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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.

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iProcurement Features & Functions

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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 you’re 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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It’s 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 it’s going to

  • Where it’s 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

  • 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.

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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

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