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1. Profile Options:
POR: Autocreate Shopping Category and Mapping = Yes
POR:Allow Manual Selection of Source = Yes
The rest of the profile options will leave it with defaulted values.
Oracle iProcurement Setup and Process Training Manual OracleApps88
Note:
1. Category Key: Once we enter the value and save, we can't modify.
2. Category Name & Category Description: We can change the values even after save by clicking
"Update" button.
3. Category Key and Category Name values may be same.
Click "Apply"
Confirmation page will come.
Search the Category Name and check the newly created Category.
3. Category Hierarchy:
Root Category (Browsing Category) ===== > Outside Items
Child Category (Browsing Category) ===== > Direct Materials
Child Category (Shopping Category) ===== > Marketing Items
Click on "Apply"
Upon Apply, you will get the confirmation page and you can see the newly created category
with Type as "Browsing".
Oracle iProcurement Setup and Process Training Manual OracleApps88
Select that newly created category "Outside items" and click "Create Child" to create another
Browsing Category called "Direct Materials".
Click on "Apply"
Now, you can see "Direct Materials" Browsing Category under "Outside Items" category
Now, you insert the Shopping Category "Marketing Items" into this Hierarchy
Select the Browsing Category "Direct Materials" and click on "Insert Existing Child"
Click on "Apply"
Now, you can see the entire Category Hierarchy like below.
Outside Items ==== > Direct Materials ==== > Marketing Items
Note down the category Set Name for the functional area "Purchasing"
Default Category Set for Purchasing = Purchasing
Step 2: Open the Category Set and note down the Flex Structure
Navigation: Inventory > Setup > Items > Categories > Category Sets
Oracle iProcurement Setup and Process Training Manual OracleApps88
Click on "Segments"
Note down the Value Set Names for both the Segments
Segment1 = Item Category (Value Set = PO Item Category)
Segment2 = Commodity (Value Set = Commodity)
Click on "Value Set" for the SEGMENT1 "Item Category" and check the Validation Type
Oracle iProcurement Setup and Process Training Manual OracleApps88
It's "Dependent"
Click Find
Save
Oracle iProcurement Setup and Process Training Manual OracleApps88
Note: PO Item Category value set Validation Type is "Independent". So, what ever the values we
are adding into this value set, all values will display. But, the "Commodity" value set is
"Dependent" value set. So, We need to define the Dependent value from previous value set and
then we need to add the new value.
Now, add the another value "Items" in the value set "Commodity"
While adding the new value in the Dependent Value Set, we need to mention the Independent
Value of the previous value set. In our case, the previous value set is PO Item Category. So, we
need to enter the value from that value set.
Now, create the Purchasing category "Marketing Materials" and "Marketing Items" and assign
it to Purchasing Category Set
Click on "New"
Oracle iProcurement Setup and Process Training Manual OracleApps88
Save
Oracle iProcurement Setup and Process Training Manual OracleApps88
Query the default "Purchasing" Category Set and add the Category "Marketing.Items" into that
Purchasing Category Set
Save
Oracle iProcurement Setup and Process Training Manual OracleApps88
5. Category Mapping:
Query the newly created Purchasing Category and map it to Shopping Category.
In our case, the newly created Purchasing Category is "Marketing.Items" and Shopping
Category is "Marketing.Items"
Responsibility: iProcurement Catalog Administration
Navigation: Schema > Category Mapping
Click on "Map"
Oracle iProcurement Setup and Process Training Manual OracleApps88
Click "Apply"
Select the Action "Create Local Content Zone" option from the LOV and click on "Go"
Enter the Content Zone Name and Description. And select the "Suppliers", "Categories" and then
assign the "Content Zone Security"
Note for Suppliers:
Include items from all suppliers: Users can create the requisitions for all the items for all the
suppliers (It should have Blanket Purchase Agreements)
Include items from specific suppliers: Users can create the requisitions for the items which was
assigned to a specific supplier. If we enable this option then we need to enter that specific
supplier name (It should have Blanket Purchase Agreements)
Exclude items from specific suppliers: Users can not create the requisitions for the items which
was assigned to a specific supplier.
Exclude items that are sourced from suppliers: Users can not create the requisitions for the
items which was already sourced from the suppliers (ASL and Sourcing Rule).
Oracle iProcurement Setup and Process Training Manual OracleApps88
Include items without suppliers: Without the Blanket Purchase Agreements, the users can
create the requisitions for all the items. As soon as we create the items with purchasing category
and if that purchasing category mapped into shopping category then we can raise a requisition.
In the above case, we have created the "Doyen Content Zone" and restricted by specific category
"Marketing.Items" and operating Unit "OM_Operating Unit". So, we can raise a requisitions for
all the items that belongs to "Marketing.Items" category without the Blanket Purchase
Agreements.
Click "Apply"
Get the confirmation page and our newly created content zone "Doyen Content Zone".
Oracle iProcurement Setup and Process Training Manual OracleApps88
For example, you can implement information templates for items such as business cards that
require additional information (name, address, e-mail address, phone) from the requester. Oracle
iProcurement prompts for name, address, e-mail address, and phone number when you order
business cards. Each information template must be associated with an Oracle Purchasing item or
item category. If an information template is associated with an item category, all items belonging
to that category are also associated with the template.
Define the Template Name and enter all the other details
Oracle iProcurement Setup and Process Training Manual OracleApps88
In addition to this standard non-catalog request, you can create different smart forms and assign
them to one or more stores.
Oracle iProcurement provides a default standard smart form. The catalog administrator can
create multiple additional smart forms. For example, you can create a Computer Services smart
form and an Office Services smart form. Once these smart forms are assigned to a store, both
appear for the requester to select from.
To use the single, standard smart form that Oracle iProcurement provides, you do not need to
perform any setup other than the profile options.
Create the Smart Form by entering Name, OU, Item Type and Default item Information and
Default Supplier Information details.
Oracle iProcurement Setup and Process Training Manual OracleApps88
Attached the Information Template "Doyen Information Template" which was created earlier to
this Smart Form.
Click "Apply"
Will get the Confirmation page and it will display the newly created Smart Form name.
Oracle iProcurement Setup and Process Training Manual OracleApps88
Enter the Store details and assign the Content Zones and Smart Forms
Oracle iProcurement Setup and Process Training Manual OracleApps88
Click on "Continue"
Sequence Stores:
Assign the "Sequence"
Click "Apply"
Oracle iProcurement Setup and Process Training Manual OracleApps88
Store is created successfully. But, it's not in the front in the list.
Click "Sequence Stores"
Click "Apply"
Profile Options:
Oracle iProcurement Setup and Process Training Manual OracleApps88
Click "Checkout"
Click "Next"
Oracle iProcurement Setup and Process Training Manual OracleApps88
Note: Approval list has not been generated. Because, "Owner can Approve" is enabled and
preparer have the limit to approve this document.
Click "Next"
Click "Submit"
Case II - Item with Blanket Purchase Agreement and without List Price:
Create the new item "Flex Boards" and DON'T enter the LIST PRICE. Also assign the
Purchasing Category "Marketing.Items".
Blanket Purchase Agreement# 5004 has been Created and Submitted for Approval.
Check the BPA Status in "Purchase Order Summary" form
Now, this item is available in iProcurement for shopping with Price of USD 25 which is from
BPA and can see the Source as "Agreement 5004".
Oracle iProcurement Setup and Process Training Manual OracleApps88
Case III - Item with List Price and Blanket Purchase Agreement:
Create a new Item "Pamphlets" and enter the List Price as 30 USD
Create the BPA for this item with Item Price as USD 40
Blanket Purchase Agreement# 5005 has been created and Approved for the Item "Pamphlets"
with USD 40.
Now check this item in iProcurement
Oracle iProcurement Setup and Process Training Manual OracleApps88
This item is available in iProcurement with List Price USD 40. This price is from BPA and not
from List Price.
Oracle iProcurement Setup and Process Training Manual OracleApps88
B). Add the new values "Purchase" & "Materials" in both the value sets
Navigation: Inventory > Setup > Flexfields > Values
Add the new value "Purchase" in "PO Item Category" Value Set
Oracle iProcurement Setup and Process Training Manual OracleApps88
D). Add this new purchasing category "Purchase.Materials" into "Purchasing" Category Set
Navigation: Inventory > Setup > Items > Categories > Category Sets
Oracle iProcurement Setup and Process Training Manual OracleApps88
Automatically Shopping Category has been created with the same Purchasing Category name
and it's Mapped. This is because of that profile option.
Item not available in iProcurement. Because we have restricted the catalog by category name
"Marketing.Items".
Step 6: Check our content zone "Doyen Content Zone" for our Store:
Responsibility: iProcurement Catalog Administrator
Navigation: Stores > Content Zones
Click on "Update" button for our content zone "Doyen Content Zone"
Oracle iProcurement Setup and Process Training Manual OracleApps88
Apply.
Now, check the item "Filter" is available in iProcurement for shopping or not
Created the Internal item "Internal Item2" with Purchasing Category "Purchase.Materials" and
assigned to OM1 & OM2
Defined the Internal Customer "OM Internal Customer" and attached the internal location and
organization in Ship To site.
Click "Checkout"
Click "Next"
Click "Submit"