This chapter contains the following:

Procurement Guides

Oracle Fusion Procurement guides are a structured collection of the help topics, examples, and FAQs from the help system packaged for easy download and offline reference, and sequenced to facilitate learning.

Guides are designed for specific audiences:

  • Application Guides address the tasks in one or more of the Oracle Fusion Procurement business process. They are intended for users who perform these tasks, and managers looking for an overview of the business processes. They are organized by the business process model activities and tasks.

  • Implementation Guides address the tasks required to set up an offering, or selected features of an offering. They are intended for implementors. They are organized to follow the task list sequence of the offerings, as displayed within the Setup and Maintenance work area provided by Oracle Fusion Functional Setup Manager.

Overview of Procurement Business Process Model

The business process model (BPM) is one of the foundations in the design of Oracle Fusion Applications, one of the important elements of business process management used by business analysts It enables organizations to either optimize their business processes or adapt them to new organizational needs.

Oracle Fusion analyzes the processes at five levels:

  1. Industry: A specific industry organized around raising capital, executing a business model, and reporting the resultant income to shareholders or investors. For example, Automotive, Communications, Education, Healthcare, and Utilities, to name a few of the approximately 30 identified industries

  2. Business Process Area: A specific business process area designated for a collection of related business processes that take on the complete processing of the Industry.

  3. Business Process: A specific business process to more clearly identify a collection of activities designed to produce a specific business outcome and serves to bridge the hierarchy between Business Process Area and Activity.

  4. Activity: A specific activity that's designated for a collection of tasks or units of work that a company or organization performs

  5. Task: Specific tasks or units of work involved in an activity

The first four conceptual layers are implementation agnostic and the last level is implementation-specific. For example, all business organizations have an industry business area defined as Procurement, and within that a business process area for managing purchase orders. One process of that business process area is a BPM activity, "Create Purchase Order." The specific actions in creating a purchase order are the BPM tasks. These tasks correspond to application tasks and roles in Oracle Fusion Procurement, while the "Business Process Area" through "Activity" levels provide a navigation structure for all areas of Oracle Fusion, including tasks, support, documentation, and online help. Oracle Fusion Applications reflect the business processes with which you're familiar, and our publication of knowledge about the application is designed to be navigated using a BPM approach.

Oracle Fusion Applications comprises 22 business process areas, many impacting Oracle Fusion Procurement. Tools used to model these business process areas include the Oracle Business Process Analysis Suite, and the results are published in the Oracle Business Process Publisher using standard HTML. The BPM content was prepared from industry-wide competitive analysis, research, and vision. Customer research workshops intensely reviewed the models so customers can adapt the BPMs to suit their circumstances and business processes.

Business Process Modeling carries through to almost every aspect of Oracle Fusion Procurement:

  • Manages the deployment, upgrade, integration, and configuration of the product

  • Provides outlines for Oracle Fusion documentation

  • Structures role-based access security so that tasks and activities are assigned appropriately

  • Arranges messaging and online help

  • Organizes field support efforts to examine and resolve issues

  • Provides guidance for Oracle Fusion Sales and Consulting in the Oracle Unified Method and in presales solutions and setup

Procurement Business Process Models

Understanding the Oracle Fusion Business Process Model (BPM) is essential. BPM informs the deployment, upgrade, integration, and configuration of the product. Oracle Fusion documentation follows the process models very closely. Roles Based Access security is also tied closed to the BPMl, so that tasks and activities are assigned appropriately. Messaging and online help are arranged by BPM. Field support uses the BPM to organize their efforts to examine and resolve issues.

This following figure illustrates the five levels of the Business Process Model:

  • Level zero (L0) - Task: A specific industry organized around raising capital, executing a business model, and reporting the resultant income to shareholders.

  • Level one (L1) - Business Process Area Level 1: A specific business process area.

  • Level two (L2) - Business Process Level 2: A specific business process.

  • Level three (L3) - Activity: A specific activity.

  • Level four (L4) - Task: A specific task involved in an activity.

The standard business process model has five levels:
L0 through L4.

An example of a level 1 business process area that crosses all industries is procurement. Oracle Procurement Cloud employs level 2 business processes and level 3 activities to track the major functional and setup components and tasks. This table lists some of these important business processes and their respective activities.

L2 Business Process L3 Activity

Manage Procurement Catalog

  • Manage Procurement Content

Manage Purchase Orders

  • Amend Purchase Orders

  • Approve Purchase Order

  • Create Purchase Order

  • Define Purchasing Configuration

  • Dispatch Purchase Order

  • Manage Purchase Order Lifecycle

Manage Requisitions

  • Amend Requisitions

  • Approve Requisitions

  • Create Requisitions

  • Manage Requisitions Lifecycle

  • Process Requisition Lines

Manage Supplier Agreements

  • Amend Supplier Agreements

  • Approve Supplier Agreements

  • Create Supplier Agreements

  • Define Purchasing Configuration

  • Dispatch Supplier Agreements

  • Manage Supplier Agreements Lifecycle

Manage Supplier Contracts

  • Amend Supplier Contract

  • Approve Supplier Contracts

  • Supplier Contracts

  • Define Purchasing Configuration

  • Dispatch Supplier Contracts

  • Manage Supplier Contracts Lifecycle

Manage Supplier Information

  • Define Supplier Configuration

  • Manage Supplier Item Information

  • Manage Supplier Profiles

  • Manage Supplier Registrations

Manage Supplier Negotiations

  • Amend Negotiation

  • Award Negotiation

  • Capture Supplier Response

  • Create Negotiation

  • Define Sourcing Configuration

  • Evaluate Negotiation

  • Manage Negotiation Lifecycle

Set Up Procurement

  • Define Approval Management for Procurement

Oracle Supply Chain Management (SCM) and Procurement Cloud infolets are visual, actionable, and personalized information cards summarizing critical data about specific objects. These infolet cards are combined in a SCM or Procurement home experience or work area home page to make key performance indicators easy to view, understand, and act upon.

You can do the following with infolet cards:

  • Flip or expand the card to view additional details about the object featured in the infolet card.

  • Drill down to more details by navigating to relevant manage pages from the infolet view.

  • Change the context of the card either at page level or at view level.

  • Hide infolet cards.

  • Reorder infolet cards.

Flip and Expand Card

Some infolet cards have a back view or an expanded view that provides additional information relevant to specific aspects of the object being featured in the infolet card. The back and expanded views of the infolet card display additional levels of detail and expose useful information relevant to the object. Based on how the infolets have been configured, you can then navigate to either the back view or the expanded view.

To see different views of the infolet card, do the following:

  • Click the Back View icon present on the infolet card to see the back view with additional information about the object.

    • To return to the front view, click the Front View icon present on the infolet card.

  • The expanded view is available from either the front view or the back view. Click the Expanded View icon to see useful information about the objects. Click the Front View or Back View icon to return to the view you started with.

Additional Pages

Click the number or an element like a segment on the pie chart of the infolet card to navigate to relevant manage pages with additional, in-context information. Drill down to view additional relevant information on related objects that will help you to act on the latest and critical data points. For example, suppose you have an infolet card that displays draft orders with errors. Each number or the segment of the graphical element represents the different error conditions such as pricing errors, processing constraint errors, and so on. Click the segment that represents draft orders in pricing errors to see the names and additional details of all the draft orders with pricing error.

Context Selector

To view different perspectives of the same data, use context selectors. Two types of context selectors are available: at the page level, and at the view level. Only some of the infolet cards have the view-level context selectors, while only some pages with infolet cards have page-level context selectors. Context selectors aren't present on all infolet cards and pages. If you change the context of the card on any view of the card, these changes may not necessarily reflect on the alternate views of the infolet card.

  • Each view of the infolet card may have a view-level context selector located after the title of the card. Select from the list of available contexts and the view is updated based on that context. The view-level context can be different on each view of the card.

    For example, you may have an infolet card that displays information about fulfilled orders for different time periods. Use the context selector to see information about orders that were fulfilled in the last three months.

  • The page-level context selector is available on a tool bar of the page. The page-level context selector is similar to the view-level context selector, except that all the cards on the page will display data as per the filters set in the page-level context list. Click the View By icon on the tool bar of the page. Select the contexts from the two available lists in the Page Context dialog box.

    Examples include updating all of the cards to show data only for the last week, or only for a particular business unit.

Hide Card

Click the Actions icon present on the infolet card, and select Hide. The selected card is hidden. You can also hide cards by clicking the My Infolets icon present on the page. A list of infolet cards is displayed. Deselect the check box of the infolet card that you want to hide.

Rearrange Cards

The infolet cards can be moved around and can be rearranged or re-ordered on the page in any way you want.

Procurement Favorites

You can designate favorite purchase orders, purchase agreements, suppliers, and recently used negotiations. The list of your favorites appears whenever you click the Favorites icon on the global header of a page. You can view this list at any time regardless of the current page you're on. If you click a link in your list of favorites, you can directly see and edit the purchasing document, supplier definition, or negotiation. This lets you easily locate the object without searching for it.

How can I mark a favorite purchasing document or a supplier definition to use later?

You can mark your favorite purchasing document or supplier definition. When you are on the edit page for that object, place your cursor just after the end of the object name. When you see the Mark as Favorite tip text appear, click your cursor. A star icon appears at the end of the object name. This tells you that you have marked the purchasing document or supplier definition as a favorite.