Oracle CX Sales 2026 Implementation Professional flashcards

32 cards. Read the term and the definition here. The deck at the top of this page is optional.

Procurement Offerings

The set of functional areas in Oracle Procurement: Purchasing, Self Service Procurement, Supplier Portal, Sourcing, Supplier Qualification Management, Procurement Contracts, and Project-Driven Supply Chain.

Functional Setup Manager

A tool that guides implementation through offerings, functional areas, and tasks, allowing configuration and data setup for procurement applications.

Opt-in Features

Optional features that must be explicitly enabled via the Opt In UI in Functional Setup Manager; enabling may require a new implementation project.

Setup Data Export/Import

A Functional Setup Manager capability to export setup data to CSV files and import it into another environment for migration or backup.

Approval Workflows

Rule-based approval routing for procurement documents, configured via BPM Worklist and Approval Management Extensions to enforce authorization.

Document Sequencing

The configuration that determines the numbering scheme for procurement documents such as requisitions and purchase orders, defined per document type.

Procurement Business Unit

An organizational unit that controls procurement activities including purchasing, sourcing, and supplier portal functions; defined in Functional Setup Manager.

Procurement Tolerances

Configuration settings that define acceptable variances in price, quantity, or receipt for procurement transactions, triggering exceptions when exceeded.

Purchasing Document Types

Categories of purchasing documents such as standard purchase orders, blanket purchase agreements, and contract purchase agreements, each with specific controls.

Receipt Routing

The path a receipt follows from receipt to delivery, including inspection and put-away steps, configured in purchasing setup.

Procurement Catalogs

Collections of items or services available for requisitioning, including informational and punchout catalogs, assigned to business units and users.

Requisition Approval Rules

Rules that determine the approval path for requisitions based on attributes such as amount, category, or requester, configured in Self Service Procurement setup.

Supplier Portal Registration

The process by which suppliers self-register to access the supplier portal, including defining registration rules and approval workflows.

Supplier Portal Roles

Roles assigned to supplier users that control access to portal features such as viewing purchase orders, submitting invoices, and participating in negotiations.

Negotiation Styles

Templates that define the rules and structure for sourcing negotiations, such as RFQ, RFP, or auction, configured in Sourcing setup.

Scoring Models

Criteria and weights used to evaluate supplier responses in sourcing negotiations, configured to objectively compare bids.

Qualification Models

Structures used in Supplier Qualification Management to assess suppliers against criteria, including questionnaires and scoring methods.

Performance Evaluation Templates

Templates used in Supplier Qualification Management to periodically evaluate supplier performance against defined metrics and periods.

Contract Types

Categories of procurement contracts (e.g., purchase order, blanket, contract) that determine the contract's behavior and associated terms and conditions.

Contract Templates

Predefined contract structures with standard clauses and variables that streamline contract authoring and ensure consistency.

Project-Driven Supply Chain

Integration of procurement with project management to track project-specific purchasing, receiving, and invoicing activities.

Project Expenditure Types

Classifications used in Project-Driven Supply Chain to categorize and allocate procurement costs to projects and tasks.

AI Supplier Recommendations

Machine learning feature that suggests suitable suppliers based on historical performance, spend, and other factors during sourcing or purchasing.

Redwood UX

The modern, responsive user experience for Oracle Cloud applications, providing consistent and accessible interfaces across devices, enabled via Functional Setup Manager.

Mobile Procurement

Capability to perform procurement tasks such as creating requisitions, approving documents, and receiving goods via mobile devices.

Digital Assistant

A chatbot that guides users through procurement tasks and answers common questions using natural language processing.

Business Unit Scoping

The practice of configuring setup tasks specific to a procurement business unit, ensuring correct organizational context for procurement activities.

Sandboxes

Isolated environments used to configure and test page customizations without affecting other users; changes are published when ready.

Purchasing Options

Default settings for purchasing documents, including default buyer, payment terms, freight terms, and ship-to location, configured per business unit.

Content Zones

Organizational structures within procurement catalogs that group catalog categories and items for easier search and browsing by requesters.

Sourcing Business Units

Organizational units that control sourcing activities and negotiations, with assigned roles such as sourcing project owner and collaborator.

Contract Approval Workflows

Rule-based approval processes for procurement contracts, including signature requirements, configured to ensure proper authorization.