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5 May 2015
TABLE OF CONTENTS
TABLE OF CONTENTS ..............................................................................................................................................2
OVERVIEW .............................................................................................................................................................4
GIVE US FEEDBACK ........................................................................................................................................................ 4
RELEASE FEATURE SUMMARY ................................................................................................................................4
SELF SERVICE PROCUREMENT ................................................................................................................................6
BUDGETARY CONTROL AND ENCUMBRANCE ACCOUNTING ENABLEMENT ................................................................................. 6
MANAGE REQUISITION LINES ........................................................................................................................................... 9
MASS UPDATE OF PREPARER AND REQUESTER .................................................................................................................. 13
REQUISITION IMPORT ENHANCEMENTS ............................................................................................................................ 14
SEARCH AND VIEW ITEMS FROM PUNCHOUT CATALOGS IN SHOPPING ................................................................................... 16
NEW SUPPLIERS REGISTRATION REQUEST.......................................................................................................................... 17
PURCHASING ....................................................................................................................................................... 18
PROCUREMENT DOCUMENT NUMBERING ........................................................................................................................ 18
ADVANCED FINANCIAL ORCHESTRATION FLOW-DRIVEN PROCUREMENT................................................................................. 19
PURCHASE ORDER SERVICE OPERATIONS AND BUSINESS EVENTS .......................................................................................... 24
SHIPPING METHOD ON PURCHASE DOCUMENTS................................................................................................................ 25
RULES DRIVEN BUYER ASSIGNMENT FOR REQUISITION LINES ............................................................................................... 27
ENHANCED CAPABILITIES FOR BUYERS PROCESSING REQUISITION LINES ................................................................................. 28
BUDGETARY CONTROL AND ENCUMBRANCE ACCOUNTING ENABLEMENT ............................................................................... 30
PROCUREMENT OF CONSIGNED INVENTORY FROM SUPPLIER ................................................................................................ 30
SOURCING ........................................................................................................................................................... 32
NEGOTIATION APPROVAL .............................................................................................................................................. 32
AWARD APPROVAL ...................................................................................................................................................... 34
NEGOTIATION NUMBERING ........................................................................................................................................... 37
SURROGATE BIDDING ................................................................................................................................................... 38
TWO STAGE RFQ ........................................................................................................................................................ 39
ONLINE MESSAGES ...................................................................................................................................................... 40
PROSPECTIVE SUPPLIERS IN NEGOTIATIONS....................................................................................................................... 42
SHIPPING METHOD IN NEGOTIATIONS ............................................................................................................................. 43
NOTIFICATION SUBSCRIPTION ........................................................................................................................................ 44
SUPPLIER MODEL ................................................................................................................................................. 45
PROSPECTIVE SUPPLIER LIFE CYCLE ................................................................................................................................. 45
CAPTURE MULTIPLE CLASSIFICATIONS AND ATTACHMENTS .................................................................................................. 50
MANAGE CERTIFYING AGENCIES ..................................................................................................................................... 52
EXPIRING BUSINESS CLASSIFICATION NOTIFICATIONS .......................................................................................................... 53
MANAGE THIRD-PARTY PAYMENT RELATIONSHIPS ............................................................................................................. 57
UPDATE SUPPLIER MASTER FROM QUESTIONNAIRE RESPONSE ............................................................................................. 58
ENHANCED SUPPLIER DUPLICATE PREVENTION .................................................................................................................. 58
OVERVIEW
This guide outlines the information you need to know about new or improved functionality in Oracle
Procurement Cloud Release 9. 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@oracle.com.
RELEASE FEATURE SUMMARY
Some of the new Release 9 features are automatically visible to users after the upgrade and some
require action from the user, the company administrator, or Oracle.
The table below offers a quick view of the actions required to enable each of the Release 9 features.
** = Some features available without administrator action.
Action Required to Enable Feature
Feature
Automatically
Available
End User
Action
Required
Administrator
Action
Required
Oracle Service
Request
Required
PURCHASING
**
**
Feature
Automatically
Available
End User
Action
Required
Administrator
Action
Required
Oracle Service
Request
Required
SOURCING
Negotiation Approval
Award Approval
Negotiation Numbering
Surrogate Bidding
Two Stage RFQ
Online Messages
Prospective Suppliers in Negotiations
Shipping Method in Negotiations
Notification Subscription
SUPPLIER MODEL
Feature
Automatically
Available
Requalify Suppliers
End User
Action
Required
Administrator
Action
Required
Oracle Service
Request
Required
In addition to real time budgetary control, you have the option to automatically create encumbrance
journal entries for your procurement transactions if required to meet legal requirements.
Note: Budgetary control is not tied to encumbrance accounting, so you may implement budgetary
control without implementing encumbrance accounting.
ENHANCEMENTS TO PREVENT OVERSPENDING
Funds reservation is attempted upon requisition and purchase order approval and the document is only
approved if funds reservation succeeds for all the document distributions.
Funds reservation status is displayed at the header, line, and distribution level, and from it users can
drilldown to view detailed results.
Users have the option to update the default values to consume funds from another control budget,
account, or budget period if necessary. Additionally, finally closed purchase orders can be reopened to
allow processing of new receiving or payables transactions, with the funds being consumed from a new
period.
Additional features:
Users can now check funds automatically upon submission for approval, and prevent submission when
funds check fails.
Users can optionally proceed with submission when funds check has warnings.
A document cannot be submitted for approval if funds check fails, so that users can correct the
transaction or contact the budget manager before resubmitting the transaction for approval.
ENCUMBRANCE ACCOUNTING
Oracle Fusion Procurement customers can enable encumbrance accounting if required to meet legal
requirements. Encumbrance journal entries are created and automatically liquidated throughout the
P2P flow. Customers can define new encumbrance types, and customize the encumbrance journal
entries to meet specific requirements. For example, customers can include transaction-specific
information on the journal entry descriptions, or change the level at which encumbrance journal entry
lines are summarized.
BENEFITS
Optimize use of available funds by allowing consumption of funds and reopening of finally
closed POs in a different budget period.
Streamline transaction processing by preventing documents with insufficient funds from being
submitted for approval, and by enabling routing of requisitions with funds check warnings to a
specific approver.
Accelerate resolution of funds failures by providing funds check and reservation detailed results
and multilevel funds statuses.
Prevent overspending by reserving funds at approval time, and by rejecting transactions with
insufficient funds or in closed budget periods.
Comply with legal or management reporting requirements for open commitments and
obligations by automatically booking and liquidating encumbrance accounting entries
throughout the P2P flow.
STEPS TO ENABLE
Use the Budgetary Control and Encumbrance Accounting functional area in the Setup and Maintenance
work area to set up the features described here.
Return to Release Feature Summary
MANAGE REQUISITION LINES
A new streamlined requisition lifecycle allows users to return or withdraw one or more requisition lines
while the remaining lines continue to downstream processes. Buyers can split or return individual lines
when processing requisition lines. Requisition line splits or replacements by buyers can be sent back for
approval. Alerts are available to the preparer to draw their attention to requisition lines that are
returned by the buyer or rejected by the approvers. When a purchase order is canceled, unfulfilled
quantity or amount of a requisition line can be reinstated in order to be sourced to a different supplier.
The following screen captures illustrate features and benefits for some of the new features:
Line-Level Return by Buyer
Buyer can now select and return individual requisition lines without having to withdraw the
entire requisition.
Returned, Rejected, and Withdrawn lines can be updated and resubmitted for approval.
On the header level, rules can be based on the total (includes all lines in the requisition) or on
the delta. Depending on how the rules are written. For rules that look at line-level attributes,
only the resubmitted lines will be evaluated.
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Line Reinstatement
There is no longer a concern if a partial receipt exists. Users can choose to reinstate the unfulfilled
demand on a cancelled PO. If unfulfilled demand is to be reinstated, the original requisition line is left
intact and a new requisition line is created based on the updated attributes from the PO.
