Procurement Impl Rel10 Activity Guide

Lesson 01 Activities: Oracle
Procurement Cloud Course

Overview
Overview
Copyright © Oracle Corporation, 2015. All rights reserved.
Lesson 01 Activities: Orac le Procurement Cloud Course Overview LESSON

Effective 02/28/15 Page 1 of 3 Rev 1
Lesson 01 Activities
Distribution
Oracle Procurement Cloud
Ownership
The Job Title [list@YourCompany.com?Subject=Practices for Lesson 1:
ED_PracticesByLesson-AutoNum.doc] is responsible for ensuring this document is necessary,
reflects actual practice, and supports corporate policy.

User: Any Oracle Single Sign-On

1. (N) docs.oracle.com
2. The Oracle Help Center home page opens providing access to most of the information
available for all Oracle products. This includes guides, release information, instructional
videos, and much more. To access information related to Oracle Procurement Cloud
applications:
(N) > (I) Cloud > (I) Applications > (L) Procurement Cloud
3. To access information related to Oracle Procurement On-Premise applications, from the
Oracle Help Center home page:
(N) > (I) Applications > (T) Fusion Apps > (L) Procurement
4. Note the breadth of resources available from the Get Started page.
(N) > (L) Books
5. Scroll down to the Setup section and click Implementing Procurement.
6. After observing the table of contents click Back in your browser and scroll down to the User
section.
7. Click Using Procurement and observe the table of contents.
8. Close the browser window.

Lesson 02 Activities: Oracle
Fusion Procurement and
Overview
Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
Lesson 02 Activities: Orac le Fusion Procurement and Oracle Procurement Cloud EDA G000
Distribution
Ownership
Demonstration 2-1: Exploring Fusion Applications
User: Any Fusion Sign-On

1. (N) Oracle Fusion Applications > Welcome page
Observe the overall layout and combination of dashboards.
2. Scroll over the global icons to familiarize yourself with their purpose. Some of the significant
ones:
ₒ Navigator
ₒ Favorites and Recent Places
ₒ Watch List
ₒ Notifications
3. Open the Setting and Actions menu. (N) > (L) your name.
Note that the selections here vary based on your security but important ones are those that
enable personalization of your home page and a direct link to the Fusion Application Help
library.
Click Setup and Maintenance.
4. From the Setup and Maintenance work area, click the Favorites icon.
5. Click Add to Favorites and in the Add to Favorites window enter Setup and Maintenance in
front of Overview in the Name field.
6. Click Save and Close to complete the addition of a new favorite.
During this course you will navigate to that page many times. Now you have a quick way to
find it!
7. Open the Navigator menu. (N) > (I) Navigator.
Note that the selections here vary based on your assigned application roles.
8. Enterprises are embracing more social network based tools for collaboration. Oracle Fusion
was designed from day one to simplify this approach. Employees are connected using chat,
collaboration on day to day tasks, and all within the application itself.
Open the Oracle Social Network pane by using the Social icon .
Demonstration 2-2: Exploring Fusion Applications Help
Steps
1. (N) Oracle Fusion Applications > Welcome page
Note the Help icon (the icon with the question mark) to the left of your name.
The Help system can be turned on or off during installation (the default is to be
turned off). If the system is turned on, users can also optionally turn the system off/on for
themselves (if the system is off, help icons do not appear). Users use the help icon in the
navigation bar to turn Help on or off for themselves.
Click the Show Help icon to turn on help.
Click the Help icon for the Notifications region.
2. The Worklist: Notifications and Approvals help window opens. This window displays links to
Help topics related to the Notifications region. Expanding or clicking the link displays the
beginning of the topic. Clicking the More link at the end of the beginning paragraph,
displays the remainder of the topic in an expanded window. Click the Worklist: Highlights
link.
3. If none of the topic links seem to answer your question you can click the More Help link.
This will open the Oracle Fusion Applications Help site and perform a search using the
business process associated with the page you first initiated the help system from.
Click the More Help link.
Note that the Use Applications business process is checked in the Business Processes
menu.
4. Click the All link in the global area. This clears search criteria and presents a search box.
5. Click the Products link in the global area. Note that products are presented segregated by
product families or groups. In this demo you are most interested in the Functional Setup
Manager link within Setup.
Click Functional Setup Manager and then the Manage Application Setup Objects link
from within the Products filter list within the search results page.
6. You can narrow down the number of topics by searching for a term or keyword.
Click the All link in the global area to clear the search criteria.
7. Click the Products link in the global area.
8. Scroll down to the Procurement family and click Self Service Procurement and then the
Create Requisition link from within the Products filter list.
9. Now explore one of the more interesting types of help, the video or demo.
Scroll down to and then click the Placing an Order link.
10. The recorded demo is ready to play. You can control the demo with the standard
Pause/Play, Rewind, Forward, and Restart buttons.
After you have explored enough of the demo, pause it and click the Close Tab icon.
11. Now close Oracle Fusion Applications Help page and look at help available within the
application.
Click the Navigator link.
12. From the Procurement section, click the Purchasing link.
13. From the Orders section, click the Create Order link.
14. You want to look at the Style field in Create Orders window.
Point to the terminology icon in front of Style.
15. Observe the definition that appears briefly when you pointed to the icon.
While you are using the Fusion Procurement application to perform the activities in this
course, look for other types of help that are part of the application page.
16. Click the Cancel button.
17. Click Home in the global area.
The Oracle Fusion Applications user assistance supports your learning and is just a few clicks
away!
Lesson 3 Activities:
Functional Setup Manager
and the Procurement Offering
Overview
Lesson 3 Activities: Functional Setup Manager and the Pr ocurement Offering EDA G000
Lesson 3 Activities
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and the Procurement Offering: EDAG0003.doc] is responsible for ensuring this document is
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Demonstration 3-1: Getting Started with FSM
Steps
1. Navigate to the Setup and Maintenance work area.
2. Click Getting Started from the Tasks pane.
3. All available Fusion Offerings are displayed.
Mouse over the Procurement icon for a description of the Offering.
Click View Related Documents.
4. Click the PDF icon next to the Setup Task Lists and Tasks report.
5. The report can be opened in PDF format and shows a complete list of all set up tasks,
including all prerequisite tasks that should be performed for proper implementation of this
Offering.
Close and return to the Setup and Maintenance work area.
Demonstration 3-2: Configuring Offerings
Steps
2. Click the Configure Offerings link from the task pane area.
3. Select Procurement.
4. Click the icon in the Description column to see the description.
5. Review the Provisioned column. Typically it should show YES indicating the Offering has
been provisioned and can be implemented.
6. Expand Procurement to find related Options.
7. Review the Enable for Implementation check box of Procurement and that of the
following Options: Self Service Procurement, Sourcing, Supplier Portal, and Supplier
Qualification. They should all be selected.
8. Click the Select Features icon for Procurement to verify the related Features.
9. For the purposes of this course most features should be checked.
Deselect Help Customization and notice the dependent feature Custom Help Security
disappears because if the parent is not relevant the dependent also becomes not relevant
for the implementation. This illustrates progressive displaying of dependencies to enable
step by step decision making.
10. Click Save and close to exit.
11. Notice the Implementation Status column. The default setting is “Not Started.” If you were
just getting started you would click on the link and update the status to “In Progress.”
12. Click Cancel to exit.
Demonstration 3-3: Managing Implementation Projects
Steps
2. Click the Manage Implementation Projects link in the Tasks pane.
3. The Manage Implementation Projects page opens.
Click the Create icon.
4. The Create Implementation Project: Enter Basic Information page opens.
Enter the desired information into the Name field. Enter “PRC Training Implementation.”
Press Enter or click somewhere on the page. This also generates the Code for your project.
Tip: Overwrite any defaulted text in the Name field.
5. If your sign-on name does not appear in the Assigned To field, select your <userid>
6. Click Next.
7. On the Create Implementation Project: Select Offerings to Implement page, start by
selecting the Procurement offering and click the Include option.
8. If not expanded, expand the Procurement selection and select the Include options for Self
Service Procurement, Sourcing, Supplier Portal, Supplier Qualification, and Procurement
Contracts.
9. Click Save and Open Project.
10. On the Implementation Project page, your newly created implementation project is
displayed beginning with the top most node of the auto-generated task list.
11. Expand the Procurement top node to view the subsequent levels of the task list.
Note how tasks are organized with the common tasks, which are typically prerequisites,
being listed first followed by common tasks across a product family. Application-specific
tasks are listed at the end. Note that Purchasing tasks are always included as part of the
Procurement offering. Also notice tasks related to Payables, which was not included in the
implementation project, are excluded from the task list.
12. Select and delete the Define Extensions for Procurement task group because you will not
be performing any of those tasks in this course.
13. Expand the Define Purchasing Configuration task group.
14. Select the Define Business Function Configuration task.
15. Click Assign Tasks to assign users to the task.
16. The Assign Tasks pop-up window opens. Selected tasks (here Define Business Function
Configuration) are shown at the top of the page.
Click the Select and Add link in the Actions menu or the Select and Add icon.
17. The Select and Add Users window opens.
Enter your userID in User Id and click Search.
18. Select your userID and click Apply. Then click Done.
19. On the Assign Tasks window, click in the Due Date column for your userID and pick a
date one month from today.
20. Click Save and Close.
21. Expand the Define Business Function Configuration and note the Assigned To and
Due Date columns for the tasks in this list. Note that they are now assigned to you.
22. Select the Define Business Function Configuration task list from the hierarchy and click
the View Reports icon to review available reports for this task list.
Click the View Reports icon.
23. Click the PDF link next to Setup Task Lists and Tasks to open the report and view.
24. Exit from the report.
25. Before exiting the Implementation Projects page, assign all the tasks in your project to
yourself.
Select the collapsed Procurement task and repeat the steps you used earlier for the Define
Business Function Configuration task list.
26. Click Done to return to the Setup and Maintenance work area.
Demonstration 3-4: Entering Setup Data
Steps
2. Click the Assigned Implementation Tasks tab if it is not already the front tab. The page
displays all tasks that have been assigned to your.
3. Notice the filters—Task, Due Date, Status and Implementation Project—which can be
used to narrow down the assigned task list.
4. Find the Manage UN Numbers task.
Tip: Enter the task name in the Task field and click the search icon. When the task appears
in the search results, click the corresponding Go To Task button. The Manage UN
Numbers page to enter setup data is displayed.
5. Click the Add icon.
Enter 1001, Acetylene, 1001, and click Save and Close to return to the assigned task list.
6. Click on the Status icon of the same task.
7. The Edit Status window is displayed.
Change the status to Completed.
8. Enter “This task has been completed” in the Notes field.
9. Click Save and Close to exit.
10. Click the link in the Notes column of the same task.
11. Notice that the note entered in the previous step is displayed.
12. Click Save and Close to exit.
Demonstration 3-5: Search and Perform Task
Steps
2. Click the Overview > All Tasks tab.
3. Enter Manage Purchasing Profile Options in the Name field of the Search region
and click the Search button.
4. Find the task in the Search Results table.
5. Click the corresponding Go to Task icon to open the UI for the task.
6. You could then change setup data as appropriate and use the Save and Close button to
return.
Click Done to return the Overview > All Tasks tab.
Practice 3-1: Creating an Implementation Project
Overview
In this activity, you will create a new implementation project for Procurement. This project will be
used by you to perform the implementation setup tasks throughout this course.
Steps
1. Navigator > Setup and Maintenance
2. Click the Manage Implementation Projects task.
3. Click the Create icon.
4. Enter your student user number plus -PRC Implementation into the Name field. For
example the user prc11.student would create 11-PRC Implementation as a project name.
Press Enter or click somewhere on the page. This generates the Code for your project.
Tip: If there is already a name in the Name field, you can just overwrite it.
5. If your user name does not appear in the Assigned To field, select your user ID.
6. Click Next.
7. On the Create Implementation Project: Select Offerings to Implement page, start by
selecting the Procurement offering by clicking the Include box.
8. If not expanded, expand the Procurement selection and select the Include options for the
following:
 Self Service Procurement
 Supplier Portal
 Sourcing
 Supplier Qualification
 Procurement Contracts
9. Click Save and Open Project.
10. On the Implementation Project page, your newly created implementation project is
displayed beginning with the top most node of the auto-generated task list.
 Expand the Procurement top node to view the subsequent levels of the task list.
 Notice how tasks are organized with the common tasks, which are typically
prerequisites, being listed first followed by common tasks across a product family.
Product-specific tasks are listed near the end.
 You will use your implementation project as a guide for many of the remaining tasks.
11. Click Done, and then click Done again to return to the Setup and Maintenance work area.
Practice 3-2: Creating a Procurement Cloud Implementation User
Overview
This is an optional practice designed to highlight the steps required to manually create a user.
In some training sessions your instructor may ask you to perform this practice. They may also
have you use the created user in the remaining practices for the course.
This practice is not required, as the Oracle provisioned training environment has predefined
student users, and you should have been assigned one of those. Your instructor will direct you
whether to use the provided student user, or the user you create here, in the remaining
practices for the course.
Steps
Create Your User Employee

1. Log in as betty.anderson.
The environment password is same for all users, so use the password that you received in
email.
Note: When performing practices, you will sometimes be directed to log in with different
usernames (such as betty.anderson or PRC_IMPL, for example.) This is required because
in the training environment those users have specific roles assigned that enable them to
perform specific setup steps. For most practices you are expected to use the user assigned
to you.
2. Navigator > Manage Users
3. In the Search Results section, click the Create icon.
4. Enter the following user details:
a. Last Name = your Last Name
b. First Name = your First Name
c. eMail address = your email address
d. Hire date = 1/1/2011
e. User Name = your firstname.lastname
f. Person Type = Employee
g. Legal Employer = US1 Legal Entity
h. Business Unit = US1 Business Unit
i. Job = Buyer
j. Grade = Prof02
k. Department = Support Center US
l. Location = Headquarters
m. Manager = Roth, Calvin
5. Click Autoprovision Roles.
7. Sign out.
Configure Your User Identity

8. Log in as user prc_impl.
9. Navigator > Setup and Maintenance.
10. Search for the “Provision Roles to Implementation Users” task.
11. Select the task and click the Go to Task icon for it.
12. Click the Administration link (upper right corner of page).
13. Search for your user’s last name.
14. Select your user.
15. Click the Roles tab.
16. Click Assign and add the following roles:
Tip: In the dialog search on the first word of role name and select the relevant roles from
the results list. Repeat this step until you have selected all the following roles.
a. Buyer
b. Application Implementation Consultant
c. Application Implementation Manager
d. Accounts Payable Manager
e. Accounts Payable Manager US1 Business Unit
f. Financial Application Administrator US Department Set
g. Financial Application Administrator US Location Set
h. Financial Application Administrator US1 BU Set
i. Financial Application Administrator US1 Business Unit Set
j. HCM Applic Admin – View All
k. IT Security Manager
l. Procurement Application Administrator
m. Procurement Catalog Administrator
n. Procurement Contract Administrator
o. Procurement Manager
p. Procurement Requester
q. Procurement Requester US1 Business Unit
r. Category Manager
s. Supplier Administrator
t. Supplier Manager
u. Supplier Contract Administrator US1 Business Unit (label was changed in this
environment, it is the second Supplier Contract Administrator in the list. You can
confirm the name if you hover over the Role Name column)
v. Supplier Contract Manager
w. Supplier Contract Manager US1 Business Unit
x. Supplier Qualification
y. Business Practices Director US1 Business Unit
z. Enterprise Contract Administrator US1 Business Unit
aa. Warehouse Manager
bb. Warehouse Manager 001
cc. Warehouse Manager 002
dd. Warehouse Manager 003
ee. Cost Accountant
ff. Product Manager
gg. Receiving Agent
Reset Password for New User

17. Click Reset Password.
18. Select Manually Change the Password.
19. Enter Temppass123 as the new password.
20. Click Reset Password.
21. Close the Identity Manager and sign out.
Test New User Login and Set New Password

22. Log in as your new user.
23. Enter the old password of Temppass123.
24. Enter a new password Fusion123 twice.
25. Click Submit.
Activities for Lesson 4:
Common Application
Configuration and
Procurement
Overview
Activities for Lesson 4: Common Application Configuration and Procurement EDA G000
Activities for Lesson 4
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Demonstration 4-1: Common Applications Configuration Tasks
Steps
2. Click the Implementation Projects tab and open your Implementation project.
3. Expand the Procurement task list.
4. Expand the Define Common Applications Configuration for Procurement task list.
5. Expand the Define Synchronization of Users and Roles from LDAP task list.
Discuss the asterisk preceding the task list name and the Run Users and Roles
Synchronization Process task within this group.
6. Click the View Reports icon for this task list and open the PDF report format for Setup
Task Lists and Tasks.
Note this task belongs to the HCM family and the Global Human Resources product , which
is part of the Workforce Development FSM Offering.
Also note the Y in the Required column of the report, which confirms the asterisk seen in
the project task list.
7. Close the Setup Task Lists and Tasks PDF.
8. Continue expanding the remainder of the task lists in the Define Common Applications
Configuration for Procurement task list.
Note the Define Enterprise Structures for Procurement task contains the majority of
common tasks. Most would be completed by the Financials implementation team, or may
be defaulted in by the use of a Fusion Rapid Start implementation.
Also note most of these tasks are discussed in more detail in the implementation guides
referenced in the resources topic, in the course overview lesson.
9. In the Setup and Maintenance work area, click the Done button.
Demonstration 4-2: Exploring Reference Data
Steps
1. Search for and select the Manage Reference Data Sets task in your implementation project.
(N) Procurement > Define Common Applications Configuration for Procurement > Define
Enterprise Structures for Procurement > Define Reference Data Sharing.
2. Click the Go To Task icon to open the Manage Reference Data Sets page.
3. Enter US in the Set Code search field.
4. Click Search.
5. In the Search Results, note the following:
 The Set Code, US1BUSET, is the reference data set for the US1 business unit used by
Vision Procurement.
 The other sets are used by the Vision USA Inc. enterprise.
6. Click the Cancel button and return to the Setup and Maintenance work area.
Demonstration 4-3: Managing Locations
Steps
1. Find and open the Manage Locations task in your implementation project.
(N) Procurement > Define Common Applications Configuration for Procurement > Define
Enterprise Structures for Procurement > Define Enterprise for Procurement.
2. Click the Go To Task icon to open the Manage Locations page.
3. Enter Berlin in the Name field and click the Search button.
4. Click the Berlin link in the search results.
Note the following:
 This location is active. That means other workforce structures (such as departments)
can use it.
 This location is not associated with any inventory organization. That means the location
will be available for selection for use with purchase documents across all inventory
organizations.
 This is the location's main address. A location can have multiple addresses.
5. To add another address to this location, click the Edit button and then click Correct.
6. On the Edit Location page click Add Another Address and then click Copy Main
Address.
7. In the Other Address window enter 57 Hamburgstrasse into the Address Line 1 field.
Let the other fields default.
8. Click OK.
9. Click Submit, then click Yes and OK to the confirmation messages.
10. Click Done to return to the Setup and Maintenance work area.
Demonstration 4-4: Defining Business Units
Steps
1. Continue working with tasks within the Define Enterprise Structures for Procurement task
list, and navigate to the Define Business Units for Procurement task in your Implementation
project.
2. Click the Go To Task icon for the Manage Business Unit task.
Assign Procurement Business Unit Function

3. On the Manage Business Units page click the Create icon.
4. Enter PRC Vision Manufacturing into the Name field.
5. Select the reference data set by opening the Default Set list and select the COMMON set.
Hint: You might have to scroll the list or perform a search.
7. Use the Assign Business Unit Functions Business Functions task to assign all
business functions this business unit will perform. If not already set, you must specify the
business unit scope for FSM in your project.
 Click the Select Scope link for the Assign Business Unit Business Function for
Business Unit task.
 In the Select Scope dialog, select Select and Add in the Business Unit list. Then
select PRC Vision Manufacturing.
 Click the Apply and Go To Task button.
8. Select the first business function for your new business unit:
 Billing and Revenue Management = Enabled
9. Business functions that generate financial transactions will require a primary ledger and a
default legal entity.
10. Open the Primary Ledger list and select the US Primary Ledger for US1 Legal Entity.
11. Continue assigning business unit functions:
 Payables Invoicing = Enabled
 Payables Payments = Enabled
 Procurement = Enabled
 Receiving = Enabled
Note that PRC Vision Manufacturing is now indicated as the Selected Scope business unit.
PRC Vision Manufacturing will have the procurement business function.
Assign Requisitioning Business Unit Function

Next you will create a new business unit, PRC Vision Services, which will serve as a
service client business unit. This business unit will have the requisitioning business
function.
The service provider business unit, PRC Vision Manufacturing, will provide the procurement
business function to PRC Vision Services.
13. Click the Selected Scope link for the Assign Business Unit Business Function task and
select Manage Business Unit.
 Select the Create New Business Unit list item and then click Apply and Go To Task.
14. On the Manage Business Units page, click the Create icon.
15. Enter PRC Vision Services into the Name field.
16. Select the reference data set by opening the Default Set list and select the COMMON set.
18. In your Implementation project click the Select Scope link for the Assign Business Unit
Business Function task.
 In the Select Scope window, select Assign Business Unit Business Function.
 Select Select and Add in the Business Unit list.
 Click the Apply and Go To Task button.
 Search for and select the newly created PRC Vision Services on the Manage
Business Units window.
 Click Save and Close.
19. Assign business unit functions:
 Billing and Revenue Management = Enabled
 Requisitioning = Enabled
20. Select the same Primary Ledger and Default Legal Entity as for PRC Vision Manufacturing.
Define Service Provider Relationship

22. You will now define the service provider relationship.
 Confirm that the Selected Scope for the Manage Service Provider Relationships task
is set to the requisitioning business unit PRC Vision Services.
 Select the Manage Service Provider Relationships task and click the Go to Task icon.
23. Click Add Row to add the business unit that will process requisitions on behalf of Vision
Services.
24. Search for the service provider business unit.
Enter PRC Vision Manufacturing into the Name field and click Search.
25. Click the PRC Vision Manufacturing list item.
26. Click the Apply button.
27. Click the Done button.
29. Select the PRC Vision Manufacturing service provider business unit from the Selected
Scope value for the View Service Clients task.
30. In the Select Scope window, click the Apply and Go To Task button.
31. On the Service Clients page, note that PRC Vision Services is now listed as a service
client of PRC Vision Manufacturing.
Demonstration 4-5: Managing Inventory Organizations
Steps
1. While still in the Define Enterprise Structures task list, expand the Define Facilities for
Procurement list and use the Manage Inventory Organizations task in your implementation
project to open the Manage Inventory Organizations page.
2. Enter or select the inventory organization 001 in the Organization field.
3. Click Search.
4. In the Search Results region, select the 001 Organization and click the Edit icon.
5. In the Basic Information region, note the following:
 The Seattle Warehouse has Usage set as Inventory management.
 Name, Business Unit, and Legal Entity are required fields.
6. Click Next.
7. Note the following in the General Information region of the Manage Inventory
Organization Parameters page:
 Schedule, Item Master Organization, Starting Revision, and Locator Control are
required fields.
8. Click the Cancel button.
Practice 4-1: Creating a Location
Steps
1. (N) Navigator -> Setup and Maintenance
Click Manage Implementation Projects.
2. Search for and select the Implementation project that you created.
3. Click the name link to open the project.
4. Expand the Procurement task list.
5. Search for and select the Manage Locations task.
Procurement > Define Common Applications Configuration for Procurement > Define
Enterprise Structures for Procurement > Define Enterprise for Procurement
7. Enter the location details.
 Select the Location Set as US Location Set.
 Give the location a unique name with your user name. For example, PRC11 Location.
 Enter a code made up of your user name and L: For example, PRC11L.
 Enter Main Address. Note that City/State/Zip is validated:
 Country = United States

 Address Line 1 = 500 Oracle Prkwy
 City = Redwood City
 Zip Code = 94065
8. Click Submit.
9. Click Yes and then OK to the confirmation messages.
10. From the Manage Locations page, click Done.
Practice 4-2: Creating a Business Unit
Steps
Define Your Business Unit

1. From your Implementation project, navigate to and open the Define Business Units for
Procurement task list.
Procurement > Define Common Applications Configuration for Procurement > Define
Enterprise Structures for Procurement > Define Business Units for Procurement
2. Select and open the Manage Business Unit task.
4. Enter the Business Unit name using your student user name as the prefix. For example,
PRC11 Business Unit.
5. Select the Location you created.
6. Select the Default Set of US1BUSET.
Assign Business Functions to Your Business Unit

8. From the implementation project list, select the Assign Business Unit Business Function
task.
 Use the Select Scope link to select and add your business unit for the scope (do not
click the link of BU name; select the row with your BU, then click Save and Close).
9. Add the following functions to your business unit:
a. Materials Management
b. Payables Invoicing
c. Procurement
d. Procurement Contract Management
e. Receiving
f. Requisitioning
10. Select the Primary Ledger as US Primary Ledger with the US1 legal entity.
Configure Set Assignments for Your Business Unit

12. From your implementation project list, select and open the Manage Business Unit Set
Assignment task.
13. On the Manage Set Assignments page, adjust the Reference Data Set Codes as follows:
a. Dashboard Templates = COMMON
b. Departments = USDEPTS
c. Grades = COMMON
d. Jobs = COMMERCIALJOB
e. Locations = USLOCS
f. Performance Templates = COMMON
Configure Service Provider Relationships

15. From your implementation project list, select and open the Manage Service Provider
Relationships task.
16. For the Procurement Service Providers, click the green + Add Row Icon.
17. If your BU has not defaulted, then search for your business unit, select the row, and select
Apply.
18. Search for business unit US1 Business Unit, select the row, and select Done .
Practice 4-3: Creating an Inventory Organization
Steps
1. 1. With the Define Enterprise Structures for Procurement expanded, find and expand the
Define Facilities for Procurement task list, then select and open the Manage Inventory
Organizations task.
3. Enter a Name using your username for the organization name: such as, PRC11 Org.
4. Enter an Organization code: such as, PRC11O.
5. Enter these organization details:
a. Management Business Unit = your business unit
b. Legal Entity = US1 Legal Entity
c. Location Address: Name = your location
6. Click Next.
7. Enter the General details:
a. Schedule = Operations
b. Item Master Organization = your inventory organization
8. From the Lot, Serial Number, and Packing Unit tab, enter or select these Lot details:
 Lot Control, Uniqueness = No uniqueness control
 Lot Control, Generation = At item level
 Serial Number Generation, Uniqueness = Unique within inventory control
 Serial Number Generation, Generation = At organization level
 Serial Number Generation, Starting serial number = 1
10. Click Done.
Securing Oracle Procurement
Overview
Activities for Lesson 5: Secur ing Oracle Procurement EDA G0005.DOC

Effective mm/dd/yy Page 1 of 5 Rev 1
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Demonstration 5-1: Managing User Role Assignment
Background
In this demonstration, you will explore the use of Oracle Identity Manager (OIM) to review and
assigning roles to an existing Fusion user.
Steps
1. Use the “Manage Job Roles” task in your implementation project to open the Oracle
Identity Manager page.
(Procurement > Define Common Applications Configuration for Procurement > Define
Security for Procurement)
2. Switch to administration mode by clicking the Administration link on the toolbar.
3. Select Users in the Search pane.
4. Enter may.gee in the search field and click the search icon.
5. Click the May Gee link in the Search Results pane.
6. A tab opens with details for this user.
Click the Roles tab. The tab displays the roles for May Gee.
7. Note the following:
 The roles ALL USERS and Employee are automatically provisioned when the
employee is created.
 The other roles have all been manually provisioned. For example, Buyer and
Procurement Manager.
Hint: You may need to scroll through the roles display to see all the roles assigned to
May.
 Some roles inherit other roles. For example, expand the Buyer role.
8. Close the Oracle Identify Manger page and return to the Setup and Maintenance work
area.

Practice 5-1: Managing Procurement Agents
Overview
As part of configuring the application for Procurement, you need to set yourself up as a
procurement agent.
Subsequent practices in this course will require your user to have access to functions available
to a procurement agent. Complete this practice with the user the instructor has directed you to
use for the remaining practices in this course, whether the provided student user, or the user
you created in an earlier practice.
Steps
1. From the Define Common Procurement Configuration group in your implementation project,
select the Manage Procurement Agents Task, and click the Go to Task icon.
Set Up as Procurement Agent for Your Created Procurement BU

3. Enter the name of the business unit you created for a Procurement BU in an earlier
practice. For example, PRC11 Business Unit.
4. In Agent, enter your username in the format: last, first.
 For a seeded student user such as prc11.student, you might enter Student, PRC11.
 For a user you created, you might enter Doe, John.
Tip: Use the Search function to locate the precise name format for your user.
5. For Agent Access, enter or select the following:
a. Select Allowed for all Actions.
b. In Access to Other Agent’s Document, select Full for the following Actions: Manage
Requisitions, Purchase Orders, Purchase Agreements, Negotiations and Supplier
Qualifications.

