811612017 Oracle Services Procurement Process Guide Slap Headers rc een Procremen Pace Gade e <> at ner een. Sts vas teat Implementing Oracle Services Procurement is chaoter cavers the felling tops: ‘Lconses fr Oracle Sanices Procurement Profile Oston Used in Oracle Services Procurement ‘Concurent Progems Used in Orade Series Procurement Business Flows, + Qvenvew of implementing Oracle Serves Procxrement * Qvenneicof Setting Up Stes to Process the Procurement of Complex Wore + Sflna Up Steps n Ora Puchasna io Broce the Procurement of Combi, Wars {Setting Up Stee in Oracle &Susiess Tax fo Process the Procurement of Complex Wore 1 Setting Up Step in Oracle Procurement contacts to Process the Procurement of Complex Work + (Quervgw of Sling Up Stes to Process the Procurement of Contingent Workers Seting Up Steps in Oracle Purchasing fo Process the Procurement of Contingent Works Seting Up Steps in Oracle Human Resources fo Procas the Procurement f Contingent Workers Seting Up Steps in Oracle Projet to Process the Pocutemert of Contingent Workers Licenses for Oracle Services Procurement Prerequisite Licenses 0 se Oracle Services Procurement, you must iense and implement Oracle Puchasing re of Products Oracle Service Procurement Integration with Other Oracle E-Business Si race Services Procurement integrates and ntracs wth te other Oracle E-Business Sute products. “The follwing tables provide information onthe features that you can use inte aher Or Aeplcatons you have licensed and implemented these products Processing the Procurement of Complex Work Oracle Sok Sones ees Seria, roaiing fe Managing Canngan Wark Teng Waving Bais 6 Tecra Ora Supple Poa 1 Resure Alonng Seach And Arson Resour civ Proje [roc Resa Hanagene Profile Options Used in Oracle Services Procurement -Arumber of prfe opsons vem the behavior of Oracle Services Procurement. During implementation, se a vale foreach profile option to specify how Oracle Services rocivement controls acess to and processes data, Profile options are groupe int te felling atepois: + rerequste Profile Option hps:iléocsoracle.comledlE26401_01/doc.122/068109/T659470T859474, him Feature [Ariston Required rae Questartes, Raut er Qulaion RFQ), RFQ peas, And Compare Qual [rade arcing Qu, Wor Confrnatons [ree Super oral eum Serves i, Pay on RCE, Raaape RMSE rade Accounts Peat rac Projet Pores, Daler, Projectors an Aus, Dalucin ard Back Chage Proaaina, age Maragonen, rage Raul Change Owe, ade rojas pring irae Procesin the Procrement of Contingant Workers Feature pplction Required 198811612017 Oracle Services Procurement Process Guide + Profle ations to Process the Procurement of Comex Work + Profle Options to Process the Procurement of Contingent Workers ‘Te following tables Ist the prole opvors with a reference to thelr Orade Application, a bre descripcon, and the business flow. Prerequise Profile option oracle Profle option_| Appleton |Description Po:erasie —|orace |The valu Yes nates tat Gace Sarees Pecans nied ana Natale Seng is rte va a Ys wl rable avi Ine oes in OTE Sevees Pirebsing_| Sourcing and Orc Puchasng, When te pre pans nab, buys ca Coat Ines Wh holon ado ieypa 1 te ae Temp Laver 1 Ratebase Temp Late Profile Options to Process the Procurement of Complex Work (race Services Procurement uses the folowing prof option inthe procurement of complex work busines fw. Profle oracle [Option _|Aopieation oR: Orde | Datamnas the ne ype for aout asa nov-atale requess, An aneure- baad remuet aoresne manstany tors for arte, 500 USD worm ah Jamourt | irecrement| service The vai select shoul be astm te vas Sle fe PO Goods ine Type one POR Rate std Saves ine Toe, Youn Sa! coy Sod Ine'ypes wha Furchase Bass of Sereas ag a Vale Bass of anc fo ths pele op rach SeveesMoctremares lena ara oles, serves on yeu cn sce Valie Bass of Face Pes or Amar. For ore vomaton fe ote Oa Poca Ilemeraton arg Aamnseaton Gack: Ene Tie FoR [oace | spas na cla canoe a pe erut | Procurement | te aptes when aren anvutn| + Gras rereatg veut. ate Type 1 Gonvering a elated tes Warsdtioal pres ino a request’ uncon pe ofc eon to tr Corperas er Spe (nt Usc), Onc, the eqs renaves on ever esas tg Csi tet echo te ts and aot ce ut the Tor move efor ote Gace occ’ Iponeraton ane Adnan Gite Profile Options to Process the Procurement of Con! gent Workers Profle [orade [option | Alison Pescription aoe te based ep abate ype: Fra aa based tap bor Whe pe, ey ue ease (VON) ested ase WS UOT ss lceeter|Purchasng |ormore wfomaton, tera the Cac Purchasing Users Gude Sout | Precroner | rst be dst rom the values seta or POR: Goes Lire Type ar POR Arnau ase Seven Tp ee ne pes wi Parra as eres Une Ie Gaods and Vu Sao Quay for tha pao In Ore recitation ean, the Sees ie by arty fe ype Tipe eoreaponds to tet ype seated the POR: ate sed Serves ie ype pt pon. Feerare omotn, er the Oras cian Implantation and ernst Gk ro: [Gade ___ | Yerindes hot ne coro assonment completion rtfeatin i ero the reqnre when the sana GTI [Conracter [Purchasing |For mere vemeton refers the Gale rang Users Cue Comeeien Deby stad |ructiany |For ai erate ace easy t's oe Peerage FOR: | orade [tne i ra ype Wat shoud be ud for epee oe ncaa osu erate] ror former oman wot ac Pacem pana ttn at oR | ce __|Detorines whet epprvlotherouon le requred ater crac asagrmenk Se Abays to alvay roqure sopra Conatnaly Rogires Reaporal | hoczonen | one ot eegpealisoqured an fe eangs ho nen se Mot rape eporal =o exo at am ae Irn ama hs chrge ore sre Reuter mashes tek pre, gunn st mensr, acre, Bean, or ross inomaten on he eqson dong the Caso i os Conctor erator asghmet tere ie amount blow te reqs pero int, enon he equser’s approval (no aera sopra Denaro ‘eae Fs ere eer, refer the OacePecwament Implementation and Acnsraton Ge essed 8y | Sater The Sar Date on The conser reeves aus based en hs prt open, whch abo pat of Ue eauears Proaener raw Re Spend [ore Dataranes wal you can sale corneal waves opto pay of he ake ued by employes For arama yous is apc To Ys, yaa ean sale congo wore to bea super he haan! vito ad a autarzr ne Aer wide Ferme omatn, ter the Grae HRMS Conan Reporting and Stam famnistaten ate psiloc oracle.comledlE25401_01/doc.122/068109/T659470TS59474 him 2198811612017 tod count | Homan Oracle Services Procurement Process Guide Frere rears, eer the Ore HRMS Contguna,Repertig, ad System Aémnstaten Gu (peng |roaeatons Reuse | Orede | Eabes the al sequence fe cart workewaurbar geeraten Tis sequences shared og al buses ups Tose pote epton, you un [Gooat [Human __| te pocass “crane automate person urbe entation egal sacuncng” You cao sorts onan i the yt Melle Vales WON [covargent |Rasnrces | or more women, fro the Gale HENS Conan Report and Siam Asmat Cae er ce Om _ RSEA ae Naas ma SSR pls ages wa aa cage wae au Cela GRR MY NG er” James Former omatn rtrothe Gade NS Coie, epi ard Sno Hana se ra [Gace | Convo whieh Pera] Actors meu Sn dps or nes sho areal onnget wanes you tee 9 Sao Perera cos en or noe Conargene [Homan | waren you most vane the pale spon to pon your tom ev. fteton™ |femiees|formarromeie rat oc oi ey So Soc sy Gate, no: [Cormnen | peng Une vale cares For Ns pee opon aa canals oregon WoT aes RUSE OER Detzmnes the babes group iad 3 rsp Fe mveomaton, fer ta the Grace HRMS Canuiha, Reprin, and Stam Aaiistraten Gate Reser [race Pree | Homan Rese acess to te gato, poston ard pyre dane ne sory Poe Ferre ieematon, fer the Ora ARMS Corgi, Roping and Sam kcnitraton Ge ornegatre Aon | ore Time erty |Projes raats wheter you can ev ray aus on teva nace Tne & abe Ferme remote, eters the Orcs Proje mpiamantann ditaporove|rjecs rakats whabe a aamatcaly approve tnecaas saad a rade Tae en aber Ferre oman, eer tthe Orc Pjacs Imptonenatn Gace Bssress [roc Indies webs Once Tne wd abr dopey a bushes nese, mare heomaton, refer the Ore Prac Inperentatn Gace Pi Ovens | Once ovrover | Prowes raats wheter you can at an ovaring approve for nacre Oral Tie an abr Ferre remate eer the Oracle Projects Inpereatin Gue Concurrent Programs Used in Oracle Services Procurement Business Flows “This topic provides information on the concurrent programs that you run when processing the allowing busines flows in Oracle Services Procurement + Processing the procurement of complex work + Processing the procurement of contingent workers “The following table es the concurrent programs wth a bef desction anda reference to their Oracle Applicaton. htps:iléocs.oracle.comledlE26401_01/doc.122/068109/T659470TS59474,him Program | Appication |Description ow PRC race [Orcs [Supp te plementation option aps cortgen workers tine Grr wih FO niegrten: Revive projeebed siplarcoms—[Cararaene Ferareyomation refer the Ore Pace insane Ge recrorert Rc Dswibts | Ovacde | Sppas te contgart Eber rtaton wth pura eras IF rteyaton satu wen Grade Puce, ten Se or cosing [orange {Btorcoss "| rojeas _|oraram dre ate on te purchse cde ne For cninger werk tras wih Oracle Puchasng recat, wen you rn | Worker pe pros PRC: Ostbut ater Cots, Orde Projects uses ass Pom he etn purcase ofa scale De oss Frecrenert