Professional Documents
Culture Documents
Fundamentals
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D50792GC10
Edition 1.0
September 2007
D53020
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Author
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oracletutor
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Table of Contents
Procure to Pay Lifecycle Overview ................................................................................................................1-1
Procure to Pay Lifecycle Overview ...............................................................................................................1-3
Objectives ......................................................................................................................................................1-4
Procure to Pay Lifecycle................................................................................................................................1-5
Oracle Procure to Pay Process.......................................................................................................................1-7
Demand: Requisitions....................................................................................................................................1-9
Source: RFQs and Quotations .......................................................................................................................1-11
Suppliers ........................................................................................................................................................1-13
Purchase Orders.............................................................................................................................................1-15
Receiving.......................................................................................................................................................1-17
Invoicing........................................................................................................................................................1-19
Payment .........................................................................................................................................................1-20
Overview of Oracle Application Integration .................................................................................................1-21
Summary........................................................................................................................................................1-23
Understanding Oracle iProcurement.............................................................................................................2-1
Understanding Oracle iProcurement..............................................................................................................2-3
Objectives ......................................................................................................................................................2-4
Procure to Pay: Oracle iProcurement.............................................................................................................2-5
Agenda...........................................................................................................................................................2-6
Oracle Advanced Procurement ......................................................................................................................2-7
Oracle iProcurement In E-Business...............................................................................................................2-9
Key Oracle iProcurement Capabilities ..........................................................................................................2-10
E-Business Suite Integration..........................................................................................................................2-11
Procurement Suite Integration .......................................................................................................................2-13
Agenda...........................................................................................................................................................2-15
Key Functionality of Oracle iProcurement ....................................................................................................2-16
Oracle iProcurement Content Management...................................................................................................2-18
Content Zones................................................................................................................................................2-19
Stores .............................................................................................................................................................2-20
Shopping........................................................................................................................................................2-21
Overview of Checkout...................................................................................................................................2-23
Approval and Document Creation .................................................................................................................2-24
Overview of Receiving..................................................................................................................................2-25
Center-Led Procurement................................................................................................................................2-26
Agenda...........................................................................................................................................................2-27
Oracle iProcurement Shopping Data Flow ....................................................................................................2-28
Oracle iProcurement Submit Request Data Flow .........................................................................................2-30
Agenda...........................................................................................................................................................2-32
Oracle iProcurement Setup Overview ...........................................................................................................2-33
Oracle iProcurement Setup Steps ..................................................................................................................2-34
Practice - Create a New Employee and User .............................................................................................2-35
Solution - Create A New Employee and User ...........................................................................................2-36
Practice - Set Yourself Up As a Buyer ......................................................................................................2-40
Guided Demonstration - Run the Fill Employee Hierarchy Process .........................................................2-42
Summary........................................................................................................................................................2-43
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Preface
Profile
Before You Begin This Course
Prerequisites
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Related Publications
Oracle Publications
Title
Part Number
B28669-01
B31402-01
B13856-01
B25454-01
Additional Publications
Read-me files
Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
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Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
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Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
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1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
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(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
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(I) = Icon
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(H) = Hyperlink
(ST) = Sub Tab
Copyright Oracle, 2007. All rights reserved.
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In the navigation frame of the help system window, expand the General Ledger entry.
2.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
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Chapter 1
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Objectives
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Decision support
Process functionality
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notification from the requester or the approving person that the service has been performed as
agreed.
Pay
The payment process consists of those activities involved in the payment for ordered goods and
services.
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Demand: Requisitions
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Demand: Requisitions
Requisitions represent demand for goods or services. Whether you want to provide online
requisitions to everyone in the organization or limit the number of users who have access to the
system, Oracle Purchasing is flexible enough to meet the needs of your organization. With
online requisitions, you can centralize your purchasing department, source your requisition
with the best suppliers, and ensure that you obtain the appropriate management approval before
creating purchase orders from requisitions.
Requisitions for goods and services:
Are generated by applications like Inventory, Work in Process (WIP), Advanced Supply
Chain Planning (ASCP) and Order Management
May be entered manually through Oracle Purchasing windows
May be entered using Oracle iProcurement
May be imported from external systems
With Oracle Purchasing, you can:
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Create, edit, and review requisition information on-line. You can enter suggested supplier
information, delivery instructions, multiple accounting distributions, and notes to buyers,
approvers, and receivers.
Review the current status and action history of your requisitions. You always know who
approves requisitions and whether they are in the approval, purchasing, receiving, or
delivery stage.
Route requisitions according to your approval structure. You can set authorization limits
by amount, charge account, item category, and location.
Review and approve requisitions that need your approval. You can see the full requisition
detail and review the action history before you approve a requisition.
Print requisitions (with status Approved, Cancelled, Rejected, In Process, Pre-Approved,
and Returned) for off-line review and approval. You can always be able to track the status
of requisitions through the approval process.
Automatically source requisitions from outstanding blanket purchase agreements or
quotations you have received from suppliers.
Create requisitions quickly and easily for commonly purchased items.
Provide attachments as notes on requisition headers and lines.
Assign requisition lines to buyers and review buyer assignments for requisition lines.
Forward all requisitions awaiting approval from one approver to an alternate approver.
Within your security and approval constraints, you can reroute requisitions from one
approver to another whenever you want.
Source goods from your own inventory with internal requisitions.
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Record supplier quotations from a catalog, telephone conversation, or response from your
request for quotation. You can also receive quotations electronically.
