Fusion Applications: Procurement Implementation Student Guide Volume I D75589GC10 Edition: 1.0 August 2012 D78353
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 94065 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.
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... 10 User Interface Shell... 11 Dashboard... 12 Worklist... 13 Navigation... 14 Work Areas... 15 Recent Items... 16 Demonstration: Explore Fusion Applications Help... 17 Introduction to Oracle Fusion Procurement... 20 Oracle Fusion Applications... 21 Procurement Product Suite... 23 Simplified Procure to Pay Flow... 24 Procurement Applications Integration... 26 Oracle Fusion Procurement Setup Flow... 28 Lesson 2: Implementation With Oracle Fusion Functional Setup Manager 31 Functional Setup Manager Lesson Objectives... 31 Functional Setup Manager Overview... 32 Functional Setup Manager Key Benefits... 33 Key Benefits Details... 34 Application Implementation Lifecycle... 35 Functional Setup Enterprise Roles... 36 Application Implementation Manager... 37 Application Implementation Consultant... 38 Implementation Functional User Roles... 39 Planning an Implementation... 40 Prepackaged Offering Reports... 42 Demonstration: Getting Started... 44 i
Configuring Offerings... 45 Enabling Offering and Options for Implementation... 46 Demonstration: Configure Offerings... 47 Generating Setup Task Lists... 48 Selecting Offerings and Options... 49 Assigning Tasks to Users... 50 Demonstration: Manage Implementation Projects... 52 Entering Setup Data... 54 Filtering Lists of Tasks... 55 Demonstration: Entering Setup Data... 57 Exporting and Importing Setup Data... 58 Business Objects... 60 Creating a Setup Export/Import Definition... 61 Exporting and Importing Configuration Packages... 62 Demonstration: Export and Import... 64 Maintaining Setup Data... 67 Using Implementation Projects for Maintenance... 69 Demonstration: Search and Perform Task... 70 FSM Review Question 1... 71 FSM Review Question 2... 72 FSM Review Question 3... 73 FSM Questions and Answers... 74 Lesson Highlights... 75 Lesson 3: Define Common Applications Configuration Overview77 Define Common Applications Configuration Objectives... 77 Common Applications Configuration Overview... 78 Common Applications Configuration Task Groups... 80 Demonstration: Common Applications Configuration Tasks... 82 The InFusion Corporation Story... 84 InFusion Global Enterprise Model... 85 Define Enterprise Structures Overview... 87 The Fusion Enterprise... 88 Define Reference Data Sharing... 90 Reference Data Overview... 91 Reference Data Partitions... 92 Reference Groups... 93 Determinant Types... 94 Sharing Supplier Site Reference Data... 95 ii
Demonstration: Reference Data... 96 Define Enterprises for Procurement... 97 Manage Locations... 98 Location Sets... 99 Demonstration: Manage Locations... 100 Define Legal Entities for Procurement... 101 Legal Entities Overview... 102 Legal Entity Considerations... 104 Legal Entity in Transactions... 105 Legal Entity and Business Units... 106 Legal Entity and Divisions... 107 Legal Entity and Ledgers... 108 Legal Entity and Intercompany Transactions... 109 Legal Entity and Legal Reporting Units... 110 Demonstration: Creating a Legal Entity... 111 Define Business Units for Procurement... 113 Manage Business Units... 114 Business Units Overview... 116 Business Unit Considerations... 117 Business Unit Security... 118 Business Functions Overview... 119 Business Unit Hierarchy Example... 120 Business Units in the Procure to Pay Flow... 121 Service Provider Model... 123 Service Provider Model Example... 124 Business Unit Scope in FSM Tasks... 125 Demonstration: Defining Business Units... 126 Define Facilities for Procurement... 129 Manage Inventory Organizations Overview... 130 Inventory Organization Usage... 131 Demonstration: Manage Inventory Organizations... 133 Define Security for Procurement... 134 Security Key Concepts... 135 Role-Based Access Control... 136 Types of Security Roles... 137 Security Role Hierarchy... 139 Procurement Job and Abstract Roles... 140 Function and Data Security... 141 iii
Access Provisioning and Identity Management... 143 Security Reference Implementation... 144 Defining Data Security... 145 Data Security Policies... 146 Data Role Templates... 148 Data Role and HCM Security Profiles... 150 Defining Users Overview... 151 Demonstration: User Role Assignment... 154 Provisioning Users with Roles... 155 Role Provisioning Events... 156 Security Reference Resources... 157 Define Approval Management for Procurement... 158 Approval Management Foundation... 159 Approval Management Overview... 160 Approval Management Key Concepts... 161 Approval Management Example... 163 Task Configurations Event Driven Tab... 165 Task Configurations Data Driven Tab... 167 Demonstration: Manage Task Configurations... 170 Manage Approval Groups... 172 Demonstration: Manage Approval Groups... 173 Approval Management Resources... 174 Common Applications Quiz... 175 Common Applications: Question 1... 176 Common Applications: Question 2... 177 Common Applications: Question 3... 178 Common Applications: Question 4... 179 Common Applications Quiz Answers... 180 Define Common Applications Configuration Highlights... 181 Lesson 4: Define Common Procurement Configuration... 183 Common Procurement Objectives... 183 Common Procurement Setup and Maintenance... 184 Define Basic Catalogs... 186 Using Basic Catalogs... 187 Define Key Flexfield for Catalogs... 189 Define Catalog and Category Attributes... 191 Configuring a Catalog... 192 Catalog Sharing... 194 iv
Defining Reference Sharing Specifications... 195 Demonstration: Defining a Catalog... 196 Defining Categories to a Catalog... 198 Demonstration: Defining Categories to a Catalog... 200 Defining Default Catalogs... 202 Define Supplier Configuration... 203 Specify Supplier Numbering... 204 Specify Supplier Lookups... 205 Defining Lookups... 206 Demonstration: Defining a Supplier Business Classification Lookup... 207 Define Supplier Products and Services Hierarchy... 208 Demonstration: Defining a Products and Services Hierarchy... 210 Defining Payment Terms... 211 Demonstration: Defining a Payment Term... 213 Define Units of Measure... 214 Define Carriers... 215 Define Hazard Classes and UN Numbers... 216 Define Freight Lookups... 217 Manage Approved Supplier List Statuses... 218 Set Purchasing Profile Options... 219 Manage Common Options for Payables and Procurement... 220 Financial Options and Procurement... 221 Default Distributions... 222 Automatic Offsets... 224 Currency Conversion... 227 Expense Accruals... 229 Self-Billed Invoices... 230 Legal Entity Information... 231 Demonstration: Manage Common Options for Payables and Procurement... 232 Define Common Procurement Configuration Quiz... 233 Common Procurement Configuration: Question 1... 234 Common Procurement Configuration: Question 2... 235 Common Procurement Configuration: Question 3... 236 Common Procurement Configuration: Question 4... 237 Common Procurement Configuration: Question 5... 238 Common Procurement Configuration: Question 6... 239 Common Procurement Configuration: Answers... 240 Define Common Procurement Configuration Highlights... 242 v
Lesson 5: Define Purchasing Configuration... 243 Purchasing Configuration Objectives... 243 Purchasing Configuration Setup and Maintenance... 244 Demonstration: Purchasing Overview... 246 Define Purchasing Document Configuration... 250 Purchasing Line Types... 251 Demonstration: Create a Purchasing Line Type... 252 Purchasing Document Styles... 253 Purchasing Change Order Templates... 255 Purchasing Document Descriptive Flexfields and Value Sets... 257 Define Master Items for Purchasing... 259 Oracle Fusion Product Information Management... 260 Product Model Implementation Overview... 262 Master Item Profile Options... 264 Create Value Set for Key Flexfield Structures... 265 Create and Associate Lifecycle Phases... 266 Demonstration: Set up Lifecycle Phases... 267 Demonstration: Associate a Lifecycle Phase and Root Item Class... 268 Create and Assign Catalogs to Functional Areas... 269 Manage Default Item Class... 270 Manage Related Item Subtypes... 271 Master Items Resources... 272 Requisition Flexfields and Value Sets... 273 Define Business Function Configuration... 274 Business Unit Scope for Business Function... 275 Configure Procurement Business Function... 276 Procurement Business Function Document Types... 278 Procurement Business Function Terms and Conditions... 279 Configure Requisition Business Function... 281 Demonstration: Configure a Procurement Business Function... 283 Define Receiving Parameters for Purchasing... 285 Define Procurement Agents... 287 Demonstration: Assign a Procurement Agent... 289 Additional Purchasing Related Setup... 290 Procurement BU as Shared Service Center... 291 Shared Service Center Setup Steps... 292 Procurement By Way of a Subsidiary... 294 Subsidiary Procurement Setup Steps... 295 vi
Trading Partner for Oracle B2B... 296 B2B Trading Partner Setup Steps... 297 Purchasing Configuration Highlights... 299 Lesson 6: Define Self Service Procurement Configuration... 301 Self Service Procurement Configuration Objectives... 301 Self Service Procurement Product Overview... 302 Self Service Procurement Setup and Maintenance... 304 Manage Self Service Procurement Profile Options... 305 Manage Information Template Value Sets... 306 Demonstration: Creating Value Sets... 309 Manage Information Template Descriptive Flexfields... 311 Demonstration: Creating Information Template Descriptive Flexfields... 313 Catalog Category Hierarchy Overview... 316 Category Hierarchy with Catalogs... 318 Demonstration: Reviewing and Creating Categories... 320 Self Service Procurement Maintenance... 322 Catalog work area Tasks... 324 Manage Agreements... 325 Supplier Content Map Sets... 327 Demonstration: Creating a Category Map... 329 Manage Catalogs... 331 Demonstration: Creating a Local Catalog... 332 Demonstration: Creating an Informational Catalog... 333 Manage Public Shopping List... 334 Demonstration: Creating a Public Shopping List... 335 Manage Information Templates... 337 Demonstration: Create Information Template... 338 Manage Smart Forms... 339 Demonstration: Creating a Smart Form... 340 Manage Content Zones... 341 Demonstration: Creating a Content Zone... 343 Demonstration: Review Procurement Content... 345 Self Service Procurement Quiz... 347 Self Service Procurement: Question 1... 348 Self Service Procurement: Question 2... 349 Self Service Procurement: Question 3... 350 Self Service Procurement: Question 4... 351 Self Service Procurement Review Answers... 352 vii
Self Service Procurement Configuration Highlights... 353 Lesson 7: Define Supplier Portal Configuration... 355 Supplier Portal Registration Configuration Objectives... 355 Supplier Portal Setup and Maintenance... 356 Defining Supplier Portal Registration... 357 Supplier Provisioning... 358 Default Roles... 360 Defining Default Roles... 361 Demonstration: Provision Roles and Create Supplier Signons... 362 Configuring Supplier Registration... 364 Using the Registration URL... 366 Specifying Supplier News... 368 Demonstration: Configure Supplier Registration... 369 Define Supplier Portal Registration Configuration Quiz... 371 Question 1... 372 Question 2... 373 Question 3... 374 Review Questions and Answers... 375 Supplier Portal Registration Configuration Highlights... 376 Lesson 8: Define Sourcing Configuration... 377 Sourcing Configuration Objectives... 377 Sourcing Setup and Maintenance... 378 Oracle Fusion Sourcing... 379 Demonstration: Product Overview... 380 Negotiation Styles... 382 Demonstration: Creating a Style Sheet... 383 Negotiation Templates... 385 Creating a Negotiation Template... 386 Negotiation Lookups... 387 Defining Lookups... 388 Demonstration: Defining Negotiation Lookups... 389 Cost Factors... 391 Demonstration: Creating Cost Factors... 392 Attributes... 393 Cost Factor and Attribute Lists... 395 Demonstration: Defining Negotiation Lists... 396 Define Sourcing Configuration Quiz... 397 Question 1... 398 viii
Question 2... 399 Question 3... 400 Review Questions and Answers... 401 Sourcing Configuration Highlights... 402 Lesson 9: Try the Procurement Setup... 404 Try Procurement Overview... 404 Lesson 10: Course Summary... 406 Procurement Implementation Summary... 406 Lesson 11: Appendix... 408 Appendix Content... 409 Common Applications Additional Topics... 410 Getting Started with an Implementation... 410 Getting Started Objectives... 411 Overview of Getting Started... 412 Prepare the Super User... 415 Define Implementation Users... 417 Getting Started Highlights... 418 Getting Started Reference Resources... 419 Define Application Toolkit Configuration... 420 Lesson Objectives... 421 Reports and Analytics Pane... 422 Map Reports to Work Areas... 423 Watchlist... 424 Set Watchlist Options: Disabling Items and Categories... 426 Set Watchlist Options: Defining Refresh Intervals... 428 Rename Predefined Categories and Items... 429 Reference Resources... 430 Highlights... 431 Define Attachments... 432 Key Concepts... 433 Manage Attachment Categories... 435 Attachment Category Security... 436 Example... 437 Define Custom Enterprise Scheduler Jobs... 438 Lesson Objectives... 439 Manage Job Definitions... 440 Manage List of Values Sources... 441 Reference Resources... 442 ix
Highlights... 443 Define Document Sequences... 444 Document Sequence... 445 Document Sequence Types... 446 Document Sequence Categories... 447 Document Sequence Assignment... 448 Define Help Configuration... 449 Lesson Objectives... 450 Set Help Options... 451 Assign Help Text Administration Duty... 452 Manage Help Security Groups... 453 Reference Resources... 454 Highlights... 455 Define Flexfields... 456 Flexfield Concepts... 457 Value Sets... 461 Descriptive Flexfields... 463 Extensible Flexfields... 464 Extensible Flexfield Example... 465 Key Flexfields... 467 Tips for Managing Key Flexfields... 469 Flexfield Implementation Flow... 470 Flexfield Highlights... 472 Flexfield Reference Resources... 473 Define Lookups... 474 Key Concepts... 475 Manage Lookups... 477 Manage Menu Customizations... 479 Define Profile Options... 480 Profile Options... 481 Profile Option Categories... 482 Profile Option Levels and Values... 483 Profile Options for Common Set Up... 485 Define Trees... 486 Trees... 487 Tree Structures... 488 Tree Node... 489 Tree Label... 490 x
Tree Versions... 491 Manage Messages... 492 Editing Message Text... 493 xi