AIM Business Flow Accelerators
BR.100 APPLICATION SETUP PROCURE TO PAY
Procure to Pay
Author:
E-Business In Integration So Solutions
Creation Creation Date: December 5, 2005 Last Last Updated Updated:: December December 5, 5, 2005 2005 Document Ref: Version:
2.0.
Approvals:
Copy Number mber
_____
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Document Control Change Record 1
Date
Author
Version
Change Reference
20-Sep02 5-Feb-03
E-Business Integration Solutions Frank Deming
1.0
No Previous Document
2.0
Updated for final 11.5.8 release changes
Reviewers
Name
Position
Distribution
Copy No.
Name
Location
1 2 3 4
Library Master
Project Library Project Manager
Note to Holders: If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
Procure to Pay File Ref: 30742237.doc
Application Setup Control Sheet – Internet Procurement (v. 2.0 )
ii of 35
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Contents
Document Control....................................................................................... Control....................................................................................... ii Application Setup Control Sheet S heet – Internet Procurement ................... ........................... ..........1 Setup Notifications Tab on Welcome Page.................. ........................... ............... ........... ........... ........... .....4 4 SA: Profile Options / Set Profile Options................... ....................................... .......................... ............ ........ ..6 6 HR: Define People (Employees - US) .................... ........................................ .............................. ................ ........10 SA: Define Descriptive Flexfield Structure/Segment Structure/Se gment - Item Categories.... ....11 11 PO: iProcurement DFF Category Value................... ....................................... ............................... .............. ...13 13 PO: Enter Blanket Purchase Agreement Data.................. ........................ ............ ........... ........... ........15 PO: Send Notifications for Purchasing Documents.................. ............................... ................. ....21 21 POR: Configure Account Attributes.................... ................................... ..................... ............ ........... ........... ......22 22 POR: Configure Account Regions ..................... ............................. ....................................... ...............................23 POR: Run Rebuild Catalog Item Item InterMedia Index ................... ......................... ........... ........... ......25 25 POR: Classification and Item Data / Extract Extract Classification and Item I tem Data 26 POR: eContent Management / Map Categories Categories ................... .......................... ............. ............ ........ ..28 28 POR: eContent Management / Build Table of Contents................... ........................ ......... ....29 29 Open and Closed Issues.................. ...................................... ........................................ ................................. .................. .....31 31 Open Issues.................. ...................................... ......................................... ......................................... ............................ .......... ..31 Closed Issues.................. ...................................... ........................................ ........................................ ............................. .........31 31
Procure to Pay File Ref: 30742237.doc
Application Setup Control Sheet – Internet Procurement (v. 2.0 )
iii of 35
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Application Setup Control Sheet – Internet Procurement
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Environment Name: Workflow SubWorkflow Name
Setup Task
Setup Personal Home Page
Setup Notifications Tab on Welcome Page
Setup System Administration
SA: Profile Options / Set Profile Options CA: De fine Descriptive Flexfield Structure/Segment Item Categories
Setup Oracle Purchasing
PO: iProcurement DFF Category Value PO: Enter Blanket Purchase Agreement Data PO: S end Notifications for Purchasing Documents
Setup Self-Service Web POR: Configure Account Application Forms Attributes POR: Configure Account Regions Setup Internet Procurement
POR: Run Rebuild Catalog Item InterMedia Index POR: Classification and Item Data / Extract Classification and Item Data POR: eContent Management / Map Categories POR: eContent Management / Build
Machine: Responsibility Preferences
System Administrator
System Administrator
Purchasing Super User
Purchasing Super User
Purchasing Super User
AK Developer
AK Developer
Purchasing Super User
Purchasing Super User
Catalog Administrator
Catalog Administrator
Type (definition, execution, or both): Due Date
QA Responsibility
QA Due Date
Signature Approval
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
The user id for a ll steps in this docu ment is SETUPUSER a nd the password is WELCOME . Note:
If this is the first time you've logged in the password will be welcome1, please change it to welcome.
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Setup Notifications Tab on Welcome Page Login Page>Personal Home Page Form Nam e
Personal Home Page
Process:
Business Area:
Control Number:
Priority(H, M, L):
Date:
Process Owner:
Description: Workflow creates messages regarding the processing of documents in the system. These messages are communicated to users by way of the welcome or Portal page (the first page you seen after you have logged in). The steps below detail how to add a tab to the welcome page and how to add the Worklist to the new tab:
Adding a Tab for Worklist Prerequisite: All users that will be creating new tabs on the welcome page must have the “Preferences” Responsibility added to their user name. Please refer to the BR.100 Core Applications Setup document regarding assigning responsi bilities to users. 1) Log in to the applications – PROCUREMENT/WELCOME 2) Create a “Notifications” tab. 1. At the “Welcome” page, click on the Create and Modify Pages icon ( 2. Click
.
3. Enter “Notifications” as the name of the new page. 4. Click OK. 3) Attach the ‘Worklist’ to the new tab. 1. Select the 'Notifications' tab 2. Click
.
)
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
3. On the left side, highlight 'Worklist.' Click on the “>” button to move ‘Worklist’ from the 'Available Plugs' to 'Plugs in current region.' 4. Click 4) Click
. .
5) The ‘Worklist’, of the user’s notifications should appear on this tab
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
SA: Profile Options / Set Profile Options System Administrator>Profile>System Form Nam e
System Profile Values
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Description: You can use thi s form to set the value for each profile opt ion to specify how Int ernet procurement controls access to and processes data.
System Profile Values Profile Attachment File Directory ICX: Date Format Mask ICX: Days Needed By ICX: DateLanguage ICX: Language ICX: Limit Connect ICX: Limit Time ICX: Match case LOV ICX: Match case View ICX: Override Location Flag ICX: Override Requestor ICX: Requisition Server
Site Blank DD-MON-RRRR 2 American English American English 1000 4 Checked Unchecked Yes No /eel0pa.oracle.com:80
Application
Responsibility
User
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Profile
ICX:Allow Funds Override POR: Amount Based Services Line Type POR: Approved Pricing Only POR: CA Certificate File Name POR: Cleanup Thread Interval POR: Debugging POR: Distribution Lines Region POR: Emergenc y Requisitions POR: Goods Line Type POR: Parallel Routing Allowed POR: Preferences – Deliver to Location POR: Preferences – Expenditure Type POR: Preferences – Project POR: Preferences – Requestor POR: Preferences – Selected Items Default to Inventory POR: Preferences - SubIn ventory POR: Preferenc es - Ta sk POR: Proxy Server Name POR: Proxy Server Port
Site
No Svcs-Amt
No Blank Blank No Blank Yes Goods No Blank
Blank Blank Blank Blank
Blank Blank Blank Blank
Application
Responsibility
User
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Profile POR: Rate Based Services Line Type POR: Systems Approvers are Mandatory POR: Use Sequence for Requisitions POR: Default Currency Conversion Rate POR: Edit Accounts Region POR: Enable Requisition Line Customization POR: Help Path POR: ITEM PIC FILE PATH POR: ITEMS DISPLAY NUM POR: Java Virtual Path POR: Load Auto Category POR: Multiple Accounts Region POR: My Profile-Charge Acct Seg (10 – 21) POR: One Time Location POR: Preferences – Expenditure Item Date POR: Preferences – Expenditure Org POR: Rows Display Num POR: Result Set Size POR: SSP Version
Site Svcs - Quantity Yes
No Corporate
POR_BILLING_CHARGE_ACCOUNT_R Blank (default is “Yes”)
Blank Blank Blank OA_JAVA_SERV No POR_BILLING_MULT_CHARGE_AC_R Blank
Blank Blank
Blank Blank 10 5
Application
Responsibility
User
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Profile POR: SSP4 Installed POR: Select Inventory Replenishment Lines for Confirm Receipts POR: Servlet Virtual Path POR: Load Auto Attrib POR: Load Auto Root POR_TEMP_CATALOG_FILES ECE: Output File Path
Site Yes No
oa_servlets Yes Yes /eel0pa/applcsf/out /eel0pa/applcsf/out
Application
Responsibility
User
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
HR: Define People (Employees - US) The following lists the information needed to add default Purchasin g information for Procurement, User.
US HRMS Manager> People > Enter and Maintain Form Nam e
People Query Procurement, User in People form
Assignment
ab
Purchase Order Information
Last
First
Set of Default Expense Account Books
SOB200_US Procurement
User
SOB200_20.600.605900.00.000.00000 US
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
SA: Define Descriptive Flexfield Structure/Segment - Item Categories System Administrator > Application > Flexfield > Descriptive > Segments Form Nam e
Descriptive Flexfield Segments
Process:
Business Area:
Control Number:
Priority(H, M, L):
Date:
Process Owner:
Description: Use this form to define segment values.
