R12 Procurement

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R12 Procurement
Agenda
What is new in R12 Purchasing and iProcurement
Intro to Sourcing, Procurement Contracts, iSupplier
Portal
Q&A
iProcurement R12 enhancements
Enhanced catalog authoring
Difference summary for catalog changes
Unified catalog
Approval, revision control and archive for catalog data
Content security content zones
Advanced approval support - OAM
Position hierarchy based approvals
Parallel approvals
Support for FYI notifications
Graphical display of approval chain
Enhanced requester driven change order management
Requester directed sourcing
Multiple search result layouts updated paragraph or grid display
Procurement R12 enhancements
Professional Buyers Work Center
Procurement for Complex Services
Multi Org Access Control (MOAC)
E Business Tax
Document Publishing Enhancements
Communicate document attachments to suppliers
OSN rapid supplier enablement
Maintain sourcing rules / ASL form agreement items
Support for contractor purchasing users
Compliance to packaging conditions
Auto approval tolerances for change orders
Model complex pricing for blanket line items
Advanced approval support for requisitions
New user interface for purchasing setups

Enhanced Catalog Agreement Management
Description
Catalog Authoring Capability for Buyers, Suppliers and
Catalog Administrators
Online Authoring and File Upload from Buyer Work Center, iSupplier and
iProcurement Catalog Administration Responsibilities
Industry standard formats for upload mode including OAG XML, cXML, CIF
and text files, with improved error review process
Difference Summary for Catalog Changes
Display changes between the revised vision and the last approved version.
Visual indication for added, changed and delete lines
Approval, Revision Control and Archive
Buyer can review difference summary during approval
Buyers acceptance with line level disposition for all changes or only for
those that exceed price tolerance.
Purchasing Approval Hierarchy, Revision Control and Archival capabilities
are added to catalog content
Real-time catalog update
Extractor will be obsoleted.
Overview
Catalog
Approve
iSP

Supplier
Sourcing

Sourcing
Professional
Award
PBWC

Buyer
Bulkload /
Online
author
iP Admin

Catalog
Admin
PO

Buyer
iP

Requester
External
Supplier Sites
Definitions:
Buyer - Purchasing user
Supplier - Supplies goods or services to the buying organization
Catalog Administrator - Performs catalog related activities within the buying organization
Improve Catalog Management
Reduce the buying organization overhead in catalog
management
Buyers can delegate catalog management to suppliers and
catalog administrators
Online catalog authoring for quicker catalog update
Difference Summary to highlight the changes
Version control of catalog data
Streamline catalog creation and management
Catalog perpetually up-to-date and based on real-
time data

Benefits
Content Security Enhancements
Description
Control What Catalog Content To Show
Catalog Administrators can partition local catalog content into
Local Content Zones based on items Supplier, Supplier Site, Item
Category and Browsing Category information.
Support for inclusion and exclusion rules.
Ability to include Inventory items.

Once defined, Content Zones may be made accessible to users of
specific Responsibilities or Operating Units.
Content Zones may be assigned to multiple Stores.
Stores may contain multiple Content Zones.

Partition Content
Release 12 Content Zones Replace 11.5.10 Catalogs.
All Content Zones Support Operating Unit or Responsibility
Security.
Catai
Cata
Catalog
Smart Forms
Content Zone
Realms
11.5.10 Release 12
iProcurement Content Security
Whats New?
C
a
t
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g
o
r
y

Supplier
....
Supplier Y
Supplier X
C
a
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y

A

C
a
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g
o
r
y

B

C
a
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g
o
r
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C

The rules:
Include items from
supplier X
Include items from
category C
Correspond to the red
block
of available content.

Example: Local Content Inclusion Rule

Whats New?
C
a
t
e
g
o
r
y

Supplier
....
Supplier Y
Supplier X
C
a
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g
o
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y

A

C
a
t
e
g
o
r
y

B

C
a
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g
o
r
y

C

The rules:
Exclude Supplier X
Include Category A
Include Category C
Results in red blocks of
available content.

Exclusion is useful when
we need to exclude a single
Supplier (e.g., X) from many
others (e.g., A-Z).

