1. www.csc.cps.k12.il.us\purchasing1 iProcurement Features & Functions The Department of Procurement & Contracts

2. www.csc.cps.k12.il.us\purchasing2 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

3. www.csc.cps.k12.il.us\purchasing3 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.

4. www.csc.cps.k12.il.us\purchasing4 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.

5. www.csc.cps.k12.il.us\purchasing5 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.

6. www.csc.cps.k12.il.us\purchasing6 The Home Page

7. www.csc.cps.k12.il.us\purchasing7 Parts of the Home Page  Page Tabs and Buttons  Links

8. www.csc.cps.k12.il.us\purchasing8 Parts of the Home Page  Greeting and General Information  Purchasing News

9. www.csc.cps.k12.il.us\purchasing9 Parts of the Home Page  To Do List –See requisitions pending your approval –Reassign this responsibility when you’re gone

10. www.csc.cps.k12.il.us\purchasing10 Parts of the Home Page  Requisitions at a Glance

11. www.csc.cps.k12.il.us\purchasing11 Parts of the Home Page  Categories and Lists for browsing.

12. www.csc.cps.k12.il.us\purchasing12 The Home Page

13. www.csc.cps.k12.il.us\purchasing13 My Profile  Accessed with the My Profile tab  Allows us to enter default information to be applied to requisitions created

14. www.csc.cps.k12.il.us\purchasing14 It’s time to Shop  Access the shopping page from the home page. –Shopping Tab –Shopping Link

15. www.csc.cps.k12.il.us\purchasing15 Shopping Page

16. www.csc.cps.k12.il.us\purchasing16 Shopping

17. www.csc.cps.k12.il.us\purchasing17 The Results Page

18. www.csc.cps.k12.il.us\purchasing18 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.

19. www.csc.cps.k12.il.us\purchasing19 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

20. www.csc.cps.k12.il.us\purchasing20 The Results Page - Compare Selecting multiple items and clicking the Compare button will display the items for side-by-side comparison.

21. www.csc.cps.k12.il.us\purchasing21 Add to Favorites  Select the items to be added and then click the Add to Favorites button.

22. www.csc.cps.k12.il.us\purchasing22 Add to Favorites  The items will be here for future use

23. www.csc.cps.k12.il.us\purchasing23 Add to Cart  Select and click the Add to Cart button.

24. www.csc.cps.k12.il.us\purchasing24 The Shopping Cart

25. www.csc.cps.k12.il.us\purchasing25 The Shopping Cart

26. www.csc.cps.k12.il.us\purchasing26 Checking Out  When you have everything in your cart that you want, proceed to checkout.

27. www.csc.cps.k12.il.us\purchasing27 Delivery Information  Need by date  Who it’s going to  Where it’s going

28. www.csc.cps.k12.il.us\purchasing28 Enter Billing Information

29. www.csc.cps.k12.il.us\purchasing29 Review Charge Accounts  Charge Accounts are built by the account generator  Charge Accounts can be manually changed

30. www.csc.cps.k12.il.us\purchasing30 Final Review of Charge Accounts  Multiple distributions are indicated by a “Multiple” link in the Charge Account field.

31. www.csc.cps.k12.il.us\purchasing31 Enter Notes & Attachments

32. www.csc.cps.k12.il.us\purchasing32 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.

33. www.csc.cps.k12.il.us\purchasing33 Review List & Enter Justifications  Add approvers as desired

34. www.csc.cps.k12.il.us\purchasing34 Review and Submit

35. www.csc.cps.k12.il.us\purchasing35 Confirmation Page

36. www.csc.cps.k12.il.us\purchasing36 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.

37. www.csc.cps.k12.il.us\purchasing37 Requisition Status  From the Requisitions at a Glance –Click link under Status –Click link under Requisition

38. www.csc.cps.k12.il.us\purchasing38 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.

39. www.csc.cps.k12.il.us\purchasing39 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.

40. www.csc.cps.k12.il.us\purchasing40 Receiving

41. www.csc.cps.k12.il.us\purchasing41 Receiving

42. www.csc.cps.k12.il.us\purchasing42 Receiving  Add your quantities  Click the Receive button

43. www.csc.cps.k12.il.us\purchasing43 Receiving  Add info about the receipt –Either for the entire receipt –Or for each line separately

44. www.csc.cps.k12.il.us\purchasing44 Receiving  Click Submit when done and your receipt is made.

45. www.csc.cps.k12.il.us\purchasing45 Catalogs & Lists  The purchasing department can maintain Public Lists of their choosing.

46. www.csc.cps.k12.il.us\purchasing46 Catalogs & Lists  Requestors see what you want them to see.

47. www.csc.cps.k12.il.us\purchasing47 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.

48. www.csc.cps.k12.il.us\purchasing48 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.

49. www.csc.cps.k12.il.us\purchasing49 Questions?

50. www.csc.cps.k12.il.us\purchasing50 Thank You