Contents
1 Introduction
- Overview of Procurement Business Process Model
- Procurement Business Process Models
- How You Use and Personalize Infolets in Oracle Fusion Cloud SCM and Procurement
- Source to Settle Infolets
- Procurement Favorites
- How Can I Mark a Purchasing Document, Supplier Definition, or Negotiation as a Favorite?
2 Supplier Information
- Overview of Suppliers
- Supplier Item Information
3 Supplier Registrations
- Supplier Registration Process
- Supplier Registration Review and Approval
- More on Supplier Registrations
4 Supplier Profiles
- Overview of Supplier Work Area
- Oracle Supplier Model
- Search for Suppliers
- Manage Supplier User Roles
- Set Up Supplier Related Privileges
- Options to Configure Supplier Registration
- Security for Individual Supplier Information
- Supplier Taxpayer ID Sharing
- About Header and Regime Level Tax Registration Numbers
- How can I configure suppliers to share the same taxpayer ID?
- How You Mask Taxpayer ID
- How You Configure Sender Name and Email in Supplier Management Notifications
- How You Work with Administrative Contacts of Suppliers
- How can I view and update a supplier contact's mobile phone?
- Overview of Supplier Audit History
- Outbound Supplier Profile Integration Using Oracle Integration Cloud
- Create Supplier
- Create a Supplier and Supplier Site
- Smart Data Service for Supplier Addresses
- Supplier Numbering
- Duplicate Supplier Check
- Attachments
- Business Classifications
- Supplier Products and Services Category Hierarchy
- Manage Supplier Products and Services Category Hierarchy
- Supplier Sites and Supplier Site Assignments
- Supplier Address Default Country
- Set Up a Supplier's Bank Account
- When can I derive a bank account number from IBAN?
- How can I enter supplier addresses suited to specific country formats ?
- Can I edit bank accounts?
- B2B Document Sharing with Intelligent Oracle Business Network Connectivity
- How You Capture Supplier Bank Accounts at Different Supplier Profile Levels
- Request Supplier Profile Change
- Approve Supplier Profile Change Request
- Supplier-Initiated Profile Change Requests
- Set Up Supplier Profile Change Request Approvals
- Choices Available for Internal Supplier Profile Change Request Approvals Task
- Supplier Profile Change Request Approval
- Review Internal Profile Changes
- How You Approve Changes Made to Sites in a Supplier Profile
- Internal Supplier Profile Bank Account Change
- Merge Suppliers
- How You Purge Supplier Interface Records
- How You Maintain Multiple Supplier Emails for Communicating Purchase Orders
- Import Suppliers
- Supplier Profile Audit History Setup and Reporting
- How You Automatically Inactivate Suppliers Based on Activity
5 Access Supplier Collaboration
- How Supplier User Provisioning Works
- Supplier User Account Request
- Supplier User Account Administration
- Redwood Oracle Supplier Portal Home Page
6 Supplier Qualifications
- Use the Supplier Qualification Work Area
- Create Questions, Areas, Models, Initiatives, and Surveys
- How Questions Are Used
- Create a Question
- How to Use Question Branching
- Examples of Question Branching
- Products and Services and Business Classifications in Questions
- Use Products and Services and Business Classifications in Questions
- Qualification Areas
- How You Use Questionnaires in Internal Supplier Registration
- How You Use Qualification Models
- Create a Qualification Model
- How Qualifications Are Evaluated
- How Assessments Are Evaluated
- How You Exclude Not Applicable Questions from Scoring
- Multiple Assessments
- How You Share Qualifications and Assessments
- How You View Qualifications and Assessments
- How You Automatically Requalify Qualifications
- Initiatives
- Examples of Searching for Suppliers
- Add Suppliers to an Initiative
- Creating an Initiative: Worked Example
- How You Manage Initiatives
- Internal Surveys on Suppliers
- How You Automatically Send Questionnaire Reminders and Close Response Period
- How can I determine where a question or area is used?
- Supplier Eligibility for Sourcing
- How You Configure Sender Name and Email in Supplier Qualification Notifications
- Review and Accept Questionnaire Responses
- Use Rule Sets and Automatic Processing
- Automation Errors
- Provide External Questionnaire Responses
- How You Monitor Supplier Qualification
- How You View Oracle Transactional Business Intelligence Reports
7 Requisitions
- Introduction to the Self Service Procurement Application
- Get Started with the Self Service Procurement Application
- How You Set Your Preferences to Enable Requisition Creation
- Elastic Search
- Create Requisitions
- What's the difference between an order and a requisition?
- Create Catalog Requisitions
- Create Noncatalog Requisitions
- What's a Noncatalog Request?
- What's the difference between a catalog request and a noncatalog request?
- Create a Noncatalog Request
- How You Use Noncatalog Requests to Order Rate-Based Services
- How You Use Different Item Types in Noncatalog Requests
- What's a smart form?
- What's an information template?
- Create a Requisition Using a Smart Form
- Internal Material Transfers
- Internal Material Transfer Requisitions
- Project Costing for Internal Material Transfers
- Budgetary Control and Encumbrance Accounting for Expense Destination Internal Material Transfers
- Transfer Pricing for Internal Material Transfers
- How to Set the Unit of Measure and the Rounding Factor for Internal Material Transfers
- How You Create Special Handling Requisitions
- Oracle Healthcare Marketplace
- How You Change Segments of the Charge Account after the Charge Account Is Generated
- How You Deliver to a Structured One-Time Address from a Requisition
- Purchase Requisitions for Outside Processing in Procurement
- How Funds Are Reserved for Requisitions
- Funds Override for Requisitions
- Source Documents and Requisitions
- How You Disable Automatic Sourcing of Requisition Lines
- How You Purchase Goods and Services for Work Orders
- How You Request Items That Are Priced in Their Secondary UOM
- Considerations for Requesting Items That Are Priced in Their Secondary UOM
- Inventory Transfers in Self Service Procurement
- Supply Source Selection for Internal Transfer Requisitions
- Import Requisitions
- Edit Requisitions
- Reassign Requisitions
- Manage Requisition Life Cycle
- Cancel Requisitions
- Track Document History
- Approve Requisitions
- How You Can Attach Documents during the Approval Process
- Reject Requisition Request
- FAQs for Request Requisition Information
- FAQs for Review Requisition Request
- FAQs for Approve Requisition Request
- How You Use Different Approval Statuses
- How You Resolve Requisition Lines with Invoice Holds
- FAQs for the Self Service Procurement Application
- Process Requisition Lines
- Evaluate Approved Requisition Lines
- Reassign Requisition Lines to Buyer
- Analyze Requisition Lines
- Update Requisition Lines
- FAQs for Process Requisition Lines
8 Purchase Orders
- Use the Purchase Orders Work Area
- Create Purchase Order
- What's the difference between an order and a requisition?
- What's the difference between a purchase order, a purchase agreement, and a contract agreement?
- How Purchasing Document Header Defaults Work
- How Purchasing Document Line Defaults Work
- How Purchase Order Schedule Defaults Work
- How Purchase Order Distribution Defaults Work
- How does the conversion rate type value default for purchase orders with a backing requisition?
- How is currency derived on a purchase order when it's autocreated from a requisition?
- When does Transaction Account Builder trigger for a purchase order?
- Purchasing Document Validation Checks
- How You Prevent Purchase Order Releases if Agreement Lines Would be Overreleased
- How can I check the reason why my purchasing document is in the Rejected or Incomplete status?
- How You Use Keyword Searches in Oracle Purchasing
- How the Procurement Keyword Search Index Is Processed
- How You Use the Perform Purchasing Processes Schedule Job
- How You Search for Master Items Using Multiple Item Attributes When Creating Purchasing Documents
- Set Up Descriptive Flexfield Copying from Requisitions to Purchase Orders
- How You Can Derive and Validate Descriptive Flexfield Values Using Purchasing Document Header Attributes
- Purchase Order Pricing
- Project Information in Requisitions and Purchase Orders
- Structured One-Time Delivery Address in Purchase Orders
- Unstructured One-Time Delivery Address in Purchase Orders
- How Price Precision Works in Purchasing
- Cancel Purchase Order
- Create Purchase Order from Requisition
- Create Procurement Documents from Requisitions
- How You Populate the Purchase Order Description from the Requisition Description
- How You Copy Requisition Header Attachments to the Purchase Order Header
- How You Search for Requisition Lines Using Requisition Lines Descriptive Flexfields
- How You Generate Purchase Orders from Requisitions in the Invoice Currency of the Supplier Site
- How can I update the price on purchase orders for items requested from punchout marketplaces?