Review, analyze, and approve supplier quotations that you want available to reference on
purchase orders and requisitions. You can evaluate your suppliers based on quotation
information.
Receive automatic notification when a quotation or request for quotation approaches
expiration.
Review quotation information online when creating purchase orders or requisitions and
copy specific quotation information to a purchase order or requisition.
Source the items for which you negotiated purchase agreements automatically. If you
created sourcing rules and approved supplier list entries for the items, supplier information
can be entered automatically in the Requisitions window when you create requisitions.
You can also place supplier information for items onto blanket purchase order releases.
With Oracle Purchasing and Oracle Sourcing, you can:
Initiate a buyers auction in Oracle Sourcing based on requisitions in Oracle Purchasing.
Create RFQs and negotiations in Oracle Sourcing that result in purchase orders and
purchase agreements in Oracle Purchasing.
Collaborate on-line directly with suppliers to get the best terms and prices.
With Oracle Purchasing and Oracle iSupplier Portal, you can:
Enable suppliers to query RFQs and manufacturing planning statuses.
Enable suppliers to maintain their production capabilities in Oracle Purchasing.
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Suppliers
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Suppliers
You must define a supplier before performing most activities within Oracle Purchasing and
Payables. Once defined you can:
Optionally enter a recommended supplier on a requisition
Use a supplier to issue a request for quotation
Use that same supplier when you enter a quotation
Use supplier information for purchase orders
Receive goods or services from suppliers
Return goods to suppliers
Pay the supplier for the goods or services purchased
Set up suppliers to record information about individuals and companies you purchase goods
and services from. You can also enter employees you reimburse for expense reports. You can
designate supplier sites as pay sites, purchasing sites, RFQ only sites, or procurement card
sites. For example, for a single supplier, you can buy from several different sites and send
payments to several different sites. Most supplier information automatically defaults to all
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supplier sites to facilitate supplier site entry. However, you can override these defaults and
have unique information for each site.
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Purchase Orders
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Purchase Orders
Oracle Purchasing supports four types of purchase orders: standard, blanket, contract and
planned. There are several methods that can be used to create purchase orders. You can
manually create purchase orders or search approved requisitions and add them to purchase
orders. Standard purchase orders can be imported through the Purchasing Documents Open
Interface in a status of Incomplete or Approved. You can automate purchase document
creation using the PO Create Documents workflow to automatically create a blanket purchase
agreement release or a standard purchase order upon approval of a requisition.
Once purchase orders are created, they may be submitted for approval. The approval process
checks to see if the submitter has sufficient authority to approve the purchase order. Once the
document is approved, it may be sent to your supplier using a variety of methods including:
printed document, EDI, fax, e-mail, Oracle iSupplier Portal and XML. Once the purchase
order or release is sent to your supplier, they are authorized to ship goods at the times and to
the locations that have been agreed upon.
Purchase documents may be created:
By buyers using the AutoCreate window
By importing them using the Purchasing Documents Open Interface
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Receiving
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Receiving
Using Oracle Purchasing, you can process receipts from suppliers, receipts from other
warehouses or inventory organizations, in-transit shipments and receipts due to customer
returns. You can search for expected receipts based on a purchase order or a customer return
recorded in Oracle Order Management and then process them to their final destination whether
it is inventory, expense or shop floor. Oracle Purchasing lets you control the items you order
through receiving, inspection, transfer, and internal delivery. You can use these features to
indicate the quantity, quality, and internal delivery of the items you receive.
With Oracle Purchasing, you can:
Use routing controls at the organization, supplier, item, or order level to enforce material
movement through receiving. For example, you can require inspection for some items and
dock-to-stock receipt for others.
Define receiving tolerances at the organization, supplier, item, and order level, with the
lowest level overriding previous levels. You can define tolerances for receipt quantity,
on-time delivery, and receiving location. You can assign looser tolerances to low-value
items. You can set enforcement options to ignore, warn the user, or reject transactions
that violate the tolerances.
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Use blind receiving to improve accuracy in the receiving process. With this option, the
quantity due for each shipment does not show and quantity control tolerances are ignored.
Use Express and Cascade receiving to process certain types of receipts more quickly.
Use Advance Shipping Notices (ASNs) to save time in processing receipts.
Record receipt of unordered items based on your item, supplier, or organization defaults.
For example, if your organization does not allow receipt of unordered items, you should
not be able to enter a receipt unless it can be matched to a purchase order shipment.
Record the receipt of predefined substitute items.
Record the receipt of services and labor.
With Oracle iProcurement, you can:
Receive orders from your desktop, bypassing the need for receiving department
interaction.
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Invoicing
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Invoicing
Once youve received goods or service from your supplier, youll also receive an invoice.
Using Oracle Payables you can record invoices in a number of different ways.
With Oracle Payables you can:
Enter invoices manually, either individually or in batches.
Use the Invoice Gateway for rapid, high-volume entry of standard invoices and credit
memos that are not complex and do not require extensive online validation.
Automate invoice creation for periodic invoices using the Recurring Invoice functionality.
Use Oracle iExpenses to enter employee expense reports using a web browser.
Record credit card/procurement card invoices from transactions the credit card issuer
sends to you in a flat file.
Record Oracle Project related expense reports.
Import EDI invoices processed with the Oracle e-Commerce Gateway.
Import lease invoices transferred from Oracle Property Manager.
Match invoices to purchase orders to ensure you only pay what youre supposed to be
paying for.
