Oracle e-business Suite R12 - 12 steps to complete configuration of Oracle i-procurement Implementation. http://www.oraerp.com

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I Procurement Setup Document
Setups for I Procurement:
1. Profile Options
2. Shopping Category Creation
3. Category Hierarchy
 Top Category (Browsing Category) - Create Top-Level Category
 Child Category (Browsing Category) - Create Child
 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. Iprocurement responsibility Creation
12. Personalization's (Profile Option - "Personalize Self-Service Defn = Yes")
1. Profile Options:
POR: Auto create Shopping Category and Mapping = Yes
POR: Allow Manual Selection of Source = Yes
The rest of the profile options will leave it with defaulted values

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2. Shopping Category Creation:
We will buildone case. Based on that we will define the categories and then will do the
Category Mappings.
Case:
It's a Top Down approach.

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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
Click "Create Category"
Enter the Category Details
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"

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Confirmation page will come.
Search the Category Name and check the newly created Category.
Now, we have successfully created the Shopping Category (iProcurement Category)
Now, we will see the "Category Hierarchy"
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
Click on "Create Top-Level Category"

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Enter the values in respective fields
Click on "Apply"
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".
Click on "Create Child"

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Enter the details
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"

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Click on "Insert Existing Child"
Query the existingcategory "Marketing Items"
Retrieved the existingcategory.
Select that category
Click on "Apply"

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Now, you can see the entire Category Hierarchy like below.
Outside Items ====> Direct Materials ====> Marketing Items
We have successfully created the Category Hierarchy.
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 I Procurement.
Let’s 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, followthe below steps.
Step 1: Find out the "Default Category Set" for Purchasing
Navigation: Inventory > Setup > Items > Categories > Default Category Sets
Note down the category Set Name for the functional area "Purchasing"
Default Category Set for Purchasing = Purchasing

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Step 2: Open the Category Set and note down the Flex Structure
Navigation: Inventory > Setup > Items > Categories > Category Sets
Flex Structure = PO Item Category
Step 3: Find out the KFF Segments
Navigation: Inventory > Flex fields > Key > Segments
Query by
Application: Inventory Title: Item Categories
Once query retrieves the result, find out the Purchasing Flex Structure name "PO Item
Category"

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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

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

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Step 4: Add the values into Value Set
Navigation: Inventory > Setup > Flex fields > Key > Values
Click Find
Add the new value "Marketing"

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Save
Note: PO Item Category value set ValidationType is "Independent". So, whatever the values we
are adding into this value set, all values will display. But, the "Commodity" value set is

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"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"

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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
Click on "New"

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Create a new Category Code like "Marketing Items"
Save

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Step 6: Assign Category into Category Set
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

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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
Query by either "Purchasing Category" name or "Shopping Category" name
Select the check box
Click on "Map"

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Query the Shopping Category "Marketing Items"
Click "Apply"
Now, it's mapped.
Purchasing Category "Marketing Items" have been mapped to Shopping Category
"000000(DEFAULT)"
6. Item Creation and Purchasing Category Assignment:
Now, create the new item and assign the newlycreated Purchasing Category
"000000(DEFAULT)"
Navigation: Inventory > Items > Master Items
Apply the Purchasing Template

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Assign the Purchasing Category
Navigation: Tools > Categories
Assign it to required organizations

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7. Content Zone Creation:
Responsibility: iProcurement Catalog Administration
Navigation: Stores > Content Zones
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 requisitionsfor 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 cannot create the requisitions for the items which
was assigned to a specificsupplier.
Exclude items that are sourced from suppliers: Users cannot 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

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category and if that purchasing category mapped into shopping category then we can raise a
requisition.
In the above case, we have created the "TEXT Content Zone" and restricted by specific category
"000.00000.0000.000…." and operating Unit "AAH_Operating Unit". So, we can raise a
requisitionsfor all the items that belongs to "000000000000000" category without the Blanket
Purchase Agreements.
Click "Apply"
Get the confirmation page and our newly created content zone "Text Content Zone".
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
specifiedin 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.

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Responsibility: Purchasing Super User
Navigation: Setup > Information Templates
Define the Template Name and enter all the other details
Created the "text Information Template" and saved

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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 offersthe abilityto 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 convenientlycontrol both the list of fieldsand whether a particular
fieldis 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 exclusivelydirected to preferred
suppliers,and default contract numbers achieve touchless buying.
The followingfigure shows the non-catalog request that requesters can enter. In the Item Type
field,requesters can enter goods billedby quantity, service billedby quantity, or goods or
services billedas an amount.
In addition to this standard non-catalog request, you can create differentsmart 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

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Click "Create Smart Forms"
Create the Smart Form by entering Name, OU, Item Type and Default item Information and
Default Supplier Information details.

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Assign the "Information Template" which was created earlier
Attached the Information Template “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
suppliesor all office supplies.
Responsibility: iProcurement Catalog Administration
Navigation: Stores > Stores

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Click on "Create Store"
Enter the Store details and assign the Content Zones and Smart Forms
Click on "Continue"

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

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Assign the Sequence Number to our Store "Text Store"
Click "Apply"
Now, it's sequenced and displayedin the front.

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11. Create iProcurement Responsibility:
Responsibility:System Administrator
Navigation: Security > Responsibility> Define
User - Responsibility Assignment:
Assign it to User "SEHA iprocurement Requester"
Navigation: Security > Users > Define

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Profile Options: