Oracle Apps iSourcing Process flow

Oracle Apps iSourcing

Supplier / Supplier user Creation – Create Negotiation – Publish Negotiation – Supplier Response – Supplier Response (Quote/Bid) Analysis – Awarding process – Create PO with awarded Supplier



‘Negotiations’ is a standard term used in Oracle Sourcing module, which will mean any of the following:
• Request for Information - RFI
• Request for Quotation - RFQ
• Buyers Auction - Auction

Oracle Sourcing module is tightly integrated with Oracle Purchasing, and users can seamlessly create a sourcing negotiation from an approved requisition, or an existing Blanket Purchase Agreement.

Before start creating Negotiations we have followed activities for Admin and Super user in Sourcing
• Supplier User Registration and Approve
• Setup negotiation terms & conditions and Default options
• Create and Manage Invitation list
• Create and Manage Templates
• Create and Manage Events
• Negotiation sequencing

Supplier User Registration and Approve
Supplier and Supplier user registration is not part of Sourcing in Oracle apps 11i. This function will be available in iSupplier portal. There are two functions available invite supplier user and Register supplier user. First one where you are giving supplier to enter their personal details like job, etc second one you are entering all details of supplier user for registration. In invite supplier user once supplier user enters their personal details it will send to admin or buyer team for approval. Approving supplier user function is available in sourcing in 11i.
We cannot invite new suppliers which are not there in system for negotiations in Oracle apps 11i. In R12 we can register new supplier while creating negotiation and we can invite them in negotiations.

Navigation: Supplier User Administrator -- Supplier User Creation -- Invite Supplier User or Register Supplier User

Navigation: Sourcing Buyer – Approve/Reject Supplier User

Terms and Conditions for all Negotiations
The negotiation terms and conditions can be set for all negotiations. Suppliers have to necessarily agree to these terms and conditions before they can participate in the negotiations. In the Negotiations Setup section, click on the ‘Setup Negotiation Terms and Conditions’ link. The Setup Negotiation Terms and Conditions’ screen is displayed.

Navigation: Sourcing Super User – Sourcing Home Page – Administration tab – Setup Negotiation Terms and Conditions

Configure Negotiation default options
The Administrator can setup default values for all negotiations, which can then be changed at the time of creating the negotiation, if allowed by the administrator.

Navigation: Sourcing Super User – Sourcing Home Page – Administrator tab – Negotiation Configuration
Create and Manage Invitation list
Invitation Lists are nothing but Supplier Lists, create as many Reusable Invitation Lists as you want, which groups suppliers under one heading. You can then apply the list at the time of creating the negotiation, to default all the suppliers in the list onto the negotiation.
Create as many Reusable Invitation Lists as you want, which groups suppliers under one heading. You can then apply the list at the time of creating the negotiation, to default all the suppliers in the list onto the negotiation. Examples of the lists can be ‘Office Furniture, ‘Office Equipments’ etc.

Navigation: Sourcing Super User – Sourcing Home Page – Administration Tab – Reusable Invitation Lists Or
Navigation: Sourcing Buyer – Sourcing Home Page – Reusable Invitation Lists


Create and Manage Templates
If many of the RFQ's, auctions or RFIs needs to be conducted that use many of the same attributes or suppliers the template and be created and used each time when a sourcing document is created. Templates allow creating a skeleton negotiation document that buyers can complete to create a new negotiation. This allows standardizing business practices by always including the same attributes or inviting the same incumbent suppliers.
Multiple templates can be defined for each of the negotiation type. The templates that are created by a specific user are private and available for that user only. The Sourcing Super User may have created public templates for use by all Sourcing Buyers.

Navigation: Sourcing Super User – Sourcing Home Page – Template – RFI
Or
Navigation: Sourcing Buyer – Sourcing Home Page – Template – RFI

Create and Manage Events
An ‘Event’ is a logical grouping of negotiations, similar to categorization of items as per certain criteria. Users can create sourcing events to enable monitor all the negotiations associated with the event, from a single page. Typical examples of an event could be negotiations for a highway tender, or schools project etc.
RFQs and / or Auctions for various categories of items can be grouped under one event, for easy monitoring.

Navigation: Sourcing Super User – Sourcing Home Page – Create – Events
Or
Navigation: Sourcing Buyer – Sourcing Home Page – Create – Events

Negotiation sequencing
Only one sequence is used for all types of negotiations i.e., for RFI, RFQ and Buyers Auctions. This will be a sequence starting from 1.
If a user starts creating a negotiation, the next sequence number is internally assigned by Oracle, and this is displayed when you click on create negotiation link. In case the negotiation is incomplete or is abandoned midway, the sequence is blocked anyway and cannot be reused. Following is the example:
Created a RFQ and submitted for approval -- Number 130
Created a Buyers Auction and submitted for approval -- Number 131
Created a RFQ and saved as draft -- Number 132
Created a RFQ and is stopped midway -- Number 133 (not displayed)
Created a RFI -- Number 134

RFI Creation:
Request for Information (RFI) should be used to evaluate new suppliers for their offers and services, before deciding to create an RFQ / Auction. Important product criteria can be included in the RFI to help in decision-making.

The following options are available to create RFI
• Create RFI Manually
• Create RFI from another RFI
• Create RFI from Template

We can create RFI in following style ‘Open’, ‘Blind’ or ‘Sealed’. If the style is ‘Open’, all suppliers participating in the negotiation can see the quotes/bids of other suppliers, though the respondent’s identity will be hidden. If the style is ‘Blind’, only the Sourcing Buyer can view the quotes. If the style is ‘Sealed’, the buyer can see the responses when the negotiation is unlocked. When it is unsealed, both the buyer and suppliers can see the responses.

Navigation: Sourcing Super User – Sourcing Home Page – Create – RFI
Or
Navigation: Sourcing Buyer – Sourcing Home Page – Create – RFI


RFQ Creation:
RFQs can be created in both the Core Purchasing module, as well as Oracle Sourcing. Key differences lie in the ability to allow suppliers enter their quotes, instead of the buyer having to punch in the quotes. This is more helpful if the RFQ has multiple line items.

The following options are available to create RFQ
• Create RFQ Manually
• Create RFQ from another RFQ
• Create RFQ from Template

You can directly create an RFQ in Oracle Sourcing module, without the need for any RFQ templates.

Navigation: Sourcing Super User – Sourcing Home Page – Create – RFQ
Or
Navigation: Sourcing Buyer – Sourcing Home Page – Create – RFQ

We can create RFQ in following style as ‘Blind’ or ‘Sealed’. If the style is ‘Blind’, only the Sourcing Buyer can view the quotes. If the style is ‘Sealed’, the buyer can see the responses when the negotiation is unlocked. When it is unsealed, both the buyer and suppliers can see the responses.
For RFQ you have to select ‘Outcome’ as ‘Standard Purchase Order’ or ‘Blanket Purchase Agreement. Outcome means after selecting supplier with awarding process which document we need to create this optional if we want we can create. Supplier can create Quote to respond to the RFQ negotiation.

Auction Creation:
The following options are available to create Auction
• Create Auction Manually
• Create Auction from another Auction
• Create Auction from Template
Oracle sourcing module allows you to conduct Buyer’s Auctions online, and exchange messages regarding auctions. It also provides an online auction monitor, and allows you to take the auction to multiple rounds of bidding if required.
Choose style as ‘Open’, ‘Blind’ or ‘Sealed’. If the style is ‘Open’, all suppliers participating in the negotiation can see the quotes/bids of other suppliers, though the respondent’s identity will be hidden. If the style is ‘Blind’, only the Sourcing Buyer can view the quotes. If the style is ‘Sealed’, the buyer can see the responses when the negotiation is unlocked. When it is unsealed, both the buyer and suppliers can see the responses. Supplier can create Bid to respond to the Auction negotiation.

Navigation: Sourcing Super User – Sourcing Home Page – Create – Auction
Or
Navigation: Sourcing Buyer – Sourcing Home Page – Create – Auction


Note: For Item based negotiation multi currency response functionality is not available. Only multi currency supplier response can possible only for ‘Service’ based negotiations.

Order to Cash Flow - Oracle Apps

Sales Order Entry – Book SO – Progress Order (Optional) – Pick Release – Ship Confirm – Invoice Creation – Receipt



Different Types Order flows available in Oracle Apps
1. Standard Order
2. RMA – Return Material Authorization
3. Drop Shipment - where the organization taking the order does NOT maintain their own inventory for the drop-shipped product, but fulfill their orders through 3rd party vendors who directly ship to the end customer ordering the product.
4. Back to Back- when you do not fulfill the Sales Order, or if the inventory is out of stock for delivery to customer.
5. Internal Sales Order – When demand from other organization with in Business group.