7. Click OK for the confirmation.
Set Up as Procurement Agent for US1 Business Unit

9. Repeat defining the same options for your user but for US1 Business Unit.
11. Click OK to the confirmation.
12. Click Done.

Defining and Managing
Approvals
Overview
Activities for Lesson 6: Defining and Managing Approvals EDA G0006.DOC

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Demonstration 6-1: Managing Task Configurations
Background
Use the Oracle BPM Worklist work area accessed using the Manage Task Configurations for
Procurement task to review approval policies. In the Tasks to be configured pane, review the
predefined requisition approval task and review its details.
There are two approval tasks used in Oracle Fusion Procurement:
 Document Approval: All procurement documents
 ReqApproval: All requisitions
Steps
1. Use the “Manage Task Configurations for Procurement” task to open the Oracle BPM
Worklist work area.
2. From the Task Configuration tab, click the ReqApproval task in the Tasks to be configured
pane.
3. You could make changes in the Assignees section.
Click the Assignees tab.
 Note the policies selected for assignment and routing policy.
 Note that you can flip the graphical flow to vertical by clicking Switch to Vertical
Layout.
4. Click the HeaderHierarchy policy icon in the HeaderStage stage.
5. Now you can view list builder rule sets and conditions here.
Click HeaderHierarchy from the Business rule link.
 The Requisition Supervisory Self Approval under 50K rule allows for requisition self
approval for amounts under $50,000.
 The Requisition Supervisory 50k rule indicates that the supervisory hierarchy will be
used for amounts equal or greater than $50,000.
Expand the rules to view the IF/THEN logic.
7. You could make changes to the rule set in edit mode by clicking the Edit icon. While in edit
mode, the following actions are available:
 Use the Save icon in the toolbar. Your changes are retained even if you sign out, but
are not yet in effect.
 To discard all changes, saved or not, use the Reset icon.
 Click the Commit task icon to deploy your saved changes so that they are in effect.
8. Click Go back to Assignees.
Important!: If you made any changes, click the Reset icon.
9. Close the Oracle BPM Worklist work area and return to Setup and Maintenance.
Information: If the task is not predefined as rule-based, then the behavior does not need to be
changed, and you get a message stating that you cannot edit the task. Technical administrators
can still edit the task in Oracle JDeveloper.

Demonstration 6-2: Managing Approval Groups by Using the BPM
Worklist Application
Background
Use the Oracle BPM Worklist work area accessed using the Manage Approval Groups for
Procurement task to review approval groups. In the Groups pane review the Category Servers
group.
Steps
1. Use the “Manage Approval Groups for Procurement” task to open the Oracle BPM
Worklist work area.
2. The Approval Groups tab of the Oracle BPM Worklist work area opens.
Click the Category Approval group.
Note that for InFusion, all Purchasing documents will self approve. Any requisitions will go
to tiffany.irving as indicated by the Members diagram. All other requisitions over $50,000
will be routed to the requester's supervisor.
3. The Add icon is used to add a new group.
4. Use the controls in the Members region to add additional approvers to the Category
Servers group.
6. The Add to Group window opens.
7. Enter calvin.roth for the user to add.
Click the OK button.
8. Note that calvin.roth was added to the approval group.
9. Click the Revert button.
10. Close the Oracle BPM Worklist work area and return to Setup and Maintenance.

Demonstration 6-3: Creating a Nested Condition
Background
Use FSM to go to the Manage Requisition Approvals task.
In this demonstration we will create a nested condition for the autoapproval of requisitions less
than 5000 created in USA BU1 and US1 Business Units.
Steps
1. Start by clicking the Goto Task button for the Manage Requisition Approvals task in FSM.
2. Select the Header Stage with Header Consensus Participant row.
3. Click the Edit Rules button.
4. Click Create to create a new nested condition.
5. Enter the rule name and a description.
6. Enter Auto Approve Requisitions Less than 5000. in the Rule field.
7. Enter Autoapprove requisitions less than 5000 for business unit US1 Business
Unit in the description field.
8. Click OK.
9. Click the Add Condition button.
10. Select Approval Task Attribute from the Task drop-down list.
11. Search for and select Requisition Amount Requisition Header in the Attribute field.
12. Select the Less Than operator.
13. Enter the value 5000.
14. Click OK.
15. Make sure the row for the condition is selected so the additional operators appear in the
correct place.
16. Click the Add Operator button.
17. Click the As Parent menu.
18. Click OK.
19. Notice the operator AND appears as the top node in this condition.
20. Add another operator for the condition. Make sure the correct AND row is highlighted in the
condition table.
21. Click the Add Operator button and select As Child.
22. Select the OR Operator.
23. Click OK.
24. Now, add the business unit that we want this condition to apply to.
25. Highlight the OR condition row.
26. Click the Add Condition button.

27. Select As Child.
28. Set type to: Approval Task Attribute.
29. Enter Requisitioning BU Requisition Header in the Attribute field.
30. Set Operator to: Equals.
31. Select USA BU1 from the Value list.
32. Click Add Another.
33. Set type to: Approval Task Attribute.
34. Enter Requisitioning BU Requisitioning Header in the Attribute field.
35. Set Operator to: Equals.
36. Select USA1 Business Unit from the Value list.
37. Click OK.
38. Now you will add an action.
39. Click the Add Action button in the Actions region.
40. Select Automatic from the Action Type.
41. Click OK.
43. Click Done.

Demonstration 6-4: Creating User-Defined Attributes
Background
Use FSM to go to the Manage Requisitions task.
In this demonstration you will create a User Defined Attribute.
The Procurement Category Hierarchy Setup contains Computers as a parent category of
multiple purchasing categories including Laptops, Desktops, and Servers. For this
demonstration, create a User Defined Attribute where if the requisition contains any lines
associated with these purchasing categories and the Computer spend is greater than $10,000,
then the requisition will be routed three levels up the requester's supervisory hierarchy .
Steps
1. Click the Manage Requisition Approvals Task in FSM.
2. Click the Manage User-Defined Attributes button.
4. Enter Total Computer Spend in the attribute name field.
5. Click the Type list.
6. Change the Type to Summation.
7. Select Approval Amount list item from the Attribute list.
8. Click the Hierarchy list item from the first Match Using list.
9. Select the Category Name list item.
10. Enter Computers in the Rolls up To field.
11. Click OK.
12. Click Done.
13. Next, you will set up approval routing rules. Be sure the Header Stage Header Consensus
row is highlighted.
14. Click Edit Rules.
15. Click Create.
16. Name the rule Computer Total Spend.
17. Add the description Computer Spend.
18. Click OK.
19. Make sure the new rule Computer Total Spend is highlighted.
20. Click Add Condition.
21. Select User Defined Attribute from the Type list.
22. Select Total Computer Spend from the Attribute list.
23. Select Greater Than from the Operator list.
24. Enter 10000 in the Value field.
25. Click OK.

26. Click Add Action.
27. Select the Approval Required Action Type list item.
28. Select Supervisory Hierarchy from the Route Using list item.
29. Enter 3 in the Number of Approval Levels field.
30. Enter Kennedy, Anita in the Top Worker in Hierarchy field.
31. Click OK.
33. Click Done.

Setting Up the Procurement
Common Functions
Overview
Activities for Lesson 7: Setting Up the Pr ocurement Common Functions EDA G000
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Demonstration 7-1: Defining a Supplier Business Classification
Lookup
Steps
1. Navigate to the Manage Business Classification Lookup page.
(Implementation Project > Define Common Procurement Configuration > Define Supplier
Configuration > Manage Business Classification Lookup).
2. Click the Add icon in the POZ: Business_Classifications: Lookup Codes region to add a
new browsing category.
3. When the open row in the table below appears:
Enter PRC_COMPUTER_CONSULTING as the Lookup Code.
4. Enter your student number as the display sequence value.
5. Select today’s date as the Start Date.
6. Enter PRC Computer Consulting Services as the Meaning.
7. Enter PRC Class business classification lookup as the Description.
Demonstration 7-2: Defining a Products and Services Hierarchy
Steps
1. Navigate to the Manage Supplier Products and Services Category Hierarchy page.
(Define Common Procurement Configuration > Define Supplier Configuration > Manage
Supplier Products and Services Category Hierarchy)
2. Highlight the Root Category row.
3. Click the Create icon to add a new browsing category.
4. On the Create Browsing category pop-up, enter the category name. Enter PRC Computer
Accessories.
5. Optionally provide a description.
7. Highlight the new PRC Computer Accessories row and click Insert Item Categories.
8. From the list, select one of the available categories such as Digital Camera.
9. Click Apply.
10. Expand your PRC Computer Accessories category to view the categories you added.
11. Click Done.
Demonstration 7-3: Defining Payment Terms
Steps
Create the Payment Term

1. From the Define Common Procurement Configuration task group use the Manage Payment
Terms task to access the Manage Payment Terms page.
2. Click the Create icon to create access the Create Payment Terms page.
3. Enter:
Name = XXTerm
Description = Net in 90 days. Discount for payment in 30 days.
Create the Discounts

1. Click the Add icon for Installments.
2. In the Installments table, enter:
Due = 100
Days = 90
3. In the Discount region under the First Discount table header, enter:
Discount = 10
Day of Month = 30
4. In the Set Assignments table click the Add icon to create a new row:
Set Code = COMMON
6. Click Done.
Demonstration 7-4: Managing Common Options for Payables and
Procurement
Steps
1. Navigate to the Manage Common Options for Payables and Procurement page.
(Define Purchasing Configuration > Define Business Function Configuration > Manage
Common Options for Payables and Procurement).
2. If not already done, set the scope for the business unit US1 Business Unit.
 Click Select and Add on the Scope Selection: Business Unit page.
 Select the row for the business unit US1 Business Unit.
 Click Save and Close. Hint: You may need to scroll the window to find Save and
Close. The Business Unit field is populated with your business unit. Now you are ready
to set the common options within the context of the business unit.
3. Click the Go to Task icon for the Manage Common Options for Payables and
Procurement task. The business unit name should display below the page title.
 Expense Accruals
 Self-Billed Invoices
 Legal Entitiy Information
5. Click Cancel.
6. Click Done.
Demonstration 7-5: Creating a Purchasing Line Type
Steps
1. Use the Manage Purchasing Line Types task to access the Manage Purchasing Line
Types page.
(Procurement > Define Purchasing Configuration > Define Purchasing Document
Configuration > Manage Purchasing Line Types)
2. On the Manage Purchasing Line Types page, click the Add icon.
3. Enter the desired information:
 Line Type = PRC Computer Goods\
 Description = PRC Special order computer goods
 Code = PRCSOCGoods
 Purchase Basis = Goods
 Category = Computer Supplies (search on the value comp)
 UOM = Ea
 Leave remaining fields empty.
Demonstration 7-6: Configuring a Procurement Business Function
Steps
1. Navigate to the Configure Procurement Business Function page from your
implementation project.
(Procurement > Define Purchasing Configuration > Define Business Function Configuration
> Configure Procurement Business Function)
2. If not already done, set the scope for your business unit.
 Click the Selected Scope link to open the Scope Selection: Business Unit window.
 Select the Business Unit row for your PRC Vision Manufacturing business unit.
If it is not listed select Select and Add, then Apply.
 Click Save and Close.
3. Click the Go To Task icon for the Configure Procurement Business Function task.
4. In the General region, set:
 Payment Terms to End of Month
 Buyer to your sign on
 Inventory Organization to 001
 Line Type to the line type you defined previously
 Currency to USD
 Leave the other fields blank or accept the default.
5. In the Purchasing region, set:
 Maximum File Size = 100
 Maximum Lines = 100
 Click Use need-by date under Group requisitions.
 Click Default promise date from need-by date.
6. In the Sourcing region, set:
 Rank Indicator to Best or trailing
 Click Display best price in blind negotiations
8. Click Done.
Practice 7-1: Configuring Your Business Unit
Overview
In this practice, you will perform some additional Procurement specific configuration tasks
required to use your Procurement business unit to enter transactions.
Steps
Configure Procurement Business Function for Your BU

1. Select the Configure Procurement Business Function task from the Define Business
Function Configuration group within the Define Purchasing Configuration group .
2. Set your business unit by using the Select Scope link.
3. Click the Go To Task icon for the Configure Procurement Business Function task.
4. Enter the General business unit details:
a. Inventory Organization = your Inventory Org
b. Currency = USD
c. Buyer = your user
5. Enter Purchasing details:
a. Maximum File Size Megabytes = 20
b. Maximum Lines in PDF = 1000

7. You will receive a confirmation, click OK.
Configure Requisitioning Business Function for Your BU
8. From the Define Purchasing Configuration group, select the Configure Requisitioning
Business Function task.
9. In One Time Location enter Headquarters.
10. In Default Procurement BU, verify your business unit.
11. In Ship to location enter your location.

13. You will receive a confirmation, click OK.
Common Options for Payables and Procurement

14. From the Define Purchasing Configuration group, select Manage Common Options for
Payables and Procurement task.
15. Enter the following configuration (enter, then copy/paste and modify as indicated):
a. Liability = 101.10.22100.000.000.000
b. Prepayment = 101.10.13500.000.000.000
c. Conversion Rate Variance Gain = 101.10.78630.120.000.000
d. Conversion Rate Variance Loss = 101.10.78630.120.000.000
e. Discount Taken = 101.10.77600.120.000.000
f. Miscellaneous = 101.10.60540.120.000.000
g. Freight = 101.10.62510.120.000.000
h. Realized Gain Distribution = 101.10.78610.120.000.000
i. Realized Loss Distribution = 101.10.78610.120.000.000
16. Select At receipt for Accrue Expense Items.
Receiving Parameters for Your BU

18. From the Define Receiving Configuration for Procurement group, select the Manage
Receiving Parameters Task.
19. Select your inventory organization.
20. Select or enter the following:
a. Receipt Routing = Direct delivery
b. Allow substitute receipts = No
c. Receipt Number: Generation = Automatic
d. Receipt Number: Type = Numeric
e. RMA: Receipt Routing = Direct delivery
f. RMA: RMA Validate Lots = Unrestricted
Practice 7-2: Configuring BU Tax (Turning It Off)
Overview
In this practice, you will perform some additional Procurement specific tax related
configuration tasks required to simplify the use of your Procurement business unit to enter
transactions.
Steps
Tax Regimes
1. From the Define Tax Configuration group in the Define Common Procurement
Configuration group, select and open the Manage Tax Regimes task.
2. Search for and select the US Sales and Use Tax Regime.
a. Search for Country starts with “Un”.
b. Select and open US Sales and Use Tax.
3. Click the Edit button at the upper right corner of the page.
4. Under Configuration Options, click the Add Row icon.
5. Enter or select the following:

a. Party Name = your business unit
b. Configuration for Taxes and Rules = Common configuration with party override
c. Configuration for Product Exceptions = Common configuration
d. Effective Start Date = 1/1/1950

8. Click Done.
Configuration Owner Tax for Three Events

9. From the Define Tax Configuration group click the Go to Task icon for the Manage
Configuration Owner Tax Options task.
10. Select the US Sales and Use Tax regime.
12. Enter or select the following configuration details:
a. Configuration Owner = enter your business unit
b. Event Class = Purchase Requisition for Enterprise Tax
c. Start Date = 1/1/11
d. Regime Determination Set = STCC
e. Allow tax applicability check box = deselect
13. Click Save and Create another.
b. Event Class = Purchase Order and Agreements for Enterprise Tax
e. Allow tax applicability check box = deselect
15. Click Save and Create Another.
b. Event Class = Change Orders for Enterprise Tax
e. Allow tax applicability option = deselect
18. Click Done.
Practice 7-3: Adding the Roles for Your BU
Overview
Some non-Procurement (BU) roles were automatically created when you created your own
business unit in earlier practices of this course. In this practice, you will add those roles to
your user.
Steps
1. From the Define Implementation Users group in Define Common Applications Configuration
for Procurement group, select and open the task Provision Roles to Implementation Users.
2. On the Oracle Identity Manager Self-Service page, click Administration (upper right corner).
3. Search for your user’s last name.
4. Click your user.
5. Select the Roles tab.
6. Assign the following roles:
a. Procurement Requester <your BU>
b. Warehouse Manager <your Inventory Org>
c. Accounts Payable Specialist <your BU>
d. Accounts Payable Manager <your BU>
e. Accounts Payable Supervisor <your BU>
7. Close the Identity Manager.
8. Sign out.
Practice 7-4: Configuring Transaction Accounting
Overview
This practice is optional. It provides an example of how you might use the Transaction Account
Builder to enter an account when one is not defaulted through the normal process.
It is not needed for any of the subsequent practices included in this course, and will not impact
any other practices included in this course.
Steps
1. Navigate to the Define Transaction Accounts task group in your implementation project.
(Define Common Procurement Configuration > Define Transaction Accounting for
Procurement > Define Transaction Account Rules > Define Transaction Accounts).
2. Click Go To Task for the Manage Mapping Sets task.
3. Select and click the Expense Accrual Account – Business Unit record.
4. Select the US Chart of Accounts row in the Chart of Accounts table.
5. In the US Chart of Accounts: Mappings section (third table), click Add Row icon.
6. Enter your business unit name (exactly, as there is no validation on this field) into the Input
field.
7. Enter 101.10.24220.000.000.000 into the Output field (this will be the expense
accrual account mapped to your business unit).
8. Enter an Effective Start Date = 01/01/2000
10. Click Done.
Suppliers
Overview
Activities for Lesson 8: Suppliers EDA G0008.DOC

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Demonstration 8-1: Checking Procurement Agent Status
1. Sign on to the application with your instructor sign-on.

2. Navigate to the Manage Procurement Agent page.
(N) > Tools > Setup and Maintenance > (T) All Tasks > Search on manage procurement
agent > (I) Go to Task
3. On the Manage Procurement Agents page, select the US1 Business Unit if it has not
defaulted.
4. Enter your instructor sign-on in the Agent field in the format last name, first name, for
example INSTRUCTOR, Prc50.
5. Click Search.
6. If the search returns no row for your sign-on, then you are not defined as a procurement
agent. Continue with the next step.
Define your sign-on as a procurement agent

2. On the Create Procurement Agent page, select the US1 business unit.
3. Search on your instructor sign-on. Remember the format is last name, first name.
4. When you have the US1 business unit and your sign-on appearing, click Save and Close.
5. Click OK to confirm if asked.
6. You are now defined as a procurement agent for the US1 business unit.

Demonstration 8-2: Creating Supplier
Create Supplier Header
1. Sign on with your instructor sign-on.
2. Navigate to the Create Suppliers page.
(N) Navigator > Procurement > Suppliers (H) > Create Supplier (H).
3. A pop-up box will appear. Enter values as shown:
Field Name Value

Supplier PrcXX Corp
Business Relationship Spend Authorized
Tax Organization Type Corporation
Tax Country United States
Taxpayer ID Repeat your two digit student number three times.
For example, if you are Prc50.Student, enter
505050
4. Click Create.
5. On the Profile tab on the Edit Supplier page, select Services for the Supplier Type.
6. Click the Addresses tab.
Create Supplier Address

2. On the Create Address page enter:
Field Name Value

Address Name Main
Address Line 1 1234 Main
City Foster City
State CA
Postal Code 94404
3. Select the Ordering and the Remit to check boxes.

Create Supplier Site
Now you are ready to enter the site information.
1. Click the Add icon for the Sites tab in the Address Details section under Additional
Information.
2. Select the US1 Business Unit, if it has not defaulted.
3. Ensure that the Purchasing and Pay check boxes are selected.
4. Click Save and Close and then OK. This will take you back to the Edit Supplier page for
your supplier.
5. Click on the Sites tab and then click on the Site name link.
6. This takes you to the Edit Site page.
Site information is specific for a business unit. Therefore you would need to repeat this process
for each business unit site you create. You can tell which business unit you are setting site info
up for by looking at the top left corner of the page. The first line identifies the procurement BU.
Now you will specify the invoicing, payments and site assignments.
1. Check the Primary Pay check box.
2. Click the Invoicing tab. Enter your values as follows:
Field Name Value

Invoice Currency USD
Payment Currency USD
Hold Unmatched Invoices No
Payment Terms Net 30
Always Take Discount No
Exclude Freight From Discount No
Exclude Tax From Discount No
Create Interest Invoices No
3. Click the Payments tab

4. Highlight the Payment Method of Check and click the green check mark. The line should
now have a checkmark in the Default column for the Check Payment Method.
5. Click the Site Assignments tab
6. Click the Add icon to add your client business units. Since you are in your business unit
site, you will only add yourself. From the Client BU menu, select US1 Business Unit.
7. Click Save and Close and then OK. This takes you back to the Edit Supplier page.
(Notice there is a warning icon next to your Procurement BU value. If you mouse over the
icon, a message says that this site has no contacts. You will define a contact to the site in
the next practice.)
8. Click Save and Close and OK to confirm.

Demonstration 8-3: Performing Additional Supplier Definition Tasks

2. Navigate to the Manage Suppliers page.
(N) Procurement > (H) Suppliers > (H) Manage Suppliers
3. Search on the supplier definition you created in Activity 1 (Hint: the na me will be PrcXX
Corp).
4. Access the supplier definition by clicking the name link.
5. On the Edit Supplier page, click the Transaction Tax tab. Hint: This tab in under the
Profile Details region of the page.
6. Enter the following values:
Field Name Value

Allow Tax Applicability Checked
Rounding Level Header
Rounding Rule Nearest
Set Invoice Value as Tax Inclusive No
7. Click the Sites tab, located at the top of the page. Mouse over the yellow alert icon for the
Purchasing site line. Note the warning message: This site has no active contacts.
8. Click the Contacts tab.
9. Click (I) Create. Enter the following values:
Field Name Value

First Name Randy
Last Name Sim
Email randy.sim@PrcXX.com
10. Click the Add icon in the Contact Addresses section.

11. Using the Select and Add pop-up, highlight the Main address (there should be only one
entry). Click Apply and then OK.
12. Check Create user account. Scroll and you will see the default roles that will be assigned
to your new contact.
13. Click Save and Close in the top-right corner of the page, and click OK to confirm your
changes. You return to the Edit Supplier page.

14. Click Save and Close and OK to confirm. You return to the Manage Suppliers page. Your
Prcxx Corp definition should still show in the Search Results table. Click the name link.
15. Click the Sites tab. Notice that the alert icon is gone. By associating the contact with the
site address, you also automatically associated the contact with the site itself.
16. Click the Site link under the Site column.
17. Click the Purchasing tab.
18. In the Consigned Inventory region, select Pay on use.
19. Under Self Billing, set:
Invoice Summary Level = Receipt
Create debit memo from return = check.
20. Click the Receiving tab (you may need to scroll to view the tab). Set Receipt Routing =
Direct Delivery.
21. Click the Site Assignments tab. Notice the application has already created an entry for this
based on the business unit that was used during the supplier registration.
22. To propagate your site definitions across multiple business units, click Autocreate
Assignments.
23. Click Save and Close
24. Click OK.

Demonstration 8-4: Supplier Registration Flows
In this demonstration, you will show how the supplier registration page can be configured to
provide flexibility for different registration flows.
Show the default registration page

2. Create a new negotiation. In the Create pop-up window, make sure you are using the
Standard Negotiation style. Click Create.
3. When the negotiation document appears, go directly to the Suppliers page by clicking the
Suppliers train stop.
4. Choose Register and Add from the Actions menu in the Suppliers region.
5. Point out that according to the default registration configuration, the registration page asks
for all the supplier detailed information (Addresses, Business Classifications, Bank
Accounts, and Products and Services). Toggle between a Business Relationship value of
Prospective Supplier and Spend Approved to show that the registration page does not
change.
6. Click Cancel to exit the Register and Add Supplier page.
Modify the registration page
1. In Functional Setup Manager, navigate to the Configure Supplier Registration page.

2. (N) > (H) Setup and Maintenance > (T) All Tasks > search on configure supplier
registration > (I) Go to task
3. On the Configure Supplier Registration page, hide Business Classifications and Bank
Accounts for prospective supplier registrations, but leave them required for Spend
Authorized registrations.
4. Under Default Business Relationship for Registration Sources region, set Sourcing to
Prospective Suppliers if it has not already defaulted. This will set the default business
relationship for any registration requests originating from Sourcing to be prospective
supplier.
Create a new negotiation and view the modified registration flow

1. Return to Sourcing and create a new negotiation.
2. Go to the Suppliers page and choose Register and Add from the Actions menu.
3. Because all registration requests originating from Sourcing now default to prospective
suppliers, and because business classification and bank account information are hidden by
default for all prospective supplier registrations, you should not see regions for Business
Classifications or Bank Accounts on the supplier registration page. They were
suppressed by the new registration configuration for prospective suppliers.

4. Change the Business Relationship menu to spend authorized. Notice that the regions for
Business Classifications and Bank Accounts now appear.
5. Change Business Relationship back to prospective supplier.
6. Complete the registration page information (make a note of the supplier name that you use)
and save it to submit the registration request for approval. At the very least, you should
enter values for:
 Company
 Tax Organization Type
 Tax Country
 Taxpayer ID
 Create a contact with first name, last name, and an email.
Approve registration requests

1. Navigate to the Manage Supplier Registration Requests page.
(N) > (H) Suppliers > (H) Manage Supplier Registration Requests
2. On the Manage Supplier Registration Requests page, you should see the registration
request for the supplier you just created.
3. In the Search Results region, highlight the registration request.
4. From the Approval Status menu, select Approved.
5. Optionally, access the Source menu and select Sourcing Invitation.
6. Click Done.
7. Note that this just accepts the request and forwards it on for approval.

Demonstration 8-5: Configuring Supplier Portal
Specify roles the supplier can grant to supplier contacts
1. Sign in with your instructor sign-on

2. Navigate to the Manage Supplier User Roles page.
(N) > (H) Setup and Maintenance > (T) All Tasks > search for define supplier portal
configuration > expand the task group > (I) Go to task for the Manage Supplier User Roles
task.
3. On the Manage Supplier User Roles page, you can see all the provisionable roles listed
under the Role column. The Description column provides explanations of the capabilities
of each role. For each role, there are also three columns of check boxes:
 Allow Supplier to Provision
 Default for Supplier Portal
 Default for Sourcing.
The Allow Supplier to Provision column indicates which roles that you will allow the Supplier
Self Service Administrator to grant to other supplier users.
Set default roles for registration requests
Use the two remaining check box columns to identify which roles appear by default as grantable
to supplier contacts when you are creating a supplier registration request from either Supplier
Portal or from Sourcing. This streamlines the process for creating supplier accou nts, so that
when you are create a user account for a supplier contact, you can simply select which roles
you grant the supplier contact from the set of roles that appear by default.
For example, for registration requests coming from Sourcing, you probably want the supplier
bidder role to always show up as grantable list, but not want the supplier accounts receivable
specialist or the supplier customer service representative to ever show up.
1. After you have specified your provisionable roles and default assignments, click Save and
Close.
Set other Supplier Portal attributes

1. When you return to the Overview page, search and find the Specify Supplier News Content
task and click Go to Task. On the Specify Supplier News Content page, you can enter
messages or broadcast alerts that you want to appear to all the supplier conta cts who sign
in to Supplier Portal.
2. Note also that you can update the text of existing messages and define new messages.
Also note that you can control the timing of notifications.
3. Sign out of the application.

Practice 8-1: Creating a Procurement Agent
Overview
In this practice, you will check your student sign-on for its status as a procurement agent. If your
sign-on is already defined as a procurement agent, you can skip this practice. If your sign-on is
NOT defined as a procurement agent, use the instructions in this practice to define yourself as a
procurement agent.
Assumptions
 You have a unique student sign on in the format Prcxx.Student. Throughout this
practice, you may need to create various objects. To ensure uniqueness, the
instructions will typically tell you to add a prefix to the name of the object you are
creating. This prefix is based on the two-digit number of your sign-on.
For example, the instructions will say “Create a new item. Call your item XXMailing
Envelope.” In this case, if your sign-on is Prc50.Student you will name your new item
50Mailing Envelope.
 You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
 Check your sign-on status
 Define your sign-on as a procurement agent

Solution: Creating a Procurement Agent
Check your sign-on status

1. Sign on to the application with your student sign-on.
2. Navigate to the Manage Procurement Agent page.
(N) > Tools > Setup and Maintenance > (T) All Tasks > Search on manage procurement
agent > (I) Go to Task
3. On the Manage Procurement Agents page, select the US1 Business Unit if it has not
defaulted.
4. Enter your student sign-on in the Agent field in the format last name, first name, for
example STUDENT, Prc50.
5. Click Search.
6. If the search returns no row for your sign-on, then you are not defined as a procurement
agent. Continue with the next step.
Define your sign-on as a procure ment agent

2. On the Create Procurement Agent page, select the US1 business unit.
3. Search on your student sign-on. Remember the format is last name, first name .
4. When you have the US1 business unit and your sign-on appearing, click Save and Close.
5. Click OK to confirm if asked.
6. You are now defined as a procurement agent for the US1 business unit.

