Procurement Cloud

Implementation

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Procurement Steps

1. Common Application Configurations for Procurement

2. Common Procurement Configurations
3. Purchasing Configurations
4. Self-Service Configurations
5. Supplier Portal Configuration

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Common Application Configuration for Procurement
Define Synchronization of Users and Roles(LDAP) (M)
Define Implementation Users (M)
Define Enterprise Structure for Procurement (M)
Define Security for Procurement (M)
Define Currencies and Currency Rates (M)
Define Security Synchronization Processes and Preferences(O)

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Define Enterprise Structure for Procurement

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Common Application Configuration for Procurement
Create Implementation Project.
Manage Location
Create and Assign Business Units
Create an Inventory Organization
Provision Roles for Users
Create Users and assign roles

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Assign Roles to Implementation User
Application Implementation Consultant

Application Implementation Manager

IT Security Manager

Human Capital Management Application Administrator

Human Resource Manager

Human Resource Specialist

Application Diagnostics Administrator

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Common Procurement Configuration
Define Functional Area Catalogs (M) Define Business Function for
Configuration(M)(Procurement and Requisition)
Define Supplier Configuration(O)
Manage Procurement Agent (M)
Manage Procurement Category Hierarchy (O)
Define Approvals Management for
Procurement(M)
Define Transaction Accounting for
Procurement(O)
Define Tax Configuration(O)
Manage payment terms(M)
Manage Unit Of Measure(M) in Master Item for
Procurement(O)

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Common Procurement Configuration
Functional Area Catalog
Procurement agent
Supplier Configuration
Approvals
TAB
Payment Terms
Unit of Measure

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Other Mandatory Fields
Define Supplier Portal Configuration( Manage Supplier User Roles)
Define Sourcing Configuration
Define Supplier Qualification Configuration(Manage Supplier Questions,
Qualification Areas)
Define Procurement Contract Terms Configuration
Define Receiving for Procurement(Manage receiving parameters)
Define Receipt Accounting(Define Sub ledger Accounting Rules)
Define Invoicing and Payment Configuration
Define Transaction BI configuration

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Other Optional Fields
Define Purchasing Configuration
Define Self Service Procurement

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Purchasing Configuration(Optional)
Purchasing Line Type
Buyer Assignment
Change Order Template
Receiving Parameter(Mandatory)

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Self Service Procurement Configuration
Self Service Catalog
Content Zone
Supplier Content map Set
Smart Forms
Information Templates
Shopping Lists

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Demo Project Flow Procurement Module

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Agenda
Walking through Procurement Implementation flow.
Use cases
Supplier
Blanket Purchase Agreement
Catalog
Non Catalog Requisition
Standard PO
Receiving
RFQ
Approval Management
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SUPPLIER

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1. One supplier has supplier portal and the other supplier does not have
supplier portal installed.

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BLANKET PURCHASE
AGREEMENT

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BPA Includes
Terms & Conditions

Goods or Services to be purchased

Negotiated amounts

No delivery dates/Individual Delivery quantities

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CATALOG

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2. Set up a local catalog and required additional setups required to enable
catalog requisition
All Inventory Items should be part of catalog requisitions

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 Content Zones

Defined by a catalog such as local ,punch out and informational catalog.

Administrators define catalogs, public shopping lists, and smart forms and then secure
access to them using content zones.

Provides access control for large number of items and services requires a mechanism for
controlling what content should be available to users.

The Content Security model provides the ability to control access to catalog content across
users.

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NON CATALOG
REQUISITION

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STANDARD PO &
RECEIVING

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RFQ

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Buyer sends the RFQ to 2 suppliers. Demonstrate a way of receiving the
quotation from both the suppliers. Once the quotation is receiving, you will
award the contract to one of the two supplier and then as a result a
purchase order is created.
Receive the material to your warehouse.

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APPROVAL MANAGEMENT

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1. The organization follows Job based hierarchy based on below:
create 3 employees, 3jobs mention the level

0 10000$ ( should go to Job level 10) --auto approval

10000 100K ( should go to Job level 20)
>100K ( should go to Job level 30)

Define the below Jobs :

a. Development Engineer job level 10
b. Development Manager Job level 20
c. VP Job level 30

2. It should also go to category manager based on the category selected. ( If category = software , needs to
be approved by category manager A, If category = Hardware , needs to be approved by category manager B)

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Thank you

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