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The Oracle Fusion Source to Pay (S2P) process offers a comprehensive end-to-end solution designed to streamline and optimize procurement activities within organizations. The success of any enterprise system ultimately relies on the promptness and accuracy of data input. Simplified Loader Excel templates make managing data accuracy and processing bulk transactions in a timely manner easier than ever before. Users can confidently oversee transactions to drive operational efficiency, ensure precise decision-making, conduct data analysis and reporting, and enhance customer satisfaction.

Moreover, Simplified Loader provides a comprehensive solution spanning from supplier management to the creation of Purchase Orders and payment to suppliers.

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Supplier

Simplified Loader Excel facilitates the uploading of supplier data, which is especially beneficial for simultaneously creating multiple suppliers or migrating data from legacy systems. Rather than manually entering each supplier's information, users can populate a spreadsheet with the relevant details and upload the data with a single click. The Simplified Loader Supplier template supports all sections in supplier records, including supplier names, addresses, contact information, payment terms, bank details, and tax information.

The bulk operation capability extends beyond the creation of new records. With the Simplified Loader template, users can download supplier details from Oracle and update or add information as needed. For instance, they can add addresses or sites.

Utilize Simplified Loader for managing supplier data in Oracle Fusion ERP.

Simplified Loader’s Supplier Excel template

Supplier Frame
01

Supplier
Profile

02

Addresses, Site,
Site Assignments
& Contact Details

03

Business
Classification or
Product &
Services

04

Supplier
Bank Details

05

Tax Profile
at the supplier
or site level

Supplier Frame One
01

Supplier
Profile

Supplier Frame Two
02

Addresses, Site,
Site Assignments
& Contact Details

Supplier Frame Three
03

Business
Classification or
Product &
Services

Supplier Frame Four
04

Supplier
Bank Details

Supplier Frame Five
05

Tax Profile
at the supplier
or site level

Explore the full list of supported operations in the Supplier's template.

Supported Operations>

Utilize Simplified Loader Excel to streamline the supplier creation process and accelerate new supplier onboarding. The feature allowing for the download and update of supplier records offers a comprehensive solution for managing supplier details directly from the spreadsheet.

Requisitioning

The Source-to-Pay (S2P) process begins with requisitioning. The data entered on a Requisition is used throughout the process, including POs, receipts, financial accounting, payables invoices, and management reporting. Therefore, it is critical to start the process with accurate data input.

Accurate information in Requisitions is essential for several reasons

Requisitioning Frame 1
Procurement Efficiency

The right requisition details ensure clear information about the requested items, quantities, specifications, and delivery dates, allowing procurement professionals to quickly identify suitable suppliers, obtain quotes, and initiate purchase orders.

Requisitioning Frame 2
Cost Management

By providing accurate cost estimates and quantity requirements upfront, requisitions enable procurement teams to negotiate favorable terms with suppliers, identify cost-saving opportunities, and avoid over- or under-ordering of goods or services.

Requisitioning Frame 3
Inventory Management

Effective inventory management by providing visibility into demand patterns and consumption trends. Optimizes inventory by tracking demand patterns, forecasting accurately, reducing excess stock costs, and minimizing critical item shortages.

Requisitioning Frame 4
Decision Making

Provides decision-makers with reliable data for informed decision-making. Whether approving requisitions or prioritizing procurement initiatives, stakeholders rely on accurate information to assess needs, evaluate options, and allocate resources effectively.

Simplified Loader Excel template

Create
Requisitions

Submit Requisitions
for approval

Download &
update Requisitions

Cancel or delete
Requisitions

Upload
Attachments

The template does not limit the number of Lines in a Requisition. Our customer uses the Simplified Loader to create a Requisition with over 250 Lines with Project information. The Requisitions typically contain one Line for each Asset Category.

Click to view the complete list of supported operations in the Requisition's template.

Purchase Order

After reaching agreements with suppliers, Purchase Orders (POs) are shared. PO creation is automated and streamlined by converting Requisitions into Purchase Orders. During data migration from legacy systems, organizations create open POs in Oracle Fusion. In business-as-usual (BAU), organizations manage POs by keeping information updated or timely closing them. Simplified Loader is useful for both data migration and BAU processes.

Data Migration

Migrating Purchase Orders (POs) depends on several factors and can vary depending on the organization's specific needs and circumstances. Migrating POs should be carefully planned and coordinated with other system implementation activities, and factors like data migration strategy, business readiness, operational considerations, testing and validation, change management, and regulatory compliance should be considered. Organizations ensure a smooth transition to new procurement systems or processes while minimizing risks and disruptions by aligning PO migration with organizational priorities and objectives. Use the Simplified Loader Excel template to load the Purchase Order to Oracle Fusion.

Business as usual (BAU)

Due to evolving business requirements, purchase orders often undergo multiple revisions during their lifecycle. These changes may stem from price adjustments, delivery schedule alterations, supplier agreements, or scope modifications. Users aren't restricted to generating new purchase orders using the Simplified Loader Excel template. Simplified Loader facilitates the creation of change orders, which can be submitted for approval. This process involves straightforward steps, such as downloading an existing PO and updating it with revised details.
It's common for businesses to identify purchase orders where all purchasing activities are complete. With Simplified Loader, businesses can efficiently close POs in bulk with a single click.

1.

Adjust templates to specific business requirements

2.

Manage PO details across multiple sections (Lines, Schedule, Distribution) in a single sheet

3.

No limitations on transaction
uploads

4.

Review and rectify errors in the
same sheet

5.

Download and reconcile
uploaded POs

Explore the full list of supported operations in the Purchase Order's template.

Supported Operations>

Implementing Excel-based POs with Simplified Loader requires minimal setup and configuration. This allows organizations to quickly deploy and start using PO templates without the need for extensive IT support or infrastructure. Users can create and distribute PO templates within minutes, accelerating the procurement process and improving procurement efficiency.

Goods Receipt and Inspection

Oracle Fusion S2P facilitates receipt and inspection as goods or services are delivered. Users record receipt acknowledgments, verify the quality and quantity of received items, and reconcile them against corresponding Purchase Orders. Simplified Loader enhances the PO Receipt experience by providing a simple-to-use mechanism to receive multiple POs in a single click. The timely and accurate Receipt gives advantages like:

Goods Receipt and Inspection 1
Financial
Accuracy

Receipt of goods or services against a PO allows for accurately tracking expenses and liabilities. Timely receipt ensures financial records reflect actual transactions, facilitating accurate budgeting, forecasting, and financial reporting.

Goods Receipt and Inspection 2
Inventory
Management

Receipt of goods or services against a PO triggers updates to inventory levels. Timely receipt ensures that inventory records accurately reflect the quantity of goods received, enabling efficient inventory management and replenishment of stock levels.

Goods Receipt and Inspection 3
Invoice
Processing

Receipt of goods or services against a PO is often a prerequisite for invoice processing and payment. Timely receipt ensures that invoices can be matched to corresponding POs and receipts, expediting the invoice approval and payment process.

Goods Receipt and Inspection 4
Dispute
Resolution

Timely receipt of goods or services allows organizations to identify and address any discrepancies or issues promptly. It allows for timely resolution of quantity, quality, pricing, or delivery discrepancies.

Goods Receipt and Inspection 5
Operational
Efficiency

Timely receipt of goods or services streamlines procurement processes and contributes to overall operational efficiency. It minimizes delays in receiving and using essential goods or services, enhances supply chain visibility, and optimizes resource allocation and utilization.

Our customer uses the Simplified  Loader template for

1.

Receiving POs with numerous lines, overcoming challenges in directly receiving data from the application.

Goods Receipt and Inspection (3)
2.

Centralized receiving of POs for all contractors/contingent workers based on signed timecards.

Click to view the complete list of supported operations in the PO Receipt's template.

Supported Operations>

Invoicing & payments

Oracle Fusion S2P enables seamless invoice processing and validation once invoices are received from suppliers. The Simplified Loader Excel template to manage invoices allows the user to perform all major operations on Payables Invoice, including:

1

Creating & updating Invoices

2

Validating Invoices

3

Cancelling Invoices

Explore the full list of supported operations in the Invoice's template.

Suported Operations>

WWith the enhanced data accuracy facilitated by Simplified Loader,
the organization achieves

Goods Receipt and Inspection 1
Maintaining
Supplier
Relationships

Timely payment demonstrates reliability and trustworthiness to suppliers, fostering positive relationships. It encourages suppliers to prioritize your orders, provide better service, and offer favorable terms or discounts in the future.

Goods Receipt and Inspection 2
Avoiding Late
Payment
Penalties

Late payment of invoices often incurs penalties, such as interest charges or late fees, which can increase the cost of goods or services. Timely payment helps avoid these penalties, preserve financial resources, and maintain profitability.

Goods Receipt and Inspection 3
Preserving
Credit
Worthiness

Consistently paying invoices on time contributes to a positive credit history, enhancing your organization's creditworthiness. This can facilitate access to financing, favorable terms from lenders, and business growth and expansion opportunities.

Goods Receipt and Inspection 4
Maintaining
Supply Chain
Continuity

Timely payment ensures a smooth flow of goods and services within the supply chain. It minimizes disruptions, prevents delays in production or delivery, and helps maintain operational continuity, which is crucial for meeting customer demands and maintaining competitiveness.

Goods Receipt and Inspection 5
Fostering Trust &
Reputation

Timely payment reflects positively on your organization's reputation and integrity within the business community. It builds trust among suppliers, customers, and stakeholders, enhancing your organization's brand and credibility in the marketplace.

Goods Receipt and Inspection 6
Compliance with
Contracts &
Agreements

Timely payment demonstrates compliance with contractual obligations and supplier agreements. It helps uphold your organization's reputation as a reliable partner and minimizes the risk of disputes or legal issues arising from non-compliance with payment terms.

Goods Receipt and Inspection 7
Avoiding
Disruption to
Services

For service-based businesses, timely invoice payment is critical to ensure uninterrupted access to essential services, such as utilities, IT support, or consulting services. It helps maintain business continuity and prevents disruptions to critical operations.

There are several use cases of how our customers
use the Simplified Loader’s Invoice template:

Fields availability: The ADFdi template allows limited fields. The customer can’t use fields like Invoice source with ADFdi. With Simplified Loader, the customer can use all possible fields available in the application.

Invoice payments test case

Decentralized Invoicing: An organization with over 200 outlets that received service invoices for outlet management. The organization shared the Simplified Loader template containing limited fields with all the outlet users. Invoices received at each outlet are uploaded directly to Oracle Fusion with attachments. The invoices are validated in Oracle, and payment is issued to the supplier.

Multiple Invoice Lines: The Credit Card invoices had over 4000 invoice lines. The standard ADFdi tool can’t support the volume the customer wants to process. With Simplified Loader, they could upload Credit Card invoices to Oracle Fusion.