AIM Business Flow Accelerators

BR.100 APPLICATION SETUP PROCURE TO PA! "Co#$an% Lon& Na#e' Procure to Pa%

Aut(or)

E Business Inte&ration Solutions

Creation *ate) *ece#+er ,- .00, Last U$/ate/) *ece#+er ,- .00, *ocu#ent Re0) 1ersion) ..0. "*ocu#ent Re0erence Nu#+er'

Approvals: "A$$ro2er 1' "A$$ro2er .'

Co$% Nu#+er

33333

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

*oc Re0) "*ocu#ent Re0erence Nu#+er'

Document Control
Change Record
1

Date .0 Se$ 0. , Fe+ 04

Author E Business Inte&ration Solutions Fran5 *e#in&

Version 1.0 ..0

Change Reference No Pre2ious *ocu#ent U$/ate/ 0or 0inal 11.,.6 release c(an&es

Reviewers

Name

Position

Distribution

Copy No.
1 . 4 8

Name
Li+rar% Master

ocation
Pro7ect Li+rar% Pro7ect Mana&er

Note to !olders: I0 %ou recei2e an electronic co$% o0 t(is /ocu#ent an/ $rint it out- $lease write %our na#e on t(e e9ui2alent o0 t(e co2er $a&e- 0or /ocu#ent control $ur$oses. I0 %ou recei2e a (ar/ co$% o0 t(is /ocu#ent- $lease write %our na#e on t(e 0ront co2er- 0or /ocu#ent control $ur$oses.

Procure to Pa% File Re0) 16,:6::68./oc

;2. ..0 <

A$$lication Setu$ Control S(eet = Internet Procure#ent

ii o0 4,

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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Contents

*ocu#ent Control.......................................................................................ii A$$lication Setu$ Control S(eet = Internet Procure#ent............................1 Setu$ Noti0ications Ta+ on >elco#e Pa&e.................................................8 SA) Pro0ile O$tions ? Set Pro0ile O$tions.....................................................: @R) *e0ine Peo$le ;E#$lo%ees US<.........................................................10 Ite# Cate&ories....11

SA) *e0ine *escri$ti2e FleA0iel/ Structure?Se&#ent

PO) iProcure#ent *FF Cate&or% 1alue.....................................................14 PO) Enter Blan5et Purc(ase A&ree#ent *ata..........................................1, PO) Sen/ Noti0ications 0or Purc(asin& *ocu#ents....................................1 POR) Con0i&ure Account Attri+utes............................................................ POR) Con0i&ure Account Re&ions .............................................................4 POR) Run Re+uil/ Catalo& Ite# InterMe/ia In/eA....................................., POR) Classi0ication an/ Ite# *ata ? EAtract Classi0ication an/ Ite# *ata .: POR) eContent Mana&e#ent ? Ma$ Cate&ories.........................................6 POR) eContent Mana&e#ent ? Buil/ Ta+le o0 Contents.............................B O$en an/ Close/ Issues............................................................................41 O$en Issues......................................................................................... 41 Close/ Issues.......................................................................................41

Procure to Pa% File Re0) 16,:6::68./oc

;2. ..0 <

A$$lication Setu$ Control S(eet = Internet Procure#ent

iii o0 4,

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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Application "etup Control "heet # $nternet Procurement

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

*oc Re0) "*ocu#ent Re0erence Nu#+er'

%nvironment Name:
,or-flow "ub,or-flow Name "etup Personal !ome Page "etup "ystem Administration "etup 'as-

&achine:
Responsibility Pre0erences Due Date

'ype (definition) e*ecution) or both+:

.A Responsibility .A Due Date "ignature Approval

"etup Notifications 'ab on ,elcome Page "A: Profile /ptions 0 "et Profile /ptions CA: Define Descriptive 1le*field "tructure0"egment 2 $tem Categories

S%ste# A/#inistrator

S%ste# A/#inistrator

"etup /racle Purchasing

P/: iProcurement D11 Category Value P/: %nter 3lan-et Purchase Agreement Data P/: "end Notifications for Purchasing Documents

Purc(asin& Su$er User

Purc(asin& Su$er User

Purc(asin& Su$er User

"etup "elf2"ervice ,eb P/R: Configure Account Application 1orms Attributes P/R: Configure Account Regions "etup $nternet Procurement P/R: Run Rebuild Catalog $tem $nter&edia $nde* P/R: Classification and $tem Data 0 %*tract Classification and $tem Data P/R: eContent &anagement 0 &ap Categories P/R: eContent

AC *e2elo$er

AC *e2elo$er

Purc(asin& Su$er User

Purc(asin& Su$er User

Catalo& A/#inistrator

Catalo& A/#inistrator

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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T(e user i/ 0or all ste$s in t(is /ocu#ent is SETUPUSER an/ t(e $asswor/ is >ELCOME. Note: If this is the first time you've logged in the password will be welcome1, please change it to welcome.

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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"etup Notifications 'ab on ,elcome Page ogin Page4Personal !ome Page

Form Name

Personal !ome Page

Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit%;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Description: >or50low creates #essa&es re&ar/in& t(e $rocessin& o0 /ocu#ents in t(e s%ste#. T(ese #essa&es are co##unicate/ to users +% wa% o0 t(e welco#e or Portal $a&e ;t(e 0irst $a&e %ou seen a0ter %ou (a2e lo&&e/ in<. T(e ste$s +elow /etail (ow to a// a ta+ to t(e welco#e $a&e an/ (ow to a// t(e >or5list to t(e new ta+)

Adding a 'ab for ,or-list

Prere5uisite) All users t(at will +e creatin& new ta+s on t(e welco#e $a&e #ust (a2e t(e DPre0erencesE Res$onsi+ilit% a//e/ to t(eir user na#e. Please re0er to t(e BR.100 Core A$$lications Setu$ /ocu#ent re&ar/in& assi&nin& res$onsi+ilities to users. 1< Lo& in to t(e a$$lications = PROCUREMENT?>ELCOME .< Create a DNoti0icationsE ta+. 1. At t(e D>elco#eE $a&e- clic5 on t(e Create an/ Mo/i0% Pa&es icon ; .. Clic5 . <

4. Enter DNoti0icationsE as t(e na#e o0 t(e new $a&e. 8. Clic5 OC. 4< Attac( t(e F>or5listG to t(e new ta+. 1. Select t(e HNoti0icationsH ta+ .. Clic5 .

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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4. On t(e le0t si/e- (i&(li&(t H>or5list.H Clic5 on t(e D'E +utton to #o2e F>or5listG 0ro# t(e HA2aila+le Plu&sH to HPlu&s in current re&ion.H 8. Clic5 8< Clic5 . .

,< T(e F>or5listG- o0 t(e userGs noti0ications s(oul/ a$$ear on t(is ta+

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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"A: Profile /ptions 0 "et Profile /ptions "ystem Administrator4Profile4"ystem

Form Name

"ystem Profile Values

Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Description: !ou can use t(is 0or# to set t(e 2alue 0or eac( $ro0ile o$tion to s$eci0% (ow Internet $rocure#ent controls access to an/ $rocesses /ata.

"ystem Profile Values

Profile
Attachment 1ile Directory $C7: Date 1ormat &as$C7: Days Needed 3y $C7: Date anguage $C7: anguage $C7: imit Connect $C7: imit 'ime $C7: &atch case /V $C7: &atch case View $C7: /verride ocation 1lag $C7: /verride Re5uestor

"ite
Blan5 ** MON RRRR . A#erican En&lis( A#erican En&lis( 1000 8 C(ec5e/ Unc(ec5e/ !es No

Application

Responsibility

6ser

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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Profile
$C7: Re5uisition "erver $C7:Allow 1unds /verride P/R: Amount 3ased "ervices ine 'ype P/R: Approved Pricing /nly P/R: CA Certificate 1ile Name P/R: Cleanup 'hread $nterval P/R: Debugging P/R: Distribution ines Region P/R: %mergency Re5uisitions P/R: 8oods ine 'ype P/R: Parallel Routing Allowed P/R: Preferences # Deliver to ocation P/R: Preferences # %*penditure 'ype P/R: Preferences # Pro9ect P/R: Preferences # Re5uestor P/R: Preferences # "elected $tems Default to $nventory P/R: Preferences 2 "ub$nventory P/R: Preferences 2 'asP/R: Pro*y "erver Name P/R: Pro*y "erver Port

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?eel0$a.oracle.co#)60 No S2cs A#t

Application

Responsibility

6ser

No Blan5 Blan5 No Blan5 !es Ioo/s No Blan5

Blan5 Blan5 Blan5 Blan5

Blan5 Blan5 Blan5 Blan5

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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Profile
P/R: Rate 3ased "ervices ine 'ype P/R: "ystems Approvers are &andatory P/R: 6se "e5uence for Re5uisitions P/R: Default Currency Conversion Rate P/R: %dit Accounts Region P/R: %nable Re5uisition ine Customi:ation P/R: !elp Path P/R: $'%& P$C 1$ % PA'! P/R: $'%&" D$"P A; N6& P/R: <ava Virtual Path P/R: oad Auto Category P/R: &ultiple Accounts Region P/R: &y Profile2Charge Acct "eg (=> # ?=+ P/R: /ne 'ime ocation P/R: Preferences # %*penditure $tem Date P/R: Preferences # %*penditure /rg P/R: Rows Display Num P/R: Result "et "i:e P/R: ""P Version

"ite
S2cs Juantit% !es

Application

Responsibility

6ser

No Cor$orate

POR3BILLINI3C@ARIE3ACCOUNT3R Blan5 ;/e0ault is D!esE<

Blan5 Blan5 Blan5 OA3KA1A3SER1 No POR3BILLINI3MULT3C@ARIE3AC3R Blan5

Blan5 Blan5

Blan5 Blan5 10 ,

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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Profile
P/R: ""P@ $nstalled P/R: "elect $nventory Replenishment ines for Confirm Receipts P/R: "ervlet Virtual Path P/R: P/R: oad Auto Attrib oad Auto Root

"ite
!es No

Application

Responsibility

6ser

oa3ser2lets !es !es ?eel0$a?a$$lcs0?out ?eel0$a?a$$lcs0?out

P/RA'%&PACA'A /8A1$ %" %C%: /utput 1ile Path

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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!R: Define People (%mployees 2 6"+

T(e 0ollowin& lists t(e in0or#ation nee/e/ to a// /e0ault Purc(asin& in0or#ation 0or Procure#ent- User.

6" !R&" &anager4 People 4 %nter and &aintain

Form Name

People
Juer% Procure#ent- User in Peo$le 0or#

Assignment
tab

Purchase /rder $nformation

ast

1irst

"et of 3oo-s

Default %*pense Account

"/3?>>A6" Procure#ent User SOB.003 .0.:00.:0,B00.00.000.00000 US

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

*oc Re0) "*ocu#ent Re0erence Nu#+er'

"A: Define Descriptive 1le*field "tructure0"egment 2 $tem Categories "ystem Administrator 4 Application 4 1le*field 4 Descriptive 4 "egments
Form Name

Descriptive 1le*field "egments

Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit%;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Description: Use t(is 0or# to /e0ine se&#ent 2alues.

Application Oracle In2entor%

1le*field 'itle Ite# cate&ories

1ree:e 1le*field Definition

"egment "eparator ; < *as(

Conte*t 1ield
Prompt Fre/ Default Value Reference 1ield Value Re5uired ! /verride Allowed (Display Content+

Conte*t 1ield Values

Code Ilo+al *ata Ele#ents Name Ilo+al *ata Ele#ents Description Ilo+al *ata Ele#ent ConteAt %nabled !

Note) Un0reeLe t(e FleA0iel/ /e0inition

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

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"egments
Form Name

"egments "ummary (&6"' 6"% A''R$36'%=>+

Name Use in iProcure#ent ,indow Prompt Use in iProcure#ent Column ATTRIBUTE10 Value "et Displayed ! %nabled !

Number 10

/pen
Form Name

"egments
Column ATTRIBUTE10 Description Number 1 %nabled !es Displayed !es

Name Use in iProcure#ent

Validation
Value "et Description Default 'ype Default Value Re5uired No "ecurity enabled Range

"i:es
Display si:e Description "i:e Concatenated Description "i:e ,0 ,0 .,

Prompts
ist of Values ,indow Use in iProcure#entM ;Mar5 ! 0or !es< Use in iProcure#entM ;Mar5 ! 0or !es<

Note) FreeLe t(e FleA0iel/ /e0inition

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

*oc Re0) "*ocu#ent Re0erence Nu#+er'

P/: iProcurement D11 Category Value Purchasing "uper6ser4"etup4$tems4Category Codes

Form Name

Categories
Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit%;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er' "Priorit% ;@- M- L<' Description: Use t(is 0or# to esta+lis( w(ic( cate&ories will +e use/ in iProcure#ent.

"Process Owner'

"tructure Name Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories

Category CONSULTINI.MISC CRM.MISC *EFAULT.*EFAULT *ESCTOPS.MISC ERP.MISC FINIS@E* IOO*S.BOAR*S FINIS@E* IOO*S.@AR*>ARE FINIS@E* IOO*S.MISC FINIS@E* IOO*S.PERIP@ERALS LAPTOPS.MISC OFFCIE SUPPLIES.ACCESSORIES OFFCIE SUPPLIES.PAPER OFFCIE SUPPLIES.PENS OFFCIE SUPPLIES.STAPLERS RA> MATERIAL.BOAR*S RA> MATERIAL.@AR*>ARE RA> MATERIAL.MISC RA> MATERIAL.PACCAIINI RA> MATERIAL.PERIP@ERALS RA> MATERIAL.PLASTIC RA> MATERIAL.S@OP SUPPLIES SER1ICE.MISC SUBASSEMBL!.BOAR*S SUBASSEMBL!.@AR*>ARE SUBASSEMBL!.MISC SUBASSEMBL!.PERIP@ERALS TEMPORAR! S1C.CLERICAL TEMPORAR! S1C.LEIAL

Description Consultin& CRM *e0ault *es5to$s ERP Finis(e/ Ioo/s Boar/s Finis(e/ Ioo/s @ar/ware Finis(e/ Ioo/s Misc Finis(e/ Ioo/s Peri$(erals La$to$s O00ice Su$$lies Accessories O00ice Su$$lies Pa$er O00ice Su$$lies Pens O00ice Su$$lies Sta$lers Raw Material Boar/s Raw Material @ar/ware Raw Material Misc Raw Material Pac5a&in& Raw Material Peri$(erals Raw Material Plastic Raw Material S(o$ Su$$lies Ser2ice Misc Su+asse#+l% Boar/s Su+asse#+l% @ar/ware Su+asse#+l% Misc Su+asse#+l% Peri$(erals Te#$orar% Ser2ices Clerical Te#$orar% Ser2ices Le&al

$nactive /n

6sed in iProcurementB (; only+ !

! ! ! ! !

! !

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00, "tructure Name Ite# Cate&ories Ite# Cate&ories Ite# Cate&ories Category TEMPORAR! S1C.TEC@NICAL TRAININI.MISC UNASSIINE*.MISC Description Te#$orar% Ser2ice/ Tec(nical Trainin& Unassi&ne/ $nactive /n

*oc Re0) "*ocu#ent Re0erence Nu#+er' 6sed in iProcurementB (; only+ ! !

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

*oc Re0) "*ocu#ent Re0erence Nu#+er'

P/: %nter 3lan-et Purchase Agreement Data Purchasing "uper6ser 4 Purchase /rders 4 Purchase /rders
Form Name

Purchase /rders
Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er' "Priorit% ;@- M- L<' "Process Owner' Description: T(is is re9uire/ in or/er to create auto#aticall% source/ ite#s in t(e iProcure#ent catalo&. Attention: !ou #ust lo& into t(e Purc(asin& Su$erUser res$onsi+ilit% w(en $er0or#in& t(e 0ollowin& setu$s to /e0ine Purc(asin& O$tions 0or O$eratin& Unit OU.003US?Boston
Form Name

Purchase /rders
Auto#aticall% Assi&ne/ Blan5et Purc(ase A&ree#ent Current *ate STAPLES- INC TRENTON 3ill2'o Currency 3uyer "tatus Amt Agreed Description US Boston S(o$ Amt Released US Boston O00ice US* Procure#ent- User In Process

!eader
P/) Rev 'ype Created "upplier "ite Contact "hip2'o

1-000-000-000.00 Sta$les Blan5et Blan5

tab
Num

$tem
1 . 4 8 , : N 6 B 10 11 1. 14 18 1,

BR.100 A$$lication Setu$ Procure to Pa% 'ype $tem Rev Category OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. PENS PENS PENS PENS PAPER PAPER PAPER PAPER ACCESSO RIES Ball Point Ball Point Ball Point Ball Point 6 1?. O 6 1?. O !ellow >(ite Tos(i+a Pen- 0ine- Pen- 0ine- Pen- 0ine- Pen- 0ine- 11 Co$ier 11 Pa/s Pa/s Power +lue +lac5 re/ &reen Pa$er Stationer Le&al SiLe Le&al SiLe Cor/ % Eac( Eac( Eac( Eac( Eac( Eac( Eac( Eac( Eac( Ira%e/ Out 1..B Ira%e/ Out Ira%e/ Out 4N661B Ira%e/ Out 1..B Ira%e/ Out Ira%e/ Out 4N66.0 Ira%e/ Out 1..B Ira%e/ Out Ira%e/ Out 4N66.1 Ira%e/ Out 1..B Ira%e/ Out Ira%e/ Out 4N66.. Ira%e/ Out ,.6B Ira%e/ Out Ira%e/ Out 4N6010 Ira%e/ Out 11.,: Ira%e/ Out Ira%e/ Out 4NB0.0 Ira%e/ Out 1.BB Ira%e/ Out Ira%e/ Out 4NB1.N Ira%e/ Out 1.BB Ira%e/ Out Ira%e/ Out 4NB1.6 Ira%e/ Out 16.8B Ira%e/ Out Ira%e/ Out 104,.4 Ioo/s Ioo/s Ioo/s Ioo/s Ioo/s Ioo/s Ioo/s Ioo/s Ioo/s

*oc Re0) "*ocu#ent Re0erence Nu#+er' *ece#+er ,- .00, Ioo/s Ioo/s Ioo/s Ioo/s Ioo/s Ioo/s

Descriptio n 6/& .uantity Price Promised Need 3y "upplier $tem Charge Account Amount Reserved

OFFICE SUPPLIES. ACCESSO RIES Mouse

OFFICE SUPPLIES. ACCESSO RIES Mouse Pa/ Eac( Ira%e/ Out 1..N4 Ira%e/ Out Ira%e/ Out .116N4

OFFICE SUPPLIES. ACCESSO RIES Letter O$ener Eac( Ira%e/ Out 4.4, Ira%e/ Out Ira%e/ Out ,4,,48

OFFICE SUPPLIES. ACCESSO RIES *es5 Or&aniLer Eac( Ira%e/ Out :..N Ira%e/ Out Ira%e/ Out 1B4::8

OFFICE SUPPLIES. STAPLER S @ea2% *ut% Sta$ler Eac( Ira%e/ Out .,.6B Ira%e/ Out Ira%e/ Out 86B411

OFFICE SUPPLIES. STAPLERS Stan/ar/ Sta$ler Eac( Ira%e/ Out 6.48 Ira%e/ Out Ira%e/ Out 8B68.0

Eac( Ira%e/ Out 10.BB Ira%e/ Out Ira%e/ Out .116:.

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

Ira%e/ Out Ira%e/ Out No

'erms
Form Name

'erms and Conditions

Net 40 *ue Blan5 Confirming /rder 1irm Acceptance Re5uired Blan5 Blan5 Blan5

Payment 1reight Carrier

BR.100 A$$lication Setu$ Procure to Pa% 1/3 Pay /n *estination Ira%e/ Out 3y "upply Agreement *ece#+er ,- .00, Ira%e/ Out

*oc Re0) "*ocu#ent Re0erence Nu#+er'

Blan5

"upplier Note Receiver Note Agreement Controls %ffective 1rom %ffective 'o Amount imit &inimum Release Price 6pdate 'olerance C

Blan5 Blan5

Blan5 Blan5 1-000-000-000.00 1.00

1
Blan5

Price 3rea-s # No Price 3rea-s Approve

Form Name

"ubmit for Approval 1orward 1orward 1rom 1orward 'o Note Print

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00, 1a* 1a* Number %mail %mail Address
Form Name

*oc Re0) "*ocu#ent Re0erence Nu#+er'

Purchase /rders
Auto#aticall% Assi&ne/ Blan5et Purc(ase A&ree#ent Current *ate MANPO>ER LAS 1EIAS 3ill2'o Currency 3uyer "tatus Amt Agreed Description US Boston S(o$ Amt Released US Boston O00ice US* Procure#ent- User In Process

!eader
P/) Rev 'ype Created "upplier "ite Contact "hip2'o

1-000-000-000.00 Man$ower Blan5et Blan5

tab
Num 'ype $tem Rev

$tem
1 S2cs = Jt% . S2cs = Jt% 4 S2cs = Jt% 8 S2cs = Jt% , S2cs = Jt% : S2cs = Jt%

Category Description

TEMPORAR! S1CS.CLERICAL Te#$orar% Ser2ices.Clerical @our

TEMPORAR! S1CS.LEIAL Te#$orar% le&al sta00in& nee/s @our

TEMPORAR! S1CS.TEC@NICAL

TEMPORAR! S1CS.TEC@NICAL

TEMPORAR! S1CS.TEC@NICAL

TEMPORAR! S1CS.TEC@NICAL

6/&

Te#$orar% in0or#ation Te#$orar% in0or#ation tec(nolo&% so0tware tec(nolo&% s%ste#s or /e2elo$ers /ata+ase a/#inistrators @our @our

Te#$orar% in0or#ation Te#$orar% in0or#ation tec(nolo&% networ5in& tec(nolo&% contractors s$ecialists @our @our

BR.100 A$$lication Setu$ Procure to Pa% .uantity Price Promised Need 3y "upplier $tem Charge Account Amount Reserved Ira%e/ Out 16 Ira%e/ Out Ira%e/ Out .0 CLERICAL Ira%e/ Out Ira%e/ Out No Ira%e/ Out .0 Ira%e/ Out Ira%e/ Out .0 LEIAL Ira%e/ Out Ira%e/ Out No Ira%e/ Out 80 Ira%e/ Out Ira%e/ Out .0 IT*E1 Ira%e/ Out Ira%e/ Out No

*oc Re0) "*ocu#ent Re0erence Nu#+er' *ece#+er ,- .00, Ira%e/ Out Ira%e/ Out Ira%e/ Out 80 Ira%e/ Out Ira%e/ Out .0 IT*BA Ira%e/ Out Ira%e/ Out No 80 Ira%e/ Out Ira%e/ Out .0 ITNET>ORC Ira%e/ Out Ira%e/ Out No ,0 Ira%e/ Out Ira%e/ Out .0 ITCONTRACT Ira%e/ Out Ira%e/ Out No

'erms
Form Name

'erms and Conditions

Net 40 *ue Blan5 *estination Ira%e/ Out Confirming /rder 1irm Acceptance Re5uired 3y "upply Agreement Blan5 Blan5 Blan5 Ira%e/ Out

Payment 1reight Carrier 1/3 Pay /n

Blan5

"upplier Note Receiver Note Agreement Controls %ffective 1rom %ffective 'o

Blan5 Blan5

Blan5 Blan5

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00, Amount imit &inimum Release Price 6pdate 'olerance C 1-000-000-000.00 1.00

*oc Re0) "*ocu#ent Re0erence Nu#+er'

1
Blan5

Price 3rea-s # No Price 3rea-s Approve

Form Name

"ubmit for Approval 1orward 1orward 1rom 1orward 'o Note Print 1a* 1a* Number %mail %mail Address

!es

No

BR.100 A$$lication Setu$ Procure to Pa% *ece#+er ,- .00,

*oc Re0) "*ocu#ent Re0erence Nu#+er'

P/: "end Notifications for Purchasing Documents Purchasing "uper6ser 4 Reports 4 Run 4 "ingle Re5uest
Form Name

"ubmit Re5uests
Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Description: Run t(e Sen/ Noti0ications 0or Purc(asin& *ocu#ents concurrent $ro&ra# to ensure t(at all noti0ications t(at are create/ 0ro# re9uisition an/ $urc(ase or/er acti2it% are sent to t(e a$$ro$riate user. T(ere are no $ara#eters.

Run 'his Re5uest

Re5uest Name "end Notifications for Purchasing Documents

"ubmit Re5uest

BR.100 A$$lication Setu$ Procure to Pa%

*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014

P/R: Configure Account Attributes AD Developer 4Define Attributes

Form Name

Regions
Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Description: T(e Account Attri+utes #ust +e con0i&ure/ to #atc( t(e structure o0 t(e c(art o0 accounts se&#ent. I0 t(ere are #ulti$le c(arts o0 accounts 0or t(e or&aniLation . a//itional $ro0ile o$tions #ust +e co#$lete/ ;see +elow<. A0ter a la+el is c(an&e/ (it Dta+E- a #essa&e will a$$ear) D!ou (a2e c(an&e/ t(is la+el 0ro# D D to D E- *o %ou want to c(an&e t(e la+els 0ro# D D to D D 0or all relate/ O+7ect Attri+utes an/ Re&ion Ite#sME. Clic5 D!esE eac( ti#e t(is a$$ears. T(e Lon& La+el MaA Len&t( will auto#aticall% $o$ulate.

Attribute $D POR3C@ARIE3ACCT3SEI1 POR3C@ARIE3ACCT3SEI. POR3C@ARIE3ACCT3SEI4 POR3C@ARIE3ACCT3SEI8 POR3C@ARIE3ACCT3SEI, POR3C@ARIE3ACCT3SEI:

Value ength . 4 : . 4 ,

abel Co#$an% Cost Center Account Interco#$an% Future Future N

ong abel &a* ength

11 N 1. : :

Attention: A0ter t(e c(an&es are #a/e to t(e re&ions t(e A$ac(e ser2er #ust +e +ounce/ in or/er 0or t(e c(an&es to +e 2isi+le on t(e iProcure#ent we+ $a&e. "uggestion: I0 t(e or&aniLation (as #ulti$le c(arts o0 accounts $ro0ile o$tions to su$$ort t(is #ust +e assi&ne/ at t(e a$$lication res$onsi+ilit% le2el. POR) E/it Accounts Re&ion an/ POR) Multi$le Accounts Re&ion.

Procure to Pa% File Re0) 16,:6::68./oc

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BR.100 A$$lication Setu$ Procure to Pa%

*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014

P/R: Configure Account Regions AD Developer 4Define Regions

Form Name

Regions
Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Description: Use t(is ste$ to ensure t(e correct attri+utes are #ar5e/ 0or /is$la% in t(e correct re&ions. At the 1ind window) enter a Region $D and clic- find
Region $D POR3BILLINI3MULT3C@ARIE3AC3R Region Name Billin& Sin&le Row Application Name Oracle Sel0 Ser2ice >e+ A$$lications /b9ect Name POR3*UMM!3O Region "tyle Flow La%out Add $nde* "+lan5' "tandalon e !es

6pdate the following attributes (you will notice the step+:

Attribute $D POR3LINE3NUM POR3SELECT3RA*IO POR3NICCNAME POR3C@ARIE3ACCT3SEI1 POR3C@ARIE3ACCT3SEI. POR3C@ARIE3ACCT3SEI4 POR3C@ARIE3ACCT3SEI8 POR3C@ARIE3ACCT3SEI, POR3C@ARIE3ACCT3SEI: Node Display 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 6pdate abel Line

abel and

ong

abel &a*

ength are changed from the previous setup

ong abel &a* ength 8 N 6 N 11 N 1. : :

*e0ault Nic5na#e Co#$an% Cost Center Account Interco#$an% Future Future

At the 1ind window) enter a Region $D and clic- find

Procure to Pa% File Re0) 16,:6::68./oc ;2. ..0 < O$en an/ Close/ Issues

BR.100 A$$lication Setu$ Procure to Pa% Region $D POR3BILLINI3C@ARIE3ACCOUNT3R Region Name Billin& Sin&le Row Application Name Oracle Sel0 Ser2ice >e+ A$$lications /b9ect Name POR3*UMM!3O

*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014 Region "tyle Flow La%out Add $nde* "+lan5' "tandalon e !es

6pdate the following attributes (you will notice the step+:

Attribute $D POR3PRMPT3C@ARIE3AC POR3LINE3NUM POR3NICCNAME POR3C@ARIE3ACCT3SEI1 POR3C@ARIE3ACCT3SEI. POR3C@ARIE3ACCT3SEI4 POR3C@ARIE3ACCT3SEI8 POR3C@ARIE3ACCT3SEI, POR3C@ARIE3ACCT3SEI: "e5uence N, 60 6, B0 100 110 1.0 140 180 Node Display 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 6pdate

abel and

ong

abel &a*

ength are changed from the previous setup

abel C(ar&e Account Line Nic5na#e Co#$an% Cost Center Account Interco#$an% Future Future

ong abel &a* ength 18 8 6 N 11 N 1. : :

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BR.100 A$$lication Setu$ Procure to Pa%

*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014

P/R: Run Rebuild Catalog $tem $nter&edia $nde* Purchasing "uper6ser 4 Reports 4 Run 4 "ingle Re5uest
Form Name

"ubmit Re5uests
Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Description: Run t(e Re+uil/ Catalo& Ite# InterMe/ia In/eA concurrent $ro&ra# +e0ore an% ot(er iProcure#ent $ro&ra#s. T(ere are no $ara#eters.

Run 'his Re5uest

Re5uest Name Rebuild Catalog $tem $nter&edia $nde*

"ubmit Re5uest

Procure to Pa% File Re0) 16,:6::68./oc

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BR.100 A$$lication Setu$ Procure to Pa%

*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014

P/R: Classification and $tem Data 0 %*tract Classification and $tem Data Purchasing 4"etup4e2Catalog Admin4 oader Values
Form Name

Define Catalog "erver oader Values

Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Description: !ou can set u$ t(e Catalo& *ata EAtract concurrent $rocess to eAtract /ata at /e0ine/ inter2als ;/ail%- wee5l%- an/ so on<or- %ou can eAtract /ata on an a/ (oc +asis. Attention: In eit(er case- %ou can auto#aticall% $er0or# t(e loa/ in a//ition to eAtractin& t(e /ata. !ou #ust eAtract classi0ication /ata- catalo& &rou$s an/ cate&ories- +e0ore %ou eAtract ite# /ata. !ou #ust (a2e classi0ications /e0ine/ +e0ore %ou can loa/ ite#s into t(e# Attention: T(e 0irst ti#e %ou run t(e eAtract- it s(oul/ +e /one t(rou&( t(e Loa/er 1alues 0or# locate/ un/er Purc(asin&'Setu$'E Catalo& A/#in'Loa/er 1alues.

,arning: Be0ore %ou run t(is eAtract 0or t(e 0irst ti#e on a new setu$ instance- 0irst run t(e DRe+uil/ Catalo& Ite# InterMe/ia In/eAE. I0 %ou /o not /o t(is t(e eAtract #a% error out.

Classification Data
%*tract Catalog 8roups Categories 'emplate !eaders og evel 3atch "i:e Procure to Pa% File Re0) 16,:6::68./oc C(ec5e/ C(ec5e/ C(ec5e/ . ,000 O$en an/ Close/ Issues ast Run Date

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*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014

%*tract Classifications Note: Verify the concurrent process has completed before performing the E%*tract $temsF. Close the form) Define Catalog "erver oader Values and reopen to see the ast Run Date is now populated. $tem Data
%*tract Contracts $tem &aster 'emplate ines og evel 3atch "i:e C(ec5e/ C(ec5e/ C(ec5e/ . ,000 ast Run Date

%*tract $tems Note: Verify completion of the concurrent process by going to View) then Re5uests in the tool bar. "ubmit a New Re5uest) "ingle Re5uest
Re5uest Name Rebuild Catalog $tem $nter&edia $nde*

"ubmit Re5uest

Procure to Pa% File Re0) 16,:6::68./oc

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BR.100 A$$lication Setu$ Procure to Pa%

*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014

P/R: eContent &anagement 0 &ap Categories $nternet Procurement Catalog Administration4 eContent &anager 4 &ap Categories
Form Name

&ap Categories
Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er'

"Priorit% ;@- M- L<'

"Process Owner'

Attention: A0ter t(e EAtract Ite#s an/ EAtract Classi0ications an/ Re+uil/ InterMe/ia In/eA are run t(e Ma$$in&s +elow s(oul/ +e auto#aticall% create/. 1eri0% all t(e Oracle Cate&ories eAist an/ eac( Catalo& Cate&or% (as anE PE neAt to it. T(e P /esi&nates t(at $articular Oracle Cate&or% as +ein& #a$$e/ to a Catalo& Cate&or%. I0 %ou select a Catalo& Cate&or% t(e Current Ma$$in& 0iel/ will /is$la% t(e #a$$in& to t(e Oracle Cate&or%.

&ap Categories
/racle Categories CONSULTINI.MISC *ESCTOPS.MISC LAPTOPS.MISC OFFICE3SUPPLIES.ACCESSORIES OFFICE3SUPPLIES.PAPER OFFICE3SUPPLIES.PEN OFFICE3SUPPLIES.STAPLERS SER1ICE.MISC TEMPORAR! S1C.CLERICAL TEMPORAR! S1C.LEIAL TEMPORAR! S1C.TEC@NICAL TRAININI.MISC Clic- the &ap button to &ap the categories MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP Catalog Categories Consultin& Misc *es5to$s La$to$s O00ice Su$$lies Accessories O00ice Su$$lies Pa$er O00ice Su$$lies Pen O00ice Su$$lies Sta$ler Ser2ice Misc Te#$orar% S1CS Clerical Te#$orar% S1CS Le&al Te#$orar% S1CS Tec(nical Trainin&

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BR.100 A$$lication Setu$ Procure to Pa%

*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014

P/R: eContent &anagement 0 3uild 'able of Contents $nternet Procurement Catalog Administration4 eContent &anager 4 3uild 'able of Contents
Form Name

3uild 'able of Contents

Business Area) *ate)

"Custo#er S(ort Na#e' Process) "Process Na#e'

Control Nu#+er)

"Business Area'
Priorit% ;@- M- L<)

"*ate'
Process Owner)

"Control Nu#+er' "Priorit% ;@- M- L<' Description: Use t(is to create catalo& 2iews +ase/ on cate&or% (ierarc(ies.

"Process Owner'

Attention: T(ere are t(ree cate&or% classes) Master) cate&or% containin& one or #ore inter#e/iate or &enus cate&ories. Inter#e/iate) cate&or% containin& one or #ore &enus cate&ories. Ienus) cate&or% containin& ite#s.

New %ntry
'able of Contents %ntry Name %ntry Description "earch

Te#$orar% Sta00in& Ser2ices Te#$orar% Sta00in& Ser2ices Te#$orar%

Clic"earch "elect each category listed below ClicAdd (Radio 3utton for All Categories should be selected+
;2. ..0 < O$en an/ Close/ Issues Procure to Pa% File Re0) 16,:6::68./oc

BR.100 A$$lication Setu$ Procure to Pa%

*oc Re0) "*ocu#ent Re0erence Nu#+er' No2e#+er 8- .014

Result:
Current "ub2Categories

Te#$orar% clerical an/ a/#inistrati2e assistance Te#$orar% le&al sta00in& nee/s Te#$orar% in0or#ation tec(nolo&% so0tware /e2elo$ers Te#$orar% in0or#ation tec(nolo&% s%ste#s or /ata+ase a/#inistrators Te#$orar% in0or#ation tec(nolo&% networ5in& s$ecialists Te#$orar% in0or#ation tec(nolo&% contractors

Clic5

"ave
"uggestion: >(en usin& t(is ste$- %ou #a% want to c(oose t(e ra/io +utton ;All Cate&ories or Unassi&ne/ Onl%< $rior to searc(in& 0or cate&ories to a// to t(e ta+le o0 contents. "uggestion: To /elete or e/it a ta+le o0 contents on t(e Internet Procure#ent (o#e $a&e clic5 t(e e/it +utton neAt to t(e &enus cate&or% an/ clic5 t(e /elete +utton to re#o2e t(e entire ta+le o0 contents. To e/it t(e ta+le o0 contents select t(e cate&or% an/ eit(er a// it to or re#o2e it 0ro# t(e ta+le o0 contents +% clic5in& on t(e a$$lica+le +utton.

Attention: I0 a cate&or% (as su+ cate&ories it will +e #ar5e/ wit( an asteris5 ;P<.

Procure to Pa% File Re0) 16,:6::68./oc

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/pen and Closed $ssues

/pen $ssues
1. "*escri$tion o0 issue'

Closed $ssues
1. "*escri$tion o0 issue'