First Day - Create and Use A Procurement Business Unit - Final - May 18 Cool

Create and Use a Procurement
Business Unit
Procurement Administrator
Copyright © Oracle Corporation, 2009. All rights reserved.
Create and Use a Procurement Business Unit Page i

Contents
End to End New Business Unit .......................................................................................................................1
Overview ...........................................................................................................................................................1
Objective ...........................................................................................................................................................1
Assumptions ....................................................................................................................................................1
Login Details.....................................................................................................................................................1
Create your User ..............................................................................................................................................2
Create Implementation Project .......................................................................................................................7
Create Location ................................................................................................................................................9
Create Business Unit .......................................................................................................................................11
Create Inventory Org .......................................................................................................................................16
Configure Business Unit .................................................................................................................................19
Configure BU Tax (turn it off) ..........................................................................................................................27
Manage Procurement Agents..........................................................................................................................33
Add the Roles for your BU ..............................................................................................................................35
Change Your Primary Job Assignment ..........................................................................................................38
Configure Transaction Accounting ................................................................................................................39
Create Supplier and Supplier Site ..................................................................................................................41
Create Agreements ..........................................................................................................................................46
Create Catalog ..................................................................................................................................................49
Create Content Zone ........................................................................................................................................50
Create Requisition ...........................................................................................................................................51
Create and Use a Procurement Business Unit Page ii

End to End New Business Unit
Overview
In this exercise, you will learn how to create a new business unit and prepare it to use with
custom catalog content.
Objective
The objective of this script is to walk you through the steps required to set up a new
business unit to be used for Procurement functions.
 Create User
 Create Implementation Project
 Create Locations
 Create Business Unit
 Create Supplier
 Create Agreement
 Create Catalog
 Create Content Zone
 Create Requisition
Assumptions
This is a broad script that allows for creation of custom content for highly tailored
demonstrations and would not be typically done in front of a customer. There are other
detailed sales demonstration scripts for topics that are only briefly touched on throughout
this script.
Login Details
Login details are provided throughout the script
Create and Use a Procurement Business Unit Page 1

Create your User
1. Login as betty.anderson
Password: The environment password is same for all users, so use the
password that you received in email.
Note: When performing practices, you sometimes need to log in with different
usernames (such as betty.anderson or PRC_IMPL, for example.) This is required
because in the training environment those users have specific roles assigned
that enable them to perform specific setup steps.
2. Navigator -> Manage Resources -> Manage Users
1. Click the Create Icon

2. Enter the User details and select the Autoprovision Roles button. Replace
Lastname and Firstname with your own information:
a. Last Name = Your Last Name

b. First Name = Your First Name
c. E-Mail address = your eMail address
d. Hire date = 1/1/11
e. User Name = Your firstname.lastname
f. Under User Notification Preferences
Select the checkbox “Send user name and password”
g. Person Type = Employee
h. Legal Employer = US1 Legal Entity
i. Business Unit = US1 Business Unit
j. Job = Buyer
k. Grade = Mgmt02
l. Department = Support Center US
m. Location = Headquarters
n. Manager = Roth, Calvin (Search with Name “Roth%”)
3. Click “Autoprovision Roles” Button

Observe the “Employee” Role gets added in the Role Requests Region
4. Click “Save and Close“ Button
5. Sign Out

6. Login as user prc_impl
Password: The environment password is same for all users, so use the
password that you received in email.
7. Navigator -> Tools > Setup and Maintenance
8. “All Tasks” Tab > Search with Name “Provision Roles to Implementation Users”
9. Click on Go to task Icon for “Provision Roles to Implementation Users” task. This
opens Oracle Identity Management (OIM) webpage.
10. Select Administration (upper right hand corner)
11. Search with Your user’s last name

12. Select your user
13. Select the Roles tab

14. Select Assign and add the following roles:
a. Buyer
b. Application Implementation Administrator
c. Application Implementation Manager
d. Accounts Payable Manager
e. Accounts Payable Manager US1 Business Unit
f. Financial Application Administrator US Department Set
g. Financial Application Administrator US Location Set
h. Financial Application Administrator US1 BU Set
i. Financial Application Administrator US1 Business Unit
j. HCM Applic Admin - View All
k. IT Security Manager
l. Procurement Application Administrator
m. Procurement Catalog Administrator
n. Procurement Contract Administrator
o. Procurement Manager
p. Procurement Requester
q. Procurement Requester US1 Business Unit
r. Category Manager
s. Supplier Administrator
t. Supplier Manager
u. Supplier Contract Administrator US1 Business Unit
(Note: Search with “Supplier Contract Administrator” only as Label was changed in
this environment; it is the second Supplier Contract Administrator in the list. You
can confirm the name if you hover over the Role Name column)
v. Supplier Contract Manager
w. Supplier Contract Manager US1 Business Unit
x. Supplier Qualification
y. Business Practices Director US1 Business Unit
z. Enterprise Contract Administrator US1 Business Unit
aa. Warehouse Manager
bb. Warehouse Manager 001
cc. Warehouse Manager 002
dd. Warehouse Manager 003
ee. Cost Accountant
ff. Product Manager
gg. Receiving Manager (Or) Receiving Agent

15. Click “Reset Password” at the top
16. Select “Manually Change the Password” radio button
17. Enter Temppass123 as the new password
18. Check the “E-mail the new password to the user” option.
19. Click on “Reset Password” button
20. Close the Identify Manager and Sign Out

21. Login as Your new user
22. Enter the old password Temppass123
23. Enter a new password Fusion123 twice
24. Click Submit

Create Implementation Project
1. Navigator -> Tools: Setup and Maintenance

Left Pane (Regional Area) under Tasks > Implementations > Manage Implementation
Projects
2. Click the Manage Implementation Projects Task
3. Click the Create icon

4. Enter your initials plus " PRC Implementation Project " into the Name field.
Hit Enter or click somewhere on the page. This generates the Code for your project.
Tip: If there is already a name in the Name field, you can just overwrite it.
5. If your Signon name does not appear in the “Assigned To” field, select your user ID.
6. Click Next
7. On the “Create Implementation Project: Select Offerings to Implement” page, start

by selecting the Procurement offering by clicking the Include box.
8. If not expanded, expand the Procurement selection and select the Include options for
Self Service Procurement, Supplier Portal, Sourcing, Supplier Qualification, and
Procurement Contracts.

9. Click “Save and Open Project” button.
10. On the Implementation Project page, your newly created implementation project is
displayed beginning with the top most node of the auto-generated task list.
a. Expand the Procurement top node to view the subsequent levels of the task list.
b. Notice how tasks are organized with the common tasks, which are typically
prerequisites, being listed first followed by common tasks across a product
family. Application-specific tasks are listed at the end.
c. You will use your implementation project as a guide for many of the remaining
tasks.
11. Click Done

Create Location
1. If not already there: Navigator -> Setup and Maintenance

Click Manage Implementation Projects
2. Select your Implementation project (starts with your initials) and click the name
3. Expand tasks and navigate to the Manage Locations task
Procurement > Define Common Applications Configuration for Procurement > Define
Enterprise Structures for Procurement > Define Enterprise for Procurement > Manage
Locations
Click on Go To Task Icon
4. In the “Manage Locations” Page - Click the Create Icon
5. Enter the location details

a. Select the Location Set as US Location Set
b. Give the location a unique name with Your Initials and Unique number i.e.
“ES1 Location”
c. Enter a code made up of your Initials + Unique Number + L i.e "ES1L"
d. Enter City/State/Zip. Note that City/State/Zip is validated

6. Click Submit button
7. You will receive a warning and a confirmation message, please select Yes, then OK
8. From the Manage Locations page, click Done button

Create Business Unit
1. From your Implementation project navigate to

Procurement > Define Common Applications Configuration for Procurement >
Define Enterprise Structures for Procurement > Define Business Units for
Procurement > Manage Business Units
2. For Manage Business Unit task , click on the Go to Task Icon

4. Enter the Business Unit name using your initials as the prefix
5. Select the Location you created earlier
6. Select the Default Set of US1BUSET
7. Make sure the Active checkbox is enabled
8. Click “Save and Close” button

9. From the project list, select “Assign Business Unit Business Function” Task
10. Select your Business unit as Scope

 The “Select Scope” window opens
 Select the “Assign Business Unit Business Function” Radio button
 In Business Unit Field select “Select and Add”
 Click on “Apply and Go to Task” button
 “Select and Add: Business Unit” page Opens , Search for your business unit
 Note: Don’t click on the Business Unit name, click on any other column i.e
Active / Location / Manager of your business unit to select the record.
 Click on “Save and Close” Button located at the bottom of the screen.

