Oracle i-Procurement

January ,2010
January 29, 2010
Agenda

Introduction
Current Procurement Process
Traditional vs iProcurement
Oracle iProcurement Policies
Benefits
Overview Of Stores
Purchasing Category setup used for iProcurement
Item Setup
Requisition Process
Approval
Receiving
Catalog Management
January 29, 2010
Oracle iProcurement a part of the Oracle E-Business solutions that
enables Corporate Requesters to independently order items from
both local(internal) and external(remote) catalogs.
It helps an enterprise streamline the procurement process with end-
to-end business automation.

It provides powerful self-service requisitioning capability with an
intuitive, web shopping interface.

It is a key component in procure-to-pay business process flow and
helps the enterprise to process and manage requisitions and
receipts of the requested goods in a efficient and automated manner.

General Introduction to iProcurement
January 29, 2010
Current Procurement Process
Little Influence from Procurement Group
Office Supplies
Staffing
Vendor
Procurement
Group
Employees
Point Solution: temp labor requests
Custom Point Solution:


Computer
Store
Print /
Marketing
Supplier
No Solution: expensed new software purchase
Buyers are stuck processing POs, administering catalogs, and supporting requesters
Continuous struggle to enforce spend authorization and purchase requisition policies
Employees not utilizing contracts or preferred suppliers in buying decisions
Companies unable to mandate employees use a centralized procurement process for ALL business needs
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Contract Ordering Drives Touchless Buying
Enabled by requester accessing sourced catalogs
Approved requisitions are auto-generated into POs
Electronic PO sent to preferred contract supplier
Requester confirms automated receipt notification
Traditional
Buyer Requester
Receiving Supplier
iProcurement
Requester
Process assures:
Lowest price paid
Lowest process cost
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Oracle iProcurement
Local, Supplier,
Content Hub
Smart Form
Enforce procurement policies, cost control
Informational Catalog
Choose a
Store
Place an
Order
Review Search
Results
Attractive user interface
Cross-search compare
Transparent Punchout
Favorites Lists
Inline Shopping Cart

Account generator
P-cards
Add attachments
Reference projects, work
orders, grants, etc.

PO status
Shipment Tracking
Desktop Receiving
Invoice & payment
status
Withdraw
Cancel
Change Price,
Quantity, Need-by-
date
Pre-, Post-
Position Hierarchy
Employee Hierarchy
Shared Engine
Email or online

Request Changes Seek Approval Manage P2P Lifecycle
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Benefits
Eliminate Paper Work & Manual Work
Reduce Processing Time, Cost, Error, Resource
Improve Tracking Requisition Process
Streamline Catalog creation and management
Enterprise Visibility
Catalog Perpetually up-to-date and based on real-time data
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Catalog Management
Load Catalogs into Oracle iProcurement using catalog bulk loader
in formats like XML,standard text, catalog interchange format
(CIF) or c XML.
Load items and services from Oracle Purchasing into iProcurement
Perform punchout to an Oracle Exchange market place or supplier's
web store to access their catalogs
Organization and supplier can also setup transparent punchout
To return matching items from an external site directly to the
Requester's search results.
Catalog Authoring capability of buyers,suppliers and Catalog administrator using
Online authoring and file Upload from Buyer Work center.
Catalog Types and sources of Catalog
Catalogs and Stores
Means for the requesters to shop among variety of catalog types and
sources
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Stores
Means for the requesters to shop among variety of catalog types and
sources
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Purchasing Category against Item
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Purchasing Category against Item
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Purchasing Category against Item
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Stores
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Non-Catalog Request
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Non-Catalog Request
Click on Add
to Cart
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Non-Catalog Request
Click on View
Cart and Checkout
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Non-Catalog Request
Checkout
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Non-Catalog Request
Click on
Next
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Non-Catalog Request
Click on
Manage Approvals
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Non-Catalog Request
Submit
Select approver
From LOV
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Non-Catalog Request
Submit
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Non-Catalog Request
Continue
Shopping
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Non-Catalog Request Requisition Approval
Click on Subject
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Non-Catalog Request
Click on
Approve
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Receiving
Click on
Receive Items
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Receiving
Click on
Select
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Receiving
January 29, 2010
Catalog Management
Following Catalog Data from Oracle Purchasing can be extracted into iProcurement:

Purchasing Categories
Blanket Purchase Agreements
Global Blanket Agreements
Catalog Quotations
Requisition Templates
Approved Supplier List
Items from Item Master including internally orderable items.
In the releases prior to R12, items could be uploaded with no document.
A Global Blanket Agreement is the base document to load the items using Purchasing
Buyer Work Center.
Once the buyer gives access to Catalog Administrator and Supplier, both can
execute bulkload for the agreement.
Use Content Security Management features to restrict the items in iProcurement.




January 29, 2010
Catalog
Blanket Purchase Agreement
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Requisition using Catalog
Click on
Advanced Search
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Requisition using Catalog
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Requisition using Catalog
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Requisition using Catalog
Click on View
Cart and Checkout
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Requisition using Catalog
Click on
Checkout
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Requisition using Catalog
Click on
Save
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Requisition using Catalog
Click on
Continue With
Checkout
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Requisition using Catalog
Click on
Next
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Requisition using Catalog
Click on
Next
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Requisition using Catalog
Click on
Submit
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Requisition using Catalog
Click on
Next
January 29, 2010
Requisition using Catalog
Continue
Shopping
January 29, 2010
Customize Workflows
Following work flows are used by iProcurement:

PO Requisition Approval-

This work flow is initiated when requisition is submitted for approval and it
manages all requisition approval. Approvers, upon receipt of the approval
notification (via web or e-mail), may approve, reject, forward, or reassign
the requisition. If approved, the notification passes to the next approver
until all approvers have acted on the requisition. Finally, when all approvers
have approved the requisition,the workflow process submits the requisition
to the buyer or purchasing department.

PO Create Documents -

This workflow manages automatic creation of purchasing documents. This
gets initiated when you submit a requisition
associated with existing blanket agreements, contract Purchase
agreement or catalog quotation in Oracle Purchasing.

January 29, 2010
Customize Workflows

Following work flows are used by iProcurement:

Account Generator During checkout Oracle Purchasing Account
generator builds a charge,budget, accrual and variance account in each
Purchase order, Release, Requisition's distribution based on distribution's
destination type.

PO Send Notifications for Purchasing Documents - The PO Send
Notifications for Purchasing Documents workflow looks for documents
that are incomplete, rejected, or in need of re-approval and sends
notifications of the documents status to the appropriate people.

Confirm Receipts -The Confirm Receipts workflow sends notifications
that are visible online or through email to requesters who create
requisitions through Oracle iProcurement.

PO Change Request Tolerance Check

Requester Change Order Approval

Thank You