Oracle Procurement Cloud: Source to Settle

Transcription

1 Oracle Procurement Cloud: Source to Settle (includes Purchasing, Sourcing, Contracts, Supplier Management) Release 11 Release Content Document December 2015 Revised: May 2017

2 TABLE OF CONTENTS REVISION HISTORY... 4 CROSS-PRODUCT PROCUREMENT ENHANCEMENTS... 5 Alta Skin Uptake for Superior User Experience... 5 Supplier Access to Oracle Social Network Conversations... 5 PURCHASING... 6 Manage Your Grants... 6 Include Custom Content in the Resource Catalog... 6 Use Simplified Setup... 6 Create PDF for Purchase Orders... 6 Use Purchasing Category Hierarchy to Simplify Setup... 7 Indicate Buyer-Managed Transportation... 7 Use Simplified Approval for s... 7 Use Collaboration Messaging Framework... 7 Support Contract Manufacturing... 8 Use the Configure-to-Order Process... 8 Drop Ship From Supplier to Customer... 8 Use Back-to-Back Orders in Your Supply Chain... 9 Touchless Self-Service Procurement Without Pre-Negotiated Agreements... 9 Customize Your Default Template to Communicate Purchase Orders... 9 Suppress Communication of Purchase Orders... 9 Reassign Purchasing Documents... 9 Enhanced Approval Routing... 9 Update Agreement Headers Using File-Based Data Import Exchange Attachments Using Collaboration Messaging Framework SELF SERVICE PROCUREMENT Manage Your Grants Override First Approver Approve with Simplified Notification Leverage the Procurement Category Hierarchy Integrate with Purchase Request Web Service Process Requisitions in a Currency Different from the Purchase Agreement Currency Use a Purchase Agreement Across Supplier Sites Assign all Lines on a Requisition to the Same Buyer Retain Last Assigned Buyer for Returned Lines SUPPLIER MODEL Maintain Supplier Approval History Update Supplier Sites Perform Supplier Reporting Use Supplier Import Purge Automatically Assign Supplier User Roles During Supplier Registration Search for Products and Services Categories SOURCING Manage Sourcing Projects Propose Alternate Lines Provide Alternate Responses Utilize Richer Negotiation Requirement Types Leverage the Question Library for Requirements Manage Requirements Spreadsheet

3 Collect Responses with Requirements Questionnaire Gather Supplier Profile Information in Requirements Leverage the Response Repository Search and Report Across Requirements Modify Supplier Notifications Export Award Negotiation Information Import Purchasing Document Numbers Benefit From Simplified Sourcing Setup Indicate Buyer-Managed Transportation Use a Procurement Category Hierarchy SUPPLIER QUALIFICATION Gather Qualification Information During Supplier Registration Improve Collaboration with Oracle Social Network Report with Oracle Transactional Business Intelligence (OTBI) Use Qualification Information for Researching Suppliers Create the Questionnaire PDF Integrate with Supplier Model Integrate with Sourcing

4 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date What s Changed Notes 01 MAY 2017 Self-Service Procurement: Process Requisitions in a Currency Different from the Purchase Agreement Currency, Use a Purchase Agreement Across Supplier Sites, Assign all Lines on a Requisition to the Same Buyer, Retain Last Assigned Buyer for Returned Lines 01 MAY 2017 Purchasing: Customize the Default Template to Communicate Purchase Orders, Suppress Communication of Purchase Orders, Reassign Purchasing Documents, Enhanced Approval Routing, Update Agreement Headers Using File-Based Data Import, Exchange Attachments Using Collaboration Messaging Framework 01 MAY 2017 Removed Purchasing feature: Select the Sender for Purchasing Document Communication Added new features delivered in Update 16 (April). Added new features delivered in Update 16 (April). Feature is now considered a fixed issue rather than a new feature. Included in patch bundle readme doc. Added new feature delivered in Update 16 (April). Added new feature delivered in Update 16 (April). Added new feature delivered in 03 APR 2017 Supplier Model: Automatically Assign Supplier User Roles During Supplier Registration 03 APR 2017 Supplier Model: Search for Products and Services Categories 26 SEP 2016 Purchasing: Select the Sender for Purchasing Document Communication Update 9 (September). 09 MAR 2016 Purchasing: Touchless Self-Service Added new feature delivered in Procurement without Pre-Negotiated Update 3 (March). Agreements 15 DEC 2015 Initial Document Creation 4

5 CROSS-PRODUCT PROCUREMENT ENHANCEMENTS ALTA SKIN UPTAKE FOR SUPERIOR USER EXPERIENCE In Release 11, Oracle Procurement Cloud includes a refreshed user experience that uses the new Oracle Alta skin user interface standards, including: Fully redesigned user interface components and interactions Fresh visual designs that use a modern layout User interfaces that support responsive design techniques The Alta skin includes the following important features: Fewer elements and cleaner designs Fewer nested borders and lines Multi-device support that includes a flowing page layout New icon system that supports a clean page design Support for mobile devices, including larger touch targets and flexible page widths SUPPLIER ACCESS TO ORACLE SOCIAL NETWORK CONVERSATIONS You can now invite suppliers to join Oracle Social Network conversations with procurement users to improve collaboration and increase productivity. 5

6 PURCHASING With Oracle Fusion Purchasing, you can verify the accuracy of supplier agreements that ensure pricing, terms and conditions, and policies with suppliers. Purchasing also enables you to manage purchase orders with suppliers to ensure goods and services are delivered on time. MANAGE YOUR GRANTS To support managing grants in the procurement process, Purchasing includes new grant attributes that can be referenced in an approval, encumbrance accounting, or purchase order import: Use new grant attributes to set up approval routing. Use these attributes in approval tasks and in the user interfaces that you use to set up approval. Use new Transaction Account Builder (TAB) sources that include grant attributes so that you can identify and build account segments on procurement transactions. Use grant attributes including project burden distributions in encumbrance accounting. Use grant attributes in order import through an open interface table, cloud file import, or web service to create purchase orders. INCLUDE CUSTOM CONTENT IN THE RESOURCE CATALOG Customize reports and BI Publisher (BIP) analytics to improve reporting and productivity so that they are available as content in the resource catalog. Administrators can add these custom analytics to the Purchasing Overview page. USE SIMPLIFIED SETUP Use a simplified setup of the Procurement offering that reduces the number of required tasks, incorporates the Financials Rapid implementation spreadsheet for enterprise structures, and automates creating and configuring business units and inventory organizations. Use a new Purchasing option in the Procurement offering to simplify sourcing and supplier qualification only implementations. This option allows you to filter the implementation tasks for an implementation that includes Oracle Fusion Sourcing or Oracle Fusion Supplier Qualification, but to not include the tasks that a full Purchasing implementation requires. CREATE PDF FOR PURCHASE ORDERS Customize the BI Publisher data model so that it includes the attributes required to create a PDF for a purchase order. 6

7 USE PURCHASING CATEGORY HIERARCHY TO SIMPLIFY SETUP Use a purchasing category hierarchy to simplify setups for accounting and approvals. You can define rules at any level of the hierarchy instead of for every value of the purchasing category. To improve BI Publisher reporting, you can use the purchasing category hierarchy as a reporting dimension and allow drilling down into the hierarchy. INDICATE BUYER-MANAGED TRANSPORTATION A buying company can now indicate their intent to manage transportation, including specifying shipping methods and arrangements to pick up goods from a supplier facility. Managing transportation allows the buying organization to use their fleet more efficiently and to leverage volume so that they improve their negotiating position for freight rates. The requisition line and schedule line on the purchase order now include the requested ship date to improve planning integration and drop shipments for outsourced manufacturing. This configuration allows your organization to communicate the desired ship date to a supplier, and allows the supplier to promise or suggest a new ship date through a change order flow. This functionality changes how you measure supplier performance for delivery. It allows the buyer to manage transportation for orders, and evaluate supplier performance against the ready-for-pickup ship date instead of the delivery date. The Negotiation line and the Negotiation Response line now include the requested ship date or promised ship date so that the buying company can negotiate ship dates with suppliers. USE SIMPLIFIED APPROVAL FOR S Use notifications that are easier to use in a mobile environment so that you can improve approver reply time. USE COLLABORATION MESSAGING FRAMEWORK Use a standardized interface for cloud products so that you can integrate with inbound and outbound messaging and use these integration points as industry standard Open Applications Group Integration Specification (OAGIS) messages. The framework can publish and receive these messages to or from business-to-business service providers, or can use web services to connect directly with trading partners. The messaging framework now supports OAGIS and OAGIS

