See What's Coming in Oracle

Procurement Cloud
Release 9
Release Content Document

Table of Contents
SELF SERVICE PROCUREMENT ........................................................................................................................................... 4
Budgetary Control and Encumbrance Accounting Enablement............................................................................ 4
Manage Requisition Lines ..................................................................................................................................... 4
Mass Update of Preparer and Requester ............................................................................................................. 4
Requisition Import Enhancements ........................................................................................................................ 5
Search and View Items from Punchout Catalogs in Shopping .............................................................................. 5
New Supplier Registration Request ...................................................................................................................... 5
PURCHASING ................................................................................................................................................................ 5
Procurement Document Numbering ..................................................................................................................... 5
Supply Chain Financial Orchestration ................................................................................................................... 6
Purchase Order Service Operations and Business Events ..................................................................................... 6
Shipping Method on Purchase Documents ........................................................................................................... 6
Rules Driven Buyer Assignment for Requisition Lines ........................................................................................... 6
Enhanced Capabilities for Buyers Processing Requisition Lines ............................................................................ 7
Budgetary Control and Encumbrance Accounting Enablement............................................................................ 7
Procurement of Consigned Inventory from Supplier ............................................................................................. 7
SOURCING .................................................................................................................................................................... 7
Negotiation Approval ........................................................................................................................................... 7
Award Approval .................................................................................................................................................... 8
Negotiation Numbering ........................................................................................................................................ 8
Surrogate Bidding ................................................................................................................................................. 8
Two Stage RFQ...................................................................................................................................................... 8
Online Messages ................................................................................................................................................... 9
Prospective Suppliers In Negotiations .................................................................................................................. 9
Shipping Method in Negotiations ......................................................................................................................... 9
Notification Subscription ...................................................................................................................................... 9
SUPPLIER MODEL .......................................................................................................................................................... 9
Prospective Supplier Life Cycle ............................................................................................................................ 10
Manage Certifying Agencies ............................................................................................................................... 10
Capture Multiple Classifications and Attachments............................................................................................. 10
Expiring Business Classification Notifications ..................................................................................................... 10
Manage Third Party Payment Relationships ...................................................................................................... 11
Update Supplier Master from Questionnaire Response ..................................................................................... 11
Enhanced Supplier Duplicate Prevention ............................................................................................................ 11
Country Driven Address Management................................................................................................................ 11
New Internal Supplier Registration Flows ........................................................................................................... 12
New Supplier Registration Configuration ........................................................................................................... 12
Supplier Registration Push Back ......................................................................................................................... 12
Supplier Registration Expanded Data Capture ................................................................................................... 13
New Supplier Import Entities .............................................................................................................................. 13
Import Supplier Profile Updates ......................................................................................................................... 13
SUPPLIER QUALIFICATION MANAGEMENT......................................................................................................................... 13
Create and Manage Questions ........................................................................................................................... 14
Create and Manage Qualification Areas ............................................................................................................ 14
Create and Manage Qualification Models.......................................................................................................... 14

Create Qualification and Assessment Initiatives ................................................................................................ 14

Customize Questionnaires for the Initiatives ...................................................................................................... 15
Respond to Questionnaires ................................................................................................................................. 15
Evaluate a Qualification or an Assessment ........................................................................................................ 15
Monitor Supplier Qualification Activity .............................................................................................................. 16
Requalify Suppliers ............................................................................................................................................. 16

SELF SERVICE PROCUREMENT

Oracle Fusion Self Service Procurement streamlines the purchase requisitioning process using a consumercentric approach and helps control employee spending by enforcing the procurement policy. Requisitions are
validated and submitted for approval before they are processed onto purchase orders in Oracle Fusion
Purchasing.

BUDGETARY CONTROL AND ENCUMBRANCE ACCOUNTING ENABLEMENT

Control and maintain budgets easily and flexibly with Oracle Fusion Budgetary Control. You can budget by
any chart of account segments and/or project dimensions. Enforce budget constraints to eliminate
overspending and prevent internal users from submitting transactions for approval if there are insufficient
funds. Reserve budgeted funds as early as when a purchase requisition is approved or defer it untill a
purchase order is issued, depending on the unique needs of your business. Requesters and buyers can
preview funds available during transaction entry and engage budget managers to resolve funds check failures.
To meet financial reporting requirements, public sector organizations have the option to record encumbrance
journal entries as and when funds are reserved during the procure-to-pay flow.