11. Add the following Business Unit Functions by selecting the respective
checkboxes
 Materials Management
 Payables Invoicing
 Procurement
 Procurement Contract Management
 Receiving and
 Requisitioning functions
12. Under Financial Reporting Options

Select the “Primary Ledger” as US Primary Ledger
Select the “Default Legal Entity” as US1 legal entity
13. Click Save and Close

14. From the project list, select the “Manage Business Unit Set Assignment” Task
and click on “Go to Task” Icon
15. Adjust the Reference Data Set Codes:
Dashboard Templates = COMMON

Departments = USDEPTS
Grades = COMMON
Jobs = COMMERCIALJOB
Locations = USLOCS
Performance Templates = COMMON

17. From the project list, select the “Manage Service Provider Relationships” Task
and click on “Go to Task” icon
18. In the Manage Service Providers Page , under “Procurement Service Providers”
click the green + Add Row Icon

19. Search for your business unit, select the row, and click on Apply button
20. Search for business unit US1 Business Unit, select the row, and select Done
21. Review the Business units added and make sure the Active check box is
enabled.

Create Inventory Org

Procurement > Define Common Applications Configuration for Procurement >
Define Enterprise Structures for Procurement > Define Facilities for Procurement
> Manage Inventory Organizations
Click on “Go to Task” icon
2. In the Manage Inventory Organizations page click on the Create icon

3. Enter the Basic Information:
Name : Enter Inventory Organization Name (e.g. PRC Inventory Org)

Organization : Enter Organization code (e.g. PRCORG1)
Management Business Unit : Your Business Unit

Legal Entity : US1 Legal Entity
Profit Center Business Unit : US1 Business Unit (Not Mandatory)
Status : Active
Enter the Location Address details
Name : Your Location (Which is created earlier)

Internal or External : Internal

4. Click Next button to navigate to “Manage Inventory Organization Parameters“
page for your inventory organization.
5. Under General Tab , select below values
Schedule : Operations
Item Master Organization : Operations
6. From the “Lot, Serial Number, and Packing Unit” tab, enter the below details
Under “Lot Control” Section
For Field ‘Uniqueness’ : No Uniqueness Control
Under Serial Number Generation Section
For field ‘Starting Serial Number’ : 1

8. Click Done

Configure Business Unit
Configure Procurement Business Function

Procurement > Define Purchasing Configuration > Define Business Function
Configuration > Configure Procurement Business Function
Click on “Go to Task” icon

 The “Select Scope” window opens
 Select the “Configure Procurement Business Function” Radio button
 In Business Unit Field select “Select and Add”
 Click on “Apply and Go to Task” button
 “Select and Add: Business Unit” page Opens , Search for your business unit
 Note: Don’t click on the Business Unit name, click on any other column i.e
Active / Location / Manager of your business unit to select the record.
 Click on “Save and Close” Button located at the bottom of the screen.

2. Enter the following under General section
Payment Terms : Select any of the available options
Shipping Method : Select any of the available options
Freight Term : Select any of the available options
Inventory Organization: Your Inventory Organization
Line Type : Goods
Currency : USD
Conversion Rate Type: Corporate
3. Enter the following under Purchasing section

Maximum File Size Megabytes : 20 MB
Maximum Lines in PDF : 1000 lines

5. You will receive a confirmation, click OK

Configure Requisitioning Business Function
Configuration > Configure Requisitioning Business Function
Click on “Go to Task” icon to open “Configure Requisitioning Business Function”

page for your Business Unit
(Note: Select your Business Unit as Scope if scope is not already selected)
1. Under Requisitioning section : Enter One Time Location = “Headquarters”

2. Under Purchasing section : Default Procurement BU = Your Business Unit
: Ship to location = Your Location

4. You will receive a confirmation, click OK

Manage Common Options for Payables and Procurement

Configuration > Manage Common Options for Payables and Procurement
Click on “Go to Task” icon to open “Manage Common Options for Payables and
Procurement” page for your Business Unit
(Note: Select your Business Unit as Scope if scope is not already selected)
2. Enter the following configuration (enter (or) copy/paste and modify as indicated):
Under Default Distributions Section:

 Liability = 101.10.22100.000.000.000
 Prepayment = 101.10.13500.000.000.000
 Conversion Rate Variance Gain = 101.10.78630.120.000.000
 Conversion Rate Variance Loss = 101.10.78630.120.000.000
 Discount Taken = 101.10.77600.120.000.000
 Miscellaneous = 101.10.60540.120.000.000
 Freight = 101.10.62510.120.000.000
Under Currency Conversion Section

 Conversion Rate Type : Corporate
 Realized Gain Distribution = 101.10.78610.120.000.000
 Realized Loss Distribution = 101.10.78610.120.000.000
Under Expense Accruals Section

 Accrue Expense Items : At receipt

3. Click “Save and Close” button.

Manage Receiving parameters

Procurement > Define Receiving Configuration for Procurement > Manage
Receiving Parameters
2. Click on “Go to Task” icon

3. Select Organization window opens
4. In Organization field : Select Your Inventory Organization and Click OK
5. Set the options as follows:
General Section
Receipt Routing : Direct delivery
Allow substitute receipts : No
Receipt Number Section

Generation : Automatic
Type : Numeric
Next Number : 1
RMA Section
Receipt Routing : Direct Delivery
RMA Validate Lots : Unrestricted


Configure BU Tax (turn it off)

Procurement > Define Common Procurement Configuration > Define Tax
configuration > Manage Tax Regimes
2. Click on “Go To Task” Icon

3. Search for Country starts with “Un”
Search Results: will display "US Sales and Use Tax"
Note: Don't click on the name ‘US Sales and Use Tax’, just click beside it or in
other column (Tax Regime Name / Country ) to select the record, then the Edit
(pencil icon) will be enabled. Click on the edit icon.

4. Under Configuration Options select the + add row icon
Note: If you don’t see the + icon, click on the Arrow Icon “ >> ”, so that the “ + ”
Icon will be visible to select
5. Under “Configuration Options and Service Subscriptions” section click on

icon to create a new configuration with the below details
 Party Name = Your Business Unit

 Configuration for Taxes and Rules = Common configuration with party override
 Configuration for Product Exceptions = Common configuration
 Effective Date = 1/1/50

6. Click “Save and Close” Button
7. Information Message will be displayed , Click OK
8. Click Done
9. For “Manage Configuration Owner Tax Options” Task, Click on “Go to Task” icon

10. Select Scope window will open
11. Select “Manage Configuration Owner Tax Options” Radio Button
12. For “Tax Regime” select value – Select and Add
13. Click on “Apply and Go to Task” button
14. Search in Country Field: search with “Un%”

15. Select the US Sales and Use Tax regime
16. Click on “Save and Close” button (At the bottom of the screen)

17. Manage Configuration Owner Tax Options – Page will open
19. Configuration Owner field - Enter Your Business Unit

20. Event Class = Purchase Requisition for Enterprise Tax
21. Start date 1/1/11
Under Default Tax Options
22. Regime Determination Set = STCC (Standard Tax Classification Codes )

23. Allow tax applicability option - Turn off (Uncheck)
24. Click “Save and Create Another” button

26. Event Class = Purchase Order and Agreements for Enterprise Tax
28. Regime Determination Set = STCC (Standard Tax Classification Codes)


30. Click “Save and Create Another” button

32. Event Class = Change Orders for Enterprise Tax
34. Regime Determination Set = STCC (Standard Tax Classification Codes)

36. Click Save and Close Button

37. Click Done Button

Manage Procurement Agents

Procurement > Define Common Procurement Configuration > Manage
Procurement Agents
Click on “Go To Task” Icon
2. Manage Procurement Agent page opens , Click the Create Icon

3. Create Procurement Agent page opens
Procurement BU : Your Business Unit
Agent : Your Employee
Default Requisitioning BU : Your Business Unit
Under Agent Access Region :

Select “Allowed” Check box for all the available Actions
Select “Full” for Access to Other Agent’s Documents

5. Click OK for the confirmation message
6. Click Create Icon
7. Setup the same options for Your user and Business Unit “US1 Business Unit”
Note: You can create multiple agents within “Create Procurement Agent” page
without navigating back to “Manage Procurements Agents” page by using the option
– “Save and Create Another” option under “Save and Close” Button

9. Click OK for the confirmation message
10. Click Done

Add the Roles for your BU
1. Navigator -> Tools > Setup and Maintenance

2. “All Tasks” Tab > Search with Name “Provision Roles to Implementation Users”
3. Click on Go to task Icon for “Provision Roles to Implementation Users” task.
4. This opens Oracle Identity Management (OIM) webpage.

5. Select Administration (upper right hand corner)
6. Search with Your User’s last name

7. Select Your user
8. Select the Roles tab

9. Select Assign and add the following roles:
 Procurement Requester <your BU>

 Accounts Payable Specialist <your BU>
 Accounts Payable Manager <your BU>
 Accounts Payable Supervisor <your BU>
 Warehouse Manager <your Inventory Org>
 Warehouse Operator <your Inventory Org>
 Financial Application Administrator<your BU>
Note:
The Roles get automatically generated for your Business Unit and Inventory Org.
You need to assign them to the respective users.
To add all the generated roles at once simply search with Your Business Unit
name (e.g. %PRC Business%) to see all the roles generated.
Then you can select all the records (select one record and Control+A) and click
on “Add” button to add all roles in one shot to your user.

10. Similarly Assign all roles related to your Inventory Organization
11. You need to search with your Inventory Organization Code (e.g. %PRCORG1%)
Note: Check your Inventory Organization setup to find the Org Code specified in
the Organization field.
12. In search results select all the records (select one record and Control+A) and click on
“Add” button to add all roles in one shot to your user.
13. Close the Identity Manager window
14. Sign Off of the Application

Change Your Primary Job Assignment
1. Login as Betty.Anderson
2. Navigator -> Manage Resources > Manage Users
3. Search with Users Last Name, click search
4. Select the record and click on Name.
5. Under Employee Information section change the Business Unit to your Business Unit
NOTE: When you search for a business Unit via search icon you might get an error.
It’s a bug in that particular field.
Workaround: Clear value in the field and just enter your Business unit in the field
manually.

7. Sign Out
8. Login as the user you created

Configure Transaction Accounting
Note: For this setup make a note of the Business Unit name you created (e.g. PRC Business
Unit) as you have to enter the exact name in a free text field.

Procurement > Define Common Procurement Configuration > Define Transaction
Accounting for Procurement > Define Transaction Account Rules > Define Transaction
Accounts > Manage Mapping Sets
2. For the Manage Mapping Sets Task click “Go to Task” icon
3. Select and Click on the name “Expense Accrual Account – Business Unit” (or) select the
record “Expense Accrual Account – Business Unit” and click on Edit icon .
4. In the Chart of Accounts table select the US Chart of Accounts row.

5. In the US Chart of Accounts: Mappings section (third table), click to add a new
record.

6. Enter your business unit name (Enter the exact name of your business unit which you
copied earlier) into the Input field.
Note: This is a free text field and there is no validation on this field
7. Enter 101.10.24220.000.000.000 into the Output field (this will be the expense
Accrual account mapped to your business unit).
8. Enter an Effective Start Date = 01/01/2015
10. Click Done

Create Supplier and Supplier Site
1. Navigator -> Procurement -> Suppliers

2. The Suppliers Work Area opens.
3. On the left pane click on “Create Supplier” task
4. Enter the Supplier Name starting with your initials (e.g. PRC Supplier)
5. Select Business Relationship as “Spend Authorized”
6. Select Tax Organization Type as “Corporation”
7. Click Create

8. Select the “Addresses” tab

10. Enter an Address with all Address Purposes (Ordering, Remit to , RFQ or
Bidding) selected.

12. Click OK for the confirmation

13. Select the Sites Tab and Click the Create Icon
14. Procurement BU : Select Your BU

15. Address Name : select your address
16. Site : Enter a Site name (Or leave the defaulted value)
17. Click “Save” button
18. Select the Receiving tab for the site and set the “Receipt Routing” to Direct
Delivery.

19. Click Save
20. Select the Site Assignments tab
21. Click “Autocreate Assignments”

22. Set the Bill To Location = Your location
23. Click “Save and Close”

24. Click OK at the confirmation

25. Click “Contacts” Tab and click on Create Icon
26. Enter the Contact details

Note: E-Mail is mandatory if you wish to create a Supplier Portal user account.
27. Under “Contact Address”, Click on and select the address you already
created
28. Under “User Account” click on “Create User Account” radio button
29. Observe that the roles get automatically assigned (this is a setup configuration,
we will discuss about this feature in the workshop).
31. Again click “Save and Close” button

