1

Procurement Cloud
Sourcing Business Flows | Scenarios
by PTT

1
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, timing, and pricing of any features or functionality described for Oracle’s
products may change and remains at the sole discretion of Oracle Corporation.
Statements in this presentation relating to Oracle’s future plans, expectations, beliefs, intentions and
prospects are “forward-looking statements” and are subject to material risks and uncertainties. A
detailed discussion of these factors and other risks that affect our business is contained in Oracle’s
Securities and Exchange Commission (SEC) filings, including our most recent reports on Form 10-K
and Form 10-Q under the heading “Risk Factors.” These filings are available on the SEC’s website or on
Oracle’s website at http://www.oracle.com/investor. All information in this presentation is current as
of Aug 2023 and Oracle undertakes no duty to update any statement in light of new information or
future events.

2 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Agenda
✓ Procurement Business Flows - Introduction
✓ Procurement Cloud : Overall Picture
✓ Procurement Cloud : Sub Processes
✓ Smart Sourcing : Process Flow
✓ Negotiation Sources | Types | Outcomes
✓ Negotiation Statuses | Approvals
✓ Negotiation Flow (RFQ) | Features
✓ RFQ: Response (Quote) submission by Suppliers | Quote Analysis
✓ Demonstration – RFQ Use Case Demo | Sourcing Programs
✓ FSM Configurations
✓ Negotiation Styles | Notification Controls | Approvals | Cost Factors | Item Attributes
✓ Analytics and Reports : Infolets | OTBI | BIP
✓ Procurement Cloud : Useful Resources Sourcing Cloud - Setups and Configurations

3 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Procurement Business Flows
Indirect | Advanced SCM Fulfillment | Direct | Capital Procurement

Indirect Advanced SCM Direct Capital

Procurement Fulfillment Procurement Procurement

1 2 3 4
Back to Back (Buy)
Min-Max
Drop Shipment
Expense Items
Inventory Purchases
Internal Material Transfer
Consigned Inventory
Supply Plan
Outside Processing 4
Asset Procurement
Contract Manufacturing

4 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Procurement Cloud
Overall Picture : Functional Areas | Features | Process Flows
Supplier Model Suppliers Supplier Portal
Offering | Functional Area

Self Service
Purchasing Purchase Orders Agreements Consignment
Procurement

Self Service Inventory Quality Cloud

Receiving
Receiving Receiving Receiving Inspection

Negotiations Approvals
Sourcing Forward Auctions Sourcing Programs Abstracts
RFI | RFQ | Auction Negotiation | Award

Procurement Contracts Terms Library Terms Templates Buy (PRC) Contracts MS Word Integration Deviation Approvals

Supplier Qualification Questions Library Qualification Areas Qualification Models Initiatives Assessments
Features Integration

PRC Integration Contract

Min-Max | Planning Back to Back Drop Shipment Outside Processing
with SCM Cloud Manufacturing

Reporting Extensibility
Security OTBI Analytics Integration
OTBI & BIP Flex fields | EFF
Platform Features FBDI | Events
Approvals OSN * Page Composer Audit Rest API | Webservices

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Procurement Cloud
Sub Processes

Requisitions

Smart Sourcing
Catalog Content Purchase
Management Orders

PROCURE TO PAY
RFQs /
Quotations Sourcing P2P Receiving Procure To Pay
Analysis

Invoice/Payment
Supplier
Management Analysis
Supplier Reporting
Performance

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Procurement Cloud
Smart Sourcing: Process Flow

Requisitions Identify Manage

Finalize Contract
Opportunities Negotiations

Negotiation

Initiate Monitor Ensure

Sourcing Quote’s Sourcing Event Response Utilization

Award
Develop Analyze & Award
Specifications Negotiations
Purchase Documents

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Sourcing
Negotiation Sources | Types | Outcomes

Sourcing Negotiations

Sources Negotiation Types Outcomes

SSP Requisitions RFI – Request For Information

Purchase Order

RFQ – Request For Quotation

Manual Creation Standard | 2-Stage Agreements : BPA | CPA

Auction Procurement Contracts

Web Service Reverse Auction

Deliverables
Rest API Seller Negotiations
Forward Auction

8 Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Sourcing
Negotiation Flow (RFQ) | Features Negotiation Features

Negotiation Created Landing Page Infolets Validate

SSP
Requisitions in Draft status Copy to Negotiation Template
Cover Page & Variables

Document Builder Schedules, Controls, Rules Project Integration

Process Requisitions Negotiation Overview
Create Negotiation
Team Collaboration Abstracts

