Oracle Iprocurement Setup
Content
1. Create Shopping Category
2. Category Mapping
3. Category Hierarchy
4. Define Content Zones
5. Define Sores
6. Using Agreement in Oracle Iprocurement
7. Internal Requisition set up
8. Internal Requisition Cycle
9. Important Profile Options
10. Receiving in Oracle Iprocurement
Created By
Abd Elrahman Gamal
Oracle Iprocurement Setup
1. Create Shopping Category
Iprocurement Catalog Administration > Schema > Item Category >
Create Category
And enter the below data:
Category Key
Category Name
Description
Description: You can use this form to create the Shopping Categories
in the I-Procurement
2. Category Mapping
Description: You can use this form to assign the Shopping Categories
to the Purchasing Categories in the IProcurement
Note: Don’t Define any item before doing the category
Mapping
Iprocurement Catalog Administration > Schema > Category
Mapping
Enter Purchasing category Name Then Click on Go
Select the category and click on Map
Enter the Shopping category Name and Click on Apply
3. Category Hierarchy
Iprocurement Catalog Administration > Schema > Category
Hierarchy
Description: You can use this form to create the hierarchy
Create the Top Level Category
Then Fill the below data. And click on Apply
Select the Category and Click on the Insert Existing Child
Button
And select all the Child Categories and Click on Apply Button
4. Define Content Zones
Description: You can use this form to create the Content zones to
provide the security for the Categories
Iprocurement Catalog Administration > Stores > Content Zones
Then select create Local Content Zone
Then Click Go
Then fill the below data and Click on Apply
You can control the Content Zone by The below
By category
By supplier
Content Zone Securiy
By category:
1-Include items from all categories
2 -Include items from specific categories and then add the specific category
3-Exclude items from specific categories .and then add the specific category
4-Include items without shopping categories: items assigned to purchasing category and
this category is not Mapped to a shopping category.
By supplier:
1-Include items from all suppliers.
2-Include items from specific suppliers. Then add the specific supplier.
3-Exclude items from specific suppliers then add the specific supplier.
4-Include items without suppliers (Include master items only).
Content Zone Security:
Accessible to all users: all users can access the items, which are included in this
content zone.
Secure by operating units and add a specific Operating Unit. Only users on this
operating unit can access this content zone.
Secure by responsibilities then select a specific responsibility. Only users who
have this responsibility can access this content zone.
5. Define Sores
Description: You can use this form to create the Stores .And it is
used to organize content in a way that provides easy access to a
more specific range of goods and services (Content Zones, Smart
forms)
Iprocurement Catalog Administration > Stores > Create Store
Then fill the below data
You can add store image by writing the URL of the image on
the image field.
On the above PS you must Select the Content Zone that you
have defined before
NOTE: After creating the store, you may find other links
inside this store
BECAUSE profile option POR:Display Shopping Category
Count is set to Yes.
6. Using Agreement in Oracle Iprocurement
Create Blanket Purchase Agreement in Oracle Purchasing
Purchasing Super User > Purchase Order > Purchase Order > And
Select Type (Blanket Purchase Agreement)
And you can give The Access to more than Operating Unit by
Selecting Tools menu – Enable Organizations. And Select the
Organizations.
Upload the Agreement to Oracle Iprocurement
Iprocurement Catalog Administration > Agreements > Upload >
Upload > Download Resources > and fill the Template data > Then
Submit it.
Then enter the Document number
Select XML
Click on Browse to browse the Template
Click on Submit
Now you can see the Agreement in the Store as the below
Note:
Beside the Agreement, you can see the Supplier name
that you created the Agreement with him.
7. Internal Requisition
To Setup the Internal Requisition you must define the items
as Internal Items in Order Management Tap.
Then Define Shipping Network and Check Internal Order
Required boxes as the below
Define Shipping Network between the Source and the
Destination Organizations.
Inventory > Setup > Organization > Shipping Network
Define Internal Customer in Order Management and link it
with an internal Location.
Order management Super User > Customers > Standard > Create.
In the Business Purposes Tap, Enter (Bill To, Deliver To, Ship
To) Locations
Then Click in (Detail) mark beside the Location name and
select the Internal Location
Then click on Apply
Then Select the below Profile Option to Allow the Selection
of Source.
POR: Allow Manual Selection of Source: If set to yes and internally
orderable items are displayed, then the Stocked Internally column
will display the Select Source link for all internally orderable items.
8. Internal Requisition Cycle
Iprocurement > Smart Phones Shop > Smart and Android Phones
Then select the internal Item “Nokia Lumia “
Then Click on the link Click here to select a source.
Select – Internal
Select the Sub inventory
Click on Add to cart
Then Click on View Requisition and Check out
Click on Continue requisition
Then Click On Next
Then Click On Submit
After That the Internal Requisition became submitted
And you can continue Shopping
9. Important Profile Options
POR: Autocreate Shopping Category and Mapping: if set to yes. When create a
purchase category there is a shopping category created automatically and they are
mapped.
POR: Allow Manual Selection of Source: If set to Yes and internally orderable items
are displayed, then the Stocked Internally column will display the Select Source link
for all internally orderable items.
POR: Auto Load Shopping Categories
If set to Yes, creates the Shopping Category if the category found in the upload file
does not exist in iProcurement.
POR: Generate and Display Account at Checkout
If set to Yes, iProcurement generates and displays the charge account at checkout
10. Receiving in Iprocurement
To can Receive orders in Oracle Iprocurement, you must set
the RMA Receipt Routing and the Receipt Routing as
“Direct Delivery “Because there aren’t not Slandered or
Inspection Receiving in Oracle Iprocurement.
Purchasing > Setup > Organization > Receiving Options
To Receive the orders in Iprocurement after creating the PR then
Auto create PO you can refer to the below steps
Iprocurement > Receiving > Receive Items
Click on Clear
Enter the PR or PO number
Then click on Go
Check the line
Click on Next
Click on Next
Click on Submit
Receiving has been done
