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Create and Use a Procurement

Business Unit

Procurement Administrator

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Page i

Contents
End to End New Business Unit .......................................................................................................................1
Overview ...........................................................................................................................................................1
Objective ...........................................................................................................................................................1
Assumptions ....................................................................................................................................................1
Login Details.....................................................................................................................................................1
Create your User ..............................................................................................................................................2
Create Implementation Project .......................................................................................................................7
Create Location ................................................................................................................................................9
Create Business Unit .......................................................................................................................................11
Create Inventory Org .......................................................................................................................................17
Configure Business Unit .................................................................................................................................20
Add the Roles for your BU ..............................................................................................................................24
Manage Common Options for Payables and Procurement ..........................................................................27
Manage Receiving parameters........................................................................................................................29
Change Your Primary Job Assignment ..........................................................................................................31
Configure BU Tax (turn it off) ..........................................................................................................................32
Manage Procurement Agents..........................................................................................................................39
Configure Transaction Accounting ................................................................................................................43
Create Supplier and Supplier Site ..................................................................................................................45
Create Agreements ..........................................................................................................................................51
Create Catalog ..................................................................................................................................................54
Create Content Zone ........................................................................................................................................55
Create Requisition ...........................................................................................................................................56

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

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End to End New Business Unit
Overview
In this exercise, you will learn how to create a new business unit and prepare it to use with
custom catalog content.

Objective
The objective of this script is to walk you through the steps required to set up a new business
unit to be used for Procurement functions.
 Create User
 Create Implementation Project
 Create Locations
 Create Business Unit
 Create Supplier
 Create Agreement
 Create Catalog
 Create Content Zone
 Create Requisition

Assumptions
This is a broad script that allows for creation of custom content for highly tailored
demonstrations and would not be typically done in front of a customer. There are other
detailed sales demonstration scripts for topics that are only briefly touched on throughout this
script.

Login Details
Login details are provided throughout the script

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

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anderson Password: The environment password is same for all users. 2009. All rights reserved. password Note: When performing practices. so use the that you received in email. 2. Login as betty.) This is required because in the training environment those users have specific roles assigned that enable them to perform specific setup steps.Create your User 1. you sometimes need to log in with different Usernames (such as betty. for example. Navigator -> Manage Resources -> Manage Users 1.anderson or PRC_IMPL. Create and Use a Procurement Business Unit Page 2 . Click the Create Icon Copyright © Oracle Corporation.

2009.lastname Under User Notification Preferences Select the checkbox “Send user name and password” Person Type = Employee Legal Employer = US1 Legal Entity Business Unit = US1 Business Unit Job = Buyer Grade = Mgmt02 Department = Support Center US Location = Headquarters Manager = Roth. b. d. n. c. Replace Lastname and Firstname with your own information: a. j. 4. 3.2. l. Enter the User details and select the Autoprovision Roles button. Calvin (Search with Name “Roth%”) Click “Autoprovision Roles” Button Observe the “Employee” Role gets added in the Role Requests Region Click “Save and Close“ Button Sign Out Copyright © Oracle Corporation. h. m. g. k. e. Last Name = Your Last Name First Name = Your First Name E-Mail address = your eMail address Hire date = 1/1/11 User Name = Your firstname. i. Create and Use a Procurement Business Unit Page 3 . All rights reserved. 5. f.

Navigator -> Tools > Setup and Maintenance “All Tasks” Tab > Search with Name “Provision Roles to Implementation Users” Click on Go to task Icon for “Provision Roles to Implementation Users” task. All rights reserved. 7. 9. This opens Oracle Identity Management (OIM) webpage. Select Administration (upper right hand corner) 11. Login as user prc_impl Password: The environment password is same for all users. 12. Search with Your user’s last name Select your user Select the Roles tab Copyright © Oracle Corporation. 10. Create and Use a Procurement Business Unit Page 4 . 2009. 8. so use the password that you received in email. 13.6.

x. 2009. i. cc. y. Select Assign and add the following roles: a. m. r. p. Receiving Manager (Or) Receiving Agent Copyright © Oracle Corporation. l. h. dd. Buyer Application Implementation Administrator Application Implementation Manager Accounts Payable Manager Accounts Payable Manager US1 Business Unit Financial Application Administrator US Department Set Financial Application Administrator US Location Set Financial Application Administrator US1 BU Set Financial Application Administrator US1 Business Unit HCM Applic Admin . u. All rights reserved. (Note: Search with “Supplier Contract Administrator” only as Label was changed in this environment.View All IT Security Manager Procurement Application Administrator Procurement Catalog Administrator Procurement Contract Administrator Procurement Manager Procurement Requester Procurement Requester US1 Business Unit Category Manager Supplier Administrator Supplier Manager Supplier Contract Administrator US1 Business Unit v. s. j. Create and Use a Procurement Business Unit Page 5 . ff.14. e. c. t. n. You can confirm the name if you hover over the Role Name column) Supplier Contract Manager Supplier Contract Manager US1 Business Unit Supplier Qualification Business Practices Director US1 Business Unit Enterprise Contract Administrator US1 Business Unit Warehouse Manager Warehouse Manager 001 Warehouse Manager 002 Warehouse Manager 003 Cost Accountant Product Manager gg. f. g. q. b. o. aa. it is the second Supplier Contract Administrator in the list. bb. d. w. k. z. ee.

2009. Click on “Reset Password” button 20. Close the Identify Manager and Sign Out Login as Your new user Enter the old password Temppass123 Enter a new password Fusion123 twice Click Submit Copyright © Oracle Corporation. 21.15. Click “Reset Password” at the top Select “Manually Change the Password” radio button Enter Temppass123 as the new password Check the “E-mail the new password to the user” option. 22. 19. 18. All rights reserved. 23. 16. Create and Use a Procurement Business Unit Page 6 . 24. 17.

All rights reserved. Click Next 7. start by selecting the Procurement offering by clicking the Include box. Supplier Portal. 5. Sourcing. select your user ID. you can just overwrite it. Supplier Qualification. Tip: If there is already a name in the Name field. If your Signon name does not appear in the “Assigned To” field. On the “Create Implementation Project: Select Offerings to Implement” page. Create and Use a Procurement Business Unit Page 7 . If not expanded.Create Implementation Project 1. Click the Create icon 4. This generates the Code for your project. and Procurement Contracts. 8. 6. Navigator -> Tools: Setup and Maintenance Left Pane (Regional Area) under Tasks > Implementations > Manage Implementation Projects 2. expand the Procurement selection and select the Include options for Self Service Procurement. 2009. Copyright © Oracle Corporation. Enter your initials plus " PRC Implementation Project " into the Name field. Click the Manage Implementation Projects Task 3. Hit Enter or click somewhere on the page.

Notice how tasks are organized with the common tasks. On the Implementation Project page. Click “Save and Open Project” button. Click Done Copyright © Oracle Corporation.9. a. c. Expand the Procurement top node to view the subsequent levels of the task list. 11. Application-specific tasks are listed at the end. All rights reserved. being listed first followed by common tasks across a product family. 2009. which are typically prerequisites. Create and Use a Procurement Business Unit Page 8 . You will use your implementation project as a guide for many of the remaining tasks. b. 10. your newly created implementation project is displayed beginning with the top most node of the auto-generated task list.

Create and Use a Procurement Business Unit Page 9 . Click on Go To Task Icon 4. “ES1 Location” c.Create Location 1. 2009. If not already there: Navigator -> Setup and Maintenance Click Manage Implementation Projects 2. Expand tasks and navigate to the Manage Locations task Procurement > Define Common Applications Configuration for Procurement > Define Enterprise Structures for Procurement > Define Enterprise for Procurement > Manage Locations. Enter City/State/Zip. Give the location a unique name with Your Initials and Unique number i.e "ES1L" d. All rights reserved. Select the Location Set as US Location Set b. Enter a code made up of your Initials + Unique Number + L i. Note that City/State/Zip is validated Copyright © Oracle Corporation. In the “Manage Locations” Page .Click the Create Icon 5.e. Enter the location details a. Select your Implementation project (starts with your initials) and click the name 3.

Click Submit button 7. From the Manage Locations page. 2009. All rights reserved. You will receive a warning and a confirmation message. please select Yes. click Done button Copyright © Oracle Corporation. then OK 8.6. Create and Use a Procurement Business Unit Page 10 .

Create and Use a Procurement Business Unit Page 11 . 5. For Manage Business Unit task . 7. 2009. From your Implementation project navigate to Procurement > Define Common Applications Configuration for Procurement > Define Enterprise Structures for Procurement > Define Business Units for Procurement > Manage Business Units 2. Click the Create Icon Enter the Business Unit name using your initials as the prefix Select the Location you created earlier Select the Default Set of US1BUSET Make sure the Active checkbox is enabled 8. click on the Go to Task Icon 3.Create Business Unit 1. 6. All rights reserved. 4. Click “Save and Close” button Copyright © Oracle Corporation.

e Active / Location / Manager of your business unit to select the record. select “Assign Business Unit Business Function” Task 10. From the project list. Create and Use a Procurement Business Unit Page 12 .9. Select your Business unit as Scope  The “Select Scope” window opens  Select the “Assign Business Unit Business Function” Radio button  In Business Unit Field select “Select and Add”  Click on “Apply and Go to Task” button  “Select and Add: Business Unit” page Opens . click on any other column i. All rights reserved. Search for your business unit  Note: Don’t click on the Business Unit name. Copyright © Oracle Corporation. 2009.  Click on “Save and Close” Button located at the bottom of the screen.

Under Financial Reporting Options Select the “Primary Ledger” as US Primary Ledger Select the “Default Legal Entity” as US1 legal entity Copyright © Oracle Corporation. 2009. Create and Use a Procurement Business Unit Page 13 .11. All rights reserved. Add the following Business Unit Functions by selecting the respective checkboxes  Materials Management  Payables Invoicing  Procurement  Procurement Contract Management  Receiving and  Requisitioning functions 12.

select the “Manage Business Unit Set Assignment” Task and click on “Go to Task” Icon 15. 2009. Click Save and Close From the project list. 14. All rights reserved.13. Create and Use a Procurement Business Unit Page 14 . Adjust the Reference Data Set Codes: Dashboard Templates = COMMON Departments = USDEPTS Grades = COMMON Jobs = COMMERCIALJOB Locations = USLOCS Performance Templates = COMMON Copyright © Oracle Corporation.

2009. In the Manage Service Providers Page . select the “Manage Service Provider Relationships” Task and click on “Go to Task” icon 18. All rights reserved.16. Create and Use a Procurement Business Unit Page 15 . Click “Save and Close” button From the project list. under “Procurement Service Providers” click the green + Add Row Icon Copyright © Oracle Corporation. 17.

select the row.19. 20. and select Done Review the Business units added and make sure the Active check box is enabled. select the row. Click “Save and Close” button Copyright © Oracle Corporation. and click on Apply button Search for business unit US1 Business Unit. All rights reserved. Search for your business unit. Create and Use a Procurement Business Unit Page 16 . 22. 2009. 21.

All rights reserved.Create Inventory Org 1. PRCORG1).g. PRCORG1) Tip: Remember (or) Make a note of the Organization code (e. which will help you in searching for the roles created automatically for your inventory Organization. Enter the Basic Information: Name : Enter Inventory Organization Name (e. In the Manage Inventory Organizations page click on the Create icon 3.g. From your Implementation project navigate to Procurement > Define Common Applications Configuration for Procurement > Define Enterprise Structures for Procurement > Define Facilities for Procurement > Manage Inventory Organizations Click on “Go to Task” icon 2.g. 2009. Management Business Unit : Your Business Unit Legal Entity : US1 Legal Entity Profit Center Business Unit : US1 Business Unit (Not Mandatory) Status : Active Copyright © Oracle Corporation. PRC Inventory Org) Organization : Enter Organization code (e. Create and Use a Procurement Business Unit Page 17 .

All rights reserved. Create and Use a Procurement Business Unit Page 18 . select below values Schedule : Operations Item Master Organization : Operations Copyright © Oracle Corporation. 5. 2009.Enter the Location Address details Name : Your Location (Which is created earlier) Internal or External : Internal 4. Click Next button to navigate to “Manage Inventory Organization Parameters“ page for your inventory organization. Under General Tab .

Create and Use a Procurement Business Unit Page 19 . From the “Lot.6. enter the below details Under “Lot Control” Section Uniqueness : No Uniqueness Control Under “Serial Number Generation” Section Starting Serial Number : 1 7. Serial Number. All rights reserved. and Packing Unit” tab. 8. Click “Save and Close” button Click Done Copyright © Oracle Corporation. 2009.

e Active / Location / Manager of your business unit to select the record. From your Implementation project navigate to Procurement > Define Purchasing Configuration > Define Business Function Configuration > Configure Procurement Business Function Click on “Go to Task” icon  The “Select Scope” window opens  Select the “Configure Procurement Business Function” Radio button  In Business Unit Field select “Select and Add”  Click on “Apply and Go to Task” button  “Select and Add: Business Unit” page Opens .  Click on “Save and Close” Button located at the bottom of the screen (You might need to scroll down). All rights reserved.Configure Business Unit Configure Procurement Business Function 1. click on any other column i. Search for your business unit  Note: Don’t click on the Business Unit name. Create and Use a Procurement Business Unit Page 20 . 2009. Copyright © Oracle Corporation.

All rights reserved.2. Enter the following under General section Payment Terms : Select any of the available options Shipping Method : Select any of the available options Freight Term : Select any of the available options Inventory Organization: Your Inventory Organization Line Type : Goods Currency : USD Conversion Rate Type: Corporate 3. 2009. Create and Use a Procurement Business Unit Page 21 . Enter the following under Purchasing section Maximum File Size Megabytes Maximum Lines in PDF : 20 MB : 1000 lines Copyright © Oracle Corporation.

5. Click “Save and Close” button You will receive a confirmation. click OK Copyright © Oracle Corporation. 2009. All rights reserved. Create and Use a Procurement Business Unit Page 22 .4.

4. Create and Use a Procurement Business Unit Page 23 .Configure Requisitioning Business Function 1. 2009. 2. Click “Save and Close” button You will receive a confirmation. click OK Copyright © Oracle Corporation. Under Requisitioning section : Enter One Time Location = “Headquarters” Under Purchasing section : Default Procurement BU = Your Business Unit : Ship to location = Your Location 3. From your Implementation project navigate to Procurement > Define Purchasing Configuration > Define Business Function Configuration > Configure Requisitioning Business Function Click on “Go to Task” icon to open “Configure Requisitioning Business Function” page for your Business Unit (Note: Select your Business Unit as Scope if scope is not already selected) 1. All rights reserved.

please wait for some time (Approx 10-15 Min) and try again. 2009. 9. 2. 3. So if you are not able to see your BU Specific roles. This opens Oracle Identity Management (OIM) webpage. All rights reserved. 6. Navigator -> Tools > Setup and Maintenance “All Tasks” Tab > Search with Name “Provision Roles to Implementation Users” Click on Go to task Icon for “Provision Roles to Implementation Users” task. 8. 1. 4. 5. Select Administration (upper right hand corner) 7. Search with Your User’s last name Select Your user Select the Roles tab Copyright © Oracle Corporation. Login as prc_impl / use the password that you received in email.Add the Roles for your BU Note: It might take some time for the roles to get automatically created for your Business Unit and Inventory Org. Create and Use a Procurement Business Unit Page 24 .

All rights reserved. To add all the generated Data roles at once. You need to perform the below steps to assign all of them to your User. 11. Copyright © Oracle Corporation.9. Select Assign        and add the following roles: Procurement Requester <your BU> Accounts Payable Specialist <your BU> Accounts Payable Manager <your BU> Accounts Payable Supervisor <your BU> Warehouse Manager <your Inventory Org> Warehouse Operator <your Inventory Org> Financial Application Administrator<your BU> Important Note: Many other Data Roles get automatically generated for your Business Unit and Inventory Org.g. All the data roles generated for your Business Unit will be displayed. 2009. Select all the roles (select one role and Control+A) and click on “Add” button to add all roles in one shot to your user. 10. simply search with Your Business Unit name (e. 12. Create and Use a Procurement Business Unit Page 25 . %PRC Business%) .

%PRCORG1%) Note: Check your Inventory Organization setup to find the Organization Code specified in the “Organization field”. Close the Identity Manager window 17. You need to search with your Inventory Organization Code (e. 16.13. Similarly Assign all roles related to your Inventory Organization 14. Copyright © Oracle Corporation. All rights reserved. 15.g. In search results select all the records (select one record and Control+A) and click on “Add” button to add all roles in one shot to your user. 2009. Create and Use a Procurement Business Unit Page 26 . Sign Off of the Application.

120.10. 1.000  Miscellaneous = 101.000.000  Realized Loss Distribution = 101.000.000 Under Currency Conversion Section  Conversion Rate Type : Corporate  Realized Gain Distribution = 101. All rights reserved.000  Freight = 101.000  Discount Taken = 101.000.120.13500.78630.62510.78610.000  Conversion Rate Variance Loss = 101. Create and Use a Procurement Business Unit Page 27 .10.120.000.000.77600.000  Conversion Rate Variance Gain = 101.000  Prepayment = 101.000.120.10.120.60540. From your Implementation project navigate to Procurement > Define Purchasing Configuration > Define Business Function Configuration > Manage Common Options for Payables and Procurement Click on “Go to Task” icon to open “Manage Common Options for Payables and Procurement” page for your Business Unit (Note: Select your Business Unit as Scope if scope is not already selected) 2.10.78630.10.Manage Common Options for Payables and Procurement Important Note: If you see any errors while opening this page for the first time then please do the below steps  Clear browser cache / Temporary internet files  Logout of the application and close the browser  Reopen the browser and login to fusion applications  Try opening this page.000.22100.10.000.000.78610.120. Enter the following configuration (enter (or) copy/paste and modify as indicated): Under Default Distributions Section:  Liability = 101.000.10.000.000 Copyright © Oracle Corporation.10.120.10. 2009.

2009.Under Expense Accruals Section  Accrue Expense Items : At receipt 3. All rights reserved. Copyright © Oracle Corporation. Click “Save and Close” button. Create and Use a Procurement Business Unit Page 28 .

Click on “Go to Task” icon 3. 2009. In Organization field : Select Your Inventory Organization and Click OK 5. All rights reserved.Manage Receiving parameters 1. Create and Use a Procurement Business Unit Page 29 . Set the options as follows: General Section Receipt Routing : Direct delivery Allow substitute receipts : No Receipt Number Section Generation : Automatic Type : Numeric Next Number : 1 RMA Section Receipt Routing : Direct Delivery RMA Validate Lots : Unrestricted Copyright © Oracle Corporation. From your Implementation project navigate to Procurement > Define Receiving Configuration for Procurement > Manage Receiving Parameters 2. Select Organization window opens 4.

All rights reserved.6. 2009. Create and Use a Procurement Business Unit Page 30 . Click “Save and Close” button Copyright © Oracle Corporation.

Workaround: Clear value in the field and just enter your Business unit in the field manually. 2009. Create and Use a Procurement Business Unit Page 31 . It’s a bug in that particular field. All rights reserved. Select the record and click on Name. Navigator -> Manage Resources > Manage Users 3. Sign Out of the application Copyright © Oracle Corporation. 6. Click Save and Close 7. 5.Anderson (Use the same password received in email) 2. click search 4.Change Your Primary Job Assignment 1. Login as Betty. Under Employee Information section change the Business Unit to your Business Unit NOTE: When you search for a business Unit via search icon you might get an error. Search with Users Last Name.

Create and Use a Procurement Business Unit Page 32 . All rights reserved. 2009.Configure BU Tax (turn it off) 1. just click beside it or in other column (Tax Regime Name / Country ) to select the record. Login with your user name From your Implementation project navigate to Procurement > Define Common Procurement Configuration > Define Tax configuration > Manage Tax Regimes 3. Copyright © Oracle Corporation. Search for Country starts with “Un” Search Results: will display "US Sales and Use Tax" Note: Don't click on the name ‘US Sales and Use Tax’. then the Edit (pencil icon) will be enabled. 2. Click on the edit icon. Click on “Go To Task” Icon 4.

All rights reserved. so that the “ + ” Icon will be visible to select Copyright © Oracle Corporation. click on the Arrow Icon “ >> ”. Create and Use a Procurement Business Unit Page 33 . Under Configuration Options select the + add row icon Note: If you don’t see the + icon. 2009.5.

Create and Use a Procurement Business Unit Page 34 . Information Message will be displayed .Under “Configuration Options and Service Subscriptions” section click on icon to create a new configuration with the below details 6. Click Done Copyright © Oracle Corporation.     Party Name = Your Business Unit Configuration for Taxes and Rules = Common configuration with party override Configuration for Product Exceptions = Common configuration Effective Date = 1/1/50 7. Click OK 9. 2009. Click “Save and Close” Button 8. All rights reserved.

Create and Use a Procurement Business Unit Page 35 . 14. 12. 13. All rights reserved. Select Scope window will open Select “Manage Configuration Owner Tax Options” Radio Button For “Tax Regime” select value – Select and Add Click on “Apply and Go to Task” button Copyright © Oracle Corporation. Click on “Go to Task” icon 11. For “Manage Configuration Owner Tax Options” Task. 2009.10.

2009. Click the Create Icon Copyright © Oracle Corporation. All rights reserved. Search in Country Field: search with “Un%” Select the US Sales and Use Tax regime Click on “Save and Close” button (At the bottom of the screen) 18.15. 16. 17. Create and Use a Procurement Business Unit Page 36 . Manage Configuration Owner Tax Options – Page will open 19.

20.
21.
22.

Configuration Owner field - Enter Your Business Unit
Event Class = Purchase Requisition for Enterprise Tax
Start date 1/1/11

Under Default Tax Options
23.
24.

Regime Determination Set = STCC (Standard Tax Classification Codes )
Allow tax applicability option - Turn off (Uncheck)

25.

Click “Save and Create Another” button

26.
27.
28.

Configuration Owner field - Enter Your Business Unit
Event Class = Purchase Order and Agreements for Enterprise Tax
Start date 1/1/11

Under Default Tax Options
29.
30.

Regime Determination Set = STCC (Standard Tax Classification Codes)
Allow tax applicability option - Turn off (Uncheck)

31.

Click “Save and Create Another” button
Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

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32.
33.
34.

Configuration Owner field - Enter Your Business Unit
Event Class = Change Orders for Enterprise Tax
Start date 1/1/11

Under Default Tax Options
35.
36.

Regime Determination Set = STCC (Standard Tax Classification Codes)
Allow tax applicability option - Turn off (Uncheck)

37.
38.

Click Save and Close Button
Click Done Button

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

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Manage Procurement Agents

1. From your Implementation project navigate to
Procurement > Define Common Procurement Configuration > Manage Procurement
Agents
Click on “Go To Task” Icon

2. Manage Procurement Agent page opens , Click the Create Icon
3. Create Procurement Agent page opens
Procurement BU : Your Business Unit
Agent: Your Employee
Note: If you User is not available to select in Agent field, make sure you the
below roles are added to your User:
 Buyer
 Supplier Administrator
 Procurement Manager
Default Requisitioning BU : Your Business Unit
Under Agent Access Region :
Select “Allowed” Check box for all the available Actions
Select “Full” for Access to Other Agent’s Documents

Copyright © Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

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Create and Use a Procurement Business Unit Page 40 .4. 2009. Click Create Icon 7. Click Save and Close 5. All rights reserved. Click OK for the confirmation message 6. Setup the same options for Your user and Business Unit “US1 Business Unit” Note: You can create multiple agents within “Create Procurement Agent” page without navigating back to “Manage Procurements Agents” page by using the option – “Save and Create Another” option under “Save and Close” Button Copyright © Oracle Corporation.

Click on “Go to Task” icon 3. 4. 2009. The “Configure Procurement Business Function (Your Business Unit)” will be opened. PRC423. Superuser ) Copyright © Oracle Corporation. Click OK for the confirmation message 10. Click Done NOTE: Once the Procurement agent setup is completed.g. you need to update your User name as Buyer in the Configure Procurement Business Function 1. Click “Save and Close” button 9. All rights reserved. Create and Use a Procurement Business Unit Page 41 . Buyer: Select Your User (e. From your Implementation project navigate to Procurement > Define Purchasing Configuration > Define Business Function Configuration > Configure Procurement Business Function Note: Select your Business Unit as Scope if scope is not already selected 2.8.

Click “Save and Close” button Copyright © Oracle Corporation. 2009. All rights reserved. Create and Use a Procurement Business Unit Page 42 .5.

4. Select and Click on the name “Expense Accrual Account – Business Unit” (or) select the record “Expense Accrual Account – Business Unit” and click on Edit icon . In the Chart of Accounts table select the US Chart of Accounts row. Copyright © Oracle Corporation.g. Create and Use a Procurement Business Unit Page 43 to add a new . PRC Business Unit) as you have to enter the exact name in a free text field. 1. For the Manage Mapping Sets Task click “Go to Task” icon 3. 2009. From your Implementation project navigate to Procurement > Define Common Procurement Configuration > Define Transaction Accounting for Procurement > Define Transaction Account Rules > Define Transaction Accounts > Manage Mapping Sets 2. In the US Chart of Accounts: Mappings section (third table). click record. 5. All rights reserved.Configure Transaction Accounting Note: For this setup make a note of the Business Unit name you created (e.

24220.6. Enter an Effective Start Date = 01/01/2015 9.000.000 into the Output field (this will be the expense Accrual account mapped to your business unit). Enter 101.000. 8.10. Note: This is a free text field and there is no validation on this field 7. Click “Save and Close” button 10. 2009. Create and Use a Procurement Business Unit Page 44 . Click Done Copyright © Oracle Corporation. All rights reserved. Enter your business unit name (Enter the exact name of your business unit which you copied earlier) into the Input field.

6. Create and Use a Procurement Business Unit Page 45 . All rights reserved. Navigator -> Procurement -> Suppliers The Suppliers Work Area opens. PRC Supplier) Select Business Relationship as “Spend Authorized” Select Tax Organization Type as “Corporation” Click Create Copyright © Oracle Corporation. Enter the Supplier Name starting with your initials (e. On the left pane click on “Create Supplier” task 4.Create Supplier and Supplier Site 1.g. 7. 2009. 2. 5. 3.

All rights reserved. 12.8. Click the Create Icon Enter an Address with all Address Purposes (Ordering. Click “Save and Close” button Click OK for the confirmation Copyright © Oracle Corporation. 11. Select the “Addresses” tab 9. Remit to . 2009. 10. RFQ or Bidding) selected. Create and Use a Procurement Business Unit Page 46 .

Copyright © Oracle Corporation. 15.13. Procurement BU : Select Your BU Address Name : select your address Site : Enter a Site name (Or leave the defaulted value) Click “Save” button 18. All rights reserved. Create and Use a Procurement Business Unit Page 47 . Select the Receiving tab for the site and set the “Receipt Routing” to Direct Delivery. Select the Sites Tab and Click the Create Icon 14. 16. 2009. 17.

24. Click Save Select the Site Assignments tab 21. 2009.19. Click “Autocreate Assignments” Set the Bill To Location = Your location 23. Click “Save and Close” Click OK at the confirmation Copyright © Oracle Corporation. 20. Create and Use a Procurement Business Unit Page 48 . All rights reserved. 22.

25. Enter the Contact details Note: E-Mail is mandatory if you wish to create a Supplier Portal user account. 27. All rights reserved. Click on created 28. 2009. Under “User Account” click on “Create User Account” radio button and select the address you already Copyright © Oracle Corporation. Create and Use a Procurement Business Unit Page 49 . Click “Contacts” Tab and click on Create Icon 26. Under “Contact Address”.

we will discuss about this feature in the workshop). 31. Create and Use a Procurement Business Unit Page 50 . Click “Save and Close” button Again click “Save and Close” button Copyright © Oracle Corporation. 30. Observe that the roles get automatically assigned (this is a setup configuration.29. All rights reserved. 2009.

> Purchasing 2.> Procurement . 2009. Create and Use a Procurement Business Unit Page 51 . Click Create Copyright © Oracle Corporation. On Left side Pane : Tasks > Agreements > Click “Create Agreement” task 3. Navigator .Create Agreements 1. Enter the information : Style : Blanket Purchase Agreement Procurement BU: Your Business Unit Supplier / Site / Contact : Your Supplier Currency and Buyer: Keep the defaulted values 4. All rights reserved.

com/newimages/fwi_classiclacquers/classic_large.5. All rights reserved. Create and Use a Procurement Business Unit Page 52 .retro51.jpg Copyright © Oracle Corporation. 2009. Select the Edit Icon to modify the line details in a new window Under “Item Attributes” Enter the below URL for both the fields “Image URL” and “Thumbnail Image” http://www. Under Lines region : Click the + Add Icon Enter the line details  Type = Goods  Description = Retro 51 Tornado Red Pen  Category Name = Pens and Pencils  UOM Ea  Price = 25 7. 6. 8.

Click Ok Select the Controls Tab Review the “Business Unit Access” and “Automatic Process” Controls 12.9. Click Submit 13. Create and Use a Procurement Business Unit Page 53 . You will receive a confirmation. 11. 10. 2009. All rights reserved. click Ok Copyright © Oracle Corporation.

All rights reserved. 2. 2009. Procurement BU : Select Your Business Unit Catalog : Enter a Catalog name starting with your initials Description: Enter user defined description Under Agreements > Select “Include items from all agreements” Option Under Categories > Select “Include items from all categories” Option Click “Save and Close” button Click OK for the confirmation Copyright © Oracle Corporation. Click “Create Local Catalog” Button 4. Enter details as specified below :      5.Create Catalog 1. Navigator -> Procurement -> Catalogs Click the “Manage Catalogs” Task 3. 6. Create and Use a Procurement Business Unit Page 54 .

Still in the Catalogs work area. Click the Create Icon Select your Procurement BU and give the Content Zone a name with your initials 4. 5. 2009. 9. Click Save and Close Click OK for the confirmation Copyright © Oracle Corporation. 3. select the “Manage Content Zones” Task 2. In the Security section: Click the Select and Add icon Select Your Business Unit and click Done 8. All rights reserved. In the Catalogs section: Click the Select and Add icon Select Your Catalog and click Done 6. 7.Create Content Zone 1. Create and Use a Procurement Business Unit Page 55 .

000. 2009.60540. Enter a Nick name and Charge account: 101. Right side Bottom -> “Requisition Preferences” Click “Edit” button a.10.Create Requisition 1.000 Copyright © Oracle Corporation. Deliver-to Location : Select Your Location c. Under “Favorite Charge Accounts” click d.000. All rights reserved. Navigator -> My Information: Procurement -> Purchase Requisitions 2. Requisitioning BU : Select Your Business Unit b. Create and Use a Procurement Business Unit Page 56 .

Click “Add to Requisition” button 6. Item gets added to the Requisition area Copyright © Oracle Corporation. 2009. Under Search Catalog Search “Pens” 5. Create and Use a Procurement Business Unit Page 57 .3. Click “Save and Close” 4. All rights reserved. You should now be able to shop for your Pen .

All rights reserved.7. Click Submit Button 9. Click OK on the confirmation message 10. Create and Use a Procurement Business Unit Page 58 . Click “Edit and Submit” button 8. You will receive a notification that Requisition is approved Copyright © Oracle Corporation. 2009.

automatically Purchase order gets created (Might take some time > 4hrs). After requisition is approved. Copyright © Oracle Corporation. Create and Use a Procurement Business Unit Page 59 . 2009.11. All rights reserved.