Example: Local Content Exclusion and Inclusion Rules

Whats New?
Include specific suppliers
Include specific categories
Make content accessible to
specific user groups
Lets Look at how category rules are defined:

Whats New?
Create Category Specific
Stores (e.g., Legal Forms
and Services) by creating
one or more category
specific Content Zones
Include content for some
users (e.g., Buyers) that
should not be available to
the general public (e.g.,
Novice Requesters).
Example: Include Specific Categories (local content):

Whats New?
Include specific
suppliers
Make content accessible to
specific user groups
Lets Look at how supplier rules are defined:

Whats New?
Include items on GBPA,
BPA, Quotation, Requisition
Templates from specific
suppliers.
Segregate Inventory and
Externally Sourced content
into separate Stores by
creating multiple Content
Zones with different
inclusion settings.
Example: Include Specific Suppliers (local content):

Whats New?
Include specific suppliers
Make content accessible
to specific user groups
Once content rules have been completed, the Content Zone
may be assigned to all, or some, users:

Whats New?
Assign Content Zone to specific
Responsibilities, Operating Units,
or all Users.
Increase Security
Inclusion and Exclusion rules provide more control over
content.
Responsibility and Operating Unit assignments enable
specific user sets to access specific catalog content.

Improve Usability
Single feature-set replaces and enhances functionalities
previously provided by Realms, System Profiles, Catalogs,
and Extractor.

Benefits
Requester Driven Change Order Mgmt
Change Order Approval and Routing Based on
Tolerances
Requesters and Suppliers changes are routed to the
requesters approval hierarchy
PO changes are routed to to buyer for approval
Bypass approval for changes within tolerances

Requester Driven Change Order Mgmt
Benefits
Enhanced Requester Driven Change Order
Management
Streamlines the Change Order Process
Tolerances to indicate when a requester initiated change should
be routed to the requester hierarchy for approval
Tolerances and options to determine the need for buyers
approval
Auto-approval for minor changes
Flexible Tolerances
Simple user interface for managing tolerances instead of using
workflow attributes
Minimum/Maximum increment by amount or percentage
Multiple attributes: document amount, unit price, line amount,
need by date, promise date
Usability Enhancements
Search & Browse within Stores
Paragraph and Grid Layouts
Grid Format allows requesters to differentiate between
similar items effectively.
Item Details and Comparison Page Layout Enhanced
Create and maintain multiple Favorites Lists.
List of Values (LOVs) capability are enhanced.
Provides users with tools to find the values they are looking
for easily and effectively
Enhancements include:
Sorting Capability
Expanded Search Criteria

Paragraph Search Skin
2 column layout ensures
sufficient spacing with
item image
Price, UOM and action buttons
appear on last rows of each
item description
Images may be hidden.
When they are hidden,
three columns of
descriptors appear
Paragraph Search Skin
3 columns format
allows more
information to be
displayed
Search Skins Grid Format
The grid format allows users to differentiate between
similar items more effectively.
Advanced Approvals Enhancements
Parallel Approvals
Notifications are sent out to multiple people
simultaneously to speed up the approval process
Support for Viewers
FYI notification, approval is not needed
Position Hierarchy Support
Graphical Approval Path UI Display

Example Approval List
A requisition for furniture totaling $4,500 is created. The req will need to be
approved by the position hierarchy chain and the Facilities Management
Group.

Parallel Approval
Takes you to add
approver/viewer,
delete approvers
Example Add Viewers
Option to add Viewers to the
Approval List
Example Add Viewers
Viewer
Benefits
Increase Flexibility
Users can specify their search results layout preference: Paragraph or
Grid
Users can maintain and manage multiple favorites lists
Users have more options when searching using List of Values (LOVs)

Improve Ease of Use
Updated user interface provides requesters with more intuitive and user-
friendly layout
Allows users to identify desired information quickly

Benefits
Speed up Approvals Process While Still Maintaining
Oversight
Requisition can be routed to multiple approvers simultaneously
Increase Flexibility for Setting up Approval Routes
Voting Regime allows enterprises the flexibility in defining approval rules
Reduce Setup Efforts
Approval rules can be defined once and be leveraged across multiple
products, requiring less maintenance work
Provide Intuitive Graphical View of Approval List
Graphical View for Approval List provides users with quick view of the
approval list and status
Oracle Purchasing Delta Summary
Enhanced Catalog Access
Document Styles
Multi-Org Access Control
Document Publishing Enhancements
Communicate Document Attachments to Suppliers
Maintain Sourcing Rules/ASLs for Agreement Items
Complex Services Procurement
Support for Contract Purchasing Users
Supplier Packaging Constraints
E-Business Tax
Model Complex Pricing for Blanket Line Items
Mass Re-pricing of Purchasing Documents
Auto-Approval Tolerances for Change Orders
Feature Description
Requisitions
View and Process Requisitions into Orders or Sourcing Events
Orders
Create and Manage Purchase Orders
Agreements
Create and Manage Blanket and Contract Purchase Agreements
Deliverables
Manage Procurement Contract Deliverables
Negotiations
Access Oracle Sourcing
Suppliers
Create and Manage Supply Base

