TABLE OF CONTENTS DOCUMENT HISTORY

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2 TABLE OF CONTENTS DOCUMENT HISTORY 5 UPDATE 17D 5 Revision History 5 Overview 5 Optional Uptake of New Features (Opt In) 5 Update Tasks 6 Feature Summary 7 Purchasing 8 Send Purchasing Document Attachments as Separate Files 8 Bypass Purchase Order Approval Option 8 Self Service Procurement 10 Restart Approvals After Preparer and Requester Update 10 Use Requisition Flexfield Parameters to Configure Descriptive Flexfield Value Sets 11 Reassign Multiple Requisitions 11 Supplier Model 12 Allow Taxpayer ID Sharing Across Suppliers 12 Sourcing 14 Receive Supplier Acknowledgment Notifications 14 Manage Sourcing Attachments Download 15 Communicate Negotiation Amendments to Suppliers 16 Create Sourcing Program Reports 16 Supplier Qualification Management 17 New Notifications to Improve Qualification Processes 17 Remove Requirement for Supplier Contact on Qualification Questionnaires 18 UPDATE 17C 19 Revision History 19 Overview 19 Optional Uptake of New Features (Opt In) 19 Update Tasks 20 Release Feature Summary 20 Oracle Procurement Cloud 21 Purchasing 21 Override First Approver for Purchase Orders 21 Acknowledgment Controls Defaulting for Purchase Orders 22 Update Purchase Order Agreements Using File-Based Data Import 23 Descriptive Flexfield Inheritance Between Requisitions and Purchase Orders 24 Enhanced Messages for Account Generation Failures 25 Remove Budgetary Control-Related Restrictions When a Purchase Order is Not Holding Funds 25 Report Using the Procure to Pay Subject Area 26 Exchange Attachments Using Collaboration Messaging Framework 27 Self Service Procurement 28 Assign All Lines on a Requisition to the Same Buyer 28 Retain Last Assigned Buyer for Returned Lines 28 Use a Purchase Agreement Across Supplier Sites 29 Sourcing 31 Ensure Supplier Communication in Preferred Language 31 Track and Audit Supplier Actions 31 2

3 Consolidate Negotiation Lines on Purchase Order 32 Supplier Qualification Management 33 Share Qualifications and Assessments with Suppliers 33 Improved Management of Automation Errors 34 UPDATE 17B 35 Revision History 35 Overview 36 Optional Uptake of New Features (Opt In) 36 Update Tasks 36 Release Feature Summary 37 Source to Settle 38 Cross-Product Procurement Enhancements 39 Analytic-Driven Infolets on the Home Page and Work Area Landing Page 39 Select and Access Favorites 41 Purchasing 42 Purchase Orders Work Area Landing Page 42 Agreements Work Area Landing Page 43 Manage Supplier Acknowledgments 44 Enable Electronic Signature of Procurement Documents 47 Reporting 50 Budgetary Control - Grants Funding Sources 51 Budgetary Control - Funds Reservation 51 Period-End Processing 54 Keyword Search 55 Outside Processing 57 Outbound Integration Events 58 Provide Details for Human Workflow Issues that Cause PO Rejection 59 Self Service Procurement 60 Shopping Experience 60 Mobile Requisition Application 61 Internal Material Transfer 63 Budgetary Control 64 Multiple-Grant Support 66 Outside Processing 67 Punchout Setup Diagnostic Tools 68 Supplier Model 69 Full Supplier Profile Change Management 69 Inbound Supplier Web Service 71 Supplier Portal Work Area Landing Page 71 Search Suppliers 72 Communicate New Supplier Documents 74 Import Supplier Profile Attachments 76 Support Batch Processing in Supplier Import 78 Create Suppliers from Existing Party Using Supplier Import 79 Sourcing 80 Team Scoring 80 Sourcing Programs 82 Negotiation Abstracts 84 Supplier Response Tabulation 86 Award Notice 87 Negotiations Work Area Landing Page 87 Question Library Scoring 89 3

4 Remove Managers from the Collaboration Team 90 Price Visibility Control 90 Supplier Lock Out 91 Outside Processing 92 Supplier Qualification Management 93 Qualification and Assessment Scoring 93 Automatic Evaluation 94 Automatic Acceptance of Responses 94 Event-Based Initiative and Qualification Creation 95 Cancellation of Future-Dated Qualifications and Assessments 95 Supplier Qualification Work Area Landing Page 96 Additional Notifications 97 Appendix A: Function Security Roles and Privileges 97 4

5 DOCUMENT HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Update Version Notes 20 OCT 2017 Update 17D Delivered new features in update 17D. 10 OCT 2017 Update 17C Revised update 17C. 11 DEC 2017 Update 17B Revised update 17B. UPDATE 17D REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature 20 OCT 2017 Notes Created initial document. OVERVIEW This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. OPTIONAL UPTAKE OF NEW FEATURES (OPT IN) We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by opting in to the feature when you re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area. 5

6 To opt in using the New Features work area: Click the Navigator, and then click New Features (under the My Enterprise heading). On the New Features page, select the offering that includes new features you d like to review. Click Opt In for any feature that you want to opt in to. On the Edit Features page, select the Enable option for the feature, and then click Done. To opt in using the Setup and Maintenance work area: Click the Navigator, and then click Setup and Maintenance. On the Setup page, select your offering, and then click Change Feature Opt In. On the Opt In page, click the Edit Features icon. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 5. Click Done. UPDATE TASKS This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don t forget to check back and get the latest information before your update starts. 6

7 FEATURE SUMMARY Action Required to Enable Feature Feature None (Automatically Available) Enable via Opt In UI Plus Enable via Additional Opt In UI Only Steps Not Enabled via Opt In UI but Setup Required Issue Service Request Purchasing Send Purchasing Document Attachments as Separate Files Bypass Purchase Order Approval Option Self Service Procurement Restart Approvals After Preparer and Requester Update Use Requisition Flexfield Parameters to Configure Descriptive Flexfield Value Sets Reassign Multiple Requisitions Supplier Model Allow Taxpayer ID Sharing Across Suppliers Sourcing Receive Supplier Acknowledgment Notifications Manage Sourcing Attachments Download Communicate Negotiation Amendments to Suppliers Create Sourcing Program Reports Supplier Qualification Management New Notifications to Improve Qualification Processes Remove Requirement for Supplier Contact on Qualification Questionnaires 7

8 PURCHASING SEND PURCHASING DOCUMENT ATTACHMENTS AS SEPARATE FILES Some supplier systems either remove or reject delivery of messages that include compressed attachments from outbound purchase order s. You can now send purchasing document attachments as separate files in the message, instead of as a single compressed file. This helps ensure suppliers have access to all required information. You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. BYPASS PURCHASE ORDER APPROVAL OPTION Requisitions that leverage negotiated sources are often set up for automatic generation of purchase orders upon requisition approval. Additional approvals are not typically required for such orders and hence approval rules are configured to automatically approve these requisitions. When you have a high volume of such requisitions being interfaced from external systems, it causes significant strain on system resources to process the generated orders for approval, which in turn may result in delays and timeouts. With this feature, you now have an option to bypass redundant and resource intensive approval processing of purchase orders that are generated automatically to fulfill requisitions for negotiated goods and services and thus further accelerate the touchless buying process. Furthermore, it simplifies approval rule management by reducing the need for auto-approval rules. The following diagram illustrates this feature. Process Flow for Bypassing Approvals 8

9 1. In the Navigator, select Setup and Maintenance. 2. Select the Procurement offering. 3. From the Procurement Foundation functional area, select the Configure Procurement Business Function task. 4. For the applicable procurement business unit, select the option: Bypass approvals for automatically submitted orders. Option to Bypass Approval for Automatically Submitted Orders TIPS AND CONSIDERATIONS Emergency requisition lines and requisition lines charged to procurement cards can also be automatically processed into Purchase Orders. However, if such lines are not marked as Negotiated, they will still be subject to approvals processing. Also, the ability to bypass approvals does not apply to purchase orders generated from sourcing awards even if they are automatically submitted for approval. KEY RESOURCES Review the Bypass Purchase Order Approval Option Release Training for more details on how to use the feature. 9

10 SELF SERVICE PROCUREMENT RESTART APPROVALS AFTER PREPARER AND REQUESTER UPDATE When requisitions are reassigned to a new owner, approvals might have to be restarted from the beginning of the approval routing, based on the new owner. Restarting approvals manually is time-consuming, and there is a risk that requisitions could be incorrectly approved. You can now opt to automatically restart approvals at the time the Update action for the requisition is taken. The following screen captures illustrate this feature: Option to Restart Approvals From the Update Preparer and Requester Dialog Box NOTE: This feature was also made available in a quarterly update of Release 12. No steps are required to enable this feature. TIPS AND CONSIDERATIONS Selecting the Restart Approval option will update only those requisitions that are currently in Pending Approval status. 10

11 USE REQUISITION FLEXFIELD PARAMETERS TO CONFIGURE DESCRIPTIVE FLEXFIELD VALUE SETS Values exposed using descriptive flexfields during requisition creation should be appropriate to the current user, based on attributes in the requisition. If incorrect values are selected in the shopping flow, problems with requisition execution can result, such as erroneous accounting, an incorrect supplier, delivery delays, or purchase of the wrong item. Procurement administrators can define parameters to limit the display of descriptive flexfield value sets based on attributes in a requisition, such as the attributes for requisitioning business unit and source agreement. This ensures that Self Service Procurement users can see and select only valid descriptive flexfield values within the context of a requisition. The following requisition attributes are enabled as descriptive flexfield parameters that can be used to define value set initial values and validations for the descriptive flexfield segments: Requisitioning BU ID Source Agreement ID Requester ID Category ID Supplier ID Urgent Line Type ID NOTE: This feature was also made available in a quarterly update of Release 12. No steps are required to enable these attributes. They are automatically available as flexfield parameters. KEY RESOURCES Review the Oracle Fusion Applications Extensibility Guide for Business Analysts for more details on using flexfields for custom attributes. Also review the Oracle Whitepaper entitled Configuring Descriptive Flexfield Segments With Requisition Parameters. REASSIGN MULTIPLE REQUISITIONS Managing the requisition process can include the reassignment of requisitions from one user to another for situations such as a temporary absence. Reassigning a large number of requisitions individually can be a very cumbersome and time-consuming process. With this enhancement to the existing Reassign requisitions capability in the Manage Requisitions page of Oracle Self Service Procurement, users can now select multiple requisitions to assign to a temporary delegated owner. In a single, efficient operation, a user can select all the requisitions to be reassigned, greatly reducing the time to perform these operations. 11

12 The following screen captures illustrate this feature: Ability to Reassign Multiple Requisitions Simultaneously From the Manage Requisitions Page NOTE: This feature was also made available in a quarterly update of Release 12. No steps are required to enable this feature. SUPPLIER MODEL ALLOW TAXPAYER ID SHARING ACROSS SUPPLIERS Under certain circumstances, multiple suppliers with different names must share the same taxpayer ID. Without this capability, payment and reporting capabilities are limited and require error-prone, costly manual processing. This feature enables suppliers that are configured as part of a parent-child hierarchy to share the same taxpayer ID. Every supplier record within that hierarchy can share the same taxpayer ID. This enables reporting and payments for each of those suppliers based on the shared taxpayer ID, eliminating the manual processes. 12

13 The following screen captures illustrate the feature. Confirmation Required to Share Taxpayer ID Advanced Search with Taxpayer ID Results in All Suppliers Sharing the Taxpayer ID You must opt in to and enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document. 13

14 TIPS AND CONSIDERATIONS Sharing taxpayer IDs across suppliers has a potential impact on reporting and payments. To avoid compromising data integrity, ensure that a proper parent-child hierarchy is established before sharing the taxpayer ID. When creating or registering suppliers, duplicate taxpayer IDs cannot be entered. Create or register the new supplier first and then edit it to establish the parent-child relationship with an existing supplier that shares the taxpayer ID. After establishing the relationship, the same taxpayer ID can be saved for the new supplier. When creating or updating suppliers in Supplier Import and Supplier Inbound Web Service, the same taxpayer ID for an existing supplier can be used as long as a parent-child relationship is established between the suppliers. To find all the suppliers that share a particular taxpayer ID, use the Advanced Search on the Manage Suppliers page. KEY RESOURCES Review the Supplier Model Release Training for more details on how to use the feature. SOURCING RECEIVE SUPPLIER ACKNOWLEDGMENT NOTIFICATIONS Busy Category Managers can find it cumbersome to frequently check suppliers acknowledgment of the negotiation invitation. Negotiation owners will now receive an notification when invited suppliers state their intention to participate in the negotiation. You can stop these notifications to Category Managers at any time by deselecting the Negotiation participation acknowledged check box in the Manage Sourcing Notifications page. 14

15 Supplier Acknowledgment Notification To enable this feature, the Procurement Application Administrator must perform the following steps: In the Setup and Maintenance work area, select the Procurement offering. Search for the Manage Sourcing Notifications task. Click the task link. Select the Negotiation participation acknowledged checkbox. This notification can be enabled for all three negotiation types. 5. Click Save. MANAGE SOURCING ATTACHMENTS DOWNLOAD Suppliers and Category Managers must efficiently manage a large number of documents during the negotiation process. Use the Negotiation attachments and Response attachments pages to select attachments to download. You can also download all attachments shown on a page with one action. You can search for an attachment by name, and refine searches using filters. To help manage large numbers of attachments, you can export a list of all attachments to a spreadsheet. Attachments are downloaded into a zip file and organized into a directory structure to facilitate drill down to a specific attachment by supplier, response, or level. 15

16 Download Response Attachments as a Category Manager No steps are required to enable this feature. TIPS AND CONSIDERATIONS Attachment download time may vary with the attachment size and network speed. COMMUNICATE NEGOTIATION AMENDMENTS TO SUPPLIERS Effective supplier communication is critical to achieving negotiation success.when a negotiation is amended, category managers can now notify suppliers with an notification that includes the updated negotiation PDF as an attachment. Supplier contacts and additional recipients will receive the notification with a PDF attachment, where they can review the negotiation details and take the appropriate next action. NOTE: This feature was also made available in a quarterly update of Release 12. No steps are required to enable this feature. CREATE SOURCING PROGRAM REPORTS Gain insight into your sourcing programs by creating custom reports using Oracle Transaction Business Intelligence. Sourcing programs enable you to set measurable negotiation savings and spend goals and proactively determine whether they are being met. Use the Sourcing Program Real Time subject area in Oracle Transaction Business Intelligence (OTBI) to create sourcing program reports that support informed decision-making. 16

17 Custom Report Created Using Sourcing Programs Real Time Subject Area in Oracle Transactional Business Intelligence Application No steps are required to enable this feature. KEY RESOURCES You can review the Sourcing Programs Release Training for more details on how to use the feature. SUPPLIER QUALIFICATION MANAGEMENT NEW NOTIFICATIONS TO IMPROVE QUALIFICATION PROCESSES Notify the responder directly when a previously submitted response requires re-submission. If the qualification manager sends a questionnaire back to a responder for further action, the internal responder and the supplier contact may be unaware that they need to revise and resubmit their questionnaire. The response resubmission notification alerts them to this situation. In addition, you can send a reminder to a supplier or internal contact that they have a questionnaire awaiting a response. Prior to this enhancement, you could send a reminder notification only for overdue questionnaires for a specific initiative. You can now proactively remind responders that you are waiting for a response before it is overdue. The notification's content indicates whether the response is past due according to the questionnaire's due date. 17

18 New Notification: Response to Questionnaire Requires Resubmission No steps are required to enable this feature. KEY RESOURCES Review the New Notifications to Improve Qualification Processes Training for more details on how to use the feature. REMOVE REQUIREMENT FOR SUPPLIER CONTACT ON QUALIFICATION QUESTIONNAIRES Create an initiative and launch a questionnaire without specifying a contact for the supplier. If the qualification process does not require direct participation from suppliers, such as in the case of an entirely internal performance evaluation, you save time by avoiding unneeded portal access setup for supplier contacts. No steps are required to enable this feature. 18

19 KEY RESOURCES Review the Remove Requirement for Supplier Contact on Qualification Questionnaires Training for more details on how to use the feature. UPDATE 17C REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature Notes 10 OCT 2017 Exchange Attachments Using Collaboration Messaging Framework Updated document. Added feature delivered in update 17C. 11 AUG 2017 Created initial document. OVERVIEW This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. SECURITY & NEW FEATURES If your system has modified security structures, you may need to advise your security administrator of new features you would like to take advantage of. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com. OPTIONAL UPTAKE OF NEW FEATURES (OPT IN) We continue to add many new features to Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The New Features UI is available to you from your cloud homepage, where you can make your choices and do any configuration necessary. 19

20 UPDATE TASKS This section gives you information to help you plan, deploy, and validate your update. We make frequent additions to this document, so don t forget to check back and get the latest information before your update starts. RELEASE FEATURE SUMMARY Action Required to Enable Feature Feature Automatically Available End User Administrator Action Action Required Required Oracle Service Request Required Oracle Procurement Cloud Purchasing Override First Approver for Purchase Orders Acknowledgment Controls Defaulting for Purchase Orders Update Purchase Order Agreements Using FileBased Data Import Descriptive Flexfield Inheritance Between Requisitions and Purchase Orders Enhanced Messages for Account Generation Failures Remove Budgetary Control-Related Restrictions When a Purchase Order is Not Holding Funds Report Using the Procure to Pay Subject Area Exchange Attachments Using Collaboration Messaging Framework Self Service Procurement Assign All Lines on a Requisition to the Same Buyer Retain Last Assigned Buyer for Returned Lines Use a Purchase Agreement Across Supplier Sites Sourcing Ensure Supplier Communication in Preferred Language Track and Audit Supplier Actions 20

21 Consolidate Negotiation Lines on Purchase Order Supplier Qualification Management Share Qualifications and Assessments with Suppliers Improved Management of Automation Errors ORACLE PROCUREMENT CLOUD Oracle Procurement Cloud provides a complete source-to-settle solution to help you: Increase influence over spend and procurement practices Deliver measurable value through enabling cloud technologies Improve efficiency through more effective collaboration Simplify, standardize, and automate the source-to-settle process Oracle Procurement Cloud supports both transactional procure-to-pay flows from requisitions through purchase orders, receipts, and invoices, as well as strategic areas around sourcing, contracting, and advanced supplier management. This update provides a number of new enhancements that help you gain more value from your procurement processes. PURCHASING OVERRIDE FIRST APPROVER FOR PURCHASE ORDERS Currently, requesters can be given the option to specify the overriding approver used to start requisition approval routing. You can now use the original overriding approver from the originating requisition on purchase orders and related change orders to determine the approval routing of the resulting purchase order and related change orders. This ensures that the approvers of the originating requisition are able to approve any changes introduced later in the procurement process and maintain compliance with approval policies. This capability provides additional approval flexibility, maintains the integrity of the approval process (change orders have the same functionality as the original requisition), and ensures consistent business controls throughout the purchasing process. The following screen capture illustrates a sample approval rule that routes requester-initiated change orders to the requisition's overriding approver. 21

22 Sample Approval Rule to Route Requester-Initiated Change Orders to the Requisition s Overriding Approver NOTE: This feature was also made available in a quarterly update of Release 12. No steps are required to enable this feature. ACKNOWLEDGMENT CONTROLS DEFAULTING FOR PURCHASE ORDERS In many cases, suppliers must formally acknowledge the receipt of a purchase order and accept its terms and conditions before the fulfillment cycle can begin. Issuing these orders without explicitly specifying the acknowledgment requirements can expose the buying organization to considerable risk. You can now leverage the supplier site configuration to automatically default the appropriate acknowledgment terms and controls on your purchase orders. This applies to all methods of purchase order creation including web service, file based data import, automated order generation from requisitions as well as direct entry. Through automatic defaulting of appropriate acknowledgment controls on purchase orders, Oracle Purchasing Cloud eliminates the need to rely on accurate manual entry, minimizing your risk exposure. 22

23 The following screen captures illustrate this feature. Define Acknowledgment Controls at the Supplier Site level Acknowledgement Controls Defaulted on New Purchase Order No steps are required to enable this feature. UPDATE PURCHASE ORDER AGREEMENTS USING FILE-BASED DATA IMPORT Oracle Purchasing Cloud has extended the number of agreement attributes available for update through filebased data import. When using file-based data import to update agreement information from a third-party system, a broad set of agreement attributes are needed to enable a complete, automated integration. Without these, many of the updates would have to be managed manually, a time-consuming and error-prone process. Additional attributes available for update through file-based data import include: Agreement Amount and Amount Limit Start Date and End Date Buyer Description Payment Terms Note to Supplier Controls (Automatically Generate Orders and Automatically Submit for Approval) All Descriptive Flexfields NOTE: This feature was also made available in a quarterly update of Release 12. No steps are required to enable this feature. 23

24 DESCRIPTIVE FLEXFIELD INHERITANCE BETWEEN REQUISITIONS AND PURCHASE ORDERS Descriptive flexfields offer a powerful and flexible way to capture specific information on a requisition that may be unique to your business needs. You now have the option to copy descriptive flexfield attributes from the requisition header to the purchase order header, and from a requisition line to the purchase order line, in addition to the preexisting requisition distribution to purchase order distribution option. In the Setup and Maintenance work area, on the Manage Administrator Profile Values page, set the Requisition Header Descriptive Flexfields Copied to Purchase Order Headers and the Requisition Line Descriptive Flexfields Copied to Purchase Order Lines profile options to Yes. Profile Options to Enable Descriptive Flexfield Inheritance From Requisitions to Purchase Orders TIPS AND CONSIDERATIONS If you enable this feature, it will disable grouping of requisition headers and lines. KEY RESOURCES Review the Descriptive Flexfield Inheritance Between Requisitions and Purchase Orders Release Training for more details on how to use the feature. 24

25 ENHANCED MESSAGES FOR ACCOUNT GENERATION FAILURES Lapses in accounting rule configuration using Transaction Account Builder can sometimes lead to unexpected errors when submitting the transactions for approval. When Oracle Purchasing Cloud cannot derive accounts for a transaction, the application will now display detailed messages about the underlying error, so you can work with your administrator to resolve the issues without additional technical research. The following screen capture illustrates this feature. Enhanced Account Generation Failure Message Example No steps are required to enable this feature. REMOVE BUDGETARY CONTROL-RELATED RESTRICTIONS WHEN A PURCHASE ORDER IS NOT HOLDING FUNDS Organizations using budgetary control for a portion of their spend often want additional flexibility in actions they can take on non-budgetary-controlled purchases. You can now split a line or update the line from the catalog for requisitions that are not holding funds, even if budgetary control is enabled for the requisitioning BU. If you have purchase orders that are not holding funds, you now have the option to cancel the purchase order without having to cancel the associated requisition lines. With the availability of these additional actions, you can now process requisitions more efficiently. As a requester, you will no longer have to submit new requisitions for requirements that were previously approved but not fulfilled. No steps are required to enable this feature. 25

26 REPORT USING THE PROCURE TO PAY SUBJECT AREA Report on spend for purchase orders and their associated requisitions, invoices, receipts, and accounts using a new Procure to Pay Real Time subject area in Oracle Transactional Business Intelligence. The following screen captures illustrate this feature. New Procurement Subject Area - Procure To Pay Real Time 26

27 Sample Report - Procure To Pay No steps are required to enable this feature. KEY RESOURCES Review the Report Using Procure To Pay Subject Area Release Training for more details on how to use the feature. EXCHANGE ATTACHMENTS USING COLLABORATION MESSAGING FRAMEWORK Business-to-business communications and configuration have already been greatly simplified using Oracle Fusion Collaboration Messaging Framework. You now have the option to deliver, to your suppliers or trading partner networks, "To supplier" purchase order attachments that are embedded within the message body of an OAG 10.1 purchase order outbound message. This broadens the capabilities of business-to-business communications while ensuring that suppliers have the information they need to process your orders. NOTE: This feature was also made available in a quarterly update of Release In the Navigator, click Setup and Maintenance. Select the Procurement offering. In the Procurement offering, locate the task named Manage Administrator Profile Values. Search for the following profile option: Include Attachments in Electronic Communication. Set the value of this profile option to Yes. KEY RESOURCES For more details, review the following white paper on My Oracle Support: Oracle Fusion Purchasing: Overview of Electronic Communication in Purchasing (note ). 27

28 SELF SERVICE PROCUREMENT ASSIGN ALL LINES ON A REQUISITION TO THE SAME BUYER You can now assign all lines on a requisition to the same buyer. A new site-level profile option (Use Same Buyer for all Lines in a Requisition) is available in this release. If the value of the profile option is Yes, then when a requisition is submitted, the buyer assigned to the first requisition line will be used as the buyer on all lines in the requisition. The default value of the profile option is No. In the Setup and Maintenance work area, set the profile option named Use Same Buyer for All Lines in a Requisition (POR_ASSIGN_REQ_SAME_BUYER) to Yes to enable this feature. Manage Administrator Profile Values Page TIPS AND CONSIDERATIONS If a buyer cannot be derived for the first line of a requisition, then no buyer will be assigned to other lines of the requisition. A procurement agent who has access to other agents documents will be able to process all such lines on the Process Requisitions page If user enters a buyer on any line of the requisition other than the first line, then the user-entered value will be overwritten with the buyer from the first line of the requisition. RETAIN LAST ASSIGNED BUYER FOR RETURNED LINES You can now retain the last assigned buyer on returned requisition lines. A new site-level profile option (Retain Last Assigned Buyer on Requisition Line) is available in this release. If the value of the profile option is Yes and a requester resubmits a returned line, the line will be reassigned to the buyer who returned that line. The default value of the profile option is No. In the Setup and Maintenance work area, set the profile option named Retain Last Assigned Buyer on Requisition Line (POR_RETAIN_LAST_ASSIGNED_BUYER) to Yes to enable this feature. 28

29 Manage Administrator Profile Values Page TIPS AND CONSIDERATIONS When the profile option is set to Yes, buyer assignment rules are not invoked for the returned lines If the requisition being submitted contains any other active lines (such as lines in Rejected, Withdrawn, or Incomplete status) along with the returned line, buyer assignment rules are invoked for those lines. USE A PURCHASE AGREEMENT ACROSS SUPPLIER SITES You can now create agreements that allow ordering from any site. Self Service Procurement users can choose any valid supplier site in the requisitioning Business Unit when ordering items using smart forms or through the Enter Requisition Line page if they select a purchase agreement that allows ordering from any site. Select the Allow ordering from unassigned sites option on the purchasing agreement s Controls tab to enable this feature for requisitions that are sourced to a particular agreement. 29

30 Controls Tab on a Purchase Agreement TIPS AND CONSIDERATIONS When the agreement allows ordering from any site, all supplier sites that are enabled in the user s preferred requisitioning business unit will be available when the user creates a requisition. However, if the Agreement order locally option is selected, then when the user creates a requisition, the only purchasing supplier sites available to select are those that are assigned to the requisitioning business unit that is specified on the user s requisition preferences. 30

31 SOURCING ENSURE SUPPLIER COMMUNICATION IN PREFERRED LANGUAGE As markets become more globalized, many organizations are challenged to communicate business requirements effectively to suppliers. In a Sourcing process, it is important to ensure that suppliers receive clear, understandable communications. Currently, supplier notifications are sent based on the supplier contact's preferred language. Suppliers may have sites in different geographies with varied language preferences. With this feature, the supplier contacts of these different sites will receive negotiation PDFs and s in their preferred language. Suppliers will receive communication in a way that best suits their understanding. No steps are required to enable this feature. TIPS AND CONSIDERATIONS Supplier site language is specified on the address associated with the supplier site. The negotiation PDF will be generated in this language and send to supplier contacts in the negotiation invitation . TRACK AND AUDIT SUPPLIER ACTIONS Audit trails can play an important part in an organization s overall risk management strategy, demonstrating to customers, business partners and regulators that an organization has made a thorough effort to protect against and prevent potential problems. For a Sourcing business process, tracking supplier activities provides a historical account of their actions for audit purposes and also provides details that can assist during a negotiation. A Category Manager can now go to a single place to track activities by supplier and take necessary actions. Providing a detailed and user friendly way to track supplier activities will provide Category Managers insight into supplier progress and audit trails of supplier actions for compliance purposes. In this release the Monitor Supplier Activities feature is enhanced to capture an activity log. It is a historical account of suppliers activities during a negotiation cycle. When supplier takes various actions, such as accept or decline a negotiation invitation, accept terms and conditions or create a response, the log shows what action was taken by the contact, and when. Category Managers can export the activity log into an excel report. 31

32 Monitor Supplier Activities with an Activity Log No steps are required to enable this feature. CONSOLIDATE NEGOTIATION LINES ON PURCHASE ORDER Category Managers often create negotiations from requisitions to consolidate demand or negotiate for better pricing. They may need to add additional negotiation lines or increase quantities on the line items in the negotiation, in accordance with their business needs. Category Managers can now leverage discounted pricing based on increased quantities of items, or additional items purchased from the supplier by providing suppliers with a single, consolidated purchase order based on the award decisions. The supplier can also keep track of the negotiated results on a single, consolidated purchase order. Category Managers can now take advantage of better pricing and communicate effectively when buying additional items from the supplier. 32

