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1. Profile Options:
The rest of the profile options will leave it with defaulted values.
We will build one case Based on that we will define the categories and then will do the Category
Mappings.
Case:
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First we will have a Top level category (Root Category) called "Browsing Category". Under that, either we
may have multiple child Browsing Categories or Shopping Categories.
First we should create the bottom level category called "Shopping Category"
Navigation: iProcurement Administration: Home Page > Schema > Item Categories
1. Category Key: Once we enter the value and save, we can't modify.
2. Category Name & Category Description: We can change the values even after save by clicking
"Update" button.
Search the Category Name and check the newly created Category.
3. Category Hierarchy:
Click on "Apply"
Upon Apply, you will get the confirmation page and you can see the newly created category with Type as
"Browsing".
Select that newly created category "Outside items" and click "Create Child" to create another Browsing
Category called "Direct Materials".
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Click on "Apply"
Now, you can see "Direct Materials" Browsing Category under "Outside Items" category
Now, you insert the Shopping Category "Marketing Items" into this Hierarchy
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Select the Browsing Category "Direct Materials" and click on "Insert Existing Child"
Click on "Apply"
Now, you can see the entire Category Hierarchy like below.
Outside Items ==== > Direct Materials ==== > Marketing Items
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Now we will create one new item in Inventory module with new Purchasing Category and then will map
that Purchasing Category into our Shopping Category in iProcurement.
Lets create a new Purchasing Category called "Marketing Materials" in Inventory Module. To create the
new category, we need to add these new values into Value set. To find out that KFF and Value Set,
follow the below steps.
Navigation: Inventory > Setup > Items > Categories > Default Category Sets
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Note down the category Set Name for the functional area "Purchasing"
Step 2: Open the Category Set and note down the Flex Structure
Navigation: Inventory > Setup > Items > Categories > Category Sets
Query by
Once query retrieves the result, find out the Purchasing Flex Structure name "PO Item Category"
Click on "Segments"
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Note down the Value Set Names for both the Segments
Click on "Value Set" for the SEGMENT1 "Item Category" and check the Validation Type
Now, click on another segment "Commodity" and check for Value Set Validation Type.
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It's "Dependent"
Navigation: Inventory > Setup > Flexfields > Key > Values
Click Find
Save
Note: PO Item Category value set Validation Type is "Independent". So, what ever the values we are
adding into this value set, all values will display. But, the "Commodity" value set is "Dependent" value
set. So, We need to define the Dependent value from previous value set and then we need to add the
new value.
Now, add the another value "Items" in the value set "Commodity"
While adding the new value in the Dependent Value Set, we need to mention the Independent Value of
the previous value set. In our case, the previous value set is PO Item Category. So, we need to enter the
value from that value set.
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Now, create the Purchasing category "Marketing Materials" and "Marketing Items" and assign it to
Purchasing Category Set
Click on "New"
Save
Navigation: Inventory > Setup > Items > Categories > Category Sets
Query the default "Purchasing" Category Set and add the Category "Marketing. Items" into that
Purchasing Category Set
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Save
5. Category Mapping:
Query the newly created Purchasing Category and map it to Shopping Category.
In our case, the newly created Purchasing Category is "Marketing.Items" and Shopping Category is
"Marketing.Items"
Click on "Map"
Click "Apply"
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Now, it's mapped.
Now, create the new item and assign the newly created Purchasing Category "Marketing.Items"
Select the Action "Create Local Content Zone" option from the LOV and click on "Go"
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Enter the Content Zone Name and Description. And select the "Suppliers", "Categories" and then assign
the "Content Zone Security"
Include items from all suppliers: Users can create the requisitions for all the items for all the suppliers
(It should have Blanket Purchase Agreements)
Include items from specific suppliers: Users can create the requisitions for the items which was
assigned to a specific supplier. If we enable this option then we need to enter that specific supplier
name (It should have Blanket Purchase Agreements)
Exclude items from specific suppliers: Users cannot create the requisitions for the items which was
assigned to a specific supplier.
Exclude items that are sourced from suppliers: Users cannot create the requisitions for the items which
was already sourced from the suppliers (ASL and Sourcing Rule).
Include items without suppliers: Without the Blanket Purchase Agreements, the users can create the
requisitions for all the items. As soon as we create the items with purchasing category and if that
purchasing category mapped into shopping category then we can raise a requisition.
In the above case, we have created the "Doyen Content Zone" and restricted by specific category
"Marketing.Items" and operating Unit "OM_Operating Unit". So, we can raise a requisition for all the
items that belongs to "Marketing.Items" category without the Blanket Purchase Agreements.
Click "Apply"
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Get the confirmation page and our newly created content zone "Doyen Content Zone".
You can set up information templates to gather additional information in Oracle iProcurement to pass
necessary order processing information to suppliers. When an information template is assigned to a
category or item, the application prompts requesters to provide the information specified in the
template when the item is added to the shopping cart. This information becomes a line-level attachment
to the requisition.
For example, you can implement information templates for items such as business cards that require
additional information (name, address, e-mail address, phone) from the requester. Oracle iProcurement
prompts for name, address, e-mail address, and phone number when you order business cards. Each
information template must be associated with an Oracle Purchasing item or item category. If an
information template is associated with an item category, all items belonging to that category are also
associated with the template.
Responsibility: Purchasing Super User
Requesters can procure an item or service that is not found in the catalog. For these cases, they can use
a non-catalog request. The non-catalog request offers the ability to add an item or service to the
shopping cart based on a description of the item or service. Through the use of smart forms, companies
can conveniently control both the list of fields and whether a particular field is enterable or pre-defined.
For example, purchasing organizations can lock-down the purchasing category for certain requests and
thereby more accurately categorize spend. Similarly, purchasing administrators can ensure spend is
exclusively directed to preferred suppliers, and default contract numbers achieve touchless buying.
The following figure shows the non-catalog request that requesters can enter. In the Item Type field,
requesters can enter goods billed by quantity, service billed by quantity, or goods or services billed as an
amount.
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In addition to this standard non-catalog request, you can create different smart forms and assign them
to one or more stores.
Oracle iProcurement provides a default standard smart form. The catalog administrator can create
multiple additional smart forms. For example, you can create a Computer Services smart form and an
Office Services smart form. Once these smart forms are assigned to a store, both appear for the
requester to select from.
To use the single, standard smart form that Oracle iProcurement provides, you do not need to perform
any setup other than the profile options.
Responsibility: iProcurement Catalog Administration
Create the Smart Form by entering Name, OU, Item Type and Default item Information and Default
Supplier Information details.
Click "Apply"
Will get the Confirmation page and it will display the newly created Smart Form name.
Enter the Store details and assign the Content Zones and Smart Forms
Click on "Continue"
Sequence Stores:
Click "Apply"
Store is created successfully. But, it's not in the front in the list.
Click "Apply"
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Profile Options
Create the Requisition:
Enter the List Price in Master Org level and then check whether it's available in iProcurement.
Click "Checkout"
Click "Next"
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Note: Approval list has not been generated. Because, "Owner can approve" is enabled and preparer
have the limit to approve this document.
Click "Next"
Click "Submit"
Case II - Item with Blanket Purchase Agreement and without List Price:
Create the new item "Flex Boards" and DON'T enter the LIST PRICE. Also assign the Purchasing Category
"Marketing.Items".
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Create the Blanket Purchase Agreement for the item "Flex Boards" with Price USD 25.
Blanket Purchase Agreement# 5004 has been Created and Submitted for Approval.
Now, this item is available in iProcurement for shopping with Price of USD 25 which is from BPA and can
see the Source as "Agreement 5004".
Case III - Item with List Price and Blanket Purchase Agreement:
Create a new Item "Pamphlets" and enter the List Price as 30 USD
Create the BPA for this item with Item Price as USD 40
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Blanket Purchase Agreement# 5005 has been created and Approved for the Item "Pamphlets" with
USD 40.
This item is available in iProcurement with List Price USD 40. This price is from BPA and not from List
Price.
Set the Profile Option "POR: Autocreate Shopping Category and Mapping" to "Yes" (Site Level)
Query the KFF for "Item Categories" and check the Segments and Value Sets for "PO Item Category"
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Commodity = Commodity
B). Add the new values "Purchase" & "Materials" in both the value sets
Add the new value "Purchase" in "PO Item Category" Value Set
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Add the new value "Materials" in "Commodity" Value Set
Navigation: Inventory > Setup > Items > Categories > Category Codes
D). Add this new purchasing category "Purchase.Materials" into "Purchasing" Category Set
Navigation: Inventory > Setup > Items > Categories > Category Sets
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Step 3: Item Creation:
Create a new item "Filter" with List Price USD 50 and assign the new Purchasing Category
"Purchase.Materials".
Automatically Shopping Category has been created with the same Purchasing Category name and it's
Mapped. This is because of that profile option.
Item not available in iProcurement. Because we have restricted the catalog by category name
"Marketing.Items".
Step 6: Check our content zone "Doyen Content Zone" for our Store:
Click on "Update" button for our content zone "Doyen Content Zone"
Change this restriction and enable "Include items from all categories"
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Apply.
Now, check the item "Filter" is available in iProcurement for shopping or not
Created the Internal item "Internal Item2" with Purchasing Category "Purchase.Materials" and assigned
to OM1 & OM2
Query the Organization OM1 "OM_Inventory Organization" and note down the Location.
Query the Location "Doyen Newyork Location 1" and attach the Inventory Organization "OM1-
OM_Inventory Organization"
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Define the Shipping Networks between both the Inventory Organizations OM1 and OM2
Defined the Internal Customer "OM Internal Customer" and attached the internal location and
organization in Ship To site.
Click "Checkout"
Click "Next"
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Click "Submit"
Pick Release the order and do Shipping and then receive the item in OM1.