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Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Oracle iProcurement Setup and Process Training Manual

Mandatory Setups for iProcurement:

1. Profile Options

2. Shopping Category Creation

3. Category Hierarchy

a. Top Category (Browsing Category) - Create Top-Level Category

i. Child Category (Browsing Category) - Create Child

1. Shopping Category (Item Category) - Insert Existing Child

4. Purchasing Category Creation

5. Category Mapping

6. Item Creation and Purchasing Category Assignment

7. Content Zone Creation

8. Information Template Creation

9. Smart Form Creation

10. Create Stores

11. Blanket Purchase Agreement Creation

12. Personalization's (Profile Option - "Personalize Self-Service Defn = Yes")

Create the Requisition:

Case I

Case II : Item with Blanket Purchase Agreement and without List Price

Case III : Item with List Price and Blanket Purchase Agreement Case IV : Item Without Shopping Category

Case V

: Item without and with List Price

: Internal Requisition through iProcurement

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

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.

= Yes POR:Allow Manual Selection of Source = Yes The rest of the profile options will
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

2. Shopping Category Creation:

We will build one case. Based on that we will define the categories and then will do the Category Mappings. Case:

categories and then will do the Category Mappings. Case: It's a Top Down approach. First we

It's a Top Down approach. First we will have a Top level category (Root Category) called "Browsing Category". Under that, either we may have multiple child Browsing Categories or Shopping Categories. First we should create the bottom level category called "Shopping Category"

Responsibility: iProcurement Catalog Administration Navigation: iProcurement Administration: Home Page > Schema > Item Categories

Navigation: iProcurement Administration: Home Page > Schema > Item Categories Click " Create Category "

Click "Create Category"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Enter the Category Details Note: 1. Category Key: Once

Enter the Category Details

Training Manual OracleApps88 Enter the Category Details Note: 1. Category Key: Once we enter the value

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.

same. Click " Apply " Confirmation page will come. Search the Category Name and check the

Search the Category Name and check the newly created Category.

the Category Name and check the newly created Category. Now, we have successfully created the Shopping

Now, we have successfully created the Shopping Category (iProcurement Category) Now, we will see the "Category Hierarchy"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

3. Category Hierarchy:

Root Category (Browsing Category) ===== > Outside Items Child Category (Browsing Category) ===== > Direct Materials Child Category (Shopping Category) ===== > Marketing Items

Create the Root Category (Browsing Category) first Navigation: Schema > Category Hierarchy > Create Top-Level Category

> Category Hierarchy > Create Top-Level Category Click on " Create Top-Level Category " Enter the

Click on "Create Top-Level Category"

Category Click on " Create Top-Level Category " Enter the values in respective fields Click on

Enter the values in respective fields

Category " Enter the values in respective fields Click on " Apply " Upon Apply, you

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
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Select that newly created category " Outside items "

Select that newly created category "Outside items" and click "Create Child" to create another Browsing Category called "Direct Materials".

create another Browsing Category called " Direct Materials ". Click on " Create Child " Enter

Click on "Create Child"

create another Browsing Category called " Direct Materials ". Click on " Create Child " Enter

Enter the details

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Click on " Apply " Now, you can see

Click on "Apply" Now, you can see "Direct Materials" Browsing Category under "Outside Items" category

Browsing Category under " Outside Items " category Now, you insert the Shopping Category " Marketing

Now, you insert the Shopping Category "Marketing Items" into this Hierarchy Select the Browsing Category "Direct Materials" and click on "Insert Existing Child"

" and click on " Insert Existing Child " Click on " Insert Existing Child "

Click on "Insert Existing Child"

Existing Child " Click on " Insert Existing Child " Query the existing category " Marketing

Query the existing category "Marketing Items"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Retrieved the existing category. Select that category Click

Retrieved the existing category. Select that category

Retrieved the existing category. Select that category Click on " Apply " Now, you can see

Click on "Apply" Now, you can see the entire Category Hierarchy like below. Outside Items ==== > Direct Materials ==== > Marketing Items

Outside Items ==== > Direct Materials ==== > Marketing Items We have successfully created the Category

We have successfully created the Category Hierarchy.

