Driving Digital Transformation

with Oracle Procurement Cloud

Matt Makowsky

Director, Oracle ERP Cloud

matt.makowsky@perficient.com

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Agenda

• Perficient Profile

• Procure to Pay - Live Demonstration

• Key Setups

– Transaction Accounting Definition

– Subledger Mapping Rules

– Catalogues and Categories

– Blanket Purchase Agreement

– Content Zone

• Generate Requisitions

– Catalogue Request, Inventory vs. Expense

– Non Catalogue Request

– Review Account Codes

• Review Purchase Order Creation

• Perform Receipts

• Generate AP Invoice

• Review Costing Processes

• Q&A

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About Perficient

Perficient is the leading digital transformation

consulting firm serving Global 2000 and enterprise

customers throughout North America.

With unparalleled information technology, management consulting,

and creative capabilities, Perficient and its Perficient Digital agency

deliver vision, execution, and value with outstanding digital

experience, business optimization, and industry solutions.

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Perficient ProfileFounded in 1997

Public, NASDAQ: PRFT

2016 revenue $487 million

Major market locations:Allentown, Atlanta, Ann Arbor, Boston, Charlotte, Chicago,

Cincinnati, Columbus, Dallas, Denver, Detroit, Fairfax,

Houston, Indianapolis, Lafayette, Milwaukee, Minneapolis,

New York City, Northern California, Oxford (UK), Southern

California, St. Louis, Toronto

Global delivery centers in China and India

3,000+ colleagues

Dedicated solution practices

~95% repeat business rate

Alliance partnerships with major technology vendors

Multiple vendor/industry technology and growth awards

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Oracle Practice Overview

3000+Deployments

Industry Expertise

Multi-Solution Expertise

EPM | ERP | BI | CX

Platinum

200+Oracle Experts

Partner Cloud Select

Healthcare | Supply Chain/Mfg. | Energy/Oil & Gas

Financial Services | Consumer Markets

15Specializations

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Procure to Pay – New Cost Management Model

Inventory Procurement Payables

Cost Management

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E-Business Suite vs. Cloud ERP Key Differences

• In EBS, expenses flowed through Purchasing. In Cloud ERP, all costs (Inventory and Expense)

flow through Costing.

• In EBS, purchasing and inventory had their own period close. In Cloud ERP, the Costing module

controls all periods for both modules.

• In EBS, the accrual reconciliation process was performed in Purchasing. In Cloud ERP, all

reconciliations are centralized in Costing.

• Receipts and Payables Invoices are transferred into the costing module.

• Any Period End Accruals are performed in Cost Module (previously done in Procurement).

• Live dash boards allow management by exception (did not exist in EBS)

• All accounting is defined in Transaction Accounting Definition (TAD) and Subledger Accounting

Rules. In EBS, all accounts were defined directly on Inventory, Sub Inventory, and Category

definitions. The Cloud ERP methodology centralizes all accounting configurations.

Live Demonstration

QuestionsType your question into the chat box

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Next up:

[Webinar] Oracle Essbase in the Cloud – A Mercer

Advisors Success Story

Tuesday, November 14h

[Event] Modern Supply Chain Experience

January 29-31, 2018

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Thank You