Oracle iSupplier Portal 11i10Gokhan UgurogluPrincipal Consultant

EMEA Advanced Procurement Immersion Training Team

November 200411i10 Immersion Training Roll-out Program

Session Ground RulesPlease hold questions for the Q&AProvide name before speakingDuring interactive sessions, please MUTE your phone when you are not speaking#5 to mute/re-open lineDo not place the call on HOLD (creates background music)

ObjectivesProduct Summary Review11i10 Key FeaturesSupplier RegistrationSupplier Profile ManagementPurchase Order FeaturesEnhanced Shipment Notice CreationASN Spreadsheet uploadInternal User ViewiSupplier Portal 11i10 Additional InformationContacts & Additional InformationOpen Q&A & Additional 11i10 featuresAgenda

Objectives & Product Summary Review

ObjectivesProvide an overview iSupplier Portal in 11i10Provide focus for specific functionality that is important for Advanced Procurement in EMEAProvide additional information to TOIs & other generic 11i10 product collateralIdentify additional information & training sourcesProvide contact details the Immersion Training Procurement team in EMEA

Product Summary ReviewReduce CostsHow can I reduce the costs of managing supply and replenishment?How can I partner with suppliers to reduce the cost of doing business?Reduce Cycle Time How can I eliminate manual processes and work with suppliers as efficiently as possible?How can I minimize information lag time with suppliers?Dynamic Business DemandsHow can I empower suppliers to better adapt to shifting demands?How can I quickly ramp-up new suppliers to fully leverage proven supply practices?Scale GloballyHow can I blue print collaborative supply best practices and scale them across the entire enterprise?How can I broaden my focus and strategically manage supply and replenishment for all suppliers?

Operational ChallengeUnstructured CommunicationProcess variation introduces inconsistent resultsResponse to change is manual and slowDifficult to replicate success and sustain improvementEmailFaxPhoneSupplier XSettlementYour CompanySupplierRating???PlanFulfillmentAcct. Rec.Supplier YSupplier ZProduction

Operational Solution Structured CommunicationEmailFaxPhoneSupplier XSettlementYour CompanySupplierRating???PlanFulfillmentAcct. Rec.Supplier YSupplier ZProduction

Control entire procurement process and supplier lifecycle

Oracle iSupplier PortalStructured communication for lower costs, better service from suppliersOrder CollaborationSettlementShip GoodsSet up address & key contact detailsFlag business classificationsIdentify products & servicesDefine bank accountsDocument filing cabinetGather prospective vendorsRegister supplier usersInvite supplier usersSet security levelsEstablish Supplier ProfileEnableSuppliersTrack ratings for: - Price, quality, delivery, serviceCompare performanceCreate shipment noticesAdd lot, serial and LPNExcel upload for volumeCheck returnsView inspectionsInbound logisticsMaintain bank accountsCreate invoiceCheck on-hold statusView payment schedulesReconcile statementsView PO and agreementsAcknowledge ordersSubmit change requestsVMI / Consigned InventoryDrop ship ordersForecast sharing

Review Supplier Performance

Provide Closed-Loop Purchase Order CollaborationSimplify Receiving and Payment ProcessesOptimize Planning and InventoryEfficiently Ramp and Maintain SuppliersOracle iSupplier PortalEnables You To

11i10KeyFeatures

Supplier Registration

Supplier RegistrationAllows customers to enable self-service prospective vendor registration via their websiteSimple !Supplier provides basic detailsCompany IDAddressNotesUser infoAutomatic rejection of duplicate supplier registrationBuyer admins notified & approve/reject registration requestsRegistration striped by encrypted Operating UnitRegistration extensibility is a candidate for 11iX

Buying OrgS u p p l i e r d e t a i l s s t o r e d a t t h e O U l e v e lS u p p l i e r s i n t e r a c t w i t h a s i n g l e b u y i n g o r g a n i z a t i o n LE1LE2LE3O U G r o u p s u s e d t o p r o m o t e i n f o f r o m s u p p l i e r sOU Group AOU Group COU Group BOperating Unit Groups

Registration pageProspective vendor registersBuyer AdminsReceive notification (OU-x in Group) Review detailsApprove or rejectSupplier notifiedLinks include encrypted OU: OU-x OU-ySupplier Registration

Supplier Profile Management

Supplier Profile ManagementBuyers and suppliers have access to profile management featuresSuppliers manage their own detailsBanking Details (NEW)Address BookContact DirectoryBusiness ClassificationsProducts and ServicesBuyers use to update Purchasing & Payables details for all suppliersMass update to all Operating Units in Group

Buyer admins use details to create bank accounts:Buyer administratorsManage a subset of OUsUse supplier data to perform mass update to all their OUsAddress BookA1, A2,...Contact Directory C1, C2,Business ClassificationsSuppliermaintains:OU 1,2,3OU 6,7,8OU 4,5Not used as supplier for these Op UnitsSupplier Profile Management

approves accountADMINSUPPLIERLondonParisNew Yorkupdates Payables with account detailsBankBranchAccountselects from existing or adds new to create bank accountsOU-xOU-yOU-zverifies account detailsSupplier Maintained Banking Details

Supplier defines new bank accountIdentifies bank, branch & accountSupplier confirmation required where account uses existing details from PayablesAdditional details requested if bank, branch or account not defined in PayablesSupplier identifies account usageAssigns account to whole companyUsage limited to specific addressesDesignates Primary accounts for invoice paymentOption to copy from another accountNo auto verification process of bank accounts with the bankSupplier Banking Details

Suppliers View Bank Accounts SetupView which company locations use each accountCheck account statusEdit account detailsCreate new accounts as necessary

Supplier Banking DetailsAdmin notified of changes provided by supplier Reviews details and approves/rejectsVerification option for new account detailsAdmin can select site used to process bank paymentAccount details promoted to PayablesUpdates made to Admins operating unitsInactivated accountsOption to change details of pending payments due to obsoleted account

Supplier Maintained Banking Details Upgrade ConsiderationsMigrate Account Assignments for Supplier Bank AccountsForms >> Supplier Profile Administrator responsibilityClick View On the Top of the Window menuClick RequestSelect single requestClick LOV to see concurrent programSelect supplier to be upgraded

Purchase Order Features

Purchase Order FeaturesEnhanced purchase order details view with separate the line and shipment information tablesEnd customer details on purchase orders with drop ship locationsDocument binding by obtaining electronic signatures from supplierPrintable PDF view of purchasing documents

Purchase Order FeaturesEnhanced PO View

Purchase Order Features Display Drop Ship DetailsDisplay customer address for drop-ship deliveries

Purchase Order Features Document BindingSubmit e-signatures

Purchase Order Features PDF View

Purchase Order Features Technical Considerations SignatureE-Records should be installed and signature should be enabled. Profile is EDR_ERES_ENABLED. Function is POS_SIGN_ORDER.PDF ViewPrint Button is enabled if Purchasing Options->Control->PO Output format is set to PDF

Enhanced Shipment Notice Creation

Quick ASN/ASBN Creation Simplified ship notice creation flow Reduced the number of steps required for creating an ASN/ASBNProvides a faster and easier method for suppliers to select shipments and enter shipping detailsImproves the usability of the existing Create ASN/ASBN entry flowsAttachment support when creating shipment noticesQuantity can be changed if it is within tolerance

Quick ASN/ASBN Creation Search and select shipment lines

Quick ASN/ASBN Creation Enter ASN/ASBN line detailsASN lines and header entry on single page

Enter default shipment line freight info

Split shipments capability

LPN/Lot-Serial Suppliers can provide critical information on ship notice to expedite receiving, tracking and locating. This information includesLot and Serial Number details on the ASN/ASBN transactionLicense Plate Numbers for trackingNested LPN support for packing configurationLPN is used only if buying organisation is using WMSLot and Serial Numbers can be sent through Receiving Open Interface

