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Demonstration Services Pre-Implementation Services

Basic Procurement (P2P) Demonstration w/ Design Session (5 Hours)

  • Basic Procurement (P2P) Demonstration w/ Design Session (5 Hours)

Description

Purchase Terms

Introduction:

Welcome to the Basic Procurement (P2P) Demonstration with Design Session service.

The procure-to-pay process, also known as req-to-check, refers to the tasks required for a purchasing requisition to a payment.  This demonstration uses a self-service requisition to create the order and 3 different methods of invoice creation to settle it (online entry, OCR/IDR creation, and supplier portal entry).

Ensure your team understands how to operate Oracle Cloud AND knows value levers within Procurement Cloud designed to deliver supplier self-service, requester self-service, and round-trip processing.

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

  • Create a single line (high qty) purchase requisition linked to a blanket purchase agreement with auto PO creation
  • View auto-created purchase order
  • Change the purchase order
  • Receive 1/3 of the purchase order…then receive another 1/3 of the order…then receive the final 1/3 of the order.
  • Create an online invoice for 1/3 of the PO
  • Email an invoice image to IDR with the second 1/3 of the PO
  • Review the invoice created
  • Create a PO invoice for the final 1/3 using the supplier portal
  • Ensure suppliers are enabled for “Round-Trip” processing using IDR

 

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 Financials Cloud applications & processes (Payables).
  • 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 PURCHASE ORDERS application & business processes
  • Oracle Cloud’s PURCHASE AGREEMENTS application & business processes
  • Oracle Cloud’s MY RECEIPTS application & business processes
  • Oracle Cloud’s INVOICES application & business processes
  • Oracle Cloud’s PAYMENTS 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 self-service, catalog-based (definitional item) purchase requisition for 12 “X”
  2. PURCHASE ORDERS
    • Auto-create the purchase order from the above purchase requisition
  3. PURCHASE AGREEMENTS
    • Understand the impact of the agreement on the purchase order
  4. MY RECEIPTS
    • Receive 5 of “X” (used for online)
    • Receive 4 of “X” (used for IDR)
    • Receive 3 of “X” (used for supplier portal)
  5. INVOICES
    • Create online invoice
    • Create IDR invoice
    • Create supplier portal invoice
    • Validate all invoices
  6. PAYMENTS
    • Pay all invoices
  7. DESIGN DISCUSSION
    • Self-service versus full-service
    • Draft carts versus shopping carts
    • Using agreement to validate remote (punch-out) pricing
    • When to use portal, IDR and Oracle Business Network (OBN)

Milestones:

The MILESTONES for this service are as follows:

  • This service has NO milestones

 

Deliverables:

The DELIVERABLES for this service are as follows:

  • The service provider will deliver a demonstration “script”
  • The service buyer will confirm completion of this service (in Panameer) within 48 hours
  • 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 PURCHASE AGREEMENTS application (30 minutes)
    • Walk thru the PURCHASE ORDERS application (30 minutes)
    • Walk thru the MY RECEIPTS application (15 minutes)
    • Walk thru the INVOICES application (30 minutes)
    • Walk thru the SUPPLIER PORTAL application (15 minutes)
    • Walk thru the PAYMENTS 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.

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