This chapter covers the following topics:
Oracle iSupplier Portal is a collaborative application that enables buying companies and their suppliers to communicate with each other. It enables suppliers to have real-time access to information, such as purchase orders and delivery schedules, and respond to the buying company with order acknowledgments, change requests, shipment notices, and planning details. It also allows buying organizations to search for order, shipment, receipt, invoice, and payment information across all suppliers and all business units, as well as respond to supplier change requests.
This section provides information on the common prerequisites, profile options, and data setups required for executing Oracle iSupplier Portal flows. Flow specific requirements are documented along with each flow in the subsequent sections
None.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| MO: Security Profile | Vision Operations – Supplier Management | User: Operations |
| HZ: Generate Party Site Number | Yes | User: Operations |
Not applicable.
The following data must be set up:
Org Data
Operating Unit: Vision Operations (Used for creating purchase orders, invoices, and payments)
Inventory Org: V1 (Used for receiving goods)
User Setup Data
| User | Employee | Customer | Role | Position | Job | Hierarchy |
|---|---|---|---|---|---|---|
| Operations | Stock, Ms. Pat | N/A | Buyer or Approver | MM400.Materials Manager | MGR500.Manager | Materials |
| Supplier | N/A | Maxwell Olden | Supplier | N/A | N/A | N/A |
Responsibility Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Responsibility | Responsibility | Purchasing, Vision operations (USA) Payables, Vision Operations (USA) Supplier Profile Administrator Supplier User Administrator iSupplier Portal Full Access iSupplier Portal Internal View Workflow Administrator Web Applications |
Item Setup Data
| Window Name | Field Name | Field Value |
|---|---|---|
| Item Master | Item | CM00042 (the item is added to all the inventory organizations with the properties: Inventory, Stackable, Transactable, Reservable, Purchased, Purchasable, Invoiceable, Costing Enabled and Inventory Asset Value) |
| Item Master | Item | CM00043 (with all orgs assigned and with the properties: Inventory, Stackable, Transactable, Reservable, Purchased, Purchasable, Invoiceable, Costing Enabled and Inventory Asset Value) |
Supplier Related Page Setup
| Page Name | Field Name | Field Value |
|---|---|---|
| Payable System Setup | Supplier Numbering | Automatic |
Supplier Setup Data
| Page Name | Site | Operating Unit |
|---|---|---|
| Office Supplies Inc. | OFFICESUPPLIES | Vision Operations |
In this flow, buyer logs in with Supplier Profile Administrator responsibility and creates a supplier with Standard supplier type. The buyer verifies the supplier record through a simple search.
This section provides information on prerequisites, profile options, and data setups required to execute the Create Supplier flow.
Supplier_Administrator_Creates_Standard_Supplier
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Buyer logs in with Supplier User Administrator responsibility and invites supplier user.
Supplier user responds to the invitation.
Buyer reviews supplier user details and approves it.
Buyer logs in with Supplier User Administrator responsibility and registers supplier user.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier User Management flow.
Supplier_User_Management
None.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| POS: External URL | Specify the environment host and port number | User |
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Supplier logs in with iSupplier Portal Full Access responsibility and creates a new address, contact, business classification, and bank accounts.
Buyer logs in with Supplier Profile Administrator responsibility and approves address request, contact request, business classification request, and bank accounts.
This section provides information on prerequisites, profile options, and data setups required to execute the Manage Supplier Profile flow.
Supplier_Profile_Management
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Buyer logs in with Purchasing responsibility, sets supplier on boarding configuration at operating unit level, and subscribes to the supplier profile management notifications.
The prospective supplier accesses the encryption URL and registers with address, contact, business classification, products, and bank details.
Buyer logs in with Supplier Profile Administrator responsibility and approves the prospective supplier.
This section provides information on prerequisites, profile options, and data setups required to execute the Prospective Supplier Registration flow.
Prospective_Supplier_Registration
None.
The following profile options must be set:
| Profile Option Name | Profile Option Value | Level |
|---|---|---|
| HZ: Generate Party Site Number | Yes | User |
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Buyer logs in with Purchasing responsibility and creates standard purchase order with Goods line type and acceptance required as Document or Shipment.
Supplier logs in with iSupplier Portal Full Access responsibility, accepts or rejects shipments during acknowledgment and verifies shipment details.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier Acceptance to Purchase Order flow.
Supplier_Order_Acknowledgement
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Buyer logs in with Purchasing responsibility and creates standard purchase order with Goods line type and acceptance required as Document or Shipment.
Supplier logs in with iSupplier Portal Full Access responsibility, changes the quantity ordered and unit price during acknowledgment, and then submits changes.
Buyer logs in with iSupplier Portal Internal View responsibility and responds to changes.
Supplier logs in with iSupplier Portal Full Access responsibility and verifies order details and change history.
Buyer logs in with iSupplier Portal Internal View responsibility and verifies order details.
This section provides information on prerequisites, profile options, and data setups required to execute the Supplier Change Request flow.
Supplier_Change_Request
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Buyer logs in with Purchasing responsibility and creates standard purchase order with Goods line type.
Supplier logs in with iSupplier Portal Full Access responsibility and creates advance shipment notice.
Buyer logs in with Purchasing responsibility and runs Receiving Transaction Processor concurrent program.
Supplier logs in with iSupplier Portal Full Access responsibility and verifies advance shipment notice.
Buyer logs in with iSupplier Portal Internal View responsibility and verifies advance shipment notice.
This section provides information on prerequisites, profile options, and data setups required to execute the Create Shipments Notices flow.
Supplier_Create_Advance_Shipment_Notice
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Buyer logs in with Purchasing responsibility and creates standard purchase order with Goods line type.
Supplier logs in with iSupplier Portal Full Access responsibility and creates advance shipment and billing notice.
Buyer logs in with Purchasing responsibility, runs Receiving Transaction Processor concurrent program, creates receipts, verifies these and returns the goods to the supplier.
Supplier logs in with iSupplier Portal Full Access responsibility, verifies receipt and return summary.
This section provides information on prerequisites, profile options, and data setups required to execute the View Shipments, Receipts, and Returns flow.
Internal_User_Create_Receipt_Returns
None.
Not applicable.
Not applicable.
Not applicable.
In this flow, the following activities are performed in the listed sequence:
Buyer logs in with Purchasing responsibility and creates a standard purchase order with Goods line type for an inventory item. Once a purchase order is approved, buyer receives the full quantity of the goods against standard purchase order.
The Accounts Officer logs in with Payables responsibility, creates a standard invoice, matches the invoice to the standard purchase order, and validates the invoice. Once the invoice is validated, a quick payment is done and payment document is created.
Buyer verifies the invoice and payment details.
Supplier logs in with iSupplier Portal Full Access responsibility and creates standard invoice both with and without a purchase order.
This section provides information on prerequisites, profile options, and data setups required to execute the Finance Integration flow.
Finance_Integration_Invoice_Payment
The following is a prerequisite for using this flow:
Invoice Descriptive Flex Field is disabled by personalization.
Not applicable.
Not applicable.
Not applicable.