Service Providers
Search Now
Service Providers
Search Now

Advanced Procurement Demonstration w/ Design Session (5 Hours)

Description

Purchase Terms

Introduction:

Welcome to the Advanced Procurement Demonstration w Design Session service.

The source-to-catalog process refers to the tasks required for procurement to define the source and price of an item as well as the method of presenting that item to the requesters for purchase.

In this service, you/your procurement team will learn how to:

  • Use an approved free-form requisition line to
    • Request a supplier to register (including a pre-purchase contract/MSA)
    • Perform “core” supplier or sub-consultant qualifications
    • Initiate the creation/publication of a negotiation (sourcing event)
  • Create a contract record when that sourcing event has been closed
  • Complete, award, and notify bidders when that contract has been signed
  • Create the downstream order or agreement from within the contract
  • Use the agreement line to create one or more self-service items or display the agreement for future pricing
  • Expose that item to the correct requesters
  • Align the item(s) with the correct category(s)

 

Purpose:

The PURPOSE of this service is to:

  • Learn how to use Oracle Cloud’s Procurement Cloud applications & processes.
  • Learn how to use Oracle Cloud’s OTBI applications (dashboards).
  • See where Oracle Cloud has designed industry best practices into the software
  • Learn how to UNLOCK THE POWER OF ORACLE CLOUD

Scope Areas:

The SCOPE AREAS for this service are as follows:

  • Oracle Cloud’s PURCHASE REQUISITIONS application & business processes
  • Oracle Cloud’s SUPPLIER REGISTRATION application & business processes (discussion only)
  • Oracle Cloud’s SUPPLIER QUALIFICATION application & business processes (discussion only)
  • Oracle Cloud’s NEGOTIATIONS application & business processes
  • Oracle Cloud’s SUPPLIER PORTAL application & business processes
  • Oracle Cloud’s CONTRACTS application & business processes (discussion only)
  • Oracle Cloud’s PURCHASE AGREEMENTS application & business processes
  • Oracle Cloud’s CATALOGS application & business processes
  • A procurement DESIGN DISCUSSION

 

NOTE: this service provider created Panameer’s Procurement Cloud & Enterprise Contracts free end-user training content (courses)!

 

Location:

The LOCATION of this service is as follows:

  • REMOTE – all sessions will be broadcast via Teams to the service buyer/enterprise.

 

Tasks:

The TASKS per SCOPE AREA for this service are as follows:

 

  1. PURCHASE REQUISITIONS
    • Create a full-service, non-catalog-based purchase requisition using a smart form (commodity guided buying)
    • Use the request type to communicate the purchase rules to the buyer
  2. PROCESSING REQUISITIONS
    • Access the “Sourcing Workbench” (Process Requisitions) to create the negotiation
  3. NEGOTIATIONS
    • Create and publish the negotiation
    • Spawn the contract record
    • Complete and award the negotiation
  4. PURCHASE AGREEMENTS
    • Create the blanket purchase agreement from within the contract
  5. CATALOG
    • Create the local catalog using the blanket purchase agreement
    • Expose the local catalog to the right group of requesters
  6. DESIGN DISCUSSION
    • Discuss using the supplier portal to allow suppliers to self-manage their local catalogs
    • Discuss procurement catalog category hierarchies (PCCH
      • How it effects reporting
      • How it effects buyer assignment
      • How it effects GL assignment
      • How it effects smart forms (guided buying)
    • Discuss buying channels
    • Discuss sub-consultants
    • Discuss core versus extended supplier qualification
    • Discuss replacing Cognibox

 

Milestones:

The MILESTONES for this service are as follows:

  1. This service has NO milestones.

 

Deliverables:

The DELIVERABLES for this service are as follows:

  1. The service provider will deliver a demonstration “script”.
  2. The service buyer will confirm completion of this service (in Panameer) within 48 hours.
  3. The service buyer will rate the service provider (in Panameer) within 48 hours.

Schedule:

The SCHEDULE for the SCOPE AREAS listed above are as follows:

  1. SESSION ONE
    • Walk thru the PURCHASE REQUISITIONS application (30 minutes)
    • Walk thru the SUPPLIER REGISTRATION application (15 minutes)
    • Walk thru the SUPPLIER QUALIFICATION application (15 minutes)
    • Walk thru the NEGOTIATIONS application (30 minutes)
    • Walk thru the CONTRACTS application (15 minutes)
    • Walk thru the PURCHASE AGREEMENTS application (30 minutes)
    • Walk thru the CATALOGS application (30 minutes)
    • Walk thru the SUPPLIER PORTAL application (15 minutes)
  2. BREAK (60 minute)
  3. SESSION TWO
    • Design Discussion (60 minutes).

 

Settlement Details:

The SETTLEMENT details for this service are as follows:

  1. This service is paid for in advance of being delivered.
  2. To purchase this service, the service buyer must perform the following steps:
    • Click the BUY NOW button.
    • Pay using the CREDIT/DEBIT CARD option.
  3. The service provider will receive a notification immediately.
  4. The service provider will message the service buyer for dates and times within 24 hours.
  5. Both parties will select a day/time within 48 hours of the purchase notification.
  6. The service provider will perform the training sessions.
  7. The service buyer will confirm & rate the service within 48 hours of completion.

 

Assumption(s):

The ASSUMPTIONS for this service are as follows:

  • All SCOPE AREAS are included in the price of this service as defined above.
  • The provider will configure an Oracle Cloud instance (in preparation for sessions).
  • The provider will create a script listing the steps/tasks to be executed.
  • The provider will pre-test the instance using the script.
  • The provider will provide the script to the service buyer (helpful for note-taking).
  • The provider will perform the session.
  • All sessions can be recorded by Panameer only.
  • All sessions require permission from Panameer’s management for rebroadcast.
  • All sessions are limited to Oracle Cloud delivered applications and functionality.

Still Have Questions?

Quick Chat
Click to schedule a QUICK CHAT with this Service Provider.