TABLE OF CONTENTS

DOCUMENT HISTORY 4

UPDATE 17C 4
Revision History 4
Overview 4
Purchasing 5
Override First Approver for Purchase Orders 5
Acknowledgment Controls Defaulting for Purchase Orders 5
Update Purchase Order Agreements Using File-Based Data Import 5
Descriptive Flexfield Inheritance Between Requisitions and Purchase Orders 6
Enhanced Messages for Account Generation Failures 6
Remove Budgetary Control-Related Restrictions When a Purchase Order is Not Holding Funds 6
Report Using the Procure to Pay Subject Area 6
Self Service Procurement 6
Assign All Lines on a Requisition to the Same Buyer 6
Retain Last Assigned Buyer for Returned Lines 6
Use a Purchase Agreement Across Supplier Sites 7
Sourcing 7
Track and Audit Supplier Actions 7
Ensure Supplier Communication in Preferred Language 7
Consolidate Negotiation Lines on Purchase Order 7
Supplier Qualification Management 7
Share Qualifications and Assessments with Suppliers 7
Improved Management of Automation Errors 8

UPDATE 17B 8
Revision History 8
Overview 8
Cross-Product Procurement Enhancements 9
Analytic-Driven Infolets on the Home Page and Work Area Landing Page 9
Select and Access Favorites 10
Purchasing 10
Purchase Orders Work Area Landing Page 10
Agreements Work Area Landing Page 11
Manage Supplier Acknowledgments 11
Enable Electronic Signature of Procurement Documents 12
Reporting 12
Budgetary Control - Grants Funding Sources 12
Budgetary Control - Funds Reservation 12
Period-End Processing 12
Keyword Search 13
Outside Processing 13
Outbound Integration Events 13
Provide Details for Human Workflow Issues that Cause PO Rejection 13
Self Service Procurement 14
Shopping Experience 14
Mobile Requisition Application 14
Internal Material Transfer 14
Budgetary Control 14
Multiple-Grant Support 15
Outside Processing 15

2
 Punchout Setup Diagnostic Tools 15
Supplier Model 15
Full Supplier Profile Change Management 15
Inbound Supplier Web Service 15
Supplier Portal Work Area Landing Page 16
Search Suppliers 16
Communicate New Supplier Documents 16
Import Supplier Profile Attachments 16
Support Batch Processing in Supplier Import 17
Create Suppliers from Existing Party Using Supplier Import 17
Sourcing 17
Team Scoring 17
Sourcing Programs 17
Negotiation Abstracts 18
Supplier Response Tabulation 18
Award Notice 18
Negotiations Work Area Landing Page 18
Question Library Scoring 19
Remove Managers from the Collaboration Team 19
Price Visibility Control 19
Supplier Lock Out 19
Outside Processing 19
Supplier Qualification Management 20
Qualification and Assessment Scoring 20
Automatic Evaluation 20
Automatic Acceptance of Responses 21
Event-Based Initiative and Qualification Creation 21
Cancellation of Future-Dated Qualifications and Assessments 21
Supplier Qualification Work Area Landing Page 21
Additional Notifications 22

3
DOCUMENT HISTORY

This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:

Date Update Version Notes

11 AUG 2017 Update 17C New features delivered in update 17C.

07 APR 2017 Update 17B New features delivered in update 17B.

UPDATE 17C

REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:

Date What's Changed Notes

11 AUG 2017 Initial Document Creation.

OVERVIEW
Oracle Procurement Cloud provides a complete source-to-settle solution to help you:

Increase influence over spend and procurement practices

Deliver measurable value through enabling cloud technologies
Improve efficiency through more effective collaboration
Simplify, standardize, and automate the source-to-settle process

Oracle Procurement Cloud supports both transactional procure-to-pay flows from requisitions through purchase
orders, receipts, and invoices, as well as strategic areas around sourcing, contracting, and advanced supplier
management.

This update provides a number of new enhancements that help you gain more value from your procurement
processes.

DISCLAIMER

The Information contained in this document may include statements about Oracles product development
plans. Many factors can materially affect Oracles product development plans and the nature and timing of
future product releases. Accordingly, this Information is provided to you solely for information only, is not a
commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or functionality described remains at the sole
discretion of Oracle.

4
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or
affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices
and Terms of Use for further information.

PURCHASING

OVERRIDE FIRST APPROVER FOR PURCHASE ORDERS

Currently, requesters can be given the option to specify the overriding approver used to start requisition
approval routing.

You can now use the original overriding approver from the originating requisition on purchase orders and related
change orders to determine the approval routing of the resulting purchase order and related change orders. This
ensures that the approvers of the originating requisition are able to approve any changes introduced later in the
procurement process and maintain compliance with approval policies.

This capability provides additional approval flexibility, maintains the integrity of the approval process (change
orders have the same functionality as the original requisition), and ensures consistent business controls
throughout the purchasing process.

ACKNOWLEDGMENT CONTROLS DEFAULTING FOR PURCHASE ORDERS

In many cases, suppliers must formally acknowledge the receipt of a purchase order and accept its terms and
conditions before the fulfillment cycle can begin. Issuing these orders without explicitly specifying the
acknowledgment requirements can expose the buying organization to considerable risk. You can now leverage
the supplier site configuration to automatically default the appropriate acknowledgment terms and controls on
your purchase orders. This applies to all methods of purchase order creation including web service, file based
data import, automated order generation from requisitions as well as direct entry. Through automatic defaulting
of appropriate acknowledgment controls on purchase orders, Oracle Purchasing Cloud eliminates the need to
rely on accurate manual entry, minimizing your risk exposure.

UPDATE PURCHASE ORDER AGREEMENTS USING FILE-BASED DATA IMPORT

Oracle Purchasing Cloud has extended the number of agreement attributes available for update through file-
based data import. When using file-based data import to update agreement information from a third-party
system, a broad set of agreement attributes are needed to enable a complete, automated integration. Without
these, many of the updates would have to be managed manually, a time-consuming and error-prone process.

