Oracle iProcurement

IProcurement Introduction
Empowers any employee to enter and submit a requisition online Eliminate the need for the buyer to re-key data, Enforce Companys requisition approval authority hierarchy, Enforce Purchasing Policy, Automatically source requisitions from outstanding blanket purchase agreements or quotations received from suppliers !eliver electronic notifications where action or advice to an interested party is required "i e Approval or Confirmation of approval # re$ection%

Why Oracle iProcurement?

Key Functionality
Approval Process &n con$unction with 'racle (orkflow, 'racle iProcurement facilitates a paperless, automated approval process for purchase requisitions with the following features) * , . / +ubmitted purchase requisitions may be tracked as they proceed through the routing and approval process Approvers can delegate approval responsibility and#or use e-mail including pro-ies for approvals rather than logging into the 'racle system E-mail approval capability is very useful for road warriors +upporting documents can be attached with the automated purchase requisition, which approvers can review 0ard copies and manual#physical approval processes can be eliminated

Supplier Management 'racle iProcurement shares suppliers tables with 'racle Purchasing, &nventory, and Payables creating an integrated environment for supplier information that is available to select, update, or create new in 'racle iProcurement q +upplier contact information, when provided "i e , vendor contact name, phone number, e-mail address%, can be stored to the database via 'racle iProcurement and queried when creating new requisitions in both 'racle iProcurement and 'racle Purchasing Catalog Management 'racle iProcurement is optionally a catalog-driven procurement system, which helps businesses organi1e the items, services, and vendors they routinely procure products from q 2he catalog management process allows the creation of catalogs containing items and services from which organi1ations procure goods

Oracle iProcurement
q 2he catalog management process allows requesters to select and purchase items and services from on-line catalogs using drop down functionality q 3equesters creating purchase requisitions can easily do so following easy-to-use, wi1ard-driven catalogs with instructions for ordering items and services Order Process 2he approval and order creation process provided by 'racle iProcurement simplifies the procurement process with the following functions) q 2he shopping process locates and selects items A4! can be used to perform a comparative analysis of different items q 2he receive order process allows requesters to receive items and control the details for the delivery of orders q 2he checkout and submit process allows requesters to specify the quantity of purchase Data Validation 5ike any 'racle product, business rules, cross-validation and security rules, and other data validation rules can be defined and enforced 'racle iProcurement validates drop-down lists "5'6% for Pro$ect Accounting, for e-ample) q E-penditure 2ype and Pro$ect 4umber can be selected from a pick list during data entry of purchase requisitions q Pro$ect sub-tasks are validated against 'racle Pro$ects, and transaction controls are used to prevent purchase requisitions against sub-tasks Integration with Oracle E-Business Suite 'racle iProcurement integrates seamlessly with the 'racle E-7usiness +uite and supports a single global instance allowing multiple users simultaneous access to key functions and features Oracle eneral !edger Integration 'racle 8eneral 5edger shares accounting accounting fle-field and charge account combinations with 'racle iProcurement, in addition to providing a set of books "+'7% and e-change rates for the module Oracle Purchasing Integration 'racle Purchasing can use the Catalog E-tract feature to load and create the 'racle iProcurement catalog 'racle Purchasing can use the purchase orders created via 'racle iProcurements requisitions option for inquiry and for receiving activity Oracle Pa"a#les Integration 'racle Payables manages catalog content and requisitioning using 'racle iProcurement functionality

Oracle iProcurement
'racle Payables uses the purchase orders and receipts created in 'racle iProcurement and 'racle Purchasing for two and three-way matching and accounting 'racle Payables tracks pro$ects and the e-penditures related to pro$ects created in 'racle iProcurement Oracle $%MS Integration 'racle iProcurement requesters and approvers are validated against in the employee-supervisor relationship defined in 'racle 039+ &t is also possible to validate requesters and approvers against 'racle Pro$ects pro$ect and task manager assignments, but this does require some customi1ations of the workflow to achieve Oracle &or'(low Integration 'racle (orkflow sends 'racle iProcurement notifications to requesters and approvers, using the 3equisition Approval (orkflow, P' Create !ocument (orkflow, and P' Approval (orkflow Oracle e-Commerce and )M! atewa" Integration 'racle iProcurement integrates with e-Commerce and the :95 8ateway for use with electronic purchase order transmissions Conclusion 'racle iProcurement is a mature product designed to facilitate online shopping that provides requesters the ability to create, manage, and track purchase requisitions and purchase orders, and helps managers and buying professionals to source and approve requisitions before needless spending occurs

Oracle iProcurement

The Oracle iProcurement functionality provides the essentials for the ordering portion of the procurement process. This includes catalog content management, requisitioning, purchase order creation, and receiving orders.

Oracle iProcurement

'racle iProcurement **i enables internal corporate requesters to independently order items from both local *internal+ and remote *e,ternal+ catalogs 'racle iProcurement **i is fully integrated with 'racle Applications 3elease **i 'racle iProcurement is part of 'racle Applications, an integrated suite of E-7usiness solutions designed to transform your business into an E-7usiness Along with the rest of the 'racle E7usiness suite, iProcurement helps an enterprise streamline the procurement process with end-toend business automation &t is the starting point for the ordering process and provides powerful self-service requisitioning capability with an intuitive, web shopping interface &t constitutes a key component of the complete procure-to-pay business flow and helps an enterprise to process and manage requisitions and receipt of the requested goods#services in an efficient and automated manner

Oracle iProcurement

Indirect - Direct Indirect sourcing is. 2he purchase or procurement of any goods or services that are not directly related to#included in the manufacture of any of our primary products E-amples include "but are not limited to%) 'ffice supplies, Advertising, 2raining ; 2ools etc Direct sourcing is. 2he purchase or procurement of any goods or services that are directly related to#included in the manufacture of any of our primary products E-amples include "but are not limited to%) +tandard &nventory &tem "5aptop%, 9anufacturing &tem "Car% iProcurement should be used for the purchase of A55 goods and services

&h" are we switching to iProcurement/

Simplicity:
2here are several different ways to acquire indirect materials right now, each with its own rules Cost +avings) 2ransactional costs are reduced by lowering the number of touches a requisition e-periences e7usiness !irection All 7usinesses have implemented#are implementing 'racle Purchasing systems

Ability to buy administrative items Ability to buy production items +elf-guiding catalog !esktop receiving +ingle global instance Punch-out to other e-changes &ntegration with enterprise resource planning "E3P% system

Oracle iProcurement

2he basics components of the iprocurement product are < Catalog and Content 9anagement < +hopping < Checkout and submit requisition < Approval and 'rder creation "3equisition 2racking and 9anagement% < !esktop 3eceiving Catalog and Content Management 'racle iProcurement **i offers a fle-ible solution to catalog and content management, enabling you to select from several approaches based on your business model 01 5oad catalogs directly into the 'racle iProcurement catalog using the Catalog #ul'

loader, which supports catalogs formatted in :95, standard te-t, catalog interchange format
"C&=%, or c:95 >sing the catalog bulk loader, you can load new catalogs, update e-isting catalogs, and delete catalog content 'racle iProcurement **i also supports catalogs created in multiple languages and currencies to support requester communities worldwide, respecting their cultural backgrounds

2. Use the catalog extractor to load items and services from Oracle Purchasing into the iProcurement catalog.

Oracle iProcurement
21 Punch-out to an Oracle E,change mar'etplace, such as E-change 'racle com, or a supplier?s (eb store to access their catalogs 2his punch-out can be a direct link to the store, where the requester searches, shops, and returns items to 'racle iProcurement Alternatively, you and the supplier can set up a transparent punch-out that works in the background to return matching items from the e-ternal site directly to the requesters search results 31 >se in(ormational catalogs, which contain instructions or links for ordering other items or services at your company 2he informational catalog enables 'racle iProcurement to be your companys portal for all ordering Shopping 'racle iProcurement employs the concept of stores >sing stores, organi1ations can define an intuitive collection of their content areas +tores can be configured to include any combination of local catalogs, punch-out catalogs, information catalogs and transparent punch-out catalogs =or most organi1ations, restricting access to content by role is very important After configuring catalogs and stores, administrators can easily control which are available to different classes of requesters within the employee population

Internall" Sourced Items

&n a buying organi1ation, goods are sourced either from e-ternal suppliers or from internal inventory and warehouse locations &n 'racle iProcurement, e-ternally sourced items are requested using purchase requisitions and items sourced from an internal source are requested using internal requisitions &nternal requisitions are not converted into purchasing documents "purchase orders blanket releases, and so forth% 3ather, internal requisitions are converted into internal sales orders 2hese internal sales orders are subsequently processed and then the requested items can be received in 'racle iProcurement

Chec'out
'nce items have been added to the cart, requesters have three options to complete the requisition process 3egardless of the checkout option selected, at the end of each checkout a requisition is submitted !elivery -9ultiple !estination 2ypes @ou can use 'racle iProcurement **i to create requisitions for requester-initiated inventory replenishment requests, such as stocking a shop floor crib Alternatively, requested items can be delivered to an e-pense destination 'ne 2ime Addresses 2here are occasions where requesters want items delivered to a location that is not an office location or other pre-defined location established in the database 2his is considered a one time address and can be defined as a deliver to location during the requisition creation process

Oracle iProcurement
&ntegration to EA9 'racle Enterprise Asset 9anagement "EA9% is an 'racle Applications module that identifies, schedules and tracks all work activity#costs related to assets throughout an organi1ation 'racle iProcurement requisitions update EA9 work orders 9ultiple Account !istributions and Account 8eneration (orkflow &ntegration Charge accounts for requisition lines are generated using Account 8enerator (orkflow rules @ou can split charges for requested items across multiple accounting codes, allowing multiple departments or account to bear the cost of items on a single requisition line 2his eliminates the need to create multiple requisition lines when the same item is being requested for multiple departments Encumbrance +upport =or customers using budgetary controls, 'racle iProcurement provides the ability to check funds onAline before submitting requisitions &f a request carries costs past their budgetary limit, the requester is informed and can take appropriate action =unds are automatically reserved during the requisition submit process %e4uisition 5rac'ing and Management After the requester has created and submitted a requisition, the requester can quickly and easily track further processing of the requisition using the 'racle iProcurement application 3equisition 2racking 2he requester receives real-time notifications to keep the requester up-to-date with actions taken against the requisition 3equesters can optionally launch enhanced queries to gain additional intelligence and insight into the progress of their requisitions 3equisition 9anagement &f there are changes to be made to an e-isting requisition, the requester has the capability to withdraw the requisition, make the necessary changes and resubmit it, or if the original request for the goods#services is no longer valid, the requester can simply cancel the original requisition 3equesters can also submit a request for changes to the purchase order created from their requisitions 3equisition Approval 3outing 'racle iProcurement provides fle-ibility in streamlining the approval process) < 6acation +cheduling) Approvers can indicate dates of planned absence and specify pro-y approvers for their notifications, eliminating potential bottlenecks in the approval process < Approval 9anager workflow can reassign, forward, or request more information during the approval process < Approver checkout) (hen the requisition goes to the approver for approval, the approver can also make changes to the requisition before approving it

Oracle iProcurement
Des'top %eceiving &n 'racle iProcurement requesters can receive items, return items, correct items that have been previously received, and view their receiving transaction history

Catalog Management
Oracle iProcurement uses stores and catalogs to organize items for requesters.

Oracle iProcurement

What Are Catalogs? A catalog is a cohesive source of supplier product and service information that provides a means by which the information can be found quic ly by the requestor. Attributes of a good catalog are!

" Content #product categories$ " Accuracy #product descriptions$ " %obustness #availability$ " &ase of use #good inde'ing( searching$

Why )se Catalogs? An internet*based procurement solution is only effective if the user can reliably order the items they need. Poor catalog management leads to!

" Contract lea age " +averic buying " Wor arounds " ,ecreased spend control

&ach store contains one or more catalogs of items. When requesters search( Oracle iProcurement searches across all catalogs in the store and displays the results. #-ou search one

Oracle iProcurement
store at a time.$..rouping similar catalogs into a single store provides the following benefits!

" Provides logical groupings. /n some cases( requesters may understand store groupings better than categories( which may be too technical or granular for requesters. " Produces more relevant search results. 0or e'ample( searching for battery can return AAA battery( industrial battery( and noteboo computer battery. /f( however( each battery is in a separate catalog and you segment the catalogs by store( the noteboo computer battery can belong to a Computer 1upplies store. 1earching for a battery in the Computer 1upplies store returns only computer batteries.

2ypes of Catalogs! Oracle iProcurement supports the following types of catalogs! 3ocal catalog #also nown as the base catalog * e'tractor 4 bul loader$ Punch*out catalog hosted by a supplier or mar etplace

2ransparent punchout catalog hosted by a supplier or mar etplace /nformational catalog

Local Catalog: 2here are two sources for data residing in the local catalog. One of these sources is your internal procurement system. )sing the catalog e'tractor( data from purchasing documents such as blan et purchase agreements and requisition templates can be

Oracle iProcurement
made available to requesters in Oracle iProcurement. 2he other source for local content is data loaded directly into Oracle iProcurement through the catalog bul loader. 2his data may have originated from a supplier or third*party content management service( downloaded from &'change.Oracle.com( or created internally.

Punchout Catalog 5osted by 1upplier or +ar etplace While creating a requisition( requesters can punch out directly to an Oracle &'change mar etplace( such as &'change.Oracle.com( or to a supplier6s Web store #to access supplier*hosted catalogs$. After selecting items for purchase( requesters return to Oracle iProcurement to add additional items to their cart and chec out as they normally do. 0or more information on setting up punchout( see the Punchout and 2ransparent Punchout .uide for Oracle iProcurement and Oracle &'change.

2ransparent Punchout Catalog 5osted by 1upplier or +ar etplace A transparent punchout catalog #also nown as a distributed search$ allows requesters to search for items on an e'ternal site without leaving Oracle iProcurement. )nli e punchout( requesters do not access the site directly. /nstead( when the requester searches for items( the transparent punchout wor s in the bac ground to access the remote catalog and returns the matching items directly to the search results in Oracle iProcurement. %equesters do not necessarily now the items came from an e'ternal site. 0rom the 1earch %esults page( requesters add the items returned from the transparent punchout to their shopping cart and chec out as they normally do. 0rom Oracle iProcurement( you can set up a transparent punchout to a supplier site or to an Oracle &'change mar etplace( such as &'change.Oracle.com.

Oracle iProcurement
/nformational Catalog An informational catalog enables you to provide to requesters instructions or lin s for ordering items or services that may not fit into the other catalog types. 0or e'ample( your company may already have internal Web pages containing purchasing information for employees. -ou can use the informational catalog as the starting point for accessing those pages. 2he informational catalog enables Oracle iProcurement to be your company7s portal for all ordering

Oracle iProcurement module 8 3ist of database tables!

ICX_AUDIT ICX_CART_DISTRIBUTIONS

ICX_CAT_ITEMS_B ICX_CAT_ITEMS_CTX_TLP ICX_CAT_ITEMS_TLP ICX_CAT_ITEM_PRICES ICX_CAT_ITEM_SRC_DETAILS ICX_CAT_POPULATE_CTX_GT ICX_CAT_PRICE_HISTORY ICX_CAT_PRICE_LISTS ICX_CAT_SCHEMA_VERSIONS ICX_CAT_STORES_B ICX_CAT_STORES_TL ICX_CAT_STORE_CATALOGS

ICX_CART_LINE_DISTRIBUTIONS

ICX_CATG_DETLS_INFO

ICX_CATG_DETLS_INFO_TL

ICX_CAT_ADV_SRCH_SETUP

ICX_CAT_BROWSE_TREES

ICX_CAT_CATEGORIES_TL

ICX_CAT_CATEGORY_ITEMS

ICX_CAT_DELETED_ATTRIBUTES

ICX_CAT_DESCRIPTORS_TL

ICX_CAT_EXT_ITEMS_TLP

Oracle iProcurement

ICX_CAT_UPLOAD_IT_DUMP ICX_CAT_UPLOAD_PRICE_DUMP ICX_COLORS ICX_CONTEXT_RESULTS_TEMP ICX_CUSTOM_MENU_ENTRIES ICX_ENABLED_PLSQL ICX_FAILURES ICX_ITEM_DETLS_INFO ICX_ITEM_DETLS_INFO_TL ICX_MARGIN_ANALYSIS ICX_MARGIN_ANALYSIS_ERR ICX_OE_CARTS ICX_OE_CART_ERRORS

ICX_PARAMETERS ICX_PORTLET_CUSTOMIZATIONS ICX_POR_BATCH_JOBS ICX_POR_BATCH_JOB_DETAILS ICX_POR_BROWSE_CATEGORIES ICX_POR_BUGSEYE_CONFIG ICX_POR_BUGSEYE_FLAGS ICX_POR_BUYER_APPROVAL_JOBS ICX_POR_CATALOG_ATTACHMENTS ICX_POR_CATALOG_PREFERENCES ICX_POR_CATEGORIES_TL ICX_POR_CATEGORY_DATA_SOURC ES

ICX_OE_CART_LINES

ICX_POR_CATEGORY_DEFAULTS ICX_POR_CATEGORY_ITEMS ICX_POR_CATEGORY_ORDER_MAP ICX_POR_CONFIG_PARAMETERS ICX_POR_CONTEXT_POLICY ICX_POR_CONTRACT_REFERENCES ICX_POR_CTX_TL ICX_POR_DAILY_NOTIFICATIONS ICX_POR_DESCRIPTORS_CACHE

ICX_PAGES

ICX_PAGES_TL

ICX_PAGE_COLORS

ICX_PAGE_COLORS_TL

ICX_PAGE_COLOR_SCHEME

ICX_PAGE_PLUGS

ICX_PANEL_SUMMARY

Oracle iProcurement

ICX_POR_DESCRIPTORS_TL ICX_POR_DOWNLOAD_JOB_DETAILS ICX_POR_EXT_QUERY ICX_POR_EXT_QUERY_TL ICX_POR_FAILED_ATTACHMENTS ICX_POR_FAILED_LINES ICX_POR_FAILED_LINE_MESSAGES ICX_POR_ITEMS ICX_POR_ITEMS_TL ICX_POR_ITEM_CONSTRAINT ICX_POR_ITEM_CTX_INDEX ICX_POR_ITEM_SITE ICX_POR_ITEM_SOURCES ICX_POR_ITEM_SOURCES_TL

ICX_POR_PRICE_LISTS ICX_POR_PRICE_LIST_LINES ICX_POR_PRICE_LIST_LINES_CACHE ICX_POR_REALMS ICX_POR_REALMS_TL ICX_POR_REALM_COMPONENTS ICX_POR_SEARCH_CONFIG ICX_POR_SEARCH_CONFIG_POLICY ICX_POR_SITE ICX_POR__OF_CONTENTS_TL ICX_POR_TEMPLATE_FILES ICX_POR_THIRD_PARTY_LOGS ICX_POR_THIRD_PARTY_LOG_VALUE S

ICX_POR_LOADER_VALUES

ICX_POR_TITLE_ADMIN ICX_POR_TITLE_ADMIN_TL ICX_POR_TITLE_REGISTRY ICX_POR_UNIT ICX_POR_UNSPSC_CODES ICX_POR_UPLOADER_SUB ICX_POR_UPLOAD_ITEMS_IT ICX_POR_UPLOAD_IT_DUMP

ICX_POR_LOAD_ITEM_MATCH

ICX_POR_LOG

ICX_POR_MANAGE_GROUPS_CACHE

ICX_POR_ORACLE_ITEM_SUB

ICX_POR_PRICE_BREAKS

ICX_POR_PRICE_HISTORY

Oracle iProcurement

ICX_POR_UPLOAD_PRICES_IT ICX_POR_UPLOAD_PRICE_BREAKS_ DP

ICX_TEXT ICX_TRANSACTIONS ICX_UNSPSC_CODES ICX_USER_PROFILES ICX_VERSIONS ICX_WEB_STORE_OPTIONS POR_CONFIGURABLE_USER_DATA POR_CONTAINER_IMAGES POR_EMPLOYEE_LOADER_VALUES POR_FAVORITE_LIST_HEADERS POR_FAVORITE_LIST_LINES POR_FAV_CHARGE_ACCOUNTS POR_FEED_FIELD_FORMATS POR_FEED_HISTORY POR_FEED_RECORDS POR_IMAGES POR_IMAGE_LANG_SETTINGS POR_ITEM_ATTRIBUTE_VALUES POR_LOCATION_LOADER_VALUES POR_LOV_DISPLAY_RESULTS POR_LOV_RESULT_VALUES

ICX_POR_UPLOAD_PRICE_BREAKS_I T

ICX_POR_VERSION_INFO ICX_PO_REVISIONS_TEMP ICX_PROCUREMENT_SERVER_SETU P

ICX_PROMPTS

ICX_QUESTIONS

ICX_QUESTIONS_TL

ICX_QUESTION_FUNCTIONS

ICX_REGIONS

ICX_RELATED_CATEGORIES

ICX_REQUISITIONER_INFO

ICX_REQ_CART_ERRORS

ICX_SESSIONS

ICX_SESSION_ATTRIBUTES

ICX_SHOPPING_CARTS

ICX_SHOPPING_CART_LINES

ICX_STORE_INDEX

ICX_TEMPLATE_TAGS

Oracle iProcurement

POR_TEMPLATE_ASSOC POR_TEMPLATE_INFO POR_USER_DATA_CONF_LIST POR_USER_DATA_CONF_LIST_ITEMS

POS_ACK_SELECT POS_ASN_SEARCH_RESULT POS_ASN_SHOP_CART_DETAILS POS_ASN_SHOP_CART_HEADER