Oracle Sourcing /iSupplier

Yazan Al-Zabalawi

Agenda
Oracle Sourcing. Oracle I Supplier. Whats New In R12.

Sourcing

Oracle Sourcing.
The following are the Negations types available in Oracle Sourcing: RFI: Request for Information used to qualify supplier and their goods or services. RFQ: Enables Buyers to collect quotes for complex and hard defined goods or services. Auctions: Enables buyers to solicit Bids for goods and services that are clearly defined.

Features
Create a RFQ. Create a RFI. Create a auctions. Supplier registration. Online discussions between Buyers and Suppliers. Awards. Allocating the quote to multiple suppliers.

Integration
Oracle Purchasing. Oracle I supplier. Procurement Contracts.

I Supplier

Agenda
Oracle iSupplier Portal Overview Supplier Registration Oracle iSupplier Portal Home Page Manage Orders Manage Shipments Hands On Receiving Information Invoice & Payment Information Supplier Profile Management.

Oracle iSupplier Portal Overview

What is Oracle iSupplier Portal?

An Internet based Interactive Self Service Application Collaborative Capabilities Performing Common Business Applications Reviewing Purchase Agreements Initiating Purchase Order Changes / Performing Cancellations Managing Shipments i.e Advanced Shipment Notices Reviewing Customer Returns Self billing

Key Benefits Oracle iSupplier Portal

Improve efficiency with trading partner self-service transaction processing. Strengthen supplier relationships, increase quality, and lower costs. Collaborate via the web for enhanced efficiency and better services.

Supplier Registration

Supplier Registration
Self-service prospective vendor registration enable suppliers to register their interest in establishing a business relationship with the buying company. Once registered, the supplier can provide details about their company and describe the types of goods and services they provide.

Registration Link for New Suppliers

Registration Link for New Suppliers

Responsibilities Provided For Suppliers

Supplier Profile Manager
iSupplier Portal Full Access

Sourcing Supplier

Using Oracle iSupplier Portal Home Page

After login with User name and password provided in email, Supplier will view this home page

Pre requisites Before Transaction

Enter the mandatory details in Admin tab before transaction with buyer.

Supplier Profile Management

Overview
Enables the supplier to manage key profile details used to establish or maintain a business relationship with the buying company. This profile information includes Address information, Names of main contacts, Business classifications, Banking details, Category information about the goods and services that the supplier is able to provide to the buyer. Buyer administrators will review the details provided by the suppliers and use them to update the appropriate records in the buyers purchasing transaction system.

Key Benefits
The supplier can benefit from managing their profile themselves. Enables the supplier to effectively represent to the buying company and update their profiles details as necessary, making important information accurate.

Supplier Details

Enables the supplier can add to or change their profile information. The supplier can also add an attachment to their profile.

Business Classifications
The supplier can claim classifications that are appropriate to their business and add any required classification details. Buyers can then audit the suppliers qualifications. Once the supplier claim the appropriate classifications, buyer administrators are notified so they can review the details.

Product & Services

Buying companies define product and service category sets that they use to categorize their supply base. The supplier can browse the list of goods and services and select all those that apply to their business. Buying companies can then use this information; some may use it to help generate supplier invitation lists for RFQs or for reporting.

Banking Details
Enables the supplier to create and maintain their own bank account details and assign these accounts to multiple addresses within their company. Buying companies can then access and approve these details for propagation into their payables systems. The supplier can create and maintain bank account details that they want the buying company to use when they make payments to the supplier.

User Accounts
Enables the supplier to view information regarding users that can access the Oracle iSupplier Portal application on behalf of their company Viewing user accounts is helpful for the supplier to track which suppliers are no longer with the company.

Oracle iSupplier Portal Ready for Transactions

Order Information
Query Purchase Orders Acknowledging Purchase Orders Request Changes Initiating Cancellations Change History

Query Purchase Orders

Purchase Order Details

Purchase Order Acknowledgement

Purchase Order- Acknowledgment
Orders qualified for acknowledging Accepting or Rejecting Complete Order
Buying Company requests acknowledgement of their purchase order Supplier receives notification requiring their response Supplier Acknowledges the purchase order, Reviews the details and Accepts or Rejects the order. Notification sent to the Buyer

Purchase Order Acknowledgement

Either acknowledge the order online, or accept or reject the order using the notification. The supplier can submit acknowledgments for an entire order, or for individual shipments. The supplier can also communicate change requests during acknowledgment. Line &Shipment Modifications Initiate Changes for Price, Quantity Order, Promised Date Additional Change Requests After submitting the changes, the purchase order status changes to Supplier Change Pending until the buyer approves the changes.

Change History
Ability to track revisions as snapshot Current PO Vs. Previous PO Multiple Revision Tracking

Canceling Orders or Shipments

The supplier can submit cancellation requests for an entire order or a particular shipment. The supplier can also submit changes and cancellations at the same time.

Agreements
Supplier agreements are purchase agreements which the supplier have made with the buying company. On the Supplier Agreements page, supplier can review the details of those agreements, and the corresponding releases (orders) that have been created for a particular agreement.

Viewing Requests for Quotes

Viewing requests for quotes (RFQs) enables the supplier to select possible negotiations to participate in with the buying company.

Manage Shipments

Overview
Delivery Schedules Shipment Notices Receipts Returns Overdue Receipts On Time Performance

Delivery Schedules
Delivery Schedules
Due Date Quantity Ordered and Received Ship to Location Ship to Location Address

Shipment Notices
Shipment Notices
Advanced Shipment Notice Advanced Shipment & Billing Notice View/Cancel Advanced Shipment & Billing Notice Create Routing Requests View Routing Responses

Shipments Due

Advance Shipping Notice (ASN)

Supplier can alert the buying company of upcoming shipment deliveries. The details that can be specified on an ASN include: Shipment Lines Shipment Line Defaults Packing Slip Country of Origin Bar Code Label Container Number Truck Number Comments Shipping Information

Advance Shipping Billing Notice (ASBN)

The suppliers can enter billing information on a shipment notice to create an ASBN. An ASBN creates an invoice in the buyers payables system. To create an ASBN, the following billing details should be provided Invoice Number Invoice Amount Invoice Date Payment Terms Freight Amount Currency Tax Amount Remit To Site

ASN Creation Process Flow

View Shipments Due Add To Shipment Notice

Enter Shipment Header Details

Enter Shipment Line Details Submit

Notification sent to Buyer

Shipment Header

Shipment Lines

View/Cancel ASN/ASBN
When supplier cancels an ASN or ASBN, the system sends a notification to the buyer. When supplier cancels an ASBN, both the shipment notice and corresponding invoice that was issued in the buyers payable system are canceled. Canceling a shipment notice cannot be undone.

Overdue Receipts
Enables the supplier to view the details of past due purchase order shipments.

Receiving Information

Receiving Information
Enables the supplier to view their receipts, returns, and delivery performance. The receiving information that can be viewed includes: Receipts Returns On-Time Delivery Performance

Viewing Receipts

Viewing Returns

On-Time Delivery Performance

Enables the supplier to view the delivery status of the shipments made against purchase orders. The supplier can view their performance for timeliness of deliveries.

Viewing On-Time Delivery Performance

Invoice & Payment Information

Overview
Creating Invoice Payable Invoice Import Invoice validation Viewing Invoices

Viewing payments

Submitting Invoices
The supplier can submit an invoice online to the buying company based on the purchase order lines they have fulfilled. The supplier can invoice against open, approved, standard, or blanket purchase orders that are not fully billed. They can enter a credit memo against a fully billed purchase order (use negative quantity amounts to enter a credit memo), as well as invoice against multiple purchase orders. The supplier can also partially complete an invoice, save it, and submit it later. After the supplier submits an invoice, they cannot change the invoice. In order to make adjustments to a submitted invoice, a credit memo can be created against the same purchase order items to net out the invoice charges.

Invoice Creation

Viewing Invoice Information

Enables the supplier to view the history of all their invoices by the buying company.

Viewing Payment Information

Enables the supplier to view the history of all the payments to their invoices completed by the buying company.

Whats New In R12

Knockout Suppliers from the Shortlist Description

Buyers set up the minimum requirement scores that suppliers must attain to remain in the negotiation shortlist. Suppliers scored below the specified minimum are automatically removed from the shortlist. Suppliers excluded from the shortlist are not eligible for awards.

Knockout Suppliers from the Shortlist Description

Knockout Criteria based on requirement Scores (subjective or objective) Oracle Sourcing identifies quotes that do not meet the minimum criteria and excludes them from the shortlist
Are you ISO certified? Knockout Minimum: 100

Knockout Results
Quote 988 Are you ISO Yes certified? (100) Quote 990 Are you ISO No certified? (0)

Quote 990 is excluded from Shortlist because it didnt meet the Knockout minimum

Knockout Suppliers from the Shortlist Benefits

Remove non-compliant responses automatically
Define minimum knockout criteria and let Oracle Sourcing enforce it

Focus on the quotes that meet the minimum criteria

Analyze in detail only quotes that are worthwhile

Streamline sourcing process

Shorter analysis cycle results in faster award decisions

Knockout Suppliers from the Shortlist Setup and Process

PROCESS

Create Negotiation

Knockout Suppliers

Receive Bids from Suppliers Negotiation close Yes

Additional requirements to score? No

Requirements automatically scored? No Score bids

Yes

Perform additional analysis and award activities

Knockout Suppliers from the Shortlist Setup Create Neg.: Knockout Score

Enter knockout score for automatically and manually scored requirements

Knockout Suppliers from the Shortlist Process Knockout Results

Some responses remain in the shortlist, others are reinstated.

Team Scoring of Requirements Description

Enhanced Team Scoring Support
Buyers define scoring teams that are responsible for evaluating different requirement sections. Members on a scoring team score each quote for sections assigned to their team. Upon completion of the scoring process, Oracle Sourcing computes the average team score for each requirement and section. Once scoring is locked, scores from all teams are summed together and included with the objective (automatic) scores to determine the overall score for the response.

Team Scoring of Requirements Description

Technical Team
John = 90 Mary = 85 Sue = 80

Technical Capabilities (40% weight)

Quote 988
Technical Capabilities = 34 Price = 32 Past Performance = 17

Commercial Team
Sue = 75 Doug = 80 Tina = 85

Price (40% weight)

Quality Control Team

Alan = 90 Mark = 80

TOTAL SCORE FOR QUOTE: 83

Each Team Member has a Score Sheet for each response Each Team Member scores each Requirement for the assigned Section Oracle Sourcing calculates average of Team Member Score Sheets to determine Section score Sum of Team scores determines overall response score

Past Performance (20% weight)

Team Scoring of Requirements Description

Additional features
New collaboration team role: Scorer Hide pricing information from specific team members Full members can override overall score

Team Scoring of Requirements Benefits

Reduce analysis time with online team scoring
Scorers work in parallel on their scoring sheets Buyers do not need to compile the figures from different team members

Minimize buyers administrative role in the scoring process

Oracle Sourcing coordinates team scoring effort At any time, buyers can query scorers status

Increase bid evaluation transparency

Share commercial terms with scorers on as-needed basis Archived audit trail of team member scores

Team Scoring of Requirements Process Create Neg.: CollaborationTeam

New Scoring Only Access on Collaboration Team

Cannot edit negotiation Ideal for non-buyers that need to evaluate responses

Team Scoring of Requirements Process Create Neg.: Scoring Teams

Detailed instructions per team

Control price visibility by scoring team

Team Scoring of Requirements Process Score Responses

Scorers evaluate the quote sections assigned to their teams.

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Enriched Bidding & Analysis Spreadsheet

Enriched Bidding & Analysis Spreadsheet

Description
Provide formatted output for response and analysis flows Download information at all levels to one file Support additional Sourcing features Use spreadsheet formula for instant analysis Contain color-coding for required and optional fields

119

Enriched Bidding & Analysis Spreadsheet

Business Value
Minimize errors for data entry Increase efficiency for data analysis Eliminate hassle to load and maintain various spreadsheets for the same negotiation Improve overall user experience

Enriched Bidding & Analysis Spreadsheet

Process - New XML Spreadsheet
Formatted and Protected Worksheet

Multiple Worksheets in One File

Color-Coded Required and Optional Fields

Enriched Bidding & Analysis Spreadsheet

Process - Response Lines

Line Filter

Bid Total Calculated Instantly

Link to Scoring Worksheet

Predefined List of Values

Enriched Bidding & Analysis Spreadsheet

Setup - Concurrent Processing

Maximum Number of Lines

Threshold will be divided by 5 for XML Spreadsheets

Maximum Number of Errors

Same value will be shared with Tab-Delimited Spreadsheets

Enriched Bidding & Analysis Spreadsheet

Process - Analysis - Header Requirements
Weighted Scores Calculated Instantly

Rich Text Support

Assess Weight Impact for Requirements

Evaluate and Assign Scores for Suppliers

124

Enriched Bidding & Analysis Spreadsheet

Process - Analysis - Lines
Overall Savings Calculated Instantly

Side-by-Side Bid Comparison

Perform What-If Analysis

Award and Savings Amount per Supplier Calculated Instantly

125

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2 Stage - RFQ

Two-Stage RFQ
Description
RFQ Creation
Creation of RFQ includes explicit and implicit classification of sections as Technical and Commercial Header Requirement Sections are classified explicitly as Technical or Commercial Contract Terms, Line Level Attributes, Notes etc are implicitly classified as technical Quote Price, Cost Factors, Price Tiers and Price Breaks, Complex Work elements are all implicitly classified as commercial RFQ is sealed Applies to both Standard and Large Negotiations

Two-Stage RFQ
Description
Enhancements to Tools
Requirement Lists can be created explicitly for Two-Stage RFQs Templates can also be marked as Two-Stage and used while creating a Two-Stage RFQ Classification of Requirement Sections visible in print view of negotiation in both buyer and supplier views

Quote Creation and Submission

Suppliers submit a single quote in response to the RFQ Attachments are tagged as From Supplier: Technical or From Supplier: Commercial

Two-Stage RFQ
Description
2 Stage Evaluation Process
Only technical sections are unlocked Quotes may be disqualified, automatically knocked out or manually dropped from short list After short listing, buyer concludes technical evaluation stage by executing Complete Evaluation: Technical Commercial sections of quotes not short listed for commercial evaluation will be sealed forever Quotes cannot be further short listed after commercial sections are unlocked Analyze by Quote page allows comparison of responses to Header Requirements that are classified as technical Award Optimization can be run only on quotes short listed from technical evaluation

Two-Stage RFQ
Description
Team Scoring
Enhanced to allow scoring in both technical and commercial stages Scoring only on responses to technical sections during the technical evaluation stage Scores from technical stage cannot be edited by scorers during commercial evaluation

Commercial Evaluation & Award

Only quotes short listed from technical evaluations are available for evaluation, analysis and award actions Unlocking commercial sections allows the entire quote to be visible

New Notifications
New notifications added to communicate status of quote

Two-Stage RFQ
Business Value
Aids in evaluation of supplier responses in two distinct stages Checks and balances are built in to ensure that no commercial terms are visible during technical evaluation Data Security - commercial sections of quotes not short listed during technical evaluation can never be unsealed/unlocked Transparency of process across user groups by way of RFQ statuses and notifications 2 Stage RFQ is often mandatory in the Public Sector industry and certain Government organizations

Two-Stage RFQ
Process Negotiation Creation

Two-Stage RFQ
Process Quote Creation (Requirements)

Two-Stage RFQ
Process Abstract & Forms

To enable Two-Stage check box in the Abstract

Add the field Two-Stage RFQ to the abstract The Check Box will be displayed only for a Two-Stage RFQ

Two-Stage RFQ
Process Technical Evaluation

Commercial Sections cannot be scored during technical evaluation

Two-Stage RFQ
Process Commercial Evaluation

Quote not available for comparison. Also note that the Quote Total is sealed

Quote not short-listed from technical evaluation

Thank You..