12 2 5 RUP QA Impact Assessment V1 Approved MOS Inputs

8/19/2019 12 2 5 RUP QA Impact Assessment V1 Approved MOS Inputs

1/23

FUNCTIONAL IMPACT ASSESSMENT FOR

Procurement Family R12.2.5 August 2015

RUP

Application Release: 12.2.5

Author: Narasimharao Dronamraju, Vamsi Tata, Naiju Paul, Shankar Umamaheswaran

Contributors: Dan Kessler, Deepa Agrawal

Creation Date: 14-Sept-2015

Last Updated Date:

Version: 1.0

Status: Approved


2/23

Functional Impact Assessment for Procurement Family R12.2.5 RUP August Update 2015

Contents12.2.5 RUP Function Impact ...................................................................................................................................................................................... 3

Purchasing .................................................................................................................................................................................................................. 3

iProcurement ............................................................................................................................................................................................................. 3

Services Procurement ................................................................................................................................................................................................ 4

iSupplier ..................................................................................................................................................................................................................... 4

Supplier Life Cycle Management ............................................................................................................................................................................... 4

Sourcing ..................................................................................................................................................................................................................... 5

Contract Life Cycle Management - Requisition ......................................................................................................................................................... 5

SCM Integration ......................................................................................................................................................................................................... 6

Forward Port Enhancement Function Impact (MOS Document Reference) ................................................................................................................. 7

12.1.3: Procurement Family Update – Current Rollup Patch: 21198991:R12.PRC_PF.B (Doc ID 1468883.1) ........................................................... 7

Most Important Fixes Included in Patch R12.PRC_PF.C.Delta.5 ................................................................................................. 7

Testing Recommendation - Key Business Flows .......................................................................................................................................................... 11


3/23


12.2.5 RUP Function Impact

PurchasingAME to be Supported at Doc Type Level

The Work Flow Start Process would take the input from Document Type.

Uptake of DFF Popup in Summary Regions at all LevelsPO lines Descriptive Flex Fields will be rendered in a popup.

Default of Key Attributes in Complex Purchase Orders

Defaulting of Project and Accounting information for Financing Purchase orders. There is also a need to default ChargeAccount and PTOE (Project, Task, Expenditure Type and Expenditure Organization) details for advances distribution.

iProcurementImpacts on Purchase Order for Oxford University Internal Descriptors Enhancement Request

Conditionally make the descriptors visible or invisible to the suppliers in iSupplier portal

Suppliers should not see or update the descriptors which are used for internal purposes. The access needs to be controlled based on descriptor type either it is internal or external.

The above enhancement request impacts iProcurement Base Descriptors Definition and User Defined Descriptors Definition

During supplier download lines, Oracle iSP needs to look at the descriptor flag and if the descriptor is internal, then it shouldnot be accessed by supplier.

During supplier upload, Oracle PDOI should not get updated or overridden. In Oracle iSupplier portal Blanket Purchase Agreement lines UI, the descriptor set to invisible shouldn’t be shown. This is for

the supplier and for the buyer it should still show the invisible descriptor as well.

The buyer should be able to see invisible descriptors in Blanket Purchase Agreement lines.

During negotiation creation items are pulled from catalog and descriptors can be added as attributes.

Auto creation of requisition lines into negotiation would also have an impact if the descriptors are copied.

Generate a Default Need-by-Date Based on Lead Time and Blanket Order Lead Time

Generating a default requisition need-by-date based on lead time and Blanket Purchase Order lead time.


4/23


Change Order Enhancement

Validation for buyer when the requester submits change request.

Validation of Purchase order exceptions during change request submission and acceptance.

Services Procurement Rate Card Support and Enhanced ASL

The rate card feature provides the ability to maintain a list of standard job titles or descriptions and other details about the job.

