book

Oracle Self-Service Applications

by Melanie Cameron

May 2010

Intermediate to advanced

320 pages

9h 17m

English

McGraw Hill Computing

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iProcurementiExpenseTaking Self-Service Outside Your Company’s WallsiSupplieriReceivablesOrder Management PortaliAssets
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

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
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
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)
iSupplier, Internal ViewHome PageOrdersShipmentsFinanceiSupplier, External ViewPurchase Order ActionsAdvance Shipping and Advance Billing NoticesUpdating Product InformationUploading InvoicesUpdating Supplier InformationSurveying Suppliers
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
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
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
Accessing Customer Data in iReceivablesHome PageRequesting a Credit Memo via a DisputeSubmitting a DisputeMaking a PaymentUsing the Transaction ListApplying Credit Memos
SetupsGranting Customers AccessViewing OrdersViewing DeliveriesPersonalizing Views

Content preview from Oracle Self-Service Applications

CHAPTER 5iSupplier Setups

I Supplier Portal is designed to allow more efficient collaboration between your company and the companies that supply the goods and services you need to do business. Purchase order management, shipment notifications, and invoice and payment views are available both internally and externally. While this application was initially designed to be utilized as externally facing collaboration with suppliers, it has many internal uses as well, giving employees a global view of supplier transactions and interactions. As with most of the self-service modules in Oracle E-Business Suite, iSupplier does now work as an independent module, being tightly integrated with Purchasing and Payables.