Document History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Update Version Notes
06 OCT 2017 Update 17D Delivered new features in update 17D.
10 OCT 2017 Update 17C Revised update 17C.
07 APR 2017 Update 17B Delivered new features in update 17B.

Update 17D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
06 OCT 2017   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.  Oracle specifically disclaims any liability with respect to this information.  Refer to the Legal Notices and Terms of Use for further information.

Purchasing

Send Purchasing Document Attachments as Separate Files

You can send purchasing document attachments as separate files in the email message instead of as a single Zip file. Attaching separate files ensures that suppliers have access to all required information, and avoids blocking of Zip files.

Bypass Purchase Order Approval Option

Bypass approval processing of purchase orders that are generated automatically to fulfill requisitions for previously negotiated goods and services.

Self Service Procurement

Restart Approvals After Preparer and Requester Update

Restart requisition approvals automatically. You now have an option to automatically restart requisition approvals when updating the preparer and requester.

NOTE: This feature was also made available in a quarterly update of Release 12.

Use Requisition Flexfield Parameters to Configure Descriptive Flexfield Value Sets

You can define descriptive flexfield value sets and limit the display of descriptive flexfield values based on attributes in a requisition such as the attributes for requisitioning business unit and source agreement. During the requisition creation process, your users will be provided only valid descriptive flexfield values to select based on the controlling attributes.

NOTE: This feature was also made available in a quarterly update of Release 12.

Reassign Multiple Requisitions

You can now reassign multiple requisitions with a single action on the Manage Requisitions page.

NOTE: This feature was also made available in a quarterly update of Release 12.

Supplier Model

Allow Taxpayer ID Sharing Across Suppliers

Allow taxpayer ID sharing across suppliers in the same parent-child hierarchy.

Sourcing

Receive Supplier Acknowledgment Notifications

Enable option for negotiation owners to receive email notifications when invited suppliers acknowledge their intent to participate in a negotiation.

Manage Sourcing Attachments Download

Manage negotiation and response attachments from a single place with the option to download all attachments at once, or select to download specific attachments.

Communicate Negotiation Amendments to Suppliers

When the negotiation is amended, send the amendment notification to suppliers with the updated negotiation PDF attachment.

NOTE: This feature was also made available in a quarterly update of Release 12.

Create Sourcing Program Reports

Gain insight into your Sourcing Programs by creating custom reports using Oracle Business Transaction Intelligence.

Supplier Qualification Management

New Notifications to Improve Qualification Processes

You can now notify the responder directly when a previously submitted response requires re-submission. In addition, you can send a reminder to a supplier or internal contact that they have a questionnaire awaiting a response.

Remove Requirement for Supplier Contact on Qualification Questionnaires

You can now create an initiative and launch a questionnaire without specifying a contact for the supplier.

Update 17C

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
10 OCT 2017 Exchange Attachments Using Collaboration Messaging Framework Updated document. Added feature delivered in update 17C.
11 AUG 2017  

Created initial document.

Overview

Oracle Procurement Cloud provides a complete source-to-settle solution to help you:

Oracle Procurement Cloud supports both transactional procure-to-pay flows from requisitions through purchase orders, receipts, and invoices, as well as strategic areas around sourcing, contracting, and advanced supplier management.

This update provides a number of new enhancements that help you gain more value from your procurement processes. 

Disclaimer

The Information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.  Oracle specifically disclaims any liability with respect to this information.  Refer to the Legal Notices and Terms of Use for further information.

Purchasing

Override First Approver for Purchase Orders

Currently, requesters can be given the option to specify the overriding approver used to start requisition approval routing.

You can now use the original overriding approver from the originating requisition on purchase orders and related change orders to determine the approval routing of the resulting purchase order and related change orders. This ensures that the approvers of the originating requisition are able to approve any changes introduced later in the procurement process and maintain compliance with approval policies.

This capability provides additional approval flexibility, maintains the integrity of the approval process (change orders have the same functionality as the original requisition), and ensures consistent business controls throughout the purchasing process.

NOTE: This feature was also made available in a quarterly update of Release 12.

Acknowledgment Controls Defaulting for Purchase Orders

In many cases, suppliers must formally acknowledge the receipt of a purchase order and accept its terms and conditions before the fulfillment cycle can begin. Issuing these orders without explicitly specifying the acknowledgment requirements can expose the buying organization to considerable risk. You can now leverage the supplier site configuration to automatically default the appropriate acknowledgment terms and controls on your purchase orders. This applies to all methods of purchase order creation including web service, file based data import, automated order generation from requisitions as well as direct entry. Through automatic defaulting of appropriate acknowledgment controls on purchase orders, Oracle Purchasing Cloud eliminates the need to rely on accurate manual entry, minimizing your risk exposure.

Update Purchase Order Agreements Using File-Based Data Import

Oracle Purchasing Cloud has extended the number of agreement attributes available for update through file-based data import. When using file-based data import to update agreement information from a third-party system, a broad set of agreement attributes are needed to enable a complete, automated integration. Without these, many of the updates would have to be managed manually, a time-consuming and error-prone process. 

Additional attributes available for update through file-based data import include:

NOTE: This feature was also made available in a quarterly update of Release 12.

Descriptive Flexfield Inheritance Between Requisitions and Purchase Orders

Descriptive flexfields offer a powerful and flexible way to capture specific information on a requisition that may be unique to your business needs. You now have the option to copy descriptive flexfield attributes from the requisition header to the purchase order header, and from a requisition line to the purchase order line, in addition to the preexisting requisition distribution to purchase order distribution option.

Enhanced Messages for Account Generation Failures

Lapses in accounting rule configuration using Transaction Account Builder can sometimes lead to unexpected errors when submitting the transactions for approval. When Oracle Purchasing Cloud cannot derive accounts for a transaction, the application will now display detailed messages about the underlying error, so you can work with your administrator to resolve the issues without additional technical research.

Remove Budgetary Control-Related Restrictions When a Purchase Order is Not Holding Funds

Organizations using budgetary control for a portion of their spend often want additional flexibility in actions they can take on non-budgetary-controlled purchases. You can now split a line or update the line from the catalog for requisitions that are not holding funds, even if budgetary control is enabled for the requisitioning BU. If you have purchase orders that are not holding funds, you now have the option to cancel the purchase order without having to cancel the associated requisition lines. With the availability of these additional actions, you can now process requisitions more efficiently. As a requester, you will no longer have to submit new requisitions for requirements that were previously approved but not fulfilled.

Exchange Attachments Using Collaboration Messaging Framework

Business-to-business communications and configuration have already been greatly simplified using Oracle Fusion Collaboration Messaging Framework. You now have the option to deliver, to your suppliers or trading partner networks, "To supplier" purchase order attachments that are embedded within the message body of an OAG 10.1 purchase order outbound message.  This broadens the capabilities of business-to-business communications while ensuring that suppliers have the information they need to process your orders.

 NOTE: This feature was also made available in a quarterly update of Release 11.

Report Using the Procure to Pay Subject Area

Report on spend for purchase orders and their associated requisitions, invoices, receipts, and accounts using a new Procure to Pay Real Time subject area in Oracle Transactional Business Intelligence.

Self Service Procurement

Assign All Lines on a Requisition to the Same Buyer

You can now assign all lines on a requisition to the same buyer. A new site-level profile option (Use Same Buyer for all Lines in a Requisition) is available in this release. If the value of the profile option is Yes, then when a requisition is submitted, the buyer assigned to the first requisition line will be used as the buyer on all lines in the requisition. The default value of the profile option is No.

Retain Last Assigned Buyer for Returned Lines

You can now retain the last assigned buyer on returned requisition lines. A new site-level profile option (Retain Last Assigned Buyer on Requisition Line) is available in this release. If the value of the profile option is Yes and a requester resubmits a returned line, the line will be reassigned to the buyer who returned that line. The default value of the profile option is No.

Use a Purchase Agreement Across Supplier Sites

Customers will be able to create agreements and indicate whether the agreement should allow ordering from any site. The self-service user will be able to select any valid supplier site in the requisitioning BU when ordering items from smart forms and enter requisition lines pages referencing agreements that allow ordering from any site.

Sourcing

Track and Audit Supplier Actions

Audit trails can play an important part in an organization’s overall risk management strategy, demonstrating to customers, business partners and regulators that an organization has made a thorough effort to protect against and prevent potential problems. For a Sourcing business process, tracking supplier activities provides an historical account of their actions for audit purposes and also provides details that can assist during a negotiation. A Category Manager can now go to a single place to track activities by supplier and take necessary actions. Providing a detailed and user friendly way to track supplier activities will provide Category Managers insight into supplier progress and audit trails of supplier actions for compliance purposes.

Ensure Supplier Communication in Preferred Language

As markets become more globalized, many organizations are challenged to communicate business requirements effectively to suppliers. In a Sourcing process, it is important to ensure that suppliers receive clear, understandable communications. Currently, supplier notifications are sent based on the supplier contact's preferred language. Suppliers may have sites in different geographies with varied language preferences. With this feature, the supplier contacts of these different sites will receive negotiation PDFs and emails in their preferred language. Suppliers will receive communication in a way that best suits their understanding.

Consolidate Negotiation Lines on Purchase Order

Category Managers often create negotiations from requisitions to consolidate demand or negotiate for better pricing. They may need to add additional negotiation lines or increase quantities on the line items in the negotiation, in accordance with their business needs. Category Managers can now leverage discounted pricing based on increased quantities of items, or additional items purchased from the supplier by providing suppliers with a single, consolidated purchase order based on the award decisions. The supplier can also keep track of the negotiated results on a single, consolidated purchase order. Category Managers can now take advantage of better pricing and communicate effectively when buying additional items from the supplier.

NOTE: This feature was also made available in a quarterly update of Release 12.

Supplier Qualification Management

Share Qualifications and Assessments with Suppliers

To increase performance and qualification levels and to help maintain the most current supplier information, you can share qualification results with suppliers. This optional feature allows you to control the level of information you share. You may choose to disclose only summary outcome information or you may share individual question response details as well. You can share internal responses (responses that did not originate from the supplier) or only question responses that originated with the supplier. Supplier visibility controls have been added to the qualification model and qualification area setup UI. The page layouts are optimized to make it easy to tell which controls are related.

Improved Management of Automation Errors

As the supplier qualification process becomes increasingly automated through continued enhancements, you must track and manage an increasing number of errors and exceptions that occur during processing. This enhancement provides a new landing page infolet that highlights the number of recently occurring automation errors. When an automated transaction fails to process as expected, such as during the automatic assignment of qualifications to suppliers at the conclusion of supplier registration, the error is registered for your attention. From the infolet, you can drill down into the new Manage Automation Errors page and take corrective action. You can view the list of errors and see detailed information. You can then correct configuration errors, or process the transactions manually as needed. These tools will help you identify and address configuration issues and reduce the need to contact support, shortening the time to resolution.

Update 17B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
07 APR 2017   Created initial document.

Overview

Oracle Procurement Cloud provides a complete source-to-settle solution to help you:

Oracle Procurement Cloud supports both transactional procure-to-pay flows from requisitions through purchase orders, receipts, and invoices as well as strategic areas around sourcing, contracting, and advanced supplier management.

This update provides enhancements in user experience and navigation, more flexibility with additional services, and a large set of new product features enabling you to gain more value from your procurement processes. 

Disclaimer

The Information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.  Oracle specifically disclaims any liability with respect to this information.  Refer to the Legal Notices and Terms of Use for further information.

Cross-Product Procurement Enhancements

A successful source-to-settle business process relies on your ability to aggregate, analyze, and act upon key insights that drive timely and reliable business decisions. You need highly visual, analytically driven, and timely information at the forefront of the applications you use every day. Release 13 introduces a revamped home experience page, work area landing pages, and Favorites capability that provide visual, insightful, and actionable information for your entire source-to-settle business process.

Analytic-Driven Infolets on the Home Page and Work Area Landing Page

The new home experience and application work area pages provide modern user interface components called infolets. An infolet is a self-contained, interactive container that helps you quickly visualize high-level information, review relevant details, and proceed to action. Because infolets are role-based, you see only what is relevant to your specific role. Progressive disclosure of details is available to you by expanding or inverting the infolet as needed. You can also rearrange the layout of your infolets or hide the ones that you do not need.

Infolets are available to you at two levels:

You can configure which infolets you want to display on the home experience infolet page from the following list:

Select and Access Favorites

To help you quickly find important information or transactions, Oracle Procurement Cloud supports an expanded Favorites capability. In prior releases, setting a favorite was managed through the Favorites and Recent Items toolbar, which required a few extra clicks. In this release, you can easily establish individual suppliers, purchase orders, and more as favorites with a click on the Star icon that appears next to the object title. One click identifies the object as a favorite (solid yellow star), and one click removes it from favorites (empty star). Establishing a favorite provides you with easy access to revisit those objects by opening your Favorites and Recent Items list and clicking on the title.

Purchasing

With Oracle Purchasing Cloud, you can verify the accuracy of supplier agreements that ensure pricing, terms and conditions, and policies with suppliers. Purchasing also enables you to manage purchase orders with suppliers to ensure goods and services are delivered on time.

Purchase Orders Work Area Landing Page

The Purchase Orders work area landing page has been redesigned to quickly highlight purchasing transactions that require buyer attention and infolets that include key alerts and important metrics. The following infolets are available to provide improved insight into purchase orders:

Agreements Work Area Landing Page

The Agreements work area landing page has been redesigned to quickly highlight supplier agreement transactions that require the category manager’s attention and infolets that include key alerts and important metrics. The following infolets are available to provide improved insight into agreements:

Manage Supplier Acknowledgments

Supplier acknowledgments are a valuable tool in the procure-to-pay transaction flow. You can use acknowledgments to confirm suppliers have received a transaction and have accepted pricing and other terms and conditions. Suppliers can notify any changes to expected quantity and delivery information.

You can do the following:

Enable Electronic Signature of Procurement Documents

You can now use electronic signatures with DocuSign® to effectively capture formal acceptance of internal users and suppliers on purchasing documents. The following capabilities can help you manage the electronic signature process:

To use this feature, you must have procurement contracts implemented. Also, you must enable the Electronic Signature on Purchasing Documents option in the features setup.

Reporting

Oracle Transactional Business Intelligence (OTBI) reporting capabilities have been enhanced with the following:

Budgetary Control - Grants Funding Sources

Many grants are funded by multiple funding sources. You now have the ability to charge transactions against multiple funding sources for a single grant. This enhancement removes the previous limitation of a single funding source per grant. You now define the funding source as a budget segment, and you can specify the funding source to charge the expense for purchasing transactions.

Budgetary Control - Funds Reservation

In this release, you can configure funds to be reserved as early as document submission rather than wait for approval to reserve the funds.

When a purchase order is needed and budget is not available, a funds override process can quickly resolve the constraint. The following capabilities have been added to help manage the funds override process:

Period-End Processing

Period-end processing can be time consuming. You must carefully examine transactions to determine whether they must be finally closed or carried over to the next period.

You can now accomplish period-end processing more efficiently by using a simplified Microsoft Excel spreadsheet with upload and download functions to perform mass-close operations. This enhancement makes it easier for users to quickly update the status of open transactions that may be holding residual accruals or obligations and that have been inactive or overdue for closure.

NOTE: This feature was also made available in a quarterly update of Release 12.

Keyword Search

Find the orders, agreements, and suppliers you need faster and more easily with the new quick search tool, which includes keyword search and autosuggest. This feature provides a more modern and easy-to-use search capability, while still providing the ability to search for specific field values when needed.

Outside Processing

Outside processing is a common business process in which one or more operations of a work order is outsourced to a supplier. Typically, manufacturers use outside processing when they don’t have the capabilities or equipment to perform a specialized and costly service (such as plating) in-house. 

Outbound Integration Events

You can integrate Oracle Procurement Cloud with additional systems using a variety of techniques. In addition, you can now configure integrated systems to subscribe to and consume purchase order events. This provides a quick, efficient method of integration. The following events are now available to you:

Provide Details for Human Workflow Issues that Cause PO Rejection

Complex approval rules can sometimes result in configuration issues or oversights that lead to unexpected approval rejections.  When a purchasing document is rejected for technical reasons, the rejection notification contains additional details about the underlying errors. Failures due to rule configuration issues and missing currency conversion rates are clearly indicated so that you can work with your administrator to resolve the issues without additional technical research or support.