Line Reinstatement
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Groupings are based on line status. The new line groupings are:
Lines requiring attention: Lines which need Preparer attention such as returned, withdrawn,
rejected lines.
Lines being processed: Lines which are currently being worked on by buyer.
Lines awaiting processing: Lines waiting to be worked on by the buyer.
Warning icons at the header and line levels call out requisitions and lines which require
Preparers immediate attention.
Information icons at both header and line levels flag requisitions and lines which do not require
Preparers immediate attention, but require that the Preparer completes some task later.
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STEPS TO ENABLE
There are no steps needed to enable this feature.
Return to Release Feature Summary
13
STEPS TO ENABLE
There are no steps necessary to enable this feature.
Return to Release Feature Summary
The user can choose to create requisitions with lines that passed validations even when there
may be other lines that have failed validations.
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All: a requisition is created if all the lines from the same requisition header passed
validation.
Partial: a requisition is created with the lines that passed validation even though some
lines failed validation.
The value should be selected prior to submitting the Import Requisitions scheduled Process. By
default it will be All.
Import Requisitions
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
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For more information, see the Requisition Import Whitepaper on My Oracle Support.
Return to Release Feature Summary
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When the user clicks on Go to Supplier Site, they are taken directly to the item on the punchout site.
STEPS TO ENABLE
This feature is managed by the Procurement Catalog Administrator. There are no steps necessary to
enable this feature.
Return to Release Feature Summary
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STEPS TO ENABLE
There are no steps necessary to enable this feature.
Return to Release Feature Summary
PURCHASING
The following features are added or changed for Purchasing in Release 9.
PROCUREMENT DOCUMENT NUMBERING
Configure document number generation for all Procurement document types, such as requisitions,
purchase orders, negotiations, and qualifications, from a single user interface. Incorporate a prefix or
suffix to your document numbering scheme, to easily correlate documents to originating business units
or legal entities. Define fixed length document numbers by padding the number from the sequence with
leading zeroes. For simple document numbering requirements bypass the setup altogether; a
numbering scheme is automatically put in place for you, with the creation of the first document.
The following screen capture illustrates the feature.
STEPS TO ENABLE
To configure complex document numbering schemes:
1. From the Navigator, select Setup and Maintenance.
2. Click the All Tasks tab.
3. Search for the Manage Procurement Document Numbering task, and in that task row, click Go
to Task.
.
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For more information on how to configure document numbering, go to Application Help, Define
Procurement Document Numbering: Critical Choices topic.
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20
Identify the sold-to legal entity on the purchase orders issued to suppliers
Derive the sold-to legal entity from the purchase order during invoice entry
Identify the tax registration numbers for parties involved in the transaction and the location of
final discharge for the goods ordered
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Allow a legal entity to procure for another without requiring financial orchestration
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BENEFITS
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STEPS TO ENABLE
If you used Inventory Management intercompany functionality prior to Release 9, then after your
upgrade to Release 9, you must do the following to enable intercompany supply chain flows using
Supply Chain Financial Orchestration:
1. Identify profit center business units as Below Legal Entity
2. Associate profit center business units with inventory organizations
3. Enable the Supply Chain Financial Orchestration offering for implementation, and set the
offering status to Implemented
4. Select the Supply Chain Financial Orchestration of Procurement Flows feature in the
Procurement offering
5. Run the Verify Intercompany Flow Conversion scheduled process to confirm flow conversion
6. Assign the Supply Chain Controller or Supply Chain Application Administrator job role to your
implementation user
For details about performing these post-upgrade steps, see Upgrading Intercompany Setups to Oracle
Fusion Supply Chain Financial Orchestration on My Oracle Support (doc ID 1923777.1).
KEY RESOURCES
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STEPS TO ENABLE
There are no steps needed to enable this feature.
KEY RESOURCES
For more information on web services, go to Application Help, Web Services: Overview topic.