We can also refer the rate card during requisition and order document creation.

iSupplierEnhanced Change Order Process for iSP

Partial Acknowledgement changes & responses

PO Status & Change request Status

Buyer/Supplier Cancellation Reason Display

Supplier Life Cycle ManagementAutomated Assessment Process

Automating the entire assessment process from initiation to assessment completion and reducing the manual effort forcompleting an assessment.

Sequential/Parallel Routing for RFI Evaluation

Buyer may float a performance evaluation assessment to more than one supplier and can short list supplier for creating purchase order or agreement based on performance evaluation results, routing the scoring of assessment based on different

conditions like supplier scored more than 50% in quality and scored less than 60% then the receiving team etc.


5/23


Dynamic Invitation Lists

Buyer is able to define Dynamic Invitation/Supplier Lists which saves the search criteria and updates the search result based onthe latest set of suppliers in the system for an assessment.

SourcingSourcing Initiatives

Ability to define Objectives & Tasks

Ability to drive Initiatives with Objectives & track Progress of Tasks & Initiatives

Templates for all the above to fasten the document creation process

Multiple Active Offers

Suppliers can Place Multiple active Offers at the same Time

Alternate Lines Supplier can negotiate on alternate/Additional item during bid/Quote creation, when the buyer requested item not available.

Allowing Suppliers to not bid a line in a new round for which they have previously submitted a bid

Provide flexibility for supplier not to place bid/Quote for the Previously submitted Bid

Contract Life Cycle Management - RequisitionMIPR Assisting Office Remodel

The MIPR Assisting Office information captured as part of a MIPR-Own document is always an external agency and hence

should be captured as an external entity and not as HR-Locations. Similarly, the contacts should be from the External Entity

PR Amendment – Action History Attachments

User able to track the attachments added in the base document, conformed copy and also on each amendment. Amendment

Action History should include attachments which are added, updated and deleted with name, date, time.

Allowing MIPR Obligation Type ‘Both’ at Req Line Level


6/23


When the obligation type is ‘Both’ at header, then user has to provide the funding method (Reimbursement, Direct Citation) atline level. However sometime assisting agency doesn’t decide on the funding method and mention it has ‘both’ at line level.

Hence user will be provided with option to select ‘Both’ at line level as well.

Amount to be Rendered Instead of Quantity and Unit Price for Amount Based Lines Requester wherever he navigates the behavior of amount based lines would be consistent. Similarly for a buyer, across the

pages we propose to make it consistent.

Solicitation Amendment for Closed Solicitation

Users have the capability to create a solicitation amendment when solicitation Amendment is closed.

FedBizOpps message description Changes

Description field Characters size are increased inline to FBO.

Text Area Provided instead of Message Text.

SCM Integration Serial Tagging

There is no Purchasing Impact.

LCM-Sourcing Cost FactorsThere is no Purchasing Impact.


7/23


Forward Port Enhancement Function Impact (MOS Document Reference)

12.1.3: Procurement Family Update – Current Rollup Patch: 21198991:R12.PRC_PF.B (Doc ID 1468883.1)

Most Important Fixes Included in Patch R12.PRC_PF.C.Delta.5

Functional Area

PurchasingSymptoms

Auto - CreateSplitting of the PR lines in DWB should work properly. Lines should be allowed to split.MOS Note : 222339.1

Auto - Create

Create a new document style by copying the style from negotiation administrator.

Selecting the style in document builder would allow this to work.MOS note : 222339.1

EbTaxCreate a new tax set up and ensure that the user does not get a tax error for scheduledrelease created previously.MOS Note : 222339.1

Functional Area

Iprocurement Symptoms

Generate a Default Need-By-Date

Based on Lead Time and Blanket OrderLead Time:

The Continue shopping button is missing in confirmation page.

Warning message text should be corrected when the need-by-date changes.

Change Order Enhancement While performing change order session errors out.

When buyer approves the change request, work flow database errors were displayed.

Getting an error page when a change request is submitted with inactive location.

The Change Request warning is not giving inactive ship-to location supplier site values.


8/23


Rate Card Support and Enhanced ASLUnable to access standardized job rate details. Getting validation failures.

