R12 Oracle Sourcing Setup
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:Introduction This Document intended to illustrate Step By Step Setup Steps for R12 Oracle Sourcing.
Table of Content:1- About Oracle Sourcing. 2- EBS Application Implementation and Integration for Oracle Sourcing. 3- Implementing Oracle Sourcing.
About Oracle Sourcing
P2Pin Oracle R12 the P2P Cycle covers the entire process of product or service procurement to the final payment
Requisitions Negotiations & Awards Purchase Orders
Catalog Content Management
AnalysisSupplier Management Supplier Performance Payment
P2P Phases:The different phases of P2P life cycle involves: - Souring. Create and Manage Negotiations ( RFx, Auctions). Supplier Management. Contract Negotiations and Awards. Catalog Content Management. - Ordering. Requisition and Purchase Order generation. Purchase order management and fulfillments. Payment. - Reporting. - Analysis.
About SourcingOracle Sourcing Offers Flexible negotiations capabilities for both buyers and sellers, enabling them to efficiently obtain the best price for goods and services. Prices are established based on actual supply and demand at the time negotiation is transacted. The following are the available Negotiation types (Document Types) in oracle sourcing: RFI: Request for Information used to qualify supplier and their goods or services. RFQ: enables Buyers to collect quotes for complex and hard defined goods or services. Auctions: enables buyers to solicit Bids for goods and services that are clearly defined. With oracle sourcing organizations can: 1- Source more for there spends. 2- Source for lowest total cost. 3- Create immediate and long-term saving.
EBS Application Implementation and Integration for Oracle Sourcing.
The following setup steps are the steps needed to be implemented in other Oracle E-business Suite Applications. These steps are required for Oracle Sourcing to run. Required Setup Steps: Setup system administrator. Setup accounting flexfields. Setup Calendar, currencies, and set of book. Define human resource key flexfields. Define locations. Define organizations and organizations relationship. convert to Multi- Org. Define Inventory Key flexfields. Define UOM. Define categories. Setup personnel. Open inventory and purchasing accounting periods. Define purchasing options. Define buyers. Define financial options. Define receiving options.
Optional Setup Steps: Setup Oracle workflow. Define Fright Carriers. Define Payment Terms. Define Lookups Codes.
Implementing Oracle SourcingSetup Profile Options: ProfilePO: Allow Autocreation of Oracle Sourcing Documents
PO: Display the Auto created Document PON: Enable Sourcing Award Approval PON: Supplier Transaction History Time Period
PON: Automatically Default Catalog Attributes PON:External Application Framework Agent
Yes Yes Number indecaic ts period of day in AllURL will be used for the links in notifications sent to suppliers. Yes URL used to construct the link to supplier registration page as well as the external abstract page
POA: DBI Implementation POS: External URL
Self-Service Accessibility Features Sourcing Default Responsibility for External User Sourcing Supplier
Assigning Sourcing Responsibility: Create Employee Navigation Path: HRMS ( R) Pepole Enter and maintain.
When creating user profile make sure that each user profile contains the first name, last name and e-mail address. Creating Application User and Assign responsibility Navigation Path: System Administrator (R) Security User Define.
Defining Buyer Security ( Optional)to enable buyers security: 1- run the replicate seeded data program.
As soon as the program has been run, Oracle sourcing will use the security levels of public as the default for all sourcing documents. To change the security levels perform the following steps: Navigation Path: 1- Purchasing ( R) Setup Purchasing Document Type 2- Select the appropriate operating unit and click GO.
3- Click update for the document type used by Oracle Sourcing (Sourcing Buyer Auction, Sourcing RFQ, Sourcing RFI)
4- Select the new security level (Public, Private, or Hierarchy) from the security Level drop down menu.
5- Click Apply to add the new security Level.
Set Up Attribute Groups and Requirement SectionsNavigation Path: Application Developer ( R) Applications Looks Application Object Library. Steps: 1- Query PON%GROUPS. This will returns the two Looks: PON_HEADER_ATTRIBUTE_GROUPS PON_LINE_ATTRIBUTE_GROUPS.
Set Up Negotiations ConfigurationSetting the default ranking display
1- Navigate to Sourcing Super User ( R) Negotiation Home page Administration Tab Negation Setup Section Negotiation Configuration URL
To choose a ranking indicator
Select the rank form the Rank Indicators which is displayed to negotiation creators and respondents throughout the negotiation process To allow creator to override the rank values check the allow box.Specifying visibility in blind auctions and RFQs:
Participants in blind auctions/RFQs are typically restricted from viewing Information on other participant's responses. However, you can allow them to see the response rankings by selecting the appropriate checkbox. This will existing and affect future blind auctions and RFQs.
Identifying allowable cost factor types:
Cost factors identify additional costs that should be included when calculating total cost for a line. Select the appropriate value from the Cost Factors menu.
Specifying default price break types:
Buyers have three choices when creating their negotiation: None - no price breaks are defined. Required - suppliers must respond to the price breaks and cannot modify them. Optional - supplier must respond to the price breaks but can also modify the buyer's price break values.
Select the type form the Price Breaks section.Allowing award approval to be required:
You can choose to have award decisions approved before a purchase order can be generated
Defining header scoring defaults:
You can define defaults for header Requirement scores. You can choose to allow buyers to weight scores when evaluating supplier responses, and you can define a default maximum score value
On the Negotiations Configuration page, Header Scoring Defaults Section selects the appropriate check boxes and enters appropriate values.
Defining the default line attribute group
Attributes defined to a negotiation line or attribute list must be assigned to an attribute group. Attribute groups allow control over how attributes are displayed since you can specify the sequence of the attributes within the group On the Negotiations Configuration page, select a group from the list of predefined groups.
Defining the default UOM for amount-based line types:
Amount- based lines typically are not negotiated by unit. Instead, they normally refer to services such as training or consulting. As such, there is no unit of measure associated with them.
In the Unit of Measure for Amount Based Line Items section, select the value from the menu to be used as the default. The entries available from this menu can be defined in Oracle Purchasing.
Enforcing response levels in multi-round negotiations
When taking a negotiation to a subsequent round of responding, you can choose to force the suppliers to respond in the new round with a price that is lower than the price they offered in the prior round. To require suppliers to respond in a new round of a negotiation with a lower price, select the checkbox.
Listing URLs for supplier discovery:
You can define a list of URLs that carry information about suppliers' external web sites. Buyers can use these links to access and browse the supplier web sites from the Add Supplier page during negotiation creation
1-Scroll to the Supplier Discovery section of the Negotiations Configuration page. 2- Enter the Provider Name (this is the name used within the system. It does not have to be the supplier's official name) and the URL to the provider's site. 3-To allow your buyers to view and use
the link, click Enabled. You can control access to different sites by selecting and deselecting the Enabled flag.Specifying the supplier online window values:
The Live Console feature allows buyers to monitor negotiations in real time. 1- On the Negotiations Configuration page, scroll to the Supplier Online Window section. 2-Enter a number for the Supplier Online Window value. This is the number of minutes that can elapse since a supplier's last action before that supplier is considered to be no longer active. Also enter the number of seconds that should elapse before the page is refreshed during the last hour of the negotiation
Specify concurrent processing values:
Large negotiations can sometimes have hundreds or thousands of lines. Processing such negotiations can be time consuming and resource intensive. To set the processing and error message thresholds, enter values in the appropriate fields.
Subscribe to NotificationsThe Notification Subscription home page consists of two sections: Bury Notification Section. Supplier Notification Section
To select appropriate notifications: 1. From the Negotiations Home page, click the Administration tab. 2. On the Administration page, click "Notification Subscription." 3. On the Notification Subscription page, select which notifications apply to which negotiation types.
Define Negotiation Terms and ConditionsNegotiation terms and conditions are presented to supplier users before they respond to a negotiation for the first time To define negotiation t