i Procurement Features Functions The Department of Procurement

i. Procurement Features & Functions The Department of Procurement & Contracts www. csc. cps. k 12. il. uspurchasing 1

Objectives ¬ Review the Internet Procurement (IP) application. ¬ Look at the components of IP – Home Page, Requisition Creation, Requisition Research, Approvals, Receiving, & Profile setting. ¬ Take a quick glance at Item Catalogs www. csc. cps. k 12. il. uspurchasing 2

What is i. Procurement? ¬i. Procurement provides a web based method for requestors to create requisitions, research the status of requisitions, and receive (PODUP) delivered orders into the system. www. csc. cps. k 12. il. uspurchasing 3

Benefits of i. Procurement ¬ IP brings together all of the aspects of creating, manipulating, and researching requisitions into a single user friendly system. ¬ The screens are clearly labeled, laid out, and easy to understand. ¬ Screens guide the requestor through the entire process from start to finish. ¬ Checkout options are easy to understand the design keeps you out of trouble. ¬ Real Time information. www. csc. cps. k 12. il. uspurchasing 4

Benefits of i. Procurement ¬ Receiving and making corrections to receipts has never been easier. ¬ IP is web based for ease of access and resembles many internet shopping sites. ¬ Navigating through the IP system is done by clicking buttons and links as opposed to opening and closing forms. www. csc. cps. k 12. il. uspurchasing 5

The Home Page www. csc. cps. k 12. il. uspurchasing 6

Parts of the Home Page ¬Page Tabs and Buttons ¬Links www. csc. cps. k 12. il. uspurchasing 7

Parts of the Home Page ¬ Greeting and General Information ¬ Purchasing News www. csc. cps. k 12. il. uspurchasing 8

Parts of the Home Page ¬ To Do List – See requisitions pending your approval – Reassign this responsibility when you’re gone www. csc. cps. k 12. il. uspurchasing 9

Parts of the Home Page ¬Requisitions at a Glance www. csc. cps. k 12. il. uspurchasing 10

Parts of the Home Page ¬Categories and Lists for browsing. www. csc. cps. k 12. il. uspurchasing 11

The Home Page www. csc. cps. k 12. il. uspurchasing 12

My Profile ¬ Accessed with the My Profile tab ¬ Allows us to enter default information to be applied to requisitions created www. csc. cps. k 12. il. uspurchasing 13

It’s time to Shop ¬Access the shopping page from the home page. – Shopping Tab – Shopping Link www. csc. cps. k 12. il. uspurchasing 14

Shopping Page www. csc. cps. k 12. il. uspurchasing 15

Shopping www. csc. cps. k 12. il. uspurchasing 16

The Results Page www. csc. cps. k 12. il. uspurchasing 17

Selecting Items can be selected one or several at a time by clicking the check box to the left of the desired items. ¬ Checked items can be unchecked if necessary by clicking them again. www. csc. cps. k 12. il. uspurchasing 18

Acting on Selected Items ¬Once items are selected, you can: – Compare them, if two or more items are selected – Add them to your favorites list – Add them to your cart www. csc. cps. k 12. il. uspurchasing 19

The Results Page - Compare Selecting multiple items and clicking the Compare button will display the items for side-by-side comparison. www. csc. cps. k 12. il. uspurchasing 20

Add to Favorites ¬ Select the items to be added and then click the Add to Favorites button. www. csc. cps. k 12. il. uspurchasing 21

Add to Favorites ¬ The items will be here for future use www. csc. cps. k 12. il. uspurchasing 22

Add to Cart ¬ Select and click the Add to Cart button. www. csc. cps. k 12. il. uspurchasing 23

The Shopping Cart www. csc. cps. k 12. il. uspurchasing 24

The Shopping Cart www. csc. cps. k 12. il. uspurchasing 25

Checking Out ¬When you have everything in your cart that you want, proceed to checkout. www. csc. cps. k 12. il. uspurchasing 26

Delivery Information ¬ Need by date ¬ Who it’s going to ¬ Where it’s going www. csc. cps. k 12. il. uspurchasing 27

Enter Billing Information www. csc. cps. k 12. il. uspurchasing 28

Review Charge Accounts ¬ Charge Accounts are built by the account generator ¬ Charge Accounts can be manually changed www. csc. cps. k 12. il. uspurchasing 29

Final Review of Charge Accounts ¬ Multiple distributions are indicated by a “Multiple” link in the Charge Account field. www. csc. cps. k 12. il. uspurchasing 30

Enter Notes & Attachments www. csc. cps. k 12. il. uspurchasing 31

Review Approver List ¬ Multiple factors can be used to determine if further approval is needed for the requisition. If not, you can choose to continue or additional approvers. www. csc. cps. k 12. il. uspurchasing 32

Review List & Enter Justifications ¬ Add approvers as desired www. csc. cps. k 12. il. uspurchasing 33

Review and Submit www. csc. cps. k 12. il. uspurchasing 34

Confirmation Page www. csc. cps. k 12. il. uspurchasing 35

Requisition Status ¬ Find information about a requisition from either the “Requisitions at a Glance” region or by clicking the “Check Requisition Statue” button on the Home Page. www. csc. cps. k 12. il. uspurchasing 36

Requisition Status ¬ From the Requisitions at a Glance – Click link under Status – Click link under Requisition www. csc. cps. k 12. il. uspurchasing 37

Action Buttons ¬ Copy to Cart – This creates a new shopping cart using the selected requisition as a template. Use this to create a duplicate requisition. ¬ Cancel – This will cancel the requisition. This only works on a requisition that has no part of it placed on a purchase order. www. csc. cps. k 12. il. uspurchasing 38

Action Buttons ¬ Withdraw – This will withdraw an approved requisition as long as no part of it has been placed on a purchase order. ¬ Resubmit – Use this to make modifications and resubmit a Returned or Rejected requisition. www. csc. cps. k 12. il. uspurchasing 39

Receiving www. csc. cps. k 12. il. uspurchasing 40

Receiving www. csc. cps. k 12. il. uspurchasing 41

Receiving ¬ Add your quantities ¬ Click the Receive button www. csc. cps. k 12. il. uspurchasing 42

Receiving ¬ Add info about the receipt – Either for the entire receipt – Or for each line separately www. csc. cps. k 12. il. uspurchasing 43

Receiving ¬ Click Submit when done and your receipt is made. www. csc. cps. k 12. il. uspurchasing 44

Catalogs & Lists ¬ The purchasing department can maintain Public Lists of their choosing. www. csc. cps. k 12. il. uspurchasing 45

Catalogs & Lists ¬ Requestors see what you want them to see. www. csc. cps. k 12. il. uspurchasing 46

Conclusion ¬ Oracle’s self service i. Procurement application is designed to make it easier for a requestor to create requisitions. ¬ There is a very informative home page that acts as the starting point for the requestor’s processes. ¬ Both shopping and receiving have been made easier for the requestor. www. csc. cps. k 12. il. uspurchasing 47

Conclusion ¬ Core users typically find it easier to understand to use since the IP application takes you step-by-step through each process with simple steps. ¬ Instructions are often given on each page. ¬ People new to Oracle will find it easy to understand seasoned core users will find it easy to transition to. www. csc. cps. k 12. il. uspurchasing 48

Questions? www. csc. cps. k 12. il. uspurchasing 49

Thank You www. csc. cps. k 12. il. uspurchasing 50