Apps - iProcurement Setups [not BR100].pdf

8/18/2019 Apps - iProcurement Setups [not BR100].pdf

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iProcurement Setups [not BR100] |Print|WrittenbyAnilPassi

Sunday,26November2006Sunday,26November2006Sunday,26November2006Sunday,26November2006

ThisisnotacomprehensiveB!00,butthisarticle"ill#iveyouanoutlineo$thestepstoimplement%racleiProcurementusin#

Punchouts&

'"illtrytocoverasmanysteps$or$ullcycleiProcurementimplementationusin#Punchouts&Thisisduetoemailre(uests)the

commentre(ueststhat'receivedto"ritesomethin#oniProcurementimplementation&

Whatisapunchout*Whatisapunchout*Whatisapunchout*Whatisapunchout*

'nyouriProcurementhomepa#e,yoursupplierscanraisere(uisitiontobuyitemsli+estationary&Bypunchout,"einte#rate

iProcurement"ithSuppliers"ebsite&romausersperspectivebelo"stepsta+eplace-.

!&Buyerlo#sintoiProcurement/omepa#e

2&Buyerthenseesvarioussuppliers$or"hichpunchoutsareenableddependin#ontheirsecurityviarealm)securedattributes1

&Buyerclic+sonastationarysupplierandbro"serdisplayssupplier3s"ebsite&

4&Buyerselectstheitemsonsupplier"ebsiteandaddsthemtohiscart&

5&Buyerchec+soutthebas+et$romSuppliersiStore"ebsite1

6&Theitemsselectedarebrou#htinasShoppin#Bas+etiniProcurement7

8&e(uisitioniscreatediniProcurementandsent$orApprovalcanbeautoapproved1&

TypicaliProcurementStepsassumin#noencumbrancessetup1TypicaliProcurementStepsassumin#noencumbrancessetup1TypicaliProcurementStepsassumin#noencumbrancessetup1TypicaliProcurementStepsassumin#noencumbrancessetup1

a&9reatee(uisition

b&Approvee(uisition

c&Auto.create)auto.approvePurchase%rders$orapprovedre(uisitions&

d&SendP%:;ecidetherules$oryouraccount#eneration&orthisyou"illneedtocustomi?eP%e(uisitionAccount=enerator7&ordetails

o$account#eneratorimplementationvisitlin+Account=enerationusin#Wor+$lo"&

@oumayalsovisitebuildin#=eneratedAccountiniProcurement!!&5&!0usin#%Arame"or+

P%9reate>ocumentsWor+$lo"P%9reate>ocumentsWor+$lo"P%9reate>ocumentsWor+$lo"P%9reate>ocumentsWor+$lo"

'niProcyoucreatee(uisitions,"hichthen#etconvertedtoaPurchase%rderusin#"or+$lo"P%9reate>ocuments7&'nthis"or+$lo",youmusteamine)modi$ythede$aultvalueso$$ollo"in#attributessamplede$aultsvalueslistedbelo"1-.

'sAutomatic9reationAllo"ed..@

ShouldP%becreated$romiProcre(uisition"ithoutuserintervention&

'sAutomaticApprovalAllo"ed@

Should9ontractbeusedtoautocreate>oc @

Shouldnon.catalo#re(uestbeautosourced$romcontract @

's9ontracte(uiredone(uisition


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Therecouldbeotherattributeso$yourinterest,butmyimplementationinvolvedusa#eo$contractstocreatePurchase%rders&

Wehaveablan+etcontracta#ainsteachiProcsupplier&Thevaluesabove$orthoseattributesaremerelyindicativeo$one

scenario&

P%e(uisitionApprovalWor+$lo"P%e(uisitionApprovalWor+$lo"P%e(uisitionApprovalWor+$lo"P%e(uisitionApprovalWor+$lo"