Practice 8-2: Creating a Supplier
Overview
In this practice, you will create a simple supplier definition. You will define the high-level
information for the new supplier. You will also define an address and specify a site definition.
Assumptions
 You have a unique student sign-on in the format Prcxx.Student. Throughout this
50Mailing Envelope.
Tasks
 Create supplier header
 Create supplier address
 Create supplier site

Solution: Creating a Supplier
Create Supplier Header

1. Sign on with your student sign-on.
2. Navigate to the Create Suppliers page.
(N) Navigator > Suppliers (H) > Create Supplier (H).
3. A pop-up box will appear. Enter values as shown:
Field Name Value

Supplier PrcXX Corp
Business Relationship Spend Authorized
Tax Organization Type Corporation
Tax Country United States
Taxpayer ID Repeat your two digit student number three times. For
example, if you are Prc50.Student, enter 505050
4. Click Create.
5. On the Profile tab on the Edit Supplier page, for Supplier Type, select Services.
6. Click the Addresses tab.
Create Supplier Address
7. Click the Create Icon.

8. On the Create Address page enter:
Field Name Value

Address Name Main
Address Line 1 1234 Main
City Foster City
State CA
Postal Code 94404
9. Select the Ordering and the Remit to check boxes.

Create Supplier Site
Now you are ready to enter the site information.

10. Click the Add icon for the Sites tab in the Address Details section under Additional
Information.
11. Select the US1 Business Unit, if it has not defaulted. Note that since you arrived on this
page from the create address flow, the address name is used as the Site Name.
12. Ensure that the Purchasing and Pay check boxes are selected.
13. Click Save and Close and then OK. This will take you back to the Edit Supplier page for
your supplier.
14. Click on the Sites tab and then click the Site name link.
15. This takes you to the Edit Site page.
16. Site information is specific for a business unit. Therefore you would need to repeat this
process for each business unit site you create. You can tell which business unit you are
setting site info up for by looking at the top-left corner of the page. The first line identifies
the procurement BU.
Now you will specify the invoicing, payments and site assignments.
17. Select the Primary Pay check box.
18. Click the Invoicing tab. Enter your values as follows:
Field Name Value

Invoice Currency USD
Payment Currency USD
Hold Unmatched Invoices No
Payment Terms Net 30
Always Take Discount No
Exclude Freight From Discount No
Exclude Tax From Discount No
Create Interest Invoices No
19. Click the Payments tab. (You may need to scroll up to see the tab.)
20. Highlight the Payment Method of Check and click the green check mark. The line should
now have a check mark in the Default column for the Check Payment Method.
21. Click the Site Assignments tab.

22. Click the green + sign to add your Client business units. These are your company’s
business units. Because you are in your business unit site, you will only add yourself. From
the Client BU menu, select US1 Business Unit.
23. Click Save and Close and then OK. This takes you back to the Edit Supplier page.
(Notice there is a warning icon next to your Procurement BU value. If you mouse over the
icon, a message warns that this site has no contacts. You will define a contact to the site in
the next practice.)

Practice 8-3: Performing Additional Supplier Definition Tasks
Overview
In this activity, you will create a contact for your supplier definition and specify additional
attributes.
Assumptions
50Mailing Envelope.
Tasks
 Create supplier contact
 Specify purchasing and receiving attributes for the supplier site.

Solution: Performing Additional Supplier Definition Tasks

2. Navigate to the Manage Suppliers page.
(N) > (H) Suppliers > (H) Manage Suppliers
3. Search for the supplier definition you created in Activity 1 (Hint: the name will be PrcXX
Corp).
4. Access the supplier definition by clicking the Supplier Name link.
5. On the Edit Supplier page, click the Transaction Tax tab. Hint: This tab in under the
Profile Details region of the page.
6. Enter the following values:
Field Name Value

Allow Tax Applicability Checked
Rounding Level Header
Rounding Rule Nearest
Set Invoice Value as Tax Inclusive No
7. Click the Sites tab, located at the top of the page. Hover he mouse over the yellow alert
icon for the Purchasing site line. Note the warning message: This site has no active
contacts.
8. Click the Contacts tab.
9. Click the Create icon. Enter the following values:
Field Name Value

First Name Randy
Last Name Sim
Email randy.sim@PrcXX.com
10. Click the Add icon in the Contact Addresses section.

11. Using the Select and Add pop-up, highlight the Main address (there should be only one
entry). Click Apply and then OK.
12. Check Create user account. You see the default roles that will be assigned to your new
contact. You will see in a later demonstration how to specify which default roles are granted
to supplier contacts when creating them through Supplier Model.
13. Click Save and Close in the top-right corner of the page, and click OK to confirm your
changes. You return to the Edit Supplier page.

14. Click Save and Close and OK to confirm. You return to the Manage Suppliers page. Your
Prcxx Corp definition should still show in the Search Results table. Click the Supplier Name
link.
15. Click the Sites tab. Notice that the alert icon is gone. By associating the contact with the
site address, you also automatically associated the contact with the site itself.
16. Click the Site name link under the Site column.
17. Click the Purchasing tab.
18. In the Consigned Inventory region, check Pay on use.
19. Under Self Billing, set
 Invoice Summary Level = Receipt
 Create debit memo from return = check.
20. Click the Receiving tab (you may need to scroll up to see the tab). Set Receipt Routing =
Direct Delivery.
21. Click the Site Assignments tab. Notice the application has already created an entry for this
based on the business unit that was used during the supplier registration.
22. To propagate your site definitions across multiple business units, click Autocreate
Assignments.
23. Click Save and Close
24. Click OK.

Lesson 9 Activities: Supplier
Agreements
Overview
Lesson 9 Activities: Supplier Agreements EDA G0009.DOCX

Supplier Agreements Activities
Distribution
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=Lesson 9 Activities: Supplier Agreements:
EDAG0009.docx] is responsible for ensuring this document is necessary, reflects actual
practice, and supports corporate policy.

Demonstration 9-1: Blanket Purchase Agreement – Overview
Overview
In this demonstration you will open an existing Blanket Purchase Agreement and provide an
overview of the important fields for this type of agreement.
The demonstration uses a predefined Blanket Purchase Agreement created by the user Calvin
Roth, so you will log in with the User ID calvin.roth.
Steps
1. (N) Purchasing > (L) Manage Agreements
Enter Agreement = 52166
(B) Search
(L) 52166
2. In the General section of the Main tab, go over the required fields, key fields, and fields that
have impact downstream.
3. In the Terms tabbed section of the Main tab, go over the key fields, and the fields that have
impact downstream.
4. (T) Notes and Attachments
Note that there are no notes or attachments for this contract.
5. In the Lines section of the Main tab, go over the required fields, key fields, and fields that
6. (T) Controls
In the Business Unit Access section of the Controls tab, go over the required fields, key
fields, and fields that have impact downstream.
In the Automatic Processes section of the Controls tab, go over the key fields, and fields
that have impact downstream.
In the Notification Controls section of the Controls tab, go over the key fields, and fields that
7. (B) Done.

Demonstration 9-2: Contract Purchase Agreement – Overview
Overview
In this demonstration you will open an existing Contract Purchase Agreement and provide an
overview of the important fields for this type of agreement.
The demonstration uses a predefined Contract Purchase Agreement created by the user Calvin
Roth, so you will log in with the User ID calvin.roth.
Steps
1. (N) Purchasing > (L) Manage Agreements
Agreement = 52167
(B) Search
(L) 52167
3. In the Terms tabbed section of the Main tab, go over the key fields, and fields that have
impact downstream.
Note that there are no notes or attachments for this contract.
5. (T) Controls
In the Business Unit Access section of the Controls tab, go over the required fields, key
fields, and fields that have impact downstream.
In the Automatic Processes section of the Controls tab, go over the key fields, and fields
In the Notification Controls section of the Controls tab, go over the key fields, and fields that
6. (B) Done.

Practice 9-1: Creating a Blanket Purchase Agreement with Automation
Controls
Overview
You have been asked to create a blanket purchase agreement for a new model of laptop to be
ordered from a favored supplier. This agreement will be used to automatically generate
purchase orders from requisitions placed for this laptop.
Steps
1. Begin by navigating to the Purchasing work area.
 (N) > (L) Purchasing
Use the Purchasing work area to perform common tasks for your purchasing documents,
contract deliverables, and supplier base.
Use the Agreements region to monitor and edit agreements with the status of draft, in
process, or pending, as well as agreements requiring attention.
2. Click the Actions menu.
3. Click the Create list item.
4. Use the Create Agreement window to enter basic information about the agreement.
 Make sure that the Procurement BU is US1 Business Unit.
5. Click in the Supplier field.
 Enter office into the Supplier field.
6. Select the Office Depot list item.
7. Click the Create button.
8. Use the Edit Document page to edit and submit the document.
 Select today’s date in the Start Date field.
9. Press [Tab].
10. Select a date one year from today in the End Date field.
11. Enter 10,000.00 into the Agreement Amount field.
12. Use the Lines region to manage order lines.
 Click the Actions menu.
 Click the Add Row list item.
13. Enter AS-XX Atom Smasher 15 Laptop in the Description field, replacing the XX with
your user ID number (PRC11.Student would use 11).
14. Enter or select the Laptops category in the Category Name field.
15. Click the Ea or Each list item in the UOM field.
16. Enter 2355.00 into the Price field.
17. Click the Submit button.
18. Click OK for the confirmation message.

19. You have successfully created a blanket purchase agreement with automation controls and
company standard contract terms.
 Depending on system performance, you should be able to find your agreement and
verify that it is now an approved document.

Practice 9-2: Creating a Blanket Purchase Agreement and Transfering
to Supplier
Overview
You have been asked to create a blanket purchase agreement with optimal options that will be
completed by the supplier. This agreement will be transferred to the supplier for collaboration,
usually by adding lines extracted from the supplier's catalog.
Steps
1. Navigate to the Purchasing work area.
2. In the Agreements task area, click Create Agreement.
3. In the Create Agreement window, select US1 Business Unit as the Procurement BU.
4. Select Lee Supplies in the Supplier field.
6. From the Edit Document page, note the agreement number assigned.
7. Enter today’s date into the Start Date field.
8. Press [Tab].
9. Enter a date one year from today in the End Date field.
11. On the Edit Document page, click the Actions menu.
12. Click the Transfer to Supplier list item.
13. Click the OK button.
14. You have successfully created a blanket purchase agreement with company standard
contract terms and transferred it to the supplier.
A representative of Lee Supplies can now perform authoring task on the agreement in the
Supplier Portal.

Practice 9-3: Creating a Contract Purchase Agreement
Overview
You have been asked to create a contract purchase agreement for automated ordering from a
favored supplier. This agreement will be used to automatically generate purchase orders from
requisitions placed for this supplier.
Steps
2. Use the Agreements region of the Purchasing work area to monitor and edit your
agreements.
 Click the Create icon.
3. In the Create Agreement window, select US1 Business Unit as the Procurement BU.
4. Click the Contract Purchase Agreement Style list item.
5. Enter Advance into the Supplier field.
6. Click the Advanced Corp list item.
8. From the Edit Document page, enter today’s date into the Start Date field.
9. Press [Tab].
10. Enter a date one year from today into the End Date field.
13. For the confirmation, click OK.
14. You have successfully created a contract purchase agreement with the standard contract
terms approved by your organization.

Practice 9-4: Creating and Uploading Lines to a Blanket Purchase
Agreement
Overview
You have been asked to create a blanket purchase agreement and upload some lines from an
XML file provided by one of your suppliers. The items on this agreement will require manual
intervention by a buyer before a purchase order can be issued.
For this practice use the prepared XML file provided by your instructor.
Steps
Begin to Create Agreement

2. From the Purchasing Tasks pane, click the Create Agreement link.
3. In the Create Agreement window, select US1 Business Unit for the Procurement BU.
4. Enter Office Depot into the Supplier field.
6. From the Edit Document page enter today’s date into the Start Date field.
9. Click the Controls tab.
10. In the Order Creation Options section ensure the following check boxes are not selected:
 Automatically generate orders
 Automatically submit for approval
11. In the Notification Controls region, click the Actions menu.
12. Click the Add Row list item.
13. Verify the default notification condition of Expiration.
14. Enter a date nine months from today into the Start Date field.
Edit Upload File

16. Locate the sample Activity 09-4 BPAUploadLines.xml file for this activity.
Oracle University students: you can find the .xml file at D:\labs\procurement.
All other students: ask your instructor for details about where to find the .xml file.
17. Open Notepad and open the Activity 09-4 BPAUploadLines.xml file.
18. There are two items to be uploaded and each has a <DESCRIPTION> element that begins
with XX.

 Replace all of the XX- with your assigned user ID number or initials in the file. (In
Notepad, select Edit > Replace. For example, for the PRC11.Student user replace all
XX- with 11-.)
19. Save the file, close Notepad, and return to your blanket purchase agreement.
Upload Lines
20. Return to the Main tab.
21. From the Lines region, click the Actions menu.
22. Click the Upload Lines list item.
23. Click the File Type list.
24. Click the Oracle XML list item.
25. Click the Browse button.
26. Use the File Upload window to browse for the Activity 09-4 BPAUploadLines.xml
file that you modified earlier.
27. Click OK if prompted.
28. The Apply mapping check box is used to map supplier UOM and category to the
corresponding internal UOM and category. Skip this for this exercise.
29. Click the Continue Editing After Successful Upload list.
30. Click the No list item.
You have successfully created and uploaded lines to a blanket purchase agreement.
Verify Agreement Submittal

33. To verify your success you may need to click the Refresh icon in the upper right corner of
the Overview page, and then click on the link for your agreement.
34. Depending on the settings in the course environment, if your agreement has a status of
Incomplete you will need to click Edit from the Actions menu.
35. On the Edit Document page, click Submit to start the approval process for the agreement.

Procurement Catalogs
Overview
Lesson 10 Activities: Procurement Catalogs EDA G0010.DOC

Distribution
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=Lesson 10 Activities: Procurement Catalogs:

Demonstration 10-1: Create Value Sets
Background
In this demonstration, you will create information template value sets for use in the flexfields for
ordering business cards.
Steps
1. Use the “Manage Information Template Value Sets” task to access the Manage Information
Template Value Sets page.
(Procurement > Define Self Service Procurement Configuration > Manage Information
Template Value Sets).
2. Click the Go to Task button for Manage Information Template Value Sets.
3. Click the Create icon in the Search Results region.
4. Enter the following information:
Field Input
Value Set Code XXJob Title
Description XXJob Title
Module Self Service Procurement
Common Components
Validation Type Format Only
Value Data Type Character
Value Subtype (in Definition Text
region)
Maximum Length 50

Field Input
Value Set Code XXE-mail Address
Description XXE-mail Address
Module Self Service Procurement
Common Components
Validation Type Format Only
Value Data Type Character

Value Subtype (in Definition Text
region)
Maximum Length 50

Demonstration 10-2: Create Information Template Descriptive
Flexfields
Background
In this demonstration, you will create flexfields for ordering business cards.
Steps
1. Use the “Manage Information Template Descriptive Flexfields” task to access the Manage
Information Template Descriptive Flexfields page.
2.(Procurement > Define Self Service Procurement Configuration > Manage Information
Template Descriptive Flexfields).
3. Click the Go to Task button for Manage Information Template Descriptive Flexfields.
4. Click the Edit button for the highlighted Requisition Information Template row.
5. Click the Manage Contexts button.
6. Click the Create button on the Search Results region.
Field Input
Display Name XXEmployee Business Cards
Context Code XXBusiness Cards
Description Employee business card
information.

10. Use the drop-down in the Context Sensitive Segments region to make sure "XXEmployee
Business Cards" is selected for the Context field.
Field Input
Name XXJob Title
Code and API Name Automatically populate
13. Click the Character list item in the Data Type field in the Column Assignment region.
14. Select the ATTRIBUTE1 list item in the Table Column field.
15. Select the Value Set Value Set Description drop down in the Validation region.

16. Click Search.
17. Enter the search criteria XXJob Title in the Value Set field.
18. Click the Search button.
19. Select the XXJob Title row.
20. Click OK.
21. Select the Required option in the Validation region.
22. Enter the following information in the Display Properties region:
Field Input
Prompt Provide your job title for the
business cards.
Display Type Text Box

24. Use the drop-down in the Context Sensitive Segments region to make sure XXEmployee
Business Cards is selected for the Context field.
Field Input
Name XXE-mail Address
Code and API Name Automatically populate
27. Click the Character list item in the Data Type field in the Column Assignment region.
28. Click the ATTRIBUTE2 list item in the Table Column field.
29. Select the Value Set Value Set drop-down in the Validation region.
30. Click Search.
31. Enter the search criteria XXE-mail in the Value Set field.
32. Select the Required option in the Validation region.
34. Select the XXE-mail Address row.
35. Click OK.
36. Enter the following information in the Display Properties region:
Field Input

Prompt Provide your e-mail address
for the business cards.
Display Type Text Box

38. Click Save and Close again and you will be taken to the Manage Information Template
Descriptive Flexfields page.
39. Important: The flexfields must now be deployed.
40. Click the Deploy Flexfield button.
41. Click OK in the Deployment Successful Confirmation window.

Demonstration 10-3: Review and Create Categories
Background
Review, create, and move a catalog category to see how the catalog hierarchy works. Then you
will add a browsing category to an existing browsing category.
Steps
Use the Manage Catalog Category Hierarchy task to access the Manage Catalog Category
Hierarchy page.
(Procurement > Define Self Service Procurement Configuration > Manage Catalog Category
Hierarchy).
Review Existing Category Hierarchy

1. Expand the Office Technology browsing category.
2. Expand the Accessories browsing category to expose additional browsing categories.
3. Expand Computer Peripherals category to expose the item category Peripherals.
Create and Move a Category

4. Click the Office Furniture category row.
6. Enter XXFurniture Accessories in the Category Name field.
7. Enter XXOffice Furniture Accessories in the Description field.
9. Click the XXFurniture Accessories row.
11. Enter XXLamps in the Category Name field.
12. Enter XXDesk Lamps in the Description field.
14. Expand XXAccessories to verify XXLamps was added.
15. Ensure the XXFurniture Accessories row is highlighted.
16. Click the Move button.
17. Enter Root Category in the Parent Category field.
19. Notice XXFurniture Accessories is now at the Root Category level.
Create a Browsing Category to be Used for Creating an Informational Catalog

20. Click the Services category row.

22. Enter the Category Name XXEducation Services.
23. Enter the Description XXOracle Education Services.
24. If you wish to associate an image for the category, then enter a URL in the in the Image
URL field.
25. Press Tab to preview the image.
27. Click the Done button to close the Manage Catalog Category Hierarchy page.

Demonstration 10-4: Create a Category Map
Background
In this demonstration, you will create a category map which can be associated with a punchout
from XXOffice Supplies, or used while uploading agreement lines from XXOffice Supplies.
This map will be used in mapping categories from XXOffice Supplies to corresponding
categories defined within Oracle Fusion Self Service Procurement. You will first create a map
set for XXOffice Supplies before creating the category map.
Note: You must have ADFdi installed on your local machine to complete the following
demonstration.
Make sure you have the Com Add-ins for ADFdi enabled. Excel > Excel Options > Add-ins >
Com Add-ins
If you have trouble with the spreadsheet working, follow these steps (for 2007 Microsoft Office):
 Open the 2007 Microsoft Office system application in question. Click the Microsoft
Office button, and then click Application Options.
 Click the Trust Center tab, and then click Trust Center Settings.
 Click the Macro Settings tab, click to select the Trust access to the VBA project
object model check box, and then click OK.
 Click OK.
For other versions of Office, you can find information about the fix here:
https://support.microsoft.com/en-us/kb/282830
Steps
1. Use the Manage Supplier Content Map Sets link from the Catalogs work area to access the
Manage Supplier Content Map Sets page.
2. Click the Create Supplier Content Map Sets link.
3. Click Create in the Search Results region.
4. Select US1 Business Unit from the Procurement BU list.
5. Enter XXOffice Supplies in the Map Set field.
6. Enter XXMap Set for Office Supplies in the Description field.
8. Click OK on the confirmation window.
9. Click the Manage Maps icon in the Manage Maps column.
10. Click the Create icon in the Create column in the Category row.
11. Select the Open with Microsoft Office Excel option.
12. Click OK .
13. You may be asked to sign on again. Sign on as prc00.instructor/<course password>
You will now enter the External Category and Internal Category Names.

The External Category column contains values from punchout response or agreement
upload file from XXOffice Supplies.
The Internal Category Column contains corresponding values used in the Self Service
Procurement application.
Hint: Use the insert rows function to add more rows.
External Category Internal Category

Notepads Office Supplies
Fountain Pens Office Supplies
Regular Pens Office Supplies
14. Click the Upload button.

15. Click the On failure, continue to upload subsequent rows option in the Upload Options
window.
16. Click OK.
17. Note the Status column says Row inserted successfully for each successful row.
18. Close the spreadsheet without saving changes.
19. Click OK on the Maps window.
20. Click the Category Manage Maps icon again.
21. Notice the Create icon is no longer available for Category, but the category is available for
Edit or Deletion.
22. Click OK.
23. Click the Done button to close the Manage Supplier Content Maps Sets page.

Demonstration 10-5: Create a Local Catalog
Background
In this demonstration, you will create a local catalog which will include all master items for the
supplier American Telephone and Telegraph.
Steps
1. Use the Manage Catalogs link from the Catalogs work area to access the Manage Catalogs
page.
2. Click the Create Local Catalog button.
3. On the Create Local Catalog page, enter the following:
Catalog = XXLocal Catalog

Description = XXLocal Catalog for US Employees
4. Click the Include items from specific agreements option in the Agreements region.
5. Click the Select and Add button.
6. Enter American in the Supplier field to search for the supplier.
8. Select the American Telephone and Telegraph row.
11. Click the Include all master items option.
12. Select the Include items from all categories check box in the Categories region.
14. Click OK in the confirmation window.

Demonstration 10-6: Create an Informational Catalog
Background
In this demonstration, you will create an informational catalog which will be used for Oracle
Education Services.
Steps
1. Use the Manage Catalogs link from the Catalogs work area to access the Manage Catalogs
page.
2. Click the Create Informational Catalog drop-down button.
3. Select US1 Business Unit Procurement BU.
4. On the Create Informational Catalog page, enter the following:
Field Input
Catalog XXOracle Education Services
Catalog Description XXEducation Services
URL http://education.oracle.com
Keywords education class course
Image URL (If you wish to enter an image,
enter the URL for the image
and press Tab to preview the
image)
Note: Keywords are separated with a space. When Self Service Procurement users
perform a shopping search, informational catalogs containing keywords that match the
search string will be returned in the search results.
5. Press [Tab] from the Image URL field to see a preview of the image.
6. Click the Select and Add icon in the Category Assignments for Catalog Browsing region to
associate this informational catalog with the browsing category XXEducation Services.
7. Enter XXEducation in the Category Name field.
9. Click the XXEducation Services browsing category row.
13. Click OK.
14. Click the Done button to close the Manage Catalogs page.

Demonstration 10-7: Create a Public Shopping List
Background
In this demonstration, you will create a public shopping list which will include 2 blue pens, 1
organizer, and 1 stapler.
Steps
1. Use the Manage Public Shopping Lists link from the Catalogs work area to access the
Manage Public Shopping Lists page.
2. Click the Create graphic in the Search Results region.
3. On the Create Public Shopping List page, enter the following information:
Field Input
Procurement BU USA1 Business Unit
Public Shopping List XXOffice Supplies
Description Basic Office Supplies
4. Click the Add from Catalog link.

5. Enter pen in the search field.
7. Enter 2 in the Quantity field for the Round Stic Ball Point Pen, Fine, Blue.
8. Click the Add to Public Shopping List button.
9. Notice the item was added to the Public Shopping List container.
10. Enter organizer in the Search field.
12. Click the Add to Public Shopping List button for the Mini Catch All Organizer, Smoke.
14. Enter stapler in the Search field.
16. Click the Add to Public Shopping List button for the Image 1500 Series Desk Accessories
Stapler.
18. Click the Complete button in the Public Shopping List container.
20. Click OK.
21. Click the Done button to close the Manage Public Shopping Lists page.

Demonstration 10-8: Create an Information Template
Background
In this demonstration, you will create an information template to be used for ordering business
cards.
Steps
1. Use the Manage Information Templates link from the Catalogs work area to access the
Manage Information Templates page.
Field Input
Information Template XXBusiness Cards
Information
Display Name XXAdditional Employee
Information
Instruction Text Provide information to be
printed on your business
cards.
4. Select XXEmployee Business Cards list item from the Attributes List. The Attribute List
contains information template context segments that were set up in the Oracle Descriptive
Flexfields application in the Self Service Procurement Configuration lesson.
5. Click the Add icon in the Category Associations region.
6. Enter Misc in the Category Name field.
8. Select the Miscellaneous row.
12. Click OK in the confirmation window.

Demonstration 10-9: Create a Smart Form
Background
In this demonstration, you will create a smart form for business cards requests. You will also
assign the smart form to an information template and a catalog browsing category.
Steps
1. Use the Manage Smart Forms link from the Catalogs work area to access the Manage
Smart Forms page.
2. Click the Create icon in the Search region.
Field Input
Procurement BU US1Business Unit
Smart Form XXBusiness Cards
Instruction Text Verify all information before
adding this item to the
requisition.
Keywords business cards namecards
Image URL (If you wish to enter an image,
enter the URL for the image
and press Tab to preview the
image)
Item Description XXBusiness Cards
Category Name Miscellaneous
Quantity 1
UOM Ea
Price 20.95
4. Click the Select and Add icon in the Information Template Assignments region.
5. Click the XXBusiness Cards Information row.
8. Click Select and Add icon in the Category Assignments for Catalog Browsing region.
9. Select the Office Supplies browsing category row

14. Click the Done button to close the Manage Smart Forms page.

Demonstration 10-10: Create a Content Zone
Background
You already defined the catalog content, which includes local catalog, informational catalog,
smart forms, and public shopping lists. In this demonstration, you will make the catalog content
available to all workers who will create requisitions in the business unit US1 Business Unit.
Steps
1. Use the Manage Content Zones link from the Catalogs work area to access the Manage
Content Zones page.
Field Input
Content Zone XXCatalog Content
Description XXContent
4. Select the Requisitioning Usage radio button.
Now you will add the XXEducation Services catalog to the content zone.
5. Click the Select and Add icon in the Catalogs region.

6. Enter XX in the Catalog search field.
8. Select the XXEducation Services row.
Now you will add the XXLocal Catalog to the content zone.
10. Select the XXLocal Catalog row.

Now you will add the XXOffice Supplies public shopping list to the content zone.
13. Click the Select and Add icon in the Public Shopping Lists region.

14. Enter XX in the Public Shopping List search field.
16. Click the XXOffice Supplies row.
Now you will add the XXBusiness Cards smart form to the content zone.
19. Click the Select and Add icon in the Smart Forms region.
20. Enter XX in the Smart Form search field.
22. Click the XXBusiness Cards row.
Now you will add secure the content zone to US1 Business Unit.
25. Click the Select and Add icon in the Security region.
26. Select the US1 Business Unit row.
31. Click the Done button to close the Manage Content Zones page.

Demonstration 10-11: Review Procurement Content
Background
In this demonstration, you will give an overview of procurement content. You will create a
requisition for a new employee using the different catalog types, a public shopping list, and a
smart form.
Steps
1. Access the Shop page.
(Navigator > Procurement > Purchase Requisitions)
2. Search for a printer by entering “printer” in the search field.
3. Click Search.
4. Click the Add to Requisition button for the Color Photo Printer.
Notice the printer was added to the requisition container.
Click the Return to Shopping button.
View Informational Catalog
5. Enter education in the Search field.

7. Click XXEducation Services to launch the informational catalog.
Close the active browser window for the Education Services informational catalog.
Browse Catalog Categories
8. Expand the Browse Catalog region.

9. Click the Telecommunications browsing category.
10. Click the Mobile Phones browsing category.
11. Click the Add to Requisition button for the Phone Nokia E63 phone.
Notice the phone was added to the requisition container.
Order from a Public Shopping List
12. Click the Shopping Lists Quick Link.

13. Click the New Employee Office Kit list item.
14. Select the XXOffice Supplies list item from the Select list.
15. Click the Go button.
16. Click the Add All Items to Requisition button.
Notice all items in the XXOffice Supplies shopping list were added to the requisition
container.

Order Using a Smart Form
17. Click the Smart Forms Quick Link.

18. Select XXBusiness Cards item from the Request Type list.
19. Select Ea for UOM.
20. Scroll down to the Additional Information region.
Provide your job title... = Director of Operations

Provide your e-mail... = calvin.roth@Vision.com
22. Click the Add to Requisition button. Notice the item was added to the requisition
container.
Submit the Requisition for Approval
23. Click the Edit and Submit button.

24. Change the Description field to Office supplies.
25. Enter Supplies for new employee. in the Justification field.
Notice the icon in the Additional Information Required column of the Requisition Lines
region. You can click this icon to change the Job title and e-mail address information you
provided for the business cards.


Practice Introduction
Overview
In these exercises, you will learn how to deliver procurement content to your users in a
secure organized manner.
Objective
The objective of these scripts is to walk you through the steps required to set up and secure
your procurement content.
 Enable agreements for user access.
 Create and enable Information Templates and Smart Forms.
 Create and enable public shopping lists.
 Build catalogs.
 Secure and deliver all of the content above.
Assumptions
 This script assumes Fusion Self Service Procurement has been set up and that blanket
and contract agreements are in place
 Each participant will have a unique login so that they can work on their own transactions.
Login Details
Log in with your username and password.

Practice 10-1: Create Browsing Hierarchy
Overview
First thing you will do is create a Browsing Category in the Browsing Hierarchy to present your
content. The Browsing Hierarchy will define how approved content is presented to users for
Browsing. The majority of the hierarchy is defined for the testing environment. You will be
adding a category.
1. Log in to the system.
2. From the Navigator click on Catalogs link under Procurement.
3. Navigate to the Manage Catalog Category Hierarchy page by clicking the Manage Catalog
Category Hierarchy link.
4. Click the arrow icon next to the Office Technology category.
5. Click the arrow icon next to the Accessories category folder icon under Office
Technology.
6. Click on arrow icon next to Computer Peripherals category folder icon under
Accessories.
7. At this point you should have a feel for navigating the category structure.
8. Next you will add a new browsing category.
9. Click Root Category.
10. From Action menu, select Create.
11. Name category; XXMemory Products
12. Add Category Description; All authorized memory products.
13. Add image URL if you want. Any valid image URL you want from any available site can be
used (Google images has many options). This image will be presented on the Shopping
home page if content is associated to it.
14. Click on Save and Close.
15. You should now be able to see your new category in the list.
16. Click the View menu then select Expand All to view the detail of your entire hierarchy.
17. Click Detach to get a better view of the hierarchy.
18. The categories with File icons represent browsing categories. The Page icons represent
item/purchasing categories.
19. The category you just added can now be used to set up browsing within SSP. The Memory
Products category will be used later in this activity.
20. Close the detached region.

Practice 10-2: Create Information Template
Overview
Information templates allow the collection of additional information needed for the purchase of
goods or services. Information templates leverage Descriptive Flexfields to build customized
information collection.
1. Click the Navigator and select Setup and Maintenance.
2. Click the All Tasks subtab.
3. In name field, enter Information Template, click the Search button.
4. The search results will contain two tasks “Manage Information Template Descriptive
Flexfields” and “Manage Information Template Value Sets.”
5. Click Go to Task icon for the “Manage Information Template Value Sets” task.
6. Click the icon to add a new value set.
7. Certain codes and names that follow in this section of the script need unique descriptors for
this training session. These codes and names will be annotated with “plus your initials”
following the name. All codes and names with this annotation should include your initials at
the end of the name, that is, naming a flexfield segment Laptop Manufacturer and you are
John Doe, then the segment name would be Laptop Manufacturer JD.
8. Enter values per table:
Value Set Code : Laptop Manufacturer (plus your initials)
Module: Self Service Procurement Common Components
Validation Type : Independent
Value Data Type : Character
Value Subtype : Text
Maximum Length: 50
9. The rest of the fields are optional and will not be used in the script
11. This will bring you back to the Manage Information Template Value Sets page.
12. Select Self Service procurement Common Components in Module field the click on Search.
13. You will see your value set.
14. Highlight your value set and click the Manage Values button at the top of the table.
15. You will now add values to populate an LOV in your Info Template.
16. Click on the create icon to add a new value.
17. Add the value Lenovo and ensure that Enabled is selected; you can add the other fields if
you like, but they are optional.
19. Repeat the previous step three more times to create values for Toshiba, Dell, Macbook.
20. Click Done. This takes you back to Manage Information Template Value Sets page.

22. This takes you back to the All Tasks tab.
Manage Descriptive Flexfields

23. You will see “Manage Information Template Descriptive Flexfields”.
24. Click the Go to Task icon for that task
25. Make sure the line for “Requisition Information Template” is highlighted , then click the
Pencil (Edit) icon.
26. Notice there are three sections:
 Global Segments: (DO NOT create any entries under this section as it will show up on
ALL information templates and the record CANNOT be undone or deleted due to open
code bugs/issues).
 Context Segment: This section can be ignored.
 Context Sensitive Segments: This is where you will create your own specific
information template segment and lines specific to each context segment/information
template.
27. Click the Manage Context button at the top of the page.
28. From the Mange Contexts screen, click the Create icon to add a new record.
29. Enter in values per table:
Display Name : Laptop Details (plus your initials)
Context Code : Laptop Details (plus your initials)
Description: Laptop Details
30. Verify the Enabled box is selected.
31. Click the Save button.
32. The section Context Sensitive Segments should now be enabled on this page so you can
add entries.
33. Click the Create icon to add a new segment, under the Context Sensitive Segments
section.
34. Create the first segment:
Name: Date of Purchase
Code: Date_of_Purchase
Description: Date of Purchase
Data Type: Date
Table Column: ATTRIBUTE_DATE1
Value Set: GSE_Date_Format
Prompt: Date of Purchase
Display Type : Date/Time
Display Size: 25

Display Height: Enter values as needed; if this is a free-form field there is no need to
populate.
35. Click the Save and Close button.
36. To create another, click the Create icon to add another segment, under the Context
Sensitive Segments section.
37. Create the second segment:
Name: Laptop Manufacturer
Code: Laptop_Manudacturer
Description: Laptop Manufacturer
Data Type: Character
Table Column: ATTRIBUTE1
Value Set: Laptop Manufacturer
Prompt: Laptop Manufacturer
Display Type : List of Values
Display Size: 25
Display Height: Enter values as needed; if this is a free-form field there is no need to
populate.
39. After you have created your segments and clicked Save and Close, you are returned to the
Edit Context page, where all the segment lines are visible.
41. This should return you to the Manage Contexts screen. Your newly created Context should
now be visible (for example, Laptop details). Click the Done button.
42. This should return you to the Mange Information Template Descriptive Flexfields screen.
43. Notice under the section Context Sensitive Segments, the field Context will have a
dropdown list of all the available contexts.
44. Be sure to choose your specific context from the drop down list to verify the
lines/sequence/etc. is correct.
Deploy Descriptive Flexfield

46. Click the Deploy Flexfield button; THIS IS A CRITICAL STEP
47. The pop up window will show the status.
48. Click the OK button to this pop up window AFTER the process has completed successfully.
49. Notice the column Deployment Status now has a green check mark.
51. At this point the context records have been created that will be used in the creation of an
Information Template in Procurement.

52. Click Navigator > Procurement > Catalogs.
53. Click Mange Information Template .
54. Click the Create icon to add a new Information Template.
55. Create Information Template with the following information:
Procurement BU: US1 Business Unit
Information Template : Laptop Details (plus your initials)
Display Information: Laptop Details (plus your initials)
Attribute List: Use LOV to choose your context value Laptop Details (plus your initials)
Attachment Category: To Supplier
56. At this point you can associate the template to specific categories or items.
57. In this case however, you are using the Information Template in a Smart Form, which will
be associated in the Smart Form setup screen.
58. There is no need to associate to a category or item.

Practice 10-3: Create a Smart Form
Overview
In this practice, you will create a smart form.
1. Navigate to the Manage Smart Forms page by clicking the Manage Smart Forms link.
2. Click Navigator > Procurement > Catalogs.
3. Click the Mange Smart Forms link.
4. Click the Create icon to create a new Smart Form.
5. You will be creating a Memory Products ordering Smart Form similar to the office supplies
Smart Form you used in the requisition creation scenario. The objective is to create a
customized non catalog request for memory purchases so the basic information about
category and supplier are correct and the requisition created is delivered to the correct
buyer.
6. Select procurement BU US1 Business Unit.
7. Name your Smart Form Memory Products Non Catalog Request (plus your initials; that
is, if you are John Doe then the Smart Form name would be Info Tech Non Catalog
Request JD).
8. Provide instruction text: This form is for ordering any memory products you could not
find in the catalog.
9. Add keywords for search enablement: laptop desktop memory (Note keywords are
separated with a space).
10. Add image URL if you want. Any valid image URL you want from any available site can be
used (Google images has many options). This image will be presented on the Shopping
11. Line Type = Goods
12. Item Description = Blank; leave user editable.
13. Category Name = Laptops, deselect user editable.
14. Quantity = No action required
15. UOM = No action required
16. Price = No action required
17. Currency = USD. Deselect user editable.
18. Negotiation Required = No action required
19. Negotiated = Blank. Deselect user editable.
20. Agreement = Blank. Deselect user editable.
21. Supplier = Lee Supplies (or your supplier). Deselect user editable.
22. Supplier Site = Blank. Deselect user editable.
23. Contact = Blank
24. Phone = Blank. Deselect user editable.
25. Supplier Item = No action required

26. Go to Information Template Assignments.
27. Click the plus icon to add the Information Template you created.
28. Search for the Laptop Details information template.
29. Select template: Laptop Details, click Done.
30. Go to Category Assignments for Catalog Browsing.
31. Click the plus icon to assign to a category.
32. Search for the Memory Products category you just created.
33. Select category: Memory Products, click Done.
34. The last region is to add attachments if desired.
35. Click Save and Close and you are done with the Smart Form.

Practice 10-4: Create a Public Shopping List
Overview
In this practice, you will create a public shopping list.
A shopping list is a tool for aggregating items into easy to access units to be purchased
together. There are two types of shopping lists; Public and Personal. Public Lists are created by
Procurement for general consumption throughout the organization (based on security of
course).
1. Navigate to the Manage Public Shopping lists page by clicking the Manage Public Shopping
Lists link.
3. Confirm Procurement BU US1 Business Unit is selected.
4. Name the Public List: Standard Desktop Computer Configuration (plus your initials; that
is, if you are John Doe then the list name would be Standard Desktop Computer
Configuration JD).
5. Add Description: Order for company standard desktop computer.
6. Under the Actions drop-down, click the Add from Catalog button.
7. Click the Office Technology category.
8. In search results, click the View menu, select Grid Layout.
9. Next, you will add items to the Public Shopping list.
10. Click the Add icon at the right end of the row for the item you want to add.
11. Add to shopping list - Desktop Computer, 2.54Mhz, Vista, Office 2010, 520 Gb HD, DVD
R/RW, Graphics
12. Add to shopping list - 104 Keyboard USB cream
13. Add to shopping list - Optical mouse Cream
14. Add to shopping list - External 1 TB HD
15. You should see your results in the document container on the upper right of the page.
16. Click Complete in the document container.
17. Save the list by clicking the Save and Close button.
18. Click the Done button at the top right.

Practice 10-5: Create Catalogs
Overview
In this practice, you will create a local catalog, an informational catalog, and a punchout catalog.
1. Navigate to the Manage Catalogs page by clicking the Manage Catalogs link.
Create a Local Catalog.

A Local Catalog is a collection of local content to present to users in SSP. The content can
be from agreements or master items. This catalog is being set up to include all categories in
a specified agreement. It could be set up to include multiple agreements. It could be set up
to include all agreements or to exclude specific agreements. It could also be configured to
include or exclude specific categories within the selected agreements.
2. Under the Actions drop-down, click Create and then the Local Catalog button.
4. Name your catalog: PT Training Catalog (plus your initials; that is, if you are John Doe then
the catalog name would be: PT Training Catalog JD)
5. In the Agreements region, click the Include items from specific agreements radio button.
6. Click the Add icon in the Agreements region.
7. Search for agreement 52178.
8. Select Agreement 52178 and click OK.
9. Do not enable master items by checking the box at the bottom of the Agreements regions
for Include all Master Items.
10. The local catalog is complete.
11. Click Save and Close, which will land you back on the Manage Catalogs page.
Create Informational Catalog

12. Click the down arrow on the right of the Create Local Catalog button.
13. Select Create Informational Catalog.
An informational catalog is a device to provide information within the shopping flow. They
are often used to provide detailed purchasing policy information like, quick reference guide,
computer upgrade policies, visa policies, services policies, support policies etc. It is
essentially a configurable, searchable, browse-able link to information on an html page.
15. Name the Informational Catalog –Memory Policies (plus your initials; that is, if you are John
Doe then the catalog name would be Memory Policies JD)
16. Add description of Informational Catalog – Please read for instructions on ordering
memory upgrades for your laptop.
17. Add URL http://www.oracle.com (just for example website, you could use any website you
want).

18. Add an image URL if you want. Any valid image URL you want from any available site can
be used (Google images has many options). This image will be presented on the Shopping
19. Provide Search Keywords; upgrade, memory, laptop memory, desktop memory (No te:
keywords are separated with a space).
Assign categories for browsing.

20. Click the Add icon in the Category Assignments For Catalog Browsing region.
21. Search for your recently created category Memory Products.
22. Select browsing category Memory Products.
23. Click OK.
24. Click Save and Close, which will take you back to the Manage Catalogs page.
Create Punchout Catalog

25. Click the down arrow on the right of the Create Local Catalog button.
26. Select Create Punchout Catalog.
A Punchout Catalog is a device to navigate requesters to a third-party website to buy goods
and services. All items are under contract and will be pulled back into the ERP system for
processing. This allows the enterprise to reduce catalog management by using the supplier
website and catalog.
28. Name the Punchout Catalog – Dell (plus your initials; that is, if you are John Doe then the
catalog name would be Dell JD)
29. Add description of Punchout Catalog: Please read for instructions on ordering memory
upgrades for your laptop.
30. Provide Search Keywords; upgrade, memory, laptop memory, desktop memory (Note
keywords are separated with a space.)
31. Use the following settings to complete the punchout catalog:
 Image URL: http://i.dell.com/images/global/brand/ui/nxgen/logo73.png
 Source = Direct xCML supplier Punchout
 Supplier Name = Dell Computers
 Supplier ID = 144709199
 Punchout URL: https://b2bpreview.dell.com/invoke/B2BDirect.Entry/processDocument
 Password: Car5tair5
 Domain: = DUNS
 Identity: = 144709199
Assign a category for browsing.

40. Click the Add icon in the Category Assignments For Catalog Browsing region.
41. Search for your recently created category Memory Products.
42. Select browsing category Memory Products.

43. Click OK.
44. Click Save and Close, which will take you back on the Manage Catalogs page.

Practice 10-6: Create a Content Zone
Overview
A content zone is used to securely distribute the catalog content you have created in the
previous steps for access in the shopping flow. It can be secured and delivered by Business
Unit or Individual.
1. Navigate to the Manage Content Zones page by clicking on the Manage Content Zones link
4. Name the Content Zone: PT Training Zone plus your initials; that is, if you are John Doe
then the category name would be PT Training Zone JD)
5. Add description of the Content Zone – New zone for training.
Add Catalogs
6. Add catalogs you created. Click on Add icon in Catalogs region
7. Click Search.
8. You can add catalogs individually or multi-select the Catalogs by pressing Ctrl and clicking
on each; then click OK.
9. Add PT Training Catalog identified with your initials.
10. Add the Memory Policies informational catalog identified with your initials.
Add Public Shopping List

11. Next you will add the Public Shopping List you created; Standard Desktop Computer
Configuration identified with your initials.
12. Click the Add icon in the Public List region.
13. Search for the list.
14. Select your Public List, and then click OK.
Add Smart Form

15. Next, add the Smart Form you created: Memory Products Non Catalog Request identified
with your initials.
16. Click the Add icon in Smart Form region.
17. Search for the Smart Form.
18. Select the Smart Form and click OK.
Secure Content Zone

19. Next, set the security for the content zone.
20. You will Secure by Worker; this will set the system so that in the shopping flow only you
will have access to the content you have just created.
21. Select the radio button Secured by Worker in the security region.

22. Select a worker by clicking the Add icon.
23. Search for your username (i.e. student, prc25).
24. Select your username, click OK.
25. Your Content Zone is complete. Click Save and Close.
26. Click OK.
Check Your Work

27. Go to Navigator.
28. Navigate to the Purchase Requisitions.
29. Click the top-level category Memory Products.
30. You should see your Memory Products Smart Form.
31. Click on the Smart Form.
32. Confirm the Category and Supplier you set for the Smart Form are correct.
33. Confirm your Information template is displayed and functioning properly for date entry and
LOV value selection.
34. Click the Return to Shopping button.
35. Click the top level category Memory Products.
36. You should see your informational catalog Memory Policies identified with your initials.
37. If you click the link it would take you to Oracle.com. But it would normally be the html page
set up with the policies.
38. Return to the Shopping home page.
39. Go to Public Shopping lists under the Shopping Lists quick link.
40. Find the Public Shopping List you just created: Standard Desktop Computer Configuration
indentified with your initials.
41. Click on Return to Shopping.

Requisitions
Overview
Lesson 11 Activities: Requisitions EDA G0011.DOC

Lesson 11: Requisitions
Distribution
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=Lesson 11 Activities: Requisitions:
Practices Overview
In these practices, you will learn how to manage requisitions.

Demonstration 11:1 Requisitions
Overview
In this demonstration, you will show students the basic navigation of Purchase Requisitions from
the Shop page.
Review Shop page

1. Navigate to Shop. (N) Navigator > Procurement > Purchase Requisitions.
2. Review the tasks available on the Shop page. You can click each of the links to display to
the students. Click Done or Cancel to close and return to the Shop page.
Task Function
Shop Return to the Shop page at
anytime.
Manage Requisitions Search for existing
requisitions.
Update Preparer and Change the preparer or
Requester requester of requisitions.
Request a New Supplier Request a new supplier and
submit to the supplier
registration approval process.
Search Catalog
Note that a simple catalog search can be performed here by entering in search criteria.
Browse Catalog
Note that links to catalogs created in the lesson on catalog administration are displayed here.
Users can click the links to drill down to items assigned to each catalog type.
Review Requisition Preferences

1. Review the Requisition Preferences region.
2. Click Edit.
From the Edit Requisition Preferences window you can:
 Change shipping and Delivery information
 Update billing information
 Add or change favorite charge accounts
2. Click Cancel to exit the Edit Requisition Preferences window.
Purchasing News
Note that users can see any current news information added by the catalog administrator.

Review Quick Links
Review the items in the Quick Links region.
Link Function
Requisition Line Entry Enter requisition lines.
Shopping Lists Request items placed on
public or personal shopping
lists.
Smart Forms Request items using smart
forms.
Noncatalog Request Request items not found in a
catalog.
Requisition Line Entry

1. Click the Requisition Line Entry link.
2. Enter Line Type = Goods
3. Click Search from the Item field.
4. Enter description Color.
5. Click Search.
6. Select any item in the search results.
7. Note that all information is populated.
8. Click Return to Shopping without adding the item to the requisition.
Shopping Lists
9. Click the Shopping Lists link.
10. Select Public Shopping Lists from the Select drop-down.
11. Observe the items in the shopping list that are displayed.
12. Note that you can add all items to the requisition, or add one or more items individually from
the list.
13. Click Return to Shopping without adding to the requisition.
Smart Forms
14. Click the Smart Forms link.
15. Select the Request Type drop-down menu to display the smart form options.
16. Select one of the smart form options.
17. Observe that the fields from the smart form are now populated.

Noncatalog Request
19. Click the Noncatalog Request link.
20. Select the Item Type drop-down to display the billed by amount and billed by quantity
options.
21. Note required fields, the ability to add to a shopping list, or add to requisition.

Practice 11-1: Updating Requisition Preferences
Overview
In this practice, you will update your requisition preferences with your charge account
information.
Note: If your requisition preferences already contain charge account information, you can
continue with Practice 2.
1. Click the Navigator menu.
2. Select the Purchase Requisitions link under My Information > Procurement.
3. Click Edit in the Requisition Preferences section of the page.
4. Select US1 Business Unit in the Requisitioning BU drop-down.
5. Enter My Charge Account in the Nickname field.
6. Enter the following charge account number in the Charge Account field.
101.10.12102.000.131.000

Practice 11-2: Creating a Requisition
Overview
You already navigated to the Purchase Requisitions work area in Practice 11-1.
Now you take a look at the Purchase Requisitions work area.
From the Tasks area, you can shop for items, manage your requisitions, update preparer and
requester, and request a new supplier.
The Purchase Requisitions work area default page is the Shop page. Use this page to search
for items to add to a requisition. You can perform a simple search or browse catalogs. The shop
page also displays status information about requisitions that you previously entered, and any
purchasing news.
From the quick links area, you can enter requisition lines, manage shopping lists, access smart
forms, and create noncatalog requests.
In this practice, you will perform a simple search for a laptop, compare search results, and add a
laptop to a requisition. Then, you will browse catalog categories and add a printer to the
requisition.
1. Perform a simple search for a laptop by entering laptop in the search criteria.
2. Click Search.
The search results return several laptops.
Now, you will compare two laptops.
3. Click the Add to Compare button for the following laptops:
 14” laptop
 10” Notebook
4. Notice both laptops are added to the Compare Items container.
5. Click the Compare button in the Compare Items container.
Note: You can compare up to five items.
6. Click the Add to Requisition button for the 14” laptop.
7. Notice the laptop is added to the requisition.
8. Click Done on Compare Items.
Now you will browse the catalog for a printer.

9. Expand the Browse Catalog link if not already expanded.
Here, you see the catalog categories: Office Supplies, Office Technology, and
Telecommunications.
10. Click the Office Technology category to find a printer.
11. Click the Printers Link.
12. Click the Add to Requisition button for the Color Photo Printer.

13. Notice the printer was added to the requisition.
14. Click the Edit and Submit button.
15. Change the description of the requisition by typing New laptop and printer. in the
Description field.
17. You will receive a confirmation that your requisition was submitted.
18. Write down your requisition number.
19. Click OK.

Practice 11-3: Duplicating a Requisition
Overview
In this practice, you will duplicate the requisition you created in the first practice.
1. Click the Manage Requisitions link in the Tasks region of the Purchase Requisitions page.
2. Highlight the requisition you created in Practice 1.
3. From the Actions menu, select Duplicate.
4. Click Submit.
5. You will receive a confirmation that your requisition was submitted.
6. Write down your requisition number.
7. Click OK.

Practice 11-4: Reassigning a Requisition
Overview
In this practice you will reassign the first requisition you created to another person.
2. In the Search Results region, click the requisition number for the requisition you created in
Practice 11-1.
3. From the Actions menu at the top of the Requisitions page, select Reassign.
4. Enter Roth, Calvin in the Reassign To field.
Note: The field requires Last Name, First Name.
5. Click OK.
6. You will receive a confirmation that the requisition was reassigned.
7. Click OK.
Notice the requisition was removed from the Search Results region.

Practice 11-5: Canceling Requisition Lines
Overview
In this practice, you will cancel the requisition line for the printer on your remaining requisition.
2. In the Search Results region, click the requisition number for the requisition you created in
Practice two.
3. Select the requisition line for the printer.
4. From the Actions menu, select Cancel.
5. Enter No longer needed. in the Reason field.
6. Click OK.
7. You will receive a confirmation that the line was canceled.
8. Click OK.
Notice the cancel icon appears for the requisition line that you canceled.
9. Click Done.
Notice in the Search Results region, the information icon on the requisition.
10. Hover over the information icon.
Notice that hovering over the icon provides information about the line cancellation.
11. Click Done.

Practice 11-6: Withdrawing and Editing a Requisition Pending
Approval
Overview
In this practice, you will withdraw and edit a requisition that is pending approval.
2. In the Search Results region, select the requisition you created in Practice 11-2.
3. From the Actions menu, click Withdraw and Edit.
4. You receive a warning message saying you are withdrawing the requisition from the
approvals process. Click Yes.
Now, you will add items to the requisition.
5. Click the Shop button.
6. Click the Office Supplies link in the browse catalog region.
7. Click the Desk Supplies subcategory.
8. Click Add to Requisition for the Mini Catch All Organizer.
9. Click Edit and Submit.
10. Change the Description to Laptop and desk supplies.
12. Click OK on the confirmation pop-up.

Purchase Orders
Overview
Lesson 12 Activities: Purchase Orders EDA G0012.DOC

Purchase Orders Activities
Distribution
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=Lesson 12 Activities: Purchase Orders:

Demonstration 12-1: Purchase Order - Overview
Overview
In this demonstration you will open an existing purchase order and provide an overview of the
important fields for an order.
The demonstration uses a predefined purchase order created by the user Calvin Roth, so you
will log in with the User ID calvin.roth.
Steps
1. 1. (N) Purchasing > (L) Manage Orders.
2. Enter Order = 162173.
3. (B) Search.
4. (L) Order = 162173.
6. On the Terms tabbed section of the Main tab, go over the key fields, a nd the fields that
Note there are no notes or attachments for this contract.
8. In the Lines section of the Main tab, go over the required fields, key fields, and the fields
9. (T) Schedules
Go over the required fields, key fields, and fields that have impact downstream.
10. (T) Distributions
Go over the required fields, key fields, and fields that have impact downstream.
11. (B) Done.

Practice 12-1: Creating a Purchase Order for Goods
Overview
You have been asked to create a purchase order for some office supplies that aren't currently
part of an automated purchase flow.
Steps
Create a New Purchase Order

1. From the Navigator, click the Purchasing link.
2. Use the Purchasing work area to perform common tasks for your purchasing documents,
contract deliverables, and supplier base.
Use the Orders region to manage draft or in-process orders, or to review orders requiring
attention.
From the Actions menu, and select the Create list item.
3. Use the Create Order window to enter basic information about the order.
In the Procurement BU field, select US1 Business Unit.
4. In the Requisitioning BU field, select US1 Business Unit.
5. Enter Office into the Supplier field.
6. For Supplier select Office Depot.
Add a Line for Goods

8. Use the Edit Document page to edit and submit purchasing documents.
Use the Lines region to create and manage order lines.
Click the Actions menu and select Add Row.
9. Enter the following.
 Description = Big Value Paper Towels
 Category Name = Office Supplies
 Quantity = 10
 UOM = Ca or Case
 Price = 29.99
 Need-by Date = Date two weeks from today
Provide an Account Distribution

10. Click the Distributions tab.
11. Use the horizontal scrollbar and look at the PO Charge Account field.
If blank, then enter 101.10.60540.000.000.000
13. Click OK for the confirmation that your order was submitted.

You have successfully created a purchase order for goods.

Practice 12-2: Creating a Purchase Order for Services
Overview
You have been asked to create a purchase order for some services that are not currently part of
an automated purchase flow.
Steps

2. Click the Create Order link from the Orders task list.
3. In the Create Order window, click the Style list.
4. Select Deliverable Services PO style.
5. Select US1 Business Unit for the Procurement BU.
6. Select US1 Business Unit for the Requisitioning BU.
7. Enter Staffing Services into the Supplier field.
Add a Line for Services

9. Use the Edit Document page to edit and submit purchasing documents.
Use the Lines region of the Edit Document page to create and manage order lines.
Click the Add icon.
10. Enter the following:
 Description = Hardware Installation
 Category Name = Infrastructure Services
 Price = 120.00
You have successfully created a purchase order for services.

Practice 12-3: Creating a Purchase Order from a Catalog
Overview
You have been asked to create a purchase order for some goods in the Procurement catalog
that aren't currently part of an automated purchase flow.
Steps

2. Use the Orders region of the Purchasing work area to monitor and edit your purchase
orders.
Click the Create icon.
3. In the Create Order window, select US1 Business Unit as the Procurement BU.
4. Click Create.
Add a Line from the Catalog

5. Use the Lines region of the Edit Document page to manage order lines.
Click the Actions menu and select the Add from Catalog list item.
6. Use the Catalog page to search catalogs for items.
Enter laptop into the Search field and click the Search button.
7. Use the Search Results page to view, compare, and select items returned from the catalog
search.
Choose a laptop you want and click the Add to Document button for it.
8. Use the Purchase Order pane to manage items that were added to the document builder.
Click the Complete button.
9. From the Edit Document page, use the Lines tab to enter specific information about the
lines such as need-by date.
Use the horizontal scrollbar to locate the Need-by Date field, and enter or select a date four
weeks from today.
13. Click the OK button.
You have successfully created a purchase order from a catalog.

