Fusion Applications: Procurement Implementation Student Guide Volume I

Transcription

1 Fusion Applications: Procurement Implementation Student Guide Volume I D75589GC10 Edition: 1.0 August 2012 D78353

2 Authors Vic Mitchell, Richard Sears, Joseph Kolb Technical Contributors and Reviewers Mayukh Bhaowal, Ashok Srinivasaraghavan, Lee Quek Vera Reyna, Leanne Wilborn Editor Vic Mitchell Copyright 2012, Oracle and/or its affiliates. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

3 CONTENTS Lesson 1: Procurement Course Overview...1 Course Overview Lesson Objectives... 1 Course Objectives... 2 Course Agenda... 3 Course Approach... 4 Course Scope... 5 Fusion Implementation Resources... 6 Oracle Fusion Applications Overview... 8 Oracle Fusion Applications Terminology Foundation... 9 Oracle Fusion Home Page User Interface Shell Dashboard Worklist Navigation Work Areas Recent Items Demonstration: Explore Fusion Applications Help Introduction to Oracle Fusion Procurement Oracle Fusion Applications Procurement Product Suite Simplified Procure to Pay Flow Procurement Applications Integration Oracle Fusion Procurement Setup Flow Lesson 2: Implementation With Oracle Fusion Functional Setup Manager 31 Functional Setup Manager Lesson Objectives Functional Setup Manager Overview Functional Setup Manager Key Benefits Key Benefits Details Application Implementation Lifecycle Functional Setup Enterprise Roles Application Implementation Manager Application Implementation Consultant Implementation Functional User Roles Planning an Implementation Prepackaged Offering Reports Demonstration: Getting Started i

4 Configuring Offerings Enabling Offering and Options for Implementation Demonstration: Configure Offerings Generating Setup Task Lists Selecting Offerings and Options Assigning Tasks to Users Demonstration: Manage Implementation Projects Entering Setup Data Filtering Lists of Tasks Demonstration: Entering Setup Data Exporting and Importing Setup Data Business Objects Creating a Setup Export/Import Definition Exporting and Importing Configuration Packages Demonstration: Export and Import Maintaining Setup Data Using Implementation Projects for Maintenance Demonstration: Search and Perform Task FSM Review Question FSM Review Question FSM Review Question FSM Questions and Answers Lesson Highlights Lesson 3: Define Common Applications Configuration Overview77 Define Common Applications Configuration Objectives Common Applications Configuration Overview Common Applications Configuration Task Groups Demonstration: Common Applications Configuration Tasks The InFusion Corporation Story InFusion Global Enterprise Model Define Enterprise Structures Overview The Fusion Enterprise Define Reference Data Sharing Reference Data Overview Reference Data Partitions Reference Groups Determinant Types Sharing Supplier Site Reference Data ii

5 Demonstration: Reference Data Define Enterprises for Procurement Manage Locations Location Sets Demonstration: Manage Locations Define Legal Entities for Procurement Legal Entities Overview Legal Entity Considerations Legal Entity in Transactions Legal Entity and Business Units Legal Entity and Divisions Legal Entity and Ledgers Legal Entity and Intercompany Transactions Legal Entity and Legal Reporting Units Demonstration: Creating a Legal Entity Define Business Units for Procurement Manage Business Units Business Units Overview Business Unit Considerations Business Unit Security Business Functions Overview Business Unit Hierarchy Example Business Units in the Procure to Pay Flow Service Provider Model Service Provider Model Example Business Unit Scope in FSM Tasks Demonstration: Defining Business Units Define Facilities for Procurement Manage Inventory Organizations Overview Inventory Organization Usage Demonstration: Manage Inventory Organizations Define Security for Procurement Security Key Concepts Role-Based Access Control Types of Security Roles Security Role Hierarchy Procurement Job and Abstract Roles Function and Data Security iii

6 Access Provisioning and Identity Management Security Reference Implementation Defining Data Security Data Security Policies Data Role Templates Data Role and HCM Security Profiles Defining Users Overview Demonstration: User Role Assignment Provisioning Users with Roles Role Provisioning Events Security Reference Resources Define Approval Management for Procurement Approval Management Foundation Approval Management Overview Approval Management Key Concepts Approval Management Example Task Configurations Event Driven Tab Task Configurations Data Driven Tab Demonstration: Manage Task Configurations Manage Approval Groups Demonstration: Manage Approval Groups Approval Management Resources Common Applications Quiz Common Applications: Question Common Applications: Question Common Applications: Question Common Applications: Question Common Applications Quiz Answers Define Common Applications Configuration Highlights Lesson 4: Define Common Procurement Configuration Common Procurement Objectives Common Procurement Setup and Maintenance Define Basic Catalogs Using Basic Catalogs Define Key Flexfield for Catalogs Define Catalog and Category Attributes Configuring a Catalog Catalog Sharing iv

7 Defining Reference Sharing Specifications Demonstration: Defining a Catalog Defining Categories to a Catalog Demonstration: Defining Categories to a Catalog Defining Default Catalogs Define Supplier Configuration Specify Supplier Numbering Specify Supplier Lookups Defining Lookups Demonstration: Defining a Supplier Business Classification Lookup Define Supplier Products and Services Hierarchy Demonstration: Defining a Products and Services Hierarchy Defining Payment Terms Demonstration: Defining a Payment Term Define Units of Measure Define Carriers Define Hazard Classes and UN Numbers Define Freight Lookups Manage Approved Supplier List Statuses Set Purchasing Profile Options Manage Common Options for Payables and Procurement Financial Options and Procurement Default Distributions Automatic Offsets Currency Conversion Expense Accruals Self-Billed Invoices Legal Entity Information Demonstration: Manage Common Options for Payables and Procurement Define Common Procurement Configuration Quiz Common Procurement Configuration: Question Common Procurement Configuration: Question Common Procurement Configuration: Question Common Procurement Configuration: Question Common Procurement Configuration: Question Common Procurement Configuration: Question Common Procurement Configuration: Answers Define Common Procurement Configuration Highlights v

8 Lesson 5: Define Purchasing Configuration Purchasing Configuration Objectives Purchasing Configuration Setup and Maintenance Demonstration: Purchasing Overview Define Purchasing Document Configuration Purchasing Line Types Demonstration: Create a Purchasing Line Type Purchasing Document Styles Purchasing Change Order Templates Purchasing Document Descriptive Flexfields and Value Sets Define Master Items for Purchasing Oracle Fusion Product Information Management Product Model Implementation Overview Master Item Profile Options Create Value Set for Key Flexfield Structures Create and Associate Lifecycle Phases Demonstration: Set up Lifecycle Phases Demonstration: Associate a Lifecycle Phase and Root Item Class Create and Assign Catalogs to Functional Areas Manage Default Item Class Manage Related Item Subtypes Master Items Resources Requisition Flexfields and Value Sets Define Business Function Configuration Business Unit Scope for Business Function Configure Procurement Business Function Procurement Business Function Document Types Procurement Business Function Terms and Conditions Configure Requisition Business Function Demonstration: Configure a Procurement Business Function Define Receiving Parameters for Purchasing Define Procurement Agents Demonstration: Assign a Procurement Agent Additional Purchasing Related Setup Procurement BU as Shared Service Center Shared Service Center Setup Steps Procurement By Way of a Subsidiary Subsidiary Procurement Setup Steps vi

9 Trading Partner for Oracle B2B B2B Trading Partner Setup Steps Purchasing Configuration Highlights Lesson 6: Define Self Service Procurement Configuration Self Service Procurement Configuration Objectives Self Service Procurement Product Overview Self Service Procurement Setup and Maintenance Manage Self Service Procurement Profile Options Manage Information Template Value Sets Demonstration: Creating Value Sets Manage Information Template Descriptive Flexfields Demonstration: Creating Information Template Descriptive Flexfields Catalog Category Hierarchy Overview Category Hierarchy with Catalogs Demonstration: Reviewing and Creating Categories Self Service Procurement Maintenance Catalog work area Tasks Manage Agreements Supplier Content Map Sets Demonstration: Creating a Category Map Manage Catalogs Demonstration: Creating a Local Catalog Demonstration: Creating an Informational Catalog Manage Public Shopping List Demonstration: Creating a Public Shopping List Manage Information Templates Demonstration: Create Information Template Manage Smart Forms Demonstration: Creating a Smart Form Manage Content Zones Demonstration: Creating a Content Zone Demonstration: Review Procurement Content Self Service Procurement Quiz Self Service Procurement: Question Self Service Procurement: Question Self Service Procurement: Question Self Service Procurement: Question Self Service Procurement Review Answers vii

10 Self Service Procurement Configuration Highlights Lesson 7: Define Supplier Portal Configuration Supplier Portal Registration Configuration Objectives Supplier Portal Setup and Maintenance Defining Supplier Portal Registration Supplier Provisioning Default Roles Defining Default Roles Demonstration: Provision Roles and Create Supplier Signons Configuring Supplier Registration Using the Registration URL Specifying Supplier News Demonstration: Configure Supplier Registration Define Supplier Portal Registration Configuration Quiz Question Question Question Review Questions and Answers Supplier Portal Registration Configuration Highlights Lesson 8: Define Sourcing Configuration Sourcing Configuration Objectives Sourcing Setup and Maintenance Oracle Fusion Sourcing Demonstration: Product Overview Negotiation Styles Demonstration: Creating a Style Sheet Negotiation Templates Creating a Negotiation Template Negotiation Lookups Defining Lookups Demonstration: Defining Negotiation Lookups Cost Factors Demonstration: Creating Cost Factors Attributes Cost Factor and Attribute Lists Demonstration: Defining Negotiation Lists Define Sourcing Configuration Quiz Question viii

11 Question Question Review Questions and Answers Sourcing Configuration Highlights Lesson 9: Try the Procurement Setup Try Procurement Overview Lesson 10: Course Summary Procurement Implementation Summary Lesson 11: Appendix Appendix Content Common Applications Additional Topics Getting Started with an Implementation Getting Started Objectives Overview of Getting Started Prepare the Super User Define Implementation Users Getting Started Highlights Getting Started Reference Resources Define Application Toolkit Configuration Lesson Objectives Reports and Analytics Pane Map Reports to Work Areas Watchlist Set Watchlist Options: Disabling Items and Categories Set Watchlist Options: Defining Refresh Intervals Rename Predefined Categories and Items Reference Resources Highlights Define Attachments Key Concepts Manage Attachment Categories Attachment Category Security Example Define Custom Enterprise Scheduler Jobs Lesson Objectives Manage Job Definitions Manage List of Values Sources Reference Resources ix

12 Highlights Define Document Sequences Document Sequence Document Sequence Types Document Sequence Categories Document Sequence Assignment Define Help Configuration Lesson Objectives Set Help Options Assign Help Text Administration Duty Manage Help Security Groups Reference Resources Highlights Define Flexfields Flexfield Concepts Value Sets Descriptive Flexfields Extensible Flexfields Extensible Flexfield Example Key Flexfields Tips for Managing Key Flexfields Flexfield Implementation Flow Flexfield Highlights Flexfield Reference Resources Define Lookups Key Concepts Manage Lookups Manage Menu Customizations Define Profile Options Profile Options Profile Option Categories Profile Option Levels and Values Profile Options for Common Set Up Define Trees Trees Tree Structures Tree Node Tree Label x

13 Tree Versions Manage Messages Editing Message Text xi

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