Similarly$or"or+$lo"P%e(uisitionApproval7,assi#nade$aultvalue$orattribute

SendP%Auto.creationtoBac+#round N

Thismeans,assoonasae(uisitionisapproved,thecreationo$Purchase%rderis+ic+edo$$ratherthan"ait$or"or+$lo"

bac+#roundprocess1

9har#eAccountle$ield>isplay.Priorto!!&5&!09har#eAccountle$ield>isplay.Priorto!!&5&!09har#eAccountle$ield>isplay.Priorto!!&5&!09har#eAccountle$ield>isplay.Priorto!!&5&!0

'$youarenoton!!&5&!0,thenyou"ouldbeusin#AC>eveloper&

Priorto!!&5&!0,@ou"illmodi$ybelo"ACre#ionstoenablere#ionitemsP%D9/A=EDA99TDSE=!&&&:dependin#uponthe

numbero$se#mentsinyouraccountin#$le$ield&1

P%DB'


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Pro$ilePro$ilePro$ilePro$ile SiteSiteSiteSite NoteNoteNoteNote

'ndicateAttachments @es Sho"attachmenticon

'NG->ynamicPrecision%ption .HHHHHH0

P%: Terms and Conditions FileName Noneed$orPunchouts

;%-%peratin#Fnit @ouroperatin#Fnit

'9:->aysNeededBy 4..9han#easyoudesire

'9:-%verride


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P%-SystemApproversAre

;andatory @es

P%-FseSe(uence$or

e(uisitionNumberin# No

P%-9atalo#Bul+irectory '#nore$orpunchout

P%-9atalo#Bul+e$ault '#nore$orpunchout

P%->e$ault9urrency9onversion

ateType 9orporate 9han#easyou"ish

P%-EditAccountse#ions P%DB'BA orhelpcustomisations

P%-/osted'ma#es>irectory '#nore$orpunchout

P%-'tems>isplayNum

P%-


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P%-Select'nternale(uisition$or

9on$irmeceipt No

P%-Select'nventory

eplenishment


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%nceyouhavede$inedApproval=roups,youcanuseApprovalAssi#nmentsscreentoassi#napprovalrulestoPositionsor

Kobsde$inedin/;S&

Assi#nApproval=roupAssi#nApproval=roupAssi#nApproval=roupAssi#nApproval=roup

E$$ectivelyinthisscreen,you#iveabilitytoyourbuyerstoApprovedi$$erentdocumenttypesli+ee(uisitions,Blan+ets,

9ontracts"ithintherestrictionsasthey"erede$inedinApproval=roupsLpriorstepM

>e$ine>ocumentTypes>e$ine>ocumentTypes>e$ine>ocumentTypes>e$ine>ocumentTypes

Thedi$$erentattributesaresel$eplanatory&e$erto;etalin+$ordetails&

Theeampleinscreenshotdisplays>ocumenttype$orPurchaseorder,butthesetupmustbecon$i#ured$orother>ocument

Typesbein#usedtoo&

- iProcurement Setups [not BR100] http://oracle.anilpassi.com/index2.php?option=com_content&tas

0 4/12/2016


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>e$inee$inee$inee$ine


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iscountaccounts&

AlsoSpeci$ythe$ollo"in#here

.Whethersuppliernumberin#ismanualorautomatic&

.>e$aultpaymentterms$orsay!month1,andde$aultpaymenttypeli+eElectronic&

.Speci$y%B,>e$aultinventorylocationandshiptoandbillto,$rei#htetc

.Encumbrance-.speci$y"hetheryouuseencumbranceandthetype

.>e$aulttacode

.GATre#istrationnumbero$%peratin#unit

>e$inePurchasin#%ptions>e$inePurchasin#%ptions>e$inePurchasin#%ptions>e$inePurchasin#%ptions

A#ain,thisscreenisde$inedper%peratin#unit,anditdrivesde$aults)variouscontrolsinPurchasin#)iProcurement&

Speci$yvariouscontrolsli+e;inreleaseamount,PriceBrea+Type,PriceTypeLsay$iedM&

>e$ineAccrualrulesandEpenseAPaccrualaccount&

>e$inepricetolerancerules,tade$aults)documenttypenumberin#&

>e$ineeceivin#%ptions>e$ineeceivin#%ptions>e$ineeceivin#%ptions>e$ineeceivin#%ptions

Gariousreceiptsrelatedsetupper%peratin#Fnit,li+eTolerance,SubstituteeceiptAllo"ed&

>e$inetransactionreasons>e$inetransactionreasons>e$inetransactionreasons>e$inetransactionreasons

@ourclientspeci$icsetup,re$er;etalin+&Primarilythisisaninventory$unction&

>e$inelocations>e$inelocations>e$inelocations>e$inelocations

ThelocationsI%$$iceAddress"hereyoursuppliers"illdeliver#oodsandalsosendinvoices&

>e$ineEmployees>e$ineEmployees>e$ineEmployees>e$ineEmployees

FsethisscreeninP%i$youdonothave$ull/;SSuiteinstalled,in"hichcaseyou"ouldbeusin#shared/installed

cutdo"nversiono$/;StosupportPurchasin#1&

>e$ineBuyers>e$ineBuyers>e$ineBuyers>e$ineBuyers

>e$inethepeoplethatcanuseApplicationtocreateandapprovedocuments&

9ate#orySearch>isplay9ate#orySearch>isplay9ate#orySearch>isplay9ate#orySearch>isplay

Notneeded$orpunchoutimplementations&

:;e$ine/ubs:;e$ine/ubs

Fsethis$ormtode$inethehubsvia"hich:;


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:;e$ineTransactions:;e$ineTransactions

/ereyouindicate,thetypeo$>ocumentsyou"ishtoechan#e"ithyoursuppliersusin#:;<

:;e$ineTradin#Partner:;e$ineTradin#Partner

'nthisscreenyou"illcreatearecord$oreachSupplier"ith"homyou"ishtoechan#e:;ocumentselectronically&

oreample,i$you"ishtosend:;


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@ou"illalsocapturetradin#party3s>FNSnumbersinthisscreen&

>urin#theimplementationsyouusuallyusetestechan#e&oracle&com&

The>FNSnumber$orthesupplieralsoneedstobeenteredintheE>'e$inition

Screen&

The>FNSnumber$oryourimplementationclientneedstobeenteredintheE>'etailssectiono$

EDA9/DGPriorto!!&5&!0it"as

P%DE9:D/EA>EDA9/DG1

iProcurementusesthe:;


11/20

Theyalsoneedtospeci$yotherconnectiondetailstotheirserverli+eportnumber,useridpass"ordetc&

Echan#eserver"illusethosecredentialstoconnectandpostthe:;ocumentP%0081

Note-Note-Note-Note-%racleEchan#esupportsvariousprotocolsli+ehttp,https,smtp&Thesupplierselectsaprotocolbasedontheprotocols

theirserversupports&

SupplierEnablesthemselves$orPunch%utontheEchan#eServer

%raclesupportsbothc:;


12/20

orthis,clic+on;ana#e9ontent7inresponsibility'nternetiProcurement9atalo#Administrator7

9lic+oncreatecatalo#

SelectPunchoutcatalo#andclic+oncontinue

Asinpictureabove,"eselectSupplierand>irectPunchout&

=iventhatyouarecreatin#Punchoutde$initiono$thesupplier$romscratchstrai#htin%racleApps,youthenneedtoenter

in$ormationinbelo"$ieldsli+ePunchoutF


13/20

N%TE-Asyoumayhavenoticed,e$$ectively"earetryin#tocreateapunchoutde$initionin%racleAppsReitherbydo"nloadin#

theSupplier3spunchoutde$inition$romechan#eorbydirectlycreatin#thePunchoutde$initionin%racleApps&

>isplaythepunchoutsiteoniProcurement/omepa#e>isplaythepunchoutsiteoniProcurement/omepa#e>isplaythepunchoutsiteoniProcurement/omepa#e>isplaythepunchoutsiteoniProcurement/omepa#e

This"illbethelaststep&@ouneedtode$ineastorethatisattachedtothepunchoutcatalo#de$inition&

orthis9lic+oncreatestoreinresponsibility'nternetiProcurement9atalo#Administrator7

This$inishesthepunch.outsetup"ithyourSupplier&


20 4/12/2016


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urthernotes-.urthernotes-.urthernotes-.urthernotes-.