Additional attributes available for update through file-based data import include:

Agreement Amount and Amount Limit

Start Date and End Date
Buyer
Description
Payment Terms
Note to Supplier
Controls (Automatically Generate Orders and Automatically Submit for Approval)
All Descriptive Flexfields

5
DESCRIPTIVE FLEXFIELD INHERITANCE BETWEEN REQUISITIONS AND PURCHASE ORDERS
Descriptive flexfields offer a powerful and flexible way to capture specific information on a requisition that may
be unique to your business needs. You now have the option to copy descriptive flexfield attributes from the
requisition header to the purchase order header, and from a requisition line to the purchase order line, in
addition to the preexisting requisition distribution to purchase order distribution option.

ENHANCED MESSAGES FOR ACCOUNT GENERATION FAILURES

Lapses in accounting rule configuration using Transaction Account Builder can sometimes lead to unexpected
errors when submitting the transactions for approval. When Oracle Purchasing Cloud cannot derive accounts
for a transaction, the application will now display detailed messages about the underlying error, so you can
work with your administrator to resolve the issues without additional technical research.

REMOVE BUDGETARY CONTROL-RELATED RESTRICTIONS WHEN A PURCHASE ORDER IS

NOT HOLDING FUNDS
Organizations using budgetary control for a portion of their spend often want additional flexibility in actions they
can take on non-budgetary-controlled purchases. You can now split a line or update the line from the catalog
for requisitions that are not holding funds, even if budgetary control is enabled for the requisitioning BU. If you
have purchase orders that are not holding funds, you now have the option to cancel the purchase order without
having to cancel the associated requisition lines. With the availability of these additional actions, you can now
process requisitions more efficiently. As a requester, you will no longer have to submit new requisitions for
requirements that were previously approved but not fulfilled.

REPORT USING THE PROCURE TO PAY SUBJECT AREA

Report on spend for purchase orders and their associated requisitions, invoices, receipts, and accounts using a
new Procure to Pay Real Time subject area in Oracle Transactional Business Intelligence.

SELF SERVICE PROCUREMENT

ASSIGN ALL LINES ON A REQUISITION TO THE SAME BUYER

You can now assign all lines on a requisition to the same buyer. A new site-level profile option (Use Same
Buyer for all Lines in a Requisition) is available in this release. If the value of the profile option is Yes, then
when a requisition is submitted, the buyer assigned to the first requisition line will be used as the buyer on all
lines in the requisition. The default value of the profile option is No.

RETAIN LAST ASSIGNED BUYER FOR RETURNED LINES

You can now retain the last assigned buyer on returned requisition lines. A new site-level profile option (Retain
Last Assigned Buyer on Requisition Line) is available in this release. If the value of the profile option is Yes
and a requester resubmits a returned line, the line will be reassigned to the buyer who returned that line. The
default value of the profile option is No.

6
USE A PURCHASE AGREEMENT ACROSS SUPPLIER SITES
Customers will be able to create agreements and indicate whether the agreement should allow ordering from
any site. The self-service user will be able to select any valid supplier site in the requisitioning BU when
ordering items from smart forms and enter requisition lines pages referencing agreements that allow ordering
from any site.

SOURCING

TRACK AND AUDIT SUPPLIER ACTIONS

Audit trails can play an important part in an organizations overall risk management strategy, demonstrating to
customers, business partners and regulators that an organization has made a thorough effort to protect against
and prevent potential problems. For a Sourcing business process, tracking supplier activities provides an
historical account of their actions for audit purposes and also provides details that can assist during a
negotiation. A Category Manager can now go to a single place to track activities by supplier and take
necessary actions. Providing a detailed and user friendly way to track supplier activities will provide Category
Managers insight into supplier progress and audit trails of supplier actions for compliance purposes.

ENSURE SUPPLIER COMMUNICATION IN PREFERRED LANGUAGE

As markets become more globalized, many organizations are challenged to communicate business
requirements effectively to suppliers. In a Sourcing process, it is important to ensure that suppliers receive
clear, understandable communications. Currently, supplier notifications are sent based on the supplier
contact's preferred language. Suppliers may have sites in different geographies with varied language
preferences. With this feature, the supplier contacts of these different sites will receive negotiation PDFs and
emails in their preferred language. Suppliers will receive communication in a way that best suits their
understanding.

CONSOLIDATE NEGOTIATION LINES ON PURCHASE ORDER

Category Managers often create negotiations from requisitions to consolidate demand or negotiate for better
pricing. They may need to add additional negotiation lines or increase quantities on the line items in the
negotiation, in accordance with their business needs. Category Managers can now leverage discounted pricing
based on increased quantities of items, or additional items purchased from the supplier by providing suppliers
with a single, consolidated purchase order based on the award decisions. The supplier can also keep track of
the negotiated results on a single, consolidated purchase order. Category Managers can now take advantage
of better pricing and communicate effectively when buying additional items from the supplier.

SUPPLIER QUALIFICATION MANAGEMENT

SHARE QUALIFICATIONS AND ASSESSMENTS WITH SUPPLIERS

To increase performance and qualification levels and to help maintain the most current supplier information,
you can share qualification results with suppliers. This optional feature allows you to control the level of
information you share. You may choose to disclose only summary outcome information or you may share
individual question response details as well. You can share internal responses (responses that did not
originate from the supplier) or only question responses that originated with the supplier. Supplier visibility
controls have been added to the qualification model and qualification area setup UI. The page layouts are
optimized to make it easy to tell which controls are related.

7
IMPROVED MANAGEMENT OF AUTOMATION ERRORS
As the supplier qualification process becomes increasingly automated through continued enhancements, you
must track and manage an increasing number of errors and exceptions that occur during processing. This
enhancement provides a new landing page infolet that highlights the number of recently occurring automation
errors. When an automated transaction fails to process as expected, such as during the automatic assignment
of qualifications to suppliers at the conclusion of supplier registration, the error is registered for your attention.
From the infolet, you can drill down into the new Manage Automation Errors page and take corrective action.
You can view the list of errors and see detailed information. You can then correct configuration errors, or
process the transactions manually as needed. These tools will help you identify and address configuration
issues and reduce the need to contact support, shortening the time to resolution.

UPDATE 17B

REVISION HISTORY
This document will continue to evolve as existing sections change and new information is added. All updates
appear in the following table:

Date What's Changed Notes

07 APR 2017 Initial Document Creation.

OVERVIEW
Oracle Procurement Cloud provides a complete source-to-settle solution to help you:

Increase influence over spend and procurement practices

Deliver measurable value through enabling cloud technologies
Improve efficiency through more effective collaboration
Simplify, standardize, and automate the source-to-settle process

Oracle Procurement Cloud supports both transactional procure-to-pay flows from requisitions through purchase
orders, receipts, and invoices as well as strategic areas around sourcing, contracting, and advanced supplier
management.

This release provides enhancements in user experience and navigation, more flexibility with additional services,
and a large set of new product features enabling you to gain more value from your procurement processes.

DISCLAIMER

The Information contained in this document may include statements about Oracles product development
plans. Many factors can materially affect Oracles product development plans and the nature and timing of
future product releases. Accordingly, this Information is provided to you solely for information only, is not a
commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or functionality described remains at the sole
discretion of Oracle.

8
This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or
affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices
and Terms of Use for further information.

CROSS-PRODUCT PROCUREMENT ENHANCEMENTS

A successful source-to-settle business process relies on your ability to aggregate, analyze, and act upon key
insights that drive timely and reliable business decisions. You need highly visual, analytically driven, and timely
information at the forefront of the applications you use every day. Release 13 introduces a revamped home
experience page, work area landing pages, and Favorites capability that provide visual, insightful, and
actionable information for your entire source-to-settle business process.

ANALYTIC-DRIVEN INFOLETS ON THE HOME PAGE AND WORK AREA LANDING PAGE
The new home experience and application work area pages provide modern user interface components called
infolets. An infolet is a self-contained, interactive container that helps you quickly visualize high-level
information, review relevant details, and proceed to action. Because infolets are role-based, you see only what
is relevant to your specific role. Progressive disclosure of details is available to you by expanding or inverting
the infolet as needed. You can also rearrange the layout of your infolets or hide the ones that you do not need.

Infolets are available to you at two levels:

Home experience infolet page: This page exists at the same level as your springboard page (where
you access your application icons). You can click the page controls (indicated by dots at the top-center of
the home page) to access a set of logically grouped infolets aggregated from multiple application work
areas.

If you have all the relevant roles, you are able to view infolets on the home experience infolet page that
aggregate critical information for your entire source-to-settle business process.

Infolet-based landing pages: An infolet-based work area landing page contains infolets specific to a
single product work area. You can access a work area page by clicking an icon button on the
springboard, an icon button in the springboard strip, a work area name in the Navigator, or an infolet on a
home experience infolet page.

The redesigned work area landing pages present information quickly and clearly to draw your attention to
actionable content, which is key to your productivity. Infolet-based work area landing pages have easy-to-
read analytic tiles that users can rearrange and configure to meet personalized needs. The tiles also
provide additional metrics and improved usability. This design allows all users to monitor the part of the
operation that best meets their own role or interest.

You can configure which infolets you want to display on the home experience infolet page from the following list:

Requisition Lines. View the counts of unprocessed requisitions by the number of days they are not
processed.
Open Orders. View the count of open orders that are assigned to the buyer. This information can assist
you with allocating work across your department.
Overdue Schedules. View the total number of overdue schedules. The expanded view shows the
breakdown by supplier.
Open Receipts. View the total number of expected receiving lines that are open. The expanded view
shows the aging of these lines according to the expected receipt date. You can navigate from here to
manage incoming shipments.

9
 Invoices on Hold. Keep track of held invoices. You can see counts of invoices on hold and drill down to
the Invoice work area to take action, if needed.
Payments. View the total amount of upcoming payments due to suppliers within one week.
Supply Base. Monitor the percentage distribution of your suppliers across several dimensions, including
supplier type, business relationship, and business classification.
Agreements. Monitor how many agreements are over-released or under-released according to
consumption exceptions you set on each agreement.
Inactive Agreements. View agreements that have had no activity for the prior six months.
Sourcing Programs. View the top five sourcing programs across your procurement business units and
drill down to program details.
Keep track of your sourcing activity across your procurement business units with a count of negotiations
by status and expand to see ongoing negotiations by category manager.
Deliverables Overdue. View the count of overdue deliverables from your sourcing negotiations and
purchasing agreements. You can drill down to the respective work areas to take action.
Negotiated Savings and Award. Monitor total awards by year and month as well as your sourcing
performance in achieving negotiated savings.
Qualified Suppliers. Track progress as you qualify your supply base. This infolet provides the
percentage of suppliers that have been through the qualification process for the top five qualification
areas. You can expand this infolet to show the results for the top ten qualification areas.

SELECT AND ACCESS FAVORITES

To help you quickly find important information or transactions, Oracle Procurement Cloud supports an
expanded Favorites capability. In prior releases, setting a favorite was managed through the Favorites and
Recent Items toolbar, which required a few extra clicks. In this release, you can easily establish individual
suppliers, purchase orders, and more as favorites with a click on the Star icon that appears next to the object
title. One click identifies the object as a favorite (solid yellow star), and one click removes it from favorites
(empty star). Establishing a favorite provides you with easy access to revisit those objects by opening your
Favorites and Recent Items list and clicking on the title.

PURCHASING
With Oracle Purchasing Cloud, you can verify the accuracy of supplier agreements that ensure pricing, terms
and conditions, and policies with suppliers. Purchasing also enables you to manage purchase orders with
suppliers to ensure goods and services are delivered on time.

