iProcurement Features & Functions The Department of Procurement & Contracts

Objectives  Review the Internet Procurement (IP) application.  Look at the components of IP –Home Page, Requisition Creation, Requisition Research, Approvals, Receiving, & Profile setting.  Take a quick glance at Item Catalogs

What is iProcurement?  iProcurement provides a web based method for requestors to create requisitions, research the status of requisitions, and receive (PODUP) delivered orders into the system.

Benefits of iProcurement  IP brings together all of the aspects of creating, manipulating, and researching requisitions into a single user friendly system.  The screens are clearly labeled, laid out, and easy to understand.  Screens guide the requestor through the entire process from start to finish.  Checkout options are easy to understand and the design keeps you out of trouble.  Real Time information.

Benefits of iProcurement  Receiving and making corrections to receipts has never been easier.  IP is web based for ease of access and resembles many internet shopping sites.  Navigating through the IP system is done by clicking buttons and links as opposed to opening and closing forms.

The Home Page

Parts of the Home Page  Page Tabs and Buttons  Links

Parts of the Home Page  Greeting and General Information  Purchasing News

Parts of the Home Page  To Do List –See requisitions pending your approval –Reassign this responsibility when you’re gone

Parts of the Home Page  Requisitions at a Glance

Parts of the Home Page  Categories and Lists for browsing.

The Home Page

My Profile  Accessed with the My Profile tab  Allows us to enter default information to be applied to requisitions created

It’s time to Shop  Access the shopping page from the home page. –Shopping Tab –Shopping Link

Shopping Page

Shopping

The Results Page

Selecting Items Items can be selected one or several at a time by clicking the check box to the left of the desired items.  Checked items can be unchecked if necessary by clicking them again.

Acting on Selected Items  Once items are selected, you can: –Compare them, if two or more items are selected –Add them to your favorites list –Add them to your cart

The Results Page - Compare Selecting multiple items and clicking the Compare button will display the items for side-by-side comparison.

Add to Favorites  Select the items to be added and then click the Add to Favorites button.

Add to Favorites  The items will be here for future use

Add to Cart  Select and click the Add to Cart button.

The Shopping Cart

The Shopping Cart

Checking Out  When you have everything in your cart that you want, proceed to checkout.

Delivery Information  Need by date  Who it’s going to  Where it’s going

Enter Billing Information

Review Charge Accounts  Charge Accounts are built by the account generator  Charge Accounts can be manually changed

Final Review of Charge Accounts  Multiple distributions are indicated by a “Multiple” link in the Charge Account field.

Enter Notes & Attachments

Review Approver List  Multiple factors can be used to determine if further approval is needed for the requisition. If not, you can choose to continue or add additional approvers.

Review List & Enter Justifications  Add approvers as desired

Review and Submit

Confirmation Page

Requisition Status  Find information about a requisition from either the “Requisitions at a Glance” region or by clicking the “Check Requisition Statue” button on the Home Page.

Requisition Status  From the Requisitions at a Glance –Click link under Status –Click link under Requisition

Action Buttons  Copy to Cart –This creates a new shopping cart using the selected requisition as a template. Use this to create a duplicate requisition.  Cancel –This will cancel the requisition. This only works on a requisition that has no part of it placed on a purchase order.

Action Buttons  Withdraw –This will withdraw an approved requisition as long as no part of it has been placed on a purchase order.  Resubmit –Use this to make modifications and resubmit a Returned or Rejected requisition.

Receiving

Receiving

Receiving  Add your quantities  Click the Receive button

Receiving  Add info about the receipt –Either for the entire receipt –Or for each line separately

Receiving  Click Submit when done and your receipt is made.

Catalogs & Lists  The purchasing department can maintain Public Lists of their choosing.

Catalogs & Lists  Requestors see what you want them to see.

Conclusion  Oracle’s self service iProcurement application is designed to make it easier for a requestor to create requisitions.  There is a very informative home page that acts as the starting point for the requestor’s processes.  Both shopping and receiving have been made easier for the requestor.

Conclusion  Core users typically find it easier to understand and to use since the IP application takes you step-by-step through each process with simple steps.  Instructions are often given on each page.  People new to Oracle will find it easy to understand and seasoned core users will find it easy to transition to.

Questions?

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