Tuesday, March 5, 2024

Oracle Fusion Cloud Procurement Configuration: A Quick Walkthrough

 Enterprise Structure



Oracle Fusion Self-Service Procurement
  • 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


Purchase Requisitions


Smart Form
  • “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

Smart Form

Shopping List

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 Agent
  • 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




No comments:

Post a Comment