Self Service Procurement

Oracle Self Service Procurement Cloud streamlines the purchase requisitioning process using a consumer-centric approach and helps control employee spending by enforcing procurement policies. Requisitions are validated and submitted for approval before they are processed as purchase orders in Oracle Purchasing.

Shopping Experience

As consumer shopping expectations evolve, the self-service procurement experience must also evolve. Self Service Procurement delivers a new, simplified user experience for shopping and requisition creation. A completely redesigned layout is now available for easier identification of important information for requesters, such as recently viewed, recent purchases, and featured categories. Powerful new tools, such as advanced filters in search results and one-click requisition submission, meet the expectations of a demanding user base accustomed to consumer shopping tools. Users are able to complete tasks more quickly and easily with less support. In a world of ever-expanding devices, the improved experience is designed to satisfy across devices, including desktops, laptops, and tablets.

Mobile Requisition Application

You can take self-service shopping and requisition creation on the road with the Self Service Procurement mobile application. Employees in the field or on the go can easily and quickly create and submit requisitions from iOS and Android devices. The mobile application is easy to use, with a consumer experience that includes the ability to view item details in search results, view status of recent requisitions, and keep up-to-date with purchasing news.

Internal Material Transfer

Rather than buy items that are already on hand, you can use an internal material transfer through Self Service Procurement to request goods held in internal inventory. The internal material transfer differs from a standard requisition in that it is processed internally rather than through the dispatch of a purchase order to a supplier. However, requisitions for internal material transfers are governed by the same approval workflows, account defaulting rules, and controls as other requisitions destined for suppliers.  

Budgetary Control

Control and maintain budgets with greater flexibility.  Oracle Budgetary Control Cloud provides several new features that enhance the existing capabilities to enforce budget constraints and prevent users from submitting transactions if funds are not sufficient. You can configure funds to be reserved as early as requisition submission rather than waiting for requisition approval to reserve the funds. When a purchase is needed, even though a budget is not available, you can apply a funds override process to make the purchase. The override flow support consists of: a funds override request, funds override approval, and reserving funds with an override at requisition approval. When you must release funds without being used, instead of finding and canceling individual requisitions, you can now mass-cancel requisitions to make it easy to clean up reserved funds that are held across multiple requisitions. 

Multiple-Grant Support

Some projects are funded by multiple grants. To enhance grants management in the procurement process, Self Service Procurement provides the ability to charge against multiple grants for a single project. This removes the current limitation of a single grant per project.

Outside Processing

Outside processing is a common business process in which one or more operations of a work order is outsourced to a supplier. Typically, manufacturers use outside processing when they don’t have the capabilities or equipment to perform a specialized and costly service (such as plating) in house. Self Service Procurement supports integration to create outside processing requisitions to buy the outside manufacturing service, either at release of the work order or when the prior operation is completed, depending on your requirements.

Punchout Setup Diagnostic Tools

When configuring and using a punchout supplier, errors can sometimes occur. These problems are generally due to connection failures, errors in the punchout request, or errors in the returned shopping cart. It can be tedious and time consuming to diagnose and fix these errors, slowing implementation and increasing costs.

Oracle Self Service Procurement Cloud provides the Catalog Administrator and Application Administrator with inline diagnostics for errors found in punchout site configuration test requests or in returned shopping carts. This diagnostic capability provides immediately accessible information that can be used to diagnose punchout problems, greatly reducing the time to get a punchout supplier up and running.

Supplier Model

Oracle Supplier Model Cloud enables you to manage your supplier data to support critical business processes that leverage suppliers such as procure-to-pay. You can maintain external supplier profile information, including addresses, contacts, and tax information. In addition, you can maintain internal business controls to govern transaction processing based on the supplier relationship.