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

4. Purchasing Category Creation:

Now we will create one new item in Inventory module with new Purchasing Category and then will map that Purchasing Category into our Shopping Category in iProcurement. Lets create a new Purchasing Category called "Marketing Materials" in Inventory Module. To create the new category, we need to add these new values into Value set. To find out that KFF and Value Set, follow the below steps.

Step 1: Find out the "Default Category Set" for Purchasing Navigation: Inventory > Setup > Items > Categories > Default Category Sets

> Items > Categories > Default Category Sets Note down the category Set Name for the

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
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Flex Structure = PO Item Category Step 3: Find

Flex Structure = PO Item Category

Step 3: Find out the KFF Segments Navigation: Inventory > Flexfields > Key > Segments Query by

Application: Inventory

Once query retrieves the result, find out the Purchasing Flex Structure name "PO Item Category"

Title : Item Categories

retrieves the result, find out the Purchasing Flex Structure name " PO Item Category " Title
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Click on "Segments"

Training Manual OracleApps88 Click on " Segments " Note down the Value Set Names for both

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

Set = Commodity) Click on " Value Set " for the SEGMENT1 " Item Category "
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Note down the Validation Type. It's Independent. Now, click the another segment "Commodity" and check for Value Set Validation Type.

Commodity " and check for Value Set Validation Type. It's " Dependent " Step 4: Add

It's "Dependent"

Step 4: Add the values into Value Set Navigation: Inventory > Setup > Flexfields > Key > Values

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
Oracle iProcurement Setup and Process Training Manual OracleApps88 Click Find Add the new value " Marketing

Click Find

Oracle iProcurement Setup and Process Training Manual OracleApps88 Click Find Add the new value " Marketing

Add the new value "Marketing"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
Oracle iProcurement Setup and Process Training Manual OracleApps88 Save

Save

Oracle iProcurement Setup and Process Training Manual OracleApps88 Save
Oracle iProcurement Setup and Process Training Manual OracleApps88 Save
Oracle iProcurement Setup and Process Training Manual OracleApps88
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.

So, we need to enter the value from that value set. Add two new values like
So, we need to enter the value from that value set. Add two new values like

Add two new values like "Materials" and "Items"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Now, create the Purchasing category " Marketing

Now, create the Purchasing category "Marketing Materials" and "Marketing Items" and assign it to Purchasing Category Set

Step 5: Create Purchasing Category Code Navigation: Inventory > Setup > Items > Categories > Category Code

Category Code Navigation: Inventory > Setup > Items > Categories > Category Code Click on "

Click on "New"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Create a new Category Code like " Marketing.Items "

Create a new Category Code like "Marketing.Items"

Setup and Process Training Manual OracleApps88 Create a new Category Code like " Marketing.Items " Save
Setup and Process Training Manual OracleApps88 Create a new Category Code like " Marketing.Items " Save

Save

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Step 6: Assign Category into Category Set Navigation: Inventory > Setup > Items > Categories > Category Sets

> Setup > Items > Categories > Category Sets Query the default " Purchasing " Category

Query the default "Purchasing" Category Set and add the Category "Marketing.Items" into that Purchasing Category Set

Purchasing " Category Set and add the Category " Marketing.Items " into that Purchasing Category Set

Save

Oracle iProcurement Setup and Process Training Manual OracleApps88
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

Administration Navigation: Schema > Category Mapping Query by either " Purchasing Category " name or

Query by either "Purchasing Category" name or "Shopping Category" name

" Purchasing Category " name or " Shopping Category " name Select the check box Click

Select the check box

" Purchasing Category " name or " Shopping Category " name Select the check box Click

Click on "Map"

" Purchasing Category " name or " Shopping Category " name Select the check box Click
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Query the Shopping Category "Marketing.Items"

Query the Shopping Category " Marketing.Items " Click " Apply " Now, it's mapped. Purchasing

Click "Apply"

Category " Marketing.Items " Click " Apply " Now, it's mapped. Purchasing Category "

Now, it's mapped. Purchasing Category "Marketing.Items" have been mapped to Shopping Category "Marketing.Items"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