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Payment
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Payment
Once invoices have been validated, they can be selected for payment. Oracle Payables provides
the information that you need to make effective payment decisions, stay in control of payments
to suppliers and employees, and keep your accounting records up-to-date so that you always
know your cash position. Oracle Payables handles every form of payment, including checks,
manual payments, wire transfers, EDI payments, bank drafts, and electronic funds transfers.
Oracle Payables is integrated with Oracle Cash Management to support automatic or manual
reconciliation of your payments with bank statements sent by the bank.
With Oracle Payables, you can:
Ensure duplicate invoice payments never occur
Pay only invoices that are due, and automatically take the maximum discount available
Select invoices for payment using a wide variety of criteria
Record stop payments
Record void payments
Review information on line on the status of every payment
Process positive pay
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payments. You can use Receivables to record receipts against customer accounts.
Receivables, revenue and cash receipts are interfaced to Oracle General Ledger.
Purchasing
Oracle Purchasing captures accounting information on requisitions and purchase orders.
Purchase orders are sent to suppliers who respond by delivering goods or services and sending
invoices that are processed in Oracle Payables. During the accounting period, accruals for
goods set to accrue a liability on receipt are sent to Oracle General Ledger. At the end of the
accounting period, accruals for goods and services set to accrue a liability at period end can be
sent to General Ledger. Any suppliers set up in Purchasing are shared with Payables and vice
versa.
Payables
Supplier invoices are entered into Oracle Payables and if appropriate, matched to purchase
orders in Oracle Purchasing. During the matching process, the invoice distribution is copied
from the purchase order (in the case of an expense) or the appropriate liability account (in the
case of an inventory item). Payables, expenses and payments are interfaced to Oracle General
Ledger. Invoices for asset purchases can be interfaced to Oracle Assets.
Assets
Assets from Payables and other sources are maintained in Oracle Assets. Assets are added,
processed, depreciated and eventually retired. At the end of each asset period, accounting
information is interfaced directly to Oracle General Ledger.
General Ledger
Oracle General Ledger receives accounting information from many Oracle applications. Once
accounting information is imported, journals can be posted and account balances updated.
When implementing Oracle Applications, creating a set of books consisting of an accounting
calendar, currency and chart of accounts is one of the first steps that must be completed before
setting up other applications.
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Summary
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Understanding Oracle
iProcurement
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Objectives
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Your employees have immediate access to the 'iProcurement' system and an interface they can
use right away.
Content Control Guides User Choice
With Oracle iProcurement, Purchasing departments completely control the products, services
and views that employees see; based on organization, responsibilities, and more. The content
can be easily loaded into iProcurement and you can use your existing supplier agreements.
Requesters find the items using a configurable category structure or employ the powerful
advanced search capabilities. You can provide rich information on the items so employees
make informed decisions. Suppliers can also manage content on your behalf. Oracle
iProcurement allows users to punch-out to supplier-hosted sites, returning for checkout and
approval. Additionally, iProcurements unique Transparent Punch-Out even allows users to
access content from external sites without ever leaving the familiar iProcurement interface. By
providing flexible options for user content, Oracle iProcurement gives you unparalleled ability
to guide employees to make compliant purchasing choices.
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Accounting flexfield
Currency
Charge account combinations
Oracle Workflow
Account Generator
Approval process
Automatic document creation
Notifications
Oracle Human Resources
Employees (requestors and buyers)
Organizations (receiving)
Locations
Hierarchies (approval)
Oracle eCommerce and XML Gateway
Electronic document transmission
Code conversions
Oracle Projects
Project and task tracking
Expenditure type and expenditure organization
Award id tracking
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Receive order
Process where users specify information about the delivery of their order.
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Content Zones
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Content Zones
Content zones are the basic containers that hold your shopping content. You place different
types of items in different content zones. Content zones can be locally hosted in Oracle
Purchasing, supplier-hosted, or hosted in iProcurement.
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Stores
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Stores
Stores allow you to organize your catalogs. Stores consist of one or more content zones.
Stores are what your users search when looking for items. Stores can be configured by
administrators to organize by:
Usage
Source
Relevance
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Shopping
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Shopping
Shopping describes the process of finding the correct items for your order and adding them to
your shopping cart. Depending on the procurement needs of your requestors and the buying
policies of your organization, the setup can be simple or complex.
My Favorites
If requestors order the same items regularly they can develop a Favorites List by selecting an
item from the search results and clicking the Add to Favorites button. They can then use their
My Favorites list as the basis for additional Favorites lists they create. Item information in the
Favorites List is not updated when the original item is updated in the Oracle iProcurement
internal catalog.
Shopping Lists
Shopping lists are requisition templates that are created in Oracle Purchasing and then
extracted into iProcurement. An example of a shopping list is an office supplies list. The list
could contain the standard set of office supplies a new hire would need. See Requisitions Public Lists in the Oracle iProcurement Implementation Guide.
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Search
Searching in Oracle iProcurement makes use of the Context or interMedia features of the
Oracle database. Requesters can search for item names, item numbers, supplier names, and
other criteria available in your internal catalog. Review the Managing iProcurement Catalog
Content course for more details on what items are available in the internal catalog. Also see
Creating and Maintaining Local Content in the Oracle iProcurement Implementation Guide.
Browse Categories
Oracle iProcurement catalog management enables the catalog administrator to create a table of
contents by item category. For example, you may want to order a pencil. By using the Browse
Category feature you would first select Office Supplies and then Pencils to see the selections
available. Review the Managing iProcurement Catalog Content course for more details on
creating a table of contents.
Non-Catalog
There may be occasions when an item is not listed in either the internal catalog or in a supplierhosted or marketplace-hosted catalog. You can order an item that is not listed in your catalog
by using the Create Non-Catalog Request page. Non-Catalog items can include services or
specialty items. You can also create non-catalog templates by creating Smart Forms in
iProcurement Catalog Administration.
External Marketplace
Users may punchout to a supplier-hosted or marketplace-hosted Web site to search for items
and bring them back into Oracle iProcurement to be used on a requisition. Review the
Managing iProcurement Catalog Content course for more details on punchout.
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Overview of Checkout
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Overview of Checkout
Use the checkout process to complete necessary requisition information, copy items from your
shopping cart to a requisition, and submit the requisition for approval.
Requisition information
Requester is prompted to enter all the relevant delivery and billing information required to
process a requisition. Delivery and billing information initially defaults from the users profile.
Select approvers
Requester then selects the approvers, adds notes, and adds attachments as required.
Note: After a requisition is saved in Oracle iProcurement, it is inserted directly into the same
tables Oracle Purchasing uses to process requisitions.
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Overview of Receiving
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Overview of Receiving
The approved order is then transmitted to the supplier, the supplier ships the items, and the
requestor then acknowledges receipt of the items.
Order Transmission
The approved order is transmitted to the supplier by mail or facsimile, e-mail, electronic data
interchange (EDI), or extensible markup language (XML) as set up for the supplier in Oracle
Purchasing. The approved order is also available to the supplier through iSupplier Portal.
Shipment Notification
Order is shipped and supplier provides notification of shipment by mail or facsimile, EDI, or
Oracle iSupplier Portal.
Receipt Confirmation
Requestor confirms receipt of order, corrections of receipts, or returns at desktop using Oracle
iProcurement. Receipt can be done at time of receipt or by response to a confirm receipt
notification.
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Center-Led Procurement
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Center-Led Procurement
In many enterprises the requisitioning, sourcing, ordering, and payment activities are all
performed in the context of a single business unit and transactions do not cross business unit
boundaries. The Oracle Procurement Suite supports that but can also free enterprises to
perform their procurement activities irrespective of business unit boundaries. Requisitions that
are raised in one business unit can reference source documents and be placed on purchase
orders in another business unit taking advantage of supplier negotiations.
The purpose of using a shared service center is for the enterprise to not only source globally
but also be able to identify business unit specific procurement practices. Within Oracle
Purchasing this is done by enabling the global agreements only for the business units that need
to use them.
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Agenda
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Oracle Payables
Contributes defaults to the requisition either directly or through Oracle Purchasing:
Supplier information
E-Business Tax
Contributes defaults to the requisition
Tax information
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XML Gateway
New Purchase Order (standard or release)
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Assumptions
You have prior experience using Oracle Applications or have completed an introductory
Oracle Applications course.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
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Define yourself as an employee with account details as shown in steps 4-6 below.
Add a New User
Define yourself as an user with account details as shown in steps 9 & 10 below.
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2.
(B) New
Last = Your last name
First = Your first name
Gender = Choose a gender
Action = Create Employment
Person Type = Employee
Social Security = Enter any 9 digit number (xxx-xx-xxxx)
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For the purposes of the exercise it doesnt matter if it is a duplicate it or not.
Birthday = Enter a birthday (dd-mmm-yyyy)
3.
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(I) Save.
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Note: If necessary, click Correction, then Cancel in the People Group window that opens
while you are making your entries. Also, during position entry, enter Yes to the Decision
window if it appears.
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Value
Organization
Vision Operations
Job
MGR500.Manager
Position
MM400.MATERIALS MANAGER
Location
5.
(T) Supervisor
Name = Brown, Ms. Casey
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Note: Click Cancel if the Alias window appears and enter the account number manually.
Copyright Oracle, 2007. All rights reserved.
7.
(I) Save.
Note: Click Cancel in the window that opens regarding location.
8.
Security Group
Standard
Standard
Standard
Standard
iProcurement
Standard
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Standard
Workflow
Standard
System Administrator
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12. Exit Oracle applications and sign back in with your newly created User name.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Responsibility = Purchasing, Vision Operations
Set yourself up as a buyer in the define Buyers window.
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2.
3.
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4.
5.
(H) Home.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Run the Fill Employee Hierarchy process
Responsibility = Purchasing, Vision Operations
1.
2.
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Note: The Fill Employee Hierarchy adds our position and people assigned the position to
the position hierarchy. This process is not necessary for an Employee/Supervisor hierarchy.
Both types will be discussed during this course.
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Summary
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Chapter 3
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Objectives
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Catalog
A catalog is a collection or grouping of items from which you might search and select a
particular item for purchasing.
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Grainger
Office Depot
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Choosing Content
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Choosing Content
The first and foremost question has to be what kinds of items will your requestors typically be
expected to order. See the earlier slide titled Oracle iProcurement Catalog Content
Management for more details. Some types of items can only be ordered from a supplier-hosted
catalog because of configuration constraints.
Local catalogs offer maximum control, which of course also means your company does most
of the work.
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Utilization of Content
Another way of describing catalogs is in terms of how Oracle iProcurement requesters access
the content.
Oracle iProcurement supports the following types of catalogs:
Local content
Punchout content hosted by a supplier or marketplace
- Standard punchout where you shop on remote store
- Transparent punchout where your search returns items to iProcurement
Informational content (special variation of local catalog)
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Agenda
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Local Content
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Local Content
Local or buyer-hosted content is hosted, as the name suggests, by the purchasing organization.