Requirements & Sections Add By Spreadsheet

Negotiation Requirements
Required ? YES Team Scoring Requirement Weights

Lines : Lot | Group Cost Factors: Internal | External

Negotiation Lines
NO Add By Spreadsheet Alternates & Line Attributes

Document Builder
Create a PO Contract Terms Contract Terms Template

Search & Add Suppliers Sourcing Eligibility

Suppliers
Register & Add Suppliers Use Qualification Status

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Sourcing
RFQ: Response (Quote) submission by Suppliers | Quote Analysis
Quote Analysis &
Negotiation Responses - Quotes Monitor Award Features
Supplier Responses
Supplier Portal : Supplier 1
Analytics
Response 1 Close Negotiation
Cost Factors
Response Ranking
Requirements

Award Process
Team Scoring
Supplier Portal : Supplier 2 Select Best Quote

Response 2 Price Requirements Responses

Cost Factors Comparison
Product Attributes
Requirements
Knockout Responses
Submit Award Decision
Surrogate Response : Supplier 3
for Approval
Automatic Award
Response 3 Recommendations
Cost Factors Complete Award
Requirements Create Purchasing Documents Award by
Spreadsheet
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material
Sourcing
Negotiation Statuses | Approvals
Negotiation Statuses

Draft Negotiation Building stage

Negotiation Approvals

Negotiation sent for suppliers &

Active
Suppliers submit their Quotations

Negotiation is closed and no supplier

Closed
responses are accepted

Award in Supplier responses are analyzed and

Progress Award decision is made
Negotiation Award ** Other Statuses
Approvals
Submitted For Approval
Negotiation Completed & Rejected
Completed
Purchasing Documents Created Amended

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Demonstration
➢ Negotiation: RFQ End to End Use Case Demo

➢ Sourcing Programs

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Sourcing
FSM Configurations
Functional Setup Manager Configurations Offering Features

Setup and Maintenance » Offering » Functional Area Setup and Maintenance » Actions » Go to Offering
Procurement » Sourcing Offering : Procurement » Opt In Features
✓ Manage Supplier Negotiation Approvals Functional Area : Sourcing » Edit Features
✓ Manage Supplier Negotiation Award Approvals
✓ Manage Sourcing Notifications | Specify Supplier News Content ✓ Full Supplier Profile Change Management
✓ Manage Sourcing Lookups ✓ Sourcing Programs
✓ Manage Negotiation Styles ✓ Manage Seller Negotiations
✓ Manage Supplier Questions ✓ Create Supplier Contracts from Negotiation Award
✓ Manage Attribute Lists ✓ Apply Internal Cost Factors in Supplier Negotiations
✓ Manage Cost Factors | Manage Cost Factor Lists ✓ Score Requirements Offline With Team Scoring Spreadsheet
✓ Manage Sourcing Value Sets
✓ Manage Sourcing Descriptive Flexfields
✓ Configure Negotiation Award Outbound Service

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

 Sourcing
Analytics and Reports : Infolets | OTBI | BIP
Infolets
Homepage and Landing Page Infolets
An infolet is a self-contained, interactive box-
shaped container used to display high-level,
aggregated, essential information using text
and charts for quick consumption at a glance,
and then can be acted upon as needed.
Homepage – Supports Custom Infolets
Landing Pages – Only Seeded Infolets
Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material
OTBI
Oracle Transactional Business Intelligence (OTBI)
Best used for
• Current state reporting and ad hoc analyses
• All real-time reporting needs
Source
• OTBI semantic data model,
• Based on flattened BI VOs
BIP
Business Intelligence Publisher (BIP)
Best used for
• Reporting for scheduled batch processes
• Pixel-perfect reporting
Source
• OTBI data model (recommended) or
direct SQL against source data model
 Sourcing
New Features (23 B-23 C)

1. Invite additional suppliers to participate in the negotiation process based on business need, after the large
negotiation is published
2. Export a range of response lines in large negotiations
3. Add requisitions to an existing negotiations
4. Capture New supplier items in Negotiations

Complete List of Features at Release Readiness Page

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material

Procurement Cloud
Useful Resources

➢ Oracle Documentation
➢ Cloud Customer Connect
➢ Oracle Cloud Applications
➢ Procurement Release Readiness
➢ Procurement Certification Details | 1Z0-1065-20
➢ PTT Workshop Schedules – List of all Workshops (Partner Trainings)

Support Note ID’s

• Fusion Procurement Master Content (Doc ID 2572812.2)
• Oracle Procurement Cloud and Fusion Procurement - Listing Of All White Papers (Doc ID 2177707.1)

Confidential – © 2020 Oracle Internal/Restricted/Highly Restricted: PTT Created Material