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R12 Procurement

• What is new in R12 Purchasing and iProcurement

• Intro to Sourcing, Procurement Contracts, iSupplier
• Q&A
iProcurement R12 enhancements

• Enhanced catalog authoring

• Difference summary for catalog changes
• Unified catalog
• Approval, revision control and archive for catalog data
• Content security – content zones
• Advanced approval support - OAM
• Position hierarchy based approvals
• Parallel approvals
• Support for FYI notifications
• Graphical display of approval chain
• Enhanced requester driven change order management
• Requester directed sourcing
• Multiple search result layouts – updated paragraph or grid display
Procurement R12 enhancements
• Professional Buyers Work Center
• Procurement for Complex Services
• Multi Org Access Control (MOAC)
• E Business Tax
• Document Publishing Enhancements
• Communicate document attachments to suppliers
• OSN – rapid supplier enablement
• Maintain sourcing rules / ASL form agreement items
• Support for contractor purchasing users
• Compliance to packaging conditions
• Auto approval tolerances for change orders
• Model complex pricing for blanket line items
• Advanced approval support for requisitions
• New user interface for purchasing setups
Enhanced Catalog Agreement Management

• Catalog Authoring Capability for Buyers, Suppliers and

Catalog Administrators
• Online Authoring and File Upload from Buyer Work Center, iSupplier and
iProcurement Catalog Administration Responsibilities
• Industry standard formats for upload mode including OAG XML, cXML, CIF
and text files, with improved error review process
• Difference Summary for Catalog Changes
• Display changes between the revised vision and the last approved version.
Visual indication for added, changed and delete lines
• Approval, Revision Control and Archive
• Buyer can review difference summary during approval
• Buyer’s acceptance with line level disposition for all changes or only for
those that exceed price tolerance.
• Purchasing Approval Hierarchy, Revision Control and Archival capabilities
are added to catalog content
• Real-time catalog update
• Extractor will be obsoleted.
Enhanced Catalog Agreement Management

PBWC Sourcing
Professional PO


iP Admin Bulkload / Buyer

Catalog Online External

Admin author iP Supplier Sites
Buyer - Purchasing user
Supplier - Supplies goods or services to the buying organization
Catalog Administrator - Performs catalog related activities within the buying organization
Enhanced Catalog Agreement Management

• Improve Catalog Management

• Reduce the buying organization overhead in catalog management
• Buyers can delegate catalog management to suppliers and catalog
• Online catalog authoring for quicker catalog update
• Difference Summary to highlight the changes
• Version control of catalog data
• Streamline catalog creation and management
• Catalog perpetually up-to-date and based on real-time data
Content Security Enhancements

• Control What Catalog Content To Show

• Catalog Administrators can partition local catalog content into Local
Content Zones based on items’ Supplier, Supplier Site, Item Category
and Browsing Category information.
• Support for inclusion and exclusion rules.
• Ability to include Inventory items.

• Once defined, Content Zones may be made accessible to users of

specific Responsibilities or Operating Units.
• Content Zones may be assigned to multiple Stores.
• Stores may contain multiple Content Zones.
Content Security Enhancements
Partition Content

11.5.10 Release 12
Cata Smart Forms
Catalog Content Zone

• Release 12 Content Zones Replace 11.5.10 Catalogs.

• All Content Zones Support Operating Unit or Responsibility Security.
iProcurement – Content Security
What’s New?

Example: Local Content Inclusion Rule

• The rules: Supplier

• Include items from
supplier X Supplier X
• Include items from
category C Supplier Y
Correspond to the red block ....
of available content.


Category A

Category B

Category C
iProcurement – Content Security
What’s New?

Example: Local Content Exclusion and Inclusion Rules

• The rules: Supplier

• Exclude Supplier X
• Include Category A Supplier X
• Include Category C Supplier Y
Results in red blocks of
available content. ....

• Exclusion is useful when


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?

Let’s Look at how category rules are defined:

Include specific categories

Include specific suppliers

Make content accessible to

specific user groups
iProcurement – Content Security
What’s New?

Example: Include Specific Categories (local content):

Create Category Specific

Stores (e.g., Legal Forms and
Services) by creating one or
more category specific
Content Zones

Include content for some users

(e.g., Buyers) that should not
be available to the general
public (e.g., Novice
iProcurement – Content Security
What’s New?

Let’s Look at how supplier rules are defined:

Include specific categories

Include specific suppliers

Make content accessible to

specific user groups
iProcurement – Content Security
What’s New?

Example: Include Specific Suppliers (local content):

Include items on GBPA, BPA,

Quotation, Requisition
Templates from specific

Segregate Inventory and

Externally Sourced content
into separate Stores by
creating multiple Content
Zones with different inclusion
iProcurement – Content Security
What’s New?

• Once content rules have been completed, the Content Zone may
be assigned to all, or some, users:

Include specific categories

Include specific suppliers

Make content accessible to

specific user groups
iProcurement – Content Security
What’s New?

Assign Content Zone to specific

Responsibilities, Operating Units, or
all Users.
Content Security Enhancements

• Increase Security
• Inclusion and Exclusion rules provide more control over
• 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

• Change Order Approval and Routing Based on

• Requester’s and Supplier’s changes are routed to the
requester’s approval hierarchy
• PO changes are routed to to buyer for approval
• Bypass approval for changes within tolerances
Requester Driven Change Order Mgmt

• Enhanced Requester Driven Change Order

• Streamlines the Change Order Process
• Tolerances to indicate when a requester initiated change should be
routed to the requester hierarchy for approval
• Tolerances and options to determine the need for buyer’s approval
• Auto-approval for minor changes
• Flexible Tolerances
• Simple user interface for managing tolerances instead of using
workflow attributes
• Minimum/Maximum increment by amount or percentage
• Multiple attributes: document amount, unit price, line amount, need by
date, promise date
Usability Enhancements

• Search & Browse within Stores

• Paragraph and Grid Layouts
• Grid Format – allows requesters to differentiate between similar items
• Item Details and Comparison Page Layout Enhanced
• Create and maintain multiple Favorites Lists.
• List of Values (LOVs) capability are enhanced.
• Provides users with tools to find the values they are looking for easily
and effectively
• Enhancements include:
• Sorting Capability
• Expanded Search Criteria
Usability Enhancements
Paragraph Search Skin

2 column layout ensures

sufficient spacing with
item image

Images may be hidden.

When they are hidden,
three columns of
descriptors appear

Price, UOM and action buttons

appear on last rows of each item
Usability Enhancements
Paragraph Search Skin

3 columns format allows

more information to be
Usability Enhancements
Search Skins – Grid Format

The grid format allows users to differentiate between similar

items more effectively.
Usability Enhancements

• Advanced Approvals Enhancements

• Parallel Approvals
• Notifications are sent out to multiple people
simultaneously to speed up the approval process
• Support for Viewers
• FYI notification, approval is not needed
• Position Hierarchy Support
• Graphical Approval Path UI Display
Advanced Approvals Enhancements
Example – Approval List

Takes you to add

approver/viewer, delete

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
Advanced Approvals Enhancements
Example – Add Viewers

Option to add Viewers to the

Approval List
Advanced Approvals Enhancements
Example – Add Viewers

Usability Enhancements

• Increase Flexibility
• Users can specify their search results layout preference: Paragraph or
• Users can maintain and manage multiple favorites lists
• Users have more options when searching using List of Values (LOVs)

• Improve Ease of Use

• Updated user interface provides requesters with more intuitive and user-
friendly layout
• Allows users to identify desired information quickly
Usability Enhancements

• Speed up Approvals Process While Still Maintaining

• Requisition can be routed to multiple approvers simultaneously
• Increase Flexibility for Setting up Approval Routes
• Voting Regime allows enterprises the flexibility in defining approval rules
• Reduce Setup Efforts
• Approval rules can be defined once and be leveraged across multiple
products, requiring less maintenance work
• Provide Intuitive Graphical View of Approval List
• Graphical View for Approval List provides users with quick view of the
approval list and status
Oracle Purchasing – Delta Summary
• Professional Buyer’s Work Center
• Enhanced Catalog Access
• Document Styles
• Multi-Org Access Control
• Document Publishing Enhancements
• Communicate Document Attachments to Suppliers
• Maintain Sourcing Rules/ASLs for Agreement Items
• Complex Services Procurement
• Support for Contract Purchasing Users
• Supplier Packaging Constraints
• E-Business Tax
• Model Complex Pricing for Blanket Line Items
• Mass Re-pricing of Purchasing Documents
• Auto-Approval Tolerances for Change Orders
Professional Buyer’s Work Center
Feature Description

• 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

• PO: Default Requisition Grouping

The default for grouping requisition lines onto a Sourcing RFQ/Auction or PO.
Profile Value Description

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
• Increases Productivity

• Central Place for Buyers to Perform Day-to-Day Tasks

• Optimized for Shared Service Centers
• Streamlined Interface Increases Efficiency
• Pre-Seeded or Custom Views for quicker access to information
and prioritize tasks

• Designed for Procurement Professionals, the PBWC

Combines Ease-of-Use with Power Capabilities to Track,
Manage and Control all Strategic and Tactical Activities.
Enhanced Catalog Access
Feature Description

• iProcurement like Search Capabilities for Purchasing Users

• Add Catalog Items to Purchase Orders and Agreements
• Replace non-catalog requests with lines from the catalog
Document Styles
Feature Description
Assign Display Names to
Document Types

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

Application Application Application

Responsibility A Responsibility B Responsibility C

Operating unit X Operating unit Y Operating unit Z


Responsibility A

Operating unit X Operating unit Y Operating unit Z

Multi-Org Access Control
Implementation Considerations
• New Profile Options
Entire Purchasing functionality requires the Multi Org Access
Control (MOAC) setups to be configured correctly. The following
new profile options need to be set for MOAC
• MO: Security Profile - the group of operating units that
can be accessed in HTML Orders
• MO: Default Operating Unit - the default OU that should
be used when creating new POs.
• If customer is not leveraging MOAC, they can continue to use R11i
profile option ‘MO: Operating Unit’.
• Select Human resources responsibility to create the security profile
(Security -> Global Security Profile (Function PERWSSCP-GLOBAL)
Document Printing Enhancements
Feature Description
XSL-FO Purchasing

XML Publisher
PO Output
Purchasing New in
XML Release 12.0

New in XSL-FO
Release 12.0

XML Publisher
PO Output
in Multiple Formats
Release 12
Communicate Document Attachments
to Suppliers
Attachment Type 11i10 and r12

Notes to Supplier

Long/Short Text

Files (e.g. MS Word, Drawings)

Maintain Sourcing Rules/ASLs for
Agreement Items

• New Concurrent Program Introduced

• Designate agreement usage in Specific

Regions or Plants
• Extend rule effectivity after renewing
Blanket Agreements
• Maintain rules for all Operating Units
enabled to buy off an Agreement
Support for Contractor Purchasing
Feature Description
• Allow Contingent Workers to Participate in Purchasing Activities
• Raise and Approve Requisitions
• Create, Maintain, and Approve Purchase Orders
• Receive Goods and Services

• New Profile Option

HR: Expand Role of Contingent Worker

Profile Value Description

Yes Allow Contingent Workers to Create and Approve Purchasing
No Do Not Allow Contingent Workers to Create and Approve
Purchasing Documents
Compliance to Packaging Constraints

1. Min-max creates
New Process
Replenishment Request
Inventory for 116 Eaches
2. Apply Constraints
• Order Modifier
• UOM Conversion
• Rounding
New Quantity = 10 REQIMPORT
3. PO placed for 10
New UOM=Cases of 12 cases of 12

PURCHASE ORDER 4. PO complies to

Supplier packaging

E-Business Tax Integration
Feature Description

Prior to E-Business Tax With E-Business Tax

• Basic tax setup – tax codes • Comprehensive solution
and tax groups addressing complex tax
• Fragmented tax solution across • Single point tax solution across
E-Business Suite modules E-Business Suite
– Multiple tax engines – Single interface: tax setup
– Duplicate tax setup and 3rd party integration
– Fragmented data storage – Uniform services
– Duplicate 3rd party – Single repository

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
Line Price

Pricing Engine Price Break

Custom API
Price List

Leverage Oracle Advanced Pricing Formula

to model Complex Pricing Scenarios
Orders Oracle
Advanced Pricing
• Bring Agreements with Complex Pricing Requirements Online
• Accurate Pricing of Transactions without the need for Manual Overrides
• Decrease Supplier over billing
• Save Cost by ensuring all available discounts are applied
Mass Re-pricing of Purchasing
Feature Description


Blanket Purchase
Advanced Pricing
Revise Pricing Price Lists, Modifiers New in
Data Release 12.0
Custom Pricing API
Auto-Approval Tolerances for Change

Eliminates need for


Set tolerances by
document type

New tolerance
attributes introduced
Advanced Approvals Support for
• Parallel Approvals
• Notifications are sent out to multiple people simultaneously
to speed up the approval process
• Position Hierarchy Support
Advanced Approvals Support for
Parallel Approvals
• In 11.5.10, approvers for a given requisition are notified
• 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
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
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
Advanced Approvals Support

• 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

Approval Group returned in Approval

List since Item Category is

Since req total is between 0 and 5000, the first 2

positions up (based on the Position Hierarchy Rule)
is generated

• 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

Takes you to add

approver/viewer, delete

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

Option to add Viewers to the

Approval List
Advanced Approvals Support
Example – Add Viewers

Viewer Icon
Advanced Approvals Support
Example – View Req Status

• The Approval Graphical View shows the following:

•Tom Gallant has approved the requisition
•The requisition is currently pending approvals from the IT Approval
Group and Maria Menudo
Sourcing At-a-Glance

Identify Suppliers Define Strategies Conduct On- Analyze & Approve &
& Opportunities & Negotiations Line Negotiations Award Issue

LOB Stakeholder Supply Base

“Strategic sourcing is emerging as the leading

strategy to control costs, capture innovation,
and maximize performance.”
Oracle Sourcing & Sourcing
Source More Source for Create Immediate &
of Your Spend Lowest Total Cost Long-Term Savings

Identify Suppliers Define Strategies Conduct On- Analyze & Approve &
& Opportunities & Negotiations Line Negotiations Award Issue

Operations Contract Mgmt Purchasing Finance

Increase the Effectiveness & Efficiency of Strategic Sourcing
Efficient Online Negotiations
Slash Cycle Time by Eliminating Manual Processes

View responses and monitor

bidding activity in real-time
Drill into individual
sourcing events
View new incoming
supplier messages
and incomplete tasks
Facilitated Online Bid Comparison
Make Faster Award Decisions

• Use Bid Data to Reduce

Manual Effort
- Knock-out criteria
- Automatic bid scoring
- Side-by-side comparison
• Analyze Online for Faster,
Better Awards
- Enable selection of
suppliers, lots, or specific
lines through flexible
- Enforce policy compliance
(e.g., multi-source rqmts,
MBWE suppliers)
• Use Award Summary &
- View award details
Automatic Scoring of Requirements
Quickly Identify the Best Qualified Suppliers

Requirements Weight Value Quote Response

(Score) 990 Score

Are you ISO 25% Yes (100) No 0

certified? No (0)
Number of years 35% > 14 (100) 15 35
in business 10-14 (75)
5-10 (50)
< 5 (0)
Number of 40% > 19 (100) 35 40
shipping locations 11-19 (50)
1-10 (25)
• Automatically eliminate suppliers that score below minimum
Total Score Calculated by Oracle Sourcing 75
• Automatically exclude non-compliant suppliers from shortlists
Centralized Terms Library
Ensure Consistent Contract Standards

• Capture standard contract clauses, variables,

templates and deliverables
• Clearly define enforceable and automated
Central standard policy and procedure
Terms • Specify document format with flexibility
Library to accommodate regional variations
• Provide comprehensive revision control via
notification-based workflow with approval rules

Support Compliance and Oversight Requirements
Expert-Based Authoring
Produce Compliant Contracts
Contract Industry • Configurable rules
Segment? drive terms selection
for complex contracts
Government Commercial • Clauses default
based on product,
. supplier, contract
Over $50k?
value, etc.
• Author high quality
contracts with
No Yes minimal legal

Responses Drive Add Clauses

Clause Selection • High Value
• Insurance
Automated MS Word Synchronization
Quickly and Accurately Integrate Offline Redline Edits into Contracts

• Streamline internal
collaboration and supplier
Administrator by allowing key
stakeholders to be involved
in the contract review
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
negotiated terms
in printed
• Easily tailor to
each business
unit’s standard
format – logos,
layout, etc.
Variable Substitution
• Generate
standard .pdf
Clause Usage Analysis
Search Contracts To Analyze Clause Usage & Modification

Quickly determine
number of incidents

Identify and view Al

contracts with non- po
standard clauses de
• Improved legal discovery on contracts across multiple organizations to
• Better insight into effectiveness of current standard language usage pr
• Enhanced visibility into contract standards requiring revision alo
Contract Deliverable Tracking
Monitor Supplier Performance 

• Generate monthly milestone progress reports

Example • Provide a prototype within 3 months of contract signing
Deliverables • Perform site visit and inspection
• Provide proof of compliance to industry standards

Define Send Manage Escalate When

Deliverable Notification Deliverable Necessary

• Based on • Notify • Track progress • Define escalation

contract individuals or • Indicate failure criteria
T’s & C’s groups or completion • Escalate to
• One-time and • Notify trading • Attach supporting supervisor
recurring partners documents
• Internal or • View status
external change history
Manage Contract Deliverables
Track Contractual Responsibilities and Key Administrative Tasks

Track internal commitments & Clearly defined Deliverable status

contractual obligations ownership at a glance

• Alert Any Compliance Risk and Highlight Non-Compliance

• Review Compliance Status Before Authorizing Payments
• Track Approval History
Prospective Supplier Registration
Reduce Overhead with Self-Service Registration

Supplier Requests Supplier Registration Review & Approval

• Use corporate website • Configure qualification • Use request details to

to allow interested details captured during customize approval flow
prospective suppliers registration
• Enable approvers to
to register • Define req. elements update details
of supplier profile
• Notify suppliers via
• Include customized email once registration
questionnaires* as request has been
part of registration approved / rejected

* Requires iSurvey
Supplier Management User-Interface
Streamlined Supplier Profile Management

To Do List for requests

Create supplier

Search or drill down to supplier details

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