6. Item Creation and Purchasing Category Assignment:

Now, create the new item and assign the newly created Purchasing Category "Marketing.Items" Navigation: Inventory > Items > Master Items Apply the Purchasing Template

Items > Master Items Apply the Purchasing Template Assign the Purchasing Category Navigation: Tools >

Assign the Purchasing Category Navigation: Tools > Categories

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Change the default category name from " MISC.MISC "

Change the default category name from "MISC.MISC" to "Marketing.Items"

the default category name from " MISC.MISC " to " Marketing.Items " Assign it to required

Assign it to required organizations

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

7. Content Zone Creation:

Responsibility: iProcurement Catalog Administration Navigation: Stores > Content Zones

Administration Navigation: Stores > Content Zones Select the Action " Create Local Content Zone "

Select the Action "Create Local Content Zone" option from the LOV and click on "Go"

Zone " option from the LOV and click on " Go " Enter the Content Zone

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
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.

into shopping category then we can raise a requisition. In the above case, we have created
into shopping category then we can raise a requisition. In the above case, we have created

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"

the Blanket Purchase Agreements. Click " Apply " Get the confirmation page and our newly created

Get the confirmation page and our newly created content zone "Doyen Content Zone".

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

8. Information Template Creation:

You can set up information templates to gather additional information in Oracle iProcurement to pass necessary order processing information to suppliers. When an information template is assigned to a category or item, the application prompts requesters to provide the information specified in the template when the item is added to the shopping cart. This information becomes a line-level attachment to the requisition.

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.

Responsibility: Purchasing Super User Navigation: Setup > Information Templates

Super User Navigation: Setup > Information Templates Define the Template Name and enter all the other

Define the Template Name and enter all the other details

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Created the " Doyen Information Template " and saved

Created the "Doyen Information Template" and saved

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

9. Smart Forms Creation:

Requesters can procure an item or service that is not found in the catalog. For these cases, they can use a non-catalog request. The non-catalog request offers the ability to add an item or service to the shopping cart based on a description of the item or service. Through the use of smart forms, companies can conveniently control both the list of fields and whether a particular field is enterable or pre-defined. For example, purchasing organizations can lock-down the purchasing category for certain requests and thereby more accurately categorize spend. Similarly, purchasing administrators can ensure spend is exclusively directed to preferred suppliers, and default contract numbers achieve touchless buying. The following figure shows the non-catalog request that requesters can enter. In the Item Type field, requesters can enter goods billed by quantity, service billed by quantity, or goods or services billed as an amount.

by quantity, or goods or services billed as an amount. In addition to this standard non-catalog

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.

Responsibility: iProcurement Catalog Administration Navigation: Stores > Smart Forms

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Click " Create Smart Forms " Create the Smart

Click "Create Smart Forms"

Manual OracleApps88 Click " Create Smart Forms " Create the Smart Form by entering Name, OU,

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
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Assign the " Information Template " which was

Assign the "Information Template" which was created earlier

" Information Template " which was created earlier Attached the Information Template " Doyen Information

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.

Smart Form. Click " Apply " Will get the Confirmation page and it will display the
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

10. Create Stores:

A store enables you to group content zones and smart forms into a single, searchable store. The store should be easy for requesters to understand - for example, a store containing all computer supplies or all office supplies. Responsibility: iProcurement Catalog Administration Navigation: Stores > Stores

Catalog Administration Navigation: Stores > Stores Click on " Create Store " Enter the Store details

Click on "Create Store"

Stores > Stores Click on " Create Store " Enter the Store details and assign the

Enter the Store details and assign the Content Zones and Smart Forms

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Click on " Continue " Sequence Stores: Assign the

Click on "Continue"

Training Manual OracleApps88 Click on " Continue " Sequence Stores: Assign the " Sequence " Click

Sequence Stores:

Assign the "Sequence"

OracleApps88 Click on " Continue " Sequence Stores: Assign the " Sequence " Click " Apply

Click "Apply"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Store is created successfully. But, it's not in the

Store is created successfully. But, it's not in the front in the list. Click "Sequence Stores"

in the front in the list. Click " Sequence Stores " Assign the Sequence Number to

Assign the Sequence Number to our Store "Doyen Store"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Click " Apply " Now, it's sequenced and

Click "Apply"

and Process Training Manual OracleApps88 Click " Apply " Now, it's sequenced and displayed in the

Now, it's sequenced and displayed in the front.

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

11. Create iProcurement Responsibility:

Responsibility: System Administrator Navigation: Security > Responsibility > Define

Navigation: Security > Responsibility > Define User - Responsibility Assignment: Assign it to User

User - Responsibility Assignment:

Assign it to User "Doyen1" Navigation: Security > Users > Define

Define User - Responsibility Assignment: Assign it to User "Doyen1" Navigation: Security > Users > Define
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Profile Options:

Oracle iProcurement Setup and Process Training Manual OracleApps88 Profile Options:
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Create the Requisition:

Case I - Item without and with List Price:

Responsibility: iProcurement, Doyensys Navigation: iProcurement Home Page

iProcurement, Doyensys Navigation: iProcurement Home Page Search our item " Banners " in our Store "

Search our item "Banners" in our Store "Doyen Store"

" Banners " in our Store " Doyen Store " Item not available in our Store

Item not available in our Store List Price at Master Organization level:

Check the Item's "List Price" in Item Master Navigation: Inventory > Items > Master items

level: Check the Item's " List Price " in Item Master Navigation: Inventory > Items >
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

List Price is not available for this item "Banners" Enter the List Price in Master Org level and then check whether it's available in iProcurement.

and then check whether it's available in iProcurement. Entered List Price in Master Org is 12.

Entered List Price in Master Org is 12. Now check whether this item is available in iProcurement for shopping. Responsibility: iProcurement, Doyensys Navigation: iProcurement Home Page Search for the Item "Banners"

Home Page Search for the Item " Banners " Still this item is not available for

Still this item is not available for shopping. List Price at Inventory Organization:

Now, enter the List Price in child Organization Navigation: Items > Organization Items Query the Item and enter the List Price as 13.

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Now query this Item in iProcurement Responsibility:

Now query this Item in iProcurement Responsibility: iProcurement, Doyensys Navigation: iProcurement Home Page Search for the Item "Banners"

Home Page Search for the Item " Banners " Now, this item is available for Shopping.

Now, this item is available for Shopping. Create Catalog Requisition:

Click "Add to Cart"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Item have been added into Cart. Click " View

Item have been added into Cart. Click "View Cart and Checkout"

Item have been added into Cart. Click " View Cart and Checkout " Click " Checkout

Click "Checkout"

Item have been added into Cart. Click " View Cart and Checkout " Click " Checkout

Click "Next"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Note: Approval list has not been generated. Because, "

Note: Approval list has not been generated. Because, "Owner can Approve" is enabled and preparer have the limit to approve this document. Click "Next"

the limit to approve this document. Click " Next " Click " Submit " Requisition# 10006

Click "Submit"

document. Click " Next " Click " Submit " Requisition# 10006 has been created and submitted.

Requisition# 10006 has been created and submitted. To check the Requisition status navigate to "Requisitions" TAB

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Requisition# 10006 has been Approved. Check the "

Requisition# 10006 has been Approved. Check the "Requisition Summary"

been Approved. Check the " Requisition Summary " It's a Purchase Requisition and it's in Approved

It's a Purchase Requisition and it's in Approved status. So, List Price is must at Inventory Organization level.

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

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".

assign the Purchasing Category " Marketing.Items ". Assign it to Inventory Organization " OM1 " Now,

Assign it to Inventory Organization "OM1"

". Assign it to Inventory Organization " OM1 " Now, check this item is available in

Now, check this item is available in iProcurement for shopping

check this item is available in iProcurement for shopping Item is not available in iProcurement for

Item is not available in iProcurement for Shopping. Create the Blanket Purchase Agreement for the item "Flex Boards" with Price USD 25.