Application
Flexfield Title
Oracle Inventory
Item categories
Freeze Flexfield Definition
Segment Separator (-) Dash
Context Field Prompt
Default Value
Reference Field
Fred
Value Required
Override Allowed (Display Content)
Y
Context Field Values Code
Name
Description
Enabled
Global Data Elements
Global Data Elements
Global Data Element Context
Y
Note: Unfreeze the Flexfield definition
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Segments Form Name
Segments Summary (MUST USE ATTRIBUTE10)
Number
Name
Window Prompt
Column
Value Set
Displayed
Enabled
10
Use in iProcurement
Use in iProcurement
ATTRIBUTE10
Y
Y
Name
Column
Description
Number
Enabled
Displayed
Use in iProcurement
ATTRIBUTE10
1
Yes
Yes
Default Value
Required
Open Form Name
Segments
Validation Value Set
Description
Default Type
No
Sizes Display size Description Size Concatenated Description Size
50 50 25
Prompts List of Values Window
Use in iProcurement? (Mark Y for Yes) Use in iProcurement? (Mark Y for Yes)
Note: Freeze the Flexfield definition
Security enabled
Range
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
PO: iProcurement DFF Category Value Purchasing SuperUser>Setup>Items>Category Codes Form Name
Categories
Process:
Business Area:
Control Number:
Priority(H, M, L):
Date:
Process Owner:
Description: Use this form to establish which categories will be used in iProcurement.
Structure Name
Category
Description
Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories
CONSULTING.MISC CRM.MISC DEFAULT.DEFAULT DESKTOPS.MISC ERP.MISC FINISHED GOODS.BOARDS FINISHED GOODS.HARDWARE FINISHED GOODS.MISC FINISHED GOODS.PERIPHERALS LAPTOPS.MISC OFFCIE SUPPLIES.ACCESSORIES OFFCIE SUPPLIES.PAPER OFFCIE SUPPLIES.PENS OFFCIE SUPPLIES.STAPLERS RAW MATERIAL.BOARDS RAW MATERIAL.HARDWARE RAW MATERIAL.MISC RAW MATERIAL.PACKAGING RAW MATERIAL.PERIPHERALS RAW MATERIAL.PLASTIC RAW MATERIAL.SHOP SUPPLIES SERVICE.MISC SUBASSEMBLY.BOARDS SUBASSEMBLY.HARDWARE SUBASSEMBLY.MISC SUBASSEMBLY.PERIPHERALS TEMPORARY SVC.CLERICAL TEMPORARY SVC.LEGAL TEMPORARY SVC.TECHNICAL
Consulting CRM Default Desktops ERP Finished Goods Boards Finished Goods Hardware Finished Goods Misc Finished Goods Peripherals Laptops Office Supplies Accessories Office Supplies Paper Office Supplies Pens Office Supplies Staplers Raw Material Boards Raw Material Hardware Raw Material Misc Raw Material Packaging Raw Material Peripherals Raw Material Plastic Raw Material Shop Supplies Service Misc Subassembly Boards Subassembly Hardware Subassembly Misc Subassembly Peripherals Temporary Services Clerical Temporary Services Legal Temporary Serviced Technical
Inactive On
Used in iProcurement? (Y only) Y
Y
Y Y Y Y Y
Y
Y Y Y
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Structure Name
Category
Description
Item Categories Item Categories
TRAINING.MISC UNASSIGNED.MISC
Training Unassigned
Inactive On
Used in iProcurement? (Y only) Y
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
PO: Enter Blanket Purchase Agreement Data Purchasing SuperUser > Purchase Orders > Purchase Orders Form Name
Purchase Orders
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Description: This is required in order to create automatically sourced items in the iProcurement catalog. Attention: You must log into the Purchasing SuperUser responsibility when performing the following setups to define Purchasing Options for Operating Unit OU200_US/Boston Form Name
Purchase Orders
Header Automatically Assigned
PO, Rev
Blanket Purchase Agreement
Type
Contact US Boston Shop
Ship-To
ab
Num Type
In Process
Status
TRENTON
Site
Procurement, User
Buyer
STAPLES, INC
Supplier
USD
Currency
Current Date
Created
US Boston Office
Bill-To
Amt Agreed
1,000,000,000.00
Description
Staples Blanket
Amt Released
Blank
Item 1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Goods
Goods
Goods
Goods
Goods
Goods
Goods
Goods
Goods
Goods
Goods
Goods
Goods
Goods
Goods
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Item Rev OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. PENS PENS PENS PENS PAPER PAPER PAPER PAPER ACCESSO RIES Ball Point Ball Point Ball Point Ball Point 8 1/2 X 8 1/2 X Yellow White Toshiba Descriptio Pen, fine, Pen, fine, Pen, fine, Pen, fine, 11 Copier 11 Pads Pads Power n blue black red green Paper Stationer Legal Size Legal Size Cord y Each Each Each Each Each Each Each Each Each UOM Category
OFFICE SUPPLIES. ACCESSO RIES Mouse
OFFICE SUPPLIES. ACCESSO RIES Mouse Pad
OFFICE SUPPLIES. ACCESSO RIES Letter Opener
OFFICE SUPPLIES. ACCESSO RIES Desk Organizer
Each
Each
Each
Each
OFFICE SUPPLIES. STAPLER S Heavy Duty Stapler Each
OFFICE SUPPLIES. STAPLERS Standard Stapler
Each
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1.29
1.29
1.29
1.29
5.89
11.56
1.99
1.99
18.49
10.99
12.73
3.35
6.27
25.89
8.34
Promised
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Need By
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378010
379020
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No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Quantity Price
Supplier Item Charge Account Amount Reserved
379127
379128
103523
211862
211873
Terms Form Name
Terms and Conditions
Payment Freight Carrier
Net 30 Due Blank
Confirming Order Firm Acceptance Required
Blank Blank Blank
535534
193664
489311
498420
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Destination
FOB
Grayed Out
Pay On
Blank
Supplier Note
Blank
Receiver Note Agreement Controls
Blank
Effective From
Blank
Effective To Amount Limit Minimum Release Price Update Tolerance %
1,000,000,000.00 1.00
1 Blank
Price Breaks – No Price Breaks Approve Form Nam e
Submit for Approval Forward Forward From Forward To Note Print Fax
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By Supply Agreement
Blank
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Fax Number Email Email Address Form Nam e
Purchase Orders
Header Automatically Assigned
PO, Rev
Blanket Purchase Agreement
Type
Contact US Boston Shop
Ship-To
ab
In Process
Status
LAS VEGAS
Site
Procurement, User
Buyer
MANPOWER
Supplier
USD
Currency
Current Date
Created
US Boston Office
Bill-To
Amt Agreed
1,000,000,000.00
Description
Manpower Blanket
Amt Released
Blank
Item
Num Type
1
2
3
4
5
6
Svcs – Qty
Svcs – Qty
Svcs – Qty
Svcs – Qty
Svcs – Qty
Svcs – Qty
Item Rev Category
TEMPORARY SVCS.CLERICAL
TEMPORARY SVCS.LEGAL
TEMPORARY SVCS.TECHNICAL
Description
Temporary Services.Clerical
Temporary legal staffing needs
Temporary information Temporary information technology software technology systems or developers database administrators Hour Hour
UOM
Hour
Hour
TEMPORARY SVCS.TECHNICAL
TEMPORARY SVCS.TECHNICAL
TEMPORARY SVCS.TECHNICAL
Temporary information Temporary information technology networking technology contractors specialists Hour
Hour
BR.100 Application Setup - Procure to Pay Quantity Price Promised Need By Supplier Item Charge Account Amount Reserved
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18
20
40
40
40
50
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20-CLERICAL
20-LEGAL
20-ITDEV
20-ITNETWORK
20-ITCONTRACT
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No
No
No
No
No
No
20-ITDBA
Terms Form Name
Terms and Conditions
Payment Freight Carrier FOB Pay On
Supplier Note Receiver Note
Net 30 Due
Firm
Blank Destination Grayed Out
Blank Blank
Agreement Controls Effective From Effective To
Confirming Order
Blank Blank
Acceptance Required By Supply Agreement
Blank Blank Blank Grayed Out
Blank
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
Amount Limit Minimum Release Price Update Tolerance %
1,000,000,000.00 1.00
1 Blank
Price Breaks – No Price Breaks Approve Form Name
Submit for Approval
Yes
Forward Forward From Forward To Note Print Fax Fax Number Email Email Address
No
BR.100 Application Setup - Procure to Pay
Doc Ref: December 5, 2005
PO: Send Notifications for Purchasing Documents Purchasing SuperUser > Reports > Run > Single Request Form Nam e
Submit Requests
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Description: Run the Send Notifications for Purchasing Documents concurrent program to ensure that all notifications that are created from requisition and purchase order activity are sent to the appropriate user. There are no parameters.