Full Supplier Profile Change Management

Management of supplier profile information consumes a significant level of time and resources. Supplier self-service profile management empowers suppliers to maintain their own profile data through the Oracle Supplier Portal Cloud. Supplier Portal delivers a complete set of tools for suppliers to manage their profile: secure access to profile information, configuration of supplier profile elements that are change-controlled, and ability for internal users to review and approve supplier-initiated profile changes. When suppliers manage their own profiles, you’ll benefit from improved accuracy of supplier data, reduced costs associated with profile management, and improved communication with suppliers on profile review and updates. 

Inbound Supplier Web Service

A comprehensive inbound web service that facilitates data transfers from external supplier data sources into the Supplier Model profile. The web service allows you to create new suppliers, as well as update or delete attributes in existing supplier profiles.

Supplier Portal Work Area Landing Page

You can gain substantial savings and efficiency with an effective supplier self-service portal solution to manage supplier transactions and communication. The success of a portal solution is dependent on the ability of suppliers to identify and complete essential tasks quickly and easily. A re-engineered user experience for the Supplier Portal is both simplified and more effective. Reduced information density, clearer calls to action and improved usability means suppliers can start working quickly with actionable content. By surfacing real-time information on the work area landing page (such as recent activity, transaction reports, and issues that require urgent attention), the landing page provides immediate and summarized visibility of current work and business flows. For suppliers on the go, the new landing page is designed to deliver a great experience on tablets as well as the desktop. New infolets include:

Search Suppliers

Find the suppliers you need faster and more easily with the new supplier search tool, which includes keyword search and autosuggest. Expanded search capability also provides you the flexibility to use the Manage Suppliers page to do light reporting and analysis tasks without leaving the Suppliers work area. The new supplier search includes the ability to search for a set of suppliers across supplier attributes, such as business classifications, supplier types, or products and services. 

Communicate New Supplier Documents

Purchasing departments must communicate important information to the new suppliers. The information can vary from being a simple terms-and-conditions document to a more detailed document including payment terms and contract information. Organizations that deal with suppliers globally might have different versions of the information based upon the country of the suppliers to support different languages and other country specific business requirements. Organizations now have the ability to configure the documents that they want automatically communicated to new suppliers. This can be configured based upon the supplier’s country to accommodate regional differences. A system-generated email is sent to the supplier contacts along with the documents. The documents are sent as attachments to the email notification. 

NOTE: This feature was also made available in a quarterly update of Release 12.

Import Supplier Profile Attachments

When importing suppliers to Oracle Procurement Cloud, file attachments are often required to complete the supplier profiles.  Adding file attachments manually through the user interface  is time consuming, error prone, and expensive. Oracle Procurement Cloud automates the process by enabling mass uploads of supplier profile, supplier site, and business classification attachments. With supplier import, you can quickly import all of the supported attachment types and categories, which greatly reduces the time needed to complete a supplier profile. After import, the attachments are immediately available.  Support for attachment import is especially significant for migration activities, during which you must import large volumes of suppliers with attachment data from existing systems.

NOTE: This feature was also made available in a quarterly update of Release 12.

Support Batch Processing in Supplier Import

Supplier import allows you to enter or update large volumes of supplier data in Oracle Procurement Cloud. When the import is processed, all records in the staging or interface tables are picked up for processing, which can occasionally affect performance and take longer than desired. Additionally, if an import process is scheduled more than once, all instances will attempt to process all records, affecting performance.

You can now specify which records you want processed when you schedule a supplier import process. You can organize import records into batches by assigning them a Batch ID. Batches can be processed in parallel.

NOTE: This feature was also made available in a quarterly update of Release 12.

Create Suppliers from Existing Party Using Supplier Import

Often, a supplier is also a customer. Many companies want to manage both aspects of that relationship in an integrated fashion to ensure the best relationship possible. Sharing parties reduces duplicate maintenance and improves data quality. If separate unique records are required for the supplier and customer, the difficulty of getting accurate, timely information about their activities greatly increases. Using Oracle Supplier Import, supplier records can be created as part of the same existing global party that includes the customer record information. Actionable information from reporting and analysis enables enhanced management of the relationship.

NOTE: This feature was also made available in a quarterly update of Release 12.

Sourcing

Oracle Sourcing Cloud delivers the structure, tools, and information that you require to maximize the value of supplier negotiations. You can improve your negotiation position, drive strategic savings initiatives, and achieve bottom-line savings results.

