More Related Content
Similar to Oracle Applications 11.5.10 Sourcing Training (20)
Oracle Applications 11.5.10 Sourcing Training
- 1. Sourcing 11.5.10 Dharmalingam K S, PMP Procurement Professional Community Hot Topic Presentation 09-May-2006
- 2. Agenda Overview Setup – User & Supplier Sourcing Home Page Sample RFQ Flow – Create, Publish, Supplier response (Quote), Award Details & Create PO Limitations & Data Flow
- 3. Overview Oracle Sourcing is the enterprise application that drives more and better sourcing through online collaboration. It is a key component of Oracle Advanced Procurement, the integrated suite that dramatically cuts all supply management costs.
- 4. Sourcing Flow & Advantages Source More of Your Spend Source for Lowest Total Cost Create Immediate and Long-Term Savings Structured Event Support Cross-Functional Collaboration Knowledge Capture / Re-use Total Cost Analysis* Real Time Decision Support* Enterprise Integration Rapid Deployment Change Management Automated Negotiations, Bid Mgmt and Award* Make Savings Stick Identify Opportunities & Suppliers Conduct On-Line Negotiations Analyze & Award Approve & Issue Define Strategies & Negotiations Integration * Requires Sourcing Optimization Purchasing Contract Mgmt Finance Marketing Other Operations
- 5. System Generated Recommendations* Optimized, Policy-Compliant Award Recommendation Eliminate Time-Consuming Manual Analysis Multiple Sites Dozens of Bid Lines Company Policy Complex Bids Sourcing Rules Budget Constraints Supply Base Rules Model multiple business constraints and supplier inputs Award Optimization Engine * Requires Sourcing Optimization Maximum of 5 Vendors Minimum 60% to incumbent supplier $100k Annual Maximum Multiple Suppliers
- 6. Setup - User Sandbox Instance URL: http://ebcdell08.oracle.com:10100/ Define a new employee in ‘US HR Manager’ responsibility with email id and then attach it to the Oracle Applications user.
- 7. Setup – Register Supplier Create new suppliers either in Purchasing or Payable module Register the suppliers in ‘Supplier User Administrator’ responsibility System generated password would be sent to the supplier’s email
- 8. Setup - Invite Supplier User Invite the suppliers in ‘Supplier User Administrator’ responsibility The email notification for invitation would be as below
- 9. Sourcing Super User IT Click on the function ‘Sourcing Home Page’ in the responsibility ‘Sourcing Super User IT’
- 10. Sourcing Home Page - Negotiations Templates can not be modified by other users except the owner (not like core apps) though the access is setup as public But other buyers would be able to apply the template
- 11. Requests When scrolled to the right, the document builder is shown The options available for Document are: Standard RFQ Standard Auction Blanket RFQ Blanket Auction
- 12. Intelligence
- 13. Administration
- 15. Abstracts & Forms Abstract is a summary or synopsis of a negotiation used to advertise the purchase to increase competition. They would be presented in the buying org’s external website. Form is a XML based file that can be transferred to 3 rd party system.
- 16. Create Form
- 17. RFQ Header Operating Unit selection through security profile Once saved, will not be able to change both Org & Outcome Both RFQ number and AUCTION_HEADER_ID are same (no segment1 column in the table) Supervisor would be defaulted in the collaboration team
- 18. RFQ Line Summary Once navigated to Lines page, the RFQ is saved to the table
- 19. RFQ Line Creation No internal attribute type – only Required, Optional, Display Only Multi Attribute scoring for Quantity & Need by to date
- 20. Scoring Criteria
- 21. Controls
- 22. Contract Terms Available only when Oracle Procurement Contracts is licensed & implemented
- 24. Supplier Summary Supplier site is not required till quoting but required for creating a PO Such suppliers (whose site is not defined in the current Operating Unit) can be selected only by ‘Add Supplier’ not from ‘Add Invitation List’
- 25. Add Supplier
- 26. Add Suppliers from Invitation List
- 28. Supplier Sourcing Home Page
- 29. Supplier’s Action Menu in RFQ
- 32. Supplier participation acknowledgement from worklist Workflow response becomes the participation acknowledgement
- 34. Unread message in Buyer’s Negotiation Home Page
- 35. Create Quote
- 36. Price Factors
- 37. Line Price & Quote Price
- 39. Close RFQ
- 40. New Round If Sourcing RFQ is created from requisitions, then the requisition is returned to the pool on creating new round
- 41. Award by Quote
- 42. Score Entry
- 43. Award Multiple Lines Note lot is grouped and shown as one element
- 44. Award Quote
- 45. Award By Line
- 46. Graph Price/Score by Time
- 47. Graph Price by Score
- 48. Award
- 49. Line Comparison
- 50. Spreadsheet Interface Note the zip file is placed as an object above for reference Please leave the presentation mode to open the file After completing the entries in excel, award is to be imported as a text file.
- 51. Complete Award Only new PO’s can be created Existing PO’s can not be updated
- 52. Create PO The workflow background process with the item type ‘Sourcing Complete Auction’ needs to be scheduled to run @ a frequency depending on the rate of publishing the RFQ. This workflow calls the standard ‘Create PO’ workflow to create the PO.
- 53. PO Summary All the price factors would come as line level attachments
- 54. Limitations of Sourcing Inability to update existing Purchase Orders on award (only new PO creation is possible) – Please refer Complete Award Spreadsheet interface – Export just dumps data from the tables. Item import for negotiation lines require certain intelligence from the buyers! – Please refer Spreadsheet Interface There is no API to create Sourcing negotiations from external systems or through custom extensions.
- 55. Tips & Information Tips Disable pop-up blocker in the internet browser Do not use browser’s back or front buttons, instead use the applications’ links Information Student guides & training for Sourcing are being prepared and would be ready by June/2006 from Oracle University
- 56. Data Flow in Sourcing Tables
- 57. Thank You A Q &