(Poc) pb ebs procurement flow demo ver 1.3

©Larsen & Toubro Infotech Ltd. Privileged and Confidentialwww.LnTInfotech.com
Oracle EBS- Procurement
SystemClient : Parsons Brinckerhoff
Presenter (POC Demo) : Tejprakash &
Thirubalamurugan
Date : 26 Apr 2016 (Proposed)

©Larsen & Toubro Infotech Ltd. Privileged and
Confidential
2
Active Directory Login
(Kerberos compatible)
User access level
hierarchy
A. Requisitioner
B. Buyer
C. Administrator
D. Organization
(Geography)
E. Approver
F. User Group
G. User Group
Administrator
Requisitioning
A. Punch-outs
B. Static Catalog
C. Non-Catalog
D. Blanket PO
E. Non-PO Invoices
F. Buyer Routing (By
Category)
G. Attachments
H. Stored History
I. Saved Orders
(Favorites)
J. Multi-Currency
(USD,CAD,GBP,AUD,E
UR,etc)
Customizable Commodity
Attributes
A. Category
(Commodity Type)
B. Expenditure Type
(Correlates to GL)
C. Manual Verification
of Non-Catalog
Orders
1 2 3 4
Requirements- Review Not Planned –Present Demo Standard Feature

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Integrated Charge Codes
(Access Controlled via
Record Groups)
A. Project
B. Task
C. Cost Centre
Alerts
A. Pending Verification
B. Pending Approval
C. Approved
(Incremental)
D. Disapproved
E. PO Transmission
Attachments
(Quotes may need to be
transmitted with orders)
A. Excel
B. Word (Doc, Docx)
C. PDF
D. Images
(.Jpg,.Png,.gif)
Meta Data
A. Users
B. Vendors
C. Record Groups
D. Address Book
(Shipping and Billing
Address)
Requirements-Review
7 85 6
Not Planned –Present Demo Standard Feature

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Record Groups
(Limit User Access by the
following attributes )
A. Geography
B. Vendor
C. Cost Centre
D. Project
E. Category
F. Expenditure Type
G. Shipping Address
H. Billing Address
Approval Rules
(Multiple Types)
A. Non-hierarchical
B. Hierarchical
C. Vendor
D. Category
E. Routing Based on
Approval Rule,
Concurrent and
consecutive
approvers
Approvals and Approval
Routing
A. Can be Whole or
Partial based on line
item or quantity
B. Records Approver
Comments
C. Dynamic . If first
approver reduces
QTY, dollar amount
change can change
subsequent
approvers
PO number Assignment
A. Selectable Prefix (ex.
WSP, LNC etc)
B. Selected Start
Number (Non 0)
Requirements-Review
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Purchase Order
Generation
A. Documentation
Transmissible with
PO
B. Manual PO printing
C. Multiple PO
Templates with
Terms and conditions
adjustable at vendor
level
Purchase Order
Transmission
(via standard formats)
A. PDF via email
B. XML (for punch out
catalogs)
C. Transmit to Multiple
emails without a
distribution
D. EDI
Receiving
A. Requisitioner can
mark order as
received in whole or
in part
Reporting
A. Spend by cost center
B. Spend by Project
C. Spend by
expenditure type
D. Spend by category
E. Delimited by Date
Range
F. Stored Reports
G. Customizable reports
H. Export to Excel
Requirements-Review
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Oracle EBS Module Landscaping (Present and Proposed)
Financial
• General Ledger
• Payables
SCM
• Inventory
• IProcurement
• Purchasing
• Approval Management Engine (AME)
Projects • Projects
• Project accounting
HRMS • Human Resource Management System
Oracle EBS Integrated Suite (Proposed )
3rd Party Systems – Legacy
Legacy Application (Present )
Proposed
Oracle EBS
Modules

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Procurement
 Professional Buyers
Work Center
 Multi-organization
access controls
providing security
and business rule
defaults
 Foreign currency
transactions
 Multiple languages
 Auto-Create POs
from on-line
requisitions
Procurement
 Communicate POs
and change orders in
a variety of methods
which include print,
fax, PDF, e-mail, XML
and EDI
Supply Base Management
 Create and rank
approved supplier
lists by item or
commodity
 Prevent purchases
from suppliers
debarred from future
business
Document Approvals and
Security
 View, modify, approve,
and forward
documents from the
Workflow Notification
Viewer
 Control approvals by
amount, cost center,
budget, account, item,
category, and location
 Control document
access and route
documents according
to your management
structure
Key Features available in Oracle EBS Procurement Suite
Oracle Purchasing Oracle Purchasing Oracle Purchasing Oracle AME

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Receiving
 Receive items into
receiving/
inspection, directly
to inventory, or the
shop floor
 Cascade receipts of
consolidated
deliveries
Invoice Matching and
Payment
 Match invoices to PO
shipments
 Create invoices
automatically based on
receipt information at
document level
(Payment on Receipt)
 Full integration with
Oracle iProcurement
and Oracle Payables to
import Procurement
card transactions and
statement files from
card issuer
Complete Catalog &
Content Management
(IProcurement)
 Inline item images
 Multiple item
comparisons
 Categorization
 Content access from
Oracle Purchasing
 Blanket purchase
agreements
 Quotations
 Punch-out to
external web stores
or content hubs
 Non-catalog buying
Streamlined Order
Placement
(iProcurement)
 Shopping lists
 Copy prior
requisitions
 Automatic
document creation
 One-time delivery
address
 Multiple currency
support
 Support for
attachments
Oracle Purchasing Oracle Payables Oracle iProcurement Oracle iProcurement
Key Features available in Oracle EBS Procurement Suite

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What is Oracle iProcurement ? –A glance
1 2
3
4
5

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Procure to Pay –Key Business flow
 Oracle iProcurement is part of Oracle Applications, an integrated suite of E-Business solutions designed to
transform your business into an E-Business.
 Along with the rest of the Oracle E-Business Suite, Oracle iProcurement helps an enterprise streamline the
procurement process with end-to-end business automation.
 It is the starting point for the ordering process and provides powerful self-service requisitioning (On-Line
Requisitioning ) capability with an intuitive, Web shopping interface.
Benefits:-
Start End

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Demonstration- Prerequisites (Approval Hierarchy Setup Data)
User Name Employee Job Position
PB-PO Requisition
Hierarchy
PB-PO Purchase Order
Hierarchy
EXE0000001 1000 100.EXECUTIVE 100.EXECUTIVE-CEO ANY LIMIT
EXE0000002 1001 100.EXECUTIVE 100.EXECUTIVE-CFO ANY LIMIT
PO00000001 2000 100.PRESIDENT 100.PRESIDENT-MATERIALS UPTO $1000,000
VP00000001 2001 100.VICE PRESIDENT 100.VICE PRESIDENT-MATERIALS ANY LIMIT UPTO $500,000
MGR0000001 3000 100.MANAGER 100.MANAGER-MATERIALS UPTO $50,000 UPTO $100,000
BUY0000001 4000 100.BUYER 100.BUYER-MATERIALS UPTO $25,000
CLK0000001 5000 100.PO CLERK 100.PO CLERK-MATERIALS
Approval Sequence

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Approval Groups Approval Group Assignment

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Approval Notification to Requestor and Buyer

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Shop > Stores> Choose your Shopping Category
Procure to Pay Flow –Demo

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Shop > Stores> Choose your Item , Add to Shopping Cart

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Checkout from the Shopping Cart

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Checkout from the Shopping Cart

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Shopping cart > Checkout: Approvals and Notes

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Workflow driven Approval Notification to the
Approver

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Approver , Approves the Requisition

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Requester, Receives Approval Notification

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From Approved Requisitions , Create RFQ using
“Autocreate “in Oracle Purchasing

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Autocreate to RFQ

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RFQ to Quotation

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Purchase Order Creation and Approval

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Purchase Order Approval Sequence

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Approved Purchase Orders

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PO Shipments Details

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Quick Search Items to Receive

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Receipt of Goods in I procurement

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Invoicing the Purchase order Receipt
Procure to Pay Flow –Demo 1 2 3 4 5 6 7

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Validate and Match the Invoice
Procure to Pay Flow –Demo 1 2 3 4 5 6 7

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Payment Processing

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Payment and Create Accounting

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Create Accounting in General Ledger

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Payment and Create Accounting

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Active Directory Login (Kerberos compatible)1
Not Planned for the
Present Demo

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User access level hierarchy2
Documents Access Level

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User access level hierarchy2 Documents Security Level

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User access level hierarchy2

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Requisitioning3
2
3
1
Product
Images
in Static
Catalogs /
Item Master

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Requisitioning3

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Requisitioning3

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Requisitioning3

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Customizable commodity attributes4

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Customizable commodity attributes4

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Integrated Charge codes5

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Alerts6
Not Planned for the Present Demo

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Attachments7
Requisitions

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Attachments7 Purchase Orders

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Meta Data8 Vendors
1
2
3
4

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Meta Data8 Vendors

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Record Groups9

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Approval Rules10

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Approval Routing11

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Approval Routing11

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User Name Employee Job
EXE0000001 1000 100.EXECUTIVE
PO00000001 2000 100.PRESIDENT
VP00000001 2001 100.VICE PRESIDENT
MGR0000001 3000 100.MANAGER
BUY0000001 4000 100.BUYER
CLK0000001 5000 100.PO CLERK
Approval Sequence –Forward(Hierarchy)
User Name Employee Job
PO00000001 2000 100.PRESIDENT
VP00000001 2001 100.VICE PRESIDENT
MGR0000001 3000 100.MANAGER
BUY0000001 4000 100.BUYER
CLK0000001 5000 100.PO CLERK
Approval Sequence –Direct
1
2
3 1
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PO Number Assignment12

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PO Number Assignment12

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Purchase order Generation13

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Purchase order Transmission14
Not Planned for the Present Demo

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Receiving15

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Receiving15

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Receiving15

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Reporting16

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Reporting16

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Reporting- Export to Excel16

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Wish List
Re-submission. Disapproved or cancelled orders can be resubmitted (no terminal status) - Oracle AME/PO/POR
Mobile access -Oracle POR , Oracle Mobile Approvals for Oracle E-Business Suite (for Requisition approvals)
Multiple browser support (IE back to IE9, Chrome, Firefox)
Multi Language (French, Spanish) - Oracle PO, AOL
Verbose error reporting – Clarification Required
Multiple equivalent approver (Either/or) - Oracle POR ,AME
Storage of tracking numbers - Oracle POR
Product Images in Static Catalogs / Item Master - Oracle POR

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Q&A

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Our Business Knowledge,
Your Winning Edge.

(Poc) pb ebs procurement flow demo ver 1.3

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