This guide takes you from approved requisitions to purchase orders that create, approve and email themselves, with buyers handling only what needs a human. Nine phases, every step with the exact task name, what to decide, and how to prove it worked before you move on. It continues the Al Noor Trading story from the Self Service Procurement guide, and it stands alone if you start here. Your progress saves in this browser.
Procurement BU options, procurement agents, document styles, buyer assignment, blanket agreements with touchless automation, PO approvals, supplier communication, testing, go-live.
Approved supplier lists and sourcing rules. Budgetary control. B2B and cXML supplier messaging. Consigned inventory. Approval bypass for automatically generated POs.
Payment terms, tax and invoice matching (Finance and Payables). Receiving setup and tolerances (Inventory). Supplier sites and controls (Supplier Master).
Document lifecycle controls for change orders and cancellations, open-PO conversion at cutover, and the day-2 buyer reporting pack. Planned as this guide expands.
Your scope decisions turn conditional areas into required ones. Verify every task in your own instance and release; Oracle changes setup each quarter.
Part 2 of 7 in the implementation series: ← Self Service Procurement · all guides · Supplier Master →. The story continues company-wide: Al Noor Trading is the same business in every guide.
Task names, options and process names are checked against the current release (26C); screens move between updates, verify in your instance. Companions when you go deeper: the Self Service Procurement guide · P2P, Step by Step · Releases.