MANAGE REQUISITION LINES

Streamline your requisition lifecycle. Instead of holding all lines on a requisition back when changes are
needed, you can now return or withdraw one or more requisition lines while the remaining lines continue on
to downstream processes. Buyers can also split or return individual lines when processing requisition lines.
If your organization policy so requires, requisition line splits or replacements by buyers can be sent back for
approval. Alerts are available to the preparer to draw their attention to requisition lines that are returned by
the buyer or rejected by the approvers. When a purchase order is canceled, unfulfilled quantity or amount of
a requisition line can be reinstated in order to be sourced to a different supplier.

MASS UPDATE OF PREPARER AND REQUESTER

Simplify the transition process when an employee leaves the organization, goes on extended leave of absence
or transitions to a different role. You will be able to transition all open requisitions, purchase orders, and
change orders from its current preparer or requester to a replacement, simply by submitting the new mass
update process. Updates can be initiated by the current preparer or requester or by an administrator with the
appropriate privileges. To facilitate invocation by any external applications, the process is also available as a
web service.

REQUISITION IMPORT ENHANCEMENTS

Automate the requisition creation process with increased performance and enhanced error reporting. To
streamline the import process, you will have the ability to control whether requisitions should be created for
lines loaded successfully even when there are lines that contain errors.

SEARCH AND VIEW ITEMS FROM PUNCHOUT CATALOGS IN SHOPPING

Simplify the requisition creation process for your organization. Information for items from punchout
suppliers can be loaded to the search index within Oracle Fusion Self Service Procurement. The punchout
item information will be returned when a requester searches using keywords that match the punchout item
information when creating a requisition. Requesters can review the item information alongside local content
and perform comparisons. You can also enable item level punchout if your supplier supports the capability
for the requester to go directly to the details of the item when drilling down from the item search results.

NEW SUPPLIER REGISTRATION REQUEST

Accelerate the supplier on boarding process. Requesters and preparers with the appropriate privilege can
submit a supplier registration request from Oracle Fusion Self Service Procurement. The request will be
routed through an internal supplier approval workflow for the supplier to be vetted and added as an
approved supplier for your organization.

PURCHASING
Oracle Fusion Purchasing enables you to manage supplier agreements to ensure accurate pricing, terms and
conditions, and policies with suppliers. It also enables you to manage purchase orders with suppliers to
ensure timely delivery of goods and services.

PROCUREMENT DOCUMENT NUMBERING

Configure document number generation for all Procurement document types; such as, requisitions, purchase
orders, negotiations, and qualifications from a single user interface. Incorporate a prefix or suffix to your
document numbering scheme, to easily correlate documents to originating business units or legal entities.
Define fixed length document numbers by padding the number from the sequence with leading zeroes. For
simple document numbering requirements, bypass the setup altogether; a numbering scheme is automatically
put in place for you, with the creation of the first document.

SUPPLY CHAIN FINANCIAL ORCHESTRATION

Drive tax efficiency in your supply chain by channeling purchases from low cost country sources through
strategically located legal entities, registered in favorable tax jurisdictions. Automate sold-to legal entity
selection on purchase orders by setting up financial orchestration flows. Specialize usage of your
orchestration flows for specific supplier countries or product category. If intercompany buy or sell
documentation is not mandated, legal entities are now able to procure goods and services on behalf of other
legal entities within the enterprise, without the need for any financial orchestration flow setups between the
entities.
Enable payables shared service where a single business unit can be tasked with processing of invoices for
multiple requisitioning business units. Such arrangements are possible without the need for any financial
orchestration flow setups between the units.

PURCHASE ORDER SERVICE OPERATIONS AND BUSINESS EVENTS

Integrate with your supplier's system to record acknowledgement of dispatched documents through the
newly introduced acknowledge operation. Combine updates to order attributes along with line cancellations
in a single invocation of the purchase order service. You are no longer required to process such changes
through multiple change orders, causing the document to be revised and communicated multiple times.
Orchestrate business processes across multiple external applications by listening to purchase order business
events. External applications can subscribe to the new Purchase Order Implemented, Change Order
Implemented, Finally Closed, and Removed from Final Close business events.

SHIPPING METHOD ON PURCHASE DOCUMENTS

Capture and communicate comprehensive shipping method instructions on purchase orders and agreements.
Shipping method details can include not only the carrier name but also the mode of transportation and the
service level. Expedite specific order schedules by means of schedule level shipping methods, without
altering terms for the rest of the order.

RULES DRIVEN BUYER ASSIGNMENT FOR REQUISITION LINES

Author rules using common requisition attributes like business unit, commodity, or supplier to drive
automated routing of requisition lines to the desired buyer's work queue. Perform initial setup as well as
ongoing maintenance of rules leveraging spreadsheet upload or download operations. Test out the accuracy
of assignment rules by playing out what-if scenarios on hypothetical requisition data.

ENHANCED CAPABILITIES FOR BUYERS PROCESSING REQUISITION LINES

Return individual requisition lines to the requester for clarifications or corrections, while still being able to
work on fulfilling the rest of the requisition. Route requisition line splits or item substitutions for approval
from the requester and the requester's management chain. Process schedule splits or distribution splits and
still be able to reconcile back to the originating requisition lines and distributions.

BUDGETARY CONTROL AND ENCUMBRANCE ACCOUNTING ENABLEMENT

Control and maintain budgets easily and flexibly with Oracle Fusion Budgetary Control. You can budget by
any chart of account segment and by project dimension. Enforce budget constraints to eliminate
overspending and prevent internal users from submitting transactions for approval if there are insufficient
funds. Reserve budgeted funds as early as when a purchase requisition is approved or defer it until a
purchase order is issued, depending on the unique needs of your business. Requesters and buyers can
preview funds available during transaction entry and engage budget managers to resolve funds check failures.
To meet financial reporting requirements, public sector organizations have the option to record encumbrance
journal entries as and when funds are reserved during the procure-to-pay flow.

PROCUREMENT OF CONSIGNED INVENTORY FROM SUPPLIER

Effectively manage your end-to end consigned inventory program starting from setting up consignment
agreements with your suppliers to completing financial settlement. Create consignment agreements with your
suppliers to capture the terms and pricing for items to be purchased under the consignment arrangement.
Automatically issue purchase orders for consigned goods in response to requests for consigned inventory.
Report the consumption of consigned inventory to your supplier using the consumption advice document.
The consumption advice provides flexible reporting periods, configurable level of detail, and multiple
communication methods. Initiate financial settlement with suppliers by self-billing for usage as reported on
the consumption advice. Provide complete visibility to the consignment process life cycle to monitor
agreement usage, consignment orders, on-hand balances, consigned inventory aging, consumption advices
and billing.

SOURCING

NEGOTIATION APPROVAL
Send negotiations for approval before publishing the negotiations to suppliers. Obtain sign off from all
identified approvers and record the approval actions. Determine the approval routing using a flexible rules
engine, which can be configured to accommodate an organization's unique business requirements.
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Approvers can review the document details and add comments before approving, rejecting, or routing the
document to additional approvers.

AWARD APPROVAL
Ensure accurate and policy compliant negotiation business awards by electronically routing award decisions
for approval before creating the resulting purchasing documents (for example, agreements or orders).
Determine the approval routing using a flexible rules engine which can be configured to accommodate an
organization's unique business requirements. Approvers can review the document details and add comments
before approving, rejecting, or routing the document to additional approvers.

NEGOTIATION NUMBERING
Configure automatic number generation for negotiations. Incorporate prefix or suffix to your document
numbering scheme, to easily correlate documents to originating business units or legal entities. Define fixed
length document numbers by padding the number from the sequence with leading zeroes. For simple
document numbering requirements, bypass the setup altogether; a numbering scheme is automatically put in
place for you, with the creation of the first document.

SURROGATE BIDDING
Accept offline paper responses from suppliers to comply with public sector requirements and to support
suppliers with connectivity problems. Enter the responses online on behalf of the suppliers, and seamlessly
manage and analyze them along with all other responses received in the negotiation. Retain full audit trail of
when the supplier responses were received and their delivery method, as well as who ultimately entered them
in the application.

TWO STAGE RFQ

Ensure impartial judgment of supplier responses in markets that require technical and commercial evaluation
of proposals to be done independently. While suppliers submit their responses as a single bid package,
category managers first analyze the technical merits of the proposal while the commercial aspects of the bid
remain sealed. Commercial details of bids that pass the technical evaluation are disclosed in the second
evaluation phase, while the details of failed bids remain sealed. Category managers enter surrogate responses
on behalf of suppliers by submitting the technical terms of the proposal during the first stage of the
negotiation, and only entering the commercial terms if the first stage evaluation is successful.

ONLINE MESSAGES
Collaborate with suppliers and team members throughout the negotiation life cycle using online messages.
Bring phone and e-mail conversations to the online negotiation knowing that the messages will be retained
for future reference and audit trail. Use rich text format and attachments to clearly answer questions and
provide clarifications.

PROSPECTIVE SUPPLIERS IN NEGOTIATIONS

Create new potential suppliers with the goal of including them in sourcing engagements without disrupting
other procurement activities. Prospective suppliers can participate in sourcing events and qualification
activities, but cannot be used in other procurement activities. Prospective suppliers that receive a business
award during a sourcing event can be promoted to spend authorized status as part of the sourcing process.
Once the promotion process is approved, the award can be turned into actual purchasing agreements and
orders.

SHIPPING METHOD IN NEGOTIATIONS

Capture and communicate comprehensive shipping method instructions on negotiations. Shipping method
details can include not only the carrier name, but also the mode of transportation and the service level.

NOTIFICATION SUBSCRIPTION
Effectively manage communication to suppliers and collaboration team members by enabling and disabling
sourcing notifications from a setup screen. Minimize the risk of spamming your suppliers by selecting the
relevant notifications for each negotiation type (auction, RFQ, or RFI.) based on your implementation needs.

SUPPLIER MODEL
Oracle Fusion Supplier Model enables you to manage your supplier data to support the critical business
processes that leverage suppliers such as procure-to-pay. You can maintain external profile information
including addresses, contacts, and tax information. In addition, you can maintain internal business controls
for governing transaction processing based on the supplier relationship.

PROSPECTIVE SUPPLIER LIFE CYCLE

Buying organizations need to capture new potential suppliers without disrupting their ability to manage and
track approved suppliers. With this feature a business relationship is introduced to identify prospective
suppliers which are limited to sourcing and qualification activities. Segregate prospective suppliers from
spend authorized suppliers by assigning a business relationship to manage the supply base more efficiently,
and reduce business risk limiting the number of suppliers that can receive payments. Control the promotion
of the business relationship to Spend Authorized with an approval process that enables the supplier to be
used in spend related transactions. The business relationship can be defaulted or assigned by users with the
Supplier Manager job role in supplier creation and registration flows.

MANAGE CERTIFYING AGENCIES

To improve the data management of supplier business classifications a new setup is introduced. This feature
enables buying organizations to control which certifying agencies they authorize for issuing classifications,
which saves time validating certificates submitted by suppliers. It also streamlines the end user entry of
supplier classifications by maintaining associations between the certifying agency and the applicable
classifications enabling a filtered list of valid values. New agencies not found in the list can still be provided
by supplier users in supplier registration. The procurement administrator can add the new agency if it is
deemed valid.

CAPTURE MULTIPLE CLASSIFICATIONS AND ATTACHMENTS

The enhanced business classifications table allows multiple supplier certifications to be tracked for the same
classification from different agencies. Managing multiple supplier certifications across agencies improves
supplier diversity tracking for localized sourcing opportunities. The table enforces improved control and
tracking of classified suppliers by capturing additional attributes including Status, Start Date, Provided By,
and Confirmed On. Attachments are now supported to capture important verification documents, such as
certificates issued by agencies. Also, support for Notes was added to record any additional information
related to each classification captured. All of these enhancements and usability improvements are also
exposed to new supplier users in supplier registration.

EXPIRING BUSINESS CLASSIFICATION NOTIFICATIONS

Alert suppliers about expiring business classifications. Reminders are sent based on a configured interval
until expiration is reached. The notifications drive action from the supplier to maintain business continuity
and avoid falling out of standing with the buying organization. The notifications are sent to suppliers
administrative contacts having an active Oracle Fusion Supplier Portal user account.

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MANAGE THIRD PARTY PAYMENT RELATIONSHIPS

Third party payments help suppliers reduce their liabilities without having to make payments to the third
party directly. This reduces the direct funds movement and improves settlement efficiency. Multiple third
party payment relationships can be managed on the site level of the primary suppliers profile. A date range
determines which third party is the active remit-to supplier that can receive payments on behalf of the
primary supplier. The feature includes alerts to proactively report inactive remit-to suppliers or addresses.
The active relationship can be marked as default to automatically populate the payee during invoice and
payment processing.

UPDATE SUPPLIER MASTER FROM QUESTIONNAIRE RESPONSE

Important supplier profile information can be collected during the supplier qualification process. Integration
with the new Oracle Fusion Supplier Qualification Management product enables this information to be
passed to the supplier master to improve the value of your supplier data. As part of the qualification process
a supplier responds to a questionnaire for assessment which may contain questions linked to supplier profile
attributes. When the responses are accepted by the Qualification Manager the profile of the responding
supplier is updated with the question responses.

ENHANCED SUPPLIER DUPLICATE PREVENTION

Feature introduces a review process to prevent adding duplicate suppliers to the supply base. During supplier
creation a matching check is run against existing parties and potential matches are presented to the user.
Based on setup configuration, the search for duplicates can be, optionally, expanded beyond suppliers and
include other party types such as customers and partners to minimize redundant maintenance of common
external parties across the Fusion Application. If an existing party is selected a supplier relationship is
established which adds it to the supplier master. Addresses and contacts of the shared party can become
supplier addresses and contacts for use on procurement related transactions. Potential matches are also
presented in supplier registration approval allowing approvers to determine if the registering company already
exists. The feature is only supported for Fusion Cloud customers and requires licensing Fusion Enterprise
Data Quality, a Fusion Middleware product.

COUNTRY DRIVEN ADDRESS MANAGEMENT

Create and maintain addresses for suppliers based on the geographical address structure of the country.
Selecting the address country determines the format displayed and geographic data used for validation to
drive error free data entry. Address element values are derived or auto-filtered to a valid list of values based
on previously selected address elements. The country specific address formats can be configured to
determine which address elements are presented, the display order, as well as the label shown to the end user

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to facilitate data entry. Counties with the same address structure can use a default format or share configured
formats. This feature is enabled in all supplier creation flows, as well as supplier registration.

NEW INTERNAL SUPPLIER REGISTRATION FLOWS

Access to internal supplier registration is expanded to allow internal users to request suppliers from additional
product areas. Internal supplier registration provides a controlled process allowing employees to suggest new
sources of supply. This flow is enabled in the Suppliers Work Area allowing internal supplier administrators
to register a new supplier. For broader usage, this flow can also be deployed to Oracle Fusion Self Service
Procurement users from the Purchasing Requisitions Work Area. Out of the box, this is hidden from
requesters allowing the buying organization to determine how broadly employees should be granted access to
request new suppliers. Enable users outside of the procurement department to have input on supplier
selection to meet specific needs, reducing inefficient offline communication. To maintain control, approval
rules can be quickly configured to route internal supplier registration requests separate from external
registrations submitted by companies. Routing can even be based on the internal registration source from the
originating product area, which is also useful for registration tracking and reporting.

NEW SUPPLIER REGISTRATION CONFIGURATION

Configure registration to capture different information based on the intended business relationship with the
new supplier. This feature helps deploy two distinct supplier registration flows to onboard new suppliers.
Companies already identified for a procurement need can be directed to the spend authorized registration
flow to capture more rigorous profile information needed before agreements, orders and invoices can be
transacted. Comparably, unknown companies can be directed to a simpler prospective registration flow to
capture minimal profile information needed to participate in sourcing events. The specific supplier profile
areas can be configured as required, optional or hidden in each flow. Two distinct URLs are provided to
access these registration flows. The buying organization determines how best to expose these to new
potential suppliers.

