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Cloud Customer Connect Oracle Fusion Procurement Requester Initiated Change Orders Ivan Pena, Mara Prieto December 2018

Agenda Capabilities Demonstration Q & A

Capabilities Overview Requester initiated change orders from within SSP Updates to existing lines New lines Change order approval Authorized preparers or requesters are able to submit changes to approved purchase orders from within SSP manage requisitions task flow. The scope of the change is limited for requesters and preparers. They are able to cancel purchase order lines, and to change details of the line, schedule, and distribution. But they are not able to change legal terms and conditions and other header details. The requisition itself is not updated with the changes made in the order. Everything happens only in the purchase order. Once the preparer is done with the changes, he needs to submit the changes for approval and, optionally, for supplier acceptance. The change order request will go through its own approval process.

Requester Initiated Change Orders What Does it Do? Fusion Self Service Procurement: Requesters initiate change orders From the manage requisitions page, you can drill down to see the requisition details. In the View Requisition page you see the purchase order number in the Order column of the requisition lines table. The order number appears when the purchase order is open or has been opened. When you choose to Edit the order you will be ask to confirm that you want to proceed with the change order.

Requester Initiated Change Orders What Does it Do? Fusion Purchasing: Requesters create change orders Update existing order line Add new line As a preparer or requester you have limitations to the type of changes you can make. You cannot update the header details and the legal terms and condition. With the right privileges, you can update the lines, the schedules and the distributions. You can cancel lines, schedules and distributions, and you can also add lines, schedules and distributions. Note that the changes made to the purchase order are not reflected in the requisition.

Requester Initiated Change Orders What Does it Do? Fusion Purchasing: Requesters submit change orders for approval After you complete and save your changes, your change order is still not in effect. You need to submit the change order for approval, and optionally, for supplier acceptance. You can configure the approval rules, for example to route the change order either based on the new purchase order total or based on the additional dollar amount. For the additional dollar amount, the attribute name is Change in Document Total Amount. For change orders, you must use the Manage Purchasing Document Approvals task.

Requester Initiated Change Orders What is the Business Value? Enables requesters to update their orders with additional items due to: Project scope changes Work assessment Supplier feedback In some maintenance scenarios, you may not always know all the goods and services that are required to perform the work and yet you still need a purchase order with the supplier to start the work. After the supplier’s assessment, you may need to change the order to add more services and/or goods to the approved purchase order. In other scenarios, the scope of a project may change requiring you to update a previously approved purchase order to add more items. So, this feature empowers your more advanced requesters to add goods and services to previously approved purchase orders originated from requisitions they created.

Implementation Considerations

Requester Initiated Change Orders Specific Privileges to Control Access Procurement Requester role inherits the following privileges Cancel Purchase Order as Procurement Requester – Allows a procurement requester to initiate cancellation of a purchase order. Change Purchase Order as Procurement Requester – Allows a procurement requester to initiate changes to an approved purchase order. Additional Privileges – not inherited by any role Change Purchase Order Consolidated as Procurement Requester - Allows a procurement requester to initiate changes to a purchase order with consolidated demand from multiple requisitions. Create Purchase Order Line as Procurement Requester – Allows a procurement requester to add new lines to a purchase order. When adding new lines to the purchase order during a change order process, the option to add from catalog is not available to requesters.

Demonstration

Additional References Customer Connect Posts: Fusion Self Service Procurement: Requester-driven Change Order process - https://cloudcustomerconnect.oracle.com/posts/300f32b02e