R12.2.9 Oracle iProcurement Fundamentals

Oracle iProcurement Procure to Pay Lifecycle Overview

• Objectives
• Procure to Pay Lifecycle
• Oracle Procure to Pay Process
• Demand: Requisitions
• Source: RFQs and Quotations
• Suppliers
• Quiz
• Purchase Orders
• Quiz
• Receiving
• Invoicing
• Payment
• Overview of Oracle Application Integration
• Summary

Oracle iProcurement Overview

• Objectives
• Procure to Pay: Oracle iProcurement
• Oracle Advanced Procurement
• Oracle iProcurement In E-Business
• E-Business Suite Integration
• Procurement Suite Integration
• Key Functionality of Oracle iProcurement
• Oracle iProcurement Content Management
• Content Zones
• Stores
• Shopping
• Overview of Checkout
• Approval and Document Creation
• Quiz
• Overview of Receiving
• Center-Led Procurement
• Oracle iProcurement Shopping Data Flow
• Quiz
• Oracle iProcurement: Submit Request Data Flow
• Quiz
• Oracle iProcurement Setup Overview
• Oracle iProcurement Setup Steps
• Summary

Oracle iProcurement Content Management

• Objectives
• Procurement Process: Oracle iProcurement
• What Are iProcurement Catalogs?
• Why Use Catalogs?
• What Is an iProcurement Store?
• Where Does the Catalog Content Come From?
• Oracle iProcurement Content Management
• Local or Buyer-Hosted Content
• External or Supplier-Hosted Content
• External Marketplace-Hosted Content
• Choosing Content
• Requirements of Local Catalogs
• Requirements of Supplier-Hosted Content
• Requirements of Marketplace-Hosted Content
• Utilization of Catalog Content
• Control Content Using Content Zones
• Stores: Pulling It All Together…
• iProcurement Catalog Administration
• Creating Local Content
• Oracle iProcurement Content Management Review
• Oracle Content Utilization Types
• Local Content
• E-Business Suite Local Content
• Quiz
• Uploading Local Content
• Before Uploading Content
• Upload Content: Resource Files
• Item Content That You Upload
• Uploading Local Content
• Content Upload And Document Types
• Automatically Uploading Shopping Categories
• Price Lists That You Upload
• Online Content Authoring Flow
• Upload Content Authoring Flow
• Sample Item Spreadsheet Upload
• XML: More Catalog Control
• XML Upload Items File Structure
• Uploading Items: Spreadsheet Compared to XML
• Sample XML Administrative Section
• Sample XML Data File Structure
• Sample XML Document Header Section
• Sample XML Document Lines Section
• Sample XML Data Item Section
• Sample XML Data Price Section
• Loading Local Catalog Images
• Sample Uploads for Image Files
• Maintaining Items and Prices
• View Loader Job Status
• View Document Upload History
• Catalogs, Content Zones, And Stores
• iProcurement Catalog Administration: Manage Stores
• Content Zones
• Why Content Zones?
• Creating A Local Content Zone
• Applying Content Security Rules
• Applying Content Security Rules In Stores
• Creating A Punchout Zone
• Creating An Informational Zone
• Creating Smart Forms
• What Are iProcurement Stores?
• Managing Stores
• Remote Catalog Content
• Oracle iProcurement Catalog: Management Review
• Oracle Content Zone Types Review
• What Is Punchout?
• What Is Transparent Punchout?
• Oracle iProcurement Punchout Models
• Quiz
• XML: The Language of a Punchout
• Comparing a Supplier Punchout to a Marketplace Punchout
• Model 1 & 2 Technical Overview
• Models 3 & 4 Technical Overview
• Deciding on a Punchout Model
• Punchout Management
• Basic Punchout Setup Steps
• Oracle Exchange Punchout Setup
• Supplier Punchout Setup
• Administer Oracle iProcurement Catalog Structure
• Catalog Structure Components
• Local Catalog Structure: Categories
• Local Catalog Structure: Items
• Creating and Modifying the Catalog Structure
• Online Schema Maintenance
• XML Upload Schema File Structure
• Sample XML Schema File
• Sample XML Schema Section
• Manage Base Descriptors
• Manage Item Categories
• Managing Descriptors
• Manage Category Hierarchy
• Sample iProcurement Table of
• Map iProcurement Categories
• Map Purchasing Categories
• Shopping Category Mapping
• Uploading Categories and Descriptors
• Catalog Search Components
• Types of Catalog Searches
• Search Results Display: Paragraph or Grid
• Special Characters in Catalog Searches
• Filtering and Sorting
• Search Descriptor Characteristics
• Searchable Base Descriptors
• Search Results Visible Base Descriptors
• Rebuild Catalog Indexes
• Search Engine Setup Impact
• iProcurement Catalog Administration
• Setup Considerations
• Local Catalog Setup
• Profile Options for Uploading Local Content
• Supplier-Hosted Setup
• Marketplace-Hosted Setup
• Profile Options for Punchout
• Decide on a Catalog Source
• Considerations for Local Catalogs
• Considerations for Supplier-Hosted Content
• Considerations for Marketplace-Hosted Content
• Considerations for Security
• Summary

