Oracle i-ProcurementJanuary ,2010
January 29, 2010
Agenda
IntroductionCurrent Procurement ProcessTraditional vs
iProcurementOracle iProcurement PoliciesBenefitsOverview Of
StoresPurchasing Category setup used for iProcurementItem
SetupRequisition ProcessApprovalReceivingCatalog Management
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Oracle iProcurement a part of the Oracle E-Business solutions
that enables Corporate Requesters to independently order items from
both local(internal) and external(remote) catalogs.It helps an
enterprise streamline the procurement process with end-to-end
business automation.
It provides powerful self-service requisitioning capability with
an intuitive, web shopping interface.
It is a key component in procure-to-pay business process flow
and helps the enterprise to process and manage requisitions and
receipts of the requested goods in a efficient and automated
manner. General Introduction to iProcurement
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Current Procurement ProcessLittle Influence from Procurement
GroupOffice SuppliesStaffing VendorProcurement GroupEmployeesPoint
Solution: temp labor requestsCustom Point Solution:
Computer StorePrint / Marketing SupplierNo Solution: expensed
new software purchaseBuyers are stuck processing POs, administering
catalogs, and supporting requesters Continuous struggle to enforce
spend authorization and purchase requisition policiesEmployees not
utilizing contracts or preferred suppliers in buying
decisionsCompanies unable to mandate employees use a centralized
procurement process for ALL business needs
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Contract Ordering Drives Touchless BuyingEnabled by requester
accessing sourced catalogsApproved requisitions are auto-generated
into POsElectronic PO sent to preferred contract supplierRequester
confirms automated receipt
notificationTraditionalBuyerRequesterReceivingSupplieriProcurementRequesterProcess
assures: Lowest price paid Lowest process cost
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Oracle iProcurementLocal, Supplier, Content HubSmart FormEnforce
procurement policies, cost controlInformationalCatalogChoose
aStorePlace an OrderReview Search ResultsAttractive user
interfaceCross-search compareTransparent PunchoutFavorites
ListsInline Shopping Cart
Account generatorP-cardsAdd attachmentsReference projects, work
orders, grants, etc.
PO statusShipment TrackingDesktop ReceivingInvoice & payment
statusWithdrawCancelChange Price, Quantity, Need-by-datePre-,
Post-Position HierarchyEmployee HierarchyShared EngineEmail or
online
Request ChangesSeek ApprovalManage P2P Lifecycle
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BenefitsEliminate Paper Work & Manual Work Reduce Processing
Time, Cost, Error, ResourceImprove Tracking Requisition
ProcessStreamline Catalog creation and management Enterprise
VisibilityCatalog Perpetually up-to-date and based on real-time
data
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Catalog ManagementLoad Catalogs into Oracle iProcurement using
catalog bulk loader in formats like XML,standard text, catalog
interchange format(CIF) or c XML.Load items and services from
Oracle Purchasing into iProcurement Perform punchout to an Oracle
Exchange market place or supplier's web store to access their
catalogsOrganization and supplier can also setup transparent
punchout To return matching items from an external site directly to
the Requester's search results.Catalog Authoring capability of
buyers,suppliers and Catalog administrator usingOnline authoring
and file Upload from Buyer Work center.Catalog Types and sources of
CatalogCatalogs and StoresMeans for the requesters to shop among
variety of catalog types and sources
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StoresMeans for the requesters to shop among variety of catalog
types and sources
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Purchasing Category against Item
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Purchasing Category against Item
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Purchasing Category against Item
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Stores
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Non-Catalog Request
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Non-Catalog RequestClick on Add to Cart
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Non-Catalog RequestClick on View Cart and Checkout
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Non-Catalog RequestCheckout
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Non-Catalog RequestClick on Next
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Non-Catalog RequestClick on Manage Approvals
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Non-Catalog RequestSubmitSelect approverFrom LOV
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Non-Catalog Request Submit
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Non-Catalog RequestContinue Shopping
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Non-Catalog Request Requisition ApprovalClick on Subject
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Non-Catalog RequestClick on Approve
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ReceivingClick on Receive Items
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ReceivingClick on Select
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Receiving
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Catalog ManagementFollowing Catalog Data from Oracle Purchasing
can be extracted into iProcurement:
Purchasing CategoriesBlanket Purchase AgreementsGlobal Blanket
AgreementsCatalog QuotationsRequisition TemplatesApproved Supplier
ListItems from Item Master including internally orderable items. In
the releases prior to R12, items could be uploaded with no
document. A Global Blanket Agreement is the base document to load
the items using Purchasing Buyer Work Center. Once the buyer gives
access to Catalog Administrator and Supplier, both can execute
bulkload for the agreement.Use Content Security Management features
to restrict the items in iProcurement.
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CatalogBlanket Purchase Agreement
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Requisition using Catalog Click on Advanced Search
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Requisition using Catalog
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Requisition using Catalog
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Requisition using CatalogClick on ViewCart and Checkout
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Requisition using CatalogClick on Checkout
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Requisition using CatalogClick on Save
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Requisition using CatalogClick on Continue WithCheckout
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Requisition using CatalogClick on Next
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Requisition using CatalogClick on Next
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Requisition using CatalogClick on Submit
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Requisition using CatalogClick onNext
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Requisition using CatalogContinue Shopping
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Customize WorkflowsFollowing work flows are used by
iProcurement:
PO Requisition Approval-
This work flow is initiated when requisition is submitted for
approval and it manages all requisition approval. Approvers, upon
receipt of the approval notification (via web or e-mail), may
approve, reject, forward, or reassign the requisition. If approved,
the notification passes to the next approver until all approvers
have acted on the requisition. Finally, when all approvers have
approved the requisition,the workflow process submits the
requisition to the buyer or purchasing department.
PO Create Documents -
This workflow manages automatic creation of purchasing
documents. This gets initiated when you submit a requisition
associated with existing blanket agreements, contract Purchase
agreement or catalog quotation in Oracle Purchasing.
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Customize Workflows
Following work flows are used by iProcurement:
Account Generator During checkout Oracle Purchasing Account
generator builds a charge,budget, accrual and variance account in
each Purchase order, Release, Requisition's distribution based on
distribution'sdestination type.
PO Send Notifications for Purchasing Documents - The PO Send
Notifications for Purchasing Documents workflow looks for
documentsthat are incomplete, rejected, or in need of re-approval
and sends notifications of the documents status to the appropriate
people.
Confirm Receipts -The Confirm Receipts workflow sends
notifications that are visible online or through email to
requesters who create requisitions through Oracle iProcurement.
PO Change Request Tolerance Check
Requester Change Order Approval