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Responsibility: Purchasing Super User Navigation: Buyer Work Center > Agreements

Super User Navigation: Buyer Work Center > Agreements Create " Blanket Purchase Agreement " and click

Create "Blanket Purchase Agreement" and click "Go" Enter the Header Details

" and click " Go " Enter the Header Details Enter the Line Details Price of

Enter the Line Details

Go " Enter the Header Details Enter the Line Details Price of the item "Flex Boards"

Price of the item "Flex Boards" is 25 USD Click on "Approval Options"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 It follows the hierarchy " PO Approval Hierarchy "

It follows the hierarchy "PO Approval Hierarchy" Click on "Submit Document"

Hierarchy " Click on " Submit Document " Blanket Purchase Agreement# 5004 has been Created and

Blanket Purchase Agreement# 5004 has been Created and Submitted for Approval. Check the BPA Status in "Purchase Order Summary" form

the BPA Status in " Purchase Order Summary " form BPA has been " Approved "

BPA has been "Approved" successfully. Now check this item in iProcurement

" successfully. Now check this item in iProcurement Now, this item is available in iProcurement for

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
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

" Pamphlets " and enter the List Price as 30 USD Create the BPA for this

Create the BPA for this item with Item Price as USD 40

Create the BPA for this item with Item Price as USD 40 Blanket Purchase Agreement# 5005

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
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 This item is available in iProcurement with List Price

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
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Case IV - Item Without Shopping Category:

Step 1: Profile Option:

Set the Profile Option "POR: Autocreate Shopping Category and Mapping" to "Yes" (Site Level)

Category and Mapping " to " Yes " (Site Level) Step 2: Create new Purchasing Category

Step 2: Create new Purchasing Category "Purchase.Materials" A). Navigation: Inventory > Setup > Flexfields > Segments Query the KFF for "Item Categories" and check the Segments and Value Sets for "PO Item Category"

the Segments and Value Sets for " PO Item Category " Note down the Value Set

Note down the Value Set for both the Segments Item Category = PO Item Category Commodity = Commodity

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
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Add the new value " Materials " in "

Add the new value "Materials" in "Commodity" Value Set

" Materials " in " Commodity " Value Set C). Create the purchasing category as

C). Create the purchasing category as "Purchase.Materials" Navigation: Inventory > Setup > Items > Categories > Category Codes

Setup > Items > Categories > Category Codes D). Add this new purchasing category

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
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Step 3: Item Creation: Create a new item "Filter"

Step 3: Item Creation:

Create a new item "Filter" with List Price USD 50 and assign the new Purchasing Category "Purchase.Materials".

the new Purchasing Category "Purchase.Materials". Step 4: Check the Category Mapping: Responsibility:

Step 4: Check the Category Mapping:

Responsibility: iProcurement Catalog Administrator Navigation: Schema > Category Mapping Query the newly created purchasing category "Purchase.Materials"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Automatically Shopping Category has been created with the

Automatically Shopping Category has been created with the same Purchasing Category name and it's Mapped. This is because of that profile option.

Step 5: Item availability in iProcurement:

Check this item is available in iProcurement for shopping or not

this item is available in iProcurement for shopping or not Item not available in iProcurement. Because

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
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 It's restricted to " Marketing Items " category.

It's restricted to "Marketing Items" category. Change this restriction and enable "Include items from all categories"

and enable " Include items from all categories " Apply . Now, check the item "

Apply.

Now, check the item "Filter" is available in iProcurement for shopping or not

" is available in iProcurement for shopping or not Yes. Now, the item is available for

Yes. Now, the item is available for shopping in iProcurement.

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Case V - Internal Requisition through iProcurement

Step 1 - Profile Option:

Responsibility: System Administrator

Navigation: Profile > System

Set the profile option "POR:Allow Manual Selection of Source" to "Yes"

Manual Selection of Source " to " Yes " Step 2 - Create a Item and

Step 2 - Create a Item and Assign it to two Organizations:

Responsibility: Inventory Super User Navigation: Items > Master Items

a Item and Assign it to two Organizations: Responsibility: Inventory Super User Navigation: Items > Master
a Item and Assign it to two Organizations: Responsibility: Inventory Super User Navigation: Items > Master
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Created the Internal item " Internal Item2 " with

Created the Internal item "Internal Item2" with Purchasing Category "Purchase.Materials" and assigned to OM1 & OM2

Step 3 - Attach Inventory Organization into Location:

Navigation: Inventory > Setup > Organizations > Organizations Query the Organization OM1 "OM_Inventory Organization" and note down the Location.

OM_Inventory Organization " and note down the Location. Location is " Doyen Newyork Location 1 "

Location is "Doyen Newyork Location 1" Now, attach the Inventory Org in Location. Navigation: Inventory > Setup > Organizations > Locations Query the Location "Doyen Newyork Location 1" and attach the Inventory Organization "OM1- OM_Inventory Organization"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Step 4 - Shipping Network: Navigation: Inventory >

Step 4 - Shipping Network:

Navigation: Inventory > Setup > Organizations > Shipping Networks Define the Shipping Networks between both the Inventory Organizations OM1 and OM2

between both the Inventory Organizations OM1 and OM2 Step 5 - Define Internal Order Transaction Type

Step 5 - Define Internal Order Transaction Type Responsibility: Order Management Super User Navigation: Setup > Transaction Types > Define

Navigation: Setup > Transaction Types > Define Defined the Internal Order " OM_Internal1 " Step 6

Defined the Internal Order "OM_Internal1" Step 6 - Define Internal Customer Responsibility: Order Management Super User Navigation: Customers > Standard

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Defined the Internal Customer " OM Internal Customer

Defined the Internal Customer "OM Internal Customer" and attached the internal location and organization in Ship To site.

Step 7 - Assign Internal Requisition Source Type in Purchasing Options Responsibility: Purchasing Super User Navigation: Setup > Organizations > Purchasing Option

Setup > Organizations > Purchasing Option Step 9 - Create Internal Requisition in iProcurement

Step 9 - Create Internal Requisition in iProcurement

Responsibility: iProcurement

Search for the item "Internal Item2"

Navigation: iProcurement Home Page

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Click on " Click here to select a source

Click on "Click here to select a source" link

Click on " Click here to select a source " link We have the 100 quantities

We have the 100 quantities stock in OM_Inventory Organization2. Select the Source as "Internal" and the organization is "OM_Inventory Organization2"

the organization is " OM_Inventory Organization2 " Click on " Add to Cart " Click "

Click on "Add to Cart"

is " OM_Inventory Organization2 " Click on " Add to Cart " Click " View Cart

Click "View Cart and Checkout"

Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Click " Checkout " Click " Next " Click

Click "Checkout"

Training Manual OracleApps88 Click " Checkout " Click " Next " Click " Submit " Step

Click "Next"

Click " Checkout " Click " Next " Click " Submit " Step 10 - Requisition

Click "Submit"

" Click " Next " Click " Submit " Step 10 - Requisition Summary Check the

Step 10 - Requisition Summary Check the Requisition Type and Status in Requisition Summary Navigation: Purchasing > Requisitions > Requisition Summary

Requisition Type and Status in Requisition Summary Navigation: Purchasing > Requisitions > Requisition Summary
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88

Step 11 - Run "Create Internal Orders" and "Import Orders" program

Internal Orders" and "Import Orders" program Step 12 - Query Internal Orders Responsibility: Order

Step 12 - Query Internal Orders Responsibility: Order Management Super User Navigation: Orders, Returns > Order Organizer

- Query Internal Orders Responsibility: Order Management Super User Navigation: Orders, Returns > Order Organizer
- Query Internal Orders Responsibility: Order Management Super User Navigation: Orders, Returns > Order Organizer
Oracle iProcurement Setup and Process Training Manual OracleApps88
Oracle iProcurement Setup and Process Training Manual
OracleApps88
iProcurement Setup and Process Training Manual OracleApps88 Internal Order# 25001 has been created and it's Booked
iProcurement Setup and Process Training Manual OracleApps88 Internal Order# 25001 has been created and it's Booked

Internal Order# 25001 has been created and it's Booked Pick Release the order and do Shipping and then receive the item in OM1.