A single catalog is built with product and services information from multiple suppliers. It is
used by all purchasing staff and has a common user interface, no matter which supplier the
product or service is ultimately obtained from. Content can be:
Loaded or directly entered online from Oracle Applications (Purchasing, iProcurement,
Sourcing, Inventory)
Uploaded from any third party content provider.
Updated directly by suppliers using iSupplier Portal (requires Buyer approval).
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Responsibility = Purchasing, Vision Operations
Add Key Values for Purchasing Category Combinations
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2.
Select Value Set, enter PO Item Category as Name, and click Find.
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Place your cursor in the first row of the Values, Effective tabbed region. If no open rows
are visible, click (I) New.
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3.
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(I) Save. Close the form and click OK in the Compile note when it appears.
Add COMPUTER, SUPPLIES, and MISC to the Commodity value set as dependent values
to XX.
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Name = Commodity.
Independent Value = XX
(B) Find
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Place your cursor in the first row of the Values, Effective tabbed region. If no open rows
are visible, click New to open a new row.
Enter COMPUTER in the Value field, and XX Computer in the Description field.
Enter SUPPLIES in the Value field, and XX Supplies in the Description field.
Enter MISC in the Value field, and XX Miscellaneous in the Description field.
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(I) Save. Close the form and click OK in the Compile note when it appears.
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5.
(B) New
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Category
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Description
Supplier?
PO Item Category
XX.COMPUTER
XXComputer Purchases
PO Item Category
XX.SUPPLIES
XXOffice Supplies
PO Item Category
XX.MISC
XXMiscellaneous Purchases
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7.
Save
9.
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PF11
Ctrl + PF11
Verify the Name is Purchasing. (If it is not, use the up and down arrows to cycle through
the options until you find Purchasing).
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Add new rows as needed to add XX.COMPUTER and XX.SUPPLIES, and XX.MISC
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11. Save.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create an Item
Assign your Category to your Item
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(T) Purchasing
Purchased = Checked
Purchasable = Checked
List Price = 25.00
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Name
Primary UOM
Enabled
M1
Seattle Manufacturing
Box
Checked
M2
Boston Manufacturing
Box
Checked
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
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2.
3.
Verify Create field LOV is Blanket Purchase Agreement, then click (B) Go
Note: The Agreement tab in the Buyers Work Center will ONLY create a global
blanket purchase agreement (BPA). So you will NOT see any Global checkbox in the
header section as it is global by default.
On the Blanket Purchase Agreement page, enter the following information for the Header:
Field
Vision Operations
Operating Unit
Vision Operations
Supplier
Supplier Site
OFFICESUPPLIES
Buyer
Description
XX GBPA
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Bill to Location
M1- Seattle
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(B) Save
5.
6.
ACTIONS field LOV, choose "Enable Supplier Authoring" and click Go button.
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Note the confirmation that the supplier Office Supplies, Inc. can now edit this Blanket
Purchase Agreement
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VERY IMPORTANT NOTE: This action is to allow the supplier user to modify the
BPA and add items. Supplier users cannot create their own BPAs. The suppliers access
for this is Oracle iSupplier Portal.
7.
ACTIONS field LOV, choose Enable Catalog Administrator Authoring and click Go. This
allows the iProcurement Catalog Administrator to upload items to the agreement in a
subsequent step.
At this point the agreement is created (but not approved or processed) and is accessible to
the supplier for uploading of items.
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iSupplier Portal homepage opens. The Orders at a Glance table will only show
Approved POs.
Copyright Oracle, 2007. All rights reserved.
9.
Find your agreement and navigate to the Update Blanket Agreements page:
(B) Go
(B) Go
(B) Download.
Open the zip file. Open the TextTemplate.txt file in Excel. Use the readme file and the
instructions below to complete the spreadsheet file.
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Type
Description
Shopping Category
Category
Unit
Price
Goods
XXSticky Pads
XXOffice Supplies
XX.SUPPLIES
Pack
Goods
XXLegal Pads
XXOffice Supplies
XX.SUPPLIES
Dozen
Goods
XX600MB CDROM
Each
100
Goods
XX250GB
External Drive
Each
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(B) Submit.
Select the My Agreements With Pending Change Requests View and click (B) Go
OR
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15. (B) Accept All or (B) Submit (if Action = Accept for all lines).
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Type
Goods
Goods
Description
Category
XX.SUPPLIES
XX.SUPPLIES
Unit
Ream
Ream
Price
9.00
16.00
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Tasks
Review XML Data Structure
1.
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This name/value
section may repeat
many times. Name
is column name
and value is the
data value. The
must be one name/
value section for
EACH required data
value.
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<NAMEVALUE>
<NAME>Column name</NAME>
<VALUE>Data</VALUE>
</NAMEVALUE
</ITEM>
</DATA>
</CATALOG>
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Admin section is
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Profile option POR: Autocreate Shopping Category and Mapping is set to Yes.
Tasks
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(T) Agreements
2.
(B) Search
(B) Go
3.
4.
(B) Update
5.
(B) Go.
6.
(T) Lines
7.
8.
9.
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You may have to respond positively (Allow, Yes) to some Security Warning messages,
depending on the browser configuration.
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In Internet Explorer window displaying the readme, click (H) Data Section: Lines and
scroll down to Example 4
Select and copy the XML for the example starting <?xml version="1.0" and ending
with </CATALOG>
Paste the selection into your Notepad window. Note that you can delete the empty
lines to improve readability.
