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Oracle Iprocurement 101018113112 Phpapp01 PDF
Oracle Iprocurement 101018113112 Phpapp01 PDF
Agenda
• Overview
• Prerequisites for iProcurement
• Setup Overview
• Logging into iProcurement
• Cataloging Process
• Creating Purchase Requisitions in iProcurement
• Creating Internal Requisitions in iProcurement
• Managing Purchase Requisitions
• Notifications and To-Do List
• Receiving in iProcurement
• Returns
• Correct Receipts
• Procurement Card
iProcurement Overview
How does Procurement Typically Work?
Requisitions
Catalog
Content
Management Purchase
Orders
Analysis
Supplier
Management Payment
Supplier
Performance
iProcurement
• It directly integrates with several other Oracle Applications to
fully support the purchasing process.
Required to Procurement
complete the Cards (P-Card
base purchasing transactions)
functionality
iProcurement
Item Project/Task
information information
iProcurement – Key Features
• Oracle Internet Procurement 11i provides an intuitive, web shopping
interface.
• With a web browser, quickly find goods and services, add them to the
shopping cart, and simply checkout.
• Streamlined Order Placement - Shopping
Shopping Lists
Multiple Shopping Carts
Copy Orders
Service requests
Non Catalog Requests
Automatic Document creation
Centralized Purchasing
• Streamlined Order Placement - Delivery
Inventory Replenishment Requests
iProcurement – Key Features
Shopping lists
Catalogs
Purchase
Choose items or Requisition
enter lines
Non-catalog
request
Creating Requisition in iProcurement
• All the items defined in Purchasing Inventory Organization will be
available in iProcurement provided they belong to Categories enabled
for iProcurement.
• The items assigned to such category will be available in iProcurement
after running Catalogue Loader Process. Further, the availability of
items to a particular user will be secured by the Realm attached to the
user/responsibility.
Catalogue Requests
• Most efficient method of requisitioning within i-Procurement
• Search for both goods and services in a single unified catalogue
• Search the catalogue of items using the ‘Search Main Store’ function
• Use the ‘Advanced Search’ function to enter multiple criteria
• Search can be by item description, category, supplier name, price,
internal item code, currency
• Catalogs from internal sources includes the following:
Items from the Item Master
Requisition Templates
Blanket Purchase Orders
Quotations
Approved Supplier Lists
Catalogue Search
Non-Catalogue Requests
• Provides facility to requisition goods and services for adhoc or new
items that are not in the catalogue
• Used to request the following types of items :
Goods billed by quantity (per unit)
Services billed by quantity (rate)
Goods or services billed at a fixed amount
• Enter information about the item including:
Description, Unit of Measure, Price
• Associate it to a category
• Optionally select a supplier for the item
• Click on Add to Cart
Non-Catalogue Requests
Browse Categories
• A category represents a grouping of items within the internal
catalogue
• You can browse categories and select items
• Access to different categories can be assigned to each user
Browse Categories
Shopping Lists
• Shopping lists contain items that you or your company frequently
order
• There are two different kinds of shopping lists:
Personal – My Favourites
• You can create your own personal shopping list of favourite items that you
frequently request
• To expedite the selection process, you can order items from your list
Corporate – Public
• Corporate shopping lists are public
• They contain requisition templates for frequently ordered set of items
• You can order all the items on a corporate list or by selecting individual items
off a list
• Can contain non-catalogue request items
Shopping Lists
Searching Items from Catalogue and
Adding to Shopping Cart
• Users can search the items available in the Item Catalogue from Home
Page and click on “Go”
• Items can be searched by entering item description, supplier name, price,
internal item code or currency in the Search field. The percent sign (%)
may be used as a wildcard which takes the place of missing characters in
the keyword.
• Search results will show the relevant items with the list price defined in
Item Master as the Price in case no Agreements/Quotations are defined for
them.
Demonstration
Demonstration
Shopping Cart Page
• In Shopping Cart page, system defaults a quantity of one for each line.
The user as required can modify the same by entering the required
quantity in the Quantity column.
• Further, the user can add as many lines as required by using ‘Return to
Shopping’ link which brings the user back to Shopping Page/
Catalogue Search Result page where further search can be performed.
• User as required can delete if he/she wishes to delete the requisition
line by clicking on the delete button.
• After completing the requisition, the user can select one of the
following options in the Shopping Cart page:
Save – User can save the items in the Shopping cart and opt for checkout
process at a later time. This generates a requisition number. The Shopping
cart may be reopened for completion of checkout steps by using ‘Open
Saved Cart’ feature in ‘Shopping Cart’ page
Checkout – This allows the user to enter detailed delivery and billing
instructions, both line specific or applicable to entire requisition.
