Procurement Application Overview
Explain Procurement architecture and components
Explain simplified Procure to Pay flow
Explain Procurement applications integration
2. Set Up the Procurement Common Functions
Identify common procurement tasks
Configure required common procurement tasks
Identify common purchasing tasks
Configure the required common purchasing tasks
3. Define and Manage Suppliers
Explain the purpose and use of Supplier Model within Fusion Procurement
List the benefits provided to suppliers by Fusion Supplier Portal
Explain the methods available for registering suppliers
Identify the job roles available to the supplier self-service administrator to
provision
Implement Supplier Model and Supplier Portal
4. Define Approval Management
Understand the approval management workflow
Set up approval management
Understand approval policy configuration
Describe steps for defining approval groups
Manage, edit, and deploy approval rules
Create approval rule conditions
5. Manage Purchase Orders
Understand the components and use of purchase orders
Create purchase orders
Maintain purchase orders
Understand setup options related to purchasing orders
6. Administer Procurement Catalogs
Identify Self Service Procurement setup tasks and profile options
Manage value sets and descriptive flexfields for information templates
Create, manage, and secure catalogs
Understand Supplier Content Map Sets
Create local and informational catalogs
Create and manage public shopping lists
Create and manage smart forms
Understand content zones
7. Manage Requisitions
Understand the basics of requisition management
Manage requisitions
Create and modify approved orders
8. TAB
Charge Account
Variance Account
Accrual Accounts
9. Reporting and Business Intelligence for SCM
Explain Reporting and Business Intelligence for SCM
Configure OTBI , RTF Templates for Trading documents, Dashboard
metrics
PROCUREMENT SETUP
Specify Supplier Numbering
Manage Procurement Agent
Manage Freight Terms Lookup
Manage Procurement Document Numbering
Manage Common Options for Payables and
Procurement
Configure Requisitioning Business Function
Configure Procurement Business Function
Manage Mapping Set for Material Charge Account
Supplier Creation
PO RECEIVING
Direct , Standard and Inspection Receipt Routing
Corrections
Return to supplier
Substitute receipts
Unordered receipts
Process all lines together
Print Receipt Traveller
Include closed POs for receipts
Allow routing override
Blind Receiving
Other controls in receiving parameters
Setting Payabes-Invoice Options
Open periods of GL and AP
Create a ERS invoices upon receipt with summary
level as pay site and Rceipt
Debit memo on RTS
PROCUREMENT – ALL 6 PILLARS
Specify Supplier numbering
Manage task Configuration for Procurement
Manage sub Ledger Accounting options
Manage Payment Terms
Create Carrier
Manage Freight terms
Manage Purchase Profile Options
Manage Procurement Document Numbering
Manage Purchasing Line Types
Manage Document Styles
Manage Lifecycle Phases
Manage item statuses
Manage Common Options for Payables and
Procurement. First select the scope.
Configure requisitioning Business Function
Configure Procurement Business Function
Ensure Data Governance and Data consolidation
are disabled in Opt In Features of Product
Management Offering
CREATION FOR A TEMPLE FOR ITEM
CREATION FOR PROCUREMENT FLOW
Item Creation in PIM
Failure on creation of a Purchase Requisition
Explanation of Procure to Pay Business Process
highlighting Charge, Accrual and Variance accounts
Setting Manage Mapping set for Cost management
for PR creation for Asset Item
Creation of a Purchase requisition
Demonstrating the 6 ways of approval of a PR
(Auto Approval, Approval by a worker, Approval
Group, Job level, Supervisory level and Position
level approvals.)
Various methods of populating the Charge account
in a Purchase Requisition
Manage Supplier Registration Approvals`
Manage Supplier Profile Change Approvals
Manage Supplier Spend Authorization Approvals
Create a Prospective supplier. It will not have a Site
Supplier creation and failure on site creation.
Create Procurement Agent and complete Site
Creation
Convert Prospective Supplier into spend Authorised
Supplier
Failure on creation of a Purchase Order
Setting Manage Mapping set for Cost management
for PO creation (Accrual account)
Manage Purchasing Document Approvals
Creation of a standard Purchase order
Setting and testing of PR-CPA-SPO
Setting and testing of PR-BPA-SPO for auto create
of PR into PO
Touchless Buying
Direct, Standard and Inspection Receipt Routing
Corrections
Return to supplier
Substitute receipts
Unordered receipts
Process all lines together
Print Receipt Traveller
Include closed POs for receipts
Allow routing override
Blind Receiving
Other controls in receiving parameters
Setting Payabes-Invoice Options
Open periods of GL and AP
Create a ERS invoices upon receipt with summary
level as pay site and Receipt
GRN Number in Invoice Number
Debit memo on RTS
Setting up of Costing
Demo of Costing transactions
SELF SERVICE PROCUREMENT
Create Categories a01_Desktop and a01_Laptop
Create a01_Desktop and a01_Laptop and
a01_Visiting_Card items. Do not assign them to
child orgs and associate the respective categories
Create a BPA for all the above three items
Create Catalog Administrator legal user
Assign Catalog Administrator Role
Login at Catalog Admin
Make Cat Admin as a Procurement Agent
Create Catalog Category Hierarchy
Create Local Catalogs for Desktop and Laptop
Create Content Zones
Create Information Template Descriptive Flex Fileds
Create Information template
Manage Public Shopping Lists
Manage Purchasing News
Manage Smart Forms
Manage Supplier Content Map Sets
Create Content Zones
Set Requisitioin Preferences for a01_Madras
Location
Create Requisition from emp2 for Description
based item
Observe Auto Creation of PO.upon approval
Change Requisitioin Preferences to a01_loc_0
Location
Create Requisition for inventory Item
Observe Auto Creation of PO.upon approval
Receive Requisition
Correct Receipts
Return Receipts
SOURCING
Add Sourcing Manager Role to first employee
Manage Procurement Agent for PRC00.instructor
Manage Negotiation Styles
Create Cost factors
Create Attribute List
Create Cost Factor Lists
Create a Negotiation template
SINGLE STAGE RFQ
Create a Single Stage Negotiation
Create Techinal and Commercial Evaluatioin teams
Create Requirements
Approve Negotiation and Publish
Accept Invitation for the first Supplier from email.
Login as supplier and accept Invitation
Send a message from Supplier Portal
Reply Back as the Sourcing officer
First Supplier will respond by filling the
Requirements and Lines
Review the response by Sourcing officer
Respond by Second Supplier with slightly less price
Create a Surrogate response for the third supplier
View Responses
Monitor Negotioation for Respoinses and Savings
by Supplier
Create an amendment and get responses from all
the three
Extend, Pause and Close Negotiation
Open Scoring and send message to Collaboration
Team.
Score the requirements.
View Automatic Award Recommendations
Award Negotiation and Submit for approval
Complete the award by creating PO
TWO STAGE RGQ
Create a 2 Stage RFQ template with technical and
commercial sections
Create a two stage RFQ with Line attributes
Upon approval it will become Active and Locked
Submit a response from both the suppliers
View respoinse History as Sealed
Close the negotioation
Unlock stage – technical
Analyse negotional and view Responses
Look at the technical Requirements
Price will not be visible on the Lines
Unseal Stage Technical
Buyers and Suppliers can view responses of
technical stage
Complete Stage – Technical
Unlock Commercial stage
Buyes can only see the responses
Unseal Commercial stage
Award negotiation – Choose the Supplier
Submit for Approval
Award Approved (Unsealed)
Complete Award and create a Approved PO
REQUEST FOR INFORMATION (RFI)
Create a RFI template
Create a RFI negotiation and approve
Submit response from Supplier
Analyse the negotiation
Close and Complete RFI
REVERSE AUCTION
Create a Auction Negotiation Style
Creatre a Reverse Auction negotiation
Add Lines, submit and approve
Respond from First Supplier
Provide the following
Proxy Decrement Amount = 25
Response price = 470
Proxy Minimum = 400
and Submit the response
Respond from Secod Supplier with a Response
price only as 440
Analyse the negotiation and find the Best
Transformed price as
440-25 = 415
Submit a second response from 2nd Supplier as
410. The Best Response price will not go below 400.
Analyse the neg and award the Contract.
Approve negotiation
Complete by Creating SPO
PROCUREMENT CONTRACTS
Create Legal User p01_emp1 with the requisite
roles for Procurement Contract
Similarly Create user p01_emp2 with AIC , IT secu
Mgr and Employee roles
Run the ESS job: Import User and Role Application
Security Data
Login with p01_emp1
Enable Contract Terms in Offerings
Create Administrator Role for c01_emp1
Check in Manage Users – The Resource
Make p01_emp1 as Procurement Agent
Create Supplier p01_sup_1
Create Item p01_item1
Enable Procurement Contract Management
Make US1 Business Unit as Project and Task
Owning Org
Make the Default BU for CRM as US1 Business Unit
Specify Supplier Contract Management Business
Function Properties
Create document sequence p01_Contracts for
Application Enterprise Contracts
Create document sequence p01_Clause Sequence
for Application Enterprise Contracts
Manage Contract Party Roles
Manage Contract Role Sources
Create two lines with Source as Item , Buy and Free
Form Buy
Create p01_Contract_type for above two optioins
Create p01_Contract_Clause
Set Approvals for Contracts Clause , Contracts and
Terms Template.Search for
ContractClauseApproval, ContractsApproval and
TemplateApprovalHumanTask
Set the Approvers for all the three above as
p01_emp2
Manage Contract Risks
Create two Sections in Terms Library
Creating two Clauses with text and Instructions
Get them approved by p01_emp2
Create Terms Template and submit for approval
Create a Question and Activate.
Create Constant
Create Rule and Activate the rule
Mention the Template in the Rule.
Create the First Contract
Populate Lines
Run Contract expert
Delete Warranty Clause
Auto Create PO Lines
Validate and correct errors
Submit for approval
Auto Create Purchase orders
Create Contract using Wizard
SUPPLIER QUALIFICATIONS
Create New Business Unit with RDS = US1BUSET
Enable Material Management , Requisitioning,
Receiving and Procurement Functions
Create Location s01_loc_1 and 2
Create Master and Child org
Tie org to Locations
Create three Legal Users
Assign four roles to all the users
Login as s01_emp1
Make all the three users as Buyers
Set the Requisitioning Business Function
Set the Procurement Business Function
Add s01_Supplier
Add s01_Small_Business
Add a Category
Questions to be Duplicated
s01_ Code of Conduct
s01_ Compliance Review
s01_Disclose Fin Info?
s01_ Public Company?
s01_Employee Count
s01_CFY Revenue
s01_ISO 14001 Certification
s01_Forbes Sustainability List – Top 100?
s01_Office Recycling
Qualification Areas to be duplicated
s01_Environmental Sustainability
s01_Financial Viability
s01_Compliance
Model to be Duplicated
s01_Compliance for Sourcing Eligibility
Manage Supplier Spend Authorization Approvals
Manage Rule Sets
Create a new Rule set s01_SR1
Create a Spend Authorised Supplier
Change the Business Classification and answer the
questionaire
Use this sample IBAN Number during Registration
Submit for approval
Observe the creation of new initiative to qualify the
Supplier
Approve by PRC00.Instructor
Respond to Internal questionnaire by (a01_emp2)
Manage qualifications by admin
Manage Assessment by Admin
Observe that the Initiative is completed on all the 4
(Supplier Response, Internal response,
Qualifications and Assessments)
Create a new initiative for a Model which has
both Internal and Supplier Questionaire
Make emp2 as Internal Responder and emp3 as
Evaluation Team member
Launch the initiative
Respond to the questionaire from Supplier Portal
Respond to the Internal query from emp 2 login
Evaluate the initiative from the evaluator’s login
(emp3)
Since it is a re-qualification…assessment is not
necessary.
Observe that the Initiative is completed on all the 3
(Supplier Response, Internal response and
Qualifications)
SUPPLIER PORTAL
Configure Supplier Registration and Profile Change
Request
Change Supplier Profile Change Request
as Approval Required for the desired profiles
Manage Supplier Profile Change Approvals
Login to supplier Portal and change the Business
Classification profile. (Extend the end date of
certification)
Submit for approval
Approve by PRC00.Instrucctor from bell notification
Observe the warning message vanished in manage
Profile of Supplier Portal
Create a Supplier with Pay On Receipt Enabled.
Create a PO
Observe the population of PO in Manage Orders in
Supplier Portal
Manage schedules
Create a partial receipts in PRC00.Instructor login.
Note down the GRN number. Oberve the receipt
details in Supplier Portal.
Run Send Pay On Receipt ESS job for the GRN
number In PRC00.Instructor login
Observe the creation of Invoice in Supplier Portal
Create a Blanket Purchase Agreement
Observe the population of BPA in Manage
Agreements
Create Advanced shipment Notice (ASN) and
submit
Go to Manage Shipments and View Details
Receive the ASN in PRC00.Instructor login. Note
down the GRN number
Run Send Pay On Receipt ESS job for the GRN
number of ASN Receipt
Create Advanced Shipment cum Billing Notice.
Tax details to be populated by the Supplier
Receive the ASN. Note down the GRN number
Observe the creation of invoice in Supplier Portal.
No need to run Send Pay On Receipt
View receipts in Supplier Portal
Enable Debit Memo on RTS
Make a Retrun for one of the GRN in
PRC00.Instructor login with Create Debit Memo
enabled
Observe the creation of Debit Memo in Supplier
Portal. No need to run any ESS jobs
View Returns in Supplier Portal
Add Contract terms in the PO. Add Deliverables
and submit for approval in PRC00.Instructor login
Observe the population of Deliverables in Supplier
Portal
Consigned Inventory
Invoices and Payments.
Negotiations
Auctions from Seller
Qualifications
Manage Products
Manage Profile
INTRODUCTION TO FUSION
Technologies used
Overview of Fusion Applications Architecture
FUNCTIONAL SET-UP MANAGER
Benefits of Functional Set-up Manager
Demo on Creating Implementation Project
ACTIVITY
Create Implementation Project
BUSINESS UNITS IN FUSION APPLICATIONS
Overview of Business Units & its functions
COMMON PROCUREMENT CONFIGURATION
Define Basic Catalogues
Define Supplier Configuration
Define Payment Terms
Define Unit of Measure
Set Purchasing Profile options
MANAGE COMMON OPTIONS FOR PAYABLES &
PROCUREMENT
Financial Options & Procurement
Configuring Purchasing
Purchasing Configuration Setup & Maintenance
Define Purchasing Document Configuration
Purchasing Line types
Purchasing Document styles
Purchasing Change Order Templates
Define Master Items for Purchasing
Define Procurement Agents
CONFIGURING SELF SERVICE PURCHASING
Self- Service Procurement Setup & Maintenance
Manage Self- Service Procurement Profile Options
Manage Catalogs
Manage Smart Forms
Manage Content Zones
OVERVIEW OF SUPPLIER PORTAL & SOURCING
CONFIGURATION
Supplier Provisioning & Supplier Registration
Sourcing Setup & Maintenance
Negotiation Styles
Complete cycle to Negotiation to Purchase order
READING LOGS IN ENTERPRISE MANAGER
How to troubleshoot issues if any encountered using Enterprise Manager
DESCRIPTIVE FLEX FIELDS
Use cases of where Descriptive Flex fields can be used & how to implement
them in Fusion
PURCHASE ORDER LOAD USING FILE BASED LOADERS &
SAMPLE VENDOR LOAD
Demo with hands on File Based Loaders for Purchase Orders & Suppliers
