Professional Documents
Culture Documents
R12 Procurement
Agenda
Sourcing
PBWC Sourcing
Professional PO
Buyer
Award
11.5.10 Release 12
Catai
Cata Smart Forms
Catalog Content Zone
Realms
Category
…
Category A
Category B
Category C
iProcurement – Content Security
What’s New?
Category
…
Category A
Category B
Category C
we need to exclude a single
Supplier (e.g., X) from many
others (e.g., A-Z).
iProcurement – Content Security
What’s New?
• Once content rules have been completed, the Content Zone may
be assigned to all, or some, users:
• Increase Security
• Inclusion and Exclusion rules provide more control over
content.
• Responsibility and Operating Unit assignments enable specific
user sets to access specific catalog content.
• Improve Usability
• Single feature-set replaces and enhances functionalities
previously provided by Realms, System Profiles, Catalogs,
and Extractor.
Requester Driven Change Order Mgmt
Parallel Approval
• A requisition for furniture totaling $4,500 is created. The req will need to be
approved by the position hierarchy chain and the Facilities Management
Group.
Advanced Approvals Enhancements
Example – Add Viewers
Viewer
Usability Enhancements
Benefits
• Increase Flexibility
• Users can specify their search results layout preference: Paragraph or
Grid
• Users can maintain and manage multiple favorites lists
• Users have more options when searching using List of Values (LOVs)
• Requisitions
• View and Process Requisitions into Orders or Sourcing Events
• Orders
• Create and Manage Purchase Orders
• Agreements
• Create and Manage Blanket and Contract Purchase Agreements
• Deliverables
• Manage Procurement Contract Deliverables
• Negotiations
• Access Oracle Sourcing
• Suppliers
• Create and Manage Supply Base
Professional Buyer’s Work Center
Implementation Considerations
• Requisition Management – Profile Options
• PO: Document Builder Default Document Type
The document type that is defaulted into the document builder region.
Profile Value Description
Add to PO Add to an existing Purchase Order
New Auction Create a new Sourcing Auction
New PO Create a new Purchase Order
New RFQ Create a new Sourcing RFQ
Default Group requisition lines using the default grouping. One or more requisition lines
can associated with one purchase order line.
Requisition Group requisition lines using requisition grouping. One requisition line can be
associated with one purchase order line.
Professional Buyer’s Work Center
Customization and Extensibility Options
• Customers can create custom views using personalization
feature in all inquiry pages.
Professional Buyer’s Work Center
Benefits
• Increases Productivity
Enable/Disable Features
Document Styles
Implementation Considerations
• Document Styles is a new concept in Release 12. It is a configuration tool that reduces the
complexity of the application by allowing procurement managers to control the available
functionality and the display of PO documents.
• A document style is mandatory on a PO document. The style setting controls the document
display on the HTML UI for document creation, update, and viewing of individual document,
as well as the allowable values during the document creation and update.
• A style can only be applied at the start of document creation. It cannot be replaced with
another style or removed from a document.
• Standard Style: This will be the only seeded style and will be used for upgrade of the documents created
prior to R12.
• Non-standard style:
• Any new styles created in R12 are considered non-standard.
• Purchasing documents with these styles can only be created and
processed through the Work Center.
