Procurement Business Unit

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
Page ii
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
Page 1
Create your User

1.
Login as betty.anderson
Password: The environment password is same for all users, so use the
that you received in email.
password
Note: When performing practices, you sometimes need to log in with different
Usernames (such as betty.anderson or PRC_IMPL, for example.) This is required
because in the training environment those users have specific roles assigned
that enable them to perform specific setup steps.
2.
Navigator -> Manage Resources -> Manage Users
1.
Click the Create Icon
Page 2
2.
Enter the User details and select the Autoprovision Roles button. Replace
Lastname and Firstname with your own information:
a.
b.
c.
d.
e.
f.
g.
h.
i.
j.
k.
l.
m.
n.
3.
4.
5.
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.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, 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
Page 3
6.
7.
8.
9.
Login as user prc_impl

Password: The environment password is same for all users, so use the password
that you received in email.
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. This
opens Oracle Identity Management (OIM) webpage.
10.
Select Administration (upper right hand corner)
11.
12.
13.
Search with Your users last name

Select your user
Select the Roles tab
Page 4
14.
Select Assign
and add the following roles:
a.
b.
c.
d.
e.
f.
g.
h.
i.
j.
k.
l.
m.
n.
o.
p.
q.
r.
s.
t.
u.
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 - 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.
w.
x.
y.
z.
aa.
bb.
cc.
dd.
ee.
ff.
(Note: Search with Supplier Contract Administrator only as Label was changed in
this environment; it is the second Supplier Contract Administrator in the list. 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
Cost Accountant
Product Manager
gg. Receiving Manager (Or) Receiving Agent

Page 5
15.
16.
17.
18.
19.
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.
Click on Reset Password button
20.
21.
22.
23.
24.
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
Page 6
Create Implementation Project

1. Navigator -> Tools: Setup and Maintenance
Left Pane (Regional Area) under Tasks > Implementations > Manage Implementation
Projects
2. Click the Manage Implementation Projects Task
3. Click the Create icon

4. Enter your initials plus " PRC Implementation Project " into the Name field.
Hit Enter or click somewhere on the page. This generates the Code for your project.
Tip: If there is already a name in the Name field, you can just overwrite it.
5. If your Signon name does not appear in the Assigned To field, select your user ID.
6. Click Next
7. On the Create Implementation Project: Select Offerings to Implement page, start by

selecting the Procurement offering by clicking the Include box.
8. If not expanded, expand the Procurement selection and select the Include options for Self
Service Procurement, Supplier Portal, Sourcing, Supplier Qualification, and Procurement
Contracts.
Page 7
9. Click Save and Open Project button.

10. On the Implementation Project page, your newly created implementation project is
displayed beginning with the top most node of the auto-generated task list.
a. Expand the Procurement top node to view the subsequent levels of the task list.
b. Notice how tasks are organized with the common tasks, which are typically
prerequisites, being listed first followed by common tasks across a product family.
Application-specific tasks are listed at the end.
c. You will use your implementation project as a guide for many of the remaining
tasks.
11. Click Done
Page 8
Create Location
1. If not already there: Navigator -> Setup and Maintenance
Click Manage Implementation Projects
2. Select your Implementation project (starts with your initials) and click the name
3. 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.
Click on Go To Task Icon
4. In the Manage Locations Page - Click the Create Icon

5. Enter the location details
a. Select the Location Set as US Location Set
b. Give the location a unique name with Your Initials and Unique number i.e.
ES1 Location
c. Enter a code made up of your Initials + Unique Number + L i.e "ES1L"
d. Enter City/State/Zip. Note that City/State/Zip is validated
Page 9
6. Click Submit button

7. You will receive a warning and a confirmation message, please select Yes, then OK
8. From the Manage Locations page, click Done button
Page 10
Create Business Unit
1.
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.
For Manage Business Unit task , click on the Go to Task Icon
3.
4.
5.
6.
7.

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 Save and Close button

Page 11
9.
From the project list, select Assign Business Unit Business Function Task
10.
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 , Search for your business unit
Note: Dont click on the Business Unit name, click on any other column i.e
Active / Location / Manager of your business unit to select the record.
Click on Save and Close Button located at the bottom of the screen.
Page 12
11.
Add the following Business Unit Functions by selecting the respective checkboxes
Materials Management
Payables Invoicing
Procurement
Procurement Contract Management
Receiving and
Requisitioning functions
12.
Under Financial Reporting Options

Select the Primary Ledger as US Primary Ledger
Select the Default Legal Entity as US1 legal entity
Page 13
13.
14.
Click Save and Close

From the project list, select the Manage Business Unit Set Assignment Task and
click on Go to Task Icon
15.
Adjust the Reference Data Set Codes:

Dashboard Templates = COMMON
Departments = USDEPTS
Grades = COMMON
Jobs = COMMERCIALJOB
Locations = USLOCS
Performance Templates = COMMON
Page 14
16.
17.

From the project list, select the Manage Service Provider Relationships Task and
click on Go to Task icon
18.
In the Manage Service Providers Page , under Procurement Service Providers

click the green + Add Row Icon
Page 15
19.
20.
21.
Search for your business unit, select the row, and click on Apply button
Search for business unit US1 Business Unit, select the row, and select Done
Review the Business units added and make sure the Active check box is enabled.
22.
Page 16
Create Inventory Org

1.

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.
In the Manage Inventory Organizations page click on the Create icon
3.
Enter the Basic Information:

Name
: Enter Inventory Organization Name (e.g. PRC Inventory Org)
Organization : Enter Organization code (e.g. PRCORG1)
Tip: Remember (or) Make a note of the Organization code (e.g. PRCORG1), which
will help you in searching for the roles created automatically for your inventory
Organization.
Management Business Unit : Your Business Unit
Legal Entity
: US1 Legal Entity
Profit Center Business Unit : US1 Business Unit (Not Mandatory)
Status
: Active
Page 17
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.
5.
Under General Tab , select below values

Schedule
: Operations
Item Master Organization : Operations
Page 18
6.
From the Lot, Serial Number, and Packing Unit tab, enter the below details
Under Lot Control Section
Uniqueness : No Uniqueness Control
Under Serial Number Generation Section
Starting Serial Number : 1
7.
8.

Click Done
Page 19
Configure Business Unit
Configure Procurement Business Function

1.

Procurement > Define Purchasing Configuration > Define Business Function
Configuration > Configure Procurement Business Function
The Select Scope window opens
Select the Configure Procurement Business Function Radio button
In Business Unit Field select Select and Add
Select and Add: Business Unit page Opens , Search for your business unit
Note: Dont click on the Business Unit name, click on any other column i.e
Active / Location / Manager of your business unit to select the record.
Click on Save and Close Button located at the bottom of the screen (You might
need to scroll down).
Page 20
2.
Enter the following under General section

Payment Terms
: Select any of the available options
Shipping Method
Freight Term
Inventory Organization: Your Inventory Organization
Line Type
: Goods
Currency
: USD
Conversion Rate Type: Corporate
3.
Enter the following under Purchasing section

Maximum File Size Megabytes
Maximum Lines in PDF
: 20 MB
: 1000 lines
Page 21
4.
5.

You will receive a confirmation, click OK
Page 22
Configure Requisitioning Business Function

1. From your Implementation project navigate to
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.
2.
Under Requisitioning section : Enter One Time Location = Headquarters

Under Purchasing section
: Default Procurement BU = Your Business Unit
: Ship to location = Your Location
3.
4.

You will receive a confirmation, click OK
Page 23
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. So if you are not able to see your BU Specific
roles, please wait for some time (Approx 10-15 Min) and try again.
1.
2.
3.
4.
Login as prc_impl / use the password that you received in email.

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.
5.
6.
This opens Oracle Identity Management (OIM) webpage.

Select Administration (upper right hand corner)
7.
8.
9.
Search with Your Users last name

Select Your user
Select the Roles tab
Page 24
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. You need to perform the below steps to assign all of them to your User.
10. To add all the generated Data roles at once, simply search with Your Business Unit name
(e.g. %PRC Business%) .
11. All the data roles generated for your Business Unit will be displayed.
12. 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.
Page 25
13. Similarly Assign all roles related to your Inventory Organization

14. You need to search with your Inventory Organization Code (e.g. %PRCORG1%)
Note: Check your Inventory Organization setup to find the Organization Code
specified in the Organization field.
15. 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.
16. Close the Identity Manager window
17. Sign Off of the Application.
Page 26
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.
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. Enter the following configuration (enter (or) copy/paste and modify as indicated):
Under Default Distributions Section:
Liability = 101.10.22100.000.000.000
Prepayment = 101.10.13500.000.000.000
Conversion Rate Variance Gain = 101.10.78630.120.000.000
Conversion Rate Variance Loss = 101.10.78630.120.000.000
Discount Taken = 101.10.77600.120.000.000
Miscellaneous = 101.10.60540.120.000.000
Freight = 101.10.62510.120.000.000
Under Currency Conversion Section
Conversion Rate Type : Corporate
Realized Gain Distribution = 101.10.78610.120.000.000
Realized Loss Distribution = 101.10.78610.120.000.000
Page 27
Under Expense Accruals Section

Accrue Expense Items : At receipt
3. Click Save and Close button.
Page 28
Manage Receiving parameters

Procurement > Define Receiving Configuration for Procurement > Manage
Receiving Parameters
2. Click on Go to Task icon

3. Select Organization window opens
4. In Organization field : Select Your Inventory Organization and Click OK
5. 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
Page 29
6. Click Save and Close button
Page 30
Change Your Primary Job Assignment
1. Login as Betty.Anderson (Use the same password received in email)

2. Navigator -> Manage Resources > Manage Users
3. Search with Users Last Name, click search
4. Select the record and click on Name.
5. 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.
Its a bug in that particular field.
Workaround: Clear value in the field and just enter your Business unit in the field
manually.
6. Click Save and Close
7. Sign Out of the application
Page 31
Configure BU Tax (turn it off)
1.
2.
Login with your user name

Procurement > Define Common Procurement Configuration > Define Tax
configuration > Manage Tax Regimes
3. Click on Go To Task Icon

4. 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, just click beside it or in other
column (Tax Regime Name / Country ) to select the record, then the Edit (pencil icon)
will be enabled. Click on the edit icon.
Page 32
5. Under Configuration Options select the + add row icon

Note: If you dont see the + icon, click on the Arrow Icon >> , so that the +
Icon will be visible to select
Page 33
Under Configuration Options and Service Subscriptions section click on

icon to create a new configuration with the below details
6.
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.
8.
Information Message will be displayed , Click OK
9.
Click Done
Page 34
10.
For Manage Configuration Owner Tax Options Task, Click on Go to Task icon
11.
12.
13.
14.
Select Scope window will open

Select Manage Configuration Owner Tax Options Radio Button
For Tax Regime select value Select and Add
Page 35
15.
16.
17.
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.
Manage Configuration Owner Tax Options Page will open
19.
Page 36
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.

Event Class = Purchase Order and Agreements for Enterprise Tax
Start date 1/1/11

29.
30.
Regime Determination Set = STCC (Standard Tax Classification Codes)

31.
Click Save and Create Another button

Page 37
32.
33.
34.

Event Class = Change Orders for Enterprise Tax
Start date 1/1/11

35.
36.
Regime Determination Set = STCC (Standard Tax Classification Codes)

37.
38.

Click Done Button
Page 38
Manage Procurement Agents

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 Agents Documents
Page 39

5. Click OK for the confirmation message
6. Click Create Icon
7. 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
Page 40

9. Click OK for the confirmation message
10. Click Done
NOTE:
Once the Procurement agent setup is completed, you need to update your User name as Buyer in
the Configure Procurement Business Function
1.

Configuration > Configure Procurement Business Function
Note: Select your Business Unit as Scope if scope is not already selected
2.
3.
The Configure Procurement Business Function (Your Business Unit) will be

opened.
4.
Buyer: Select Your User (e.g. PRC423, Superuser )
Page 41
5.
Page 42
Configure Transaction Accounting
Note: For this setup make a note of the Business Unit name you created (e.g. PRC Business Unit)
as you have to enter the exact name in a free text field.
Procurement > Define Common Procurement Configuration > Define Transaction
Accounting for Procurement > Define Transaction Account Rules > Define Transaction
Accounts > Manage Mapping Sets
2. For the Manage Mapping Sets Task click Go to Task icon

3. 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
4. In the Chart of Accounts table select the US Chart of Accounts row.

5. In the US Chart of Accounts: Mappings section (third table), click
record.
Page 43
to add a new
6. Enter your business unit name (Enter the exact name of your business unit which you
copied earlier) into the Input field.
Note: This is a free text field and there is no validation on this field
7. Enter 101.10.24220.000.000.000 into the Output field (this will be the expense
Accrual account mapped to your business unit).
8. Enter an Effective Start Date = 01/01/2015

10. Click Done
Page 44
Create Supplier and Supplier Site
1.
2.
3.
Navigator -> Procurement -> Suppliers

The Suppliers Work Area opens.
On the left pane click on Create Supplier task
4.
5.
6.
7.
Enter the Supplier Name starting with your initials (e.g. PRC Supplier)
Select Business Relationship as Spend Authorized
Select Tax Organization Type as Corporation
Click Create
Page 45
8.
Select the Addresses tab
9.
10.

Enter an Address with all Address Purposes (Ordering, Remit to , RFQ or Bidding)
selected.
11.
12.

Click OK for the confirmation
Page 46
13.
Select the Sites Tab and Click the Create Icon
14.
15.
16.
17.
Procurement BU : Select Your BU

Address Name : select your address
Site : Enter a Site name (Or leave the defaulted value)
Click Save button
18.
Select the Receiving tab for the site and set the Receipt Routing to Direct Delivery.
Page 47
19.
20.
Click Save
Select the Site Assignments tab
21.
22.
Click Autocreate Assignments

Set the Bill To Location = Your location
23.
24.

Click OK at the confirmation
Page 48
25.
Click Contacts Tab and click on Create Icon
26.
Enter the Contact details

Note: E-Mail is mandatory if you wish to create a Supplier Portal user account.
27.
Under Contact Address, Click on

created
28.
Under User Account click on Create User Account radio button
and select the address you already
Page 49
29.
30.
31.
Observe that the roles get automatically assigned (this is a setup configuration, we
will discuss about this feature in the workshop).
Again click Save and Close button
Page 50
Create Agreements
1.
Navigator - > Procurement - > Purchasing
2.
On Left side Pane : Tasks > Agreements > Click Create Agreement task
3.
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.
Click Create
Page 51
5.
6.
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.
8.
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.retro51.com/newimages/fwi_classiclacquers/classic_large.jpg
Page 52
9.
10.
11.
Click Ok
Select the Controls Tab
Review the Business Unit Access and Automatic Process Controls
12.
Click Submit
13.
You will receive a confirmation, click Ok
Page 53
Create Catalog
1.
2.
Navigator -> Procurement -> Catalogs

Click the Manage Catalogs Task
3.
Click Create Local Catalog Button
4.
Enter details as specified below :
5.
6.
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

Page 54
Create Content Zone
1.
Still in the Catalogs work area, select the Manage Content Zones Task
2.
3.

Select your Procurement BU and give the Content Zone a name with your initials
4.
5.
In the Catalogs section: Click the Select and Add icon

Select Your Catalog and click Done
6.
7.
In the Security section: Click the Select and Add icon

Select Your Business Unit and click Done
8.
9.

Page 55
Create Requisition
1. Navigator -> My Information: Procurement -> Purchase Requisitions
2. Right side Bottom -> Requisition Preferences Click Edit button
a. Requisitioning BU : Select Your Business Unit

b. Deliver-to Location : Select Your Location
c. Under Favorite Charge Accounts click
d. Enter a Nick name and Charge account: 101.10.60540.000.000.000
Page 56

4. You should now be able to shop for your Pen , Under Search Catalog Search Pens
5. Click Add to Requisition button
6. Item gets added to the Requisition area

Page 57
7. Click Edit and Submit button
8. Click Submit Button
9. Click OK on the confirmation message

10. You will receive a notification that Requisition is approved
Page 58
11. After requisition is approved, automatically Purchase order gets created (Might take some
time > 4hrs).
Page 59

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Create and Use a Procurement

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

End to End New Business Unit

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Create your User

Navigator -> Manage Resources -> Manage Users

Click the Create Icon

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Last Name = Your Last Name

Click Autoprovision Roles Button

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Login as user prc_impl

Select Administration (upper right hand corner)

Search with Your users last name

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

and add the following roles:

gg. Receiving Manager (Or) Receiving Agent

Create and Use a Procurement Business Unit

Click Reset Password at the top

Close the Identify Manager and Sign Out

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Create Implementation Project

3. Click the Create icon

7. On the Create Implementation Project: Select Offerings to Implement page, start by

Create and Use a Procurement Business Unit

9. Click Save and Open Project button.

11. Click Done

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

4. In the Manage Locations Page - Click the Create Icon

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

6. Click Submit button

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Create Business Unit

From your Implementation project navigate to

For Manage Business Unit task , click on the Go to Task Icon

Click the Create Icon

Click Save and Close button

Create and Use a Procurement Business Unit

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

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Under Financial Reporting Options

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Click Save and Close

Adjust the Reference Data Set Codes:

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit

Click Save and Close button