Practice 12-4: Duplicating a Purchase Order
Overview
You have been asked to create a purchase order just like one that was used recently. You will
use the duplicate order feature to save yourself some time.
Steps
1. From the Navigator, select the Purchasing link.
2. Click the Manage Orders link from the Orders task list.
Locate an Existing Purchase Order

3. Use the Manage Orders page to access and process existing purchase orders.
For the Procurement BU field, select US1 Business Unit.
4. For the Buyer field, select your user. For example: Student, PRCXX.
6. Select the row for any of your existing orders with a Status of Open. Record the Purchase
Order number: ______________.
Duplicate the Order

7. Click the Actions menu.
8. Click the Duplicate list item.
9. You can use the Edit Document page to make any additions or changes to this new order.
For example, you could change the Quantity or Need-by Date.
Enter a date three weeks from today in the Need-by Date field.
10. You could click the Save button to save your work and continue to perform more work on
this new order, but for this practice you are ready to have the order approved.
Click the Submit button.
You have successfully duplicated a purchase order.

Practice 12-5: Canceling a Purchase Order
Overview
A purchase order is no longer needed and you now need to cancel it.
Steps
Locate an Existing Purchase Order

3. Use the Manage Orders page to access and process existing purchase orders.
Click the Search button.
4. Select and open any of your existing orders with a Status of Open.
For example, open the original order that you duplicated in the previous practice.
Note that you could also find the purchase order using the order number in the Search
pane.
5. From the Purchase Order page view the details for the order and verify your selection.
Record the purchase order number: #____________.
Cancel the Document

6. Click the Actions menu and select the Cancel Document list item.
7. In the Cancel Document window do the following:
 Provide a reason for the cancellation in the Reason field.
 Optionally, select the communication method to notify the supplier.
 Optionally, select the acknowledgement level agreed upon with this supplier.
8. Click the OK button, and then click OK again for the confirmation stating “The change order
was submitted for approval.”
9. Click Done.
You have successfully canceled a purchase order.
Verify the Document is Canceled

10. From the Purchasing work area, in the Search pane, select Orders from the Search list.
11. Enter your order number in the Order search field.
12. Click the Search icon.
13. On the Purchase Order page, verify the details of the canceled order.
14. To view the document history, click the Actions menu and select the View Document
History list item.
15. Notice that the application initiated a change order and then canceled the document.
16. Click Done and then click Done again.

You have verified the purchase order is canceled.

Practice 12-6: Creating a Purchase Order by Using Process
Requisitions
Overview
As a Vision Corporation buyer you have requisitions assigned to you that require you review
and manually process them into purchase orders. You will use the Process Requisitions feature
to perform this task.
Steps
Create Requisitions to Process

1. From the Navigator, select the Purchase Requisitions link.
2. From the Shop home page you will create 2 new requisitions, using the items you uploaded
by file to your blanket agreement in a previous lesson.
Enter "XX-Folding" in the Search field, where the XX is replaced with your user number.
3. Click Search.
4. Click the Add All Items To Requisition button.
5. Click Edit and Submit.
6. IMPORTANT: Scroll down and verify, in the section Line 1 Details, the Suggested Buyer is
your user. This is critical because that is the buyer to which the requisition lines will be sent
to for processing.
If your user is not defaulted into the field, then manually enter your user name. For
example: Student, PRCXX.
7. Repeat the same step for all lines in the requisition. Verify in the Details section for each
line that the value in the Suggested Buyer field is your user.
8. Click Submit.
Make note of the Requisition Number: #_____________.
9. Click OK.
10. On the Shop home page, you will now duplicate the requisition you just created.
Select the line in the My Requisitions table containing the requisition you just created, and
then click the duplicate icon.
11. Complete the steps to submit the requisition.
Make note of the Requisition Number: #_____________.
Process Requisitions into a Purchase Order

13. Click the Process Requisitions link from the Requisitions task list.
14. Notice all the open requisitions and their lines.
In this practice, you will select the two requisitions you just created to use the Grouping
feature.

Note: Be sure to use your Requisition Number and do not use other’s requisitions.
15. Select both lines from your first requisition.
Press the Shift button and click on each of the requisition lines to highlight them.
16. Click the Add to Document Builder button.
17. From the Add to Document Builder window, click the OK button.
Notice the Document Builder pane is updated with the two requisition lines.
18. Select both lines from your second requisition.
Press the Shift button and click on each of the requisition lines to highlight them.
19. Click the Add to Document Builder button.
20. Notice there are now 4 lines in the Document Builder.
21. As needed, scroll to bottom of Document Builder pane so the Edit/Create/Clear buttons are
visible, and click the Edit button.
22. Notice there are 4 numbers under the Order Line column for each individu al requisition line,
but that only two order lines will be created.
The application has grouped like items for you, based on the source agreement attributes.
You could override this by choosing a different option in the Actions menu.
Create the Purchase Order.

24. Click the OK button in the window that shows your purchase order was created.
25. From the Edit Document page, click Submit.
26. Make a note of the PO Number: #_____________. It is used in the change order exercise .
28. Click Done.
You have successfully processed requisitions into a purchase order.

Practice 12-7: Creating a Change Order
Overview
You have been asked to make changes to the purchase order you created in the previous
practice. You will use the change order process to do this.
Steps
Select an Existing Open Purchase Order

3. Use the Manage Orders page to search for your recently created purchase order.
Verify or enter the following:
 Procurement BU = US1 Business Unit
 Buyer = your user. For example: Student, PRCXX
5. Find and select the open purchase order you created in the last practice.
6. Click the PO Number link.
Make Changes to Purchase Order

7. From the Purchase Order page, click Edit in the Actions drop-down list.
8. For the warning, click Yes to proceed with changes.
9. To document what or why changes are being made, in the Description field enter: Adjust
quantity and payment terms per team review.
10. Update the Payment Terms field. Choose a different value via the list.
11. Scroll down the screen to the Lines section.
12. Update the Quantity value for Line 1 to something higher.
13. Click the Save button. (Do not choose Save and Close.)
Review Your Changes

14. Click the Actions drop down link (next to the Save button), then select Review Changes.
15. Notice that the application shows blue dots to indicate changes made to the purchase
order.
17. Click the Save and Close option by clicking the down arrow next to Save button.
18. Click the Manage Order subtab.
19. Search on your Purchase Order number again to refresh the page/status.
Notice the PO is still in OPEN status. This means that receipts and invoices are not
withheld while there is a change order in process.

Also notice the Information (i) icon for the purchase order, and the column Change Order
has a value under it to indicate a change order is in process.
20. Hover your mouse over the Information icon. (Do not click on the icon yet.)
Notice bubble text stating “A change order is pending.”
21. Click the Information icon.
A popup window displays link text stating “A change order is pending.”
22. To drill into the change order information, click the link text in the popup window.
This opens a screen with details of the actual changes made to the purchase order.
Submit Your Changes for Approval

23. Click Edit in the Actions drop-down list.
25. Click the OK button to the confirmation, then click Done.
26. Click on Manage Order subtab
27. Search on your Purchase Order number again to refresh the status.
28. Click the PO Number link.
29. Click View Revision History in the Actions drop-down list.
30. When finished reviewing the revision details, click Done.
31. Click Done to return to the Manage Orders page.
32. Click Done again to return to the Purchasing work area.
Tip: The Purchase Order Change Order Template determines which attributes are
controlled by a change order, and can be customized by your organization.

Activities for Lesson 13: Self-
Service Receiving
Overview
Activities for Lesson 13: Self -Service Receiv ing EDA G0013.DOC
Distribution
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=Activities for Lesson 13: Self-Service
Receiving: EDAG0013.doc] is responsible for ensuring this document is necessary, reflects
Demonstration 13-1: Overview of Self-Service Receiving
1. Navigate to My Receipts.
2. Review the required and optional search criteria fields.
3. Select Anytime from the Items Due dropdown list.
4. Select US1 Business Unit from the Requisitioning BU.
5. Click Search.
6. Select the line for the Color Photo Printer from Lee Supplies.
Note that the Receive button is now active.
7. Click Receive.
8. From the Create Receipts page, you could enter the quantity received as well as the
Waybill and Packing Slip identifiers.
9. Click Manage Receipts.
10. Select Any Time in Items Received and US1 Business Unit in Requisitioning BU.
11. Click Search.
12. Select any receipt returned as a search result and note that the Return and Correct buttons
are now active.
13. Click any receipt number and review the details of the receipt.
14. Click Done.
Practice 13-1: Receiving Your Requisition
Overview
To complete the purchasing process, you will use Self-Service Receiving to create a receipt for
one of your earlier requisitions.
Assumptions
 Use your unique student sign on in the format PRCXX.Student.
 Replace XX with your initials or as indicated by your instructor.
 You must have access to an Oracle Application Vision database, comparable training
instance, or comparable test instance at your site on which to complete this practice.
Tasks
(N) Navigator > Procurement > My Receipts
1. Click the Receipts link under the Procurement drop-down.
2. Select the following search criteria:
 Items Due = Any time
 Requisitioning BU = US1 Business Unit
4. Select one of your requisition lines from a prior practice and click the Receive button.
5. Click the Show Receipt Quantity button to default the receipt quantity or enter 1 for
Quantity.
6. Click the Submit button to process the receipt.
7. Click OK on the Confirmation window.
Practice 13-2: Creating a Requisition and Receiving Goods and
Services Through Self-Service Receiving
Overview
You are a new employee with the company and have just received training on Self-Service
Procurement and Self-Service Receiving. You have arrived in your office and realize you need
to order pens. You also notice that your office needs to be cleaned. You wa nt to create a
requisition to order a quantity of 10 ball point pens. On the same requisition, you also want order
cleaning services for your office.
Assumptions
 Use your unique student sign on in the format PRCXX.Student.
 Replace XX with your initials or as indicated by your instructor.
 You must have access to an Oracle Application Vision database, comparable training
instance, or comparable test instance at your site on which to complete this practice.
Tasks
Create Your Requisition

1. Navigate to the Requisitions Shop page.
2. (N) Navigator > Procurement > Purchase Requisitions
3. Click the Shopping Lists link under Quick Links in the right navigation pane.
4. You need to order pens for your office and need to create a requisition for a quantity of 10
ball point pens.
Use quantity-based line types when you want to specify the quantity, unit of measure, and
unit price for the items you are ordering.
Enter Quantity 10 for Round Stic Ball Point Pen, Fine, Blue.
5. Click the Add to Requisition.
6. The next step is to add a fixed price service line to the requisition.
You can use fixed price-based line types when you want to order general business services
by a fixed amount. In our example, you need to create a requisition for a fixed price service
for office cleaning.
Click the Smart Forms link under Quick Links in the right navigation pane.
7. In the Create Request page, select the Request Type Facility Services – Fixed Price.
8. In the Item Description field, enter XX-Office Cleaning Service.
9. Click the Add to Requisition button.
10. Confirm that the Requisition has two lines. The first line is for XX-Office Cleaning Service
and the second line is for the Round Stic pens.
After you have confirmed the two lines have been correctly added to the requisit ion, click
the Edit and Submit button.
11. The Edit Requisition page will open. Confirm that the requisition includes two lines.
Line 1 is Line Type of Goods representing the Offices Supplies. Line 2 is Line Type Fixed
Price Services representing the Office Cleaning Service.
12. Click the Submit button to process the requisition.

13. Click the OK button on the Confirmation window.
14. Record your Requisition Number _______________.
15. Click the Manage Requisitions link under the Purchase Requisitions.
16. Enter the Requisition Number you just recorded in the Search region.
17. Then click the Search button.
18. Confirm in the search results that the Requisition Status is Approved.
19. Click Done.
Receive Your Requisition

20. Navigate to My Receipts. (N) Procurement > My Receipts.
21. Enter the Requisition Number you recorded earlier in the Search region.
22. Select the following additional search criteria:
 Items Due = Any time
 Requisitioning BU = US1 Business Unit
24. There will be two lines available for receiving.
Line 1 is for Office Supplies and Line 2 is for the XX-Office Cleaning Service.
Note: Line 1 is sourced from Supplier Office Depot and Line 2 is sourced from Supplier
JGA.
Each line needs to be received independently.
Select the first line and then click the Receive button.
25. Click the Show Receipt Quantity button to default the full receipt quantity.
26. Click the Submit button to process the receipt.
27. Click the OK button for the Confirmation window.
28. You will be returned to the Receive Items page.
There will now only be one line available to be received since the full quantity for the Office
Supplies was just received.
29. Select the XX-Office Cleaning Service line and then click the Receive button.
30. The Quantity of 200 is automatically defaulted.
Note: This line is for a Fixed Price Service. There is no UOM specified since this is an
amount based receipt as opposed to a quantity-based receipt.
Click the Submit button to process the receipt.
31. Click the OK button for the Confirmation window.
Setting Up and Managing
Supplier Qualification
Management
Overview
Activities for Lesson 14: Setting Up and Managing Supplier Qualification Management EDA G001
Distribution
Oracle Fusion Supplier Qualification
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=Activities for Lesson 14: Setting Up and
Managing Supplier Qualification Management: EDAG0014.docx] is responsible for ensuring this
document is necessary, reflects actual practice, and supports corporate policy.
Demonstration 14-1: Using Basic Functionality
Overview
The goal of this demo is to show how to create qualification objects to use when creating an
initiative. You will create a question, a qualification area, and a qualification model. Then you will
use these to create the qualification initiative. You will invite suppliers and launch then initiative
when you are finished.
Create a question
2. Navigate to the Create Question page
(N) > (H) Supplier Qualification > (H) Manage Questions > (I) Create
3. On the Create Question page, enter the following information:
Field Name Value

Question This is the name of the question.
Enter your sign-on prefix and Q1, for example,
Prc25 Q1
Question Level Supplier
Responder Type Supplier
Mapped to supplier attribute Unchecked
Question Type Multiple Choice with single selection
Question Text How long has your company been in
business?
4. Click the Add icon in the Acceptable Responses region and enter the following
information:
Display Response Text Response Edit Question Branching

Sequence Attachments
10 0-2 Optional No (default)
30 10 or more Optional No (default)
5. Click Activate.
6. Click Save and Close and then OK to confirm.
Create a qualification area
7. Click (H) Manage Qualification Areas
Field Name Value

Qualification Area Use your sign-on prefix then Area 1, for
example PRC25 Area 1
Description Company History
Information Only box (information only areas Leave unchecked
do not have any outcomes defined)
Procurement BU (the BU that owns and can US1 (if not already defaulted)
update this qualification area)
Expiration Reminder 10 / Days
10. For the Questions region, use the question you defined earlier:
11. Click the Add icon. Search for your question, for example, PRC25 Question 1.
12. Highlight the row for the question in the table, click Apply and then OK to confirm.
13. For the Qualification Area Outcomes section, click the Add icon to generate rows and
define the possible outcome judgments for this question’s answers. Use the information in
the following three tables.
Field Name Value

Display Sequence 10
Outcome Excellent
Active Check box
Include in Search (this controls whether this qualification Check box
area outcome can be used when searching suppliers)
Field Name Value

Display Sequence 20
Outcome Average
Active Check box
Field Name Value

Display Sequence 30
Outcome Poor
Active Check box
14. Click Activate

15. Click Save and Close and then click OK to confirm
Create qualification model
16. Click (H) Manage Qualification Models.

18. On the Create Qualification Model page, enter the following:
Field Name Value

Qualification Model Use your sign-on prefix and then Model 1, for
example, PRC25 Model 1
Description Company History Model 1
Procurement BU (this is the BU that owns and US1 Business Unit (if it hasn’t already
can update this area definition) defaulted)
Expiration Reminder 10/days
In the Qualification Areas region, add the area you just created:
20. Search for your qualification area.
21. Highlight the row in the search results.
22. Click Apply and then OK to confirm.
23. Back on the Create Qualification Model page, click Activate.
Create an initiative
At this point, the basic building blocks for your initiative are created. Now you need to leverage
the data in an initiative. You will create a qualification initiative not an assessment initiative. This
will work since a supplier can have multiple qualifications but only one assessment.
25. Click (H) Create Initiative.
26. Enter the following information into the pop-up:
Field Name Value

Type Accept the default – qualification
Procurement BU US1, if it is not already defaulted
Title Use your sign-on prefix and then Initiative1,
for example, PRC25 Initiative 1
27. Click Create. (Write down the name of your initiative. You will need it in the next activity).
28. On the Edit Initiative page, move down to Qualification Areas tab.
29. Click the Add icon to add a qualification area.
30. Use the LOV to choose the qualification area you created earlier in this practice, for
example PRC25 Area 1. (Hint: you can type in the first few letters and the system will
suggest possible options).
31. Optionally you can enter an evaluation due date.
In the Suppliers section, you will now add the suppliers that will get notifications to fill out the
questionnaire.
32. Click Search and Add.
33. On the Overview: Add Suppliers page, enter the supplier name in the Supplier field and
click Search. The first supplier to add is Lee Supplies, so enter Lee and click Search.
34. From the search results, highlight the row for Lee Supplies and click Add to Selection. The
Lee Supplies appears in the far right column area called Supplier Selection.
35. Use this Search….Add to Selection process to add your second supplier, Staffing
Services.
36. You should now have Lee Supplies and Staffing Services in the Supplier Selection
column. These are the only two suppliers you will qualify, so click Continue.
37. When you return to the Edit Initiative page, in the Suppliers region, use the drop down
menus to specify a contact and site for each supplier you are inviting to th e initiative.
Field Name Value

Supplier Lee Supplies
Supplier Site Lee US1
Supplier Contact Lee, Ryan
Field Name Value

Supplier Staffing Services
Supplier Site Staffing US1
Supplier Contact Gray, Jade
38. After you have added your supplier information on the Edit Initiative: Overview page, click
Save.
39. Click Next to go to the Configuration page.
The Configuration page allows you to control certain situations like whether to send the
questionnaire to a supplier when you already have responses for some of the questions. It also
presents information about current qualifications which can be useful when you are re-qualifying
or updating information from suppliers over time.
40. For this practice, we do not need to change anything, so click Next to go Questionnaires
page.
The Questionnaires page allows you to customize the auto-generated questionnaire for this
specific initiative. You can reorder the questions and/or add new sections as needed. If the
questions are not marked as required, you can delete them if you do not need them. This is
possible if you added an area that contained many questions, but there are some questions that
you do not need for this particular initiative.
41. If you want to see how the questionnaire will be displayed, click Preview. You can respond
to the questions on the preview page, so if you had defined any question branching, you
could check that they are operating correctly.
After you have viewed the questionnaire, click Done.

42. For this practice, you will not change the questionnaire, so click Next to go to the Review
page.
43. The Review page simply gives you a snapshot of your initiative and the invited suppliers
prior to launching.
44. Click Validate to check that you have entered all the required information. If there are any
errors, return to the appropriate page and make your corrections.
45. Click OK to confirm.
46. Click Save.
47. Click Launch and click Yes to confirm.
48. Click OK.
49. Sign off and close your browser.
At this point, questionnaires are sent to the two suppliers invited. In the next activity, you will
sign on as a supplier, respond to the questionnaire, and then sign back on as the initiative
creator and process the response.
Demonstration 14-2: Using Initiatives
In this demo, you will show how to access the initiative you created in the prior activity. You will
sign on a supplier and respond to the initiative. Then you will sign back on as the initiative
creator, review and accept the response, and create a qualification.
Access and respond to the questionnaire as a supplier
1. Sign in as supplier contact for Lee Supplies (ryan.lee / weekly password)

2. In your Worklist, you should see an invitation to respond to the initiative you created in the
previous activity. Click the invitation link. Make sure you are responding to your own
invitation link.
3. On the invitation text page, click the Respond to Questionnaire link.
4. Select one of the response options to the question.
5. Click Save.
6. Click Submit. (If you get a pop-up window listing errors, fix them as needed.)
8. Sign off as ryan lee and close your browser.
9. Optional: If you wish, you can sign in as jade.gray and reply to the invitation for Staffing
Services.
View and accept a supplier response
10. Sign back in with your student sign-on/ (weekly password).

 Navigate to the Supplier Qualification Overview page.
(N) > (H) Supplier Qualification.
11. On the Overview page, scroll down to the Initiatives region. On the In Progress tab, click
the Monitor icon for your initiative
12. On the Monitor Initiative page, you can view information about the status of your initiative.
In the upper right corner of the page, the bar graphs show the progress of each step in
processing your initiative.
For example, the received responses graph shows you what percentage of the expected
replies you have received so far. In this case, 50% of the replies are in because you
entered a reply for one of the suppliers, Lee Supplies (if you also entered a reply from
Staffing Solutions, the graph will show 100%). The number of expected responses includes
replies from all of the suppliers invited as well as any internal responders you invited.
Highlight the row for Lee Supplies’ response and click Review and Accept > Supplier
Response.
13. Click LOV for the Actions menu in the top right of the page. You see the options Return to
Responder and View Questionnaire. While you are considering a supplier response, you
can view the questionnaire if needed. If you need more information from the supplier, you
can choose to send the response back to the supplier for additional details.
For this practice, do not choose either value.

14. Click Accept and click OK to confirm.
15. You return to the Monitor Initiative page. Notice that now the bar chart for the Accepted
Responses graph is showing 50% since you have accepted one of the two expected
responses.
Evaluate and finalize a supplier response
16. The next step is to now evaluate the qualification. When you launched the initiative, a draft
qualification was created for each of the suppliers invited. Because you are processing the
response from Lee Supplies, there is an entry under the Lee Suppliers: Qualifications
region. The row is already highlighted, so click Evaluate Qualification.
17. On the Evaluate Qualification page, assign an outcome for the response using the values
below:
Field Name Value

Qualification Outcome Excellent
Qualification Start Date Current Date
Qualification End Date Dec 31 of current year
Expiration Reminder 30 days
Evaluation Date Current Date
18. Click Finalize and then OK to confirm.

19. When you are returned to the Monitor Initiative page, notice that the bar graphs for
Completed Qualifications and Completed Suppliers are now showing 50%. This is because
you have finished evaluating the qualification for Lee Supplies, so the processing for that
supplier is complete.
.
Demonstration 14-3: Performing Basic Implementation Tasks
Demo note: In the instructions for this demo, use the number part of your instructor sign -on
wherever you see INS. This will allow this demo to be performed by multiple instructors within
the same environment if necessary.
Creating Subject and Standards Organization Lookup Values
1. Sign on to the application with your instructor sign-on.

2. Navigate to the Manage Subject Lookup page.
(N) > Setup and Maintenance > (T) All Tasks > search for the Define Supplier
Qualification Configuration tasks group > expand the task group > select the Manage
Subject Lookup task > (I) Go to task
3. In the POQ_SUBJECT: Lookup Codes region, use the Add icon and display the input
fields for the subject lookup codes. If you want to enter data, you can enter something like
the following:
Lookup Code Display Enabled Start Meaning Description Tag

Sequence Date
INS 98 Checked Enter INS INS INS
Environmental today’s Environmental Environmental Environmental
date Meaning Description Tag
INS Hazard 99 Checked Enter INS Hazard INS Hazard INS Hazard Tag
today’s Meaning Description
date
4. When you have finished entering data, click Save and Close and return to the Overview
page.
5. Highlight the Manage Standards Organizations Lookup task and click Go to task.
6. In the POQ_STDS_ORG: Lookup Codes region, use the Add icon and display the input
fields for the organization lookup codes. If you want to enter data, you can enter something
like the following:
Lookup Display Enabled Start Meaning Description Tag

Code Sequence Date
INS IEEE-SA 98 Checked Enter INS IEEE-SA INS IEEE-SA INS IEEE-SA
today’s Meaning Description Tag
date
INS OASIS 99 Checked Enter INS OASIS INS OASIS INS OASIS Tag
today’s Meaning Description
date
page.
8. Select the Manage Assessment Outcome Lookup and click Go to task.
9. In the POQ_ASSESSMENT_OUTCOME: Lookup Codes region, use the Add icon and
display the input fields for the assessment outcome codes. You can see the default values
that already exist in the system. If you want to enter data, you can enter something like the
following:
Lookup Display Enabled Start Meaning Description Tag

Code Sequence Date
INS 98 Checked Enter INS Provisional INS INS Provisional
Provisional today’s Meaning Provisional Tag
date Description
page.
Practice 14-1: Using Basic Functionality
Overview
The goal of this activity is to create qualification objects to use later when creating an initiative.
You will create a question, a qualification area, and a qualification model. Then you will use
these to create the qualification initiative. You will invite suppliers and launch then initiative
when you are finished.
Assumptions
50Mailing Envelope.
 You must have access to an Oracle Fusion Vision database or comparable training or
test instance at your site on which to complete this practice.
Tasks
 Create a question
 Create a qualification area
 Create a qualification model
 Create an initiative
Solution Using Basic Functionality
Create a question

2. Navigate to the Create Question page
(N) > (H) Supplier Qualification > (H) Manage Questions > (I) Create
3. On the Create Question page, enter the following information:
Field Name Value

Question This is the name of the question.
Enter your sign-on prefix and Q1, for
example, Prc25 Q1
Question Level Supplier
Responder Type Supplier
Mapped to supplier attribute Unchecked
Question Type Multiple choice with single selection
Question Text How long has your company been in
business?
4. Click the Add icon in the Acceptable Responses region and enter the following
information:
Display Response Text Response Edit Question

Sequence Attachments Branching
30 10 or more Optional No (default)
5. Click Activate.
Create a qualification area
7. Click (H) Manage Qualification Areas

Field Name Value

Qualification Area Use your sign-on prefix then Area 1, for
example PRC25 Area 1
Description Company History
Information Only box (information only Leave unchecked
areas do not have any outcomes defined)
Procurement BU (the BU that owns and US1 (if not already defaulted)
can update this qualification area)
Expiration Reminder 10 / Days
10. For the Questions region, use the question you defined earlier:
11. Click the Add icon. Search for your question, for example, PRC25 Question 1.
12. Highlight the row for the question in the table, click Apply and then OK.
13. For the Qualification Area Outcomes section, click the Add icon to generate rows and
define the possible outcome judgments for this question’s answers. Use the information in
the following three tables.
Field Name Value

Display Sequence 10
Outcome Excellent
Active Check box
Include in Search (this controls whether this Check box
qualification area outcome can be used when
searching suppliers)
Field Name Value

Display Sequence 20
Outcome Average
Active Check box
Field Name Value

Display Sequence 30
Outcome Poor
Active Check box
14. Click Activate
15. Click Save and Close and then click OK to confirm
Create qualification model
16. Click (H) Manage Qualification Models.

18. On the Create Qualification Model page, enter the following:
Field Name Value

Qualification Model Use your sign-on prefix and then Model 1,
for example, PRC25 Model 1
Description Company History Model 1
Procurement BU (this is the BU that owns US1 Business Unit (if it hasn’t already
and can update this area definition) defaulted)
Expiration Reminder 10/days
In the Qualification Areas region, add the area you just created:
20. Search for your qualification area.
21. Highlight the row in the search results.
22. Click Apply and then OK.
23. Back on the Create Qualification Model page, click Activate.
Create an initiative
At this point, the basic building blocks for your initiative are created. Now you need to leverage
the data in an initiative. We will create a qualification initiative not an assessment initiative. This
will work since a supplier can have multiple qualifications but only one assessment.
25. Click (H) Create Initiative.
26. Enter the following information into the pop-up:
Field Name Value

Type Accept the default – qualification
Procurement BU US1, if it is not already defaulted
Title Use your sign-on prefix and then
Initiative1, for example, PRC25 Initiative
1
27. Click Create. (Write down the name of your initiative. You will need it in the next activity).
28. On the Edit Initiative page, move down to Qualification Areas tab.
29. Click the Add icon to add a qualification area.
30. Use the LOV to choose the qualification area you created earlier in this practice, for
example PRC25 Area 1. (Hint: you can type in the first few letters and the system will
suggest possible options).
31. Optionally you can enter an evaluation due date.
In the Suppliers section, we will now add the suppliers that will get notifications to fill out the
questionnaire.
33. On the Overview: Add Suppliers page, you will enter the supplier name in the Supplier
field and click Search. The first supplier to add is Lee Supplies, so enter Lee and click
Search.
34. From the search results, highlight the row for Lee Supplies and click Add to Selection. The
Lee Supplies appears in the far right column area called Supplier Selection.
35. Use this Search….Add to Selection process to add your second supplier, Staffing
Services.
36. You should now have Lee Supplies and Staffing Services in the Supplier Selection
column. These are the only two suppliers you will qualify, so click Continue.
37. When you return to the Edit Initiative page, in the Suppliers region, use the drop-down
menus to specify a contact and site for each supplier you are inviting to the initiative.
Field Name Value

Supplier Lee Supplies
Supplier Site Lee US1
Supplier Contact Lee, Ryan
Field Name Value

Supplier Staffing Services
Supplier Site Staffing US1
Supplier Contact Gray, Jade
38. Once you have added your supplier information on the Edit Initiative: Overview page,
click Save.
39. Click Next to go to the Configuration page.
The Configuration page allows you to control certain situations like whether to send the
questionnaire to a supplier when you already have responses for some of the questions. It also
presents information about current qualifications which can be useful when you are re-qualifying
or updating information from suppliers over time.
40. For this practice, you do not need to change anything, so click Next to go Questionnaires
page.
The Questionnaires page allows you to customize the auto-generated questionnaire for this
specific initiative. You can reorder the questions and/or add new sections as needed. If the
questions are not marked as required, you can delete them if you don’t need them. This is
possible if you added an area that contained many questions, but there are some questions that
you don’t need for a particular initiative.
41. If you want to see how the questionnaire will be displayed, click Preview. You can respond
to the questions on the preview page, so if you had defined any question branching, you
could check that they are operating correctly.
After you have viewed the questionnaire, click Done.

42. For this practice, you will not change the questionnaire, so click Next to go to the Review
page.
43. The Review page simply gives you a snapshot of your initiative and the invited suppliers
prior to launching.
44. Click Validate to check that you have entered all the required information. If there are any
errors, return to the appropriate page and make your corrections.
46. Click Save.
47. Click Launch and click Yes to confirm.
48. Click OK.
49. Sign off and close your browser.
At this point, questionnaires are sent to the two suppliers invited. In the next activity, you will
sign on as a supplier, respond to the questionnaire, and then sign back on as the initiative
creator and process the response.
.
Practice 14-2: Using Initiatives
Overview
In this activity, you will access the initiative you created in the prior activity. You will sign on a
supplier and respond to the initiative. Then you will sign back on as the initiative creator, review
and accept the response and create a qualification.
Assumptions
50Mailing Envelope.
Tasks
 Access and respond to the questionnaire as a supplier
 View and accept a supplier response
 Evaluate and finalize a supplier response
Solution: Using Initiatives
Access and respond to the questionnaire as a supplier
1. Sign in as supplier contact for Lee Supplies (ryan.lee / weekly password)

2. In your Worklist, you should see an invitation to respond to the initiative you created in the
previous activity. Click the invitation link. Make sure you are responding to your own
invitation link.
3. On the invitation text page, click the Respond to Questionnaire link.
4. Select one of the response options to the question.
5. Click Save. Notice that after you save, the Progress bar graph shows 100% complete.
Since there was only a single question, your response completes the response.
6. Click Submit. (If you get a pop-up window listing errors, fix them as needed.)
8. Sign off as ryan lee and close your browser.
9. Optional: If you wish, you can sign in as jade.gray and reply to the invitation for Staffing
Services.
View and accept a supplier response
10. Sign back in with your student sign-on/ (weekly password).

11. Navigate to the Supplier Qualification Overview page.
(N) > (H) Supplier Qualification.
12. On the Overview page, scroll down to the Initiatives region. On the In Progress tab, click
the Monitor icon for your initiative
13. On the Monitor Initiative page, you can view information about the status of your initiative.
In the upper-right corner of the page, the bar graphs show the progress of each step in
processing your initiative.
For example, the received responses graph shows you what percentage of the expected
replies you have received so far. In this case, 50% of the replies are in because you
entered a reply for one of the suppliers, Lee Supplies (if you also entered a reply from
Staffing Solutions, you will have 100%). The number of expected responses includes
replies from all of the suppliers invited as well as any internal responders you invited.
Highlight the row for Lee Supplies’ response and click Review and Accept > Supplier
Response.
14. Click LOV for the Actions menu in the top right of the page. You see the options Return to
Responder and View Questionnaire. While you are considering a supplier response, you
can view the questionnaire if needed. If you need more information from the supplier, you
can choose to send the response back to the supplier for additional details.
For this practice, do not choose either value.
15. Click Accept and click OK to confirm.
16. You return to the Monitor Initiative page. Notice that now the bar chart for the Accepted
Responses graph is showing 50% since you have accepted one of the two expected
responses.
Evaluate and finalize a supplier response
17. The next step is to now evaluate the qualification. When you launched the initiative, a draft
qualification was created for each of the suppliers invited. Since you are processing the
response from Lee Supplies, there is an entry under the Lee Suppliers: Qualifications
region. The row is already highlighted, so click Evaluate Qualification.
18. On the Evaluate Qualification page, assign an outcome for the response using the values
below:
Field Name Value

Qualification Outcome Excellent
Qualification Start Date Current Date
Qualification End Date Dec 31 of current year
Expiration Reminder 30 days
Evaluation Date Current Date
19. Click Finalize and then OK to confirm.

20. When you are returned to the Monitor Initiative page, notice that the bar graphs for
Completed Qualifications and Completed Suppliers are now also showing 50%. This is
because you have finished evaluating the qualification for Lee Supplies so the processing
for that supplier is complete.
Activities for Lesson 15: Set
Up and Managing Sourcing
Overview
Activities for Lesson 15: Set Up and Managing Sourcing EDA G0015.DOC
Distribution
Oracle Fusion Sourcing
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=Activities for Lesson 15: Set Up and Managing
Sourcing: EDAG0015.doc] is responsible for ensuring this document is necessary, reflects
Demonstration 15-1: Using Basic Functionality
1. Sign in with your student sign-on/weekly password

2. Navigator > Procurement > Negotiations > Create Negotiation (H).
3. In the Create Negotiation pop-up enter:
Field Name Value

Procurement BU US1 Business Unit
Negotiation Type Auction
Negotiation Style Standard Negotiation
Outcome Blanket Purchase Agreement
Negotiation Currency USD
4. Click Create.
5. Click the Overview train stop and enter:
Field Name Value

Title Your sign-on prefix then Class Auction, for
example, Prc25 Class Auction
6. On the General tab, enter:
Field Name Value

Close Date Last day of the month (Located under
Schedule)
Default Maximum Score 10 (Located under Requirements)
Restrict to invited suppliers Checked (Located under Response Rules)
7. On the Terms tab, enter:
Field Name Value

Allow responses in other currencies Checked
8. Click the Requirements train stop.

9. Click Add Predefined Section.
10. Search and select General as the section name.
11. Click Add Requirement.
12. On the Requirement: Add Requirement page, you will enter values to create two
requirements to solicit general information from the supplier. Enter “How many years have
you been in business?” in the text box. This is the text of the requirement that the supplier
contact will see.
13. You will accept all the other defaults, so click Save and Close.
14. When you are returned back to the Edit Negotiation: Requirements page, highlight the
General section name row and click Add Requirement.
15. On the Requirement: Add Requirement page, enter the text for a second requirement.
Enter “What is your corporate structure?”
16. Set Scoring (Located under Properties) = Automatic.
17. Under the Acceptable Responses section, use the Add icon and create two possible
answers:
Response Value Score

Public 60
Private 40

19. When you are returned to the Edit Negotiation: Requirements page, set the weights for
the requirements:
Requirement Weight
How many years have you been in 60
business?
What is your corporate structure? 40
20. Click Save.

21. Click Next.
22. On the Edit Negotiation: Lines page, click the Add icon to add line definitions to your
auction. Add the following three lines (if there is no value specified here, accept the default).
Description Category UOM Estimated

Quantity
Printers Computer Ea 50
Supplies
Servers Computer Ea 5
Supplies
23. Click Save.
24. Click Next.
25. Click the Suppliers train stop.
27. On the Suppliers: Add Suppliers page, enter “lee” in the Supplier field. Click Search.
28. In the Search Results table, highlight the row for Lee Supplies and click Add to Selection.
Notice that Lee Supplies now appears in the Supplier Selection region on the right side of
the page.
29. Enter “advanced” in the Supplier field. Click Search.
30. In the Search Results table, highlight the row for Advanced Corp. Click Add to Selection.
This adds Advanced Corp to the Supplier Selection list.
31. You have added the two suppliers to your negotiation, so click Continue.
32. When you return to the Edit Negotiation: Suppliers page, in the Supplier Site and
Supplier Contact columns, select sites and contacts for you two suppliers.
Supplier Supplier Site Supplier Contact

Lee Supplies Lee US1 Lee, Ryan
Advanced Corp. AC US1 Gould, Tom
33. Click Save.

34. Click Next.
35. On the Review page, use the links on the left side of the work area under Table of
Contents, to navigate between sections of your negotiation. Check that you entered the
requirements and lines information according to the instructions.
36. Note that from the Actions menu, you can download and view a PDF version of the supplier
document and the buyer document.
37. To check your negotiation, you can select the Validate option from the Actions menu.
38. If your negotiation has errors, use the page links under the Table of Contents to go to the
appropriate page and correct the errors. If you negotiation validates successfully, click
Publish. If approvals are enabled in your environment, the negotiation is automa tically
submitted for approval.
39. When you are returned to the Overview page, click Refresh until you see your negotiation
appear in the Ongoing Negotiations region with a status of Active. At this point your
negotiation is open and ready to accept responses.
40. Sign off the application and close your browser.
Respond as the first supplier
41. Sign on to the application as ryan.lee (the contact for Lee Supplies). Your sign-on should
take you to Supplier Portal. Your Worklist: Notifications and Approvals area should have a
notification that you have been invited to respond to the negotiation you just created as a
buyer. Click the notification link.
42. When the notification displays, click the Create New Response link in the bottom-left
corner. This will take you to the Create Response: Overview page.
44. Answer the questions. Notice that for the second question, you have to select a value from
the menu.
45. Click Next or click the Lines train stop.
46. On the Create Response: Lines page, enter a value in the Response Price column for
each line.
47. Click Next. On the Review Response page, you can use the tabs to view the information
you have entered for your response.
48. When you are satisfied with your response, click Submit.
49. Sign out as ryan.lee.
Respond as a second supplier
50. Sign on to the application as tom.gould (the contact for Advanced Corp). Your sign -on
should take you to Supplier Portal. Your Worklist: Notifications and Approvals area should
have a notification that you have been invited to respond to the negotiation you just created
as a buyer. Click the notification link.
51. When the notification displays, click the Create New Response link in the bottom left corner.
This will take you to the Create Response: Overview page.
the menu.
each line.
58. Sign out as tom.gould.
Sign on as the category manager, award the negotiation, and create purchasing
documents.
59. Sign back on using your instructor sign-on.
60. Access Sourcing.
(N) > Procurement > Negotiations
61. On the Overview page, check your negotiation in the Ongoing Negotiations region. You
see that you have two responses.
62. Click the negotiation number link.
63. On the Auction page, select the Analyze > View Response History option from the Actions
menu. On the Response History page, you can view both responses.
64. If you wish to see details about a response, click the response number link.
65. Notice that if a response is unacceptable, you can highlight that response and click
Disqualify.
66. Click Done to return to the Auction page.
67. After viewing both the responses, you are ready to award the negotiation. From the Actions
menu, select Manage > Close to close the negotiation.
68. On the Close Negotiation pop-up, you can enter a note to the suppliers if you wish. Click
Submit. Click OK to confirm. You can see that the negotiation status is now Closed.
69. From the Actions menu, select Award > Award Negotiation.
70. When the Award Negotiation page appears, select the Lines tab.
71. Select the first line, Printers. Click Award.
72. On the Award Line page, there are graphs that you can use as you enter your award
decisions. In the bottom region, the responses are displayed side by side so you can easily
compare them. There are several things to notice about the display.
The responses appear side by side with the best response first. You can see the rank of
the responses in the Rank row. The rankings are based on the bid prices offered.
You can see each bid’s response to the negotiation requirements. Click the Req uirement
Score link to view the requirement responses.
After you have reviewed the bid information, award the line to the bid with the lowest
price. Check the Award Decision box for the winning bid. (Note the award check box is in
the line under the Supplier name.) Note that as soon as you check an award box for a
supplier, the graphs in the top of the page are updated to reflect the new award status
for the negotiation.
73. Click Save and Close. Click OK to confirm.
74. Select the second line. Click Award.
75. Award all twenty units to the lowest price, Advanced Corp. Click Save and Close .
76. View the bid information and award the line to the lowest price.
78. Click Submit for Approval. Click OK to confirm. Notice that you must explicitly submit the
award decision for approval (when you created the negotiation, it was automatically
submitted for approval when you published it.)
79. Return to the Overview page and refresh the display until you see the negotiation in the
Ongoing Negotiation region with a status of Award approved.
80. Access the auction by clicking the negotiation number link.
81. On the Auction page, select the Complete Award option from the Actions menu.
82. On the Complete Award pop-up, select your next action from the options. Note that once
you complete a negotiation, you cannot change the award decisions.
83. For the Outcome, choose to create purchase documents now. Click OK and then click OK
to confirm.
84. The Create Purchasing Documents page shows the information that will be used to
create the purchasing documents. You can view each suppliers purchasing document by
selecting that supplier’s row in the Awarded Lines region.
85. Click Submit. Click OK to confirm.
86. If you wish to view the purchase document for a particular supplier, click the purchase
document link. You can also download and view a PDF of the purchase document.
87. Sign off the application.
Demonstration 15-2: Using Advanced Functionality
Create template from negotiation
1. Sign in to the application with your student sign-on.

2. From the Sourcing Overview page, look in the left hand margin called Tasks and click (H)
Manage Negotiations.
3. In the Manage Negotiations search page, enter the Negotiation number for the negotiation
you created in Part 1 (Refer back to the Part 1 Script to find the number).
4. In the Search results, click the Negotiation number hyperlink for your negotiation.
5. From the Actions drop-down, select Duplicate > Copy to Negotiation Template.
6. In the Negotiation Template, click the Overview page.
7. Enter a title for your template: PrcXX - Computer Components Template, for example
Prc25 – Computer Components Template.
8. Click the Activate button at the top of the page.
Create negotiation from te mplate
1. Look in the left-hand margin called Tasks and click (H) Create Negotiation.
2. On the Create Negotiation pop-up select:
Negotiation Outcome Negotiation Style Negotiation Template

Auction Standard Negotiation Your template name
3. When finished, click Create.

4. Review the information on the Cover Page.
5. Click the Overview link in the navigation train at the top of the page
6. Complete the Overview page using the information below. Allow all the other fields to
default.
Title Open upon Close Date

approval
PrcXX Auction Part 2 Yes Fixed. Enter the end of the
month
7. Click the Requirements train stop at the top of the page.

8. Verify that the information duplicated from the previous auction is correct.
9. Click the Lines link in the navigation train at the top of the page.
10. Verify that the following lines are correctly copied from the negotiation template.
11. Click the Add icon to add another line.
12. Enter a line for Laptop as shown below:
Description Category UOM Current Start Price

Price
Laptop Miscellaneous Ea 650 500
13. Click the Edit icon for the line. You should now be in the Edit Line page for line three.
14. In the Cost Factors section, go to the Actions drop-down list and select Add Row. A new
row appears.
15. Select Freight for the cost factor.
16. Enter Per Unit as the pricing factor (if has not already defaulted) and 2.0 as the Target
Value.
17. Select Display Target.
18. Go to the Attributes section. Select Add Predefined Group option from the Actions menu.
19. Select Exterior for the attribute group name.
20. Select Add Attribute from the Actions menu.
21. On the Add Attribute page, enter What Color in the text box. Make the text bold and
underlined.
22. For the remaining fields, enter the following:
Response Value Type Target Display Target

Required Text Black Yes
23. At the top of the page, click on the drop-down list next to Save and Close and select Save
and Add Another.
24. Enter Size? in the text box with bold and underline
25. For the remaining fields, enter the following:
Response Value Type Target Display Target

Required Text Large Yes
26. Click Save and Close to close the Add Attribute page.
27. Click Save and Close to close the Add Line page.
28. Click on the Suppliers train stop.
29. Review suppliers the supplier information that was copied from the template.

Advanced Corp AC US1 gould.tom
Lee Supplier Lee US1 ryan.lee
Add contract terms to the negotiation, publish, and submit for approval
1. Click the Contract Terms train stop and click Add Contract Terms.
2. Select the Contract Terms Template: Auction Standard Terms Template.
3. Click the Review train stop.
4. Review all of the sections you just set up and verify the data is correct.
5. Click Publish. If there are warnings, click Continue. Note that publishing the negotiation
automatically submits it for approval (if approvals are enabled in your system).
6. When you are taken back to the Overview page, click Refresh until you see your
negotiation appear in the Ongoing Negotiations table. This means that the negotiation has
been approved and opened for supplier responses.
Create an amendment
1. After the negotiation is published, your manager informs you that 100 laptops are needed
instead of the number specified in the original negotiation, so you need to create an
amendment to the published negotiation.
2. Click the negotiation number link to access the negotiation.
3. Select the Create Amendment suboption of the Manage option of the Actions menu.
4. Click the Overview train stop, and enter an Amendment Description: Increasing Laptop
Quantity.
5. Click the Lines train stop and increase Estimate Qty from 50 to 100 for the Laptop line.
6. Click Publish.
7. Write down the Negotiation number _________________________________. Notice how
the original number was incremented
8. Sign out of the application and close the browser.
Respond as a supplier online
1. Sign in to the application as ryan.lee/weekly password.

2. Click the Negotiations tab.
3. On the Overview page, you can see a notification that an amendment to your negotiation
needs your attention.
4. Click the notification link to view the notification. Then click the Acknowledge Amendment
link.
5. After you have viewed the details of the amendment, select the check box to indicate that
you accept the amendment. Click Submit and then Yes.
6. When you are back on the Create Response: Overview page, look at the information the
buyer has added to the negotiation.
7. Click the Requirements train stop. Enter a value for the number of employees.
8. Click on the Lines train stop at the top of the page and enter the following response prices
for each corresponding line item:
Line Number Item Description Response Price

1 Motherboard 26
2 Video card 18
3 Laptop 850
9. Select Line 3 for Laptop.

10. Click on the Actions menu and select Edit Line Details.
11. In the Edit Line Details page, enter the following values:
Freight What Color? Size

.3 Silver Medium

15. From the Actions menu, select Validate.
16. Correct any errors.
17. Click Submit.
18. Write down the bid number ______________________________
Respond as a supplier by spreadsheet
1. Sign in to the application as tom.gould.

2. In the Overview page, you can see a notification that an amendment to your negotiation
link.
4. After you have viewed the details of the amendment, click the check box to indicate that
6. To begin creating your spreadsheet response, click the down arrow next to Create
Response and select Export.
7. Select the following option: XML Spreadsheet - Rich Style (.xml).
8. Save the ZIP file to a local location on your machine.
9. Open the ZIP and right click on the .xml file. This will open the file in Excel.
10. The spreadsheet guides you to filling out the fields. Fields in yellow require a response.
Fields in green are optional. Some fields are protected and you can not enter a value in
them.
11. Enter your response values into the spreadsheet fields as shown in the table below:
Overview - General
Note to Buyer We have a great deal for you.
Requirements
Certification Level In Process
Company Ownership Structure Minority owned
Number of Years in Business 11 or more
12. Click the Lines tab and enter the following response values:

1 Motherboard 22
2 Video Card 13
13. After you have entered your response prices, click the save icon. You will be prompted to
save the file with a different name (the XML file from the ZIP is read-only). Save the file with
a new name. Make sure you do not change the file extension. The file must remain an
.xml file.
14. Return to the Create Response page in the application and select Respond by
Spreadsheet – Import option.
15. Browse to where you saved your response XML file.

16. Click OK.
17. If there are any errors in your spreadsheet file, you will receive a page detailing the issues.
Return to the spreadsheet and correct the errors, save the file and re -upload. You can
upload the spreadsheet multiple times until you have corrected all the errors.
18. If there no errors, you will return to the Create Response page. Click the Lines train stop.
You will see your response prices have been uploaded into the line definit ions.
20. Click on the Lines Link at the top of the page and enter the following response values:

1 Motherboard 22
2 Video Card 13
3 Laptop 915
21. Select Line 3 for Laptop
22. Click the Actions drop-down and select Edit Line Details
23. On the Edit Line Details page, enter the following values:
Freight What Color? Size?

.5 Black large

29. Click Submit.
30. Write down the bid number_________________________________
Award online and by spreadsheet
1. Sign in to the application using your student sign-on. Navigate to the Sourcing Overview
page. (N) > Procurement > (H) Negotiations
2. From the Tasks menu in the left-hand margin and under the Negotiations section, click the
Manage Negotiations link
3. Search for the negotiation that you just created (in the Negotiation Title search field, you
can enter your initials and search)
4. Click the negotiation link for the negotiation that you just created
5. Click the Actions drop-down list and select: Manage > Close.
6. Select Immediately.
7. Enter the following Note to Supplier: We will inform you shortly of our
decision.
8. Click Submit in the pop-up window.
9. You should receive a confirmation message that the negotiation is now closed.
10. When you are in the negotiation, click the Actions drop-down list and select: Award > Award
Negotiation.
11. You should now be in the Award Negotiation page for your negotiation.
12. Click the Lines tab.
13. Select Line 1 – for the Motherboard and click Award.
14. View all the responses side-by-side under the Compare and Award Lines section. Note
that you can compare all response information not just price offered.
15. On the Award Decision Line, select the check box for the supplier that is Ranked #1.
16. Click Save and Close. When you are returned to the Award Negotiation page, note that
the progress bar indicates that a third of the award is completed. Also note that in the Lines
table, the laptops line is marked as awarded.
17. Highlight the second line and click Award.
18. View all the responses side-by-side and use the information to make your award decision
by selecting the check box for that response. Click Save and Close.
19. Back on the Award Negotiation page, highlight the third line and click Award.
20. View all the responses information for that line, make your decision and click the checkbox
for that response.
22. Back on the Award Negotiation page, view all the graphs (including savings) and all other
additional information. For example, take a look at your total savings percentage (you
should be in the green if you awarded maximum savings).
Award by spreadsheet
Explore the option of downloading the award spreadsheet and determining an award dec ision.
1. From the top of the page, click Award By Spreadsheet and select the Export option to
download the spreadsheet to your local drive. Select the rich style XML format.
2. Extract the file into the same folder as the ZIP.
3. Right-click the file and chose Open. This opens the file in Excel. Once the file is open, you
can review the information on the General and Lines tabs. Note that fields in yellow require
a response. Fields in green are optional.
4. Close the Excel workbook. Because you have already specified an award online, you will
not update here, although that is possible.
5. Return to Fusion Sourcing and review the award decision.
6. When you are done reviewing you award, click Complete Award at the top of the page.
7. Select the radio button Create Purchasing Documents Now and Click the OK button.
8. Review the purchasing information and click Submit to create and review the Blanket
Purchase Agreements.
Demonstration 15-3: Two-Stage RFQ with Surrogate Response
Create a two stage RFQ negotiation
1. Sign in with your instructor sign-on.

2. Navigate to the Create Negotiation pop-up
(N) > (H) Negotiations > (H) Create Negotiation
3. On the Create Negotiation pop-up, enter the following data:
Field Name Value

Procurement BU US1
Negotiation Type RFQ
Negotiation Style Two Stage Negotiation
Two Stage Evaluation Checked
Negotiation Template Search for USTWO3300
Outcome Purchase Order
4. Click Create.
5. Click the Overview train stop.
6. Complete the Overview page using the following data:
(Note: enter data for values that are bold. Check the defaults for values that are not bold)
Field Name Value

Title Your instructor prefix - Servers
Open Upon Approval Checked
Close Date End of the month or a reasonable date
Enable weights Checked
Display scoring criteria to suppliers Unchecked
Default Maximum Score 5
Price Tiers Quantity Based
Rank Indicator 1,2,3…
Ranking Method Multiattribute scoring
Restrict to invited suppliers Unchecked
Display to Suppliers Unchecked
Allow suppliers to select lines on which to Checked
respond
Checked
Display to Suppliers
Require full quantity Unchecked
Display to Suppliers Unchecked
Allow multiple responses Checked
Display to Suppliers Checked

Notice there are two evaluations stages that are already defined:
 Server Specification (Technical). Most of the scoring is automatic and you will also
apply the knockout scoring in this stage.
 Company (Commercial). Most of the scoring is manual or the questions are
informational and do not require scoring.
This is important because the technical and commercial stages will be visible to the
buyer at different times, along with any surrogate response that is done by the buyer
side.
8. Click the Lines train stop. Verify the Server item is on the Lines section.
9. Click the Supplier train stop. Verify there are four suppliers listed:
 EIP Inc.
 Lee Supplies
 Dell Inc.
 Office Depot
10. Click the Review train stop. Review all of the sections you just set up and verify the data is
correct.
11. Select the Validate option from the Actions menu. (Correct any errors. You can choose to
address or ignore any warning messages.) After correcting any errors, validate again.
12. Click OK to confirm a successful validation.
13. Click Publish. (If needed, you can click Continue to any pop-up warning message.) Write
down the RFQ number _________________________________. You are returned to the
Homepage.
14. As needed, refresh the Homepage, until your negotiation number hyperlink appears in the
Ongoing Negotiations region.
15. Exit the application and close your browser.
Submit a supplier response (1)

1. Sign on to the application as ryan.lee. To access the negotiation you can:
 Click the invitation notification in your Worklist and then click the Create Response
link
 Click the View Active Negotiations link along the left pane task menu, under the
section Negotiations (you may need to scroll down the pane to see this). Then you
can:
Search for the negotiation that you just created if it has not already defaulted into the Search
Results table.
Select the negotiation number box next to the number hyperlink field, so the line is highlighted,
then select the Create Response option from the Actions menu or click Create Response.
2. Click the Requirements train stop. Notice that there are multiple sections.
3. The 1 of 2 Server Specifications section is visible first. Enter a response according to the
following:
Server Speed in GHz 20

Max Memory in Gb 32
4. In the far-right drop-down field, choose: 2 of 2 Business

5. When the requirements for the Business requirement section appear, enter the following
response values:
What is your total number of employees? 1500

What is your website URL? www.leesupplies.com
Date of Fiscal Year End. June 30
Company Philosophy Always the best price and service
6. Click the Lines train stop. Enter the following data:
Line Item Line Price Response Quantity

Number Description
1 Server 2100 100
V3349
7. Click the pencil icon to edit the line details.

8. For the Cost Factors section set:
 Freight (per unit) = 35
9. For Attributes section set:
 What is daily production capacity of item? = 500
 What is lead time (days) from order shipment? = 5
 What is average % markup in price? = 120
10. You can enter some quantity based price tiers if you choose.
correct.
13. Select the Validate option from the Actions menu. Correct any errors.
14. Click Submit. Write down the quote number __________________________
15. Sign out of the application and close your browser.
Submit a supplier response (2)
1. Sign on to the application as john.kim. To access the negotiation you can:

 Click the invitation notification in your Worklist and then click the Create Response
link
 Click the View Active Negotiations link along the left pane task menu, under the
section Negotiations (you may need to scroll down the pane to see this). Then you
can:
Search for the negotiation that you just created if it has not already defaulted into the Search
Results table.
Select the negotiation number box next to the number hyperlink field, so the line is highlighted,
then select the Create Response option from the Actions menu or click Create Response.
3. Note to Buyer = Always the lowest prices
4. Click the Requirements train stop. Notice that there are multiple sections.
5. The 1 of 2 Server Specifications section is visible first. Enter a response according to the
following:

Max Memory in Gb 4
6. In the far-right drop-down field, choose: 2 of 2 Business

7. When the requirements for the Business requirement section appear, enter the following
response values:

What is your website URL? www.eip.com
Date of Fiscal Year End. Dec 31
Company Philosophy Always the best price and service
8. Click the Lines train stop. Enter the following data:
Line Item Line Price Response Quantity

Number Description
1 Server 1700 100
V3349
9. Click the pencil icon to edit the line details.

10. For the Cost Factors section set:
11. Freight (per unit) = 60
12. For Attributes section set:
13. What is daily production capacity of item? = 150
14. What is lead time (days) from order shipment? = 9
15. What is average % markup in price? = 75
16. You can enter some quantity based price tiers if you choose.
correct.
19. Select the Validate option from the Actions menu. Correct any errors.
20. Click Submit. Write down the quote number __________________________
21. Sign out of the application and close your browser.
Analyze negotiation
1. Sign in with your instructor sign-on.

2. Navigate to the Manage Negotiation page.
(N) > (H) Negotiations > (H) Manage Negotiation.
3. Search for the negotiation that you just created (Hint: in the Negotiation Title search field,
you can enter your initials and search).
5. Select the View Response History suboption from the Analyze option of the Actions menu.
Notice the response column shows Sealed. Everything is sealed. You must first close the
negotiation and then unlock the Technical stage to start seeing quote details.
Click Done.
6. Select the Close suboption from the Manage option of the Actions menu.
7. Check Close Immediately.
8. Enter a Note to Supplier: We must immediately close the RFQ. We will
inform you shortly of our award decision.
9. Click Submit and then OK to confirm.
Unlock technical stage. Create surrogate technical response.
1. Select the Unlock Stage: Technical option from the Manage option of the Actions menu.
2. Click Yes to the Warning message pop-up window. Click OK to confirm.
3. At this point before you view the technical responses, you will enter a surrogate response
for a supplier that does not have access to supplier portal. This supplier sent a response via
other communications.
4. Click the Create Surrogate Response: Technical option from the Manage option of the
Actions menu.
5. On the pop-up, enter jim.gasol, the contact for Office Depot. Click Create.
6. Enter a date and time that is between the open and close date/time of the negotiation. This
information goes in the Response Received On field.
7. Click Next.
8. Notice only the Technical section (Server Specifications) is visible in the Requirements
screen. Enter the following response information:

Max Memory in Gb 64
9. Click Next.
10. Notice for the Lines screen, only the Response Quantity field is enterable. There is no field
for Price.
Enter a Response Quantity = 100.

11. Click the pencil icon to enter the item details. Notice that Cost Factors and Quantity
Based Price Tiers are not visible since they are related to the item price.
12. Only the Attributes section is visible. Enter the following values:
What is the daily production capacity of 2000

item?
What is the lead time (days) from order to 3
shipment?
What is average % markup in price? 100
Unseal technical stage. Complete technical stage.
1. Now it is time to evaluate the responses for the technical stage. Select the Analyze
Negotiation option from the Analyze option of the Actions menu. Click th e quote number link
for Lee Supplies.
Notice as you view the Overview, Requirements, and Lines tabs which information is and
which is not visible during the Technical Evaluation stage:
 Only Requirements and supplier responses marked as Technical are visible. The
questions set for automatic scoring are also shown. You will need to enter in the
manual score later on.
 Requirement lines marked Commercial are not visible.
 Under Lines, the quote price is not visible. Price is part of the Commercial stage.
 The Lines attributes are visible and well as supplier quote response. This can be used
by the buyer to determine a manual score for supplier in the requirements section.
 Under Attachments, you should see an attachment only if the category is From
Supplier: Technical. Commercial attachments are not visible.
2. Click Done.
3. Click on Score number hyperlink to add in a manual score for each supplier who
responded. Enter a number between 1 and 5 for each supplier. Example:
Lee Supplier 4
EIP Inc 1
Office Depot (the surrogate response you 2
entered)
4. Click Apply Knockout Criteria.
A pop-up window opens to show that one supplier does not meet one of the requirements
and is to be removed from shortlist.
5. Click OK. Notice the screen updates to show one supplier with red cross out circle icon to
indicate they have been removed from shortlist.
6. Click Done.
Note: During the Technical stage the supplier item price quote is not considered as the
suppliers are reviewed based on just their technical merits and response. If a supplier
does not meet the minimum criteria, they are knocked out, and the rest of their quote
entries for the commercial stage is not considered.
So you will not see the item price quote for EIP (even though it is the lowest of the 4
suppliers) because it did not make the cut during the technical evaluation.
7. Select the Unseal Stage: Technical option from the Manage option of the Actions menu.
8. Click Yes to any warnings.
You will now complete the technical stage of the evaluation. It is important to note that
once this stage is completed, you cannot go back and update any of the technical scores
or knockout results unless you choose Undo-Complete Evaluation option from the
Actions menu.
10. Select the Complete Stage: Technical option from the Manage option of the Actions menu.
Note the warning pop-up window message: If you complete the Technical stage,
responses excluded from the shortlist will not be available for evaluation in Commercial
stage. Do you want to continue?
11. That means that if a supplier was short listed in the Technical stage, their response will not
carry over to the commercial stage.
12. Click Yes to any pop-up warning message.
Unlock commercial stage. Create surrogate commercial response. Award RFQ.

Unseal commercial state. Complete commercial stage.
1. Select the Unlock Stage: Commercial option from the Manage option of the Actions menu.
2. Click Yes to any warning.
At this point you will enter another surrogate response for the same supplier for whom you
created the previous surrogate response. This time however, it will be for the commercial stage
information.
4. Select the Create Surrogate Response: Commercial option from the Manage option of the
Actions menu.
5. From the pop-up window, choose jim.gasol, the contact for Office Depot.
6. Click Yes to pop-up warning that response will revise active response already submitted.
7. Click Next.
8. Notice the Technical section is visible in the Requirements page, but it is not updateable.
Use the drop down menu to choose section 2 of 2: Business
9. Enter in response value:

What is your website URL? www.dell.com
Date of Fiscal Year End Dec 31
Company Philosophy Hardware anywhere, anytime
10. Click Next.

11. Notice that for the Lines page, the Line Price field is now enabled. Enter a price of 2350.
12. Click the pencil icon to access the line details.
13. Notice that Cost Factors region and Quantity Based Price Tiers region are now visible
because they are related to the item price. In the Cost Factors region, enter a Freight (per
unit) value of 25.
16. Select the Award Negotiation option from the Award option of the Actions menu.
17. Optionally, you can choose to click on each supplier Score number hyperlink to enter in the
internal manual score for Vendor Financial Strength.
18. Select the View Automatic Award Recommendation option from the Actions menu.
19. Click Accept Recommendation.
21. As needed, return to window that has your RFQ details and Actions LOV. Select the Unseal
Stage: Commercial option from the Manage option of the Actions menu.
22. Click Yes to any warnings.
24. Click Submit for Approval.
26. This environment has been setup with the following approval rule:
 Award: Approval is required if the total award amount of the negotiation is equal to or
over 50000. If the amount is less than 50000, the award is auto-approved.
 The award amount should be less than 50000 and will thus be auto -approved. If the
award amount is over 50000, you will need to log in as tiffany.irving to approve the
award via notification.
27. After your award is approved (if necessary), click Complete Award. You will receive a
message “You cannot make changes to award decisions after completing the negotiation. ”
28. Select the option Create purchasing documents now, and click OK.
30. On the Create Purchasing Document page, click Submit and click OK to confirm. Note
the purchase document number. ___________________________
Note: The PO will be incomplete status. Because you used “expense” items, there was no
account number tied to the items. So you must update the purchase document to enter
purchase order charge account numbers for each item before you can submit and approve
the purchase order. You can use 101.10.60540.120.000.000
31. Click Done. You return to the Award Negotiation page. Notice that the status in now
Completed, purchasing document created (Unsealed).
Demonstration 15-4: Using Online Messaging
Sign on as a Category manager and Create a Negotiation
1. Sign on using your instructor sign-on.

2. Create a new negotiation with the following specifications
 Auction
 Standard purchase order outcome
 No cover page information
 Open upon approval (the default)
 Close date 30 days after the open date
 No terms
3. Add two lines:
Description Category UOM Estimated Quantity

Printers Miscellaneous Ea 20
Servers Miscellaneous Ea 20
4. Invite the following suppliers:
Supplier Supplier Contact

Lee Supplies ryan.lee
Advanced Corp tom.gould
5. Send an online message to casey.brown (who is your manager and therefore is

automatically defined to the collaboration team) asking what the starting price should be.
6. Click Messages.
7. On the Online Messages page, select Create from the Actions menu.
8. On the Create Message pop-up:
 Select Casey Brown as the To recipient.
 Enter Meg Chow as the subject.
 Enter “Should I add Meg as an evaluator?”
9. When done, click Send and then Done.

10. When you return to the Edit Negotiation page, click the Suppliers train stop.
11. Search and add Lee Supplies as a supplier and Lee, Ryan as the supplier contact.
12. Publish the negotiation.
13. Sign off.
1. Sign on to the application with ryan.lee (the contact for Lee Supplies). Note that you have
been invited to respond to the negotiation you created previously as the buyer.
2. Access the negotiation and navigate to the Create Response: Lines page. Note that there
is no guidance as to what the opening bid should be.
3. Create an online message that asks for a suggested starting bid. Note that you cannot
specify a particular recipient for this message. It will go to the negotiation creator and all
collaboration team members. Click Messages.
4. On the Online Messages page, select Create from the Actions menu.
5. On the Create Message pop-up:
 Enter Starting Bid as the Subject
 Enter “Is there a suggested opening bid for the Printers line?”
6. Click Send and Done (do not submit the response).
Respond as a collaboration team me mber
8. Sign on as casey.brown (your manager).

9. Access the negotiation. Note that you have two messages: one from your instructor sign-on
(the negotiation creator) and another from ryan.lee (the first responder).
10. Respond to both the messages:
 To the negotiation creator (your instructor sign-on): “Yes. Please include Meg.”
 To ryan lee: “Yes, an opening bid of $100 is good.”
11. Sign off.
Sign on as the negotiation creator and view your messages.

2. Access the negotiation. Check your online messages. You should see a response from
Casey Brown to your question and a question from Ryan Lee.
3. Access and view the messages from both Casey and Ryan.
4. Display the print format for the messages.
5. Sign off.
Demonstration 15-5: Implementing Sourcing
Creating a negotiation template

In an earlier demo, you showed how to use an existing negotiation to create a template, in this
section, you will show how to create a negotiation template from scratch.
1. Access the Manage Negotiation Templates page: (N) > Tools > Setup and Maintenance >
(T) All Tasks > Search on Manage Negotiation Templates
3. Proceed through the template creation flow. Accept defaults wherever they appear. Point
out along the way the pieces of information which are not entered into the template (such
as Close Date).
4. Add four negotiation lines:
Description Category UOM

Printers Computer Supplies Ea
External Monitors Computer Supplies Ea
Servers Computer Supplies Ea
Laptops Computer Supplies Ea
5. Add three suppliers:
Supplier Supplier Contact

Lee Supplies ryan.lee
Staffing Services jade.gray
Howell Engineering jose.perez
6. Activate the template.
Create a negotiation style

In this section, you will create a negotiation style that can be used with two-stage RFQ
negotiations.
1. Access the Manage Negotiation Styles page: (N) > Tools > Setup and Maintenance > (T)
All Tasks > Search on Manage Negotiation Styles
3. Call your style PrcXX Two Stage Style
4. Give your style a code of PrcXXtwostage.
5. Create the style according to the information below:
 Document type is only RFQ
 Set Negotiation Display Name = Two Stage RFQ
 Omit the cover page.
 Omit terms instructions, requirement instructions, line instructions
 Omit lots and line groups
 Omit contract terms.
7. Create an RFQ and select your style on the create popup.
8. Tab through the negotiation and point out the omissions controlled by the style sheet. (Note
also that even though you didn’t explicitly deselect them, some negotiation features do not
appear because they are not appropriate for an RFQ type negotiation.)
Defining negotiation lookups

In this section, you will create a requirement section name and an attribute group name. After
you have created the lookups, you will sign on as a functional user and show where the new
names appear within the application.
1. Navigate to the Manage Requirement Section Lookup page. (N) >Tools > Setup and
Maintenance > (T) All Tasks > Search on Manage Requirement Section Lookup
Lookup Code Display Start Date Meaning Description

Sequence
XXRequirement 50 The next XX Requirement
Lookup for Class available first Requirement lookup for PRC
of the month Lookup for implementation
Class course

5. Navigate to the Manage Attribute Group Lookup page. (N) > Tools > Setup and
Maintenance > (T) All Tasks > Search on Manage Attribute Group Lookup
Code Display Start Date Meaning Description

Sequence
XXAttribute 50 The next XX Attribute Attribute Lookup
Lookup for available first of Group Lookup for PRC
Class the month for Class implementation
course
9. Access the Sourcing application. (N) > Procurement > Negotiations > Create Negotiation
10. Create a negotiation. Accept the defaults for negotiation type, outcome, and other typical
attributes.
11. On the Overview page, enter values for a negotiation title and Close Date.
12. On the Requirement page, click Add Predefined Section.
13. Scroll to find the section title you created.
14. Proceed to the Lines page.
15. Create a dummy line:
16. Click Edit (scroll to the end of the line to access the icon).
17. On the Edit Line page, scroll to the Attributes region.
18. Click Add Predefined Group.
19. Browse to the lookup value you defined earlier.
Creating cost factors

In this section, you will create three cost factors. You will use these cost factors in a later
demonstration when creating a cost factor list.
1. Navigate to the Manage Cost Factor page. (N) > Tools > Setup and Maintenance > (T) All
Tasks > Search on Manage Cost Factors > Go to task.
3. Create the following three cost factors using the indicated codes and pricing basis:
37. Name 38. Code 39. Pricing Basis

40. XXShipping 41. XXShip 42. Fixed amount per line
43. XXHazardous 44. XXHazard 45. Fixed amount per unit
materials charge
46. XXImport tax 47. XXImport 48. Percentage of line
price
4. Save the new cost factors. You will use them later.
Defining negotiation lists

In this section, you will show how to create a cost factor list and an attribute list. You will use the
previously created cost factors when creating the cost factor list. You will create new attributes
and add them to your list.
1. Navigate to the Manage Cost Factor Lists page. (N) > Tools > Setup and Maintenance >
(T) All Tasks > Search for Manage Cost Factor Lists > Go to task
2. Create a cost factor list called XXShipping Costs.
3. To this list, add the three cost factors you created in the previous demonstration.
4. Navigate to the Manage Attribute Lists page. (N) > Tools > Setup and Maintenance > (T)
All Tasks > Search for Manage Attribute Lists > Go to task
5. Call this list XXPrinters.
6. This list has two attributes (these attributes are already defined in the system).
Name Data Type Acceptable Score Required? Weight
Values
WiFi Text Yes 75 Yes 50
Enabled
58. No 60. 25
PPM Numeric 0-30 25 Yes 50
31 + 75
Practice 15-1: Using Basic Functionality
Overview
In this activity, you will create a negotiation with requirements, lines and suppliers. You will then
sign on as a supplier and respond to the negotiation. Finally, you will sign on again as the
category manager, award the negotiation and create the purchase documents.
Assumptions
You must have access to an Oracle Application Vision database or comparable training or
Tasks
 Create a negotiation
 Respond as a supplier
 Award the negotiation
 Create purchasing documents.
Solution: Using Basic Functionality
Create a negotiation
1. Sign in with your student sign-on/weekly password

(N( > Procurement > Negotiations > Create Negotiation (H).
2. On the Create Negotiation pop-up enter:
Field Name Value

Procurement BU US1 Business Unit
Negotiation Type Auction
Negotiation Style Standard Negotiation
Outcome Blanket Purchase Agreement
3. Click Create.
4. Click the Overview train stop and enter:
Field Name Value
Title Your sign-on prefix then Class
Auction, for example, Prc25 Class
Auction
5. On the General tab, enter:

Field Name Value
Close Date Last day of the month (Located under
Schedule)
Default Maximum Score 10 (Located under Requirements)
Restrict to invited suppliers Checked (Located under Response Rules)
6. On the Terms tab, enter:
Field Name Value

Allow responses in other currencies Checked

8. Click Add Predefined Section.
9. Search and select General as the section name.
10. Click Add Requirement.
11. On the Requirement: Add Requirement page, you will enter values to create two
requirements to solicit general information from the supplier. Enter “How many years
have you been in business?” in the text box. This is the text of the requirement that
the supplier contact will see.
12. You will accept all the other defaults, so click Save and Close.
13. When you are returned back to the Edit Negotiation: Requirements page, highlight the
General section name row and click Add Requirement.
14. On the Requirement: Add Requirement page, enter the text for a second requirement.
Enter “What is your corporate structure?”
15. Set Scoring (Located under Properties) = Automatic.
16. Under the Acceptable Responses section, use the Add icon and create two possible
answers:
Response Value Score

Public 60
Private 40

18. When you are returned to the Edit Negotiation: Requirements page, set the weights for
the requirements:
Requirement Weight
How many years have you been in 60
business?
What is your corporate structure? 40
19. Click Save.

20. Click Next.
21. On the Edit Negotiation: Lines page, click the Add icon to add line definitions to your
auction. Add the following three lines (if there is no value specified here, accept the default).
Description Category UOM Estimated Quantity
Printers Computer Supplies Ea 50
Servers Computer Supplies Ea 5
22. Click Save.
23. Click Next.
24. Click the Suppliers train stop.
26. On the Suppliers: Add Suppliers page, enter “lee” in the Supplier field. Click Search.
27. In the Search Results table, highlight the row for Lee Supplies and click Add to Selection.
Notice that Lee Supplies now appears in the Supplier Selection region on the right side of
the page.
28. Enter “advanced” in the Supplier field. Click Search.
29. In the Search Results table, highlight the row for Advanced Corp. Click Add to Selection.
This adds Advanced Corp to the Supplier Selection list.
30. You have added the two suppliers to your negotiation, so click Continue.
31. When you return to the Edit Negotiation: Suppliers page, in the Supplier Site and
Supplier Contact columns, select sites and contacts for you two suppliers.

Lee Supplies Lee US1 Lee, Ryan
Advanced Corp. AC US1 Gould, Tom
32. Click Save.

33. Click Next.
34. On the Review page, use the links on the left side of the work area under Table of
Contents, to navigate between sections of your negotiation. Check that you entered the
requirements and lines information according to the instructions.
35. Note that from the Actions menu, you can download and view a PDF version of the supplier
document and the buyer document.
36. To check your negotiation, you can select the Validate option from the Actions menu.
37. If your negotiation has errors, use the page links under the Table of Contents to go to the
appropriate page and correct the errors. If you negotiation validates successfully, click
Publish. If approvals are enabled in your environment, the negotiation is automatically
submitted for approval.
38. When you are returned to the Overview page, click Refresh until you see your negotiation
appear in the Ongoing Negotiations region with a status of Active. At this point your
negotiation is open and ready to accept responses.
39. Sign off the application and close your browser.
40. Sign on to the application as ryan.lee (the contact for Lee Supplies). Your sign-on should
take you to Supplier Portal. Your Worklist: Notifications and Approvals area should have a
notification that you have been invited to respond to the negotiation you just created as a
buyer. Click the notification link.
the menu.
each line.
48. Sign out as ryan.lee.
Respond as a second supplier
49. Sign on to the application as tom.gould (the contact for Advanced Corp). Your sign -on
should take you to Supplier Portal. Your Worklist: Notifications and Approvals area should
have a notification that you have been invited to respond to the negotiation you just created
as a buyer. Click the notification link.
the menu.
each line.
57. Sign out as tom.gould.
Sign on as the category manager, award the negotiation, and create purchasing
documents.
58. Sign back on using your student sign-on.
59. Access Sourcing.
(N) > Procurement > Negotiations
60. On the Overview page, check your negotiation in the Ongoing Negotiations region. You
see that you have two responses.
62. On the Auction page, select the Analyze > View Response History option from the Actions
menu. On the Response History page, you can view both responses.
If you wish to see details about a response, click the response number link.
Notice that if a response is unacceptable, you can highlight that response and click Disqualify.
63. Click Done to return to the Auction page.
64. After viewing both the responses, you are ready to award the negotiation. From the Actions
menu, select Manage > Close to close the negotiation.
65. On the Close Negotiation pop-up, you can enter a note to the suppliers if you wish. Click
Submit. Click OK to confirm. You can see that the negotiation status is now Closed.
66. From the Actions menu, select Award > Award Negotiation.
67. When the Award Negotiation page appears, select the Lines tab.
68. Select the first line, Printers. Click Award.
69. On the Award Line page, there are graphs that you can use as you enter your award
decisions. In the bottom region, the responses are displayed side by side so you can easily
compare them. There are several things to notice about the display.
The responses appear side by side with the best response first. You can see the rank of the
responses in the Rank row. The rankings are based on the bid prices offered.
You can see each bid’s response to the negotiation requirements. Click the Requirement Score
link to view the requirement responses.
After you have reviewed the bid information, award the line to the bid with the lowest price.
Check the Award Decision box for the winning bid. (Note the award check box is in the line
under the Supplier name.) Note that as soon as you select an award box for a supplier, the
graphs in the top of the page are updated to reflect the new award status for the negotiation.
70. Click Save and Close. Click OK to confirm.
71. Select the second line. Click Award.
72. Award all 20 units to the lowest price, Advanced Corp. Click Save and Close.
73. View the bid information and award the line to the lowest price.
75. Click Submit for Approval. Click OK to confirm. Notice that you must explicitly submit the
award decision for approval (when you created the negotiation, it was automatically
submitted for approval when you published it.)
76. Return to the Overview page and refresh the display until you see the negotiation in the
Ongoing Negotiation region with a status of Award approved.
77. Access the auction by clicking the negotiation number link.
78. On the Auction page, select the Complete Award option from the Actions menu.
79. On the Complete Award pop-up, select your next action from the options. Note that once
you complete a negotiation, you cannot change the award decisions.
80. For the Outcome, choose to create purchase documents now. Click OK and then click OK
to confirm.
81. The Create Purchasing Documents page shows the information that will be used to
create the purchasing documents. You can view each suppliers purchasing document by
selecting that supplier’s row in the Awarded Lines region.
82. Click Submit. Click OK to confirm.
83. If you wish to view the purchase document for a particular supplier, click the purchase
document link. You can also download and view a PDF of the purchase document.
Practice 15-2: Using Advanced Functionality
Overview
For this scenario, you are renegotiating a contract for computer components. You will create a
negotiation template based on the negotiation you created in the previous activity to create your
negotiation. After the negotiation is published, you will create an amendment to increase a line
quantity.
You will respond as two different suppliers. You will place your first response online. You will
use the spreadsheet upload feature to place your second response.
As the category manager, you will close and award the negotiation
Assumptions
Tasks
 Create template from negotiation
 Create negotiation from template
 Add contract terms to negotiation
 Publish notification and submit for approval
 Create a negotiation amendment
 Respond as a supplier online
 Respond as a supplier by spreadsheet
 Award online
 Award by spreadsheet
Solution: Using Advanced Functionality
Create template from negotiation
1. Sign in to the application with your student sign-on.

2. From the Sourcing Overview page, look in the left hand margin called Tasks and click (H)
Manage Negotiations.
3. In the Manage Negotiations search page, enter the Negotiation number for the negotiation
you created in Part 1 (Refer back to the Part 1 Script to find the number).
4. In the Search results, click on the Negotiation number hyperlink for your negotiation.
5. From the Actions drop-down, select Duplicate > Copy to Negotiation Template.
6. In the Negotiation Template, click the Overview page.
7. Enter a title for your template: PrcXX - Computer Components Template, for example
Prc25 – Computer Components Template .
8. Click on the Activate button at the top of the page.
Create negotiation from te mplate
1. Look in the left hand margin called Tasks and click (H) Create Negotiation.
2. On the Create Negotiation pop-up select:
Negotiation Negotiation Style Negotiation Template

Outcome
Auction Standard Your template name
Negotiation
3. When finished, click Create

4. Review the information on the Cover Page.
5. Click the Overview link in the navigation train at the top of the page
6. Complete the Overview page using the information below. Allow all the other fields to
default.
Title Open upon Close Date

approval
PrcXX Yes Fixed. Enter the
Auction end of the month
Part 2
7. Click the Requirements train stop at the top of the page
8. Verify that the information duplicated from the previous auction is correct.
9. Click the Lines link in the navigation train at the top of the page
10. Verify that the following lines are correctly copied from the negotiation template.
11. Click the Add icon to add another line
12. Enter a line for Laptop as shown below.
Description Category UOM Current Start

Price Price
Laptop Miscellaneous Ea 650 500
13. Click the Edit icon for the line. You should now be in the Edit Line page for line three.
14. In the Cost Factors section, go to the Actions drop-down list and select Add Row. A new
row appears.
15. Select Freight for the cost factor.
16. Enter Per Unit as the pricing factor (if has not already defaulted) and 2.0 as the Target
Value.
17. Select Display Target.
18. Go to the Attributes section. Select Add Predefined Group option from the Actions menu.
19. Select Exterior for the attribute group name.
20. Select Add Attribute from the Actions menu.
21. On the Add Attribute page, enter What Color in the text box. Make the text bold and
underlined.
22. For the remaining fields enter the following:
Response Value Type Target Display

Target
Required Text Black Yes
23. At the top of the page, click on the drop-down list next to Save and Close and select Save
and Add Another.
24. Enter Size? in the text box with bold and underline
25. For the remaining fields enter the following:
Response Value Type Target Display
Target
Required Text Large Yes
26. Click Save and Close to close the Add Attribute page.
27. Click Save and Close to close the Add Line page.
28. Click on the Suppliers train stop.
29. Review suppliers the supplier information that was copied from the template.

Advanced AC US1 gould, tom
Corp
Lee Supplies Lee US1 ryan.lee
Add contract terms to the negotiation, publish, and submit for approval
1. Click Contract Terms train stop and click Add Contract Terms.
2. Select the Contract Terms Template: Auction Standard Terms Template.
4. Review all of the sections you just set up and verify the data is correct
5. Click Publish. If there are warnings, click Continue. Note that publishing the negotiation
automatically submits it for approval (if approvals are enabled in your system).
6. When you are taken back to the Overview page, click Refresh until you see your
negotiation appear in the Ongoing Negotiations table. This means that the negotiation has
been approved and opened for supplier responses.
Create an amendment
After the negotiation is published, your manager informs you that 100 laptops are needed
instead of the number specified in the original negotiation, so you need to create an amendment
to the published negotiation.
1. Click the negotiation number link to access the negotiation.
2. Select the Create Amendment suboption of the Manage option of the Actions menu.
3. Click the Overview train stop, and enter an Amendment Description: Increasing Laptop
Quantity.
4. Click on Lines train stop and increase Estimate Qty from 50 to 100 for the Laptop line.
5. Click Publish.
6. Write down the Negotiation number _________________________________. Notice how
the original number was incremented
Respond as a supplier online

1. Sign in to the application as ryan.lee/weekly password
2. Click the Negotiations tab.
link.
buyer has added to the negotiation. Click the Requirements train stop. Enter a value for
the number of employees.
7. Click on the Lines train stop at the top of the page and enter the following response prices
for each corresponding line item:
Line Item Description Response

Number Price
1 Motherboard 26
2 Video Card 18
3 Laptop 850

9. Click on the Actions menu and select Edit Line Details

.3 Silver Medium
11. Click the Save and Close button at the top of the page.
16. Click Submit.
17. Write down the bid number ______________________________
Respond as a supplier by spreadsheet
1. Sign in to the application as tom.gould

link.
6. To begin creating your spreadsheet response, click the down arrow ne xt to Create
Response and select Export
7. Select the following option: XML Spreadsheet - Rich Style (.xml)
8. Save the ZIP file to a local location on your machine.
9. Open the ZIP and right click the .xml file. This will open the file in Excel.
10. The spreadsheet guides you to filling out the fields. F ields in yellow require a response.
Fields in green are optional. Some fields are protected and you can’t enter a value in them.
Enter your response values into the spreadsheet fields as shown in the table below:
Overview - General Tab
Note to Buyer We have a great deal for

you.
Requirements Tab
Certification Level: In Process
Company Ownership Minority owned

Structure
Number of Years in 11 or more
Business:
11. Click the Lines tab and enter the following response values:
Line Item Response
Number Description Price
1 Motherboard 22
2 Video Card 13
12. After you have entered your response prices, click the save icon. You will be prompted to
save the file with a different name (the xml file from the ZIP is read-only). Save the file with
a new name. Make sure you do not change the file extension. The file must remain an
.xml file.
13. Return to the Create Response page in the application and select Respond by
Spreadsheet – Import option.
14. Browse to where you saved your response XML file.
15. Click OK.
16. If there are any errors in your spreadsheet file, you will receive a page detailing the issues.
Return to the spreadsheet and correct the errors, save the file and re -upload. You can
upload the spreadsheet multiple times until you have corrected all the errors.
17. If there no errors, you will return to the Create Response page. Click the Lines train stop.
You will see your response prices have been uploaded into the line definitions.
19. Click on the Lines train stop and enter the following response values:
Line Item Description Response

Number Price
1 Motherboard 22
2 Video Card 13
3 Laptop 915

21. Click on the Actions drop-down and select Edit Line Details

.5 Black Large

28. Click Submit.
29. Write down the bid number_________________________________
Award online
1. Sign in to the application using your student sign-on. Navigate to the Sourcing Overview
page. (N) > Procurement > (H) Negotiations.
2. From the Tasks menu in the left-hand margin and under the Negotiations section, click the
Manage Negotiations link.
3. Search for the negotiation that you just created (in the Negotiation Title search field, you
can enter your initials and search).
4. Click the negotiation link for the negotiation that you just created.
5. Click the Actions drop-down list and select: Manage > Close.
6. Select Immediately.
7. Enter the following Note to Supplier: We will inform you shortly of our decision.
8. Click Submit in the pop-up window.
9. You should receive a confirmation message that the negotiation is now closed.
10. When you are in the negotiation, click the Actions drop-down list and select: Award > Award
Negotiation.
11. You should now be on the Award Negotiation page for your negotiation.
12. Click on the Lines tab.
13. Select Line 1 – for the Motherboard and click Award.
14. View all the responses side-by-side under the Compare and Award Lines section. Note
that you can compare all response information not just price offered.
15. On the Award Decision Line, check the checkbox for the supplier that is Ranked #1.
16. Click Save and Close. When you are returned to the Award Negotiation page, note that
the progress bar indicates that a third of the award is completed. Also note that in the Lines
table, the laptops line is marked as awarded.
17. Highlight the second line and click Award.
18. View all the responses side-by-side and use the information to make your award decision
by clicking in the checkbox for that response. Click Save and Close.
19. Back on the Award Negotiation page, highlight the third line and click Award.
20. View all the responses information for that line, make your decision and click the checkbox
for that response.
22. Back on the Award Negotiation page, view all the graphs (including savings) and all other
additional information. For example, take a look at your total savings percentage (you
should be in the green if you awarded maximum savings).
Award by spreadsheet
Explore the option of downloading the award spreadsheet and determining an award decision.
1. From the top of the page, click Award By Spreadsheet and select the Export option to
download the spreadsheet to your local drive. Select the rich style XML format.
2. Extract the file into the same folder as the ZIP.
3. Right-click the file and chose Open. This opens the file in Excel. Once the file is open, you
can review the information on the General and Lines tabs. Note that fields in yellow require
a response. Fields in green are optional.
4. Close the Excel workbook. Because you have already specified an award online, you will
not update here, although that is possible.
5. Return to Fusion Sourcing and review the award decision.
6. When you are done reviewing you award, click Complete Award at the top of the page
7. Select the radio button Create Purchasing Documents Now and Click the OK button.
8. Review the purchasing information and click Submit to create and review the Blanket
Purchase Agreements.
Procurement Contracts
Overview
Activities for Lesson 16: Procurement Contracts EDA G0016.DOCX

Distribution
Oracle Fusion Procurement Contract
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=Activities for Lesson 16: Procurement
Contracts: EDAG0016.docx] is responsible for ensuring this document is necessary, reflects

Demonstration 16-1 Defining Yourself as a Contracts Resource
Define yourself as a contracts resource
1. Sign on to the application as crm_impl/weekly password.

2. Navigate to the Identify Resources page.
(N) > Resource Directory > (H) Identify Resources
3. On the Identify Resources page, enter your Person name (in the format firstname
<space> lastname), select a Usage of Employee, and click Search.
4. From the Search Results, highlight the row for your person occurrence.
5. Click Add as Resource . Click OK to confirm.
6. On the Add Resource Information page, search the Organization field for OKC%. Select
OKC:300000046987012 (just look for the entry ending in -7012).
7. Select a Role of Contract Administrator.

Demonstration 16-2: Creating a Simple Contract
1. Sign in to the application with instructor sign-on. Navigate to the Contracts Homepage.
(N) > (H) Contract Management > (H) Contracts > (H) Create Contract.
2. On the Create Contract pop-up, enter the following details:
 Business Unit = USA1 Business Unit
 Type = Buy: No lines
 Number = your sign-on prefix US1. For example, PRC25 US1
 Primary Party = Lee Supplies
For other fields, keep the default value.
1. Click Save and Continue. The Edit Contract page appears.
2. Click in the Name field under the Header tab and enter the Name “LS Contract your
sign-on prefix.” For example, LS Contract PRC25.
3. Click the Parties link along the left column (under the Header tab).
Observe the Parties and Contacts and other fields that default. And observe that you can
add additional parties and additional team members.
4. Click the Contract Terms tab.
Observe that the template Facilities Service Agreement terms has defaulted based on the
contract type you chose earlier.
5. Notice the outline view on the left and text preview pane in the center. In the outline area,
Click View > Expand All to see the full outline.
You can manipulate the order of the clauses in the draft by using drag and drop in the
outline. Likewise, you can add/update/delete and cut/paste clauses from the text using the
corresponding actions in the outline area.
Note you cannot type directly into the preview pane. To edit a clause using the rich text
editor, you must choose the clause and then Edit.
6. Now you will run the Contract Expert. This wizard-like tool prompts you with questions
according to pre-established rules and policies. In addition, it asks for any missing variable
values that occur in the contract text.
Click the Run Contract Expert graphic.

7. Contract Expert first asks you to supply values for any variables. Click the cell under the
Value column.
8. Enter the value for the Variable Insurance _Amt, for example, 10000.
9. Click Next.
10. Next, the Contract Expert will prompt for answers to any questions. Answer Yes to both
questions.
11. Click the Next button. Contract Expert will show any clauses that will be inserted into the
document based on your answers to the previous questions.
12. Click the Clause Details icon to view the clause verbiage what will be added. When finished
viewing, click Done to close the pop-up window

13. Click Finish and OK to confirm.
14. You can see in the outline on the left that the Hazardous Material Handling clause has
been inserted.
15. Select the Validate Contract Terms option from the page level Actions menu. This is to
ensure no errors. Any error that appears must be rectified before submitting for approval.
16. If there are no errors, click Done.
17. Notice in the outline view of the preview area, the Facilities Terms of Agreement clause is
marked with a small orange square icon. Other clauses may have this also depending on
the changes you made while editing the document in Word.
This is a visual indicator that the clause is “non-standard”; that is, something about it has
changed versus what you started with in the template boilerplate.
Typically, contract approvers care about these differences and will investigate them.
18. From the tab level Actions menu, select the Review Contract Deviations option to run the
contract deviations report.
This report provides a summary of everything non-standard about this contract, including
any variations from policy (as well as from the standard language.) The report can be
included on the approval notification for the contract via the Generate For Approval check
box.
19. You may enter in explanation text in the Approval Abstract text area. This area allows the
contract author to provide information for the approvers. This information typically provides
additional details or justification for any deviations documented in the report. Click Save
and Close.
20. Click Submit to submit the contract for approval. It will show the validation results for error/
warnings if any. There should be no errors because you have already validated.
21. On the Submit Contract: Review Approvers page, click Submit.
(If you wish to approve the contract in the following optional step, write down the name of
the approving sign-on, before submitting.)
22. Optional Step (Approving your Contract).
Sign on as the person designated as the approver for the contract.
In your Notifications area you can find the approval request notification. It may take a few
minutes to appear after the submission in the previous step.
You can access the approval request by clicking the notification.
When the approval notification text appears, you can view the contract details. When you
are satisfied, click Approve.

Demonstration 16-3: Creating a Clause
1. Sign in to the application with your instructor sign-on.

2. Navigate to the Create Clause page
(N) > (H) Terms Library > (H) Create Clause.
3. Click the Business Unit list and select the US1 Business Unit.
4. Click in the Number field. Enter a value using your sign-on number duplicated twice. For
example, for PRC25.student, you will use 252525 as the number.
5. Enter the Title for your clause, for example, PRCXX - Buy - Law.
6. Click in the Display Title field.
7. Enter the desired information into the Display Title field. Enter a valid value, for example,
PRCXX Laws.
8. Click the Intent list and select Buy.
9. Click the Type field list and select any value, for example, Administration.
10. Start Date should default to today’s date.
11. Click the Text tab, under Clause Details section.
Enter your clause text in the text area below.

You may enter text directly or you may cut and paste from another source.
(If you copy text from Word or other rich text source, it is recommended to paste it into
Notepad first and then copy from there into the application (to ensure hidden characters do
not cause issues.)
12. Click the Instructions tab. This step is optional. Here you can enter additional clause
information such as instruction text. Click Save.
13. Click the Related Clauses tab. This step is also optional. You may add related clause
information to specify alternate or exclusion rules for this clause.
14. Return to the Text tab to add variables to the clause text. Click Insert Variables. This is
optional. A Variable is populated when the clause is used either by information provided by
the user or by some other structured data known in the system.
15. Click the Insert Variables link. View the Insert Variables pop-up.
16. Search for the variable named Parties.
17. Select the box next to Parties line after search results appear.
18. Click Apply.
19. Click Done. The variable will be inserted to the clause text as [@parties@]
20. Click Submit when finished with the clause information.
21. Click OK to the pop up window confirmation. This submits the clause for approval.
22. Sign out of your student sign-on. Sign on as kyle.hutchins.
23. On Kyle’s homepage, you should see a notification that your clause is awaiting approval.
24. Click the notification link.
25. When the notification opens, click Approve in the top-right corner.
26. Sign out as kyle.hutchins. Sign back on with your student sign-on. Navigate to Contract
Terms.
27. On your Overview page, check your notifications. You should see a notification that your
clause has been approved.

Alternately, you can check the status of the clause, by searching the clause under Search
option.
This Search portlet is along the far left pane. As needed, you will have to click on the
double down arrows to show the Search portlet along the far left pane.
28. Enter your clause number or you can enter just your initial %.
29. Click the Search link. It will display the clause. You can see the clause status as “Approved”
30. Click Done.

Demonstration 16-4: Creating a Section
1. Sign on using your instructor sign-on/weekly password.

2. Navigate to the Create Section page.
(N) > (H) Terms Library > (H) Create Section.
Sections are very basic. They are used as dividers on templates and contracts to mark out
sections of the document.
3. Click the Create Section link.
4. Click in the Name field.
5. Enter the Name for your section using your sign-on prefix, for example PRCXX - General
Terms.
6. Enter the desired information into the Description field. Enter a valid value, for example,
General terms.
7. Allow Start Date to default.
8. Click the Save and Close link.

Demonstration 16-5: Creating a Question and a Rule
1. Sign in using your instructor sign-on/weekly password.
Create a question
1. Navigate to the Create Question page.
(N) > (H) Terms Library > (H) Create Question.
There are 3 main types of rules:
 Clause selection: Conditionally add clauses when the rule is true.
 Policy deviation: Raises alert logging a deviation from “Policy” when the rule condition
exists in a contract.
 Template Selection: Uses an auto-evaluated rule condition to select the contract terms
template to be used in a particular authoring instance.
2. Click the Create Question link from the Tasks menu.
3. Click in the Name field. Enter the name for your question using your sign-on prefix, for
example, PRC25 Question.
4. Enter a value in the Prompt field. For example, On a scale from 1 to 10, how do
you rate this class? Or you can enter your own question.
6. Click the Type list for Response and select Numeric.
8. Click the Create Constant link. You will now create a constant for a number which will be
the value for the condition.
9. Click in the Name field. Enter a name for the constant, for example, PRCNN Constant.
11. Click in the Value field. Enter a valid value, for example 5.
Create a rule
13. Click the Create Rule link.
14. Click the Business Unit list and select US1 Business Unit.
15. Click in the Name field and enter a name for your Rule, for example: PRC25 Rule
17. Click in the Description field. Enter a description for your rule, for example, Question
related to scaling the value.
18. Click the Add Row graphic in the details grid.
19. Click the Type list, choose Question.
20. Click the object Name field, enter the name of your question and press [Tab].
21. Click the list to add the Operator value.
22. Click the object “>”
23. Click the Edit Values graphic.
24. Click the Type list and choose Constant.
25. Click in the Name field and enter the constant name you created earlier.
26. Search for the constant you created previously.

28. Select the cell for your constant
29. Click OK. In the value column it will show the name of the constant value.
30. Click the Results tab. If the value is above the constant value, you will add a new clause. In
the Results you need to add one of your clauses to the clauses grid. This clause will get
added by the contract expert, when your rule condition is true.
31. Click the Add Row graphic under the Clauses section.
32. Enter the name of the clause you created in activity 2 or you can search on your activity
profile.
33. Click Save.
34. Next you need to assign this rule to your Terms Template in the third tab. Since you have
not yet created Terms Template, for now save the rule, and it will remain as Draft. Once
you complete Terms Template creation, you can return and add the template here.
35. After you create your template in the next practice, you can activate your rule.
36. After template creation and adding the same and when your rule is ready to use, you can
hit the Activate button to enable your rule for use by following the steps given below:
a. Once the template creation is ready, select the Search Pane.
b. Select Rules for Search option, enter the name of your rule, and Search.
c. (Alternatively, you may find your rule in the Recent Items area.)
d. Open the rule.
e. Go to the Tab Terms Template Assignments. Click the Add icon.
f. Search your Terms Template, select it, and click B.
g. Click Activate.
h. Click Finish, where there are no errors and your Rule is ready for Activation

Demonstration 16-6: Creating a Term Template
1. Sign on with your instructor sign-on/weekly password.

2. Navigate to the Create Term Template page.
(N) > (H) Terms Library > (H) Create Term Template.
3. Click the Create Terms Template link from Tasks menu.
4. Click the Business Unit list and select USA1 Business Unit.
5. Click in the Name field. Enter the name for your template, for example PRCXX Terms
Template 1.
6. Click in the Start Date field and enter the current date if it hasn’t already defaulted.
7. Click in the Description field and optionally enter description for your template.
8. Click the Layout Template list and select Contract Terms Procurement.
9. Click the Enable box option for Contract Expert under the Contract Expert section.
10. Click in the Default Section field.
11. Click in the Payment and Insurance section. (You may need to save the record to enable
the Add icon in the next step.)
12. Click the Add graphic to add a new Document Type
13. Select the Standard Purchase Order.
14. Click Save.
15. Click the Clauses tab.
16. Click the table level Actions object.
17. Click in the Add Section field.
18. Click in the New Section field.
19. Search for the section you created in an earlier practice. You can search on Proc%" to find
your section.
20. Click OK.
21. Click Expand. Note that there is nothing defined yet.
22. Select the Add Clause option from the Actions menu.
23. Click in the Add Clause field.
24. Search for the clause you created earlier by entering the clause title and clicking the Search
link.
25. Click in your clause field.
26. Click Apply.
27. Click OK. When you return to the Edit Terms Template page, note that the clause has
been inserted into the template.
28. Click Save.
29. Click the Rules tab.
Here you may see a rule which will default, because of the rule being applied to all
templates. The rule you created earlier will not appear as it has not yet been associated to
this template.
30. Select the Validate option from the top level Actions menu.

31. The Validate Terms Template page will display any errors it finds. You must correct the
errors.
32. Click Done.
When you are done with your terms template, by adding clauses, sections, you can submit
it for approval. You must approve your template before it can be used in authoring.
33. Click Submit.
34. Click Submit.
35. You can sign on as kyle.hutchins if you want to approve your template.
36. When your template is approved, you may wish to return to the previous practice and add
you question and rule.

Practice 16-1: Defining Yourself as a Contracts Resource
Overview
Before you can create contracts, you need to ensure that you are a resource for contracts and
that you are defined with a role of contract administrator.
Assumptions
Tasks
Define yourself as a contracts resource.

Solution: Defining Yourself as a Contracts Resource
Define yourself as a contracts resource
1. Sign on to the application as crm_impl/weekly password.

2. Navigate to the Identify Resources page.
(N) > Resource Directory > (H) Identify Resources
3. On the Identify Resources page, enter your Person name (in the format firstname
<space> lastname), select a Usage of Employee, and click Search.
4. From the Search Results, highlight the row for your person occurrence.
5. Click Add as Resource . Click OK to confirm.
6. On the Add Resource Information page, search the Organization field for OKC%. Select
OKC:300000046987012 (just look for the entry ending in -7012).
7. Select a Role of Contract Administrator.

Practice 16-2: Creating a Simple Contract
Overview
In this practice, you will create a simple buy-side, no lines contract. You will run Contract Expert
to check the contract. You will download a copy of the contract and will check for contract
deviations. And finally you can approve your contract.
Assumptions
50Mailing Envelope. The following statement MUST BE included in all OLN materials.
Please DELETE this paragraph prior to distributing for review.
Tasks
 Create a contract
 Run Contract Expert
 Download and update contract in Word
 Check for contract deviations

Solution: Creating a Simple Contract
1. Sign in to the application with student sign-on. Navigate to the Contracts Homepage.
(N) > (H) Contracts > (H) Create Contract.
2. On the Create Contract pop-up, enter the following details:
 Business Unit = USA1 Business Unit
 Type = Buy: No lines
 Number = your sign-on prefix US1. For example, PRC25 US1
 Primary Party = Lee Supplies
For other fields, keep the default value.
3. Click Save and Continue. The Edit Contract page appears.
4. Click in the Name field under the Header tab and enter the Name “LS Contract your sign-on
prefix.” For example, LS Contract PRC25.
5. Click on Parties link along the left column (under the Header tab).
Notice the Parties and Contacts and other fields that default. Note that you can add
additional parties and additional team members.
6. Click on Contract Terms tab.
Notice the template Facilities Service Agreement Terms has defaulted based on the
contract type you chose earlier.
7. Notice the outline view on the left and text preview pane in the center. In the outline area,
Click View > Expand All to see the full outline.
You can manipulate the order of the clauses in the draft by using drag and drop in the
outline. Likewise, you can add/update/delete and cut/paste clauses from the text using the
corresponding actions in the outline area.
Note you cannot type directly into the preview pane. To edit a clause using the rich text
editor, you must choose the clause and then Edit.
8. Now you will run the Contract Expert. This wizard-like tool prompts you with questions
according to pre-established rules and policies. In addition, it asks for any missing variable
values that occur in the contract text.
Click the Run Contract Expert graphic.

9. Contract Expert first asks you to supply values for any variables. Click the cell under the
Value column.
10. Enter the value for the Variable Insurance _Amt, for example, 10000.
11. Click Next.
12. Next, the Contract Expert will prompt for answers to any questions. Answer Yes to both
questions.
13. Click Next. Contract Expert will show any clauses that will be inserted into the document
based on your answers to the previous questions.
14. Click on the Clause Details icon to view the clause verbiage what will be added. When
finished viewing, click Done to close the pop-up window
15. Click Finish and OK to confirm.

16. You can see in the outline on the left that the Hazardous Material Handling clause has
been inserted under the Environmental and Safety section.
17. Select the Validate Contract Terms option from the tab level Actions menu. This is to
ensure no errors. Any error that appears must be rectified before submitting for approval.
18. If there are no errors, click Done.
19. Notice in the outline view of the preview area, the Facilities Terms of Agreement clause is
marked with a small orange square icon. Other clauses may have this also depending on
the changes you made while editing the document in Word.
This is a visual indicator that the clause is “non-standard”; that is, something about it has
changed versus what you started with in the template boilerplate.
Typically, contract approvers care about these differences and will investigate them.
20. From the tab-level Actions menu, select the Review Contract Deviations option to run the
contract deviations report.
This report provides a summary of everything non-standard about this contract, including
any variations from policy (as well as from the standard language.) The report can be
included on the approval notification for the contract if you check the Generate For
Approval check box.
21. You may enter in explanation text in the Approval Abstract text area. This area allows the
contract author to provide information for the approvers. This information typically provides
additional details or justification for any deviations documented in the report. Enter a short
note, for example, “Changed the number of days.” Click Save and Close.
22. Click Submit to submit the contract for approval. It will show the validation results for error/
warnings if any. There should be no errors since you have already validated.
23. On the Submit Contract: Review Approvers page, click Submit.
(If you wish to approve the contract in the following optional step, write down the name of
the approving sign-on, before submitting.)
24. Optional Step (Approving your Contract)
Sign out of the application with your student sign-on, and sign on as the person designated
as the approver for the contract (Kyle Hutchins)
In your Notifications area you can find the approval request notification. It may take a few
minutes to appear after the submission in the previous step.
You can access the approval request by clicking the notification.
When the approval notification text displays, you can view the contract details. When you
are satisfied, click Approve in the far top-right corner of the notification.
Sign off as kyle.hutchins.

Practice 16-3: Creating a Clause
Overview
In this practice, you will create a clause for the terms library.
Assumptions
50Mailing Envelope.
Tasks
 Create a clause

Solution: Creating a Clause
1. Sign in to the application with your student sign-on

2. Navigate to the Create Clause page
(N) > (H) Terms Library > (H) Create Clause
3. On the Create Clause page, click the Business Unit list and select the US1 Business Unit.
4. Click in the Number field. Enter a value using your sign-on number duplicated twice. For
example, for PRC25.student, you will use 252525 as the number.
5. Enter a title for your clause, for example, PRCXX - Buy - Law.
6. Click in the Display Title field.
7. Enter an appropriate display title field value, for example, PRCXX Laws.
9. Click the Type field list and select any value, for example, Administration.
10. Start Date should default to today’s date.
11. Click the Text tab, under Clause Details section
Enter your clause text in the text area, for example, enter “This is the text of
PRCXX clause.”
You may enter text directly or you may cut and paste from another source.
(If you copy text from Word or other rich text source, it is recommended to paste it into
Notepad first and then copy from there into the application (to ensure hidden characters do
not cause issues.)
12. Click the Instructions tab. This step is optional. Here you can enter additional clause
information such as instruction text. If you enter text, click Save.
13. Click the Related Clauses tab. This step is also optional. You may add related clause
information to specify alternate or exclusion rules for this clause.
14. Return to the Text tab to add variables to the clause text. This is optional. A Variable is
populated when the clause is used either by information provided by the user or by some
other structured data known in the system.
15. Click Insert Variables. View the Insert Variables pop-up.
16. Search for the variable named Parties.
17. Highlight the row for Parties and click Apply.
18. Click Done. The variable will be inserted to the clause text as [@parties@]
19. Click Submit when finished with the clause information.
20. Click OK to the pop-up window confirmation. This submits the clause for approval.
21. Sign out of your student sign-on. Sign on as kyle.hutchins.
22. On Kyle’s home page, you should see a notification that your clause is awaiting approval.
23. Click the notification link.
24. When the notification opens, you can view the details of the clause. Click Approve in the
top-right corner.
25. Sign out as kyle.hutchins. Sign back on with your student sign-on.
26. Navigate to the Terms Library Overview page
(N) > (H) Terms Library.

27. On your Overview page, check your notifications (Hint: click the bell icon in the icon bar).
You should see a notification that your clause has been approved.
Alternately, you can check the status of the clause, by searching the clause under Search
option.
This Search portlet is along the far left pane. As needed, you will have to click on the
double down arrows to show the Search portlet along the far left pane.
28. Enter your clause number or you can enter just your initial %.
29. Click the Search link. It will display the clause. You can see the clause status as “Approved”
30. Click Done.

Practice 16-4: Creating a Section
Overview
In this practice, you will create a contract section.
Assumptions
50Mailing Envelope.
Tasks
 Create a section

Solution: Creating a Section
1. Sign on using your student/weekly password

2. Navigate to the Create Section page.
(N) > (H) Terms Library > (H) Create Section.
Sections are very basic. They are used as dividers on templates and contracts to mark out
sections of the document.
3. Click in the Name field.
4. Enter a name for your section using your sign-on prefix, for example PRCXX - General
Terms.
5. Enter the desired information into the Description field. Enter a valid value, for example,
General terms.
6. Allow Start Date to default.

Practice 16-5: Creating a Question and a Rule
Overview
In this practice, you will create a question and rule for use with Contract Expert.
Assumptions
50Mailing Envelope.
Tasks
 Create a question
 Create a rule

Solution – Create a Question and a Rule
1. Sign in using your student signon/weekly password.
Create a question
1. Navigate to the Create Question page.
(N) > (H) Terms Library > (H) Create Question.
There are 3 main types of rules:
 Clause selection: Conditionally add clauses when the rule is true.
 Policy deviation: Raises alert logging a deviation from “Policy” when the rule condition
exists in a contract.
 Template Selection: Uses an auto-evaluated rule condition to select the contract terms
template to be used in a particular authoring instance.
2. Click in the Name field. Enter a name for your question using your sign-on prefix, for
example, PRC25 Question.
3. Enter a value in the Prompt field. For example, On a scale from 1 to 10, how do
you rate this class? Or you can enter your own question.
5. Click the Type list for Response and select Numeric.
7. Click the Create Constant link. You will now create a constant for a number that will be the
value for the condition.
8. Click in the Name field. Enter a name for the constant, for example, PRCNN Constant.
10. Click in the Value field. Enter a valid value, for example 5.
Create a rule
1. Click the Create Rule link.
2. Click the Business Unit list and select US1 Business Unit.
3. Click in the Name field and enter a name for your Rule, for example: PRC25 Rule
5. Click in the Description field. Enter a description for your rule, for example, Question
related to scaling the value.
6. Click the Add Row graphic in the details grid.
7. Click the Type list, choose Question.
8. Click the object Name field, enter the name of your question and Press [Tab].
9. Click the list to add the Operator value.
10. Click the object “>.”
11. Click the Edit Values graphic.
12. Click the Type list and choose Constant.
13. Click in the Name field and enter the constant name you created earlier. Click Search.
14. Highlight the row for your constant.

15. Click OK. In the value column it will show the name of your constant.
16. Click the Results tab. If the value is above the constant value, you will add a new clause. In
the Results you need to add one of your clauses to the clauses grid. This clause will get
added by the contract expert, when your rule condition is true.
17. Click the Add Row graphic under the Clauses section.
18. Enter the name of the clause you created in activity 2 or you can search on your activity
profile.
19. Click Save.
20. Next you need to assign this rule to your terms template in the third tab Term Template
Assignments. However, since you have not yet created Terms Template, for now save the
rule, and it will remain as Draft. Once you complete Terms Template creation, you can
return and add the template assignment here.
21. After you create your template in the next practice, you can activate your rule.
22. After template creation and adding the same and when your rule is ready to use, you can
hit the Activate button to enable your rule for use by following the steps given below:
a. Once the template creation is ready, select the Search Pane.
b. Select Rules for Search option, enter the name of your rule, and Search.
c. (Alternatively, you may find your rule in the Recent items area.)
d. Open the rule.
e. Go to the Tab Terms Template Assignments. Click the Add icon.
f. Search your Terms Template, select it, and click OK.
g. Click Activate.
h. Click Finish, where there are no errors and your Rule is ready for Activation.

Practice 16-6: Creating a Term Template
Overview
Assumptions
50Mailing Envelope.
Tasks
 Create a term template

Solution: Creating a Term Template
1. Sign on with your student sign-on/weekly password.
2. Navigate to the Create Term Template page.
(N) > (H) Terms Library > (H) Create Term Template
3. On the Create Terms Template page, click the Business Unit list and select USA1
Business Unit.
4. Click in the Name field. Enter the name for your template, for example PRCXX Terms
Template 1.
5. Click in the Start Date field and enter the current date if it has not already defaulted.
6. Click in the Description field and optionally enter description for your template.
7. Click the Layout Template list and select Contract Terms Procurement.
8. Click the Enable box option for Contract Expert under the Contract Expert section.
9. Select the Payment and Insurance value from the Default Section. (You may need to
save the record to enable the Add icon in the next step.)
10. Click the Add icon to add a new Document Type
11. Select the Standard Purchase Order.
12. Click Save.
13. Click the Clauses tab.
14. Select the Add Section option from the table level Actions menu.
15. Click in the New Section field.
16. Search for the section you created in an earlier practice. You can search on Proc%" to find
your section.
17. Click OK.
18. Click Expand. Note that there is nothing defined yet.
19. Select the Add Clause option from the Actions menu.
20. Click in the Add Clause field.
21. Search for the clause you created earlier by entering the clause title and clicking the
Search link.
22. Highlight the row for your clause.
23. Click Apply.
24. Click OK. When you return to the Edit Terms Template page, note that the clause has
been inserted into the template.
25. Click Save.
26. Click the Rules tab.
Here you may see a rule which will default, because of the rule being applied to all
templates. The rule you created earlier will not appear as it has not yet been associated to
this template.
27. Select the Validate option from the top-level Actions menu.
28. The Validate Terms Template page will display any errors it finds. You must correct the
errors.
29. Click Done.

When you are done with your terms template, by adding clauses, sectio ns, you can submit
it for approval. You must approve your template before it can be used in authoring.
30. Click Submit.
31. Click Submit.
32. You can sign on as kyle.hutchins if you want to approve your template.
33. When your template is approved, you may wish to return to the previous practice and add
you question and rule.

Procurement Cloud
Integration
Overview
Lesson 17 Activities: Procurement Cloud Integration EDA G0017.DOC

Distribution
Job Title*
Ownership

Demonstration 17-1: Looking Up an ADF Service in OER
User: Any Oracle Single Sign-on

1. Access the Oracle Enterprise Repository (OER) at the following URL:
https://fusionappsoer.oracle.com/
2. Observe the overall layout with Assets search on the left.
3. From the Assets pane, enter a search string of Supplier Negotiation.
4. Select a Type of ADF Service.
5. Select Procurement as your Product Family.
6. Click Search.
7. Select a Supplier Negotiation line from the search results, and review the tabbed
information available from the lower part of the search results pane.
8. Close the browser window.


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Lesson 01 Activities: Oracle

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Lesson 01 Activities: Orac le Procurement Cloud Course Overview LESSON

User: Any Oracle Single Sign-On

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Lesson 01 Activities: Orac le Procurement Cloud Course Overview LESSON

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User: Any Fusion Sign-On

ₒ Favorites and Recent Places

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Create Your User Employee

Configure Your User Identity

Reset Password for New User

Test New User Login and Set New Password

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Assign Procurement Business Unit Function

Assign Requisitioning Business Unit Function

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Define Service Provider Relationship

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 Country = United States

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Define Your Business Unit

Assign Business Functions to Your Business Unit

Configure Set Assignments for Your Business Unit

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Configure Service Provider Relationships

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Activities for Lesson 5: Secur ing Oracle Procurement EDA G0005.DOC

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Activities for Lesson 5: Secur ing Oracle Procurement EDA G0005.DOC

Set Up as Procurement Agent for Your Created Procurement BU

6. Click Save and Close.

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Set Up as Procurement Agent for US1 Business Unit

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