iSupplier Portal R12 Delta v1
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Transcript of iSupplier Portal R12 Delta v1
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e-Business Suite R12Awareness Training
iSupplier Portal
Greg Cozzens
AGSS Solutions Architect Procure!ent
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Purpose:
This "ocu!ent #ro$i"es an o$er$iew o% %eatures an" enhance!ents inclu"e" in
Release 12& It is inten"e" solel' to hel# 'ou assess the (usiness (ene%its o%
u#gra"ing to Release 12&
Disclaimer:
This "ocu!ent in an' %or! so%tware or #rinte" !atter contains #ro#rietar'
in%or!ation that is the e)clusi$e #ro#ert' o% *racle& +our access to an" use o%
this con%i"ential !aterial is su(,ect to the ter!s an" con"itions o% 'our *racle
So%tware icense an" Ser$ice Agree!ent which has (een e)ecute" an" with
which 'ou agree to co!#l'& This "ocu!ent an" in%or!ation containe" herein!a' not (e "isclose" co#ie" re#ro"uce" or "istri(ute" to an'one outsi"e
*racle without #rior written consent o% *racle& This "ocu!ent is not #art o%
'our license agree!ent nor can it (e incor#orate" into an' contractual
agree!ent with *racle or its su(si"iaries or a%%iliates& This "ocu!ent is %or
in%or!ational #ur#oses onl' an" is inten"e" solel' to assist 'ou in #lanning %or
the i!#le!entation an" u#gra"e o% the #ro"uct %eatures "escri(e"& It is not a
co!!it!ent to "eli$er an' !aterial co"e or %unctionalit' an" shoul" not (erelie" u#on in !a.ing #urchasing "ecisions& The "e$elo#!ent release an"
ti!ing o% an' %eatures or %unctionalit' "escri(e" in this "ocu!ent re!ains at
the sole "iscretion o% *racle& /ue to the nature o% the #ro"uct architecture it
!a' not (e #ossi(le to sa%el' inclu"e all %eatures "escri(e" in this "ocu!ent
without ris.ing signi%icant "esta(ilization o% the co"e&
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Agen"a
Day 1
Introductions and Expectations
Purchasing
Procurement Contracts
BI for Purchasing
Reie!
Day "
iSu##lier Portal
11i1# Baseline
R1" Delta reie!
Instructor led $P% demonstration
&ands on $P% exercise
'rap(up ) *+,
Sourcing
iProcurment
Serices Procurement
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Su##lier Colla(oration 011i1
*r"er
Colla(oration Settle!entShi# Goo"s
Set up address + -ey contact details .lag /usiness classifications Identify products + serices Define /an- accounts Document filing ca/inet
0ather prospectie endors Register supplier users Inite supplier users Set security leels
3sta(lish
Su##lier Pro%ile
3na(le
Su##liers
rac- ratings for: ( Price2 3uality2 deliery2 serice
Compare performance
Create shipment notices,dd lot2 serial and 4P5 Excel upload for olume Chec- returns 6ie! inspections
In/ound logistics
7aintain /an- accounts Create inoice Chec- on(hold status 6ie! payment schedules Reconcile statements
6ie! P8 and agreements,c-no!ledge orders Su/mit change re3uests 67I ) consigned Inentory Drop ship orders
.orecast sharing
Re$iew Su##lier
Per%or!ance
Structured Communication for Lower Costs, Better Service from Suppliers
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Intuiti$e 45ero Training6 7ser Inter%aceDrive Supplier Adoption
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New in 11i.9Base Differentiators
Self(serice enterprisere3uisitioning from suppliersor internal stoc-
Integrated asset andproduction planning
Self(serice supplierin3uiries and transactions29eg 67I and self(inoicing;
.lexi/le inoice matchingincluding match to receipt
,utomatic inoice and de/itmemo generation
Pro
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iSu##lier Portal 8 R12 *$er$iew
7ar-et Priorities
Expanded supplier colla/oration flo!s
7ore po!erful change order processing capa/ilities
Complex serices support
Catalog 7anagement: supplier catalog authoring)upload
Supplier performance colla/oration
Improed supplier ena/lement capa/ilities
Prospectie supplier registration
Ease of use: continue to improe self serice $I for suppliers
Supplier $ser ,dministrator
Buyer ools ( Supplier 7anagement Improed supplier profile management isi/ility and flexi/ility
Integration of supplier contacts and supplier users
$ser friendly configuration: olerance rules2 supplier surey2 etc
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iSu##lier Portal 8 9e' R12 :eatures
Change 8rder 7anagement 7ulti(order change re3uest olerance(/ased change re3uest approal Route change re3uests to re3uester for approal
Performance and Status rac-ing Supplier Scorecard P8 Status rac-ing
Supplier Profile 7anagement and Registration 5e! &74 Supplier Setup $ser Interface Prospectie Supplier Registration Supplier $ser ,ccount 7aintenance
Colla/oration and $sa/ility Enhancements Supplier Ena/led Catalog 7anagement 9coered in iProcurement; Integration !ith 8racle Supplier 5et!or-
$sa/ility: ransaction In3uiry Inoicing Enhancements
5on(P8 7atching Inoice Dispute Resolution
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Change *r"er ;anage!ent
Feature capabilities
7ulti(order change re3uest olerance /ased change
re3uest approal
Route change re3uests to
re3uester for approal
Market Driver(s)
Customer drien enhancementre3uests
Supplier =high olume>
re3uirements
6aria/le approal re3uirements
alue
Supplier efficiency improements
Reduced /uyer !or-load
,utomated Re3uester notice and control of supplierchange re3uests
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;ulti-*r"er Change Re=uest
Suppliers can su/mit response for multiple shipment lines
across different purchase orders in a single transaction
Su/mit common promise date
*uantity changes
Cancellation re3uests
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Significantly improes response efficiency &uge gain for supplier users !here olumes are high or
ac-no!ledgements are re3uired
/e%ault res#onse $alues to all shi#!ents
selecte"
;ulti-*r"er Change Re=uestBenefits
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Tolerance Su##ort %or Change
Re=uests 8 A##ro$al Routing
,llo!s /uyer to define tolerance limits to ena/le auto(approal of order change re3uest
If suppliers change re3uest does not exceed defined
tolerance limits2 then:
Change re3uest is auto(approed
Buyer receies .I notification
olerance limits can /e defined /y operating unit
Benefits ( Reduce /uyer !or-load
( 4imits inolement to only important change re3uests
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Con%iguring Change Re=uest
Tolerances 8 A##ro$al Routing
Select *#erating 7nit
3nter auto-a##ro$al
tolerances %or attri(utes
ote? %or attri(utes with
(oth @ an" transactiona!ount $alues -I% onl' one is set u# s'ste!
will chec. against this $alue&I% (oth are set u# s'ste!
will ta.e the !ore restricti$e
one
Select attri(utes %or
which change re=uests
nee" to (e route" to
re=uester %or
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Tolerance-(ase" Auto-A##ro$al
Process 8 Su##lier Change *r"er
& All
changesare
within
li!its
+e
s
o
Auto!ate" #rocess
PR*C3SS
2& The su##lier
su(!its a change
re=uest 0SC*
& Chec. against
the tolerance
li!its
D& Auto-a##ro$e
the su##lierchange re=uest
E& :ollows the e)isting
SC* a##ro$al %low
F& Re$ise P* with
(u'ers a##ro$al
assu!e"
& Sen" an :+I
noti%ication to the
(u'er
& :ollow the P*
a##ro$al %low
1& Tolerance li!its
are set u#
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Select attri(utes %or
which change re=uests
nee" to (e route" to
re=uester %or
Route Change Re=uest to
Re=uester 8 A##ro$al Routing
.or increased controlre3uesters can /e re3uired
approer of supplier
change re3uest
Buyer no longer has to
contact re3uester off(line
Change re3uest !ill routeup re3uester approal
hierarchy if needed
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Route Change Re=uests to
Re=uester Process
&
Changes
re=uirerouting
to
re=ueste
r +e
s
o
Auto!ate" #rocess
PR*C3SS
2& The su##lier
su(!its a change
re=uest
& Chec. against
the routing rule
D& Route the SC*
to the re=uester
E& :ollow e)isting SC*
a##ro$al %low
1& A routing rule is
set u#
F& Re=uester a##ro$es
the SC* through the
noti%ication
& RC*
re=uires
a##ro$al
& Initiate a
re=uester change
or"er 0RC*
1E& oti%' the
su##lier o% the
a##ro$al
1& Route there=uesters
a##ro$al
hierarch'
o
+e
s
12& 7#"ate
changes to the
i!#acte"
re=uisition lines
1& :ollow the P*a##ro$al %low
11& A##ro$ers a##ro$e
the RC*
1& Re$ise P*
with the changes
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Su##lier Per%or!ance an" Status
Trac.ing
Feature capabilities Supplier Scorecard
P8 Status rac-ing
Receipt In3uiry
Market Driver(s) Point solution competitie parity
Customer enhancement re3uests
Supplier efficiency
alue
Single source o% #er%or!ance truth %or su##lier an"
(u'erTrans#arent transaction $iews
Re"uce" (u'er J AJP wor.loa"
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Su##lier Scorecar" Buyers proide suppliers o/
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Su##lier Scorecar"
/etails
Custo!ize "ash(oar" $iew to a""
!ore re#orts 9PIs u#"ate 9PI
list re!o$e re#orts #ortlets or
a"" custo! re#orts 9PIs etc&
3ach su##lier will
onl' see their "ata&
iew tren" "ata o$er $ariousti!e #erio"s
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Su##lier Scorecar"
Buyer Setup:
Buyers can configure dash/oard ie!s for different sets of suppliers Buyers can !eight %PIs and display oerall supplier score to supplier
Re3uires DBI
Suppliers access scorecard ia the Intelligence ta/
Suppliers can select reporting period from set of predefined rolling periods
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P* Status Trac.ing
Redesigned P8 page for one stop order lifecycle ie! Suppliers hae isi/ility to the total amount receied and
inoiced directly on the P8 &eader
Proides complete transaction summary in one place no need
to access seeral different pages
Drill do!n into all related transaction detail: receipts2,S5),SB52 inoice2 payments
Benefits ( ransparent transaction info further reduces off(line supplier in3uiries
( Improed user experience reduces supplier training re3uirements
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P* Status Trac.ing /etails 8 P*
/etails
The Actions list shows a$aila(leactions (ase" on or"er status
Kuantit' an" a!ount
or"ere" recei$e" an"
in$oice" are "is#la'e" at
each shi#!ent
Su!!ar' o% a!ountrecei$e" an" in$oice"
along with the #a'!ent
status
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Improed isi/ility of the receiing actiities Displays 8n(ime Performance status so that late2 on(time2 and
early shipments can /e easily identified
Displays the 3uantity)amounts receied2 ordered2 returned andre
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Recei#t In=uir' /etails 8 iew
Recei#ts
/rill "own to $iew
the "etails o% relate"
or"ers in$oices
/rill "own to recei#t
"etails
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Recei#t In=uir' /etails 8 Recei#t
Recei#t transactions ta(le
inclu"es on-ti!e#er%or!ance status returns
an" "e%ects re#orts
General Recei#t
In%or!ation
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In$oice an" Pa'!ent In=uir'
Feature capabilities
Inoice and Payment In3uiry
Market Driver(s)
Supplier enhancement re3uest $sa/ility
alue
Enhanced usa/ility7ore transactional detail
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In$oice an" Pa'!ent In=uir'
/escri#tion
he redesigned Inoice and Payment pages !ill proide aholistic ie! of an inoice and associated payment actiities7ore search options are added to allo! a 3uic-er identificationof desired transactions Suppliers can ie! the inoice andpayment flexfields ena/led in 8racle Paya/les
he Inoice summary page includes inoice hold informationand payment status2 and lin-s to payment and receipt details
he Inoice detail page summari?es the inoice /rea-do!nand related payment information at the header leel2 andsho!s the inoice lines ,dditionally2 users can ie!
upcoming scheduled payments or any hold reasons displayedon the same page
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Enhances the usa/ility 7ore search options are aaila/le
Displays the status and purchase order)receipt matching details foreach inoice line
Proides more transaction details Inoice and Payment pages proide a complete ie! of inoice and
associated payment actiities
he inoice detail page also displays the upcoming scheduledpayments2 and hold reasons proided suppliers a /etter picture oftheir payment status
In$oice an" Pa'!ent In=uir'
Bene%its
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In$oice an" Pa'!ent In=uir'
/etails 8 iew In$oices
;ore searcho#tions are
a""e"
/rill "own to or"ers recei#ts
an" #a'!ents&/rill "own to in$oice "etails
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In$oice an" Pa'!ent In=uir'
/etails 8 In$oice
In$oice(rea."own
su!!ar'
Su(ta(s to $iew in$oice line
"etails sche"ule" #a'!ents
an" Hol" "etails
Relate" #a'!ent
in%or!ation
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In$oice an" Pa'!ent In=uir'
/etails 8 iew Pa'!ents
Clic. to "rill "own to
#a'!ent "etails/rill "own to P* an"
In$oice "etails
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In$oice an" Pa'!ent In=uir'
/etails 8 Pa'!ent
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Pros#ecti$e Su##lier Registration
$I for Buyers to configure registration re3uirements
8racle iSurey is em/edded in registration for custom3uestionnaires
8racle ,7E is no! integrated for user(defined approal flo!s
on registrations
$sers can su/scri/e to receie registration and profile changenotifications
Suppliers can sae registration re3uest to complete later
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:le)i(le Pros#ecti$e Su##lier
Registration Setu# 8 Registration
Con%iguration
2& Chec. o#tions toa"" to the
registration %low
1& Choose le$el %or
con%iguration 8
Glo(al or *#erating
7nit
& Select sur$e's to
a"" to the
registration %low
,ll 0lo/al sureys are displayed2 follo!ed /y 8$ specific ones
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:le)i(le Pros#ecti$e Su##lier
Registration Setu# 8 oti%ication
Su(scri#tion
Clic. A"" Su(scri#tion
:le)i(le Pros#ecti$e Su##lier
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:le)i(le Pros#ecti$e Su##lier
Registration Setu# 8 oti%ication
Su(scri#tion
1& Search an" select
the recei$er0s
2& Chec. to select
noti%ications
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Su##lier Pro%ile ;anage!ent
, ne! &74 $I for supplier management2 replacing .orms
Intuitie naigation and greatly enhanced layout 6ie! sites and header on single page
8ne(stop supplier !or-/ench:
7aintain suppliers
7anage supplier registrations 7anage supplier profile change re3uests
5e! *uic- $pdate page proides customi?a/le supplier summary
ie! that allo!s profile updates
Suppliers are represented as part of the trading community
architecture 9C,;
5ormali?ation of address and contact details
Conergence of contact and user
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ew HT; Su##lier Setu# 7I
*ne #lace %or creating
su##lier u#"ating su##lier
in%or!ation an" !anaging
su##lier #ro%ile
Before R1"
In R1"
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ew HT; Su##lier Setu# 7I
Process 8 Access the Su##liers #age
Create su##lier
Search or "rill
"own to
su##lier "etails
To /o ist %or
re=uests
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ew HT; Su##lier Setu# 7I
Process 8 7#"ate Su##lier /etails
& Si"e na$igation allows
users to a"" or u#"ate all
su##lier #ara!eters
2& Search $iew create
an" u#"ate su##lier
sites
1& Continue the
creation with the
Kuic. 7#"ate
#age& 7sers can
use this #age tou#"ate su##lier
in%or!ation later
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Su##lier Re#resentation in TCA
/elta Su!!ar'
,ll supplier records represented in C,
In 11i + 11i1#2 only suppliers gien access to iSP had C,
Party records created