8 SUPPORT CONTRACT MANUFACTURING Automate and orchestrate the full contract manufacturing process in a make-to-order environment. Run a touchless process for contract manufacturing that spans your raw material supplier, contract manufacturer, customer, and enterprise: Automatically create and fulfill supply. Automatically create purchase requisitions and orders that instruct the contract manufacturer to ship goods directly to the customer or back to the warehouse. Perform change management. To keep the buyer and supplier up to date, automatically update the purchase order so that it reflects customer order changes, and update the customer regarding delays or changes that the contract manufacturer sends. USE THE CONFIGURE-TO-ORDER PROCESS Use the new configure-to-order (CTO) process to efficiently fulfill configured orders. Use this streamlined, end-to-end process to simplify configured product fulfillment and to get complete visibility to every step. Use an intelligent design that reduces item proliferation and data replication, and that improves on-time order fulfillment: Use multiple fulfillment options. Get comprehensive support for configure-to-order fulfillment through procured drop-ship and procured back-to-back ship. Use the same process that a typical procured product uses to eliminate special procedures for configured products. Price configured products. Get pricing at the model level or at the option level using supplier agreement. Get visibility. Monitor the full configure-to-order process, from supply creation through procurement. Allow the user to visually monitor progress and manage the exceptions that might jeopardize timely order fulfillment. DROP SHIP FROM SUPPLIER TO CUSTOMER Effectively manage the physical and financial aspects of your drop shipments that travel from supplier to customer, helping you reduce costs, improve order fulfillment cycle time, and improve working capital: Plan and promise drop shipments. Promise and source a customer order directly to your supplier. Automate purchase orders. Automatically create a purchase order that instructs your supplier to ship directly to your customer. Give your buyer and the supplier visibility to important customer order information. Automatically manage change orders. Keep the buyer and supplier up to date. Automatically update the purchase order so that it reflects customer order changes. Automatically update the sales order so that it includes purchase order changes. 8

9 USE BACK-TO-BACK ORDERS IN YOUR SUPPLY CHAIN Allow your company to buy directly to fulfill a customer order, helping you to reduce inventory while providing a wide variety of products to your customers: Automatically supply orders. Automatically create a purchase order that is reserved to the sales order line. Provide visibility to the sales order and customer information on the reserved supply. Automatically manage change orders. Keep the buyer and supplier up to date. Automatically update the purchase order so that it reflects customer order changes. Automatically update the sales order so that it includes purchase order changes. TOUCHLESS SELF-SERVICE PROCUREMENT WITHOUT PRE-NEGOTIATED AGREEMENTS Simplify how you configure automated order creation from requisitions by eliminating the need for prenegotiated agreements. CUSTOMIZE YOUR DEFAULT TEMPLATE TO COMMUNICATE PURCHASE ORDERS Customize outgoing s for your purchasing documents. You can define the content of the subject line and body text by document type (purchase order or agreement) to better identify s and required actions. SUPPRESS COMMUNICATION OF PURCHASE ORDERS When you import purchase orders and agreements from your external applications, you can use a new option to suppress supplier communication. On the Import Orders and Import Agreements processes, set the value of the runtime parameters named Communicate Orders and Communicate Agreements to No to suppress communication. REASSIGN PURCHASING DOCUMENTS The Reassign Purchasing Documents process has been enhanced to allow procurement administrators to reassign documents based on the requisition business unit and the supplier identified on a purchasing document. This allows more granular reassignment of purchasing documents between buyers. ENHANCED APPROVAL ROUTING When procuring goods or services for projects, you can now route purchase orders for approvals to project managers, or to their reporting or position hierarchy. Enforce different approval policies for different organizations or departments of your company by using the supervisor s name or username to identify the organization. To allow this, the name and username 9

10 of the top 10 supervisors on the requester s supervisory hierarchy chain are now available as approval attributes. A Level 1 supervisor is the top-most level on the supervisory hierarchy. UPDATE AGREEMENT HEADERS USING FILE-BASED DATA IMPORT Manage your supplier agreements in bulk by using an import template to update the agreement amount, amount limit, start date, and end date. Using the import template provides you with a quick and easy way to update multiple agreements upon renegotiation with your suppliers. EXCHANGE ATTACHMENTS USING COLLABORATION MESSAGING FRAMEWORK Business-to-business communications and configuration have already been greatly simplified using Oracle Fusion Collaborative 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. 10

11 SELF SERVICE PROCUREMENT Oracle Fusion Self Service Procurement streamlines the purchase requisition process and enforces procurement policy to help control spending. It validates requisitions, submits them for approval, and then processes them into purchase orders in Oracle Fusion Purchasing. MANAGE YOUR GRANTS To learn how Self Service Procurement manages your grants, see the Manage Your Grants topic in the Purchasing section of this document. OVERRIDE FIRST APPROVER To change the routing in a requisition approval, a new option allows the requester to specify an overriding first approver. Use this overriding approver as the first approver instead of the first approver that the system creates. Validations prevent a requester from bypassing approval policies. The overriding first approver can create approval rules and for-your-information rules. APPROVE WITH SIMPLIFIED NOTIFICATION View notifications for approval in in a mobile environment. Use an at-a-glance format in the list of s in the inbox to get important information about the approval request, such as who is requesting, what they are requesting, and how much they are requesting. Drill down to get more details. After viewing, approve the request directly in the . LEVERAGE THE PROCUREMENT CATEGORY HIERARCHY Use the procurement category hierarchy in approval rules, business intelligence reporting, and accounting rules: Use a category to set up a requisition approval rule. Use a category roll-up instead of listing each item category in a rule condition. Use a category in Oracle Transactional Business Intelligence as an attribute that you can use to create a report. Set up a report according to a category roll-up instead of creating and maintaining it at the item category level. Use predefined categories as sources in Transaction Account Builder (TAB) to set up account creation rules. INTEGRATE WITH PURCHASE REQUEST WEB SERVICE Use the Purchase Request web service to allow an external application to send requests to procurement so that it can create or control requisitions. This web service supports create, populate, submit, change, and hold operations. 11

12 PROCESS REQUISITIONS IN A CURRENCY DIFFERENT FROM THE PURCHASE AGREEMENT CURRENCY Organizations may have agreements with suppliers that span the many currencies in which a supplier provides goods and services. You can now leverage a single contract purchase agreement in one currency for a supplier and supplier site, and allow users to create requisitions in a currency different from the purchase agreement currency. This increases flexibility of agreements without requiring you to create a new agreement for each currency. USE A PURCHASE AGREEMENT ACROSS SUPPLIER SITES Organizations may have agreements with suppliers that span the many locations in which a supplier provides goods and services. You can now leverage a single contract purchase agreement for a supplier and supplier site and allow smart forms to be defined against that agreement for any supplier site. You can also control whether users can select any other supplier site when they create a requisition against that smart form. The same option is available with blanket purchase agreements, for users who need to select any supplier site when they create requisitions using the Enter Requisition Line page. This increases flexibility in your use of supplier sites without requiring you to create multiple agreements. 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. 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. 12

13 SUPPLIER MODEL Use Oracle Fusion Supplier Model to manage your supplier data and support the critical business processes, such as procure to pay, that leverage suppliers. Maintain external profile information, including addresses, contacts, and tax information. Maintain internal business controls for governing transaction processing according to the supplier relationship. MAINTAIN SUPPLIER APPROVAL HISTORY Maintain the history of completed approvals for supplier registration requests and spend authorization promotion. View important approval actions, such as approval or rejection, and important approval information about the actions, such as users who performed the approval actions, date that they performed them, and comments that users entered. The information will be captured and stored in procurement tables so that you can permanently access the approval history. UPDATE SUPPLIER SITES You can perform a mass update of supplier site information through supplier site import to update most information that exists in supplier sites. Inactivate or reactivate supplier sites and add supplier site assignments. Use the new Update action in the supplier site import template to mass update supplier sites. PERFORM SUPPLIER REPORTING Use reporting tools to create custom reports about your supply base. Use a comprehensive list of attributes on the supplier profile when you do your reporting. For example, use attributes from suppliers, supplier addresses, supplier sites, supplier site assignments, and supplier contacts: Use supplier metrics. Use reports that include metrics that measure the size of the supply base, group suppliers according to common characteristics, and analyze factual aggregate statistics. Report supplier registrations. Use reports to view and analyze supplier registration patterns that are established over time, and to drive decisions that improve the supplier registration process. Get the approval history for supplier spend authorizations. Use the approvals history for spend authorizations with existing supplier profile attributes. Get insight to existing approval practices and allow decision makers to identify and address problems in the approval process. Manage supplier import data. Use Oracle Transactional Business Intelligence reports to streamline the process of populating import templates. New OTBI reports that resemble the templates and use the correct import attribute data for completing the import template provide an efficient means to prepare data for mass supplier import or update. 13

14 USE SUPPLIER IMPORT PURGE Remove data from the interface tables that supplier import uses to prevent bad data from loading into the supplier master, and to remove rejected import records. Easy-to-use options enable you to specify the interface tables and the import records to process. AUTOMATICALLY ASSIGN SUPPLIER USER ROLES DURING SUPPLIER REGISTRATION User accounts are required for representatives from suppliers who access customer information though Oracle Fusion Supplier Portal. These user accounts must be assigned roles that determine what types of customer information users can access in Supplier Portal. Adding roles manually when a new user account is requested is inefficient, and results in unnecessarily long supplier self-service registration cycles and higher costs for customers to support suppliers. Supplier Portal automates this process with predefined roles that are automatically assigned when a new user account is requested. This streamlines the creation of suppliers and supplier users. The result is happier suppliers, lower support costs for customers, and higher-quality supplier data. SEARCH FOR PRODUCTS AND SERVICES CATEGORIES A critical function in creating or managing a supplier profile is identifying and recording the categories of products and services that a supplier provides. If a customer has a very detailed product category structure, browsing through the category structure to identify and select the appropriate categories can be time-consuming and difficult, if not impossible. This leads to frustration and poor data quality. Supplier Model simplifies this process by allowing you to search for products and services categories. Using search saves time, reduces errors, and improves the quality of information contained in the supplier profile. 14

15 SOURCING Oracle Fusion Sourcing delivers the structure, tools, and information that you require to maximize the value of supplier negotiations. Improve your negotiation position, drive strategic savings initiatives, and achieve bottom-line results. MANAGE SOURCING PROJECTS Managing sourcing initiatives can include multiple stages and many stakeholders, so it is often necessary to use project management skills and tools to coordinate and run sourcing initiatives that include manage and schedule tasks. You can use Sourcing to seamlessly integrate with Oracle Fusion Project Management. You can manage strategic sourcing initiatives through a project plan, where you schedule sourcing tasks and associate them with the plan. The system can automatically update project tasks according to negotiation events, and you can easily assign project resources to the negotiation collaboration team. PROPOSE ALTERNATE LINES If you choose to allow it, a supplier can propose an alternative product or service that is similar to the being sourced, but where the alternative line provides a unique supply advantage. A category manager can analyze and compare supplier alternates and negotiation lines immediately adjacent to one another, and make an informed decision that awards an alternate line if it meets business needs and reduces cost. PROVIDE ALTERNATE RESPONSES A supplier can offer unique alternative proposals that leverage their strengths and potentially drive down costs for the buying organization. A supplier can submit multiple, alternative responses to a negotiation for evaluation. In an alternate response, the supplier contact can provide a completely separate set of responses for header level information, requirements, lines, and line details. A category manager can analyze and consider these responses for award. The supplier contact can mark responses as primary or alternate, and use this mark for internal reference or for further communication with the category manager regarding their bid preference. UTILIZE RICHER NEGOTIATION REQUIREMENT TYPES The new negotiation requirement types allow you to build a questionnaire that gathers richer and more relevant information. Use conditional requirements to build a questionnaire that automatically adjusts according to the reply to a previous requirement. Include multiple choice requirements and allow the supplier to provide more comments where needed. Share supporting information through negotiation requirement attachments, and control whether the supplier is required to submit attachments with their replies. 15

16 LEVERAGE THE QUESTION LIBRARY FOR REQUIREMENTS Category managers can leverage the question library that s shared with Oracle Fusion Supplier Qualification, and can use these predefined questions as negotiation requirements. Questions are version-controlled and support similar attributes as requirements. You can also map questions to supplier profile attributes, such as minority-owned business classification, supplier type, or freight terms. If you map the questions to supplier profile attributes, the requirement responses from suppliers will be updated in the supplier profile after going through the proper approvals MANAGE REQUIREMENTS SPREADSHEET Category managers can use a new, user-friendly spreadsheet to create the entire requirement structure offline. This spreadsheet supports the same actions that you can use online, such as adding sections, requirements, questions, acceptable values, and creating conditional requirements. Validations in the spreadsheet minimize errors during data entry. Color-coded fields identify required and optional attributes. A category manager can download existing requirements and, once the spreadsheet is ready to upload, decide whether or not to append or override the existing requirements. COLLECT RESPONSES WITH REQUIREMENTS QUESTIONNAIRE A supplier who replies to negotiation requirements can use a questionnaire that displays requirements in a very intuitive way. A supplier can select one of the predefined choices for a multiple choice requirement below each requirement text, or can enter a reply in a designated text box. If a conditional requirement exists, then the system displays the relevant requirements dynamically after the supplier selects a predefined value. If you map requirements to questions, then the questionnaire uses replies from previous interactions with the supplier to enter default values on the new reply. The supplier can view and update the values, as necessary. GATHER SUPPLIER PROFILE INFORMATION IN REQUIREMENTS Use responses gathered during the sourcing process to automatically update the supplier profile. Map various supplier profile attributes to questions that you can include later in negotiation requirements. A supplier replies to the negotiation, and then Sourcing displays the current profile values for each supplier. If the information is obsolete, Sourcing asks the supplier to provide updates. If the supplier updates the values, then the approval process that manages changes to the supplier profile will validate and approve the changes, and then update the profile. LEVERAGE THE RESPONSE REPOSITORY Category managers can transfer the requirement responses to update the values in the response repository. Easily update and share supplier information across different procurement processes, such as supplier qualification. Category managers can view the reply history of the questions and view the previous responses when they evaluate the requirement. 16

17 SEARCH AND REPORT ACROSS REQUIREMENTS Category managers can search negotiations by requirement name. They can search against requirements that map to questions and to the requirements defined in Sourcing. Category managers can create custom reports in Oracle Transactional Business Intelligence on different requirement attributes to analyze the requirement data. MODIFY SUPPLIER NOTIFICATIONS Tailor the content of supplier facing notifications to match your organization s preferred terminology and style. Use Page Composer to modify the negotiation invitation and award decision notifications within a familiar environment. Changes made to the notifications are preserved through upgrades. EXPORT AWARD NEGOTIATION INFORMATION Leverage the web service that handles negotiation awards to easily export award information from Sourcing and to create purchasing documents in existing procurement systems. Export award information for completed requests for quotes (RFQs) and auctions with any purchasing document outcome, such as orders or agreements. IMPORT PURCHASING DOCUMENT NUMBERS To monitor orders and agreements created in the existing purchasing system, import their numbers and references into Sourcing. Sourcing displays the purchasing numbers and allows the user to drill down to the existing purchasing system from the Purchasing Documents page. BENEFIT FROM SIMPLIFIED SOURCING SETUP If Sourcing is deployed in coexistence with an existing purchasing system, then you can indicate that you do not intend to use Oracle Fusion Purchasing. If you do not select the Purchasing option during setup, then the Oracle Fusion Functional Setup Manager optimizes the implementation plan so that it does not include unnecessary tasks, resulting in a simpler configuration plan. The user interface that Sourcing displays will adapt to meet this new plan. It hides unnecessary fields and improves the user experience. INDICATE BUYER-MANAGED TRANSPORTATION A buying company can now manage transportation, including specifying shipping methods and arrangements to pick up goods from a supplier facility. Managing transportation allows the buying organization to use their fleet more efficiently and to leverage volume so that they improve their negotiating position for freight rates. 17

18 A new negotiation attribute allows buyers to specify whether the buying organization will handle transportation. On the negotiation line, buyers can clearly communicate desired ship dates to suppliers. USE A PROCUREMENT CATEGORY HIERARCHY For details about this feature, see the Use a Procurement Category Hierarchy topic in the Self Service Procurement section of this document. 18

19 SUPPLIER QUALIFICATION Oracle Fusion Supplier Qualification enables you to streamline the process of qualifying suppliers according to predefined criteria that meaningfully support your procurement function. Use Supplier Qualification to define the requirements that a supplier should meet, prequalify suppliers according to a simpler set of requirements, and then perform required verifications to qualify suppliers. You can assess and maintain the qualifications on an ongoing basis. GATHER QUALIFICATION INFORMATION DURING SUPPLIER REGISTRATION You might want to ask qualification questions when a new supplier registers. You can define rules that use the information that the supplier provides when they register to dynamically create a questionnaire that asks for additional relevant information: Define rule sets that create the questionnaire. Specify the conditions that determine the qualification areas to include on the registration questionnaire. These conditions can leverage information gathered during the qualification process, such as the products and services that the supplier provides. View and submit response. The supplier answers the questionnaire during registration. Store questionnaire responses. The system stores the answered questionnaire as part of the registration. Approve registration. You can consider the supplier responses when approving the registration. Control the display sequence of qualification areas. You can control the sequence that the qualification areas display on the registration questionnaire. Use question branching. In the registration questionnaire, use conditional questions that branch from earlier questions according to the supplier response. Migrate the rule sets. Easily migrate your rule sets between environments. IMPROVE COLLABORATION WITH ORACLE SOCIAL NETWORK Use the Oracle Social Network to improve collaboration on the following Supplier Qualification transactions: Qualification Assessment Initiative REPORT WITH ORACLE TRANSACTIONAL BUSINESS INTELLIGENCE (OTBI) Use predefined subject areas in Oracle Transactional Business Intelligence to create custom reports that facilitate analysis related to supplier qualification: 19

20 Use a new subject area to report on qualifications and assessments. Report on initiatives, qualifications, and assessments. For example, you can report on these transactions by supplier, supplier business classification, product and service information, qualification area, procurement business unit, and questions from the question library. Use a new subject area to report on supplier responses to questions. Report on supplier question responses gathered through qualification questionnaires, sourcing events, supplier registration questionnaires, and supplier profile updates. The subject area includes current and historical responses. You can create a report based on suppliers, supplier sites, and the questions. You can create reports according to response details, such as response status, submission time, and so on. Report on supplier registration. Supplier Qualification provides registration questionnaire content in the Supplier Registration subject area. Report on the registration questionnaire and the supplier responses provided during the registration process. Use predefined reports. Use the following predefined reports without modification or customize them to meet your own requirements: o List of suppliers that received negotiation award according to qualification outcome o Top 10 suppliers by purchase order amount and qualification details o Qualifications for suppliers with business classification o Track month over month progress for qualifications o Suppliers by purchase order amount and assessment details o Listing of pending questionnaire responses o Listing of question responses for a qualification area o List of recently revised questions and impacted qualification areas USE QUALIFICATION INFORMATION FOR RESEARCHING SUPPLIERS When searching for suppliers to add to an initiative, you can use current qualification information to refine your selections. This allows you to find the appropriate suppliers to participate in the initiative. You can look for suppliers having combinations of certain qualification and assessment outcomes. CREATE THE QUESTIONNAIRE PDF You can create a hard copy file of a questionnaire, and then share it with responders for reference or for offline view and response. INTEGRATE WITH SUPPLIER MODEL In the Oracle Fusion Supplier Model, you can identify certain supplier profile entities as changecontrolled, and these require approval when updated. When you tie supplier qualification questions to controlled attributes and you receive new responses for these questions, Supplier Qualification respects the profile change management approval process before you can use the response in evaluations. 20

21 INTEGRATE WITH SOURCING You can use questions from the supplier qualification question library on sourcing negotiations in Oracle Fusion Sourcing. The response repository captures supplier responses submitted during the sourcing process, and you can use that information in future qualifications. This integration ensures that both Sourcing and Supplier Qualification have the most current information available, regardless of where the supplier responded

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