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iProcurement Features & Functions

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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

The Department of Procurement & Contracts

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objectives
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
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
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 iprocurement5
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
The Home Page

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parts of the home page
Parts of the Home Page
  • Page Tabs and Buttons
  • Links

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parts of the home page8
Parts of the Home Page
  • Greeting and General Information
  • Purchasing News

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parts of the home page9
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 page10
Parts of the Home Page
  • Requisitions at a Glance

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parts of the home page11
Parts of the Home Page
  • Categories and Lists for browsing.

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the home page12
The Home Page

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my profile
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
It’s time to Shop
  • Access the shopping page from the home page.
    • Shopping Tab
    • Shopping Link

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shopping page
Shopping Page

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shopping
Shopping

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the results page
The Results Page

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

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add to favorites22
Add to Favorites
  • The items will be here for future use

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add to cart
Add to Cart
  • Select and click the Add to Cart button.

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the shopping cart
The Shopping Cart

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the shopping cart25
The Shopping Cart

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checking out
Checking Out
  • When you have everything in your cart that you want, proceed to checkout.

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delivery information
Delivery Information
  • Need by date
  • Who it’s going to
  • Where it’s going

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enter billing information
Enter Billing Information

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review charge accounts
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
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
Enter Notes & Attachments

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review approver list
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
Review List & Enter Justifications
  • Add approvers as desired

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review and submit
Review and Submit

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confirmation page
Confirmation Page

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requisition status
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 status37
Requisition Status
  • From the Requisitions at a Glance
    • Click link under Status
    • Click link under Requisition

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action buttons
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 buttons39
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
Receiving

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receiving41
Receiving

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receiving42
Receiving
  • Add your quantities
  • Click the Receive button

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receiving43
Receiving
  • Add info about the receipt
    • Either for the entire receipt
    • Or for each line separately

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receiving44
Receiving
  • Click Submit when done and your receipt is made.

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catalogs lists
Catalogs & Lists
  • The purchasing department can maintain Public Lists of their choosing.

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catalogs lists46
Catalogs & Lists
  • Requestors see what you want them to see.

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conclusion
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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conclusion48
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
Questions?

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thank you
Thank You

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