Overview
This Oracle Procurement Cloud: Procurement Implementation ED5 training covers mandatory tasks that need to be performed once the system has been installed and provisioned for your use. Expert Oracle University instructors will help you explore common administration and configuration tasks through interactive instruction and demonstrations, as well as hands-on activities.
Learn To:
- Navigate the application and the new functional setup manager.
- Configure components for creating and maintaining Oracle Procurement Cloud.
- Describe the Oracle Procurement Cloud security methodology.
- Perform basic Oracle Procurement Cloud catalog content setup.
- Set up business units and other Oracle Applications Cloud common enterprise structures for use in Oracle Procurement Cloud.
- Perform required Oracle Procurement Cloud configurations that support all Procurement Cloud applications.
Benefits to You
Ensure a smooth, rapid and successful implementation of Oracle Procurement Cloud. Better understand the application and configuration options so you can make improved decisions during your implementation. Optimize the set up so you can efficiently manage and improve your supplier negotiations, buying and collaboration.
Deep Dive into Foundational Topics
This course deep dives into foundational topics to help you develop a base level understanding of Oracle Cloud Procurement. You'll gain hands-on experience setting up various areas of the product.
Please Note
This course is not focused on end-user tasks, features or functions. However, it does provide a basic introduction to the features and applications you're configuring. It's relevant to any customers using Cloud Applications through Release 13.17.09 and is appropriate for both Oracle Cloud and on-premises deployments.
No hands on lab environment is available for the TOD course format.
Who should attend
Implementation Consultant
Course Objectives
- Understand the relationship between Oracle Coud applications and Oracle ERP Cloud
- Use basic navigation and describe principle features of Oracle Cloud applications
- Identify the key concepts of Oracle Procurement Cloud that determine a successful implementation
- Use Oracle Setup and Maintenance to implement Oracle Procurement Cloud
- Describe the Oracle Procurement Cloud security methodology
- Use Oracle Procurement Cloud to perform functional (or transactional) tasks
Product Description
- Understand the Oracle Procurement life cycle
- Oracle Procurement Cloud
- Using Setup and Manitenance with the Procurement Cloud Offerings
- Common Application Configuration and Procurement
- Secure Oracle Procurement
- Define Approval Management
- Set Up the Procurement Common Functions
- Define and Manage Suppliers
- Use Supplier Agreements
- Administer Procurement Catalogs
- Manage Requisitions
- Manage Purchase Orders
- Use Self-Service Receiving
- Set Up and Manage Supplier Qualification Management
- Set Up and Manage Fusion Sourcing
- Set Up and Manage Procurement Contracts
- Procurement Cloud Integration
Outline
Understand the Oracle Procurement life cycle
- Understand the basic user interface features of Oracle Cloud applications
- Describe the key processes and concepts of Oracle Procurement Cloud
- Understand the Oracle Procurement life cycle
Oracle Procurement Cloud
- Explain the procurement product strategy
- Identify Procurement deployment options
- Describe the integration of the Oracle Procurement Cloud applications
Using Setup and Manitenance with the Procurement Cloud Offerings
- Describe Oracle Procurement Cloud Setup and Maintenance
- Browse and configure Oracle Procurement Cloud offerings
- Generate a list of setup tasks
- Perform setup tasks to enter setup data
- Maintain your implementation over time
- Explain the different possible implementation methodologies
Common Application Configuration and Procurement
- Understand the purpose of the common applications configurations
- Identify the critical common applications configurations for Procurement
- Understand the requirements for enterprise configuration
Secure Oracle Procurement
- Understand the Procurement security methodology
- View security details such as role definitions and the roles provisioned to users
- Determine the usefulness for your enterprise of the delivered security reference implementation
- Determine the usefulness for your enterprise of Human Capital Management (HCM) security profiles and role provisioning rules
- Identify the components of data security and tasks associated with these components
- Assign Procurement users the functions of a procurement agent
- Explore the Security Console to configure and extend the security reference implementation
Define Approval Management
- Understand the approval management workflow
- Set up approval management
- Understand approval policy configuration
- Describe steps for defining approval groups
- Manage, edit, and deploy approval rules
- Create approval rule conditions
Set Up the Procurement Common Functions
- Identify common procurement tasks
- Configure required common procurement tasks
- Identify common purchasing tasks
- Configure required common purchasing tasks
Define and Manage Suppliers
- Explain purpose and use of the Oracle Supplier Model Cloud within Oracle Procurement Cloud
- List the benefits provided to suppliers by Oracle Supplier Portal Cloud
- Explain the methods available for registering suppliers
- Identify the job roles available to be provisioned to Oracle Supplier Portal Cloud users
- Implement Supplier Model and Supplier Portal
Use Supplier Agreements
- Differentiate between the different types of supplier agreements
- Identify the use case for each type of supplier agreement
- Create the different types of supplier agreements
Administer Procurement Catalogs
- Identify Oracle Self Service Procurement Cloud setup tasks and profile options
- Manage value sets and descriptive flexfields for information templates
- Create, manage, and secure catalogs
- Understand Supplier Content Map Sets
- Create local and informational catalogs
- Create and manage public shopping lists
- Create and manage smart forms
- Understand content zones
Manage Requisitions
- Understand the basics of requisition management
- Manage requisitions
- Create and modify approved orders from requisition demand
Manage Purchase Orders
- Understand the components and use of purchase orders
- Create purchase orders
- Maintain purchase orders
- Understand setup options related to purchase orders
Use Self-Service Receiving
- Understand where Self-Service Receiving fits in the procurement process
- Identify the purpose of Self-Service Receiving
- Create a self-service receipt
Set Up and Manage Supplier Qualification Management
- Describe the purpose and functionality provided by Oracle Supplier Qualification Management Cloud
- Configure questions, qualification areas, and models to support business objectives
- Launch an initiative to create a questionnaire to gather qualification-related information
- Perform necessary tasks to implement Supplier Qualification Management
Set Up and Manage Fusion Sourcing
- Set up and manage Oracle Sourcing Cloud
- Explain the purpose of Oracle Sourcing Cloud within the Oracle Procurement Cloud suite of products
- Use the core functionality in Oracle Sourcing Cloud
- Perform the necessary tasks to implement Oracle Sourcing Cloud
Set Up and Manage Procurement Contracts
- Explain the functionality and benefits of Oracle Procurement Contracts Cloud
- Create contracts and set up the Terms and Conditions Library
- Perform necessary tasks to implement Oracle Procurement Contracts Cloud
Procurement Cloud Integration
- Identify the Oracle Procurement Cloud integration options
- Use the Help Center to locate integration assets
- Discuss integration examples