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Agenda
Overview Prerequisites Setups Creating Requisitions Managing Requisitions Desktop Receiving Catalog Management Work Flow Process
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Overview of iProcurement
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Requisition
Approvals
Orders
Receiving
Payment
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Internet Procurement allows organizations to perform the procurement activity electronically over the internet, using a suite of products.
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Overview iProcurement
Workflow approval
Purchasing Process
Overview
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Overview
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Overview
Express Checkout enables repeat users to handle checkouts in one step Power Checkout enables the ultimate item level control and
Search capabilities optimized for self-service deployment. categorization, the new search capabilities perform as people think.
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Overview
Step-by-Step Checkout, Express Checkout for repeat users, Power Checkout for frequent users.
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Overview
Shopping Lists
Copy Orders
Service requests Non Catalog Requests Automatic Document creation
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Overview
Procurement Card Purchases for Catalog Orders Oracle Projects Integration Tax Exempt Purchases Multiple Account Distributions and Account Generation Workflow Integration Multi-Currency Enhancements Notes - Additional Item Information, Upload and View Attachments Approvers - Approval Routing Configuration, Vacation Scheduling Review/Submit, Cancellations
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Overview
Requesters can receive orders in iProcurement and confirm receipt of requested goods and services. iProcurement automatically records the receipt transaction.
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Prerequisites
Oracle Core Purchasing setups - Jobs, Positions, Employees, Hierarchy, Approval groups,
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Setups of iProcurement
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Setups
1 2 2 3 4 5 Descriptive Flexfield for Item Categories Configure Account Regions Define Information Templates Define Realms Set Up Procurement Cards Set Up Attachments Required Required Optional Optional Optional Optional
6
7
Required
Optional
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Setups
Information Templates
Are setup in Oracle Purchasing for capturing additional information in iProcurement Used to pass required information to the supplier Each Information Template must be associated with an item or a category
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Setups
Realms
A realm is a set of access privileges A realm is used to control access to internal catalog content / external source at the user level
Procurement Cards
Procurement cards (P-Cards) are setup with Accounts Payable and can be
Attachments
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Setups
Profile Options
ICX: Allow Funds Override
Indicates whether a requestor can override their allowed funds, if encumbrance is enabled. ICX: Date Format Mask Determines the date format. ICX: Days Needed By Sets the number of days until the user needs to receive an order.
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Profile Options
ICX: Language
Determines the language. ICX: Limit Connect Sets the maximum number of page hits per session. Set the value to 1000. ICX: Limit Time Determines the maximum time limit a user can be logged into the system. Default is 4 hours.
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Profile Options
POR: Approved Pricing Only Restricts user access to only those items associated with contracts or templates. POR: Goods Line Type Determines line type for goods type non-catalog order. POR: Rate Based Services Line Type Determines line type for rate-based Service type noncatalog orders. A rate-based Service is a monetary
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Profile Options
POR: Edit Accounts Region Enables the user to support multiple chart of accounts. POR: Multiple Accounts Region Enables the user to support multiple chart of accounts.
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Function Security
iProcurement allows assignment and modification of responsibilities to control users access If the responsibility is not secured the functions allow the user to
see all the data within the Web page that is brought up
If the responsibility is secured, additional security checks are made to determine which data, if any, is displayed by its functions Securing attributes are used to control the data that is displayed
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Creating Requisitions
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Find items
Review requisition
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Find Items
Step-by-Step Checkout
Express Checkout
Power Checkout
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Find Items
Combine text search, parametric search, and categorization Search by: Part number Description Supplier Price Currency
Browse Categories
Browse categories and select items Access to different categories can be assigned to each user Personal - My Favorites Corporate - Public
Sierra Atlantic, Inc.
