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2 | Standard Listing of Terms (Industry, Oracle Cloud, Fusion CCloud Applications, and PeopleSoft) | |||||||||||||||||||||||||
3 | Term | Definition | Class | Type | Sub-Type | Application | ||||||||||||||||||||
4 | UP | Unified Software Development Process (aka Unified Process) - interative and incremental approach to developing & deploying software | Industry | NA | NA | NA | ||||||||||||||||||||
5 | 3rd Party | External, non-employee end-user of PeopleSoft (supplier, bidder, supplier-user etc.) | Industry | NA | NA | NA | ||||||||||||||||||||
6 | OBTs | On-Boarding Tasks | Industry | NA | NA | NA | ||||||||||||||||||||
7 | P2P | Refers to the Procure to Pay business process | Industry | NA | NA | NA | ||||||||||||||||||||
8 | Supplier On-Boarding | The processing surrounding the validation of a supplier's details (financials, W9, TIN, etc.) and the creation of that supplier in an application. | Industry | NA | NA | NA | ||||||||||||||||||||
9 | RFP | Refers to the document broadcast to suppliers, asking them to bid (Request For Proposal) | Industry | NA | NA | NA | ||||||||||||||||||||
10 | MSA | Master Services Agreement (a high level partner to partner agreement between a buyer and a supplier of services) | Industry | NA | NA | NA | ||||||||||||||||||||
11 | ERP | Enterprise Resource Planning applications. Packaged apps that manage a company's money, people, production, etc. NOTE: this is a high level organizer for how PSFT classifies its apps, but a mid-level organizer for how Oracle classifies its apps. | Industry | NA | NA | NA | ||||||||||||||||||||
12 | PS or PSFT | PeopleSoft | Industry | NA | NA | NA | ||||||||||||||||||||
13 | OC | Oracle Cloud | Industry | NA | NA | NA | ||||||||||||||||||||
14 | ORCL | Oracle Corporation (also serves as their stock ticker/symbol) | Industry | NA | NA | NA | ||||||||||||||||||||
15 | SME | Subject Matter Expert | Industry | NA | NA | NA | ||||||||||||||||||||
16 | SMA | Subject Matter Advisor | Industry | NA | NA | NA | ||||||||||||||||||||
17 | TIN | Tax ID Number | Industry | NA | NA | NA | ||||||||||||||||||||
18 | EIN | Employment Identification Number | Industry | NA | NA | NA | ||||||||||||||||||||
19 | IT | Information Technology | Industry | NA | NA | NA | ||||||||||||||||||||
20 | UNSPSC Codes | United Nations Standardized Products and Services Codes (PS Item Categories are often set to these values in eprocurement applications). | Industry | NA | NA | NA | ||||||||||||||||||||
21 | Req | Refers to the document broadcast to buyers, requesting them to bid/buy a good and/or service (requisition) | Industry | NA | NA | NA | ||||||||||||||||||||
22 | RFQ | Refers to the document broadcast to suppliers, asking them to quote an item (Request For Quote) | Industry | NA | NA | NA | ||||||||||||||||||||
23 | SDLC | Refers to the System Development Life Cycle | Industry | NA | NA | NA | ||||||||||||||||||||
24 | SOW | Refers to a Statement Of Work | Industry | NA | NA | NA | ||||||||||||||||||||
25 | BIP | Business Intelligence Publisher | Industry | NA | NA | NA | ||||||||||||||||||||
26 | BPM | Business Process Management | Industry | NA | NA | NA | ||||||||||||||||||||
27 | CPQ | Configure, Price, and Quote | Industry | NA | NA | NA | ||||||||||||||||||||
28 | CRM | Customer Relationship Management | Industry | NA | NA | NA | ||||||||||||||||||||
29 | ERP | Enterprise Resource Planning | Industry | NA | NA | NA | ||||||||||||||||||||
30 | GRC | Governance, Risk, and Compliance | Industry | NA | NA | NA | ||||||||||||||||||||
31 | GTM | Global Trade Management | Industry | NA | NA | NA | ||||||||||||||||||||
32 | HR | Human Resources | Industry | NA | NA | NA | ||||||||||||||||||||
33 | HRMS | Human Resource Management System | Industry | NA | NA | NA | ||||||||||||||||||||
34 | IDE | Integrated Development Environment | Industry | NA | NA | NA | ||||||||||||||||||||
35 | IoT | Internet of Things | Industry | NA | NA | NA | ||||||||||||||||||||
36 | ITIL | Information Technology Infrastructure Library | Industry | NA | NA | NA | ||||||||||||||||||||
37 | KPI | Key Performance Indicator | Industry | NA | NA | NA | ||||||||||||||||||||
38 | MDM | Master Data Management | Industry | NA | NA | NA | ||||||||||||||||||||
39 | SMB | Small and Medium Business | Industry | NA | NA | NA | ||||||||||||||||||||
40 | SOA | Service-Oriented Architecture | Industry | NA | NA | NA | ||||||||||||||||||||
41 | TCO | Total Cost of ownership | Industry | NA | NA | NA | ||||||||||||||||||||
42 | UI | User Interface | Industry | NA | NA | NA | ||||||||||||||||||||
43 | UX | User Experience | Industry | NA | NA | NA | ||||||||||||||||||||
44 | SaaS | SaaS - Software as a Service - refers to the method of delivery and pricing of Oracle's Business Applications | Oracle Cloud | NA | NA | NA | ||||||||||||||||||||
45 | IaaS | IaaS - Infrastructure as a Service - refers to the method of delivery and pricing for Oracle's (or Amazon, etc.) "bare metal boxes" (servers) | Oracle Cloud | NA | NA | NA | ||||||||||||||||||||