Ferre nfomatn, lett Oracle ejects Ranaamaras ane Oradea! Casting Use Guo BRC Sinbuta [orca [creates the tal buena cont dion ts for al vatsacre urged to breed procs, evn Fe Wareaclon nt [cangor ett @udered [Projects | ued ta account rte tal projet conten th cat accu were cose Fervent, eter to the Crace Pec Cth Use Gute recent PRG Strat Oace [Suen processes adit ard niyo ss of proves at a De un sonal Galle neon ‘Congee tee Prices [Retort thetape Sabmtne Sreamne Posse, Once Projet: uncamata ox recrerent PRC Ttarace [Ore | Subrts the oath Proj Intaacs Sense Repro Payable procs to Vase pees apes te Payables Boars Rapow _[onvloe perce Repots |projers [ince anes, wore Paykes Ferarevomaton fer to Occ Projects Radome. recremert PRC: Tarascon orace | Uses predates varsacion sources to par uansacens fam alter 30s Apalkalans Sich as Ode Tveay, Ode Moka [carrgent, inp Projets | Nanfacutn, Orc Tne ard aor, an Grad abe ben, Were Fo are inaatio, ler tothe Caceres iret ute Peauerert PRC Upgta race] Upatas the proket erry erunt ihre cat cortnert and ravens Waeatins Wd any pen besins dpe raion [Coren Prec’ Sanmary |Peajecs |Youean inthe prose ae many tne: ts you want To suomi he ates for one aja, te RC: Update Proje Summary | Were 398811612017 Oracle Services Procurement Process Guide amounts or 3 aroun for Sng oj presas Precremert Sale Pret Frere lvomaten, st" Oa Proects Runner RevaveTine [Orde |1forace Seis Prociranet is mplvavid ard contac worse thar ne vough Ode Tine ad aber, an use ths [orange ftonot, Pucheseg_ | ores to great rons othe eatced tne You can celeste pocre-t-p37 Newby rig the Pay ot aceot proces. Ths Werk recs lacs ese varsactrs ste Recon Open ies and tan De Recaing Tesacton Presser Sauomatialy | ectemert Implementation Considerations in Oracle Services Procurement “The following topic proves information on implantation considerations forthe complex work and contingent worker business fw. Implementation Considerations for the Complex Work Business Flow Available Line Types “The following table provides information onthe diferent pay tems available for various ne types ina complex purchase ode, ine ype aus baci |Purchace Sais | Matching Gace [OSP Kem | Pay Rem Available coe fesnaty | ones fawrsty |e (sone cos [esaty [ones [qunaty __|Yes__[Retavataben copier aes Food Pea Sovies [fied pie [Sev A [ene Lip Sum ne ane Feed Pre Temp labor [eed Piee_[ Temp tabor A [Pens tie Sum ne ate ae based Teper |pate [Tarp abr [Piste Lame Sum a ate Destination Types he destination type is ented based on the selected cecument style “The destination type for + xed price service line types can be Expense ony + Goods tne types canbe Inventory and Expense Non-Financed Purchase Orders Fors nonfnanced Purchase Order docu + The pay tems need toad upto the total value of he ine + The recoupment rate should be high enough to Fquldate the advances pa Financed Purchase Orders ina anced purcase order document: + Then ha ts wn delivery shipment + slltme pay items are taken tobe frances and bed using Prepayment invoice onl + The sum total of pay tems and advances specified shoud be ess than or equal to the toa amount of the ne te shoul be high enough to hquldate the edvances an the pay em amour. + Recoupment + cue at Rect s not supported for hanced pay tens. + Encumbrances ot supported for franced purchase orders. Implementation Considerations for the Contingent Worker Business Flow Encumbrance: In Oracle Purchasing, you have the choice of encumberin a Hanke purchase agreement or the requston, For Pending contractor quests, the encumbrance is always done onthe reguson. During conzacor assignment, Oracle rocurement temporary unrservs (releases reserve) funds, The fund ae reverend afer fonivactor assignment s completes obs Cracle Human Resources jobs are spec to a business group. Therefore, the job selected onthe conrator request isthe deiver-to locaton on the requston to ‘thas locations that belong tothe preparers business group. Document Sourcing you have setup olabl blanket agreement or conrat purchase agreement document sourcing, then Oracle Procurement dspay the source document information in the prefered supehs Ist on the contrac request the follwing condos are met. (Some of ass conationsSppy only to blanket, nt contrac, agreements) ‘The source documents suppller and supplier ste match a supplier an supplier stn the ASL forthe selected jb category The start date entered onthe contractor request mustfallwahin the effective dates of tre soure document Price break information from the Sour document is usd, based onthe celiver-o leaton selected onthe contractor request and the date the request was crete “That ithe date that the request was created is within the effective dates onthe price bras, then that pice break is used, Te Ine type onthe source document htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 498811612017 Oracle Services Procurement Process Guide ‘must match the line type onthe contractor request For exam, 2 Type of Fed Price Temporary Labor is slated on the contractor request, then only source document lines wth ths ine pe aspear. Note: Oraceirocurement doesnot obtain new source document information ifthe requester changes the start date during contractor assignment or changes the raquistion lat using the Change button Fe curency on the olobal blanket agreement fers fom the requests funcional currency, then Oracle Procurement Uses the exchange rate Inthe sstem to perform a curency conversion. IF an exchange rate canet be foun, then Oracle Procurement uses the exchange rae the POR: DeraultCurency Conversion Rate Type praleoptian determined Descriptive Flextields Fer contractor request, deste flees dort appear inthe shaping et even you use Oral AzltionsFramenerk pesoralzatin to dspay them Overview of Implementing Oracle Services Procurement “To implement Orade Services Procurement, Sette PO: Enable Services Procurement profil option t Yes. ‘oalye your busines requirements and complete the fellwing steps to use Oracle Services Procurement + Setting Up Stops to Process the Procurement of Complex Werk. Se: Overview of Setting Up Steps to Process the Procurement of Complex Work + Setting Up Steps to Process the Procurement of Conogent Work Overview of Setting Up Steps to Process the Procurement of Complex Work “This topic provides an overview of setting up step to process the procurement of complex work, ‘The flowing table ss the setup steps and w reference to ther Oracle Application, [sep ne [Sten eplcation coment [epi [Setup bearer aiies rach Pe Regus [stp [Deine Puchasng Pie Opens [ace Pucasng Regard [ps [5s Up Sippte Change Ore Tomar | ace Puce Regie [sp _[ Setup Froneal Opens rack Phase Recut [sep 6 [Setup voce Toerance Tenpate [race Pcasng Regaves [sep [Creme rejects rack Panes Resires [sp 9 [Deine Approval Ras crack Approval Meagan | Opteal corpus appeal Obs Based on Busnes nec sp [ete Pecrenant conta [rade ecurenantConzas [Regus “The flowing danram shows the ferent setup steps in Oracle Applications fo he complex work procurement process htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him811612017 Oracle Services Procurement Process Guide Setup Overview param, | Puchesing | Pajobes | APO | e-eiines Tax Fri po sera Iroc mies] || reo I Sie i I Do to SS season i Ti Ras i i i For instructions on how to complet each step, refer to the fallowing tops: + Setting Up Steps n Oracle Azorovals Management to Process the Procurement of Comelex Work Setting Up Steps in Oracle Purchasing to Process the Procurement of Complex Work “This opie deserts the setup steps in Oracle Purchasing to process the procurement of complex work 1. Define the Key Pote Option OR : Amount Based Senices Line Type: You must define this profle option that determines how series ate to be quantified and ordered on the contract document. To use the Complex Senees processes, the value of tis profile option must be st to Fed Price Seles, which means that services wil be ordered asamp sum amount * Ficd Pree Services: Series willbe ordered as Lump Sum Amount “+ Arount Based Series willbe ordered as & quanty with uit pce as 1 2. Set Up Document Styles Purchase order document styles alow organzatons to control the look and fe! ofthe application to match the usage ofthe purchasing document. Use the Document Styles page (Setup > Purchasing > Document Sly) to create and update purchase order styles. Tis page enables you to create document styles for complex work orders (Actuals and Finance), htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 98811612017 Oracle Services Procurement Process Guide osama Shes > Create Document style “ame Peas Caer Wonk Descipton Pree Came Wok Document Types Heaovm Enable Type Disply Name SueomaPuctese ner Comex ea PO B ConatPuctase Aawemert —Conglrvoa OPA tema Fras agreement Document Controls epoca Wonkion POA a Welw Sata Process POAME Aol Tep A ‘AME Trane Type Puctac Cet Aor aio options = S40 ronal ateatow et Arona “To create a document style forth complex work process: In the Crest Document Style page: ‘Enter dtas suchas the name, description and status «Selec the appropiate document types and enter the csplay name, + Specty the document conto For more information on document types and document canta, refer ta the Defining Document Styles topic inthe Grace Purchasing Users Guise. Commodities Pricing 1 anc Pig. Controle (2) Dette Hat conte, Complex Payments. 