33 Negotiation Lines From Requisitions and Lines Added Directly in the Negotiation Consolidate in a Single Purchase Order NOTE: This feature was also made available in a quarterly update of Release 12. No steps are required to enable this feature. TIPS AND CONSIDERATIONS Separate purchase orders will be created for the awarded negotiation lines in some scenarios: Lines from different requisitioning BUs, and lines awarded to different supplier responses, will continue to be added on separate purchase orders. Lines from different Sold-to legal entities will also result in separate purchase orders, unless your organization allows this grouping in the Configure Requisitioning Business Function setup page. If the requisition lines have different taxation country or document fiscal classification, then separate purchase orders are created from the fulfilling negotiation lines. SUPPLIER QUALIFICATION MANAGEMENT SHARE QUALIFICATIONS AND ASSESSMENTS WITH SUPPLIERS To increase performance and qualification levels and to help maintain the most current supplier information, you can share qualification results with suppliers. This optional feature allows you to control the level of information you share. You may choose to disclose only summary outcome information or you may share individual question response details as well. You can share internal responses (responses that did not originate from the supplier) or only question responses that originated with the supplier. Supplier visibility controls have been added to the qualification model and qualification area setup UI. The page layouts are optimized to make it easy to tell which controls are related. 33

34 View Qualifications as Supplier No steps are required to enable this feature. KEY RESOURCES Review the Sharing Qualifications and Assessments with Suppliers Training for more details on how to use the feature. IMPROVED MANAGEMENT OF AUTOMATION ERRORS As the supplier qualification process becomes increasingly automated through continued enhancements, you must track and manage an increasing number of errors and exceptions that occur during processing. This enhancement provides a new landing page infolet that highlights the number of recently occurring automation errors. When an automated transaction fails to process as expected, such as during the automatic assignment of qualifications to suppliers at the conclusion of supplier registration, the error is registered for your attention. From the infolet, you can drill down into the new Manage Automation Errors page and take corrective action. You can view the list of errors and see detailed information. You can then correct configuration errors, or process the transactions manually as needed. These tools will help you identify and address configuration issues and reduce the need to contact support, shortening the time to resolution. 34

35 Automation Errors Infolet on Supplier Qualification Landing Page No steps are required to enable this feature. KEY RESOURCES Review the Automation Error Management Training for more details on how to use the feature. 35

36 UPDATE 17B REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature Notes 11 DEC 2017 Outbound Integration Events Updated document. Removed key resource. 21 APR 2017 Created initial document. OVERVIEW This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. SECURITY & NEW FEATURES If your system has modified security structures, you may need to advise your security administrator of new features you would like to take advantage of. Appendix A provides details about the security attributes needed to employ the new features after you have decided to implement them. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com OPTIONAL UPTAKE OF NEW FEATURES (OPT IN) We continue to add many new features to Oracle Cloud Applications and we now give you the option to take advantage of new functionality at a pace that suits you. The New Features UI is available to you from your cloud homepage, where you can make your choices and do any configuration necessary. UPDATE TASKS This section gives you information to help you plan, deploy, and validate your update to this release. We make frequent additions to this document, so don t forget to check back and get the latest information before your update starts. CUSTOM BUSINESS INTELLIGENCE CONTENT ADDED TO THE PURCHASING OVERVIEW PAGE If you added custom business intelligence content to the Purchasing Overview page in previous releases, and you want to make that content available to your users in this release, you must follow these steps: 1. Grant your users the following entitlement: View Custom Infolets. 2. Use the page customization feature to create an infolet, and add the custom business intelligence content to the Custom Infolet Analyses on the home page. 36

37 RELEASE FEATURE SUMMARY Action Required to Enable Feature Feature Automatically Available End User Administrator Action Action Required Required Oracle Service Request Required Source to Settle Cross-Product Procurement Enhancements Analytic-Driven Infolets on the Home Page and Work Area Landing Page Select and Access Favorites Purchasing Purchase Orders Work Area Landing Page Agreements Work Area Landing Page Manage Supplier Acknowledgments Enable Electronic Signature of Procurement Documents Reporting Budgetary Control - Grants Funding Sources Budgetary Control - Funds Reservation Period-End Processing Keyword Search Outside Processing Outbound Integration Events Provide Details for Human Workflow Issues that Cause PO Rejection Self Service Procurement Shopping Experience Mobile Requisition Application Internal Material Transfer Budgetary Control Multiple-Grant Support Outside Processing Punchout Setup Diagnostic Tools Supplier Model 37

38 Full Supplier Profile Change Management Inbound Supplier Web Service Supplier Portal Work Area Landing Page Search Suppliers Communicate New Supplier Documents Import Supplier Profile Attachments Support Batch Processing in Supplier Import Create Suppliers from Existing Party Using Supplier Import Sourcing Team Scoring Sourcing Programs Negotiation Abstracts Supplier Response Tabulation Award Notice Negotiations Work Area Landing Page Question Library Scoring Remove Managers from the Collaboration Team Price Visibility Control Supplier Lock Out Outside Processing Supplier Qualification Management Qualification and Assessment Scoring Automatic Evaluation Automatic Acceptance of Responses Event-Based Initiative and Qualification Creation Cancellation of Future-Dated Qualifications and Assessments Supplier Qualification Work Area Landing Page Additional Notifications Appendix A: Function Security Roles and Privileges SOURCE TO SETTLE Oracle Procurement Cloud provides a complete source-to-settle solution to help you: Increase influence over spend and procurement practices Deliver measurable value through enabling cloud technologies Improve efficiency through more effective collaboration Simplify, standardize, and automate the source-to-settle process 38

39 Oracle Procurement Cloud supports both transactional procure-to-pay flows from requisitions through purchase orders, receipts, and invoices as well as strategic areas around sourcing, contracting, and advanced supplier management. This release provides enhancements in user experience and navigation, more flexibility with additional services, and a large set of new product features enabling you to gain more value from your procurement processes. CROSS-PRODUCT PROCUREMENT ENHANCEMENTS A successful source-to-settle business process relies on your ability to aggregate, analyze, and act upon key insights that drive timely and reliable business decisions. You need highly visual, analytically driven, and timely information at the forefront of the applications you use every day. Release 13 introduces a revamped home experience page, work area landing pages, and Favorites capability that provide visual, insightful, and actionable information for your entire source-to-settle business process. ANALYTIC-DRIVEN INFOLETS ON THE HOME PAGE AND WORK AREA LANDING PAGE The new home experience and application work area pages provide modern user interface components called infolets. An infolet is a self-contained, interactive container that helps you quickly visualize high-level information, review relevant details, and proceed to action. Because infolets are role-based, you see only what is relevant to your specific role. Progressive disclosure of details is available to you by expanding or inverting the infolet as needed. You can also rearrange the layout of your infolets or hide the ones that you do not need. Infolets are available to you at two levels: Home experience infolet page: This page exists at the same level as your springboard page (where you access your application icons). You can click the page controls (indicated by dots at the top-center of the home page) to access a set of logically grouped infolets aggregated from multiple application work areas. If you have all the relevant roles, you are able to view infolets on the home experience infolet page that aggregate critical information for your entire source-to-settle business process. Source to Settle Infolets Home Page Infolet-based landing pages: An infolet-based work area landing page contains infolets specific to a single product work area. You can access a work area page by clicking an icon button on the 39

40 springboard, an icon button in the springboard strip, a work area name in the Navigator, or an infolet on a home experience infolet page. The redesigned work area landing pages present information quickly and clearly to draw your attention to actionable content, which is key to your productivity. Infolet-based work area landing pages have easy-to-read analytic tiles that users can rearrange and configure to meet personalized needs. The tiles also provide additional metrics and improved usability. This design allows all users to monitor the part of the operation that best meets their own role or interest. You can configure which infolets you want to display on the home experience infolet page from the following list: Requisition Lines. View the counts of unprocessed requisitions by the number of days they are not processed. Open Orders. View the count of open orders that are assigned to the buyer. This information can assist you with allocating work across your department. Overdue Schedules. View the total number of overdue schedules. The expanded view shows the breakdown by supplier. Open Receipts. View the total number of expected receiving lines that are open. The expanded view shows the aging of these lines according to the expected receipt date. You can navigate from here to manage incoming shipments. Invoices on Hold. Keep track of held invoices. You can see counts of invoices on hold and drill down to the Invoice work area to take action, if needed. Payments. View the total amount of upcoming payments due to suppliers within one week. Supply Base. Monitor the percentage distribution of your suppliers across several dimensions, including supplier type, business relationship, and business classification. Agreements. Monitor how many agreements are over-released or under-released according to consumption exceptions you set on each agreement. Inactive Agreements. View agreements that have had no activity for the prior six months. Sourcing Programs. View the top five sourcing programs across your procurement business units and drill down to program details. Keep track of your sourcing activity across your procurement business units with a count of negotiations by status and expand to see ongoing negotiations by category manager. Deliverables Overdue. View the count of overdue deliverables from your sourcing negotiations and purchasing agreements. You can drill down to the respective work areas to take action. Negotiated Savings and Award. Monitor total awards by year and month as well as your sourcing performance in achieving negotiated savings. Qualified Suppliers. Track progress as you qualify your supply base. This infolet provides the percentage of suppliers that have been through the qualification process for the top five qualification areas. You can expand this infolet to show the results for the top ten qualification areas. No steps are required to enable this feature. TIPS AND CONSIDERATIONS Category Managers and Procurement Managers will be able to see this page. However, to see a specific infolet like Receipts, Invoices, or Payments, they must have the necessary function security privileges to access this information. After upgrade, the Recent Activity infolet on the Purchase Orders and Purchase Agreements work area landing pages displays no data. This infolet reports on procurement events that occur after the upgrade. 40