Customization and Extensibility Options
Customers can create custom views using personalization
feature in all inquiry pages.
Increases Productivity

Central Place for Buyers to Perform Day-to-Day Tasks
Optimized for Shared Service Centers
Streamlined Interface Increases Efficiency
Pre-Seeded or Custom Views for quicker access to information
and prioritize tasks

Designed for Procurement Professionals, the PBWC
Combines Ease-of-Use with Power Capabilities to Track,
Manage and Control all Strategic and Tactical Activities.

Benefits
Enhanced Catalog Access
Feature Description

iProcurement like Search Capabilities for Purchasing Users
Add Catalog Items to Purchase Orders and Agreements
Replace non-catalog requests with lines from the catalog

Document Styles
Feature Description
Enable/Disable
Features
Assign Display Names
to Document Types
Document Styles
Implementation Considerations
Document Styles is a new concept in Release 12. It is a configuration tool that reduces the
complexity of the application by allowing procurement managers to control the available
functionality and the display of PO documents.
A document style is mandatory on a PO document. The style setting controls the document
display on the HTML UI for document creation, update, and viewing of individual document, as
well as the allowable values during the document creation and update.
A style can only be applied at the start of document creation. It cannot be replaced with
another style or removed from a document.
Standard Style: This will be the only seeded style and will be used for upgrade of the documents created
prior to R12.
Non-standard style:
Any new styles created in R12 are considered non-standard.
Purchasing documents with these styles can only be created and
processed through the Work Center.
Feature Description
OLD PROCESS
Application
Responsibility A
Operating unit X
Application
Responsibility B
Operating unit Y
Application
Responsibility C
Operating unit Z
NEW PROCESS
Application
Responsibility A
Operating unit Y Operating unit Z Operating unit X
Implementation Considerations
New Profile Options
Entire Purchasing functionality requires the Multi Org Access
Control (MOAC) setups to be configured correctly. The following
new profile options need to be set for MOAC
MO: Security Profile - the group of operating units that
can be accessed in HTML Orders
MO: Default Operating Unit - the default OU that should
be used when creating new POs.
If customer is not leveraging MOAC, they can continue to use R11i
profile option MO: Operating Unit.
Select Human resources responsibility to create the security profile
(Security -> Global Security Profile (Function PERWSSCP-GLOBAL)
Document Printing Enhancements
Feature Description
XML Publisher XML Publisher
XSL-FO
Purchasing
XML
Purchasing
Layout
PO Output
11.5.10
XML Publisher XML Publisher
XSL-FO
Purchasing
XML
Purchasing
Layout
PO Output
in Multiple Formats
Release 12
New in
Release 12.0
New in
Release 12.0
Communicate Document Attachments
to Suppliers
Attachment Type
11i10 and
Before
r12

Notes to Supplier

Long/Short Text

Files (e.g. MS Word, Drawings)

URLs

Maintain Sourcing Rules/ASLs for
Agreement Items

New Concurrent Program Introduced

Designate agreement usage in Specific
Regions or Plants
Extend rule effectivity after renewing
Blanket Agreements
Maintain rules for all Operating Units
enabled to buy off an Agreement

Support for Contractor Purchasing
Users
Feature Description
Allow Contingent Workers to Participate in Purchasing
Activities
Raise and Approve Requisitions
Create, Maintain, and Approve Purchase Orders
Receive Goods and Services

New Profile Option
HR: Expand Role of Contingent Worker

Profile Value Description
Yes
Allow Contingent Workers to Create and Approve
Purchasing Documents
No
Do Not Allow Contingent Workers to Create and
Approve Purchasing Documents
Compliance to Packaging Constraints
REQIMPORT
Min-Max
PURCHASE ORDER
New Process
Inventory
SUPPLIERS
Purchasing
1. Min-max creates
Replenishment Request
for 116 Eaches
3. PO placed for 10
cases of 12
4. PO complies to
Supplier packaging
constraints
2. Apply Constraints
Order Modifier
UOM Conversion
Rounding
New Quantity = 10
New UOM=Cases of 12
E-Business Tax Integration
Feature Description
Prior to E-Business Tax
Basic tax setup tax codes
and tax groups
With E-Business Tax
Comprehensive solution
addressing complex tax
requirements