Insure that there is an underscore between AUX and ID in all usages of the
SUPPLIER_PART_AUX_ID element
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Copy and paste the following text into your Notepad window:
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<DATA>
<DOCUMENT type="">
<HEADER>
<DOCUMENT_NUMBER />
<OPERATING_UNIT>
<OWNING_ORG />
<ORG_ASSIGNMENTS enabled="">
<REQUESTING_ORG />
<PURCHASING_ORG />
<PURCHASING_SITE />
</ORG_ASSIGNMENTS>
</OPERATING_UNIT>
<SUPPLIER_NAME />
<SUPPLIER_SITE />
<CURRENCY />
<EFFECTIVE_FROM/>
<EFFECTIVE_TO />
<NAMEVALUE name="" />
</HEADER>
<LINES>
<ITEM lineNum="" lineType="" action="ADD">
<CATEGORY>CLOTHING.SHIRTS</CATEGORY>
<SHOPPING_CATEGORY>Shirts</SHOPPING_CATEGORY>
<JOB_CODE />
<INTERNAL_ITEM_NUM revision="" />
<SUPPLIER_PART_NUM>TS-01</SUPPLIER_PART_NUM>
<DESCRIPTION>Green T-Shirt</DESCRIPTION>
<SUPPLIER_PART_AUXID>Green</SUPPLIER_PART_AUXID>
<EXPIRATION_DATE />
<NAMEVALUE name="LONG_DESCRIPTION">100% cotton, heavy
weight</NAMEVALUE>
<PRICE negotiated="">
<UNIT_PRICE>10</UNIT_PRICE>
<UNIT_OF_MEASURE>Each</UNIT_OF_MEASURE>
<AMOUNT />
</PRICE>
</ITEM>
<ITEM lineNum="" lineType="" action="ADD">
<CATEGORY>CLOTHING.SHIRTS</CATEGORY>
<SHOPPING_CATEGORY>Shirts</SHOPPING_CATEGORY>
<JOB_CODE />
<INTERNAL_ITEM_NUM revision="" />
<SUPPLIER_PART_NUM>TS-01</SUPPLIER_PART_NUM>
<DESCRIPTION>Red T-Shirt</DESCRIPTION>
<SUPPLIER_PART_AUXID>Red</SUPPLIER_PART_AUXID>
<EXPIRATION_DATE />
<NAMEVALUE name="LONG_DESCRIPTION">100% cotton, heavy
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weight</NAMEVALUE>
<PRICE negotiated="">
<UNIT_PRICE>10</UNIT_PRICE>
<UNIT_OF_MEASURE>Each</UNIT_OF_MEASURE>
<AMOUNT />
</PRICE>
</ITEM>
</LINES>
</DOCUMENT>
</DATA>
</CATALOG>
Update the text in your Notepad window according to the instructions below:
First line:
XML Tag
Value
<CATEGORY>
XX.MISC
<SHOPPING_CATEGORY>
XXMiscellaneous
<SUPPLIER_PART_NUM>
XXPP-101
<DESCRIPTION>
<SUPPLIER_PART_AUX_ID>
Three Hole
<NAMEVALUE
name="LONG_DESCRIPTION">
<UNIT_PRICE>
12
<UNIT_OF_MEASURE>
Each
Second line:
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Value
<CATEGORY>
XX.MISC
<SHOPPING_CATEGORY>
XXMiscellaneous
<SUPPLIER_PART_NUM>
XXPC-901
<DESCRIPTION>
<SUPPLIER_PART_AUX_ID>
JumboPC
<NAMEVALUE
name="LONG_DESCRIPTION">
<UNIT_PRICE>
<UNIT_OF_MEASURE>
BOX
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XML Tag
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File Name
XXAddItems.xml
Yes
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No
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Give the upload process some time to complete and then check the job status.
Click the link for your Agreement number and check the Lines tab to see if your new
lines have been added. If so, you are done with this practice.
Alternatively, you can click the Upload button. You will receive a message that either
the job is still in progress or that the job completed with errors.
If there are errors, select View Upload Errors from the Actions menu and click Go.
View the errors and correct the file in Notepad. Select Discard Errors from the
Actions menu and upload again.
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option from the Add Lines menu. Any uploads you submit using this option are not viewable
by loader job status.
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Content Zones
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Content Zones
Catalog is general term that refers to your online shopping content. However, you don't define
or setup catalogs in iProcurement. Instead you define content zones. Catalog Administrators
partition local catalog content into local content zones, define punchout or transparent
punchout content zones, and then assign these content zones to stores. The combination of
content zones that you assign to a Store determines what catalog content your users see.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Set up a new local content zone
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2.
(N) iProcurement Catalog Administration > (T) Stores > (H) Content Zones
Create a new local content zone using the information in the table below to complete the
page.
Field
Value
Name
Description
Suppliers
Categories
Leave blank
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3.
(B) Apply.
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The information is contained on either a web page, in which case you can reference it using a
URL:
http://my.web.page, or in an html page.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create an Informational Content Zone
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Solution
Create an Informational Content Zone
Responsibility = iProcurement Catalog Administration
1.
(N) iProcurement Catalog Administration > (T) Stores > (H) Content Zones
2.
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6.
Apply.
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A store can contain more than one content zone of the same type, such as two punchout
catalogs, with one exception: to maximize searching performance, a store can have only
one local content zone.
The more transparent punchout content zones in a store, the slower the performance may
be (depending on factors such as network and Internet traffic and the external site's
performance).