Oracle iProcurement Requisitions

• Objectives
• Procurement Process: Oracle iProcurement
• iProcurement Flow
• iProcurement Home Page
• iProcurement Preferences
• Shop For Goods and Services
• Basic Shopping Flow
• Basic Checkout Flow
• Checkout Step-by-Step
• Review & Submit
• Enter iProcurement Users
• Document Routing Option #1: Employee/Supervisor Relationship
• Document Routing Option #2: Position Approval Hierarchy
• Quiz
• Run Fill Employee Hierarchy Process
• Document Routing Option #3: Oracle Approvals Management
• Give Access to the Users
• My Notifications Region
• Center-Led Procurement
• Set up iProcurement Shopping Defaults
• Oracle Applications Framework
• OAF / iProcurement Personalization
• Setting Up iProcurement Information Templates
• Smart Forms
• Quiz
• Internally Sourced Requisitions Overview
• Internally Sourced Requisitions Details
• Internally Sourced Requisitions Prerequisites
• Change Management for Internal Requisitions
• Services Procurement: Contractor/Service Request
• Oracle Services Procurement
• Services Procurement: Contingent Labor Flow
• Oracle Procurement Feature Comparison
• Requisition Management Actions
• Copying Requisitions
• Canceling Requisitions
• Change / Resubmit Requisitions
• Quiz
• Requisition Statuses
• Requester Change Order
• Requester Change Order Approval
• Procure to Pay Lifecycle Tracking
• Internally Sourced Requisitions Overview
• Internal Requisition Integration
• Internal Requisitions: Setup Requirements
• Internal Requisition Process
• Setting Up Oracle iProcurement Responsibility and Function Security
• Approval and Document Creation
• Automatic Purchase Order Creation
• Automatic Release Creation
• Oracle iProcurement Requisition Approval
• Integration with Oracle Approvals Management
• Workflows Used by Oracle iProcurement
• PO Create Documents Workflow
• Accounting Considerations for Oracle iProcurement
• PO Account Generator Workflow
• Account Creation Overview
• Expense Account Rules
• Tax Calculation
• Grants Accounting and Hazard Information
• Attachments and Special Requisitions
• Procurement Card Support
• Procurement Card Flow – Order
• Quiz
• Procurement Card Flow – Invoice
• Procurement Card Flow – Reconciliation
• Setting Up Credit Card Programs in Oracle Payables
• Code Sets Window
• Card Programs Window
• GL Account Sets Window
• Credit Card Profiles Window
• Credit Cards Window
• Credit Card Workflows
• P-Card Setup for iProcurement
• iProcurement Profile Options
• Notification Routing Rules
• Personalizing the Home Page
• Home Page Logo
• Purchasing News
• Purchasing Policies
• Descriptive Flex Fields In iProcurement
• Requisition Implementation Considerations Checklist
• Important Points to Remember
• Summary

Oracle iProcurement Receiving

• Objectives
• Procurement Process: Oracle iProcurement
• Key Functionality of Oracle iProcurement
• Oracle iProcurement Receiving
• Overview of Procurement Receiving
• Oracle iProcurement Receipt Routing
• Receiving in Oracle iProcurement
• Quiz
• Receiving Orders in Oracle iProcurement
• Receiving Home Page Functions
• iProcurement Receiving Process
• Quiz
• Finding Your Receipts
• Oracle iProcurement Receiving
• iProcurement Receiving Process
• Entering Returns in Oracle iProcurement
• iProcurement Receiving Process
• Entering Corrections
• Difference Between Returns and Corrections
• Receipt Header in Oracle iProcurement
• Receipt Line in Oracle iProcurement
• The PO Confirm Receipts Workflow
• Purchasing Receiving Setup
• iProcurement Profile Options
• iProcurement Receipt Function Security
• Additional Receiving Considerations
• Receiving Comparison
• Data Mapping Considerations
• Data and Reporting Considerations
• Optional Components
• Receiving Open Interface
• Overview of Payment on Receipt
• Quiz
• Summary

Oracle iProcurement Setup Steps

• Objectives
• Procurement Process: Oracle iProcurement
• Oracle iProcurement Integration with Oracle Applications Impact on Setup
• Oracle iProcurement Setup Overview
• Quiz
• Oracle Applications Setup Overview
• Oracle Applications Setup Overview – 2
• Oracle Applications Setup Overview – 3
• Oracle Applications Setup Overview – 4
• Oracle iProcurement Setup Overview
• Perform Oracle iProcurement Specific System Administration Setup
• Verify Profile Options That Impact Oracle iProcurement: Oracle Applications
• Verify Profile Options That Impact Oracle iProcurement: Oracle Purchasing
• Verify Profile Options That Impact Oracle iProcurement
• Requisition Templates
• Define Information Templates
• Set Up Catalog
• Additional Implementation Considerations
• Training Considerations
• Oracle iProcurement Features to Consider
• Custom Package Implementation
• Page-Specific Customization
• Quiz
• Summary