SUPPLIER REGISTRATION PUSH BACK

Improve efficiency reviewing supplier registrations with new tools to collect further detail. A new action for
approvers, called Request to Resubmit, returns the registration to the requester to provide additional
information and resubmit. Returning a registration for resubmission is an alternative to the Approve and
Reject actions. Approvers can provide questions or describe what additional information needs to be added
to the registration. A notification presents this information to the requester along with a link to access their
registration for editing. Since registration data is changed the approval rules are executed again upon
resubmission requiring approvals to be collected. A similar action is also enabled on internal supplier
registrations, called, Request for Information, allowing the same loop back with internal users submitting a
registration on a companys behalf.
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SUPPLIER REGISTRATION EXPANDED DATA CAPTURE

Collect additional supplier profile information in registration flows reducing downstream work required by
internal resources to complete supplier records. New registering suppliers can now indicate the job roles
performed by contacts, needed for establishing Oracle Fusion Supplier Portal user accounts. When the
registration is approved, the selected job roles are provisioned to the contacts user account and privileges are
granted to access the Oracle Fusion Supplier Portal. Also, for improved correspondence between the
supplier and the buyer, addresses and contacts of a supplier can be associated during supplier registration.
The user specifies the supplier contacts that have responsibilities for a specific address location. This
establishes the supplier site contacts that can be assigned on procurement documents.

NEW SUPPLIER IMPORT ENTITIES

The following supplier profile entities are now supported for import: Supplier Business Classifications,
Supplier Products and Services Categories, and Contact Addresses (supported on the Import Supplier
Contacts import process). These are added to the existing supplier profile entities that are available for
import through a user friendly flat file based upload process. In addition, general import reporting
enhancements are included to improve supplier import usability, such as new summary tables displaying
import record counts enabling easy drill down to result details.

IMPORT SUPPLIER PROFILE UPDATES

Supplier import feature enabling customers to update supplier profile data en masse. The ability to apply
common changes across many supplier records is important to the operational efficiency of managing
supplier data. Most profile attributes that can be maintained in the edit supplier user interface can be updated
through the supplier import processes for the supported profile entities. Import actions of Update and
Delete are used to process supplier record changes. However, deletion is only applicable for profile entities
without an inactive date to control the record status.

SUPPLIER QUALIFICATION MANAGEMENT

Oracle Fusion Supplier Qualification Management enables you to streamline the process of qualifying
suppliers according to pre-defined criteria that meaningfully support the procurement function within an
organization. Using Supplier Qualification Management a buying organization can define the requirements
that a supplier should meet, pre-qualify the supplier based on a simpler set of requirements and then qualify
the supplier by performing required verifications. It also allows you to assess and maintain the qualifications
on an ongoing basis.
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CREATE AND MANAGE QUESTIONS

Easily capture and organize your business requirements by creating a library of qualification questions, and
use them for qualifying or assessing various suppliers. All business requirements that a supplier needs to
meet to be qualified are captured as questions in the question library. Create questions to solicit information
from supplier contacts or from users within the buying organization. For each question specify the question
text, the acceptable responses, and the requirements for supporting documents. Optionally map a question
to an attribute in the supplier profile, which allows you to use the information available as part of the supplier
record. When there is a need to request additional information based on a response to a given question,
create follow-up questions for each acceptable response. All questions created in the question library are
available across all procurement business units.

CREATE AND MANAGE QUALIFICATION AREAS

Streamline supplier qualification by creating reusable qualification areas. Qualification areas group related
questions that qualify a specific aspect of the supplier (for example, ISO 14001 certification). For each
qualification area specify the qualification outcomes to be assigned to suppliers during the evaluation process.
Optionally, create qualification areas that only gather information from suppliers without the need to assign a
qualification outcome. All qualification areas are set as global (they are available to all procurement business
units) or as available to one or more specific procurement business units only.

CREATE AND MANAGE QUALIFICATION MODELS

Just like a qualification area is used to evaluate a given aspect of a supplier, a qualification model is used to
qualify the supplier as a whole. A qualification model is a grouping of qualification areas for different aspects
of a supplier that you use in conjunction to qualify the supplier. All qualification models are set as global
(they are available to all procurement business units) or as available to one or more specific procurement
business units only.

CREATE QUALIFICATION AND ASSESSMENT INITIATIVES

Streamline the qualification of one or more suppliers by creating an initiative. Create a qualification initiative
to qualify specific aspects of the supplier by selecting one or more qualification areas such as Financial
Viability or Supplier Code of Conduct. Alternatively, create an assessment initiative for assessing the supplier
as a whole by selecting a qualification model. Easily add suppliers to the initiative using advanced search
capabilities based on multiple supplier profile attributes as well as transaction data. For the initiative, select
the team members responsible for evaluating the qualifications and assessments. For each qualification or
assessment created as part of the initiative, capture the evaluation due date, the owner, the supplier contact.
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Oracle Fusion Supplier Qualification Management will generate questionnaires based on the qualification
models and areas included on the initiative, and send them to each supplier. Optionally customize the
questionnaire to fit your business needs and specify a due date.

CUSTOMIZE QUESTIONNAIRES FOR THE INITIATIVES

During the initiative creation process the application will generate default questionnaires based on the
qualification areas or qualification model added to the initiative. Oracle Fusion Supplier Qualification
Management may generate up to two questionnaires; one to be sent to the supplier contact and one to be
sent to the internal contact within the buying organization. For each questionnaire you enter a title, an
introduction and the due date to submit responses. You can also customize the automatically created
sections on the questionnaire or create new sections. Sections allow you to group questions into logical
subsets. The questionnaire can be further customized by removing existing sections, reordering the display
of sections, moving questions from one section to another and removing questions that are not required. All
changes made to a questionnaire can be previewed before launching the initiative.

RESPOND TO QUESTIONNAIRES
The questionnaires capture supplier or internal responder responses to the questions and are stored in a
single response repository that is used to evaluate suppliers. All recipients of the questionnaire receive a
notification requesting their response to the questionnaire with a link directly to the questionnaire. The
supplier contacts can also access any questionnaires assigned to them through the supplier portal. When a
supplier contact or internal responder selects a questionnaire they are taken to a page where they can provide
answers to each question on the questionnaire. The responders can save and update the questionnaire
response at any time before submitting it for acceptance. The supplier contact or internal responder can
submit the questionnaire once all required responses have been provided.

EVALUATE A QUALIFICATION OR AN ASSESSMENT

Evaluating a qualification or an assessment allows a buying organization to understand the level at which the
supplier meets the requirements. This helps in determining the extent of the relationship that the buying
organization should establish with that supplier. Once the responses submitted by the supplier and the
internal responder are accepted, the evaluation team members can review the responses and decide upon the
qualification or assessment outcome to be assigned to the supplier. During this process the evaluation team
members enter their final comments, assign an outcome and enter a start date and an end date for the
qualification or assessment. Once the qualification or assessment is finalized, the information is available to
research suppliers in Oracle Fusion Sourcing.

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MONITOR SUPPLIER QUALIFICATION ACTIVITY

Easily access and monitor relevant qualification activities from the Overview work area and the Monitor
Initiative page. The Overview work area provides a snapshot of the latest transactions across initiatives and
their current status providing better visibility into your workload. Recent Activities offer details on latest
events and the recommended action to be taken for those events. The Monitor Initiative page provides the
overall progress of a single initiative. This page allows you to manage all aspects of the initiative after it is
launched, from viewing all suppliers on an initiative to the status of the questionnaire responses received
from each supplier. Information on all completed qualifications and assessments on the initiative is also
available. Directly initiate the evaluation process from here as well.

REQUALIFY SUPPLIERS
Suppliers are requalified or reassessed when events such as expiration of supporting documents, expiration of
qualifications or assessments occur. The requalification process can include all activities from the
qualification process such as selecting a qualification area and model selection, soliciting and capturing
responses from suppliers and internal responders, evaluating the impacts of new responses on existing
qualifications and assessments, and assigning outcomes to qualifications and assessments for a complete
requalification. It also includes simple activities such as extending the end date of an existing qualification or
assessment or assigning a new outcome for a quick reevaluation process. Promptly requalify or reassess a
supplier when one of the following events occurs: expiration of existing active qualifications or assessments,
expiration of supporting documents tied to responses that are part of existing active qualifications or
assessments, updated response for questions that are part of existing active qualifications and updated
qualification for qualifications that are part of existing active assessments. Optionally you can requalify or
reassess the supplier at anytime without the occurrence of the above defined events.

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R9_Procurement_RCD_26Sep2014
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