iProcurement for
Creating Purchase
Requisitions
Presented by
Kirk Williams
Sr. Oracle Consultant
Frontier Consulting, Inc.
Who is Frontier Consulting?




Provides implementation, migration, integration
and support services for Oracle Applications
Expertise in Financials, Manufacturing,
Distribution, Supply Chain, HR & Payroll, Project
Accounting and CRM
Offers offshore development and support located
in Hyderabad, India with 24/7 support
Oracle Certified Partner servicing mid-sized
companies, government agencies and educational
institutions
Discussion Topics
Position Hierarchy Creation and Setup
 iProcurement Purchasing Requisition
Flow and Options for Approvals
 Maintenance Materials Orders through
Work Orders using iProcurement
 Catalog Setup Loading and Maintenance
 11.5.10 iProcurement Brief Look and Feel
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You can use the forms mode
for building position
hierarchies in the HR module
When building with the
diagrammer, you can cut and
paste positions in the tree
This is another view using the
diagrammer and cut and paste
function works here also
This is where you create
positions for assigning to
people for the hierarchy
On the assignment page, the
purchase order information is
where the default expense
account can be entered
The position is related to the
document type and the
approval group
This is where the limits
and accounts are set in the
approval groups
This is another example
of a limit for use with
requisitions
iProcurement Purchasing
Requisition Flow and Options
for Approvals
These are the control
area regions of this page
This is where to start for
ordering expense Items. Fill in
Description, UOM, Quantity
and Price
There are 3 options
for checkout, we will
use Express Checkout
for this example
If you need to add
more lines, return
to shopping
When using Oracle eAM
(Enterprise Asset Management),
you can select the Maintenance
button and enter Work Order and
Operation Sequence number to
allow for correct account coding
The search will allow you to
lookup the Work Order and
show the description, project
and task number if using Oracle
Projects
This option can be added to
iProcurement to allow the
Requisitioner to select a
Buyer for the purchase of the
Goods or Services
The Buyer will be
associated to the
Purchase Requisition
This will give you the
feel of the standard
checkout process
Billing Information can be
suppressed, it is related to
Projects Billing if implemented
You can review your charge
account information and
change if necessary
You can change the account
information or use a nickname
under your profile
Enter any notes to
buyer or approver and
attachments here
This is a sample of a text
attachment to a receiver.
You can use a file for
attachment also
The attachment
shows up here and
can be viewed
Select this link for adding
another approver
Select a Buyer when adding to
the approval list, they will get it
first for approval
Do not use add button for selecting
Buyer first, They cannot change
price with this option
This is the next screen and they
will get it first for approval
Do not be concerned with the
sequence you see here, it will go
to the buyer and they will reject
it with correct pricing
Select the Submit button and it
will be routed properly
Here is your Submit
Confirmation it has been routed
properly
Buyer will get a notification for
approval from requisitioner
The buyer can view and email, fax
or print the requisition to a
supplier and use this as an RFQ
The buyer will need to open
document from the icon to open
the requisition to edit and update
pricing from the supplier’s
response to the RFQ
Buyer can change the type and
category of the requisition
Buyer can also change quantity
and price on the Requisition,
anything highlighted in yellow
After changing the
information, save and exit
The buyer can reject the Requisition
and it will be returned to the requestor
to decide if they still want to submit
the Req.
This is the Buyers rejection
confirmation screen
The requestor will receive an email
to decide if they want to resubmit
or cancel the Requisition
The requestor can pick a
checkout option and
resubmit approval
Requestor can put notes to
buyer and approver
Requisition then is submitted through the
normal approval channels
You can also search
through other
requisitions that have
been created by others
You also have various
ways of viewing the list
and the ability of
copying an existing one
to create a new one
This is a requisition created
by another user you could
use to copy from
When you’re out on vacation, you can
reassign your notifications
Use this button to create a
rule for notifications while
your out
You can assign all of your
notifications to go to
someone else while your out
Select your dates,
optional message and a
person to delegate your
notifications then submit
Your rule has been created and you
can reuse the rule by updating the
dates you are out of the office
This is an email you will receive it a
requisition has been rejected and can
be resubmitted for approval
These are user default
profile settings you can
set
If you order for other departments, you
can setup other charge accounts and
give them nicknames for use
You can also change
your password on the
profile page and
apply changes
Catalog Setup Loading and
Maintenance
This is where you manage
the catalogs and access
method for the catalogs
The templates and
instructions for loading the
catalogs are accessible here
When you load items and
prices, the status appears
here and in the concurrent
manager also.
When building the table of
contents, you can have
lower levels setup here
You can map the Catalog
Categories to the Oracle
Categories here
This is a filled in template
tab formatted load file for
price and items for the
catalog by supplier
The additional information in
the catalog using excel, you
can save as tab delimited for
loading and easy editing
Using the Bulk Load with
the file created is what you
select for loading supplier
items and prices
11.5.10 iProcurement
Brief Look and Feel
This is the homepage for
11.5.10 iProcurement with
similar layout to the 11.5.9.
Contractors tab was added
in this release
Using Oracle Projects, you
can associate PR items to a
Project and Task
Using eAM and checking
the Maintenance box will
prompt for Work Order and
Operation Sequence
Questions
&
Answers
Contact Information
Frontier Consulting, Inc.
10101 Southwest Freeway
Suite 202
Houston, Texas 77074
(713) 778-0799
[email protected]