iSupplier Portal R12 Delta v1

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    e-Business Suite R12Awareness Training

    iSupplier Portal

    Greg Cozzens

    AGSS Solutions Architect Procure!ent

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    Purpose:

    This "ocu!ent #ro$i"es an o$er$iew o% %eatures an" enhance!ents inclu"e" in

    Release 12& It is inten"e" solel' to hel# 'ou assess the (usiness (ene%its o%

    u#gra"ing to Release 12&

    Disclaimer:

    This "ocu!ent in an' %or! so%tware or #rinte" !atter contains #ro#rietar'

    in%or!ation that is the e)clusi$e #ro#ert' o% *racle& +our access to an" use o%

    this con%i"ential !aterial is su(,ect to the ter!s an" con"itions o% 'our *racle

    So%tware icense an" Ser$ice Agree!ent which has (een e)ecute" an" with

    which 'ou agree to co!#l'& This "ocu!ent an" in%or!ation containe" herein!a' not (e "isclose" co#ie" re#ro"uce" or "istri(ute" to an'one outsi"e

    *racle without #rior written consent o% *racle& This "ocu!ent is not #art o%

    'our license agree!ent nor can it (e incor#orate" into an' contractual

    agree!ent with *racle or its su(si"iaries or a%%iliates& This "ocu!ent is %or

    in%or!ational #ur#oses onl' an" is inten"e" solel' to assist 'ou in #lanning %or

    the i!#le!entation an" u#gra"e o% the #ro"uct %eatures "escri(e"& It is not a

    co!!it!ent to "eli$er an' !aterial co"e or %unctionalit' an" shoul" not (erelie" u#on in !a.ing #urchasing "ecisions& The "e$elo#!ent release an"

    ti!ing o% an' %eatures or %unctionalit' "escri(e" in this "ocu!ent re!ains at

    the sole "iscretion o% *racle& /ue to the nature o% the #ro"uct architecture it

    !a' not (e #ossi(le to sa%el' inclu"e all %eatures "escri(e" in this "ocu!ent

    without ris.ing signi%icant "esta(ilization o% the co"e&

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    Agen"a

    Day 1

    Introductions and Expectations

    Purchasing

    Procurement Contracts

    BI for Purchasing

    Reie!

    Day "

    iSu##lier Portal

    11i1# Baseline

    R1" Delta reie!

    Instructor led $P% demonstration

    &ands on $P% exercise

    'rap(up ) *+,

    Sourcing

    iProcurment

    Serices Procurement

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    Su##lier Colla(oration 011i1

    *r"er

    Colla(oration Settle!entShi# Goo"s

    Set up address + -ey contact details .lag /usiness classifications Identify products + serices Define /an- accounts Document filing ca/inet

    0ather prospectie endors Register supplier users Inite supplier users Set security leels

    3sta(lish

    Su##lier Pro%ile

    3na(le

    Su##liers

    rac- ratings for: ( Price2 3uality2 deliery2 serice

    Compare performance

    Create shipment notices,dd lot2 serial and 4P5 Excel upload for olume Chec- returns 6ie! inspections

    In/ound logistics

    7aintain /an- accounts Create inoice Chec- on(hold status 6ie! payment schedules Reconcile statements

    6ie! P8 and agreements,c-no!ledge orders Su/mit change re3uests 67I ) consigned Inentory Drop ship orders

    .orecast sharing

    Re$iew Su##lier

    Per%or!ance

    Structured Communication for Lower Costs, Better Service from Suppliers

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    Intuiti$e 45ero Training6 7ser Inter%aceDrive Supplier Adoption

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    New in 11i.9Base Differentiators

    Self(serice enterprisere3uisitioning from suppliersor internal stoc-

    Integrated asset andproduction planning

    Self(serice supplierin3uiries and transactions29eg 67I and self(inoicing;

    .lexi/le inoice matchingincluding match to receipt

    ,utomatic inoice and de/itmemo generation

    Pro

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    iSu##lier Portal 8 R12 *$er$iew

    7ar-et Priorities

    Expanded supplier colla/oration flo!s

    7ore po!erful change order processing capa/ilities

    Complex serices support

    Catalog 7anagement: supplier catalog authoring)upload

    Supplier performance colla/oration

    Improed supplier ena/lement capa/ilities

    Prospectie supplier registration

    Ease of use: continue to improe self serice $I for suppliers

    Supplier $ser ,dministrator

    Buyer ools ( Supplier 7anagement Improed supplier profile management isi/ility and flexi/ility

    Integration of supplier contacts and supplier users

    $ser friendly configuration: olerance rules2 supplier surey2 etc

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    iSu##lier Portal 8 9e' R12 :eatures

    Change 8rder 7anagement 7ulti(order change re3uest olerance(/ased change re3uest approal Route change re3uests to re3uester for approal

    Performance and Status rac-ing Supplier Scorecard P8 Status rac-ing

    Supplier Profile 7anagement and Registration 5e! &74 Supplier Setup $ser Interface Prospectie Supplier Registration Supplier $ser ,ccount 7aintenance

    Colla/oration and $sa/ility Enhancements Supplier Ena/led Catalog 7anagement 9coered in iProcurement; Integration !ith 8racle Supplier 5et!or-

    $sa/ility: ransaction In3uiry Inoicing Enhancements

    5on(P8 7atching Inoice Dispute Resolution

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    Change *r"er ;anage!ent

    Feature capabilities

    7ulti(order change re3uest olerance /ased change

    re3uest approal

    Route change re3uests to

    re3uester for approal

    Market Driver(s)

    Customer drien enhancementre3uests

    Supplier =high olume>

    re3uirements

    6aria/le approal re3uirements

    alue

    Supplier efficiency improements

    Reduced /uyer !or-load

    ,utomated Re3uester notice and control of supplierchange re3uests

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    ;ulti-*r"er Change Re=uest

    Suppliers can su/mit response for multiple shipment lines

    across different purchase orders in a single transaction

    Su/mit common promise date

    *uantity changes

    Cancellation re3uests

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    Significantly improes response efficiency &uge gain for supplier users !here olumes are high or

    ac-no!ledgements are re3uired

    /e%ault res#onse $alues to all shi#!ents

    selecte"

    ;ulti-*r"er Change Re=uestBenefits

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    Tolerance Su##ort %or Change

    Re=uests 8 A##ro$al Routing

    ,llo!s /uyer to define tolerance limits to ena/le auto(approal of order change re3uest

    If suppliers change re3uest does not exceed defined

    tolerance limits2 then:

    Change re3uest is auto(approed

    Buyer receies .I notification

    olerance limits can /e defined /y operating unit

    Benefits ( Reduce /uyer !or-load

    ( 4imits inolement to only important change re3uests

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    Con%iguring Change Re=uest

    Tolerances 8 A##ro$al Routing

    Select *#erating 7nit

    3nter auto-a##ro$al

    tolerances %or attri(utes

    ote? %or attri(utes with

    (oth @ an" transactiona!ount $alues -I% onl' one is set u# s'ste!

    will chec. against this $alue&I% (oth are set u# s'ste!

    will ta.e the !ore restricti$e

    one

    Select attri(utes %or

    which change re=uests

    nee" to (e route" to

    re=uester %or

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    Tolerance-(ase" Auto-A##ro$al

    Process 8 Su##lier Change *r"er

    & All

    changesare

    within

    li!its

    +e

    s

    o

    Auto!ate" #rocess

    PR*C3SS

    2& The su##lier

    su(!its a change

    re=uest 0SC*

    & Chec. against

    the tolerance

    li!its

    D& Auto-a##ro$e

    the su##lierchange re=uest

    E& :ollows the e)isting

    SC* a##ro$al %low

    F& Re$ise P* with

    (u'ers a##ro$al

    assu!e"

    & Sen" an :+I

    noti%ication to the

    (u'er

    & :ollow the P*

    a##ro$al %low

    1& Tolerance li!its

    are set u#

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    Select attri(utes %or

    which change re=uests

    nee" to (e route" to

    re=uester %or

    Route Change Re=uest to

    Re=uester 8 A##ro$al Routing

    .or increased controlre3uesters can /e re3uired

    approer of supplier

    change re3uest

    Buyer no longer has to

    contact re3uester off(line

    Change re3uest !ill routeup re3uester approal

    hierarchy if needed

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    Route Change Re=uests to

    Re=uester Process

    &

    Changes

    re=uirerouting

    to

    re=ueste

    r +e

    s

    o

    Auto!ate" #rocess

    PR*C3SS

    2& The su##lier

    su(!its a change

    re=uest

    & Chec. against

    the routing rule

    D& Route the SC*

    to the re=uester

    E& :ollow e)isting SC*

    a##ro$al %low

    1& A routing rule is

    set u#

    F& Re=uester a##ro$es

    the SC* through the

    noti%ication

    & RC*

    re=uires

    a##ro$al

    & Initiate a

    re=uester change

    or"er 0RC*

    1E& oti%' the

    su##lier o% the

    a##ro$al

    1& Route there=uesters

    a##ro$al

    hierarch'

    o

    +e

    s

    12& 7#"ate

    changes to the

    i!#acte"

    re=uisition lines

    1& :ollow the P*a##ro$al %low

    11& A##ro$ers a##ro$e

    the RC*

    1& Re$ise P*

    with the changes

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    Su##lier Per%or!ance an" Status

    Trac.ing

    Feature capabilities Supplier Scorecard

    P8 Status rac-ing

    Receipt In3uiry

    Market Driver(s) Point solution competitie parity

    Customer enhancement re3uests

    Supplier efficiency

    alue

    Single source o% #er%or!ance truth %or su##lier an"

    (u'erTrans#arent transaction $iews

    Re"uce" (u'er J AJP wor.loa"

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    Su##lier Scorecar" Buyers proide suppliers o/

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    Su##lier Scorecar"

    /etails

    Custo!ize "ash(oar" $iew to a""

    !ore re#orts 9PIs u#"ate 9PI

    list re!o$e re#orts #ortlets or

    a"" custo! re#orts 9PIs etc&

    3ach su##lier will

    onl' see their "ata&

    iew tren" "ata o$er $ariousti!e #erio"s

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    Su##lier Scorecar"

    Buyer Setup:

    Buyers can configure dash/oard ie!s for different sets of suppliers Buyers can !eight %PIs and display oerall supplier score to supplier

    Re3uires DBI

    Suppliers access scorecard ia the Intelligence ta/

    Suppliers can select reporting period from set of predefined rolling periods

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    P* Status Trac.ing

    Redesigned P8 page for one stop order lifecycle ie! Suppliers hae isi/ility to the total amount receied and

    inoiced directly on the P8 &eader

    Proides complete transaction summary in one place no need

    to access seeral different pages

    Drill do!n into all related transaction detail: receipts2,S5),SB52 inoice2 payments

    Benefits ( ransparent transaction info further reduces off(line supplier in3uiries

    ( Improed user experience reduces supplier training re3uirements

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    P* Status Trac.ing /etails 8 P*

    /etails

    The Actions list shows a$aila(leactions (ase" on or"er status

    Kuantit' an" a!ount

    or"ere" recei$e" an"

    in$oice" are "is#la'e" at

    each shi#!ent

    Su!!ar' o% a!ountrecei$e" an" in$oice"

    along with the #a'!ent

    status

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    Improed isi/ility of the receiing actiities Displays 8n(ime Performance status so that late2 on(time2 and

    early shipments can /e easily identified

    Displays the 3uantity)amounts receied2 ordered2 returned andre

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    Recei#t In=uir' /etails 8 iew

    Recei#ts

    /rill "own to $iew

    the "etails o% relate"

    or"ers in$oices

    /rill "own to recei#t

    "etails

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    Recei#t In=uir' /etails 8 Recei#t

    Recei#t transactions ta(le

    inclu"es on-ti!e#er%or!ance status returns

    an" "e%ects re#orts

    General Recei#t

    In%or!ation

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    In$oice an" Pa'!ent In=uir'

    Feature capabilities

    Inoice and Payment In3uiry

    Market Driver(s)

    Supplier enhancement re3uest $sa/ility

    alue

    Enhanced usa/ility7ore transactional detail

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    In$oice an" Pa'!ent In=uir'

    /escri#tion

    he redesigned Inoice and Payment pages !ill proide aholistic ie! of an inoice and associated payment actiities7ore search options are added to allo! a 3uic-er identificationof desired transactions Suppliers can ie! the inoice andpayment flexfields ena/led in 8racle Paya/les

    he Inoice summary page includes inoice hold informationand payment status2 and lin-s to payment and receipt details

    he Inoice detail page summari?es the inoice /rea-do!nand related payment information at the header leel2 andsho!s the inoice lines ,dditionally2 users can ie!

    upcoming scheduled payments or any hold reasons displayedon the same page

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    Enhances the usa/ility 7ore search options are aaila/le

    Displays the status and purchase order)receipt matching details foreach inoice line

    Proides more transaction details Inoice and Payment pages proide a complete ie! of inoice and

    associated payment actiities

    he inoice detail page also displays the upcoming scheduledpayments2 and hold reasons proided suppliers a /etter picture oftheir payment status

    In$oice an" Pa'!ent In=uir'

    Bene%its

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    In$oice an" Pa'!ent In=uir'

    /etails 8 iew In$oices

    ;ore searcho#tions are

    a""e"

    /rill "own to or"ers recei#ts

    an" #a'!ents&/rill "own to in$oice "etails

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    In$oice an" Pa'!ent In=uir'

    /etails 8 In$oice

    In$oice(rea."own

    su!!ar'

    Su(ta(s to $iew in$oice line

    "etails sche"ule" #a'!ents

    an" Hol" "etails

    Relate" #a'!ent

    in%or!ation

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    In$oice an" Pa'!ent In=uir'

    /etails 8 iew Pa'!ents

    Clic. to "rill "own to

    #a'!ent "etails/rill "own to P* an"

    In$oice "etails

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    In$oice an" Pa'!ent In=uir'

    /etails 8 Pa'!ent

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    Pros#ecti$e Su##lier Registration

    $I for Buyers to configure registration re3uirements

    8racle iSurey is em/edded in registration for custom3uestionnaires

    8racle ,7E is no! integrated for user(defined approal flo!s

    on registrations

    $sers can su/scri/e to receie registration and profile changenotifications

    Suppliers can sae registration re3uest to complete later

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    :le)i(le Pros#ecti$e Su##lier

    Registration Setu# 8 Registration

    Con%iguration

    2& Chec. o#tions toa"" to the

    registration %low

    1& Choose le$el %or

    con%iguration 8

    Glo(al or *#erating

    7nit

    & Select sur$e's to

    a"" to the

    registration %low

    ,ll 0lo/al sureys are displayed2 follo!ed /y 8$ specific ones

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    :le)i(le Pros#ecti$e Su##lier

    Registration Setu# 8 oti%ication

    Su(scri#tion

    Clic. A"" Su(scri#tion

    :le)i(le Pros#ecti$e Su##lier

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    :le)i(le Pros#ecti$e Su##lier

    Registration Setu# 8 oti%ication

    Su(scri#tion

    1& Search an" select

    the recei$er0s

    2& Chec. to select

    noti%ications

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    Su##lier Pro%ile ;anage!ent

    , ne! &74 $I for supplier management2 replacing .orms

    Intuitie naigation and greatly enhanced layout 6ie! sites and header on single page

    8ne(stop supplier !or-/ench:

    7aintain suppliers

    7anage supplier registrations 7anage supplier profile change re3uests

    5e! *uic- $pdate page proides customi?a/le supplier summary

    ie! that allo!s profile updates

    Suppliers are represented as part of the trading community

    architecture 9C,;

    5ormali?ation of address and contact details

    Conergence of contact and user

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    ew HT; Su##lier Setu# 7I

    *ne #lace %or creating

    su##lier u#"ating su##lier

    in%or!ation an" !anaging

    su##lier #ro%ile

    Before R1"

    In R1"

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    ew HT; Su##lier Setu# 7I

    Process 8 Access the Su##liers #age

    Create su##lier

    Search or "rill

    "own to

    su##lier "etails

    To /o ist %or

    re=uests

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    ew HT; Su##lier Setu# 7I

