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$$erentattributesaresel$eplanatory&e$erto;etalin+$ordetails&
Theeampleinscreenshotdisplays>ocumenttype$orPurchaseorder,butthesetupmustbecon$i#ured$orother>ocument
Typesbein#usedtoo&
- iProcurement Setups [not BR100] http://oracle.anilpassi.com/index2.php?option=com_content&tas
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>e$inee$inee$inee$ine
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iscountaccounts&
AlsoSpeci$ythe$ollo"in#here
.Whethersuppliernumberin#ismanualorautomatic&
.>e$aultpaymentterms$orsay!month1,andde$aultpaymenttypeli+eElectronic&
.Speci$y%B,>e$aultinventorylocationandshiptoandbillto,$rei#htetc
.Encumbrance-.speci$y"hetheryouuseencumbranceandthetype
.>e$aulttacode
.GATre#istrationnumbero$%peratin#unit
>e$inePurchasin#%ptions>e$inePurchasin#%ptions>e$inePurchasin#%ptions>e$inePurchasin#%ptions
A#ain,thisscreenisde$inedper%peratin#unit,anditdrivesde$aults)variouscontrolsinPurchasin#)iProcurement&
Speci$yvariouscontrolsli+e;inreleaseamount,PriceBrea+Type,PriceTypeLsay$iedM&
>e$ineAccrualrulesandEpenseAPaccrualaccount&
>e$inepricetolerancerules,tade$aults)documenttypenumberin#&
>e$ineeceivin#%ptions>e$ineeceivin#%ptions>e$ineeceivin#%ptions>e$ineeceivin#%ptions
Gariousreceiptsrelatedsetupper%peratin#Fnit,li+eTolerance,SubstituteeceiptAllo"ed&
>e$inetransactionreasons>e$inetransactionreasons>e$inetransactionreasons>e$inetransactionreasons
@ourclientspeci$icsetup,re$er;etalin+&Primarilythisisaninventory$unction&
>e$inelocations>e$inelocations>e$inelocations>e$inelocations
ThelocationsI%$$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:;
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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:;
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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
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N%TE-Asyoumayhavenoticed,e$$ectively"earetryin#tocreateapunchoutde$initionin%racleAppsReitherbydo"nloadin#
theSupplier3spunchoutde$inition$romechan#eorbydirectlycreatin#thePunchoutde$initionin%racleApps&
>isplaythepunchoutsiteoniProcurement/omepa#e>isplaythepunchoutsiteoniProcurement/omepa#e>isplaythepunchoutsiteoniProcurement/omepa#e>isplaythepunchoutsiteoniProcurement/omepa#e
This"illbethelaststep&@ouneedtode$ineastorethatisattachedtothepunchoutcatalo#de$inition&
orthis9lic+oncreatestoreinresponsibility'nternetiProcurement9atalo#Administrator7
This$inishesthepunch.outsetup"ithyourSupplier&
- iProcurement Setups [not BR100] http://oracle.anilpassi.com/index2.php?option=com_content&tas
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urthernotes-.urthernotes-.urthernotes-.urthernotes-.
!&@oursupplierspunchoutbas+etmaycontainitems"ithF%;sthatarenotde$inedin%racleAppsinventorymodule&'nthis
case,youmustnavi#atetoresponsibilitye9ommerce=ate"ay7andde$inethosemappin#susin#menu9ode9onversion
Galues7
2&Asperthe%A=$ormat,theitemcate#oryusedinpunchoutbas+etsisdi#itFNSPS9code&E$$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
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"rittenbyamesh,'ndia,Kanuary0H,2008/iAnil,
Thisisecellentdocumnet&&&/ato$$toyou$oryoure$$orts&
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- iProcurement Setups [not BR100] http://oracle.anilpassi.com/index2.php?option=com_content&tas
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Ecellentarticle,'hadbeenloo+in#$orsuchadetailedeplanation$oralon#time&;yinterestsinto%racleallstarted
"ithiprocurementtrainin#tosuperuserandthenmovin#ontounderstandother%ralcemodules&
'have#onethrou#hthearticletodaymorethantimesandeverytimeireadit,i$eelimcatchin#important$eaturesone
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"rittenbyPrativa,;arch06,2008
/iAnil,WehavePurchasin#setup,'havetoimplimenti.procurement&'$oundthisasavery#ooddocument&
9ouldyoupleaseprovidemorestepbystepinstructions&Weneedtohavebothcatalo#andnoncatalo#s&
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"rittenbyKabs,;arch20,2008
/ianil,'amane"beetooracleappsandihaveQoinedanor#anisationrecentlyandintheproQectassi#nedi
havetoenableiprocurementmoduleintheapplication"here$inancialsandpurchasin#isalreadyrunnin#*canu#iveme
thestepsho"canidothat*anddoihavetoapplyanypatches$orthat*i"illbevery#rate$ultoyouanil&
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"rittenbyAnura#Bhatt,April0,2008
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'amtryin#toplayaround"ith%racleAppsGision'nstance&'de$inedane"business=roup"hichisan%peratin#Fnit
alsoandne"responsibility&>e$ine/-Securitylevel,/r-Business=roupetc&FnderPurchasin#responsibility,'amnot
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"rittenbySharon,Kune0!,2008
hiAnil,
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- iProcurement Setups [not BR100] http://oracle.anilpassi.com/index2.php?option=com_content&tas
20 4/12/2016
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Than+s
&&&&&&&&&&&&
"rittenbyAnilPassi,Kune!5,2008
/iAvinash
>idyouloadthe:;
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&&&&&&&&&&&&
"rittenbysarath+umar,Kuly!,2008
/i,
Pls$or"ardmethesetupstepsandsetupdocumentotimplementin#isuppliermodule
than+sinadvance,
sharath
&&&&&&&&&&&&
"rittenby Qaihindreddy,Kuly!,2008
/iAnil
eallynicedoc&;yclientisimplementin#punchout"ith2suppliers&9lientisas+in#ho"topunchouttheinventory
items&i&e&"hen"esubmittheshoppin#cartinsuppliersiteitdirectlycomestoiProshoppin#cartand"ithe.commerce
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itemthrou#hpunchout&
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/o"ever,incaseo$directpunchouts,you"illhavetoopen$ire"allports$ormachineso$eacho$yourpunchoutsuppliers
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- iProcurement Setups [not BR100] http://oracle.anilpassi.com/index2.php?option=com_content&tas