Procurement WN

TABLE OF CONTENTS
DOCUMENT HISTORY ······························································································································································································· 5
UPDATE 17D ······························································································································································································· 5

Revision History ························································································································································································ 5
Overview ······································································································································································································· 5
Optional Uptake of New Features (Opt In) ··································································································································· 5
Update Tasks ······························································································································································································ 6
Feature Summary ····················································································································································································· 7
Purchasing ······························································································································································································ 8
Send Purchasing Document Attachments as Separate Files ······················································································ 8
Bypass Purchase Order Approval Option ··························································································································· 8
Self Service Procurement ····························································································································································· 10
Restart Approvals After Preparer and Requester Update ·························································································· 10
Use Requisition Flexfield Parameters to Configure Descriptive Flexfield Value Sets ······································ 11
Reassign Multiple Requisitions ············································································································································· 11
Supplier Model ···················································································································································································· 12
Allow Taxpayer ID Sharing Across Suppliers ·················································································································· 12
Sourcing ································································································································································································· 14
Receive Supplier Acknowledgment Notifications ··········································································································· 14
Manage Sourcing Attachments Download ······················································································································· 15
Communicate Negotiation Amendments to Suppliers ·································································································· 16
Create Sourcing Program Reports ······································································································································ 16
Supplier Qualification Management ········································································································································· 17
New Notifications to Improve Qualification Processes ································································································· 17
Remove Requirement for Supplier Contact on Qualification Questionnaires ····················································· 18
UPDATE 17C ····························································································································································································· 19

Revision History ······················································································································································································ 19
Overview ····································································································································································································· 19
Optional Uptake of New Features (Opt In) ································································································································· 19
Update Tasks ···························································································································································································· 20
Release Feature Summary ································································································································································· 20
Oracle Procurement Cloud ································································································································································ 21
Purchasing ···························································································································································································· 21
Override First Approver for Purchase Orders ·················································································································· 21
Acknowledgment Controls Defaulting for Purchase Orders ······················································································· 22
Update Purchase Order Agreements Using File-Based Data Import ····································································· 23
Descriptive Flexfield Inheritance Between Requisitions and Purchase Orders ·················································· 24
Enhanced Messages for Account Generation Failures ······························································································· 25
Remove Budgetary Control-Related Restrictions When a Purchase Order is Not Holding Funds ············· 25
Report Using the Procure to Pay Subject Area ·············································································································· 26
Exchange Attachments Using Collaboration Messaging Framework ···································································· 27
Assign All Lines on a Requisition to the Same Buyer ·································································································· 28
Retain Last Assigned Buyer for Returned Lines ············································································································ 28
Use a Purchase Agreement Across Supplier Sites ······································································································· 29
Sourcing ································································································································································································· 31
Ensure Supplier Communication in Preferred Language ···························································································· 31
Track and Audit Supplier Actions ········································································································································· 31
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Consolidate Negotiation Lines on Purchase Order ······································································································· 32
Share Qualifications and Assessments with Suppliers ································································································ 33
Improved Management of Automation Errors ················································································································· 34
UPDATE 17B ····························································································································································································· 35

Revision History ······················································································································································································ 35
Overview ····································································································································································································· 36
Optional Uptake of New Features (Opt In) ································································································································· 36
Update Tasks ···························································································································································································· 36
Release Feature Summary ································································································································································· 37
Source to Settle ······················································································································································································· 38
Cross-Product Procurement Enhancements ······················································································································ 39
Analytic-Driven Infolets on the Home Page and Work Area Landing Page ························································· 39
Select and Access Favorites ················································································································································· 41
Purchasing ···························································································································································································· 42
Purchase Orders Work Area Landing Page ····················································································································· 42
Agreements Work Area Landing Page ······························································································································ 43
Manage Supplier Acknowledgments ·································································································································· 44
Enable Electronic Signature of Procurement Documents ··························································································· 47
Reporting ······················································································································································································· 50
Budgetary Control - Grants Funding Sources ················································································································· 51
Budgetary Control - Funds Reservation ···························································································································· 51
Period-End Processing ···························································································································································· 54
Keyword Search ········································································································································································· 55
Outside Processing ··································································································································································· 57
Outbound Integration Events ················································································································································· 58
Provide Details for Human Workflow Issues that Cause PO Rejection ································································· 59
Shopping Experience ······························································································································································· 60
Mobile Requisition Application ·············································································································································· 61
Internal Material Transfer ························································································································································ 63
Budgetary Control ······································································································································································ 64
Multiple-Grant Support ····························································································································································· 66
Punchout Setup Diagnostic Tools ········································································································································ 68
Supplier Model ···················································································································································································· 69
Full Supplier Profile Change Management ······················································································································· 69
Inbound Supplier Web Service ············································································································································· 71
Supplier Portal Work Area Landing Page ························································································································· 71
Search Suppliers ········································································································································································ 72
Communicate New Supplier Documents ·························································································································· 74
Import Supplier Profile Attachments ··································································································································· 76
Support Batch Processing in Supplier Import ·················································································································· 78
Create Suppliers from Existing Party Using Supplier Import ····················································································· 79
Sourcing ································································································································································································· 80
Team Scoring ·············································································································································································· 80
Sourcing Programs ···································································································································································· 82
Negotiation Abstracts ······························································································································································· 84
Supplier Response Tabulation ·············································································································································· 86
Award Notice ················································································································································································ 87
Negotiations Work Area Landing Page ······························································································································ 87
Question Library Scoring ························································································································································· 89
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Remove Managers from the Collaboration Team ·········································································································· 90
Price Visibility Control ······························································································································································· 90
Supplier Lock Out ······································································································································································ 91
Qualification and Assessment Scoring ······························································································································ 93
Automatic Evaluation ································································································································································ 94
Automatic Acceptance of Responses ································································································································· 94
Event-Based Initiative and Qualification Creation ·········································································································· 95
Cancellation of Future-Dated Qualifications and Assessments ················································································ 95
Supplier Qualification Work Area Landing Page ············································································································ 96
Additional Notifications ····························································································································································· 97
Appendix A: Function Security Roles and Privileges ····································································································· 97
4
DOCUMENT HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:
Date Update Version Notes
20 OCT 2017 Update 17D Delivered new features in update 17D.
10 OCT 2017 Update 17C Revised update 17C.
11 DEC 2017 Update 17B Revised update 17B.
UPDATE 17D
REVISION HISTORY
Date Feature Notes
20 OCT 2017 Created initial document.
OVERVIEW
This guide outlines the information you need to know about new or improved functionality in this update, and
describes any tasks you might need to perform for the update. Each section includes a brief description of the
feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you
should keep in mind, and the resources available to help you.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback
at oracle_fusion_applications_help_ww_grp@oracle.com.
OPTIONAL UPTAKE OF NEW FEATURES (OPT IN)

We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take
advantage of new functionality at a pace that suits you by “opting in” to the feature when you’re ready. You can
opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance
work area.
5
To opt in using the New Features work area:
1. Click the Navigator, and then click New Features (under the My Enterprise heading).
2. On the New Features page, select the offering that includes new features you’d like to review.
3. Click Opt In for any feature that you want to opt in to.
4. On the Edit Features page, select the Enable option for the feature, and then click Done.
To opt in using the Setup and Maintenance work area:
1. Click the Navigator, and then click Setup and Maintenance.

2. On the Setup page, select your offering, and then click Change Feature Opt In.
3. On the Opt In page, click the Edit Features icon.
4. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable
column includes an Edit icon instead of a check box, then click the icon, select your feature options, and
click Save and Close.
5. Click Done.
UPDATE TASKS
This section gives you information to help you plan, deploy, and validate your update. We make frequent
additions to this document, so don’t forget to check back and get the latest information before your update
starts.
6
FEATURE SUMMARY
Action Required to Enable Feature
Enable via Not Enabled

None Opt In UI Plus via Opt In UI
(Automatically Enable via Additional but Setup Issue Service
Feature Available) Opt In UI Only Steps Required Request
Purchasing
Send Purchasing Document Attachments as Separate Files
Bypass Purchase Order Approval Option
Self Service Procurement
Restart Approvals After Preparer and Requester Update
Use Requisition Flexfield Parameters to Configure Descriptive Flexfield Value Sets
Reassign Multiple Requisitions
Supplier Model
Allow Taxpayer ID Sharing Across Suppliers
Sourcing
Receive Supplier Acknowledgment Notifications
Manage Sourcing Attachments Download
Communicate Negotiation Amendments to Suppliers
Create Sourcing Program Reports
Supplier Qualification Management
New Notifications to Improve Qualification Processes
Remove Requirement for Supplier Contact on Qualification Questionnaires
7
PURCHASING
SEND PURCHASING DOCUMENT ATTACHMENTS AS SEPARATE FILES

Some supplier email systems either remove or reject delivery of messages that include compressed
attachments from outbound purchase order emails. You can now send purchasing document attachments as
separate files in the email message, instead of as a single compressed file. This helps ensure suppliers have
access to all required information.
STEPS TO ENABLE
You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features
section of this document.
BYPASS PURCHASE ORDER APPROVAL OPTION

Requisitions that leverage negotiated sources are often set up for automatic generation of purchase orders
upon requisition approval. Additional approvals are not typically required for such orders and hence approval
rules are configured to automatically approve these requisitions. When you have a high volume of such
requisitions being interfaced from external systems, it causes significant strain on system resources to process
the generated orders for approval, which in turn may result in delays and timeouts.
With this feature, you now have an option to bypass redundant and resource intensive approval processing of
purchase orders that are generated automatically to fulfill requisitions for negotiated goods and services and
thus further accelerate the touchless buying process. Furthermore, it simplifies approval rule management by
reducing the need for auto-approval rules. The following diagram illustrates this feature.
Process Flow for Bypassing Approvals
8
STEPS TO ENABLE
1. In the Navigator, select Setup and Maintenance.
2. Select the Procurement offering.
3. From the Procurement Foundation functional area, select the Configure Procurement Business Function
task.
4. For the applicable procurement business unit, select the option: Bypass approvals for automatically
submitted orders.
Option to Bypass Approval for Automatically Submitted Orders
TIPS AND CONSIDERATIONS
Emergency requisition lines and requisition lines charged to procurement cards can also be automatically
processed into Purchase Orders. However, if such lines are not marked as “Negotiated”, they will still be
subject to approvals processing. Also, the ability to bypass approvals does not apply to purchase orders
generated from sourcing awards even if they are automatically submitted for approval.
KEY RESOURCES
Review the Bypass Purchase Order Approval Option Release Training for more details on how to use
the feature.
9
SELF SERVICE PROCUREMENT
RESTART APPROVALS AFTER PREPARER AND REQUESTER UPDATE

When requisitions are reassigned to a new owner, approvals might have to be restarted from the beginning of
the approval routing, based on the new owner. Restarting approvals manually is time-consuming, and there is
a risk that requisitions could be incorrectly approved. You can now opt to automatically restart approvals at the
time the Update action for the requisition is taken.
The following screen captures illustrate this feature:
Option to Restart Approvals From the Update Preparer and Requester Dialog Box
NOTE: This feature was also made available in a quarterly update of Release 12.
STEPS TO ENABLE
No steps are required to enable this feature.

