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Demonstration Services Pre-Implementation Services

Procurement Cloud Buying Channel Demonstration w Design Session (5 Hours)

  • Procurement Cloud Buying Channel Demonstration w Design Session (5 Hours)

Description

Purchase Terms

Introduction:

Welcome to the Procurement Cloud Buying Channel Demonstration w Design Session service.

Buying channels align the process executed by operations with the strategy defined by the CPO or equivalent.  They ensure your organization is using the correct mix of procurement applications for each type of procurement.

In this service, your buying organization (fulfillment and settlement) will learn how to:

  • Create unique buying channels based on a type (scenario, commodity, purchase type, etc.)
  • Define specific rules for each channel
  • Define how to process or which transaction to create within each channel
  • Tag every transaction within each buying channel with that buying channel
  • Create KPI reporting at the buying channel level
  • Create LOB level reporting to manage the buying process by channel

 

Purpose:

The PURPOSE of this service is to:

  • Learn how to use Oracle Cloud’s Procurement Cloud functions and applications (Procurement).
  • Learn how to use Oracle Cloud’s Financials Cloud functions and applications (Payables).
  • Learn how to create, manage, and report on organizationally defined groupings of P2P transactions
  • 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 request types
  • Oracle Cloud’s PURCHASE ORDERS document styles
  • Oracle Cloud’s NEGOTIATION styles
  • Oracle Cloud’s CONTRACT types
  • Oracle’s OTBI analysis & dashboards
  • Oracle Cloud’s Procurement Catalog Category Hierarchy (PCCH) structures

 

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

 

Location:

The LOCATION for 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. OVERVIEW & EXPLANATION
    • What is the strategic purpose of your procurement organization?
    • How do we use buying channel to enforce strategic directives?
    • What are some example types of buying channels?
  2. PURCHASE REQUISITIONS
    • How to tag your purchase requisition with its buying channel
    • Do all requisitions get tagged or do we focus on a particular type?
  3. NEGOTIATIONS
    • How the tag tell the buyer how to process the requisition
    • Choose the correct style an publish the Negotiation
  4. PROCUREMENT CONTRACT
    • Aligning contract types to support the tags
  5. OTBI
    • Create analysis that measure the directives
    • Create pages to organize the analysis
    • Create dashboards that organize the pages
  6. DESIGN DISCUSSION
    • Using the PCCH to organize channels or purchases
    • Creating a guided buying experience

 

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 design discussion “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
    • Overview of BUYING CHANNELS  (60 minutes)
    • Walk thru the PURCHASE REQUISITIONS application (30 minutes)
    • Walk thru the NEGOTIATIONS application (30 minutes)
    • Walk thru the CONTRACTS application (30 minutes)
    • Walk thru the OTBI process (30 minutes)
  2. 60 minute break.
  3. SESSION TWO
    • How to build buying channels in your organization (60 minutes).
    • How to use the BUYING CHANNEL WORKSHEET

 

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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