iProcurement Sub Processes

S. No Sub Process List

1 ICX_Catalog Loading
2 ICX_Procurement Card Purchase
3 ICX_Punchout Requisition
4 ICX_Catalog Requisition
5 ICX_NonCatalog Requisition
6 ICX_Requisition Approval
7 ICX_iProcurement Receiving
8 ICX_Receipts Correction
9 ICX_Create Accounting
10 ICX_iProcurement Requisition Change Order Process
11 ICX PO : PO Blanket Agreement Upload




















ICX iProcurement Catalog Loading
iProcurement Catalog Loading
i
P
r
o
c
u
r
e
m
e
n
t

/

P
u
r
c
h
a
s
i
n
g
i
P
r
o
c
u
r
e
m
e
n
t

C
a
t
a
l
o
g

A
d
m
i
n
i
s
t
r
a
t
i
o
n
Internal Catalog
Third Party
Electronic Catalogs
Supplier Cataogs Publish
XML Document
(or)
Tab Delimited file
(or)
Catalog Interchange Format (CIF)
Bulk Load
iProcurement Purchasing
Accessible





ICX iProcurement P-Card Purchase
iProcurement P-Card Purchase
i
P
r
o
c
u
r
e
m
e
n
t
Create a Self Service
Requisition
Start Check out
Yes
No
Is Supplier site
enabled for
P-Cards?
No P-Card will be
assigned to the
requisition
Supplier site has
valid Supplier P-Card
Setup?
Supplier P-Card
Details will be
assigned to the
Requisition
Yes
Does Requestor
(employee) has
Employee P-Card
Setup?
No
Employee P-Card
details will be
assigned to the
requisition
No P-Card will be
assigned to the
requisition
Yes
Yes
Does Requestor
(employee) has
Employee P-Card
Setup?
No
Requestor(Employee)
can override Supplier
P-Card and select
employee P-Card
No
Yes


ICX Punch-out Requisition
iProcurement Punch-out Requisition
i
P
r
o
c
u
r
e
m
e
n
t
Connect to Suppliers
Website (Through
Punch-out)
Add the item to
Cart in Supplier
Site
Select the Item
from Suppliers
catalog
Enter Notes and
attachments
Start Check out
Enter Delivery, Billing
Information
Specify Approvers
Review and Submit
Requisition
Req. amount <= Self-
Approval Limit
Approved
Yes
Follows the
Approval Hierarchy
No
Automatically
Adds the item to
iProcurement cart XML
Parser

ICX iProcurement Catalog Requisition
iProcurement Catalog Requisition
i
P
r
o
c
u
r
e
m
e
n
t
Search Item in
iProcurement Main
Store
Add to Cart
Select the catalog
item
Enter Notes and
attachments
Start Check out
Enter Delivery, Billing
Information
Specify Approvers
Review and Submit
Requisition
Req. amount <= Self-
Approval Limit
Approved
Yes
Follows the
Approval Hierarchy
No

ICX iProcurement Non-Catalog Requisition
iProcurement Non Catalog Requisition
i
P
r
o
c
u
r
e
m
e
n
t
Create a NCR (Non
Catalog Request)
Add to Cart
Enter the Non-Catalog
Item
Enter Notes and
attachments
Start Check out
Enter Delivery, Billing
Information
Specify Approvers
Review and Submit
Requisition
Req. amount <= Self-
Approval Limit
Approved
Yes
Follows the
Approval Hierarchy
No

ICX iProcurement Requisition Approval
iProcurement Requisition Approval
i
P
r
o
c
u
r
e
m
e
n
t

Employee(Requestor)
Creates Internal/ External
(NCR or Punch-out)
Requisition
Review and Submit
Provide the Billing,
Delivery, Notes and
Attachments
Specify Approvers
Req. amount <= Self-
Approval Limit
Requisition will be
approved
Next Level Approver
in the Approval
Hierarchy
Yes
No
Start
If any Vacation Rule
Setup
Forward the approval
notification to Proxy
(Temporary) Approvers
Approver can reassign,
forward or request
additional information
Yes
Approver Checkout (Approver
can make changes before
approving the Req.)
No No

ICX iProcurement Receiving
iProcurement Receiving (Desktop Receiving)
i
P
r
o
c
u
r
e
m
e
n
t

iProcurement Home
Page Go to Receiving
Search for
Requisitions/Items to
Receive
Select the line item
and quantity to
receive
Enter the optional
details Way Bill,
Packing slip no.
and comments
Start Submit Receipt




ICX iProcurement Receipts Correction and Return Items
iProcurement Return Items and Receipts Correction
i
P
r
o
c
u
r
e
m
e
n
t
Start End
Go to iProcurement
Receiving
Search for the
Receipt number
Select Correct
Receipts
Start
Correct the receipt
Details
Submit End
Go to iProcurement
Receiving
Search for the
Receipt number
Select Return Items
Enter the Quantity to
return
Submit
iProcurement Return Items
iProcurement Receipts Correction


ICX iProcurement Create Accounting
iProcurement Create Accounting (Account Defaulting Sequence)
i
P
r
o
c
u
r
e
m
e
n
t

C
a
t
a
l
o
g

A
d
m
i
n
i
s
t
r
a
t
i
o
n
Create Requisition Start
If the Deliver-To-Location
on the Requisition is ?
Charge account specified
in the sub-inventory to
which the inventory item
will be delivered
For items charged to
Projects, the project based
charge account will be
used
Expense
Location
Inventory
Location
Charge Account Default
from Item Master
Definition
Charge account Default
from Employee setup
form
Charge account default from
Primary Favorite Charge
Account specified in
iProcurement Preferences.
End




ICX iProcurement Requisition Change Order Process
iProcurement Requisition Change Order Process
i
P
r
o
c
u
r
e
m
e
n
t
Creating a Requisition
Approved the
Requisition
Review and Submit
Requisition
Requestor went back and
change the Requisition
Details like Quantity,
amount etc.
Start
Convert/Auto-Create
to Purchase Order
Approve the PO
Total amount of the
Requistion is in
tolerance limits?
The details on the Purchase order
will update and approved
automatically
Yes
Follows the Requisition
Approval Hierarchy
No

ICX PO: PO Blanket Agreement Upload
PO Blanket Agreement Upload
i
P
r
o
c
u
r
e
m
e
n
t
/
P
u
r
c
h
a
s
i
n
g
Start
Upload the Catalog Referencing
a GBPA or Quotation
If the Item is an
Expense Item?
Go to iProcurement Catalog
Administrator
Yes
The item will be
part of Master
Items
No
Set the Automatic Sourcing profile and
'PO Create Documents' Workflow
attribute 'Is Automatic document
creation allowed?' to 'Y',
Create the Requsiition
The requisition created from the
iProcurement will be automatically
converted to a PO or a release
All Items will be loaded
under iProcurement Catalog