(25C) Oracle Fusion Cloud Procurement: Procurement Implementation

Course Introduction

• Learning Objectives
• Introduction to Oracle Fusion Applications Suite
• Oracle Fusion Strategy
• Oracle Fusion Applications Strategy
• One Cloud for Your Entire Business
• Getting Started in Oracle Fusion Applications Suite
• Using the Navigator
• Setting User Preferences
• Work Areas
• Tasks Panel
• Saved Searches
• Task Tabs and Controls
• Configuring Table Columns
• Dialog Window
• Train Stops
• Demonstrations
• Practice
• Summary

Overview of Oracle Fusion Cloud Procurement

• Learning Objectives
• Topics
• Oracle Procurement Overview
• Oracle Procurement Applications
• Oracle Procurement: Applications Ecosystem
• Oracle Procurement: Product Strategy
• Oracle Procurement: Source-to-Settle
• Oracle Procurement: Strategic Procurement
• Sourcing
• Oracle Supplier Qualification Management
• Procurement Contracts
• Oracle Procurement: Transactional Procurement
• Oracle Procurement: Streamlined Procure-to-Pay
• Oracle Procurement: Unified Approval Workflow
• Oracle Supplier Portal
• Oracle Purchasing
• Oracle Transactional Business Intelligence
• The Complete Solution
• Oracle Procurement
• Procurement for Manufacturers
• Procurement Flow
• Oracle Procurement: Setup Flow
• Oracle Procurement: Deployment Environments
• Production Environment
• Nonproduction Environment
• How to Know When Your Oracle Procurement Is Ready
• Resources
• Summary

Introducing Functional Setup Manager

• Learning Objectives
• Topics
• Knowledge Prerequisites
• Key Resources for Prerequisite Knowledge
• What is Functional Setup Manager?
• Offering, Functional Area and Feature Hierarchy
• Streamline Support for Strategic Procurement
• Review Offerings and Prepare to Opt In
• Opt into Offering, Functional Areas, and Features
• Review What’s New and Opt into New Features After Upgrade
• Demonstration
• Practice
• Manage Setup Data with Complete Transparency to Requirements
• Manage Setup Data Using Functional Areas
• Related Setup Tasks
• Tasks with Scope
• Manage Setup Data Using Implementation Projects
• Create an Implementation Project
• Review and Assign Tasks
• Perform Assigned Implementation Tasks
• Practice
• Use Rapid Implementation to Simplify Setup
• Demonstration
• Manage Setup Data Entry in Bulk
• Export and Import CSV Processes
• Practice
• Efficient Setup Data Migration
• Setup Data Key Resources
• Resources
• Summary

Common Application Configuration and Procurement

• Learning Objectives
• Procurement Setup Flow
• Topics
• Common Applications Configuration: Overview
• Demonstration
• The Vision Corporation Story
• Vision Global Enterprise Model
• Defining Enterprise Structures Setup and Maintenance
• Enterprise Structures and Oracle Fusion Applications Suite
• Oracle Fusion Applications Enterprise Structures
• Oracle Fusion Applications Financial Enterprise Structures
• Enterprise Structures: Key Features
• Managing Locations for Procurement
• Manage Locations
• Location Sets
• Enhanced Global Search Framework
• Demonstration
• Reference Data: Overview
• Reference Data Sharing
• Reference Groups
• Determinant Types
• Sharing Supplier Site Reference Data
• Demonstration
• Defining Legal Entities for Procurement
• Legal Entities: Overview
• Defining Business Units for Procurement
• Managing Business Units
• Business Unit Model
• Using Business Units
• Business Unit Considerations
• Business Unit Security
• Business Unit Functions
• Other Business Unit Functions
• Business Unit Hierarchy: Example
• Business Units in the Procure-to-Pay Flow
• Assigning Business Unit Business Function
• Service Provider Model
• Service Provider Model: Example
• Procurement Business Unit Models
• Business Unit Scope in Setup and Maintenance Tasks
• Demonstration
• Inventory Organizations for Procurement
• Managing Inventory Organizations: Overview
• Inventory Organization Usage
• Demonstration
• Resources
• Practices
• Summary

Securing Oracle Procurement

• Learning Objectives
• Topics
• Oracle Fusion Cloud ERP: Security Implementation
• Oracle Fusion Cloud Applications Security Methodology
• Oracle Fusion Applications Security Key Concepts
• Security Reference Implementation
• Defining Data Security
• Practice
• Using Security Console
• Security Console Features Overview
• Practices
• Security Resources
• Summary

Defining and Managing Approvals

• Learning Objectives
• Topics
• Procurement Flow
• Approval Management for Procurement Setup and Maintenance
• Approval Management Foundation
• Approval Management: Overview
• Approval Management: Key Concepts
• Hierarchies and Job Levels
• Requisition Approval Stages
• Task Configurations
• Demonstration
• Managing Approval Groups
• Demonstration
• Approval Management for Procurement Using Approval Rules Setup Interface
• Defining Approval Management Rules for Procurement
• Managing Requisition Approvals
• Set Up Approval Notification Prefixes
• Conditions Using the Procurement Category Hierarchy Top Ten
• User-Defined Attributes
• Currency-Based Attributes
• Summation-Based Attributes
• Standard Attributes
• Troubleshoot Requisition Approvals
• Demonstration
• Practice
• Resources
• Summary

Setting Up Procurement: Common Functions

• Learning Objectives
• Procurement Setup Flow
• Common Procurement Setup and Maintenance
• Common Procurement Topics
• Purchasing Categories and Catalogs
• Using Basic Catalogs
• Common Procurement Topics
• Configuring a Catalog
• Defining Categories to a Catalog
• Defining Default Catalogs
• Procurement Category Hierarchy
• Common Procurement Topics
• Defining Supplier Configuration
• Specifying Supplier Numbering
• Specifying Supplier Lookups
• Defining Lookups
• Demonstration
• Defining Supplier Products and Services Hierarchy
• Demonstration
• Communicate New Supplier Notification and Documents
• Common Procurement Topics
• Defining Procurement Agents
• Common Procurement Topics
• Transaction Accounting for Procurement
• Transaction Account Builder
• Common Procurement Topics
• Defining Payment Terms
• Defining Payment Term Discounts
• Demonstration
• Defining Units of Measure
• Dual Units of Measure
• Dual Units of Measure: Example
• Dual Units of Measure: Item Setup in PIM
• Defining Carriers
• Defining Hazard Classes and United Nations (UN) Numbers
• Defining Freight Lookups
• Setting Purchasing Profile Options
• Managing Procurement Document Numbering
• Configuring Purchasing Tasks
• Purchasing Configuration Setup and Maintenance
• Purchasing Configuration Topics
• Purchasing Document Configuration
• Purchasing Line Types
• Demonstration
• Purchasing Document Styles
• Purchasing Change Order Templates
• Purchasing Document Descriptive Flexfields and Value Sets
• Purchasing Configuration Topics
• Defining Master Items for Purchasing
• Oracle Product Master Data Management
• Purchasing Configuration Topics
• Requisition Flexfields and Value Sets
• Purchasing Configuration Topics
• Defining Business Function Configuration
• Configuring Procurement Business Function – Main Tab
• Procurement Business Function Terms and Conditions
• Configuring Procurement Business Function – Document Types
• Procurement Business Function – Document Types
• Demonstration
• Configuring Requisition Business Function
• Configuring One-Time Addresses
• Managing Common Options for Payables and Procurement
• Financial Options and Procurement
• Default Distributions
• Automatic Offsets
• Automatic Offset by Primary Balancing Segment
• Automatic Offset by All Segments, Except Natural Account
• Currency Conversion
• Expense Accruals
• Self-Billed Invoices
• Demonstration
• Purchasing Configuration Topics
• Buyer Assignment for Requisitions
• Buyer Assignment from Source Agreement
• Manage Buyer Assignment Rules
• Defining Receiving Parameters for Procurement
• Manage Receiving Parameters
• Additional Purchasing-Related Setup
• Set up Transaction Manager to Monitor and Manage Workflow Tasks
• Set Up Access to Transaction Manager
• Transaction Manager Auto-Refresh
• Procurement Business Unit as Shared Service Center
• Shared Service Center Setup Steps
• Procurement by Way of a Subsidiary
• Subsidiary Procurement Setup Steps
• Business-to-Business Messaging
• Oracle Fusion Collaboration Messaging Framework
• Oracle B2B e-Commerce Gateway
• Use Deep Links to Speed Navigation
• Practices
• Resources
• Summary

