Oracle Sourcing in Oracle ebs

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Oracle Sourcing in Oracle ebs – PART II

Oracle Sourcing Basic Setups:

1. Creating Sourcing Responsibilities

2. Assigning Sourcing Responsibility to Users
3. Registering Suppliers

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Oracle Sourcing in Oracle ebs – PART II

Oracle Sourcing Business Flows:

I - Creating New Documents Using Demand Workbench
1. Purchase Requisition
2. Demand Workbench
3. PR to RFQ
4. Create RFQ
5. Review RFQ
6. Publish RFQ
7. Supplier Notification
8. Supplier Quote
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9. Live Console
Oracle Sourcing - Basic Setups

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1. Creating Sourcing Responsibility

1. Navigation: Oracle System Administrator > Security > Responsibility > Define
2. Create Sourcing Super User Responsibility

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1. Creating Sourcing Responsibility

3. Create Sourcing Team Member (Buyer) Responsibility

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1. Creating Sourcing Responsibility

4. Create Sourcing Supplier Responsibility

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2. Assigning Sourcing Responsibility to Users

1. Navigation: Oracle System Administrator > Security > User > Define
2. Assign Sourcing Super User Responsibility to one User

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2. Assigning Sourcing Responsibility to Users

3. Assign Sourcing Team Member Responsibility to the required Buyer Users

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2. Assigning Sourcing Responsibility to Users

4. Assign Sourcing Supplier Responsibility to the required Suppliers

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 3. Registering Suppliers

1. Navigation: Oracle Purchasing > Supply Base > Supplier User Management >
Supplier User Creation > Register Supplier User

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 3. Registering Suppliers

2. Register a Supplier User Form opens In the Oracle iSupplier Portal. Select the Supplier Name from the list
3. In the User Information Section enter the Email, Username, Last Name

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 3. Registering Suppliers

4. In the Responsibilities Section, Select the Sourcing Supplier Responsibility by clicking the Check Box
5. Click the Register Button on Top Right Corner of the Page to Register the Supplier

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Oracle Sourcing Business Flows:
I - Creating New Documents Using
Demand Workbench

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 1. Purchase Requisition

1. Create One Purchase Requisition in Oracle Purchasing and Approve the same

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 2. Demand Workbench

1. Navigation: Oracle Sourcing Super User > Sourcing > Sourcing Home Page

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2. Demand Workbench

2. In the Oracle Sourcing Page, Click the Requisitions Tab

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 2. Demand Workbench

3. Requisitions Tab Lists the available Requisitions in the Oracle Purchasing

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 2. Demand Workbench

4. Search the Requisitions required to be displayed based on the conditions

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 3. PR to RFQ

5. Select all the Requisitions you want to add to the Document Builder for creating New RFQ and Click the
Add Button. You have options to select the Outcome required for the above RFQ
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 3. PR to RFQ

6. In the Right Side Screen you can see the Document Builder Details, Check the Details and then Click
Create Button

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 4. Create RFQ

1. Note that the RFQ Document Number is now created and you can enter the required fields in the RFQ Header Page

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 4. Create RFQ

2. You can form internal Collaboration Team for reviewing the RFQ. When you press the Notify Button, Notification is
sent to all the Team Members

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 4. Create RFQ

3. Team Members get Notification in their Oracle Page that they are in the Collaboration Team for reviewing the RFQ

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 4. Create RFQ

4. Click the Notification in their Oracle Page to view the Details of the RFQ

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 4. Create RFQ

5. In the RFQ Header Terms Section enter the Bill-To Address, Ship-To Address, In the Currency Section you can
optionally set the Price Precision to the required number of decimal places

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 4. Create RFQ

6. In the RFQ Header Notes and Attachments Section you can optionally enter any details for Note to Suppliers and
also have the option to Add Attachment
7. You can Save as Draft the RFQ anytime during creation to update the same at a later date

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 4. Create RFQ

8. You will get confirmation message that the Save as Draft for the RFQ was successful

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 4. Create RFQ

9. You will see the list of Draft Negotiations in the Negotiations Tab of the Oracle Sourcing Page. You can click the
required Draft Negotiation Number to continue to edit the details in the same

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 4. Create RFQ

10. To add details or edit RFQ Lines, Click the Lines section in the top left of the RFQ
Page

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 4. Create RFQ

11. Click the Update icon in the Lines page to update the details in the Lines of the RFQ

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 4. Create RFQ

12. In the Lines page edit / update the Fields as required. Note that you can optionally
specify the Start Price, Target price and Current Price for the Line Item and also have the
option to select whether you can display the Target Price Click to Suppliers

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 4. Create RFQ

13. To add details or edit RFQ Controls, Click the Controls section in the top left of the
RFQ Page

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 4. Create RFQ

14. In the RFQ Controls Schedule Section enter the Preview Date, Open Date, Close
Date (Mandatory Field), Award Date
15. In the Response Rules Section select the Rules as required for the RFQ by clicking
the appropriate check boxes
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 4. Create RFQ

16. To add details or edit RFQ Suppliers, Click the Suppliers section in the top left of the RFQ Page

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 4. Create RFQ

17. Click the Add Supplier Button in the Invited Suppliers Section of the Suppliers Page
to add the Suppliers to whom you want to send this RFQ

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 4. Create RFQ

18. In the Search Suppliers Page give the Supplier Name and then click the Search Button

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 4. Create RFQ

19. Select the required Suppliers from the List by clicking the Check Box for the required
Suppliers and then click the Add to Invited Suppliers Button

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 4. Create RFQ

20. Now the Invited Suppliers List is shown on the Top Right Side of the Suppliers Page
under the name of the Invited Suppliers

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 4. Create RFQ

21. You can add the Supplier Site for the Invited Suppliers

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 4. Create RFQ

22. Click the Review Button to review the created RFQ

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 4. Create RFQ

23. Once the Review Button is clicked, Team Members get Notification in their Oracle Page that they
have an RFQ for preview. Click the Notification in their Oracle Page to view the Details of the RFQ

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 5. Review RFQ

1. Review the RFQ and then Click the Publish Button to Publish the RFQ to
Suppliers

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 6. Publish RFQ

1. Once the RFQ is Published, we will get Notification for the same in the Oracle Sourcing Page

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 6. Publish RFQ

2. All the Published Negotiations are listed in the Negotiations Tab Page

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 7. Supplier Notification

1. Supplier Notification about the RFQ is sent to all the Invited Suppliers

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 7. Supplier Notification

2. Click the Notification in Supplier Oracle Sourcing Page to view the Details of
the RFQ and to provide your response for participating in the above RFQ

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 8. Supplier Quote

1. Click the RFQ Number from the Supplier Negotiations Page to prepare the Quote for the
same

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 8. Supplier Quote

2. In Actions Field select Create Quote from the List and click the Go Button

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 8. Supplier Quote

3. In the Header Tab enter the details for the Fields as required and then click the Continue
Button

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 8. Supplier Quote

4. . In the Lines Tab enter the details for the Fields as required. The main Field we enter here is the
Value for Quote Per Unit and then click the Continue Button

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 8. Supplier Quote

5. Click the Validate Button to get confirm that there are not errors in out Quotation

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 8. Supplier Quote

6. The Oracle Sourcing provides Confirmation Message for the RFQ Validation

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 8. Supplier Quote

7. Click the Continue Button to take the Quote to the next steps

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 8. Supplier Quote

8. Click the Submit Button to send the Quote to the

Buyer

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 8. Supplier Quote

9. Confirmation message is provide to the Supplier once the Quote is submitted for the RFQ

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 8. Supplier Quote

10. Sourcing Buyer gets Notification for all the Quotes received from all the Supplier for the RFQ in the Oracle Page

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 8. Supplier Quote

11. Click each Quote Notification received from the Suppliers to get the details of the
Quote

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 8. Supplier Quote

12. We can view the Number of Responses details for each RFQ under the Published
Negotiations Section in the Negotiations Tab in the Oracle Sourcing Buyer Page

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 8. Supplier Quote

13. Click the Responses received number for the RFQ to view the Quote History

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 9. Live Console

1. In the Live Console we have various options like Graph, Bar Diagram and various other
options to analyse all the quotes received for a particular RFQ

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 9. Live Console

2. In the Live Console we also get the details of Percentage Savings

made with respect to the current price of the Line Item

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 10. Award Quote

1. In the Live Console select Award by Quote from the List of Values in the
Actions field and click the Go Button

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 10. Award Quote

2. In the Award by Quote Page Select the required Line (Supplier) and
them click the Award Button

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 10. Award Quote

3. The Details of the selected Award Quote is displayed. Select Save

Award from the List of Values in the Actions Field and click the Go Button

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 10. Award Quote

4. In the Award Summary Page the Rank Field is populated with Win and
the Award Amount Field is populated with the Award Amount for the
Awarded Supplier

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 10. Award Quote

5. In the Live Console select Complete Award from the List of Values in
the Actions field and click the Go Button

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 10. Award Quote

6. In the Complete Award process select both the check boxes mentioned
as (i) Create Standard Purchase Order for this negotiation and (ii) Share
award decisions with suppliers immediately and then select the Submit
Button

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 10. Award Quote

7. Award Decision Notification is automatically sent to the Awarded

Supplier

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 10. Award Quote

8. Contents of the Award Decision Notification sent to the Awarded

Supplier

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11. Create Purchase Order

1. In the Live Console in the Create Purchase Order Page check the
details mentioned under the Standard Purchase Order Details and then
click Submit to Create Purchase Order

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11. Create Purchase Order

2. In the Purchase Order Summary note that Confirmation Message is

displayed for the successful creation of the Purchase Order. Note the
Created Purchase Order Number in the same Page. Click the Purchase
Order Number

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11. Create Purchase Order

3. In the Standard Purchase Order Page we can view the Header, Lines,
Schedules and Distributions details of the created Purchase Order

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11. Create Purchase Order

4. In the Intelligence Tab of the Oracle Sourcing we can get detailed

reports related to the Awards. Note that under the Awards in the Last 30
Days section we can view the total amount awarded based on the
Negotiation Type

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11. Create Purchase Order

5. In the Purchasing Responsibility we can view the Purchase Order

created in Oracle Sourcing by querying with the PO Number 75
11. Create Purchase Order

6. Purchase Order Notification is sent to the concerned Supplier along

with the Purchase Order for review

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THANK YOU

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