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iProcurement Features Functions
The Department of Procurement Contracts
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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

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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.

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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.

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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.

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The Home Page
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Parts of the Home Page

• Page Tabs and Buttons
• Links

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Parts of the Home Page

• Greeting and General Information
• Purchasing News

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Parts of the Home Page

• To Do List
• See requisitions pending your approval
• Reassign this responsibility when youre gone

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Parts of the Home Page

• Requisitions at a Glance

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Parts of the Home Page

• Categories and Lists for browsing.

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The Home Page
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My Profile

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

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Its time to Shop

• Access the shopping page from the home page.
• Shopping Tab
• Shopping Link

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Shopping Page
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Shopping
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The Results Page
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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.
•  

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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

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The Results Page - Compare

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

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Add to Favorites

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

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Add to Favorites

• The items will be here for future use

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Add to Cart

• Select and click the Add to Cart button.

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The Shopping Cart
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The Shopping Cart
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Checking Out

• When you have everything in your cart that you
  want, proceed to checkout.

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Delivery Information

• Need by date
• Who its going to
• Where its going

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Enter Billing Information
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Review Charge Accounts

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

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Final Review of Charge Accounts

• Multiple distributions are indicated by a
  Multiple link in the Charge Account field.

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Enter Notes Attachments
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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.

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Review List Enter Justifications

• Add approvers as desired

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Review and Submit
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Confirmation Page
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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.

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Requisition Status

• From the Requisitions at a Glance
• Click link under Status
• Click link under Requisition

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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.

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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.

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Receiving
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Receiving
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Receiving

• Add your quantities
• Click the Receive button

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Receiving

• Add info about the receipt
• Either for the entire receipt
• Or for each line separately

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Receiving

• Click Submit when done and your receipt is made.

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Catalogs Lists

• The purchasing department can maintain Public
  Lists of their choosing.

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Catalogs Lists

• Requestors see what you want them to see.

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Conclusion

• Oracles 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 requestors
  processes.
• Both shopping and receiving have been made easier
  for the requestor.

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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.

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Questions?
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Thank You