Oracle Procurement Cloud - What`s New in Release 9

Transcription

Oracle Procurement Cloud
What’s New in Release 9
5 May 2015
TABLE OF CONTENTS
TABLE OF CONTENTS ..............................................................................................................................................2
OVERVIEW .............................................................................................................................................................4
GIVE US FEEDBACK ........................................................................................................................................................ 4
RELEASE FEATURE SUMMARY ................................................................................................................................4
SELF SERVICE PROCUREMENT ................................................................................................................................6
BUDGETARY CONTROL AND ENCUMBRANCE ACCOUNTING ENABLEMENT ................................................................................. 6
MANAGE REQUISITION LINES ........................................................................................................................................... 9
MASS UPDATE OF PREPARER AND REQUESTER .................................................................................................................. 13
REQUISITION IMPORT ENHANCEMENTS ............................................................................................................................ 14
SEARCH AND VIEW ITEMS FROM PUNCHOUT CATALOGS IN SHOPPING ................................................................................... 16
NEW SUPPLIERS REGISTRATION REQUEST.......................................................................................................................... 17
PURCHASING ....................................................................................................................................................... 18
PROCUREMENT DOCUMENT NUMBERING ........................................................................................................................ 18
ADVANCED FINANCIAL ORCHESTRATION FLOW-DRIVEN PROCUREMENT................................................................................. 19
PURCHASE ORDER SERVICE OPERATIONS AND BUSINESS EVENTS .......................................................................................... 24
SHIPPING METHOD ON PURCHASE DOCUMENTS................................................................................................................ 25
RULES DRIVEN BUYER ASSIGNMENT FOR REQUISITION LINES ............................................................................................... 27
ENHANCED CAPABILITIES FOR BUYERS PROCESSING REQUISITION LINES ................................................................................. 28
BUDGETARY CONTROL AND ENCUMBRANCE ACCOUNTING ENABLEMENT ............................................................................... 30
PROCUREMENT OF CONSIGNED INVENTORY FROM SUPPLIER ................................................................................................ 30
SOURCING ........................................................................................................................................................... 32
NEGOTIATION APPROVAL .............................................................................................................................................. 32
AWARD APPROVAL ...................................................................................................................................................... 34
NEGOTIATION NUMBERING ........................................................................................................................................... 37
SURROGATE BIDDING ................................................................................................................................................... 38
TWO STAGE RFQ ........................................................................................................................................................ 39
ONLINE MESSAGES ...................................................................................................................................................... 40
PROSPECTIVE SUPPLIERS IN NEGOTIATIONS....................................................................................................................... 42
SHIPPING METHOD IN NEGOTIATIONS ............................................................................................................................. 43
NOTIFICATION SUBSCRIPTION ........................................................................................................................................ 44
SUPPLIER MODEL ................................................................................................................................................. 45
PROSPECTIVE SUPPLIER LIFE CYCLE ................................................................................................................................. 45
CAPTURE MULTIPLE CLASSIFICATIONS AND ATTACHMENTS .................................................................................................. 50
MANAGE CERTIFYING AGENCIES ..................................................................................................................................... 52
EXPIRING BUSINESS CLASSIFICATION NOTIFICATIONS .......................................................................................................... 53
MANAGE THIRD-PARTY PAYMENT RELATIONSHIPS ............................................................................................................. 57
UPDATE SUPPLIER MASTER FROM QUESTIONNAIRE RESPONSE ............................................................................................. 58
ENHANCED SUPPLIER DUPLICATE PREVENTION .................................................................................................................. 58
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COUNTRY-DRIVEN ADDRESS MANAGEMENT ..................................................................................................................... 59
NEW INTERNAL SUPPLIER REGISTRATION FLOWS ............................................................................................................... 60
NEW SUPPLIER REGISTRATION CONFIGURATION ................................................................................................................ 61
SUPPLIER REGISTRATION PUSH BACK ............................................................................................................................... 63
SUPPLIER REGISTRATION EXPANDED DATA CAPTURE .......................................................................................................... 64
NEW SUPPLIER IMPORT ENTITIES .................................................................................................................................... 66
IMPORT SUPPLIER PROFILE UPDATES ............................................................................................................................... 66
SUPPLIER QUALIFICATION MANAGEMENT ........................................................................................................... 68
CREATE AND MANAGE QUESTIONS ................................................................................................................................. 69
CREATE AND MANAGE QUALIFICATION AREAS .................................................................................................................. 70
CREATE AND MANAGE QUALIFICATION MODELS ............................................................................................................... 72
CREATE QUALIFICATION AND ASSESSMENT INITIATIVES ....................................................................................................... 72
CUSTOMIZE QUESTIONNAIRES FOR THE INITIATIVES ............................................................................................................ 74
RESPOND TO QUESTIONNAIRES ...................................................................................................................................... 76
EVALUATE A QUALIFICATION OR AN ASSESSMENT .............................................................................................................. 77
MONITOR SUPPLIER QUALIFICATION ACTIVITY .................................................................................................................. 79
REQUALIFY SUPPLIERS .................................................................................................................................................. 81
REVISION HISTORY ............................................................................................................................................... 83
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OVERVIEW
This guide outlines the information you need to know about new or improved functionality in Oracle
Procurement Cloud Release 9. Each section includes a brief description of the feature, the steps you
need to take to enable or begin using the feature, any tips or considerations that you should keep in
mind, and the resources available to help you.
GIVE US FEEDBACK
We welcome your comments and suggestions to improve the content. Please send us your feedback at
[email protected].
RELEASE FEATURE SUMMARY
Some of the new Release 9 features are automatically visible to users after the upgrade and some
require action from the user, the company administrator, or Oracle.
The table below offers a quick view of the actions required to enable each of the Release 9 features.
** = Some features available without administrator action.
Action Required to Enable Feature
Feature
Automatically
Available
End User
Action
Required
Administrator
Action
Required
Oracle Service
Request
Required
SELF SERVICE PROCUREMENT
Budgetary Control and Encumbrance
Accounting Enablement
Manage Requisition Lines
Mass Update of Preparer and Requester
Requisition Import Enhancements
Search and View Items from Punchout
Catalogs in Shopping
New Suppliers Registration Request

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PURCHASING
Procurement Document Numbering
Advanced Financial Orchestration FlowDriven Procurement
Purchase Order Service Operations and
Business Events
Shipping Method On Purchase Documents
Rules Driven Buyer Assignment for
Requisition Lines
Enhanced Capabilities for Buyers Processing
Requisition Lines
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**
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**
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Feature
Automatically
Available
Budgetary Control and Encumbrance
Accounting Enablement
Procurement of Consigned Inventory from
Supplier
End User
Action
Required
Administrator
Action
Required
Oracle Service
Request
Required

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SOURCING
Negotiation Approval
Award Approval
Negotiation Numbering
Surrogate Bidding
Two Stage RFQ
Online Messages
Prospective Suppliers in Negotiations
Shipping Method in Negotiations
Notification Subscription
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SUPPLIER MODEL
Prospective Supplier Life Cycle
Manage Certifying Agencies
Capture Multiple Classifications and
Attachments
Expiring Business Classification Notifications
Manage Third-Party Payment Relationships
Update Supplier Master from Questionnaire
Response
Enhanced Supplier Duplicate Prevention
Country Driven Address Management
New Internal Supplier Registration Flows
New Supplier Registration Configuration
Supplier Registration Push Back
Supplier Registration Expanded Data Capture
New Supplier Import Entities
Import Supplier Profile Updates
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SUPPLIER QUALIFICATION MANAGEMENT
Create and Manage Questions
Create and Manage Qualification Areas
Create and Manage Qualification Models
Create Qualification and Assessment
Initiatives
Customize Questionnaires for the Initiatives
Respond to Questionnaires
Evaluate a Qualification or an Assessment
Monitor Supplier Qualification Activity
.
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Feature
Automatically
Available
Requalify Suppliers
End User
Action
Required
Administrator
Action
Required
Oracle Service
Request
Required

SELF SERVICE PROCUREMENT
The following are new features in Release 9:
BUDGETARY CONTROL AND ENCUMBRANCE ACCOUNTING ENABLEMENT
Budgetary control and encumbrance accounting are new features that help you keep better track of
your company’s spending by making sure sufficient funds are available before a requisition or purchase
order can be approved.
Users have the ability to:

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
Check funds at transaction entry time.
Prevent and warn users from submitting documents with insufficient funds for approval.
Reserve funds upon document approval or reject transaction if funds cannot be reserved.
Reopen finally closed purchase orders, so funds can be consumed from a new period.
Enable creation of encumbrance journal entries.
In addition to real time budgetary control, you have the option to automatically create encumbrance
journal entries for your procurement transactions if required to meet legal requirements.
Note: Budgetary control is not tied to encumbrance accounting, so you may implement budgetary
control without implementing encumbrance accounting.
ENHANCEMENTS TO PREVENT OVERSPENDING
Funds reservation is attempted upon requisition and purchase order approval and the document is only
approved if funds reservation succeeds for all the document distributions.
Funds reservation status is displayed at the header, line, and distribution level, and from it users can
drilldown to view detailed results.
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Distribution Charge Account and Budget Date
FLEXIBLE CONSUMPTION OF FUNDS
Reopening a Finally Closed Purchase Order
Users have the option to update the default values to consume funds from another control budget,
account, or budget period if necessary. Additionally, finally closed purchase orders can be reopened to
allow processing of new receiving or payables transactions, with the funds being consumed from a new
period.
Additional features:
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Derive control budget from charge account and project information
Consume funds from a period other than the current period by providing a budget date
Reopen finally closed purchase orders and consume funds from a new period
ENHANCEMENTS TO TRANSACTION PROCESSING
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Check Funds Availability at Anytime During Transaction Entry
Users can now check funds automatically upon submission for approval, and prevent submission when
funds check fails.
Users can optionally proceed with submission when funds check has warnings.

Route requisitions with funds check warning to a specific approver.
A document cannot be submitted for approval if funds check fails, so that users can correct the
transaction or contact the budget manager before resubmitting the transaction for approval.
ENCUMBRANCE ACCOUNTING
Oracle Fusion Procurement customers can enable encumbrance accounting if required to meet legal
requirements. Encumbrance journal entries are created and automatically liquidated throughout the
P2P flow. Customers can define new encumbrance types, and customize the encumbrance journal
entries to meet specific requirements. For example, customers can include transaction-specific
information on the journal entry descriptions, or change the level at which encumbrance journal entry
lines are summarized.
BENEFITS
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.
Optimize use of available funds by allowing consumption of funds and reopening of finally
closed POs in a different budget period.
Streamline transaction processing by preventing documents with insufficient funds from being
submitted for approval, and by enabling routing of requisitions with funds check warnings to a
specific approver.
Accelerate resolution of funds failures by providing funds check and reservation detailed results
and multilevel funds statuses.
Prevent overspending by reserving funds at approval time, and by rejecting transactions with
insufficient funds or in closed budget periods.
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
Comply with legal or management reporting requirements for open commitments and
obligations by automatically booking and liquidating encumbrance accounting entries
throughout the P2P flow.
STEPS TO ENABLE
Use the Budgetary Control and Encumbrance Accounting functional area in the Setup and Maintenance
work area to set up the features described here.
Return to Release Feature Summary
MANAGE REQUISITION LINES
A new streamlined requisition lifecycle allows users to return or withdraw one or more requisition lines
while the remaining lines continue to downstream processes. Buyers can split or return individual lines
when processing requisition lines. Requisition line splits or replacements by buyers can be sent back for
approval. Alerts are available to the preparer to draw their attention to requisition lines that are
returned by the buyer or rejected by the approvers. When a purchase order is canceled, unfulfilled
quantity or amount of a requisition line can be reinstated in order to be sourced to a different supplier.
The following screen captures illustrate features and benefits for some of the new features:
Line-Level Return by Buyer

Buyer can now select and return individual requisition lines without having to withdraw the
entire requisition.
Requisition with Lines
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Line-Level Withdrawal by Preparer
•
Preparer can withdraw individual lines.
•
Returned, Rejected, and Withdrawn lines can be updated and resubmitted for approval.
Line Level Return by Preparer
Submitting Reworked Lines for Approval
Reworked lines can be submitted for approval. Only the reworked lines will be routed for approval but
the requisition header attributes such as requisition amount will still be considered while evaluating the
approval routing rules.

.
On the header level, rules can be based on the total (includes all lines in the requisition) or on
the delta. Depending on how the rules are written. For rules that look at line-level attributes,
only the resubmitted lines will be evaluated.
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Submitting Reworked Lines for Approval
Line Reinstatement
There is no longer a concern if a partial receipt exists. Users can choose to reinstate the unfulfilled
demand on a cancelled PO. If unfulfilled demand is to be reinstated, the original requisition line is left
intact and a new requisition line is created based on the updated attributes from the PO.
Line Reinstatement
Line Status and Grouping
The line level statuses include Incomplete, Pending Approval, Approved, Rejected, Withdrawn,
Returned, Canceled, Split, and Replaced.
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Groupings are based on line status. The new line groupings are:
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Lines requiring attention: Lines which need Preparer attention such as returned, withdrawn,
rejected lines.
Lines being processed: Lines which are currently being worked on by buyer.
Lines awaiting processing: Lines waiting to be worked on by the buyer.
Line Status Grouping
Lines Requiring Attention


.
Warning icons at the header and line levels call out requisitions and lines which require
Preparer’s immediate attention.
Information icons at both header and line levels flag requisitions and lines which do not require
Preparer’s immediate attention, but require that the Preparer completes some task later.
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Lines Requiring Attention
STEPS TO ENABLE
There are no steps needed to enable this feature.
MASS UPDATE OF PREPARER AND REQUESTER
You can now update the preparer and requester of a requisition if a person leaves the firm, transfers to
a different business unit or goes on extended leave of absence or vacation. You can transition all open
requisitions, purchase orders, and change orders from its current preparer or requester to a
replacement, by submitting the new mass update process. Updates can be initiated by the current
preparer or requester or by an administrator with the appropriate privileges. To facilitate invocation by
any external applications, the process is also available as a web service.
The following screen capture illustrates this feature:
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Mass Update Preparer and Requester
STEPS TO ENABLE
There are no steps necessary to enable this feature.
REQUISITION IMPORT ENHANCEMENTS
Increased Import Performance
Increased performance and enhanced error reporting. Significantly reduced amount of time the
program requires for importing requisitions. For example, to import 1000 lines, it will now take about
five minutes to import whereas before it took more than six hours.
Error Processing Enhancement
You can now control whether requisitions should be created for lines loaded successfully even when
there are lines that contain errors.
A new input parameter called “Error Processing Level” is added, which is used to determine how import
program will process errors when importing requisitions.

.
The user can choose to create requisitions with lines that passed validations even when there
may be other lines that have failed validations.
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
The two choices for Error Processing Level parameter are:
o
o

All: a requisition is created if all the lines from the same requisition header passed
validation.
Partial: a requisition is created with the lines that passed validation even though some
lines failed validation.
The value should be selected prior to submitting the Import Requisitions scheduled Process. By
default it will be “All”.
The following screen capture illustrates error processing:
Import Requisitions
STEPS TO ENABLE
KEY RESOURCES
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For more information, see the Requisition Import Whitepaper on My Oracle Support.
SEARCH AND VIEW ITEMS FROM PUNCHOUT CATALOGS IN SHOPPING
Information for items from punchout suppliers can now be loaded to the search index so that when a
requester performs a search using keywords that match the punchout item, the punchout item
information will be returned. Requesters can review the item information alongside local content and
perform comparisons.
When supported by your supplier, the requester is taken directly to the item on the supplier punchout
site to add it to the requisition.
This release contains the following punchout shopping features:

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
Inclusion of punchout catalog items in Shopping search results.
Navigation directly to item details page on the punchout site from the item search results.
(When item level punchout is enabled).
Ability for the catalog administrator to upload a punchout search index file when defining or
editing a punchout catalog.
Execution of basic validation and mapping of attributes to ensure meaningful data is loaded to
the punchout search index.
The following screen captures illustrate this feature:
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Search Results with Punchout Option
When the user clicks on Go to Supplier Site, they are taken directly to the item on the punchout site.
STEPS TO ENABLE
This feature is managed by the Procurement Catalog Administrator. There are no steps necessary to
enable this feature.
NEW SUPPLIERS REGISTRATION REQUEST
Requesters and preparers with the appropriate privilege can submit a supplier registration request from
Oracle Fusion Self Service Procurement. The request will be routed through an internal supplier
approval workflow for the supplier to be vetted and added as approved suppliers for your organization.
KEY RESOURCES
More details about this feature are found in the Internal Supplier Registration Flows feature description
in the Supplier Model section of this document.
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STEPS TO ENABLE
PURCHASING
The following features are added or changed for Purchasing in Release 9.
PROCUREMENT DOCUMENT NUMBERING
Configure document number generation for all Procurement document types, such as requisitions,
purchase orders, negotiations, and qualifications, from a single user interface. Incorporate a prefix or
suffix to your document numbering scheme, to easily correlate documents to originating business units
or legal entities. Define fixed length document numbers by padding the number from the sequence with
leading zeroes. For simple document numbering requirements bypass the setup altogether; a
numbering scheme is automatically put in place for you, with the creation of the first document.
The following screen capture illustrates the feature.
Manage Procurement Document Numbering
STEPS TO ENABLE
To configure complex document numbering schemes:
1. From the Navigator, select Setup and Maintenance.
2. Click the All Tasks tab.
3. Search for the Manage Procurement Document Numbering task, and in that task row, click Go
to Task.
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4. Click Add Row.
5. Enter your document numbering information as required.
6. Click Save and Close.
KEY RESOURCES

For more information on how to configure document numbering, go to Application Help, Define
Procurement Document Numbering: Critical Choices topic.
ADVANCED FINANCIAL ORCHESTRATION FLOW-DRIVEN PROCUREMENT
Drive tax efficiency in your supply chain by channeling purchases from low cost country sources through
strategically located legal entities, registered in favorable tax jurisdictions. Automate sold-to legal entity
selection on purchase orders by setting up financial orchestration flows. Specialize usage of your
orchestration flows for specific supplier countries or product category. If intercompany buy or sell
documentation is not mandated, legal entities should now be able to procure goods and services on
behalf of other legal entities within the enterprise, without the need for any financial orchestration flow
setups between the entities.
This enhancement enables several important features by expanding Procurement’s use of legal entities:
•
•
•
•
.
Sold-to Legal Entity on Purchase Orders
Advanced Supply Chain Financial Orchestration Flows
Procure for Another Legal Entity without Requiring Financial Orchestration
Centralized Billing without Requiring Financial Orchestration
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Sold-to Legal Entity on Purchase Orders
This feature offers the capability to:
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•
•
•
Identify the sold-to legal entity on the purchase orders issued to suppliers
Derive the sold-to legal entity from the purchase order during invoice entry
Identify the tax registration numbers for parties involved in the transaction and the location of
final discharge for the goods ordered
Advanced Supply Chain Financial Orchestration Flows
This feature provides the capability to:
•
•
•
•
•
•
•
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Replace intercompany transaction flows in global procurement scenarios
Provide financial orchestration for orders in global procurement scenarios
Provide capability to create a financial orchestration flow with:
o Qualifier for the flow to be applicable
o Primary physical route for the flow
o Financial route applicable for the physical route
Provide additional attributes to qualify the financial orchestration flow for transactions
Provide richer orchestration agreement terms by using transaction qualifiers
Eliminate the setup of supplier site assignment records
Captures the Financial Orchestration Flow and Purchasing Trade Organization on the purchase
order schedule
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Procure for Another Legal Entity without Requiring Financial Orchestration
This feature offers the capability to:
•
.
Allow a legal entity to procure for another without requiring financial orchestration
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Centralized Billing without Requiring Financial Orchestration
This feature allows for the capability to:
•
•
Centralize the invoice processing function without requiring financial orchestration
Derive and display the Bill-to BU for the purchase order
BENEFITS
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Displaying sold-to legal entity on orders facilitates with audit.
Richer orchestration flow support.
Reduced setup for global procurement.
Leverage economies of scale with centralized invoice processing.
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STEPS TO ENABLE
If you used Inventory Management intercompany functionality prior to Release 9, then after your
upgrade to Release 9, you must do the following to enable intercompany supply chain flows using
Supply Chain Financial Orchestration:
1. Identify profit center business units as Below Legal Entity
2. Associate profit center business units with inventory organizations
3. Enable the Supply Chain Financial Orchestration offering for implementation, and set the
offering status to Implemented
4. Select the Supply Chain Financial Orchestration of Procurement Flows feature in the
Procurement offering
5. Run the Verify Intercompany Flow Conversion scheduled process to confirm flow conversion
6. Assign the Supply Chain Controller or Supply Chain Application Administrator job role to your
implementation user
For details about performing these post-upgrade steps, see “Upgrading Intercompany Setups to Oracle
Fusion Supply Chain Financial Orchestration” on My Oracle Support (doc ID 1923777.1).
KEY RESOURCES
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For more information on how financial orchestration works in Procurement, go to Applications
Help, Dynamic Determination of the Sold-To Legal Entity: How It Is Determined topic.
For more information on how to procure for another legal entity, go to Application Help,
Creating a Purchase Order for Another Legal Entity: Example topic.
For more information on centralized invoice processing, go to Applications Help, Centralized
Procurement Billing: Explained topic.
PURCHASE ORDER SERVICE OPERATIONS AND BUSINESS EVENTS
Integrate with your supplier's system to record acknowledgement of dispatched documents through the
newly introduced acknowledge operation. Combine updates to order attributes along with line
cancellations in a single invocation of the purchase order service. You are no longer required to process
such changes through multiple change orders, causing the document to be revised and communicated
multiple times. Orchestrate business processes across multiple external applications by listening to
purchase order business events. External applications can subscribe to the new Purchase Order
Implemented, Change Order Implemented, Finally Closed, and Removed from Final Close business
events.
The following figure illustrates the feature.
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Purchase Order Service Operations
BENEFITS


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Automate the acknowledgment process
Reduce order administration overhead by consolidating changes
Orchestrate complex business processes across multiple loosely coupled applications
STEPS TO ENABLE
There are no steps needed to enable this feature.
KEY RESOURCES

For more information on web services, go to Application Help, Web Services: Overview topic.
SHIPPING METHOD ON PURCHASE DOCUMENTS
Capture and communicate comprehensive shipping method instructions on purchase orders and
agreements. Shipping method details can include not only the carrier name but also the mode of
transportation and the service level. Expedite specific order schedules by means of schedule level
shipping methods, without altering terms for the rest of the order.
The following screen capture illustrates this feature and its benefits.
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Shipping Method on Purchase Order
BENEFITS


Improved control on inbound logistics through clear shipping method instructions to the
supplier
Effectively respond to expedited delivery requests for specific order shipments
STEPS TO ENABLE
1.
2.
3.
4.
5.
6.
From Navigator > Setup and Maintenance.
Click the All Tasks tab.
Search for the Manage Carriers task, and in that task row, click Go to Task.
On the Manage Carriers page, search for your desired carrier.
Click the carrier name and on the Edit Carrier page specify service level and mode of transport.
Click Save and Close.
KEY RESOURCES

.
For more information, go to Application Help, Shipping Methods: Explained topic.
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RULES DRIVEN BUYER ASSIGNMENT FOR REQUISITION LINES
Author rules using common requisition attributes like business unit, commodity, or supplier to drive
automated routing of requisition lines to the desired buyer's work queue. Perform initial setup as well
as ongoing maintenance of rules leveraging spreadsheet upload or download operations. Test out the
accuracy of assignment rules by playing out what-if scenarios on hypothetical requisition data.
The following graphic illustrates the feature.
Rules-Driven Buyer Assignment for Requisition Lines
BENEFITS




Organizations can automate buyer assignment policies and route requisition lines to the
appropriate buyer
Excel integration provides ease of use
Test accuracy of buyer assignment rules
Improve fulfillment time by involving buyers in requisition approval
STEPS TO ENABLE
1. From Navigator > Setup and Maintenance.
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3. Search for the Manage Buyer Assignment Rules task, and in that task row, click Go to Task.
4. Click Add Row.
5. Enter your assignment rule information.
Note: You can use a spreadsheet template to upload rules from a spreadsheet using the Manage
in Spreadsheet action instead of manual entry.
KEY RESOURCES



For more information on buyer assignment rules, go to Application Help, Buyer Assignment
Rules: Explained topic.
For more information on creating buyer assignment rules, go to Application Help, Creating
Buyer Assignment Rules: Points to Consider topic.
For more information on how uploading buyer assignment rules, go to Application Help, Upload
Buyer Assignment Rules: Explained topic.
ENHANCED CAPABILITIES FOR BUYERS PROCESSING REQUISITION LINES
Return individual requisition lines to the requester for clarifications or corrections, while still being able
to work on fulfilling the rest of the requisition. Route requisition line splits or item substitutions for
approval from the requester and the requester's management chain. Process schedule splits or
distribution splits and still be able to reconcile back to the originating requisition lines and distributions.
The following screen captures illustrate this feature and its benefits.
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Buyer Modified Requisition Lines
BENEFITS


Optionally route buyer modified requisition lines for approval again
Demand for fixed price services can be split among multiple suppliers
STEPS TO ENABLE
1. In the Navigator, click Setup and Maintenance.
3. Search for the Configure Requisitioning Business Function task, and in that task row, click Go to
Task.
4. In the Requisitioning section, select Approval required for buyer modified lines.
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BUDGETARY CONTROL AND ENCUMBRANCE ACCOUNTING ENABLEMENT
Oracle Fusion Budgetary Control is now available as part of Purchasing transaction entry enabling you to
control and maintain budgets in a way that fits your organization’s needs. For complete details of this
Procurement feature see Budgetary Control and Encumbrance Accounting Enablement in Self Service
Procurement.
STEPS TO ENABLE
For information on enabling this feature, see the Budgetary Control and Encumbrance Accounting
Enablement feature in the Self Service Procurement section.
PROCUREMENT OF CONSIGNED INVENTORY FROM SUPPLIER
Effectively manage your end-to end consigned inventory program starting from setting up consignment
agreements with your suppliers to completing financial settlement. Create consignment agreements
with your suppliers to capture the terms and pricing for items to be purchased under the consignment
arrangement. Automatically issue purchase orders for consigned goods in response to requests for
consigned inventory. Report the consumption of consigned inventory to your supplier using the
consumption advice document. The consumption advice provides flexible reporting periods,
configurable level of detail, and multiple communication methods. Initiate financial settlement with
suppliers by self-billing for usage as reported on the consumption advice. Provide complete visibility to
the consignment process life cycle to monitor agreement usage, consignment orders, on-hand balances,
consigned inventory aging, consumption advices and billing.
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Consigned Inventory Process Flow
STEPS TO ENABLE
•
To create a consignment agreement, complete the applicable terms under the Consignment
Term section.
•
To create a consignment order: for each consignment line, check Consignment line and select
Consumption Advice for the Invoice Match Option.
KEY RESOURCES

.
For more information on consigned inventory, go to Application Help, Consigned Inventory:
Explained topic.
31



For more information on creating a consignment order, go to Application Help, What's a
consignment order? topic.
For more information on creating a consignment agreement, go to Application Help, What's a
consignment agreement? topic.
For more information on consigned inventory consumption, go to Application Help,
Consumption Advice: Explained topic.
SOURCING
The following features are added or changed for Sourcing in Release 9.
NEGOTIATION APPROVAL
Send negotiations to be approved before publishing the negotiations to suppliers. Obtain sign off from
all identified approvers and record the approval actions. Determine the approval routing using a flexible
rules engine, which can be configured to accommodate an organization's unique business requirements.
Approvers can review the document details and add comments before approving, rejecting, or routing
the document to additional approvers.
The following screen captures illustrate the feature and its benefits.
Submit Negotiation for Approval
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32
Negotiation Approval Graphical History
.
33
BENEFITS


Obtain business buy in before publishing the negotiation to suppliers
Ensure compliance with company policies and best practices.
STEPS TO ENABLE
3. Search for the Configure Procurement Business Function task, and in that task row, click Go to
Task.
4. If Enable Negotiation Approval option is checked, approvals will be enabled for Create
Negotiation flow.
KEY RESOURCES

For more information on negotiation approval, go to Application Help, Managing the
Negotiation Approval Process: Explained topic.
AWARD APPROVAL
Ensure accurate and policy compliant negotiation business awards by electronically routing award
decisions for approval before creating the resulting purchasing documents (for example., agreements or
orders). Determine the approval routing using a flexible rules engine which can be configured to
accommodate an organization's unique business requirements. Approvers can review the document
details and add comments before approving, rejecting, or routing the document to additional approvers.
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34
Submit Award for Approval and Manage Approval Flow
.
35
Submit Award for Approval and Manage Approval Flow
BENEFITS



Obtain business buy-in before awarding business to suppliers.
Enforce compliance with company policies.
Add transparency to the sourcing process.
STEPS TO ENABLE
3. Search for the Configure Procurement Business Function task, and in that task row, click Go to
Task.
4. If Enable Award Approval option is checked, approvals will be enabled for Award Negotiation
flow.
KEY RESOURCES

.
For more information on award approval, go to Application Help, Document and Award
Approvals: Explained topic.
36
NEGOTIATION NUMBERING
Configure automatic number generation for negotiations. Incorporate prefix or suffix to your document
numbering scheme, to easily correlate documents to originating business units or legal entities. Define
fixed length document numbers by padding the number from the sequence with leading zeroes. For
simple document numbering requirements, bypass the setup altogether; a numbering scheme is
automatically put in place for you, with the creation of the first document.
Manage Procurement Document Numbering
STEPS TO ENABLE
To configure complex document numbering schemes:
3. Search for the Manage Procurement Document Numbering task, and in that task row, click Go
to Task.
4. Click Add Row.
5. Enter your document numbering information as required.
KEY RESOURCES

For more information on how to configure document numbering, go to Application Help, Define
Procurement Document Numbering: Critical Choices topic.
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37
SURROGATE BIDDING
Accept offline paper responses from suppliers to comply with public sector requirements and to support
suppliers with connectivity problems. Enter the responses online on behalf of the suppliers, and
seamlessly manage and analyze them along with all other responses received in the negotiation. Retain
full audit trail of when the supplier responses were received and their delivery method, as well as who
ultimately entered them in the application.
Select Negotiation and Acknowledge Supplier Participation
BENEFITS


Enabling suppliers at any remote location to participate in the bidding process helps buyer to
get competitive responses for negotiation.
Any technical issues that registered supplier’s may face in accessing the application will not
affect response submission.
STEPS TO ENABLE
KEY RESOURCES

For more information on how to create supplier surrogate bidding, go to Application Help,
Creating a Surrogate Response: Worked Example topic.
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38
TWO STAGE RFQ
Ensure impartial judgment of supplier responses in markets that require technical and commercial
evaluation of proposals to be done independently. While suppliers submit their responses as a single bid
package, category managers first analyze the technical merits of the proposal while the commercial
aspects of the bid remain sealed. Commercial details of bids that pass the technical evaluation are
disclosed in the second evaluation phase, while the details of failed bids remain sealed. Category
managers enter surrogate responses on behalf of suppliers by submitting the technical terms of the
proposal during the first stage of the negotiation, and only entering the commercial terms if the first
stage evaluation is successful.
Configuring a Two Stage RFQ
BENEFITS


.
Allow customers to comply with the mandatory bidding process
Avoid bias in awarding responses
39
STEPS TO ENABLE
When creating a negotiation:
1. Select a negotiation style that enables two stage evaluation (the Two Stage Negotiation
predefined negotiation style).
2. Select Two Stage Evaluation.
KEY RESOURCES


For more information on two-stage RFQs, go to Application Help, Using a Two-Stage RFQ:
Explained topic.
To see a video on two-stage RFQs, go to Application Help, Creating Two Stage RFQs topic.
ONLINE MESSAGES
Collaborate with suppliers and team members throughout the negotiation life cycle using online
messages. Bring phone and e-mail conversations to the online negotiation knowing that the messages
will be retained for future reference and audit trail. Use rich text format and attachments to clearly
answer questions and provide clarifications.
The following screen capture illustrates this feature and its benefits.
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40
Online Messaging
BENEFITS



Provides a communication platform for all users participating in a negotiation
Facilitates fast and convenient communications
Provides an audit trail that can be easily consulted if any disputes arise
STEPS TO ENABLE
KEY RESOURCES

For more information on online messaging, go to Application Help, Using Online Messaging:
Explained topic.
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41
PROSPECTIVE SUPPLIERS IN NEGOTIATIONS
Create new potential suppliers with the goal of including them in sourcing engagements without
disrupting other procurement activities. Prospective suppliers can participate in sourcing events and
qualification activities, but cannot be used in other procurement activities. Prospective suppliers that
receive a business award during a sourcing event can be promoted to spend authorized status as part of
the sourcing process. Once the promotion process is approved, the award can be turned into actual
purchasing agreements and orders.
Evaluate and Award Prospective Supplier Responses
BENEFITS



.
Reduces time to bring a new supplier on board for sourcing only activities
Ease of registration and shorter process times enable category managers to tap new suppliers
for better savings opportunities.
The time and resource-intensive process of authorizing suppliers for spend transactions can be
done only for the suppliers who qualify in the negotiation process, thus reducing workload and
costs.
42
STEPS TO ENABLE
KEY RESOURCES

For more information on the prospective suppliers feature, go to Application Help, Using
Prospective Suppliers: Explained topic.
SHIPPING METHOD IN NEGOTIATIONS
Capture and communicate comprehensive shipping method instructions on negotiations. Shipping
method details can include not only the carrier name, but also the mode of transportation and the
service level.
The following screen capture illustrates this feature.
Shipping Method
BENEFITS


.
Improved control on inbound logistics through clear shipping method instructions to the
supplier
Effectively respond to expedited delivery requests for specific order shipments
43
STEPS TO ENABLE
1.
2.
3.
4.
5.
6.
From Navigator > Setup and Maintenance.
Search for the Manage Carriers task, and in that task row, click Go to Task.
On the Manage Carriers page, search for your desired carrier.
Click the carrier name and on the Edit Carrier page specify service level and mode of transport.
KEY RESOURCES

For more information, go to Application Help, Shipping Methods: Explained topic.
NOTIFICATION SUBSCRIPTION
Effectively manage communication to suppliers and collaboration team members by enabling and
disabling sourcing notifications from a setup screen. Select the relevant notifications for each
negotiation type (for example: auction, RFQ, or RFI.) based on your implementation needs.
The following screen capture illustrates this feature.
Sourcing Notification Configuration
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44
STEPS TO ENABLE
Setup of Sourcing notifications is performed using the Setup and Maintenance work area. Access the
Manage Sourcing Notifications task in the Sourcing functional area of the Procurement offering.
KEY RESOURCES

For more information about notifications, go to Application Help, Notifications and Approvals
FAQs topic.
SUPPLIER MODEL
The following new features are added or changed for Supplier Model in Release 9:
PROSPECTIVE SUPPLIER LIFE CYCLE
This new feature allows buying organizations to capture new potential suppliers without disrupting the
ability to manage and track approved suppliers.
With this feature, a business relationship is introduced to identify a prospective supplier which limits it
to sourcing and qualification activities. The business relationship allows prospective suppliers to be
segregated from spend authorized suppliers to manage the supply base more efficiently, reducing
clutter and maintenance.
An approval process controls the promotion of the supplier’s business relationship to Spend Authorized,
which allows the supplier to be used in spend related transactions. The business relationship can be
defaulted or assigned by users with the Supplier Manager job role in supplier creation and registration
flows.
The prospective supplier lifecycle feature gives you the ability to:



Create a prospective supplier.
Request a spend-authorized supplier.
Use a new approval process to create a spend-authorized supplier.
Creating a Prospective Supplier
Prospective Suppliers can be created through supplier registration flows, through supplier import or
manually from the Suppliers Work Area.
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45
Supplier Creation
Users can configure what supplier profile elements need to be made available during the registration
process for prospective suppliers. Approval rules can also be configured specifically for prospective
suppliers to be routed to specific approvers.
Register Supplier
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46
Manage Supplier
Request for Spend-Authorized Supplier
The spend authorization request process allows for prospective suppliers to be converted to spendauthorized so they can be used in procurement transactions involving financial spend such as purchase
orders or invoices.
When a spend authorization requested is raised, supplier sites are automatically created for the
procurement BU. For a manual supplier request, the user chooses which of the BU’s sites should be
created.
Manual Request
Prospective suppliers can be made spend authorized through a manual process where a supplier
administrator can request a prospective supplier to be promoted. Users can submit the manual
request that will then be routed to a predetermined set of approvers. On completion of the
approval process, the business relationship for the supplier is updated from Prospective to
Spend Authorized.
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47
Promote to Spend Authorized
Automatic Request
A request can also be automatically generated when a registration request for a spendauthorized supplier is approved.
In addition, when a prospective supplier participates in a negotiation process and that
culminates in the supplier being awarded a contract, a spend authorization request is triggered
which when approved updates the supplier to spend authorized.
Spend Authorization Approvals
When a spend authorization request is raised, the supplier record becomes read-only for all users
except the current approver, which allows the approver to review and update the supplier as needed to
ensure it’s ready for procure to pay transactions. The supplier is in a state of pending approval as
identified by the attribute spend authorization review status. This attribute is only displayed on the
supplier record if the spend authorization request is pending approval or rejected. If the status is
rejected, the user has the ability to resubmit the request for review after making any necessary changes
based on the rejection reasons identified.
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48
Requesting Spend Authorization Approval
Monitor Spend Authorization Approval
STEPS TO ENABLE
TIPS AND CONSIDERATIONS

When considering these features for implementation in your organization, you may need to
perform additional setup if you require changes to the default setup.
For instance, out of the box, approval requests for prospective supplier registrations are
configured to be routed to supplier administrators. If this does not meet the business
requirements for your organization, then you may need to modify setup configurations for
approval rules to suit your need. If your business requirements are met by the default setup
configurations provided, then there is no need to perform additional setup.

Seeded approval rules for supplier spend authorization should also be reviewed in the Manage
Supplier Spend Authorization Approvals task.
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49
CAPTURE MULTIPLE CLASSIFICATIONS AND ATTACHMENTS
The enhanced business classifications table allows multiple supplier certifications to be tracked for the
same classification from different agencies. Managing multiple supplier certifications across agencies
improves supplier diversity tracking for localized sourcing opportunities.
The table enforces improved control and tracking of classified suppliers by capturing additional
attributes including:




Status
Start Date
Provided By
Confirmed On
Attachments are now supported to capture important verification documents, such as certificates
issued by agencies. Also, support for Notes was added to record any additional information related to
each classification captured. All of these enhancements and usability improvements are also exposed to
companies registering in supplier registration.
List of Certifying Agencies Associated with Classification
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50
Confirmation message in form of a popup is introduced to verify accuracy of information provided when
the user saves the classification.
The name of the supplier contact that provided the classification details can also be captured.
Capturing Business Classifications in Supplier Registration
New attributes of classification:

Status: The classification status is derived based on the start date and expiration date
compared to today. Statuses include:
o
o
o




Current = valid as of today
Future Dated = Start date is greater than today
Expired = Expiration date is earlier than today
Start Date: The date from which the classification is valid.
Provided By: The name of the supplier contact that provided the classification information.
Confirmed On: The date in which the classification was verified.
Multiple attachments can be maintained for each classification to record supporting
documentation.
Business Classification Attributes
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51
Supplier administrators can use Notes to record any additional information related to the classification
or details about discussions with the supplier about their certification. New suppliers can also use this
feature to provide attachments and enter notes during registration.
STEPS TO ENABLE
To configure business classification lookup codes:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
From the Navigator, select Setup and Maintenance.
Search for the task list named Define Business Classification Configuration. Expand the task list.
Click the Go to Task button for the task named Manage Business Classification Lookups.
Select New from the Actions menu.
Enter new lookups as required.
Repeat steps 4 through 7 for the task named Manage Minority Group Lookups.
Click the Go to Task button for the task named Manage Certifying Agencies.
Select Add from the Actions menu.
Enter new certifying agencies as required.
MANAGE CERTIFYING AGENCIES
You can maintain the certifying agencies that are recognized as authorized organizations for issuing
classification certifications.
Setup to improve data management of supplier business classifications enables buying organizations to
control which certifying agencies they authorize for issuing classifications. This saves time validating
certificates submitted by suppliers. It also streamlines the end user entry of supplier classifications by
maintaining associations between the certifying agency and the applicable classifications enabling a
filtered list of valid values. New agencies not found in the list can still be provided by supplier users in
supplier registration. The procurement administrator can add the new agency if it is deemed valid.
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52
Managing Certifying Agencies
The page helps in associating the certifying agency with relevant business classifications which allows
you to filter the relevant agencies when entering new supplier classifications.
STEPS TO ENABLE
To configure certifying agencies:
1.
2.
3.
4.
5.
6.
Search for the Manage Certifying Agencies task, and in that task row, click Go to Task.
Click Add.
Enter information as required.
EXPIRING BUSINESS CLASSIFICATION NOTIFICATIONS
This feature introduces new notifications to alert suppliers about expiring business classifications.
Reminders are sent based on a configured interval until expiration is reached. The notifications drive
action from the supplier to maintain business continuity and avoid falling out of standing with the
buying organization. The notifications are sent to supplier’s administrative contacts having an active
Oracle Fusion Supplier Portal user account.
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53
Notifications for expiring classifications are sent to supplier users to inform them about the impending
classification expiration to drive action.
The supplier contact who also is an administrative contact and has an active user account can receive
notifications prior to the classification expiry based on the notification parameter that is set. Also,
reminder notifications are triggered in regular intervals based on the notification parameters. Such
notifications, helps in maintaining the business continuity of the supplier with the buying organization.
An expired classification notification is triggered for classifications when expiration date passes.
The notification parameters can be set on the Configure Supplier Notifications setup page.
Configure Supplier Notification Setup
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54
Expiry Notification
Triggering Supplier Business Classification Expiry Notifications
The following ESS process must be enabled to run daily in order to trigger expiring supplier business
classification notifications.
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55
ESS Job Triggering Notifications
STEPS TO ENABLE
To trigger Expiring Supplier Business Classification Notifications:
1.
2.
3.
4.
5.
Search for the Configure Supplier Notification task, and in that task row, click Go to Task.
Enter Notification of Expiration and Reminder Frequency.
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MANAGE THIRD-PARTY PAYMENT RELATIONSHIPS
Third-party payments help suppliers reduce their liabilities without having to make payments to the
third party directly. This reduces the direct funds movement and improves settlement efficiency.
Multiple third-party payment relationships can be managed on the site level of the primary supplier’s
profile. A date range determines which third party is the active remit-to supplier that can receive
payments on behalf of the primary supplier.
The feature includes alerts to proactively report inactive remit-to suppliers or addresses. The active
relationship can be marked as default to automatically populate the payee during invoice and payment
processing.
The following screen captures illustrates this feature and its benefits:
Managing Third-Party Relationships
The third-party suppliers are distinct suppliers defined in the supplier master along with mandatory
address information.
SUMMARY OF FEATURES







.
Multiple third-party payment relationships can be defined for a primary supplier.
The relationship is established by selecting a remit-to supplier and address.
Enforces only one relationship is active at a time.
Active relationship can be selected during invoice or payment creation.
Description text captured can be printed on the payment check as a reference.
Default relationship auto-populates as the payee on new invoices.
Displays alerts if remit-to supplier or address is no longer active.
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STEPS TO ENABLE
UPDATE SUPPLIER MASTER FROM QUESTIONNAIRE RESPONSE
Important supplier profile information can be collected during the supplier qualification process.
Integration with the new Oracle Fusion Supplier Qualification product enables this information to be
passed to the supplier master to improve the value of your supplier data. As part of the qualification
process a supplier responds to a questionnaire for assessment which may contain questions linked to
supplier profile attributes. When the responses are accepted by the Qualification Manager the profile of
the responding supplier is updated with the question responses.
STEPS TO ENABLE
KEY RESOURCES
More information about this feature is available in the Supplier Qualification section of this document.
ENHANCED SUPPLIER DUPLICATE PREVENTION
This feature introduces a review process to prevent adding duplicate suppliers to the supply base.
During supplier creation a duplicate check is run against existing parties and potential matches are
presented to the user. The fuzzy match rules engine is powered by the Enterprise Data Quality product,
a Fusion Middleware technology.
Based on setup configuration, the search for duplicates can be, optionally, expanded beyond suppliers
and include other party types such as customers and partners to minimize redundant maintenance of
common external parties across Fusion Applications. If an existing party is selected a supplier
relationship is established which adds it to the supplier master. Addresses and contacts of the shared
party can become supplier addresses and contacts for use on procurement related transactions.
This feature is also enabled in supplier registration approval where potential matches are presented to
approvers to determine if the registering company already exists.
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58
STEPS TO ENABLE
To define supplier match configuration:
3. Search for the Define Supplier Match Configuration task, and in that task row, click Go to Task.
4. Select party relationship types that will be used to perform duplication checks to retrieve
potential matches during supplier creation.
Note: The feature is only supported for Oracle Procurement Cloud customers, and requires that you
license Oracle Fusion Enterprise Data Quality.
COUNTRY-DRIVEN ADDRESS MANAGEMENT
Create and maintain addresses for suppliers based on the geographical address structure of the country.
Selecting the address country determines the format displayed and geographic data used for validation
to drive error free data entry. Address element values are derived or auto-filtered to a valid list of
values based on previously selected address elements.
The country-specific address formats can be configured to determine which address elements are
presented, the display order, as well as the label shown to the end user to facilitate data entry.
Countries with the same address structure can use a default format or share configured formats. This
feature is enabled in all supplier creation flows, as well as supplier registration.
STEPS TO ENABLE
To configure specific address definitions for managing supplier address data, the setup tasks Manage
Geographies and Manage Address Formats need to be reviewed.
To configure addresses:
6.
7.
8.
9.
10.
.
Search for the Manage Geographies task, and in that task row, click Go to Task.
Enter address information as required.
Click Done.
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Note: These setups are supported by the central Fusion Trading Community Architecture (TCA) product
which manages external party data used by supplier and customer master data. Changes to these
setups will impact any product using TCA location data.
NEW INTERNAL SUPPLIER REGISTRATION FLOWS
Access to internal supplier registration is expanded to allow internal users to request suppliers from
additional product areas. Internal supplier registration provides a controlled process allowing
employees to suggest new sources of supply. This flow is enabled in the Supplier’s Work Area allowing
internal supplier administrators to register a new supplier. For broader usage, this flow can also be
deployed to Oracle Fusion Self Service Procurement users from the Purchasing Requisitions Work Area.
Out of the box, this is hidden from requesters allowing the buying organization to determine how
broadly employees should be granted access to request new suppliers. This enables users outside of the
procurement department to have input on supplier selection to meet specific needs and reduces
inefficient offline communication. To maintain control, approval rules can be quickly configured to
route internal supplier registration requests separate from external registrations submitted by
companies. Routing can even be based on the internal registration source from the originating product
area, which is also useful for registration tracking and reporting.
An internal supplier registration can come from one of the following three flows:



Sourcing Invitation: Supplier can be registered within the create supplier negotiation flow.
Internal Supplier Request: From the Suppliers Work Area, a supplier can be registered by an
internal supplier administrator.
Self Service Procurement: Supplier requested by a procurement requester.
Two separate registration flows can be deployed based on the intended business relationship.


.
Spend Authorized Supplier requests: Companies already identified for a procurement need are
directed by the buying organization to the spend authorized registration flow to capture more
rigorous profile information needed before agreements, orders, and invoices can be transacted.
For example, a spend-authorized company registering can be required to provide bank account
information.
Prospective Supplier requests: Unknown companies are presented with the prospective flow to
capture minimal profile information (configurable by the buying organization). These suppliers
only need to provide minimal profile information that is necessary to participate in the bidding
process.
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STEPS TO ENABLE

NEW SUPPLIER REGISTRATION CONFIGURATION
Configure registration to capture different information based on the intended business relationship with
the new supplier. This feature helps deploy two distinct supplier registration flows to input new
suppliers.
Companies already identified for a procurement need can be directed to the spend authorized
registration flow to capture more rigorous profile information needed before agreements, orders and
invoices can be transacted. Comparably, unknown companies can be directed to a simpler prospective
registration flow to capture minimal profile information needed to participate in sourcing events.
The configuration allows for specific profile information to be required, optional, or hidden in the
registration flow.
Configure Supplier Registration
Access to registration flows is controlled through two distinct URLs, which the buying organization
determines how to expose. For example, companies already targeted for spend are invited to register
using the spend-authorized registration flow.
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61
Configure Procurement Business Function
Prospective supplier registration captures minimal information.
Prospective Supplier Registration
Spend authorized registration captures a complete supplier profile.
Spend Authorized Supplier Registration
STEPS TO ENABLE
To configure what profile information should be captured from prospective suppliers distinct from
spend authorized suppliers in the respective supplier registration flows:
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62
3. Search for the Configure Supplier Registration task, and in that task row, click Go to Task.
4. Select the profile information that you want to be included in the registration flow, such as
Organization Details, Contacts, Addresses, Bank Accounts, and so on. Profile information can be
enabled, hidden, or required.
5. Select Prospective or Spend Authorized from the registration sources.
SUPPLIER REGISTRATION PUSH BACK
To improve the efficiency in reviewing new supplier registrations it is often critical to be able to loop
back with companies to collect further detail. A new action for approvers, called Request to Resubmit,
returns the registration to the requester to provide additional information and resubmit. Returning a
registration for resubmission is an alternative to the Approve and Reject actions. Approvers can provide
questions or describe what additional information needs to be added to the registration. A notification
presents this information to the requester along with a link to access their registration for editing. Since
registration data is changed the approval rules are executed again upon resubmission requiring
approvals to be collected. A similar action is also enabled on internal supplier registrations, called,
Request for Information, allowing the same loop back with internal users submitting a registration on a
company’s behalf.
This feature allows a supplier registration request to be returned to the requester to provide additional
information and resubmit.



Returns registration to the requester to provide additional information.
Action is performed by the current approver of the registration.
Approver describes what information is needed from the requester.
Reason for Resubmission
.
63
The requester is notified and uses the update supplier registration request link to provide updates.
When updates are completed the requester resubmits the registration which will rerun the approval
workflow rules since content, impacting approval requirements, may have changed. The registration is
then routed to all required approvers.
Request for Additional Information Alert
STEPS TO ENABLE
SUPPLIER REGISTRATION EXPANDED DATA CAPTURE
This feature includes improvement in the collection of additional supplier profile information in
registration flows thereby reducing downstream work required by internal resources to complete
supplier records.
New registering suppliers can now indicate the job roles performed by contacts, needed for establishing
Oracle Fusion Supplier Portal user accounts. When the registration is approved, the selected job roles
are provisioned to the contact’s account and privileges are granted to access the Oracle Fusion Supplier
Portal. Also, for improved correspondence between the supplier and the buyer, addresses and contacts
of a supplier can be associated during supplier registration. You can specify the supplier contacts that
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64
have responsibilities for a specific address location. This establishes the supplier site contacts that can
be assigned on Procurement documents.
This feature allows:




A registering company to specify job roles performed by their supplier contacts.
Users can select job roles during contact creation.
Privileges for the contact’s Supplier Portal user account.
Provisioning of Job roles and user account when the registration is approved.
Expanded Data Capture for Job Role
STEPS TO ENABLE
.
65
NEW SUPPLIER IMPORT ENTITIES
The following supplier profile entities are now supported for import:



Supplier Business Classifications
Supplier Products and Services Categories
Contact Addresses (supported on the Import Supplier Contacts import process)
These are added to the existing supplier profile entities that are available for import through a user
friendly flat file based upload process. In addition, general import reporting enhancements are included
to improve supplier import usability, such as new summary tables displaying import record counts
enabling easy drill down to result details.
Import Suppliers Profile Entity Options
STEPS TO ENABLE
IMPORT SUPPLIER PROFILE UPDATES
Supplier import feature enabling customers to update supplier profile data as a group. The ability to
apply common changes across many supplier records is important to the operational efficiency of
managing supplier data. Any attribute that can be maintained in the user interface can be updated
through the supplier import processes for the supported profile entities. Import actions of Update and
Delete are used to process supplier record changes. However, deletion is only applicable for profile
entities without an inactive date to control the record status.
In this release, the system supports update on the following entities:
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66





Suppliers
Supplier Addresses
Supplier Contacts
Supplier Business Classifications
Delete is supported on the following entities:



Business Classifications
Contact Addresses
The import template now supports an action Update that should be used to perform both changes and
deletes to the supplier profile data.
The import action in the table determines whether to create a new record or update an existing one.
Business Classifications Interface
Products and Services Category Interface
Supplier Addresses Interface
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67
Supplier Import Report
STEPS TO ENABLE
KEY RESOURCES
Use the supplier import templates available in the following location to setup the import data:
https://fusionappsoer.oracle.com/oer/
SUPPLIER QUALIFICATION MANAGEMENT
Oracle Fusion Supplier Qualification Management enables you to streamline the process of qualifying
suppliers according to pre-defined criteria that meaningfully support the procurement function within
an organization. Using Supplier Qualification Management a buying organization can define the
requirements that a supplier should meet, pre-qualify the supplier based on a simpler set of
requirements and then qualify the supplier by performing required verifications. It also allows you to
assess and maintain the qualifications on an ongoing basis.
Introducing Fusion Supplier Qualification
.
68
CREATE AND MANAGE QUESTIONS
Easily capture and organize your business requirements by creating a library of qualification questions
and use them for qualifying or assessing various suppliers. All business requirements that a supplier
needs to meet to be qualified are captured as questions in the question library. Create questions to
solicit information from supplier contacts or from users within the buying organization. For each
question specify the question text, the acceptable responses, and the requirements for supporting
documents. Optionally map a question to an attribute in the supplier profile using the information
available as part of the supplier record. When there is a need to request additional information based
on a response to a given question you can create follow-up questions for each acceptable response. All
questions created in the question library are available across all procurement business units.
.
69
Manage, Create, and Edit Questions
STEPS TO ENABLE



Maintain consistent qualification criteria across the enterprise
Leverage supplier profile information for qualification process
Version control questions for accountability and better tracking of information obtained from
suppliers
STEPS TO ENABLE
KEY RESOURCES

For more information about qualification questions, go to Application Help, Creating a
Question: Worked Example topic.
CREATE AND MANAGE QUALIFICATION AREAS
A qualification area is a grouping of related questions that help you qualify a specific aspect of the
supplier for example, ISO 14001 certification). Once all the requirements are defined as questions in the
question library, you can create a qualification area and add relevant questions that help you qualify the
supplier to that qualification area. For each qualification area you can specify the qualification outcomes
that can be assigned to the suppliers during the evaluation process. You also have the option to create
qualification areas that gather information from suppliers without the need to assign a qualification
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70
outcome. All qualification areas can be set as global. That is, they are available to all procurement
business units or you can set the qualification area to be available to one or more specific procurement
business units only.
Manage, Create, and Edit Qualification Areas
STEPS TO ENABLE

Streamline qualification process by predefining qualification areas
STEPS TO ENABLE
KEY RESOURCES

For more information about qualification areas, go to Application Help, Qualification Areas:
Explained topic.
.
71
CREATE AND MANAGE QUALIFICATION MODELS
Just like a qualification area allows you to evaluate a given aspect of a supplier, a qualification model
allows you to qualify the supplier as a whole. A qualification model is a grouping of qualification areas
for different aspects of a supplier that you use in conjunction to qualify the supplier as a whole. All
qualification models use the same set of assessment outcomes. You can set the qualification model as
global. That is, they are available to all procurement business units or you can set the qualification
models to be available to one or more specific procurement business units only.
Manage, Create, and Edit Qualification Models
STEPS TO ENABLE

Streamline qualification process by predefining qualification models
STEPS TO ENABLE
KEY RESOURCES

For more information about qualification models, go to Application Help, Qualification Models:
Explained topic.
CREATE QUALIFICATION AND ASSESSMENT INITIATIVES
You create an initiative to qualify one or more suppliers in an easy streamlined approach. You can create
a qualification initiative to qualify specific aspects of the supplier by selecting one or more qualification
.
72
areas or an assessment initiative for assessing the supplier as a whole by selecting a qualification model.
To add suppliers to the initiative you can search for them based on multiple supplier profile attributes as
well as transaction data. For an initiative you can specify the evaluation team that will be responsible for
evaluating the qualifications and assessments. For each qualification or assessment that will be created
as part of the initiative you can capture the evaluation due date, the owner, the supplier contact and
the internal responder. The system will generate questionnaires based on the questions included on the
initiative and send to each supplier. You can customize the questionnaire to fit your business needs and
specify a due date. You can launch the initiative anytime during the process once all required
information is entered.
The following graphic and screen capture illustrates the feature.
Create Initiative Flow
.
73
Qualification Initiative
STEPS TO ENABLE



Streamlines the qualification process for one or more suppliers or supplier sites
Saves you time while managing the qualification processes
Ensures all suppliers on an initiative are evaluated using the same evaluation criteria
STEPS TO ENABLE
KEY RESOURCES

For more information about qualification initiatives, go to Application Help, Initiatives:
Explained topic.
CUSTOMIZE QUESTIONNAIRES FOR THE INITIATIVES
During the initiative creation process the system will generate default questionnaires based on the
qualification areas or qualification model added to the initiative. The system may generate up to two
questionnaires; one to be sent to the supplier contact and one to be sent to the internal contact within
.
74
the buying organization. For each questionnaire you enter a title, an introduction, and the due date to
submit responses. You can also customize the system created sections on the questionnaire or create
new sections. Sections allow you to group questions into logical subsets. The questionnaire can be
further customized by removing existing sections, reordering the display of sections, moving questions
from one section to another, and removing questions that are not required. All changes made to a
questionnaire can be previewed before being saved. Once a questionnaire is created and sent out to the
suppliers or internal responders no changes are allowed to the questionnaire.
Edit Questionnaire for Initiative
STEPS TO ENABLE
KEY RESOURCES

.
For more information about questionnaires in initiatives, go to Application Help, Initiatives:
Explained topic.
75
RESPOND TO QUESTIONNAIRES
The Questionnaires capture supplier or internal responder responses to the questions and are stored in
a single response repository that is used to evaluate suppliers. All recipients of the questionnaire receive
a notification requesting their response to the questionnaire with a link directly to the questionnaire.
The supplier contacts can also access any questionnaires assigned to them using the Oracle Fusion
Supplier Portal. When a supplier contact or internal responder selects a questionnaire they are taken to
a page where they can provide answers to each question on the questionnaire. The responders can save
and update the questionnaire response at any time before submitting it for acceptance. The supplier
contact or internal responder can submit the questionnaire once all required responses have been
provided.
Supplier Response to Questionnaire
.
76
STEPS TO ENABLE
KEY RESOURCES

For more information about supplier responses, go to Application Help, Responding to a
Questionnaire: Explained topic.
EVALUATE A QUALIFICATION OR AN ASSESSMENT
Evaluating a qualification or an assessment allows a buying organization to understand the level at
which the supplier meets the requirements and then determine the extent of the relationship the
buying organization should establish with that supplier. Once the responses submitted by the supplier
and the internal responder are accepted, the evaluation team members can review the responses and
decide upon the qualification or assessment outcome to be assigned to the supplier. During this process
the evaluation team members enter their final comments, assign an outcome, and enter a start date
and an end date for the qualification or assessment. Once the qualification or assessment is finalized,
the information is available to research suppliers in Oracle Fusion Sourcing.
The following screen captures illustrate the feature.
.
77
Start the Evaluation from the Supplier Qualification Overview
.
78
Evaluation of the Supplier Qualification
STEPS TO ENABLE


Ensures the supplier evaluation process is completed on time
Provides the results of evaluation to other procurement business processes
STEPS TO ENABLE
KEY RESOURCES

For more information about evaluating a qualification, go to Application Help, Creating a
Qualification and an Assessment: Explained topic.
MONITOR SUPPLIER QUALIFICATION ACTIVITY
At any given time you can view all qualification activities and associated transactions that you are
involved with from various access points within Supplier Qualification including the Overview work area
and the Monitor Initiative page. The Overview work area provides a snapshot of all latest transactions
.
79
across initiatives and their current status giving you a better visibility of your workload. The Recent
Activities table on the Overview work area provides details on events that have occurred recently and
the recommended action that you can take for that event. The Monitor Initiative page provides the
overall progress of a single initiative. This page is your single point of entry to manage all aspects of the
initiative after it is launched. From this page you can view all the suppliers on an initiative and the status
of the questionnaire responses received from each supplier. You can view all completed qualifications
and assessments on the initiative. You can also initiate the evaluation of incomplete qualifications and
assessments from here.
Supplier Qualification Overview Work Area
STEPS TO ENABLE
KEY RESOURCES
.
80

For more information about qualification activity, go to Application Help, Using the Supplier
Qualification Work Area Overview: Explained topic.
REQUALIFY SUPPLIERS
Suppliers are requalified or reassessed when events such as expiration of supporting documents,
expiration of qualifications, or assessments occur. The requalification process can include all activities
such as selecting a qualification area and model selection, soliciting and capturing responses from
suppliers and internal responders, evaluating the impacts of new responses on existing qualifications
and assessments, and assigning outcomes to qualifications and assessments for a complete
requalification. It also includes simple activities such as extending the end date of an existing
qualification or assessment or assigning a new outcome for a quick reevaluation process. Promptly
requalify or reassess a supplier when one of the following events occurs: expiration of existing active
qualifications or assessments, expiration of supporting documents tied to responses that are part of
existing active qualifications or assessments, updated response for questions that are part of existing
active qualifications, and updated qualification for qualifications that are part of existing active
assessments. Optionally you can requalify or reassess the supplier at anytime without the occurrence of
the above defined events.
The following graphic illustrates the feature.
.
81
STEPS TO ENABLE


Ensure continuity in business processes by preventing lapse in supplier qualifications
Ensure qualifications and assessments for suppliers are based on the most current information
STEPS TO ENABLE
KEY RESOURCES

For more information about supplier requalification, go to Application Help, Requalification:
Examples topic.
.
82
REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All
updates are logged below, with the most recent updates at the top.
Date
Sep 15, 2014
May 5, 2015
.
What’s Changed
Document published
Added content to explain the steps to enable features at
various points throughout the document. Made various
corrections and improvements to text.
Notes
83
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
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We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly
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of The Open Group. 0114
R9_Procurement_WhatsNew_15Sep2014

Oracle Procurement Cloud - What`s New in Release 9

Transcription

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