If a store contains only punchout content zones, set at least one of them to always display
in the search results, to prevent the Search Results Summary page from being blank when
the search returns no matching items. See creating or editing a store.
The default Main Store has no image associated with it. If you want to associate images
with stores, see creating or editing a store.
A store that contains a transparent punchout content zone does not allow Advanced
Search. Advanced Search is performed on the local content zone only.
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Managing Stores
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Managing Stores
iProcurement Catalog Administration Responsibility
(N) iProcurement Catalog Administration > (T) Stores
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displays a blank image file if you specify no image. If desired, you can change this default
blank image file to always display a standard "no store image" file or message. See the
image management section of the Oracle iProcurement Implementation Guide).
4. Enter a Short Description. These appear next to the store when it displays to requesters on
the Shop page. Maximum character limit for Short Description: 240 bytes.
5. Enter a Long Description. The Long Description displays after the requester clicks the store
on the Shop page. The Shop Store page displays the long description near the top of the
page; it displays the list of catalogs and their descriptions below. Maximum character limit:
2,000 bytes.
6. Add one or more Content Zone.
7. Add a Smart Form, if appropriate.
8. Click Continue and Add Catalogs to select the catalogs that you want to include in the store.
To edit a store, click the Update icon next to the store.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create a New Store
Field
Value
Store Name
Description
1.
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(N) iProcurement > (T) Stores > (H) Stores > (B) Create Store
Store Name
Value
XX Office Supplies, Inc. Store
(B) Add Content Zone - include your XX Office Supplies, Inc. local content zone.
(B) Add Content Zone - Include your XX Oracle Web Page informational content zone.
(B) Add Smart Forms - Include your XX Office Supplies, Inc. smart form.
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3.
(B) Continue
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4.
Resequence the content zones to have your informational content zone show before your
smart form. Accept all other defaults.
5.
(B) Apply
Verify your new store in the table on the Manage Stores page
Responsibility = iProcurement
6.
7.
(B) Go. Briefly scroll through the search results. Note that there are many entries from
various suppliers.
8.
9.
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10. Perform your search again. Note that only entries from Office Supplies, Inc. appear in the
results.
11. Test your informational content zone.
(ST) Stores, (H) xxOffice Supplies, Inc store, (H) xxOracle Web Page. Note that you go
to the public Oracle web page. Close page to return.
12. Test your smart form. Note that the supplier information cannot be modified.
13. Sign off and sign on as Bruno/welcome (this user is assigned to Vision France). Select
iProcurement Vision France.
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14. Select your store. Note that only the informational content zone is accessible as it is
unsecured by operating unit.
Agenda
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products with fluctuating prices; extremely large or specialized catalogs, such as chemical
supplies.
Indirect material: office supplies; standard MRO items; products with unstable pricing.
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What is Punchout?
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What is Punchout?
Punchout is protocol for interactive sessions managed across the Internet. It supports user
interaction with a remote site through communication from one application to another. This
interaction is performed using real-time XML transactions over the Internet.
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(If the supplier has already implemented a punchout, the supplier can leverage some of that
setup when implementing a transparent punchout.)
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Same as above, but substitute supplier for Exchange. Details can vary somewhat depending on
suppliers configuration.
Copyright Oracle, 2007. All rights reserved.
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8a and 8b. When they have finished shopping, the contents of the shopping cart will be posted
to the users browser and then added to the users shopping cart in Oracle iProcurement, the
check process will continue in the usual manner
cXML is a specialized version of XML developed by several commercial partners in an
attempt to streamline the commercial use of XML documents. You can think of it as a uniquely
defined subset of XML designed specifically for procurement transactions.
9 & 10. If this is a cXML supplier, since iProcurement cannot process cXML document, the
cXML document is sent to the Oracle Exchange to be translated into Oracle native XML,
format which is then passed back to Oracle iProcurement.
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Punchout Management
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Punchout Management
iProcurement Catalog Administration Responsibility
(N) iProcurement Catalog Administration > (T) Stores > Content Zones
Select Create Punchout Content Zone or Create Transparent Punchout Content Zone from the
list of actions and click Go.
Content Zones
Used by the Oracle iProcurement administrator to create and manage content zone
characteristics. The Manage Content Zones page is used to define the punchout source and
access method, as well as details about the actual location of the catalog.
Stores
Used by the Oracle iProcurement administrator to create and manage store attributes. The
Manage Stores page is used to define the store name, type, operating unit, and identification.
Smart Forms
You can define smart forms and associate them for specialized requests.
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Note: Most catalog administration functions are also available using uploads.
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Tasks
Review XML Schema Structure
1.
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Schema section
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Create an XML Catalog Data File
XML
<?xml version="1.0" ?>
<CATALOG xml:lang="EN-US">
<ADMIN>
<NAME>2005 Office Supplies Catalog Categories</NAME>
<INFORMATION>
<SOURCE>Internal</SOURCE>
<DATE>01-JAN-2005</DATE>
</INFORMATION>
</ADMIN>
<SCHEMA>
<CATEGORY ACTION="SYNC">
<KEY>XXOffice Furniture</KEY>
<NAME>XXOffice Furniture</NAME>
<TYPE>GENUS</TYPE>
<DESCRIPTION>XXOffice Furniture</DESCRIPTION>
</CATEGORY>
</SCHEMA>
</CATALOG>
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3.
4.
(B) Save
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7.
Verify that the syntax is correct. If the syntax is invalid, you receive messages when trying
to open the file.