Advanced Shipment Notice Spreadsheet Upload

ASN/ASBN Spreadsheet Upload Suppliers can create ship notice offline and upload it in iSupplier Portal

Suppliers can submit multiple shipment notices using a single file

ASN/ASBN Spreadsheet Upload Submit multiple shipment notices in one stepDownload a spreadsheet template

Create ship notice offline

Upload the file and correct errors

ASN/ASBN Spreadsheet Upload Technical Considerations Excel ASNThe date format used in an ASN Excel file should match the user preferences.Prompts and the values must match (do not delete any of the prompts). Use a tab to indicate blank values. Prompts can however be changed to be more descriptive.You cannot resubmit a file with the same information

Internal User View

Internal User ViewInternal users can access key iSupplier Portal inquiries

Allows internal users to view details and track PO in the procure-to-pay cycle without having to change responsibilities

Internal users can view information across suppliers and operating units

Internal User ViewTechnical ConsiderationsNew seeded responsibility added for internal users called iSupplier Portal Internal User View

Search criteria is required to enhance performance

iSupplier Portal 11i10 Additional Information

iSupplier PortalAdditional InformationeSignature functionality (Accept/Reject w/sign in) if Contract exists and is enabled in iSupplier PortalPending invoices in deactivated accounts can be viewed & updatedSuppliers update attachment documents in supplier details sectionContact details in iSP are different in Purchasing (double entry)

Attachments in iSP can be seen in Supplier record in core Apps Procurement Contracts SupportSupplier users cansubmit their Contracts deliverables online and approve deliverables owned by the buying organization Shipment-ready date can be entered by supplier which will be taken into consideration by Purchasing 11iXiSupplier PortalAdditional Information

Contacts & Additional Information

ContactsEMEA ConsultingKen Eales, Practice DirectorKen.Eales@oracle.comGokhan Uguroglu, Principal ConsultantGokhan.Uguroglu@oracle.com SSISenthil Indiran, Senior ConsultantSenthil.Indiran@oracle.comUKAndrew Meachem, Principal ConsultantAndrew.Meachem@oracle.com SwitzerlandMolly Boyles, Principal ConsultantMolly.Boyles@oracle.comSpainAgustin Mourino, Managing Principal ConsultantAgustin.Mourino@oracle.com

Additional ResourcesFor More Information about iSupplier Portalhttp://www-apps.us.oracle.com:1100/ispFor More Information about our Productshttp://www.oracle.com/products/For OU web self-teaching (incl. 11i9 & 11i10 TOIs)http://ouweb.us.oracle.com/ebus/prod_procurement.htmlEMEA Procurement Communityhttp://globalxchange.oraclecorp.com/portal/page?_pageid=34,988&_dad=gxchange&_schema=PHPFor Metalink Informationhttp://metalink.oracle.com/ (top tech docs)

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***The core challenge that continues to deter trading partners from achieving optimized business process with one another is communication, or lack there of. Still today, the primary ways buyers and suppliers interact is through phone, fax and email. These unstructured communications that occur in many different parts of your company cant be collectively analyzed or monitored in the hope of improving the efficiency in which you interface with suppliers. Since procurement practices require continuous information exchange, whether its to receive purchase order commitments, communicate a shipment reschedule, or to provide payment inquiry information, the communication costs from manual practices can be very high when your organization is leaving phone messages and re-keying data in an attempt to capture and share this information with your trading partner. The cost savings opportunity provided by managing these information flows through structured, automated business processes is significant as resource requirements are reduced and transaction accuracy is increased leading to more rapid fulfillment cycle times for goods and services. Additionally, automating supplier processes provides the opportunity for more proactive analysis of your supply base moving from a fragmented view to having a global picture of suppliers. gaining instance access to answers such as who your top suppliers are, what interactions are going on with them, and in what functional areas of the enterprise they occur.

*The core challenge that continues to deter trading partners from achieving optimized business process with one another is communication, or lack there of. Still today, the primary ways buyers and suppliers interact is through phone, fax and email. These unstructured communications that occur in many different parts of your company cant be collectively analyzed or monitored in the hope of improving the efficiency in which you interface with suppliers. Since procurement practices require continuous information exchange, whether its to receive purchase order commitments, communicate a shipment reschedule, or to provide payment inquiry information, the communication costs from manual practices can be very high when your organization is leaving phone messages and re-keying data in an attempt to capture and share this information with your trading partner. The cost savings opportunity provided by managing these information flows through structured, automated business processes is significant as resource requirements are reduced and transaction accuracy is increased leading to more rapid fulfillment cycle times for goods and services. Additionally, automating supplier processes provides the opportunity for more proactive analysis of your supply base moving from a fragmented view to having a global picture of suppliers. gaining instance access to answers such as who your top suppliers are, what interactions are going on with them, and in what functional areas of the enterprise they occur.

**iSupplier Portal focuses on the core procurement processes enabling companies to adapt dynamically to changes in demand requirements or supply capabilities. Purchase Order Collaboration is paramount for establishing agreements between trading partners, which traditionally cause significant amounts of time due to the inefficient methods of exchanging order information. The Oracle solution will immediately notify suppliers of incoming orders, facilitate confirmations to meet requirements, or allow suppliers to request changes and while always maintaining a complete audit trail of all orders and revisions.

Since supplier interaction is needed before and after the PO cycle theres a lot of value in facilitating the information exchange that happens up front in the planning stages understanding supplier inventory levels, for example, as well in the back end, sharing shipment, receipt and payment details to simplify and expedite processing.

Lastly, the continuous effort of introducing and maintaining suppliers to new mechanized processes does not happen without support tools that drive self registration and profile management which allow you to scale supplier collaboration beyond only your top tier suppliers. Ill be covering these product capabilities in more detail later in the presentation. __

By allowing a supplier to provide these details through iSP, the downstream processes of receiving and payment are greatly simplified. Buyers will have accuyrate shipping details from the supplier against which they can receie the goods. For the supplier, iSP allows them to check for the receipt of a shipment at which point they can submit their invoice details directly through iSP.From a supply chain management perspective, iSP allows buyers and suppliers to share inventory details in order that they can improve the efficiency of their planningFinally, iSP enables buyers to onboard prospective suppliers through a self-registration process. And once the suppliers have been given access to iSP, they are able to administer their own company profile details in order to keep the buyer updated.

**The 1st and one of the most important feature is center-led procurement*The 1st and one of the most important feature is center-led procurement**The following slide provides an overview of the various processes involved in the creation or modification of a bank account and the subsequent approval flow.In a nutshell, the creation of a new account involves the following:-Supplier creates a bank account by providing the appropriate bank, branch and account information-Supplier specifies its use for different addresses or for all addresses. This includes designation of primary accounts-Administrators gets notified of the new account-Administrator can either initiate a validation process or approve the account for use in PayablesSuppliers can modify an existing bank account and its usages at any time which will also require approval by an administrator.

Key details such as bank name and number, branch name and number, account number and currency cannot be updated.

*Suppliers can access their company profile and provide the details of the bank accounts that the company uses for receipt of payments. To create an account, the supplier is required to enter references for bank, branch and account which will be compared to the existing data in Payables to determine if any of these have already been defined. If so, the supplier will be asked to confirm that the bank, branch or account details that have been located match those for the bank account the supplier is trying to establish. If any of the supplier provided information is new, they will be asked to provide additional details in order to complete the set up.

