Key Concepts: Public Sector Procurement

Oracle Purchasing Help Index and Oracle CLM Purchasing Help Index

Oracle Purchasing Help Index

Setting Up	Overview of Setting Up Defining Locations Defining Buyers Defining Approval Groups Assigning Approval Groups Annotating Purchasing Documents Managing Attachments Attaching Notes to Purchasing Documents Defining Purchasing Options Defining Receiving Options Defining Requisition Templates Purchasing Hazardous Materials Regulation Background Defining Hazard Classes Defining UN Numbers Defining Lookup Codes Defining Quality Inspection Codes Line Types in Purchasing Documents Defining Line Types Purchasing Services Defining Document Types Defining Document Styles Purchase Order Communication Setup Steps Center-Led Procurement Setup Controlling Purchasing Periods Expense Charge Account Rules Choosing Workflow Options iProcurement Setup Windows Oracle Services Procurement Define Job and Category Association Setting up Supplier Scheduling Using AME for Purchase Order Review, Approval, and Multiple E-Signatures
Approval, Security, and Control	Setting Up Document Approval and Security Position Hierarchies Document Security and Access Approval Routing Approval Authorization Control Defining Approval Authorization Rules Using Approval Assignments Assigning Employees The Document Approval Process Approved Documents and Supply Document Status Checks Document Submission Checks Viewing and Responding to Approval Notifications Submitting a Document for Approval Offline Approvers Mass Forwarding Documents Document Control Overview Document Control Options Purchase Order Control Matrices Document Control Applicability Matrix Document Control Status Check Matrix Document Control Submission Check Matrix Controlling Documents MassCancel Defining MassCancel Define MassCancel Listing Running MassCancel Run MassCancel Listing
Requisitions	Overview of Requisitions Requisition Types Reserving Funds for Requisitions Reviewing Requisitions Managing Requisitions Updating Requisitions Overview of Internal Requisitions Demand for Internal Requisitions Internal Requisition Approvals Creation of Internal Sales Orders Management of Internal Sales Orders Pick Release for Internal Sales Orders Ship Confirmation for Internal Sales Orders Management of Internal Requisitions Internal Requisitions Processing Summary Internal Requisitions Setup Overview Minimum Order Management Setup for Internal Requisitions Minimum Shipping Execution Setup for Internal Requisitions Minimum Purchasing Setup for Internal Requisitions Minimum Inventory Setup for Internal Requisitions Online Processing Automation for Internal Requisitions Internal Requisitions Example Finding Requisitions Using the Requisition Headers Summary Window Using the Requisition Lines Summary Window Using the Requisition Distributions Summary Window Entering Requisition Preferences Entering Requisition Headers Entering Requisition Lines Entering Requisition Distributions Using Requisition Templates
Purchase Orders	Overview of Purchase Orders Purchase Order Types Purchase Order Features Defaulting Rules for Purchase Orders Created Using Forms Finding Purchase Orders Using the Purchase Order Headers Summary Window Using the Purchase Order Lines Summary Window Using the Purchase Order Shipments Summary Window Using the Purchase Order Distributions Summary Window Entering Purchase Order Preferences in Forms Entering Purchase Order Headers Entering Purchase Order Lines Entering Purchase Order Price Reference Information Entering Purchase Order Reference Document Information Entering Purchase Order Miscellaneous Information Entering Purchase Agreement Information Entering Purchase Order Temporary Labor Information Entering Currency Information Entering Purchase Order Details Information Entering Purchase Order Shipments Entering Purchase Order Receiving Controls Entering Purchase Agreement Price Break Information Entering Purchase Order Distributions Entering Outside Services Information Entering and Viewing Purchase Order Acceptances Entering Releases Entering Release Headers Entering Release Shipments Entering Release Distributions Automatic Release Generation Copying Purchase Orders Document Revision Numbering Document Revision Rules Document Reapproval Rules Changing Encumbered Documents Drop Shipments Tax Information in Purchasing Viewing Tax Information Procurement Card Purchase Orders and Releases Global Agreements
Supply Base Management	Overview of Sourcing, RFQs, and Quotations RFQs and Quotations Supplier Item Catalog Finding Supplier Items Using the Supplier Item Catalog Tabbed Regions Entering Order Pad Options (from Requisitions) Receiving Price/Sales Catalog Information Electronically Setting a Price Tolerance in a Price/Sales Catalog Update Monitoring Price Increases in a Price/Sales Catalog Update Overview of Automatic Sourcing Setting Up Automatic Sourcing Defining Sourcing Rules Assigning Sourcing Rules and Bills of Distribution Approved Supplier List ASL Repository Maintenance ASL Business Needs Defining Approved Supplier Statuses Defining the Supplier and Item/Commodity Combination Defining the Supplier-Item Attributes View Approved Suppliers Entering RFQs Entering RFQ Headers Entering RFQ Lines Entering RFQ Supplier Information Entering RFQ Terms Information Entering RFQ Shipment Information Entering RFQ Price Break Information Entering Quotations Entering Quotation Headers Entering Quotation Lines Entering Quotation Terms Information Entering Quotation Shipment Information Entering Quotation Price Break Information Copying Quotations from RFQs Approving Quotations Finding Quotations for Approval Approving Quotation Shipments Approving Entire Quotations Defining Supplier Lists Managing Buyer Workload Reviewing Buyer Workload Assigning Requisition Lines
AutoCreate	AutoCreate Documents Overview AutoCreate Document Options Additional AutoCreate Features Oracle iProcurement Requisitions Finding Requisition Lines for AutoCreate Selecting AutoCreate Criteria Entering Document Information and Completing AutoCreate Using the Document Builder Modifying Requisition Lines
Professional Buyer's Work Center	Buyer's Work Center Overview Entering Preferences for Buyer Work Center Purchasing Documents Using the Demand Workbench: Requisitions Requisitions: Demand Workbench Purchase Orders Finding Standard Purchase Orders Entering Purchase Order Information Purchase Agreements Finding Agreements Create And Update Agreements Pricing Transparency for Standard PO and Global Blanket Purchase Agreement Creating and Managing Initiatives and Negotiations Related Contracts
Communication With Suppliers	Overview of Supplier Communication Printed Purchase Orders Overview Communication Methods
Using Supplier Scheduling in Oracle Purchasing	Overview Inputs from Oracle Planning and Oracle Purchasing Overview of Scheduler's Workbench Managing Schedules AutoScheduling CUM Management Other Topics
Receiving	Overview of Receiving Centralized Purchasing for Multiple Receiving Organizations Receiving Locations Movement Statistics Receiving Controls, Options, and Profiles Receipt Tolerances Return Material Authorizations (RMAs) Debit Memos Drop Shipment Receipts Receiving Open Interface Serial Tagging During Picking Advance Shipment Notices (ASNs) Managing Receipts Multiple Distributions Cascading Receipts and Receiving Transactions Express Receipts and Receiving Transactions Entering Express Receipts Finding Expected Receipts Entering Receipt Header Information Entering Receipt Lines Unordered Receipts Entering Unordered Receipts Matching Unordered Receipts Receiving Transactions Finding Receiving Transactions (Summary) Using the Receiving Headers Summary Window Using the Receiving Transaction Summary Window Viewing Accounting Lines Using the Receipt Header Details Window Finding Transaction Status Information Viewing Transaction Status Information Finding Receiving Transactions Entering Receiving Transactions Drilling Down to Purchasing from Oracle General Ledger Inspections Inspecting Received Items Returns Finding Returns Entering Returns Return to Vendor Transactions Corrections Finding Corrections Entering Corrections Finding Intransit Shipments Managing Shipments Control Numbers Receiving Reports Overview of Receipt Accounting Setting Up Inventory Accruals Accrual Process for Perpetual Accruals Monitoring Price Variances Reconciling AP Accrual Accounts Balance Accrual Process for Period-End Accruals Identifying Journal Entry Batches in General Ledger Accrual Write Off Automatic Offsets in Oracle Purchasing Defining Purchase Order Receipt Accruals Integration with Landed Cost Management Receiving HTML UI
Inquiries	Viewing Action History Viewing Purchase Order Changes
Reports	Accrual Write-Off Report Advanced Shipment Notice Discrepant Receipts Report AP and PO Accrual Reconciliation Report AP and PO Accrual Reconciliation Report Backordered Internal Requisitions Report Blanket and Planned PO Status Report Buyer Listing Buyer's Requisition Action Required Report Cancelled Purchase Orders Report Cancelled Requisitions Report Contract Status Report Country of Origin Report (by Item) Country of Origin Report (by Supplier) CUM History Report Encumbrance Detail Report Expected Receipts Report Financials/Purchasing Options Listing Internal Requisition Status Report Internal Requisitions/Deliveries Discrepancy Report Invoice Price Variance Report Invoice Price Variance by Supplier Report Item Detail Listing Item Summary Listing Location Listing Matching Holds by Buyer Report Miscellaneous Accrual Reconciliation Report New Supplier Letter Report Open Purchase Orders Report (by Buyer) Open Purchase Orders Report (by Cost Center) Overdue Supplier Shipments Report Overshipments Report Printed Change Orders Report (Landscape) Printed Planning Schedule Report Printed Change Orders Report (Portrait) Printed Purchase Order Report (Landscape) Printed Purchase Order Report (Portrait) Printed RFQ Report (Landscape) Printed RFQ Report (Portrait) Printed Requisitions Report Purchase Agreement Audit Report Purchase Order Commitment by Period Report Purchase Order Detail Report Purchase Order Distribution Detail Report Purchase Order and Releases Detail Report Purchase Price Variance Report Purchase Requisition Status Report Purchase Summary Report by Category Purchasing Activity Register Purchasing Interface Errors Report Purge Purchasing Open Interface Processed Data Quality Code Listing Quotation Action Required Report Receipt Adjustments Report Receipt Traveler Receiving Account Distribution Report Receiving Exceptions Report Receiving Interface Errors Report Receiving Transactions Register Receiving Value Report Receiving Value Report by Destination Account ReqExpress Templates Listing Requisition Activity Register Requisition Distribution Detail Report Requisition Import Exceptions Report Requisitions on Cancelled Sales Order Report RFQ Action Required Report Savings Analysis Report (by Buyer) Savings Analysis Report (by Category) Standard Notes Listing Substitute Receipts Report Summary Accrual Reconciliation Report Supplier Affiliated Structure Listing Supplier Price Performance Analysis Report Supplier Purchase Summary Report Supplier Quality Performance Analysis Report Supplier Service Performance Analysis Report Supplier Volume Analysis Report Suppliers on Hold Report Uninvoiced Receipts Report Unit of Measure Class Listing Unit of Measure Listing Unordered Receipts Report
Integration with Other Applications	Integration for Engineering and Construction Industry Landed Cost Management Pricing Transparency Integration with Oracle Process Manufacturing - Outside Processing (OPM-OSP)
Processes	Accrual Load ASL Upgrade Process Confirm Receipts Workflow Select Orders Process Create Internal Sales Orders Process Create Releases Process Create Standard Purchase Orders Process Fill Employee Hierarchy Process Generate Sourcing Rules And ASLs From Blanket Agreements Import Price Catalog Import Standard Purchase Orders Import Contract Purchase Agreements Mass Update of Purchasing Documents Mass Update of Requisitions Mass Close of Purchasing Documents Payment on Receipt Planning and Shipping AutoSchedule Processes PO Output for Communication Purchasing Database Administration Purchasing Documents Open Interface Receipt Accruals - Period-End Process Receiving Transaction Processor Requisition Import Process Reset Period End Accrual Flags Reschedule Requisitions Process Retrieve Time from Oracle Time and Labor (OTL) Retroactive Price Update on Purchasing Documents Send Notifications for Purchasing Documents
Windows and Navigator Paths	Oracle Purchasing Windows and Navigator Paths
Oracle Purchasing Alerts	Using Oracle Alert in Oracle Purchasing Predefined Purchasing Alerts
Oracle Purchasing Profile Options and Profile Option Categories	Profile Options and Profile Option Categories Overview Profile Option Category and Profile Options Descriptions
Function Security	Function Security for Purchasing
Procurement Workflows	Overview of Procurement Workflows Customization Guidelines Using the Account Generator in Oracle Purchasing Using the Account Generator in Oracle Purchasing Decide How to Use the Account Generator What the Account Generator Does in Oracle Purchasing Customizing the Account Generator for Oracle Purchasing The Default Account Generator Processes for Oracle Purchasing Summary of the Generate Default Accounts Process Generate Default Accounts Process Activities Summary of the Generate Default Accrual Account Subprocess Summary of the Generate Default Budget Account Subprocess Summary of the Generate Default Charge Account Subprocess Summary of the Generate Default Variance Account Subprocess Summary of the Build Expense Charge Account Subprocess Summary of the Build Inventory Charge Account Subprocess Summary of the Build Shop Floor Charge Account Subprocess Summary of the Build Inventory Budget Account Subprocess Summary of the Build Project Account Subprocesses Summary of the Get Charge Account for Variance Account Subprocess Summary of the Get Variance Account from Organization Subprocess Summary of the Generate Accounts Using FlexBuilder Rules Process Using the Workflow Monitor with the Account Generator Requisition Approval Workflow Requisition Approval Workflow Customizing the PO Requisition Approval Workflow The PO Requisition Approval Workflow Item Type Summary of the Main Requisition Approval Process Main Requisition Approval Process Activities Summary of the Start of Approve Requisition Process Start of Approve Requisition Process Activities Summary of the Verify Requisition Subprocess Verify Requisition Subprocess Activities Summary of the Reserve At The Start Subprocess Reserve At The Start Subprocess Activities Summary of the Verify Approval Authority Subprocess Verify Approval Authority Subprocess Activities Summary of the Approval List Routing Subprocess Approval List Routing Subprocess Activities Summary of the Reject Requisition Subprocess Reject Requisition Subprocess Activities Summary of the Return Requisition to Submitter Subprocess Return Requisition to Submitter Subprocess Activities Summary of the Notify Approver Subprocess Notify Approver Subprocess Activities Summary of the Response with Approve Action Subprocess Response with Approve Action Subprocess Activities Summary of the Response with Approve and Forward Action Subprocess Response with Approve and Forward Action Subprocess Activities Summary of the Response with Forward Action Subprocess Response with Forward Action Subprocess Activities Summary of the Response with Reject Action Subprocess Response with Reject Action Subprocess Activities Summary of the Reserve Before Approve Subprocess Reserve Before Approve Subprocess Activities Summary of the Approve Requisition Subprocess Approve Requisition Subprocess Activities Summary of the Print Document Subprocess Print Document Subprocess Activities Summary of the Verify Approval Authority for Approve and Approve/Forward Action Subprocesses Verify Approval Authority Subprocess Activities Purchase Order Approval Workflow Purchase Order Approval Workflow Customizing the PO Approval Workflow The PO Approval Item Type Summary of the PO Approval Top Process PO Approval Top Process Activities Summary of the PO Approval Process PO Approval Process Activities Summary of the Verify PO Subprocess Verify PO Subprocess Activities Summary of the Reserve Before Approve Subprocess Reserve Before Approve Subprocess Activities Summary of the Verify Approval Authority Subprocess Verify Approval Authority Subprocess