Team Scoring

Sourcing excellence requires combining the specialized skills of procurement professionals and subject matter experts by leveraging their expertise and gathering feedback. For large or complex negotiations, it's common to use different teams to evaluate different aspects of the supplier responses. With team scoring, you can divide individuals into one or more teams and assign specific sections of requirements. Team members are notified of supplier responses to be evaluated and can view their progress at any time. You can also choose when to open and close for scoring, monitor the scoring progress of all team members, and communicate with teams throughout the process. When you are ready to analyze supplier responses for award, the system calculates the combined team scores, and you can drill down to see individual scores and comments. Team scoring provides a more comprehensive evaluation of supplier responses leading to more effective award decisions and increased transparency.

Sourcing Programs

Procurement organizations are challenged to provide tangible results based on internal goals to help measure sourcing performance. Currently, there is limited visibility into the overall value delivered by multiple sourcing initiatives and a lack of insight into results. With sourcing programs, organizations have a way to set measurable goals across sourcing initiatives and proactively determine whether those goals are being met. You can define goals with tangible objectives that are tied to negotiations and enter other data that contributes to the objective. Teams can participate in the program and collaborate with internal stakeholders using Oracle Social Network. You can proactively measure and monitor program progress and results with embedded analytics for key metrics. Being able to track and manage sourcing programs yields visibility into how the sourcing organization is performing, improves buyer productivity, and helps identify cost-savings opportunities.

Negotiation Abstracts

Abstracts are negotiation summaries presented to the public on the buying organization's external web site. Suppliers can easily discover negotiations and determine if they are interested in participating without having to log in to the sourcing application. Abstracts are used mainly in public sector entities, such as state and local governments, and you can enable or disable this feature according to your business needs. You can preview the abstract content and control when the abstract is published to your external web site. To add custom content to the abstract, you can define additional fields that are relevant to your business. When you publish the negotiation, the external web site is updated with the negotiation details and instructions for the supplier to log into to the Sourcing application. Publishing the abstract and negotiation information to an external web site opens the visibility to any supplier who is interested in bidding, which ensures compliance to public sector policy.

Supplier Response Tabulation

Many public sector entities have a requirement for transparency with suppliers to ensure that there is no inherent bias and to comply with public policies. When a negotiation is closed, you have the option to generate a listing of all of the suppliers’ responses to the negotiation and publish the report to the external web site. Suppliers can view each other’s responses and see where they stand among competitors. You can tailor Oracle BI Publisher reports to your business requirements. You also have the option to withdraw the supplier response tabulation, which removes the report from the external web site.

Award Notice

To ensure transparency for public sector entities, it is important that you publish the final award decision to the external web site. You can tailor the award notice to your business needs using Oracle Business Intelligence Publisher. You also have the option to withdraw the award notice, which will remove the report from the external web site.

Negotiations Work Area Landing Page

Visibility into sourcing activities and key metrics helps to drive sourcing effectiveness. The Negotiations work area landing page provides a simple, meaningful aggregation of sourcing data that is organized into personalized and actionable infolets:

The modern, simple-to-use Negotiations work area landing page provides flexibility to determine which infolets are most important to you and for you to tailor the display to meet your business requirements. With the Negotiations landing page, you have a clear view into the sourcing information that is central to your business needs.

Question Library Scoring

Category managers can use the question library that is shared with Oracle Supplier Qualification Management Cloud, and they can use these predefined questions as negotiation requirements.  Defining the scoring model in the question library helps category managers standardize the evaluation criteria, which can be used in negotiations as well as in supplier qualifications. After the questions from the library are added to a negotiation, category managers can assign weighting to the questions. Alternatively, when category managers add entire qualification areas to the negotiation, the weights and knockout criteria defined for individual questions are automatically transferred to the negotiation.

Remove Managers from the Collaboration Team

When creating a negotiation, the system automatically defaults the reporting manager as a collaboration team member with full access. With the appropriate security permissions, you have the flexibility to modify the collaboration team and remove the manager from the team. You can now configure the team in a way that fits your business.

