Professional Documents
Culture Documents
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")
1. Profile Options:
The rest of the profile options will leave it with defaulted values.
We will build one case. Based on that we will define the categories and then will do the Category Mappings.
Case:
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"
Navigation: iProcurement Administration: Home Page > Schema > Item Categories
Click "Create Category"
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.
Click "Apply"
Search the Category Name and check the newly created Category.
Now, we have successfully created the Shopping Category (iProcurement Category)
3. Category Hierarchy:
Upon Apply, you will get the confirmation page and you can see the newly created category with Type as "Browsing".
Select that newly created category "Outside items" and click "Create Child" to create another Browsing Category called "Direct Materials".
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 "Insert Existing Child"
Click on "Apply"
Now, you can see the entire Category Hierarchy like below.
Outside Items ==== > Direct Materials ==== > Marketing Items
We have successfully created the Category Hierarchy.
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.
Navigation: Inventory > Setup > Items > Categories > Default Category Sets
Note down the category Set Name for the functional area "Purchasing"
Step 2: Open the Category Set and note down the Flex Structure
Navigation: Inventory > Setup > Items > Categories > Category Sets
Flex Structure = PO Item Category
Query by
Once query retrieves the result, find out the Purchasing Flex Structure name "PO Item Category"
Click on "Segments"
Note down the Value Set Names for both the Segments
Click on "Value Set" for the SEGMENT1 "Item Category" and check the Validation Type
Now, click the another segment "Commodity" and check for Value Set Validation Type.
It's "Dependent"
Navigation: Inventory > Setup > Flexfields > Key > Values
Click Find
Add the new value "Marketing"
Save
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.
Add two new values like "Materials" and "Items"
Now, create the Purchasing category "Marketing Materials" and "Marketing Items" and assign it to Purchasing Category Set
Navigation: Inventory > Setup > Items > Categories > Category Code
Click on "New"
Navigation: Inventory > Setup > Items > Categories > Category Sets
Query the default "Purchasing" Category Set and add the Category "Marketing.Items" into that Purchasing Category Set
Save
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"
Click "Apply"
Now, it's mapped.
Now, create the new item and assign the newly created Purchasing Category "Marketing.Items"
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"
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).
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".
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.
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.
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.
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.
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.
Click "Apply"
Store is created successfully. But, it's not in the front in the list.
Enter the List Price in Master Org level and then check whether it's available in iProcurement.
Entered List Price in Master Org is 12.
Click "Checkout"
Click "Next"
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".
Assign it to Inventory Organization "OM1"
Now, check this item is available in iProcurement for shopping
Create the Blanket Purchase Agreement for the item "Flex Boards" with Price USD 25.
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.
Set the Profile Option "POR: Autocreate Shopping Category and Mapping" to "Yes" (Site Level)
Step 2: Create new Purchasing Category "Purchase.Materials"
Query the KFF for "Item Categories" and check the Segments and Value Sets for "PO Item Category"
Note down the Value Set for both the Segments
Commodity = Commodity
B). Add the new values "Purchase" & "Materials" in both the value sets
Add the new value "Purchase" in "PO Item Category" Value Set
Add the new value "Materials" in "Commodity" Value Set
C). Create the purchasing category as "Purchase.Materials"
Navigation: Inventory > Setup > Items > Categories > Category Codes
D). Add this new purchasing category "Purchase.Materials" into "Purchasing" Category Set
Navigation: Inventory > Setup > Items > Categories > Category Sets
Step 3: Item Creation:
Create a new item "Filter" with List Price USD 50 and assign the new Purchasing Category "Purchase.Materials".
Step 4: Check the Category Mapping:
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:
Click on "Update" button for our content zone "Doyen Content Zone"
It's restricted to "Marketing Items" category.
Change this restriction and enable "Include items from all categories"
Apply.
Now, check the item "Filter" is available in iProcurement for shopping or not
Yes. Now, the item is available for shopping in iProcurement.
Query the Organization OM1 "OM_Inventory Organization" and note down the Location.
Query the Location "Doyen Newyork Location 1" and attach the Inventory Organization "OM1-OM_Inventory Organization"
Define the Shipping Networks between both the Inventory Organizations OM1 and OM2
Click "Next"
Click "Submit"
Pick Release the order and do Shipping and then receive the item in OM1.