Activities Summary of the Approve PO Subprocess Approve PO Subprocess Activities Summary of the Print, Fax, and Email Document Subprocesses Print, Fax, and Email Document Subprocess Activities Summary of the Approve and Forward PO Subprocess Approve and Forward PO Subprocess Activities Summary of the Notify Approver Subprocess Notify Approver Subprocess Activities Summary of the Find Approver Subprocess Find Approver Subprocess Activities Summary of the Forward PO Subprocess Forward PO Subprocess Activities Summary of the Return PO to Submitter Subprocess Return PO to Submitter Subprocess Activities Summary of the Reject PO Subprocess Reject PO Subprocess Activities Change Order Process Activities Workflow Processes for Approving Change Orders Workflow Processes for Approving Change Orders Customizing the Change Order Workflow The Change Order Workflow Item Attributes Summary of the Get All Document Changes Subprocess Get All Document Changes Subprocess Activities Summary of the Get All Blanket PO Changes Subprocess Get All Blanket PO Changes Subprocess Activities Summary of the Get All Contract PO Changes Subprocess Get All Contract PO Changes Subprocess Activities Summary of the Get All Planned PO Changes Subprocess Get All Planned PO Changes Subprocess Activities Summary of the Get All Release Changes Subprocess Get All Release Changes Subprocess Activities Summary of the Get All Standard PO Changes Subprocess Get All Standard PO Changes Subprocess Activities Summary of the Do Document Changes Require Reapproval? Subprocess Do Document Changes Require Reapproval? Subprocess Activities Summary of the Change Order Reserve Before Approve Subprocess Change Order Reserve Before Approve Subprocess Activities Summary of the Approve PO (Change Order) Subprocess Approve PO (Change Order) Subprocess Activities Summary of the Print and Fax Document Processes (Change Order) Print and Fax Document Process (Change Order) Activities Workflow for Creating Purchase Orders and Releases Workflow for Creating Purchase Orders and Releases Customizing the Automatic Document Creation Workflow The PO Create Documents Item Type Summary of Overall Document Creation / Launch Approval Process Overall Document Creation / Launch Approval Process Activities Summary of the Verify Req Line Information Process Verify Req Line Information Process Activities Summary of the Does Req Line Have Enough Information To Automatically Create A Document? Process Summary of the Create and Approve Purchase Order Or Release Process Create And Approve Purchase Order Or Release Process Activities Summary of the Get Buyer Subprocess Get Buyer Subprocess Activities Using the Workflow Monitor for the PO Create Documents Workflow Confirm Receipts Workflow Confirm Receipts Workflow Customizing the Confirm Receipts Workflow The Confirm Receipts Workflow Item Type Summary of the Confirm Receipt Process Confirm Receipt Process Activities Summary of the Notify Requester Subprocess Notify Requester Subprocess Activities PO Send Notifications Workflow PO Send Notifications Workflow Customizing the PO Send Notifications for Purchasing Documents Workflow The PO Send Notifications for Purchasing Documents Item Type Summary of the PO Document Approval Reminder Process PO Document Approval Reminder Process Activities Price/Sales Catalog Notification Workflow Price/Sales Catalog Notification Workflow Customizing the Issue Notifications Process The PO Catalog Price Tolerances Exceeded Notifications Item Type Summary of the Issue Notifications Process Issue Notifications Process Activities Debit Memo Notification Workflow Debit Memo Notification Workflow Customizing the Debit Memo Notification Workflow The PO Debit Memo Notification Item Type Summary of the Debit Memo Process Process Navigator Workflows Process Navigator Workflows PO Approval Error Workflow PO Approval Error Workflow Customizing the PO Approval Error Workflow The PO Approval Error Item Type Summary of PO Approval Error Workflow
21 CFR Part 11 Compliance: Oracle E-Records	21 CFR Part 11 Overview E-records and E-signatures for Oracle Purchasing Viewing Oracle E-Records and E-Signatures

Setting up Planned Orders for Supplier Scheduling

Setting up Planned Orders

Glossary

Glossary

Oracle CLM Purchasing Help Index

Key Concepts: Public Sector Procurement	Overview of Oracle Contract Lifecycle Management for Public Sector Document Numbering Contract Line / Sub-Line (CLIN / SLIN) Exhibit Line / Contract Data Requirement List (ELIN/CDRL) Options Pricing Incremental Funding Modifications
Acquisition Plan Summary	Overview Acquisition Plan Summary Home Page Creating and Managing an Acquisition Plan Summary Actions on an Acquisition Plan Summary Using Acquisition Plan Summary in CLM Documents
Buyer Work Center	Buyer Work Center - An Overview Requisitions Summary Amendments Post Award Requests Assignments Awards Indefinite Delivery Vehicles (IDVs) Modifications Deliverables Negotiations Suppliers Suppliers Quick Update Company Profile Information Terms and Control Contract Administration Protests Using FAR and non-FAR Transactions
Workload Assignments	Overview Using Workload Assignments from the Requisitions page Buyer Workload page Assignment Summary page
Multiple Awards and Umbrella Programs	Overview Multiple Awards and Umbrella Programs Scenarios
Awards	An Overview of Awards Funding an Award from Requisitions Creating an Award Award Header Attachments Address and Supplier Details ELINs and CDRLs Award Lines Organize Lines Schedules Linking Requisition Lines Distributions Update FPDS-NG Reporting Information action Integration with FedBizOpps Warrants for Awards Approving an Award Electronic Signature for an Award Update Approved Award without a Modification Closeout of Awards Manage Deliverables Verify Vendor Eligibility Wage Determination Complex Work Orders
Indefinite Delivery Vehicles (IDVs)	Overview of IDVs Creating an IDV IDVs in Buyer Work Center IDV Header Addresses and Supplier Details IDV Lines Update FPDS-NG Reporting Information action Integrating with FedBizOpps Warrants for IDVs Approving an IDV Electronic Signature for an IDV Updating an approved IDV without Modification Closeout of IDVs Verify Vendor Eligibility
Orders Referencing IDVs	Overview Creating an Order Referencing an IDV Ordering Constraints
Post Award Requests	Overview of Post Award Requests Creating and Using Post Award Requests
Modifications	Overview Creating a Modification Modification Header Address and Supplier Details Modification Lines Schedules (for Award Modifications only) Distributions (for Award Modifications only) Copying Attachments Global Updates on a Modification Actions on a Modification Update FPDS-NG Reporting Information action Warrants for a Modification System Generated Description Approving a Modification Electronic Signature for a Modification View Base Document Concurrent Modifications
Contract Administration	Overview Multiple Modifications Closeout
Small Business Coordination Record (DD-2579)	Overview Creating a Small Business Coordination Record
Federal Procurement Data System - Next Generation (FPDS-NG)	Overview Reporting Methods Edit FPDS-NG Reporting Information page Actions on a CAR Approving a CAR
Contract Terms	Overview Contract Terms Page Using Contract Expert Managing Deliverables Contract Actions Managing Sections Clause Logic Service
Approvals	An Overview of Approvals Management Viewing and Responding to Approval Notifications Bilateral Signature Document Submission Checks
Contract File	Overview Structure of a Contract File
Online Representations and Certifications Application (ORCA)	Overview Extracting ORCA Details via CLM Documents
Electronic Document Access (EDA)	Overview of EDA
Reports	FPDS Compliance Report CCR Compliance Report Awards by COTR Report Awards by Status Report
Appendix - Common CLM Functionality	Document Numbering Contract Line / Sub-Line (CLIN / SLIN) Exhibit Line / Contract Data Requirement List (ELIN/CDRL) Options Pricing Funding
Appendix - Lock Types in Concurrent Modifications	Attribute List with Lock Types
Appendix - Copy Action	Copy Action
Appendix - Troubleshooting Tips	Multiple Modifications for Supplier Change

UDA (User Defined Attributes)

UDA

Introduction
Value Sets
Attributes and Attribute Groups
Functions
Templates
Simulate

Windows/Pages and Navigation Paths

CLM Glossary