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 youre 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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Its 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 its going to
Where its 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
Oracles 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 requestors
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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