The feature that enables the automation of supplier evaluation by employees is Conduct Internal Surveys for Supplier Qualification. This feature allows you to create and publish internal surveys to collect feedback from employees who have interacted with suppliers. You can use predefined or custom questions, assign survey respondents, and schedule survey frequency. The survey responses are automatically captured and aggregated in the supplier qualification work area, where you can view the supplier performance scores and trends over time. This feature helps you to monitor and improve supplier performance, as well as identify potential risks and opportunities.

References:

• Conduct Internal Surveys for Supplier Qualification
• How You Conduct Internal Surveys for Supplier Qualification
• Oracle Fusion Cloud Procurement: Supplier Qualification

When you create an implementation project, you can select the offerings and functional areas that you want to implement by selecting the Enable check box for each option. This will generate a list of setup tasks for the selected options. You can also see the status of each offering and functional area, such as Provisioned, Enabled, or Not Enabled. After creating the implementation project, you can update the status of each task to indicate the progress of the implementation. You can set the status to In Progress, Implemented, or Not Applicable. This will help you to identify the stage of each offering and functional area in the implementation project.

References:

• How You Use Implementation Projects to Manage Setup
• Oracle Fusion Applications Procurement Implementation Guide, Section 2.1: “Create Implementation Project”

To define a Procurement Agent, you can follow these steps:

• Navigate to the Setup and Maintenance work area and search for the Manage Procurement Agents task.
• Click on the Go to Task icon to open the Manage Procurement Agents page.
• Click on the Create icon to create a new procurement agent.
• Enter the following information in the Create Procurement Agent dialog box:
• Click on the Save and Close button to save the procurement agent.

You have successfully defined a procurement agent. You can verify the procurement agent details by searching for it in the Manage Procurement Agents page. For more information on how to define and manage procurement agents, you can refer to the Define Procurement Agents (Oracle Fusion Cloud Procurement Implementation Guide) document.

Or the following steps:

Following the scenario, we need to define you (Student, PRCXX) as a Procurement Agent with access to manage procurement transactions in the US1 Business Unit.

Here are the steps to define the Procurement Agent:

• Navigate to Manage Procurement Agents:
• Create the Procurement Agent:
• Enter the Procurement Agent Information:
• Save the Procurement Agent:

Verification:

• You should now be listed as a Procurement Agent in the Manage Procurement Agents page.
• You can verify your assigned actions and Business Units by clicking on your record.
• You should be able to create and manage procurement transactions within the US1 Business Unit.

Additional Notes:

• Make sure to replace "xx" with your allocated User ID (01) in the Agent field for accurate identification.
• Selecting "Use Defaults" assigns all standard procurement actions to you. You can customize these actions later if needed.
• Remember that your access level and permissions within the Procurement module will be determined by your Procurement Agent role and associated Business Units.

To create a new Business Unit for your purchasing organization, you can follow these steps:

• Navigate to the Setup and Maintenance work area and search for the Manage Business Unit task.
• Click on the Go to Task icon to open the Manage Business Unit page.
• Click on the Create icon to create a new business unit.
• Enter the following information in the Create Business Unit dialog box:
• Click on the Save and Close button to save the business unit.

You have successfully created a new business unit for your purchasing organization. You can verify the business unit details by searching for it in the Manage Business Unit page.

Or use the following Steps:Following the scenario, we need to create a new Business Unit in Oracle Procurement Cloud for your purchasing organization and assign the previously created location in Redwood City, CA.

Here are the steps to create the Business Unit:

• Navigate to Manage Business Units:
• Create the Business Unit:
• Enter the Business Unit Information:
• Save the Business Unit:

Verification:

• The Business Unit "PRCXX Business Unit" (replace xx with 01) should now be listed in the Manage Business Units page.
• You can verify the details of the business unit by clicking on it.
• The default location and set should be displayed as "PRCXX Location" (replace xx with 01) and "USLOCS," respectively.

Additional Notes:

• Make sure to replace "xx" with your allocated User ID (01) in both the Business Unit name and code for consistent naming convention.
• Assigning the US Location Set to the Business Unit ensures that it inherits the legal entities, accounts, and other context information from that set.

To create a location for your purchasing headquarters, you can follow these steps:

• Navigate to the Setup and Maintenance work area and search for the Manage Locations task.
• Click on the Go to Task icon to open the Manage Locations page.
• Click on the Create icon to create a new location.
• Enter the following information in the Create Location dialog box:
• Check the Active check box to make the location active.
• Click on the Save and Close button to save the location.

You have successfully created a location for your purchasing headquarters. You can verify the location details by searching for it in the Manage Locations page.

OR use the following:Following the scenario, we need to create a Location in Oracle Procurement Cloud for your purchasing headquarters in Redwood City, CA, with the following details:

• Location Set: US Location Set
• Name: PRCXX Location (Replace xx with 01)
• Code: PRCXXLOC (Replace xx with 01)
• Address: 1000 Main St, Redwood City, CA, 94065
• Status: Active

Here are the steps to create the location:

• Navigate to Manage Locations:
• Create the Location:
• Enter the Location Information:
• Save the Location:

Verification:

• The Location "PRCXX Location" (replace xx with 01) should now be listed in the Manage Locations page.
• You can verify the details of the location by clicking on it.

Task 6: Create a Qualification Question for Suppliers

Following the scenario, we need to create a new Qualification Question in Oracle Procurement Cloud named "PRCXX Q1" (replace xx with 01) to assess potential suppliers' years in business.

Here are the steps to create the Qualification Question:

• Navigate to Manage Supplier Qualification Questions:
• Create the Qualification Question:
• Enter the Qualification Question Information:
• Define Acceptable Responses:
• Save the Qualification Question:

Verification:

• The Qualification Question "PRCXX Q1" (replace xx with 01) should now be listed in the Manage Supplier Qualification Questions page.
• You can verify the question details and acceptable responses by clicking on it.
• The question level, responder type, question type, text, required status, and active status should be displayed as specified above.
• The acceptable responses should include 0, 3, and 10 years.

Additional Notes:

• Make sure to replace "xx" with your allocated User ID (01) in the question name for consistent naming convention.
• Selecting "Multiple Choice - Single Select" limits suppliers to choosing one answer.
• You can add additional acceptable responses if needed.
• Activating the question makes it visible to suppliers during the qualification process.