Multi-Org Access Control
Feature Description
OLD PROCESS
NEW PROCESS
Application
Responsibility A
XML Publisher
PO Output
Purchasing New in
XML Release 12.0
11.5.10
Purchasing
New in XSL-FO
Layout
Release 12.0
XML Publisher
PO Output
in Multiple Formats
Purchasing
XML
Release 12
Communicate Document Attachments
to Suppliers
Attachment Type 11i10 and r12
Before
Notes to Supplier
Long/Short Text
URLs
Maintain Sourcing Rules/ASLs for
Agreement Items
1. Min-max creates
New Process
Replenishment Request
Inventory for 116 Eaches
Min-Max
2. Apply Constraints
• Order Modifier
• UOM Conversion
• Rounding
New Quantity = 10 REQIMPORT
3. PO placed for 10
Purchasing
New UOM=Cases of 12 cases of 12
SUPPLIERS
E-Business Tax Integration
Feature Description
Note: Please refer to the e Business Tax TOI for more information on this feature
Model Complex Pricing for Blanket
Line Items Blanket
Pricing Agreement
Transactions
Line Price
Custom API
Requisitions
Price List
Orders
Blanket Purchase
Agreement
Advanced Pricing
Revise Pricing Price Lists, Modifiers New in
Data Release 12.0
Custom Pricing API
Auto-Approval Tolerances for Change
Orders
Set tolerances by
document type
New tolerance
attributes introduced
Advanced Approvals Support for
Requisitions
Description
• Parallel Approvals
• Notifications are sent out to multiple people simultaneously
to speed up the approval process
• Position Hierarchy Support
Advanced Approvals Support for
Requisitions
Parallel Approvals
• In 11.5.10, approvers for a given requisition are notified
sequentially
• To satisfy regulatory requirements (e.g. Sarbanes-Oxley
Act), organizations may need to involve more approvers
• With parallel approvals, several approvers can be
simultaneously notified for a given requisition, thus
speeding up the requisition approval process
• Parallel approvals can be setup within an approval group
or for individuals
Advanced Approvals Support for
Requisitions
Voting Method
• A Voting Method is a way of sequencing the
approvers within an approval group/chain of authority
• Types of voting methods
• Consensus
• All approvers must respond. Approvers will receive
notifications in parallel
• First Responder Wins
• Approvers will receive notifications in parallel, but only the
action of the first approver to respond will be recorded
Advanced Approvals Support for
Requisitions
Position Hierarchy Support
• In addition to the Employee/Supervisor Hierarchy
support, the integration with Oracle Approval
Management (AME) also supports Position Hierarchy
• Approval routing structures using positions and
position hierarchies remain stable, even if individual
employees leave their organization, or transfer within
it
Advanced Approvals Support
Example
• Business Rules:
• If requisition < $5,000, then requires approvals up to first
two positions up based on position hierarchy
―If the item’s category is [IT.EQUIPMENT] then require
approval from IT Approval Group
―IT Approval Group is in parallel to position hierarchy
approval chain
Advanced Approvals Support
Example – Approval List
• A requisition for computers totaling $4,500 is created. The req will need to
be approved by the position hierarchy chain and the IT Approval Group.
Advanced Approvals Support
Example – Approval List
Parallel Approval
• A requisition for computers totaling $4,500 is created. The req will need to
be approved by the position hierarchy chain and the IT Approval Group.
Advanced Approvals Support
Example – Add Viewers
Viewer Icon
Advanced Approvals Support
Example – View Req Status
Identify Suppliers Define Strategies Conduct On- Analyze & Approve &
& Opportunities & Negotiations Line Negotiations Award Issue
Identify Suppliers Define Strategies Conduct On- Analyze & Approve &
& Opportunities & Negotiations Line Negotiations Award Issue
Increase the Effectiveness & Efficiency of Strategic Sourcing
Efficient Online Negotiations
Slash Cycle Time by Eliminating Manual Processes
Support Compliance and Oversight Requirements
Expert-Based Authoring
Produce Compliant Contracts
Contract Industry • Configurable rules
Segment? drive terms selection
for complex contracts
Template
Government Commercial • Clauses default
.
based on product,
. supplier, contract
.
Over $50k?
value, etc.
• Author high quality
contracts with
No Yes minimal legal
supervision
Draft
• Streamline internal
collaboration and supplier
negotiation
Contract
Administrator by allowing key
stakeholders to be involved
in the contract review
Synchronize
Download process
• Improve contracting
efficiency while
reducing effort
Legal Supplier
• Minimize errors and risk
Review Acceptance from manual updates
Legal Supplier
Automatic Document Generation
Eliminate Manual Re-Keying
• Automatically
substitute
negotiated terms
in printed
document
• Easily tailor to
each business
unit’s standard
format – logos,
headers,
layout, etc.
Variable Substitution
• Generate
standard .pdf
business
document
Clause Usage Analysis
Search Contracts To Analyze Clause Usage & Modification
Quickly determine
number of incidents
* Requires iSurvey
Supplier Management User-Interface
Streamlined Supplier Profile Management
Thank You