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Oracle iProcurement
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Agenda
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Oracle iProcurement
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Benefits O
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Integration with other Oracle EBS modules\ G
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Oracle iProcurement Flow .B
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Setup S
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Demo A
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Oracle iProcurement
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Oracle iProcurement is a web based application
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Approvals management using workflow/AME O
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G requisitions
Automates document creation process for Catalog
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Benefits
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Streamline Employee Ordering across organization
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Enforce Purchasing Policy O
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Reduce Procurement Cost and time G
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Easy to upload and view item additional
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Search product internally orSfrom external sources
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A to organization needs
Personalize according
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Automatic C
A PO Creation
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Integration with Other Oracle Applications

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Oracle HRMS O
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Job, Position, O
Approval Hierarchy P
Oracle Information S Oracle
Purchasing G Payables
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Required to Complete
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base purchasing Procurement Card
(P-Card Transactions)
functionality
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Oracle Inventory E iProcurement Oracle Projects
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Item Information information

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Oracle iProcurement Flow

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Catalog Management
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A catalog is a cohesive source of supplier product and service information that
provides a means by which the information can be found quickly by .the requestor.
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Oracle iProcurement supports the following types of catalogs:
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Local catalog G
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Extracted From Purchasing
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Uploading Catalog Schema(XML,cXML) ,Quotation
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Pby a supplier or marketplace
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Punchout catalog hosted
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Transparent catalog
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Informational
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Content Zones
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Content zones are containers for your catalog items and services.
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Grant access to user for accessing the catalog O
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Content Zones Types S
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Local Content Zone L Grants Access
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Punchout Content Zone 8 Secure by Operating Units
8 Secure by responsibility
Transparent Content ZoneS
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Informational Content
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Sources for Accessing Supplier Catalog

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Two ways we can access the supplier catalog O
Exchange (B2B Webservice) .C
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User
Market
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Supplier
Place S
Webstore
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Supplier .B
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User P
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Stores
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– Stores are simply a way to organize
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catalogs. O
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– Stores will maintain
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– Stores guide 8
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Creating Store and adding Content Zones

Adding content zone to store to intuitive shopping mall experience M
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Catalog Request
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Most efficient method of requisitioning within iProcurement
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Search for both goods and services in a single unified catalogue
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Search the catalogue of items using the ‘Search MainS Store’ function
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Use the ‘Advanced Search’ function to enter multiple
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Selecting the item from shopping list8
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Search Category
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Search Option
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S Main Store
Drill Down P ->Pens and Pencils
Options P
A ->Pencils
E ->Apsara
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Shopping List
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Shopping lists contain items that are requestor frequently order
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There are two different kinds of shopping lists: O
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Personal – My Favorites S
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Corporate – Public O
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Personal – My Favorites
Shopping list for Personal Favorites M
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Non Catalog Request

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A non-catalogue request are created if the item to be purchased areC
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not listed in
the supplier’s catalog or local. .
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Pcalculated
Item Types will decide how Requisition line amount will be
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Goods billed by quantity (Qty * Unit Price) G
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Goods or services build by amount (Amount
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Services billed by quantity (Qty
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Smart Forms
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Smart Forms is just another term for non Catalog Requests. O
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Smart Form is predefined non-catalog request for a specific item,where some of
field are predefined for the users. O
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Requisition line amount can be calculated based on itemS types
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Goods Billed By Quantity L
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Service Billed By Quantity 8
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Name, Designation,Location ,Email etc..
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Smart Form and Information Templates

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New Catalog Request using Smart Form

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Contract Request
A Contract request are created if organization wants to hire a third party employee. M
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Shopping Cart
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or New Catalog Request), those item will move on to shopping cart..
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Once the requestor select the item for purchasing(Favorites or External Catalog
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Internal Non-Catalog P
catalog S
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My Favorites O
Other Favorites L
Shopping Lists .B
Search 8
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Categories S External
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Checkout
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 Once items have been added to the cart, requesters will checkout theO item to
complete the requisition process(Internal /Purchase) and send it . C
for approval.
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Pemployee cost
 Accounts will be generated based upon the category and
center. S
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Checkout Process
Here checkout process done M
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Delivery and Billing Information

Enter Requested field for Requisition M
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Workflow Approvals

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 Approvals can be managed based upon the employee-supervisor using HR
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Approval Routing Process

Click on Manage Approvals for changing the approval routing process M
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Review and Submit for Requisition Approval

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Here we can review the requisition and click on submit to complete the process.
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Requisition Summary
Requisitions with their statuses is list down here. M
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1.All My Requisitions O
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2.My Group Requisitions
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Cancellation of Requisition
Reason for Cancelling M
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It may not be no longer needed .C
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It may be duplicate entry O
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Any other business reason G
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Cancel L
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Seek Buyers Approval S
Canceled Status P
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Review and
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O Cancel Entire
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Cancellation Process
Requisition summary page where we cancel the requisition M
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Selecting Requisition line for cancel

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Review and Submit Cancellation Process

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Here we can review the requisition and click on submit to complete the process.
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Amendments of Requisition

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The ‘Withdraw’ feature allows the Requester to pull a requisition from the approval
process, make changes to the requisition and resubmit for approval. O
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Change T
Other than Incomplete Status O
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Seek Buyers Approval S
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Amendment can be done on O
Quantity L
Delivery .B
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Amendments of Requisition
Select the Requisition to apply the changes M
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Quantity Amendments of Requisition

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Delivery and Billing Amendments of Requisition

Here we can do the required changes and click on next. M
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Review and Submit Amendments of Requisition

Review and submit to complete the process M
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Notifications

Documents(Purchase Requisition, Purchase Orders, Releases) areM

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submitted for approval / approved / rejected / returned status, system
.Cwindow
generate appropriate notifications and send them to notifications
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of each user. O
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Types of notification user can view S
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Open Notifications (default) L
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FYI Notifications 8
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All Notifications P
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Vacation Rules
iProcurement provides a feature to set the vacation rules to delegate the M
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Receiving
Allow users to record receipt of goods and services they received M
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Receiving Process can be done in two ways .C
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Basic Receiving O
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Select Item to G Review and
Receiving Info O
received
L Submit

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Express Receiving 8
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Select Item to P
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received and
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Click on Express E POR: Support Review for Submit
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Receiving Home page

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Item Selecting for Basic Receiving Process

Query the Item to receive by using Requisition # or Supplier Name etc.. M
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Receipt Information
Enter the required information and click on next M
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Review and Submit Basic Receiving Process

Complete the receiving process by clicking on submit button. M

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Receipt Correction

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Return

Returning the damage item that was purchased back to supplier. M

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Find Receipts Info(Return
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Finding Receipt to Return

Enter receipt number to find the item for returning to supplier M

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Return information

Enter reason for returning item to supplier M

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Review and Submit the Return Process

Review and submit to complete the return process M

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Creating Debit Memo For Returns

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Return to supplier will indicates accounting that a credit should be expected
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Debit Memo automatically created O
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Profile Option : POR: Enable Automatic DebitG
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Setup
Purchasing Setup M
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Setting Up Jobs .C
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Setting Up Positions O
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Creating Position Hierarchy G
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Setting Up Employees L
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Assign Job and Position to Employee
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Create Approval GroupP
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Create Approval
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Master Item
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iProcurement Setup O
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Setting Up shopping Categories T
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Setting Category Hierarchy S
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Setting Smart Forms O
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Setting Up Content Zones .B
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Reference

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• iProcurement Implementation Guide O
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• www.Oracleug.com S
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