PURCHASE ORDERS WORK AREA LANDING PAGE

The Purchase Orders work area landing page has been redesigned to quickly highlight purchasing
transactions that require buyer attention and infolets that include key alerts and important metrics. The
following infolets are available to provide improved insight into purchase orders:

Orders Requiring Attention: Shows counts of purchase orders that might require a buyers attention,
such as orders rejected or invoice holds.
Recent Activity: This infolet provides visibility to recent actions taken on the buyer's orders, such as
acknowledgment and receipts.
Incomplete Orders: Shows counts of incomplete orders and change orders that are assigned to the
buyer.
Requisition Lines Requiring Action: Shows a count of requisition lines in the buyers queue.
Requisition Lines Days Unprocessed: View the counts of unprocessed requisitions by the number of
days they are not processed.

10
 Orders in Process: Shows the total number of orders and change orders in process. This infolet also
shows counts by order status.
Open Schedules: Shows the number of active order schedules by schedule status.

AGREEMENTS WORK AREA LANDING PAGE

The Agreements work area landing page has been redesigned to quickly highlight supplier agreement
transactions that require the category managers attention and infolets that include key alerts and important
metrics. The following infolets are available to provide improved insight into agreements:

Agreements Requiring Attention: This infolet displays counts of agreements that might require a
category managers attention, such as agreements rejected or agreements with upload errors.
Recent Activity: This infolet provides visibility to recent actions taken on the category managers
agreements, such as acknowledgment and change orders.
Incomplete Agreements: This infolet displays counts of incomplete agreements and change orders that
are assigned to the category manager.
Expiring Agreements: This infolet displays counts of expiring agreements that are assigned to the
category manager.
Expired Agreements: This infolet shows counts of agreements that have expired in the last week and in
the last month.
Agreement Amount Consumed: This infolet displays agreements by consumption rate, including
agreements that are over consumed.
Agreement Consumption at Risk: This infolet shows agreements that have consumption issues based
on the predefined released amounts captured on the individual agreement.
Agreements with No Activity: This infolet displays the number of agreements that have had no activity
in the past six months.
Agreements in Process: This infolet displays the total number of agreements and change orders in
process. It also displays counts by status.
Open Agreements: This infolet displays counts of open blanket purchase agreements and open contract
purchase agreements that are assigned to the category manager.

MANAGE SUPPLIER ACKNOWLEDGMENTS

Supplier acknowledgments are a valuable tool in the procure-to-pay transaction flow. You can use
acknowledgments to confirm suppliers have received a transaction and have accepted pricing and other terms
and conditions. Suppliers can notify any changes to expected quantity and delivery information.

You can do the following:

Set up acknowledgment controls for automated processing. You can define acknowledgment
controls on the supplier site record. The system defaults the acknowledgment controls to the purchase
order from the supplier site during the requisition-to-purchase order processing.
External applications can require acknowledgment for change orders submitted through the
purchase request web service.
Enable supplier collaboration during purchase order acknowledgment activities. With supplier
collaboration:
Suppliers can now propose purchase order changes using the purchase order web service or by
way of the supplier portal.
Buyers can review and action supplier change proposals during acknowledgment.
Suppliers can download purchase orders awaiting acknowledgment from Supplier Portal to
Microsoft Excel, perform updates (such as accept, change, and reject), and upload. You can
track acknowledgment activities, including change proposals in the purchase order document
history.

11
ENABLE ELECTRONIC SIGNATURE OF PROCUREMENT DOCUMENTS
You can now use electronic signatures with DocuSign to effectively capture formal acceptance of internal
users and suppliers on purchasing documents. The following capabilities can help you manage the electronic
signature process:

Buyers can send purchasing documents for electronic signature.

You can track signature packet creation and signature capture using new document statuses.
The purchasing document moves to Open status when all signatures have been completed in
DocuSign.
You can track signature packet history using DocuSign.

To use this feature, you must have procurement contracts implemented. Also, you must enable the Electronic
Signature on Purchasing Documents option in the features setup.

REPORTING
Oracle Transactional Business Intelligence (OTBI) reporting capabilities have been enhanced with the following:

The Procurement Purchasing Real Time and Procurement Requisition Real Time subject areas
now include a new folder called Document History, which allows users to report on approvals and
changes to purchase orders and requisitions.
Award attributes have been added to the Procurement Purchasing Real Time subject area. They
provide award-related information for purchase orders associated with sponsored projects, to ensure that
expenditures have been accumulated against the correct award and enforce compliance with the awards
provisions.

BUDGETARY CONTROL - GRANTS FUNDING SOURCES

Many grants are funded by multiple funding sources. You now have the ability to charge transactions against
multiple funding sources for a single grant. This enhancement removes the previous limitation of a single
funding source per grant. You now define the funding source as a budget segment, and you can specify the
funding source to charge the expense for purchasing transactions.

BUDGETARY CONTROL - FUNDS RESERVATION

In this release, you can configure funds to be reserved as early as document submission rather than wait for
approval to reserve the funds.

When a purchase order is needed and budget is not available, a funds override process can quickly resolve the
constraint. The following capabilities have been added to help manage the funds override process:

Allow a request for funds override when funds are insufficient

Route a request for funds override for approval

PERIOD-END PROCESSING
Period-end processing can be time consuming. You must carefully examine transactions to determine whether
they must be finally closed or carried over to the next period.

12
You can now accomplish period-end processing more efficiently by using a simplified Microsoft Excel
spreadsheet with upload and download functions to perform mass-close operations. This enhancement makes it
easier for users to quickly update the status of open transactions that may be holding residual accruals or
obligations and that have been inactive or overdue for closure.

KEYWORD SEARCH
Find the orders, agreements, and suppliers you need faster and more easily with the new quick search tool,
which includes keyword search and autosuggest. This feature provides a more modern and easy-to-use
search capability, while still providing the ability to search for specific field values when needed.

OUTSIDE PROCESSING
Outside processing is a common business process in which one or more operations of a work order is
outsourced to a supplier. Typically, manufacturers use outside processing when they dont have the
capabilities or equipment to perform a specialized and costly service (such as plating) in-house.

Create and manage work definitions with supplier operations. You can create a work definition that
defines operations as internal or at supplier, identify the supplier, and the lead time for the supplier
operation. You are able to define back-to-back supplier operations where the material can move from one
supplier to another and then back to your facility for internal manufacturing. You can indicate whether to
generate the purchase requisition at the time of work order release or at the time of completion of the
operation (prior to the supplier operation). You can also identify shipping documents that must be
generated to facilitate shipping the processed assembly to your supplier.
Automatically create and manage purchasing documents for the service. The system will
automatically create the purchase requisitions and purchase orders to buy the outside manufacturing
service. This creation occurs either at release of the work order or when the prior operation is completed,
depending on your requirements.
Automatic demand and supply changes. In outside processing, a service purchase order is created for
every work order. Therefore, you must reflect any change in the quantity or schedule dates of the work
order in the purchase order. Similarly, you must reflect any change in the supplier delivery schedule or
quantity needs in the work order. For work order quantity or schedule date changes, Oracle Supply Chain
Orchestration Cloud attempts to automatically adjust the purchase order and logs a manufacturing
exception if the purchase order cant be changed for any reason. If the purchase order changes, Supply
Chain Orchestration automatically logs a manufacturing exception, which serves as a notification for the
production supervisor to take immediate action on the work order.

OUTBOUND INTEGRATION EVENTS

You can integrate Oracle Procurement Cloud with additional systems using a variety of techniques. In addition,
you can now configure integrated systems to subscribe to and consume purchase order events. This provides
a quick, efficient method of integration. The following events are now available to you:

Purchase order implemented

Change order implemented
Purchase order finally closed
Purchase order reopened

PROVIDE DETAILS FOR HUMAN WORKFLOW ISSUES THAT CAUSE PO REJECTION

Complex approval rules can sometimes result in configuration issues or oversights that lead to unexpected
approval rejections. When a purchasing document is rejected for technical reasons, the rejection notification

13
contains additional details about the underlying errors. Failures due to rule configuration issues and
missing currency conversion rates are clearly indicated so that you can work with your administrator to resolve
the issues without additional technical research or support.

SELF SERVICE PROCUREMENT

Oracle Self Service Procurement Cloud streamlines the purchase requisitioning process using a consumer-
centric approach and helps control employee spending by enforcing procurement policies. Requisitions are
validated and submitted for approval before they are processed as purchase orders in Oracle Purchasing.

SHOPPING EXPERIENCE
As consumer shopping expectations evolve, the self-service procurement experience must also evolve. Self
Service Procurement delivers a new, simplified user experience for shopping and requisition creation. A
completely redesigned layout is now available for easier identification of important information for requesters,
such as recently viewed, recent purchases, and featured categories. Powerful new tools, such as advanced
filters in search results and one-click requisition submission, meet the expectations of a demanding user base
accustomed to consumer shopping tools. Users are able to complete tasks more quickly and easily with less
support. In a world of ever-expanding devices, the improved experience is designed to satisfy across devices,
including desktops, laptops, and tablets.

MOBILE REQUISITION APPLICATION

You can take self-service shopping and requisition creation on the road with the Self Service Procurement
mobile application. Employees in the field or on the go can easily and quickly create and submit requisitions
from iOS and Android devices. The mobile application is easy to use, with a consumer experience that
includes the ability to view item details in search results, view status of recent requisitions, and keep up-to-date
with purchasing news.

INTERNAL MATERIAL TRANSFER

Rather than buy items that are already on hand, you can use an internal material transfer through Self Service
Procurement to request goods held in internal inventory. The internal material transfer differs from a standard
requisition in that it is processed internally rather than through the dispatch of a purchase order to a supplier.
However, requisitions for internal material transfers are governed by the same approval workflows, account
defaulting rules, and controls as other requisitions destined for suppliers.

BUDGETARY CONTROL
Control and maintain budgets with greater flexibility. Oracle Budgetary Control Cloud provides several new
features that enhance the existing capabilities to enforce budget constraints and prevent users from submitting
transactions if funds are not sufficient. You can configure funds to be reserved as early as requisition
submission rather than waiting for requisition approval to reserve the funds. When a purchase is needed, even
though a budget is not available, you can apply a funds override process to make the purchase. The override
flow support consists of: a funds override request, funds override approval, and reserving funds with an
override at requisition approval. When you must release funds without being used, instead of finding and
canceling individual requisitions, you can now mass-cancel requisitions to make it easy to clean up reserved
funds that are held across multiple requisitions.

14
MULTIPLE-GRANT SUPPORT
Some projects are funded by multiple grants. To enhance grants management in the procurement process,
Self Service Procurement provides the ability to charge against multiple grants for a single project. This
removes the current limitation of a single grant per project.

OUTSIDE PROCESSING
Outside processing is a common business process in which one or more operations of a work order is
outsourced to a supplier. Typically, manufacturers use outside processing when they dont have the
capabilities or equipment to perform a specialized and costly service (such as plating) in house. Self Service
Procurement supports integration to create outside processing requisitions to buy the outside manufacturing
service, either at release of the work order or when the prior operation is completed, depending on your
requirements.

PUNCHOUT SETUP DIAGNOSTIC TOOLS

When configuring and using a punchout supplier, errors can sometimes occur. These problems are generally
due to connection failures, errors in the punchout request, or errors in the returned shopping cart. It can be
tedious and time consuming to diagnose and fix these errors, slowing implementation and increasing costs.

Oracle Self Service Procurement Cloud provides the Catalog Administrator and Application Administrator with
inline diagnostics for errors found in punchout site configuration test requests or in returned shopping carts. This
diagnostic capability provides immediately accessible information that can be used to diagnose punchout
problems, greatly reducing the time to get a punchout supplier up and running.

SUPPLIER MODEL
Oracle Supplier Model Cloud enables you to manage your supplier data to support critical business processes
that leverage suppliers such as procure-to-pay. You can maintain external supplier profile information,
including addresses, contacts, and tax information. In addition, you can maintain internal business controls to
govern transaction processing based on the supplier relationship.

FULL SUPPLIER PROFILE CHANGE MANAGEMENT

Management of supplier profile information consumes a significant level of time and resources. Supplier self-
service profile management empowers suppliers to maintain their own profile data through the Oracle Supplier
Portal Cloud. Supplier Portal delivers a complete set of tools for suppliers to manage their profile: secure
access to profile information, configuration of supplier profile elements that are change-controlled, and ability
for internal users to review and approve supplier-initiated profile changes. When suppliers manage their own
profiles, youll benefit from improved accuracy of supplier data, reduced costs associated with profile
management, and improved communication with suppliers on profile review and updates.

INBOUND SUPPLIER WEB SERVICE

A comprehensive inbound web service that facilitates data transfers from external supplier data sources into
the Supplier Model profile. The web service allows you to create new suppliers, as well as update or delete
attributes in existing supplier profiles.

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SUPPLIER PORTAL WORK AREA LANDING PAGE
You can gain substantial savings and efficiency with an effective supplier self-service portal solution to manage
supplier transactions and communication. The success of a portal solution is dependent on the ability of
suppliers to identify and complete essential tasks quickly and easily. A re-engineered user experience for the
Supplier Portal is both simplified and more effective. Reduced information density, clearer calls to action and
improved usability means suppliers can start working quickly with actionable content. By surfacing real-time
information on the work area landing page (such as recent activity, transaction reports, and issues that require
urgent attention), the landing page provides immediate and summarized visibility of current work and business
flows. For suppliers on the go, the new landing page is designed to deliver a great experience on tablets as
well as the desktop. New infolets include:

Requiring Attention. Provides broad visibility into the most urgent matters with a high- level view of
transactions that require urgent action or review, such as agreements to acknowledge, orders to
acknowledge, negotiation responses, negotiations closing soon, and forecast commit mismatches.
Recent Activity. Provides an overview of important information about ongoing activities to keep supplier
users updated and informed, and to help them plan the workload ahead. You can filter Information to
narrow or broaden the time frame in which the transaction activities occurred.

SEARCH SUPPLIERS
Find the suppliers you need faster and more easily with the new supplier search tool, which includes keyword
search and autosuggest. Expanded search capability also provides you the flexibility to use the Manage
Suppliers page to do light reporting and analysis tasks without leaving the Suppliers work area. The new
supplier search includes the ability to search for a set of suppliers across supplier attributes, such as business
classifications, supplier types, or products and services.

COMMUNICATE NEW SUPPLIER DOCUMENTS

Purchasing departments must communicate important information to the new suppliers. The information can
vary from being a simple terms-and-conditions document to a more detailed document including payment
terms and contract information. Organizations that deal with suppliers globally might have different versions of
the information based upon the country of the suppliers to support different languages and other country
specific business requirements. Organizations now have the ability to configure the documents that they want
automatically communicated to new suppliers. This can be configured based upon the suppliers country to
accommodate regional differences. A system-generated email is sent to the supplier contacts along with the
documents. The documents are sent as attachments to the email notification.

NOTE: This feature was available in Release 12, but was not announced.

IMPORT SUPPLIER PROFILE ATTACHMENTS

When importing suppliers to Oracle Procurement Cloud, file attachments are often required to complete the
supplier profiles. Adding file attachments manually through the user interface is time consuming, error prone,
and expensive. Oracle Procurement Cloud automates the process by enabling mass uploads of supplier
profile, supplier site, and business classification attachments. With supplier import, you can quickly import all of
the supported attachment types and categories, which greatly reduces the time needed to complete a supplier
profile. After import, the attachments are immediately available. Support for attachment import is especially
significant for migration activities, during which you must import large volumes of suppliers with attachment
data from existing systems.

NOTE: This feature was available in Release 12, but was not announced.

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SUPPORT BATCH PROCESSING IN SUPPLIER IMPORT
Supplier import allows you to enter or update large volumes of supplier data in Oracle Procurement Cloud.
When the import is processed, all records in the staging or interface tables are picked up for processing, which
can occasionally affect performance and take longer than desired. Additionally, if an import process is
scheduled more than once, all instances will attempt to process all records, affecting performance.

You can now specify which records you want processed when you schedule a supplier import process. You can
organize import records into batches by assigning them a Batch ID. Batches can be processed in parallel.

NOTE: This feature was available in Release 12, but was not announced.

CREATE SUPPLIERS FROM EXISTING PARTY USING SUPPLIER IMPORT

Often, a supplier is also a customer. Many companies want to manage both aspects of that relationship in an
integrated fashion to ensure the best relationship possible. Sharing parties reduces duplicate maintenance and
improves data quality. If separate unique records are required for the supplier and customer, the difficulty of
getting accurate, timely information about their activities greatly increases. Using Oracle Supplier Import,
supplier records can be created as part of the same existing global party that includes the customer record
information. Actionable information from reporting and analysis enables enhanced management of the
relationship.

SOURCING
Oracle Sourcing Cloud delivers the structure, tools, and information that you require to maximize the value of
supplier negotiations. You can improve your negotiation position, drive strategic savings initiatives, and achieve
bottom-line savings results.

TEAM SCORING
Sourcing excellence requires combining the specialized skills of procurement professionals and subject matter
experts by leveraging their expertise and gathering feedback. For large or complex negotiations, it's common
to use different teams to evaluate different aspects of the supplier responses. With team scoring, you can
divide individuals into one or more teams and assign specific sections of requirements. Team members are
notified of supplier responses to be evaluated and can view their progress at any time. You can also choose
when to open and close for scoring, monitor the scoring progress of all team members, and communicate with
teams throughout the process. When you are ready to analyze supplier responses for award, the system
calculates the combined team scores, and you can drill down to see individual scores and comments. Team
scoring provides a more comprehensive evaluation of supplier responses leading to more effective award
decisions and increased transparency.

SOURCING PROGRAMS
Procurement organizations are challenged to provide tangible results based on internal goals to help measure
sourcing performance. Currently, there is limited visibility into the overall value delivered by multiple sourcing
initiatives and a lack of insight into results. With sourcing programs, organizations have a way to set
measurable goals across sourcing initiatives and proactively determine whether those goals are being met.
You can define goals with tangible objectives that are tied to negotiations and enter other data that contributes
to the objective. Teams can participate in the program and collaborate with internal stakeholders using Oracle
Social Network. You can proactively measure and monitor program progress and results with embedded

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analytics for key metrics. Being able to track and manage sourcing programs yields visibility into how the
sourcing organization is performing, improves buyer productivity, and helps identify cost-savings opportunities.

NEGOTIATION ABSTRACTS
Abstracts are negotiation summaries presented to the public on the buying organization's external web site.
Suppliers can easily discover negotiations and determine if they are interested in participating without having to
log in to the sourcing application. Abstracts are used mainly in public sector entities, such as state and local
governments, and you can enable or disable this feature according to your business needs. You can preview
the abstract content and control when the abstract is published to your external web site. To add custom
content to the abstract, you can define additional fields that are relevant to your business. When you publish
the negotiation, the external web site is updated with the negotiation details and instructions for the supplier to
log into to the Sourcing application. Publishing the abstract and negotiation information to an external web site
opens the visibility to any supplier who is interested in bidding, which ensures compliance to public sector
policy.

SUPPLIER RESPONSE TABULATION

Many public sector entities have a requirement for transparency with suppliers to ensure that there is no
inherent bias and to comply with public policies. When a negotiation is closed, you have the option to generate
a listing of all of the suppliers responses to the negotiation and publish the report to the external web site.
Suppliers can view each others responses and see where they stand among competitors. You can tailor
Oracle BI Publisher reports to your business requirements. You also have the option to withdraw the supplier
response tabulation, which removes the report from the external web site.

AWARD NOTICE
To ensure transparency for public sector entities, it is important that you publish the final award decision to the
external web site. You can tailor the award notice to your business needs using Oracle Business Intelligence
Publisher. You also have the option to withdraw the award notice, which will remove the report from the
external web site.

NEGOTIATIONS WORK AREA LANDING PAGE

Visibility into sourcing activities and key metrics helps to drive sourcing effectiveness. The Negotiations work
area landing page provides a simple, meaningful aggregation of sourcing data that is organized into
personalized and actionable infolets:

My Negotiations. Gain insight into the state of your negotiations by status and easily drill down to more
detailed views.
Messages. Keep track of new Sourcing communication with a count of unread messages. Switch to an
expanded view to get more information and drill down to message details to take action.
Closing Next. Be aware of the active negotiations that are scheduled to close next, keep an eye on the
top five lowest supplier responses, and drill down to monitor the negotiation.
Recent Activity. Actively monitor whats happening with recent sourcing activities and take
recommended actions.
Expiring Agreements. View a count of expiring agreements and switch to expanded view to see a list of
expiring agreements, drill down to agreement details, and initiate a new negotiation process, if needed.
Sourcing Programs. Provides a bar chart of negotiated savings for the top five sourcing programs. You
can drill down on each bar to go to the corresponding program.
My Performance. Gives you visibility into your contributions to award and savings so you can track your
performance. Displays total savings and awards from the negotiations where you are an owner or
collaboration team member.

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 Responses to Score. Shows you the number of responses that are pending scoring in your queue. You
can expand the infolet to see details of negotiations and click to the negotiation to take action.
Suppliers in Active Negotiation. Displays supplier activity across all active negotiations so you can
easily keep track of suppliers that have been invited, acknowledged, and responded to a negotiation.
Completed Awards. Keep track of your recent five negotiations where the award was completed. You
can drill down for additional details.

The modern, simple-to-use Negotiations work area landing page provides flexibility to determine which infolets
are most important to you and for you to tailor the display to meet your business requirements. With the
Negotiations landing page, you have a clear view into the sourcing information that is central to your business
needs.

QUESTION LIBRARY SCORING

Category managers can use the question library that is shared with Oracle Supplier Qualification Management
Cloud, and they can use these predefined questions as negotiation requirements. Defining the scoring model
in the question library helps category managers standardize the evaluation criteria, which can be used in
negotiations as well as in supplier qualifications. After the questions from the library are added to a negotiation,
category managers can assign weighting to the questions. Alternatively, when category managers add entire
qualification areas to the negotiation, the weights and knockout criteria defined for individual questions are
automatically transferred to the negotiation.

REMOVE MANAGERS FROM THE COLLABORATION TEAM

When creating a negotiation, the system automatically defaults the reporting manager as a collaboration team
member with full access. With the appropriate security permissions, you have the flexibility to modify the
collaboration team and remove the manager from the team. You can now configure the team in a way that fits
your business.

PRICE VISIBILITY CONTROL

Certain types of negotiations demand visibility control of pricing information from supplier responses. In
scenarios where team members need to evaluate supplier responses without consideration for price, the
category manager can restrict their access to pricing information. This restriction ensures that pricing
information is only available for the appropriate team members. You can control the price visibility for team
members in any type of negotiation, including two-stage request for quotes (RFQs).

SUPPLIER LOCK OUT

Whether because suppliers looking to gain competitive information without participating in the event or simply
to restrict supplier access during the award process, category managers can lock suppliers out of the
negotiation at any time during the negotiation life cycle. Locked out suppliers cant see any information about
the negotiation until a category manager reinstates them. Previously, category managers could only lock out
suppliers while the negotiation was open.

OUTSIDE PROCESSING
You can use the integration between Sourcing and Oracle Supply Chain Management Cloud to negotiate items
that require third-party outside processing. Outside processing is a common business process in which one or
more operations of a work order is outsourced to a supplier. Typically, manufacturers use outside processing
when they dont have the capabilities or equipment to perform a specialized and costly service (such as
plating) in-house. Start the process from a planning requisition or initiate the negotiation in Sourcing directly.

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Create agreements in Purchasing with the appropriate item configuration based on the negotiation business
award. Tailor the negotiation and award approvals rules to account for special conditions when the negotiation
includes outside processing items.

SUPPLIER QUALIFICATION MANAGEMENT

Oracle Supplier Qualification Management Cloud enables you to streamline the process of qualifying suppliers
according to predefined criteria that support your procurement processes. Use Supplier Qualification
Management to define the requirements that a supplier should meet, prequalify suppliers according to a
simpler set of requirements, and then perform required verifications to qualify suppliers. You can assess and
maintain the qualifications on an ongoing basis.