46 | PaaS | PaaS - Platform as a Service - refers to the method of delivery and pricing for Oracle's custom development environment (cloud apps) | Oracle Cloud | NA | NA | NA | ||||||||||||||||||||
47 | TaaS | TaaS - Training as a Service - refers to OraCloud+'s (and others) on-demand training offerings. Tends to be more tactical and ongoing then the learning path style | Oracle Cloud | NA | NA | NA | ||||||||||||||||||||
48 | OTM | Oracle Transportation Management | Fusion Cloud | CX | NA | NA | ||||||||||||||||||||
49 | CX | Customer Experience | Fusion Cloud | EPM | NA | NA | ||||||||||||||||||||
50 | EPM | Enterprise Performance Management | Fusion Cloud | EPM | NA | NA | ||||||||||||||||||||
51 | EPRCS | Enterprise Performance Reporting Cloud Service | Fusion Cloud | EPM | NA | NA | ||||||||||||||||||||
52 | OBIA | Oracle Business Intelligence Applications | Fusion Cloud | EPM | NA | NA | ||||||||||||||||||||
53 | OTBI | Oracle Transactional Business Intelligence | Fusion Cloud | EPM | NA | NA | ||||||||||||||||||||
54 | Installment | Similar to a scheduled payment in PeopleSoft. This is part of or a complete payment for an invoice. | Fusion Cloud | ERP | Financials Cloud | Payables | ||||||||||||||||||||
55 | Payment Process Profile | Similar to a "PayCycle" in PeopleSoft. This is the selection criteria along wioth the generation requirements. Selection criteria are called "Usage Rules" and focus on methods, banks, BUs, and currencies. | Fusion Cloud | ERP | Financials Cloud | Payables | ||||||||||||||||||||
56 | Payment Process Request | Similar to a "PayCycle Manager" in PeopleSoft. This is the run time request that uses Payment Process Profile above. | Fusion Cloud | ERP | Financials Cloud | Payables | ||||||||||||||||||||
57 | Invoice Validation | Oracle eBusiness Suite - this is a process where the values on the invoice are checked (installments, distribution variance, line variance, manual holds, etc.) | Fusion Cloud | ERP | Financials Cloud | Payables | ||||||||||||||||||||
58 | Account in Draft | Creates the accounting entries (guessing they are stored in detail in a sub-ledger??? | Fusion Cloud | ERP | Financials Cloud | Payables | ||||||||||||||||||||
59 | Post to Ledger | Guessing this sends summarized (based on business rules) entries to the general ledger | Fusion Cloud | ERP | Financials Cloud | Payables | ||||||||||||||||||||
60 | Payment Types | Manual (written check outside OC), quick (system is making the payment based on invoice), refund, AP/AR netting | Fusion Cloud | ERP | Financials Cloud | Payables | ||||||||||||||||||||
61 | Supplier "Site" | Supplier "profile". Similar to a supplier location in PeopleSoft. | Fusion Cloud | ERP | Multiple | Multiple | ||||||||||||||||||||
62 | Managed Service Providers | Similar to the Procurement Accounting Control in PS, this allows you to establish relationships between business units (i.e. these 3 PO Bus are serviced (shared service model) by these payables business units. | Fusion Cloud | ERP | Multiple | Multiple | ||||||||||||||||||||
63 | NEXT | This refers to the function of creating the "next" highest number. PS allows overriding. THIS DOES NOT EXIST IN ORACLE CLOUD. | Fusion Cloud | ERP | Multiple | Multiple | ||||||||||||||||||||
64 | Spend Authorized | This is an actrual supplier…can be bought from, invoiced, paid, etc. | Fusion Cloud | ERP | Multiple | Multiple | ||||||||||||||||||||
65 | Online Supplier Creation | Old school, use the supplier add pages | Fusion Cloud | ERP | Multiple | Multiple | ||||||||||||||||||||
66 | Supplier Mgt Roles | Supplier Manager & Supplier Admin (note, must also be a Procurement Agent). | Fusion Cloud | ERP | Multiple | Multiple | ||||||||||||||||||||
67 | Procurement Agent | Used to set preferences; cannot be an implementation user. These are created for each BU. | Fusion Cloud | ERP | Multiple | Multiple | ||||||||||||||||||||
68 | FCCS | Financial Consolidation and Close Cloud Service | Fusion Cloud | ERP | NA | NA | ||||||||||||||||||||
69 | PBCS | Planning and Budgeting Cloud Service | Fusion Cloud | ERP | NA | NA | ||||||||||||||||||||
70 | PPM | Project Portfolio Management | Fusion Cloud | ERP | NA | NA | ||||||||||||||||||||
71 | Internal Supplier Creation | Wizard creation, but link is sent to or exposed to internal resources | Fusion Cloud | ERP | Procurement Cloud | Multiple | ||||||||||||||||||||
72 | Externa Supplier Creation | Wizard creation, but link is sent to or exposed to external resources and they add their own data values. | Fusion Cloud | ERP | Procurement Cloud | Multiple | ||||||||||||||||||||
73 | Procurement Cloud Infolets | Similar to pagelets in PS, but with more functionality (context selectors, flip & expand ifcard has a back view). Focused on KPIs. Can flip/expand, drill-down, change context, hide or reorder (have front view, back view, and expanded view). Infolets are corss-application / offering, whereas Infotiles are wihtin one application. | Fusion Cloud | ERP | Procurement Cloud | Multiple | ||||||||||||||||||||
74 | Task Panel | This is the listing of icons used to access the create transactions pages. | Fusion Cloud | ERP | Procurement Cloud | Multiple | ||||||||||||||||||||
75 | Template Requisition | Used to collectiojn details for a specific catalog item…fields used to capture details (attributes…added as part of an attribute list) must be predefined by sys admin. Attributes sent as an attachment (whom defined at req) | Fusion Cloud | ERP | Procurement Cloud | Self-Service Procurement | ||||||||||||||||||||
76 | Viewing Req Life | No imagery like PS, but the ability to see the entire req and its related transactions (top of page) or at the requisition line (icon at the end of the line) to see the related transactions (PO, shipments, receipts, invoices); drill down using the trans hyperlinks. | Fusion Cloud | ERP | Procurement Cloud | Self-Service Procurement | ||||||||||||||||||||
77 | Two-Stage Negotiation | Accomodates the tech/functional gov split in public RFPs. They separate the technical spec evaluation from the cost evaluation. | Fusion Cloud | ERP | Procurement Cloud | Self-Service Procurement | ||||||||||||||||||||
78 | Requisition Preparer | A resource who creates requests on behalf of another user (PSFT "Proxy Requester") | Fusion Cloud | ERP | Procurement Cloud | Self-Service Procurement | ||||||||||||||||||||
79 | Prospect | This refers to an RFP bidder…not able to be paid, just able to access the event. This is a SUPPLIER TYPE. | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
80 | Abstract | This is an executive summary (PeopleSoft verbiage)…most often posted on the public websites. | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
81 | Preview Date | The date a negotiation is available for viewing…PRIOR to it being open to bidding. Can be accepted, helps sourcing with depth. | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
82 | Open Date | The date a negotiation is open for review and bidding. | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
83 | Close Date | Th date the negotiation is closed for further bidding or changes to existing bids. | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
84 | Award Date | The date the award is made (announced? Protest?) | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
85 | Restricted to Invited Suppliers | The opposite of PeopleSoft…"Public" checkbox. Want to limit the suppliers who can see, bid….this will do it. | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
86 | Display Best Price | Allows suppliers to see current best price (not in PS) | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
87 | Staggered Close | Allows lines to close at diffferent times (define close and then off set for given lines) | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
88 | Negotiation Styles | These quantify different negotiation styles (BAFO, multi-round…). Not to be confused with "types" (see below). | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
89 | Negotiation Types | These quantify different tasks negotiations are used for - RFQ, RFI, Auction | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
90 | Auto-Extensions | previously defined conditions which automatically extend the close date of the negotiations (last min winning bid, etc.) | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
91 | Bid | This is what a response to an auction is called (OC uses auction, PS used RFx die to Proposal - RFP) | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
92 | Response | This is what a response to an RFI is called | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
93 | Quote | This is what a response to an RFQ is called | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
94 | Category Managers | The roles who create negotiations | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
95 | Collaboration Teams | Ability to define the evaluators of a given negotiation | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
96 | Project Plan | Same as PS…not sure how valuable as no one wants to deploy it just yet. | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
97 | Sourcing Programs | A way to determine savings at an event or overall level. Not in PS. Has teams, reporting, objectives, goals… | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
98 | Title | This is the title of a negotiation (Event Description in PSFT) | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
99 | Negotiation Template | This is a prior negotiation saved for reuse (same thing in PSFT); use on any recurring negotiations. | Fusion Cloud | ERP | Procurement Cloud | Sourcing | ||||||||||||||||||||
100 | Negotiation Styles | These are stock negotiations geared around the commodities being purchased (pro services, non-pro services, good, etc.) and organized by type (RFI, RFQ, Auction, RFP and RFQ); meaning each type has one of more styles. | Fusion Cloud | ERP | Procurement Cloud | Sourcing |