Overview and Key Features of Oracle iSupplier Portal

February 28, 2013 · Uncategorized

Overview of iSupplier Portal

  1. Oracle iSupplier Portal enables secure, self-service business transactions between companies and their suppliers. 
  2. It provides suppliers with the ability to use a standard Web browser to directly manage business transactions and access secure information.
  3. Oracle iSupplier Portal provides a collaborative platform for a buyer to manage relationships with their global supply base. With Oracle iSupplier Portal, suppliers can receive immediate notifications and respond to events in the purchasing and planning process.
  4. Oracle iSupplier Portal provides the framework that enables buyers and suppliers to communicate key business transactions while enabling the ability to search, monitor, revise, and review.

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Core Features of Oracle iSupplier Portal

  • Purchase Order Collaboration.
  1. View and Acknowledge Purchase Orders.
  2. Submit Purchase Order Change Requests and Split Shipments.
  3. Manage Deliverables.
  4. View agreements and purchase order revision history.
  • Shipment Notices.
  1. Submit Advance Shipment and Advance Shipment Billing Notices.
  2. Inbound Logistics.
  3. View Delivery Schedules and Overdue Receipts.
  • Invoices and Payments.
  1. Invoice Information.
  2. Manage Payment Information.
  • Inventory Management.
  1. Manage Product Information.
  2. On-Hand Inventory.
  3. Vendor Managed Inventory.
  4. Consigned inventory.
  • Supplier Management.
  1. Vendor and Supplier User Registration.
  2. Supplier Profile Management.
  • Buying Company View.
  1. View Information as Internal (Buying Company) User 

 Key Business Process Flows

Purchase Order Acknowledgement: The following process flow shows the entire flow from PO creation in Oracle Purchasing to Oracle iSupplier

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Create Advanced Shipment Notice or Advanced Shipment Billing Notice: The following process flow shows ASN (Advances Shipment Notice) and ASBN (Advanced Shipment Billing Notice) creation and delivery

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Create Invoice: The following process flow shows the flow of invoice creation and delivery

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Oracle iSupplier Portal Setup steps and Profile Options

iSupplier Portal Prerequisites & Responsibilities

  • The only Implementation Prerequisite for using iSupplier Portal is to have a fully licensed version of Oracle Purchasing with all mandatory setups in place. 
  • Oracle iSupplier Portal provides the following Responsibilities for accessing the features of iSupplier:
  1. iSupplier Portal Full Access – Gives full access to the supplier related functionality for the business process related to Oracle Purchasing.
  2. Procure to Pay Supplier View – Gives view access to the supplier related functionality for the business process related to Oracle Purchasing.
  3. Plan to Pay Supplier View – Gives view access to the supplier related functionality for the business process related to Oracle Purchasing and Oracle Supply Chain Planning.
  4. Source to Pay Supplier View – Gives view access to the supplier related functionality for the business process related to Purchasing and Oracle Sourcing.
  5. Supplier User Administration – Used by Buyer Administrators for setting up maintaining Supplier User accounts.
  6. Supplier Profile Administration – Used by buyer administrators to review prospective vendor registration requests and to administer supplier profiles.
  7. iSupplier Portal Internal View – Used by Internal users of the Buying company.

 iSupplier Portal Setup Steps

The following Setups has to be completed to avail the full range of features of Oracle iSupplier Portal:

1. Enable following Profile Options:

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2. Assign Responsibilities to Internal Users: The following responsibility ‘iSupplier Portal Internal View’ should be assigned to those users who want to utilize the Internal User Functionalities.

3. Apply Securing Attributes to Custom Responsibilities: The following securing attributes must be included for any Custom Responsibilities that are created for Supplier Users –

ICX_SUPPLIER_ORG_ID – Identifier for the supplier.

ICX_SUPPLIER_SITE_ID – Identifier for the supplier site.

ICX_SUPPLIER_CONTACT_ID – Identifier for the supplier contact.

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4. Enable Function Security: While creating new Custom Responsibilities, be default access to all functions and standard pages are granted. By using Functional Security Buying companies can restrict Supplier Users from certain Menus or Tabs and Functions. There are two types of function security exclusions:

Menu Exclusions – used to prevent access to the main tabs (therefore the appropriate sub-tabs).

