5Use the Self Service Procurement Mobile Application

This chapter contains the following:

Get Started with the Self Service Procurement Mobile Application

Self Service Procurement Mobile Application

Use the Self Service Procurement Mobile Application to securely order goods and services from your smartphone.

Perform procurement activities on your mobile device with the Oracle Fusion Self Service Procurement Mobile application. Using your smartphone, you can view items, create and modify requisitions, and check requisition statuses. Use the mobile application to perform critical procurement actions efficiently when you don't have access to the Oracle Procurement Cloud web-based UI. For example, field sales representatives who are traveling, or clinicians moving around hospitals, can order goods and services securely from their mobile device without waiting until they can access their PC or laptop.

The mobile application supports:

  • iPhone devices

  • Android devices

Use the mobile application to:

  • Search for items, filter results by brand, add items to your shopping cart, and submit a requisition

  • Order items from punchout catalogs

  • Make noncatalog requests

  • View item details

  • Remove items from the shopping cart that you no longer want to order

  • Update the quantity requested for a requisition line, prior to submission

  • View the status of the last three submitted requisitions

  • View your organization's Purchasing news

Get Started with the Self Service Procurement Mobile Application

After installation, configure the Oracle Fusion Self Service Procurement Mobile application before signing in for the first time.

Get Started with the Self Service Procurement Mobile Application

The Self Service Procurement Mobile application requires Oracle Procurement Cloud and won't function if Self Service Procurement isn't implemented. To start using the mobile application:

  1. Install the application from the Apple App Store (Apple devices) or the Google Play Store (Android devices).

  2. Start the application.

  3. Accept the End User License Agreement.

  4. On the Login page, tap Settings.

  5. Configure the host URL and the port number, if your organization has configured one. Otherwise, leave the port number blank.

  6. Turn on Use SSL.

  7. If desired, tap Remember User Name to save your user name.

  8. Return to the Login page and sign in to the mobile application.

  9. Tap Settings. Additional settings are available to be configured on this page after you have successfully signed in.

How You Configure Oracle Procurement Cloud for Mobile Use

The Self Service Procurement Mobile application reuses some attributes from your Oracle Procurement Cloud configuration.

The following attributes must be configured in your Oracle Procurement Cloud application and are automatically defaulted to the Mobile application:

  • Charge Account

  • Deliver-to Location

  • Destination Type

  • Requisition BU

Mobile application users have access to the same content zone that they do when using the web-based application.

Platforms the Self Service Procurement Mobile Application Support

For details on supported devices and OS versions, see the Oracle Procurement Cloud Mobile application in the Oracle Enterprise Resource Planning Cloud and Oracle Supply Chain Management Cloud table. It can be found on the System Requirements for Oracle Applications Cloud page at:

http://www.oracle.com/us/products/system-requirements/overview/index.html#ERP

Install Self Service Procurement Mobile Application

Install the Android Self Service Procurement Mobile Application

Follow these steps to install the Android Self Service Procurement Mobile application on your Android device:

  1. Open the Google Play Store.

  2. Search for the Oracle Fusion Self Service Procurement Mobile application and tap it.

  3. Tap INSTALL.

  4. Open the mobile application.

  5. Accept the Legal Terms.

Additional configuration of the host URL, port, and Secure Sockets Layer (SSL) settings is required before you can sign in and use the application. See Configure the Self Service Procurement Mobile Application URL.

Install the iPhone Self Service Procurement Mobile Application

Follow these steps to install the Self Service Procurement Mobile application on your iPhone:

  1. Open the App Store.

  2. Search for the Oracle Fusion Self Service Procurement Mobile application, and tap it.

  3. Tap INSTALL.

  4. Tap OPEN.

  5. Tap Agree to accept the End User License Agreement.

Additional configuration of the host URL, port, and Secure Sockets Layer (SSL) settings is required before you can sign in and use the application. See Configure the Self Service Procurement Mobile Application URL.