Run This Request Request Name
Send Notifications for Purchasing Documents
Submit Request
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
POR: Configure Account Attributes AK Developer >Define Attributes Form Name
Regions
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Description: The Account Attributes must be confi gured to match the structure of the chart of accounts segment. If there are multip le charts of accounts for the organization 2 additional profile option s must be completed (see below). After a label is changed hit “tab”, a message will appear: “You have changed t his label from “ “ to “ ”, Do you want to change the labels from “ “ to “ “ for all related Object Attributes and Region Items?”. Click “Yes” each time this appears. The Long Label Max Length will automatically populate.
Attribute ID
Value Length
Label
Long Label Max Length
POR_CHARGE_ACCT_SEG1
2
Company
7
POR_CHARGE_ACCT_SEG2
3
Cost Center
11
POR_CHARGE_ACCT_SEG3
6
Account
7
POR_CHARGE_ACCT_SEG4
2
Intercompany
12
POR_CHARGE_ACCT_SEG5
3
Future
6
POR_CHARGE_ACCT_SEG6
5
Future
6
Attention: After the changes are made to the regions the Apache server must be bounced in order for the changes to be visible on the iProcurement web page. Suggestion: If the organization has multiple charts of accounts profile options to support this must be assigned at the application responsibility level. POR: Edit Accounts Region and POR: Multiple Accounts Region.
Procure to Pay File Ref: 30742237.doc
Open and Closed Issues (v. 2.0 )
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
POR: Configure Account Regions AK Developer >Define Regions Form Name
Regions
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Description: Use this step to ensure the correct attributes are marked for display in the correct regions. At the Find window, enter a Region ID and click find Region ID
Region Name
Application Name
Object Name
Region Style
Add Index
Standalon e
POR_BILLING_MULT_CHARGE_AC_R
Billing-Single Row
Oracle Self-Service Web Applications
POR_DUMMY_O
Flow Layout
Yes
Update the following attributes (you will notice the Label and Long Label Max L ength are changed from the previous setup step): Attribute ID
Node Display
POR_LINE_NUM POR_SELECT_RADIO POR_NICKNAME
v
POR_CHARGE_ACCT_SEG1 POR_CHARGE_ACCT_SEG2
Update
Label
Long Label Max Length
v
Line
4
v
Default
7
v
Nickname
8
v
v
Company
7
v
v
Cost Center
11
POR_CHARGE_ACCT_SEG3
v
v
Account
7
POR_CHARGE_ACCT_SEG4
v
v
Intercompany
12
POR_CHARGE_ACCT_SEG5
v
v
Future
6
POR_CHARGE_ACCT_SEG6
v
v
Future
6
At the Find window, enter a Region ID and click find Procure to Pay File Ref: 30742237.doc
Open and Closed Issues (v. 2.0 )
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
Region ID
Region Name
Application Name
Object Name
Region Style
Add Index
Standalon e
POR_BILLING_CHARGE_ACCOUNT_R
Billing-Single Row
Oracle Self-Service Web Applications
POR_DUMMY_O
Flow Layout
Yes
Update the following attributes (you will notice the Label and Long Label Max L ength are changed from the previous setup step): Attribute ID
Sequence
Node Display
POR_PRMPT_CHARGE_AC
75
v
Charge Account
14
80
v
Line
4
POR_LINE_NUM POR_NICKNAME
85
v
v
Nickname
8
POR_CHARGE_ACCT_SEG1
90
v
v
Company
7
POR_CHARGE_ACCT_SEG2
100
v
v
Cost Center
11
POR_CHARGE_ACCT_SEG3
110
v
v
Account
7
POR_CHARGE_ACCT_SEG4
120
v
v
Intercompany
12
POR_CHARGE_ACCT_SEG5
130
v
v
Future
6
POR_CHARGE_ACCT_SEG6
140
v
v
Future
6
Procure to Pay File Ref: 30742237.doc
Update
Label
Long Label Max Length
Open and Closed Issues (v. 2.0 )
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
POR: Run Rebuild Catalog Item InterMedia Index Purchasing SuperUser > Reports > Run > Single Request Form Nam e
Submit Requests
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Description: Run the Rebuild Catalog Item InterMedia Index concurrent program before any other iProcurement programs. There are no parameters.
