Slide 3 - Oracle Procurement Cloud Release 11
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Hello, my name is Alan. Welcome to training for Release 11. In this session we will talk about what’s coming in Oracle Fusion Sourcing Cloud for Sourcing Setup Simplification.
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Slide 4 - Agenda
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For the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value they bring.
Then, we’ll walk you through a demonstration.
Next, we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.
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Slide 5 - Enhancements Overview
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In the Setup and Maintenance work area, you can configure the offerings and enable the options that you want to implement. When you go to create an implementation project, the task list will be automatically generated based on the offerings and options that you selected.
Starting in Release 11, Purchasing is introduced as a new option within the Procurement offering, similar to the existing ones like Self Service Procurement, Sourcing, and Procurement Contracts. As a result, Purchasing does not need to be enabled for implementation if only Sourcing needs to be implemented. When you implement Sourcing standalone, you can eliminate the setup needed for Purchasing. For example, you do not need to set up chart of accounts, ledger, banks, and taxes. The implementation task list is generated with setup tasks that are specific to Sourcing standalone.
To speed up the Sourcing implementation process even further, you can use the newly introduced rapid implementation task list. The rapid implementation task list contains the required and most commonly used tasks only. It provides defaults for many setup options and includes a process that can help you set up the basic enterprise structure such as UOMs, item organization, and Procurement BU.
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Slide 6 - Purchasing as an Option
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Prior to Release 11, Purchasing is not available as an option within the Procurement offering. It needs to be implemented even for Sourcing standalone implementation. Therefore, the generated task list contains tasks that are specific to Purchasing and not applicable to Sourcing.
Starting in Release 11, Purchasing can be enabled for implementation separately within the Procurement offering. If you want to implement Sourcing standalone, you do not need to enable Purchasing for implementation. By implementing Sourcing standalone, the generated task list is simpler and contains fewer number of implementation steps. All the setup steps are targeted for Sourcing standalone and no extra setup steps are needed.
In addition, all setup tasks are revised and simplified. Seeded or default values are provided for different fields and tasks that are truly required are marked as such. As a result, the implementation task list is much shorter and simpler.
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Slide 7 - Rapid Implementation
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A rapid implementation list for Procurement is introduced, and you can use it to quickly implement Procurement. The rapid implementation list contains required and commonly used tasks only. It captures the minimum amount of data and hides all the advanced setup features. It also utilizes different spreadsheets to set up data. For common setup options, it provides defaults so you only need to change them if needed. In addition, it has a new process that you can run to define the basic enterprise structure. The process will set up UOMs, an item organization, and a procurement business unit. Combining this process with the rest of the rapid implementation tasks, you can quickly finish the minimum number of setup steps for Sourcing.
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Slide 8 - UI Simplification
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When Fusion Purchasing is not implemented, Sourcing screens are adjusted automatically. Fusion Purchasing related fields such as Expiring Agreements are hidden. Links to Fusion Purchasing pages such as Purchasing Document link are disabled. These changes help to reduce clutter and simplify the user interface.
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Slide 9 - Sourcing Setup Simplification
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When you implement Sourcing standalone without Purchasing, you will see the number of implementation steps that are needed to set up Sourcing is greatly reduced. You will no longer need to decide whether certain setup steps are needed because all the setup steps are tailored for your Sourcing standalone implementation. With the reduction in the number of setup steps, the time it takes to implement Sourcing will be significantly less. If you do not have complex setup and want to leverage the rapid implementation list, you can quickly finish the setup and get Sourcing up and running much faster than before. Once Sourcing standalone is implemented, you will see that the user interface in Sourcing is simplified without all the Purchasing related fields.
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Slide 37 - Summary of Enhancement Capabilities
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Here is the summary of the features I have talked about today.
Purchasing as an option feature allows Sourcing to be implemented without enabling Purchasing. This reduces the number of setup steps required to set up Sourcing. Rapid implementation provides a simplified task list and includes defaults for many common setup options. It also contains a setup process to set up the basic enterprise structure that can minimize the setup time. UI simplification hides various UI elements that are not applicable to Sourcing when Purchasing is not implemented. It reduces clutter on the UI and enhances the overall user experience.
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Slide 38 - Implementation Advice
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In this implementation advice section we will go through what you need to consider before enabling these features in your business.
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Slide 39 - Feature Impact Guidelines
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Here you can see the key upgrade information for the new features covered in this training.
It details:
• If a feature is automatically available after the upgrade,
• And if a feature can be accessed using the shipped job roles – the exact job roles are detailed later in this section.
All the features are automatically available and included with the shipped job roles. No additional setup is needed.
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Slide 40 - Job Roles
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Here are the shipped job roles that will access the new capabilities covered in this training.
For the new capabilities in Sourcing, category manager and sourcing project collaborator are the two shipped job roles that can be used. For the setup, procurement application administrator is the shipped job role that can be used.
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Slide 41 - Business Process Model Information
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The business processes associated with the new capabilities covered in this training are detailed here.
The high level business process is Manage Supplier Negotiations with Create Negotiation activity.
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Slide 42 - Associated Release Training
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There is another training module that is related to these new capabilities. The ‘Simplified Setup for Procurement’ training module from Oracle Fusion Procurement is recommended for you to understand the simplified setup for the entire Procurement.
This concludes this presentation. Thank you for listening. You can pause and rewind any of these slides if you require additional time to take in the detail.
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