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(B) Submit
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Managing Descriptors
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Managing Descriptors
Type: Text or number. You can additionally choose Translatable Text if uploading, meaning
you allow the value for this descriptor to vary by language. (If you just choose Text, it cannot
vary by language. You may want Ink Color to vary by language, but Country of Origin not.)
Description: For your own purposes.
Sequence: You can influence the order in which base or local descriptors display on the Search
Results page.
Searchable: You can tell the search engine not to search on this descriptor, or to include it in
searches. For example, your attribute is Ink Color for the category Pens. Someone on the
system enters Red Pen in the search field. If Ink Color is searchable, any item in the Pens
category with a Red ink color will appear on the search results list. If it isnt searchable, Red
Pen will not return an item with a Red ink color specified in the descriptor.
Note: It is recommended not to make too many descriptors searchable. The more descriptors
you make searchable, the longer it takes for the system to conduct searches. Also, if you make
long values like description searchable, the accuracy of the search is diluted, and if you make
searchable descriptors that are not item detail visible, buyers and catalog authors will not
understand why a particular item was included in their search results.
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Search Results Visible: Indicator of whether the descriptor displays as a column header in the
search results. Valid values are 0 (for No) or 1 (for Yes). Note: local descriptors are displayed
to requesters only when accessed by browsing categories online.
Note: making too many descriptors visible will force the requester to scroll too far across on
the Search Results page.
Item Detail Visible: Indicate whether you want this descriptor to display in the item details.
Note: Its recommended that you make all descriptors visible in the item details to help
requesters make an informed decision about what to buy.
The Schema Readme file provides more detail on these.
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Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Map iProcurement Category to Purchasing Category
In the previous two labs, you created two new shopping categories, XXOffice Furniture and
XXPens. You now need to map these categories to Oracle Purchasing categories.
Catalog Categories
XXOffice Furniture
XX.SUPPLIES
XXPens
XX.MISC
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Oracle Categories
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2.
Oracle Categories
XXOffice Furniture
XX.SUPPLIES
XXPens
XX.MISC
3.
Query up all XX categories: (T) Shopping Category > (M) Shopping Category Name =
starts with > XX
4.
(B) Go
5.
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(B) Map
7.
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(B) Apply
9.
Repeat the previous instructions to map XX.Pens to the XX.MISC Purchasing category.
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Item categories, also known as genus categories, are used to group similar items. Item
categories are found at the lowest level of the category hierarchy; therefore an item
category can never be a parent category to a child category. Every item in the catalog
must belong to an item category.
Assumptions
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
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Tasks
Build a Table of Contents
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2.
(T) Schema > Category Hierarchy > (B) Create Top Level Category
Category Key = XX Items
Category Name = XX Items
3.
(B) Apply
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(B) Apply.
Responsibility = iProcurement
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11. Check to see the items in each category (note that there will be on items in the Office
Furniture and Pens categories).
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Agenda
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Search Components
Search engine (interMedia): Method and technology the search process uses to find items in
the catalog. interMedia database platform services manage rich content (image, audio, and
video) and associated metadata in an integrated fashion with other enterprise information.
Search descriptors: Influence whether the item appears in the search results. A Search Results
Visible descriptor influences whether a particular item descriptor (such as Ink Color for pens)
displays on the Search Results page for the item.
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Frequently occurring words contribute less to the relevance ranking than rare
words.
In addition to returning matching items, iProcurement also returns the following:
Matching categories
Matching shopping lists
Matching punchout links. (If the keywords defined while defining the punchout match
the keywords entered, that punchout link displays on the Search Results page.)
Note: The search engine is discussed in detail in the Search Engine Logic appendix of the
Oracle iProcurement Implementation Guide.
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Agenda
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Setup Considerations
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Supplier-Hosted Setup
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Marketplace-Hosted Setup
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Tasks
Recognize Catalog Specific Profile Options
Section
Catalog Setup
Profile Option
MRP:Default Sourcing Assignment Set
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
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Catalog Setup
Description
Sourcing rules for internally sourced items that are
added to the assignment set are used.
Only contents extracted from core Purchasing is
displayed in search results.
If set to Yes and internally orderable items are
displayed, then this column wil display "Select
Source" for internally orderable items. If set to
No, then no distinction will be made between
strictly purchasable items and items that are
internally orderable.
As of family pack H, this profile option affects
iProcurement. In iProcurement, this profile option
Determines if users may see internally sourced
items or not in iProcurement (if they can't see
internally sourced items, they can't submit
requisitions for them). In Purchasing, this profile
option determines whether users can submit
Internal Requisitions.
Default commit size for Catalog purge
Determines how often Bulk Loader History is
purged
If set to Yes, can automatically create
iProcurement categories when bulk loading
catalog content (tab-del or XML).
If set to Yes, can automatically create local
descriptors when bulk loading catalog content.
(tab-del or XML).
If set to Yes, can automatically create base
descriptors (XML only).
Location of images that can be displayed in search
results.
Temporary directory where bulk files are loaded
prior to processing.
Enable Global Loader. This feature allows users
to load catalog content for all operating units even
those outside of the catalog administrator's
business group.
Default commit size for Catalog extract
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Set this profile option if you are not using the local
catalog, but are implementing only punchout or
transparent punchout catalogs.
Catalog Setup
Catalog Setup
Catalog Setup
Catalog Setup
POR:Sort by Relevance
Catalogs
Catalogs
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Do you need to create different pricing for different operating units? Use uploading to do
this.
Decide whether or how to control users access to categories using realms.
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Summary
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