5o! a single supplier address can /e leeraged /y multiple
sites2 for each 8$
Benefit: a single change to an address can /e seen instantly /y
all sites across 8$s
Impact: Retired 11i functionality that ena/led users to copy
address across 8$s or Fpush updates
Same is true for contacts single contact replaces creating
contact for eery site
Create Contact can create iSP $ser ,ccount
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*7
*7
Su##lier ;igration to TCA
Currently
911i;:
R1":
*71
*72
*7
*7
A""ress
A""ress
A""ress
A""ress
*71
*72
A""ress
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Creating Su##lier Sites
Site is created /y assigning the address record to 8$s
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Su##lier 7ser Account
;aintenance
5e! self(maintenance priilege for suppliers to maintain iSPsupplier user accounts:
Create user accounts
8/solete user accounts
Set access rights for their users
Supplier administrator can create contacts and automatically
create supplier user accounts
Benefits ( Eliminates large administratie tas- for Buyer org
( Suppliers hae full control and ease of use
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Su##lier 7ser Account
;aintenance Process
Clic. Create to create
a new contact
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Su##lier 7ser Account
;aintenance Process
Chec. Create 7ser
Account to ren"er the
section to a"" the user
account "etails
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Su##lier 3na(le" Catalog
;anage!ent
Suppliers can create or upload catalogs either ia file upload oron(line authoring
7ain industry format standards supported: 8,0 @742 c@742CI. and text file
Content re3uires approal /y /uyer /efore it is aaila/le tore3uesters
,ll changes are displayed to /uyer for reie!
C
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3nhance" Catalog Agree!ent
;anage!ent /etails
Through the 3"it Agree!ent
action su##liers can access
the catalog authoring #age to
create or !o"i%' a catalog
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Integration with *racle Su##lier
etwor. Feature capabilities
Communication ena/led/et!een iSupplier Portal and8racle Supplier 5et!or-
Simplified Supplier access tomultiple iSupplier Portalinstances
Market Driver(s)
Point Solution competitie
response
Supplier enhancement re3uests
alue
Complete integration
Single sign on conenience and effeciency
I t ti ith * l S li
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Communication ena/led /et!een iSP and the 8S5 to giesuppliers isi/ility across all of their iSP accounts
Simplified supplier access to multiple iSP instances:
8S5 stores the suppliers iSP username and pass!ord 'ith a single login to 8S52 suppliers can access multiple iSP
instances
Integration with *racle Su##lier
etwor.
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iSu##lier Portal Punch-in
Su##liers can re=uest an iSP account $ia *S
Single clic. access to Bu'ers iSP sites Su##lier users setu#J!aintain e)isting iSP accounts $ia *S
Oracle Supplier
Network
Bu'er
iSupplier Portal
Su##lierBu'er
Bu'er
I t ti ith * l S li
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Integration with *racle Su##lier
etwor. /etails
Su##lier clic.s lin. %orinstant access to
Bu'ers iSP s'ste!
iSP Ho!e #age is
#resente" in new
(rowser win"ow
I t ti ith * l S li
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Integration with *racle Su##lier
etwor. /etails
*S storesSu##liers iSP
accounts
Su##lier can re=uestnew iSP account
*S sen"s account
re=uest to Bu'ers
iSP s'ste!
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Feature capabilities Market Driver(s)
alue
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*racle iSu##lier PortalDemonstration
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*racle iSu##lier Portal4a/
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Lra# 7#J KMA
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Than. +ou