Return to Release Feature Summary
25
BENEFITS
Improved control on inbound logistics through clear shipping method instructions to the
supplier
Effectively respond to expedited delivery requests for specific order shipments
STEPS TO ENABLE
1.
2.
3.
4.
5.
6.
KEY RESOURCES
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BENEFITS
Organizations can automate buyer assignment policies and route requisition lines to the
appropriate buyer
Excel integration provides ease of use
Test accuracy of buyer assignment rules
Improve fulfillment time by involving buyers in requisition approval
STEPS TO ENABLE
1. From Navigator > Setup and Maintenance.
2. Click the All Tasks tab.
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3. Search for the Manage Buyer Assignment Rules task, and in that task row, click Go to Task.
4. Click Add Row.
5. Enter your assignment rule information.
Note: You can use a spreadsheet template to upload rules from a spreadsheet using the Manage
in Spreadsheet action instead of manual entry.
6. Click Save and Close.
KEY RESOURCES
For more information on buyer assignment rules, go to Application Help, Buyer Assignment
Rules: Explained topic.
For more information on creating buyer assignment rules, go to Application Help, Creating
Buyer Assignment Rules: Points to Consider topic.
For more information on how uploading buyer assignment rules, go to Application Help, Upload
Buyer Assignment Rules: Explained topic.
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BENEFITS
STEPS TO ENABLE
1. In the Navigator, click Setup and Maintenance.
2. Click the All Tasks tab.
3. Search for the Configure Requisitioning Business Function task, and in that task row, click Go to
Task.
4. In the Requisitioning section, select Approval required for buyer modified lines.
5. Click Save and Close.
Return to Release Feature Summary
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STEPS TO ENABLE
To create a consignment agreement, complete the applicable terms under the Consignment
Term section.
To create a consignment order: for each consignment line, check Consignment line and select
Consumption Advice for the Invoice Match Option.
KEY RESOURCES
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SOURCING
The following features are added or changed for Sourcing in Release 9.
NEGOTIATION APPROVAL
Send negotiations to be approved before publishing the negotiations to suppliers. Obtain sign off from
all identified approvers and record the approval actions. Determine the approval routing using a flexible
rules engine, which can be configured to accommodate an organization's unique business requirements.
Approvers can review the document details and add comments before approving, rejecting, or routing
the document to additional approvers.
The following screen captures illustrate the feature and its benefits.
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BENEFITS
STEPS TO ENABLE
1. From the Navigator, select Setup and Maintenance.
2. Click the All Tasks tab.
3. Search for the Configure Procurement Business Function task, and in that task row, click Go to
Task.
4. If Enable Negotiation Approval option is checked, approvals will be enabled for Create
Negotiation flow.
5. Click Save and Close.
KEY RESOURCES
AWARD APPROVAL
Ensure accurate and policy compliant negotiation business awards by electronically routing award
decisions for approval before creating the resulting purchasing documents (for example., agreements or
orders). Determine the approval routing using a flexible rules engine which can be configured to
accommodate an organization's unique business requirements. Approvers can review the document
details and add comments before approving, rejecting, or routing the document to additional approvers.
The following screen captures illustrate this feature and its benefits.
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BENEFITS
STEPS TO ENABLE
1. From the Navigator, select Setup and Maintenance.
2. Click the All Tasks tab.
3. Search for the Configure Procurement Business Function task, and in that task row, click Go to
Task.
4. If Enable Award Approval option is checked, approvals will be enabled for Award Negotiation
flow.
5. Click Save and Close.
KEY RESOURCES
For more information on award approval, go to Application Help, Document and Award
Approvals: Explained topic.
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STEPS TO ENABLE
To configure complex document numbering schemes:
1. From the Navigator, select Setup and Maintenance.
2. Click the All Tasks tab.
3. Search for the Manage Procurement Document Numbering task, and in that task row, click Go
to Task.
4. Click Add Row.
5. Enter your document numbering information as required.
6. Click Save and Close.
KEY RESOURCES
For more information on how to configure document numbering, go to Application Help, Define
Procurement Document Numbering: Critical Choices topic.
Return to Release Feature Summary
37
SURROGATE BIDDING
Accept offline paper responses from suppliers to comply with public sector requirements and to support
suppliers with connectivity problems. Enter the responses online on behalf of the suppliers, and
seamlessly manage and analyze them along with all other responses received in the negotiation. Retain
full audit trail of when the supplier responses were received and their delivery method, as well as who
ultimately entered them in the application.
The following screen captures illustrate this feature and its benefits.
BENEFITS
Enabling suppliers at any remote location to participate in the bidding process helps buyer to
get competitive responses for negotiation.
Any technical issues that registered suppliers may face in accessing the application will not
affect response submission.
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
For more information on how to create supplier surrogate bidding, go to Application Help,
Creating a Surrogate Response: Worked Example topic.
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BENEFITS
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STEPS TO ENABLE
When creating a negotiation:
1. Select a negotiation style that enables two stage evaluation (the Two Stage Negotiation
predefined negotiation style).
2. Select Two Stage Evaluation.
KEY RESOURCES
For more information on two-stage RFQs, go to Application Help, Using a Two-Stage RFQ:
Explained topic.
To see a video on two-stage RFQs, go to Application Help, Creating Two Stage RFQs topic.
Return to Release Feature Summary
ONLINE MESSAGES
Collaborate with suppliers and team members throughout the negotiation life cycle using online
messages. Bring phone and e-mail conversations to the online negotiation knowing that the messages
will be retained for future reference and audit trail. Use rich text format and attachments to clearly
answer questions and provide clarifications.
The following screen capture illustrates this feature and its benefits.
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Online Messaging
BENEFITS
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
For more information on online messaging, go to Application Help, Using Online Messaging:
Explained topic.
Return to Release Feature Summary
41
BENEFITS
Reduces time to bring a new supplier on board for sourcing only activities
Ease of registration and shorter process times enable category managers to tap new suppliers
for better savings opportunities.
The time and resource-intensive process of authorizing suppliers for spend transactions can be
done only for the suppliers who qualify in the negotiation process, thus reducing workload and
costs.
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STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
For more information on the prospective suppliers feature, go to Application Help, Using
Prospective Suppliers: Explained topic.
Return to Release Feature Summary
Shipping Method
BENEFITS
Improved control on inbound logistics through clear shipping method instructions to the
supplier
Effectively respond to expedited delivery requests for specific order shipments
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STEPS TO ENABLE
1.
2.
3.
4.
5.
6.
KEY RESOURCES
NOTIFICATION SUBSCRIPTION
Effectively manage communication to suppliers and collaboration team members by enabling and
disabling sourcing notifications from a setup screen. Select the relevant notifications for each
negotiation type (for example: auction, RFQ, or RFI.) based on your implementation needs.
The following screen capture illustrates this feature.
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STEPS TO ENABLE
Setup of Sourcing notifications is performed using the Setup and Maintenance work area. Access the
Manage Sourcing Notifications task in the Sourcing functional area of the Procurement offering.
KEY RESOURCES
For more information about notifications, go to Application Help, Notifications and Approvals
FAQs topic.
Return to Release Feature Summary
SUPPLIER MODEL
The following new features are added or changed for Supplier Model in Release 9:
PROSPECTIVE SUPPLIER LIFE CYCLE
This new feature allows buying organizations to capture new potential suppliers without disrupting the
ability to manage and track approved suppliers.
With this feature, a business relationship is introduced to identify a prospective supplier which limits it
to sourcing and qualification activities. The business relationship allows prospective suppliers to be
segregated from spend authorized suppliers to manage the supply base more efficiently, reducing
clutter and maintenance.
An approval process controls the promotion of the suppliers business relationship to Spend Authorized,
which allows the supplier to be used in spend related transactions. The business relationship can be
defaulted or assigned by users with the Supplier Manager job role in supplier creation and registration
flows.
The prospective supplier lifecycle feature gives you the ability to:
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Supplier Creation
Users can configure what supplier profile elements need to be made available during the registration
process for prospective suppliers. Approval rules can also be configured specifically for prospective
suppliers to be routed to specific approvers.
Register Supplier
46
Manage Supplier
47
Automatic Request
A request can also be automatically generated when a registration request for a spendauthorized supplier is approved.
In addition, when a prospective supplier participates in a negotiation process and that
culminates in the supplier being awarded a contract, a spend authorization request is triggered
which when approved updates the supplier to spend authorized.
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STEPS TO ENABLE
There are no steps necessary to enable this feature.
TIPS AND CONSIDERATIONS
When considering these features for implementation in your organization, you may need to
perform additional setup if you require changes to the default setup.
For instance, out of the box, approval requests for prospective supplier registrations are
configured to be routed to supplier administrators. If this does not meet the business
requirements for your organization, then you may need to modify setup configurations for
approval rules to suit your need. If your business requirements are met by the default setup
configurations provided, then there is no need to perform additional setup.
Seeded approval rules for supplier spend authorization should also be reviewed in the Manage
Supplier Spend Authorization Approvals task.
Return to Release Feature Summary
49
Status
Start Date
Provided By
Confirmed On
Attachments are now supported to capture important verification documents, such as certificates
issued by agencies. Also, support for Notes was added to record any additional information related to
each classification captured. All of these enhancements and usability improvements are also exposed to
companies registering in supplier registration.
50
Confirmation message in form of a popup is introduced to verify accuracy of information provided when
the user saves the classification.
The name of the supplier contact that provided the classification details can also be captured.
Status: The classification status is derived based on the start date and expiration date
compared to today. Statuses include:
o
o
o
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Supplier administrators can use Notes to record any additional information related to the classification
or details about discussions with the supplier about their certification. New suppliers can also use this
feature to provide attachments and enter notes during registration.
STEPS TO ENABLE
To configure business classification lookup codes:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
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The page helps in associating the certifying agency with relevant business classifications which allows
you to filter the relevant agencies when entering new supplier classifications.
STEPS TO ENABLE
To configure certifying agencies:
1.
2.
3.
4.
5.
6.
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Notifications for expiring classifications are sent to supplier users to inform them about the impending
classification expiration to drive action.
The supplier contact who also is an administrative contact and has an active user account can receive
notifications prior to the classification expiry based on the notification parameter that is set. Also,
reminder notifications are triggered in regular intervals based on the notification parameters. Such
notifications, helps in maintaining the business continuity of the supplier with the buying organization.
An expired classification notification is triggered for classifications when expiration date passes.
The notification parameters can be set on the Configure Supplier Notifications setup page.
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Expiry Notification
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STEPS TO ENABLE
To trigger Expiring Supplier Business Classification Notifications:
1.
2.
3.
4.
5.
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The third-party suppliers are distinct suppliers defined in the supplier master along with mandatory
address information.
SUMMARY OF FEATURES
57
STEPS TO ENABLE
There are no steps necessary to enable this feature.
Return to Release Feature Summary
UPDATE SUPPLIER MASTER FROM QUESTIONNAIRE RESPONSE
Important supplier profile information can be collected during the supplier qualification process.
Integration with the new Oracle Fusion Supplier Qualification product enables this information to be
passed to the supplier master to improve the value of your supplier data. As part of the qualification
process a supplier responds to a questionnaire for assessment which may contain questions linked to
supplier profile attributes. When the responses are accepted by the Qualification Manager the profile of
the responding supplier is updated with the question responses.
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
More information about this feature is available in the Supplier Qualification section of this document.
Return to Release Feature Summary
58
STEPS TO ENABLE
To define supplier match configuration:
1. From the Navigator, select Setup and Maintenance.
2. Click the All Tasks tab.
3. Search for the Define Supplier Match Configuration task, and in that task row, click Go to Task.
4. Select party relationship types that will be used to perform duplication checks to retrieve
potential matches during supplier creation.
5. Click Save and Close.
Note: The feature is only supported for Oracle Procurement Cloud customers, and requires that you
license Oracle Fusion Enterprise Data Quality.
Return to Release Feature Summary
59
Note: These setups are supported by the central Fusion Trading Community Architecture (TCA) product
which manages external party data used by supplier and customer master data. Changes to these
setups will impact any product using TCA location data.
Sourcing Invitation: Supplier can be registered within the create supplier negotiation flow.
Internal Supplier Request: From the Suppliers Work Area, a supplier can be registered by an
internal supplier administrator.
Self Service Procurement: Supplier requested by a procurement requester.
Two separate registration flows can be deployed based on the intended business relationship.
Spend Authorized Supplier requests: Companies already identified for a procurement need are
directed by the buying organization to the spend authorized registration flow to capture more
rigorous profile information needed before agreements, orders, and invoices can be transacted.
For example, a spend-authorized company registering can be required to provide bank account
information.
Prospective Supplier requests: Unknown companies are presented with the prospective flow to
capture minimal profile information (configurable by the buying organization). These suppliers
only need to provide minimal profile information that is necessary to participate in the bidding
process.
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STEPS TO ENABLE
Access to registration flows is controlled through two distinct URLs, which the buying organization
determines how to expose. For example, companies already targeted for spend are invited to register
using the spend-authorized registration flow.
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STEPS TO ENABLE
To configure what profile information should be captured from prospective suppliers distinct from
spend authorized suppliers in the respective supplier registration flows:
1. From the Navigator, select Setup and Maintenance.
2. Click the All Tasks tab.
.
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3. Search for the Configure Supplier Registration task, and in that task row, click Go to Task.
4. Select the profile information that you want to be included in the registration flow, such as
Organization Details, Contacts, Addresses, Bank Accounts, and so on. Profile information can be
enabled, hidden, or required.
5. Select Prospective or Spend Authorized from the registration sources.
6. Click Save and Close.
Return to Release Feature Summary
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The requester is notified and uses the update supplier registration request link to provide updates.
When updates are completed the requester resubmits the registration which will rerun the approval
workflow rules since content, impacting approval requirements, may have changed. The registration is
then routed to all required approvers.
STEPS TO ENABLE
There are no steps necessary to enable this feature.
Return to Release Feature Summary
64
have responsibilities for a specific address location. This establishes the supplier site contacts that can
be assigned on Procurement documents.
This feature allows:
STEPS TO ENABLE
There are no steps necessary to enable this feature.
Return to Release Feature Summary
65
These are added to the existing supplier profile entities that are available for import through a user
friendly flat file based upload process. In addition, general import reporting enhancements are included
to improve supplier import usability, such as new summary tables displaying import record counts
enabling easy drill down to result details.
The following screen capture illustrates this feature:
STEPS TO ENABLE
There are no steps necessary to enable this feature.
Return to Release Feature Summary
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Suppliers
Supplier Addresses
Supplier Contacts
Supplier Business Classifications
Supplier Products and Services Categories
Business Classifications
Contact Addresses
Supplier Products and Services Categories
The import template now supports an action Update that should be used to perform both changes and
deletes to the supplier profile data.
The following screen captures illustrate this feature:
The import action in the table determines whether to create a new record or update an existing one.
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STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
Use the supplier import templates available in the following location to setup the import data:
https://fusionappsoer.oracle.com/oer/
Return to Release Feature Summary
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STEPS TO ENABLE
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
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outcome. All qualification areas can be set as global. That is, they are available to all procurement
business units or you can set the qualification area to be available to one or more specific procurement
business units only.
The following screen capture illustrates the feature.
STEPS TO ENABLE
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
For more information about qualification areas, go to Application Help, Qualification Areas:
Explained topic.
Return to Release Feature Summary
71
STEPS TO ENABLE
STEPS TO ENABLE
There are no steps necessary to enable this feature.
