Oracle CX Sales 2026 Implementation Professional cheat sheet

Oracle Procurement consists of Purchasing, Self Service Procurement, Supplier Portal, Sourcing, Supplier Qualification Management (SQM), Procurement Contracts, and Project-Driven Supply Chain (PDSC).

The procurement business process flows from requisition to purchase order to receipt to invoice to payment, with supplier management and sourcing as upstream activities.

Functional Setup Manager (FSM) is the central tool for configuring all procurement offerings; each offering is a collection of functional areas and tasks.

Procurement integrates with Supply Chain Management, Financials, Projects, and Supplier Management; data flows via web services and business events.

Key procurement roles include requester, buyer, procurement manager, supplier, and sourcing project owner; role-based dashboards and work areas are provided.

Redwood is the modern user experience for Oracle Cloud applications, providing a consistent, responsive, and accessible interface across procurement pages.

AI/ML capabilities in Procurement include supplier recommendations, smart defaults, document recognition for invoices, and predictive analytics for spend.

The Procurement application supports multiple business units and legal entities; procurement business units control purchasing and sourcing activities.

FSM guides implementation through offerings, functional areas, and tasks; each task is either setup (configuration) or administration (data).

Use the Implementation Projects work area to create a project, select the offerings to implement, and assign tasks to users with due dates.

Opt-in features are enabled via the Opt In UI in FSM; enabling an opt-in feature may require a new implementation project or a refresh.

Export and import setup data using CSV files via the Manage Setup Data Export and Import tasks; this is useful for migrating configuration between environments.

Compare setups between environments using the Compare Setup Data task; differences are shown at the task level.

Business unit scoping: many setup tasks are business-unit specific; ensure the correct business unit is selected before configuring.

Use the Configure Offerings task to enable or disable offerings and functional areas; some offerings require other offerings as prerequisites.

The Setup and Maintenance work area provides a searchable task list; tasks can be filtered by offering, functional area, or status.

Common application functions include approval workflows, notifications, attachments, document sequencing, and lookups; these are configured once and reused across procurement.

Approval workflows are managed via the BPM Worklist; procurement documents use the Approval Management Extensions (AMX) for rule-based approvals.

Document sequencing determines the numbering of procurement documents (requisitions, purchase orders, etc.); sequences are defined per document type.

Attachments are enabled via the Manage Attachment Categories task; categories control security and allowed file types.

Lookups define lists of values; use the Manage Common Lookups task to extend or modify lookup codes and meanings.

Notifications are configured via the Manage Notifications task; you can enable or disable notifications and set delivery channels.

Profile options control application behavior; set them at the site, product, or user level using the Manage Profile Options task.

Sandboxes are used to configure and test page customizations without affecting other users; publish changes when ready.

Procurement business units are defined in FSM; they control purchasing, sourcing, and supplier portal activities.

Common procurement setup includes defining procurement agents, buyers, and their default values such as currency, payment terms, and ship-to location.

Define payment terms, freight terms, and carrier setup in the Setup and Maintenance work area under the Procurement offering.

Set up procurement categories and category hierarchies; categories are used to classify items and control spending.

Configure procurement tolerances (e.g., price, quantity, receipt) to control exception handling during receiving and invoicing.

Define supplier business classifications and products and services categories to manage supplier diversity and spend analysis.

Set up approval rules for procurement documents using the Manage Approvals task; rules can be based on amount, category, or other attributes.

Configure procurement document styles and layouts (e.g., purchase order styles) to control the appearance of printed documents.

Purchasing setup includes defining document types (e.g., standard purchase order, blanket purchase agreement, contract purchase agreement) and their controls.

Define line types (e.g., goods, services, fixed price) and their associated purchasing controls and accounting rules.

Set up purchasing options: default buyer, default payment terms, default freight terms, and default ship-to location per business unit.

Configure purchasing document approval workflows; use the Manage Purchasing Document Approvals task to define rules.

Define receipt and receiving controls: receipt required, receipt routing, and receiving tolerances.

Set up supplier and supplier site defaults for purchasing; supplier sites are used to default payment terms, currency, and ship-to.

Configure purchasing document security: define who can create, view, and approve purchase orders using roles and action permissions.

Set up purchasing document numbering and document sequencing per document type.

Self Service Procurement enables requesters to create requisitions from catalogs, punchout sites, or free-form entries.

Set up procurement catalogs (e.g., informational, punchout) and assign them to procurement business units and users.

Configure content zones and catalog categories to organize catalog items for easy search and browsing.

Define requisition preferences: default requisition type, default deliver-to location, and default charge account.

Set up requisition approval rules using the Manage Requisition Approvals task; rules can be based on amount, category, or requester.

Configure procurement card (PCard) setup for self-service users, including card programs and card assignments.

Set up smart forms and descriptive flexfields to capture additional requisition information.

Enable requester access to supplier portal for order status and receipt creation.

Supplier Portal provides suppliers with self-service access to purchase orders, negotiations, and invoices.

Set up supplier portal registration and provisioning: define registration rules and approval workflows.

Configure supplier portal page layouts and branding using the Manage Supplier Portal Pages task.

Define supplier portal roles and permissions; roles control what suppliers can view and do.

Set up supplier portal notifications and alerts for new orders, changes, and negotiation invitations.

Configure supplier portal access to sourcing negotiations and qualification questionnaires.

Set up supplier portal invoice and payment features: enable suppliers to submit invoices and view payment status.

Define supplier portal terms and conditions and require acceptance during registration.

Sourcing setup includes defining negotiation styles (e.g., RFQ, RFP, auction) and their rules.

Set up negotiation templates to standardize content, requirements, and terms and conditions.

Configure scoring models and criteria for evaluating supplier responses.

Define sourcing business units and assign sourcing roles (e.g., sourcing project owner, collaborator).

Set up negotiation approval workflows using the Manage Negotiation Approvals task.

Configure supplier invitation lists and eligibility criteria for negotiations.

Set up sourcing integration with Supplier Qualification Management for supplier assessment.

Define sourcing document numbering and document types.

SQM manages supplier qualification, assessments, and performance evaluation.

Set up qualification models and questionnaires to assess supplier capabilities.

Define assessment templates and scoring methods for supplier evaluations.

Configure qualification areas and criteria to categorize supplier qualifications.

Set up supplier qualification approval workflows and expiration rules.

Define performance evaluation templates and periods for ongoing supplier monitoring.

Configure SQM integration with sourcing and purchasing to enforce qualification requirements.

Set up SQM notifications and reminders for upcoming assessments and expirations.

Procurement Contracts manages contract authoring, negotiation, approval, and execution.

Set up contract types (e.g., purchase order, blanket, contract) and their templates.

Define contract terms and conditions and associate them with contract types.

Configure contract approval workflows and signature requirements.

Set up contract templates with standard clauses and variables.

Define contract security and access controls for contract authors and approvers.

Configure contract integration with purchasing to create purchase orders from contracts.

Set up contract renewal and expiration notifications.

PDSC integrates procurement with project management for project-specific purchasing and tracking.

Set up project and task references for requisitions, purchase orders, and receipts.

Configure project-driven procurement business processes and approval rules.

Define project expenditure types and cost allocation for procurement transactions.

Set up project-specific sourcing and supplier qualification requirements.

Configure PDSC integration with Project Portfolio Management for budget and cost control.

Define project-driven receiving and invoicing rules.

Set up PDSC analytics and reporting for project procurement performance.

AI/ML features include supplier recommendations, smart defaulting, and anomaly detection in procurement processes.

Automation features include automated invoice processing, receipt automation, and approval routing.

Mobile procurement enables requisition creation, approvals, and receipt of goods via mobile devices.

Redwood is the modern UX for Oracle Cloud; enable Redwood pages via the Manage Redwood Settings task in FSM.

Redwood provides responsive design, accessibility, and a consistent experience across devices.

AI-powered search and virtual assistant help users find information and complete tasks quickly.

Predictive analytics provide insights into spend, supplier performance, and risk.

Digital assistants (chatbots) can guide users through procurement tasks and answer common questions.