iprocurement features and functions
TRANSCRIPT
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iProcurementFeatures & Functions
The Department of Procurement & Contracts
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Objectives
Review the Internet Procurement (IP) application.
Look at the components of IP– Home Page, Requisition Creation, Requisition
Research, Approvals, Receiving, & Profile setting.
Take a quick glance at Item Catalogs
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What is iProcurement?
iProcurement provides a web based method for requestors to create requisitions, research the status of requisitions, and receive (PODUP) delivered orders into the system.
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Benefits of iProcurement
IP brings together all of the aspects of creating, manipulating, and researching requisitions into a single user friendly system.
The screens are clearly labeled, laid out, and easy to understand.
Screens guide the requestor through the entire process from start to finish.
Checkout options are easy to understand and the design keeps you out of trouble.
Real Time information.
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Benefits of iProcurement
Receiving and making corrections to receipts has never been easier.
IP is web based for ease of access and resembles many internet shopping sites.
Navigating through the IP system is done by clicking buttons and links as opposed to opening and closing forms.
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The Home Page
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Parts of the Home Page
Page Tabs and Buttons
Links
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Parts of the Home Page
Greeting and General Information
Purchasing News
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Parts of the Home Page
To Do List– See requisitions pending your approval– Reassign this responsibility when you’re gone
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Parts of the Home Page
Requisitions at a Glance
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Parts of the Home Page
Categories and Lists for browsing.
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The Home Page
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My Profile
Accessed with the My Profile tabAllows us to enter default information to
be applied to requisitions created
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It’s time to Shop
Access the shopping page from the home page.
– Shopping Tab
– Shopping Link
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Shopping Page
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Shopping
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The Results Page
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Selecting Items
Items can be selected one or several at a time by clicking the check box to the left of the desired items.
Checked items can be unchecked if necessary by clicking them again.
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Acting on Selected Items
Once items are selected, you can:– Compare them, if two or more items are selected– Add them to your favorites list– Add them to your cart
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The Results Page - Compare
Selecting multiple items and clicking the Compare button will display the items for side-by-side comparison.
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Add to Favorites
Select the items to be added and then click the Add to Favorites button.
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Add to Favorites
The items will be here for future use
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Add to Cart
Select and click the Add to Cart button.
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The Shopping Cart
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The Shopping Cart
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Checking Out
When you have everything in your cart that you want, proceed to checkout.
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Delivery Information
Need by date Who it’s going to Where it’s going
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Enter Billing Information
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Review Charge Accounts
Charge Accounts are built by the account generator Charge Accounts can be manually changed
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Final Review of Charge Accounts
Multiple distributions are indicated by a “Multiple” link in the Charge Account field.
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Enter Notes & Attachments
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Review Approver List
Multiple factors can be used to determine if further approval is needed for the requisition. If not, you can choose to continue or add additional approvers.
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Review List & Enter Justifications
Add approvers as desired
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Review and Submit
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Confirmation Page
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Requisition Status
Find information about a requisition from either the “Requisitions at a Glance” region or by clicking the “Check Requisition Statue” button on the Home Page.
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Requisition Status
From the Requisitions at a Glance
– Click link under Status– Click link under Requisition
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Action Buttons
Copy to Cart– This creates a new shopping cart using the
selected requisition as a template. Use this to create a duplicate requisition.
Cancel– This will cancel the requisition. This only
works on a requisition that has no part of it placed on a purchase order.
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Action Buttons
Withdraw– This will withdraw an approved requisition as
long as no part of it has been placed on a purchase order.
Resubmit– Use this to make modifications and resubmit a
Returned or Rejected requisition.
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Receiving
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Receiving
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Receiving
Add your quantitiesClick the Receive button
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Receiving
Add info about the receipt– Either for the entire receipt– Or for each line separately
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Receiving
Click Submit when done and your receipt is made.
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Catalogs & Lists
The purchasing department can maintain Public Lists of their choosing.
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Catalogs & Lists
Requestors see what you want them to see.
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Conclusion
Oracle’s self service iProcurement application is designed to make it easier for a requestor to create requisitions.
There is a very informative home page that acts as the starting point for the requestor’s processes.
Both shopping and receiving have been made easier for the requestor.
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Conclusion
Core users typically find it easier to understand and to use since the IP application takes you step-by-step through each process with simple steps.
Instructions are often given on each page.
People new to Oracle will find it easy to understand and seasoned core users will find it easy to transition to.
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Questions?
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Thank You