You're reading...
iProcurement

Oracle iProcurement setups

The main setup steps of iProcurement are,

  1. Loading Schema
  2. Loading Items
  3. Creating Catalogs
  4. Creating Stores
  5. Creating Item category
  6. Creating iProcurement Category and hierarchy
  7. Check mapping of Item categories with iProcurement categories
  8. Managing Base descriptors
  9. Creating Realms (optional)

All these setup steps are done from a single responsibility, Internet Procurement Catalog Administration

Log in to Oracle and go to responsibility, Internet Procurement Catalog Administration


Loading Schema and Items

Navigation: Load Data and Schema > Manage Loading

Click on Download Instructions and Templates

This screen will give you the instructions on how to upload data. It will provide you with the instructions and templates for uploading. You can specify what template you want to download. Click on either Download Text Resouces or Download XML Resources buttons to download the template files along with the instructions.

Click on any of the buttons.

You will be prompted to download the file CatalogTemplates.zip file. Download the zip file and open it.

As we had selected Items and Prices on the iProcurement screen we have got the Item Price template.

Open ItemPrice.txt file. The file will give the format in which data has to be entered for uploading.

#ENCODING    Cp1256

Language Section*    EN-US

Catalog Section    Supplier*    Title

Contract Reference    Operating Unit    Contract Number

Item Price Section    Category*    Action*    Supplier Item*    Supplier Part Auxiliary ID    Description*    Pricelist    Operating Unit    Supplier Site    Unit*    Unit Price*    Currency*    UNSPSC Code    Manufacturer    Manufacturer Item    Alias    Lead Time    Image    Image URL    Attachment URL    Long Description    Comments    Manufacturer URL    Thumbnail Image    Supplier URL    

        SYNC/DELETE

Open the other file in the zip file, Readme_Spreadsheet.htm.

You will get to see the instructions for uploading the file.

You can now fill out ItemPrice.txt file with the data and upload the file into Oracle iProcurement.

On the same responsibility,

Navigation: Load Data and Schema > Manage Loading

Click on Upload Items button

You can select your file and upload it into Oracle. You can also upload the entire schema from the previous screen by clicking on Upload Schema button.

You can upload the file from this screen


Creating Catalog and Stores

Navigation: Manage Content > Catalogs

You can create Catalogs on this screen.

Click on Create button to create a new catalog.

Select the type of catalog you want to create. We shall select Local catalog. Click on Continue button.

We need to enter the catalog details here and click on Submit button. We have created an Internal Catalog as shown below,

Note:
We need to provide a Store for a catalog and also a supplier. If we do not want to assign a supplier we can check the box “include items without suppliers in this catalog“.

We can create Non Catalog Request Templates

Navigation: Manage Content > Non-Catalog Request

Click on Create button.

Enter the details and click on Create button to create a Non Catalog request template.

Navigation: Manage Content > Stores

Click on Create Store

Enter the Store details. Identify which operating units will have access to the store also. Once you click on Submit the store will be created.

We have created 1 store named, Main Store


Creating iProcurement category and its hierarchy

Navigation: Online Schema Maintenance > Manage Item Categories

Click on Create button.

Enter the details and click on Apply button to create the item category.

We have created multiple Item categories. The search screen shows,

Click on Edit button on 1 item category to view the details.

Category Name: IT.Computers.Accessories.Batteries & Adaptors


Creating iProcurement category and hierarchy

Navigation: Online Schema Maintenance > Manage Item Categories

We need to create a Top-Level category at the beginning. Click on Create Top-Level Category button.

Enter the details and click on Apply to create the top level category.

In our instance we have already created a top level category named, Root Category.

We have also created the children categories under top level category, i.e. Root Category.

To create a child category click on the parent category and then Create Child button. We shall create child category named, Test, under Computers category.

Select Computers category

Click on Create Child button.

Enter the category name and key as Test, each. Click on Apply button.

You now have a confirmation message. Now click on the button to see all the children categories.

Now you see that the category Test has been added as an iProcurement category.

   
Mapping Item Categories with iProcurement hierarchy

Navigation: Online Schema Maintenance > Map iProcurement Categories

We have already mapped the iProcurement categories with the Item categories. We shall query for the iProcurement categories starting with IT.

You can see that that the iProcurement categories on the left (under heading Category Name) have been mapped to the Oracle Purchasing category on the right. The top level hierarchy allows viewing the hierarchy. Click on the icon, , to view the hierarchy.