- Create Purchase Order from Requisition Automatically
- How Purchase Orders Are Automatically Created
- How Multiple Requisitions Are Displayed on Purchase Orders
- Why my requisition wasn't automatically converted into a purchase order?
- Automate Order Creation for Requisitions Without Previously Negotiated Agreements
- How can I automatically generate an order from a requisition, without a previously negotiated agreement?
- What's the difference between negotiated and negotiation required?
- Example of How to Create a Purchase Order for Another Legal Entity
- Example of Intercompany Purchase Order With Formal Documentation
- Create Purchase Order Online
- Considerations for Purchase Order Creation
- Considerations for Purchase Order Terms
- Purchase Order Lines
- How You Create Special Handling Purchase Orders
- How You Create Purchase Order Lines with Negative Amounts
- Examples of Purchase Order Line Types
- How You Purchase Items That Are Priced in Their Secondary UOM
- Considerations for Purchasing Items That Are Priced in Their Secondary UOM
- How You Can Track Purchase Order Schedules in Primary and Secondary UOMs
- How You Capture Supplier Discounts on Purchase Order Lines
- Considerations for Purchase Order Schedules
- Examples of Purchase Order Schedules
- Considerations for Purchase Order Distributions
- Examples of Purchase Order Distributions
- How the Sold-To Legal Entity Is Determined
- How can I add or edit contract terms for purchasing documents?
- Add Contract and Supporting Documents to a Purchasing Document
- How You Associate a Master Contract with a Purchasing Document
- What master contract variables can I use while authoring purchasing documents?
- Funds Reservation for a Purchase Order
- Funds Override for Purchase Orders
- How You Override B2B Communication of Purchase Orders
- How You View Inclusive and Exclusive Tax Information in Purchase Orders
- Buyer Managed Transportation in Procurement
- Contract Manufacturing Integration in Procurement
- Back-to-Back Order Fulfillment Integration in Procurement
- Drop Shipment Order Fulfillment Integration in Procurement
- Configured Item Order Fulfillment Integration in Procurement
- Purchase Orders for Outside Processing in Procurement
- Supplier Managed Purchasing Documents for Outside Processing
- How You Use the Deliver-to Inventory Organization Time Zone When Fulfilling Supply Chain Demand
- How You Apply Ship-to Organization and Ship-to Location Specific Pricing When Available
- FAQs for Create Purchase Order Online
- Where do the purchase order defaults come from?
- What's a document layout?
- How can I disable automatic communication of purchase order changes to suppliers?
- How can I add line items from existing blanket purchase agreements to my order?
- How are master item purchases classified with the most current purchasing category association?
- What's a consignment order?
- How can I create a purchase order for consignment inventory items?
- What's a financial route?
- What's a legal entity's role in global procurement?
- Complex Work Procurement
- Overview of Complex Work Procurement
- How You Create Purchase Orders with Retainage Terms
- Considerations for Creating Purchase Orders with Retainage Terms
- How You Create Purchase Orders for Complex Services with Progress Payment Schedules
- Considerations for Creating Purchase Orders for Complex Services with Progress Payment Schedules
- How You Create Work Confirmations for Purchase Orders with Progress Payments Schedule
- Considerations for Creating Work Confirmations for Purchase Orders with Progress Payment Schedule
- Import Purchase Orders
- Compliance Checklist
- Approve Purchase Order
- How You Approve Purchasing Documents
- Configure Bypass Approval Processing for Automatically Generated Purchase Orders
- How You Bypass Approvals for Automatically Submitted Purchase Orders
- How You Approve a Funds Override for a Requisition or Purchase Order
- FAQs for Approve Purchase Order
- How can I insert additional approvers and viewers?
- How can I view the approval actions performed on a document?
- How can I route a purchase order for approval to a project manager's reporting hierarchy?
- How can I route a purchasing document for approval based on the requester's supervisory hierarchy?
- How can I clear purchasing documents that are stuck in the Pending Approval status?
- How can I bypass approvals when importing purchasing documents using file-based data import?
- How can I bypass approvals when creating purchase orders using the Purchase Order web service?
- Evaluate Purchase Order Approval Status
- Acknowledge Purchase Order
- How You Manage Purchasing Documents Requiring Supplier Acknowledgment
- How can I record a supplier acknowledgment for a purchasing document?
- Supplier Acknowledgment of Purchasing Documents
- How You Allow Delivery on Purchase Orders That Are Pending Supplier Acknowledgment
- Acknowledge Purchase Order Schedules Using a Spreadsheet
- Sign Purchasing Document
- Dispatch Purchase Order
- Dispatch Purchase Order
- Purchasing Document Report
- Set Up the Purchasing Document Email Sender
- How You Send Purchasing Document Attachments as Separate Files in Supplier Emails
- How You Modify a Delivered Email Template to Communicate Purchasing Documents
- How can I suppress supplier communication when importing purchasing documents?
- Control Supplier Communications
- How can I enable delivery of purchase order attachments using electronic messaging?
- What happens if the size limit exceeds in a supplier communication email?
- How can I send attachments as separate files in a supplier communication email?
- How can I include attachments in electronic communication?
- Dispatch Purchase Order
- Amend Purchase Order
- Change Order Life Cycle
- Create Purchase Order Change Order
- FAQs for Create Purchase Order Change Order
- How can I create a change order?
- How can I view the change history of a document?
- How can I process multiple change orders on the same document concurrently?
- How can I set up an approval rule to route a requester-initiated change order to the requisition's overriding approver?
- How can I route a requester-initiated change order for approval to the requisition's overriding approver?
- How You Can Automate Invoice Validation to Release Purchase Orders with Invoice Holds
- How You Correct the Supplier Item Number on Purchase Orders Sourced from Blanket Agreements
- Cancel Purchase Order Change Order
- Update Purchase Order Change Order Details
- Price Purchase Orders Retroactively
- Manage Purchase Order Life Cycle
- Purchase Order Life Cycle
- Purchase Order Statuses
- Effects of Control Actions on Purchasing Documents
- Document History for Purchasing Documents
- How You Reassign Purchasing Documents
- Centralized Procurement Billing
- FAQs for Track Purchase Order Life Cycle
- Close Purchase Order
- Freeze Purchase Order
- Hold Purchase Order
- Retire Purchase Order
9 Supplier Agreements
- Use the Purchase Agreements Work Area
- Create Supplier Agreement
- What's the difference between a purchase order, a purchase agreement, and a contract agreement?
- How Purchasing Document Header Defaults Work
- How Purchasing Document Line Defaults Work
- Create Supplier Agreement Online
- Considerations for Creating Supplier Agreements
- Example of Supplier Agreement Business Unit Access
- Supplier Agreement Order Automation Controls
- Allow Retroactive Pricing Options
- Blanket Purchase Agreement Lines
- Enter Price Break Information for Blanket Purchase Agreement Lines
- How You Update Blanket Purchase Agreement Price Breaks in Bulk
- How You Create a Purchase Agreement for Outside Processing
- How You Search for and Identify Purchase Agreements for Outside Processing
- How You Disable Automatic Order Creation for New Agreements
- How You Assign Priorities to Blanket Purchase Agreements to Rank Source Agreements for Requisitions and Purchase Orders
- FAQs for Create Supplier Agreement Online
- Where do the supplier agreement defaults come from?
- How can I disable automatic communication of purchase agreements to suppliers?
- What's a consignment agreement?
- How can I create a purchase agreement for consignment inventory items?
- How can I import a blanket purchase agreement for outside processing?
