In our case, the previous value set is PO Item Category. So, we need to enter the value from that value set. Step 5: Create Purchasing Category Code. Step 6: Assign Category into Category Set. Category Mapping:. Query the newly created Purchasing Category and map it to Shopping Category. Select the check box. Item Creation and Purchasing Category Assignment:.
Apply the Purchasing Template. Assign the Purchasing Category. Assign it to required organizations. Content Zone Creation:. Enter the Content Zone Name and Description. Note for Suppliers:. 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 can not create the requisitions for the items which was assigned to a specific supplier.
Exclude items that are sourced from suppliers: Users can not 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. Information Template Creation:. 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. Define the Template Name and enter all the other details. Smart Forms Creation:. 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. 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. Will get the Confirmation page and it will display the newly created Smart Form name.
Create Stores:. Sequence Stores:. A: Suppliers punchout basket will always contained universally recognized category codes i. You will need to define the mapping for each such expected code in eCommerce gateway. How can we do it? This will enable Real-Time processing of requisition mainly because the user can get a PO Number within the same browser session if auto-approval is enabled. How you achieve it? A: Once the requisition is completely approved and required automatic approval steps performed, the PO is created automatically and approved.
Thus one does not has to go through the purchasing department where in the buyer would call for an RFQ, then go through the process of calling quotations, followed by the quotation analysis.
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. Add two new values like " Materials " and " Items ". Step 5: Create Purchasing Category Code. Click on " New ". Create a new Category Code like " Marketing. Items ". Step 6: Assign Category into Category Set. Items " into that Purchasing Category Set.
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.
Query by either " Purchasing Category " name or " Shopping Category " name. Select the check box. Click on " Map ". Query the Shopping Category " Marketing. Now, it's mapped. Purchasing Category " Marketing. Items " have been mapped to Shopping Category " Marketing. Item Creation and Purchasing Category Assignment:. Now, create the new item and assign the newly created Purchasing Category " Marketing.
Apply the Purchasing Template. Assign the Purchasing Category. Change the default category name from " MISC. MISC " to " Marketing. Assign it to required organizations. Content Zone Creation:. Enter the Content Zone Name and Description. Note for Suppliers:. 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 can not create the requisitions for the items which was assigned to a specific supplier. Exclude items that are sourced from suppliers: Users can not 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. So, we can raise a requisitions for all the items that belongs to " Marketing. Items " category without the Blanket Purchase Agreements.
Get the confirmation page and our newly created content zone " Doyen Content Zone ". Information Template Creation:.
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.
Define the Template Name and enter all the other details. Created the " Doyen Information Template " and saved. Smart Forms Creation:. 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. 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.
Click " Create Smart Forms ". Assign the " Information Template " which was created earlier. Will get the Confirmation page and it will display the newly created Smart Form name. Create Stores:. A store enables you to group content zones and smart forms into a single, searchable store. The store should be easy for requesters to understand - for example, a store containing all computer supplies or all office supplies.
Click on " Create Store ". Click on " Continue ". Sequence Stores:. Assign the " Sequence ". Store is created successfully. But, it's not in the front in the list. Click " Sequence Stores ". Now, it's sequenced and displayed in the front. Create iProcurement Responsibility:. Responsibility: System Administrator. User - Responsibility Assignment:. Assign it to User "Doyen1".
Create the Requisition:. Case I - Item without and with List Price:. Responsibility: iProcurement, Doyensys. Navigation: iProcurement Home Page.
Search our item " Banners " in our Store " Doyen Store ". Item not available in our Store. List Price at Master Organization level:. List Price is not available for this item " Banners ". Entered List Price in Master Org is Now check whether this item is available in iProcurement for shopping.
Search for the Item " Banners ". Still this item is not available for shopping. List Price at Inventory Organization:. Now, enter the List Price in child Organization. Query the Item and enter the List Price as Now query this Item in iProcurement. Now, this item is available for Shopping. Create Catalog Requisition:.
Click " Add to Cart ". Item have been added into Cart. Click " View Cart and Checkout ". Click " Checkout ". Click " Next ". Note: Approval list has not been generated. Because, " Owner can Approve " is enabled and preparer have the limit to approve this document.
Click " Submit ". Requisition has been created and submitted. Requisition has been Approved. Check the " Requisition Summary ". It's a Purchase Requisition and it's in Approved status.
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