book

Oracle Self-Service Applications

Name: Oracle Self-Service Applications
Author: Melanie Cameron
ISBN: 9780071713313

by Melanie Cameron

May 2010

Intermediate to advanced

320 pages

9h 17m

English

McGraw Hill Computing

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Cover Page
Oracle Self-Service Applications
Copyright Page
Dedication
About the Author
Contents
Acknowledgments
Introduction
1 Role of Self-Service Modules in an Organization
iProcurementiExpenseTaking Self-Service Outside Your Company’s WallsiSupplieriReceivablesOrder Management PortaliAssets
2 Common Implementation Considerations
What Do You Want Users to Be Able to Do?MenusAdding an Exclusion to a ResponsibilityCommon Functions for Self-Service ExclusionWhat Will Users Be Able to See?How Much Hand-Holding Will Users Need to Achieve Your Goal?Using OA Framework to Add a TipMaking a Field RequiredHiding a FieldBacking Out an OA Framework PersonalizationMigrating Personalizations Between Environments

3 iProcurement Setup
Required Setups Outside of iProcurementSetups Specific to iProcurementRequisition Approval Options and SetupsLocationsItems and Categories, and How They Are Used in iProcurementSetting Up and Using Expense Account RulesOptional SetupsSetting Up the Main StoreUsing Smart FormsCreating Stores and Adding Content Zones and Smart FormsEnabling Shipment Tracking for RequisitionsProfile OptionsShopper PreferencesGeneral Display PreferencesiProcurement PreferencesPurchasing Cards and iProcurementSupplier SetupsSetting Up Procurement CardsReconciling Your P-Card Transactions to Requisitions
4 Using iProcurement
ShoppingShopping the Main Store for Internal Items and Items Available via a Transparent PunchoutShopping Using a PunchoutCreating and Using Shopping ListsShopping from Non-Catalog Requests and Other Smart FormsContractor RequestsChecking Out and Creating RequisitionsManaging RequisitionsViewing Requisitions and Their StatusesBasic Requisition FlowOther Requisition ActionsApprovalsVacation RulesReceiving RequisitionsReceiving from an E-Mail NotificationBasic ReceivingExpress ReceivingViewing ReceiptsReceipt CorrectionsReturning Items to Suppliers
5 iSupplier Setups
General Required SetupsiSupplier-Specific SetupsSecuring Attributes for the UsersProfilesSupplier Setups and ManagementProspective Vendor Registration SetupsInviting a Supplier to JoinRegistering UsersAdministering User RequestsSetting Up Buyer Administrators to Receive NotificationsAdditional Setups for Classifying Suppliers (Optional)
6 Using iSupplier
iSupplier, Internal ViewHome PageOrdersShipmentsFinanceiSupplier, External ViewPurchase Order ActionsAdvance Shipping and Advance Billing NoticesUpdating Product InformationUploading InvoicesUpdating Supplier InformationSurveying Suppliers
7 iExpense Setups
Setting Up EmployeesPayables Options for Expense ReportViewing or Manually Entering Employees as SuppliersCreating Expenditure PoliciesCreating Internet Expense Locations to Associate with a PolicyDefining Accommodation PoliciesDefining Car Rental and Miscellaneous PoliciesDefining Airfare PoliciesDefining Meal PoliciesDefining Mileage Reimbursement PoliciesDefining Per Diem PoliciesCapturing Additional Expense Report InformationSetting Up Expense Report TemplatesApproval OptionsEnabling Expense Report AuditingAudit RulesAudit ListsSetting Up Receipt NotificationsAudit HoldsSetting Up AuditorsProfilesUser Account Securing AttributesCredit Card ProcessingSetting Up iExpense for Credit Card IntegrationDefining Credit Card PoliciesMapping Credit Card TransactionsLoading Credit Card TransactionsAdditional Miscellaneous SetupsFuture-Dated ExpensesLanguages for Approval NotesSetting Up Contact Links
8 Expense Report Processing
High-Level Overview of Expense Report ProcessingOptions for Entering Expense ReportsAccess to Create Expense ReportsDirect EntryUploading Expense Reports from a SpreadsheetImporting and Approving Credit Card TransactionsApproving Expense ReportsApproving Executive Expense ReportsVacation Rules and Worklist AccessAuditingMaintaining the Audit ListAuditing Expense ReportsExporting to PayablesCommon Expense Report Workflow ErrorsiExpense PreferencesGeneral iExpense PreferencesAllocation Expense Preferences
9 iReceivables Setup
Setting Up Internal UsersSetting Up External Users and TCA OverviewSetting Up Self-Registration for iReceivablesBuilding the Search Criteria for CustomersCustomizing iReceivables to Meet Your Company’s NeedsSetting Up Service Charges for Payments Made in iReceivablesPrinting LimitsiReceivables Payment ProcessingDisputing Items and Creating Credit Memo RequestsCredit Memo Approval LimitsAllowing iReceivables to Apply Open Credit Memos to Unpaid InvoicesDisplay OptionsCustomizing InvoicesUsing Bill Presentment Architecture to Customize Your Invoices
10 Using iReceivables
Accessing Customer Data in iReceivablesHome PageRequesting a Credit Memo via a DisputeSubmitting a DisputeMaking a PaymentUsing the Transaction ListApplying Credit Memos
11 Order Information Portal
SetupsGranting Customers AccessViewing OrdersViewing DeliveriesPersonalizing Views
Appendix
Glossary
Index

Content preview from Oracle Self-Service Applications

Acknowledgments

Writing a book is a very personal goal—not only to share in your thoughts and knowledge, but also to leave something lasting that will make an impact on other people. While manuals are not often thought of as having large impact on a particular person or organization, my sincerest hope is that this book will help someone be more successful in their position, and a company more productive.

Every technical author has two groups of people assisting to get the concept to market. The first is the editors at their publisher, and Lisa McClain and her staff have been about as helpful and patient as any author can ask for. From late-night panic e-mails to re-explaining the formatting requirements yet again, these saints all deserve halos. ...

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Oracle Self-Service Applications

by Melanie Cameron

Acknowledgments

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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