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![Page 1: The information in this document/presentation is the confidential information and trade secret of ATCO I-Tek and may not be disclosed to any person without.](https://reader035.fdocuments.net/reader035/viewer/2022081516/56649dd45503460f94acbf53/html5/thumbnails/1.jpg)
© 2010 ATCO I-Tek Inc. All Rights Reserved
The information in this document/presentation is the confidential information and trade secret of ATCO I-Tek and may not be disclosed to any person without the prior written permission of an authorized representative of ATCO I-Tek.
Commodity Sourcing in Oracle Purchasing
Presented to OAUG
February 25th, 2010
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© 2010 ATCO I-Tek Inc. All Rights Reserved
Commodity Sourcing Overview
This presentation will review:
Benefits of Commodity Sourcing in Oracle
Process Considerations
Set up of Commodity Sourcing
Creation of Requisitions using Commodity Sourcing
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© 2010 ATCO I-Tek Inc. All Rights Reserved
Benefits of Commodity Sourcing
Common and frequently used services can be automatically sourced
Multiple suppliers can be used
same type of service
different rates
Does not require Oracle Inventory
Does not require an Item Master
Process is similar to item sourcing
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Process Considerations
Commodity sourcing for services requires a unique category established for each and every commodity you wish to source
The line description of the Commodity on the purchase requisition must exactly match the line description on the Blanket Purchase Order
Item sourcing take precedence over Commodity sourcing
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Setting Up Commodity Sourcing
First create new categories specifically for commodity service sourcing
Commodity service categories must be unique
Ensure that the commodity category is NOT currently being used by any purchase item
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Setting Up Commodity Sourcing
Create a Blanket Purchase Order for the services/commodities using the new category
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Setting Up Commodity Sourcing
Set up a sourcing rule for the specific commodity
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Setting Up Commodity Sourcing
Assign the sourcing rule to the category
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Setting Up Commodity Sourcing
Set up the Approved Supplier List for the commodity
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Setting Up Commodity Sourcing
From the Approved Supplier List, via the Supplier Attributes button, set up one Supplier Item Attribute line for each unique Blanket Purchase Order
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Setting Up Commodity Sourcing
If more than one category is required on the Purchase Order, you must set up the Approved Supplier List for each category
Additional suppliers can be added to that category on the Approved Supplier List providing a unique Blanket Purchase Order is set up for each supplier
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Commodity Sourcing - iProcurement
In Oracle iProcurement select the Advanced Search option
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Commodity Sourcing - iProcurement
Search for the Supplier Name and select Go
Can search on category, but must also search on one of the top 3 fields
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Commodity Sourcing - iProcurement
A list of the relevant Blanket Purchase Order lines is displayed
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Commodity Sourcing - iProcurement
Confirm the Contract Number Field on the iProcurement screen – the Contract Number represents the Purchase Order number
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Commodity Sourcing - iProcurement
Select all required lines you wish to request
Complete and submit the requisition for approval
Run the Oracle ‘Create Releases’ concurrent request
Run the ‘Workflow Background Process’ request
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Commodity Sourcing - iProcurement
Depending on the Release Method selected on the Approved Supplier list, one of the following will occur:
Requisition is waiting in Autocreate to be processed onto a Purchase Order, or
Purchase Order is Incomplete waiting for submission to be approved, or
Requisition should now be sourced and available on a Purchase Order release
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Commodity Sourcing - Core Purchasing
In Oracle, navigate to Requisitions > Requisitions screen to create a Requisition
Select Purchase Requisition for the Type
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Commodity Sourcing - Core Purchasing
Place the cursor anywhere on the first line of the requisition
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Commodity Sourcing - Core Purchasing
Select the Catalog button
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Commodity Sourcing - Core Purchasing
On the ‘Search Supplier Item Catalog’ form there are various ways to find the commodity you wish to source
Select the Clear button to refresh the search options – this clears out any defaulted entries
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Commodity Sourcing - Core Purchasing
Enter one or more of the following on the Search Supplier Item Catalog form: In the Commodity field, enter the category
to be sourced
Enter the supplier name in the Supplier Field
Upon completion, select the Find button
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Commodity Sourcing - Core Purchasing
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Commodity Sourcing - Core Purchasing
Select the ‘Negotiated Sources’ tab
TIP: The Profile option: ‘PO: Default Supplier Item Catalog Option’ controls which tab opens by default. The lines displayed are the sourced blanket line items for that supplier
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Commodity Sourcing - Core Purchasing
Select a line and select the Add button. This puts a line entry on the bottom half of the screen – repeat as required until all desired lines are added to the requisition
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Commodity Sourcing - Core Purchasing
When all required lines have been added, choose the Select button to return to the requisition screen
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Commodity Sourcing - Core Purchasing
Once back on the Requisition creation screen, continue to create the requisition
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Commodity Sourcing - Core Purchasing
Complete and approve the requisition as per normal business process
Run the Oracle ‘Create Releases’ concurrent request
Run the ‘Workflow Background Process’ request
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Commodity Sourcing - Core Purchasing
Depending on the Release Method selected on the Approved Supplier list, one of the following will occur:
Requisition is waiting in Autocreate to be processed onto a Purchase Order, or
Purchase Order is Incomplete waiting for submission to be approved, or
Requisition should now be sourced and available on a Purchase Order release
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Trouble shooting
There are some common reasons why commodity sourcing is unsuccessful: End Effective Date on the Blanket Purchase Order
is expired
Start Effective date on the Approved Supplier List is future dated
Line description does not EXACTLY match the line description on the corresponding Blanket Purchase Order
Create Releases or Workflow Background Process did not run or did not complete successfully
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Commodity Sourcing
Questions?
Dawn-Marie Lotz
ATCO I-Tek Oracle Functional Analsyt
(780)420-3406