Single point tax solution across
E-Business Suite
Single interface: tax setup
and 3
rd
party integration
Uniform services
Single repository

Fragmented tax solution
across E-Business Suite
modules
Multiple tax engines
Duplicate tax setup
Fragmented data storage
Duplicate 3
rd
party
integration
Note: Please refer to the e Business Tax TOI for more information on this feature
Requisitions
Blanket
Agreement
Pricing
Transactions
Orders
Pricing Engine
Oracle
Advanced Pricing
Line Price
Price Break
Custom API
Price List
Formula
Modifiers
Leverage Oracle Advanced Pricing
to model Complex Pricing Scenarios
Model Complex Pricing for Blanket
Line Items

Benefits
Bring Agreements with Complex Pricing Requirements Online
Accurate Pricing of Transactions without the need for Manual Overrides
Decrease Supplier over billing
Save Cost by ensuring all available discounts are applied
Blanket Purchase
Agreement
Mass Re-pricing of Purchasing
Documents
Feature Description
Advanced Pricing
Price Lists, Modifiers
Custom Pricing API
Orders
New in
Release 12.0
Revise Pricing
Data
Auto-Approval Tolerances for Change
Orders
New tolerance
attributes introduced
Set tolerances by
document type
Eliminates need
for Workflow
Customizations
Advanced Approvals Support for
Requisitions
Description
Parallel Approvals
Notifications are sent out to multiple people simultaneously
to speed up the approval process
Requisitions
Parallel Approvals
In 11.5.10, approvers for a given requisition are
notified sequentially
To satisfy regulatory requirements (e.g. Sarbanes-
Oxley Act), organizations may need to involve more
approvers
With parallel approvals, several approvers can be
simultaneously notified for a given requisition, thus
speeding up the requisition approval process
Parallel approvals can be setup within an approval
group or for individuals

Requisitions
Voting Method
A Voting Method is a way of sequencing the
approvers within an approval group/chain of authority
Types of voting methods
Consensus
All approvers must respond. Approvers will receive
notifications in parallel
First Responder Wins
Approvers will receive notifications in parallel, but only the
action of the first approver to respond will be recorded
Requisitions
In addition to the Employee/Supervisor Hierarchy
support, the integration with Oracle Approval
Management (AME) also supports Position Hierarchy
Approval routing structures using positions and
position hierarchies remain stable, even if individual
employees leave their organization, or transfer within
it
Advanced Approvals Support
Example
Business Rules:
If requisition < $5,000, then requires approvals up to first
two positions up based on position hierarchy
If the items category is [IT.EQUIPMENT] then require
approval from IT Approval Group
IT Approval Group is in parallel to position hierarchy
approval chain
A requisition for computers totaling $4,500 is created. The req will need to
be approved by the position hierarchy chain and the IT Approval Group.

Since req total is between 0 and 5000, the first 2
positions up (based on the Position Hierarchy
Rule) is generated
Approval Group returned in
Approval List since Item Category
is [IT.EQUIPMENT]
A requisition for computers totaling $4,500 is created. The req will need to
be approved by the position hierarchy chain and the IT Approval Group.

Parallel Approval
Takes you to add
approver/viewer,
delete approvers
Example Add Viewers
Option to add Viewers to the
Approval List
Example Add Viewers
Viewer Icon
Example View Req Status
The Approval Graphical View shows the following:
Tom Gallant has approved the requisition
The requisition is currently pending approvals from the IT Approval
Group and Maria Menudo

