release procurement part 1

8/2/2019 Release Procurement Part 1

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2007 Solution Beacon, LLC. All Rights Reserved.

Release 12Release 12

Procurement Part IProcurement Part I --The Professional BuyerThe Professional Buyers Work Centers Work Center

Paul CyphersPaul Cyphers

[email protected]@solutionbeacon.com


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22 2007 Solution Beacon, LLC. All Rights Reserved.

22

If you have questions or feedback,please contact us at:

Release 12 [email protected]

A consolidated list of the questions and answers will be posted to the

Solution Beacon blog http://solutionbeacon.blogspot.com/

Real Solutions for the Real World.

Questions?Questions?


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Global Business ReleaseGlobal Business Release

Procurement OverviewProcurement Overview

Professional BuyerProfessional Buyers Work Centers Work Center

Highlights by ModuleHighlights by Module

More InformationMore Information

33

AgendaAgenda


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Global Business ReleaseGlobal Business Release

AJJ1


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Slide 4

AJJ1 divider slide master instead of detail masterAlyssa, 6/26/2007


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55

Release 12Release 12The Global Business ReleaseThe Global Business Release

Think GloballyThink Globally

CentralCentralRepositories andRepositories and

Data HubsData Hubs

Reporting andReporting andAnalysisAnalysis


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66

Release 12Release 12The Global Business ReleaseThe Global Business Release

Think GloballyThink Globally

Central Repositories and Data HubsCentral Repositories and Data Hubs

Reporting and AnalysisReporting and Analysis

Work GloballyWork Globally

User ExperienceUser Experience

Shared ServicesShared Services

ManageManage GloballyGlobally

SecuritySecurity

ConfigurationsConfigurations

Integration Repository (Integration Repository (iiRepRep))


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Release 12 Objectives

Subledger Accounting is meant to streamline transaction processingand promote information reliability, consistency, transparency, and

auditability Simplified process of complying with diverse external reporting

requirements

Uses a Shared Services Model to gain productivity savings, captureeconomies of scale, and dedicate resources to strategic supportsupports global purchasing

Delivers enhanced support for shared services, streamlinedreconciliation and close for purchasing and accounts payable

Shared services staff process transactions and run reports without

worrying about organizational boundaries


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Multi-Org Access Control (MOAC)Multi-Org Access Control

Eliminates need to switch application responsibilities Enables shared services while maintaining operating unit security

Multi-Org Security Profile Preferences

Enhanced Multi-Org Reporting

Multi-Org Integration with Accounting Setup Manager


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Business Drivers

Implement New Processes Outsourcing

Compliance

Strategic Objectives New product introduction

Growth

Mergers and acquisitions

Align Business Practices

Control and influence

Non-compliance

Meet Performance Goals

Cost Savings

Reduce cost of procurement

Cost avoidance

Cent er Led

Procurement


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Center Led Procurement

Oracle Purchasing provides features to enable consolidation of similarfunctions across all of your global business units as centralized

procurement or sourcing service centers and create autonomousprocurement business units within the enterprise.

Global Agreements - (blanket purchase agreements or contractpurchase agreements) with a supplier that can be shared betweenbusiness units.

Center-Led Procurement Automatic Sourcing - Sourcing rules,sourcing rule assignments and approved supplier lists (ASL) arecreated in the owning business unit.

Center-Led Procurement Accounting -Accounts are provided toensure proper financial reconciliation between the procuring businessunit and the receiving business unit using inter-company invoicing.


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Procurement Priorities

Strategic lever for bottom line improvement

Assess for insight and opportunitiesSource for cost savings

Enable buyers and suppliers to turn contracts into

commerce

Transact though management tools in order to

capture savings, compliance and efficiency

Manage continuous improvement in order to

maximize procurement performance


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Procurement OverviewProcurement Overview


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Oracle Modules (Advanced Procurement)

Sourcing improves strategic sourcing

iSupplier Portal secure portal with supplierSupplier Network electronic transaction service

iProcurement seamless ordering with web interface

Purchasing streamline processing along with complianceApproval Manager enhanced approval process

Procurement Contracts creates and enforces contracts

Service Procurement control and oversight of serviceseCommerce Gateway allows for electronic transfer

Purchasing Intelligence provides reports for compliance

drg3


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Slide 13

drg3 deserves a graphicdgeryol, 6/26/2007


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Purchasing New FeaturesNew User Interface for Oracle Purchasing Setups

Professional Buyers Work Center

E-Business TaxModel Complex Pricing for Blanket Line Items

Subledger Accounting for Budgetary Control Actions

Multi-Org Access Control (MOAC)

Document Publishing Enhancements

Maintain Sourcing Rules/ASLs for Agreement Items

Support for Unified Process Manufacturing/DiscreteInventory

Dual Unit of Measure Control

Material Status Control


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Advanced Procurement

Introduced in Release 11i, completed in Release 12:

Support for Complex Good and ServicesProcurement for Complex Services

Advanced Approval Support for Requisitions

Support for Contractor Purchasing Users

Chargeable Subcontracting

eAM Support for Services Procurement

Enhanced Multi-organization

Tax Capability

drg4AJJ2


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Slide 15

drg4 no mention of new supplier entry?dgeryol, 6/26/2007

AJJ2 I would split Enhanced Mult-Organization and Tax Capability into two points. Both are big enhancementsAlyssa, 6/26/2007


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Professional BuyerProfessional Buyers Works Work

CenterCenter


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Buyer Workbench

Requisitions

Orders Purchase Order and Releases

Agreements Blankets and Contracts

Deliverables Manage Contracts

Negotiations Access SourcingSuppliers Manage Supply Base


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Professional Buyers Work Center


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Purchase OrdersThe Buyer's Work Center Orders user interface optimizes

the standard purchase order creation and managementprocesses.

Buyers can edit and view delivery schedules and account

distributions across all order lines, thus eliminating the need

to drilldown on individual lines.For simple purchase orders that do not require staged

delivery schedules or multiple account distributions, buyers

can quickly enter all necessary information for the order in

the header and line sections, without having to navigate to

the schedules and distributions sections.


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Buyer's Work Center OverviewBased on a web-based user interface, the Buyer's Work Center is a centraldesktop from which buyers can efficiently perform their daily tasks. Youcan:

Access requisition demand in the Demand WorkbenchCreate a new standard purchase order, blanket purchase

agreement, or contract purchase agreement

Create and maintain supplier information

If Oracle Sourcing is licensed and implemented, create buyer'sauctions or sourcing RFQs

If Oracle Services Procurement is licensed and implemented, createand maintain purchase orders for complex work payments

If Oracle Procurement Contracts is licensed and implemented,author contract terms and manage deliverables

Create and personalize your own document views including list ofcolumns, where conditions, and sort sequences

Use predefined document views


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Requisitions Demand Workbench


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Standard Purchase Orders


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Purchase Order Management


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Purchase Order Lines


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Blanket Purchase Agreements


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Purchase Agreement Formats


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Buyers Work Center Modules

Sourcing create and manage negotiations

Contracts author clauses and managedeliverables

Services procurement of complex services

iProcurement execution of procurementprocesses based on above modules

AJJ3


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Complex Work Purchase Order

Complex work procurement always creates a default pay item

for the purchase order line. The type of Pay Item depends onthe Pay Item types enabled on the document style and also

the purchase order line type.

For Lines with a value basis of Quantity, only Milestone Pay Items

are possible, For Fixed Price Services and Fixed Price Temp Labor Lines, you

can create all three types of Pay Items

Complex work procurement requires an integration between

several Oracle Applications modules. The role that OraclePurchasing plays is primarily in the authoring and monitoring

portion of the Complex Work flow.

AJJ3


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Slide 28

AJJ3 Formatting - double bulletsAlyssa, 6/26/2007

AJJ4


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Advanced Approval Management

Support

Release 12 of Oracle iProcurement further expands and

enhances integration with the Oracle ApprovalsManagement product. This integration gives enterprises

even more flexibility to configure their business approval

processes. Key enhancements include:

Position Hierarchy based Approvals Parallel Approvals

Support for FYI Notifications

Graphical Display of Approval Chain

AJJ4


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Slide 29

AJJ4 iProcurement the i should be italicized

Don't italicize points

Alyssa, 6/26/2007


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With Release 12.0, more userWith Release 12.0, more user--friendly and intuitive webfriendly and intuitive web--

based user interfaces will replace the following existingbased user interfaces will replace the following existing

Oracle Purchasing setup forms.Oracle Purchasing setup forms.

The new UIs will also leverage MOAC, making it easier for systemThe new UIs will also leverage MOAC, making it easier for system

administrators to perform setups in multiple operating units inadministrators to perform setups in multiple operating units in the contextthe context

of a single application responsibilityof a single application responsibility

Module Setups

Define BuyersDefine Buyers

Define Approval GroupsDefine Approval Groups

Assign Approval GroupsAssign Approval Groups

Define Purchasing OptionsDefine Purchasing Options Define Receiving OptionsDefine Receiving Options

Define Line TypesDefine Line Types

Define Document TypesDefine Document Types

Control Purchasing PeriodsControl Purchasing Periods

Setup Expense Account RulesSetup Expense Account Rules

Define Hazard ClassesDefine Hazard Classes

Define UN NumbersDefine UN Numbers Define Quality Inspection CodesDefine Quality Inspection Codes

Define Job and CategoryDefine Job and Category

AssociationAssociation

drg5


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Modify Document Styles

Allows buying organization to control the look and

feel of the application to match the needs of thepurchasing documents:

Apply Display Names to Document Types

Create Styles for Complex documents Displays Name from Style Definition

Limits Line Types by Document Style

Displays corresponding attributes Display type in printed documents

g

Slid 31


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Slide 31

drg5 need to give more information on how this is accomplished. May warrant a couple slide demonstrating.dgeryol, 6/26/2007


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Printed Style Purchasing Document

drg6


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Oracle E-Business Tax New

Product

Configuration Options and Provider Service Subscriptions

Events and Configuration Owner OptionsTax Configuration Manager

Tax Determination Services

Centralized Tax Record Repository for Audit and ReportingTax Reporting

Tax Simulator

Guided Configuration

Slide 33


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Slide 33

drg6 pull slide from alfredo's presentationdgeryol, 6/26/2007


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E-Business Tax Integration


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E-Business Tax Detail


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Integration withIntegration with

Procurement ModulesProcurement Modules


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Release 12 iProcurement Themes

iProcurement is focused on three key themes:

Improved Content Management

Advancements in Requester DrivenProcurement

User Interface Upgrades


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iProcurement New Features

Enhanced Catalog Authoring

Difference Summary for Catalog ChangesUnified Catalog between iProcurement and

Purchasing

Advanced Approval Support

Enhanced Requester Driven Change OrderManagement

Requester Directed Sourcing

Confirm Receipt EnhancementsContractor Support in iProcurement

Work Confirmation Support


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iProcurement Screens


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iSupplier Portal Complex Contract Payments

Supplier Change Order

Supplier Managed User Maintenance Supplier Contact Management

Representation of Suppliers in the Trading Community Architecture(TCA)

New Supplier Setup User Interface

PO Status Tracking

Receipt Inquiry

Invoice Requests and Online Collaboration

Invoice & Payment Inquiry

Supplier Scorecard Supplier Self-Service Catalog Authoring

Multi-Org Access Controls


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Complex Work in the Procurement Suite

Complex services, such as outsourced high-value projectsthat require extensive collaboration between the buying

and supplying organizations. Oracle's Complex Workfeature streamlines all aspects of the acquisition processfor complex services including:

Negotiation of service contracts, financing and progresspayment arrangements

Tracking of work progress against an agreed schedule in thecontract

Processing of payment requestsOrganizations can improve the acquisition process of thisspend category

Fixed price contracts with interim progress paymentsbased on cost or milestones.


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Procurement Contracts

Rules based Clause Selection

Microsoft Word Synchronization

Contract Policy Standards and Deviations

Clause Usage Analysis

Professional Buyers Work Center Contract Workbench

Automatic Application of Contract Template

Complex Contract Payments Enhanced Electronic Signature Support


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Services Procurement

Complex Contract Payments

Advances and Recoupment of AdvancesProgress Payments milestone based

Retainage and Retainage Release

Negotiate Contracts for Complex Services

Work Confirmation

Supplier Collaboration

eAM Support for Fixed Price Services


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Retainage with Contracts


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Oracle Sourcing

Negotiation Styles

Complex Contract Payments Negotiation

Negotiation Requirements

Enhanced Catalog Management

Support for Contractors

Prospective and New Supplier Invitation

Control Supplier Participation Home Page Enhancements Negotiate Contract Purchase Agreements

Support for Very Large Number of Line Items on a Negotiation

Daily Business Intelligence for Procurement: Sourcing Dashboard

Daily Business Intelligence for Procurement: Supplier Scorecard Representation of Suppliers in the Trading Community Architecture

(TCA)


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Asset Management

Enterprise Asset Management Asset Operational Status Tracking

Consolidated Asset Repository Work Order and Employee Scheduling Enhancements

iSupplier Portal Enhancements

Maintenance Budgeting and Forecasting

Multiple Activity Preventive Maintenance (PM) Scheduling

Wireless Maintenance User Workbench

Complex MRO Minimum Equipment List (MEL) and Configuration Deviation

List (CDL)

Maintenance Technician User Interfaces

Reliability Framework

Serial Number Reservation

Configuration Access Control


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EAM Integration


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Release 12 [email protected]

A consolidated list of the questions and answers will be posted to the

Solution Beacon blog http://solutionbeacon.blogspot.com/

Real Solutions for the Real World.

Questions and AnswersQuestions and Answers