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CITATION

Cameron, Melanie. Oracle Self-Service Applications. US: McGraw-Hill Osborne Media, 2010.

Oracle Self-Service Applications

Authors: Melanie Cameron

Published:  March 2010

eISBN: 9780071713313 007171331X | ISBN: 9780071713306
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  • Contents
  • Acknowledgments
  • Introduction
  • 1 Role of Self-Service Modules in an Organization
  • iProcurement
  • iExpense
  • Taking Self-Service Outside Your Company’s Walls
  • iSupplier
  • iReceivables
  • Order Management Portal
  • iAssets
  • 2 Common Implementation Considerations
  • What Do You Want Users to Be Able to Do?
  • Menus
  • Adding an Exclusion to a Responsibility
  • Common Functions for Self-Service Exclusion
  • What Will Users Be Able to See?
  • How Much Hand-Holding Will Users Need to Achieve Your Goal?
  • Using OA Framework to Add a Tip
  • Making a Field Required
  • Hiding a Field
  • Backing Out an OA Framework Personalization
  • Migrating Personalizations Between Environments
  • 3 iProcurement Setup
  • Required Setups Outside of iProcurement
  • Setups Specific to iProcurement
  • Requisition Approval Options and Setups
  • Locations
  • Items and Categories, and How They Are Used in iProcurement
  • Setting Up and Using Expense Account Rules
  • Optional Setups
  • Setting Up the Main Store
  • Using Smart Forms
  • Creating Stores and Adding Content Zones and Smart Forms
  • Enabling Shipment Tracking for Requisitions
  • Profile Options
  • Shopper Preferences
  • General Display Preferences
  • iProcurement Preferences
  • Purchasing Cards and iProcurement
  • Supplier Setups
  • Setting Up Procurement Cards
  • Reconciling Your P-Card Transactions to Requisitions
  • 4 Using iProcurement
  • Shopping
  • Shopping the Main Store for Internal Items and Items Available via a Transparent Punchout
  • Shopping Using a Punchout
  • Creating and Using Shopping Lists
  • Shopping from Non-Catalog Requests and Other Smart Forms
  • Contractor Requests
  • Checking Out and Creating Requisitions
  • Managing Requisitions
  • Viewing Requisitions and Their Statuses
  • Basic Requisition Flow
  • Other Requisition Actions
  • Approvals
  • Vacation Rules
  • Receiving Requisitions
  • Receiving from an E-Mail Notification
  • Basic Receiving
  • Express Receiving
  • Viewing Receipts
  • Receipt Corrections
  • Returning Items to Suppliers
  • 5 iSupplier Setups
  • General Required Setups
  • iSupplier-Specific Setups
  • Securing Attributes for the Users
  • Profiles
  • Supplier Setups and Management
  • Prospective Vendor Registration Setups
  • Inviting a Supplier to Join
  • Registering Users
  • Administering User Requests
  • Setting Up Buyer Administrators to Receive Notifications
  • Additional Setups for Classifying Suppliers (Optional)
  • 6 Using iSupplier
  • iSupplier, Internal View
  • Home Page
  • Orders
  • Shipments
  • Finance
  • iSupplier, External View
  • Purchase Order Actions
  • Advance Shipping and Advance Billing Notices
  • Updating Product Information
  • Uploading Invoices
  • Updating Supplier Information
  • Surveying Suppliers
  • 7 iExpense Setups
  • Setting Up Employees
  • Payables Options for Expense Report
  • Viewing or Manually Entering Employees as Suppliers
  • Creating Expenditure Policies
  • Creating Internet Expense Locations to Associate with a Policy
  • Defining Accommodation Policies
  • Defining Car Rental and Miscellaneous Policies
  • Defining Airfare Policies
  • Defining Meal Policies
  • Defining Mileage Reimbursement Policies
  • Defining Per Diem Policies
  • Capturing Additional Expense Report Information
  • Setting Up Expense Report Templates
  • Approval Options
  • Enabling Expense Report Auditing
  • Audit Rules
  • Audit Lists
  • Setting Up Receipt Notifications
  • Audit Holds
  • Setting Up Auditors
  • Profiles
  • User Account Securing Attributes
  • Credit Card Processing
  • Setting Up iExpense for Credit Card Integration
  • Defining Credit Card Policies
  • Mapping Credit Card Transactions
  • Loading Credit Card Transactions
  • Additional Miscellaneous Setups
  • Future-Dated Expenses
  • Languages for Approval Notes
  • Setting Up Contact Links
  • 8 Expense Report Processing
  • High-Level Overview of Expense Report Processing
  • Options for Entering Expense Reports
  • Access to Create Expense Reports
  • Direct Entry
  • Uploading Expense Reports from a Spreadsheet
  • Importing and Approving Credit Card Transactions
  • Approving Expense Reports
  • Approving Executive Expense Reports
  • Vacation Rules and Worklist Access
  • Auditing
  • Maintaining the Audit List
  • Auditing Expense Reports
  • Exporting to Payables
  • Common Expense Report Workflow Errors
  • iExpense Preferences
  • General iExpense Preferences
  • Allocation Expense Preferences
  • 9 iReceivables Setup
  • Setting Up Internal Users
  • Setting Up External Users and TCA Overview
  • Setting Up Self-Registration for iReceivables
  • Building the Search Criteria for Customers
  • Customizing iReceivables to Meet Your Company’s Needs
  • Setting Up Service Charges for Payments Made in iReceivables
  • Printing Limits
  • iReceivables Payment Processing
  • Disputing Items and Creating Credit Memo Requests
  • Credit Memo Approval Limits
  • Allowing iReceivables to Apply Open Credit Memos to Unpaid Invoices
  • Display Options
  • Customizing Invoices
  • Using Bill Presentment Architecture to Customize Your Invoices
  • 10 Using iReceivables
  • Accessing Customer Data in iReceivables
  • Home Page
  • Requesting a Credit Memo via a Dispute
  • Submitting a Dispute
  • Making a Payment
  • Using the Transaction List
  • Applying Credit Memos
  • 11 Order Information Portal
  • Setups
  • Granting Customers Access
  • Viewing Orders
  • Viewing Deliveries
  • Personalizing Views
  • Appendix
  • Glossary
  • A
  • B
  • C
  • D
  • F
  • G
  • I
  • K
  • L
  • M
  • O
  • P
  • R
  • S
  • T
  • V
  • W
  • Index