Document Styles Agenda: Description Benefits How To Set Up The Feature How To Use The Feature

Document Styles
Agenda
 Introduction
– Description
– Benefits
 Setup
– How to set up the feature
 Process
– How to use the feature
 Summary
Document Styles
Description
 Document Styles
– Control the look and feel of the application to match the
needs of different purchasing documents.
– Through reusable document styles, deploying
organizations turn on or off various Oracle Purchasing
features, thereby simplifying the user interface.
Document Styles
Benefits
 Name documents
– Name purchasing documents to match deploying
organization’s business and naming conventions
 Enable/disable features
– Increase User Productivity by optimizing UI for targeted
Usage
 Reduce application complexity
– Simplify user interface by reducing clutter
Setup
Document Styles
Setup – Create Style
Assign Display Names

to Document Types
Enable/Disable
Features
Document Styles
Setup – Create Style
Create Style For

Complex Service
Contracts
Document Styles
Setup – Standard Style
• Standard Style:
 Seeded style
 Least restrictive
 No Complex Payments
support
 Documents accessible
from both the Work Center and
PO Forms
 Pre-R12 and new
documents
• Non-standard Styles:
 Any new styles in R12
 Documents accessible
from Work Center only
Process
Document Styles
Process – Create Document
Create purchasing document with the selected style.

Document Styles
Display Name from
Style Definition
- Displays attributes for

procuring Services
- Hides attributes for
procuring Goods
Document Styles
Available Line Types

Limited by Document
Style
Document Styles
Process – Printed Document
Display Name from

Style Used in External
Facing Documents
Document Styles
Process – Create Demand Request into Order
Create purchasing document for the requisition line with the selected style.
Document Styles
Process – Source Document Reference
 Requisitions
– Style of the source document should be compatible with
the requisition line
 Purchase Documents
– A purchase document and its source document should
have the same document style (e.g. Standard Purchase
Order referencing a Global Blanket Agreement)
Summary
Document Styles
Summary
 Document Styles allow buying organizations to control

the look and feel of the application to match the needs
of different purchasing documents.
• Name documents to match business and naming conventions

Benefits • Enable or disable features on the document
• Reduce application complexity
Procurement for Complex Services
Agenda
 Introduction
– Description
– Business Flow
– New Features
– Benefits
 Dependencies and Interactions
 Summary
Description
 An integrated solution to automate acquisition of complex services
 Complex Services Procurement is characterized by:

– High dollar value projects
– Long lead time delivery schedules
– Complex Payment Terms
– Progress payments based on work completion
– Contract Financing
 Commodities of Interest
– Professional Services
– Engineering Services
– Construction Services
Note: Please refer to the Complex Services Procurement TOI for more information on this feature
High Level Business Flow
Request for Service Source Author Contract Track Progress Process Payment
 Author Contract
 Supplier and Contracting Officer sign off on Contract
 Supplier reports progress
 Progress is certified by Facilities Manager, and/or Project Manager
New Purchasing Features
 Define Document Styles

 Author Complex Service Contracts
– Create Complex Service Contract from Requisition
– Define Progress Payment Schedule
– Define Terms for Retainage
– Define Terms for Contract Financing including Advances
 Monitor & Track Contract Status/Progress
 Manage Contract Changes
Benefits
 Streamline and Automate Procurement of the Complex
Services Spend Category
 Ensure Compliance with 360º Visibility to all aspects of the

Contract Lifecycle.
 Reduce Acquisition Costs through Seamless Collaboration

with Key Stakeholders.
 Minimize Acquisition Risks by using Negotiated Payment

Terms
Dependencies and Interactions
 Oracle Purchasing (Required)
– Contract with Complex Payment Terms
– Progress Payment Schedule
– Track Execution of Contract
– Create Work Confirmation
 Oracle Services Procurement (Required)

– Use of Fixed Price Services and Temp Labor functionality
 Oracle Payables (Optional)

– Create & Submit Invoices for Progress Payments, Advances &
Financing, Retainage Release
 Oracle Sourcing (Optional)
– Negotiate with Suppliers on Payment Terms and Payment
Schedule
 Oracle Procurement Contracts (Optional)
– Use Clauses & Deliverables on Contract
 Oracle iProcurement (Optional)
– Create Service Requests
 Oracle iSupplier Portal (Optional)

– Track Execution of Contract
– Create & Submit Work Confirmation
– Create & Submit Invoices for Progress Payments, Advances &
Financing
 Oracle E-Tax (Optional)
– Tax Engine with rules for tax calculation on Payment Schedule,
Advances, and Contract Financing
 Oracle Enterprise Asset Management (Optional)
– Carry Work Order Reference on Requisition
Summary
Summary
Complex Services Procurement is a new solution
 Reduces acquisition costs
– Manage, Control & Track Complex Contracts
– Keep lead times & costs in check by monitoring progress on
Progress Payment Schedule
– Minimize acquisition risks by using negotiated Payment Terms
 Offers seamless collaboration between key stakeholders

– Eliminates paper-based processes
– Ensures visibility & smooth execution of the Contract
Multi-Org Access Control
Agenda
 Introduction
– Description
– Benefits
 Setup and Process

– How to use the feature
 Summary
Description
 Multi-Org Access Control (MOAC)
– Access multiple operating units from a single application
responsibility
– Enable shared services while maintaining operating unit
security
Description
OLD PROCESS
Application Application Application

Responsibility A Responsibility B Responsibility C
Operating unit X Operating unit Y Operating unit Z
NEW PROCESS
Application
Responsibility A
Operating unit X Operating unit Y Operating unit Z

Benefits
 Streamlined Shared Service Center Operations

– Access, process, and report on data for multiple
operating units from within a single applications
responsibility
– Eliminates the need to switch application
responsibilities in order to service multiple
operating units
Setup
Setup and Process
SETUP
Define security profile &

assign operating units
Run Security List

Maintenance
Assign
security profile to
responsibility or user
Setup - Create Operating Unit
Use Oracle
Financial
Accounting
Setup Manager
Or
Oracle HRMS
Organization
Form
Setup – Create Security Profile
 A security
profile may be
defined in
hierarchical
(using
hierarchy
above) mode
CA Security Profile based on Hierarchy

Setup - Run Concurrent Program
Setup – Set Profile Options
Profile Value Description
Identify the list of operating units

MO: Security Profile
that the user can access
Identify the default operating unit

MO: Default Operating Unit
for the user when accessing an application
R11i profile option that will be maintained

MO: Operating Unit for those products and customers not
leveraging Multiple Organizations.
Process
Requisition Entry
Enter Requisitions for

Multiple OUs
Requisition Management
View Requisition
Demand Across
Multiple OUs
Requisition Management
Negotiate and Order for

Requisition Demand in
Multiple OUs
Purchase Agreement Management
Author Agreement for

Multiple OUs
Purchase Agreement Management
Search for Agreements

across Multiple OUs
Purchase Order Management
Place Purchase Orders

for Multiple OUs
Purchase Order Management
View Orders Across

Operating Units
Approved Supplier List
Maintain Approved
Suppliers for Multiple OUs
ASL Summary
View ASLs for Multiple

OUs
RFQ Entry
Enter RFQs for Multiple

OUs
Purchasing Setups – Requisition Template
Create Requisition
Templates for Multiple
OUs
Purchasing Setups – Purchasing Options
Perform Setups for

Multiple OUs
Concurrent Programs
Run Concurrent
Programs for Multiple
OUs
Public APIs
 Public APIs modified to accept Operating Unit as a

parameter
 Example Public APIs modified:
– PO Change API – POXCHN1B.pls
– Cancel PO API – POXPDCOB.pls
– Price Control API – POXPCPRB.pls
Summary
Summary
Multi Org Access Control is a new process:

 Facilitates access to multiple operating units from a
single application responsibility
 Enables shared services while maintaining operating

unit security
Benefits Streamlined Shared Service Center Operations

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Document Styles

Assign Display Names

Create Style For

Create purchasing document with the selected style.

- Displays attributes for

Available Line Types

Display Name from

 Document Styles allow buying organizations to control

• Name documents to match business and naming conventions

 Dependencies and Interactions

 Complex Services Procurement is characterized by:

 Define Document Styles

 Ensure Compliance with 360º Visibility to all aspects of the

 Reduce Acquisition Costs through Seamless Collaboration

 Minimize Acquisition Risks by using Negotiated Payment

 Oracle Services Procurement (Required)

 Oracle Payables (Optional)

 Oracle iSupplier Portal (Optional)

 Offers seamless collaboration between key stakeholders

 Setup and Process

Application Application Application

Operating unit X Operating unit Y Operating unit Z

Operating unit X Operating unit Y Operating unit Z

 Streamlined Shared Service Center Operations

Define security profile &

Run Security List

CA Security Profile based on Hierarchy

Profile Value Description

Identify the list of operating units

Identify the default operating unit

R11i profile option that will be maintained

Enter Requisitions for

Negotiate and Order for

Author Agreement for

Search for Agreements

Place Purchase Orders

View Orders Across

View ASLs for Multiple

Enter RFQs for Multiple

Perform Setups for

 Public APIs modified to accept Operating Unit as a

Multi Org Access Control is a new process:

 Enables shared services while maintaining operating

Benefits Streamlined Shared Service Center Operations

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