing Set this profile option to the same Inventory Organization
Financial that is defined in Supplier – Purchasing Financial Options.
Options

Oracle Advanced Pricing

• Required to Setup Price Lists, Modifiers and Formulae

Agenda Part 2


Mass Re-pricing of Purchasing Documents
Description
Orders
Blanket Purchase
Agreement New in
Release 12.0
Revise Advanced Pricing

Pricing Data Price Lists, Modifiers
Custom Pricing API

Benefits
• Eliminates/Reduces manual intervention to

retroactively price purchasing documents
• Decreases supplier over billing
• Utilizes available discounts and/or promotions for your
existing open orders

Process
• Use the same concurrent program to implement pricing

changes on existing orders
• The agreement number parameter is now optional,
allowing you to update prices on orders not sourced to
any agreement but which would be otherwise affected
by pricing rule changes either in Oracle Advanced
Pricing or in the Custom Pricing Hook
– To re-price these orders, submit this concurrent Program
with no value specified for the Agreement Number
parameter.

Oracle Advanced Pricing

• Required to Setup Price Lists, Modifiers and Formulae

Agenda Part 2


New User Interface for Oracle Purchasing Setups
Description
The following setup pages have been converted to HTML

• Purchasing Options
• Receiving Options
• Hazard Classes
• UN Numbers
• Quality Inspection Codes
• Line Types
• Document Types
• Control Purchasing Periods
• Expense Account Rules
• Buyers

New User Interface for Oracle Purchasing Setups
Benefits
• Increased User Productivity

– Intuitive self- service user interface
• Shared Services Centers
– Perform setups for multiple operating units without the
need to switch application responsibilities

Agenda Part 2


Advanced Approval Support for Requisitions
Description
• Parallel Approvals
– Notifications are sent out to multiple people
simultaneously to speed up the approval process
• Position Hierarchy Support
• Requires Oracle Approval Management (AME)

Benefits
• Speeds up approvals process while maintaining

oversight
– Requisition can be routed to multiple approvers
simultaneously
• Increases flexibility for setting up approval routes
– Voting regime allows enterprises the flexibility in defining
approval rules
• Reduces setup
– Approval rules can be defined once and be
leveraged across multiple products,
requiring less maintenance work

Parallel Approvals
• In 11.5.10, approvers were notified sequentially

• To satisfy regulatory requirements (e.g. Sarbanes-
Oxley Act), organizations may need to involve more
approvers
• With parallel approvals, several approvers can be
simultaneously notified
• Parallel approvals can be setup within an approval
group or for individuals

Voting Method
A Voting method is a way of sequencing the approvers

within an approval group/chain of authority
Types of voting methods are:
• Consensus
– All approvers must respond. Approvers receive
notifications in parallel
• First Responder Wins
– Approvers receive notifications in parallel,
but only the action of the first approver to
respond is recorded

Position Hierarchy Support
• The integration with Oracle Approval Management

(AME) also supports Position Hierarchy
• Approval routing structures using positions and
position hierarchies remain stable, even if individual
employees leave their organization, or transfer within it

Setup and Process
SETUP PROCESS
1. Setup AME Attributes

Create Requisition
2. Setup AME Conditions

Review and Approval List
3. Setup AME Action Submit Requisition Generated
Types
4. Setup AME Approver Approvers

Groups (Optional) notified
to approve
5. Create AME Rules Requisition
6. Setup Requisition
Approvals to use AME
Automated process

Oracle Approvals Management (AME)

• AME Release 12 for the Advanced Approvals Support
for Requisitions

Summary
In this module, you should have learned to:

• Describe and use the new features in Release 12 of
Oracle Purchasing.
• Set up the new features in Release 12 of Oracle
Purchasing.

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Oracle Purchasing

Copyright © 2007, Oracle. All rights reserved.

After completing this module, you should be able to:

1-2 Copyright © 2007, Oracle. All rights reserved.

• Professional Buyer’s Work Center

1-3 Copyright © 2007, Oracle. All rights reserved.

• Maintain Sourcing Rules/ASLs for Agreement Items

1-4 Copyright © 2007, Oracle. All rights reserved.

• Professional Buyer’s Work Center

1-5 Copyright © 2007, Oracle. All rights reserved.

Web-based user interface models:

1-6 Copyright © 2007, Oracle. All rights reserved.

1-7 Copyright © 2007, Oracle. All rights reserved.

• Work Center tabs:

1-8 Copyright © 2007, Oracle. All rights reserved.

A streamlined HTML user interface to look up and act upon

1-9 Copyright © 2007, Oracle. All rights reserved.

This Guided Demonstration covers the following topics:

1 - 10 Copyright © 2007, Oracle. All rights reserved.

This practice covers the following topics:

1 - 11 Copyright © 2007, Oracle. All rights reserved.

• PO: Document Builder Default Document Type

Profile Value Description

New Auction Create a new Sourcing Auction

New PO Create a new Purchase Order

New RFQ Create a new Sourcing RFQ

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• PO: Default Requisition Grouping

Profile Value Description

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• Professional Buyer’s Work Center

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• iProcurement-like Search Capabilities for Purchasing

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Easy access to pre-negotiated content

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Customizing catalog access:

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• Professional Buyer’s Work Center

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This Guided Demonstration covers the following topics:

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• Professional Buyer’s Work Center

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• Automates acquisition of complex services

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Request for Source Author Track Process

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• Define Document Styles

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• Streamline and automate procurement of the complex

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The following products are optional:

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• Professional Buyer’s Work Center

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Multi-Org Access Control (MOAC)

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Streamlined Shared Service Center Operations