Slide 3 - Oracle Procurement Cloud Release 9
Slide notes
Hello, my name is Piyush Singh. Welcome to the Release 9 Training for Oracle Fusion Procurement Cloud Supplier Portal Enhancements. In this session, we’ll cover the Supplier Registration enhancements we have made in this release.
Notes
Slide 4 - Agenda
Slide notes
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 values they bring.
Then, we’ll walk you through a demonstration of these features.
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.
Notes
Slide 5 - Enhancements Overview
Slide notes
Supplier Registration Enhancements deliver new features for improving both external and internal supplier registration:
Supplier registration “push back” is a new feature available to approvers during the registration approval process which returns the registration to the requester to clarify, or provide additional information requested by the approver.
Supplier registration can be configured based on the expected supplier business relationship of a prospective sourcing supplier or a supplier that is already authorized for spend. Two separate registration flows can be deployed based on these business relationships – companies already identified for a procurement need are directed to the spend authorized flow to capture more rigorous profile information, and unknown companies are presented with the prospective flow to capture minimal profile information (configurable by the buying organization).
Associate contacts with company addresses is a new registration enhancement that identifies which contacts have responsibility for a specific address for supporting customer activities such as order/payment processing.
If supplier contacts require a supplier portal user account it’s important to capture the job roles so the contact will have access to the appropriate functionality. This feature enhancement allows the registering company to identify the appropriate job roles for their contacts during registration.
Notes
Slide 6 - Supplier Registration Push Back
Slide notes
This feature allows a supplier registration request to be returned to the requester to provide additional information and resubmit. This new action, called “Request to Resubmit” provides approvers an alternative to the existing Approve and Reject actions. It’s used when more information is needed from the registering company before an approval decision can be made. On internal supplier registrations the action is called “Request Information” (a native SOA action that is leveraged since the requester is an internal/authenticated user).
Approver taking this action can provide details about what information needs to be added to the registration, which is communicated to the requester.
Notes
Slide 7 - Supplier Registration Push Back
Slide notes
The requester is notified and uses the update supplier registration request link to provide updates. When updates are completed the requester resubmits the registration which will rerun the approval workflow rules since content, impacting approval requirements, may have changed. The registration is then routed to all required approvers.
Notes
Slide 8 - Supplier Registration Push Back
Slide notes
The registration request push back feature allows buying organization to return a registration request to the requester rather than canceling and then expecting the potential supplier to reregister itself. This process requires offline communication between the buyer and the potential supplier users. Also when reregistering the request, the requester has to reenter all the information that it had provided earlier. With push back feature of a registration request, approver can take a simple action to return the request and mention the reason for returning it. When the requester is resubmitting, all the information it had entered earlier are retained and it has to only provide the additional information or update any existing information per the reason the resubmission was requested.
Notes
Slide 9 - New Configurable Registration Flows
Slide notes
New feature allows supplier registration to be configured based on the intended supplier business relationship:
1) prospective supplier for sourcing opportunities, or
2) supplier authorized for spend
Two distinct registration flows can be deployed based on these business relationships – companies already identified for a procurement need are directed by the buying organization to the spend authorized registration flow to capture more rigorous profile information needed before agreements, orders, and invoices can be transacted. For example, a spend authorized company registering can be required to provide bank account information. Unknown companies are presented with the prospective flow to capture minimal profile information (configurable by the buying organization).
The configuration allows for specific profile information to be required, optional, or hidden in the registration flow.
Access to these registration flows is controlled through two distinct URLs, which the buying organization determines how to expose. For example, companies already targeted for spend are invited to register using the spend authorized registration flow.
Notes
Slide 10 - New Configurable Registration Flows
Slide notes
Here, we can see that for a prospective supplier to participate in sourcing events, minimal information is captured. Whereas for an onboard company, already sourced companies invited to register, a complete supplier profile is captured through spend authorized registration flow.
Notes
Slide 11 - New Configurable Registration Flows
Slide notes
When submitting a registration request, users will be allowed to enter the profile information based on the business intent with the buying organization. For spend authorized requests, the profile will be completed during registration process and therefore accuracy of the profile information will be more. For prospective requests, the suppliers will have to provide minimal profile information necessary to participate in the bidding process which will streamline the review and approval process for such requests.
Notes
Slide 12 - Associate Contacts to Company Addresses
Slide notes
Supplier profile comprises of addresses and contacts which can be associated for better correspondence between the supplier and the buyer.
This association is now supported during supplier registration process and potential supplier users can provide this information when submitting the request.
The contacts associated with addresses and therefore with the site created, will thereafter represent the site contacts for purchasing documents.
Notes
Slide 13 - Associate Contacts to Company Addresses
Slide notes
Reduces manual intervention for supplier administrators having to complete supplier’s profile after registration.
Also, allowing new suppliers to associate contacts to addresses during registration improves purchasing document creation. Through the address, a site association is established for the contact which is required when the buyer is selecting a supplier contact on a purchasing document.
Notes
Slide 14 - Capture User Account Job Roles
Slide notes
Suppliers can request user accounts for their contacts to access their profile through Supplier Portal. Supplier contacts can have unique set of job roles, which can now be selected during the registration, to control user account access.
Notes
Slide 15 - Capture User Account Job Roles
Slide notes
Job Roles to contacts association when done by supplier users directly helps in data accuracy since it is directly provided by the supplier user and can be treated as first hand information. This helps reduce manual intervention of the buyer needed to complete this supplier information in the profile post registration request approval.
Notes
Slide 58 - Summary of Enhancement Capabilities
Slide notes
Here is the summary of the features I have talked about today.
The push back supplier registration request feature allows approvers to return the registration request to the requester for resubmission. The reason for resubmission is provided by the approver and presented to the requester through a notification which will have a URL to navigate the requester back to the registration flow with retained date provided earlier.
Through configurable supplier registration flows feature, buying organizations configure two separate registration flows depending on the supplier’s business intent. Through this configuration, prospective suppliers identified for sourcing opportunities are supposed to provide minimal information whereas spend authorized suppliers already identified for procurement needs are required to provide a complete profile information. For the two flows, prospective and spend authorized, separate URLs are provided to the suppliers for submitting their registration requests.
Notes
Slide 59 - Summary of Enhancement Capabilities
Slide notes
When registering a supplier, requesters can associate their supplier contacts responsible at address locations entered in the registration request.
When registering the supplier, requesters can also assign the job roles performed by their supplier contacts. This association helps in granting roles to the user accounts created for the supplier contacts to access the Supplier Portal.
Notes
Slide 60 - Implementation Advice
Slide notes
This concludes the audio portion of this presentation, thank you for listening. There is no audio in the implementation advice section.
You can easily pause and rewind any of these slides if you require additional time to take in the detail.
Notes
Slide 61 - Feature Impact Guidelines
Slide notes
Notes
Slide 62 - Setup Summary
Slide notes
Notes
Slide 63 - Configure Supplier Registration Setup Detail
Slide notes
Notes
Slide 64 - Configure Supplier Registration Implementation Decision Points
Slide notes
Notes
Slide 65 - Job Roles & Associated Duty Roles
Slide notes
Notes
Slide 66 - Business Process Model Information
Slide notes
This slide discusses the business process model information relating to the features detailed in this presentation.
Notes
Slide 67 - Associated Release Training
Slide notes
You can get more information on the two business relationships, i.e. Prospective and Spend Authorized, through the release training Prospective Supplier Life Cycle module.
Notes
Page 1 of 24