KEY RESOURCES
For more information about qualification models, go to Application Help, Qualification Models:
Explained topic.
Return to Release Feature Summary
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areas or an assessment initiative for assessing the supplier as a whole by selecting a qualification model.
To add suppliers to the initiative you can search for them based on multiple supplier profile attributes as
well as transaction data. For an initiative you can specify the evaluation team that will be responsible for
evaluating the qualifications and assessments. For each qualification or assessment that will be created
as part of the initiative you can capture the evaluation due date, the owner, the supplier contact and
the internal responder. The system will generate questionnaires based on the questions included on the
initiative and send to each supplier. You can customize the questionnaire to fit your business needs and
specify a due date. You can launch the initiative anytime during the process once all required
information is entered.
The following graphic and screen capture illustrates the feature.
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Qualification Initiative
STEPS TO ENABLE
Streamlines the qualification process for one or more suppliers or supplier sites
Saves you time while managing the qualification processes
Ensures all suppliers on an initiative are evaluated using the same evaluation criteria
STEPS TO ENABLE
There are no steps necessary to enable this feature.
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the buying organization. For each questionnaire you enter a title, an introduction, and the due date to
submit responses. You can also customize the system created sections on the questionnaire or create
new sections. Sections allow you to group questions into logical subsets. The questionnaire can be
further customized by removing existing sections, reordering the display of sections, moving questions
from one section to another, and removing questions that are not required. All changes made to a
questionnaire can be previewed before being saved. Once a questionnaire is created and sent out to the
suppliers or internal responders no changes are allowed to the questionnaire.
The following screen capture illustrates the feature.
STEPS TO ENABLE
There are no steps necessary to enable this feature.
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STEPS TO ENABLE
There are no steps necessary to enable this feature.
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STEPS TO ENABLE
STEPS TO ENABLE
There are no steps necessary to enable this feature.
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across initiatives and their current status giving you a better visibility of your workload. The Recent
Activities table on the Overview work area provides details on events that have occurred recently and
the recommended action that you can take for that event. The Monitor Initiative page provides the
overall progress of a single initiative. This page is your single point of entry to manage all aspects of the
initiative after it is launched. From this page you can view all the suppliers on an initiative and the status
of the questionnaire responses received from each supplier. You can view all completed qualifications
and assessments on the initiative. You can also initiate the evaluation of incomplete qualifications and
assessments from here.
The following screen capture illustrates the feature.
STEPS TO ENABLE
There are no steps necessary to enable this feature.
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For more information about qualification activity, go to Application Help, Using the Supplier
Qualification Work Area Overview: Explained topic.
Return to Release Feature Summary
REQUALIFY SUPPLIERS
Suppliers are requalified or reassessed when events such as expiration of supporting documents,
expiration of qualifications, or assessments occur. The requalification process can include all activities
such as selecting a qualification area and model selection, soliciting and capturing responses from
suppliers and internal responders, evaluating the impacts of new responses on existing qualifications
and assessments, and assigning outcomes to qualifications and assessments for a complete
requalification. It also includes simple activities such as extending the end date of an existing
qualification or assessment or assigning a new outcome for a quick reevaluation process. Promptly
requalify or reassess a supplier when one of the following events occurs: expiration of existing active
qualifications or assessments, expiration of supporting documents tied to responses that are part of
existing active qualifications or assessments, updated response for questions that are part of existing
active qualifications, and updated qualification for qualifications that are part of existing active
assessments. Optionally you can requalify or reassess the supplier at anytime without the occurrence of
the above defined events.
The following graphic illustrates the feature.
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STEPS TO ENABLE
STEPS TO ENABLE
There are no steps necessary to enable this feature.
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REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All
updates are logged below, with the most recent updates at the top.
Date
Sep 15, 2014
May 5, 2015
Whats Changed
Document published
Added content to explain the steps to enable features at
various points throughout the document. Made various
corrections and improvements to text.
Notes
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