1 Atances 1 etsnane (2) sade rogessPamens ©) eat Pos Faymets ae Coat Panos ‘When Oracle Services Procurement i licensed and instal htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 798811612017 Oracle Services Procurement Process Guide + Inthe Commosities region, the purchase bases that appy to the complex work orders are goods and services, Note: The Temp Labor purchase bass appiable tothe procurement of contingent workers process oly. If Services Procurement Is implemented and You have enabled 2 Tenp Labor basis, then Select the Temp Labor check box to enable Price Deen “+ The Complex Payments region in the Document Styles page is enable and avalible for undte, The Complex Payments region enables you to et up complex work order styles. Define Pring Inthe Pring reson select the Enhance Ping check box to enable the Pricing Transparency functionally. Set Contos Selec the Deverble Hold Control check box to inate payment hold by devesbles uncer the Controls region You can create 8 procurement contract deliverable tot wl place invokes on ald unt the clverable Is submited bythe supplier and completed bythe buyer. The Del tenable you to ld a payment independent of Pay when Pai. Enable the Complex Payments Artes 1 Check havances i advance payments ace tobe alowed + Check Retainage I witoleing ofa portion af the payment unl all wock under a contracts accepted I tobe allowed ‘Check Schedules you want purchase orders using this document styl to ave schedule. The Schedules check box snot selected by default. Ifyou select the Schedules creck box, then the Purchase Orcer (in ths ease, the complex work order) using Hs acumen syle wl have Schedules. When you save this document syle, the Schedles check bx snot updateeble a ater pont inte. “+ Chac Progess Payments to enable partial payments during performance of the contrac. If Progress Payments s enabled, at last one pay tem must be Selected, + hilestone ~ Enable for payments based on progress events. Enabled by cefsl for Goods ln type. ' Rate - Enable when payment amount I pro-rated based on the percentage of wok completed. + Lump Sum - Enable when payment amount i fed amount based on the percentage of work completed “+ nally both check boxes (Schedules and Progress Payments) are unstleced Services Procurement inalled, You must select ether Progress Payment for Scnadls rbot, ctherwise an enor meseage pays ‘Enable Treat Progress Payments as Corzact Financing fit appli to the ty's progress payments The checkbox Treat Progress Payments as Contract Fencing alows every payment released for work perfrmad on tne propess payment schedule tobe treated as a francing payment tat are recouped from payments for deliveries on the contrac. ‘when te Progress Paymnts and Schedules checkboxes are selected inthe document style ofthe cutcome document, uscrs can crate ines with or without pay inom in Soureng documents + the document styl ofthe cutcome document has Schedules and Progress Payments enable, in the RFQ, there ae no pay items defined fr those REQ Tne, then the nes are taken tobe lems whic are to be reosved ether et an Inventory locaton or at an Expense destination. + the document styl ofthe outcome dacument has Schedules and Progress Payments enable nthe RFQ, there are pay tems defined then those ines are taken to be Poy tem Ines and the pay ems are copied onto the orc document progress ofthese pay Rem are tacked using Work Conations 1 you select Advances and Retalnage check boxes Inthe dacument syle, then users can create standard purchase orders wih advances and retainage In the Complex Payments region, f you select the Advances, Retinape and Schedules check Boxes and ithe Progress Payments and Test Progress Payments as Contract Financing check boxes are nat selected, then you wll be able to create Standard Purchase Orders wih Advances ara Reainage However, you slat he Advances, Retainage and Schedules check boxes and f the Progress Payments and Treat Progress Payments as Contract Financing ‘checkboxes are not Selected hen the Gocumert sve Supports the craton of Blanket Purchase Agreements as wal When you save the document style, you cannot update the style with Complex Payments changes (Advances, Retanage, Progress Payments, Treat Prosress Payments es Contract Fnancina) af a ater point tne hen the document style has Advances ané Retsinoge enabled, then the falling felds are avaiable inthe pogesIsted: Advance Amour, Recupment Rate (Gs), Maximum Retainage Amount, Reainage Rate (9), Progress Payments Perantage& splayed when the Treat Progress Peyment as Contact Fnarng heck bx's selected inthe docuient syle, The papesidocuments are * Ceeate Negotiation Line + Review Negotiation Line © View Negotiation + Review Bd Line + Analyae by Une 1 Award by Line ‘Amendment History + Coeste Template htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him a8811612017 + POF Document Oracle Services Procurement Process Guide ‘The following table dsplays the combination of various check boxes (conta for eferent types of complex work orders using the Complex Payments reson Progress] reat Progress Payments Advances | Retainage | Schedules | Payments [as ContrecFinancing |Description [Great [ereca erected [ermecd unciekce Tc ea Delve Pym Compix Pucane Or Ta ars wl ave bath Schoen Poy tems 3 (Gaciad [creed orestad | tnerecas [tneretee “a Saned Purchase Gree Fis rr wl ave ony Svea, Uses an eae [erceat [ereced | urchaced [wea [Uneneiad Tis a Deter Payers Conplx Purchase rr Ths Order wl av oy Fay Hen Tab [Gnmkad [Grcied [Unchecked [Checed [choked This Fnac PeyrersConplex Purch Orso Tis Oder wil fave on Pay Re Te Urchecied | Unceses [Orwciad [oreaee [omer This Froncna Payment Compe Prose Ore, The Oder wllnave brn Sones and Pay ems Tab avacs Rare ane: be saa for er Poy ttems Tab. Advances or Retaiage cannot be spectec for the ofGer Trcnecrad Joncas eed need [nae Ts aad Puce Orr. This rr wl have any Sheds hs avons oF Unchecked | Uncheied [Unchecked | checked | Urcckod Ths ea Delve Paymeres Comex Purcase Over, Th Order wl ave ny Poy Rem Tah avons o tana cnt ba spect fore oer onchecke | Uncieced [Uneheced [creas | chan Ts Francng Payments Complex Purchase Orr. Tis Oder wi ave ony Pay Ras Tab Aavanees er Ratan cant be spaced fore ce 1 Serves Procurement i installed and document styles ext, then the Schedules check box Is unselected. You cannot update the Schedules check box for isha document sys. Set Up Supplier Change Oréer Tolerance ‘uto-Approral Tolerances are specified for Supplier itates Change Requests onthe Progres Payment Schedule. Buyers can specty a tolerance based ona percentage or doll amount of pay em quantity ard pay Rem amount Ifthe requested change fl within te mts defined by band, i atematcaly Dpproved and the controt updated. Supplier Change Order Buyer Auto-Acceptance Tolerances Heme. pauioue Mecswe Maximum lcrement Maximum Decrement setae ity Payton Ourty Pay tan Aut Promseese Das Routing ‘sec ay oe fun aes fr hn super nage request Sb ae 1g. PF 1 Pee gr toes no nasty easton) Use the Supper Change Order page (Setup these olrences, 4 Set Up Change Order Teerance Tolerances and Routings ) to define takrances an routing for buyer auto-acceptance. Oracle uppler Poca uses hps:iléocs.oracle.comledlE26401_01/doc.122/068109/T659470TS59474 him 9198811612017 Oracle Services Procurement Process Guide ‘Avto-approval tolerances ae speced fr Buyer inated changes onthe Progress Payment Schedule tolerance i specied based on a percentage of pay bem price, quantty and amour Ife requested change fl witun the Smits cafne by tis band, tis stomotealy approved and the contac euedate, ‘Specity auto approval tolerance fr pay item changes Pay tem Price + Pay tem Quantity Pay tem Amount ‘Change Order ‘Auto-Approval Tolerances for Agreements. Auto-Approval Tolerances for Orders HeBae un curs ine aunt eed Pc en-us ‘Auto-Approval Tolerances for Releases 258-a ee ea ay a Measure Maximum iezement D6 ° He seem ne ou ‘sepeaue vay Pay tan Pe Payton ouoreny Pay han tear Use the Change Order pape (Setup: Tolerances and Routing) to dein tolerances for aut-aporoval of agreements ders, and eeases, Oracle Purchasing uses ‘these tolerances 5. Sot Up Financial Optons Sette Retainage Aecount forthe Operating Unit inthe Financ Options page (Setup: Organizations» Financial Opto). htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 1008Oracle Services Procurement Process Guide 811612017 anc Pean tom Ocoee Ton wiveoraeenean PORE Vance Gon GHTHOTREOHOMG POR Vance aes GHHOTBOHOMG eeeames| veces | Frome caenaroanN Define one retainage account forthe Operating Unit o account fr funds withhel from suppliers ding business wh te organization 6. Set Up invoice Tolerance Template “The tolerance between Amount being invoiced and the amount planed on the Series Procurement contract or the work to date represented by the approved ‘Work confirmations is defined in the Iveice Tolerance Template wincow. The variance is defined as both percentage-ased arc amaunt-based tolerances. ‘The tolerance templates ae defined for goods osevcws anc the most appropiate templates wil be assigned to the super ses, Tis allows the users to manage tolerances values centrally yet asin the pls atte racing partner location, cm ‘esciion Seice Trance Poiey Type Semis Tae tala ona [ aro Atma One [80 ‘oc a Od ’ acing [100 nine 7 osm essing | nx a al % Pee vce fate in | ‘Bo ae oe eg Shomer Anat [ ie sp ara Tied Anant [fi i attr] Using an eppropriate Payables responsibilty, navigate to Setup: Invoice to open the Invoice Tolerance Template window. 2. St Up Supplier Sees ‘This setup fas is required to record information about invidvals and companies fram whom the customer purchases goods and services. Tax registration and profiles are defied for the suplr-Azational, the buying Organization can specty Payables accounting defaults, the nvace Match Option a wl default the purchase oréer, Ince Tolerance Templates for Goods and Services, anc a unique Reainape Rate for each Supplier Ste Users may maintain the retainage rate based on past perfermance andthe contractor's history. So wren a contrac crated with this supper ste, he reainage rate defined mere wil eft onto the contract. Navigate tothe Buyer Work Caner > Suppers tab to a information about suppl. htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 1198811612017 Oracle Services Procurement Process Guide Setting Up Steps in Oracle Approvals Management to Process the Procurement of Complex Work ‘act Approvals Management i @ common madule which provides uses the ably to configure rues which determine the approves within the enterprise for business lransactons o aces, htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 1208811612017 Oracle Services Procurement Process Guide oa Business Analyst Dashboard “Ts ttle asthe ansacon pose det you acces tem ‘Transaction Types Hosea ows 2119220 ame Ayplion flee Test Seip Pes ac rsngen ayes >> R- Ps mies ep rvs a > # Pat Acumen Corns ti Fact a 9 # Pope en eed pweseng ao # recs ua SH Sp ae ret race ome venom - > #, 4 Recently Updated Rules "rst ces nose etn edness hr Meseem ne ule Type Transaction Type ‘ton Daly er Opiate > Future Active Rules “The Werk Confirmation transaction type allows rule configuration for detaining the mest appropriate person to evaluate, cartly and approve the work confmation. This could be a eld engmnse, a project manager or even an architec. “The Payable Hols Resluton transaction type alls rule configuration fer determining the mast appropiste person ta researc, negate, anc reso invoke tolerance halts, “The Payables Invoice Approval transaction type allows rule coniguraton to suppot lin level and document level aprovals pls etional ules which allows users tw forgo invoice approval te invoice matched to a purchase order. ‘You can use the delves approval rules and transaction types o create your rules and transaction types to suit your business requirement, For mor information on approval management, se: OracieApprovas Management Implementaton Gude Setting Up Steps in Oracle E-Business Tax to Process the Procurement of Complex Work “This topic deseribes the setup steps in race E-Business Tax to proces the procure of complex work, ‘Oracle E-business Tax provides a singe point selition fr managing your tansaction-based tax requirements E-Business Tax delivers tax serves to al E-Business Sute business flws through one appetioninarfac. As a lobl systom arcitecture, E-Business Tax configurable and scalable for adding and mataining county spect tax content Use the apsroprate Tax Administrator esponsilty, Tax Configuration furtin to setup the flowin to process complex work ders: + Toxregimes + Taxes + Taxstatuses + Taxjursdictons + Tax ocovery rates + Taxrates + Taxeules For more information about the setup steps inthis section, refer tothe Oracle & Business Tax Implementation Ge And Oracle Business Tax User Guide 1. Set Up Tax Regimes “Tax regime isthe system ofreguatons forthe determination and administration of one er mare taxes, Tax regime definition 1s used to ent the taxes that need to be applied onthe purchase order document htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 1308811612017 Oracle Services Procurement Process Guide ‘Tax Regimes Search * meas oqaratnt Regen ve Coy "cot Name Ud Se 6 Cae) He ey ol Regine Code eswesracier ese racsenss ssaestacansr ussaes aes 2, Set Up Tax Noma County Name = Unset tee Deaton Contos Prove eres Advance Seip Opore Races omeeomnes! samt. 1 Use he Reger Regime Group | Efetve From Effective Te ‘Taxis ditnc cho-ge imposed by @ government through a sal o tox authority. Every tax in Grade E-Business Taxi defined under a tax regime. Tax: STATE Main information Conran Owner Seogrnny Type Part Gogg Nam > sno conto sn tus ‘Tex Reporting Codes Heme m “Tax Reporting Type Code 3, Set Up Tax status By mate Taxa Tasos US. STATE_ZONE_TVE. 51307 Dawa Type Reporting Code ‘ovr Georapny 108 overng Tox Auhoty Cotecung Ta Autonity ‘pla Amon Hanna Description htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him sOvERROOE ZONE_IYPE S137 Promtet (Seta Oe tae 1D se Tac tr eeprng Poses Om Etectve From ——_Etecive To 408811612017 Oracle Services Procurement Process Guide ‘ATax Status the taxable nature of product inthe context ofa transaction and 2 specifi taxon the wansection, Tax statuses are defined to group one oF more ‘erates that ae of the same or sian nature. Every tax satus In Oracle E-Business Taxis fined under a ax and earns one o are tae rats. Hom Tax Contauaten | pots anes Tracers Oras andConrs Power Sewcas Advent Sein Onons Ries Tax Statuses re Search ‘Alan Sas Eo wae nave t= 0303) : ‘Sete somite aa ae ace | et counny name Une 5 8 mae. Tex egine Cate a soo Regma ate oon a “Tox sais Coxe a ‘ac sts aos ed sens hat connpuatononn zi actus wa ecru we Ca eat yon pec can we ne vrs ee come |S Se Sinn Code = Name Tax Regine Code County Name Configuration Owner Efletve From Efeine To = Update GOP/ mad SUAMDAEO —STAIDA.. hans ——USNONTAXALE Ute Sis abn peas =r ow52 7.8 summano — staoa. coumy —YESHEPTAC pacts RACED a ago 7 8 ‘sungano — stWOA. ary YESALESTAC eats SECON on tno 7 6 unm sworn. stare UESMESTAC essoune Qh Coioon go 2 8 4. Set Up Tax Junseetons ‘The incidence fa taxon a specie geographic area is called 2 Tax ursicton. A tax jursction i mited by a geographical boundary thet encloses 2 contiguous poltical or administrative area, most commonly the bodes of county. vine [ToxConfouraton Proc Paes Trasclons Datta Comoe Pave Serve Adrnckd Sp Cons Resse ‘Tax Jurisdictions Search Tx sutton Coe || a “ax Juin Mare APETNAT URIS. 18 0 cite Mouscnee | SOS ee Te TaxJursdicton Code ~ Te Jurisictlon Name Regina Code ~ Tax Juisdeton Geography Name Reporting Tax Authory = eeETNAT US 18 AP ETNRT JU. 18 arctan 18 ca 5, Set Up Tax Recovery Rates ‘recoverable taxis a tax tat allows ful or paral recovery of taxes pall on purchases, eter as a recoverble payment or as an offset against taxes ove, htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 1508811612017 Oracle Services Procurement Process Guide one TaEContguaton Produce Pater Tarmocons Debus réCaas Poe Sewces Adtanced Set Ontns Rasiete Tax Recovery Rates Search * mae reuse ‘gene vel “Cony [=] Tu * coun mame Unease a ‘Congaravon owner cease Sy Tax Recovery Rate Code. Tox Tax RagimeCode- Country Name Recovery Type = ramiteraceec 19 MOULTOT —_24UBSTATETAK Unto es nent zevaronecus avers 2uussTareTaC unto sites sentre vasttesoaecw msmese peussrarerax unto ies ‘sonar passes sec 10 MSMES1 ——MUSSTATETAK Unto ios sont 6. Set Up Tax Rates Coniguraon Owner ‘tat Compton Owner tal Conon Owner tal Compaen Owner ttl Conpuzen Owner ‘Tax Rael the rate spectied for atx status. A tax status can have one or several tax rates. n adtion, spec taxrates may aply to a spec tax Jurtsdccon. TacReumes | Tews | TexStases | Teclucuton | TacRecovayRats | Tana | Tues Tax Rates Search * nace ogetets ‘epme'vel Caen) (=) onmgurton Owner a Gee | Ho ete TaxRateCode = Tax uation Cade Tar Tax Regime Code = County Mame rsa WasecTa: USES tee te staan cowstounone2er3 COUNTY USSALESTaKSmaS! Utd Ste staan conmaamuronere COUNTY US SALESTAKSRIS: Utd te staan com-cooent98 COUNTY USALES TAKERS: Ud Ste sao cocaLosaNGELeS-I089 COUNTY US SALESTaKSmaS! Utd Ste staan craneoanDaLe-21e63 ow USSALESTAConst United Sales staan stoves STATE SSALESTAXSOT Ute Sales staan Srvc state USSALESTACOT unless 7. Set Up Tax Rules ‘In Oracle E-usiness Tax, a tax rule is 2st of conctions thats used to determine the tax fora specif transaction htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him ous Coniguatin Owner ‘eos Comuatan Ooo ‘ba comuatan ovo ‘ba comuatin Ooo ‘eos