Scribd
Upload
730 views25 pages

Oracle Iprocurement Set Up

1. Oracle Iprocurement Setup outlines steps for configuring categories, content zones, stores, agreements, and requisitions. Key steps include creating categories and mapping them, defining a category hierarchy, setting up content zones and stores, uploading agreements, and configuring internal requisitions and receiving. 2. Setting up categories, content zones, and stores allows organizing and controlling access to procurement content. Agreements can be uploaded from Oracle Purchasing. Internal requisitions require defining items and locations. 3. Important profile options control category and mapping creation, source selection, category loading, and charge accounts. Receiving is configured for direct delivery and performed by entering a PR or PO number.

Uploaded by

miba_2025
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
730 views25 pages

Oracle Iprocurement Set Up

1. Oracle Iprocurement Setup outlines steps for configuring categories, content zones, stores, agreements, and requisitions. Key steps include creating categories and mapping them, defining a category hierarchy, setting up content zones and stores, uploading agreements, and configuring internal requisitions and receiving. 2. Setting up categories, content zones, and stores allows organizing and controlling access to procurement content. Agreements can be uploaded from Oracle Purchasing. Internal requisitions require defining items and locations. 3. Important profile options control category and mapping creation, source selection, category loading, and charge accounts. Receiving is configured for direct delivery and performed by entering a PR or PO number.

Uploaded by

miba_2025
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 25

Oracle Iprocurement Setup

Content

1. Create Shopping Category


2. Category Mapping
3. Category Hierarchy
4. Define Content Zones
5. Define Sores
6. Using Agreement in Oracle Iprocurement
7. Internal Requisition set up
8. Internal Requisition Cycle
9. Important Profile Options
10. Receiving in Oracle Iprocurement
Created By
Abd Elrahman Gamal
Oracle Iprocurement Setup

1. Create Shopping Category


 Iprocurement Catalog Administration > Schema > Item Category >
Create Category
 And enter the below data:
 Category Key
 Category Name
 Description
 Description: You can use this form to create the Shopping Categories
in the I-Procurement
2. Category Mapping

 Description: You can use this form to assign the Shopping Categories
to the Purchasing Categories in the IProcurement

 Note: Don’t Define any item before doing the category


Mapping

 Iprocurement Catalog Administration > Schema > Category


Mapping
 Enter Purchasing category Name Then Click on Go
 Select the category and click on Map

 Enter the Shopping category Name and Click on Apply


3. Category Hierarchy
 Iprocurement Catalog Administration > Schema > Category
Hierarchy
 Description: You can use this form to create the hierarchy

 Create the Top Level Category

 Then Fill the below data. And click on Apply


 Select the Category and Click on the Insert Existing Child
Button

 And select all the Child Categories and Click on Apply Button
4. Define Content Zones
 Description: You can use this form to create the Content zones to
provide the security for the Categories

 Iprocurement Catalog Administration > Stores > Content Zones

 Then select create Local Content Zone


 Then Click Go

 Then fill the below data and Click on Apply


You can control the Content Zone by The below

 By category
 By supplier
 Content Zone Securiy

By category:
1-Include items from all categories
2 -Include items from specific categories and then add the specific category
3-Exclude items from specific categories .and then add the specific category
4-Include items without shopping categories: items assigned to purchasing category and
this category is not Mapped to a shopping category.

By supplier:
1-Include items from all suppliers.
2-Include items from specific suppliers. Then add the specific supplier.
3-Exclude items from specific suppliers then add the specific supplier.
4-Include items without suppliers (Include master items only).

Content Zone Security:

 Accessible to all users: all users can access the items, which are included in this
content zone.
 Secure by operating units and add a specific Operating Unit. Only users on this
operating unit can access this content zone.
 Secure by responsibilities then select a specific responsibility. Only users who
have this responsibility can access this content zone.
5. Define Sores
Description: You can use this form to create the Stores .And it is
used to organize content in a way that provides easy access to a
more specific range of goods and services (Content Zones, Smart
forms)

 Iprocurement Catalog Administration > Stores > Create Store

 Then fill the below data


 You can add store image by writing the URL of the image on
the image field.
 On the above PS you must Select the Content Zone that you
have defined before

 NOTE: After creating the store, you may find other links
inside this store

 BECAUSE profile option POR:Display Shopping Category


Count is set to Yes.
6. Using Agreement in Oracle Iprocurement
 Create Blanket Purchase Agreement in Oracle Purchasing

 Purchasing Super User > Purchase Order > Purchase Order > And
Select Type (Blanket Purchase Agreement)

 And you can give The Access to more than Operating Unit by
Selecting Tools menu – Enable Organizations. And Select the
Organizations.
 Upload the Agreement to Oracle Iprocurement

 Iprocurement Catalog Administration > Agreements > Upload >


Upload > Download Resources > and fill the Template data > Then
Submit it.

 Then enter the Document number


 Select XML
 Click on Browse to browse the Template
 Click on Submit
 Now you can see the Agreement in the Store as the below

Note:
 Beside the Agreement, you can see the Supplier name
that you created the Agreement with him.
7. Internal Requisition
 To Setup the Internal Requisition you must define the items
as Internal Items in Order Management Tap.

 Then Define Shipping Network and Check Internal Order


Required boxes as the below
 Define Shipping Network between the Source and the
Destination Organizations.
 Inventory > Setup > Organization > Shipping Network

 Define Internal Customer in Order Management and link it


with an internal Location.
 Order management Super User > Customers > Standard > Create.
 In the Business Purposes Tap, Enter (Bill To, Deliver To, Ship
To) Locations

 Then Click in (Detail) mark beside the Location name and


select the Internal Location
 Then click on Apply
 Then Select the below Profile Option to Allow the Selection
of Source.
 POR: Allow Manual Selection of Source: If set to yes and internally
orderable items are displayed, then the Stocked Internally column
will display the Select Source link for all internally orderable items.
8. Internal Requisition Cycle
 Iprocurement > Smart Phones Shop > Smart and Android Phones
 Then select the internal Item “Nokia Lumia “
 Then Click on the link Click here to select a source.

 Select – Internal
 Select the Sub inventory
 Click on Add to cart
 Then Click on View Requisition and Check out

 Click on Continue requisition


 Then Click On Next

 Then Click On Submit


 After That the Internal Requisition became submitted
 And you can continue Shopping

9. Important Profile Options


POR: Autocreate Shopping Category and Mapping: if set to yes. When create a
purchase category there is a shopping category created automatically and they are
mapped.

POR: Allow Manual Selection of Source: If set to Yes and internally orderable items
are displayed, then the Stocked Internally column will display the Select Source link
for all internally orderable items.

POR: Auto Load Shopping Categories


If set to Yes, creates the Shopping Category if the category found in the upload file
does not exist in iProcurement.

POR: Generate and Display Account at Checkout


If set to Yes, iProcurement generates and displays the charge account at checkout
10. Receiving in Iprocurement
 To can Receive orders in Oracle Iprocurement, you must set
the RMA Receipt Routing and the Receipt Routing as
“Direct Delivery “Because there aren’t not Slandered or
Inspection Receiving in Oracle Iprocurement.
 Purchasing > Setup > Organization > Receiving Options

 To Receive the orders in Iprocurement after creating the PR then


Auto create PO you can refer to the below steps
 Iprocurement > Receiving > Receive Items

 Click on Clear
 Enter the PR or PO number
 Then click on Go
Check the line
Click on Next

Click on Next
Click on Submit

Receiving has been done

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy