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Oracle Apps R12 IProcurement
Oracle Apps R12 IProcurement
Oracle Apps R12 IProcurement
Prerequisites:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
About
iProcurement
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Features
of
iProcurement
(Reference
Oracle
Document)
The
core
features
of
Oracle
iProcurement
that
give
requesters
the
ability
to
transform
the
procurement
process
into
an
efficient
and
streamlined
process
are:
Catalog Management
Shopping
Checkout
Desktop Receiving
Oracle
iProcurement
and
Oracle
Purchasing
have
a
single
shared
catalog
data
model.
This
data
model
forms
determines
the
types
of
catalog
content
your
requesters
can
see
and
how
that
content
is
presented
to
them.
o Support
for
extensible
base
and
category
attributes
to
enhance
the
product
data
catalog.
Oracle
iProcurement
customers
can
define
base
and
category
attributes
for
their
specific
needs.
Support
for
price
breaks
based
on
quantity,
shipping
organization
and
effective
date
range.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Catalog Schema:
The areas that define the catalog are the catalog data and the catalog schema.
Catalog data consist of the items and services available for purchase.
A combination of categories.
Category descriptors
Base
descriptors
(sometimes
known
as
base
attributes)
describe
any
item
or
service
in
the
catalog.
Types of Categories:
The types of categories in the catalog that define the catalogs hierarchy are:
Purchasing
Item
categories:
Every
item
in
the
catalog
must
belong
to
a
Purchasing
Item
category.
Purchasing
Item
categories
are
recognized
by
many
integrating
Oracle
Applications
in
addition
to
Oracle
iProcurement.
The
association
of
Purchasing
Item
categories
with
catalog
items
enables
a
wide
range
of
functionality
in
Oracle
Applications.
Shopping
categories:
Also
known
as
genus
categories,
are
used
to
group
similar
items
for
presentation
to
the
iProcurement
user.
Shopping
categories
generally
have
names
that
are
more
shopper
friendly
than
Purchasing
Item
categories,
and
are
displayed
prominently
in
many
iProcurement
pages
to
help
requesters
find
what
they
are
shopping
for.
Shopping
categories
are
not
mandatory
for
all
items
in
the
catalog,
but
they
are
highly
recommended
for
items
that
are
intended
for
iProcurement
requesters.
Shopping
categories
are
found
at
the
lowest
level
of
the
category
hierarchy;
therefore
a
shopping
category
can
never
be
a
parent
category
to
a
child
category.
Browsing
categories,
also
known
as
navigation
categories
(or
master
or
intermediate
level
categories),
define
the
category
hierarchy.
The
category
hierarchy
helps
requesters
browse
for
catalog
items
Browsing
categories
can
be
either
a
parent
or
child
to
another
category,
but
cannot
contain
any
items.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Implementation Checklist:
Step
Required
or
Optional
Load
catalog
content
Required
Determine
catalog
(content
zone)
types
to
implement.
Required
Choosing
a
Catalog
Type
Create
one
or
more
catalogs
(content
zones):
local
content
zone,
punchout
Required
or
transparent
punchout
content
zone,
or
informational
content
zone.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
iProcurement
Setups
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Below
are
the
mandatory
setups
before
implementing
(or)
integrating
it
with
purchasing
module.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
iProcurement Setups:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Inventory Item 1:
Inventory
Item
2:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Note** all inventory items will be associated with one or more categories.
Inventory Item 1:
Inventory Item 2:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Categories:
o They
are
assigned
to
an
item;
they
can
be
used
without
an
item,
allowing
reporting
and
analysis
to
be
performed.
o Categories
are
required
when
creating
a
non-catalog
requisition.
o It
can
be
assigned
to
account
numbers,
which
is
used
to
generate
accounting
for
requisition.
o Categories
are
Key
flexfield
(KFF).
Defining
Category
Key
Flexfield:
Now
let
us
utilize
the
Oracle
Seeded
item
category
flexfield.
Navigation:
PO
Setups
Flexfields
Key
Segments
Code: PO_ITEM_CATEGORY
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Segment Information:
Valueset Information:
Segment1:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Segment2:
Valueset Values:
Segment 1:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Segment 2:
After
setting
up
category
the
next
step
is
to
define
category
sets.
If
oracle
seeded
set
is
not
available
we
can
define
our
own
category
sets.
In
our
setup
we
will
be
using
oracle
seeded
category
set.
Determine
if
the
categories
assigned
to
an
item
will
be
assigned
at
Master
Level
for
all
organizations
(or)
assign
at
Organization
levels
i.e.
each
organization
have
different
Purchasing
category.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Name:
Unique
Name
to
the
set
Flex
Structure:
The
categories
you
assign
to
a
category
set
must
have
the
same
flexfield
structure
as
the
set
itself.
This
is
true
even
if
you
choose
not
to
validate
the
category
list.
Control Level:
o Master
Level:
Item
assigned
to
this
category
set
has
the
same
category
value
in
all
organizations
where
it
is
assigned.
o Org
Level:
Item
assigned
to
this
category
set
may
have
a
different
category
value
in
each
organization
where
it
is
assigned.
Indicate
whether
to
enable
an
item
to
be
assigned
to
multiple
categories
within
this
category
set.
For
example,
an
item
can
belong
to
Electronics
as
well
as
Computer
Peripheral
categories.
o If
you
do
not
enable
this
feature,
you
can
assign
an
item
to
any
category
defined
that
uses
the
same
flexfield
structure
as
this
category
set.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
o If
you
enable
this
feature,
you
can
assign
an
item
only
to
those
categories
defined
as
valid
categories
for
this
category
set.
o If
the
enforce
list
of
categories
assignment
checkbox
is
not
checked,
then
all
of
the
categories
associated
to
the
category
set
for
purchasing
are
displayed
in
the
LOV
on
the
Enter
PO
window.
o if
the
enforce
list
of
categories
assignment
is
checked,
only
the
categories
defined
in
the
table
are
available
in
the
category
LOV
on
the
enter
PO
window.
The
category
flexfield
which
was
assigned
to
category
set,
needs
to
be
set
as
the
default
category
for
purchasing.
This
will
be
the
category
that
will
appear
in
Oracle
iProcurement
for
purchasing
both
items
and
non-catalog
requests.
This
setup
maps
the
category
to
iProcurement
for
users
to
search
for
them
using
shopping
category.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
(Oracle Reference)
Use
shopping
category
mapping
to
map
Oracle
iProcurement
catalog
categories
to
categories
defined
in
Oracle
Purchasing.
This
ensures
that
the
items
you
upload
will
not
error
out.
Oracle
Purchasing
and
shopping
categories
can
both
be
derived
by
the
mapping
when
maintaining
catalog
content.
For
example,
you
create
a
shopping
category
called
Printers.
You
later
want
to
upload
an
item
to
the
Printers
category.
Before
requesters
can
successfully
complete
a
requisition
for
this
item,
you
must
map
the
shopping
category
Printers
to
a
category
in
Oracle
Purchasing
using
shopping
category
mapping.
(Alternatively,
you
can
leverage
mapping
in
Oracle
e-Commerce
Gateway
while
uploading
items.
If
your
requesters
need
to
use
the
browsing
capability,
then
you
should
use
shopping
category
mapping.
Yes,
using
shopping
category
mapping,
you
can
map
multiple
Oracle
iProcurement
catalog
categories
to
a
single
Oracle
Purchasing
category.
No,
using
shopping
category
mapping,
you
cannot
map
a
single
Oracle
iProcurement
catalog
category
to
more
than
one
Oracle
Purchasing
category.
Can I map a shopping category that has subcategories to an Oracle Purchasing category?
Only
item
categories
are
mapped.
By
mapping
a
browsing
category,
you
are
mapping
all
item
categories
that
it
and
its
subcategories
contain.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Categories
codes
are
used
to
create
valid
combinations
of
individual
values
entered
for
each
category
segment
and
assign
the
combination
to
specific
structure.
Click
Find.
The
description
which
will
be
used
as
the
shopping
category
in
iProcurement
when
profile
POR:
Autocreate
Shopping
Category
and
Mapping
is
set
to
Yes.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
d_iproc
d_iproc_CatAdmin
d_iproc:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
d_iproc_CatAdmin:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Now
assign
the
mandatory
profile
at
responsibility
level.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
A
catalog's
schema
refers
to
the
structure
and
organization
of
the
catalog.
Schema
consists
of
categories
and
descriptors.
Item
categories
(also
known
as
genus
categories)
contain
only
items.
They
are
found
at
the
lowest
level
of
the
category
hierarchy.
Item
categories
are
required.
Every
item
in
the
catalog
must
belong
to
an
item
category.
Shopping
categories
(also
known
as
navigation
categories)
contain
one
or
more
browsing
or
item
categories.
They
cannot
contain
items.
Browsing
categories
are
optional.
They
enable
requesters
to
browse
a
hierarchy
of
categories
for
items.
Base
descriptors
apply
to
all
items
or
services
in
the
catalog.
Supplier
is
an
example
of
a
base
descriptor.
The
following
base
descriptors
are
required
when
adding
items
to
the
catalog:
Supplier
Item
Number,
Description,
Unit,
and
Price.
Category
descriptors
(also
known
as
local
descriptors)
apply
only
to
items
within
a
specific
category.
Category
descriptors
vary
from
one
category
to
another.
For
example,
a
category
called
Ball
Point
Pens
may
contain
the
category
descriptors
Ink
Color
and
Tip
Width.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
The
category
hierarchy
presents
a
hierarchical
view
of
the
catalog
to
requesters.
Use
the
category
hierarchy
to
view
and
create
hierarchies
of
categories
and
to
create
browsing
categories.
For example, several item categories may be grouped under browsing categories as follows:
You
do
not
have
to
have
the
same
number
of
levels
in
all
categories.
In
the
example
above,
Office
Equipment,
Accessories
and
Supplies
contain
multiple
levels
of
categories.
Writing
Instruments
contains
just
two
levels
(one
browsing
and
one
item
category
level).
Creating
a
category
hierarchy
is
optional.
If
you
create
one,
requesters
see
the
hierarchy
when
they
browse
categories.
If
you
do
not
create
one,
then
requesters
cannot
browse
categories
for
items.
(They
can
still
find
items
by
searching,
just
not
by
browsing.)
Some
companies
find
it
useful
to
enable
requesters
to
browse
categories,
others
may
not.
Note: The changes you make to the category hierarchy are visible immediately in the catalog.
A
maximum
of
150
category
descriptors
per
category,
no
more
than
50
per
type:
50
Text
descriptors,
50
Translatable
Text
descriptors,
and
50
Numeric
descriptors.
A
maximum
of
300
total
base
descriptors,
no
more
than
100
per
Text,
Translatable
Text,
or
Numeric
types.
Any
number
of
item
and
browsing
categories.
(The
more
top-level
browsing
categories
you
have,
the
longer
the
Category
Hierarchy
page
may
take
to
display
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Since
the
profile
POR:
Autocreate
Shopping
Category
and
Mapping
is
set
to
Yes,
we
are
not
going
to
create
shopping
category
and
map
it
to
Oracle
Seeded
Purchasing
Category.
Below are the steps to create shopping category and mapping setups,
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Note:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
We
can
generate
account
number
associated
with
requisition
without
modifying
the
PO
Requisition
account
generator
(POWFRQAG).
For
Inventory
items
it
will
default
receiving
account
for
inventory
organization.
For
Expense
items
based
on
the
account
assigned
to
Items
or
from
employee
record
default
expense
account
Expense
account
comes
into
play
when
employee
expense
account
is
used
to
generate
the
COA.
If
the
employee
do
not
have
default
expense
account
associated,
we
can
default
the
expense
account
for
requisition
line
based
on
profile
POR:
Apply
Expense
Account
Rules
to
Favorite
Charge
Accounts.
This
is
only
called
when
the
favorite
charge
account
is
defaulted
and
not
when
user
selects
favorite
charge
account
manually.
Click
Create.
Rule
Option
2:
Profile
Setup
Set
the
profile
POR:
Apply
Expense
Account
Rules
to
Favorite
Charge
Accounts
@
responsibility
level.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Save
the
details.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
POR:
Goods
Line
Type
Goods
Default
line
type
for
uploaded
and
non-
catalog
requests.
POR:
One
Time
Location
Assign
location
code
to
single
use
or
one-time
delivery
address
during
checkout.
POR:
Override
Location
Yes
Allows
default
location
to
be
updated
by
Flag(1)
requester.
POR:
Override
Requester
No
Allow
user
to
update
requester
name
on
requisition.
POR:
Preferences
Deliver
to
Determines
default
deliver
to
location.
Location
POR:
Preferences
-
Requester
Determines
default
requester
for
requisition.
POR:
Rate
Based
Services
Determines
default
line
type
for
rate
based
Line
Type
non-catalog
requests.
POR:
Transparent
Punchout
60
Determines
transparent
punchout
session
Timeout
time
period.
Note** only some important profiles I have listed, but there are more available.
Shopper
Preferences
Navigation:
iProcurement
Preferences
Display
Preferences
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Languages:
Oracle
Support
NLS.
This
option
enable
user
to
choose
language
for
Current
Session
or
set
preference
permanently.
Accessibility: If any user have vision problem they can use this option.
Regional:
Allows
user
for
formatting
of
date
and
number
to
be
changed.
The
country
user
belong
to
and
the
time
zone.
Start Page: User can customize iProcurement to choose a starting page of his/her own choice.
Notification:
The
email
style
when
a
notification
is
received
by
the
user.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
iProcurement Preferences
Click
Apply
to
save
the
changes.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Use of credit cards is used to buy specific items without using cash, or get cash advance etc.
1. Employee
Card
2. Supplier
Card
Employee Card: Each employee will have his/her own number and physical card assigned.
Supplier
Card:
Suppliers
will
also
provide
credit
card
which
can
be
used
by
all
employee
only
to
purchase
from
that
supplier.
For
example,
Staples
Card,
Dell
Card
etc.
Once
the
Requisition
is
approved,
the
PO
will
be
created
against
the
requisition
line
and
it
will
be
approved.
The
P-Card
information
will
be
appearing
on
PO
and
sent
to
Supplier.
The
Supplier
in
turn
charge
the
card
for
items
shipped.
To
complete
this
process,
oracle
also
provides
a
P-Card
Reconciliation
process,
which
reconciles
P-Card
statement
received
from
bank
to
P-Card
that
was
approved
in
Purchasing.
P-Card
transactions
can
also
be
imported
from
credit
card
Company
into
payables
for
payment
when
requisitions
were
not
used.
Note**
credit
card
and
P-Card
are
not
same.
Credit
cards
by
nature
do
not
have
any
restrictions,
where
P-Cards
have
smart
chip
embedded
in
them
restricting
items
that
can
be
purchased.
Either
we
use
Supplier
or
Employee
credit
card,
we
need
to
enable
P-Card
transaction
for
a
supplier
site,
to
make
oracle
application
understand
this
site
will
be
using
P-Card
transactions.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Query
for
existing
supplier
we
have
already
created.
Please
refer
my
Oracle
R12:
Procure
2
Pay
material
for
supplier
setups.
Click
Update
and
select
Address
Book.
Now
click
Manage
Sites,
Since
I
have
defined
only
one
site
for
transaction,
I
will
not
be
enabling
this
site
for
P-Card
transaction.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Code
Set
allows
the
credit
card
code
transactions
to
GL
Natural
account
segment
of
your
accounting
flexfield.
Some
of
the
code
classifications
used
in
industry
are
SIC
(Standard
Industrial
Classification)
and
MCC
(Merchant
Category
Code).
Code
Set
Name:
Name
of
the
credit
card
code
set.
You
assign
card
code
sets
to
credit
card
programs.
Card
code
sets
contain
card
codes.
Description:
Credit
card
code
set
description.
This
will
appear
on
a
list
of
values
when
you
select
a
credit
card
code
set.
Blocking
Group:
Enable
this
check
box
if
the
card
code
value
is
a
blocking
group
value.
This
field
will
be
used
by
future
version
of
Payables.
Value:
Card
code
value.
For
example,
Standard
Industry
Code
or
Merchant
Category
Code.
This
code
is
defined
and
used
by
your
credit
card
issuer
to
identify
suppliers
and
groups
of
suppliers.
This
code
is
also
used
to
indicate
the
supplier
type
for
an
imported
credit
card
transaction.
Description:
Card
code
description.
This
value
will
appear
on
a
list
of
values
when
you
select
a
card
code.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Account:
If
you
want
to
associate
an
account
with
a
card
code,
enter
the
account
here.
When
Payables
creates
the
default
GL
account
for
the
transaction,
it
will
use
the
account
for
a
credit
card
code
to
overlay
any
values
from
the
default
employee
expense
GL
account
or
default
account
template
for
the
profile.
Note**
To
use
the
account
associated
with
a
credit
card
code
to
build
a
default
accounting
distribution
for
an
imported
transaction,
you
must
enable
the
Build
Acct
From
Code
option
in
the
Profiles
window.
See:
Profiles
Window.
Inactive
on:
If
you
want
to
limit
the
amount
of
time
a
card
code
value
is
listed
on
a
list
of
values
for
the
credit
card
set,
enter
the
date
it
will
become
inactive.
Note**
we
have
not
enabled
P-Card
for
the
supplier
site,
for
knowledge
purpose
I
have
created
a
sample
code
set.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Note**
this
is
a
sample
setup
since
we
have
not
enabled
P-Card
transaction
for
our
supplier
I
will
not
be
saving
this
setup,
this
is
complete
for
reference.
Card
Brand:
The
card
brand
(for
example,
American
Express,
Visa,
or
MasterCard)
of
the
credit
card.
You
can
define
additional
Card
Brand
values
in
the
Lookups
window.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Card
Code
Set:
Enter
a
card
code
set
that
includes
card
codes
your
card
issuer
uses
to
record
restrictions
on
cards.
You
define
credit
card
code
sets
in
the
Code
Sets
window.
See:
Code
Sets
Window.
Administrator:
The
employee
or
workflow
role
that
will
act
as
administrator
for
the
credit
card
program.
Card
Program
Currency:
Currency
in
which
the
card
issuer
invoice
is
created.
This
value
defaults
from
the
supplier
site.
Exposure
Limit:
This
field
will
be
used
by
a
future
version
of
Payables.
You
can
use
this
field
for
your
reference
to
record
the
program's
credit
limit.
Inactive
On:
Date
on
which
you
can
no
longer
create
a
credit
card
profile
with
this
credit
card
program.
On
this
date,
this
credit
card
program
will
no
longer
appear
on
a
list
of
values
for
credit
card
programs.
Payment
Due
From:
For
use
with
the
card
type
Travel
only.
Indicates
whether
payment
for
corporate
credit
card
transactions
is
due
from
the
employee,
the
company,
or
from
both
the
employee
and
the
company.
Enter
one
of
these
values:
Both:
The
employee
is
billed
and
pays
the
credit
card
issuer
only
for
personal
transactions.
The
employee
then
creates
an
expense
report
for
the
remaining
business-
related
expenses.
When
the
expense
report
is
created
in
Payables
as
an
invoice,
the
company
pays
the
credit
card
issuer
for
the
employee's
business
expenses.
Company:
The
company
is
billed
and
pays
the
credit
card
issuer
for
all
transactions.
The
employee
then
creates
an
expense
report
and
marks
each
item
as
either
Business
or
Personal.
If
the
total
amount
of
personal
transactions
processed
on
an
expense
report
exceeds
the
total
amount
of
cash
and
other
business
expenses
for
that
expense
report,
the
employee
will
owe
the
company
for
these
personal
transactions.
Therefore,
the
employee
may
be
required
to
reimburse
the
company
for
the
difference
(depending
upon
the
company
corporate
card
policy).
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Individual:
The
employee
is
billed
and
pays
the
credit
card
issuer
for
all
transactions.
The
employee
then
creates
an
expense
report
to
request
reimbursement
for
the
business-related
transactions.
Expenses
Clearing
Account:
The
temporary
account
used
to
record
credit
card
transaction
activity.
Payables
debits
this
account
when
an
invoice
is
created
to
pay
the
credit
card
issuer
for
credit
card
transactions.
Payables
credits
this
account
with
offsets
to
the
original
debit
entries
when the expense report is created in Payables. If you enter an expenses clearing account in this
field and in the Expenses Clearing field of the GL Accounts region of the Payables Financials
Options window, the account entered in this field takes precedence. If you enter Both in the
Payment Due From field, you must provide an expenses clearing account. If you enter Company
in the Payment Due From field, you can update the account number.
Exception Account: Account to which Payables will charge exceptions if the Procurement Card
Transaction Validation Report tries to create a transaction distribution for an invalid GL account.
Employee Matching Rule: The matching rule to use to match new accounts for this credit card
program to employees. Payables provides the matching rules American Express and Default; the
matching rule Default works with MasterCard and Visa card programs. You can define
additional Employee Matching Rule values in the Lookups window.
Mapping Rule: The name of the mapping rule defined in Internet Expenses. You define
mapping rules in the Card Expense Type Mapping Rule page of Internet Expenses Setup and
Administration.
Enable Automatic Itemization: Check this box to enable level 2 and level 3 itemizations, if
they are provided by the credit card provider. To default expense types during expenses entry
based on itemization information, assign card expense types to expense items. If you do not
assign card expense types to expense items, automatic itemization works only if there is a default
expense item defined for the selected expense template.
For level 2 itemizations, the data is stored in the HOTEL_XXX_AMOUNT columns of the
AP_CREDIT_CARD_TRXNS_ALL table, where XXX represents the nature of the expense, for
example, room service. For level 3 itemizations, transaction details are captured in the
AP_CC_TRX_DETAILS table.
Note** If the folio_type is null for the transaction, that is, there is no card expense type value,
then automatic itemization does not occur.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Transaction Detail Wait Days: The default wait period for this card program. The wait period
assigned to a merchant is equal to the difference in the number of days between receiving the
main transaction and receiving level 3 transaction data. If you define a wait period at the card
program level, Payables uses the smaller value between the card program wait period and the
merchant wait period as the hold period for the particular transaction.
You can enter zero (0) in this field to enable the following functionality:
Level 3 itemizations only occur if they are provided at the time the transaction is
imported and validated; and
If level 3 itemizations are not available at the same time as the transaction, level 2
itemizations are used if they exist.
If you enable automatic itemization, then Transaction Detail Wait Days is not a required field.
However, since it is possible to have long merchant wait periods, it is recommended that you
assign a default wait period to each card program.
Do Not Pay If Status Is (procurement card only): If you want the Create Procurement Card
Issuer Invoice program to exclude any transaction accounting distributions with the following
statuses, check each check box status you want to exclude from invoice creation. For example, if
you do not want to import transactions with a status of Unverified or Hold, check those check
boxes. If you check the Unapproved check box, the Create Procurement Card Issuer Invoice
program will not select those transactions for which manager approval is required and manager
approval has not yet been obtained, or for those transactions that managers have rejected.
Unverified
Unapproved
Account Exception
Personal
Disputed
Hold
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Transaction
feed
will
be
received
from
the
credit
card
company,
which
contains
PO
Number,
amount
and
GL
Account
Number
(Coding
Information).
The
feed
will
be
loaded
into
payables
using
Payables
open
interface.
Since
PO
number
is
already
loaded
the
Invoice
matching
can
be
done
against
PO.
Reconciliation
process
can
be
done
using
this
3rd
party
tool
issue
by
Credit
Card
Company.
After
reconciliation
run
the
concurrent
Request
Purchase
Order
History
Feed
for
P-card
Reconciliation
which
will
save
the
file
to
the
location
specified
in
UTL_FIL_DIR.
Once
Reconciled
the
invoice
can
be
imported
into
payables
using
payables
open
interfaces.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Using
iProcurement
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Note
you
can
see
Requisitions
in
My
Requisition
tab.
All
these
requisition
belongs
to
the
OU
dini_aviations_ou11
which
we
created
as
part
of
Procure
2
Pay
process.
This
page
gives
a
quick
overview
of
history
of
purchases,
pending
notifications
and
stores
information.
Stores:
This
section
contains
punchout
stores
where
user
can
procure
items
which
are
not
present
in
oracle
system.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
My Requisitions:
This
section
contains
history
of
requisitions
created
by
the
requester.
My Notifications:
This
section
contains
history
of
notification
the
user
have
taken
actions
and
the
pending
notifications.
Shopping Cart:
This
section
contains
items
which
are
going
to
be
procured
by
user.
Purchasing News:
This
section
contains
custom
message
/
links
the
business
can
add
in.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Non-Catalog
Requests
This
allow
user
to
create
requisitions
for
items
that
do
not
exist
either
as
purchasing
items
or
in
a
suppliers
catalog.
Create
New
Requisition:
Click
Add
to
Cart.
The
item
will
be
added
to
shopping
cart.
Click
View
Cart
and
Checkout.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Checkout.
Click
Edit
Lines
to
make
changes
to
Requisition
Line
details.
Delivery
Details:
After
making
changes
click
Update.
Billing
Details:
To
have
multiple
distributions
to
for
a
line
click
Split
Icon.
Account
Details:
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Attachment
Details:
Adding
Header
Attachment:
Note**
Multiple
attachments
can
be
added
by
clicking
Add
Another
Button
and
cancel
attachment
by
clicking
Cancel
Button.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Apply
to
add
the
attachment.
Similarly
add
Line
level
attachments,
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Next.
Manage
Approval:
This
section
can
be
used
to
add
additional
approvers
for
the
requisition.
Click
Submit
once
the
changes
are
made.
Click
Next.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Submit
to
submit
the
requisition.
Requisition
successfully
submitted.
Review
the
requisition,
Requisition#
15
successfully
created
and
approved.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Copying
Requisition:
Select
the
Requisition
you
want
to
copy
and
click
Copy
to
Cart.
Click
Checkout.
Note**
all
header
and
line
information
will
be
copied
from
requisition
from
which
this
is
copied
except
attachments.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Next.
Click
Submit.
Requisition
successfully
created
and
approved.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Change
Requisition:
Select
the
requisition
to
be
updated
and
click
Change
button.
Below
not
will
be
triggered,
Click
Yes.
Now
update
the
quantity.
Click
Checkout.
Click
Next.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Next.
Click
Submit.
Requisition
successfully
changed
and
approved.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Cancel
Requisition:
Note**
when
requisition
lines
associated
with
a
PO,
we
cannot
cancel
the
requisition.
To
cancel
the
same
first
cancel
the
Line
in
PO
and
then
cancel
the
requisition
line.
Select
the
requisition
to
be
cancelled
and
click
Cancel
button.
Click
Continue.
Click
Submit.
Requisition
successfully
cancelled.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Add
to
Cart.
Click
Checkout.
Click
Next.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Next.
Click
Submit.
Once
the
requisition
is
used
to
create
PO,
the
assigned
PO
number
will
be
generated
for
this
requisition.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Now
lets
create
Requisition
against
this
CPA.
Since
we
have
seen
the
rest
of
the
steps
to
create
requisition
I
will
be
skipping
the
screenshots.
Requisition
successfully
created
and
Standard
PO
number
generated.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Requisition Notifications:
Sample
Requisition
Notification,
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Sample PO notifications,
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Change.
Update
Need-By
Date
and
Click
Next.
Click
Submit.
Once
the
Requisition
is
submitted
and
approved,
an
approval
notification
will
be
sent
to
buyer
for
accepting
the
changes.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Open
the
notification
and
approve
the
same.
Click
Approve.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Complete Requisition:
Click
Complete.
Click Yes.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Requisition
successfully
approved.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Creating
Receipts
To
Receive
items,
Receipts
to
be
created.
(Oracle
Reference)
Receiving Controls Matrix
Purchasing
Receiving
PO
User
Options
Options
Supplier
Item
Shipments
Profile
Control
Window
Window
Window
Window
Window
*
Window
Match
Approval
Level
(2-,
3-,
X
X
X
X
or
4-way)
Invoice
Close
Tolerance
X
X
X
Receipt
Close
Tolerance
X
X
X
Receipt
Close
Point
X
Expense
Accrual
Point
X
Expense
AP
Accrual
Account
X
ASN
Control
-
None,
Reject,
X
Warning
Receipt
Numbering
-
Auto
or
X
manual
/
alpha
or
numeric
Allow
Substitute
Items
X
X
X
X
Allow
Unordered
Items
X
X
X
Allow
Express
Transactions
X
Allow
Cascade
Transactions
X
Allow
Blind
Receiving
X
Enforce
Ship-To
Location
X
X
X
X
Overreceipt
Tolerance
X
X
X
X
Early/Late
Receipt
Tolerance
X
X
X
X
Receiving
Account
X
Receipt
Routing
X
X
X
X
Allow
Routing
Override
X
Fail
All
ASN
Lines
if
One
Line
System
Fail
Profile
Print
Receipt
Traveler
X
Processing
Mode
X
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Receiving Page:
Receiving Actions:
This section contains the actions that be taken against existing receipts or create new receipts.
Requisition to Receive:
This section lists out the requisitions that are ready to be received.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
My Receipt at Glance:
Receiving Process:
This
section
describes
the
receiving
process
flow.
User
can
click
the
hyper
link
to
take
required
receipt
action.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Receive Items:
Note** before creating receipts check the PO Controlling periods are open,
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click Next.
Click Submit.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Select the requisition for creating receipts and click Express receive icon,
Note**
Express
Receive
will
be
created
only
when
user
wants
to
receive
items
completely.
If
user
wants
to
go
for
partial
receipts
then
normal
receiving
method
to
be
followed.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Create Returns:
To
return
damaged
goods
(or)
goods
that
do
not
satisfy
Inspection
Quality
we
need
to
click
Return
Items.
Click Next.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Correct Receipts:
If user wrongly entered the receipts details it can be corrected by clicking Correct Receipts.
Considered instead of 20 we have returned 30 Quantities now we are going to correct it,
Click
Submit.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Vacation Rules
Use
vacation
rules
to
handle
your
notifications
automatically
when
you
are
not
available
to
manage
your
notifications
directly,
such
as
when
you
are
on
vacation.
You
can
define
rules
to
perform
the
following
actions
automatically
when
a
notification
arrives:
A
vacation
rule
can
apply
to
messages
of
all
item
types,
to
all
messages
belonging
to
a
specific
item
type,
or
to
a
specific
type
of
message
belonging
to
a
specific
item
type.
1. Each
time
a
notification
is
sent
to
you,
Oracle
Workflow
tests
the
notification
against
your
vacation
rules.
First
Oracle
Workflow
checks
whether
you
have
any
active
rules
for
that
specific
message
type.
2. If
not,
it
checks
whether
you
have
any
active
rules
for
that
specific
item
type.
3. Finally,
it
checks
whether
you
have
any
active
rules
for
messages
of
all
item
types.
As
soon
as
it
finds
a
match,
Oracle
Workflow
applies
the
rule
and
discontinues
any
further
rule
matching.
If
a
rule
reassigns
a
notification,
Oracle
Workflow
performs
rule
matching
again
against
the
new
recipient's
list
of
rules.
Oracle
Workflow
maintains
a
count
of
the
number
of
times
it
forwards
a
notification
to
detect
perpetual
forwarding
cycles.
If
a
notification
is
automatically
forwarded
more
than
ten
times,
Oracle
Workflow
assumes
that
a
forwarding
cycle
has
occurred
and
ceases
executing
any
further
forwarding
rules,
marking
To create Vacation Rule click the link available at the bottom of my notification section.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Create
Rule.
By
default,
the
list
of
values
for
the
Item
Type
field
displays
those
item
types
for
which
you
have
previously
received
at
least
one
notification.
Your
workflow
administrator
can
also
add
item
types
to
this
list
to
let
you
create
vacation
rules
to
handle
other
notifications
you
may
receive
in
the
future.
If
your
workflow
administrator
has
enabled
creating
generic
vacation
rules,
you
can
select
the
All
option
in
the
Item
Type
field.
In
this
case
the
rule
to
applies
to
notifications
associated
with
any
item
type.
Click
Next.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Here
user
will
be
given
option
to
choose
specific
notification
or
all
the
notification
related
to
PO
Workflow.
Now lets check how to select specific Notification. Click Select Radio button and search.
Select
any
one
notification
of
your
choice
and
click
select.
Click
Next.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Enter
values
in
the
Start
Date
and
End
Date
fields
to
specify
the
period
that
this
rule
should
be
active.
If
you
leave
the
Start
Date
blank,
the
rule
is
effective
immediately.
If
you
leave
the
End
Date
blank,
the
rule
is
effective
indefinitely.
o Attention:
Since
you
can
define
different
rules
for
the
same
notification(s)
to
be
effective
at
different
times,
Oracle
Workflow
allows
you
to
define
multiple
rules
for
the
same
notification(s).
You
should
be
careful
to
ensure
that
rules
for
the
same
notification(s)
do
not
overlap
in
their
effective
dates.
If
multiple
rules
are
effective
for
the
same
notification,
Oracle
Workflow
picks
one
rule
at
random
to
apply.
In
the
Message
field,
enter
any
text
that
you
want
to
append
to
the
notification
when
the
rule
is
applied.
The
comments
appear
in
a
special
comments
field
when
the
notification
is
reassigned
or
automatically
responded
to.
"Deliver notifications to me regardless of any general rules" - Leave the notification in your
Worklist with no automatic processing. You can define a rule with this action to exclude a
certain subset of notifications from a more encompassing rule.
For example, suppose you have a rule that reassigns all your notification messages to another
user, but you want to exclude a subset of notifications from that rule. To accomplish this, you
can define a new rule that applies only to that subset of notifications, whose action is "Deliver
notifications to me...".
"Delegate your response" - Select this option if you want to give the new user authority to
respond to the notification on your behalf, but you want to retain ownership of the notification
yourself. For example, a manager might delegate all vacation scheduling approvals to an
assistant.
"Transfer notification ownership" - Select this option if you want to give the new user
complete ownership of and responsibility for the notification. For example, use this option if you
should not have received the notification and you want to send it to the correct recipient or to
another recipient for resolution. A transfer may have the effect of changing the approval
hierarchy for the notification. For example, a manager might transfer a notification about a
certain project to another manager who now owns that project.
Click Apply.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Requisition Statuses
Status
Meaning
Approved
Requisition
has
been
approved.
Inprocess
Requisition
submitted
for
approval
and
still
pending
response
from
approver.
Incomplete
Requisition
has
been
saved
but
not
yet
submitted.
Pre-Approved
Approver
approved
the
requisition
but
forwarded
it
to
another
approver
for
additional
approvals.
Requires
Changes
were
made
to
already
approved
requisition
requiring
it
to
be
Reapproval
reapproved.
Reserved
Budgetary
funds
are
reserved
for
this
requisition.
This
status
is
only
valid
for
system
using
budgetary
control
or
encumbrances.
Returned
Approved
requisition
returned
to
requester
by
buyer.
Requisition Actions
Actions
Meaning
Accept
A
change
request
for
requisition
is
accepted.
Adjust
Reserve
amount
was
adjusted
when
using
budgetary
control.
Answer
Respond
to
approver
question.
Approve
Requisition
is
approved.
Approve
and
Requisition
approved
by
approved
but
forwarded
it
for
additional
approvals.
Forward
Approve
and
Requisition
is
approved
and
funds
reserved
when
using
budgetary
control.
Reserve
Buyer
Rejected
Requisition
approved
but
buyer
rejected.
Check
Funds
Requisition
was
submitted
to
check
funds
when
using
budgetary
control.
Delegate
Approval
authority
for
the
document
is
delegated
to
another
person.
Forward
Document
forwarded
by
system
to
another
employee.
No
Action
When
no
action
taken
by
approver
and
workflow
notification
timeout.
Pending
Oracle
waiting
for
response
from
a
person.
Question
Approver
forwarded
to
another
person
with
a
question.
Reject
Approver
rejected
the
requisition.
Reserve
Funds
are
reserved,
when
using
budgetary
control.
Respond
Buyer
responds
to
a
change
request.
Return
Buyer
returns
approved
requisition
to
requester.
Submit
Requisition
submitted
and
starting
the
approval
process.
Submit
Change
A
change
is
requested
for
requisition.
Supplier
Rejected
Supplier
rejected
the
document.
Unreserve
Funds
were
released
for
this
document
when
using
budgetary
control.
Withdraw
Requisition
is
withdrawn
from
approval
and
purchasing
process.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Requisition
Template
(Reference
Oracle
documents)
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Operating Unit: User can choose for which OU the template is going to be created.
Inactive
Date:
Date
after
which
you
do
not
want
any
requestor
to
create
a
requisition
from
this
template.
Sourcing
Section:
o Enter
the
name
of
the
Buyer
to
whom
you
want
to
assign
the
requisition
line.
o Select
RFQ
required
indicating
that
you
want
to
require
an
RFQ
before
the
buyer
can
create
a
purchase
order
for
the
requisition.
Purchasing
displays
a
warning
message
if
you
try
to
create
a
purchase
order
without
a
required
RFQ.
o Enter
a
suggested
Supplier
&
Site
for
your
requisition
items.
You
can
choose
a
supplier
from
the
list
of
available
suppliers.
Alternatively,
you
can
suggest
a
new
supplier
&
Site
by
entering
the
name
of
the
supplier
directly.
o Enter
the
name
of
your
Contact
at
the
supplier
site.
o Enter
the
Supplier
Item
number.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Save
the
Template.
We can copy an item from existing requisition lines or from purchase order lines.
Note**
we
cannot
copy
single
lines
from
a
requisition;
it
includes
all
the
lines
from
the
document.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Lines
from
that
requisition
added
successfully
into
the
template.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Managing
iProcurement
References:
Oracle
Document
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
A
catalog
is
a
source
of
supplier
product
and
service
information
that
provides
a
means
by
which
information
can
be
found
quickly
by
requestor.
Oracle iProcurement can come from both internal and external source.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Catalog:
Commodities:
Direct
Material:
Mass
produced
mechanical
parts,
products
with
pre-negotiated
or
stable
prices.
For
example
MRO
(Maintenance,
Repair
&
Operations)
items.
Configured
Products:
Products
require
high
degree
of
configuration
and
fluctuating
prices.
extremely
large
&
specialized
catalogs.
For
example
Computer
h/w,
printing
devices
etc.
Indirect Material: Products with unstable pricing. For example office supplies, MRO etc.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Buyer
hosted
content
comes
from
below
sources,
Upload:
Supplier
creates
XML
or
Spreadsheet
(Tab
delimited)
file,
and
buyer
uploads
file
in
eContent
Manager.
Extraction: Buyer uses extractor in oracle purchasing to extract items and categories.
It
is
referred
as
a
punchout
catalog.
Examples
of
punchout
stores
are
Staples,
Grainger,
B&H
etc.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
It
is
a
3rd
party
hosting
service,
which
offers
Examples of marketplace are Oracle Exchange, Ariba, Vinimaya, i2 Trade matrix etc.
Requirements of Catalogs:
Catalog
Requirement
Local
It
requires
either
of
the
following,
Quotations,
BPA,
Requisition
Templates
or
System
Items
Supplier
catalog
in
XML
or
tab
delimited
file
format
to
upload
in
iProcurement.
Supplier-Hosted
Supplier
Site
Setup
Buyer
gets
supplier
URL
&
Authentications
details
Marketplace
Buyer
&
Supplier
Register
with
Marketplace.
Supplier
site
setup
based
on
Marketplace
requirement.
Buyer
obtains
marketplace
URL
and
authentication
details.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Query for the value set Commodity. This is the dependent value set for PO Item Category.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
D_COMPIUTER
D_STAPLES
DINI.D_COMPUTER
DINI.STAPLES
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
New.
Make
sure
the
DFF
value
is
set,
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Save
the
template.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Apply.
Save
the
item.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
In
the
Organizations
window
that
appears,
choose
the
ship-to
organization
for
which
you
want
to
define
Approved
Supplier
List
(ASL)
entries.
Choose one of the following options to which you want to assign a supplier:
Note:
If
you
have
defined
your
item
in
the
item
master
with
the
Must
Use
Approved
Vendor
flag
set
to
Yes,
Purchasing
will
use
the
item
level
ASL
when
both
item
and
commodity
ASLs
exist.
If
the
flag
is
set
to
No,
both
commodity
and
item
ASLs
would
be
considered.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
If you choose Direct, choose the supplier Name and optionally, the Site.
Attention:
The
supplier
Name
and
Site,
if
you
specify
one,
must
match
the
sourcing
rule
Supplier
and
Site
to
default
the
supplier
information
or
source
document
information
successfully.
If
you
choose
Distributor,
choose
the
distributor
Name
and
optionally,
the
Site.
You
must
associate
the
Distributor
with
a
Manufacturer,
meaning
you
must
define
a
Manufacturer
before
you
define
its
Distributor.
Use
one
of
the
default
Statuses
provided,
or
choose
a
status
of
your
own
if
you
defined
other
statuses
in
the
Approved
Supplier
List
Statuses
window.
Optionally
choose
the
supplier
item
number.
For
Suppliers
and
Distributors,
this
supplier
item
number
defaults
to
your
purchase
order
and
requisition
lines,
and
is
used
to
validate
the
source
documents.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Yes
-
This
ASL
entry
is
valid
for
all
inventory
organizations
in
your
operating
unit.
No
-
This
ASL
entry
is
local-that
is,
valid
only
for
the
organization
you
chose
in
the
Organizations
window
when
you
first
navigated
to
the
Approved
Supplier
List
window.
Note:
If
you
have
two
ASL
entries
for
the
same
item
or
commodity-one
Global
entry
that
applies
to
all
organizations
in
your
company
and
one
local
entry
that
applies
only
to
your
organization-the
local
entry
takes
precedence.
1. In
the
Approved
Supplier
List
window,
identify
the
line
(ASL
entry)
you
want
to
disable.
2. In
the
Key
Attributes
tabbed
region,
select
the
Disabled
check
box
for
the
line.
The
item-supplier
combination
in
this
ASL
entry
is
inactive
for
new
documents
that
you
create.
Note
that
disabling
an
ASL
entry
is
not
the
same
as
debarring
a
supplier.
Debarring
a
supplier
prevents
sourcing
to
that
supplier
for
that
item
or
for
all
items
in
that
commodity.
Disabling
an
ASL
entry
disables
just
that
line.
You
will
still
be
able
to
source
to
that
supplier
if
a
separate
ASL
entry
for
the
supplier
is
enabled.
If you disable a local ASL entry, Purchasing uses the Global entry instead, if there is one.
The
item-supplier
combination
in
this
ASL
entry
is
now
active
for
new
documents
you
create.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Now
query
for
ASL.
Click
Attributes.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Enter
a
Price
Update
Tolerance
only
if
you
are
importing
price/sales
catalog
information
through
the
Purchasing
Documents
Open
Interface.
Choose one of the following attribute groupings from the tabbed region:
Source
Documents:
lets
you
associate
specific
quotations
or
purchase
agreements
with
the
supplier/item
combination.
Supplier
Scheduling:
lets
you
associate
Supplier
Scheduling
information
with
the
supplier/item
combination.
You
can
choose
this
option
if
you
specified
an
item
and
a
supplier
site.
Capacity
Constraints:
lets
you
specify
capacity
constraints
for
the
supplier/item
combination.
You
can
choose
this
option
if
you
specified
an
item
and
a
supplier
site.
Inventory:
if
vendor
managed
inventory
or
consigned
inventory
are
enabled,
this
region
lets
you
specify
inventory
control
information
for
the
supplier/item
combination.
You
can
choose
this
option
if
you
specified
an
item
and
a
supplier
site.
Source Documents:
Blanket
Contract
Quotation
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
If
you
are
creating
a
Blanket
as
a
source
document
for
Oracle
Supplier
Scheduling,
make
sure
the
Supply
Agreement
option
is
selected
for
the
blanket
purchase
agreement
in
the
Terms
and
Conditions
window.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Apply.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Content
Zones
Content
zone
replaces
realms
in
Oracle
11i.
They
allowed
security
to
be
enabled
based
on,
Supplier
associated
with
item
Browsing
categories
Shopping
categories
They
are
even
required
to
grant
access
to
items
for
shopping.
We
can
find
local
content
zone
in
main
store.
Local
Punchout
Transparent
Punchout
Informational
(or)
Smart
Forms
Punchout
&
Transparent
Punchout:
Items
maintained
by
supplier
(In
their
website),
that
can
be
accessed
&
purchased
via
iProc.
User
directly
visits
supplier
website
to
purchase
this
is
Punchout
store,
whereas
for
transparent
punchout
items
will
be
accessed
from
supplier
website
in
background
and
viewed
in
iproc
directly.
Information
content
(or)
Smart
Forms:
Additional
information
field
enabled
for
specific
item
or
purchasing
categories.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Go.
To
filter
items
(include/Exclude)
from
specific
supplier
click
Add
Supplier.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
In
our
case
we
will
create
a
local
content
zone
to
include
all
items
for
all
suppliers
including
items
without
supplier
information.
To
include
or
exclude
items
from
specific
categories
click
Add
categories.
In
our
case
we
will
include
items
from
all
categories.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
If you want to restrict content zone to certain operating units click Add operating units button.
Else,
if
you
want
to
restrict
based
on
responsibilities
click
Add
Responsibilities
button.
In
our
case
we
will
give
access
to
all
users.
Click
Apply.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Go.
Information
content
zone
is
little
different
than
punchout
zone.
The
only
difference
is
when
user
access
punchout,
it
redirect
user
to
supplier
website
and
when
items
are
added
to
cart
when
click
submit
it
will
redirect
the
user
to
iProcurement
and
add
items
to
iProc
shopping
cart.
But
in
information
content
zone,
user
will
not
be
re-directed
to
iProc,
instead
user
have
to
do
shopping
directly
using
supplier
website.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Similarly
we
can
restrict
this
content
zone
at
3
levels
All
users,
Operating
Units
and
Responsibilities.
Click
Apply.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Since we do not have supplier website to configure we can use Oracle Exchange test site.
For additional information for using this exchange server please visit.
https://testexchange.oracle.com/services/container.jsp?file=supplier_faq.htm
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Source
is
the
only
difference
setup
where
we
can
differentiate
Punchout
&
Transparent
Punchout.
Direct
Punchout
Exchange,
Direct
Supplier
Punchout
(Oracle
native
xml)
or
Direct
Supplier
Punchout
(cXML)
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Punchout
Identification
Keywords:
It
ensures
that
searches
always
includes
words
during
punchout.
Mapping:
Key
1:
It
should
be
populated
with
exchange
when
source
selected
was
Exchange
or
supplier
name
for
other
options.
When
source
is
not
exchange,
a
supplier
and
supplier
site
can
be
selected
from
LOV.
Punchout Definitions:
Punchout
URL:
Its
the
URL
of
the
supplier
site.
Note
this
is
not
the
same
URL
used
to
access
the
punchout
from
WWW.
Password & Retype Password: Add the password for username defined.
Encoding Method: Encoding standard is used for login request. Oracle recommends UTF8.
Prevent
Changes
to
Item
return
from
punchout
site:
Preventing
shoppers
from
making
any
changes
to
quantities
that
were
returned
from
the
supplier
site.
This
option
should
be
enabled
when
supplier
is
processing
the
order
from
their
end.
Send
Optional
user
and
company
information
to
punchout:
This
is
enabled
only
when
setting
up
direct
punchout
(Oracle
Native
XML).
Extend
User
Idle
Session
Timeout
during
punchout:
Available
for
both
Exchange
and
native
XML.
This
will
extend
timeout
for
inactivity
as
set
with
the
profile
ICX:
Session
Timeout.
This
ensures
oracle
does
not
timeout
from
shoppers
session
while
working
on
supplier
site.
All
Prices
are
negotiated:
Determine
how
this
supplier
is
handled
in
Daily
Business
Intelligence
for
reporting.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Apply.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Smart
Forms
It
is
a
predefined
non-catalog
request
for
specific
item.
In
smart
form
some
of
the
fields
are
pre-defined
by
user.
Default
smart
form
is
available
for
the
user
if
we
want
to
reduce
the
data
entry
we
can
create
a
custom
one.
In
Default
item
information
and
Default
Supplier
information
Section,
user
can
restrict
fields
to
be
un-editable.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Apply.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Information
Templates
(Oracle
Reference)
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Now
associate
template
with
item
or
category.
Click
Associate
Template.
Save
the
template.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Update
icon.
The
smart
form
details
will
be
displayed.
Click
Add
Templates.
Search
for
the
Information
template
created
and
select
the
same.
Click
Apply.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Practice Exercise: Mapping Stores with Content Zone and Smart Form:
Click
Update
icon.
Now
add
Content
Zone.
Similarly
add
Smart
Forms.
Click
Continue.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Apply.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
DINI_STORE1.
Click
Smart
Form.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
View
Cart
and
Checkout.
Click
Special
Info
to
view
additional
information.
After
viewing
the
info
click
continue.
Click Checkout.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Next.
Click
Submit.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
(Oracle Reference)
1. Download
Template.
2. Upload
catalog
items
for
blanket
purchase
agreements
and
quotations.
3. Upload
catalog
items
for
global
blanket
purchase
agreements.
Download Template:
Click
Upload.
Click
Download
Resources.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Click
Download.
Save
the
file
into
your
local
disk.
Extract
the
zip
file.
Open
Text
Template.txt
in
Excel
application.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S
Fill
in
the
required
information
and
save
the
file.
You
can
view
the
job
status.
Oracle
R12
iProcurement
by
Dinesh
Kumar
S