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iProcurement Features & Functions

iProcurement Features & Functions The Department of Procurement & Contracts Objectives Review the Internet Procurement (IP) application. Look at the components of IP Home Page, Requisition Creation, Requisition Research, Approvals, Receiving, & Profile setting.

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iProcurement Features & Functions

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  1. iProcurement Features & Functions The Department of Procurement & Contracts www.csc.cps.k12.il.us\purchasing

  2. Objectives • Review the Internet Procurement (IP) application. • Look at the components of IP • Home Page, Requisition Creation, Requisition Research, Approvals, Receiving, & Profile setting. • Take a quick glance at Item Catalogs www.csc.cps.k12.il.us\purchasing

  3. What is iProcurement? • iProcurement provides a web based method for requestors to create requisitions, research the status of requisitions, and receive (PODUP) delivered orders into the system. www.csc.cps.k12.il.us\purchasing

  4. Benefits of iProcurement • IP brings together all of the aspects of creating, manipulating, and researching requisitions into a single user friendly system. • The screens are clearly labeled, laid out, and easy to understand. • Screens guide the requestor through the entire process from start to finish. • Checkout options are easy to understand and the design keeps you out of trouble. • Real Time information. www.csc.cps.k12.il.us\purchasing

  5. Benefits of iProcurement • Receiving and making corrections to receipts has never been easier. • IP is web based for ease of access and resembles many internet shopping sites. • Navigating through the IP system is done by clicking buttons and links as opposed to opening and closing forms. www.csc.cps.k12.il.us\purchasing

  6. The Home Page www.csc.cps.k12.il.us\purchasing

  7. Parts of the Home Page • Page Tabs and Buttons • Links www.csc.cps.k12.il.us\purchasing

  8. Parts of the Home Page • Greeting and General Information • Purchasing News www.csc.cps.k12.il.us\purchasing

  9. Parts of the Home Page • To Do List • See requisitions pending your approval • Reassign this responsibility when you’re gone www.csc.cps.k12.il.us\purchasing

  10. Parts of the Home Page • Requisitions at a Glance www.csc.cps.k12.il.us\purchasing

  11. Parts of the Home Page • Categories and Lists for browsing. www.csc.cps.k12.il.us\purchasing

  12. The Home Page www.csc.cps.k12.il.us\purchasing

  13. My Profile • Accessed with the My Profile tab • Allows us to enter default information to be applied to requisitions created www.csc.cps.k12.il.us\purchasing

  14. It’s time to Shop • Access the shopping page from the home page. • Shopping Tab • Shopping Link www.csc.cps.k12.il.us\purchasing

  15. Shopping Page www.csc.cps.k12.il.us\purchasing

  16. Shopping www.csc.cps.k12.il.us\purchasing

  17. The Results Page www.csc.cps.k12.il.us\purchasing

  18. Selecting Items Items can be selected one or several at a time by clicking the check box to the left of the desired items. • Checked items can be unchecked if necessary by clicking them again. www.csc.cps.k12.il.us\purchasing

  19. Acting on Selected Items • Once items are selected, you can: • Compare them, if two or more items are selected • Add them to your favorites list • Add them to your cart www.csc.cps.k12.il.us\purchasing

  20. The Results Page - Compare Selecting multiple items and clicking the Compare button will display the items for side-by-side comparison. www.csc.cps.k12.il.us\purchasing

  21. Add to Favorites • Select the items to be added and then click the Add to Favorites button. www.csc.cps.k12.il.us\purchasing

  22. Add to Favorites • The items will be here for future use www.csc.cps.k12.il.us\purchasing

  23. Add to Cart • Select and click the Add to Cart button. www.csc.cps.k12.il.us\purchasing

  24. The Shopping Cart www.csc.cps.k12.il.us\purchasing

  25. The Shopping Cart www.csc.cps.k12.il.us\purchasing

  26. Checking Out • When you have everything in your cart that you want, proceed to checkout. www.csc.cps.k12.il.us\purchasing

  27. Delivery Information • Need by date • Who it’s going to • Where it’s going www.csc.cps.k12.il.us\purchasing

  28. Enter Billing Information www.csc.cps.k12.il.us\purchasing

  29. Review Charge Accounts • Charge Accounts are built by the account generator • Charge Accounts can be manually changed www.csc.cps.k12.il.us\purchasing

  30. Final Review of Charge Accounts • Multiple distributions are indicated by a “Multiple” link in the Charge Account field. www.csc.cps.k12.il.us\purchasing

  31. Enter Notes & Attachments www.csc.cps.k12.il.us\purchasing

  32. Review Approver List • Multiple factors can be used to determine if further approval is needed for the requisition. If not, you can choose to continue or add additional approvers. www.csc.cps.k12.il.us\purchasing

  33. Review List & Enter Justifications • Add approvers as desired www.csc.cps.k12.il.us\purchasing

  34. Review and Submit www.csc.cps.k12.il.us\purchasing

  35. Confirmation Page www.csc.cps.k12.il.us\purchasing

  36. Requisition Status • Find information about a requisition from either the “Requisitions at a Glance” region or by clicking the “Check Requisition Statue” button on the Home Page. www.csc.cps.k12.il.us\purchasing

  37. Requisition Status • From the Requisitions at a Glance • Click link under Status • Click link under Requisition www.csc.cps.k12.il.us\purchasing

  38. Action Buttons • Copy to Cart • This creates a new shopping cart using the selected requisition as a template. Use this to create a duplicate requisition. • Cancel • This will cancel the requisition. This only works on a requisition that has no part of it placed on a purchase order. www.csc.cps.k12.il.us\purchasing

  39. Action Buttons • Withdraw • This will withdraw an approved requisition as long as no part of it has been placed on a purchase order. • Resubmit • Use this to make modifications and resubmit a Returned or Rejected requisition. www.csc.cps.k12.il.us\purchasing

  40. Receiving www.csc.cps.k12.il.us\purchasing

  41. Receiving www.csc.cps.k12.il.us\purchasing

  42. Receiving • Add your quantities • Click the Receive button www.csc.cps.k12.il.us\purchasing

  43. Receiving • Add info about the receipt • Either for the entire receipt • Or for each line separately www.csc.cps.k12.il.us\purchasing

  44. Receiving • Click Submit when done and your receipt is made. www.csc.cps.k12.il.us\purchasing

  45. Catalogs & Lists • The purchasing department can maintain Public Lists of their choosing. www.csc.cps.k12.il.us\purchasing

  46. Catalogs & Lists • Requestors see what you want them to see. www.csc.cps.k12.il.us\purchasing

  47. Conclusion • Oracle’s self service iProcurement application is designed to make it easier for a requestor to create requisitions. • There is a very informative home page that acts as the starting point for the requestor’s processes. • Both shopping and receiving have been made easier for the requestor. www.csc.cps.k12.il.us\purchasing

  48. Conclusion • Core users typically find it easier to understand and to use since the IP application takes you step-by-step through each process with simple steps. • Instructions are often given on each page. • People new to Oracle will find it easy to understand and seasoned core users will find it easy to transition to. www.csc.cps.k12.il.us\purchasing

  49. Questions? www.csc.cps.k12.il.us\purchasing

  50. Thank You www.csc.cps.k12.il.us\purchasing

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