Run This Request Request Name
Rebuild Catalog Item InterMedia Index
Submit Request
Procure to Pay File Ref: 30742237.doc
Open and Closed Issues (v. 2.0 )
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
POR: Classification and Item Data / Extract Classification and Item Data Purchasing >Setup>e-Catalog Admin>Loader Values Form Nam e
Define Catalog Server Loader Values
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Description: You can set up the Catalog Data Extract con current process to extract data at define d intervals (daily , weekly, and so on), or, you can extract data on an ad hoc basis. Attention: In either case, you can automatically perform the load in addition to extracting the data. You must extract classification data, catalog groups and categories, before you extract item data. You must have classifications defined before you can load items into them Attention: The first time you run the extract, it should be done through the Loader Values form located under Purchasing>Setup>E-Catalog Admin>Loader Values.
Warning: Before you run this extract for the first time on a new setup instance, first run the “Rebuild Catalog Item InterMedia Index”. If you do not do this the extract may error out.
Classification Data Extract Catalog Groups Categories Template Headers Log Level Batch Size Procure to Pay File Ref: 30742237.doc
Last Run Date
Checked Checked Checked 2 5000 Open and Closed Issues (v. 2.0 )
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
Extract Classifications Note: Verify the concurrent process has completed before performing the “Extract Items”. Close the form, Define Catalog Server Loader Values and reopen to see the Last Run Date is now populated. Item Data Extract Contracts Item Master Template Lines Log Level Batch Size
Last Run Date
Checked Checked Checked 2 5000
Extract Items Note: Verify completion of the concurrent process by going to View, then Requests in the tool bar. Submit a New Request, Single Request Request Name
Rebuild Catalog Item InterMedia Index
Submit Request
Procure to Pay File Ref: 30742237.doc
Open and Closed Issues (v. 2.0 )
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
POR: eContent Management / Map Categories Internet Procurement Catalog Administration> eContent Manager > Map Categories Form Name
Map Categories
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Attention: After the Extract Items and Extract Classifications and Rebuild InterMedia Index are run the Mappings below should be automatically created. Verify all the Oracle Categories exist and each Catalog Category has an” *” next to it. The * designates that particular Oracle Category as being mapped to a Catalog Category. If you select a Catalog Category the Current Mapping field will display the mapping to the Oracle Category.
Map Categories Oracle Categories CONSULTING.MISC DESKTOPS.MISC LAPTOPS.MISC OFFICE_SUPPLIES.ACCESSORIES OFFICE_SUPPLIES.PAPER OFFICE_SUPPLIES.PEN OFFICE_SUPPLIES.STAPLERS SERVICE.MISC TEMPORARY SVC.CLERICAL TEMPORARY SVC.LEGAL TEMPORARY SVC.TECHNICAL TRAINING.MISC
Procure to Pay File Ref: 30742237.doc
Click the Map button to Map the categories MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP
Catalog Categories Consulting Misc Desktops Laptops Office Supplies Accessories Office Supplies Paper Office Supplies Pen Office Supplies Stapler Service Misc Temporary SVCS Clerical Temporary SVCS Legal Temporary SVCS Technical Training
Open and Closed Issues (v. 2.0 )
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
POR: eContent Management / Build Table of Contents Internet Procurement Catalog Administration> eContent Manager > Build Table of Contents Form Name
Build Table of Contents
Process:
Business Area:
Control Number:
Priority (H, M, L):
Date:
Process Owner:
Description: Use this to create catalog views based on category hierarchies.
Attention: There are three category classes: •
•
•
Master: category containing one or more intermediate or genus categories. Intermediate: category containing one or more genus categories. Genus: category containing items.
New Entry Temporary Staffing Services Temporary Staffing Services Temporary
Table of Contents Entry Name Entry Description Search
Click Search Select each category listed below Click
Add (Radio Button for All Categories should be selected)
Procure to Pay File Ref: 30742237.doc
Open and Closed Issues (v. 2.0 )
BR.100 Application Setup - Procure to Pay
Doc Ref: March 13, 2010
Result: Current Sub-Categories
Temporary clerical and administrative assistance Temporary legal staffing needs Temporary informati on technology software developers Temporary informati on technology systems or database administrators Temporary informati on technology networking specialists Temporary informati on technology contractors
Click
Save Suggestion: When using this step, you may want to choose the radio button (All Categories or Unassigned Only) prior to searching for categories to add to the table of contents. Suggestion: To delete or edit a table of contents on the Internet Procurement home page click the edit button next to the genus category and click the delete button to remove the entire table of contents. To edit the table of contents select the category and either add it to or remove it from the table of contents by clicking on the applicable button.
Attention: If a category has sub-categories it will be marked with an asterisk (*).
Procure to Pay File Ref: 30742237.doc
Open and Closed Issues (v. 2.0 )