QUALIFICATION AND ASSESSMENT SCORING

Enabling automatic scoring on qualifications and assessments reduces the effort required to analyze supplier
qualification data, thereby decreasing the time required to qualify suppliers and maintain supplier qualifications.
Not all qualifications are suitable for automatic scoring, particularly those that have questions involving
qualitative free text responses that require your review. You decide on an area-by-area basis whether the
system should automatically score supplier responses.

The features and benefits of qualification and scoring include the following:

Automatic scoring is optional.

You can score both qualifications and assessments.
Automatic scoring is available for both optional and required root-level questions in the qualification area.
Weighted scoring provides an easy way to define scoring for a list of prioritized questions.You can
change weights to reflect any adjustments in requirements, including when adding or deleting questions
from the qualification area.
You can use the scoring result to indicate and compare how well the supplier meets the qualification
criteria.
Retain how the solution derived the score for tracking purposes. Changes made to scoring information do
not affect scores already assigned during evaluation.
You can choose to override the automatically-generated score with a manual result.
You can define knockout criteria in the scoring model such that it automatically assigns a specified score
(for example, zero) when the response indicates.
Migration services for questions, qualification areas, and qualifications models also allow transfer of
scoring information.

AUTOMATIC EVALUATION
In order to support a fully automated flow, you can extend the automatic scoring feature to include assignment
of the evaluated outcome and automatic processing of the evaluation. This allows a supplier to have a fully
processed active qualification or assessment based on the scoring model without manual intervention. You can
then focus your time addressing exception cases and the most value-added segments of your supply base
instead of reviewing satisfactory suppliers that meet pre-established criteria.

This feature allows you to:

Automatically process qualifications and assessments using outcomes assigned based on the scoring
criteria.
Customize your assessment outcomes for each qualification model whether or not you use automatic
evaluation.

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AUTOMATIC ACCEPTANCE OF RESPONSES
Manually reviewing responses to a supplier or internal questionnaire can be a time-consuming effort. You can
now configure responses for automatic acceptance and allow automatic scoring and evaluation to occur
without intervention, saving time and improving accuracy. You indicate whether the solution accepts responses
automatically on the initiative and it defaults from the underlying qualification areas. Your use of automatic
acceptance of responses is optional.

EVENT-BASED INITIATIVE AND QUALIFICATION CREATION

You now have the ability to launch an initiative and create qualifications automatically based on a triggering
event, such as the registration of a new supplier. There is a fully automated process from determining the
required qualifications in a given situation to gathering the information, scoring the results, and processing a
completed evaluation. The following trigger events are now supported:

Registration of a new supplier

Approval of a suppliers registration
Promotion of a supplier from prospective to spend-authorized.

The system provides a configurable rule set for you to map which qualification areas should apply to suppliers
for each event. For example, you can use a basic set of qualifications for a new supplier registration, and then a
more comprehensive set upon promotion to spend authorized, which typically occurs when you first award the
supplier a contract. Use of event-based initiative and qualification creation is optional.

CANCELLATION OF FUTURE-DATED QUALIFICATIONS AND ASSESSMENTS

If you no longer need a future-dated qualification or assessment, you can now cancel them directly. This
cancellation provides you with a way to discard unneeded data without requiring you to modify effective dates
to obsolete a qualification that never took effect.

SUPPLIER QUALIFICATION WORK AREA LANDING PAGE

Visibility into key supplier qualification metrics helps to increase your productivity and efficiency. The
redesigned Supplier Qualification work area landing page directs you to suppliers and recent activities that may
require attention, helping you prioritize your efforts and minimize searching. The following infolets are available
to provide insight into supplier qualifications and assessments:

Initiatives: Provides an overview of your ongoing initiatives.

Questionnaire Responses: Highlights questionnaire responses that need your attention. The expanded
view enables you to send reminders for overdue questionnaires and review responses received.
Ready for Evaluation: Provides visibility into qualifications and assessments that are pending your
evaluation. The infolet provides a drill-down to the Manage Qualifications and Manage Assessments
pages so that you can complete the evaluation process.
Expiring: Identifies the qualifications and assessments that are expiring soon, or have expired, based on
the expiration reminder period specified. The drill-down capability gives you the details you need to start
the requalification process.
Last Launched Initiative: Highlights the progress of your last launched initiative.
Updates Available: Shows you qualifications that may require updating due to the receipt of new
supplier responses since the last qualification, or because a new revision of a qualification area is
available for use. This infolet also identifies assessments that may require updating because new
qualifications have been processed since the last assessment evaluation, or because a new revision of a
qualification model is available for use.

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 Setup Requiring Attention: Provides visibility into outdated configurations of questions, qualification
areas, and qualification models. For example, the expanded view lists qualification areas that contain
inactive questions or older revisions of questions. It also lists qualification models that contain inactive
areas or older revisions of qualification areas.
Expired Qualifications: Helps you identify expired qualifications with no activity over a period of time.
You can initiate the requalification process for these suppliers, if needed.
Expired Assessments: Helps you identify expired assessments with no activity over a period of time.
Qualified Suppliers: Lets you track progress as you qualify your supply base. This infolet identifies the
percentage of suppliers that have been through the qualification process for the top five qualification
areas. You can expand this infolet to show the results for the top ten qualification areas.

ADDITIONAL NOTIFICATIONS
In order to improve your visibility to the changes happening to the qualifications and assessments due to
various business events, Release 13 introduces some new notifications in Supplier Qualification Management.
They are:

Assessment Start Date Updated. Send a notification to the assessment owner that the start date
changed on the assessment due to a change to the start date of a qualification that is part of the
assessment.
Assessment End Date Updated. Send a notification to the assessment owner that the end date
changed on the assessment due to a change to the end date of a qualification that is part of the
assessment.
Supplier Repository Update Incomplete. Send a notification to inform the category manager that the
supplier repository update was incomplete for a particular negotiation response received during sourcing.

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