2. Oracle iProcurement – Centralize Purchasing
Control, Decentralize Execution
Procurement policy based self-service enablement
Support requests for all goods and services
Productive user interface for self-service audience
Self-service receiving for improved payment accuracy
3. Manage the Spend, not the Transactions…
…But, do buyers have the time?
SuppliersSuppliersBuyersBuyersRequestersRequesters
ManufacturingManufacturing
MaintenanceMaintenance
R&DR&D
G&AG&A
Create POsCreate POs
DocumentDocument
ApprovalsApprovals
CommunicateCommunicate
5. Define rules for corporate policy based automation
Flexible workflows to configure your rules
Approvals
Rules-based approval list
Cost-center, location, commodity
controls
Flexible approval hierarchies
Approve via email or online
Automatic PO creation
Contract buys vs. one-off
Approved supplier usage
Standard vs. non-standard items
Emergency POs
Automatic approval and communication
Charge Accounts & Budgets
Person, CC, location, item
commodity controls
Project tracking and reporting
Full budgetary control using
encumbrance accounting
Approved Suppliers and Items
Identify approved suppliers for
items / commodities
Establish approved item/pricing
contracts and represent as catalogs
Control requester access to
authorized catalogs
6. Oracle iProcurement – Centralize Purchasing
Control, Decentralize Execution
Procurement policy based self-service enablement
Support requests for all goods and services
Productive user interface for self-service audience
Self-service receiving for improved payment accuracy
7. Remote:Remote:
Catalog HubsCatalog Hubs
Remote:Remote:
Supplier HostedSupplier Hosted
LocalLocal
CatalogsCatalogs
Content Management Models
Multiple options to support different item types
Direct Material
and Mission
Critical MRO
Demand driven by MRP
Inventory level tracked
Items under lot/serial/revision control
Items under existing long term agreements
Dynamic pricing & availability
Configurable items
Large selection of items
Inventory not tracked in buying org.
Catalog Content ManagementCatalog Content Management
Indirect and
Non-Critical
MRO
Indirect and
Non-Critical
MRO
Static item and pricing information
Approval controls for price changes
Inventory not tracked in buying org.
8. Supplier Hosted Catalogs
Users punchout to catalogs maintained on supplier websites
iProcurementiProcurement FirewallFirewall Catalog content onCatalog content on
supplier’s websitesupplier’s website
Access company specific catalogs on supplier website
Item configuration rules for CTO items
Real time pricing and availability Information
Support Oracle XML and cXML formats for punchout
9. Catalogs Hosted on Catalog Content Hubs
http://www.exchange.oracle.com/
Immediate access to wide variety of catalogs
Suppliers author catalogs on content hub
You approve changes to items and pricing
Control requesters’ access to available catalogs
iProcurementiProcurement
FirewallFirewall
Catalog Content HubCatalog Content Hub
10. Single Point of Entry for All Request Types
Guide users to appropriate “Store” based on request type
Office supplies
IT equipment
Industrial
Supplies
Professional
services
Temporary
staffing
Maintenance
Promotional
items
11. Purchase requisitions
– Local or remote catalogs
– Non-catalog requests for non-
standard goods
Internal requisitions
– Internal catalogs for standard
items
– Source based on availability
– Inter- or intra-company requests
with cross-company accounting
Order Items from Suppliers or Internal Warehouses
12. Simple and Advanced search for items in Catalog
New self-guiding
search offers
targeted results for
self-service users
Advanced search for
attribute specific
criteria
Control catalog
access to users
based on usage
13. Request for Services using “Smart Forms”
Flexible templates to capture service details
Flexible templates to
define authorized
service terms and
rates
Professional and
general business
services
Minimize data entry,
default values from
templates
Capture additional
service details during
request creation
Configure approval
rules based on smart
forms
14. Contractor requests for Temporary Assignments
Contractor requests
for administrative
and professional
needs
Requests based on
controlled access to
approved suppliers
and contracted rates
Review candidates
submitted by
suppliers
Finalize candidate
and terms, flexible
approvals for budget
and candidate
selection
Fast-track process
for simple requests
15. Maintenance Requests for Assets
Assets
Supplier
Order
Request
Maintenance
Schedule
Rule Based
Engine
Ship To
Maintenance
Location
Define maintenance
schedules for assets
Create requisitions for
work orders from
maintenance workbench,
search MRO catalogs for
required items
Track progress against
work orders
Receive and deliver
items directly to
maintenance location
16. Financial Considerations for all Business
Environments
Flexible cost allocation
Automatic account defaults based
on business rules
Security-based override capabilities
Distribute charges across multiple
accounts/cost-centers
Allocate charges to expense or
material accounts based on usage
Budgets & Encumbrance Accounting
Control spending using budgets and
encumbrance accounting
Track spending limits and spend-to-
date
Real-time validation of funds during
request creation
Approvals based on budget ownership
Project-based requests
Request goods and services for
specific projects
Allocate costs to multiple project
accounts and budgets
Track and report against projects
Requests charged to specific Grants
Capture grant award information on
individual requests
Allocate costs across multiple
grants
Default grants information onto
request lines to minimize data entry
17. Oracle iProcurement – Centralize Purchasing
Control, Decentralize Execution
Procurement policy based self-service enablement
Support requests for all goods and services
Productive user interface for self-service audience
Self-service receiving for improved payment accuracy
18. Easy-to-use interface
– Familiar “amazon.com-like” interface
– Create and submit requisitions in just
a few clicks
Productivity enhancement tools to
minimize data entry
– Shopping lists (Favorite and Public)
– Saved shopping carts
– Copy requisitions
Productive User Interface for Self-service
Audience
19. RequesterRequester Supplier A Website
Exchange.Oracle.com
Transparent
Punchout*
Simplify catalog searching using Transparent
Punchout
Eliminate guesswork from catalog searching
User sees all search results, irrespective of
catalog source, on this familiar page
*Patent Pending*Patent Pending
Local Catalogs
20. Full visibility into entire Procurement lifecycle
Self-service access frees up buyers’ time
View approval status and
history
Related POs and
associated status
Real-time tracking of in-
transit shipments
View Receipt history and
associated exceptions
Invoice and payment
information
21. Rules-based Online Approvals
Eliminate paper approvals, improve auditability
Centralized approval engine
services approval needs
across apps.
Automatic approval routing
based on business rules
Approvers can approve via
email or from work list
Nominate proxy approvers
when on vacation
Full approval trail with relevant
comments captured for audit
needs
22. Oracle iProcurement – Centralize Purchasing
Control, Decentralize Execution
Procurement policy based self-service enablement
Support requests for all goods and services
Productive user interface for self-service audience
Self-service receiving for improved payment accuracy
23. Requester initiated receipts
using self-service screens
– Single-click simplicity
– Record packing slip, waybill
information
– Track in-transit shipments
and receive against them
– Automatic invoicing based
on receipt
System initiated receipts using
workflow
– Automatic notification on
due date
– Requester acknowledges
receipt via response
– Automatic receipt generation
based on response
Self-service receiving of goods and services
Increased payment control with 3-way matching
24. Record receipt exceptions, reconcile payments
accurately using 3-way match
Return to Vendor
Self-service screens to return defective
goods to supplier
Reference RMA code
Real-time updates to on-hand quantities
Automatically generate debit memos for
reimbursement
Full receipt history audit trail to resolve
discrepancies
Receipt Corrections
Correct data entry errors by issuing
corrections
Factor corrections into receipt audit
trail for accurate reporting
Receive
Return Correct
26. Oracle iProcurement – Centralize Purchasing
Control, Decentralize Execution
Procurement policy based self-service enablement
Buyers manage the spend, not individual transactions
Support requests for all goods and services
Single entry point for requests, single business rules repository
Productive user interface for self-service audience
Quicker customer adoption, smoother rollouts
Self-service receiving for improved payment accuracy
Increased control with 3-way match
32. Oracle Sourcing
Enables You To…
Source More of Your Spend
Source for Lowest Total Cost
Create Immediate and Long-Term Savings
33. Exploit More Savings Opportunities
Sourcing ResourcesSourcing Resources
PercentageofSpendUnderContract
Oracle Enabled
Sourcing
Traditional
Sourcing Approach
Structured Event Creation
On-Line Negotiation
Support
Efficient Change Management
System Generated Awards
Automated Bid Comparison
34. Structured Sourcing Event Creation
Greatly Reduce Preparation Time and Manual Effort
Expiring
Agreement
1-Click
Renegotiation
Instantly create new sourcing event from previous agreements
Renewal
Driven
RFx, Auction
RFx, AuctionRequisitions
Sourcing
Template
Request
Driven
Aggregate requests across the enterprise to leverage buying power
35. Efficient Online Negotiations: Buyer
Slash Cycle Time by Eliminating Manual Processes
View new incoming supplierView new incoming supplier
messages and incomplete tasksmessages and incomplete tasks
Drill into individualDrill into individual
sourcing eventssourcing events
View responses and monitorView responses and monitor
bidding activity in real-timebidding activity in real-time
36. Efficient Online Negotiations: Supplier
Slash Cycle Time by Improving Communications
Suppliers can reviewSuppliers can review
all requirementsall requirements
before bid submissionbefore bid submission
Suppliers review contractSuppliers review contract
terms early in the sourcingterms early in the sourcing
cyclecycle
37. Efficiently Manage Change
Quickly Create New Round or Amendment
• Create and Publish New Rounds or Amendments Online
• Full Audit Trail Including Net Change Comparison
• If Suppliers Accept, Their Quotes Roll Forward
RFQ 1234RFQ 1234
Buyer
RFQ 1234-1RFQ 1234-1
New Round or
Amendment
Supplier
Acknowledge
Changes
Publish
Changes
38. Optimized, Policy-
Compliant Award
Recommendation
System Generated Recommendations
Eliminate Time-Consuming Manual Analysis
• Multiple Sites
• Dozens of Bid
Lines
Company Policy Complex Bids
Maximum ofMaximum of
5 Vendors5 Vendors
Minimum 60%Minimum 60%
to incumbentto incumbent
suppliersupplier
$100k Annual$100k Annual
MaximumMaximum
• Sourcing Rules
• Budget Constraints
• Supply Base Rules
MultipleMultiple
SuppliersSuppliers
Model multiple businessModel multiple business
constraints and supplier inputsconstraints and supplier inputs
Award Optimization Engine
39. Facilitated Online Bid Comparison
Make Faster Award Decisions
• Utilize structured bid data
- Automatic bid scoring
- Consistent format for side-
by-side comparison of
competing bids
• Provide online analysis for
fast, accurate awards
- Multiple chart and graph
formats (e.g., scatter plot,
bar, pie)
- Flexible award methods
enable selection of
suppliers, bid lots or
specific line items
- Business and regulatory
compliance policies (e.g.,
multi-sourcing
requirements, minority
• View award
summary for
purchase
recommendation,
approval, and
compliance details
40. Oracle Sourcing
Enables You To…
Source More of Your Spend
Source for Lowest Total Cost
Create Immediate and Long-Term Savings
44. Total Cost and Complete Bid Analysis
Evaluate Tangible and Intangible Costs
*Bid vs. Transformed Bid
Latin American
Supplier
$14 vs. $26*
European
Supplier
$16 vs.
$23*
North American
Supplier
$21 vs. $21*
Asian
Supplier
$20 vs. $23*
Example:
Supplier “C” Bid
$14
System Added
Freight $
6
Tariff $ 4
Risk $ 2
Transformed Bid =
Example:
Supplier “C” Bid
$14
System Added
Freight $
6
Tariff $ 4
Risk $ 2
Transformed Bid =
• Capture Total Cost
- Tangible (e.g., freight)
- Intangible (e.g., switching
costs)
- Buyer and Supplier Entered
• Evaluate Transformed
Bids
- View Transformed or Un-
Transformed
45. Total Cost and Complete Bid Analysis
Balance Price, Quality, Promise Date, etc.
Preferred quotesPreferred quotes
represent anrepresent an
optimal balance ofoptimal balance of
price, quality,price, quality,
promise date, etc.promise date, etc.
Display quoteDisplay quote
price and scoreprice and score
based on allbased on all
attributesattributes
46. Oracle Sourcing
Enables You To…
Source More of Your Spend
Source for Lowest Total Cost
Create Immediate and Long-Term Savings
47. Rapid Deployment
Start Saving Immediately
• Implementation in days or weeks -- not
months!
• Incrementally implement capabilities
Supplier
Enablement
Simple
RFx /
Auctions
Off-the-Shelf
Integration
Complex
RFx /
Auctions
Start with a few key activities
Quickly enable suppliers to participate in sourcing events
Grow into advanced capabilities as needed
Automate complete business process using integrated
Advanced Procurement platform
48. Consistent Execution and Compliance
Realize Sustainable Savings via Integration
Sourcing
Purchasing
iSupplier
Portal
Procurement
Contracts
• Transfer negotiated terms and pricing to execution
• Drive contract compliance and track deliverables
• Monitor contract utilization and supplier performance
• Enable suppliers to openly compete for business
• Seamlessly execute negotiated agreements
• Leverage common source of master / reference data
• …
49. Example: One-Click PO Creation
Create Purchasing Documents Directly from Award
Awarded
Quotes
Receive
Goods or
Services
Create
Agreements/
POs
Pay
Supplier
Workflow Enablement
• Copy all pricing, contract
and deliverable information
• Eliminate manual entry and
associated errors
• Copy all pricing, contract
and deliverable information
• Eliminate manual entry and
associated errors
50. Example: Real-Time Deliverable
Mgmt
Easily Monitor Compliance Across the
Enterprise
• Ensure supplier compliance and consistent evaluation
- Sourcing deliverables
- Contractual deliverables
• Enable buyers to be proactive
- e.g., Contract milestones or expirations
Review status ofReview status of
deliverablesdeliverables
Track notes andTrack notes and
correspondencecorrespondence
Drill intoDrill into
detailsdetails
Link to sourceLink to source
documentdocument
51. Business TargetsBusiness Targets Contract UtilizationContract UtilizationContract UtilizationContract Utilization
Quality PerformanceQuality PerformanceConsumption TrendsConsumption Trends
Expose need
for new or
revised
contract
Evaluate
supplier and
contract
performance
before renewal
Track KPIs
including price
Example: Contract Intelligence
Evaluate Compliance and Identify Opportunities
52. Seamless Data Flows
• RFIs
• RFQs
• Buyers Auctions
• Templates
• Attributes
• Etc.
Procurement
Data
Sourcing
Data
Integrated Flows
• Requisition to RFx/Auction Creation
• Requisition allocation upon award
• Removal of requisition from requisition pool
during negotiation
• Return of requisition to requisition pool on
cancellation/partial allocation
• Negotiation number viewable in iProcurement
• Contract to RFx/Auction creation for renewals
• Contract created from award
• PO created from award
• Sourcing accessed from single iSupplier Portal
• Supplier search of the Supplier Master and ASL
• Requisitions
• POs
• Contracts
• Etc.
53. Shared Data
• Requisitions
• POs
• Contracts
• Etc.
• RFIs
• RFQs
• Buyers Auctions
• Templates
• Attributes
• Etc.
Procurement
Data
Sourcing
Data
Shared Data
• Operating Units
• Buyers
• Buyer Approval
Hierarchy
• UOM
• Ship to Addresses
• Bill to Addresses
• Currency
• Payment Terms
• Attachment Repository
• Purchasing Categories
• Inventory Items with
revision
• Contract Variables
• System and User-
Defined
• Supplier Responses
• Contract Deliverables
• Contractual &
Negotiation
• Contract Clauses
• Contract Templates
• Suppliers
• Approved Supplier List
• Supplier Classification
• Supplier Commodities
54. Cross-functional collaboration,
sourcing knowledge capture / re-use,
and total cost analysis
Source for
Lowest Total Cost
Easy sourcing event creation,
management of on-line negotiations
and bids, with automatic system-
generated recommendations
Source More
of Your Spend
Oracle Sourcing
Rapid deployment capabilities with
modular integration to Advanced
Procurement, and real-time decision
support including deliverable mgmt
Create Immediate
and Long-Term
Savings
Main message(s): Oracle Procurement Solution satisfies all your procurement requirements Slide Flow Click mouse to show each element of Oracle Procurement Solution (first element does not need a mouse click): 1. Explain Process Automation (blue box) Oracle Procurement solution automates all steps of the procure-to-pay business flow. Using a sophisticated, yet customizable workflow engine our solution allows procurement professionals to define rules for approval and notifications, modify approvers or reviewers according to changes in business rules, and monitor the status of these rules, i.e. payments. Oracle Procurement process automation focuses on optimizing resources, improving productivity, and increasing profits while reducing cost. 2. Click mouse: Explain Sourcing / Sources of demand (green/gray box) Depending on the configured business rules, existing contracts or supplier catalogs, users will have the need to source for new products or services. Oracle’s Procurement solution includes Oracle Sourcing, which offers sophisticated negotiation capabilities that reduce the time it takes buyers to source new products or services, and optimize the value of existing contracts. With complex negotiation tools (reverse auctions and traditional RFx (RFIs, RFPs, and RFQs),auctions and offers, Oracle Sourcing handles negotiations short and long, small and large, simple and complex. With Oracle Sourcing you can: Utilize Different Sourcing Strategies Optimize Negotiation Results Conduct Real-Time Negotiations Specify Bidding Attributes 3. Click mouse: Explain Collaboration (red box) Oracle iSupplier Portal offers a collaboration application that facilitates convenient, secure self-service business transactions between buyers and suppliers via the Internet. Our collaboration solution creates a powerful collaborative platform for a buyer to manage relationships with its global supply base. With this solution, suppliers can share business documents, and be immediately notified and respond to events in the purchasing and planning process, providing an unparalleled level of service. 4. Click mouse: Explain Integrated Intelligence (purple box) Oracle Purchasing Intelligence can assist to sourcing new items, analyzing supplier performance, developing a commodity strategy, and analyzing spend. The system is designed for multiple levels of users, Oracle Purchasing Intelligence will help to gain unparalleled knowledge of your purchasing and supply operations. With this knowledge, users can quickly identify savings opportunities, improve supplier relationships, improve supplier service, and optimize operational efficiencies. Supporting content:
Main message(s): Oracle Procurement Solution satisfies all your procurement requirements Slide Flow Click mouse to show each element of Oracle Procurement Solution (first element does not need a mouse click): 1. Explain Process Automation (blue box) Oracle Procurement solution automates all steps of the procure-to-pay business flow. Using a sophisticated, yet customizable workflow engine our solution allows procurement professionals to define rules for approval and notifications, modify approvers or reviewers according to changes in business rules, and monitor the status of these rules, i.e. payments. Oracle Procurement process automation focuses on optimizing resources, improving productivity, and increasing profits while reducing cost. 2. Click mouse: Explain Sourcing / Sources of demand (green/gray box) Depending on the configured business rules, existing contracts or supplier catalogs, users will have the need to source for new products or services. Oracle’s Procurement solution includes Oracle Sourcing, which offers sophisticated negotiation capabilities that reduce the time it takes buyers to source new products or services, and optimize the value of existing contracts. With complex negotiation tools (reverse auctions and traditional RFx (RFIs, RFPs, and RFQs),auctions and offers, Oracle Sourcing handles negotiations short and long, small and large, simple and complex. With Oracle Sourcing you can: Utilize Different Sourcing Strategies Optimize Negotiation Results Conduct Real-Time Negotiations Specify Bidding Attributes 3. Click mouse: Explain Collaboration (red box) Oracle iSupplier Portal offers a collaboration application that facilitates convenient, secure self-service business transactions between buyers and suppliers via the Internet. Our collaboration solution creates a powerful collaborative platform for a buyer to manage relationships with its global supply base. With this solution, suppliers can share business documents, and be immediately notified and respond to events in the purchasing and planning process, providing an unparalleled level of service. 4. Click mouse: Explain Integrated Intelligence (purple box) Oracle Purchasing Intelligence can assist to sourcing new items, analyzing supplier performance, developing a commodity strategy, and analyzing spend. The system is designed for multiple levels of users, Oracle Purchasing Intelligence will help to gain unparalleled knowledge of your purchasing and supply operations. With this knowledge, users can quickly identify savings opportunities, improve supplier relationships, improve supplier service, and optimize operational efficiencies. Supporting content:
(For example…) Distinct organizations within a company will have different business pains at different times which often results in grass-root initiatives to develop non-standard solutions – whether it’s to address an org’s unique need for procuring mktng services or providing expedited payment inquiry access to local suppliers.
Using the same amount of resources, the traditional sourcing approach can manage a small percentage of spend. Using Oracle, the same amount of resources can source more efficiently – better managing existing contracts and covering more spend.
Collaborate between buying professional to save time and structuring bid package and process to take advantage of market dynamics