Suppliers

• Learning Objectives
• Procurement Flow
• Topics
• Oracle Supplier Model
• Supplier Work Area
• Supplier Maintenance
• Supplier Address and Site Maintenance
• Supplier Contact Maintenance
• Prospective and Spend Authorized
• Supplier Mass Update
• Supplier Self Service Profile Management
• Approve Internal Changes on Supplier Profiles
• Approve Internal Changes on Supplier Profiles – Bank Accounts
• Use Approval Rules for Internal Supplier Profile Changes – Bank Accounts
• Approve Internal Changes on Supplier Profiles – Addresses
• Audit Supplier Profile Attribute Changes
• Set Up Auditing Supplier Profile Attribute Changes
• Supplier Customer Party Modeling
• Remove Mandatory Check on D-U-N-S Number, Taxpayer ID, and Tax Registration Number
• Configuring Sender Name and Email in Supplier Management Notifications
• Registering Suppliers
• Smart Data Services for Supplier Addresses
• Inbound Supplier Web Service (Part of SOAP)
• Configurable Automated New Supplier Notification
• Set up New Supplier Notifications with BI Publisher
• Configuring Sender Name and Email in Supplier Management Notifications During Registration
• Oracle Supplier Portal
• Oracle Supplier Portal Functionality
• Oracle Supplier Portal Benefits
• Oracle Supplier Model and Oracle Supplier Portal Setup and Maintenance
• Oracle Supplier Model Setup and Implementation
• Identifying Registration Webpages
• Configuring Registration Webpages
• Oracle Supplier Portal Setup and Maintenance
• Supplier Provisioning
• Create a Supplier User Category – SUPPLIER_USER
• Default Roles
• Provisioning Roles and Setting Defaults
• Additional Oracle Supplier Portal Setup
• Oracle Supplier Model Functionality: Demonstration
• Practices
• Resources
• Summary

Supplier Agreements

• Learning Objectives
• Topics
• Procurement Flow
• Oracle Purchasing
• Purchasing Documents: Key Concepts
• Supplier Agreement: Key Concepts
• Purchase Agreements Overview and Tasks
• Blanket Purchase Agreement: Main Tab
• Blanket Purchase Agreement: Controls Tab
• Blanket Purchase Agreement: Lines
• Blanket Purchase Agreement Line Detail and Price Breaks
• Populate Trading Partner Item Details on Agreements
• Purchase Items That Are Priced in Their Secondary UOM: Purchasing
• Ship-to Organization or Ship-to Location-Specific Price Breaks
• Consignment Agreement
• Demonstration
• Contract Purchase Agreement: Main Tab
• Contract Purchase Agreement: Master Contracts
• Contract Purchase Agreement: Controls Tab
• Controlling Requisition and Line Grouping into Purchase Orders
• Consolidate Online Requisitions into Fewer Purchase Orders
• Generate Separate Purchase Orders by Ship-To Location
• Grouping Imported Requisitions by Various Input Parameters
• Schedule Purchase Order Generation by Supplier Agreement Feature
• Demonstration
• Job Roles and Associated Duty Roles
• Purchase Agreement: Duty Roles and Tasks
• Contract Terms: Duty Roles and Tasks
• Resources
• Practices
• Summary