!&@oursupplierspunchoutbas+etmaycontainitems"ithF%;sthatarenotde$inedin%racleAppsinventorymodule&'nthis

case,youmustnavi#atetoresponsibilitye9ommerce=ate"ay7andde$inethosemappin#susin#menu9ode9onversion

Galues7

2&Asperthe%A=$ormat,theitemcate#oryusedinpunchoutbas+etsisdi#itFNSPS9code&E$$ectivelyFNSPS9codeisa

#lobalcode$oritemcate#ories&/o"everin%racleEBS,"eimplement'tem9ate#oriesusin#Ceyleield$or'tem9ate#ories&

orase#ment'temcate#ory$le$ieldininventory,youritemcate#orymayloo+li+eAA&BB&99&Thisvalueo$AA&BB&99must

bemapped"iththeFNSPS9codesthatyoursuppliers"illbesendin#$ortheiritemcate#ories&Thisde$initionismappedinthe

samescreenundere9ommerce=ate"ay7&

Comments (30)SubscribetothiscommentUs$eed

&&&&&&&&&&&&

"rittenbyKanel,Kanuary0,2008

Etremelybetterthanthe%racledocumentationV

&&&&&&&&&&&&

"rittenbyamesh,'ndia,Kanuary0H,2008/iAnil,

Thisisecellentdocumnet&&&/ato$$toyou$oryoure$$orts&

Th,

amesh

&&&&&&&&&&&&

"rittenbySiva,ebruary2,2008

/iAnil,

thedocumentisvery#oodanduse$ul&

&&&&&&&&&&&&

"rittenbyAnilPassi,ebruary24,2008

Than+sSivaV

&&&&&&&&&&&&

"rittenbyAnilPassi,ebruary28,2008

/iSantosh

Than+s$oryour+ind"ords&

Notsure"hereyouarebased*'occassionallymeetup"ithmye.collea#uesthatare%racle9onsultants"or+in#on

di$$erentproQects&'$youarebasedaroundesai,ebruary28,2008

/iAnil,


20 4/12/2016


15/20

Ecellentarticle,'hadbeenloo+in#$orsuchadetailedeplanation$oralon#time&;yinterestsinto%racleallstarted

"ithiprocurementtrainin#tosuperuserandthenmovin#ontounderstandother%ralcemodules&

'have#onethrou#hthearticletodaymorethantimesandeverytimeireadit,i$eelimcatchin#important$eaturesone

atatime,"hichis(uiteobvious$orabe#innerli+eme&

/opetomeetyousometimeinthe$uture$oryouecellentarticle-.M

Santosh>esai

&&&&&&&&&&&&

"rittenbyPraveen9halla,;arch05,2008

A"esomeAnil&Nicearticle$oriprocurementimplementation&'cameacrossthissite"hilebro"sin#on#oo#le&

Thecontentandthee$$ort"hichhas#oneintoma+in#thissitereallyama?esme&=reatKobVVV'recommendthissitetoall

mycolle#ues&

&&&&&&&&&&&&

"rittenbyPrativa,;arch06,2008

/iAnil,WehavePurchasin#setup,'havetoimplimenti.procurement&'$oundthisasavery#ooddocument&

9ouldyoupleaseprovidemorestepbystepinstructions&Weneedtohavebothcatalo#andnoncatalo#s&

Than+sandre#ards,

Prativa&

&&&&&&&&&&&&

"rittenbyKabs,;arch20,2008

/ianil,'amane"beetooracleappsandihaveQoinedanor#anisationrecentlyandintheproQectassi#nedi

havetoenableiprocurementmoduleintheapplication"here$inancialsandpurchasin#isalreadyrunnin#*canu#iveme

thestepsho"canidothat*anddoihavetoapplyanypatches$orthat*i"illbevery#rate$ultoyouanil&

than+sandre#ards

Qabs

&&&&&&&&&&&&

"rittenbyAnura#Bhatt,April0,2008

/iVAnil

'amtryin#toplayaround"ith%racleAppsGision'nstance&'de$inedane"business=roup"hichisan%peratin#Fnit

alsoandne"responsibility&>e$ine/-Securitylevel,/r-Business=roupetc&FnderPurchasin#responsibility,'amnot

abletode$inePurchasin#Parametersas'tisnotallo"in#update&Fnder>ocumentType"indo",'seeonlyJuotation)

JandnotP%etc&

Pleasetellme"hatelse'needtochec+**

&&&&&&&&&&&&

"rittenbySharon,Kune0!,2008

hiAnil,

'$youcanplshelpmeoutonAdvancedPricin#&'"antto+no"i$itispossibletoinvoicethecustomer"iththeiscoutin#Privele#etoFnlimited&@our$eedbac+"illbeabi#

helptome


20 4/12/2016


16/20

Than+s

&&&&&&&&&&&&

"rittenbyAnilPassi,Kune!5,2008

/iAvinash

>idyouloadthe:;


17/20

&&&&&&&&&&&&

"rittenbysarath+umar,Kuly!,2008

/i,

Pls$or"ardmethesetupstepsandsetupdocumentotimplementin#isuppliermodule

than+sinadvance,

sharath

&&&&&&&&&&&&

"rittenby Qaihindreddy,Kuly!,2008

/iAnil

eallynicedoc&;yclientisimplementin#punchout"ith2suppliers&9lientisas+in#ho"topunchouttheinventory

items&i&e&"hen"esubmittheshoppin#cartinsuppliersiteitdirectlycomestoiProshoppin#cartand"ithe.commerce

#ate"aycate#orymappin#but"heresupplierandinventoryitemistied&'sitastandard$unctionalitytoprocureinventory

itemthrou#hpunchout&

Than+s

Qaihind

&&&&&&&&&&&&

"rittenbyAnilPassi,Kuly!,2008

/iKaihind

Beenlon#timeno"since'"or+edoniProc&

'thin+Whenyoupunchout,theSupplier'tem'temisbrou#htintoiProcurement&

Atthetimeo$P%9reation,i$thatSupplier'temNumberhadeverbeenassociatedininvetoryDitemDidinP%D


18/20

Aamer

@ournet"or+teamshouldopenthe$ire"allport&

'$youarepunchin#outviaechan#e,thensimplyopenthe$ire"al$orechan#e&oracle&com

/o"ever,incaseo$directpunchouts,you"illhavetoopen$ire"allports$ormachineso$eacho$yourpunchoutsuppliers

Than+s,

AnilPassi

/elp/elp/elp/elp

"rittenbyPradeepConduru,%ctober2,2008

Anil

9lient"antstoimplementiP$ornoninventoryitemsLepenseitemsM&Theseitemsarenotintheir'NGatall&9urrently

theycreateP%s$ortheseitemsbyQust$illin#inthedescription$ieldintheP%


19/20

>eva

9han#esmadetoc:;esi#ner&L2&6&&0&0M

M;appedtheAddress'>atthelinelevel

4MFploadedthe;apbac+toServerbyphysicallyplacin#the$ileandalsothrou#h


20/20

Ama?in#articleAma?in#articleAma?in#articleAma?in#article

"rittenbyven+ata+rishnan,;arch08,200

Absolutelyama?in#&Geryclearinpresentation&

Than+s

Gen+at

Ama?in#Article&&&&&&Ama?in#Article&&&&&&Ama?in#Article&&&&&&Ama?in#Article&&&&&&

"rittenbyGiQaya+umarCasi,;arch!H,200

Anil,

Ama?in#Article&&&&AKobWell>one&

e#ards,

Casi,GiQaya+umar

@oumustbelo##edintoacomment&Pleasere#isteri$youdonothaveanaccountyet&

9loseWindo"


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Apps - iProcurement Setups [not BR100].pdf