Price Visibility Control

Certain types of negotiations demand visibility control of pricing information from supplier responses.  In scenarios where team members need to evaluate supplier responses without consideration for price, the category manager can restrict their access to pricing information. This restriction ensures that pricing information is only available for the appropriate team members. You can control the price visibility for team members in any type of negotiation, including two-stage request for quotes (RFQs).

Supplier Lock Out

Whether because suppliers looking to gain competitive information without participating in the event or simply to restrict supplier access during the award process, category managers can lock suppliers out of the negotiation at any time during the negotiation life cycle. Locked out suppliers can’t see any information about the negotiation until a category manager reinstates them. Previously, category managers could only lock out suppliers while the negotiation was open. 

Outside Processing

You can use the integration between Sourcing and Oracle Supply Chain Management Cloud to negotiate items that require third-party outside processing. Outside processing is a common business process in which one or more operations of a work order is outsourced to a supplier. Typically, manufacturers use outside processing when they don’t have the capabilities or equipment to perform a specialized and costly service (such as plating) in-house. Start the process from a planning requisition or initiate the negotiation in Sourcing directly. Create agreements in Purchasing with the appropriate item configuration based on the negotiation business award. Tailor the negotiation and award approvals rules to account for special conditions when the negotiation includes outside processing items.

Supplier Qualification Management

Oracle Supplier Qualification Management Cloud enables you to streamline the process of qualifying suppliers according to predefined criteria that support your procurement processes. Use Supplier Qualification Management to define the requirements that a supplier should meet, prequalify suppliers according to a simpler set of requirements, and then perform required verifications to qualify suppliers. You can assess and maintain the qualifications on an ongoing basis.

Qualification and Assessment Scoring

Enabling automatic scoring on qualifications and assessments reduces the effort required to analyze supplier qualification data, thereby decreasing the time required to qualify suppliers and maintain supplier qualifications. Not all qualifications are suitable for automatic scoring, particularly those that have questions involving qualitative free text responses that require your review. You decide on an area-by-area basis whether the system should automatically score supplier responses.

The features and benefits of qualification and scoring include the following:

Automatic Evaluation

In order to support a fully automated flow, you can extend the automatic scoring feature to include assignment of the evaluated outcome and automatic processing of the evaluation. This allows a supplier to have a fully processed active qualification or assessment based on the scoring model without manual intervention. You can then focus your time addressing exception cases and the most value-added segments of your supply base instead of reviewing satisfactory suppliers that meet pre-established criteria.

This feature allows you to:

Automatic Acceptance of Responses

Manually reviewing responses to a supplier or internal questionnaire can be a time-consuming effort. You can now configure responses for automatic acceptance and allow automatic scoring and evaluation to occur without intervention, saving time and improving accuracy. You indicate whether the solution accepts responses automatically on the initiative and it defaults from the underlying qualification areas. Your use of automatic acceptance of responses is optional.

Event-Based Initiative and Qualification Creation

You now have the ability to launch an initiative and create qualifications automatically based on a triggering event, such as the registration of a new supplier. There is a fully automated process from determining the required qualifications in a given situation to gathering the information, scoring the results, and processing a completed evaluation. The following trigger events are now supported:

The system provides a configurable rule set for you to map which qualification areas should apply to suppliers for each event. For example, you can use a basic set of qualifications for a new supplier registration, and then a more comprehensive set upon promotion to spend authorized, which typically occurs when you first award the supplier a contract. Use of event-based initiative and qualification creation is optional.

Cancellation of Future-Dated Qualifications and Assessments

 If you no longer need a future-dated qualification or assessment, you can now cancel them directly. This cancellation provides you with a way to discard unneeded data without requiring you to modify effective dates to obsolete a qualification that never took effect. 

Supplier Qualification Work Area Landing Page

Visibility into key supplier qualification metrics helps to increase your productivity and efficiency. The redesigned Supplier Qualification work area landing page directs you to suppliers and recent activities that may require attention, helping you prioritize your efforts and minimize searching.  The following infolets are available to provide insight into supplier qualifications and assessments: 

Additional Notifications

In order to improve your visibility to the changes happening to the qualifications and assessments due to various business events, Release 13 introduces some new notifications in Supplier Qualification Management. They are: