Oracle Iprocurement Setup Steps 386632982.doc Effective Mm/Dd/Yy Page 1 of 34 Rev 1

Oracle iProcurement Setup
Steps
Overview
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Oracle iProcurement Setup Steps
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Oracle iProcurement Setup Steps

Objectives

Agenda

Procurement Process: Oracle iProcurement
Procurement Process: Oracle iProcurement

This slide shows high level process view of procurement. Remember that Oracle iProcurement
provides the essentials for the ordering portion of the procurement process. This includes
Catalog Content Management, Requisitioning, Purchase Order creation, and Receiving Orders
as shown in the diagram above. These modules, along with the supporting functionality that
they rely on, must be implemented and functioning correctly.
This particular tutorial is designed as a recap of the higher level Oracle iProcurement
implementation steps. Remember that the lower lever setup steps have been covered in the
tutorials relating to specific subject mater referred to above.

Oracle iProcurement Integration with Oracle Applications Impact
on Setup
Oracle iProcurement Integration Impact on Setup

The setup steps following in this unit are basic setups. One person or a large team of people
working concurrently may perform setups. In an implementation common Oracle Application
setups are generally performed first, followed by shared setups for each product family(such as
setups shared between Oracle iProcurement and Oracle Purchasing), and finally application
specific setups.

Oracle iProcurement Setup Overview

Although some of the setup steps overlap, there are three distinct business process concerns
involved in iProcurement setup. The intent of this module is to provide a setup overview to key
setup tasks and the sequence in which they should be performed. For detailed information,
refer to the Oracle iProcurement Implementation Guide and Oracle Purchasing User’s Guide.

Agenda

Oracle Applications Setup Overview
Oracle Applications Setup Overview

This represents a summary of the Oracle Applications portion of implementation. The slides
that follow will highlight some of the more complex or critical tasks. More complete details of
setup steps is available from the Oracle iProcurement Implementation Guide.

Oracle Applications Setup Overview - 2



Agenda


These are additional setups unique to Oracle iProcurement that should be performed once you
have a working Oracle Purchasing system.
A complete list of Oracle iProcurement setup steps to be performed with reference
documentation is available in the Oracle iProcurement Implementation Guide.

Perform Oracle iProcurement Specific System Administration
Setup

Verify Profile Options That Impact Oracle iProcurement: Oracle
Applications
Verify Profile Options That Impact Oracle iProcurement: Oracle Applications

System Administrator Responsibility
(N) Profile > System
These are a few key profile options. Refer to product user guides for more complete lists.
Audit Trail: Activate
If you want to keep track of the changes made to your data by application users, you should set
up Audit Trail for the relevant tables. Defining Audit Trail for your site involves defining
Audit Groups, which are groups of tables and columns for which you intend to track changes.
You then define Audit Installations to instruct Audit Trail which ORACLE IDs you want to
audit. Finally, you run the Audit Trail Update Tables Report, which allows your Audit Trail
definitions to take effect.
Default Country
This is the default source for the Country field for all address zones and is used by the Flexible
Address Formats feature, the Flexible Bank Structures feature and the Tax Registration
Number and Taxpayer ID validation routines.

Help Localization Code
This is the localization code for localized Help files.
GL: Set of Books Name
Specify your set of books. This option also associates a set of books with a responsibility.
Sequential Numbering
Sequential numbering assigns numbers to documents created in the Oracle financial products.
HR: User Type
Use this profile option to limit field access when sharing Oracle Human Resources and Oracle
Payroll.

Verify Profile Options That Impact Oracle iProcurement: Oracle
Purchasing
Verify Profile Options That Impact Oracle iProcurement: Oracle Purchasing

These are a few key profile options. Refer to the Oracle Purchasing User’s Guide for a
complete list.
PO: Set Debug Workflow On
Used usually by technical support staff only for finding problems with the Oracle Purchasing
workflow processes. The default value is No. The user can view and update this profile option.
It can also be updated at the user, responsibility, application, and site levels.
PO: Workflow Processing Mode
Affects the performance of the Purchasing approval workflow processes:
• Online - Completes an entire approval workflow process before letting you proceed to the
next activity, but provides you with an updated Status (for purchase orders) as soon as it
finishes.

• Background - Enables you to proceed to the next activity while the approval process
completes in the background. When this profile option is set to Background, you must
start the Workflow Background Engine, which you access through the System
Administrator responsibility. It is recommended that you set this process to run frequently,
if you are using it for Background mode approvals.
MO: Operating Unit
Determines the operating unit associated with your responsibility.
HR: Cross Business Groups
Affects the suggested buyer functionality by including buyers from different business groups.
HR: Business Group
Associates a business group with a responsibility.

Verify Profile Options That Impact Oracle iProcurement
Verify Profile Options That Impact Oracle iProcurement

These are a few key profile options. There were more complete lists of iProcurement profile
covered in earlier sections of this course. See the Oracle iProcurement Implementation Guide
for a complete list.
Attachment File Directory
Specifies the directory where attachments are stored.
ICX: Limit connect
Determines the maximum number of page hits per session.
ICX: Limit time
Determines the maximum number of hours a user can be logged on per session.
ICX: Override Location Flag
Determines whether the default deliver-to location on orders can be overridden.
ICX: Override Requestor

Determines whether a user can override the default requestor code and create a requisition for
everyone, the entire organization, or just the user.
POR: Amount Based Services Line Type
Determines the line type for amount-based non-catalog requests.
POR: Goods Line Type
Indicates the line type that should be used for all bulk loaded items and quantity-based non-
catalog requests.

Verify Profile Options That Impact Oracle iProcurement:
Continued
More iProcurement Profile Options

These are a few key profile options. There were more complete lists of iProcurement profile
covered in earlier sections of this course. See the Oracle iProcurement Implementation Guide
for a complete list.
POR: Rate Based Services Line Type
Specifies the line type for rate-based non-catalog requests.
POR: Approved Pricing Only
Restricts user access to only those items associated with blanket purchase agreements, catalog
quotations, and requisition templates.
POR: System Approvers are Mandatory
Determines whether the default approvers on the approver list are mandatory.
POR: Hosted Images Directory
Specifies the directory where image files are stored.

POR: Load Auto Category
Controls whether the catalog bulk loader should automatically create any new categories
during the loading process.
POR: One Time Location
Used as the one-time location code for the one-time address.
TAX: Allow Override of Tax Code
Controls the ability to override the tax code that is defaulted during the requisitioning process.
Refer to Practice - Recognize Catalog Specific Profile Options [LABP0226]
Refer to Practice - Recognize Requisition Specific Profile Options [LABP0311]
Refer to Practice - Recognize Receiving Specific Profile Options [LABP0405]

Requisition Templates
Requisition Templates
Purchasing Responsibility
(N) Setup > Purchasing > Requisition Templates
You can specify items individually on a requisition template, or you can reference an existing
requisition or purchase order to copy items on to requisition templates you create. You can
copy lines from multiple documents to combine them and create one template. Requesters can
use templates to create requisitions using the order pad when they select the Supplier Item
Catalog button.

Define Information Templates
Define Information Templates

Purchasing Super User Responsibility
(N) Setup > Information Templates
Information templates provide a way to capture required information for ordering an item. The
example in the slide might be used to create a business card order. Information templates are
created and associated with an item or category by the purchasing system administrator. These
templates list the attributes field names in which data should be entered. Any of the fields can
be designated as mandatory. These templates are set up in Oracle Purchasing.

Set Up Catalog
Set Up Catalog
Prepare catalogs for requestors by first creating a blanket purchase agreement in Oracle
Purchasing. Then upload item and schema content. Test the catalog (for example, by searching
for or requisitioning the items in the catalog). See the Oracle iProcurement Implementation
Guide for more details or refer to the iProcurement Content Management topic of this course.

Agenda

Additional Implementation Considerations
Additional Implementation Considerations

This section overviews or recaps important implementation considerations.

Training Considerations
Additional Considerations
These considerations are the same as for Oracle Purchasing implementation. They are repeated
here as a reminder of considerations that may also affect Oracle iProcurement receivers.
Refer to the Oracle Applications System Administrator’s Guide for detailed instructions on
modifying and updating online help files.

Oracle iProcurement Features to Consider
iProcurement Features to Consider

Function security
Are you going to limit access to functionality in iProcurement? See the Requisitions
Management topic of this course.
Collaborative integration
Are you going to use functionality provided by Oracle Supplier Network, Oracle iSupplier
Portal, or Oracle Sourcing in your iProcurement implementation?
Third-party catalog maintenance
Are you going to outsource catalog maintenance? See the Catalog Management topic of this
course.
No internal catalog - external content only
Will you not use the internal catalog at all, but provide items from remote catalogs only? See
the Catalog Management of this course.

Custom Package Implementation
Custom Package Implementation

The Custom Package makes certain points in Oracle iProcurement processing public and
customizable.This package is called at various processing points, and all the current data is
passed as in or in-out parameters. The in-out parameters can then be modified using your
custom logic based on the current state of the parameters.
Some parameters are in-only, to prevent the custom logic corrupting the item.
References:
See the Oracle iProcurement Implementation Guide.

Page-Specific Customization
Page-Specific Customization
Sometime company business processes may require customization of a portion of the user
interface (UI) itself. This can be done by technical consultants to solve specific organization
needs.
References:
See the Oracle iProcurement Implementation Guide for details.

Summary


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Copyright © Oracle, 2004. All rights reserved.