Selecting the Restart Approval option will update only those requisitions that are currently in Pending
Approval status.
10
USE REQUISITION FLEXFIELD PARAMETERS TO CONFIGURE DESCRIPTIVE FLEXFIELD
VALUE SETS
Values exposed using descriptive flexfields during requisition creation should be appropriate to the current
user, based on attributes in the requisition. If incorrect values are selected in the shopping flow, problems with
requisition execution can result, such as erroneous accounting, an incorrect supplier, delivery delays, or
purchase of the wrong item. Procurement administrators can define parameters to limit the display of
descriptive flexfield value sets based on attributes in a requisition, such as the attributes for requisitioning
business unit and source agreement. This ensures that Self Service Procurement users can see and select
only valid descriptive flexfield values within the context of a requisition.
The following requisition attributes are enabled as descriptive flexfield parameters that can be used to define
value set initial values and validations for the descriptive flexfield segments:
Requisitioning BU ID
Source Agreement ID
Requester ID
Category ID
Supplier ID
Urgent
Line Type ID
STEPS TO ENABLE
No steps are required to enable these attributes. They are automatically available as flexfield parameters.
KEY RESOURCES
Review the Oracle Fusion Applications Extensibility Guide for Business Analysts for more details on
using flexfields for custom attributes.
Also review the Oracle Whitepaper entitled ‘Configuring Descriptive Flexfield Segments With Requisition
Parameters’.
REASSIGN MULTIPLE REQUISITIONS

Managing the requisition process can include the reassignment of requisitions from one user to another for
situations such as a temporary absence. Reassigning a large number of requisitions individually can be a very
cumbersome and time-consuming process. With this enhancement to the existing Reassign requisitions
capability in the Manage Requisitions page of Oracle Self Service Procurement, users can now select multiple
requisitions to assign to a temporary delegated owner. In a single, efficient operation, a user can select all the
requisitions to be reassigned, greatly reducing the time to perform these operations.
11
Ability to Reassign Multiple Requisitions Simultaneously From the Manage Requisitions Page
STEPS TO ENABLE
SUPPLIER MODEL
ALLOW TAXPAYER ID SHARING ACROSS SUPPLIERS

Under certain circumstances, multiple suppliers with different names must share the same taxpayer ID. Without
this capability, payment and reporting capabilities are limited and require error-prone, costly manual
processing. This feature enables suppliers that are configured as part of a parent-child hierarchy to share the
same taxpayer ID. Every supplier record within that hierarchy can share the same taxpayer ID. This enables
reporting and payments for each of those suppliers based on the shared taxpayer ID, eliminating the manual
processes.
12
The following screen captures illustrate the feature.
Confirmation Required to Share Taxpayer ID
Advanced Search with Taxpayer ID Results in All Suppliers Sharing the Taxpayer ID
STEPS TO ENABLE
You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features
section of this document.
13
Sharing taxpayer IDs across suppliers has a potential impact on reporting and payments. To avoid
compromising data integrity, ensure that a proper parent-child hierarchy is established before sharing
the taxpayer ID.
When creating or registering suppliers, duplicate taxpayer IDs cannot be entered. Create or register the
new supplier first and then edit it to establish the parent-child relationship with an existing supplier that
shares the taxpayer ID. After establishing the relationship, the same taxpayer ID can be saved for the
new supplier.
When creating or updating suppliers in Supplier Import and Supplier Inbound Web Service, the same
taxpayer ID for an existing supplier can be used as long as a parent-child relationship is established
between the suppliers.
To find all the suppliers that share a particular taxpayer ID, use the Advanced Search on the Manage
Suppliers page.
KEY RESOURCES
Review the Supplier Model Release Training for more details on how to use the feature.
SOURCING
RECEIVE SUPPLIER ACKNOWLEDGMENT NOTIFICATIONS

Busy Category Managers can find it cumbersome to frequently check suppliers’ acknowledgment of the
negotiation invitation. Negotiation owners will now receive an email notification when invited suppliers state
their intention to participate in the negotiation. You can stop these notifications to Category Managers at any
time by deselecting the Negotiation participation acknowledged check box in the Manage Sourcing
Notifications page.
14
Supplier Acknowledgment Notification
STEPS TO ENABLE
To enable this feature, the Procurement Application Administrator must perform the following steps:
1. In the Setup and Maintenance work area, select the Procurement offering.
2. Search for the Manage Sourcing Notifications task.
3. Click the task link.
4. Select the Negotiation participation acknowledged checkbox. This notification can be enabled for all three
negotiation types.
5. Click Save.
MANAGE SOURCING ATTACHMENTS DOWNLOAD

Suppliers and Category Managers must efficiently manage a large number of documents during the
negotiation process. Use the Negotiation attachments and Response attachments pages to select attachments
to download. You can also download all attachments shown on a page with one action.
You can search for an attachment by name, and refine searches using filters. To help manage large numbers of
attachments, you can export a list of all attachments to a spreadsheet. Attachments are downloaded into a zip
file and organized into a directory structure to facilitate drill down to a specific attachment by supplier, response,
or level.
15
Download Response Attachments as a Category Manager
STEPS TO ENABLE
Attachment download time may vary with the attachment size and network speed.
COMMUNICATE NEGOTIATION AMENDMENTS TO SUPPLIERS

Effective supplier communication is critical to achieving negotiation success.When a negotiation is amended,
category managers can now notify suppliers with an email notification that includes the updated negotiation
PDF as an attachment. Supplier contacts and additional email recipients will receive the notification email with
a PDF attachment, where they can review the negotiation details and take the appropriate next action.
STEPS TO ENABLE
CREATE SOURCING PROGRAM REPORTS

Gain insight into your sourcing programs by creating custom reports using Oracle Transaction Business
Intelligence. Sourcing programs enable you to set measurable negotiation savings and spend goals and
proactively determine whether they are being met. Use the Sourcing – Program Real Time subject area in
Oracle Transaction Business Intelligence (OTBI) to create sourcing program reports that support informed
decision-making.
16
Custom Report Created Using Sourcing Programs Real Time Subject Area in Oracle Transactional Business Intelligence Application
STEPS TO ENABLE
KEY RESOURCES
You can review the Sourcing Programs Release Training for more details on how to use the feature.
SUPPLIER QUALIFICATION MANAGEMENT
NEW NOTIFICATIONS TO IMPROVE QUALIFICATION PROCESSES

Notify the responder directly when a previously submitted response requires re-submission. If the qualification
manager sends a questionnaire back to a responder for further action, the internal responder and the supplier
contact may be unaware that they need to revise and resubmit their questionnaire. The response re-
submission notification alerts them to this situation.
In addition, you can send a reminder to a supplier or internal contact that they have a questionnaire awaiting a
response. Prior to this enhancement, you could send a reminder notification only for overdue questionnaires for
a specific initiative. You can now proactively remind responders that you are waiting for a response before it is
overdue. The notification's content indicates whether the response is past due according to the questionnaire's
due date.
17
New Notification: Response to Questionnaire Requires Resubmission
STEPS TO ENABLE
KEY RESOURCES
Review the New Notifications to Improve Qualification Processes Training for more details on how to
use the feature.
REMOVE REQUIREMENT FOR SUPPLIER CONTACT ON QUALIFICATION QUESTIONNAIRES

Create an initiative and launch a questionnaire without specifying a contact for the supplier. If the qualification
process does not require direct participation from suppliers, such as in the case of an entirely internal
performance evaluation, you save time by avoiding unneeded portal access setup for supplier contacts.
STEPS TO ENABLE
18
KEY RESOURCES
Review the Remove Requirement for Supplier Contact on Qualification Questionnaires Training for more
details on how to use the feature.
UPDATE 17C
REVISION HISTORY
Date Feature Notes
Exchange Attachments Using Collaboration Updated document. Added feature delivered

10 OCT 2017
Messaging Framework in update 17C.
11 AUG 2017 Created initial document.
OVERVIEW
SECURITY & NEW FEATURES
If your system has modified security structures, you may need to advise your security administrator of new
features you would like to take advantage of.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
oracle_fusion_applications_help_ww_grp@oracle.com.

We continue to add many new features to Oracle Cloud Applications and we now give you the option to take
advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your
cloud homepage, where you can make your choices and do any configuration necessary.
19
UPDATE TASKS
This section gives you information to help you plan, deploy, and validate your update. We make frequent
additions to this document, so don’t forget to check back and get the latest information before your update
starts.
RELEASE FEATURE SUMMARY
End Oracle
User Administrator Service
Automatically Action Action Request
Feature Available Required Required Required
Oracle Procurement Cloud

Purchasing
Override First Approver for Purchase Orders
Acknowledgment Controls Defaulting for Purchase
Orders
Update Purchase Order Agreements Using File-
Based Data Import
Descriptive Flexfield Inheritance Between
Requisitions and Purchase Orders
Enhanced Messages for Account Generation
Failures
Remove Budgetary Control-Related Restrictions
When a Purchase Order is Not Holding Funds
Report Using the Procure to Pay Subject Area
Exchange Attachments Using Collaboration
Messaging Framework
Assign All Lines on a Requisition to the Same
Buyer
Retain Last Assigned Buyer for Returned Lines
Use a Purchase Agreement Across Supplier Sites
Sourcing
Ensure Supplier Communication in Preferred
Language
Track and Audit Supplier Actions
20
Consolidate Negotiation Lines on Purchase Order
Share Qualifications and Assessments with
Suppliers
Improved Management of Automation Errors
ORACLE PROCUREMENT CLOUD

Oracle Procurement Cloud provides a complete source-to-settle solution to help you:
Increase influence over spend and procurement practices

Deliver measurable value through enabling cloud technologies
Improve efficiency through more effective collaboration
Simplify, standardize, and automate the source-to-settle process
Oracle Procurement Cloud supports both transactional procure-to-pay flows from requisitions through purchase
orders, receipts, and invoices, as well as strategic areas around sourcing, contracting, and advanced supplier
management.
This update provides a number of new enhancements that help you gain more value from your procurement
processes.
PURCHASING
OVERRIDE FIRST APPROVER FOR PURCHASE ORDERS

Currently, requesters can be given the option to specify the overriding approver used to start requisition
approval routing.
You can now use the original overriding approver from the originating requisition on purchase orders and related
change orders to determine the approval routing of the resulting purchase order and related change orders. This
ensures that the approvers of the originating requisition are able to approve any changes introduced later in the
procurement process and maintain compliance with approval policies.
This capability provides additional approval flexibility, maintains the integrity of the approval process (change
orders have the same functionality as the original requisition), and ensures consistent business controls
throughout the purchasing process.
The following screen capture illustrates a sample approval rule that routes requester-initiated change orders to
the requisition's overriding approver.
21
Sample Approval Rule to Route Requester-Initiated Change Orders to the Requisition’s Overriding Approver
STEPS TO ENABLE
ACKNOWLEDGMENT CONTROLS DEFAULTING FOR PURCHASE ORDERS

In many cases, suppliers must formally acknowledge the receipt of a purchase order and accept its terms and
conditions before the fulfillment cycle can begin. Issuing these orders without explicitly specifying the
acknowledgment requirements can expose the buying organization to considerable risk. You can now leverage
the supplier site configuration to automatically default the appropriate acknowledgment terms and controls on
your purchase orders. This applies to all methods of purchase order creation including web service, file based
data import, automated order generation from requisitions as well as direct entry. Through automatic defaulting
of appropriate acknowledgment controls on purchase orders, Oracle Purchasing Cloud eliminates the need to
rely on accurate manual entry, minimizing your risk exposure.
22
The following screen captures illustrate this feature.
Define Acknowledgment Controls at the Supplier Site level
Acknowledgement Controls Defaulted on New Purchase Order
STEPS TO ENABLE
UPDATE PURCHASE ORDER AGREEMENTS USING FILE-BASED DATA IMPORT

Oracle Purchasing Cloud has extended the number of agreement attributes available for update through file-
based data import. When using file-based data import to update agreement information from a third-party
system, a broad set of agreement attributes are needed to enable a complete, automated integration. Without
these, many of the updates would have to be managed manually, a time-consuming and error-prone process.
Additional attributes available for update through file-based data import include:
Agreement Amount and Amount Limit

Start Date and End Date
Buyer
Description
Payment Terms
Note to Supplier
Controls (Automatically Generate Orders and Automatically Submit for Approval)
All Descriptive Flexfields
STEPS TO ENABLE
23
DESCRIPTIVE FLEXFIELD INHERITANCE BETWEEN REQUISITIONS AND PURCHASE ORDERS
Descriptive flexfields offer a powerful and flexible way to capture specific information on a requisition that may
be unique to your business needs. You now have the option to copy descriptive flexfield attributes from the
requisition header to the purchase order header, and from a requisition line to the purchase order line, in
addition to the preexisting requisition distribution to purchase order distribution option.
STEPS TO ENABLE
In the Setup and Maintenance work area, on the Manage Administrator Profile Values page, set the Requisition
Header Descriptive Flexfields Copied to Purchase Order Headers and the Requisition Line Descriptive
Flexfields Copied to Purchase Order Lines profile options to Yes.
Profile Options to Enable Descriptive Flexfield Inheritance From Requisitions to Purchase Orders
If you enable this feature, it will disable grouping of requisition headers and lines.
KEY RESOURCES
Review the Descriptive Flexfield Inheritance Between Requisitions and Purchase Orders Release
Training for more details on how to use the feature.
24
ENHANCED MESSAGES FOR ACCOUNT GENERATION FAILURES
Lapses in accounting rule configuration using Transaction Account Builder can sometimes lead to unexpected
errors when submitting the transactions for approval. When Oracle Purchasing Cloud cannot derive accounts
for a transaction, the application will now display detailed messages about the underlying error, so you can
work with your administrator to resolve the issues without additional technical research.
The following screen capture illustrates this feature.
Enhanced Account Generation Failure Message Example
STEPS TO ENABLE
REMOVE BUDGETARY CONTROL-RELATED RESTRICTIONS WHEN A PURCHASE ORDER IS

NOT HOLDING FUNDS
Organizations using budgetary control for a portion of their spend often want additional flexibility in actions they
can take on non-budgetary-controlled purchases. You can now split a line or update the line from the catalog
for requisitions that are not holding funds, even if budgetary control is enabled for the requisitioning BU. If you
have purchase orders that are not holding funds, you now have the option to cancel the purchase order without
having to cancel the associated requisition lines. With the availability of these additional actions, you can now
process requisitions more efficiently. As a requester, you will no longer have to submit new requisitions for
requirements that were previously approved but not fulfilled.
STEPS TO ENABLE
25
REPORT USING THE PROCURE TO PAY SUBJECT AREA
Report on spend for purchase orders and their associated requisitions, invoices, receipts, and accounts using a
new Procure to Pay Real Time subject area in Oracle Transactional Business Intelligence. The following
screen captures illustrate this feature.
New Procurement Subject Area - Procure To Pay Real Time
26
Sample Report - Procure To Pay
STEPS TO ENABLE
KEY RESOURCES
Review the Report Using Procure To Pay Subject Area Release Training for more details on how to use
the feature.
EXCHANGE ATTACHMENTS USING COLLABORATION MESSAGING FRAMEWORK

Business-to-business communications and configuration have already been greatly simplified using Oracle
Fusion Collaboration Messaging Framework. You now have the option to deliver, to your suppliers or trading
partner networks, "To supplier" purchase order attachments that are embedded within the message body of an
OAG 10.1 purchase order outbound message. This broadens the capabilities of business-to-business
communications while ensuring that suppliers have the information they need to process your orders.
STEPS TO ENABLE
1. In the Navigator, click Setup and Maintenance.
3. In the Procurement offering, locate the task named Manage Administrator Profile Values.
4. Search for the following profile option: Include Attachments in Electronic Communication.
5. Set the value of this profile option to Yes.
KEY RESOURCES
For more details, review the following white paper on My Oracle Support: Oracle Fusion Purchasing: Overview
of Electronic Communication in Purchasing (note 2174649.1).
27
ASSIGN ALL LINES ON A REQUISITION TO THE SAME BUYER

You can now assign all lines on a requisition to the same buyer. A new site-level profile option (Use Same
Buyer for all Lines in a Requisition) is available in this release. If the value of the profile option is Yes, then
when a requisition is submitted, the buyer assigned to the first requisition line will be used as the buyer on all
lines in the requisition. The default value of the profile option is No.
STEPS TO ENABLE
In the Setup and Maintenance work area, set the profile option named Use Same Buyer for All Lines in a
Requisition (POR_ASSIGN_REQ_SAME_BUYER) to Yes to enable this feature.
Manage Administrator Profile Values Page

If a buyer cannot be derived for the first line of a requisition, then no buyer will be assigned to other lines
of the requisition. A procurement agent who has access to other agents’ documents will be able to
process all such lines on the Process Requisitions page
If user enters a buyer on any line of the requisition other than the first line, then the user-entered value
will be overwritten with the buyer from the first line of the requisition.
RETAIN LAST ASSIGNED BUYER FOR RETURNED LINES

You can now retain the last assigned buyer on returned requisition lines. A new site-level profile option (Retain
Last Assigned Buyer on Requisition Line) is available in this release. If the value of the profile option is Yes
and a requester resubmits a returned line, the line will be reassigned to the buyer who returned that line. The
default value of the profile option is No.
STEPS TO ENABLE
In the Setup and Maintenance work area, set the profile option named Retain Last Assigned Buyer on
Requisition Line (POR_RETAIN_LAST_ASSIGNED_BUYER) to Yes to enable this feature.
28
Manage Administrator Profile Values Page

When the profile option is set to Yes, buyer assignment rules are not invoked for the returned lines
If the requisition being submitted contains any other active lines (such as lines in Rejected, Withdrawn,
or Incomplete status) along with the returned line, buyer assignment rules are invoked for those lines.
USE A PURCHASE AGREEMENT ACROSS SUPPLIER SITES

You can now create agreements that allow ordering from any site. Self Service Procurement users can choose
any valid supplier site in the requisitioning Business Unit when ordering items using smart forms or through the
Enter Requisition Line page if they select a purchase agreement that allows ordering from any site.
STEPS TO ENABLE
Select the “Allow ordering from unassigned sites” option on the purchasing agreement’s Controls tab to enable
this feature for requisitions that are sourced to a particular agreement.
29
Controls Tab on a Purchase Agreement
When the agreement allows ordering from any site, all supplier sites that are enabled in the user’s preferred
requisitioning business unit will be available when the user creates a requisition. However, if the “Agreement
order locally” option is selected, then when the user creates a requisition, the only purchasing supplier sites
available to select are those that are assigned to the requisitioning business unit that is specified on the user’s
requisition preferences.
30
SOURCING
ENSURE SUPPLIER COMMUNICATION IN PREFERRED LANGUAGE

As markets become more globalized, many organizations are challenged to communicate business
requirements effectively to suppliers. In a Sourcing process, it is important to ensure that suppliers receive
clear, understandable communications. Currently, supplier notifications are sent based on the supplier
contact's preferred language. Suppliers may have sites in different geographies with varied language
preferences. With this feature, the supplier contacts of these different sites will receive negotiation PDFs and
emails in their preferred language. Suppliers will receive communication in a way that best suits their
understanding.
STEPS TO ENABLE
Supplier site language is specified on the address associated with the supplier site. The negotiation PDF will
be generated in this language and send to supplier contacts in the negotiation invitation email.
TRACK AND AUDIT SUPPLIER ACTIONS

Audit trails can play an important part in an organization’s overall risk management strategy, demonstrating to
customers, business partners and regulators that an organization has made a thorough effort to protect against
and prevent potential problems. For a Sourcing business process, tracking supplier activities provides a
historical account of their actions for audit purposes and also provides details that can assist during a
negotiation. A Category Manager can now go to a single place to track activities by supplier and take
necessary actions. Providing a detailed and user friendly way to track supplier activities will provide Category
Managers insight into supplier progress and audit trails of supplier actions for compliance purposes.
In this release the Monitor Supplier Activities feature is enhanced to capture an activity log. It is a historical
account of suppliers’ activities during a negotiation cycle. When supplier takes various actions, such as accept
or decline a negotiation invitation, accept terms and conditions or create a response, the log shows what action
was taken by the contact, and when. Category Managers can export the activity log into an excel report.
31
Monitor Supplier Activities with an Activity Log
STEPS TO ENABLE
CONSOLIDATE NEGOTIATION LINES ON PURCHASE ORDER

Category Managers often create negotiations from requisitions to consolidate demand or negotiate for better
pricing. They may need to add additional negotiation lines or increase quantities on the line items in the
negotiation, in accordance with their business needs. Category Managers can now leverage discounted pricing
based on increased quantities of items, or additional items purchased from the supplier by providing suppliers
with a single, consolidated purchase order based on the award decisions. The supplier can also keep track of
the negotiated results on a single, consolidated purchase order. Category Managers can now take advantage
of better pricing and communicate effectively when buying additional items from the supplier.
32
Negotiation Lines From Requisitions and Lines Added Directly in the Negotiation Consolidate in a Single Purchase Order
STEPS TO ENABLE
Separate purchase orders will be created for the awarded negotiation lines in some scenarios:
Lines from different requisitioning BUs, and lines awarded to different supplier responses, will continue to
be added on separate purchase orders.
Lines from different Sold-to legal entities will also result in separate purchase orders, unless your
organization allows this grouping in the Configure Requisitioning Business Function setup page.
If the requisition lines have different taxation country or document fiscal classification, then separate
purchase orders are created from the fulfilling negotiation lines.
SHARE QUALIFICATIONS AND ASSESSMENTS WITH SUPPLIERS

To increase performance and qualification levels and to help maintain the most current supplier information,
you can share qualification results with suppliers. This optional feature allows you to control the level of
information you share. You may choose to disclose only summary outcome information or you may share
individual question response details as well. You can share internal responses (responses that did not
originate from the supplier) or only question responses that originated with the supplier. Supplier visibility
controls have been added to the qualification model and qualification area setup UI. The page layouts are
optimized to make it easy to tell which controls are related.
33
View Qualifications as Supplier
STEPS TO ENABLE
KEY RESOURCES
Review the Sharing Qualifications and Assessments with Suppliers Training for more details on how to
use the feature.
IMPROVED MANAGEMENT OF AUTOMATION ERRORS

As the supplier qualification process becomes increasingly automated through continued enhancements, you
must track and manage an increasing number of errors and exceptions that occur during processing. This
enhancement provides a new landing page infolet that highlights the number of recently occurring automation
errors. When an automated transaction fails to process as expected, such as during the automatic assignment
of qualifications to suppliers at the conclusion of supplier registration, the error is registered for your attention.
From the infolet, you can drill down into the new Manage Automation Errors page and take corrective action.
You can view the list of errors and see detailed information. You can then correct configuration errors, or
process the transactions manually as needed. These tools will help you identify and address configuration
issues and reduce the need to contact support, shortening the time to resolution.
34
Automation Errors Infolet on Supplier Qualification Landing Page
STEPS TO ENABLE
KEY RESOURCES
Review the Automation Error Management Training for more details on how to use the feature.
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UPDATE 17B
REVISION HISTORY
Date Feature Notes
11 DEC 2017 Outbound Integration Events Updated document. Removed key resource.
21 APR 2017 Created initial document.
OVERVIEW
SECURITY & NEW FEATURES
If your system has modified security structures, you may need to advise your security administrator of new
features you would like to take advantage of. Appendix A provides details about the security attributes needed
to employ the new features after you have decided to implement them.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
oracle_fusion_applications_help_ww_grp@oracle.com

We continue to add many new features to Oracle Cloud Applications and we now give you the option to take
advantage of new functionality at a pace that suits you. The ‘New Features UI’ is available to you from your
cloud homepage, where you can make your choices and do any configuration necessary.
UPDATE TASKS
This section gives you information to help you plan, deploy, and validate your update to this release. We make
frequent additions to this document, so don’t forget to check back and get the latest information before your
update starts.
CUSTOM BUSINESS INTELLIGENCE CONTENT ADDED TO THE PURCHASING OVERVIEW PAGE
If you added custom business intelligence content to the Purchasing Overview page in previous releases, and
you want to make that content available to your users in this release, you must follow these steps:
1. Grant your users the following entitlement: View Custom Infolets.

2. Use the page customization feature to create an infolet, and add the custom business intelligence
content to the Custom Infolet Analyses on the home page.
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RELEASE FEATURE SUMMARY
End Oracle
User Administrator Service
Automatically Action Action Request
Feature Available Required Required Required
Source to Settle
Cross-Product Procurement Enhancements
Analytic-Driven Infolets on the Home Page and
Work Area Landing Page
Select and Access Favorites
Purchasing
Purchase Orders Work Area Landing Page
Agreements Work Area Landing Page
Manage Supplier Acknowledgments
Enable Electronic Signature of Procurement
Documents
Reporting
Budgetary Control - Grants Funding Sources
Budgetary Control - Funds Reservation
Period-End Processing
Keyword Search
Outside Processing
Outbound Integration Events
Provide Details for Human Workflow Issues that
Cause PO Rejection
Shopping Experience
Mobile Requisition Application
Internal Material Transfer
Budgetary Control
Multiple-Grant Support
Outside Processing
Punchout Setup Diagnostic Tools
Supplier Model
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Full Supplier Profile Change Management
Inbound Supplier Web Service
Supplier Portal Work Area Landing Page
Search Suppliers
Communicate New Supplier Documents
Import Supplier Profile Attachments
Support Batch Processing in Supplier Import
Create Suppliers from Existing Party Using
Supplier Import
Sourcing
Team Scoring
Sourcing Programs
Negotiation Abstracts
Supplier Response Tabulation
Award Notice
Negotiations Work Area Landing Page
Question Library Scoring
Remove Managers from the Collaboration Team
Price Visibility Control
Supplier Lock Out
Outside Processing
Qualification and Assessment Scoring
Automatic Evaluation
Automatic Acceptance of Responses
Event-Based Initiative and Qualification Creation
Cancellation of Future-Dated Qualifications and
Assessments
Supplier Qualification Work Area Landing Page
Additional Notifications
Appendix A: Function Security Roles and Privileges
SOURCE TO SETTLE
Oracle Procurement Cloud provides a complete source-to-settle solution to help you:
Increase influence over spend and procurement practices

Deliver measurable value through enabling cloud technologies
Improve efficiency through more effective collaboration
Simplify, standardize, and automate the source-to-settle process
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Oracle Procurement Cloud supports both transactional procure-to-pay flows from requisitions through purchase
orders, receipts, and invoices as well as strategic areas around sourcing, contracting, and advanced supplier
management.
This release provides enhancements in user experience and navigation, more flexibility with additional services,
and a large set of new product features enabling you to gain more value from your procurement processes.
CROSS-PRODUCT PROCUREMENT ENHANCEMENTS

A successful source-to-settle business process relies on your ability to aggregate, analyze, and act upon key
insights that drive timely and reliable business decisions. You need highly visual, analytically driven, and timely
information at the forefront of the applications you use every day. Release 13 introduces a revamped home
experience page, work area landing pages, and Favorites capability that provide visual, insightful, and
actionable information for your entire source-to-settle business process.
ANALYTIC-DRIVEN INFOLETS ON THE HOME PAGE AND WORK AREA LANDING PAGE
The new home experience and application work area pages provide modern user interface components called
infolets. An infolet is a self-contained, interactive container that helps you quickly visualize high-level
information, review relevant details, and proceed to action. Because infolets are role-based, you see only what
is relevant to your specific role. Progressive disclosure of details is available to you by expanding or inverting
the infolet as needed. You can also rearrange the layout of your infolets or hide the ones that you do not need.
Infolets are available to you at two levels:
Home experience infolet page: This page exists at the same level as your springboard page (where
you access your application icons). You can click the page controls (indicated by dots at the top-center
of the home page) to access a set of logically grouped infolets aggregated from multiple application work
areas. If you have all the relevant roles, you are able to view infolets on the home experience infolet page
that aggregate critical information for your entire source-to-settle business process.
Source to Settle Infolets Home Page
Infolet-based landing pages: An infolet-based work area landing page contains infolets specific to a
single product work area. You can access a work area page by clicking an icon button on the
39
springboard, an icon button in the springboard strip, a work area name in the Navigator, or an infolet on a
home experience infolet page.
The redesigned work area landing pages present information quickly and clearly to draw your attention to
actionable content, which is key to your productivity. Infolet-based work area landing pages have easy-to-read
analytic tiles that users can rearrange and configure to meet personalized needs. The tiles also provide
additional metrics and improved usability. This design allows all users to monitor the part of the operation that
best meets their own role or interest.
You can configure which infolets you want to display on the home experience infolet page from the following list:
Requisition Lines. View the counts of unprocessed requisitions by the number of days they are not
processed.
Open Orders. View the count of open orders that are assigned to the buyer. This information can assist
you with allocating work across your department.
Overdue Schedules. View the total number of overdue schedules. The expanded view shows the
breakdown by supplier.
Open Receipts. View the total number of expected receiving lines that are open. The expanded view
shows the aging of these lines according to the expected receipt date. You can navigate from here to
manage incoming shipments.
Invoices on Hold. Keep track of held invoices. You can see counts of invoices on hold and drill down to
the Invoice work area to take action, if needed.
Payments. View the total amount of upcoming payments due to suppliers within one week.
Supply Base. Monitor the percentage distribution of your suppliers across several dimensions, including
supplier type, business relationship, and business classification.
Agreements. Monitor how many agreements are over-released or under-released according to
consumption exceptions you set on each agreement.
Inactive Agreements. View agreements that have had no activity for the prior six months.
Sourcing Programs. View the top five sourcing programs across your procurement business units and
drill down to program details.
Keep track of your sourcing activity across your procurement business units with a count of negotiations
by status and expand to see ongoing negotiations by category manager.
Deliverables Overdue. View the count of overdue deliverables from your sourcing negotiations and
purchasing agreements. You can drill down to the respective work areas to take action.
Negotiated Savings and Award. Monitor total awards by year and month as well as your sourcing
performance in achieving negotiated savings.
Qualified Suppliers. Track progress as you qualify your supply base. This infolet provides the
percentage of suppliers that have been through the qualification process for the top five qualification
areas. You can expand this infolet to show the results for the top ten qualification areas.
STEPS TO ENABLE

Category Managers and Procurement Managers will be able to see this page. However, to see a
specific infolet like Receipts, Invoices, or Payments, they must have the necessary function security
privileges to access this information.
After upgrade, the Recent Activity infolet on the Purchase Orders and Purchase Agreements work area
landing pages displays no data. This infolet reports on procurement events that occur after the upgrade.
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KEY RESOURCES
Review the Release Training associated with this feature.
SELECT AND ACCESS FAVORITES

To help you quickly find important information or transactions, Oracle Procurement Cloud supports an
expanded Favorites capability. In prior releases, setting a favorite was managed through the Favorites and
Recent Items toolbar, which required a few extra clicks. In this release, you can easily establish individual
suppliers, purchase orders, and more as favorites with a click on the Star icon that appears next to the object
title. One click identifies the object as a favorite (solid yellow star), and one click removes it from favorites
(empty star). Establishing a favorite provides you with easy access to revisit those objects by opening your
Favorites and Recent Items list and clicking on the title.
The following screen captures illustrate the feature and its benefits.
Favorite Supplier Indicated by the Solid Yellow Star Icon
Favorite Supplier Shown in the Favorites and Recent Items List
STEPS TO ENABLE
KEY RESOURCES
Review the Release Training for more details on how to use the feature.
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PURCHASING
With Oracle Purchasing Cloud, you can verify the accuracy of supplier agreements that ensure pricing, terms
and conditions, and policies with suppliers. Purchasing also enables you to manage purchase orders with
suppliers to ensure goods and services are delivered on time.
PURCHASE ORDERS WORK AREA LANDING PAGE

The Purchase Orders work area landing page has been redesigned to quickly highlight purchasing
transactions that require buyer attention and infolets that include key alerts and important metrics. The
following infolets are available to provide improved insight into purchase orders:
Orders Requiring Attention: This infolet display counts of purchase orders that might require a buyer’s
attention, such as orders rejected or invoice holds.
Recent Activity: This infolet provides visibility to recent actions taken on the buyer's orders, such as
acknowledgment and receipts.
Incomplete Orders Shows counts of incomplete orders and change orders that are assigned to the
buyer.
Requisition Lines Requiring Action: Shows a count of requisition lines in the buyer’s queue.
Requisition Lines Days Unprocessed: View the counts of unprocessed requisitions by the number of
days they are not processed.
Orders in Process: Shows the total number of orders and change orders in process. This infolet also
shows counts by order status.
Open Schedules: Shows the number of active order schedules by schedule status.
Purchase Orders Work Area Landing Page
STEPS TO ENABLE
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KEY RESOURCES
Review the Fuse+ Purchasing Overview Release Training for more details on how to use the feature.
AGREEMENTS WORK AREA LANDING PAGE

The Agreements work area landing page has been redesigned to quickly highlight supplier agreement
transactions that require the category manager’s attention and infolets that include key alerts and important
metrics. The following infolets are available to provide improved insight into agreements:
Agreements Requiring Attention: This infolet displays counts of agreements that might require a
category manager’s attention, such as agreements rejected or agreements with upload errors.
Recent Activity: This infolet provides visibility to recent actions taken on the category manager’s
agreements, such as acknowledgment and change orders.
Incomplete Agreements: This infolet displays counts of incomplete agreements and change orders that
are assigned to the category manager.
Expiring Agreements: This infolet displays counts of expiring agreements that are assigned to the
category manager.
Expired Agreements: This infolet shows counts of agreements that have expired in the last week and in
the last month.
Agreement Amount Consumed: This infolet displays agreements by consumption rate, including
agreements that are over consumed.
Agreement Consumption at Risk: This infolet shows agreements that have consumption issues based
on the predefined released amounts captured on the individual agreement.
Agreements with No Activity: This infolet displays the number of agreements that have had no activity
in the past six months.
Agreements in Process: This infolet displays the total number of agreements and change orders in
process. It also displays counts by status.
Open Agreements: This infolet displays counts of open blanket purchase agreements and open contract
purchase agreements that are assigned to the category manager.
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Agreements Work Area Landing Page
STEPS TO ENABLE
KEY RESOURCES
Review the Fuse+ Purchasing Overview Release Training for more details on how to use the feature.
MANAGE SUPPLIER ACKNOWLEDGMENTS

Supplier acknowledgments are a valuable tool in the procure-to-pay transaction flow. You can use
acknowledgments to confirm suppliers have received a transaction and have accepted pricing and other terms
and conditions. Suppliers can notify any changes to expected quantity and delivery information.
You can do the following:
Set up acknowledgment controls for automated processing. You can define acknowledgment
controls on the supplier site record. The system defaults the acknowledgment controls to the purchase
order from the supplier site during the requisition-to-purchase order processing.
External applications can require acknowledgment for change orders submitted through the
purchase request web service.
Enable supplier collaboration during purchase order acknowledgment activities. With supplier
collaboration:
Suppliers can now propose purchase order changes using the purchase order web service or by
way of the supplier portal.
Buyers can review and action supplier change proposals during acknowledgment.
Suppliers can download purchase orders awaiting acknowledgment from Supplier Portal to
Microsoft Excel®, perform updates (such as accept, change, and reject), and upload. You can
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track acknowledgment activities, including change proposals in the purchase order document
history.
The following screen captures illustrate these features.
Propose Changes During Acknowledgment
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Acknowledge Schedules with Spreadsheet
Track Acknowledgment Activity in Document History
STEPS TO ENABLE
46
KEY RESOURCES
Review the Acknowledgment Enhancements Release Training for more details on how to use the
feature.
ENABLE ELECTRONIC SIGNATURE OF PROCUREMENT DOCUMENTS

You can now use electronic signatures with DocuSign® to effectively capture formal acceptance of internal
users and suppliers on purchasing documents. The following capabilities can help you manage the electronic
signature process:
Buyers can send purchasing documents for electronic signature.

You can track signature packet creation and signature capture using new document statuses.
The purchasing document moves to Open status when all signatures have been completed in
DocuSign®.
You can track signature packet history using DocuSign®.
Require Signature During Purchasing Document Creation
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Prepare Purchasing Document for Signature
STEPS TO ENABLE
You can now use electronic signatures with DocuSign® to effectively capture formal acceptance of internal
users and suppliers on purchasing documents. The following capabilities can help you manage the electronic
signature process:
Buyers can send purchasing documents for electronic signature.