*This slide shows the suppliers view of banking details UI. When the supplier user navigates to this page, they will be presented with the active bank accounts existing for them. Each bank account is assigned a status:

New the supplier has provided the account details to the buying organization but they have not yet been reviewed by an administrator

Approved the suppliers account has been validated by the buyer with the bank and will be used for payments as appropriate

In Verification administrators in the buying organization are currently checking the account details with the bank (exact processes will vary by country)

Verification Failed there was a problem with the verification of the account and the supplier needs to review the account details that they provided to confirm that the details are correct

Rejected the administrator did not approve the new account request. The supplier can delete the account or update its details and resubmit to the buyer for approvalFrom this page, suppliers can initiate the creation of bank accounts or modification of existing bank accounts or their usages.

*To understand the approval process, we will need to revisit the concept of Operating Unit Groups in iSupplier Portal. An OU Group consists of one more operating units and is established by the buying organization to allow administrators to manage supplier details across OUs. Administrators are notified of any changes to supplier details in the operating units that they manage and can approve these changes so that the updated details flow into all their operating units.When a supplier initially sets up a bank account, all the administrators with the authority to approve supplier banking information will receive notifications. The first administrator to review the details provided by the supplier can then decide how to proceed:-approve the account for use in the operating units within their OU Group-initiate a validation process to manually check the details provided by the supplier (in the US, this is referred to as Pre-Noting)-or reject the accountApproval of the account will create the account and set up its usages in all the operating units in the administrators group.Where the administrator chooses to validate the account details, the account status will be set to In verification and the administrator will be able to select a specific operating unit(s) in which to create the account details for validation. Once the validation is successful, the administrator can then approve the account and the usages for use in all the operating units they manage. Administrator can also reject the account.In all these cases, a notification will be send to the supplier indicating the outcome. The next two slides provide the UI for the approval process.

*The 1st and one of the most important feature is center-led procurement**This screen shot displays how the line and shipments have been separated into 2 tables and the Hide and show links to view this information*This screen shot shows how the ship-to location on the shipment is referencing a drop ship location. On clicking the link the customer address details are displayed*This screen shot displays how suppliers can submit signatures on a purchase orderSuppliers can click on the sign document which displays the signature page. Suppliers have to enter the username/password that they used to login to iSP to record the signature response.*This screen shot displays the PDF view of the purchasing document. The terms and conditions can also be viewed along with the purchase order details.**The 1st and one of the most important feature is center-led procurement**The following screen shots show the modified ASN/ASBN creation processThis screen shot shows how the suppliers would search and select PO shipments to be added to the notice

*This screen shot displays the shipment lines page. Suppliers can enter information that they would like to default to all lines.Clicking on the SHOW link of any line will display additional details that can be entered if required for a selected shipment lineSuppliers can remove and split shipment lines*The next new feature is also for shipment notices. This feature provides support for entering LPN/LOT/SERIAL information when creating an ASN/ASBNSuppliers can now provide the lot and serial number details for lot and or serial controlled itemsFor companies using container or License Plate number based receiving, these LPN can also be entered during the ASN/ASBN creation process.If LPNs are nested where a container is packaged into a bigger container or palette then the configuration details of this nesting can also be provided on the ASN/ASBNThe example above shows how LPN 555 can contain LPN 1234, 1235 and 1236*The 1st and one of the most important feature is center-led procurement*The next new feature is also added to help volume suppliers to create Shipment notices faster and more effectively.Suppliers can create shipment notices offline using excel This tab delimited file can then be uploaded using iSupplier PortalThe file will then be processed and errors in file will be displayed immediately.Suppliers can correct the errors in the file and resubmitSuppliers can load multiple shipment notices in a single file*This screen shot shows how suppliers can submit the file created offline for processing ASN/ASBN informationSuppliers can also use the Download Templates link in the side navigation to download the spread sheet templatesTo view the processing status of the file the suppliers can click on View Load status in the side navigation.**The 1st and one of the most important feature is center-led procurement*******You can go to the following sources for additional information about 11i10 release.

This concludes the functional transfer of information session for iProcurement, on behalf of procurement development team, thank you for joining us.**