Demonstration
Click to delete
items from cart
Demonstration
Demonstration
Check Out
• A process for completing shopping cart orders
• You can verify your order and update delivery and billing information
• Delivery Information :
Urgent requisition checkbox – optional – tick if you need the buyer to take
priority action
Need by date – defaults, but can be modified by you
Requester name defaults from user, no modification
Deliver to location defaults from the user. You can select an alternative from
the list if required
Demonstration
Demonstration
Demonstration
Demonstration
• Resubmit:
User can resubmit only those requisitions that have a status of
either ‘Returned’ or ‘Rejected’. Requisitions with any other status
cannot be resubmitted for approval.
Only one requisition can be resubmitted at a time.
• Copy To Cart:
Copy the item information from the original requisition into the
shopping cart.
During the checkout process, you can modify the item quantity,
delivery, billing and approval information. You cannot modify the
item description, price, unit of measure, or supplier information.
Notifications and To-Do List
Notifications
• As and when documents (Purchase Requisition / Purchase Orders /
Releases) are submitted for approval / approved / rejected / returned,
system generates appropriate notifications and sends them into
notification window of the relevant users.
• The iProcurement notification page lets the user view the following
types of notifications:
Open Notifications (default)
FYI Notifications
All Notifications
To Do Notifications
Notifications from Me
Notification Types
• Open Notifications are those notifications on which the user needs to
take some action (Approve / Reject / Reassign). This list also displays
the requisitions approved by you.
• FYI Notifications are those notifications that are only for information.
These notifications will have to be manually closed after carrying out
necessary action using ‘Close’ option to delete the same from the
Notification screen.
• All Notifications include the notifications of both the types discussed
above.
Notifications Page
Reassigning/ Delegating Notifications
(Vacation Rules)
• iProcurement provides a feature to set the vacation rules to delegate the
notifications while out of office due to any reason.
• Vacation rules can be set by creating the rules from ‘Notifications’ page.
Reassigning/ Delegating Notifications
(Vacation Rules)
Reassigning/ Delegating Notifications
(Vacation Rules)
Reassigning/ Delegating Notifications
(Vacation Rules)
Reassigning/ Delegating Notifications
(Vacation Rules)
Receiving in iProcurement
Receiving Process
• Oracle i-Procurement allows users to record receipt of goods and
services they receive
• i-Procurement automatically records the receipt transaction
• Only Preparer can record the receipt against the Requisition
• If the item requires a receipt, it is important that you record the receipt
online, as it will have an impact on the matching and approval of the
supplier invoice.
• Navigation: i-Procurement Home Page Receiving
How to create a Receipt
• You can find latest receipt notifications under Requisitions to
Receive section of Receiving page.
• Click on Full List button
Receiving Tab
Receiving Tab
Receiving Tab
Receive Requisitions – Step 1
• Select the line you want to receipt
• Receipt Quantity defaults to the order quantity, but you can change it
as required.
• Click at Next button to continue the receiving process
Receive Requisitions – Step 1
Receive Requisitions – Step 2
• In the Receive Items: Enter Receipt Information page where you
can enter additional receipt information.
• You can enter details such as packing slip, waybill number and
additional comments
• The Receipt date defaults to the current date, but can be overwritten
Receive Requisitions – Step 2
Receive Requisitions – Step 3
• The Receive Items: Review and Submit page opens.
• Review the details.
• Click submit button.
Receive Requisitions – Step 3
Receive Requisitions - Confirmation
Receiving Page
Receiving Details
Express Receive
• Alternatively click on the Express Receive button in the Requisitions
to Receive section to receive a single Requisition in a quick step
Express Receive
Express Receive
Express Receive - Confirmation
Receiving Page
Receiving Details
View History of Receipts
• View Receipt transaction history for your items using View Receipts
or My Receipts at a Glance in the Receiving page.
View History of Receipts
View History of Receipts
Returns
Return Process
• iProcurement Home Page Receiving Return Items
• Select Return Items to record any items that you return to the supplier
• Select the Receipts which are to be returned by entering the Return
Quantities and selecting the Next button
• This opens the Return Items: Enter Return Information page where
user can enter additional return information
• Click the Next button to open the Review and Submit Return(s)
page. Review the entered return details and carry out necessary
changes, if required, by using the ‘Back’ button in the browser. Select
the Submit button and system generates a receipt number and
provides a return confirmation
Return Process
Return Process – Step 1
Return Process – Step 2
Return Process – Step 3
Return Process – Confirmation
Receiving Page
Correct Receipts
Receiving Page
Correct Receipts – Step 1
Correct Receipts – Step 2
Correct Receipts – Confirmation
Receiving Home Page
View Corrected Receipt Details
Procurement Cards(P-Card)