Oracle iSupplier Portal Implementation Guide Release 11i

Oracle® iSupplier Portal

Implementation Guide

Release 11i

Part No. A95884-02

September 2004

Oracle iSupplier Portal Implementation Guide, Release 11i

Part No. A95884-02

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1.1 Core Features of Oracle iSupplier Portal ........................................................................... 1-1

1.1.1 Purchase Order Collaboration...................................................................................... 1-1

1.1.2 Shipment Notices ........................................................................................................... 1-3

1.1.3 Invoices and Payments.................................................................................................. 1-3

1.1.4 Inventory Management................................................................................................. 1-4

1.1.5 Supplier Management ................................................................................................... 1-5

1.1.6 Buying Company View................................................................................................. 1-5

2.1 Implementation Prerequisites ............................................................................................. 2-1

2.2 Responsibilities...................................................................................................................... 2-1

2.3 Setup Steps ............................................................................................................................. 2-2

2.3.1 Assign Responsibilities to Internal Users................................................................... 2-4

2.3.2 Apply Securing Attributes to Custom Responsibilities............................................ 2-4

2.3.3 Enable Function Security............................................................................................... 2-6

2.3.4 Enable Profile Options ................................................................................................ 2-12

2.3.5 Enable E-Signature Functionality .............................................................................. 2-13

2.3.6 Enable Manage Deliverables Functionality.............................................................. 2-13

3.2.4 Step 4: Assign Supplier User Administrator Responsibility (Required)................ 3-8

4.0.1 Prospective Vendor Registration, Profiles, and Management Groups .................. 4-1

4.1 Implementing Prospective Vendor Registration and Profile Management.................. 4-7

4.2 Implementing Supplier Management Groups.................................................................. 4-7

4.2.1 Step 1: Plan Your Supplier Management Groups (Required).................................. 4-8

4.2.2 Step 2: Create Your Supplier Management Groups (Required).............................. 4-9

4.2.3 Step 3: Create Customized Responsibilities for Buyer Approvers (Required) ... 4-11

4.2.4 Step 4: Assign Customized Responsibilities to Users (Required)......................... 4-15

4.4.2 Step 2: Define Business Classifications List of Values (Required) ........................ 4-21

4.4.3 Step 3: Set Up the Products and Services Classifications (Required) ................... 4-23

4.4.4 Step 4: Create Address Books for Existing Suppliers (Required).......................... 4-25

4.4.5 Step 5: Create the Contact Directory for Existing Suppliers (Required) .............. 4-32

4.4.6 Step 6: Migrate Account Assignments for Supplier Bank Accounts .................... 4-34

4.4.7 Step 7: Assign Supplier Profile Manager Responsibility to Appropriate Supplier

5.1 Customizing the Oracle iSupplier Portal User Interface................................................. 5-1

6.1 Customizing Oracle iSupplier Portal Workflows............................................................. 6-1

6.2.2 Send Change Responded Notification to the Supplier Workflow.......................... 6-8

6.2.3 Send Notification to Planner About Supplier's Change Request Workflow......... 6-9

6.2.4 Send Notification to Requester About Supplier's Change Request Workflow... 6-10

6.3 Update Capacity Workflow............................................................................................... 6-10

6.3.1 Order Modifiers Workflow......................................................................................... 6-16

6.4 Create ASN Workflow........................................................................................................ 6-23

6.4.1 Purchase Order Acknowledgement Workflow ....................................................... 6-25