Unable to view hiring requirement details in requisition details page.

Job attributes are not screening in the review supplier information page.

Rate card details are not filtering for fixed price temp labor line.

The value of the “Rate Negotiable” field is not properly displayed.

Copy Requisition not copying the attributes and not displaying special information.

Purchase Order and Blanket Purchase Agreement linked attribute values are not filtering forthe supplier.

Unable to view the revision history from iSupplier for Purchase Order and Blanket

Purchase Agreement.

Functional Area

Sourcing Symptoms

Complete AwardComplete Award for negotiation with BPA Outcome having Price Breaks completes

successfully.

Allocation SummaryIn requisition-driven negotiation, the Allocation Summary Button will be displayed after

award completion, allowing the buyer to view allocation.

Currency Conversion for Quote enabledwithout entering mandatory values

Currency Conversion for Quote or Bid happens even when the users change the currencywithout entering mandatory values.


9/23


GBPA Created from RFQ Getting auto

Approved

A GBPA created form RFQ will get Auto Approved.

Functional Area

iSupplier Portal Symptoms

When a user tries to submit a saved

Acknowledge in BPA, an error is raised. In BPA, a user should be able to submit successfully a saved acknowledge without anyerror.

A discarded invoice is shown from

View Invoice at the Purchase OrderLine level.

The user cannot see a discarded invoice from the View Invoice menu at Purchase Order

Summary line level when a matched invoice line has been discarded.

Unable to acknowledge the partially

acknowledged shipment.A supplier should be able to acknowledge a partially acknowledged shipment.

Functional Area

Supplier Life Cycle Management Symptoms

When supplier registration addresseschanges it is not updating in contact

details.

The Supplier registration address changes are not updating in contact details.

Functional Area

Contract Life Cycle ManagementSymptoms

PR Amendment – Action History

Attachments When the user clicks on Change Button in the requisition table an error is raised.


10/23


The single-line update attachment region is displaying the wrong line numbers.

Line - level attachments are not added to the correct lines.

An error is raised when a line-level attachment is deleted in a requisition amendment.


11/23


Testing Recommendation - Key Business Flows

This section includes guidelines with information about key business flows that need to be tested after applying Patch

R12.PRC_PF.C.Delta.5 .

Functional Area

Purchasing Key Business Flow Expected Result

AME support at the Doc Type level

The Work Flow Start Process should take

the input from Document Type whenDocument Style level is Null

1. Set a value for Workflow Start Process

- PO AME Approval Top Process inDocument Type.

2. Set a value for Approval Transaction

Type- PURCHASE_ORDER inDocument Type.

3. Set the AME setup to drive theApproval.

4. Create an SPO.

The AME is honored at Document Typeevel.

Impacted Flow for AME at Document Style

Level

1. Set a value for Workflow StartProcess- PO AME Approval Top

Process in Document Style.

2. Set a value for Approval Transaction

Type-PURCHASE_ORDER inDocument Style.3.

Set the AME setup to drive the

Approval.

4. Create an SPO.

The AME is honored at Document Style

Level.


12/23


13/23


descriptors with internal/externaland can provide values.

iSupplier Portal – Supplier’s View

1. Search for the Blanket Purchasing

Agreement.

2.

Verify that the supplier is able tosee only external descriptors

Only external descriptors are visible to supplier.

Generate a Default Need-by-Date

Based on Lead Time and Blanket

Order Lead Time

Create or copy a requisition and verify

that the need-by date is defaulted basedon lead time and offset.

1.

Add items to cart.

2. Click on View cart.

3. In the Shopping cart, verify that

the need-by date is defaulted based on lead time and offset.

The need-by date is defaulted based on item or

BPA lead time and offset.

Create or copy a requisition and updatethe defaulted need-by date. Verify that a

warning is given.

1. Add items to cart.

2. Click on View cart.3. In the shopping cart, update the

need-by date.

A warning message will appear.

Change Order Enhancement:

Validate the buyer when a Requestorsubmits a change request.

1.

Create requisition.

2.

Auto-Create PO.3. Login as Requestor.4. Submit Change Request.

The buyer’s manager will receive a notification ifthe buyer is inactive.

Validate PO exceptions when requestorsubmits change request.

1. Create requisition.

2. Auto-Create PO.3. Login as Requestor.

4. Submit Change Request.

The Requestor will get PO exceptions warning andthe Change Request will be rejected.


14/23


Notify Manager notifications

1. Create requisition.2. Auto-Create PO.3. Login as Requestor.

4. Submit Change Request.

5.

Login as manager and validatethe notification.

The Requestor will get a PO exceptions warning

and the Change Request will be rejected.

Rate Card Support and Enhanced

ASL

Job and Category association page

1. Create Job.

2. Create Purchasing Category.3. Create Shopping Category.

4. Create Shopping Categorydescriptors.

5.

Map PO and Shopping Category6. Create Job and Categoryassociation.

Category descriptors region is displayed and user isable to enter descriptor values.

Create PO with Rate based Line Type

Create PO with rate based line type

and then validate rate cardinformation.

Rate card info is displayed.

Auto-Create to RFQ and verify that the

sourcing buyer can see rate cardinformation.

Auto-Create to RFQ. Rate card info is displayed.

Supplier authoring Purchase Order orBlanket Purchase Agreement.

Verify that the supplier is able to seerate card information.

Rate card info is displayed.

Functional Area

iSupplierKey Business Flow Expected Result

Enhanced Change Order Process for

iSP


15/23


Supplier saves the Acknowledgementand then submits it.

1. Create Purchase Order with 3lines with acknowledgment as

document or shipment and

approve it.2. Supplier logs in and enters

acknowledgement for few linesand saves.

3. Supplier revisits the page.

4. Edits the saved acknowledgementafter entering values in all lines

and submits.

1.

Supplier is able to save the acknowledgement.2. The supplier is able to edit the saved

acknowledgement and submit successfully.3. The supplier or buyer can view the improved

status of the acknowledgement made by them.

Supplier Saves the Change Request andthen submits it.

1.

Create Purchase Order with 3

lines with acknowledgment asdocument or shipment andapprove it.

2. Supplier logs in and requestschanges for few lines and Saves

3. Supplier revisits the page edits

the saved Change Request afterentering values in all lines and

submits it.

1. The supplier is able to save the ChangeRequest.

2. The supplier is able to edit the saved changerequest and submit successfully.

3. Supplier or buyer can view the status of the

Change Request tracked via new column.

Functional Area

Sourcing Key Business Flow Expected Result

Sourcing Initiatives

Task Templates

1. Create Task Template List.

2. Add the Necessary Task andother details.

1. Task List Templates is created successfully

with defined tasks.2. Task List Template Status is Active.


16/23


3. Activate. 3. All the defined tasks are available.4. Task List is available when searched.

Objectives

1. Define the Business required

Objectives.

2.

Activate.

1. Objective created successfully.

2. Objective Status is Active.

3.

Objective is available when searched.

Initiative Templates

1. Define Initiative Template.

2. Add the required Objectives.3. Add or apply the required Task

by adding manually or from Task

List Template.4. Activate the Initiative Template.

1. Initiative Templates is successfully created.2.

Template consists of added Objectives and

Tasks.

3. Template status is Active.4. Template is available when searched.

Drive or monitor, Initiative or Task

progress to meet the Objectives set forthe Organization.

1. Create Initiative from Initiative

Template.

2.

Enter start date and duration orend date for Initiative.

3. Enter start date and duration or

end date for Task.

4. Enter the Owner for the Task.5. Activate the Initiative.

6. All Task owners update the progress of the Task.

7. Initiative owner monitors the

progress of Tasks and Objectives

during this time.8. Initiative owner sends

instructions to Task owners to

complete the Task.

9. All Task owners complete theTask.

10. Initiative status changes toComplete.

1. Objective and Tasks are copied from Template.

2. Initiative Status remains Active.3. Assigned Task and overall Initiative progress is

reflected.4.

Task owners receive notification with

instructions from the initiative owner to

complete the Task.5. Task owners successfully complete the Task.

6.

Initiative status moves automatically toCompleted.


17/23


Multiple Active Offers

Supplier Placing Multiple Active Quote

or Bid.

1. Create Negotiation Document.2. Define lines for Negotiation.

3. In Controls, enable Multiple

Active Offers.4. Publish.

5. Login as supplier and placegreater than two (Quote or Bid).

6. Close the Negotiation Document.

7. Award all the Active Quote/Bid.8. Complete the Negotiations.

1.

Suppliers are able to submit multiple Quote/Bidfor the Negotiation Document.

2. All of the Quote/ Bid statuses are Active.3. Buyer can award all the Active Quote or Bid.

Buyer Placing Multiple Surrogate Active

Quote or Bid.

1. Create Negotiation Document.2.

Define lines for Negotiation.

3.

In Controls, enable MultipleActive Offers.4. Publish.

5. Buyer places greater than twoSurrogate (Quote or Bid).


7. Award all the Active Quote orBid.

8. Complete the Negotiations.

1. Buyer is able to submit multiple Surrogate

Quote or Bid for the Negotiation Document.2.

All Quote/Bid statuses are Active.

3. Buyer can award all the Active Quote or Bid.

Alternate Lines

“Supplier Placing Alternate Line or

Additional Lines Related to Negotiation

Line”.

1. Define Item with “Allowdescription update” in the

Purchasing Tab parameters.

2. Create Negotiation Document.3.

In Controls, enable the option

“Allow Alternate Lines”.

4. Define lines using the above

1. Suppliers are able to enable Alternate Lines atcontrols and line level.

2. Suppliers are able to add Additional lines

against Negotiation Line in Quote or Bid.3.

Buyer is able to analyze both main line and

Alternate or Additional Lines.

4. Buyer is able to award both Negotiation Line &


18/23


created item for Negotiation.5. Enable “Allow alternate lines” at

Line Level.

6. Publish.

7.

Login as supplier and placegreater than one (Quote or Bid).

8.

Click on Alternate against the

Line in Quote or Bid and submit

it.9. Close the Negotiation Document.

10. Award all the lines in both

Negotiation Lines and AlternateLines.


Alternate/Additional Lines.

Supplier Placing Alternate

Line/Additional Lines without any

relation to Negotiation Line.

1.

Define Item with “Allowdescription update” in Purchasing

Tab parameters.2. Create Negotiation Document.

3. In Controls, enable the option“Allow Alternate Lines”.

4. Define lines using the above

created item for Negotiation.5. Publish.

6. Login as supplier and place

greater than one (Quote or Bid).7. Click on Alternate or Additional

Lines from actions of Quote orBid and then submit it.

8. Close the Negotiation Document.9.

Award all the lines both

Negotiation Lines and Alternate

Lines.

1.

Suppliers are able to enable Alternate Lines at

controls.

2. Suppliers are able to add Additional Lines‘Alternate Lines from action of Quote/Bid

3. Buyer is able to analyze both main line and

Alternate/Additional Lines.4. Buyer is able to award both Negotiation line &

Alternate/Additional Lines.


19/23



Allowing Suppliers to not Bid a line in a

new round for which they have previously submitted a Bid.

1. Create Negotiation document.2. Define 2 lines for Negotiation.

3. Enable in Controls ‘Allow

suppliers’ to select lines.4. Publish.

5. Login as supplier and place(Quote or Bid) for both the lines.


7. Create a new round and publishnew round.

8. Login as supplier and place(Quote or Bid) for one line and

other line keep offered flag as

‘No’.9. Close the Negotiation.

