Iprocurement Features and Functions

iProcurement
Features & Functions
The Department of Procurement & Contracts

www.csc.cps.k12.il.us\purchasing
Objectives
Review the Internet Procurement (IP) application.
Look at the components of IP
Home Page, Requisition Creation, Requisition

Research, Approvals, Receiving, & Profile
setting.
Take a quick glance at Item Catalogs
What is iProcurement?
iProcurement provides a web based
method for requestors to create

requisitions, research the status of
requisitions, and receive (PODUP)
delivered orders into the system.
Benefits of iProcurement
IP brings together all of the aspects of creating, manipulating, and
researching requisitions into a single user friendly system.

The screens are clearly labeled, laid out, and easy to understand.
Screens guide the requestor through the entire process from start
to finish.
Checkout options are easy to understand and the design keeps you
out of trouble.
Real Time information.
Benefits of iProcurement
Receiving and making corrections to receipts has never
been easier.
IP is web based for ease of access and resembles many
internet shopping sites.

Navigating through the IP system is done by clicking
buttons and links as opposed to opening and closing

forms.
The Home Page
Parts of the Home Page

Page Tabs and Buttons
Links

Greeting and General Information
Purchasing News
To Do List
See requisitions pending your approval
Reassign this responsibility when youre gone

Requisitions at a Glance
10

Categories and Lists for browsing.
11
The Home Page
12
My Profile
Accessed with the My Profile tab
Allows us to enter default information to

be applied to requisitions created
13
Its time to Shop

Access the shopping page from the
home page.
Shopping Tab
Shopping Link
14
Shopping Page
15
Shopping
16
The Results Page
17
Selecting Items
Items can be selected one or several at a time by clicking
the check box to the left of the desired items.
Checked items can be unchecked if necessary by clicking
them again.
18
Acting on Selected Items
Once items are selected, you can:

Compare them, if two or more items are selected
Add them to your favorites list
Add them to your cart
19
The Results Page - Compare
Selecting multiple items and clicking the Compare

button will display the items for side-by-side
comparison.
20
Add to Favorites
Select the items to be added and then click

the Add to Favorites button.
21
Add to Favorites
The items will be here for future use

22
Add to Cart
Select and click the Add to Cart button.

23
The Shopping Cart
24
The Shopping Cart
25
Checking Out
When you have everything in your cart
that you want, proceed to checkout.

26
Delivery Information
Need by date
Who its going to

Where its going
27
Enter Billing Information
28
Review Charge Accounts
Charge Accounts are built by the account generator

Charge Accounts can be manually changed
29
Final Review of Charge Accounts
Multiple distributions are indicated by a

Multiple link in the Charge Account field.
30
Enter Notes & Attachments
31
Review Approver List
Multiple factors can be used to determine if

further approval is needed for the requisition. If
not, you can choose to continue or add
additional approvers.
32
Review List & Enter Justifications
Add approvers as desired

33
Review and Submit
34
Confirmation Page
35
Requisition Status
Find information about a requisition from
either the Requisitions at a Glance

region or by clicking the Check
Requisition Statue button on the Home
Page.
36
Requisition Status
From the Requisitions at a Glance
Click link under Status

Click link under Requisition
37
Action Buttons
Copy to Cart
This creates a new shopping cart using the
selected requisition as a template. Use
this to create a duplicate requisition.
Cancel
This will cancel the requisition. This only

works on a requisition that has no part of
it placed on a purchase order.
38
Action Buttons
Withdraw
This will withdraw an approved requisition as

long as no part of it has been placed on a
purchase order.
Resubmit
Use this to make modifications and resubmit a

Returned or Rejected requisition.
39
Receiving
40
Receiving
41
Receiving
Add your quantities
Click the Receive button
42
Receiving
Add info about the receipt

Either for the entire receipt
Or for each line separately
43
Receiving
Click Submit when done and your receipt is
made.
44
Catalogs & Lists
The purchasing department can maintain Public

Lists of their choosing.
45
Catalogs & Lists
Requestors see what you want them to see.

46
Conclusion
Oracles self service iProcurement
application is designed to make it easier for
a requestor to create requisitions.
There is a very informative home page that
acts as the starting point for the requestors
processes.
Both shopping and receiving have been
made easier for the requestor.
47
Conclusion
Core users typically find it easier to understand and to use
since the IP application takes you step-by-step through

each process with simple steps.
Instructions are often given on each page.
People new to Oracle will find it easy to understand and
seasoned core users will find it easy to transition to.
48
Questions?
49
Thank You
50

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Iprocurement Features and Functions

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iProcurement

Features & Functions

The Department of Procurement & Contracts

Home Page, Requisition Creation, Requisition

method for requestors to create

researching requisitions into a single user friendly system.

internet shopping sites.

buttons and links as opposed to opening and closing

The Home Page

Parts of the Home Page

Parts of the Home Page

Parts of the Home Page

Parts of the Home Page

Parts of the Home Page

The Home Page

Accessed with the My Profile tab

Allows us to enter default information to

Its time to Shop

The Results Page

Checked items can be unchecked if necessary by clicking

Acting on Selected Items

Once items are selected, you can:

The Results Page - Compare

Selecting multiple items and clicking the Compare

Select the items to be added and then click

The items will be here for future use

Select and click the Add to Cart button.

The Shopping Cart

The Shopping Cart

When you have everything in your cart

that you want, proceed to checkout.

Who its going to

Enter Billing Information

Review Charge Accounts

Charge Accounts are built by the account generator

Final Review of Charge Accounts

Multiple distributions are indicated by a

Enter Notes & Attachments

Review Approver List

Multiple factors can be used to determine if

Review List & Enter Justifications

Add approvers as desired

Review and Submit

Find information about a requisition from

either the Requisitions at a Glance

Click link under Status

This will cancel the requisition. This only

This will withdraw an approved requisition as

Use this to make modifications and resubmit a

Add your quantities

Click the Receive button

Add info about the receipt

Click Submit when done and your receipt is

Catalogs & Lists

The purchasing department can maintain Public

Catalogs & Lists

Requestors see what you want them to see.

since the IP application takes you step-by-step through

People new to Oracle will find it easy to understand and

seasoned core users will find it easy to transition to.

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