Create Agreements
1. Navigator - > Procurement - > Purchasing

2. On Left side Pane : Tasks > Agreements > Click “Create Agreement” task
3. Enter the information :

Style : Blanket Purchase Agreement
Procurement BU: Your Business Unit
Supplier / Site / Contact : Your Supplier
Currency and Buyer: Keep the defaulted values
4. Click Create

5. Under Lines region : Click the + Add Icon
6. Enter the line details
 Type = Goods
 Description = Retro 51 Tornado Red Pen
 Category Name = Pens and Pencils
 UOM Ea
 Price = 25
7. Select the Edit Icon to modify the line details in a new window
8. Under “Item Attributes” Enter the below URL for both the fields “Image URL” and
“Thumbnail Image”
http://www.retro51.com/newimages/fwi_classiclacquers/classic_large.jpg

9. Click Ok
10. Select the Controls Tab
11. Review the “Business Unit Access” and “Automatic Process” Controls
12. Click Submit

13. You will receive a confirmation, click Ok

Create Catalog
1. Navigator -> Procurement -> Catalogs

2. Click the “Manage Catalogs” Task
3. Click “Create Local Catalog” Button
4. Enter details as specified below :

 Procurement BU : Select Your Business Unit
 Catalog : Enter a Catalog name starting with your initials
 Description: Enter user defined description
 Under Agreements > Select “Include items from all agreements” Option
 Under Categories > Select “Include items from all categories” Option


Create Content Zone
1. Still in the Catalogs work area, select the “Manage Content Zones” Task

3. Select your Procurement BU and give the Content Zone a name with your initials
4. In the Catalogs section: Click the Select and Add icon

5. Select Your Catalog and click Done
6. In the Security section: Click the Select and Add icon

7. Select Your Business Unit and click Done


Create Requisition
1. Navigator -> My Information: Procurement -> Purchase Requisitions
2. Right side Bottom -> “Requisition Preferences” Click “Edit” button
a. Requisitioning BU : Select Your Business Unit

b. Deliver-to Location : Select Your Location
c. Under “Favorite Charge Accounts” click
d. Enter a Nick name and Charge account: 101.10.60540.000.000.000

3. Click “Save and Close”
4. You should now be able to shop for your Pen , Under Search Catalog Search “Pens”
5. Click “Add to Requisition” button
6. Item gets added to the Requisition area

7. Click “Edit and Submit” button

8. Click Submit Button
9. Click OK on the confirmation message

10. You will receive a notification that Requisition is approved
11. After requisition is approved, automatically Purchase order gets created (Might take
some time > 4hrs).

First Day - Create and Use A Procurement Business Unit - Final - May 18 Cool

Caricato da

Informazioni sul documento

Titolo originale

Copyright

Formati disponibili

Condividi questo documento

Condividi o incorpora il documento

Opzioni di condivisione

Hai trovato utile questo documento?

Questo contenuto è inappropriato?

Copyright:

Formati disponibili

First Day - Create and Use A Procurement Business Unit - Final - May 18 Cool

Caricato da

Copyright:

Formati disponibili

Create and Use a Procurement

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page i

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page ii

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 1

2. Navigator -> Manage Resources -> Manage Users

1. Click the Create Icon

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 2

a. Last Name = Your Last Name

3. Click “Autoprovision Roles” Button

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 3

10. Select Administration (upper right hand corner)

11. Search with Your user’s last name

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 4

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 5

20. Close the Identify Manager and Sign Out

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 6

1. Navigator -> Tools: Setup and Maintenance

3. Click the Create icon

7. On the “Create Implementation Project: Select Offerings to Implement” page, start

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 7

11. Click Done

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 8

1. If not already there: Navigator -> Setup and Maintenance

4. In the “Manage Locations” Page - Click the Create Icon

5. Enter the location details

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 9

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 10

1. From your Implementation project navigate to

2. For Manage Business Unit task , click on the Go to Task Icon

3. Click the Create Icon

8. Click “Save and Close” button

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 11

10. Select your Business unit as Scope

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 12

12. Under Financial Reporting Options

13. Click Save and Close

15. Adjust the Reference Data Set Codes:

Dashboard Templates = COMMON

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 13

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 14

22. Click “Save and Close” button

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page 15

1. From your Implementation project navigate to

2. In the Manage Inventory Organizations page click on the Create icon

Name : Enter Inventory Organization Name (e.g. PRC Inventory Org)

Management Business Unit : Your Business Unit