You can track signature packet creation and signature capture using new document statuses.
The purchasing document moves to Open status when all signatures have been completed in
DocuSign®.
You can track signature packet history using DocuSign®.
To use this feature, you must have procurement contracts implemented. Follow these steps in the Setup and
Maintenance work area to enable the electronic signatures for procurement documents feature under the
Procurement Contracts functional area:
1. In the Navigator, click the Setup and Maintenance work area link.
3. In Administration region, from the Actions menu, select Change Configuration.
4. For the Procurement Contracts functional area, click the Edit icon in the features column.
5. Select the option for Enable Electronic Signature for Procurement Documents.
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Enable Electronic Signature for Procurement Offering
6. Next, configure the Electronic Signature:

a. Select the Procurement offering.
b. In the Navigator, click the Setup and Maintenance work area link.
c. Click Setup.
d. Select the Procurement Contracts offering in the Functional Areas region.
e. Click Configure Electronic Signature for Procurement Documents in the Task region.
f. Select DocuSign as the Solution Provider.
g. Provide the URL and Admin account credentials for DocuSign.
h. Click Save and Close.
Manage Electronic Signature Setup
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KEY RESOURCES
Review the Electronic Signature via DocuSign Release Training for more details on how to use the
feature.
REPORTING
Oracle Transactional Business Intelligence (OTBI) reporting capabilities have been enhanced with the following:
The “Procurement – Purchasing Real Time” and “Procurement – Requisition Real Time” subject areas
now include a new folder called “Document History,” which allows users to report on approvals and
changes to purchase orders and requisitions.
Award attributes have been added to the “Procurement – Purchasing Real Time” subject area. They
provide award-related information for purchase orders associated with sponsored projects, to ensure that
expenditures have been accumulated against the correct award and enforce compliance with the award’s
provisions.
Document Action History Sample Report
Award Sample Report
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STEPS TO ENABLE
KEY RESOURCES
Review the Reporting Enhancements Release Training for more details on how to use the feature.
BUDGETARY CONTROL - GRANTS FUNDING SOURCES

Many grants are funded by multiple funding sources. You now have the ability to charge transactions against
multiple funding sources for a single grant. This enhancement removes the previous limitation of a single
funding source per grant. You now define the funding source as a budget segment, and you can specify the
funding source to charge the expense for purchasing transactions.
Funding Source as Budget Segment
STEPS TO ENABLE
Refer to the What’s New in Oracle Grants Management Cloud Release 13 Guide, available on the Oracle Help
Center
KEY RESOURCES
Refer to the What’s New in Oracle Grants Management Cloud Release 13 Guide, available on the
Oracle Help Center.
BUDGETARY CONTROL - FUNDS RESERVATION

In this release, you can configure funds to be reserved as early as document submission rather than wait for
approval to reserve the funds.
When a purchase order is needed and budget is not available, a funds override process can quickly resolve the
constraint. The following capabilities have been added to help manage the funds override process:
Allow a request for funds override when funds are insufficient

Route a request for funds override for approval
The following screen captures illustrate these features.
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Purchase Order with Funds Reserved on Submit
Request Insufficient Funds Override
Document History for Purchase Order with Funds Override
52
STEPS TO ENABLE
2. Create or open an implementation project that includes:
a. Offering: Financials
b. Functional Area: Budgetary Control and Encumbrance Accounting
3. Search for the Manage Budgetary Control task.
4. Search for the appropriate Ledger and Business Unit combination.
5. Select the Business Unit.
6. In the Procure-to-Pay Business Functions region, select Submission from the Reservation Point drop
down list.
Enable Funds Reservation on Document Submission
To enable insufficient funds override feature and define the various override rules:
3. Search for the Manage Control Budgets task.
4. Click on Add to create a new control budget.
5. Select the Allow overrides checkbox.
Enable Funds Override for Control Budget
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6. In the Override Rules region, click Add to create an override rule.
7. Provide values for Maximum Override Amount, and Name.
8. Select Insufficient funds from the Type dropdown.
9. Select appropriate Transaction Types.
10. Save your changes.
11. From the Action menu, select Prepare for Use.
Define Override Rules for Control Budget
KEY RESOURCES
Review the Budgetary Control Enhancements Release Training for more details on how to use the
feature.
PERIOD-END PROCESSING
Period-end processing can be time consuming. You must carefully examine transactions to determine whether
they must be finally closed or carried over to the next period.
You can now accomplish period-end processing more efficiently by using a simplified Microsoft Excel
spreadsheet with upload and download functions to perform mass-close operations. This enhancement makes it
easier for users to quickly update the status of open transactions that may be holding residual accruals or
obligations and that have been inactive or overdue for closure.
54
The following screen capture illustrates the feature.
Close Purchase Order Schedules in Spreadsheet
STEPS TO ENABLE
KEY RESOURCES
Review the Mass-Close/Cancel Purchasing Transactions Release Training for more details on how to
use the feature.
KEYWORD SEARCH
Find the orders, agreements, and suppliers you need faster and more easily with the new quick search tool,
which includes keyword search and autosuggest. This feature provides a more modern and easy-to-use
search capability, while still providing the ability to search for specific field values when needed.
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Keyword Search In Manage Orders
Keyword Search with Autosuggest
STEPS TO ENABLE
56
KEY RESOURCES
Review the Keyword Search Release Training for more details on how to use the feature.
OUTSIDE PROCESSING
Outside processing is a common business process in which one or more operations of a work order is
outsourced to a supplier. Typically, manufacturers use outside processing when they don’t have the
capabilities or equipment to perform a specialized and costly service (such as plating) in-house.
Create and manage work definitions with supplier operations. You can create a work definition that
defines operations as internal or at supplier, identify the supplier, and the lead time for the supplier
operation. You are able to define back-to-back supplier operations where the material can move from one
supplier to another and then back to your facility for internal manufacturing. You can indicate whether to
generate the purchase requisition at the time of work order release or at the time of completion of the
operation (prior to the supplier operation). You can also identify shipping documents that must be
generated to facilitate shipping the processed assembly to your supplier.
Automatically create and manage purchasing documents for the service. The system will
automatically create the purchase requisitions and purchase orders to buy the outside manufacturing
service. This creation occurs either at release of the work order or when the prior operation is completed,
depending on your requirements.
Automatic demand and supply changes. In outside processing, a service purchase order is created for
every work order. Therefore, you must reflect any change in the quantity or schedule dates of the work
order in the purchase order. Similarly, you must reflect any change in the supplier delivery schedule or
quantity needs in the work order. For work order quantity or schedule date changes, Oracle Supply Chain
Orchestration Cloud attempts to automatically adjust the purchase order and logs a manufacturing
exception if the purchase order can’t be changed for any reason. If the purchase order changes, Supply
Chain Orchestration automatically logs a manufacturing exception, which serves as a notification for the
production supervisor to take immediate action on the work order.
57
Outside Processing Work Order Information
STEPS TO ENABLE
Refer to What’s New in Manufacturing Cloud Release 13, available on the Oracle Help Center
KEY RESOURCES
Review the Oracle Supply Chain Management Cloud’s Introduction to Outside Processing Release
Training for more details.
OUTBOUND INTEGRATION EVENTS

You can integrate Oracle Procurement Cloud with additional systems using a variety of techniques. In addition,
you can now configure integrated systems to subscribe to and consume purchase order events. This provides
a quick, efficient method of integration. The following events are now available to you:
Purchase order implemented

Change order implemented
Purchase order finally closed
Purchase order reopened
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ICS Integration Allows System to Subscribe To and Consume Purchase Order Events
STEPS TO ENABLE
PROVIDE DETAILS FOR HUMAN WORKFLOW ISSUES THAT CAUSE PO REJECTION

Complex approval rules can sometimes result in configuration issues or oversights that lead to unexpected
approval rejections. When a purchasing document is rejected for technical reasons, the rejection notification
contains additional details about the underlying errors. Failures due to rule configuration issues and missing
currency conversion rates are clearly indicated so that you can work with your administrator to resolve the
issues without additional technical research or support.The following screen captures illustrate this feature.
Error Notifications Include Additional Details That Identify the Cause of Failure
STEPS TO ENABLE
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Oracle Self Service Procurement Cloud streamlines the purchase requisitioning process using a consumer-
centric approach and helps control employee spending by enforcing procurement policies. Requisitions are
validated and submitted for approval before they are processed as purchase orders in Oracle Purchasing.
SHOPPING EXPERIENCE
As consumer shopping expectations evolve, the self-service procurement experience must also evolve. Self
Service Procurement delivers a new, simplified user experience for shopping and requisition creation. A
completely redesigned layout is now available for easier identification of important information for requesters,
such as recently viewed, recent purchases, and featured categories. Powerful new tools, such as advanced
filters in search results and one-click requisition submission, meet the expectations of a demanding user base
accustomed to consumer shopping tools. Users are able to complete tasks more quickly and easily with less
support. In a world of ever-expanding devices, the improved experience is designed to satisfy across devices,
including desktops, laptops, and tablets.
Shopping Home Page Redesign
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Quicker Checkout
STEPS TO ENABLE
KEY RESOURCES
Review the Self Service Procurement R13 Fuse+ Redesign Release Training for more details on how to
use the feature.
MOBILE REQUISITION APPLICATION

You can take self-service shopping and requisition creation on the road with the Self Service Procurement
mobile application. Employees in the field or on the go can easily and quickly create and submit requisitions
from iOS and Android devices. The mobile application is easy to use, with a consumer experience that
includes the ability to view item details in search results, view status of recent requisitions, and keep up-to-date
with purchasing news.
61
Item Search Results Card View
62
View Requisition Status/Purchasing News
STEPS TO ENABLE
No steps are required to enable this feature. However, the user must have the necessary privileges to access
the feature.
KEY RESOURCES
Review the Self Service Requirement R13 Mobile App Release Training for more details on how to use
the feature.
INTERNAL MATERIAL TRANSFER

Rather than buy items that are already on hand, you can use an internal material transfer through Self Service
Procurement to request goods held in internal inventory. The internal material transfer differs from a standard
requisition in that it is processed internally rather than through the dispatch of a purchase order to a supplier.
However, requisitions for internal material transfers are governed by the same approval workflows, account
defaulting rules, and controls as other requisitions destined for suppliers.
63
Select Supply Source UI
STEPS TO ENABLE
1. Enable the Internal Material Transfers feature in the Self Service Procurement functional area of the
Procurement offering (Setup and Maintenance work area).
2. In the Configure Requisitioning Business Function page, optionally enable the visibility of available
inventory quantities in the Select Supply Source window.
KEY RESOURCES
Review the Self Service Procurement R13 Internal Material Transfer Release Training for more details
on how to use the feature.
BUDGETARY CONTROL
Control and maintain budgets with greater flexibility. Oracle Budgetary Control Cloud provides several new
features that enhance the existing capabilities to enforce budget constraints and prevent users from submitting
transactions if funds are not sufficient. You can configure funds to be reserved as early as requisition
submission rather than waiting for requisition approval to reserve the funds. When a purchase is needed, even
though a budget is not available, you can apply a funds override process to make the purchase. The override
flow support consists of: a funds override request, funds override approval, and reserving funds with an
override at requisition approval. When you must release funds without being used, instead of finding and
canceling individual requisitions, you can now mass-cancel requisitions to make it easy to clean up reserved
funds that are held across multiple requisitions.
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STEPS TO ENABLE
a. Offering:Financials
b. Functional Area:Budgetary Control and Encumbrance Accounting
3. Search for the Manage Budgetary Control task.
4. Search for the appropriate Ledger and Business Unit combination.
5. Select the Business Unit.
6. In the Procure-to-Pay Business Functions region, select Submission or Approval from the Reservation
Point drop down list.
Manage Budgetary Control and Encumbrance Accounting
Enable Funds Reservation on Document Submission
To enable insufficient funds override feature and define the various override rules:
3. Search for the Manage Control Budgets task.
4. Click on Add to create a new control budget.
5. Select the Allow overrides checkbox.
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Manage Control Budget
Enable Funds Override for Control Budget
6. In the Override Rules region, click Add to create an override rule.

7. Provide values for Maximum Override Amount, and Name.
8. Select Insufficient funds from the Type dropdown.
9. Select appropriate Transaction Types.
10. Save your changes.
11. From the Action menu, select Prepare for Use.
Define Override Rules for Control Budget
KEY RESOURCES
Review Purchasing R13 Budgetary Control Enhancements Release Training for more details on how to
use the feature.
MULTIPLE-GRANT SUPPORT
Some projects are funded by multiple grants. To enhance grants management in the procurement process,
Self Service Procurement provides the ability to charge against multiple grants for a single project. This
removes the current limitation of a single grant per project.
66
STEPS TO ENABLE
To use Multiple-Grant Support, Projects Costing and Grants Management must be implemented. No additional
setup steps are required.
When multiple awards are available for a project, you must select the Contract Number and Funding Source for
each requisition distribution associated to the project expenditure.
Selecting Contract Number and Funding Source in Requisition
KEY RESOURCES
Refer to the What’s New in Oracle Grants Management Cloud Release 13 Guide, available on the
Oracle Help Center.
OUTSIDE PROCESSING
Outside processing is a common business process in which one or more operations of a work order is
outsourced to a supplier. Typically, manufacturers use outside processing when they don’t have the
capabilities or equipment to perform a specialized and costly service (such as plating) in house. Self Service
Procurement supports integration to create outside processing requisitions to buy the outside manufacturing
service, either at release of the work order or when the prior operation is completed, depending on your
requirements.
STEPS TO ENABLE

Outside processing requisitions are not supported through cloud spreadsheets (FBDI).
Items must be enabled for outside processing to be used in the outside processing flow.
KEY RESOURCES
Review the Oracle Supply Chain Management R13 Cloud’s Introduction to Outside Processing Release
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PUNCHOUT SETUP DIAGNOSTIC TOOLS
When configuring and using a punchout supplier, errors can sometimes occur. These problems are generally
due to connection failures, errors in the punchout request, or errors in the returned shopping cart. It can be
tedious and time consuming to diagnose and fix these errors, slowing implementation and increasing costs.
Oracle Self Service Procurement Cloud provides the Catalog Administrator and Application Administrator with
inline diagnostics for errors found in punchout site configuration test requests or in returned shopping carts. This
diagnostic capability provides immediately accessible information that can be used to diagnose punchout
problems, greatly reducing the time to get a punchout supplier up and running.
Error Message Popup with View Log button
Punchout Log Details Popup Displaying the Punchout Attributes and its Values
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STEPS TO ENABLE
No steps are required to enable this feature
KEY RESOURCES
Review the Release Training for more details on how to use the feature.
SUPPLIER MODEL
Oracle Supplier Model Cloud enables you to manage your supplier data to support critical business processes
that leverage suppliers such as procure-to-pay. You can maintain external supplier profile information,
including addresses, contacts, and tax information. In addition, you can maintain internal business controls to
govern transaction processing based on the supplier relationship.
FULL SUPPLIER PROFILE CHANGE MANAGEMENT

Management of supplier profile information consumes a significant level of time and resources. Supplier self-
service profile management empowers suppliers to maintain their own profile data through the Oracle Supplier
Portal Cloud. Supplier Portal delivers a complete set of tools for suppliers to manage their profile: secure
access to profile information, configuration of supplier profile elements that are change-controlled, and ability
for internal users to review and approve supplier-initiated profile changes. When suppliers manage their own
profiles, you’ll benefit from improved accuracy of supplier data, reduced costs associated with profile
management, and improved communication with suppliers on profile review and updates.
Edit Profile Change Request From Supplier Portal
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Review Changes Before Submitting the Request
STEPS TO ENABLE
This feature is available in the following Procurement Cloud products: Supplier Portal, Sourcing, and Supplier
Qualification.
1. In the Setup and Maintenance work area, enable the Full Supplier Profile Change Management feature,
under the Supplier Portal, Sourcing, or Supplier Qualification functional area. When the feature is
enabled, supplier users can manage full profiles from Supplier Portal.
2. IMPORTANT: For new customers, the Full Supplier Profile Change Management feature is enabled by
default. For existing customers upgrading to Release 13, the feature is not enabled by default, so you
can determine whether and when to implement this feature, as appropriate to your business.
3. Review the defaults in the following optional setup steps and make changes based on the business
needs of your organization.
a. Configure Supplier Registration and Profile Change Request: review the default settings for which
types of profile changes require approval.
b. Manage Supplier Profile Change Approvals: review the default approval routing rules for the
supplier profile change requests.
OPT IN PARAMETERS
Opt In Yes
Opt In Expiration (if applicable) Not applicable
Dependent Feature Opt In (if applicable) None
Procurement > Supplier Portal

Offering Names Procurement > Sourcing
Procurement > Supplier Qualification
KEY RESOURCES
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INBOUND SUPPLIER WEB SERVICE
A comprehensive inbound web service that facilitates data transfers from external supplier data sources into
the Supplier Model profile. The web service allows you to create new suppliers, as well as update or delete
attributes in existing supplier profiles.
STEPS TO ENABLE
There are no steps needed to enable the feature in Oracle Supplier Model Cloud. It can be used after
completing following steps in the external application:
1. Provide the WSDL URL for the Inbound Supplier Web Service.
2. Configure the application to publish the supplier record changes in a prescribed XML payload.
While maintaining an external master application for suppliers, use the Inbound Supplier Web Service feature
to synchronize supplier records to be used in the Procure to Pay flow in Oracle Cloud Applications.
KEY RESOURCES
Review the SOAP Web Services for Oracle Procurement Cloud guide, available on the Oracle Help
Center.
SUPPLIER PORTAL WORK AREA LANDING PAGE

You can gain substantial savings and efficiency with an effective supplier self-service portal solution to manage
supplier transactions and communication. The success of a portal solution is dependent on the ability of
suppliers to identify and complete essential tasks quickly and easily. A re-engineered user experience for the
Supplier Portal is both simplified and more effective. Reduced information density, clearer calls to action and
improved usability means suppliers can start working quickly with actionable content. By surfacing real-time
information on the work area landing page (such as recent activity, transaction reports, and issues that require
urgent attention), the landing page provides immediate and summarized visibility of current work and business
flows. For suppliers on the go, the new landing page is designed to deliver a great experience on tablets as
well as the desktop. New infolets include:
Requiring Attention. Provides broad visibility into the most urgent matters with a high- level view of
transactions that require urgent action or review, such as agreements to acknowledge, orders to
acknowledge, negotiation responses, negotiations closing soon, and forecast commit mismatches.
Recent Activity. Provides an overview of important information about ongoing activities to keep supplier
users updated and informed, and to help them plan the workload ahead. You can filter Information to
narrow or broaden the time frame in which the transaction activities occurred.
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Supplier Portal Work Area Landing Page
STEPS TO ENABLE

The content displayed on the landing page is dependent on the products enabled for implementation
and the job roles provisioned to the supplier users.
Use the Tasks pane to navigate directly to tasks.
Use the Search panel to quickly search for different transactions.
Access worklist notifications and watchlist items using the icons in the global header.
KEY RESOURCES
SEARCH SUPPLIERS
Find the suppliers you need faster and more easily with the new supplier search tool, which includes keyword
search and autosuggest. Expanded search capability also provides you the flexibility to use the Manage
Suppliers page to do light reporting and analysis tasks without leaving the Suppliers work area. The new
supplier search includes the ability to search for a set of suppliers across supplier attributes, such as business
classifications, supplier types, or products and services.
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Quick Search Enabled with Keywords-Based Search and Autosuggest
Manage Suppliers – Basic Search
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Manage Suppliers – Advanced Search
STEPS TO ENABLE

Simplified basic search leverages supplier keywords to expedite retrieval of supplier records.
Use advanced search for light-weight reporting and analysis tasks, for example, to search for groups of
suppliers.
Keywords entered are matched to the following supplier profile attributes: Supplier Name, Supplier
Number, D-U-N-S Number, Alternate Name and Parent Supplier.
KEY RESOURCES
COMMUNICATE NEW SUPPLIER DOCUMENTS

Purchasing departments must communicate important information to the new suppliers. The information can
vary from being a simple terms-and-conditions document to a more detailed document including payment
terms and contract information. Organizations that deal with suppliers globally might have different versions of
the information based upon the country of the suppliers to support different languages and other country
specific business requirements. Organizations now have the ability to configure the documents that they want
automatically communicated to new suppliers. This can be configured based upon the supplier’s country to
accommodate regional differences. A system-generated email is sent to the supplier contacts along with the
documents. The documents are sent as attachments to the email notification.
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The following screen capture shows where the notification content is configured.
Configure New Supplier Notification Setup Page
STEPS TO ENABLE
In the Setup and Maintenance work area, select the Procurement offering and click Setup. Then, select the
Suppliers functional area and use the Configure New Supplier Notification task to enable the feature.
1. Enter the email subject and body.

2. If applicable, upload notification documents as global or tax country specific.
3. Select the Enable notification option.

Email notification is sent to supplier contacts when a new spend authorized supplier is created or
approved in registration.
Instead of sending supplier documents as attachments, it may be preferred to communicate instructions
for accessing such documents in the email body.
The supplier’s tax country is identified either through its taxpayer country or its tax registration country,
in this order.
Global documents are sent to suppliers without a tax country or when no documents are set up for the
supplier’s tax country.
KEY RESOURCES
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IMPORT SUPPLIER PROFILE ATTACHMENTS
When importing suppliers to Oracle Procurement Cloud, file attachments are often required to complete the
supplier profiles. Adding file attachments manually through the user interface is time consuming, error prone,
and expensive. Oracle Procurement Cloud automates the process by enabling mass uploads of supplier
profile, supplier site, and business classification attachments. With supplier import, you can quickly import all of
the supported attachment types and categories, which greatly reduces the time needed to complete a supplier
profile. After import, the attachments are immediately available. Support for attachment import is especially
significant for migration activities, during which you must import large volumes of suppliers with attachment
data from existing systems.
The following screen captures illustrate the import of supplier attachments.
New Import Supplier Attachments Process
Supplier Attachments FBDI Import Template
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Supplier Attachments Import Report
STEPS TO ENABLE

Suppliers must exist in the supply base before attachments can be imported for them using the Supplier
Attachments Import process.
For supplier site attachments import, the supplier sites must exist for the corresponding suppliers before
using the Supplier Attachment Import process. For business classification attachments import, the
business classifications must exist for the corresponding suppliers before using the Supplier Attachment
Import process.
File attachments must be stored in a .zip file and uploaded to the Procurement Suppliers UCM account
along with the .csv file generated from the Supplier Attachments FBDI import template.
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KEY RESOURCES
SUPPORT BATCH PROCESSING IN SUPPLIER IMPORT

Supplier import allows you to enter or update large volumes of supplier data in Oracle Procurement Cloud.
When the import is processed, all records in the staging or interface tables are picked up for processing, which
can occasionally affect performance and take longer than desired. Additionally, if an import process is
scheduled more than once, all instances will attempt to process all records, affecting performance.
You can now specify which records you want processed when you schedule a supplier import process. You can
organize import records into batches by assigning them a Batch ID. Batches can be processed in parallel.
Suppliers File-Based Import Template with Batch ID Column
Import Suppliers Process Window with Batch ID Parameter
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Suppliers Import Report with Batch ID Parameter
STEPS TO ENABLE

The Batch ID import parameter is designed to accept any custom value. The Batch ID value provided in
the FBDI import template for an import record must match the value provided for the Batch ID parameter
while scheduling an import process for the record to be imported.
If no value is provided for the Batch ID parameter while scheduling an import process, only import
records that do not have a Batch ID value specified will be imported.
CREATE SUPPLIERS FROM EXISTING PARTY USING SUPPLIER IMPORT

