This is not a comprehensive BR100, but this article will give you an outline of the steps to implement Oracle

iProcurement using Punchouts. I will try to cover as many steps for full cycle iProcurement implementation using Punchouts. This is due to email requests & the comment requests that I received to write something on iProcurement implementation. What is a punchout? In your iProcurement homepage, your suppliers can raise requisition to buy items like stationary. By punchout, we integrate iProcurement with Suppliers website. From a users perspective below steps take place:1. Buyer logs into iProcurement Homepage 2. Buyer then sees various suppliers for which punchouts are enabled [depending on their security via realm & secured attributes] 3. Buyer clicks on a stationary supplier and browser displays supplier’s website. 4. Buyer selects the items on supplier website and adds them to his cart. 5. Buyer checks out the basket from Suppliers iStore [website] 6. The items selected are brought in as “Shopping Basket in iProcurement” 7. Requisition is created in iProcurement and sent for Approval [can be auto approved].

Typical iProcurement Steps [assuming no encumbrances setup] a. Create Requisition b. Approve Requisition c. Auto-create & auto-approve Purchase Orders for approved requisitions. d. Send PO XML to Supplier [if approver is setup as trading partner for XML PO] e. Create receipts for goods [optional depending on setup] -----Other non iProc steps---f. Supplier sends Invoice electronically [posts to your XML Gateway electronically] g. Invoice is Matched, Approved & Paid Account Generation for iProcurement Requisition Decide the rules for your account generation. For this you will need to customize “PO Requisition Account Generator”. For details of account generator implementation visit link Account Generation using Workflow . You may also visit Rebuilding Generated Account in iProcurement 11.5.10 using OA Framework

PO Create Documents Workflow In iProc you create Requisitions, which then get converted to a Purchase Order using workflow “PO Create Documents”. In this workflow, you must examine & modify the default values of following attributes[sample defaults values listed below]:Is Automatic Creation Allowed -- Y Should PO be created from iProc requisition without user intervention. Is Automatic Approval Allowed – Y Should Contract be used to auto create Doc ïƒ Y Should non-catalog request be auto sourced from contract ïƒ Y Is Contract Required on Requisition Line ïƒ N There could be other attributes of your interest, but my implementation involved usage of contracts to create Purchase Orders. We have a blanket contract against each iProc supplier. The values above for those attributes are merely indicative of one scenario.

PO Requisition Approval Workflow Similarly for workflow “PO Requisition Approval”, assign a default value for attribute Send PO Auto-creation to Background ïƒ N

This means.] POR_BILLING_CHARGE_ACCOUNT_R POR_BILLING_MULT_CHARGE_AC_R You will also set the profile options to relate to those regions for Accounting KFF POR: Edit Account Regions: POR_BILLING_CHARGE_ACCOUNT_R POR: Multiple Account Regions: POR_BILLING_MULT_CHARGE_AC_R Charge Account Flexfield Display-On or after 11. then you would be using AK Developer.. as soon as a Requisition is approved.5.5. Hence you no longer have to touch the “AK Developer” Indicative Profile options for iProcurement [Assuming punchout implemented & no local hosting of catalogs] Profile Indicate Attachments Site Yes Note Show attachment icon .10..X [depending upon the number of segments in your accounting flexfield.10.5. You will modify below AK regions to enable region items POR_CHARGE_ACCT_SEG1.10 You can use personalization to decide which segments are visible in Accounting Flexfield in iProc. the creation of Purchase Order is kicked off [rather than wait for workflow background process] Charge Account Flexfield Display-Prior to 11.5.10 If you are not on 11. Prior to 11.

crt Used for https punchout POR: Emergency Requisitions Restrict To Templates No POR: Goods Line Type Goods POR: Override Supplier P-card No POR: Parallel Routing Allowed No POR : Proxy Server Name Leave this blank POR : Proxy Server Port Leave this blank POR: Rate Based Services Line Type Service Quantity .INV: Dynamic Precision Option -9999990 PO: Terms and Conditions File Name No need for Punchouts MO: Operating Unit Your operating Unit ICX: Days Needed By 4 --Change as you desire ICX: Override Location Flag Yes ICX: Override Requestor By All ICX: Allow Funds Override No POR: Amount Based Services Line Type Services POR: Approved Pricing Only No POR : CA Certificate File Name In ApacheTop/conf/ssl.crt/ca-bundle.

10 POR: One Time Location POR: Purge Commit Size 2500 POR:Purge Jobs Older Than (days) 30 POR: ROWS DISPLAY NUM .5.POR: Sort By Relevance No POR: System Approvers Are Mandatory Yes POR: Use Sequence for Requisition Numbering No POR: Catalog Bulk Load Directory Ignore for punchout POR: Catalog Bulk Load Host Default Ignore for punchout POR: Default Currency Conversion Rate Type Corporate Change as you wish POR: Edit Accounts Regions POR_BILLING_CHARGE_ACCOUNT_R POR: Enable Requisition Line Customisation Yes POR: Extract BPA/Quote Images Yes POR: Help Path DBA For help customisations POR: Hosted Images Directory Ignore for punchout POR: Items Display Num POR: Load Auto Category No POR: Multiple Accounts Region POR_BILLING_MULT_CHARGE_AC_R Prior to 11. Your company domain ECX: Server Time Zone GMT ECX: System Administrator Email Address ECX: XSLT File Path /usr/tmp PO: Workflow Processing Mode RCV: Processing Mode Online On-line .POR: Result Set Size 10 POR: SSP Version 5 POR: SSP4 Installed Yes POR: Select Internal Requisition for Confirm Receipt No POR: Select Inventory Replenishment Lines for Confirm Receipt No POR:Allow Manual Selection of Source Yes POR:Display Search Box and Browse Categories No POR: Load Auto Attrib No POR: Load Auto Root No ECE: Output File Path $XXICX_TOP/out ECX: Log File Path /usr/tmp ECX: OAG_LOGICALID www.

assuming the below approval groups is assigned to Buyer named Anil Passi. Blankets. you give ability to your buyers to Approve different document types like Requisitions. Similarly you may also exclude a range. Once you have defined Approval Groups. you can use Approval Assignments screen to assign approval rules to Positions or Jobs defined in HRMS. I am assuming one Approval Group per person. Refer to Metalink for details. The example in screenshot displays Document type for Purchase order. Assign Approval Group Effectively in this screen. In this implementation example.PO: In File Path No need for Punchouts Define Approval Groups Define Approval Groups [In Purchasing super User] For example. within all accounting range of Company and Cost Centre [because 00 to ZZ covers everything]. this approval group means that Anil Passi can work on documents upto $5000. but the setup must be configured for other Document Types being used too. Contracts within the restrictions as they were defined in Approval Groups(prior step) Define Document Types The different attributes are self explanatory. . You could have one to many relation too.

Define Line Types You can define the default information for a line type. They allow you to distinguish between quantity-based and amount-based transactions. Note: When you have set the Line Types up you can go back and complete these Profiles Options. outside processing. as in screenshot below: . services. or any line type you define. Line types can identify transactions involving goods.

like Tolerance. Define locations The locations/Office Address where your suppliers will deliver goods and also send invoices. in which case you would be using shared HR installed [cutdown version of HRMS to support Purchasing]. Define price tolerance rules.Whether supplier numbering is manual or automatic. and default payment type like Electronic. Primarily this is an inventory function. Category Search Display Not needed for punchout implementations. . Define Employees Use this screen in PO if you do not have full HRMS Suite installed. and it drives defaults & various controls in Purchasing & iProcurement. Prepayment. Substitute Receipt Allowed. Price Type(say fixed). this screen is defined per Operating unit. Specify various controls like Min release amount . refer Metalink. -Specify FOB.specify whether you use encumbrance and the type . Define Accrual rules and Expense AP accrual account. Define Buyers Define the people that can use Application to create and approve documents.Default payment terms for [say 1month]. you specify accounts like Liability. freight etc -Encumbrance :. tax defaults & document type numbering. then your setup will look like below . Price Break Type. If you are using Exchange for punching out.Default tax code -VAT registration number of Operating unit Define Purchasing Options Again. Default inventory location and ship to and bill to. Here within Accounting Tab. some of the fields are used for defaulting and some other fields for defining the behaviour of iProcurement/Purchasing. Discount accounts. “XML Gateway” responsibility: Define Hubs Use this form to define the hubs via which XML documents will be sent & received.Define Financial Options In this screen. Also Specify the following here . Define Receiving Options Various receipts related setup per Operating Unit. Define transaction reasons Your client specific setup. The setup here is done per Operating Unit.

if you wish to send XML Purchase Orders to “Go 4 Gold Management Ltd”. The connection can either be direct or via exchange server. then you will create an entry similar to below. . For example. the type of Documents you wish to exchange with your suppliers using XML XML Gateway Responsibility: Define Trading Partner In this screen you will create a record for each Supplier with whom you wish to exchange XML Documents electronically.XML Gateway Responsibility: Define Transactions Here you indicate.

To begin with.xgm Open that file in XML Gateway Message designer You will notice that message designer reads information from views like ITG_PO_HEADER_ARCH_V [Prior to 11. Supplier Enables PROCESS_PO_007 for themselves on the Exchange The sequence of flow for PO 007 in this case is… XX Machine Inc-->PO 007-->Exchange server-->Supplier .com or the testexchange Navigate to Application Setup tab/ Transaction Delivery Select the document type PROCESS_PO_007 and edit Set the communication method and click Apply Your Supplier will have to register on Oracle Exchange Server too. on your middle tier.5. The DUNS number for the supplier also needs to be entered in the EDI Location field against supplier site in Vendor Definition PO007 is nothing but an Approved Purchase Order sent to the supplier. Configure your Exchange setup Given that in this setup. Following this. and selects the option to register as an affiliate of your client. during implementation. Supplier will be prompted to enter further details. hence we need to enable this Document Type[PO 007] in exchange[for the company implementing iProc] Logon to exchange. hence your supplier will search & select “XX Machine Inc”. How is this PO 007 file generated? FTP the xgm file to you PC from $PO_TOP/patch/115/xml/US/process_po_007.10 it was PO_ECX_HEADER_ARCH_V] iProcurement uses the XML Gateway engine in conjunction with PO-007 message definition to generate PO007 XML document. each supplier must register themselves on http://testexchange. Say your client is “XX Machine Inc”. Its format is XML. review the dtd file as listed During the implementations you usually use Your supplier does the below:Clicks on Registration on testexchange.You will also capture trading party’s DUNS numbers in this screen. For those that do not know. The DUNS number for your implementation client needs to be entered in the EDI Location field on Other Details section of Location form for Client location[lets say your client for which iProc is being implemented is “XX Machine Inc”].com. your client will have to approve the request for Supplier’s $PO_TOP/xml/oag71/003_process_po_007. To see its structure. we will use Oracle’s exchange server to send PO Documents to supplier.dtd Oracle Apps uses XML Gateway to generate the PO-007 file. Process PO 007 is an OAG standard that dictates the structure of XML document which your supplier will receive.

” XX Machine Inc” makes Oracle EBS aware of the Punchout setup It is possible that with some suppliers.e. Hence the supplier must support one of these two options. They also need to specify other connection details to their server like port number. userid password etc. you would like to Punchout to their iStores via exchange. ”XX Machine Inc” reviews suppliers Punchout Client “XX Machine Inc” logs into testexchange or exchange server.https.. Supplier Enables themselves for PunchOut on the Exchange Server Oracle supports both cXML ad XML after testing during goLive).smtp . and navigates to “Control Punchout Access” and accepts Suppliers Punchout definition.. by downloading[click on download].Hence Supplier needs to enable “PO 007” for themselves on the exchange server For this your Supplier does the below steps:Login to the testexchange (i. all the Punchout Suppliers that are enabled for your business in exchange. The supplier selects a protocol based on the protocols their server you will bring into Oracle. Supplier can then test whether their punchout setup works by punching out to their iStore from testexchange/exchange. becoming sales order in Suppliers System] Under transaction type they select delivery method HTTPS etc They specify their URL on server which where exchange will post the PO 007 XML doc. exchange. Exchange server will use those credentials to connect and post the XML PO Document[PO 007] Note: Oracle Exchange supports various protocols like http. Clicks on Transaction Delivery under Company Administration Selects Sales Order Outbound (PROCESS_PO_007) [going out from Exchange.. userid password for their iStore. https://inboundpo... Scenario 1 Use the Supplier punchout definition from Exchange Navigate to Internet iProcurement Catalog Administrator. and for the other suppliers you may like to punchout directly to their iStore. I am detailing both the scenario’s below. As in picture above. Supplier does the following steps to enable punchouts:Logs in to TestExchange Server or the Exchange Server Clicks on “setup punchout” Enters their punchout URL. Select XML or cXML and then clicks on APPLY. .

. click on “Manage Content” in responsibility “Internet iProcurement Catalog Administrator” Click on create catalog Select Punchout catalog and click on continue As in picture above. we select Supplier and Direct Punchout. Encoding Method. Given that you are creating Punchout definition of the supplier from scratch straight in Oracle Apps.Scenario 2 Create Supplier punchout definition directly in Oracle Apps eCatalog Mgr If you were not to be using Exchange. you then need to enter information in below fields like Punchout URL. For this. then you will have to create the Punchout definition from scratch in Oracle Apps itself. password etc.

You need to define a store that is attached to the punchout catalog definition. For this Click on create store in responsibility “Internet iProcurement Catalog Administrator” This finishes the punch-out setup with your Supplier. Display the punchout site on iProcurement Homepage This will be the last step. . effectively we are trying to create a punchout definition in Oracle Apps…either by downloading the Supplier’s punchout definition from exchange or by directly creating the Punchout definition in Oracle Apps.NOTE: As you may have noticed.

As per the OAG format. your item category may look like AA. In this case. However in Oracle EBS. the item category used in punchout baskets is 8 digit UNSPSC code. Your suppliers punchout basket may contain items with UOMs that are not defined in Oracle Apps inventory module.BB. This definition is mapped in the same screen under “eCommerce Gateway”.CC must be mapped with the UNSPSC codes that your suppliers will be sending for their item categories.Further notes:1. For a 3 segment Item category flexfield in inventory.CC. .BB. Effectively UNSPSC code is a global code for item categories. you must navigate to responsibility “eCommerce Gateway” and define those mappings using menu “Code Conversion Values” 2. This value of AA. we implement Item Categories using Key FlexField for Item Categories.

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