Purchase Terms
Introduction:
Welcome to the Oracle Cloud Buyer Training service.
Buyers are responsible for creation and management of purchase transactions (purchase requisitions, purchase orders, receipts, and purchase agreements) and their resolution with settlement transactions (credits and invoices) in Oracle Cloud.
In this service, you/your buyer team will learn how to:
- Structure Requisition “Request Types” to convey purchase instructions
- Negotiate sourcing events with suppliers
- Create procurement contracts from within sourcing events/negotiations
- Create purchase agreements or purchase orders from within contract lines
- Create catalogs from purchase agreements
- 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 buyer-specific applications and processes
- 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 NEGOTIATIONS application & business processes
- Oracle Cloud’s CONTRACTS application & business processes
- 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:
- PURCHASE REQUISITIONS
- Create free-form text (non-negotiated content) purchase requisition
- NEGOTIATIONS
- Create negotiation from approved purchase requisition
- Validate requirements (extended qualifications)
- Initiate the contracting process
- Complete the sourcing process
- CONTRACTS
- Author the contract document
- Approve the contract transaction
- Digitally sign the contract document
- Create the downstream fulfillment transactions
- PURCHASE AGREEMENTS
- Import blanket purchase agreements
- Create contract purchase agreement (for remote catalog)
- CATALOGS
- Create local catalog
- Expose catalog to requesters
- DESIGN DISCUSSION
- Segmenting purchasing based on commodities
- Buying channels (overview only)
- Creating a guided buying experience
- Suggested KPIs and dashboards
- Starting with settlement in mind
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 training “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:
- SESSION ONE
- Walk thru the PURCHASE REQUISITIONS application (15 minutes)
- Walk thru the NEGOTIATIONS application (60 minutes)
- Walk thru the CONTRACTS application (60 minutes)
- Walk thru the PURCHASE AGREEMENTS application (30 minutes)
- Walk thru the CATALOGS application (15 minutes)
- BREAK – 60 minutes.
- SESSION TWO
- Design Discussion (60 minutes).
Settlement Details:
The SETTLEMENT details for this service are as follows:
- This service is paid for in advance of being delivered.
- To purchase this service, the service buyer must perform the following steps:
- Click the BUY NOW button.
- Pay using the CREDIT/DEBIT CARD option.
- The service provider will receive a notification immediately.
- The service provider will message the service buyer for dates and times within 24 hours.
- Both parties will select a day/time within 48 hours of the purchase notification.
- The service provider will perform the training sessions.
- 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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