    Process 8 7#"ate Su##lier /etails

    & Si"e na$igation allows

    users to a"" or u#"ate all

    su##lier #ara!eters

    2& Search $iew create

    an" u#"ate su##lier

    sites

    1& Continue the

    creation with the

    Kuic. 7#"ate

    #age& 7sers can

    use this #age tou#"ate su##lier

    in%or!ation later

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    Su##lier Re#resentation in TCA

    /elta Su!!ar'

    ,ll supplier records represented in C,

    In 11i + 11i1#2 only suppliers gien access to iSP had C,

    Party records created

    5o! a single supplier address can /e leeraged /y multiple

    sites2 for each 8$

    Benefit: a single change to an address can /e seen instantly /y

    all sites across 8$s

    Impact: Retired 11i functionality that ena/led users to copy

    address across 8$s or Fpush updates

    Same is true for contacts single contact replaces creating

    contact for eery site

    Create Contact can create iSP $ser ,ccount

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    *7

    *7

    Su##lier ;igration to TCA

    Currently

    911i;:

    R1":

    *71

    *72

    *7

    *7

    A""ress

    A""ress

    A""ress

    A""ress

    *71

    *72

    A""ress

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    Creating Su##lier Sites

    Site is created /y assigning the address record to 8$s

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    Su##lier 7ser Account

    ;aintenance

    5e! self(maintenance priilege for suppliers to maintain iSPsupplier user accounts:

    Create user accounts

    8/solete user accounts

    Set access rights for their users

    Supplier administrator can create contacts and automatically

    create supplier user accounts

    Benefits ( Eliminates large administratie tas- for Buyer org

    ( Suppliers hae full control and ease of use

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    Su##lier 7ser Account

    ;aintenance Process

    Clic. Create to create

    a new contact

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    Su##lier 7ser Account

    ;aintenance Process

    Chec. Create 7ser

    Account to ren"er the

    section to a"" the user

    account "etails

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    Su##lier 3na(le" Catalog

    ;anage!ent

    Suppliers can create or upload catalogs either ia file upload oron(line authoring

    7ain industry format standards supported: 8,0 @742 c@742CI. and text file

    Content re3uires approal /y /uyer /efore it is aaila/le tore3uesters

    ,ll changes are displayed to /uyer for reie!

    C

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    3nhance" Catalog Agree!ent

    ;anage!ent /etails

    Through the 3"it Agree!ent

    action su##liers can access

    the catalog authoring #age to

    create or !o"i%' a catalog

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    Integration with *racle Su##lier

    etwor. Feature capabilities

    Communication ena/led/et!een iSupplier Portal and8racle Supplier 5et!or-

    Simplified Supplier access tomultiple iSupplier Portalinstances

    Market Driver(s)

    Point Solution competitie

    response

    Supplier enhancement re3uests

    alue

    Complete integration

    Single sign on conenience and effeciency

    I t ti ith * l S li

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    Communication ena/led /et!een iSP and the 8S5 to giesuppliers isi/ility across all of their iSP accounts

    Simplified supplier access to multiple iSP instances:

    8S5 stores the suppliers iSP username and pass!ord 'ith a single login to 8S52 suppliers can access multiple iSP

    instances

    Integration with *racle Su##lier

    etwor.

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    iSu##lier Portal Punch-in

    Su##liers can re=uest an iSP account $ia *S

    Single clic. access to Bu'ers iSP sites Su##lier users setu#J!aintain e)isting iSP accounts $ia *S

    Oracle Supplier

    Network

    Bu'er

    iSupplier Portal

    Su##lierBu'er

    Bu'er

    I t ti ith * l S li

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    Integration with *racle Su##lier

    etwor. /etails

    Su##lier clic.s lin. %orinstant access to

    Bu'ers iSP s'ste!

    iSP Ho!e #age is

    #resente" in new

    (rowser win"ow

    I t ti ith * l S li

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    Integration with *racle Su##lier

    etwor. /etails

    *S storesSu##liers iSP

    accounts

    Su##lier can re=uestnew iSP account

    *S sen"s account

    re=uest to Bu'ers

    iSP s'ste!

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    Feature capabilities Market Driver(s)

    alue

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    *racle iSu##lier PortalDemonstration

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    *racle iSu##lier Portal4a/

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    Lra# 7#J KMA

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    Than. +ou