sourcing isupplier
TRANSCRIPT
Oracle Sourcing /iSupplier
Yazan Al-Zabalawi
Agenda
• Oracle Sourcing.
• Oracle I Supplier.
• What’s New In R12.
Sourcing
The following are the Negations types available in Oracle Sourcing:
RFI: Request for Information used to qualify supplier and their goods or services.
RFQ: Enables Buyers to collect quotes for complex and hard defined goods or services.
Auctions: Enables buyers to solicit Bids for goods and services that are clearly defined.
Oracle Sourcing.
Features
• Create a RFQ.
• Create a RFI.
• Create a auctions.
• Supplier registration.
• Online discussions between Buyers and Suppliers.
• Awards.
• Allocating the quote to multiple suppliers.
Integration
• Oracle Purchasing.
• Oracle I supplier.
• Procurement Contracts.
I Supplier
Agenda
• Oracle iSupplier Portal Overview
• Supplier Registration
• Oracle iSupplier Portal Home Page
• Manage Orders
• Manage Shipments
• Hands On
• Receiving Information
• Invoice & Payment Information
• Supplier Profile Management.
Oracle iSupplier Portal Overview
What is Oracle iSupplier Portal?
• An Internet based Interactive Self Service Application
• Collaborative Capabilities Performing Common Business Applications
• Reviewing Purchase Agreements
• Initiating Purchase Order Changes / Performing Cancellations
• Managing Shipments i.e Advanced Shipment Notices
• Reviewing Customer Returns
• Self billing
Key Benefits Oracle iSupplier Portal
• Improve efficiency with trading partner self-service transaction processing.
• Strengthen supplier relationships, increase quality, and lower costs.
• Collaborate via the web for enhanced efficiency and better services.
Supplier Registration
Supplier Registration
• Self-service prospective vendor registration enable suppliers to register their interest in establishing a business relationship with the buying company.
• Once registered, the supplier can provide details about their company and describe the types of goods and services they provide.
Registration Link for New Suppliers
Registration Link for New Suppliers
Responsibilities Provided For Suppliers
Supplier Profile Manager
iSupplier Portal Full Access
Sourcing Supplier
Using Oracle iSupplier Portal Home Page
After login with User name and password provided in email, Supplier will view this home page
Pre requisites Before Transaction
Enter the mandatory details in Admin tab before transaction with buyer.
Supplier Profile Management
Overview
• Enables the supplier to manage key profile details used to establish or maintain a business relationship with the buying company.
• This profile information includes
Address information,
Names of main contacts,
Business classifications,
Banking details,
Category information about the goods and services that the supplier is able to provide to the buyer.
• Buyer administrators will review the details provided by the suppliers and use them to update the appropriate records in the buyer’s purchasing transaction system.
Key Benefits
• The supplier can benefit from managing their profile themselves.
• Enables the supplier to effectively represent to the buying company and update their profiles details as necessary, making important information accurate.
Supplier Details
• Enables the supplier can add to or change their profile information.
• The supplier can also add an attachment to their profile.
Business Classifications
• The supplier can claim classifications that are appropriate to their business and add any required classification details.
• Buyers can then audit the supplier’s qualifications.
• Once the supplier claim the appropriate classifications, buyer administrators are notified so they can review the details.
Product & Services
• Buying companies define product and service category sets that they use to categorize their supply base.
• The supplier can browse the list of goods and services and select all those that apply to their business.
• Buying companies can then use this information; some may use it to help generate supplier invitation lists for RFQs or for reporting.
Banking Details
• Enables the supplier to create and maintain their own bank account details and assign these accounts to multiple addresses within their company.
• Buying companies can then access and approve these details for propagation into their payables systems.
• The supplier can create and maintain bank account details that they want the buying company to use when they make payments to the supplier.
User Accounts
• Enables the supplier to view information regarding users that can access the Oracle iSupplier Portal application on behalf of their company
• Viewing user accounts is helpful for the supplier to track which suppliers are no longer with the company.
Oracle iSupplier Portal Ready for Transactions
Order Information
• Query Purchase Orders
• Acknowledging Purchase Orders
• Request Changes
• Initiating Cancellations
• Change History
Query Purchase Orders
Purchase Order Details
Purchase Order Acknowledgement
• Purchase Order- Acknowledgment • Orders qualified for acknowledging • Accepting or Rejecting Complete Order
Buying Company requests acknowledgement
of their purchase order
Supplier receives notification
requiring their response
Supplier Acknowledges the purchase order, Reviews the
details and Accepts or Rejects the order.
Notification sent to the Buyer
Purchase Order Acknowledgement
• Either acknowledge the order online, or accept or reject the order using the notification.
• The supplier can submit acknowledgments for an entire order, or for individual shipments.
• The supplier can also communicate change requests during acknowledgment.
Line &Shipment Modifications
Initiate Changes for Price, Quantity Order, Promised Date
Additional Change Requests
After submitting the changes, the purchase order status changes to Supplier Change Pending until the buyer approves the changes.
Change History
• Ability to track revisions as snapshot
• Current PO Vs. Previous PO
• Multiple Revision Tracking
Canceling Orders or Shipments
• The supplier can submit cancellation requests for an entire order or a particular shipment.
• The supplier can also submit changes and cancellations at the same time.
Agreements
• Supplier agreements are purchase agreements which the supplier have made with the buying company.
• On the Supplier Agreements page, supplier can review the details of those agreements, and the corresponding releases (orders) that have been created for a particular agreement.
Viewing Requests for Quotes
• Viewing requests for quotes (RFQs) enables the supplier to select possible negotiations to participate in with the buying company.
Manage Shipments
Overview
• Delivery Schedules
• Shipment Notices
• Receipts
• Returns
• Overdue Receipts
• On Time Performance
Delivery Schedules
• Delivery Schedules Due Date
Quantity Ordered and Received
Ship to Location
Ship to Location Address
Shipment Notices
• Shipment Notices Advanced Shipment Notice Advanced Shipment & Billing Notice View/Cancel Advanced Shipment & Billing Notice Create Routing Requests View Routing Responses
Shipments Due
Advance Shipping Notice (ASN)
• Supplier can alert the buying company of upcoming shipment deliveries.
• The details that can be specified on an ASN include:
Shipment Lines
Shipment Line Defaults
Packing Slip
Country of Origin
Bar Code Label
Container Number
Truck Number
Comments
Shipping Information
Advance Shipping Billing Notice (ASBN)
• The suppliers can enter billing information on a shipment notice to create an ASBN.
• An ASBN creates an invoice in the buyer’s payables system.
• To create an ASBN, the following billing details should be provided
Invoice Number
Invoice Amount
Invoice Date
Payment Terms
Freight Amount
Currency
Tax Amount
Remit To Site
ASN Creation Process Flow
View Shipments Due
Add To Shipment Notice
Enter Shipment Header Details
Enter Shipment Line Details
Submit
Notification sent to Buyer
Shipment Header
Shipment Lines
View/Cancel ASN/ASBN
• When supplier cancels an ASN or ASBN, the system sends a notification to the buyer.
• When supplier cancels an ASBN, both the shipment notice and corresponding invoice that was issued in the buyer’s payable system are canceled.
• Canceling a shipment notice cannot be undone.
Overdue Receipts
• Enables the supplier to view the details of past due purchase order shipments.
Receiving Information
Receiving Information
• Enables the supplier to view their receipts, returns, and delivery performance.
• The receiving information that can be viewed includes:
Receipts
Returns
On-Time Delivery Performance
Viewing Receipts
Viewing Returns
On-Time Delivery Performance
• Enables the supplier to view the delivery status of the shipments made against purchase orders.
• The supplier can view their performance for timeliness of deliveries.
Viewing On-Time Delivery Performance
Invoice & Payment Information
Overview
• Creating Invoice
• Payable Invoice Import
• Invoice validation
• Viewing Invoices
• Viewing payments
Submitting Invoices
• The supplier can submit an invoice online to the buying company based on the purchase order lines they have fulfilled.
• The supplier can invoice against open, approved, standard, or blanket purchase orders that are not fully billed.
• They can enter a credit memo against a fully billed purchase order (use negative quantity amounts to enter a credit memo), as well as invoice against multiple purchase orders.
• The supplier can also partially complete an invoice, save it, and submit it later.
• After the supplier submits an invoice, they cannot change the invoice. In order to make adjustments to a submitted invoice, a credit memo can be created against the same purchase order items to net out the invoice charges.
Invoice Creation
Viewing Invoice Information
• Enables the supplier to view the history of all their invoices by the buying
company.
Viewing Payment Information
• Enables the supplier to view the history of all the payments to their invoices completed by the buying company.
What’s New In
R12
• Buyers set up the minimum requirement scores that
suppliers must attain to remain in the negotiation
shortlist. Suppliers scored below the specified
minimum are automatically removed from the
shortlist. Suppliers excluded from the shortlist are
not eligible for awards.
Knockout Suppliers from the Shortlist
Description
• Knockout Criteria based on requirement Scores
(subjective or objective)
• Oracle Sourcing identifies quotes that do not meet
the minimum criteria and excludes them from the
shortlist
Knockout Suppliers from the Shortlist
Description
No (0)
Are you ISO certified?
Quote 990 Quote 988 Are you ISO
certified? Yes
(100)
Quote 990 is excluded from Shortlist because it didn’t meet the Knockout minimum
Knockout Results
Are you ISO certified?
Knockout Minimum: 100
• Remove non-compliant responses automatically
Define minimum knockout criteria and let Oracle Sourcing
enforce it
• Focus on the quotes that meet the minimum criteria
Analyze in detail only quotes that are worthwhile
• Streamline sourcing process
Shorter analysis cycle results in faster award decisions
Knockout Suppliers from the Shortlist
Benefits
Create Negotiation
Receive Bids
from Suppliers
Score bids
Knockout Suppliers from the Shortlist
Setup and Process
PROCESS
Knockout Suppliers
Perform additional
analysis and award
activities
Requirements
automatically
scored?
Yes
No
Negotiation
close
Additional
requirements
to score?
No
Yes
Knockout Suppliers from the Shortlist
Setup – Create Neg.: Knockout Score
Enter knockout score for
automatically and manually
scored requirements
Knockout Suppliers from the Shortlist
Process – Knockout Results
Some responses remain in the
shortlist, others are reinstated.
• Enhanced Team Scoring Support
Buyers define scoring teams that are responsible for
evaluating different requirement sections. Members on a
scoring team score each quote for sections assigned to their
team. Upon completion of the scoring process, Oracle
Sourcing computes the average team score for each
requirement and section. Once scoring is locked, scores
from all teams are summed together and included with the
objective (automatic) scores to determine the overall score
for the response.
Team Scoring of Requirements
Description
Team Scoring of Requirements
Description
• Each Team Member
has a Score Sheet for
each response
• Each Team Member
scores each
Requirement for the
assigned Section
• Oracle Sourcing
calculates average of
Team Member Score
Sheets to determine
Section score
• Sum of Team scores
determines overall
response score
Quality Control Team
Technical Team
Technical Capabilities (40% weight)
Commercial Team
Price (40% weight)
Past Performance (20% weight)
Quote 988
• John = 90
• Mary = 85
• Sue = 80
• Sue = 75
• Doug = 80
• Tina = 85
• Alan = 90
• Mark = 80
Technical Capabilities = 34
Price = 32
Past Performance = 17
TOTAL SCORE FOR QUOTE:
83
Team Scoring of Requirements
Description
• Additional features
New collaboration team role: Scorer
Hide pricing information from specific team members
Full members can override overall score
• Reduce analysis time with online team scoring
Scorers work in parallel on their scoring sheets
Buyers do not need to compile the figures from different
team members
• Minimize buyer’s administrative role in the scoring
process
Oracle Sourcing coordinates team scoring effort
At any time, buyers can query scorers status
• Increase bid evaluation transparency
Share commercial terms with scorers on as-needed basis
Archived audit trail of team member scores
Team Scoring of Requirements
Benefits
Team Scoring of Requirements
Process – Create Neg.: CollaborationTeam
• New Scoring Only Access on Collaboration Team
Cannot edit negotiation
Ideal for non-buyers that need to evaluate responses
Team Scoring of Requirements
Process – Create Neg.: Scoring Teams
Detailed instructions per team
Control price visibility
by scoring team
Team Scoring of Requirements
Process – Score Responses
Scorers evaluate the quote sections
assigned to their teams.
<Insert Picture Here>
Enriched Bidding &
Analysis Spreadsheet
119
Enriched Bidding & Analysis Spreadsheet Description
• Provide formatted output for response and analysis
flows
• Download information at all levels to one file
• Support additional Sourcing features
• Use spreadsheet formula for instant analysis
• Contain color-coding for required and optional fields
Enriched Bidding & Analysis Spreadsheet Business Value
• Minimize errors for data entry
• Increase efficiency for data analysis
• Eliminate hassle to load and maintain various
spreadsheets for the same negotiation
• Improve overall user experience
Enriched Bidding & Analysis Spreadsheet Process - New XML Spreadsheet
Color-Coded
Required and
Optional Fields Multiple
Worksheets in
One File
Formatted and
Protected
Worksheet
Enriched Bidding & Analysis Spreadsheet Process - Response Lines
Predefined
List of
Values
Bid Total
Calculated
Instantly Line Filter
Link to
Scoring
Worksheet
Enriched Bidding & Analysis Spreadsheet Setup - Concurrent Processing
Maximum Number of Lines
• Threshold will be divided by 5 for XML Spreadsheets
Maximum Number of Errors
• Same value will be shared with Tab-Delimited Spreadsheets
124
Enriched Bidding & Analysis Spreadsheet Process - Analysis - Header Requirements
Weighted Scores
Calculated Instantly
Assess Weight
Impact for
Requirements Evaluate and
Assign Scores
for Suppliers
Rich Text
Support
125
Enriched Bidding & Analysis Spreadsheet Process - Analysis - Lines
Award and Savings
Amount per Supplier
Calculated Instantly
Side-by-Side
Bid
Comparison
Overall
Savings
Calculated
Instantly
Perform
What-If
Analysis
<Insert Picture Here>
2 Stage - RFQ
Two-Stage RFQ Description
• RFQ Creation
Creation of RFQ includes explicit and implicit classification
of sections as Technical and Commercial
Header Requirement Sections are classified explicitly as
Technical or Commercial
Contract Terms, Line Level Attributes, Notes etc are
implicitly classified as technical
Quote Price, Cost Factors, Price Tiers and Price Breaks,
Complex Work elements are all implicitly classified as
commercial
RFQ is sealed
Applies to both Standard and Large Negotiations
Two-Stage RFQ Description
• Enhancements to Tools
Requirement Lists can be created explicitly for Two-Stage
RFQs
Templates can also be marked as Two-Stage and used
while creating a Two-Stage RFQ
Classification of Requirement Sections visible in print view
of negotiation in both buyer and supplier views
• Quote Creation and Submission
Suppliers submit a single quote in response to the RFQ
Attachments are tagged as ‘From Supplier: Technical’ or
‘From Supplier: Commercial’
Two-Stage RFQ Description
• 2 Stage Evaluation Process Only technical sections are unlocked
Quotes may be disqualified, automatically knocked out or manually dropped from short list
After short listing, buyer concludes technical evaluation stage by executing Complete Evaluation: Technical
Commercial sections of quotes not short listed for commercial evaluation will be sealed forever
Quotes cannot be further short listed after commercial sections are unlocked
Analyze by Quote page allows comparison of responses to Header Requirements that are classified as technical
Award Optimization can be run only on quotes short listed from technical evaluation
Two-Stage RFQ Description
• Team Scoring
Enhanced to allow scoring in both technical and commercial
stages
Scoring only on responses to technical sections during the
technical evaluation stage
Scores from technical stage cannot be edited by scorers during
commercial evaluation
• Commercial Evaluation & Award
Only quotes short listed from technical evaluations are available
for evaluation, analysis and award actions
Unlocking commercial sections allows the entire quote to be
visible
• New Notifications
New notifications added to communicate status of quote
Two-Stage RFQ Business Value
• Aids in evaluation of supplier responses in two distinct stages
• Checks and balances are built in to ensure that no commercial terms are visible during technical evaluation
• Data Security - commercial sections of quotes not short listed during technical evaluation can never be unsealed/unlocked
• Transparency of process across user groups by way of RFQ statuses and notifications
• 2 Stage RFQ is often mandatory in the Public Sector industry and certain Government organizations
Two-Stage RFQ Process – Negotiation Creation
Two-Stage RFQ
Process – Quote Creation (Requirements)
Two-Stage RFQ
Process – Abstract & Forms
• To enable Two-Stage check box in the Abstract
Add the field Two-Stage RFQ to the abstract
The Check Box will be displayed only for a Two-Stage RFQ
Two-Stage RFQ Process – Technical Evaluation
Commercial Sections
cannot be scored during
technical evaluation
Two-Stage RFQ Process – Commercial Evaluation
Quote not available for
comparison. Also note that the
Quote Total is sealed
Quote not short-listed from
technical evaluation
Thank You……..