10. Award the Negotiation.11. Complete the Negotiation.

Suppliers are able to submit Quote/Bid in new

round without placing Bid for any one line whichhad been previously submitted a Bid.

Functional Area

Contract Life Cycle ManagementKey Business Flow Expected Result

MIPR Assisting Office Remodel

Create MIPR

Create MIPR and assign AssistingOffice Location and Contact details

from Supplier Master using

assistance office LOV.

Assistance office location and contact details

selected and assigned.


20/23


PR Amendment – Action History

Attachments

Create PR Amendment with attachments.

Create PR amendment and verify the

amendment attachments by newly

copying and deleting amendmentattachment history.

Newly created, copied, and deleted attachments are

displayed in amendment attachment history.

Allowing MIPR Obligation Type

‘Both’ at Requisition Line Level

Create MIPR with obligation. Create MIPR and specify obligation

type as Both at line.MIPR is created with obligation type as both.

Amount to be Rendered Instead of

Quantity and Unit Price for Amount

Based Lines

Create NCR with Amount Based Line

Type.

Create NCR with Amount Based line

type and verify consistency across the

below pages:A) Mini shopping cart

B) Complete Requisition

C) Change RequisitionD) Copy Cart

E) Copy from Home Page MyRequisitions

Amount alone is displayed and it is consistent

across all specified pages.

Solicitation Amendment for Closed

Solicitation


21/23


Create Amendment for Closed

Solicitation.

1. Create Solicitation and Publish.

2. Close the Solicitation.

3.

Create Amendment and Publish.

Users able to create amendment for a Closed

Solicitation.

FedBiz Opps message description

Changes

Send Messages to Fedbizopps.

1. Create Solicitation.2.

Enter Pre-solicitation Notice.

3. Click on Enter date.

4. Enter Description for 64k char.5. Publish to FBO.

1. User is able to enter description of 64kcharacters.

2. Description is displayed in text area.

3. FBO 64 characters description successfullysynced.

Functional Area

Supplier Life Cycle ManagementKey Business Flow Expected Result

Automatic Assessment ProcessEnhancement for Supplier Life Cycle

Management

Below scenarios are automated inassessment process:

1. Create recurring assessment rulefor different time based events

(event based-purchase order,

event based-agreements).2. View or update recurring

Assessment is created based on recurringassessment rule with scoring/evaluation and the

assessment process is completed automatically.


22/23


assessment rules.3. Manage or update draft recurring

assessment rules.

4. Manage or update draft

assessments.5. Verify scoring entered for the published assessments.

6. Verify evaluation performed for

the published assessments.7. View or update recurring

assessment rules.

8. Manage or update draft recurringassessment rules.

9. Manage or update draft

assessments.10. Verify scoring entered for the published assessments.

11. Verify evaluation performed for

the published assessments.

Sequential/Parallel Routing for RFIEvaluation

Following scenarios covered:

1. Creation of Collaboration Team

as reusable list or template.2. Route the scoring in parallel

and/or sequential basis.

3.

Define conditions for routing ofscoring.

4. Shortlist or reject a supplier basedon the scores for a particular

section.5.

View total scores at supplier lever

rather than at response level.

Routing the scoring in parallel or sequential is based on routing conditions.

Dynamic Invitation Lists Following scenarios covered: Two types of supplier’s lists are provided, Static


23/23


1. Create Dynamic Supplier Lists.2. Create new search criteria with

search conditions and update the

result with latest set of suppliers

in system.3. Create display format for searchcriteria.

4. Verify assessment has both static

and dynamic supplier list addingoptions.

5. Verify reusable Dynamic

Invitation List can be viewed inAdministration tab.

Supplier List and Dynamic Supplier List.Suppliers are invited as per latest set of suppliers inthe system meeting the defined search criteria.

Date post:	07-Jul-2018
Category:	Documents
Upload:	hidayatulla-shaikh
View:	215 times
Download:	0 times

12 2 5 RUP QA Impact Assessment V1 Approved MOS Inputs

Documents