Function Exclusions – used to prevent access to sub-tabs and other functionality.

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Implementing Supplier User Management

Overview of Supplier User Management:

Before supplier users can start accessing Oracle iSupplier Portal application, a user account needs to be provided to them.

  • Typically, user account creation is a function that system administrators perform, but the Supplier User Management feature allows designated users within the buying organization to create and manage external user accounts.
  • These designated users can register new supplier user accounts and update user details to alter the supplier users profile and access rights.
  • The supplier user registration process is flexible and gives buyers control over the registration process. Ways buyers can register supplier users include:
  1. A Supplier User Administrator can invite the supplier user to register.
  2. If Sourcing Buyers know the supplier users e-mail address, buyers can invite suppliers while creating negotiations.
  3. If Supplier User Administrators know all the required information, they can register supplier users directly.

Supplier User Registration Flow

Supplier User Administrator sends registration invitation to supplier user.

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Supplier User Registration Flow

Supplier User receives an email Notification with the link for the Registration Process.

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 Supplier User Registration Flow

Once the user clicks on the link, the Registration page opens up wherein the User enters the details like, Frist Name, Last Name, Phone Number.

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Supplier User Administration gets a notification requesting for action on the Registration of the Supplier User james_smith@gmail.com

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Once the registration has been Approved, Supplier User will get an email notification with the link to the iSupplier Portal along with Username and Password details.

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By clicking on the logon link, user is redirected to the iSupplier Portal.

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Alternatively, if the Supplier User Administrators has all the required information of the Supplier, they can register the supplier users directly.

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Once the User Information has been entered, the Supplier User Admin needs to select all appropriate responsibilities to be assigned to the Supplier User..

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Finally, the Supplier User Admin can choose to set User Access Restriction by specifying which Supplier / Supplier Sites/ Supplier Contacts related PO information can be viewed through iSupplier Portal. Once all the information is entered click Register to send an email notification to the user.

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The Supplier User receives the email notification with the username and password details along with the link for accessing the iSupplier Portal.

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Next the Supplier User is taken to the login page wherein the username and password provided in the email needs to be entered. Once the user logins in for the first time the password needs to be reset.

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Once the password has been reset, the user is logged into the iSupplier Portal

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Key Business Process Flow – Demo

Purchase Order Acknowledgement: The following process flow shows the entire flow from PO creation in Oracle Purchasing to Oracle iSupplier.

1. Buyer creates the PO in Oracle Purchasing

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Once all the information is entered, Approve the PO.

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2. Supplier receives Notification and Supplier can view the PO in iSupplier Portal

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The PO details can be viewed under the Orders Tab. Once all information has been reviewed select the Action ‘Acknowledge’ and click Go to send the Acknowledgment to the Buyer.

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The PO details can be viewed under the Orders Tab. Once all information has been reviewed select the Action ‘Acknowledge’ and click Go to send the Acknowledgment to the Buyer.

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3. Next, the Buyer receives a Notification of Acknowledgement from the Supplier with the Change details

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4. Once the Buyer accepts the changes, the PO is revised and the changes can be seen in the PO in Purchasing

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5. Supplier is notified of Revised PO and the same can be viewed in iSupplier Portal

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Create Advanced Shipment Notice or Advanced Shipment Billing Notice

1. Supplier creates ASN/ASBN in Oracle iSupplier Portal

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Enter the Shipment Header and Shipment Line details and click on Submit to send the ASN to the Buyer

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Buyer receives the notification regarding the Advanced Shipment Notice

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Next, the Buyer should run the Receiving Transaction Process through the Purchasing Responsibility. Once request completes navigate to the Manage Shipment form to view the details

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 Create Invoice Flow

Search for the PO for creating the Invoice (If the PO does not appear here check if the value for the field ‘Pay On’ is NULL in the PO’s Term & Conditions form.

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Next, enter Invoice details like Invoice Number, Remit to Address, Customer Tax Payer ID

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Next, review the Summary Tax Lines and make changes as appropriate

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Finally, review all the Invoice details and click Submit.

 

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Now the Buyer must run the Payable Open Interface Import program to import the Invoice into Payables. The Invoice can now be viewed in the iSupplier Portal by navigating to the Finance Tab ? View Invoices

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