comuatin Ovo ‘ba comuatan ovo ‘tba comauatan Ove ‘eos comauatan Ovo 1608811612017 Oracle Services Procurement Process Guide one TakCentguadon Prsict Panes reasons DehuksanéCntae FowarSnwene Aastond ete Opens Ret Tax Rules. Search Cantgaton Guar Von Osean a | ela Rue eongnas Common Conguten Select ne rae pe: Reo us| FF y sand Al Calpe si Sto se see on = WP" ower — Defauit Class Order Set Name, iti * Seer Be =e is , Aopheaiy Type Necrosis 7 som ae , zeta Z =~ z Sovct ito pe: REO RS idea Ro ny a 2 2 Setting Up Steps in Oracle Procurement Contracts to Process the Procurement of Complex Work '§Orace Procurement Contracts is insall ane Icenseg, then you can crate contract es ane apaly ther to sourcing nagetations . You can use contract terms to speciy legal and other equemens for your negations. htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 708811612017 CconmetTampises | Caisse Varsbe Fone | Sactone Contract Templates Oracle Services Procurement Process Guide = > some were Sen Coens Select Temple: Stbmt| CresteRenson Dupbeat || ese Tempe | 5 2 (5 Select Nama = Description Sonas Ivermaten Templates. Use the tnformation Template Assocation window to assoc eo sua em Cag [SERVICES TEMPTEGH |= htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 1908811612017 Oracle Services Procurement Process Guide For mor information, refer othe Gracie Procurement Implementation and Administration Gude, 2. Create Service Templates Using Smart Foms Requestes procure ante or sevice that's ot found in the catalog, For these cases they use @non-ctalog request. The non-atalog request fe the aby to-add an tem or service tothe shopping cart based on a description ofthe tem or sei, Through the use of smart forms, companies can convenient contol both thelist of feds and whether a partelar elds enterabe or pro-defned. For example, create efferent servis tela or procuring series ic logal series, paler, interior Geceratr. Legal servces fr visa applations, nome purchases a ill reparation coud abe requested ror the Legal Services Store. Each typeof egal serie could nave an inadval template So thatthe appropiate prefered suppber ws communicated tothe user andor to ensure all mandatory _attbtes are captured on the service reuston. ‘Service Templates are create bythe Catalog Acminstator In Oracle Procurement. Navigate to the Smart Forms page arc lnk the template to sores in Procurement camera | Store| Shane Conga Manage Smart Forms rete smartFoon | 32H hy A Noma = Coston Lega Conieg ames UK) ee Canating sen) Leg Canin ropes SAL Pale a Tada Prges S) ters sa nena rage UK) ‘lv Remisnn Pres Sat) “Timely Reganen ProgessU) “imal vee Regen sen Sue) “uma Regs sen UH) om Type Serica bey uty Seca dy guy See dy uty Sere dy uty oat tea uty oat sevice ied yarn ono sri ied yeu ons ey aunty by aust (ous seis ana on svi ied Dy ons saves bie by ana Goat sacs ie by ana htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him peraing Unit opiseg Unt een Open rapes Mae own Opeatone Pages ox own opens oer opens Store Assignment tn Seis Preps LM) no Savin (tn) sg Seis Preps SAL vaste ng Sais Pres SL) eg Sas rears) eon Saves (tn UH) oases Press SAL ose Pres) Seiten Sas) ou See (tn 4) uy NISISISTSINISISISININIS SNON STE811612017 Oracle Services Procurement Process Guide ponecens Swies Schon Canin Update Smart Form * eats rqaraa tk ett perateg Unt sen Operate em Type Serves oe ua Deft om Information Detet Supplier nformation em oesroon ean eo ©) veer canis eset spolars No a cnony SERCESIEGAL 8) Urea ee Commodity Legal ” Seti (2) Rosettes above cnmoaty sie Joamant Conmetname ay, nay ‘say Rategorine 50 2) Ure Edabe super tom 1 RFC Reed 1) Ueda 1 Neots User eaeane Assign information Templates pastemgotes | He Sy I ‘Tempite name ‘Remove oma eta a to canton u Assign Smart Form Security © Som by coxa um Sone by poate 3. Create Category Descriptors to Use the Rate Card Feature Hing managers and purchasing users can view the rate card that provides deals ofthe job and the standard rate that they shoul be paying forthe job, Users ‘can also view dferential ates based on rate uli offshore / onshore ates, markup cven res and locaton ctven rates. key benefits include: “+ ob Standardization ia rate card suppor: and standard rates foreach ob. “+ Benchmarking of od rates for speci obs. + Abily to automaticaly deni preferred supplies based on hing nee. ‘When creating contractor request in race Procurement, the ‘Use Standardized 6b rats’ option offers hing managers the rate card, which provides It of deta about the job that wil lp the hing manager t dent the right resource forthe project. This region also provides the leg manager with the ability to ‘wen the rate dferentas and markup rates forte job in diferent locations. “To enable requesters to use jb standarlzaton through the rte cards feature, complete the following steps: 2, Create tem categories using the Create or Update Tlem Category page in Oracle Procxement, b Assoclte Job to a shopping category using the Create or Update Job and Category Assocation page In Oral Purchasing. « Ceeate and assodate descriptors to a shopping category using the Manage Category Deserts page in Oracle Procurement (Create tem Categories: Log in using the Procurement Catalog Administrator responsily. Clekthe Schema tab and then the Item Cetoporiessubkab, 6 Chek Create Category inthe Tem Catepores page, The Create em Category page appears to create the em category: hps:iléos.oracle.comledlE25401_O'/doc.122/068109/T659470TS59474 him 21098811612017 Oracle Services Procurement Process Guide ‘gett Skew | Schone Conia ‘Schone tam cates > Create Item Category TT * calegory Nama Prorat ae Descdon roarement = savegame « Associate a Job toa Shopping Category: For information on how to associate a ob to shopping category, se the Create Job and Shopping Category Assocation secon in the Setting Up Steps in Oracle ‘Purchasing to Process the Procurement of Contingent Workers op (Create and Associate Descriptors to 8 Sropping Category: 2 Log in to Orade Purchasing. Navigate to the Associate Jobe with Categories poge an click Create 6 In the Create Job and Category Assocation page, enter the cea equred to create the Job and category association, ‘when creating a jb and category assacation, sec the Shopping Category fi to create category Gescipos. The Manage Category Descriptors links ble {and active oly if stopping category is specied forthe Job ~ Purchasing category combination, Manage Category Descriptors Ccatgor Name Tenor Teen Se Ceae weber 13S A By DescrptorName = Descpor Key Desctipion Type = Sequence = | Seurcable = |Search Rents Vsbe = tm De doa Se Set ays St a ‘SoteetetheHeng Vater Ted 1 ve ve ve Ne chYensclEcemencs a oven efEipnence Ne cYeuscEutans Ted 2 ve ve ve Spec te pei Ste spect Ste Tt 4 ve ve ve ‘The Manage Descristrs page opens in Ora Procurement. an enables you to define descriptors forthe shopping category. These cescrptors ae displayed in ‘the contractor request as wall 9s In other related documents. When ab ls selected during contactor request creation In Orace Procurement, then the descr por asodated to the shopping eategry are displayed for Ue Ning manager to provide the equred deal To create a category descriptor, clck Creat nthe Manage Category Descptors page. htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him811612017 Oracle Services Procurement Process Guide Create Category Descriptor cm “oescoporkey Ant ot “paserotor time Anat at eccrpoon sa seterme Heng Setting Up Steps in Oracle Purchasing to Process the Procurement of Contingent Workers “This top describes the setup stops in Oracle Purchasing to proces the procurement of contingent wakes, For more information on the stops dscssod inthis tpi, refer tothe Oracle urhasing Users Gute Using Series Procurement, buyers create purchase ders to procure rate based services. 1. Set Up Line Types in Oracle Purcasing (Oracle Purchasing proves the ine type feature to dtferentate ores or goods from those for services or outside processing, In adatn, the serves eeted Tne types support a broad ange of service categorie incluing general business series, ensuing series, and canngent labor. You use ate base Fe Spe \when you are ordering servees ona fee pr un-bass. For example, you might order eorsutingSences at $250 par hour “To proces procurement of contingent worker, define rate based temp labor line type with Rat’ asthe value basis and Temp Labor's the purchase basis. For axe based temporary er, ling is based ona per unit rate such as per hour + Value bass reflects how you wish ovale the purchase, The Rate value bass enables users to enter services by rate (price) and amount, Receve Rem by amount. The ine types with 2 rate value bas the un of measure class restr by te sting of the profle PO: UOM Class for Temp Labor Service- + Purchase bass inccates the nature ofthe purchase and determines the atbutes that ae requie. Set up temporary labor purchase ba ine types to enter purchasing documents to pay conangent worker prawdes (oy Nae ey Create Line Type * nde rue iad name teary "voi se i conoxtvane fe be S Recent ured as Receipt hme Ey Ousie Pcs Il Seer Sentce= {rate Line types in Oracle Purchasing (Setup > Purchasing > Lne Types) Rate dferentials such as overtime, holiday, shits, etc. may be cptured along wth the base rte. Labor and expense budgets may be tracked separate, 2. Create Purchasing Category and Asign to Category Set For every tem, thers has tobe 2 Purchasing Catagry set where the user defines the Structure name, Category, desertion and enablement for Procurement “These etegors are assigned to Purchasing category ses. htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 2298811612017 Oracle Services Procurement Process Guide ca Descron _ SEMI foc expres racy tn Fe Fnched Goode tom ‘Purckared tom Raw) Sub Aseamty tem (nator Fest E0%6 “atone Frenne [Grup Prcsss) [Group 2 (Pecess) [Group 3 (Pecess) ‘Marval FO Encl Instn On Use the Categories window (Setup > Items > Categories > Category Codes > New) to define categories Jobs are created in Human Resource responsi. Only jas that ar defined n Human Resource responstiltyané assigned toa Purchasing Category are Asocate Jos to Purchasing Categories procured through Series Procurement This setup i equred forthe entry of temp labor ne types, When assigning» purchasing category, the user assigns 3 Short jb desertion and optional defines adaonal job deals suchas sks and experience requirements, 3b descplions and detls are spayed tothe requester and are ako communicated othe suppl. Use the Assocate Js with Categories page (Setup > Purchasing > 3 Category Assocation) to associate a purchasing category st to an HR jo Associate Jobs with Categories Search cancer a repping cae s04 8 Hese,y a tbe category = oe ‘TeuPLAsoR.cLERK 0000s CLERK ‘eNPLaoR CLERK 4. Create Job and Shopping Category Assocation “The Shopping Categary fk at allthe shopping categories defined for he busines group. Though tis optional to spec a Shopping Category, if you select, ‘one, the application estaolshes an asacation between the Job ~ Purchasing Category ~ Shopping Category ‘The Manage Category Descrptors inks wise and active ony @ shopping category Is specie forthe Job Purchasing category combination, Bosinos Soup ‘son Uae ‘son Unest ‘yon unis htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him ob Dosription SutareEngrser Temgeran Lert Ast Job Date Ina 24198811612017 Greate Job and Category Association “cateory TEMPLBOR MULIST ‘tooomaCatopry Tempera Tocca Sam Bucness Group sion Caperaion “ Junoeserpon Temp eel Censutat Oracle Services Procurement Process Guide ‘Chek the Manage Category Descrstos link o open the Manage Category Descriptors page, The Manage Descigtors page opens in Orade Procurement For information on creating or updating job descriptors, refer tothe Setting Up Steps in Crace Procurement to Prcess the Precurament of Contingant Werkors topic 1 buyers are negating offine with thei supple, then create Standard Purchase Orders for rate based tam labor Ines without any requisons, agreements, “sourcing events or oer cocumerts. The shopping category is defaud inthe Purchase Orde line detals page based onthe slecad Job. Based on he Jeb — Purchasing Category ~ Shopping Category assocaton, the descriptors Get displayed inthe ine detals page. The Vew Rate Ca ink nx to the Job ld wen “lcked, opens the rate card deta popup forthe selected jb, easotons | Oniert| Aaonens Ceres Mecataons usps Update Line 1 Cart acons sont Cnecatna Unt Vein Spertre ceureney uso “ine ype RA & Coon TEHPLABOR. So * ante seat | We ate co Sonne caoory Tenor Tt *parcipton Tango urease Anat = at ou Ex] Vero z * ce 0 ae eco 60 Hiring Requirement oats Set Seca Sts Pic Diterantinle View stangarzed Job Rates a} nd eta | supper | $400" Supper Analyt Sl No.of Yus of Efectve | EtetWe ne rate > -Mumeonsecns Sic nena fant 3 me Me OS contactor Lastname orvmnton V1 Source Document 1F Standaré Purchase Orders recreated from reuistions or as outcome documents of @Souring negtiaton, then the descriptors and ther values ae copied from the source document and ae displayed ln eine detals page “The action View Rate Card from the ne details page enables the buyer to we the supplier - ste combination and the corresponding source document elated ‘etal 5. Define Prfles Options Relate to Process the Procurement of Contingent Works htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 25108811612017 Oracle Services Procurement Process Guide ‘PO: Contractor Assignment completion warning delay «PO: Amount Biles Thesholé Percentage + POR: Contractor Expense Line Type POR: Reapproval After Contractor Assigement TOK: Days Newded 3y ‘POR: Default Currency Conversion Rate Type See: Profle Options Used in Oracle Serves Procurement Enabl/Disble Price Diferental Lookup Codes ‘A predefined It of price dfferentals is seeded. Uses may dsable some price differents or create adonal pce ferent. Price differentials are oxpressad 2352 mulople ofthe base rte. For example he normal/base rte fra software engines’ Is G0USD per hour ard the overtime rate mule 15, overome {harged at SSD per hou (60 * 1.5), Use the Applicaton Objet brary Lookups window in DIFFERENTIALS forte lookup Type Define an Approved Supplier Lit Using Define Approved Suppl List, he buyer optionally negtiats longterm service agreements in Oracle Sourcing Applicaton Developer responsibilty t enable or asable the lookup codes forthe PRICE + Define one or utile approved suopliers foreach service category + Display approves supple during the contractor request low [Dihe picture is described i the document tot Requests are released against the long-tem service agreement using the pe-negoised rates and terms. Aporoved suppers are cspayed to the requester during tne requiston precers. Ia long-term agreament alco exsts forthe supple, the pre-nagotatad rates are alo depayed fo te raquester, Use the Approved Supple List window (Suppl Base > Aoproved Supplier List) in te Purchasing responsbiy to define an approves suppl Enable Suppliers for Pay on Recest Detine suppliers and supple information. Navigate tothe Buyer Work Can suppliers enabled for Payment on Recep. = > Suppl tab to create supple Information, To ceate nvlces automata from servos receipt, ensure Pay on rept s enabled inthe Supple page, Purchesing section, Sl ling tab. Setup supplier e-mall adores for tmporery abr supple Provide an email adress for Ue Oracle Supplier Portal ser defined inthe Users window fr the suppl, supplier ste, or supplier contact htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 20198811612017 Oracle Services Procurement Process Guide foie cnx esai, Update Staffing Services Ine, - 8040: Purchasing recoatae Supplier Sites aos So Sie Sate Ave [Z] Se ame Operating Ut ws romceesuin | [ERS B+ vate ne SGM yee Smmay Cate is ns sa BA By toa Sse 5 Spm For mor informatio, ste the supplier registration infrmatin nthe Oracle Supa Porta Implementation Guide. Setting Up Steps in Oracle Human Resources to Process the Procurement of Contingent Workers “Tis topic deserts the st up steps in Oracle Humn Resources to process the procurement of caningent workers ‘Acentingent worker's aner-amplayee people escurce who wors for the enters, and er whom the enterprise is responsible for ther costs and expenses. 1, Crete Jobs (race HRMS uses jobs to represent the duties people perform andthe require sills, Define jobs for contingent wakes based on your business requirements, rs cI Jos Grup (Vision Copiion Name OV Tectnice Consign Datos [ Approal tonty Aten Employment gh erchraJo ter Wma 1 Esuaion ecurereres Vala Grades ‘Only jos that are asigne a purchasing category ae procured or negotiates through Services Procurements done in Purchasing Use the Job window Work Structure > Job > Deserstionn the Human Resoures responsibly to rete requ obs. 2 Crease Contingent Workers In Oracle Human Resources, the HR person type Caningent Worker eneble yu to rack the flowing nfrmaton for contingent workers htps:iléos.oracle.comledlE25401_O1/doc.122/068109/T659470TS59474 him 2798811612017 Oracle Services Procurement Process Guide * Contingent worker assignment history +» Patods of service “+ Breaks in essgnments +» Postions Supervisors "Worker and supple relationships Note: Select the "Projects Contingent Worker person type to assaiate the contingent worker toa projet Oral Projets. This person type convo the timecard layout forthe contingent worker If you selec Cantingent Merker Type, your tmecaré layout wil ot inckde ye Project formation ‘emia [Forse ——=) tin arcon Type for Action Passer Types FFreectsContngan Wertor {[Coningere Wanker =) for Social Secury 050-1 2222 Emplomet|OfceOstals Appear! Backgowd_Rohre Further Nar | Mexia Ctr | Bones Beh ose I tae 5 Town of ith taus ogi of Binh =} stony cay of Binh Pegisted Disabled hacive Oates From 25 SEP 205 we Lee Stan Dae 28SEP 015 basse Bete || Aasowert [Scan || Oh ‘An HR personnel can use te falling options to place contingent workers: ‘© Create a contingent worker recor using the People and Asigement windows in Oracle Human Resources + Ceeate a contingent worker record using the Contingent Worker Placement fenton inthe Manager Self-Service responsibilty, The HR wser can place the ‘contingent worker fom a purchase order, Create Contractor Asinment link or Grecynavigts to the Contingent Wlrker Placement function from the anager Sel Serie responsbily ' Ceeate a Conngent Worker Using Oracle Human Resources Navigate to the People window (Enter and Maintain > Now) to create a contingent worker wih al details suchas Last and Fst Name, Birth Dat, Social Secunty No, Acson Type and Latest Start Date htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 20198811612017 Oracle Services Procurement Process Guide ender (Fermi =) petion 5 — Perscn Typ or Asn Parson pes [Giningen Water leetiietion [Contre eer =) Sovel Socuay 300000 inh Date (RUNS ae foo) Towateey satus oned Reson of Bet — _ CameyetBh | Rteeietied | Wl Latest Sat Date [oBSeP 2006 || y is Baus || Aisannont Spec ‘ws ‘Cck the Assignment tab to navigate to the Assignment window and provide details such 2 the organization, jb deals, location, status, and supervisor name. You use the Supple tabbed enon to recor information abou the supplier proving the contingent worker to your enters. The procedure ‘depends on whether you ae using Orack Services Procurement fo prove purchase order nfrmation fr contingent wotker assignments ‘Orgazaton Visca Benes sb aNea0D Aye Gonte (eect __ Lacston \VE-Wastngon DC ‘Assignment umber OT Cateete Agreement | Assignment Category Employee Category | [BRRRRD| soperacor Standard Conditions Statutory niomation Miscillaneous_ Projet Information Pucase Onder umber [520 Purchase Oder Line. ‘Super Name [Sig vic We ‘suo Ste, STAF SERV PROS Supa D er Weer Supt Df Ange htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 2098811612017 Oracle Services Procurement Process Guide nganizaion [isin Sonics up eb 3400 Braye Position Gade [SCO Location |VS- Washington DC ‘Status Atv Caningank Assignment Vacancy — Assignment Number TOT Colac Aare Assinar Cagiry Emolyee Catgiry sorter (RARER sion Condes Sado owaton tsetinene Prt mation ‘Name er Cane iE Dies For mote information on creating contingent workers using Oracle Human Resources refer to the Oracle ARMS Wrkoree Sourcing, Deployment and Talent Management Gude ‘Create a Contingent Worker Using Oracle Se Service Human Resources (Oracle SSHA) ‘Ao HR personnel can creat a contingent worker record using the Contingent Worker Placement funcon inthe Manager Se-Servce responsi. The HR User ean place the contingent worker rom a purcaseorGe, Creae ConractorAssgnment ink or navigate ded to the Contingent Worker Plcerient Tuncton fom the Manager Self-Service resposibity Use the Contingent Worker Placement pages to create contingent worker deta, Purchase Order 3525 for Mark Llyod has been approved Flom Ma, Amy “Main, oy Seat 2450020152262 Purchase Order Line son AN Anat ot Hur nb Description Tenpaay snes: Ayn ion Cap fate agouso State 242015 Budget Amount 211000080 Loca 401 amma mi, Warn, 007087, De Simpler Ste stg Sees ne.) STA | ie Parcs Orr 3 ew Regen Inthe Contingent Worker Placement pages, enter the detalsrequied to create the contingent worker recor, Such as the base eet, assignment status ‘nd supple. It you navigate to this page drely fom the purchase ore nation, then the order detals such asthe purchase order number, Ine, 258 project detais any default othe page. Submit he placement record for approval afterall the cel htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 0098811612017 Oracle Services Procurement Process Guide Contingent Worker Placement: Place Contingent Worker tert aetste aa or ew neck pternalaptestesanpas he ontgere wert seca cur Placement Details contageat eer Woe ‘Assignment Status Protea Assignment Ene ‘Supplier sete ame Spt sm Senter er Wore stpoer ior ssanment ten Capron Prolong ioe [=] ‘ai Carentan Bl ‘Sig Suces a Depending onthe approvals set in your enterprise the placement i routed for approval For mor information on using Oracle SSHR to place contingent workers, eer to the Oracle SeService Human Resources Deploy SaServiceCapsbity Guide, 3. Define Users for Contingent Workers ‘ker te placement ofa contingent worker, creat an user forthe contingent worker wer and assign responstltis to the user using the Define window (Securty > User) inthe System Adminstrator responstbily htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 31098811612017 Oracle Services Procurement Process Guide eer Nae Paeavard custo Desariton ‘Super Status ete Ewa Pessnont Extn Fax eye tacoe Dates access or (OSERZIOE * Nowe cs Indrect Responses Securing Anus swomty Peta Dates Responsiiny __seleston| Descion —_Cinup Fes To Ho Use Wek Apa Appt Gel i Storied foosenaous[ | [Prieencee SSA _—_—_Orcle Procurement ra [oosemzons [| [Catngont Wor Sal Sont aman Rosouces_[Starard— pasieraooa |] [Canine Wr Tne apd Tine scab Eps) ——~SCSCSCacad— ORSERTOON | oo a ‘Assign the Sal Service Time and Labor responstbiltes to the contingent worker user to create timecard eles. For example assign "+ Contingent Worker Sef Service Contingent Worker Time and Expense + Preferences SSWA 4. Link Mttple Purchase Orders toa Contingent Worker (race Services Procurement enables you to assodate more than one purchase order or purchase ode ine toa contingent worker. Ifthe task fo to use the PO_CIK_RSSOCIATIONS function is erabed, then you ea Use the Associate Parenase Order with Contingent Worker page fo associate more than one purchase ‘orGer or purchase oder ine to a contingent werk, Refer tothe My Oracle Support document Setup for Task Flow: 1141005.1 to Ink mip purchase orders wth 2 contingent workee 5 Set. Up Profiles Options (race Sevices Procurement uses the follwing profile options inte procurement of contingent worker process: Set the following prole options: + MO: Operating Unt «HR: Business Group 1 HR: Secunty Profile Ha: Expand Roe of Contingent Worker “HR: WK in Head Count Reports «HR: Use Global Contingent Worker Numbering “HR: Contingent Worker Manager Actions Mena | HR: Contingent Worker Personal Actions Menu ‘See: Profle Ovens Used in Oracle Sanices Procurement ime and Labor to Process the Procurement of Contingent Workers Setting Up Steps in Oracle “This topic describes the setup steps in Orde Time and Labor to process the procurement of contingent workers. ‘The fllowing features in Oracle Time and Labor support the processing of cantingent worker procurement: + Single source of ene entry + Configurable timecard layouts for contingent workers + Validation of ume date fom recipient appcalons ‘Oracle Time and Labor integrates wth Oracle Servces Procurement to provide vist int Services Spending, controling input of overtime and shit erential of ‘contingent workers, and vaiétion of purchase orders against pre-authorized amounts For more information about the sens ths top eer to the Oracle Tine and Labor Implementation and User Gute htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 2198811612017 Oracle Services Procurement Process Guide 1. Define Timecard Layouts for Contingent Worker Tine Ents ‘The OTL layout for contingent workers support + Assocation of time entries to purchase orders “Automaton of tmecard approval outings ‘Generation of purchase ore receipts om approved tmecards Workers use a sef sevice webpage inthe format of a tinecard for tecard entries. Tine | Ese Time Entry: Tree, Jane, 107 Paco Sotonbr 23.208: Soptombr 27, 20%) <> Carmen a = a 7 z Wied Sep Tou Sep FA-Sep Sat Sep Sum mc np 3 a e z a ‘eeate deren imecard layouts fr each group of wotkes so that they nly See the lds that are relevant to them ‘There ar fie types of layouts: for data entry, revew, confirmation and detail (corresponding to the webpages in the Self Service wakfow), plus a layout for exporting data for disconnected entry. Following ae the predefined OT. yout ses: ‘Projects layout Using this aout, workers enter thar tie against a sclcted project, task, and type. Workers dick ona Deals button to enter comments pant each projet, "as, and type combination. + Payroll Layout: Using this layout, workers enter @ sat and stop tme, ora numberof hous, foreach day ofthe week forthe selected hours typ. Tis layouts Sutablefor workers wo ae submitang the te to Grace HR or Payol ‘© Projects with Payol Layout: Ths layouts smlar to the Projets layout exept thatthe Ist of values forthe Typed comes from the aerate name you have assgned to the worker (ushg preferences) forte Expendtare Elements alternate name ype. So when a worker selects a type fra Une enty, 39 ‘ement name is ako recorded in the Ue store, * Work ased Projets and PayrolLayout: Using this layout, workers enter thelr te agans 2 Selected projec, ast, task and cost cae ype Job locaton, tnd work ype. Workers clk the Details butln to enter comments apart each projet task, and type combination. ‘+ Exception Layout: This ayut displays one row where the worker selects an hours type and cost center, then enter the number of hours fr each day of the ‘week Use ti ayeu for wersare who only nae to sume ecards for exception rapring (such a me absent for slxnesso veaton). ‘Several layout sys are predefined, Use these 2s Supplied, or copy ane met them, For example, med @ yout to remove @ ek that you do nt use, For instructions on maciying layuts, refer to the whitepapers avalable on My Oracle Supper 1 Gracie Time & Labor Timecard Configuration, Note 3043401 1 Timecard Aut rll White Paper Note 842359.4 2. Sot Up Preferences for Sel Serie Timecaré Enos Preferences enable you to define rules about how indvidul workers or groups of workers can use the applcallon, There are rules forthe tne story such a hich set of applalons can revieve data about a worker's Une, and rues about Sel-Servieetimecard ancy, such as whether tne worker can enter a nepative hurber of hours. Cheese which preferences werkers can see, and whch ones they cn ect. For time entries base on integration wth Oracle Purchasing o Oracle Projects, deine Preferences using the Preferences window inthe OTL Application Developer responsibly htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 2198811612017 Oracle Services Procurement Process Guide ‘Pi Preference Tee, Pi ucatyTimecas |Paohange nc Late Aue (i) -B.comingest Wares Dut ronan fot Prtrnces Ean Epon Poerncas Proce Fareemes ites SetSanice Name nee Disorrectedsty = | Buereertegaine Hous |S crerovance Apoor . Namber OFEmety Reon ene ‘Ga Sic Tnscad, Rw and Corman Layout Pages Nunbor OF Racent Te Flrnce Vator Proce PurhtingTiracad Layout Proc ‘omic Funcoraty Re tame ———Linkeby into Praca Timseas Asmat an Tinacard Dale Alone Titers Pod Sone To Oot cateua [Template Assigned Vab Citable by user? ODsplayed to user? Tee oe | ln Conia Poe Purch Cneson Tis Lot Daliget( ss—SSCsS tine pea Layo ‘Avoroal Fragmer Lay atest ayes Note: When you setup OTL Oracle Projects integration, ensure thatthe OTL preference Project Paro Integration Is st in order to use the projet tmecarc layouts inteided for use with the HR rate source for ar costing, For more infrmation on sting OTL preference, see Defring Preferences, Oracle Time and |ibor Implementation and User Gude. For mare Information on using HR rates for labor casting, see: Using Rats for Casting, Oracle Projets Fundamentals Gue, Setting Up Steps in Oracle Internet Expenses to Process the Procurement of Contingent Workers htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 34198811612017 Oracle Services Procurement Process Guide Features Oracle Internet Expenses support + Entry of expense reports on behalf of contingent workers + Automated approval routings + Payment to Supplier not the entingent worker + Contingent worker expense prooesing Buyers must have the Internet Expenses responsbty to create an expense report on behalf ofthe contingent workers To use the contingent worker uncinalty in Internet Expenses, you must setup your contingent workers in racl HANS. For mor information, ste: Oracle Internet Expenses Implementation and Administration Guide Setting Up Steps in Oracle Projects to Process the Procurement of Contingent Workers “This top describes the setup stops in race Projects to process the procurement of contingent workers. ‘Oracle Projects enables you to define and ute contingent workers on projects the sare capacties and manner as employes. Define requrements and perform searches for evdingont worker candidates, and direct assign conUngont workers to projects and task. ‘contingent workers can enter timecarés via preapproved batches or Oracle Time an Labor. You can setup Oracle Projects ocala contingent worker labor costs based on the ates cesiad inthe purchase orders you crete to procure contingent worker services ‘To ractate processing of contingent worker expenses, you can optonaly allow coriogent workers to enter thir expenses cryin Oracle Internet Expenses, oF vid icrosoft Sree expense entry and preapproved batches Orcle Projects. You can ao require the enterpese respon for providing contingent worker sevice Invoice you Tor these expense costs ard process the expense voles in Oracle Payables ‘To dstnguish contingent worker labor and expense costs from employee costs, you can define AutoAercuting rules to separately acount fr corngent worker cost. ‘As with other projec costs, you can view the deals of contingent worker labor and expense costs via Expencture Inguy, Proje Status Inqury, Project Perermance Reporting, and in Discoverer workbooks, For more information sbout the setup steps Inti secon, refer to the Oral Projects Implementation Guide and Oracle Projects Fandamentas ‘To integrate Services Procurement contingent workar flow with Oracle Projects, complete the following steps 1. Geate Projects Create projects (Projects > Projects Definition > Projects) using an approprate Projects responsibilty. Define te projet with deta ofthe Projet Name, Number, Expencture Type, Task and other project related deals. 2 ping Ut (irae noe [Poke Ter [Osseo |i Wiser sis ‘ARC ASCE np Ti an tr tie e pig Ut note ahs siren | Lenptane ASCFnwaisimeetion ‘Trans Duration |04-FEB-2002 GtDeC-2015 ‘Status Actne fl Woriglan oman Classen [Goss Googe sary Co : 2. Set Up Purchase Order Integration wih Oracle Projects “Import Contingent Worker Timecards wth Purchase Order Integration: Enable this option f yu want to import contingent worker labor cos from tmecards ‘nen you sslect tis option, contingent workers can eelee a purchase order when they enter tmecarde. Specting 2 contingent worker purchase order on 8 ‘tmecard allows the abr costo be imported vi the mecard, and prevents interface of labor cost to Gack Projets from supple invoices that ae assocated with the purchase ore, htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him 36198811612017 Oracle Services Procurement Process Guide ‘To enable this option, navigate tothe Implementation Options window (Accounting > Selup > Sytem), {ick the Expand/ostng tab and select the checkbox Inport Contingent Worker Timecards with Purchase Order Inesaton Coperting Unt ioe Saree Fna@_} Stem _Cineney Prope Setup _Stoing [EspRaCaRRG| Oitrg Cross Chage_eemal ng "nate Negative Acca Tansactns ponies ree (ggg ‘Sento asda) ony "nate rete Clltins impor Caningo: Werk Tinecarde wih Puchase Order eration Dafa Supp Cost Cade Accom (GT22600 000 nota Conta SL noc Employes Labor Coes (tear Congon Wore ator Coste eeoc Usage, ivory. WIP. Msclaneeus and Burdon Cats endregion Omelet iy Rana = veven Sisto Vision 3. Enable Contingent Workers for Project Types In the Projet Types (Set Up > Project > Project Types ) window, Enable the Cntngent Worker Enabled check box ta inclade all purchase orders assocated wih contingent worker enabled projects avaliable fr selection wien contingent worker enters a timece. Ifyou do not enable ths only purchase orders ‘ssacted withthe project that the coringent worker entered onthe tmecar, are avalbble fr seecton. ‘Name Content Woskar Ctsss [Curae Desciion Efecme BESEPZOIS «| m1 (RBI oven Big Op Cesc Bapiy Ca Gg Ha a ‘Service Type Consulting Rae ist [riemalPrcs ‘Werk Type, Funding Itensl Probabity Lt [Goneing assigns Tine Fweecompany Beg orenzatonPening 1 Spmsoed Gonna Wats Enabled 4. Defne Oracle Proj Profile Options “The flowing Oracle Projects prof options affect the procurement of contingent worker busines lw, hps:iléocs.oracle.comledlE26401_0'/doc.122/068109/T659470TS59474 him811612017 Oracle Services Procurement Process Guide ‘PA: Allow Time Entry of Negative Hours “+ PA: Autonpprove Timeshests “+ PA: Enable Business Messages on Teme Entry + PA: Overide Approve ‘See: Profle Gctons Usd in Oracle Sarees Procurement 5, Set Up Auto Accounting to Process the Procurement of Cortngent Workers Use the AsignAutohccounting Rules inte Projets responsi. Contingent Worker Labor Is the function transaction te supports the contingent worker ost ‘courting in the the Labor Cost Clerng Account ton, nnn ame [abc erg Amol] opm ne (it ene — Tela arco Set es fac Tancns arn oscon td Lia} ang cu rcv on corgi abe cng crt tr t Enger eg etree r eon Re ans anier Segre ane Peta i Sy [congo Dee ie [2 evens Accout labor Chg Accom ls —————| i Een Prt [Pon Ds Rie if = fue) For mor information on setting up the AutoAccountng feature to process the procurement of contingent workers, refer to Oracle Projets Fundamentals 6. Implement orace Projects, Oracle Internet Expenses, and Oracle Payables Integration “implement Oracle Projects, Oracle Interne Expenses, and Orace Payables intagration to enable project lated expense report entry in Orade Internet Expenss. Forinfrmation, refer tothe Oracle Projects Implamsnttion Gu, “The following fw clagram provides an overview of expense reporting in Oracle Expenses to generate voces in Oracle rojas. [Engen Worer ProceaFow-iEapense Rapa Ey rae oom | tious | Tonatfane | net con2 1 AG ES yon sas htps:iléocs.oracle.comledlE26401_O1/doc.122/068109/T659470TS59474 him a8811612017 Oracle Services Procurement Process Guide hps:éocs oracle.comiedl 29401_0"doe.122/e68109/T659470TS59474.him 30198