Procurement Catalogs

• Learning Objectives
• Topics
• Procurement Flow
• Self Service Procurement: Product Overview
• Self Service Procurement Setup and Maintenance
• Managing Self Service Procurement Profile Options
• Managing Information Template Value Sets
• Managing Information Template Descriptive Flexfields
• Demonstrations
• Procurement Catalog Category Hierarchy: Overview
• Category Hierarchy with Catalogs
• Featured Categories
• Demonstration
• Self Service Procurement Maintenance
• Catalog Work Area Tasks
• Supplier Content Map Sets
• Hosting Catalog Images in Oracle Content and Experience
• Demonstration
• Managing Catalogs
• Punchout to Externally-Hosted Catalog and Shopping Sites
• Configure Externally-Hosted Punchout Catalog and Shopping Sites
• Manage Shopping Search Index Synchronization
• Demonstrations
• Managing Public Shopping Lists
• Managing Information Templates
• Demonstration
• Managing Smart Forms
• Smart Forms for the Mid-Market
• Reusing Smart Forms
• Demonstration
• Managing Content Zones
• Display Configurable Contextual Item Details
• Enable Display Configurable Contextual Item Details for a Person or Group
• Demonstrations
• Practices
• Resources
• Summary

Requisitions

• Learning Objectives
• Topics
• Procurement Flow
• Vision Corporation’s Requirements
• Oracle Fusion Cloud Self Service Procurement
• Features of Self Service Procurement
• Accessing Self Service Procurement
• Enabling Self Service Procurement
• Requisitioning Catalog Superstore
• Setting Requisition Preferences
• Creating Requisitions
• Managing Requisitions
• My Requisitions
• Procure Goods from Preferred Sources During Catalog Shopping
• Create Requisitions with Item or Category Based Information Templates
• Create Multiple Distributions on Requisitions
• Change Description and Pricing for Catalog Items While Shopping
• Manage Approvers on Requisitions
• Manage Requisitions as Approvers
• Update the Preparer and Requester on Requisitions
• Populate Currency on Requisition Lines Automatically
• Internal Material Transfer
• Implementing Internal Material Transfer
• Supported SCM Flows
• Creating Requisitions to Replenish Consignment Stock
• Search and Select Items Using Item Attributes
• Select a Manufacturing Relationship to Create Requisitions
• Create Requisitions for Inventory Destinations
• Manage Requisitions Created Outside the Self Service Procurement
• Application
• AI Agents
• Demonstration
• Practices
• Resources
• Summary

Purchase Orders

• Learning Objectives
• Topics
• Procurement Flow
• Oracle Purchasing
• Purchase Orders Overview and Tasks
• Purchase Orders Versus Supplier Agreements
• Purchase Order Components
• Purchase Order: Main Tab
• Purchase Order Lines
• Purchase Order Schedules
• Purchase Order Distributions
• Purchase Items That Are Priced in Their Secondary UOM: Purchasing
• Electronic Signature for Purchasing Documents
• Purchasing Document Report
• Purchase Order Life Cycle
• Create Compliance Checklists for Purchasing Documents
• Demonstration
• Purchase Order Creation: Overview
• Create Orders Manually
• Purchase Order Lines with Negative Amounts
• Modifying Existing Purchase Orders
• Process Requisitions
• Purchase Order: Job Roles and Associated Duty Roles
• Purchase Order: Duty Roles and Description
• Change Purchase Order: Feature Highlights
• Common Purchasing Document Change Management
• Independent Change Order Life Cycle
• Configure External or Internal Change
• Comprehensive Audit Trail of Change
• Supplier Acknowledgment of Purchase Orders
• Purchase Order and Change Order Approval Notifications
• Descriptive Flexfield Inheritance between Requisitions and Purchase Orders
• Integration with Supply Chain Management Flows
• Purchasing for Project-Specific Work Orders
• Purchase Orders for Complex Services with Progress Payment Schedules
• Create Work Confirmation for Purchase Orders with Progress Payment
• Schedules
• Item Replacement
• Purchase Request Web Service and Business Events
• Resources
• Practices
• Summary

