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Iprocurement features and_functions
- 1. www.csc.cps.k12.il.uspurchasing1 iProcurementiProcurement Features & FunctionsFeatures & Functions The Department of Procurement & ContractsThe Department of Procurement & Contracts
- 2. www.csc.cps.k12.il.uspurchasing2 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
- 3. www.csc.cps.k12.il.uspurchasing3 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.
- 4. www.csc.cps.k12.il.uspurchasing4 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.
- 5. www.csc.cps.k12.il.uspurchasing5 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.
- 7. www.csc.cps.k12.il.uspurchasing7 Parts of the Home Page Page Tabs and Buttons Links
- 8. www.csc.cps.k12.il.uspurchasing8 Parts of the Home Page Greeting and General Information Purchasing News
- 9. www.csc.cps.k12.il.uspurchasing9 Parts of the Home Page To Do List – See requisitions pending your approval – Reassign this responsibility when you’re gone
- 10. www.csc.cps.k12.il.uspurchasing10 Parts of the Home Page Requisitions at a Glance
- 11. www.csc.cps.k12.il.uspurchasing11 Parts of the Home Page Categories and Lists for browsing.
- 13. www.csc.cps.k12.il.uspurchasing13 My Profile Accessed with the My Profile tab Allows us to enter default information to be applied to requisitions created
- 14. www.csc.cps.k12.il.uspurchasing14 It’s time to Shop Access the shopping page from the home page. – Shopping Tab – Shopping Link
- 18. www.csc.cps.k12.il.uspurchasing18 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.
- 19. www.csc.cps.k12.il.uspurchasing19 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
- 20. www.csc.cps.k12.il.uspurchasing20 The Results Page - Compare Selecting multiple items and clicking the Compare button will display the items for side-by-side comparison.
- 21. www.csc.cps.k12.il.uspurchasing21 Add to Favorites Select the items to be added and then click the Add to Favorites button.
- 22. www.csc.cps.k12.il.uspurchasing22 Add to Favorites The items will be here for future use
- 23. www.csc.cps.k12.il.uspurchasing23 Add to Cart Select and click the Add to Cart button.
- 26. www.csc.cps.k12.il.uspurchasing26 Checking Out When you have everything in your cart that you want, proceed to checkout.
- 27. www.csc.cps.k12.il.uspurchasing27 Delivery Information Need by date Who it’s going to Where it’s going
- 29. www.csc.cps.k12.il.uspurchasing29 Review Charge Accounts Charge Accounts are built by the account generator Charge Accounts can be manually changed
- 30. www.csc.cps.k12.il.uspurchasing30 Final Review of Charge Accounts Multiple distributions are indicated by a “Multiple” link in the Charge Account field.
- 31. www.csc.cps.k12.il.uspurchasing31 Enter Notes & Attachments
- 32. www.csc.cps.k12.il.uspurchasing32 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.
- 33. www.csc.cps.k12.il.uspurchasing33 Review List & Enter Justifications Add approvers as desired
- 36. www.csc.cps.k12.il.uspurchasing36 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.
- 37. www.csc.cps.k12.il.uspurchasing37 Requisition Status From the Requisitions at a Glance – Click link under Status – Click link under Requisition
- 38. www.csc.cps.k12.il.uspurchasing38 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.
- 39. www.csc.cps.k12.il.uspurchasing39 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.
- 42. www.csc.cps.k12.il.uspurchasing42 Receiving Add your quantities Click the Receive button
- 43. www.csc.cps.k12.il.uspurchasing43 Receiving Add info about the receipt – Either for the entire receipt – Or for each line separately
- 44. www.csc.cps.k12.il.uspurchasing44 Receiving Click Submit when done and your receipt is made.
- 45. www.csc.cps.k12.il.uspurchasing45 Catalogs & Lists The purchasing department can maintain Public Lists of their choosing.
- 46. www.csc.cps.k12.il.uspurchasing46 Catalogs & Lists Requestors see what you want them to see.
- 47. www.csc.cps.k12.il.uspurchasing47 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.
- 48. www.csc.cps.k12.il.uspurchasing48 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.
Editor's Notes
- #4: This is not a replacement or a substitute for PO. It is simply an additional “strap on” module.
- #7: From left to right and top to bottom, the iProcurement home page is loaded with information to help the requestor create requisitions. Although the look is unlike anything seen in the core application, it is well laid out and users should be able to easily access the information and tools they need.
- #13: From left to right and top to bottom, the iProcurement home page is loaded with information to help the requestor create requisitions. Although the look is unlike anything seen in the core application, it is well laid out and users should be able to easily access the information and tools they need.
- #18: So what can we do with these?
- #26: Clicking the Return to Shopping link takes you back to the search or browse page. Additional items can be selected and added to the cart
- #30: Either Continue or edit an account
- #33: Cover some examples of how workflow can be used to analyze and route approvals based on $, item, category, etc.
- #41: Go over the areas Search click a PO or Req number Click “More”