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Internet Procurement
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Oracle iProcurement Centralize PurchasingControl, Decentralize Execution
Procurement policy based self-service enablement
Support requests for all goods and services
Productive user interface for self-service audience
Self-service receiving for improved payment accuracy
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Manage the Spend, not the TransactionsBut, do buyers have the time?
SuppliersBuyersRequesters
Manufacturing
Maintenance
R&D
G&ACreate POs
DocumentApprovals
Communicate
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Automate TransactionsFlag Exceptions
SuppliersRequesters
Manufacturing
Maintenance
R&D
G&A
ImplementControls
Manage SupplyBase
Analyze Spend
FinancialControls
Role-BasedSecurity
ApprovalWorkflow
CorporatePolicy
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Define rules for corporate policy based automationFlexib le workf low s to conf igure you r ru les
Approvals
Rules-based approval list Cost-center, location, commodity
controls
Flexible approval hierarchies
Approve via email or online
Automatic PO creation
Contract buys vs. one-off
Approved supplier usage
Standard vs. non-standard items
Emergency POs
Automatic approval and communication
Charge Accounts & Budgets
Person, CC, location, itemcommodity controls
Project tracking and reporting
Full budgetary control usingencumbrance accounting
Approved Suppliers and Items
Identify approved suppliers foritems / commodities
Establish approved item/pricingcontracts and represent as catalogs
Control requester access toauthorized catalogs
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Oracle iProcurement Centralize PurchasingControl, Decentralize Execution
Procurement policy based self-service enablement
Support requests for all goods and services
Productive user interface for self-service audience
Self-service receiving for improved payment accuracy
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Remote:Catalog Hubs
Remote:Supplier Hosted
LocalCatalogs
Content Management ModelsMult ip le opt ion s to support di f ferent i tem types
Direct Materialand MissionCritical MRO
Demand driven by MRP
Inventory level tracked
Items under lot/serial/revision control
Items under existing long term agreements
Dynamic pricing & availabilityConfigurable itemsLarge selection of itemsInventory not tracked in buying org.
Catalog Content Management
Indirect and
Non-Critical
MRO
Indirect and
Non-Critical
MRO
Static item and pricing informationApproval controls for price changesInventory not tracked in buying org.
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Supplier Hosted CatalogsUsers pu nchout to catalogs m aintained on supp l ier websi tes
iProcurement Firewall Catalog content onsuppliers website
Access company specific catalogs on supplier website
Item configuration rules for CTO items Real time pricing and availability Information
Support Oracle XML and cXML formats for punchout
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Catalogs Hosted on Catalog Content Hubshttp:/ /www.exchange.oracle.com/
Immediate access to wide variety of catalogs
Suppliers author catalogs on content hub
You approve changes to items and pricing
Control requesters access to available catalogs
iProcurement
Firewall
Catalog Content Hub
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Single Point of Entry for All Request TypesGuide users to appropriate Store based on request type
Office supplies
IT equipment
IndustrialSupplies
Professionalservices
Temporarystaffing
Maintenance
Promotionalitems
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Purchase requisitions
Local or remote catalogs
Non-catalog requests for non-standard goods
Internal requisitions Internal catalogs for standard
items
Source based on availability
Inter- or intra-company requestswith cross-company accounting
Order Items from Suppliers or Internal Warehouses
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Simple and Advanced search for items in Catalog
New self-guidingsearch offerstargeted results forself-service users
Advanced searchfor attribute specificcriteria
Control catalog
access to usersbased on usage
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Request for Services using Smart FormsFlexible temp lates to capture service detai ls
Flexible templates todefine authorized
service terms andrates
Professional andgeneral businessservices
Minimize data entry,default values fromtemplates
Capture additionalservice details duringrequest creation
Configure approvalrules based on smartforms
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Maintenance Requests for Assets
Assets
Supplier
Order
Request
Maintenance
Schedule
Rule Based
Engine
Ship ToMaintenance
Location
Define maintenanceschedules for assets
Create requisitions forwork orders frommaintenance workbench,search MRO catalogs forrequired items
Track progress againstwork orders
Receive and deliveritems directly tomaintenance location
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Financial Considerations for all BusinessEnvironments
Flexible cost allocation
Automatic account defaults basedon business rules
Security-based override capabilities
Distribute charges across multipleaccounts/cost-centers
Allocate charges to expense ormaterial accounts based on usage
Budgets & Encumbrance Accounting
Control spending using budgets andencumbrance accounting
Track spending limits and spend-to-date
Real-time validation of funds duringrequest creation
Approvals based on budget ownership
Project-based requests
Request goods and services forspecific projects
Allocate costs to multiple projectaccounts and budgets
Track and report against projects
Requests charged to specific Grants
Capture grant award information onindividual requests
Allocate costs across multiplegrants
Default grants information ontorequest lines to minimize data entry
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Oracle iProcurement Centralize PurchasingControl, Decentralize Execution
Procurement policy based self-service enablement
Support requests for all goods and services
Productive user interface for self-service audience
Self-service receiving for improved payment accuracy
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Easy-to-use interface Familiar amazon.com-like interface
Create and submit requisitions in justa few clicks
Productivity enhancement tools tominimize data entry
Shopping lists (Favorite and Public)
Saved shopping carts
Copy requisitions
Productive User Interface for Self-serviceAudience
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Requester Supplier A Website
Exchange.Oracle.com
TransparentPunchout*
Simplify catalog searching using TransparentPunchoutEliminate guesswork from catalog s earching
User sees all search results, irrespective ofcatalog source, on this familiar page
*Patent Pending
Local Catalogs
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Full visibility into entire Procurement lifecycleSelf-service access frees up buyers time
View approval statusand history
Related POs andassociated status
Real-time tracking ofin-transit shipments
View Receipt historyand associatedexceptions
Invoice and paymentinformation
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Rules-based Online ApprovalsEliminate paper appro vals, impro ve auditabi l i ty
Centralized approvalengine servicesapproval needsacross apps.
Automatic approvalrouting based on
business rules
Approvers canapprove via email orfrom work list
Nominate proxy
approvers when onvacation
Full approval trail withrelevant commentscaptured for auditneeds
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Oracle iProcurement Centralize PurchasingControl, Decentralize Execution
Procurement policy based self-service enablement
Support requests for all goods and services
Productive user interface for self-service audience
Self-service receiving for improved payment accuracy
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Requester initiatedreceipts using self-
service screens Single-click simplicity
Record packing slip,waybill information
Track in-transitshipments and
receive against them Automatic invoicing
based on receipt
System initiated receiptsusing workflow
Automatic notificationon due date
Requesteracknowledges receiptvia response
Automatic receipt
generation based onresponse
Self-service receiving of goods and servicesIncreased payment contro l with 3-way matching
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Record receipt exceptions, reconcile paymentsaccurately using 3-way match
Return to Vendor
Self-service screens to returndefective goods to supplier
Reference RMA code
Real-time updates to on-handquantities
Automatically generate debit memosfor reimbursement
Full receipt history audit trail toresolve discrepancies
Receipt Corrections
Correct data entry errors by issuingcorrections
Factor corrections into receipt audittrail for accurate reporting
Receive
Return Correct
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Summary
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Oracle iProcurement Centralize PurchasingControl, Decentralize Execution
Procurement policy based self-service enablementBuyers manage the spend, no t individual transact ions
Support requests for all goods and services
Single entry point fo r requests, sing le business ru les repos itory
Productive user interface for self-service audienceQuicker customer adopt ion, smoother ro l louts
Self-service receiving for improved payment accuracyIncreased contro l with 3-way match
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OracleSourcing
Information Age Applications
Maximize Savings and Sourcing Bandwidth
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OracleSourcing
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DemandCollection
IndirectGoods
DirectMaterials
Engineered
Goods
Services ApprovalRouting
TouchlessBuying
AutomatedPayment
Enforce Policy Compliance
Budget-BasedProcurement
ContractManagement
SupplierPerformance
Reduce Spend on Goods and Services
CategoryManagement
OnlineSourcing
SpendAnalysis
Streamline Procurement Processes
SupplierCollaboration
Settlement
Orders
ProfileManagement
Supplier
Network
Logistics
SupplierPortal
Oracle Advanced ProcurementThe Integrated Suite that Dramatical ly Cuts A l l Supp ly ManagementCosts
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Oracle Sourcing
Sourc e More of
Your Spend
Source for Lowest
Total Cost
Create Imm ediate and
Long -Term Savings
Structured EventSupport
Cross-FunctionalCollaboration
KnowledgeCapture / Re-use
Total Cost
Analysis
Real Time
Decision Support
EnterpriseIntegration
RapidDeployment
ChangeManagement
AutomatedNegotiations, BidMgmt and Award
Make Savings Stick
IdentifyOpportunities& Suppliers
ConductOn-Line
Negotiations
Analyze& Award
Approve& Issue
DefineStrategies &Negotiations
PurchasingContract
MgmtFinance Marketing OtherOperations
Integration
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Oracle Sourcing Overview
Blanket
Agreements
Requisitions
Spreadsheets(1000 lines+)
Demand CollaborativeSourcing Process
BlanketAgreements
PurchaseOrders
Outcome
Global
Agreements
RFI /
Survey
RFQ
Auction
Suppliers
SignedContract
UpdateCatalog
SourcingTemplates
PurchasingData
Contracts
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Oracle SourcingEnables You To
Source More of Your Spend
Source for Lowest Total Cost
Create Immediate and Long-Term Savings
Exploit More Savings Opportunities
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Exploit More Savings Opportunities
Sourcing Resources
PercentageofSpend
UnderContract
Oracle EnabledSourcing
TraditionalSourcing Approach
Structured Event Creation
On-Line Negotiation Support
Efficient Change Management
System Generated Awards
Automated Bid Comparison
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Structured Sourcing Event CreationGreatly Reduce Preparat ion Time and Manual Effort
ExpiringAgreement
1-ClickRenegotiation
Instantly create new sourcing event from previous agreements
Renewal
Driven
RFx, Auction
RFx, AuctionRequisitionsSourcingTemplate
Request
Driven
Aggregate requests across the enterprise to leverage buying power
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Efficient Online Negotiations: SupplierSlash Cyc le Time by Impro ving Commun ications
Suppliers can reviewall requirements
before bid submission
Suppliers review contract termsearly in the sourcing cycle
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Efficiently Manage ChangeQuickly Create New Round o r Amendment
Create and Publish New Rounds or Amendments Online Full Audit Trail Including Net Change Comparison
If Suppliers Accept, Their Quotes Roll Forward
RFQ 1234
Buyer
RFQ 1234-1New Round orAmendment
Supplier
AcknowledgeChanges
PublishChanges
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Optimized, Policy-Compliant AwardRecommendation
System Generated RecommendationsEliminate Time-Consum ing Manual Analysis
Multiple Sites Dozens of Bid Lines
Company Policy Complex Bids
Maximum of5 Vendors
Minimum 60%to incumbent
supplier
$100k AnnualMaximum
Sourcing Rules Budget Constraints Supply Base Rules
MultipleSuppliers
Model multiple businessconstraints and supplier inputs
Award Optimization Engine
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Facilitated Online Bid ComparisonMake Faster Award Decis ions
Utilize structured bid data- Automatic bid scoring
- Consistent format for side-by-side comparison ofcompeting bids
Provide online analysis forfast, accurate awards
- Multiple chart and graphformats (e.g., scatter plot,bar, pie)
- Flexible award methodsenable selection ofsuppliers, bid lots orspecific line items
- Business and regulatorycompliance policies (e.g.,
multi-sourcingrequirements, minority
View awardsummary forpurchaserecommendation,approval, and
compliance details
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Oracle SourcingEnables You To
Source More of Your Spend
Source for Lowest Total Cost
Create Immediate and Long-Term Savings
Cross Functional Collaboration
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Cross-Functional CollaborationCombine Expert ise for Higher Quali ty at Lower Price
CommodityManager
Best delivery terms
Handling instructions
Define requirements
Implementation planningProjectManager
Suppliers
SourcingManager
Finance /Legal
Constraints Costs estimates
Marketknowledge
Best
paymentterms
Corporatepolicy andprocedure
Latest BOM,
specs anddrawings
Design
Requestor(eg., Mfg,
HR)
ContractManager
Logistics
Domainknowledge
Supplier
performance
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Sourcing Knowledge CaptureDrive Optimal Resu lts by Re-Using Best Pract ices
New Sourcing Event
Bidding Rules
Sourcing Policy Rules
Negotiation Event Style
Scoring Methods
Sourcing Templates
Supplier Lists
Pricing Factors
Knowledge fromPast Sourcing
Events
Leverage Proven Practices
Replicate Buyer Expertise Retain Knowledge across
the Organization
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Example:Template-Based Scoring Criteria
Exclude from
supplier shortlist
Weighted scoring Header Line Attribute group
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Total Cost and Complete Bid AnalysisEvaluate Tangib le and Intang ible Costs
*Bid vs. Transformed Bid
Latin AmericanSupplier
$14 vs. $26*
EuropeanSupplier
$16 vs. $23*North American
Supplier$21 vs. $21*
AsianSupplier
$20 vs. $23*
Example:
Supplier C Bid
$14System Added
Freight $6
Tariff $ 4
Risk $ 2
Transformed Bid =
Capture Total Cost- Tangible (e.g., freight)
- Intangible (e.g., switchingcosts)
- Buyer and Supplier Entered
Evaluate TransformedBids
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View Transformed or Un-Transformed
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Oracle SourcingEnables You To
Source More of Your Spend
Source for Lowest Total Cost
Create Immediate and Long-Term Savings
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C i t t E ti d C li
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Consistent Execution and ComplianceRealize Sus tainable Savin gs via Integration
Sourcing
Purchasing
iSupplierPortal
ProcurementContracts
Transfer negotiated terms and pricing to execution
Drive contract compliance and track deliverables Monitor contract utilization and supplier performance
Enable suppliers to openly compete for business
Seamlessly execute negotiated agreements
Leverage common source of master / reference data
E l O Cli k PO C ti
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Example:One-Click PO CreationCreate Purch asing Documents Direct ly from Award
Awarded
Quotes
Receive
Goods orServices
Create
Agreements/POs
Pay
Supplier
Workflow Enablement
Copy all pricing, contractand deliverable information
Eliminate manual entry and
associated errors
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Example:Real-Time DeliverableMgmtEasi ly Mon i tor Comp l iance Across theEnterpr ise
Ensure supplier compliance and consistent evaluation- Sourcing deliverables-
Contractual deliverables Enable buyers to be proactive
- e.g., Contract milestones or expirations
Review status ofdeliverables
Track notes andcorrespondence
Drill intodetails
Link to sourcedocument
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Business Targets Contract Utilization
Quality PerformanceConsumption Trends
Expose needfor new orrevised
contract
Evaluatesupplier andcontract
performancebefore renewal
Track KPIs
includingrice chan e
Example:Contract IntelligenceEvaluate Compliance and Identi fy Opportunities
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Seamless Data Flows
RFIsRFQsBuyers AuctionsTemplatesAttributesEtc.
ProcurementData
SourcingData
Integrated Flows
Requisition to RFx/Auction CreationRequisition allocation upon awardRemoval of requisition from requisition pool
during negotiationReturn of requisition to requisition pool on
cancellation/partial allocationNegotiation number viewable in iProcurementContract to RFx/Auction creation for renewalsContract created from awardPO created from awardSourcing accessed from single iSupplier PortalSupplier search of the Supplier Master and ASL
RequisitionsPOsContracts
Etc.
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Shared Data
RequisitionsPOsContracts
Etc.
RFIsRFQsBuyers AuctionsTemplatesAttributesEtc.
ProcurementData
SourcingData
Shared Data
Operating UnitsBuyersBuyer Approval
HierarchyUOMShip to AddressesBill to AddressesCurrencyPayment TermsAttachment RepositoryPurchasing Categories
Inventory Items withrevision
Contract Variables System and User-
Defined Supplier Responses
Contract Deliverables Contractual &
NegotiationContract ClausesContract TemplatesSuppliersApproved Supplier List
Supplier ClassificationSupplier Commodities
O l S i
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Cross-functional collaboration,
sourcing knowledge capture / re-use,and total cost analysis
Source forLowest Total Cost
Easy sourcing event creation,
management of on-line negotiationsand bids, with automatic system-generated recommendations
Source Moreof Your Spend
Oracle Sourcing
Rapid deployment capabilities with
modular integration to AdvancedProcurement, and real-time decisionsupport including deliverable mgmt
Create Immediate
and Long-TermSavings
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Information Age Applications