Self-Service Receiving

• Learning Objectives
• Topics
• Procurement Flow
• Oracle Fusion Cloud ERP
• My Receipts Work Area
• Self-Service Receiving: Key Features
• Self-Service Receiving Process
• Receiving: Receive Items
• Receiving: Create Receipt
• Receiving: Manage Receipts
• Demonstration
• Job Roles and Associated Duty Roles
• Implementation Considerations
• Practices
• Resources
• Summary

Setting Up and Managing Supplier Qualification Management

• Learning Objectives
• Topics
• Supplier Qualification Management
• Business Background: Key Challenges
• Supplier Qualification Management
• Tracking Qualifications for a Supplier
• Identifying Information Needs
• Question Library
• Qualification Areas
• Setup: Overview
• Qualification
• Qualification: Example
• Qualification Initiative
• Internal Surveys
• Supplier Qualification Management Life Cycle
• Integration with Supplier Registration
• Automated Scoring
• Automatic Evaluation
• Event Based Initiative and Qualification Creation
• Automation Errors Resolution
• Supplier Qualification Management: Demonstration
• Supplier Qualification Management Configuration Setup Tasks
• Defining Subject and Standards Organization
• Supplier Qualification Management Configuration Setup Tasks
• Manage Assessment Outcomes
• Supplier Qualification Management Configuration Setup Tasks
• Defining Document Numbering
• Configuring Automatic Search Results Display
• Defining Procurement Agent Security
• Creating a Registration Rule Set
• Set Up Assessment of Supplier Sourcing Eligibility
• Configuring Sender Name and Email in Supplier Qualification Notifications
• Practices
• Resources
• Summary
• Appendix A: Additional Slides of Setup Screens
• Create Question
• Add Translations for the Question Text
• Question Branching
• Mapping to a Supplier Profile Attribute
• Mapping to a Business Classification
• Qualification Area
• Qualification Model
• Appendix B: Additional Slides of Transactional Screens
• Initiatives
• Reviewing and Accepting Responses
• Evaluating Qualifications
• Evaluating Survey Qualifications
• Evaluating Assessments

Setting Up and Managing Sourcing

• Learning Objectives
• Topics
• Oracle Fusion Cloud Procurement
• Oracle Sourcing
• Oracle Sourcing Life Cycle
• Sourcing – Standard for Supplier Negotiations
• Quick Access to All Information
• Easy Negotiation Creation
• Easy Negotiation Attachment Management
• Enhanced Requirement Types
• Add Requirements with Generative AI
• Requirements Spreadsheet
• Question Library
• Negotiation Templates
• Sourcing Negotiation Styles
• Adding and Editing Requisitions to Create a Negotiation
• Enable Large Negotiations
• Manage Supplier Relationships
• Enforcing Supplier Eligibility in Negotiations
• Setting up Supplier Eligibility Enforcement in Negotiations
• Enable Supplier Eligibility Enforcement per BU
• Negotiating Retainage
• Team Scoring
• Supplier Portal
• Requirements Questionnaire
• Online Messages
• Supplier Response Repository
• Supplier Profile
• Surrogate Responses
• Alternate Response Bidding
• Alternate Lines
• Two-Stage RFQ
• Negotiation Monitor
• Sourcing Programs
• Award Analysis
• Negotiation and Award Approvals
• Configure Negotiation Approval Notifications
• Negotiation Abstracts
• Robust Spreadsheet Processing
• Supplier Response Line Upload Setup
• Set up Overall Supplier Response Ranking
• Rank Suppliers Based on the Composite Score
• Deriving Composite Score
• Deriving Composite Score: Example
• Apply Internal Cost Factors in Supplier Negotiations
• Offline Supplier Requirements Scoring with Excel
• Create Supplier Contracts from Negotiation Award
• Control the Create Supplier Contracts from Negotiation Award Process
• Update Blanket Purchase Agreement from Award
• View Negotiation Details for Purchase Orders and Agreements Created as Negotiation Award Outcomes
• Cancel a Negotiation
• Reopen Award Decision after Negotiation is Completed
• Initiate a New Round of Response
• Allow Parent Supplier Access to Negotiations in Supplier Portal
• Configuring Sender Name and Email in Sourcing Notifications
• Seller Negotiations – Seller Auctions
• Seller Negotiations – Submit Bids in Supplier Portal
• Audit Negotiation Changes
• PPM and Sourcing
• Sourcing Project Management
• Sourcing Functionality: Demonstrations
• Sourcing Functionality: Practices
• Sourcing: Setup and Maintenance
• Defining Requirement Sections
• Managing Cost Factors and Cost Factor Lists
• Managing Attribute Groups
• Managing Attribute Lists
• Notification Subscriptions
• Resources
• Summary