You need to map the required iProcurement categories to Purchasing categories one by one so that the iProcurement user can drill down the hierarchy on the iProcurement responsibility to view the items.

Effect on user

To the user the hierarchy will look like the following,

The user can drill down on the iProcurement hierarchy and pick up the item(s) attached to the hierarchy.

   
Check mapping of Item categories with iProcurement categories

Navigation: Online Schema Maintenance > Map Oracle Purchasing Categories

We can view the mapping between Purchasing categories and iProcurement categories on this screen. We shall search for the Purchasing categories starting with IT%.

Note that there is no top level category for Procurement category.

   
Managing Base descriptors

Navigation: Online Schema Maintenance > Manage Base Descriptors

This is the screen which allows configuring the Item catalog search details. We can decide which fields to display, the order in which display will take place, etc.

Effect on user

The configuration on this field will affect the user here,

Here the user has searched for the item, CMS117. The search results which has come back to the user has been configured by Base Descriptor screen.

Cheers!

About these ads

About Abhijit

I love sleeping, watching Hollywood blockbusters, my Wii, road trips and watching my 4 year old son grow up. In between I try to squeeze in some time to go to work.

Discussion

12 thoughts on “Oracle iProcurement setups

  1. Nice instructions

    Posted by Jhanvi | January 24, 2013, 9:06 am
  2. very easy to follow instructions, thanks
    We are just setting up the iprocuremnt side and seem to have few problems with the catalogue side, having searched the internet have not yet found the answer, could you assist?

    Posted by JayJay | February 10, 2013, 5:49 pm
  3. Thanks for the reply
    We need the catalogue item to go straight to the supplier without going into the requistion pool for processing by the buyer. Its a very long winded process so i could explain it all in an email if you want. if so please provide an email
    thanks again

    Posted by JayJay | February 14, 2013, 6:59 pm
    • If I understand your requirement correctly, you want to have the user submit the requisition but you want the requisition to be sent to the external supplier before it becomes a PO.
      I can think of customizing the workflow to send notifications, etc. to the supplier to have them supply the goods. As you do not want the PO I’m not sure how you will pay the supplier as there will be no PO to match the invoice.
      Well .. anyways, you are the best judge as you have the full requirement.

      -Abhijit

      Posted by Abhijit Ray | February 15, 2013, 10:30 pm
      • Hiii abhijit,

        Need your assistance in the following
        Can u explain how i can use requisition templates with iProcurement as i use in Purchasing.

        Posted by shailesh dubey | April 27, 2014, 8:46 am
  4. Well I would like to know that how can we give a value to base descriptor which is newly created & for an existing one.. Can anyone come up with a solution.

    Posted by kiran | May 29, 2013, 9:44 pm
  5. Hello Maniac. I need some assistance for iProc using Oracle 11i.

    i am setting up a new store and local catalog to order uniforms from a supplier. Each item in the catalog requires to have the requester to select mandatory fields by using a LOV so they can select size and colour.

    I have done the following as part of setup, which from what i can see has been successful

    – created new expense type items in item master
    – assigned required purchasing categories to the item
    – created new requisition templates assigning my companies internal item to the suppliers item number, the supplier name and pricing
    – created new information templates and assigned the value set and also the req template item number
    – load items using E-Content Manager
    – run concurrent request set to purge and export the data

    The suppliers name, the suppliers item no., description, image etc all successfully load to the catalog and store but the Internal items with the LOV information template and req template will not load and reference back to the suppliers item no.

    Do you have any idea what part of setup i have missed to complete the setup?

    Thanks

    BTW: Your website is really helpful..

    Posted by Rob | June 20, 2013, 8:25 am
    • I’m not sure why you are trying to get internal items refer supplier items. This could be the problem.

      Posted by Abhijit Ray | June 26, 2013, 12:47 pm
      • Its all cool. I tried the store creation and upload etc. in another sequence and it was successful.

        I was creating the requisition template before I uploaded the supplier file where I should have created the requisition template as the final step to complete the linking.

        Cheers

        Posted by Rob | June 27, 2013, 4:01 am
  6. Hi,
    I get “Start of root element expected” error while loading a .txt file. Error: The Loader has encountered syntax erros in your file.

    Posted by AppsUser | August 2, 2013, 12:27 am

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Traffic

Site Stats

  • 681,463 views since Feb 2012

Archives

Enter your email address to follow this blog and receive notifications of new posts by email.

Join 209 other followers

Flags

Free counters!
Follow

Get every new post delivered to your Inbox.

Join 209 other followers

%d bloggers like this: