The buying company view provides the same easy to use view of procure-to-pay transactions as the supplier view. Using the Internal User View responsibility in Oracle iSupplier Portal, your buying company can view award, shipment, receipt, invoice, and payment information. They can also search for information across all suppliers, as well as respond to supplier change requests.
This section includes information for buying companies using Oracle iSupplier Portal, and includes the following:
When you access the Oracle iSupplier Portal application using the Internal User View responsibility, the Oracle iSupplier Portal home page displays.
This page provides the following information:
The following buttons display on the home page and all Oracle iSupplier Portal pages:
Home - Returns you to the main portal where you can select another responsibility or application
Logout
Preferences - Displays the Preferences page
Oracle iSupplier Portal provides tabs for easy navigation. For example, if you want to view of a award, start by clicking the Orders tab, and then click an order type in the task bar directly below the tabs.
This section displays direct links to various functionality in the Oracle iSupplier Portal application. Click any link to go directly to the corresponding page.
To view notifications, click the linked subject. Notifications are messages that you may respond to. For example, a supplier may have submitted a change request and is waiting for you to respond to (accept) it.
To view your most recent orders, click an award number.
Modifications at a Glance
To view your most recent modifications, click a modification number.
To respond to supplier change requests, click an award number.
For more information, please refer to the CLM for Public Sector Implementation Guide.
The Awards page enables you to view and search for awards.
Some examples of fields for you to enter search criteria include:
Operating Unit
Award Number
Order Date
Supplier
Supplier Site
Buyer
You must enter minimum search criteria to display search results. Minimum search criteria for awards include operating unit and award number or supplier.
Using advanced search, you can build and narrow searches with the available search operators. Search operators enable you to specify the matching conditions for a search. Available search operators include:
is - Use this operator for an exact match.
After you have entered you search criteria, click Go.
Once your search criteria displays, you may view details of awards in the awards list.
If you would like to export data regarding awards, click Export.
To view the details of an award, click the award number link.
The View Award Details displays the details of the award. Use the Actions menu options to view further details for the award. Note also that you can create a work confirmation for this award by selecting Create Work Confirmation from the Actions menu.
The IDVs page enables you to view and search for supplier IDV details.
You may search for details on supplier IDV using the following search criteria:
Operating Unit
Award Number
Supplier
Supplier Site
Global
Effective From Date
Effective To Date
Status
You must enter minimum search criteria to display search results. Minimum search criteria for agreements include operating unit and Award Number or supplier.
You may view details of supplier agreements in the search results list.
If you would like to export data regarding supplier agreements, click Export.
The Award Revision History page enables you to view and search for purchase history details.
You may search for details on award revision histories using the following search criteria:
Business Unit
Award Number
Release Number
Supplier
Revision
Supplier Site
Document Type
Creation Date
Revised Date
You must enter minimum search criteria to display search results. Minimum search criteria for purchase history include business unit and Award number or supplier.
You may view details of award revision histories in the search results list.
If you would like to export data regarding award revision histories, click Export.
Note: The Acknowledging Changes feature is not available for CLM awards.
Over the lifecycle of an award, the supplier may communicate changes to values on the award. These changes could be changes to the award values themselves. If the award represents a complex work project, the supplies may need to bill you at interim points during the life of the contract. In these cases, the supplier will create a work confirmation to notify you upon achievement of a certain milestone, or performance of a certain completion percentage. In either case, you need to acknowledge the change.
Route Change Requests to Requester
Buying organizations can route supplier change requests to the requester for approval. You can create a routing rule based on any combination of these attributes: promised date, shipment quantity, and price for non-catalog items. Using a Purchasing responsibility, navigate to Setup > Tolerance and Routing > Supplier Change Award.
The application routes supplier change requests that meet predefined rules to the requester for approval. When the requester does not have the appropriate approval authorization, the approval of the requester's approval hierarchy is required.
To acknowledge award change requests:
The Change Requests page enables you to view awards with outstanding change requests as well as awards rejected by suppliers.
