Vision Demo - How To Create And Demonstrate The Contingent Worker Flow In

Purchasing (Doc ID 1081288.1)

Modified 06-APR-2010

Type HOWTO

In this Document

Goal
Solution

Applies to:
Oracle Purchasing - Version: 11.5.10.2 to 12.1.2 - Release: 11.5
Information in this document applies to any platform.

Goal
To demonstrate the Contingent Worker Process in the Oracle Purchasing Module.
1. - Utilize a Seeded Login to create a Contractor Based Requisition
2. - Autocreate the Requisition into a Labor Based Purchase Order
3. - Create the Contingent Worker Employee and View the Employee Record
4. - Enter a Timecard as the Contingent Worker - and then Approve the Timecard created
5. - Execute the processes related to creating the Receipt and Invoice

Solution
Utilizing the Oracle E-Business Suite - Vision Demonstration Database - it is possible to conduct the contingent worker flow using the following logins:
operations/welcome - Used for majority of the setups
cbrown/welcome - Utilized for approval of the contingent worker employee creation
mfilo/welcome - this is created during the contingent worker flow process

Login as the Operations/welcome

Choose iProcurement as the responsibility.

Once in iProcurement - choose the Contractor Request link under the shop tab.

- Select Rate Based Temporary Labor

- Enter a Start Date
- Choose the Job as ENG400.Engineer
- Requester and Location will Default In as Pat Stock (which is tied to the Operations Login).
- Job Details will default
- Contact Information should be the name of the contingent worker which is to be created
- Choose Continue

With User Preferred Suppliers selected, go ahead and choose Suggest Supplier and Contractor
- Choose a Supplier of Choice - Allied Manufacturing is a seeded supplier
- Give the Contractor First and Last Name
- Unit of Hour is defaulted, give a Target Rate and Labor Amount
- Choose Add to Cart

Choose Checkout button to progress through iProcurement Checkout

Again Choose Checkout Button

Choose the Next button off to the right to continue submission of the requisition cart.

This screen is showing approval routing - which should not be required.

Choose Next

Choose Submit button to engage the approval process.

The requisition has now been submitted for Approval.

To view the status of the requisition - choose the Requisitions tab in iProcurement. The requisition is now approved.

Now change responsibilities to the Purchasing, Vision Operations (USA) and select the Autocreate menu option.

Query back the requisition that was created. Choose the Automatic Button to engage the Autocreate Process

Click the Create button to create the Purchase Order.

The Purchase Order is now created.

The Contractor First and Last name is present in the Temporary Labor tab.

Choose the Approve button which brings up the Approval Submission form. Choose Ok to submit the Purchase Order for Approval
The Operations Login should have proper authority to Approve

The Purchase Order is now Approved.

Go back to the Main Web Page Form - and choose Full List to view the Notifications Full List

A notification is present regarding the approval of the Purchase Order which was just created and Approved.
Open this Notification for review

Choose the Link Create Contractor Assignment - this will bring up the web forms to define the actual contingent worker employee.
If an error appears regarding Insufficient Priviliges - it means that the User which you are using does not have the responsibility - Manager Self-Service
By Default, the Operations login will have this responsiiblity

Enter the Last Name and First Name and other various fields to be used.
Choose Continue

Enter the fields - more details.

Continue to the bottom and complete the details. Choose the Next Button

The details of the Purchase Order created will now default. Click the Next button.

The rate is shown - again choose Next.

By Default the Manager drops in - which will be the supervisor of the contingent worker employee record. The Effective Transfer Date will also default
Choose Next

The details of the contingent worker employee creation record are now shown. Click the Submit button.
Notice that it routes to Casey Brown (Vision Seeded User) for Approval

Login as cbrown/welcome

A Notification requesting approval is present in the top of the list. Select this notification

Details of the proposed employee - contingent worker - are given. Choose Approve. Exit as the cbrown/welcome user

Login to the system again as operations/welcome

Choose Human Resources, Vision Enterprises - People/Enter and Maintain

Search on the new Contingent Worker Employee

Choose the Assignment button to view the assignment details - where Purchasing Information is stored.

Choose the Supplier tab - note that the Purchase Order is being referenced. This is the employee/purchase order association.
-------------------------------------------------------------------------------The following two screen prints apply to release 12.1.1 ONLY - where new functionality was introduced to allow multiple purchase orders to be linked to a
contingent worker. Details on how to implement the menu option in the Others button are available in Note 1068719.1

Choosing Others/Purchase Order Information will spawn a web form.

Here records relating to other Purchase Orders can be entered.

This functionality (above) is only available in release 12.1.1 and onwards.
-------------------------------------------------------------------------------Still using the Operations Username/login - move to System Administrator - Security/User/Define

Create the new username/password combination - and associate the login to the newly created contingent worker employee. Assign the responsibility OTL,
Operations - this will be used to create a timecard for the contingent worker.
Exit the system as the operations username.

Login as the newly created contingent worker user.

Choose the newly assigned responsibility OTL, Operations

Choose the menu option to Create Timecard

Proceed to enter the timecard information - choosing the Purchase Order number, line and also giving the hourly rate. Click the Continue button.

Proceed to submit the timecard.

Confirmation will be given showing a successful submission.

Exit the system as the user mfilo or whatever the contingent worker username that was created.
Login as the operations/welcome user (supervisor to the contingent worker) - so as to approve the timecard.

Select the notification for the timecard.

Details of the timecard are given, proceed to choose the Approve button in the notification.

Logging in again as mfilo (contingent worker username) confirms the time card was approved.

Still as the operations/welcome login - navigate to Purchasing, Vision Operations (USA) and choose Reports/Run. Submit the request - Retrieve Time from
OTL
This request will populate the Receiving Tables - rcv_transactions_interface and rcv_headers_interface with the data required to create a receipt

The Receiving Transaction Processor is spawned automatically (in 12.1.1) as the Retrieve Time from OTL request runs.

Once the Receiving Process completes, the Pay on Receipt Autoinvoice program is executed. This concurrent program will insert data into the
ap_invoices_interface and ap_invoice_lines_interface table
The data can then be imported into the Payables Module - and then accounted/paid

For more Vision Demo Notes, please see Note 1075748.1 : Vision Demo Document Index Procurement)