Sourcing At-a-Glance
Buying
Professional
Supply Base LOB Stakeholder
Strategic sourcing is emerging as the leading
strategy to control costs, capture innovation,
and maximize performance.
Identify Suppliers
& Opportunities
Conduct On-
Line Negotiations
Analyze &
Award
Approve &
Issue
Define Strategies
& Negotiations
Source More
of Your Spend
Source for
Lowest Total Cost
Create Immediate &
Long-Term Savings
Oracle Sourcing & Sourcing
Optimization
Purchasing Contract Mgmt Finance
Operations
Identify Suppliers
& Opportunities
Conduct On-
Line Negotiations
Analyze &
Award
Approve &
Issue
Define Strategies
& Negotiations
Increase the Effectiveness & Efficiency of Strategic Sourcing
Efficient Online Negotiations
Slash Cycle Time by Eliminating Manual Processes
View new incoming
supplier messages
and incomplete
tasks
Drill into individual
sourcing events
View responses and monitor
bidding activity in real-time
Use Bid Data to Reduce
Manual Effort
- Knock-out criteria
enforcement
- Automatic bid scoring
- Side-by-side comparison
Analyze Online for
Faster, Better Awards
- Enable selection of
suppliers, lots, or specific
lines through flexible
awards
- Enforce policy compliance
(e.g., multi-source rqmts,
MBWE suppliers)
Use Award Summary &
Recommendation
- View award details
- Award approval by
workflow
Facilitated Online Bid Comparison
Make Faster Award Decisions
Requirement
s
Weigh
t
Value
(Score)
Quote
990
Respon
se
Score
Are you ISO
certified?
25%
Yes (100)
No (0)
No 0
Number of
years in
business
35%
> 14 (100)
10-14 (75)
5-10 (50)
< 5 (0)
15 35
Number of
shipping
locations
40%
> 19 (100)
11-19 (50)
1-10 (25)
35 40
Total Score Calculated by Oracle Sourcing 75
Automatically eliminate suppliers that score below minimum
requirements
Automatically exclude non-compliant suppliers from shortlists
Automatic Scoring of Requirements
Quickly Identify the Best Qualified Suppliers
Support Compliance and Oversight Requirements
Centralized Terms Library
Ensure Consistent Contract Standards
Central
Terms
Library
Capture standard contract clauses, variables,
templates and deliverables
Clearly define enforceable and automated
standard policy and procedure
Specify document format with flexibility
to accommodate regional variations
Provide comprehensive revision control via
notification-based workflow with approval rules

No

Industry
Segment?

Yes

Add Clauses
High Value
Insurance
Over $50k?

Commercial

Government

Responses Drive
Clause Selection
.
.
.
Template
Contract
Contract
Draft
Expert-Based Authoring
Produce Compliant Contracts
Configurable rules
drive terms selection
for complex contracts
Clauses default
based on product,
supplier, contract
value, etc.
Author high quality
contracts with
minimal legal
supervision
Legal Supplier
Automated MS Word Synchronization
Quickly and Accurately Integrate Offline Redline Edits into Contracts
Contract
Administrator
Synchronize
Legal
Review
Supplier
Acceptance
Download
Streamline internal
collaboration and supplier
negotiation
by allowing key
stakeholders to be involved
in the contract review
process
Improve contracting
efficiency while
reducing effort
Minimize errors and risk
from manual updates
Automatically
substitute
negotiated terms
in printed
document
Easily tailor to
each business
units standard
format logos,
headers,
layout, etc.
Generate
standard .pdf
business
document
Automatic Document Generation
Eliminate Manual Re-Keying
Variable Substitution
Clause Usage Analysis
Search Contracts To Analyze Clause Usage & Modification
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Improved legal discovery on contracts across multiple organizations
Better insight into effectiveness of current standard language usage
Enhanced visibility into contract standards requiring revision
Quickly determine
number of incidents
Identify and view
contracts with non-
standard clauses
Based on
contract
Ts & Cs
One-time and
recurring
Internal or
external
Notify
individuals or
groups
Notify trading
partners
Track progress
Indicate failure
or completion
Attach supporting
documents
View status
change history
Define escalation
criteria
Escalate to
supervisor
Generate monthly milestone progress reports
Provide a prototype within 3 months of contract signing
Perform site visit and inspection
Provide proof of compliance to industry standards
Example
Deliverables
Define
Deliverable
Send
Notification
Manage
Deliverable
Escalate When
Necessary
Contract Deliverable Tracking
Monitor Supplier Performance
Alert Any Compliance Risk and Highlight Non-Compliance
Review Compliance Status Before Authorizing Payments
Track Approval History
Deliverable status
at a glance
Clearly defined
ownership
Track internal commitments
& contractual obligations
Manage Contract Deliverables
Track Contractual Responsibilities and Key Administrative Tasks
Prospective Supplier Registration
Reduce Overhead with Self-Service Registration
Supplier Requests
Use corporate website
to allow interested
prospective suppliers
to register
Configure qualification
details captured
during registration
Define req. elements
of supplier profile
Include customized
questionnaires* as
part of registration
Supplier Registration Review & Approval
Use request details to
customize approval flow
Enable approvers to
update details
Notify suppliers via
email once registration
request has been
approved / rejected
* Requires iSurvey
Supplier Management User-Interface
Streamlined Supplier Profile Management
Create supplier
To Do List for requests
Search or drill down to supplier details

R12 Procurement

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