Often, a supplier is also a customer. Many companies want to manage both aspects of that relationship in an
integrated fashion to ensure the best relationship possible. Sharing parties reduces duplicate maintenance and
improves data quality. If separate unique records are required for the supplier and customer, the difficulty of
getting accurate, timely information about their activities greatly increases. Using Oracle Supplier Import,
supplier records can be created as part of the same existing global party that includes the customer record
information. Actionable information from reporting and analysis enables enhanced management of the
relationship. The following screen capture illustrates creating supplier from existing party.
Suppliers Imports Template with Registry ID Column
STEPS TO ENABLE
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The party for which a supplier relationship needs to be established must exist in Oracle Cloud
Applications.
The updated supplier import template includes a new column, Registry ID, to capture the customer’s
unique identifier. The new supplier is created using the Registry ID of the existing party in Supplier
Import.
The process allows supplier creation using a minimal set of supplier attributes. Fields that are shared
across parties, such as D-U-N-S Number and Tax Registration Number, are copied from the existing
party to the supplier profile.
The supplier name entered in the template must match the name of the party for which the Registry ID is
provided.
The Registry ID provided in the template must identify a non-supplier party.
KEY RESOURCES
SOURCING
Oracle Sourcing Cloud delivers the structure, tools, and information that you require to maximize the value of
supplier negotiations. You can improve your negotiation position, drive strategic savings initiatives, and achieve
bottom-line savings results.
TEAM SCORING
Sourcing excellence requires combining the specialized skills of procurement professionals and subject matter
experts by leveraging their expertise and gathering feedback. For large or complex negotiations, it's common
to use different teams to evaluate different aspects of the supplier responses. With team scoring, you can
divide individuals into one or more teams and assign specific sections of requirements. Team members are
notified of supplier responses to be evaluated and can view their progress at any time. You can also choose
when to open and close for scoring, monitor the scoring progress of all team members, and communicate with
teams throughout the process. When you are ready to analyze supplier responses for award, the system
calculates the combined team scores, and you can drill down to see individual scores and comments. Team
scoring provides a more comprehensive evaluation of supplier responses leading to more effective award
decisions and increased transparency.
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Create Multiple Scoring Teams
Monitor Scoring Progress
STEPS TO ENABLE
When creating a negotiation, select a negotiation style that has the “Team scoring” option enabled.
The “Team scoring” option is enabled by default in the Standard Negotiation and Two Stage Negotiation styles
delivered with Sourcing. Team scoring will be available on new negotiations created using one of these styles.
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KEY RESOURCES
Review the Team Scoring Release Training for more details on how to use the feature.
SOURCING PROGRAMS
Procurement organizations are challenged to provide tangible results based on internal goals to help measure
sourcing performance. Currently, there is limited visibility into the overall value delivered by multiple sourcing
initiatives and a lack of insight into results. With sourcing programs, organizations have a way to set
measurable goals across sourcing initiatives and proactively determine whether those goals are being met.
You can define goals with tangible objectives that are tied to negotiations and enter other data that contributes
to the objective. Teams can participate in the program and collaborate with internal stakeholders using Oracle
Social Network. You can proactively measure and monitor program progress and results with embedded
analytics for key metrics. Being able to track and manage sourcing programs yields visibility into how the
sourcing organization is performing, improves buyer productivity, and helps identify cost-savings opportunities.
Set Goals and Define Objectives
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Monitor Results and Measure Performance
STEPS TO ENABLE
You must opt in to use this feature. There are no additional steps to enable this feature.
OPT IN PARAMETERS
Opt In Yes
Opt In Expiration (if applicable) Not applicable
Dependent Feature Opt In (if applicable) Not applicable
Offering Name Procurement > Sourcing
To enable social collaboration on programs:
2. Select Setup for the Procurement Offering
3. In the Procurement Offering, select the Applications Extensions functional area.
4. Search for the task named Manage Oracle Social Network Objects.
5. Click the task link.
6. Under Sourcing, enable ‘Program’ business object.
7. Once enabled, add following attributes under ‘Program: Attributes’ section – Title, Start Date, End Date,
Owner.
KEY RESOURCES
Review the Sourcing Programs Release Training for more details on how to use the feature.
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NEGOTIATION ABSTRACTS
Abstracts are negotiation summaries presented to the public on the buying organization's external web site.
Suppliers can easily discover negotiations and determine if they are interested in participating without having to
log in to the sourcing application. Abstracts are used mainly in public sector entities, such as state and local
governments, and you can enable or disable this feature according to your business needs. You can preview
the abstract content and control when the abstract is published to your external web site. To add custom
content to the abstract, you can define additional fields that are relevant to your business. When you publish
the negotiation, the external web site is updated with the negotiation details and instructions for the supplier to
log into to the Sourcing application. Publishing the abstract and negotiation information to an external web site
opens the visibility to any supplier who is interested in bidding, which ensures compliance to public sector
policy.
Negotiation Abstract Listing
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Negotiation Abstract
STEPS TO ENABLE
1. When creating a negotiation, select a negotiation style that has the “Abstracts” option enabled.
2. In the Setup and Maintenance work area, configure the abstract listing page and set the page display
preferences such as Date Format, Time Format, Number Format, Language, Time Zone and any
custom Header and Footer content. You can use the URL to include the abstract listing on your
company website.
3. To configure the display of the Abstract Listing page and to obtain the URL for including it on your
website, follow these steps:
a. In the Navigator, click the Setup and Maintenance work area link.
b. Select the Procurement offering.
c. Search for task Configure Procurement Business Function.
d. On Configure Procurement Business Function page, click Configure Abstract Listing button.
e. Navigate to Configure Negotiatio n Abstract Listing Setup page.

Abstract is enabled by default in the Two-Stage negotiation style.
You have the option to include a negotiation PDF document on the Abstract. It will be available to
download once the negotiation is published.
By default, the abstract can be posted automatically on negotiation publish. You can control when and
how to post the abstract when creating the negotiation.
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SUPPLIER RESPONSE TABULATION
Many public sector entities have a requirement for transparency with suppliers to ensure that there is no
inherent bias and to comply with public policies. When a negotiation is closed, you have the option to generate
a listing of all of the suppliers’ responses to the negotiation and publish the report to the external web site.
Suppliers can view each other’s responses and see where they stand among competitors. You can tailor
Oracle BI Publisher reports to your business requirements. You also have the option to withdraw the supplier
response tabulation, which removes the report from the external web site.
Response Tabulation
STEPS TO ENABLE
You must use a negotiation style that enables Abstract to use this feature.
KEY RESOURCES
Review the Negotiation Abstracts Release Training for more details on how to use the feature.
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AWARD NOTICE
To ensure transparency for public sector entities, it is important that you publish the final award decision to the
external web site. You can tailor the award notice to your business needs using Oracle Business Intelligence
Publisher. You also have the option to withdraw the award notice, which will remove the report from the
external web site.
Award Notice
STEPS TO ENABLE
You must use a negotiation style that enables Abstract to use this feature.
KEY RESOURCES
Review the Negotiation Abstracts Release Training for more details on how to use the feature.
NEGOTIATIONS WORK AREA LANDING PAGE

Visibility into sourcing activities and key metrics helps to drive sourcing effectiveness.
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Negotiations Work Area Landing Page
The Negotiations work area landing page provides a simple, meaningful aggregation of sourcing data that is
organized into personalized and actionable infolets:
My Negotiations. Gain insight into the state of your negotiations by status and easily drill down to more
detailed views.
Messages. Keep track of new Sourcing communication with a count of unread messages. Switch to an
expanded view to get more information and drill down to message details to take action.
Closing Next. Be aware of the active negotiations that are scheduled to close next, keep an eye on the
top five lowest supplier responses, and drill down to monitor the negotiation.
Recent Activity. Actively monitor what’s happening with recent sourcing activities and take
recommended actions.
Expiring Agreements. View a count of expiring agreements and switch to expanded view to see a list of
expiring agreements, drill down to agreement details, and initiate a new negotiation process, if needed.
Sourcing Programs. Provides a bar chart of negotiated savings for the top five sourcing programs. You
can drill down on each bar to go to the corresponding program.
My Performance. Gives you visibility into your contributions to award and savings so you can track your
performance. Displays total savings and awards from the negotiations where you are an owner or
collaboration team member.
Responses to Score. Shows you the number of responses that are pending scoring in your queue. You
can expand the infolet to see details of negotiations and click to the negotiation to take action.
Suppliers in Active Negotiation. Displays supplier activity across all active negotiations so you can
easily keep track of suppliers that have been invited, acknowledged, and responded to a negotiation.
Completed Awards. Keep track of your recent five negotiations where the award was completed. You
can drill down for additional details.
The modern, simple-to-use Negotiations work area landing page provides flexibility to determine which infolets
are most important to you and for you to tailor the display to meet your business requirements. With the
Negotiations landing page, you have a clear view into the sourcing information that is central to your business
needs.
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STEPS TO ENABLE
KEY RESOURCES
Review the Negotiations Work Area Landing Page Release Training for more details on how to use the
feature.
QUESTION LIBRARY SCORING

Category managers can use the question library that is shared with Oracle Supplier Qualification Management
Cloud, and they can use these predefined questions as negotiation requirements. Defining the scoring model
in the question library helps category managers standardize the evaluation criteria, which can be used in
negotiations as well as in supplier qualifications. After the questions from the library are added to a negotiation,
category managers can assign weighting to the questions. Alternatively, when category managers add entire
qualification areas to the negotiation, the weights and knockout criteria defined for individual questions are
automatically transferred to the negotiation.
STEPS TO ENABLE
1. In the Setup and Maintenance work area, enable the Supplier Qualification functional area in the
Procurement Offering so that you can add qualification areas.
2. Define questions/qualification areas with scoring in the question library before using them in Sourcing.
Scoring information is copied when a question is added from the library. This is supported in the following
scenarios.
When creating a negotiation online

When creating a negotiation using the negotiation web service
When creating a negotiation template
When the requirements are imported from the requirement spreadsheet
If you uptake the latest revision of the question and the latest revision has scoring, then the scoring model will
be copied.
NOTE: When you add questions as requirements and they have no scoring defined in the library, you can
define manual or automatic scoring for them in Sourcing. But, when the questions have scoring (manual or
automatic) defined in the library, you cannot change the scoring model when you add them in Sourcing.
KEY RESOURCES
Review the Release Training for the Automated Scoring feature from Supplier Qualification for more
details on how to use the feature.
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REMOVE MANAGERS FROM THE COLLABORATION TEAM
When creating a negotiation, the system automatically defaults the reporting manager as a collaboration team
member with full access. With the appropriate security permissions, you have the flexibility to modify the
collaboration team and remove the manager from the team. You can now configure the team in a way that fits
your business.
Remove Manager From Collaboration Team
STEPS TO ENABLE
PRICE VISIBILITY CONTROL

Certain types of negotiations demand visibility control of pricing information from supplier responses. In
scenarios where team members need to evaluate supplier responses without consideration for price, the
category manager can restrict their access to pricing information. This restriction ensures that pricing
information is only available for the appropriate team members. You can control the price visibility for team
members in any type of negotiation, including two-stage request for quotes (RFQs).
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The following screen capture illustrates this feature:
Controlling Price Visibility on the Manage Collaboration Team Dialog
STEPS TO ENABLE
SUPPLIER LOCK OUT

Whether because suppliers looking to gain competitive information without participating in the event or simply
to restrict supplier access during the award process, category managers can lock suppliers out of the
negotiation at any time during the negotiation life cycle. Locked out suppliers can’t see any information about
the negotiation until a category manager reinstates them. Previously, category managers could only lock out
suppliers while the negotiation was open.
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Lockout Suppliers
STEPS TO ENABLE
OUTSIDE PROCESSING
You can use the integration between Sourcing and Oracle Supply Chain Management Cloud to negotiate items
that require third-party outside processing. Outside processing is a common business process in which one or
more operations of a work order is outsourced to a supplier. Typically, manufacturers use outside processing
when they don’t have the capabilities or equipment to perform a specialized and costly service (such as
plating) in-house. Start the process from a planning requisition or initiate the negotiation in Sourcing directly.
Create agreements in Purchasing with the appropriate item configuration based on the negotiation business
award. Tailor the negotiation and award approvals rules to account for special conditions when the negotiation
includes outside processing items.
STEPS TO ENABLE
Refer to What’s New in Oracle Supply Chain Management Cloud Release 13, available on the Oracle Help
Center

Items must be enabled for outside processing to be used in the outside processing flow.
For negotiation outcomes, agreement styles with outside processing enabled must be set up in
Purchasing.
KEY RESOURCES
Review the Oracle Supply Chain Management Cloud’s Introduction to Outside Processing Release
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Oracle Supplier Qualification Management Cloud enables you to streamline the process of qualifying
suppliers according to predefined criteria that support your procurement processes. Use Supplier
Qualification Management to define the requirements that a supplier should meet, prequalify suppliers
according to a simpler set of requirements, and then perform required verifications to qualify suppliers. You
can assess and maintain the qualifications on an ongoing basis.
QUALIFICATION AND ASSESSMENT SCORING

Enabling automatic scoring on qualifications and assessments reduces the effort required to analyze supplier
qualification data, thereby decreasing the time required to qualify suppliers and maintain supplier qualifications.
Not all qualifications are suitable for automatic scoring, particularly those that have questions involving
qualitative free text responses that require your review. You decide on an area-by-area basis whether the
system should automatically score supplier responses.
The features and benefits of qualification and scoring include the following:
Automatic scoring is optional.

You can score both qualifications and assessments.
Automatic scoring is available for both optional and required root-level questions in the qualification area.
Weighted scoring provides an easy way to define scoring for a list of prioritized questions.You can
change weights to reflect any adjustments in requirements, including when adding or deleting questions
from the qualification area.
You can use the scoring result to indicate and compare how well the supplier meets the qualification
criteria.
Retain how the solution derived the score for tracking purposes. Changes made to scoring information do
not affect scores already assigned during evaluation.
You can choose to override the automatically-generated score with a manual result.
You can define knockout criteria in the scoring model such that it automatically assigns a specified score
(for example, zero) when the response indicates.
Migration services for questions, qualification areas, and qualifications models also allow transfer of
scoring information.
STEPS TO ENABLE
1. Configure questions for automatic or manual scoring and provide scoring details.
2. Enable scoring for the qualification area and provide weights for each scored question. Map each
qualification area outcome to a range of scores.
3. Enable scoring for the qualification model and provide weights for each scored qualification area. Map
each qualification model outcome to a range of scores.
Avoid text-based questions to achieve complete automation. Configure questions as multiple choice
single select, multiple choice multi-select or number questions that can be scored.
Scoring is not supported on branching questions
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KEY RESOURCES
Review the Automated Scoring Release Training for more details on how to use the feature.
AUTOMATIC EVALUATION
In order to support a fully automated flow, you can extend the automatic scoring feature to include assignment
of the evaluated outcome and automatic processing of the evaluation. This allows a supplier to have a fully
processed active qualification or assessment based on the scoring model without manual intervention. You can
then focus your time addressing exception cases and the most value-added segments of your supply base
instead of reviewing satisfactory suppliers that meet pre-established criteria.
This feature allows you to:
Automatically process qualifications and assessments using outcomes assigned based on the scoring
criteria.
Customize your assessment outcomes for each qualification model whether or not you use automatic
evaluation.
STEPS TO ENABLE
To enable automatic evaluation of qualification:
1. Enable scoring of qualification on qualification area.

2. Once scoring is enabled, enable qualification area for automatic evaluation.
3. Optionally specify a duration for which the automatically evaluated qualification must be active. If no
qualification duration is specified, then the automatically evaluated qualification will have no end date.
4. Optionally configure the qualification area to notify of specific outcome by selecting the ‘Notify’ checkbox
for that outcome.
To enable automatic evaluation of qualification:
1. Enable scoring of assessment on qualification model.

2. Once scoring is enabled then enable qualification model for automatic evaluation.
3. Optionally configure the qualification model to notify of specific outcome by selecting the ‘Notify’
checkbox for that outcome.
KEY RESOURCES
Review the Automatic Evaluation Release Training for more details on how to use the feature.
AUTOMATIC ACCEPTANCE OF RESPONSES

Manually reviewing responses to a supplier or internal questionnaire can be a time-consuming effort. You can
now configure responses for automatic acceptance and allow automatic scoring and evaluation to occur
without intervention, saving time and improving accuracy. You indicate whether the solution accepts responses
automatically on the initiative and it defaults from the underlying qualification areas. Your use of automatic
acceptance of responses is optional.
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STEPS TO ENABLE
Automatic acceptance of responses can be enabled for an initiative by checking the ‘Automatically accept
questionnaire responses’ checkbox during the ‘Questionnaires’ step of the ‘Create Initiative’ process.
Optionally, this checkbox can be automatically defaulted on the initiative by configuring the ‘Automatically
accept responses’ checkbox on each qualification area to be included on that initiative.
KEY RESOURCES
Review the Automatic Evaluation Release Training for more details on how to use the feature.
EVENT-BASED INITIATIVE AND QUALIFICATION CREATION

You now have the ability to launch an initiative and create qualifications automatically based on a triggering
event, such as the registration of a new supplier. There is a fully automated process from determining the
required qualifications in a given situation to gathering the information, scoring the results, and processing a
completed evaluation. The following trigger events are now supported:
Registration of a new supplier

Approval of a supplier’s registration
Promotion of a supplier from prospective to spend-authorized.
The system provides a configurable rule set for you to map which qualification areas should apply to suppliers
for each event. For example, you can use a basic set of qualifications for a new supplier registration, and then a
more comprehensive set upon promotion to spend authorized, which typically occurs when you first award the
supplier a contract. Use of event-based initiative and qualification creation is optional.
STEPS TO ENABLE
1. Create a Supplier Qualification Rule Set for one or more inviting Procurement Business Units.
2. Activate the Rule Set.
3. For Supplier Registration event, confirm that “Qualification Questionnaire” is enabled for Prospective and
/or Spend Authorized Supplier Registration Processes using the Setup and Maintenance work area task
“Configure Supplier Registration and Profile Change Request”.

Only one rule set per Procurement BU can be active at a time
Registrationquestionnaires and automatically-created qualification initiatives will always include the
latest revision of the qualification areas specified in the rule set.
KEY RESOURCES
Review the Event-Based Initiative and Qualification Creation Release Training for more details on how
to use the feature.
CANCELLATION OF FUTURE-DATED QUALIFICATIONS AND ASSESSMENTS

If you no longer need a future-dated qualification or assessment, you can now cancel them directly. This
cancellation provides you with a way to discard unneeded data without requiring you to modify effective dates
to obsolete a qualification that never took effect.
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STEPS TO ENABLE
SUPPLIER QUALIFICATION WORK AREA LANDING PAGE

Visibility into key supplier qualification metrics helps to increase your productivity and efficiency. The
redesigned Supplier Qualification work area landing page directs you to suppliers and recent activities that may
require attention, helping you prioritize your efforts and minimize searching.
Supplier Qualification Work Area Landing Page
The following infolets are available to provide insight into supplier qualifications and assessments:
Initiatives: Provides an overview of your ongoing initiatives.

Questionnaire Responses: Highlights questionnaire responses that need your attention. The expanded
view enables you to send reminders for overdue questionnaires and review responses received.
Ready for Evaluation: Provides visibility into qualifications and assessments that are pending your
evaluation. The infolet provides a drill-down to the Manage Qualifications and Manage Assessments
pages so that you can complete the evaluation process.
Expiring: Identifies the qualifications and assessments that are expiring soon, or have expired, based on
the expiration reminder period specified. The drill-down capability gives you the details you need to start
the requalification process.
Last Launched Initiative: Highlights the progress of your last launched initiative.
Updates Available: Shows you qualifications that may require updating due to the receipt of new
supplier responses since the last qualification, or because a new revision of a qualification area is
available for use. This infolet also identifies assessments that may require updating because new
qualifications have been processed since the last assessment evaluation, or because a new revision of a
qualification model is available for use.
Setup Requiring Attention: Provides visibility into outdated configurations of questions, qualification
areas, and qualification models. For example, the expanded view lists qualification areas that contain
inactive questions or older revisions of questions. It also lists qualification models that contain inactive
areas or older revisions of qualification areas.
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Expired Qualifications: Helps you identify expired qualifications with no activity over a period of time.
You can initiate the requalification process for these suppliers, if needed.
Expired Assessments: Helps you identify expired assessments with no activity over a period of time.
Qualified Suppliers: Lets you track progress as you qualify your supply base. This infolet identifies the
percentage of suppliers that have been through the qualification process for the top five qualification
areas. You can expand this infolet to show the results for the top ten qualification areas.
STEPS TO ENABLE
KEY RESOURCES
Review the Supplier Qualification Work Area Landing Page Release Training for more details on how to
use the feature.
ADDITIONAL NOTIFICATIONS
In order to improve your visibility to the changes happening to the qualifications and assessments due to
various business events, Release 13 introduces some new notifications in Supplier Qualification Management.
They are:
Assessment Start Date Updated. Send a notification to the assessment owner that the start date
changed on the assessment due to a change to the start date of a qualification that is part of the
assessment.
Assessment End Date Updated. Send a notification to the assessment owner that the end date
changed on the assessment due to a change to the end date of a qualification that is part of the
assessment.
Supplier Repository Update Incomplete. Send a notification to inform the category manager that the
supplier repository update was incomplete for a particular negotiation response received during sourcing.
STEPS TO ENABLE
APPENDIX A: FUNCTION SECURITY ROLES AND PRIVILEGES

This release may include new roles and privileges that facilitate function security for new features. If you have
created custom job roles, then you can add new privileges to those custom roles as needed.
For a list of new roles and privileges in this release, refer to the What's New section of the Oracle Procurement
Cloud: Security Reference guide, available on the Oracle Help Center.
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97
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TABLE OF CONTENTS

Date Update Version Notes

20 OCT 2017 Update 17D Delivered new features in update 17D.

10 OCT 2017 Update 17C Revised update 17C.

11 DEC 2017 Update 17B Revised update 17B.

Date Feature Notes

20 OCT 2017 Created initial document.

OPTIONAL UPTAKE OF NEW FEATURES (OPT IN)

To opt in using the Setup and Maintenance work area:

1. Click the Navigator, and then click Setup and Maintenance.

Action Required to Enable Feature

Enable via Not Enabled

SEND PURCHASING DOCUMENT ATTACHMENTS AS SEPARATE FILES

BYPASS PURCHASE ORDER APPROVAL OPTION

Process Flow for Bypassing Approvals

Option to Bypass Approval for Automatically Submitted Orders

TIPS AND CONSIDERATIONS

RESTART APPROVALS AFTER PREPARER AND REQUESTER UPDATE

The following screen captures illustrate this feature:

No steps are required to enable this feature.

TIPS AND CONSIDERATIONS

REASSIGN MULTIPLE REQUISITIONS

No steps are required to enable this feature.

ALLOW TAXPAYER ID SHARING ACROSS SUPPLIERS

Confirmation Required to Share Taxpayer ID

RECEIVE SUPPLIER ACKNOWLEDGMENT NOTIFICATIONS

MANAGE SOURCING ATTACHMENTS DOWNLOAD

No steps are required to enable this feature.

TIPS AND CONSIDERATIONS

COMMUNICATE NEGOTIATION AMENDMENTS TO SUPPLIERS

No steps are required to enable this feature.

CREATE SOURCING PROGRAM REPORTS

No steps are required to enable this feature.

SUPPLIER QUALIFICATION MANAGEMENT

NEW NOTIFICATIONS TO IMPROVE QUALIFICATION PROCESSES

No steps are required to enable this feature.

REMOVE REQUIREMENT FOR SUPPLIER CONTACT ON QUALIFICATION QUESTIONNAIRES

No steps are required to enable this feature.

Date Feature Notes

Exchange Attachments Using Collaboration Updated document. Added feature delivered

11 AUG 2017 Created initial document.

SECURITY & NEW FEATURES

OPTIONAL UPTAKE OF NEW FEATURES (OPT IN)

RELEASE FEATURE SUMMARY

Action Required to Enable Feature

Oracle Procurement Cloud

ORACLE PROCUREMENT CLOUD

Increase influence over spend and procurement practices

OVERRIDE FIRST APPROVER FOR PURCHASE ORDERS

No steps are required to enable this feature.

ACKNOWLEDGMENT CONTROLS DEFAULTING FOR PURCHASE ORDERS

Define Acknowledgment Controls at the Supplier Site level

Acknowledgement Controls Defaulted on New Purchase Order

No steps are required to enable this feature.

UPDATE PURCHASE ORDER AGREEMENTS USING FILE-BASED DATA IMPORT

Agreement Amount and Amount Limit

No steps are required to enable this feature.

TIPS AND CONSIDERATIONS

The following screen capture illustrates this feature.

Enhanced Account Generation Failure Message Example

No steps are required to enable this feature.

REMOVE BUDGETARY CONTROL-RELATED RESTRICTIONS WHEN A PURCHASE ORDER IS

No steps are required to enable this feature.