Shopping lists
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Non-Catalog Requests
Used to requisition items that are not in the catalog
Goods billed by quantity (per unit) Service billed by quantity (rate) Goods or services billed at a fixed amount
Enter basic information about the item (description, uom, price) Associate it to a category
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Shopping Cart
Contains items that you have selected to order in the current
session
You can update the quantity of line items Recalculates your requisition total as you select or delete items You can save the contents of the shopping cart to order items at a later time Additionally,
View item images, if available Enter Special Item Information, if required as per the setup
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Checkout
A process for completing shopping cart orders You can verify your order and update delivery and billing information There are different levels of checkout to meet the needs of different experience levels:
Step by Step
Express Power
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Checkout: Step-by-Step
Shopping
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Checkout Information
Delivery stage
Date on which the items are required to be delivered Requester Location to deliver to Different delivery information for each line item A one-time address Procurement card Taxable status Project to bill to
Procurement cards (p-card) are corporate credit cards assigned to an employee to use when requisitioning items from suppliers Automatically flags shopping cart lines for p-card payment and defaults in the appropriate p-card number After approval and purchase order creation, a p-card order is generated and transmitted to the supplier
Billing stage
Different billing information for each line item Multiple charge accounts for a single line item
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Checkout Information
Notes stage
Approval stage
* Note: These functions will be available / unavailable as per the security setup
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Checkout Information
Review / Submit stage
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Express Checkout
Step-by-Step
Shopping Delivery Express Checkout Billing Notes Approvers Review/Submit
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Express Checkout
Shopping
Review/Submit
Express Checkout
Quicker, more convenient checkout
Speeds up the requisition process These values are updateable during the requisition process
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Power Checkout
Step-by-Step
Shopping Delivery Express Checkout Billing Notes Approvers Review/Submit
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Express Checkout
Shopping
Power Checkout
Shopping
Power Checkout
Approvers
Review/Submit
Review/Submit
Power Checkout
Used for large requisitions where billing and delivery
process
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Copying requisitions
Canceling requisitions Withdrawing requisitions Resubmitting requisitions Approving Requisitions
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Viewing Requisitions
To view most recent requisitions select:
View
Requisition status
Approval history Requisitions created by others in your group
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Copying Requisitions
Copy requisitions of any status from the Requisition Status page Copying a requisition copies the items from the original requisition into a shopping cart
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Canceling Requisitions
Requisitions that have been submitted for approval can be
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Withdrawing Requisitions
Requisitions that have been submitted for approval can be
Withdrawn
The Withdraw button is available:
From the Requisition Status page From the requisition details page
Withdrawn requisitions are no longer available on the approvers notification list Withdrawn requisitions can be:
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Approving Requisitions
Requisitions that have been submitted for approval are
available in
approve the requisition, approve and forward the requisition to another approver, reject the requisition, reassign the requisition.
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Receiving in iProcurement
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Receiving Orders
Receiving of goods and services can be done in either Oracle
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Receiving Orders
Receiving of goods and services can be done in either Oracle
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Receive
Final destination
iProcurement Receiving
Features of receiving orders in iProcurement: The requisitioners are allowed to receive at their desktop from the browser Requesters can view and receive orders in a simple, workflowdriven self-service interface. Requesters can review the order details and confirm receipt of requested goods and services. iProcurement automatically records the receipt transaction.
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iProcurement Receiving
Features of receiving orders in iProcurement: The requisition is required to have a purchase order or blanket release associated with it to be received The routing of the item to be received must have been set to Direct Delivery
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page
From the Receiving home page a Requisitioner can:
*Note:
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Catalog Management
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Catalog Types
iProcurement uses a simple, web-based graphical interface to
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Items from the Master Organization Requisition Templates Blanket Purchase Agreements Catalog Quotation information Approved Supplier Lists
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Extracts categories in Purchasing Default Category Set Also extracts Requisition Template names defined in Oracle Purchasing
Oracle Inventory Master Items Oracle Purchasing Blanket Purchase Orders and Catalog Quotation lines Requisition Template lines
Inactive Blanket Agreements Inactive Quotations Inactive Items Inactive Requisition Templates
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supplier
Marketplace catalog is maintained by a third party catalog provider Users navigate these catalogs through a web page link, via their corporate firewall, before returning to iProcurement to complete their requisition.
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to their requisition.
External catalog then transmits items to iProcurement where they are converted to requisition lines.
iProcurement
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Workflow Processes
PO Requisition Approval Workflow
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