Enterprise Structure
- Requisition
- A purchase requisition is an initial internal request made by an employee who needs to acquire goods or services for the business.
- Self-Service Procurement
- Self Service Procurement delivers a user experience similar to the best consumer web sites. Employees can easily search, use shopping lists, browse categories, and find what they need.
Configure Requisitioning Business Function
- “Smart Form” is a simplified form for the users to order goods or services for Non-Catalog Requisitions.
- It supports defaulting of information, editing control, and limited extension capability.
- Smart Forms are configurable templates (and attributes).
Smart Form - Business Case / Examples
- Business Cards
- T-Shirt/Jacket
Shopping List
- A shopping list is a collection of items (master items) as well as agreement lines-based items.
- The purpose of a public shopping list is to provide a quick one stop collection of items that are likely to be ordered together by the requesters in the organization.
Purpose of Shopping List
- Are there a standard set of items or services that are available to a common number of requesters?
- Is there a case for repeat usage?
- Is the number of items large enough to save time and effort in searching each time?
Shopping List - Business Case / Examples
New Employee Welcome Kit
- Laptop
- Mouse
- Laptop Bag
- Cell Phone
- Smart Watch
- Access/ID Card
- T-Shirt/Jacket
- Scribbling Pad/Notebook
- Pen
- Café Mug, etc.
Smart Form vs. Shopping List
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Smart Form |
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A smart form is used to define noncatalog request forms. It cannot be used to request Inventory items. |
The requirement to enter stackable inventory items can be full filled using Shopping List. |
Configure Procurement Business Function
- Buyer: Procurement professional responsible for transactional aspects of the procurement processes.
- Agent: Defining an agent’s data access to procurement functionality within a procurement business unit.
Transaction Account Builder