Sales Order Workbench
The Sales Orders Workbench consists of the following windows: Find Orders, Order Organizer, Sales Orders, Order Mass Change, and Line Mass Change windows. These windows allow you to enter, update and find your existing Orders and Returns. They also provide access to a variety of operations you can perform Orders and Returns.

Tabbed Regions in Sales order form
• Order Information--enter header level information.
• Main--enter customer information at the header level.
• Others--enter payment terms, shipping information and other header information.
• Line Items--enter line level information.
• Main
• Pricing
• Shipping
• Addresses
• Returns
• Services
• Others

The Line Status is maintained by the Line's Workflow.
• Entered is the defaulted value of a new Order Line.
• Booked means your order has been completely entered. Booking your order allows the Header and Lines to advance to their next Workflow Activity.
• Schedule-Line and Create Supply - Line and is now ready to be released for shipping on its Schedule Ship Date.
• Awaiting Shipping means your order has gone through the workflow activities
• Picked means the inventory has been moved to a staging area.
• Shipped means the Line’s delivery has been Ship Confirmed.
• Closed means the Line has been completely fulfilled
• Invoiced means the Line has been passed to Receivables.

Various Dates in Sales Order
• The Request Date is the date your customer wants the line to ship.
• The Request Date is the date your customer wants the line to ship.
• The Promise Date is the date you have promised your customer you will ship.
• The Schedule Ship Date is the date demand is placed against inventory.
• The Schedule Arrival Date is the date the material is scheduled to arrive at the customer’s Ship to location.
• The Schedule Ship dates and the Scheduled Arrival dates are populated by the Schedule - Line workflow activity.
• The Schedule Ship dates and the Schedules arrival date are displayed two times. Once in the Main region and again in the Shipping region.
• Modify your Schedule Ship date to reschedule line, as needed.

Progress Order
• You could also ‘Progress the order’ through ‘create configure item’ in the workflow, which will create the new item, bill and routing for the configuration required for that sales order.
• You could also “progress the order” through Create Supply Order Eligible which will also place a line in the requisition import tables for the order line.
• You could also “progress the order” through Create Supply Order Eligible which will automatically open a discrete job or create a flow schedule for the active configuration order line.
• For normal PTO (Pick to Order) item progress order will not be use.

Sets in Sales Order
• Ship Sets are a group of order lines that the user would like to ship together. Attributes that have to be identical across all lines in a ship set are shipping warehouse, schedule date, ship-to location, shipment priority, and shipment method.

Group order lines to ship together in ship sets. Ship sets can be assigned on an individual order line or group of lines on an order. Assign a single ship set to all the lines in an order to support customers that do not allow partial shipments. Or assign a ship set to only one line in an order with multiple quantities to ensure that the order line is not released until the full quantity is available.

If a single order line is defined as a ship set, Order Management waits until the entire order quantity is available to ship before releasing that line for picking. If an order line is defined as a ship set for a configured product, the system waits until all items ordered in each configuration are available before releasing the line for picking.

• Arrival Sets are a group of order lines that the user would like to arrive together. Attributes that have to be identical across all lines in a ship set are ship-to location and requested arrival date.
• Fulfillment Sets Group all the lines the customer would like invoiced at the same time. The fulfillment set enables non shippable lines to wait until their associated shippable lines have been ship confirmed before passing them for Invoicing. are a group of lines that get fulfilled together. Items that are not shippable can be in fulfillment sets with shippable items, and then will not be fulfilled (and therefore invoiced) until the shippable items are fulfilled.

Difference between Drop Shipment and Back to back
• In B2B the source will be internal but the item would be procured after the order is created or after the demand is made.
• In Drop Ship the source will be external
• In Drop Ship orders, material is directly shipped to the customer from the supplier. Thus, inventory is not affected. In this case, only logical receiving is done. But in the case of Back-to-Back orders, material is taken from inventory.
• Drop Ship orders may have many Purchase Orders connected to them. In Back-to-Back orders one PO is tied to one Sales Order.

