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Internet Procurement

Internet Procurement. Oracle iProcurement – Centralize Purchasing Control, Decentralize Execution. Procurement policy based self-service enablement Support requests for all goods and services Productive user interface for self-service audience

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Internet Procurement

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  1. Internet Procurement

  2. Oracle iProcurement – Centralize Purchasing Control, Decentralize Execution • Procurement policy based self-service enablement • Support requests for all goods and services • Productive user interface for self-service audience • Self-service receiving for improved payment accuracy

  3. Create POs Document Approvals Communicate …But, do buyers have the time? Manage the Spend, not the Transactions… Requesters Buyers Suppliers G&A Maintenance Manufacturing R&D

  4. CorporatePolicy Role-BasedSecurity FinancialControls Approval Workflow Automate Transactions…Flag Exceptions Implement Controls Manage Supply Base Analyze Spend Requesters Suppliers G&A Maintenance Manufacturing R&D

  5. Define rules for corporate policy based automation Flexible workflows to configure your rules Approvals • Rules-based approval list • Cost-center, location, commodity controls • Flexible approval hierarchies • Approve via email or online Automatic PO creation • Contract buys vs. one-off • Approved supplier usage • Standard vs. non-standard items • Emergency POs • Automatic approval and communication Approved Suppliers and Items • Identify approved suppliers for items / commodities • Establish approved item/pricing contracts and represent as catalogs • Control requester access to authorized catalogs Charge Accounts & Budgets • Person, CC, location, item commodity controls • Project tracking and reporting • Full budgetary control using encumbrance accounting

  6. Oracle iProcurement – Centralize Purchasing Control, Decentralize Execution • Procurement policy based self-service enablement • Support requests for all goods and services • Productive user interface for self-service audience • Self-service receiving for improved payment accuracy

  7. Content Management ModelsMultiple options to support different item types Catalog Content Management Local Catalogs Demand driven by MRP Inventory level tracked Items under lot/serial/revision control Items under existing long term agreements Direct Material and Mission Critical MRO Remote: Supplier Hosted Dynamic pricing & availability Configurable items Large selection of items Inventory not tracked in buying org. Indirect and Non-Critical MRO Remote: Catalog Hubs Static item and pricing information Approval controls for price changes Inventory not tracked in buying org. Indirect and Non-Critical MRO

  8. Supplier Hosted CatalogsUsers punchout to catalogs maintained on supplier websites Firewall iProcurement Catalog content on supplier’s website • Access company specific catalogs on supplier website • Item configuration rules for CTO items • Real time pricing and availability Information • Support Oracle XML and cXML formats for punchout

  9. Catalogs Hosted on Catalog Content Hubs http://www.exchange.oracle.com/ Catalog Content Hub Firewall iProcurement • Immediate access to wide variety of catalogs • Suppliers author catalogs on content hub • You approve changes to items and pricing • Control requesters’ access to available catalogs

  10. Single Point of Entry for All Request TypesGuide users to appropriate “Store” based on request type • Office supplies • IT equipment • Industrial Supplies • Professional services • Temporary staffing • Maintenance • Promotional items

  11. Order Items from Suppliers or Internal Warehouses • Purchase requisitions • Local or remote catalogs • Non-catalog requests for non-standard goods • Internal requisitions • Internal catalogs for standard items • Source based on availability • Inter- or intra-company requests with cross-company accounting

  12. Simple and Advanced search for items in Catalog • New self-guiding search offers targeted results for self-service users • Advanced search for attribute specific criteria • Control catalog access to users based on usage

  13. Request for Services using “Smart Forms”Flexible templates to capture service details • Flexible templates to define authorized service terms and rates • Professional and general business services • Minimize data entry, default values from templates • Capture additional service details during request creation • Configure approval rules based on smart forms

  14. Contractor requests for Temporary Assignments • Contractor requests for administrative and professional needs • Requests based on controlled access to approved suppliers and contracted rates • Review candidates submitted by suppliers • Finalize candidate and terms, flexible approvals for budget and candidate selection • Fast-track process for simple requests

  15. Maintenance Schedule Rule Based Engine Request Order Assets Ship To Maintenance Location Supplier Maintenance Requests for Assets • Define maintenance schedules for assets • Create requisitions for work orders from maintenance workbench, search MRO catalogs for required items • Track progress against work orders • Receive and deliver items directly to maintenance location

  16. Financial Considerations for all Business Environments Budgets & Encumbrance Accounting • Control spending using budgets and encumbrance accounting • Track spending limits and spend-to-date • Real-time validation of funds during request creation • Approvals based on budget ownership Flexible cost allocation • Automatic account defaults based on business rules • Security-based override capabilities • Distribute charges across multiple accounts/cost-centers • Allocate charges to expense or material accounts based on usage Project-based requests • Request goods and services for specific projects • Allocate costs to multiple project accounts and budgets • Track and report against projects Requests charged to specific Grants • Capture grant award information on individual requests • Allocate costs across multiple grants • Default grants information onto request lines to minimize data entry

  17. Oracle iProcurement – Centralize Purchasing Control, Decentralize Execution • Procurement policy based self-service enablement • Support requests for all goods and services • Productive user interface for self-service audience • Self-service receiving for improved payment accuracy

  18. Productive User Interface for Self-service Audience • Easy-to-use interface • Familiar “amazon.com-like” interface • Create and submit requisitions in just a few clicks • Productivity enhancement tools to minimize data entry • Shopping lists (Favorite and Public) • Saved shopping carts • Copy requisitions

  19. Simplify catalog searching using Transparent PunchoutEliminate guesswork from catalog searching Local Catalogs TransparentPunchout* Requester Supplier A Website User sees all search results, irrespective of catalog source, on this familiar page Exchange.Oracle.com *Patent Pending

  20. Full visibility into entire Procurement lifecycle Self-service access frees up buyers’ time • View approval status and history • Related POs and associated status • Real-time tracking of in-transit shipments • View Receipt history and associated exceptions • Invoice and payment information

  21. Rules-based Online ApprovalsEliminate paper approvals, improve auditability • Centralized approval engine services approval needs across apps. • Automatic approval routing based on business rules • Approvers can approve via email or from work list • Nominate proxy approvers when on vacation • Full approval trail with relevant comments captured for audit needs

  22. Oracle iProcurement – Centralize Purchasing Control, Decentralize Execution • Procurement policy based self-service enablement • Support requests for all goods and services • Productive user interface for self-service audience • Self-service receiving for improved payment accuracy

  23. Self-service receiving of goods and services Increased payment control with 3-way matching • Requester initiated receipts using self-service screens • Single-click simplicity • Record packing slip, waybill information • Track in-transit shipments and receive against them • Automatic invoicing based on receipt • System initiated receipts using workflow • Automatic notification on due date • Requester acknowledges receipt via response • Automatic receipt generation based on response

  24. Record receipt exceptions, reconcile payments accurately using 3-way match Return to Vendor • Self-service screens to return defective goods to supplier • Reference RMA code • Real-time updates to on-hand quantities • Automatically generate debit memos for reimbursement • Full receipt history audit trail to resolve discrepancies Receive Receipt Corrections • Correct data entry errors by issuing corrections • Factor corrections into receipt audit trail for accurate reporting Return Correct

  25. Summary

  26. Oracle iProcurement – Centralize Purchasing Control, Decentralize Execution • Procurement policy based self-service enablement Buyers manage the spend, not individual transactions • Support requests for all goods and services Single entry point for requests, single business rules repository • Productive user interface for self-service audience Quicker customer adoption, smoother rollouts • Self-service receiving for improved payment accuracy Increased control with 3-way match

  27. Oracle Sourcing Maximize Savings and Sourcing Bandwidth Information Age Applications

  28. Oracle Sourcing

  29. Orders Indirect Goods SupplierPortal DirectMaterials Logistics EngineeredGoods SupplierNetwork Settlement ProfileManagement Services Oracle Advanced ProcurementThe Integrated Suite that Dramatically Cuts All Supply Management Costs Reduce Spend on Goods and Services DemandCollection SupplierCollaboration SpendAnalysis CategoryManagement OnlineSourcing Streamline Procurement Processes ApprovalRouting TouchlessBuying Automated Payment Budget-BasedProcurement ContractManagement SupplierPerformance Enforce Policy Compliance

  30. Identify Opportunities & Suppliers Define Strategies & Negotiations ConductOn-Line Negotiations Analyze & Award Approve & Issue Make Savings Stick Other ContractMgmt Finance Purchasing Marketing Operations Oracle Sourcing Source More of Your Spend Source for Lowest Total Cost Create Immediate and Long-Term Savings Structured Event Support Cross-Functional Collaboration Rapid Deployment Change Management Knowledge Capture / Re-use Enterprise Integration Automated Negotiations, Bid Mgmt and Award Total Cost Analysis Real Time Decision Support Integration

  31. Demand Outcome CollaborativeSourcing Process PurchaseOrders Blanket Agreements • RFI / • Survey • RFQ • Auction Suppliers BlanketAgreements Requisitions Update Catalog GlobalAgreements Spreadsheets (1000 lines+) Signed Contract Sourcing Templates Purchasing Data Contracts Oracle Sourcing Overview

  32. Oracle SourcingEnables You To… • Source More of Your Spend • Source for Lowest Total Cost • Create Immediate and Long-Term Savings

  33. Exploit More Savings Opportunities Oracle Enabled Sourcing Automated Bid Comparison Percentage of Spend Under Contract System Generated Awards Efficient Change Management On-Line Negotiation Support Structured Event Creation Traditional Sourcing Approach Sourcing Resources

  34. Request Driven Renewal Driven Structured Sourcing Event CreationGreatly Reduce Preparation Time and Manual Effort Expiring Agreement 1-Click Renegotiation RFx, Auction Instantly create new sourcing event from previous agreements Sourcing Template Requisitions RFx, Auction Aggregate requests across the enterprise to leverage buying power

  35. Efficient Online Negotiations: BuyerSlash Cycle Time by Eliminating Manual Processes View responses and monitor bidding activity in real-time Drill into individual sourcing events View new incoming supplier messages and incomplete tasks

  36. Efficient Online Negotiations: SupplierSlash Cycle Time by Improving Communications Suppliers review contract terms early in the sourcing cycle Suppliers can review all requirements before bid submission

  37. Efficiently Manage ChangeQuickly Create New Round or Amendment Buyer Supplier RFQ 1234 RFQ 1234-1 New Round or Amendment Publish Changes Acknowledge Changes • Create and Publish New Rounds or Amendments Online • Full Audit Trail Including Net Change Comparison • If Suppliers Accept, Their Quotes Roll Forward

  38. Multiple Suppliers Minimum 60% to incumbent supplier $100k Annual Maximum Maximum of 5 Vendors System Generated RecommendationsEliminate Time-Consuming Manual Analysis Company Policy Complex Bids • Sourcing Rules • Budget Constraints • Supply Base Rules • Multiple Sites • Dozens of Bid Lines Award Optimization Engine Model multiple business constraints and supplier inputs Optimized, Policy-Compliant Award Recommendation

  39. Facilitated Online Bid ComparisonMake Faster Award Decisions • Utilize structured bid data • Automatic bid scoring • Consistent format for side-by-side comparison of competing bids • Provide online analysis for fast, accurate awards • Multiple chart and graph formats (e.g., scatter plot, bar, pie) • Flexible award methods enable selection of suppliers, bid lots or specific line items • Business and regulatory compliance policies (e.g., multi-sourcing requirements, minority business preference) • View award summary for purchase recommendation, approval, and compliance details

  40. Oracle SourcingEnables You To… • Source More of Your Spend • Source for Lowest Total Cost • Create Immediate and Long-Term Savings

  41. Commodity Manager Requestor (eg., Mfg, HR) Suppliers Project Manager Sourcing Manager Logistics Finance / Legal Design Contract Manager Cross-Functional CollaborationCombine Expertise for Higher Quality at Lower Price • Domain knowledge • Supplier performance • Market knowledge • Constraints • Costs estimates • Define requirements • Implementation planning • Best delivery terms • Handling instructions • Best payment terms • Latest BOM, specs and drawings • Corporate policy and procedure

  42. New Sourcing Event Sourcing Knowledge Capture Drive Optimal Results by Re-Using Best Practices Bidding Rules Supplier Lists Sourcing Policy Rules Sourcing Templates Pricing Factors Scoring Methods • Leverage Proven Practices • Replicate Buyer Expertise • Retain Knowledge across the Organization Negotiation Event Style Knowledge from Past Sourcing Events

  43. Example: Template-Based Scoring Criteria Exclude from supplier shortlist Weighted scoring • Header • Line • Attribute group

  44. Total Cost and Complete Bid AnalysisEvaluate Tangible and Intangible Costs European Supplier $16 vs. $23* North American Supplier $21 vs. $21* AsianSupplier $20 vs. $23* Latin American Supplier$14 vs. $26* • Capture Total Cost • Tangible (e.g., freight) • Intangible (e.g., switching costs) • Buyer and Supplier Entered • Evaluate Transformed Bids • View Transformed or Un-Transformed • Visible During Analysis and Award Example: Supplier “C” Bid $14 System Added Freight $ 6 Tariff $ 4 Risk $ 2 Transformed Bid =$26 *Bid vs. Transformed Bid

  45. Total Cost and Complete Bid AnalysisBalance Price, Quality, Promise Date, etc. Display quote price and score based on all attributes Preferred quotes represent an optimal balance of price, quality, promise date, etc.

  46. Oracle SourcingEnables You To… • Source More of Your Spend • Source for Lowest Total Cost • Create Immediate and Long-Term Savings

  47. Rapid DeploymentStart Saving Immediately SimpleRFx / Auctions Start with a few key activities • Implementation in days or weeks -- not months! • Incrementally implement capabilities Supplier Enablement Quickly enable suppliers to participate in sourcing events ComplexRFx / Auctions Grow into advanced capabilities as needed Automate complete business process using integrated Advanced Procurement platform Off-the-Shelf Integration

  48. Consistent Execution and ComplianceRealize Sustainable Savings via Integration Sourcing • Transfer negotiated terms and pricing to execution • Drive contract compliance and track deliverables • Monitor contract utilization and supplier performance • Enable suppliers to openly compete for business • Seamlessly execute negotiated agreements • Leverage common source of master / reference data • … Procurement Contracts iSupplier Portal Purchasing

  49. Workflow Enablement Awarded Quotes Create Agreements/POs Receive Goods or Services Pay Supplier Example: One-Click PO CreationCreate Purchasing Documents Directly from Award • Copy all pricing, contract and deliverable information • Eliminate manual entry and associated errors

  50. Example: Real-Time Deliverable MgmtEasily Monitor Compliance Across the Enterprise Review status of deliverables Track notes and correspondence Drill into details Link to source document • Ensure supplier compliance and consistent evaluation • Sourcing deliverables • Contractual deliverables • Enable buyers to be proactive • e.g., Contract milestones or expirations

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