Procurement Contracts

• Learning Objectives
• Topics
• Enterprise Contract Management: Foundation
• Procurement Process
• Contracts: Process Flow
• Procurement Contracts: Features and Benefits
• Accessing Contracts from Procurement Applications
• Terminology in the Contracts Application
• Creating Contracts
• Creation Process
• Contract Approval
• Procurement Contracts: Roles
• Implementing Procurement Contracts
• Common Applications Setup Tasks
• Setup Tasks in Enterprise Contracts Setup
• Specify Supplier Contract Management Business Function Properties
• Manage Contract Role Sources
• Manage Contract Risks
• Manage Contract Types
• Manage Contract Request Types
• Manage Contract Line Types
• Performing Contract Terms Library Configuration
• Defining Clause Types
• Setting Up Clauses, Sections, Templates
• Notifying When Contracts are Shared in the Supplier Portal
• Procurement Contracts: Demonstrations
• Procurement Contracts: Practices
• Resources
• Summary
• Appendix A: Authoring Flow Screenshots
• Accessing Enterprise Contracts
• Creating a Contract
• Entering Header Information
• Contract Parties
• Creating Contract Lines
• Creating Lines
• Adding Contract Terms
• Contract Expert
• Contract Expert: Entering Variables
• Contract Expert: Answering Questions
• Checking for Contract Deviations
• Reviewing Contract Deviations
• Submitting for Approval
• Approval Notification
• Approval Notification Details
• Using Contract Wizard

Oracle Fusion Cloud Procurement Integration

• Learning Objectives
• Topics
• Oracle Procurement
• Procurement
• Manage and Automate the P2P Cycle
• Enhance Your Oracle On-Premise Procure-to-Pay
• Integration Options
• Getting Started with Integration
• Getting Started with Integration – Integration Methods
• Oracle Procurement Coexistence Strategies
• Coexistence: Modern Integrated Procure-to-Pay Comprehensive End-to-End Procurement and Payables
• Integration Options – Procure-to-Pay Cloud (P2P)
• Subledger Accounting to General Ledger Integration
• Procure-to-Pay to Accounts Payable Invoice Integration
• Oracle Procurement Coexistence Strategies
• Integration Options – Sourcing
• Demonstration
• Integration Options –Sourcing
• Integration Options – Procurement Contracts
• Reference Data
• Reference Data Integration: Example
• Inbound Supplier Web Service
• Resources
• Summary

Overview of Project-Driven Supply Chain

• Overview of Project-Driven Supply Chain
• Project-Driven Supply Chain
• Features of Project-Driven Supply Chain
• Actions to Use Project-Specific Manufacturing
• Additional Resources