To view a list of awards that suppliers have rejected, select Supplier Acknowledgement Rejections from the View menu and click Go.
To respond to supplier change requests:
From the iSupplier Portal Home page, click the Awards tab, and then click the Pending Changes subtab.
Select Change Requests Pending Response from the View menu and click Go.
Select the award whose changes you wish to approve/reject, and click Respond to Changes.
On the Respond to Supplier Changes page, the values for the award lines that have been changed by the supplier are displayed in the PO Details section. For any value that has changed, you can see the previous value and the new value, flagged with a green star.
To accept all the changes, click Accept All. To reject all changes, click Reject All.
Otherwise, for any changes you wish to address, select Accept or Reject from the Response menu. You can also enter text documentation in the Reason column. When finished, click Submit.
You will receive confirmation that your response to changes has been submitted.
To acknowledge a work confirmation:
On the Awards tab, click the Work Confirmations subtab.
On the Work Confirmations page, select Work Confirmations to Approve from the View menu and click Go.
Select the work confirmation you wish to view and click Respond.
The work confirmation may include one or more pay items for approval. Select the appropriate action from the Response menu. You can enter a note to the supplier (if you reject a pay item, a reason is required).
When finished replying to the pay items on the work confirmation, click Submit.
The shipment information tab contains alerts and information about upcoming shipments and receipts and payments.
On the View Advance Shipment Notices page, you may search for details on advance shipment notices using the following search criteria:
Shipment Number
Supplier
Supplier Site
You must enter a minimum search criteria to display search results. Minimum search criteria for shipment notices include shipment number or supplier.
You may view details of shipment notices in the search results list.
If you would like to export data regarding shipment notices, click Export.
On the Receipt Transactions page, you may search for details on receipt transactions using the following search criteria:
Organization
Supplier
Supplier Site
Receipt Number
Receipt Date
Award Number
Item
Supplier Item
Receipt Location
You must enter a minimum search criteria to display search results. Minimum search criteria for receipts include receipt or supplier.
You may view details of receipt transactions in the search results list.
If you would like to export data regarding receipt transactions, click Export.
The account information section contains information about invoices and payments.
On the View Invoices page, you may search for details on invoices using the following search criteria:
Invoice
Supplier
Supplier Site
Invoice Date
Award Number
Payment
Packing Slip
Payment Status
Operating Unit
Gross Amount
Invoice Date
Amount Due
Due Date
You must enter a minimum search criteria to display search results. Minimum search criteria for invoices include invoice number or supplier.
You may view details of invoices in the search results list.
If you would like to export data regarding invoices, click Export.
On the View Payments page, you may search for payment summaries using the following search criteria:
Payment
Supplier
Supplier Site
Payment Date
Award Number
Packing Slip
Operating Unit
Payment Amount
Payment Date
You must enter a minimum search criteria to display search results. Minimum search criteria for payments include payment number or supplier.
You may view payment details in the search results list.
If you would like to export data regarding payments, click Export.
Buying organizations can filter supplier change order requests and auto-approve them based on predefined supplier change order tolerances. These tolerances can be set at Operating Unit level.
Supplier change order requests that fall within tolerance limits are automatically approved. The buyer is notified when a change request is auto-approved but does not need to take any action.
Use a Purchasing responsibility where you can use the Setup option. Navigate to Setup > Tolerance and Routing > Supplier Change Order.
Select an operating unit and click the Go button.
In the Buyer Auto-Acceptance Tolerance table, you can find that each attribute has both Maximum Increment and Maximum Decrement entries. By default, all are set to 0.
You can find the table has more attributes than the ones suppliers can change, like Document, line, and shipment amounts. These attributes will be altered if supplier initiates changes to shipment qty or line price. The system will check against not only the values directly changed by the supplier, but also the values altered by the changes.
For some attributes, like Document Amount or Line Amount, tolerance can be set up for both % and dollar values, If only one, say %, is set up, the system will check against the % value. If both % and dollar value are set up, the system will take the more restrictive attribute that is applicable to the change order.
Click the Save button to complete the tolerance setup.