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Oracle Self-Service Applications

Book Description

Maximize the Capabilities of Oracle Self-Service Applications.Get complete coverage of Oracle E-Business Suite’s self-service modules, including Oracle iProcurement, Oracle Internet Expenses, Oracle iSupplier Portal, and Oracle iReceivables, inside this Oracle Press guide. Oracle Self-Service Applications discusses the features of each module and how they benefit organizational workflow, and reviews common implementation considerations that apply to all the applications.

Table of Contents

  1. Cover Page
  2. Oracle Self-Service Applications
  3. Copyright Page
  4. Dedication
  5. About the Author
  6. Contents
  7. Acknowledgments
  8. Introduction
  9. 1 Role of Self-Service Modules in an Organization
    1. iProcurement
    2. iExpense
    3. Taking Self-Service Outside Your Company’s Walls
      1. iSupplier
      2. iReceivables
      3. Order Management Portal
      4. iAssets
  10. 2 Common Implementation Considerations
    1. What Do You Want Users to Be Able to Do?
      1. Menus
      2. Adding an Exclusion to a Responsibility
      3. Common Functions for Self-Service Exclusion
    2. What Will Users Be Able to See?
    3. How Much Hand-Holding Will Users Need to Achieve Your Goal?
      1. Using OA Framework to Add a Tip
      2. Making a Field Required
      3. Hiding a Field
      4. Backing Out an OA Framework Personalization
      5. Migrating Personalizations Between Environments
  11. 3 iProcurement Setup
    1. Required Setups Outside of iProcurement
    2. Setups Specific to iProcurement
      1. Requisition Approval Options and Setups
      2. Locations
      3. Items and Categories, and How They Are Used in iProcurement
      4. Setting Up and Using Expense Account Rules
    3. Optional Setups
      1. Setting Up the Main Store
      2. Using Smart Forms
      3. Creating Stores and Adding Content Zones and Smart Forms
      4. Enabling Shipment Tracking for Requisitions
    4. Profile Options
    5. Shopper Preferences
      1. General Display Preferences
      2. iProcurement Preferences
    6. Purchasing Cards and iProcurement
      1. Supplier Setups
      2. Setting Up Procurement Cards
      3. Reconciling Your P-Card Transactions to Requisitions
  12. 4 Using iProcurement
    1. Shopping
      1. Shopping the Main Store for Internal Items and Items Available via a Transparent Punchout
      2. Shopping Using a Punchout
      3. Creating and Using Shopping Lists
      4. Shopping from Non-Catalog Requests and Other Smart Forms
      5. Contractor Requests
    2. Checking Out and Creating Requisitions
    3. Managing Requisitions
      1. Viewing Requisitions and Their Statuses
      2. Basic Requisition Flow
      3. Other Requisition Actions
    4. Approvals
      1. Vacation Rules
    5. Receiving Requisitions
      1. Receiving from an E-Mail Notification
      2. Basic Receiving
      3. Express Receiving
      4. Viewing Receipts
      5. Receipt Corrections
      6. Returning Items to Suppliers
  13. 5 iSupplier Setups
    1. General Required Setups
    2. iSupplier-Specific Setups
      1. Securing Attributes for the Users
      2. Profiles
    3. Supplier Setups and Management
      1. Prospective Vendor Registration Setups
      2. Inviting a Supplier to Join
      3. Registering Users
      4. Administering User Requests
      5. Setting Up Buyer Administrators to Receive Notifications
    4. Additional Setups for Classifying Suppliers (Optional)
  14. 6 Using iSupplier
    1. iSupplier, Internal View
      1. Home Page
      2. Orders
      3. Shipments
      4. Finance
    2. iSupplier, External View
      1. Purchase Order Actions
      2. Advance Shipping and Advance Billing Notices
      3. Updating Product Information
      4. Uploading Invoices
      5. Updating Supplier Information
      6. Surveying Suppliers
  15. 7 iExpense Setups
    1. Setting Up Employees
    2. Payables Options for Expense Report
      1. Viewing or Manually Entering Employees as Suppliers
    3. Creating Expenditure Policies
      1. Creating Internet Expense Locations to Associate with a Policy
      2. Defining Accommodation Policies
      3. Defining Car Rental and Miscellaneous Policies
      4. Defining Airfare Policies
      5. Defining Meal Policies
      6. Defining Mileage Reimbursement Policies
      7. Defining Per Diem Policies
    4. Capturing Additional Expense Report Information
    5. Setting Up Expense Report Templates
    6. Approval Options
    7. Enabling Expense Report Auditing
      1. Audit Rules
      2. Audit Lists
      3. Setting Up Receipt Notifications
      4. Audit Holds
      5. Setting Up Auditors
    8. Profiles
    9. User Account Securing Attributes
    10. Credit Card Processing
      1. Setting Up iExpense for Credit Card Integration
      2. Defining Credit Card Policies
      3. Mapping Credit Card Transactions
      4. Loading Credit Card Transactions
    11. Additional Miscellaneous Setups
      1. Future-Dated Expenses
      2. Languages for Approval Notes
      3. Setting Up Contact Links
  16. 8 Expense Report Processing
    1. High-Level Overview of Expense Report Processing
    2. Options for Entering Expense Reports
      1. Access to Create Expense Reports
      2. Direct Entry
      3. Uploading Expense Reports from a Spreadsheet
      4. Importing and Approving Credit Card Transactions
    3. Approving Expense Reports
      1. Approving Executive Expense Reports
      2. Vacation Rules and Worklist Access
    4. Auditing
      1. Maintaining the Audit List
      2. Auditing Expense Reports
    5. Exporting to Payables
    6. Common Expense Report Workflow Errors
    7. iExpense Preferences
      1. General iExpense Preferences
      2. Allocation Expense Preferences
  17. 9 iReceivables Setup
    1. Setting Up Internal Users
    2. Setting Up External Users and TCA Overview
      1. Setting Up Self-Registration for iReceivables
    3. Building the Search Criteria for Customers
    4. Customizing iReceivables to Meet Your Company’s Needs
      1. Setting Up Service Charges for Payments Made in iReceivables
      2. Printing Limits
      3. iReceivables Payment Processing
    5. Disputing Items and Creating Credit Memo Requests
      1. Credit Memo Approval Limits
      2. Allowing iReceivables to Apply Open Credit Memos to Unpaid Invoices
      3. Display Options
    6. Customizing Invoices
      1. Using Bill Presentment Architecture to Customize Your Invoices
  18. 10 Using iReceivables
    1. Accessing Customer Data in iReceivables
    2. Home Page
    3. Requesting a Credit Memo via a Dispute
      1. Submitting a Dispute
    4. Making a Payment
    5. Using the Transaction List
    6. Applying Credit Memos
  19. 11 Order Information Portal
    1. Setups
    2. Granting Customers Access
    3. Viewing Orders
    4. Viewing Deliveries
    5. Personalizing Views
  20. Appendix
  21. Glossary
  22. Index