Configure the Self Service Procurement Mobile Application Access URL

You must configure the mobile application with the host URL of your organization's Oracle Procurement Cloud application before you can sign in or use the application. Determine the mobile application host URL so that you can perform this configuration.

Determine the Mobile Application Host URL

Derive the host URL for the mobile application from the URL shown in your browser when signed in to Oracle Fusion Self Service Procurement using the web-based UI.

To determine the host URL for the Self Service Procurement Mobile application:

  1. Sign in to Oracle Fusion Self Service Procurement using the web-based user interface.

  2. Copy the URL from your web browser's address bar to a text editor such as Notepad.

    The start of the URL resembles the following example:

    https://myhostname.cloud.oracle.com/fscmUI/...

  3. Copy and record the host name portion of the URL from the beginning of the URL through the domain name. For example:

    https://myhostname.cloud.oracle.com

    Use this to populate the host URL field in the Mobile application.

Self Service Procurement Mobile Application Role

Use the POR_CREATE_REQUISITION_VIA_MOBILE_APP_PRIV privilege to grant access to the Self Service Procurement Mobile application and the ability to shop using the application. To grant access to specific employees only, create a new job or abstract role in the security console that has this privilege. Assign the new job or role to users as required to grant access to the mobile application.

Use the POR_CREATE_REQUISITION_WITH_NONCATALOG_REQUEST privilege to enable noncatalog request access in both Oracle Procurement Cloud and the Oracle Fusion Self Service Procurement Mobile application.

How You Secure Connections

Use a Virtual Private Network to access the Self Service Procurement mobile application if you also use a Virtual Private Network to access the Oracle Procurement Cloud application server.

General Use

Requisition Items with the Self Service Procurement Mobile Application

Use the Self Service Procurement Mobile application to perform a number of requisition-related procurement activities.

Navigate in the Self Service Procurement Mobile Application

Standard smartphone touch screen gestures are supported in the mobile application:

  • Swipe up and down to view content that doesn't fit completely on the display.

  • Tap the Back icon to return to the previous page.

  • Tap an information symbol to display additional details, such as shipping information, or cost breakdown for the shopping cart.

  • When viewing the Search Results page using List view, swipe left on an item and tap the Shopping Cart to add the item to your cart.

  • Tap the Springboard icon to navigate to Home, Settings, About and Sign Out.

Swipe left from the edge of the screen to access the Shuttle page. From here you can tap:

  • Home to return to the Landing page

  • Settings to configure the application

  • Sign Out to sign out of the application and return to the Login page

View Requisitions and News on the Landing Page

After logging in, the Landing page is displayed. From the Landing page you can:

  • View Recent Requisitions

  • View Purchasing News. If there is a link, tap to open it.

  • Search for items

  • Choose menu items from the Springboard icon

  • View the contents of the shopping cart by tapping the Shopping Cart icon

Search for Items and View Item Details

Search for items from the Landing page.

  1. On the landing page, enter a keyword in the Search field.

  2. Tap Search.

    Items matching your search criteria are displayed.

  3. Tap an item to view its details in the Item Details page, including information such as Category, Brand or Manufacturer, Supplier, Manufacturer Part Number, Price Break and so on.

  4. On the Item Details page, specify a quantity. Tap plus or minus to increase or decrease the quantity.

  5. Touch Add to Cart to add the item to your shopping cart.

List View, Card View, and Quick Add

Different views are available to display and access items that match your search criteria:

  • List view provides a more compact display, with multiple items per line.

  • Card view provides a larger display of each item.

  • To quickly add an item to your shopping cart, swipe left on the item and tap the Shopping Cart icon.

View and Modify the Shopping Cart and Submit a Requisition

From pages such as the Landing, Search results and Item Details page, tap the Shopping Cart icon to view the Shopping Cart page. The Shopping Cart page shows how many items are in your cart, and provides details on each item, including the quantity, and the deliver-to location. From the Shopping Cart page you can:

  • Tap an item's Delete icon to remove the item from the shopping cart.

  • Tap an item's quantity to increase or decrease the quantity to order.

  • Tap Submit to submit your requisition.

When you submit a requisition, the host Oracle Fusion Self Service Procurement application:

  • Verifies that there is a valid charge account to bill

  • Verifies that there is enough budget available if your Business Unit has enabled budgetary control

  • Verifies that the deliver-to-location is valid

  • Determines the correct approver based on configured approval rules

Use Demo Mode to Explore the Mobile Application

Tap Demo on the Login Page to open the Mobile Application in Demo mode. You can explore the application without making any changes to your live application data.

Make Noncatalog Requests with the Self Service Procurement Mobile Application

Use the mobile application to requisition goods and items that aren't listed in local or punchout catalogs by making a noncatalog request.

To create a noncatalog request:

  1. From the Search Results page, tap the ellipsis icon and select Request Noncatalog Item.

  2. Select the Item Type for the type of request you're making.

    Choose from Goods or services billed by amount, or Goods or services billed by quantity.

  3. Provide the required information for the noncatalog request.

  4. In the Supplier Details section, specify the supplier.

    Select New Supplier to enter information for suppliers that aren't configured. For existing suppliers, search for and select values for Supplier, Supplier Site and Supplier Contact.

  5. Tap Add to Cart. If any required fields haven't been populated, you're notified. Enter the needed information and try again.

The noncatalog request is in the shopping cart, ready to be submitted.

FAQs for the Self Service Procurement Mobile Application

Why did authentication fail on the Self Service Procurement Mobile Application?

When you sign in to the mobile application, authentication can fail because:

  • The host URL and port aren't configured, or are incorrect.

  • Your credentials are invalid or weren't entered correctly.

  • The host application isn't reachable because it's not available or because you have no connectivity.

How can I access a punchout site from the Self Service Procurement Mobile Application?

Use the Search Results screen to Access punchout sites or items from punchout catalogs.

When you perform a search, the results include:

  • punchout catalogs that contain items matching the search criteria

  • items matching the search that are available in punchout catalogs

  • items matching the search that are available on local catalogs

For example, a notepad is available on a punchout site, and in the local catalog. Searching for notepad returns a link to the punchout site, the notepad item on the punchout site, and the notepad item in the local catalog.

To add a punchout item to the shopping cart, swipe left on the item and tap Go To Punchout Site. You can also tap the item to view the item details, and tap Go to Punchout Site. Add the item to the cart in the punchout site and check out. Punchout items from the punchout cart are added to the mobile application shopping cart.

To shop on a punchout site, tap the punchout catalog. Add items to the cart in the punchout site and check out. The items are added to the mobile application shopping cart.

To leave the punchout site without making a purchase, tap Done.

How can I Filter Catalog Search Results by Brand?

Use the brand filter to quickly find the item you are interested in.

Use the brand filter to narrow item search results.

To filter search results by brand:

  1. Perform an item search.

  2. On the Search Results screen, tap Filters.

  3. Tap the Brand filter and on the Select Brand screen, tap the brands you are interested in.

    Only manufacturers of the currently searched item in are displayed in the brand filter.

  4. Return to the Filter screen. Tap Apply to perform filtering, or tap Cancel to return to the Search Results screen without filtering.

    The Search Results screen shows the brands you have selected.

To remove a brand from the filter, tap the cancel icon on its tile. If the filter you want to remove is hidden, swipe the brand filter tiles to expose hidden tiles.

To add a brand to a current filter:

  1. Tap Filters.

  2. Tap the brands to add.

  3. Tap Apply to update the search results, or tap Cancel to leave the filter settings unchanged.

Changes made to the filter are applied to the search results.

What happens if I rotate the Self Service Procurement Mobile Application device?

Only portrait orientation is supported by the mobile application. Landscape orientation is not available.