- Cancel Supplier Agreement
- Author Supplier Agreement Catalog Content
- Import Purchase Agreements
- Compliance Checklist
- Approve Supplier Agreement
- How You Approve Purchasing Documents
- FAQs for Approve Supplier Agreement
- Evaluate Supplier Agreement Approval Status
- Acknowledge Supplier Agreement
- Sign Purchasing Documents
- Dispatch Supplier Agreement
- Amend Supplier Agreement
- Change Order Life Cycle
- Create Supplier Agreement Change Order
- FAQs for Create Supplier Agreement Change Order
- Cancel Supplier Agreement Change Order
- Manage Supplier Agreement Life Cycle
- Supplier Agreement Life Cycle
- Effects of Control Actions on Purchasing Documents
- Centralized Procurement Billing
- Freeze Supplier Agreement
- FAQs for Track Supplier Agreement Life Cycle
- Hold Supplier Agreement
10 Transaction Console
11 External Purchase Prices
- Overview of External Purchase Prices
- Import External Purchase Prices
- Update Item and Category for External Purchase Prices
- Select and Import Purchase Agreements from External Purchase Prices
- Manage External Purchase Prices
- External Purchase Prices Mappings
- Selection Criteria for External Purchase Prices
12 Item Replacement
- Overview of Item Replacement
- Prerequisites
- Considerations for Item Replacement
- Create a Replacement Task
- Delete a Replacement Task
- Reinstate an Original Item or Supplier
- Mark as Completed
13 Global Search
- What attributes can I use to search a requisition using the global search?
- What attributes can I use to search a purchase order using the global search?
- What attributes can I use to search a purchase agreement using the global search?
14 Supplier Negotiations
- Negotiations
- Oracle Supplier Negotiations
- Negotiation Types
- Negotiation Abstracts
- Variables In Negotiation Documents
- Examples of Negotiation Controls
- Examples of Negotiation Response Rules
- Staggered Closing
- Negotiation Style Contents
- Choices to Use Autoextensions
- Negotiation Styles
- Prebid Submissions
- Collaboration Teams
- Create Collaboration Teams
- Using Sourcing Negotiations with Project Management Project Plans
- Associate a Negotiation with an Oracle Fusion Project Management Project Plan
- Negotiation Terms and Conditions
- Specify a Negotiation Currency Conversion Rate
- Create Negotiation Requirements
- Examples of Using Spreadsheet Import
- Negotiation Lines
- Negotiation Terms
- What Happens When You Import Lines to Negotiations by Spreadsheet
- Price Breaks and Price Tiers
- Line Attribute Properties and Their Acceptable Values
- Examples of Line Attributes
- Create Attribute Lists
- Default Line Attributes in Negotiations
- Negotiate Retainage for Services
- Default Internal Cost Factors in Negotiations
- Control Supplier Access
- How You Invite Suppliers to Negotiations
- Invite Suppliers to a Negotiation
- Prospective Suppliers
- How you Access Supplier Profile Attachments
- How You Review a Negotiation
- Negotiation Requirements
- Requirement Properties
- Acceptable Supplier Qualification Requirement Values
- Requirement Scores
- Rank Suppliers Based on Composite Score of Pricing and Requirements
- How the Question Library Is Used
- How to Use the Response Repository
- How You Add Requirements by Spreadsheet
- How You Use a Two-Stage RFQ
- Create Requirements for a Two-stage RFQ
- Create Two-Stage RFQs
- Conduct RFQ as Next Round After Two-Stage Evaluation
- Conduct Auction as Next Round After Two-Stage Evaluation
- How You Create Large Negotiations
- How Cost Factors Are Calculated
- Cost Factors and Cost Factor Lists
- Create Cost Factor Lists
- Apply Internal Cost Factors
- When does a Supplier See Transformed Amounts?
- How Transformed Amounts Are Calculated?
- What Happens if You Select Only Overall Rank?
- How can I renegotiate an existing agreement?
- What's an attribute list?
- What's the difference between a price break and a price tier?
- How can I invite suppliers to my negotiation?
- What's the difference between a negotiation style and a negotiation template?
- What happens if I invite eligible suppliers to my negotiation?
- What happens if I invite suppliers based on their sourcing eligibility status?
- What are automatic extensions?
- What is a cost factor list?
- What's the difference between negotiation display name and a response display name?
- Negotiation Calendar
- Examples of Creating Default Content
- Examples of Cloning Default Content
- Supplier Contracts from Negotiation Award
- Create Supplier Contracts from Negotiation Award
- How You Use Descriptive Flexfields for Negotiations
- How You Add Requisitions to an Existing Negotiation
- Create New Negotiation Round
- Seller Negotiations
- Approve Negotiation
- Approve Negotiation Request
- Capture Supplier Response
- Acknowledge Participation
- Create Response
- Response to Negotiations
- Response to a Negotiation by Spreadsheet
- Response to Negotiation Requirements
- Respond to Requirements
- How You Respond to Lines Using a Spreadsheet
- Mass Price Reduction
- Proxy Bidding
- How Proxy Bids Are Calculated
- Respond to Price Breaks
- Respond to Price Tiers
- Respond to Cost Factors
- How You Respond to Line Attributes
- Have Different Response Price Decrement for Each Line in Auctions
- How You Create Response to a Large Negotiation
- Negotiation Deliverables
- Negotiation Amendment
- Monitor Negotiation
- Negotiation Lifecycle
- Negotiation Owner Change
- How You Download Attachments in Negotiations
- Negotiation Controls
- Monitor Negotiation
- How You Manage Large Negotiation Lifecycle
- Maintain Negotiation
- Example of Managing Negotiations
- Example of Inviting Additional Suppliers to an Active Negotiation
- Example of Managing a Collaboration Team
- Example of Managing Requirements
- Surrogate Responses
- Create a Surrogate Response
- How can I resolve the invalid date range error when I create a surrogate response?
- How You Extend a Closed Negotiation
- How You Cancel a Closed Negotiation
- Create Online Messages
- Use Online Messaging
- How You Use Online Messages
- View Negotiation Work Area
- How You Track Negotiation Lifecycle Activities
- Evaluate Negotiation
- Score Supplier Responses
- Analyze Negotiation Response
- Shortlist Suppliers
- Amend Negotiation
- Create Negotiation Amendment
- Approve Award
- Approve Award Recommendation
- Award Negotiation
- Allocate Award to Requisition Lines
- Record Award Decision
- How You Award Negotiations
- How You Analyze an RFI by Spreadsheet
- How You Analyze and Award an Auction or RFQ by Spreadsheet
- Strategies to Award Negotiations
- Example of Awarding a Negotiation by Line
- Example of Awarding a Negotiation by Response
- Example of Awarding a Negotiation by Splitting Negotiation Lines
- Example of Awarding a Negotiation to Multiple Suppliers
- How You Calculate Automatic Award Recommendation
- Use Automatic Award Recommendation
- How You Calculate Cost Factors in Awards
- What happens if I do not award all the negotiation business?
- How You Upload Award Lines Spreadsheet
- Complete Award
- How You Award a Large Negotiation
- Negotiation Lines Grouped into Purchase Orders
- How You Update Blanket Purchase Agreement from Negotiated Award
- How You Withdraw Award Completion
- How You Reopen Award Decision After Negotiation Is Completed
- Sourcing Programs
- Oracle Sourcing Default Value Settings
- Awarding by Response: Worked Example
15 Spend Classification
- Overview
- Why You Use Spend Classification
- Business Decisions to Consider
- Spend Classification Performance and Analytics
- Configuration
- Taxonomies
- Data Sets
- Knowledge Base
- Attributes
- Training Exclusions
- Rules
- Batches
16 Troubleshoot Errors
- How You Get Assigned to a Business Unit That Supports Requisitioning
- What's the application limit on purchasing processes and services?
- What's the application limit on requisitions?
- What diagnostic tests are available for Procurement?
- Run Touchless PO Creation Diagnostic Reports
- Troubleshoot Internal Requisition Setup for Internal Material Transfers