O to C Navigations:
1. SO Entry -Orders, Returns>Sales Orders or select the New Order button at the bottom of the Order Organizer (Orders, Returns>Order Organizer)
2. Payment Terms are user-definable and must be set-up in advance (Setup >Orders > Payment Terms). Again, you may override the default value in this field.
3. Pick Release - Shipping > Release Sales Orders > Release Sales Orders
4. Ship Conform - Shipping > Transactions
5. Price list - Pricing>Price Lists >Price List Setup
6. Auto Invoice Master Program - Interfaces > AutoInvoice > (B) Single Request > (B) OK
7. Invoice interface - Control > AutoInvoice > Interface Lines
8. Invoice interface Exception - Control > AutoInvoice > Interface Exceptions
9. Invoice - Transactions >Transactions.
10. Receipt - Receipts > Receipts

Windows7 Compatable software's

Windows7 includes a number of new features, such as advances in touch and handwriting recognition support for virtual hard disk, improved performance on multi-core processors, improved boot performance and kernel improvements

Browsers

IE8(only IE8 and above)

Messengers

POD-3.6

Yahoo

G talk

Media Players

VLC Media Player

Zoom Player

Win-Media Player Classic 12.0

Apple QuickTime

Audacity

Foobar 2000 0.9.6

Winamp

WinDVD

PowerDVD

MS Office

Microsoft Office 2003 Professional SP3

Microsoft Project Professional 2003

Microsoft Office 2007 SP1

Adobe Reader 9.0

ERP Softwares

Oracle 11.5.10.2 and Jinitiator -1.3.1.25, 11i application will not open directly in windows7

machine with IE8, please click ‘HERE’ to get the steps to open oracle apps in windows7.

Oracle R12 and Java-6.

Siebel CRM Applications – version:8

SAP GUI

HP Automation Tools

Quality Center -10

QTP-10

VPN

Juniper VPN -6.3

Cisco VPN 5.0.x.xx

Uninstall any previous version of Cisco VPN client that you may have installed

Reboot

Download the Citrix DNE Update and install it.

Reboot

Take ownership and delete ndis.sys (in c:\windows\system32\drivers).

Take ownership and delete ndis.sys.mui (in C:\windows\system32\drivers\en-us).

Install Cisco VPN Client 5.0.04.0300.

Reboot

Windows 7 will repair itself (should take a few seconds) and automatically reboot.

Cisco VPN Client should work without any other tweaks

Others:

Oracle 9.2 ( It will give warning message while installing if still click on continue it will get install properly)

TOAD 7.6

Winzip and Win Rar

Telnet will not work in wndows7 by default. Installation :
Click on Start Menu >> Control Panel >> Programs
Click on Turn Windows Features On or Off and Mark Telnet Client and click OK

New features in QTP 10

New Features in QuickTest Professional-10

Perform single user Local system monitoring while running scripts

Saving tests together with their resource files

Call actions dynamically during the test run

Develop your own bitmap checkpoint comparison algorithm

Improved test results analysis with new reporting functionality…etc

New Supported Operating systems and Environments

1. Microsoft Windows 2008 Server 32-bit & 64-bit Edition

2. Microsoft Windows Vista, Service Pack 1, 32-bit & 64-bit Edition

3. Microsoft Windows XP Professional 32-bit Edition—Service Pack 3

4. Citrix Presentation Server 4.5

5. Microsoft Internet Explorer 8, Beta 2

6. Mozilla Firefox 3.0.x

7. Delphi: IDE, versions 6, 7, and 2007 (for controls based on the Win32 VCL library)

8. SAP: CRM 2007 (For controls that support test mode enhancements. Requires SAP notes: 1147166, 1066565, and 1002944. Later SAP notes related to test mode enhancements are not supported.)

9. Java: IBM 32-bit JDK 1.5.x, SWT toolkit version 3.4 & Java Extensibility: Eclipse IDE 3.4

10. .NET: .NET Framework 3.5—Service Pack 1

Small change in Installation process

Saving together with their resource files and dependent

When you moving to onsite if you want save all scripts from QC to your local system, if you have your resources file in different place it QC or you are calling other scripts in another scrpt in QTP 9.5 we have save all data individually and need to map them again.

But in QTP 10 , ‘Save Test with Resources’ option can be used for when you saving any script from Quality Center to your local drive , it will automatically save the all dependent resource files and external scripts to local drive.

After saving it will show the screen with all destination path details in detailed

Local System monitoring at run time

Now using QTP 10 we can monitor the local system, means while running script how much memory application is using at each step. In functional testing also we can get the some performance details also...

Call actions dynamically during the test run

Now we can call external actions dynamically while running the script using 'Loadandrunaction' command in QTP 10. No need to use 'Call to exisiting action' or 'copy to exisiting action'.

New feature in Reporting

Now in QTP 10, we can export the Test result summary to 'Word document' or 'PDF' format with screens. Only web application screen we cannot export to document. Till QTP 9.5 we can export to only HTML format.

Please contact me for more information...