Iprocurement 4

R12 Oracle iProcurement
Fundamentals -
Supplemental Practices
m y
Activity Guide
d e
ca
e A
c l
r a
O ly
l & On
n a e
D50792GC20
Edition 2.0
t e r U s
May 2009
D60455
I n
c l e
r a
O
Copyright 2009, Oracle. All rights reserved.
Disclaimer
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,
perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization
of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document, please
report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
Restricted Rights Notice
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS

The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted
by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Trademark Notice
Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective
owners.
Authors
Richard Sears, Vic Mitchell
Technical Contributors and Reviewers

m y
Barbara Snyder, Sharon Tennier, David Nelson, Denis Faivre
d e
Oracle Tutor c a
This book was published using:
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
Table of Contents
R12 Oracle iProcurement Fundamentals - Supplemental Practices ...........................................................1-1

R12 Oracle iProcurement Fundamentals - Supplemental Practices...............................................................1-3
Understanding Oracle iProcurement..............................................................................................................1-4
Practice - Create a New Employee and User .............................................................................................1-5
Solution - Create A New Employee and User ...........................................................................................1-6
Practice - Set Yourself Up As a Buyer ......................................................................................................1-10
Guided Demonstration - Run the Fill Employee Hierarchy Process .........................................................1-12
Oracle iProcurement Content Management...................................................................................................1-13
Practice - Create a Purchasing Category....................................................................................................1-14
Solution - Create a Purchasing Category ...................................................................................................1-15
Practice - Create a Requisition Template...................................................................................................1-21
Solution - Create a Requisition Template..................................................................................................1-22
Practice - Create Items...............................................................................................................................1-24
Solution - Create Items ..............................................................................................................................1-25
Practice - Create an Item and Add it to an ASL.........................................................................................1-29
Solution - Create an Item and Add it to an ASL........................................................................................1-31
Practice - Create a Blanket Purchase Agreement.......................................................................................1-36
Solution - Create a Blanket Purchase Agreement......................................................................................1-38
Practice - Create an Approved Supplier List and Specify Blanket as a Source document.........................1-42
Solution - Create an Approved Supplier List and Specify Blanket as a Source document........................1-43
Practice - Create a Catalog Quotation........................................................................................................1-46
Solution - Create a Catalog Quotation .......................................................................................................1-48
Practice - Create a Global Blanket Purchase Agreement and Edit Content...............................................1-52
Solution - Create a Global Purchase Agreement and Edit Content............................................................1-53
m y
Practice - Understand the XML Data File Structure..................................................................................1-59
d e
Practice - Load Items Using XML.............................................................................................................1-60
c a
Solution - Load Items Using XML ............................................................................................................1-61
Practice - Create a Local Content Zone .....................................................................................................1-67
Solution - Create a Local Content Zone ....................................................................................................1-68
e A
Practice - Create an Informational Content Zone ......................................................................................1-69
Solution .....................................................................................................................................................1-70
c l
Practice - Create a Store ............................................................................................................................1-71
Solution - Create a Store............................................................................................................................1-72
r a
Practice - Review XML Schema Structure................................................................................................1-74
Practice - Load Categories using XML .....................................................................................................1-75
O ly
Solution - Load Categories Using XML....................................................................................................1-76
Practice - Map iProcurement Categories to Purchasing Categories...........................................................1-79
l & On
Solution - Map iProcurement Categories to Purchasing Categories ..........................................................1-80
Practice - Build a Schema Hierarchy.........................................................................................................1-81
n a e
Solution - Build a Schema Hierarchy ........................................................................................................1-82
Practice - Recognize Catalog Specific Profile Options..............................................................................1-84
r s
Oracle iProcurement Requisitions .................................................................................................................1-86
e
Practice - Set User Preferences..................................................................................................................1-87
t U
Solution - Set User Preferences .................................................................................................................1-88
I n
Practice - Creating a Favorites List............................................................................................................1-91
Solution - Creating a Favorites List...........................................................................................................1-92
l e
Practice - Split Cost Across Charge Accounts...........................................................................................1-95
c
Solution - Split Cost Across Charge Accounts ..........................................................................................1-96
r aPractice - Specify Different Delivery Information for a Single Item.........................................................1-99

Solution - Specify Different Delivery Information for a Single Item ........................................................1-100
Guided Demonstration - Scheduling Send Notification Workflows..........................................................1-102
O Guided Demonstration - Add Filter Option to Search Results Page..........................................................1-103
Copyright Oracle, 2009. All rights reserved.
R12 Oracle iProcurement Fundamentals - Supplemental Practices - Table of Contents

i
Practice - Create an Information Template ................................................................................................1-105
Solution - Create an Information Template ...............................................................................................1-106
Practice - Submit a Requisition Using an Information Template ..............................................................1-108
Solution - Submit a Requisition Using an Information Template..............................................................1-109
Guided Demonstration - Enter and Submit an Internally Sourced Requisition .........................................1-112
Guided Demonstration - View Requisition Details ...................................................................................1-113
Guided Demonstration - Set Values of Key Workflow .............................................................................1-115
Practice - Create Expense Account Rules..................................................................................................1-116
Solution - Create Expense Account Rules .................................................................................................1-117
Guided Demonstration - Create iProcurement Buyer Attachment.............................................................1-120
Practice - Set Up and Use P-Cards ............................................................................................................1-121
Solution - Set Up and Use P-Cards............................................................................................................1-124
Practice - Recognize Requisition Specific Profile Options........................................................................1-135
Solution .....................................................................................................................................................1-136
Oracle iProcurement Receiving.....................................................................................................................1-139
Practice - Receive in iProcurement............................................................................................................1-140
Solution - Receive in iProcurement ...........................................................................................................1-141
Practice - Process a Correction ..................................................................................................................1-143
Solution - Process a Correction .................................................................................................................1-144
Practice - Process a Return ........................................................................................................................1-145
Solution - Process a Return........................................................................................................................1-146
Guided Demonstration - Run the Confirm Receipts Workflow (Required) ..............................................1-148
Practice - Recognize Receiving Specific Profile Options..........................................................................1-151
Solution - Recognize Receiving Specific Profile Options .........................................................................1-152
Oracle iProcurement Setup Steps ..................................................................................................................1-153
Practice - Recognize Catalog Specific Profile Options..............................................................................1-154
Practice - Recognize Requisition Specific Profile Options........................................................................1-156
m y
Solution .....................................................................................................................................................1-157
Practice - Recognize Receiving Specific Profile Options..........................................................................1-160
Solution - Recognize Receiving Specific Profile Options .........................................................................1-161
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

ii
Preface
Profile
Before You Begin This Course
Thorough knowledge of Oracle E-Business Procure to Pay process
Working experience with Oracle E-Business Procure to Pay products
Prerequisites
R12 Oracle Purchasing Fundamentals
How This Course Is Organized
This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

iii
Related Publications
Oracle Publications
Title Part Number
Oracle Purchasing User's Guide B28669-01
Oracle iProcurement Implementation and Administration Guide B31402-01
Oracle Procurement Buyer's Guide to Punchout and Transparent Punchout B13856-01
Oracle Payables User Guide B25454-01
Additional Publications
System release bulletins
Installation and users guides
Read-me files
International Oracle Users Group (IOUG) articles
Oracle Magazine
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

iv
Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Cant Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (I, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
Italic
proper noun)
Emphasized words Do not save changes to the database.
m y
and phrases,
titles of books and Reference Manual.
d e
For further information, see Oracle7 Server SQL Language
courses,
variables
Enter user_id@us.oracle.com, where user_id is the
name of the user.
ca
Quotation
marks
Interface elements
with long names
e A
Select Include a reusable module component and click Finish.
that have only

initial caps;
c l
This subject is covered in Unit II, Lesson 3, Working with
Objects.
lesson and chapter
titles in cross-
r a
Uppercase
references
SQL column O ly Use the SELECT command to view information stored in the
names, commands,
l
functions, schemas,& On LAST_NAME
column of the EMP table.
table names
n a e
Arrow
Brackets
Commas
Menu paths
Key names
t e r
Key sequences
U s Select File > Save.
Press [Enter].
Press and release keys one at a time:
Plus signs I n
Key combinations
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
c l e
r a
O

v
Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (prod_pie_layer))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
m y
This simplified path translates to the following:
d e
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
ca
Summary.
e A
2.
l
(M) From the menu, select Query then Find.
c
3. (B) Click the Approve button.
r a
Notations:
O ly
(N) = Navigator
l & On
(M) = Menu
n a e
(T) = Tab
t e r U s
(B) = Button
I n
l e
(I) = Icon
c
r a (H) = Hyperlink
O (ST) = Sub Tab

vi
Typographical Conventions in Oracle Application Help System Paths
This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

vii
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
R12 Oracle iProcurement
Fundamentals -
Supplemental Practices
m y
Chapter 1
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
R12 Oracle iProcurement Fundamentals - Supplemental Practices

Chapter 1 - Page 1
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O
R12 Oracle iProcurement Fundamentals - Supplemental
Practices
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 3
Understanding Oracle iProcurement
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 4
Practice - Create a New Employee and User
Overview
Part of initial setup for Oracle Purchasing employees. In this practice, you will create a new
employee and a new user for yourself to be used during the remaining practice sessions of this
course. Do not be too concerned at this point about what the fields mean, as we will be
discussing most of them in depth during the remainder of the course.
Assumptions
Replace XX with your terminal number or initials.
You have prior experience using Oracle Applications or have completed an introductory
Oracle Applications course.
You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.
Tasks
Sign on to the Personal Home Page
User = operations
m y
Password = welcome
d e
Define an Employee
ca
Responsibility = Human Resources, Vision Enterprises
e A
c l
Define yourself as an employee with account details as shown in steps 4-6 below.
Add a New User

r a
O ly
Responsibility = System Administrator, Vision Enterprises
l & On
Define yourself as a user with account details as shown in steps 9 & 10 below.
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 5
Solution - Create A New Employee and User
Sign On to the Personal Home Page
User = operations
Password = welcome
Define an Employee
Responsibility = Human Resources, Vision Enterprises
1. Navigate to the People window.
(N) People > Enter and Maintain
2. (B) New
Last = Your last name
First = Your first name
Gender = Choose a gender
Action = Create Employment
Person Type = Employee
Social Security = Enter any 9 digit number (xxx-xx-xxxx)
m y
Note: If you get a message indicating that the social security number is a duplicate accept it.
For the purposes of the exercise it doesnt matter if it is a duplicate it or not.
Birthday = Enter a birthday (dd-mmm-yyyy)
d e
3. (I) Save.
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 6
m y
d e
4. (B) Assignment. Create an assignment using the following information:
ca
A
Note: If necessary, click Correction, and then Cancel in the People Group window that
opens while you are making your entries. Also, during position entry, enter Yes to the
e
Decision window if it appears.
c l
Field
r a
Value
Organization Vision Operations
O ly
Job
Position
MGR500.Manager
l & On
MM400.MATERIALS MANAGER
Location
n
M1- Seattle Mfga e
5. (T) Supervisor
t e r U s
n
Name = Brown, Ms. Casey
I
6.
l e
(T) Purchase Order Information
c
Set of Books = Vision Operations (USA)
r a Default Expense Account = 01-110-7740-0000-000
O Note: Click Cancel if the Alias window appears and enter the account number manually.

Chapter 1 - Page 7
7. (I) Save.
Note: Click Cancel in the window that opens regarding location.
8. Close windows until you are back at the Navigator.
Add a New User
Responsibility = System Administrator, Vision Enterprises
9. Navigate to the Define Users window.
(N) Security > User > Define

User Name = XXUSER (where XX is your unique ID)
Password = welcome1 (tab, reenter password to verify). When you initially sign
in, you will be prompted to change your password. At that time, change it to
welcome.
Person = The employee you created
10. Add the following responsibilities to your new username.
Responsibility Security Group

Purchasing, Vision Operations (USA)
Payables, Vision Operations (USA)
Standard
Standard
m y
Human Resources, Vision Enterprises Standard
d e
Inventory, Vision Operations (USA) Standard
ca
iProcurement
iProcurement Catalog Administration
e
Standard
Standard A
Workflow
c l Standard
System Administrator
r a Standard
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 8
m y
11. (I) Save
d e
12. Exit Oracle applications and sign back in with your newly created username.
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 9
Practice - Set Yourself Up As a Buyer
Overview
Part of initial setup for Purchasing employees. In this exercise, you will set yourself up as a
buyer in order to complete later practices.
Assumptions
Log on to the system using the XXUSER you created earlier.
Tasks
Responsibility = Purchasing, Vision Operations
Set yourself up as a buyer in the Buyers definition window.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 10
Practice - Set Yourself Up As a Buyer
1. Navigate to the Buyers definition window.
(N) Setup > Personnel > Buyers
2. Open a new buyer entry by clicking Add Buyer.
3. Set yourself up as a buyer with a default Ship-To of M1 Seattle Mfg.
m y
d e
ca
e A
4. Save your entry.
c l
5. (H) Home
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 11
Guided Demonstration - Run the Fill Employee Hierarchy Process
Overview
The instructor will run the Fill Employee Hierarchy process to add the person you just created to
the purchasing hierarchy. This is necessary for approvals to work correctly.
Assumptions
Tasks
Run the Fill Employee Hierarchy process
1. Navigate to the request submission window.
(N) Reports > Run

m y
Name: Fill Employee Hierarchy
Operating Unit: Vision Operations
d e
2. Monitor the request and ensure that it completes successfully
ca
e A
Note: The Fill Employee Hierarchy adds the position and the people assigned the position to
c l
the position hierarchy. This process is not necessary for an Employee/Supervisor hierarchy.
Both types are discussed during this course.
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 12
Oracle iProcurement Content Management
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 13
Practice - Create a Purchasing Category
Overview
In this practice, you will create a purchasing category to be used later when creating purchasing
documents.
Assumptions
Log on to the system by using XXUSER, which you created earlier.
Tasks
Add Key Values for Purchasing Category Combinations
Add XX to the PO Item Category value set.

m y
Create Purchasing Categories
d e
Create categories for XX.COMPUTER. XX.SUPPLIES and XX.MISC.
ca

e
Assign the Categories to a Category Set A
c l
Assign the categories that you created to the Purchasing category set.
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 14
Solution - Create a Purchasing Category
Add Key Values for Purchasing Category Combinations
Note: In most cases, creating a Purchasing category would only require the following steps
for creating category codes and then assigning them to the Purchasing category set. Because
the Flexfields in the Oracle Vision database have dependent value sets due to other product
requirements, you must perform some extra work.
1. Navigate to the Key Segment Values window.
(N) Setup > Flexfields > Key > Values
2. Add XX to the PO Item Category value set.
Select Value Set, enter PO Item Category as Name, and click Find.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e

t e r U s
Place your cursor in the first row of the Values, Effective tabbed region. If no open rows
n
are visible, click (I) New.
I

e
Enter XX in the Value field, and XX in the Description field.
c l
r a
O

Chapter 1 - Page 15
m y
(I) Save. Close the form and click OK in the Compile note when it appears.
d e
3. Add COMPUTER, SUPPLIES, and MISC to the Commodity value set as dependent values
to XX.
ca
Select Value Set.
e A
Name = Commodity.
c l
Independent Value = XX r a
O ly
(B) Find
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 16
Place your cursor in the first row of the Values, Effective tabbed region. If no open rows
are visible, click New to open a new row.
Enter COMPUTER in the Value field, and XX Computer in the Description field.
m y
If no open rows are visible, click New.
d e
Enter SUPPLIES in the Value field, and XX Supplies in the Description field.
ca

e
Enter MISC in the Value field, and XX Miscellaneous in the Description field.A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 17
m y
(I) Save. Close the form and click OK in the Compile note when it appears.
d e
Create Purchasing Categories
ca
4. Navigate to the Categories window
e A

l
(N) Setup > Items > Categories > Category Codes
c
5. (B) New
r a
6.
O ly
Create categories according to the following table:
Structure Name
l & On
Category Description Supplier?
PO Item
n a e
XX.COMPUTER XXComputer Y
Category
PO Item
t e r U s
XX.SUPPLIES
Purchases
XXOffice Supplies Y
Category
I n Y
c l e
PO Item
Category
XX.MISC XXMiscellaneous
Purchases
r a
O

Chapter 1 - Page 18
7. Save
Assign the Categories to a Category Set
8. Navigate to the Category Sets window.
(N) Setup > Items > Categories > Category Sets

m y
Select the M1 Seattle Manufacturing organization if asked.
d e
9. Query the Purchasing category set.
ca
PF11
e A

c
Flex structure = PO Item Category) l
Ctrl + PF11 r a
O ly

& On
Verify that the Name is Purchasing. (If it is not, use the up and down arrows to cycle
l
through the options until you find Purchasing.)
n a e
10. Add your categories to the Categories region.

t e r U s
Insert the cursor in the line region.

I
(I) Add line.n

c l e
Add new rows as needed to add XX.COMPUTER and XX.SUPPLIES, and XX.MISC.
r a
O

Chapter 1 - Page 19
m y
d e
ca
11. Save
e A
l
12. Close the windows until you are back at the Navigator.
c
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 20
Practice - Create a Requisition Template
Overview
In this practice, you will create a purchase requisition template.
Assumptions
Tasks
Log On to the System
Create a Requisition Template
Create a requisition template by using your earlier requisition as well as three system items.
m y
1. Open the Requisition template window:
d e
Operating Unit = Vision Operations
Template = XX NewEmp
c a
Description = XX New Employee Purchases
Type Field = Purchase Requisition
e A
c l
2.
a
Add the following lines to the template:
r
Item Category
O ly Description UOM Price
XX.COMPUTER
l & On XXInkjet Ink

Cartridge
Each 55
n a e
XX.COMPUTER XXInkjet Premium Each 20
CM13139
t e r U s
PRODUCTN.DRIVE
Paper
8GB Hard Drive
CM15138
I nPRODUCTN.DRIVE Monitor - 17"(16"
Viewable)
c l e PRODUCTN.DRIVE
Short Depth
a
CM18759 Keyboard - 101 Key
O r

Chapter 1 - Page 21
Solution - Create a Requisition Template
Log On to the System
Create a Requisition Template
1. Open the Requisition Template window:
(N) Setup>Purchasing>Requisition Templates

Template = XX NewEmp
Description = XX New Employee Purchases
Type Field = Purchase Requisition
2. Save
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 22
Add Lines to the Requisition Template
3. Add the following lines to the template:
Item Category Description UOM Price

XX.COMPUTER XXInkjet Ink Cartridge Each 55
XX.COMPUTER XXInkjet Premium Paper Each 20
CM13139 PRODUCTN.DRIVE 8GB Hard Drive
CM15138 PRODUCTN.DRIVE Monitor - 17"(16" Viewable)
Short Depth
CM18759 PRODUCTN.DRIVE Keyboard - 101 Key
Note: For supplier-sourced lines, you can enter the unit price, and this price is used in the
Requisitions window. For inventory source lines, the cursor does not enter this field, and the
price in the Requisitions window is the actual cost from inventory. You can enter sourcing
information for the current line in the lower part of the screen.
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r
4. a Save
O

Chapter 1 - Page 23
Practice - Create Items
Overview
In this practice, you will create an Oracle Inventory item that is iProcurement enabled, and
assign your Purchasing category to the item.
Assumptions
Log on to the system using XXUSER, which you created earlier.
Tasks
Create an Item
Assign your Category to your Item
Create Inventory Organization Assignments

m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 24
Solution Create Items
Create an Item
1. Navigate to the Master Items window.
Select Vision Operations as the organization.
(N) Items > Master Items (V1)
2. Enter your item.

Item = XXBUSINESS CARDS
Description = XXBusiness Cards
Primary = Box
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
3.
l e
(T) Purchasing
c
Purchased = Checked
r a Purchasable = Checked
List Price = 25.00
O

Chapter 1 - Page 25
m y
4. Save your item.
d e
Assign Your Category to Your Item
ca
5. (M) Tools > Categories
e
Category = XX.SUPPLIES (Replace MISC.MISC)
A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 26
6. Save your work.
m y
d e
7. (M) Tools > Organization Assignment c a
8.
e
Enable your item in inventory organizations according to the following table: A
c l
Org
M1
Name
Seattle Manufacturingr a Box
Primary UOM Enabled
Checked
M2 Boston ManufacturingO ly Box Checked
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 27
m y
9. Save your selections and return to the Navigator.
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 28
Practice - Create an Item and Add it to an ASL
Overview
In this practice, you will create an approved supplier list status.
Assumptions
Tasks
Create an Item
1. Navigate to the Items window.

Item = XXDell Latitude D800
m y
Description = XXDell Latitude D800
Primary = Each
d e
2. (T) Purchasing
ca
Purchased = Checked
Purchasable = Checked
e A
List Price = 1200
c l
3. Save
r a
O ly
Assign a Category to your Item
l & On
n a e
5. Save
t e r
4. Assign the XX.COMPUTER category to the item.
U s
I n
c l e
6. (M)Tools > Organization Assignment
r a
7. Enable your item in inventory organizations according to the following table:
O

Chapter 1 - Page 29
Org Name Primary UOM Enabled
M1 Seattle Manufacturing Each Checked
M2 Boston Manufacturing Each Checked
8. Save
Create an ASL with a Supplier
9. Navigate to the Approved Supplier List window.
(N) Supply Base > Approved Supplier List
10. Create an ASL by using the information from the following table:
Item Supplier Site Status Supplier Item

XXDell Lattitude Advanced Network Devices SANTA CLARA Approved XXD800
D800 ERS
11. (T) Record Details

Global = Yes
m y
12. Save
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 30
Solution - Practice - Create an Item and Add it to an ASL
Create an Item
1. Navigate to the Master Items window.

Item = XXDell Lattitude D800
Description = XXDell Latitude D800
Primary = Each
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
2. (T) Purchasing
t e r
Purchased = Checked
U s
I n
Purchasable = Checked
List Price = 1200.00
c l e
r a
O

Chapter 1 - Page 31
m y
3. Save your item.
d e
Assign Your Category to Your Item
ca
4. (M) Tools > Categories
e A
l
Category = XX.COMPUTER (Replace MISC.MISC)
c
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 32
5. Save your work
m y
d e
6. (M) Tools > Organization Assignment
c a
7. Enable your item in inventory organizations according to the following table:
e A
Org Name
c l Primary UOM Enabled
M1 Seattle Manufacturing
r a Box Checked
M2 Boston Manufacturing
O ly Box Checked
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 33
m y
d e
Create an ASL with a Supplier
c a
9. Navigate to the Approved Supplier List window:
e A

c l
(N) Supply Base > Approved Supplier List
r a
10. Create an ASL by using the information from the following table:
O ly
Item
l & On
Supplier Site Status Supplier Item
XXDell Lattitude
D800
n a e
Advanced Network Devices SANTA CLARA
ERS
Approved XXD800
11. (T) Record Details

t e r U s
I n
Global = Yes
c l e
r a
O

Chapter 1 - Page 34
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 35
Practice - Create a Blanket Purchase Agreement
Overview
In this practice, you will create a blanket purchase agreement.
Assumptions
The responsibility selected to complete this practice is Purchasing, Vision Operations

(USA).
Tasks
Create a Blanket Purchase Agreement
1. Responsibility = Purchasing, Vision Operations

m y
2. Navigate to the Purchase Orders window.
d e
(N) Purchase Orders > Purchase Orders
ca
A
3. Create a Blanket Purchase Agreement by using information in the following table:
e
c l
Field
r aValue
Supplier
O ly
Office Supplies, Inc.
Supplier Site
Description
l & On
OFFICESUPPLIES
XXBUSINESS CARDS
n a e
4. (B) Terms
t e
Pay On = Blankr U s
I n
Effective = Today to a year from today
Amount Limit = 10000
c
5. Savel e
r a6. Close the Terms and Conditions window.
O 7. (T) Lines

Chapter 1 - Page 36
8. Add items according to the following table:
Num Item Category Desc. UOM Price Supplier

Item
1 XXBUSINESS XX.SUPPLIES Defaults Defaults Defaults Blank
CARDS
2 XX.SUPPLIER XXRed Each 2.99 XX-333
Markers
9. Save your work.
10. Establish price breaks for each item according to the following table:
Num Org Ship-To Quantity Price Break Discount (%)

1 Blank Blank 10 Calculates 5
11. Approve the Agreement.
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 37
Solution - Create a Blanket Purchase Agreement
Create a Blanket Purchase Agreement
3. Create a Blanket Purchase Agreement by using the information in the following table:
Field Value
Supplier Office Supplies, Inc.
Supplier Site OFFICESUPPLIES
Description XXBUSINESS CARDS
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
4. (B) Terms
Pay On = Blank
r a Effective = Today to a year from today

Amount Limit = 10000
O

Chapter 1 - Page 38
m y
d e
c a
5. Save
e A
c l
6. Close the Terms and Conditions window.
7. (T) Lines r a
O ly
& On
l
Num Item
n a e
Category Desc. UOM Price Supplier
1 XXBUSINESS
t e r U s
XX.SUPPLIES Defaults Defaults Defaults
Item
Blank
CARDS
I n
2
c l e XX.SUPPLIER XXRed Markers Each 2.99 XX-333
r a 9. Save your work.
O

Chapter 1 - Page 39
10. Establish price breaks for each item according to the following table:
m y
Num Org Ship-To Quantity Price Break
d e
Discount (%)
1
2
Blank
Blank
Blank
Blank
10
20
Calculates
Calculates c
5
10
a
3 Blank Blank
e 30 Calculates A 15
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 40
11. Approve the Agreement.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 41
Practice - Create an Approved Supplier List and Specify Blanket
as a Source document
Overview
In this practice, you will create an approved supplier list and specify a blanket purchase
agreement to be used as a reference document on requisitions.
Assumptions
Tasks
Create an Approved Supplier List

m y
d e
(N) Supply Base > Approved Supplier List (V1)
Type = Item c a
e A
15. (T) Key Attributes
c l
r a
Supplier
O lySite Status Global Owning Org
Office
Supplies, Inc
l & On
OFFICESUPPLIES Approved Yes Vision
Operations
n a e
16. (B) Attributes
t e r s
Release Method = Release Using Autocreate
U
I n
17. (T) Source Documents
c l e Type Number Line
r a Blanket Your blanket purchase agreement number 1
O

Chapter 1 - Page 42
Solution - Practice - Create an Approved Supplier List and Specify
Blanket as a Source document
Create an Approved Supplier List
(N) Supply Base > Approved Supplier List (V1)

Type = Item
3. (T) Key Attributes
Supplier Site Status Global Owning Org

Office OFFICESUPPLIES Approved Yes Vision
Supplies, Inc Operations
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I
4. (B) Attributes
n
c l e
Release Method = Release Using Autocreate
r a
O

Chapter 1 - Page 43
5. (T) Source Documents
m y
Type Number Line
d e
Blanket Your blanket purchase agreement number 1
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 44
m y
d e
6. Save
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 45
Practice - Create a Catalog Quotation
Overview
In this practice, you will create a catalog quotation.
Assumptions
Tasks
Create a Catalog Quotation
19. Navigate to the Quotation window.
m y
(N) RFQ and Quotations > Quotations
d e
Type = Catalog Quotation
Supplier = Advanced Network Devices
c a
Site = SANTA CLARA-ERS
e
Effectivity = Today to a year from today
A
c l
a
r
Line Category O ly Description UOM Price Supplier
l & On Item
1 XX.SUPPLIES
n a e Desk Lamp Each 120 XX-101

2
t e r
XX.SUPPLIER
U s Rolling
Chair
Each 220 XX-102
I n
c l e
r a
O

Chapter 1 - Page 46
Create price breaks for each line
21. Create price breaks according to the following table:
Line Quantity Org Ship-To Discount %

1 10 Blank Blank 5
2 25 Blank Blank 10
22. Save
23. Status = Active
24. Save
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 47
Solution - Create a Catalog Quotation
Create a Catalog Quotation
2. Navigate to the Quotation window.
(N) RFQ and Quotations > Quotations

Type = Catalog Quotation
Site = SANTA CLARA-ERS
Effectivity = Today to a year from today
Line Category Description UOM Price Supplier

Item
1 XX.SUPPLIES Desk Lamp Each 120 XX-101
m y
2 XX.SUPPLIER Rolling
Chair
Each 220
e
XX-102
d
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 48
m y
Create price breaks for each line
d e
4. Create price breaks according to the following table:
c a
Line Quantity
e Org Ship-To A
Discount %
1 10
c
Blank
l Blank 5
2 25
r a
Blank Blank 10
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 49
5. Save
6. Status = Active
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 50
7. Save
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 51
Practice - Create a Global Blanket Purchase Agreement and Edit
Content
Overview
This practice provides an opportunity for you to create a purchase agreement in Oracle
Purchasings Professional Buyers Work Center. You will authorize this agreement for update by
both suppliers and iProcurement catalog authors. As a supplier, you will upload a spreadsheet
file to add items to the agreement. You will add items as a catalog author as well. For both
updates, as a Buyer, you will accept the updates.
Assumptions

Profile option POR: Auto Load Shopping Categories is set to Yes.
Profile option POR: Autocreate Shopping Category and Mapping is set to Yes.
m y
Tasks d e
ca
Buyer Creates Global Blanket Purchase Agreement
e A
Supplier Loads New Items
c l

a
Buyer Reviews and Approves New Supplier Items
r

O ly
Catalog Administrator Adds New Items

l & On
Buyer Reviews and Approves New Author Items
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 52
Solution - Create a Global Purchase Agreement and Edit Content
Buyer Creates Global Blanket Purchase Agreement
Responsibility = Purchasing, Vision Operations (USA)
1. Navigate to the Agreements page in Professional Buyers Work Center.
(N) Buyer Work Center > Agreements
2. Create the Global BPA header.
Verify that the Create field LOV is Blanket Purchase Agreement, and then click (B)
Go.
Note: The Agreement tab in the Buyers Work Center will create ONLY a global
blanket purchase agreement (BPA). So you will NOT see any Global check box in the
header section as it is global by default.
3. On the Blanket Purchase Agreement page, enter the following information for the header:
Operating Unit
Field Vision Operations
Vision Operations
m y
Supplier Office Supplies, Inc.
d e
Supplier Site OFFICESUPPLIES
ca
Buyer
Description
Your last name, first name
XX GBPA
e A
Bill to Location
c l
V1- New York City
Default Ship to Location
r a
M1- Seattle
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 53
4. (B) Save
5. Note the BPA number: ___________________________

m y
6. From the Actions drop-down list, choose "Enable Supplier Authoring" and click Go.
d e
Purchase Agreement.
ca
Note the confirmation that the supplier Office Supplies, Inc. can now edit this Blanket
e
VERY IMPORTANT NOTE: This action is to allow the supplier user to modify the A
c l
BPA and add items. Supplier users cannot create their own BPAs. The suppliers access
for this is Oracle iSupplier Portal.
7. r a
From the Actions drop-down list, choose Enable Catalog Administrator Authoring and
O ly
click Go. This allows the iProcurement Catalog Administrator to upload the items to the
& On
agreement in a subsequent step.
l
a e
At this point the agreement is created (but not approved or processed) and is accessible to
n
Supplier Loads New Items
t e r
the supplier for uploading of items.
U s
8. I n
Log out from and log in to Oracle iSupplier Portal
l e
Username/password = supplier/welcome
c
Responsibility = iSupplier Portal Full Access
r a The iSupplier Portal homepage appears. The Orders at a Glance table will show only
O the Approved POs.

Chapter 1 - Page 54
9. Find your agreement and navigate to the Update Blanket Agreements page:
(T) Orders > (ST)Agreements > (B) Search
Enter your agreement number in PO Number.
(B) Go
Open your agreement by clicking the PO Number link.
Select Edit Agreement in Actions list and click (B) Go.
10. Upload file with new items.
(M) Add Lines: Via Upload
(B) Go
Accept the default (Tab-delimited).
(B) Download Resources.

(B) Download.
Save the zip file locally.

m y

d e
Open the zip file. Open the TextTemplate.txt file in Excel. Use the readme file and the
instructions below to complete the spreadsheet file.
ca
e A
Type Description
c l
Shopping Category Category Unit Price
Goods XXSticky
r
XXOfficea XX.SUPPLIES Pack 8
Pads
O ly
Supplies
Goods XXLegal
Pads
l & On
XXOffice
Supplies
XX.SUPPLIES Dozen 7
n a e
Goods XX600MB
CD-ROM
t e r s
XXComputer
Supplies
U
XX.COMPUTER Each 100
Goods XX250GB
I n XXComputer XX.COMPUTER Each 100
e
External Supplies
c l
Drive
r a
11. Return to the Upload Lines Page.
O (B) Back

Chapter 1 - Page 55
Browse to your completed spreadsheet file.
(B) Submit.
Buyer Reviews and Approves New Supplier Items
12. Log on to the system by using XXUSER, which you created earlier.
13. Navigate to the Agreements page.
(N) Buyer Work Center > Agreements
14. Accept the supplier entered items:
Select the My Agreements With Pending Change Requests view and click (B) Go
Or
(M) Select Agreement: Respond to Change Requests and click (B) Go.
The Respond To Changes page allows the buyer to decide to either accept or reject item
filenames, price breaks, and so forth).

m y
by item. You can also click the Details icon to see all the attributes for each item (Image
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
15. (B) Accept All or (B) Submit (if Action = Accept for all lines).
O

Chapter 1 - Page 56
16. (H) Return to Agreements.
17. Query your agreement, it is now or will be shortly displayed with a status Approved.
Catalog Administrator Uploads Additional Items
Responsibility = iProcurement Catalog Administration
18. (H) agreement number
19. (T) Lines
20. (B) Update. You should see the items you just added as a supplier.
21. (B) Add 5 Rows.
22. Add two new lines:
Line 1 Line2
Type Goods Goods
Description XXHP Brochure Paper -
Glossy 8.5x11" 150
XXHP Presentation
m y
Paper - Glossy 8.5x11"
Sheets 300 Sheets
d e
a
Category XX.SUPPLIES XX.SUPPLIES
Unit
Price
Ream
9.00
Ream
16.00
A c
c l e
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 57
23. (B) Submit.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 58
Practice - Understand the XML Data File Structure
Overview
In this practice, you will review the XML file structure for loading data into the iProcurement
catalog. There are three main XML sections in an XML file pertaining to Data:
Admin (Required) Identifies the catalog; optionally specifies a contract purchase
agreement number
Root Descriptors (Optional)
Data (Required)
Tasks
Review XML Data Structure
1. Review the XML file structure for loading data.
<?xml version="1.0" ?> 

<CATALOG xml:lang="EN-US">
<ADMIN>

</ADMIN>
Admin section is
required
m y
<DATA>
d e
<ITEM ACTION="SYNC"
<NAMEVALUE>
c a
<NAME>Column name</NAME>
<VALUE>Data</VALUE>
e
This name/value
section may repeat A Catalog open and
close tags surround
</NAMEVALUE>
c l many times. Name

is column name
and value is the
admin and data
<NAMEVALUE>
r a
<NAME>Column name</NAME>
data value. The
must be one name/
value section for
<VALUE>Data</VALUE>
O ly EACH required data
value.
</NAMEVALUE
</ITEM>
l & On
</DATA>
</CATALOG>
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 59
Practice - Load Items Using XML
Overview
Suppliers may provide you with electronic catalog content to add to your local catalog. In this
practice, you will load items for the catalog using XML and the agreement you created earlier.
Assumptions
Profile option POR: Auto Load Shopping Categories is set to Yes.
Profile option POR: Autocreate Shopping Category and Mapping is set to Yes.
Tasks
Download the XML Resource Files
m y
Create an XML Catalog Data File From the Example
d e
Check Syntax with Internet Explorer
ca
Upload the XML File
e A
Troubleshooting Upload Errors c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 60
Solution Load Items Using XML
Download the XML Resource Files
1. (T) Agreements
2. Select your agreement.
(B) Search
(M) Agreement = Enter agreement number as search value.
(B) Go
3. (M) Select Agreement
4. (B) Update
5. (B) Go.
6. (T) Lines
m y
7. Select Add Lines: Via Upload and click Go.
d e
8. Select XML File Type.
ca
9. (B) Download Resources
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 61
10. (B) Download
11. Save the Download Resources zip file locally.
Note: The Upload Lines page is a multipurpose window. You can both download the
resource files for various upload file formats as well as upload the completed files to update
the catalog. This particular window is for uploading activities related to the global blanket
agreement that you created in an earlier practice. There is a similar window for uploading
content to existing blanket agreements and quotations.
Create an XML Catalog Data File From the Example
12. Open the .zip file, and then open the Readme_XML.htm file.
You may have to respond positively (Allow, Yes) to some Security Warning messages,
depending on the browser configuration.
13. Open a window with Notepad.
14. Create your own XML file, XXAddItems.xml. You can copy and update Example 4 in the
readme file or copy the example below into your Notepad window.

To use Example 4 in the readme:
m y
In the Internet Explorer window that displays the readme file, click (H) Data Section:
Lines and scroll down to Example 4
d e

a
Select and copy the XML for the example starting <?xml version="1.0" and ending
with </CATALOG> c

e A
Paste the selection into your Notepad window. Note that you can delete the empty
lines to improve readability.
c l

r a
Ensure that there is an underscore between AUX and ID in all usages of the
O ly
SUPPLIER_PART_AUX_ID element

& On
To use the example, copy and paste the following text into your Notepad window:
l
a e
<?xml version="1.0" encoding="ISO-8859-1" ?>
n
<ADMIN>
t e r U s
<NAME />
<INFORMATION>
I n
<SOURCE />
<DATE />
c l e
r a
</INFORMATION>
</ADMIN>
O<DATA>
<DOCUMENT type="">

Chapter 1 - Page 62
<HEADER>
<DOCUMENT_NUMBER />
<OPERATING_UNIT>
<OWNING_ORG />
<ORG_ASSIGNMENTS enabled="">
<REQUESTING_ORG />
<PURCHASING_ORG />
<PURCHASING_SITE />
</ORG_ASSIGNMENTS>
</OPERATING_UNIT>
<SUPPLIER_NAME />
<SUPPLIER_SITE />
<CURRENCY />
<EFFECTIVE_FROM/>
<EFFECTIVE_TO />
<NAMEVALUE name="" />
</HEADER>
<LINES>
<ITEM lineNum="" lineType="" action="ADD">
<CATEGORY>CLOTHING.SHIRTS</CATEGORY>
<SHOPPING_CATEGORY>Shirts</SHOPPING_CATEGORY>
<JOB_CODE />
<INTERNAL_ITEM_NUM revision="" />
<SUPPLIER_PART_NUM>TS-01</SUPPLIER_PART_NUM>
m y
<DESCRIPTION>Green T-Shirt</DESCRIPTION>
<SUPPLIER_PART_AUXID>Green</SUPPLIER_PART_AUXID>
d e
<EXPIRATION_DATE />
<NAMEVALUE name="LONG_DESCRIPTION">100% cotton, heavy ca
weight</NAMEVALUE>
e A
<PRICE negotiated="">
<UNIT_PRICE>10</UNIT_PRICE>
c l
<AMOUNT />
r a
<UNIT_OF_MEASURE>Each</UNIT_OF_MEASURE>
</PRICE>
</ITEM> O ly
l & On
<ITEM lineNum="" lineType="" action="ADD">
n a e
<CATEGORY>CLOTHING.SHIRTS</CATEGORY>
<SHOPPING_CATEGORY>Shirts</SHOPPING_CATEGORY>
<JOB_CODE />
t e r U s
<INTERNAL_ITEM_NUM revision="" />
I n
<SUPPLIER_PART_NUM>TS-01</SUPPLIER_PART_NUM>
<DESCRIPTION>Red T-Shirt</DESCRIPTION>
l e
<SUPPLIER_PART_AUXID>Red</SUPPLIER_PART_AUXID>
c
<EXPIRATION_DATE />
r a
<NAMEVALUE name="LONG_DESCRIPTION">100% cotton, heavy
weight</NAMEVALUE>
O <PRICE negotiated="">

Chapter 1 - Page 63
<UNIT_PRICE>10</UNIT_PRICE>
<UNIT_OF_MEASURE>Each</UNIT_OF_MEASURE>
<AMOUNT />
</PRICE>
</ITEM>
</LINES>
</DOCUMENT>
</DATA>
</CATALOG>
Update the text in your Notepad window according to the instructions below:
First line:
XML Tag Value
<CATEGORY> XX.MISC
<SHOPPING_CATEGORY> XXMiscellaneous
<SUPPLIER_PART_NUM> XXPP-101
<DESCRIPTION> XX Premier Paper Punch
<SUPPLIER_PART_AUX_ID> Three Hole
<NAMEVALUE
name="LONG_DESCRIPTION">
Heavy weight three hole punch
m y
<UNIT_PRICE>
<UNIT_OF_MEASURE>
12
Each
d e
Second line: c a
XML Tag
e A
Value
<CATEGORY>
c l XX.MISC
<SHOPPING_CATEGORY>
r a XXMiscellaneous
XXPC-901
O ly
<SUPPLIER_PART_NUM>
<DESCRIPTION> XX Jumbo Paper Clips
<SUPPLIER_PART_AUX_ID>
l & On JumboPC
<NAMEVALUE
n a e 100 jumbo sized metal paper clips
<UNIT_PRICE>
t e r
name="LONG_DESCRIPTION">
U s 3
I n
<UNIT_OF_MEASURE> BOX

l e
Save your Notepad file as XXAddItems.xml.
c
r a
O

Chapter 1 - Page 64
15. You can check the XML syntax with Internet Explorer by simply opening the file. Internet
Explorer detects that the file is .xml and opens it with its own XML Editor.
Internet Explorer is being used here to check the syntax of your XML file. If you somehow
changed the structure of the sample file while performing your edits (for example, deleted a
closing bracket), that would be indicated in this window. In your work environment, you can
use an XML editor that will provide this syntax checking while you edit. You will most
likely receive larger XML files from your supplier that have been generated by software that
ensures that the file complies with the structure required.
16. Verify that the syntax of your XML is correct. Errors will be indicated. Note that this just
validates the XML language syntax. It does not validate the XML file against the DTD. If
there are any errors indicated, open the XXAddItems.xml file in Notepad and correct them.
Upload the XML File
17. Return to the Upload page. (B) Back.
18. Upload your XML file using the following options:
File Type
Field
XML
Value
m y
File Name XXAddItems.xml
d e
Submit for Approval
Apply Oracle e-Commerce Gateway Mapping
Yes
No
c a
Set Error Tolerance
e
No A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 65
19. (B) Submit
If the submit is successful, you will be returned to the Agreements page with a confirmation
that your upload job has been submitted for processing.
Verify Upload and/or Troubleshooting Upload Errors
20. Verify that the load completed successfully or correct any upload errors.
Give the upload process some time to complete, and then check the job status.
Click the link for your Agreement number and check the Lines tab to see if your new
lines have been added. If so, you are done with this practice.
Alternatively, you can click the Upload button. You will receive a message that either
the job is still in progress or that the job completed with errors.
If there are errors, select View Upload Errors from the Actions menu and click Go.
View the errors and correct the file in Notepad. Select Discard Errors from the
Actions menu and upload again.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 66
Practice - Create a Local Content Zone
Overview
In this practice, you will create a local content zone for later inclusion in an iProcurement store.
Assumptions
Tasks
Set up a new local content zone
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 67
Solution Create a Local Content Zone
Set up a new local content zone
1. Navigate to the Manage Content Zones page.
(N) iProcurement Catalog Administration > (T) Stores > (H) Content Zones
(M) Create Local Content Zone (B) Go
2. Create a new local content zone using the information in the following table to complete the
page.
Field Value
Name XX Office Supplies, Inc. Content Zone
Description Items supplied by Office Supplies, Inc.
Suppliers Include items from specific suppliers (Office Supplies, Inc. )
Categories Leave blank
Assign Content Zone Security Secure by operating units (Vision Operations)
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O3. (B) Apply

Chapter 1 - Page 68
Practice - Create an Informational Content Zone
Overview
In this practice, you will create an informational content zone for later inclusion in a store.
Assumptions
Tasks
Create an Informational Content Zone
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 69
Solution
Create an Informational Content Zone
1. Navigate to the Manage Content Zones page:
(N) iProcurement Catalog Administration > (T) Stores > (H) Content Zones
2. (M) Create Informational Content Zone; (B) Go
3. Create your content zone:

Name = XX Oracle Web Page
URL = http://www.oracle.com
Accessible by all users
m y
d e
ca
e A
c l
4. Apply
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 70
Practice - Create a Store
Overview
In this practice, you will create a store.
Assumptions
Tasks
Create a New Store
Field Value
Store Name XX Office Supplies, Inc
Description Office Supplies, Inc. item store
m y
Include your XX Office Supplies, Inc. local content zone.
d e
Include your XX Oracle Wed Page informational content zone
ca
Include your XX Office Supplies, Inc. smart form.
e A
Test your new stores content restrictions
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 71
Solution Create a Store
Create a New Store
1. Navigate to the Manage Stores page.
(N) iProcurement > (T) Stores > (H) Stores > (B) Create Store
2. Create your store:
(B) Create Store
Field Value
Store Name XX Office Supplies, Inc. Store
(B) Add Content Zone: Include your XX Office Supplies, Inc. local content zone.
(B) Add Content Zone: Include your XX Oracle Web Page informational content zone.
(B) Add Smart Forms: Include your XX Office Supplies, Inc. smart form.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r
3. a (B) Continue
O

Chapter 1 - Page 72
4. Resequence the content zones to have your informational content zone show before your
smart form. Accept all other defaults.
5. (B) Apply
Verify Your New Store in the Table on the Manage Stores Page
Responsibility = iProcurement
6.
7.
On the Shopping page, enter pen in the keyword field.
(B) Go. Briefly scroll through the search results. Note that there are many entries from
m y
various suppliers.
d e
8. Return to the main shopping page; (T) Shop
ca
9. Select your XX Office Supplies, Inc store.
e A
l
10. Perform your search again. Note that only entries from Office Supplies, Inc. appear in the
c
results.
r a
O ly
11. Test your informational content zone.

& On
(ST) Stores, (H) xxOffice Supplies, Inc store, (H) xxOracle Web Page. Note that you go
l
to the public Oracle Web page. Close page to return.
n a e

t e r
12. Test your smart form. Note that the supplier information cannot be modified.
U s
(H) xxOffice Supplies, Inc.(smart form)
I n
13. Sign off and sign on as Bruno/welcome. (This user is assigned to Vision France.) Select
l e
iProcurement Vision France.
c
r a
14. Select your store. Note that only the informational content zone is accessible as it is
unsecured by operating unit.
O

Chapter 1 - Page 73
Practice - Review XML Schema Structure
Overview
In this practice, you will review the XML Schema Structure. There are three main XML sections
in an XML file pertaining to Schema
Admin (Required)
Schema (Optional)
Hierarchy (Optional)
Tasks
Review XML Schema Structure
<?xml version="1.0" ?> 

m y
<ADMIN>

Admin section is
required
d e
</ADMIN>
a
Catalog open and
c
close tags surround
<SCHEMA>

e
Schema section A
admin and schema
</SCHEMA>
c l
</CATALOG>
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 74
Practice - Load Categories using XML
Overview
In this practice, you will load categories using XML.
Assumptions
Tasks
Create an XML Catalog Data File
XML
<?xml version="1.0" ?>
<ADMIN>
<NAME>2005 Office Supplies Catalog Categories</NAME>
<INFORMATION>
m y
<SOURCE>Internal</SOURCE>
<DATE>01-JAN-2005</DATE>
</INFORMATION>
d e
</ADMIN>
ca
<SCHEMA>
<CATEGORY ACTION="SYNC">
e A
<KEY>XXOffice Furniture</KEY>
<NAME>XXOffice Furniture</NAME>
c l
<TYPE>GENUS</TYPE>
r a
<DESCRIPTION>XXOffice Furniture</DESCRIPTION>
</CATEGORY>
</SCHEMA>
O ly
</CATALOG>
l & On

n a e
Upload the File

t e r U s
I n
c l e
r a
O

Chapter 1 - Page 75
Solution Load Categories Using XML
Create an XML Catalog Data File
Signon = XXUSER
1. (B) Start > Programs > Accessories > Notepad
2. Enter the following XML. (Replace XX with your terminal number.)
Tip: You can copy and paste the XML example below and modify it.
XML
<?xml version="1.0" ?>
<ADMIN>
<NAME>2005 Office Supplies Catalog Categories</NAME>
<INFORMATION>
<SOURCE>Internal</SOURCE>
<DATE>01-JAN-2005</DATE>
</INFORMATION>
</ADMIN>
m y
<SCHEMA>
<CATEGORY ACTION="SYNC">
d e
<KEY>XXOffice Furniture</KEY>
<NAME>XXOffice Furniture</NAME>
ca
<TYPE>GENUS</TYPE>
<DESCRIPTION>XXOffice Furniture</DESCRIPTION>
e A
</CATEGORY>
</SCHEMA>
c l
</CATALOG>
r a
3. (M) File > Save As
O ly
l & On
File Name = XXcategory.xml
Save as type = Text Document
n a e
4. (B) Save
t e r U
Check Syntax with Internet Explorers
5. I
Locate the file. n
6.
c l e
Right-click and select Open With > Internet Explorer.
r a
O

Chapter 1 - Page 76
7. Verify that the syntax is correct. If the syntax is invalid, you receive messages when trying
to open the file.
Upload the File

m y
Responsibility = iProcurement Catalog Administrator
d e
8. Navigate to the upload page and upload your XML file.
ca
(T) Schema > (B) Upload > (B) Browse
e A
c l
r a
O ly
l & On
n a e

t e r
Locate your .xml file.
U s
(B) Submit
I n
9.
l e
Monitor your job until it completes.
c
r a
10. Check your category.
O11. (ST) Item Categories

Chapter 1 - Page 77
12. (M) Category Name = starts with and enter XX as the search value.
13. (B) Go
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 78
Practice - Map iProcurement Categories to Purchasing
Categories
Overview
In this practice, you will map iProcurement categories to Purchasing categories.
Assumptions
Tasks
Map iProcurement Category to Purchasing Category
In the previous two labs, you created two new shopping categories: XXOffice Furniture and
XXPens. You now need to map these categories to Oracle Purchasing categories.
Catalog Categories Oracle Categories

m y
XXOffice Furniture XX.SUPPLIES
d e
a
XXPens XX.MISC
A c
c l e
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 79
Solution Map iProcurement Categories to Purchasing
Categories
Map iProcurement Categories to Purchasing Categories
1. (T) Schema > Category Mapping
2. Map iProcurement shopping category to Purchasing category:
Shopping Categories Oracle Categories

XXOffice Furniture XX.SUPPLIES
XXPens XX.MISC
3. Query up all XX categories: (T) Shopping Category > (M) Shopping Category Name =
starts with > XX
4. (B) Go
5. Select XXOffice Furniture.

m y
6. (B) Map
d e
7. Purchasing Category = XX.SUPPLIES
ca
8. (B) Apply
e A
9.
c l
Repeat the previous instructions to map XX.Pens to the XX.MISC Purchasing category.
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 80
Practice - Build a Schema Hierarchy
Overview
In this practice, you will build a schema hierarchy. A schema hierarchy functions the same way
as a table of contents. There are two types of categories in the catalog. Together, these categories
define the hierarchy:
Item categories: Also known as genus categories, are used to group similar items. Item
categories are found at the lowest level of the category hierarchy; therefore an item
category can never be a parent category to a child category. Every item in the catalog
must belong to an item category.
Browsing categories: Also known as navigation categories (or master or intermediate

level categories), are used to define the levels of the category hierarchy. These types of
categories can be either a parent or child to another category, but cannot contain any
items.
Assumptions

m y
d e
Tasks
ca
Build a table of contents
e A
Test your table of contents
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 81
Solution - Build a Schema Hierarchy
Build a Table of Contents
1. Responsibility = iProcurement Catalog Administration
2. (T) Schema > Category Hierarchy > (B) Create Top-Level Category
Category Key = XX Items
Category Name = XX Items
3. (B) Apply
m y
4. Select the new top-level category, XXItems.
d e
5. (B) Insert Existing Child.
ca
6. Query up all your XX categories.
e A
(M) Category Name = starts with
c l
r a
Enter XX as the search value (in this example, 51).
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 82
7. Add your XXComputer Supplies, XXMiscellaneous, XXOffice Supplies, XXOffice
Furniture, and XXPens categories.
(B) Apply
Test Your Table of Contents
8. Responsibility = iProcurement
9. Select your XX store.
10. (H) XX Items.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 83
Practice - Recognize Catalog Specific Profile Options
Overview
In this practice, you will review catalog-specific profile options.
Tasks
Recognize Catalog Specific Profile Options
Section Profile Option Description
Catalog Setup MRP:Default Sourcing Assignment Set Sourcing rules for internally sourced items that are
added to the assignment set are used.
Catalog Setup POR : Approved Pricing Only Only contents extracted from core Purchasing is
displayed in search results.
Catalog Setup POR:Allow Manual Selection of If set to Yes and internally orderable items are
Source displayed, then this column will display "Select
Source" for internally orderable items. If set to
No, then no distinction will be made between
strictly purchasable items and items that are
internally orderable.
Catalog Setup PO: Legal Requisition Type Indicates whether requesters can enter internal
requisitions sourced from stock by
means of an internal sales order, purchase
requisitions sourced from a supplier by
m y
d e
means of a purchase order, or both types. Valid
values are Both, Internal, and Purchase.
Catalog Setup POR: Purge Jobs Older Than (days)

iProcurement.
a
Impacts both Oracle Purchasing and Oracle
c
Specify the number of days catalog loader job
Catalog Setup
e
POR: Hosted Images Directory A
history is stored in the database
Specifies the directory where image files are
Catalog Setup
c l
POR: Catalog Bulk Load Directory
stored
Temporary directory where bulk files are loaded
Catalog Setup
r a
POR: Show Thumbnail Images
prior to processing
Control whether thumbnail images loaded to the
O ly local catalog appears on the Search Results

Summary and Search Results pages
Catalog Setup
l & On
POR: Bulk Loader Commit Size Determines the batch size to commit records to
catalog tables when uploading, extracting or
Catalog Setup
n a e
POR: Thumbnail Height
purging data
Specifies the height, in number of pixels, for all
Catalog Setup
t e r U s
POR: Thumbnail Width
thumbnail images
Specifies the width, in number of pixels, for all
Catalog Setup
I n
POR: My Favorite Store
thumbnail images
Specifies the store that always displays at the top
of the Shop page
c l
Catalog Setup
e POR: Search Results Skin Indicates the skin in which search results are
displayed
r a
Catalog Setup POR: Catalog Result Set Size This profile determines the default number of rows
shown in iProcurement catalog search result
O tables.

Chapter 1 - Page 84
Catalog Setup POR: Display Shopping Category If this profile is set to Yes, iProcurement displays
Count the count of items within each shopping category
on the Shop home page.
Catalog Setup POR: Default Shopping Sort Determines the item attribute that is used to sort
search results by default
Catalog Setup POR: Default Shopping Sort Order Determines the default sort order to be ascending
or descending
Catalog Setup POR: Change Catalog Language If catalog items exist in multiple languages,
requesters can search for items in a language other
than their default session language.
Catalog Setup POR: Transparent Punchout Timeout Enter the time, in seconds, after which you want
Limit transparent punchout catalogs to time out if
the search takes longer than this time to complete
in the profile option.
Catalog Setup POR: Autocreate Shopping Category If set to Yes, create shopping category and
and Mapping mapping automatically when Purchasing
category is created.
Catalog Setup POR: Auto Load Shopping Category If set to Yes, the loader creates the File Folders
shopping category.
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 85
Oracle iProcurement Requisitions
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 86
Practice - Set User Preferences
Overview
You can set user preferences for information that should default to your requisitions. This is
helpful if you know that you will be creating a lot of requisitions in the future and you want to
default some of the same information or if you are using Express Checkout. Note that unlike
Preferences in core Purchasing, these preferences are saved when you end your session.
Assumptions
Tasks
Set Requisition Preferences
Complete Display Preferences
Complete iProcurement Preferences

m y
Complete Favorite Charge Accounts
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 87
Solution Set User Preferences
Set Requisition Preferences
1. Navigate to the iProcurement Preferences page.
(N) iProcurement Home Page > (H) Preferences
Complete Display Preferences
2. Navigate to the Display Preferences page.
General > Display Preferences
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
3.
t e r
Enter these Regional preferences:
s
Date Format = dd-MMM-yyyy
U
4.
I n
Enter any other display preferences that you might prefer.
5.
l e
Note that you could reset your password using this form.
c
6.
r a Set your Start Page responsibility to iProcurement.
O

Chapter 1 - Page 88
Complete iProcurement Preferences
7. Navigate to the iProcurement Preferences page.
Application > iProcurement Preferences
8. Specify your iProcurement preferences:

My Favorite Store = Main Store
Search Results Per Page = 25
Shopping Search Results Per Page = 7
Shopping Search Results Layout = Grid View.
Need-By Date Offset = 10
Requester name = Your employee name
Deliver to a subinventory = Unchecked
Note: The Deliver-To location defaults from your employee record.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
n
Complete Favorite Charge Accounts
I
9. c e
(B) Add Another Row
l
Create a predefined charge account.
r a
O

Chapter 1 - Page 89
Nickname Operations Accounting Flex Primary
SM CAP 01-000-1570-0000-000 Selected
EQUIP
10. (B) Apply
m y
d e
ca
11. Return to the Navigator.
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 90
Practice - Creating a Favorites List
Overview
In this practice, you will create a personal favorites list.
Assumptions
Tasks
Create a new personal Favorites List called XX Office Supplies Inc.
Shop for items and add to Favorites List
Move items from your Favorites List to your XX Office Supplies Inc. list.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 91
Solution Creating a Favorites List
Create a new personal Favorites List called XX Office Supplies Inc.
1. (H) Preferences
2. (H) iProcurement Preferences
3. (B) Add Another Row in the Favorite List region.
4. Call you new list XX Office Supplies Inc.
m y
d e
ca
e A
c l
r a
5. (B) Apply
O ly
l & On
Shop for items and add to Favorites List
6.
n a e
(N) iProcurement Home Page > (T) Shop
7. Search for pens.

t e r U s
I n
c l e
r a
O

Chapter 1 - Page 92
8. From the search results, select two pens each from Corporate Express Office Supplies and
Office Supplies Inc. (You may have to scroll through the results to find pens from both
stores). m y
9. (B) Add to Favorites. d e
Move items from your Favorites List to your XX Office Supplies Inc. list. ca
e A
l
10. (H) Shopping Lists (it will default to Personal Favorites).
c
r a
11. (M) Select Item: XX Office Supplies Inc. Note that this does not change the display. It is
still showing items from your default favorites list.
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 93
12. Select the two pens from Office Supplies Inc.
13. (B) Move.
14. (M) Select List = XX Office Supplies, Inc.
15. (B) Go. You should see the two pens you moved from your Personal Favorites list.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 94
Practice - Split Cost Across Charge Accounts
Overview
In this exercise, you will submit a requisition splitting the cost across multiple charge accounts.
You have been asked to order 50 pens for the fiscal year sales meeting. Your boss has asked you
to use your judgment to order the best buy pen to keep costs reasonable and to split the cost
evenly between two departments.
Assumptions
Tasks
Navigate to the iProcurement home page
Search for items
Update the quantity and recalculate the total

m y
Confirm defaults
d e
Split accounting across two departments
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 95
Solution Split Cost Across Charge Accounts
Navigate to the iProcurement Home Page
1. Navigate to the iProcurement home page.
(N) iProcurement Home Page
Search for Items
2. Go to the Main Store.
(T) Shop > Main Store
3. Search for an item.

Pen
4. (B) Go
5. If necessary, view all results from local content and select one item.
m
Note: If you Sort by Relevance and choose Descending, the search results that most closely
y
d e
match the search words you entered are displayed first. For example, if you search for blue
pen Bic ballpoint, the item Blue ballpoint pen would rank higher in relevance than blue
pen.
ca
Update the Quantity and Recalculate the Total
e A
6.
c l
Update the quantity to 50 and add to your cart.
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 96
7. (B) View Cart and Checkout
8. (B) Checkout
9. Enter a requisition description: XXRequisition1.

m y
Confirm Defaults
d e
10. Confirm defaults
Need-By Date = Todays date + 10 days c a
Requestor Name = The employee you created
e A
l
Deliver-To Location = Your deliver-to location
c
Split Accounting Across Two Departments
r a
O ly
11. Split accounting across the following departments.
(B) Edit Lines

l & On
(T) Accounts
n a e
t e r s
12. Click the icon to split the line to multiple cost centers according to the following table:
U
I n
c l e
Operations Accounting Flex
01-740-7699-0000-000
Percent
50 25
Quantity Amount
(depends on the pen you selected)
r a
01-740-7621-0000-000 50 25 (depends on the pen you selected)
O

Chapter 1 - Page 97
13. (B) Add Another Row
14. Enter the values from the table above.
15. (B) Apply
16. (B) Apply

m y
17. Continue the checkout process.
d e
(B) Next
ca
18. Add a justification.
e A
19. Complete the checkout process.
c l
(B) Submit
r a
20. (T) Requisitions O ly
l & On
21. Note the status of your requisition.
n a e
r s
Note that there is no purchase order associated with this requisition. Later in the class, we
e
will talk about the elements that must be in place to automatically create an Approved or
t U
Unapproved purchase order after the requisition is submitted.
I n
c l e
r a
O

Chapter 1 - Page 98
Practice - Specify Different Delivery Information for a Single Item
Overview
In this practice, use Power Checkout to order computer supplies for two locations.
Assumptions
Tasks
Add items to your Cart
Checkout
Change Delivery Information for Half the Items
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Chapter 1 - Page 99
Solution Specify Different Delivery Information for a Single Item
1. Navigate to the iProcurement home page.
(N) iProcurement Home Page
2. (T) Shop
3. Select your XX Office Supplies, Inc. store.
4. Add items to your shopping cart
XX Items > XXComputer Supplies
Add five of each of the following items to your cart:
Item
600MB CD-ROM
250GB External
m y
Drive
d e
5. (B) Add to Cart
ca
Checkout
e A
6. Begin the checkout process
c l
7.
r a
(B) View Cart and Checkout > (B) Checkout
8. Specify a requisition description O ly

& On
Requisition Description = XXRequisition2
l
a e
Change Delivery Information for Half the Items
n
9. (B) Edit Lines
t e r U s
I n
10. For one of the line items, ensure that one delivery goes to V1-New York City and another to
M1 - change delivery information.
l e
Deliver To Location = M1- Seattle Mfg for line 2
c
r a
O

Chapter 1 - Page 100
11. (B) Apply
12. Submit
13. Check the status of your requisition on the Requisitions page.
(T) Requisitions
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Guided Demonstration - Scheduling Send Notification Workflows
Responsibility: Purchasing Super User
1. (N) Reports > Run
2. In the Submit a New Request window, select Single Request and click OK.
3. On the Submit Request page, complete the following field:
Name = Send Notifications for Purchasing Documents
4. Click the Schedule button.
5. Click the Periodically button in the Run the Job section.
6. Choose a timing schedule appropriate for your site such as every 10 minutes from the
completion of the job.
7.
8.
Click OK twice.
Click the Submit button.

m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Guided Demonstration - Add Filter Option to Search Results Page
Overview
This demonstration guides you through the use of the OAF Personalization feature to enable the
filter option on the iProcurement Search Results page.
Assumptions
Responsibility = System Administrator
Tasks
Configure Profile Options for Personalization
System Administrator Responsibility

There are two profile options that impact the OAF Personalization feature:
m y
1. Navigate to the System Profiles page.
d e
(N) System Administrator > Profile > System
ca
2.
A
Set Personalize Self-Service Defn to Yes. This is a general profile that lets you personalize
most pages.
e
3.
c l
Set FND: Personalization Region Link Enabled to Yes. Some regions require this profile to
r
be on to personalize those regions.
a
iProcurement Responsibility
O ly
& On
In Oracle iProcurement, you customize the UI for your organization.
l
4.
a e
Navigate to the iProcurement home page.
n
(N) iProcurement
t e r U s
5.
I n
Search the Main Store for pen from the iProcurement page Search field.
6.
l e
On the Search Results page, note the Personalize Region links on the page. Roll your cursor
c
over some of them and notice that each leads to a different Personalization Region.
r a
O

7. Click the Personalize Region link directly below the Search Results from All Local Content
heading. (Note that when you first scroll over the link, it links to the
ItemSourceRN.ControlsTabletLayout region.)
8. The Choose Personalization Context page is displayed with the

ItemSourceRN.ControlsTabletLayout region already selected as the Scope for
personalization. Click Apply to continue with this context selection.
9. On the Personalization Context page, find the Row Layout line for FilterControlsRow in the
Personalization Structure table. Click the Personalize icon for that row.
10. On the Personalize Row Layout page, find the Rendered row in the Personalization
Properties table. In the Organization column change the Rendered attribute to True. (Note
that you could set this at the Site, Organization, or Responsibility level.)
11. Click Apply.
12. From the Personalization Context page, click Return to Application at the lower left and
verify that the Search Results page now provides Filter options.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Create an Information Template
Overview
In this practice, you will create an information template.
Assumptions
Tasks
Create an Information Template
Seq Attribute Attribute Default LOV Mandatory Enabled

Name Description Value
10 Name Name Yes Yes
20 Title Title No Yes
m y
30 Address Line Address Line
1 1
Yes Yes
d e
2 2
No
c a
Yes
50 City City
e
Yes
A Yes
60 State State
c l Yes Yes
70
80
Zip
Phone
Zip
Phone
r a Yes
No
Yes
Yes
90 Email Email O ly
@oracle.com No Yes
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Create an Information Template
Create an Information Template
1. Navigate to the Define Information Template window.
(N) Setup > Information Templates
2. Create your information template:

Name = XXBUSCARDINFO
Available In All Organizations = Selected
Attachment Category = To Supplier
3. Define an Information Template based on the following table:
Seq Attribute Attribute Default LOV Mandatory Enabled

Name Description Value
10 Name Name Yes Yes
20
30
Title Title
Address Line Address Line
No
Yes
Yes
Yes
m y
1 1
d e
2 2
No
c a
Yes
50 City City
e
Yes
A Yes
60
70
State
Zip
State
Zip
c l Yes
Yes
Yes
Yes
80 Phone Phone
r a No Yes
90 Email Email
O ly@oracle.com No Yes
l & On
Note

n a e
The LOV is currently not being used.

e r s
The attribute description is what shows up in iProcurement.
t U
It is possible to select mandatory and not enabled. That will cause problems.

I n
Information templates apply only to iProcurement.
c l e
r a
O

4. (B) Associate Template
Item Number = XXBUSINESS CARDS
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
5. Save
I n
6.
l e
(B) Close
c
7.
r a Close windows until you are back at the Navigator.
O Note: To attach to an item, the item must be present in your Master Items table.

Practice - Submit a Requisition Using an Information Template
Overview
In this practice, you will submit a requisition using an information template.
Assumptions
Tasks
Shop for an item
Complete special item information
Proceed through the checkout process
View requisition details
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Submit a Requisition Using an Information Template
Shop for an Item
1. (N) iProcurement Home Page > (T) Shop

Search = XXBUSINESS CARDS
2. Add the item to your cart.
Note that this item shows a Blanket Purchase Agreement. This implies that this line item
may be automatically sourced. If setups are performed correctly, once approved, a blanket
purchase agreement can be automatically created without buyer intervention.
Complete Special Item Information
3. Complete special item information.
m y
d e
ca
e A
c l
r a
O ly
l & On
Note: If you are submitting a requisition for business cards for multiple people, add the
a e
item to the cart as many times as you need and then specify special item information for
n
t e
on the purchase order. r U s
each one. The special item information becomes a line level text attachment that will print
(B) Continue
I n
l e
Proceed Through the Checkout Process
c
r
4.
a Begin the checkout process.
O(B) View Cart and Checkout

(B) Checkout
5. (B) Submit
6. Record your requisition number __________________
View Requisition Details
7. (T) Requisition
8. Notice that a blanket purchase agreement release has been generated automatically by the
PO Create Documents workflow (Order column).
Record your blanket number ________________
Note: It may take a bit of time for the PO Create Documents workflow to create the release.
View the Line Level Attachment
9. Switch to the Purchasing, Vision Operations responsibility.
10. Navigate to the Purchase Order Summary window:
(N) Purchase Orders > Purchase Order Summary

m y
Num = Your blanket PO number
View Releases = Checked
d e
11. Select your release and click Open.
ca
12. Find the lines and view your attachments.
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

13. Close all open windows and return to the Navigator.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Guided Demonstration - Enter and Submit an Internally Sourced
Requisition
Responsibility: iProcurement
1. (N) iProcurement > (T) Shop
2. On the Search page, enter motherboard in the Search field and click Go.
3. On the Search Results page, identify the following item.
Motherboard - 600 Series; supplier Star Gate Ltd.
4. Click the Select link in the Select Source column.
5. On the Select Item Source page, select Boston Manufacturing as your internal source for this
order, and then click Add to Cart.
6. On the Shopping Cart Contents page, enter 10 as the Quantity.
7. (B) Checkout
8. Enter XX Internal Motherboards in the Requisition Description field.

m y
9. Select M2- Boston in the Deliver-To Location field.
d e
10. Select RIP in the Subinventory field.
ca
11. (B) Submit
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Guided Demonstration - View Requisition Details
Overview
In this practice, you will view requisition details.
Assumptions
Tasks
1. Responsibility = iProcurement
2. (L) Home Page
m y
Note: You can view requisitions in the My Requisitions section or by clicking the
Requisitions tab.
d e
View Requisition Details Using My Requisitions
ca
3. (T) Shop
e A
4.
c l
(B) Full List to view all requisitions
5.
r a
(L) Your requisition number (where description = XXRequisition1)
6. O ly
Note that you can view requisition details using (L) Details or approval history by using
(L) Status
l & On
7. (L) Details
n a e
8.
e r s
Note that the detailed requisition information is displayed now.
t U
9. (L) Status
I n
l e
10. Note the approval history for your requisition.
c
r a11. (T) Shop
O

View Requisition Details Using the Requisitions tab
12. (T) Requisition
13. Note that using the drop-down list, you can view All My Requisitions and My Groups
Requisitions.
14. Note that there are also expanded search capabilities for your requisitions.
15. Note that from this page, you can perform the following functions:
Function Description
Copy to Cart Copy a requisitions contents to the shopping cart
Cancel Cancel a submitted requisition
Change Withdraw a submitted requisition
Receive Record the fact you received what you ordered
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Guided Demonstration - Set Values of Key Workflow
Prerequisites: Access to Workflow Builder and a copy of the PO Create
Documents workflow
1. Open Oracle Workflow Builder on your PC.
2. Choose the PO Create Documents Item Type (workflow).
3. Expand the Attributes section.
4. Right-click the appropriate attribute and choose Properties to display the setting to
students.
a. Is automatic creation allowed? (Default is yes.)
b. Is automatic approval allowed? (Default is yes.)
c. Should workflow create the release? (Default is no.)
d. Should contracts be used to autocreate the document? (Default is no.)
5. Save your changes.

m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Create Expense Account Rules
Overview
In this practice, create and use expense account rules.
Assumptions
Tasks
Create Expense Account Rules
Checkout and Test the Rule
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Create Expense Account Rules
Create Expense Account Rules
1. Navigate to the Define Expense Charge Account Rules window.
(N) Setup > Financials > Accounting > Expense Account Rules
(M) Operating Unit = Vision Operations
2. Define expense account rules according to the following table:
Account Rule Type Account Rule Value Segment Name Segment Value
ITEM CATEGORY XX.SUPPLIES Account 7460
ITEM CATEGORY XX.COMPUTER Account 7530
(B) Create
m y
d e
c a
e A
c l
(B) Apply
r a
3.
O ly
Close windows until you are back at the Navigator.
& On
l
4.
a e
Switch to the iProcurement responsibility.
n
5.
r
Navigate to the shopping page:
t e U s

I n
6.
l e
Search for your Computer Supplies category:
c
Search = XXComputer Supplies
r a (B) Go
O

7. Add the following items to your cart:
Item Supplier Item Number

600MB CD-ROM XX-001
8. (B) Add to Cart
9. View Cart and Checkout.
m y
d e
Checkout and Test the Rule
ca
10. (B) Checkout
e A
(B) Next
c l
(B) Next
r a
Under Details, click (H) Show.
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

11. Notice under Billing Information that the natural account of 7530 has overridden the default
natural account of 7740 from the employee record.
12. Complete the requisition submission process using a requisition description of

m y
XXRequisition4.
d e
13. Record your requisition number ____________.
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Guided Demonstration - Create iProcurement Buyer Attachment
Responsibility: System Administrator
1. (N) Profile > System
2. In the Find System Profile Values window, enter Attachment File Directory in
the Profile field.
3. Select Find.
4. In the Site field, set up the Attachment File Directory profile option to point to the directory
where the files for attachments will be stored.
5. Make sure that the directory path specified for this profile option is accessible from the
machine where the Web Server is running.
6. Save your work.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Set Up and Use P-Cards
Overview
You have been assigned to set up a new Procurement Card program in Oracle Payables, and then
verify that it is working in Oracle iProcurement. Your credit card bank is First National Bank of
U.S. You have decided that you need to allow only certain card transactions to be accepted and
First National Bank of U.S. has agreed to work with you on this.
Assumptions
Responsibility = Payables, Vision Operations (USA)
Tasks
m y
Create a Supplier/Supplier Site who will be the Credit Card Provider
d e
Name = XXFirst National Bank US
(T) Classification c a
Type = Supplier
e A
(B) Sites
Site Name = NEW YORK
c l
Terms = Immediate r a
Add Address, City, State and Zip
O ly

& On
Create Credit Card Code Sets
l
Code Set Name = XXCode Set
a e
Description = XXCode Set
n
Blocking Group
t e r U
1000s
Value
Computer
Description Account
1560
I n Equipment
c l e 2000
3000
Small Tools
Postage
1530
7510
O ra 4000
5000
Printing Services
Subscriptions
7540
7740

6000 Equipment Testing 7440
7000 Office Supplies 7740
Yes TE4 Block T&E Charges N/A
Create a Credit Card Program

Card Program Name = XXVisa
Card Brand = Visa
Description = XXVisa Card
Card Type = Procurement
Supplier = XXFirst National Bank US
Card Code Set = XXCode Set
Exception Clearing Acct = 01-000-2990-0000-000
Create a GL Account Set

GL Account Set Name = XXVisaAccounts
Description = Visa Override Accounts
Account Description
1560 Computer
Equipment
1530 Small Tools
m y
7510
7540
Postage
Printing
d e
7740 Subscriptions
c a
7440 Equipment Testing
e A
Create a Credit Card Profile
c l
r a
Profile Name = XXCorporate Card Program
Description = XXCorporate Card Program
O ly
l & On
Acct Set Name = XXVisa Accounts
Default Acct Template = 01- - 2990-0000-000
n a e
Do not allow Direct Account Entry
e r s
Manager Notification = Notifications Only
t U
Employee Notification = Verification Required
I n
Assign Credit Cards to Employees
c l e
Card Program = XXVisa
Profile = XXCorporate Card Program
r a Card Member Name = Patricia Stock
O Card Number = (You decide on a 16 digit number).

Employee Name = Your user
Department Name = Corporate Purchasing
Per Transaction = 1000
Per Period = 5000
Verify Profile Options
Submit a Requisition with a PCard
Autocreate a Purchase Order
Enter Transactions from the Credit Card Provider

Transaction Card Code Bill Amount Merchant City State
Date Value
Todays date 7000 120 Advanced Santa CA
Network Clara
Devices
Run the Procurement Card Transactions Validation Program
Run the Procurement Card Transactions Verification Process
Run the Create Procurement Card Issuer Invoice

m y
Run the Payables Open Interface Import program
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Set Up and Use P-Cards
Create a Supplier/Supplier Site who will be the Credit Card Provider
Responsibility = Payables, Vision Operations (USA)
1. Navigate to the Suppliers window.
(N) Suppliers > Entry
(B) Create Supplier
2. Enter the following supplier:

Organization Name = XXFirst National Bank US
m y
d e
ca
(B) Apply
e A
(H) Address Book c l
r a
(B) Create
O ly
& On
Use the following information to complete the page:
l
Field
n a e Value
Address Line 1
t e r U s 22010 Broadway
City I n New York
County
c l e New York
r a
State NY
O

Postal Code 10018
Address Name Headquarters
(B) Continue
3. On the Create Address: Site Creation page, select Vision Operations as the Operating Unit.
(B) Apply
4. (H) Quick Update
5. (T) Key Payment Terms.

Terms = Immediate
m y
d e
ca
e A
c l
r a
O ly
l & On
6. Save
n a e
7. (H) Home.
t e r U s
I n
Create Credit Card Code Sets
8.
c l e
Navigate to the Credit Card Code Sets window.
r a (N) Setup > Credit Cards > Procurement Card > Code Sets
O9. Enter the following code set:

Code Set Name = XXCode Set
Description = XXCode Set
10. In the Card Codes region, enter values according to the following table:
Blocking Group Value Description Account
1000 Computer 1560
Equipment
2000 Small Tools 1530
3000 Postage 7510
4000 Printing Services 7540
5000 Subscriptions 7740
6000 Equipment Testing 7440
7000 Office Supplies 7740
Yes TE4 Block T&E Charges
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O11. Save your work.

Note: Your credit card provider sends you the list of card codes it uses. These are Standard
Industry Codes (SIC) or Merchant Category Codes.
Note: Blocking group is not currently used by Oracle Payables.
Create a Credit Card Program
12. Navigate to the Credit Card Programs window.
(N) Setup > Credit Cards > Card Programs
13. Enter the following program:

Card Brand = Visa
Description = XXVisa Card
Card Type = Procurement
Card Issuer = XXFirst National Bank US
Card Issuer Site = HEADQUARTERS
Card Code Set = XXCode Set
Exception Acct = 01-000-2990-0000-000
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
14. Save your work.
O

Create a GL Account Set
15. Navigate to the Credit Card GL Account Sets window.
(N) Setup > Credit Cards > Procurement Card > GL Account Sets
16. Enter the following account set:

GL Account Set Name = XXVisaAccounts
Description = Visa Override Accounts
17. In the GL Accounts region, enter the Account and Description information according to the
following table:
Account Description
1560 Computer
Equipment
1530 Small Tools
7510 Postage
7540 Printing
7740 Subscriptions
7440 Equipment Testing
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

18. Save your work.
Create a Credit Card Profile
19. Navigate to the Credit Card Profile window.
(N) Setup > Credit Cards > Credit Card Profiles
20. Enter the following credit card profile:

Profile Name = XXCorporate Card Program
Description = XXCorporate Card Program
Acct Set Name = XXVisaAccounts
Default Acct Template = 01- -2990-0000-000
Do not allow Direct Account Entry
Manager Notification = Notifications Only
Employee Notification = Verification Required
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
21. Save your work.
r aNote: The Build Acct From Code field allows accounts from the Code Set to be used in
O creating distributions.

Assign Credit Cards to Employees
22. Navigate to the Credit Cards window.
(N) Credit Cards > Credit Cards
23. Enter the following assignment:

Card Program = XXVisa
Profile = XXCorporate Card Program
Card Member Name = Patricia Stock
Card Number = (You decide on a 16 digit number).
Employee Name = Your user
Department Name = Corporate Purchasing
Per Transaction = 1000
Per Period = 5000
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
24. Save your work.
r a
Verify Profile Options
O25. Log in with your user that has a P-Card associated with it.

26. Switch to the Purchasing, Vision Operations (USA) responsibility.
27. Verify that the PO: Use P-Cards in Purchasing profile option is set to Yes.
28. Return to the navigator.
Submit a Requisition with a PCard
29. Switch to the iProcurement responsibility.
30. Submit a requisition for one of your bulk-loaded items (Supplier Item = XX-101). Ensure
that Advanced Network Devices is the supplier. Find items by searching for all items from
Advanced Network Devices. If possible select an item that has a contract number associated
with it (which will eliminate the AutoCreate step).
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

31. After the requisition is submitted, review the order. Because the XX-101 item was on a
quotation, the PO Create Documents workflow process should have automatically created
the purchase order. Find the PO and note the PO Number. ______________________
Autocreate a Purchase Order
32. Autocreate a requisition if necessary. Review the purchase order that was created and note
the P-Card number is visible.
Enter Transactions from the Credit Card Provider
Now you can enter transactions from the credit card provider.
33. Switch to the Payables, Vision Operations (USA) responsibility.
34. Navigate to the Procurement Card Transaction Entry window:
(N) Credit Cards > Procurement Card Transaction Entry
35. Employee Name = Your name
36. Enter transactions from the Credit Card Provider according to the following table:
Transaction Card Code Bill Amount Merchant City
m y
State
Date Value
d e
Todays
date
7000 120 Advanced
Network a
Santa
c
Clara
CA
e
Devices
A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
37. Exit and save your entries.
d e
Run the Procurement Card Transactions Validation Program
ca
38. Navigate to the standard request submission window.
e A
(N) Other > Requests >Run
c l
r a
39. Submit the Procurement Card Transactions Validation Program for your XXVisa program.
O ly
Run the Procurement Card Transactions Verification Process
l & On
40. Navigate to the standard request submission window

n a e
t e r U s
41. Submit the Procurement Card Transactions Verification Process for your XXVisa program.
I n
42. Review your workflow notifications and verify your transactions.
l e
Run the Procurement Card Transaction Approval Process
c
r a
O (N) Other > Requests >Run

44. Submit the Procurement Card Transaction Approval Process, leave the Manager parameter
blank.
45. Log in as the supervisor you assigned to your employee (cbrown/welcome).
46. Review the approval notification. Note that the card program was defined to simply
distribute manager approval notifications and not require manager approval.
Run the Create Procurement Card Issuer Invoice
48. Run the Create Procurement Card Issuer Invoice request for your XXVisa program.
49. Review the output and make a note of the invoice number.
Run the Payables Open Interface Import program
51. Run the Payables Open Interface Import program with a source of Procurement Cards.
m y
52. After the process completes, you can review your invoice in Payables.
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Recognize Requisition Specific Profile Options
Overview
In this practice, review requisition-related profile options.
Assumptions
Tasks
Review the Profile Options
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution
1. Review the following profile options:

Requisitions HR:Cross Business Group This profile impacts the suggested buyer functionality and
the global supervisor feature. When set to Yes, buyers from
different business groups can be assigned (or defaulted) to
a given requisition line. Also, building approval lists with
employees and finding buyers from multiple business
groups is controlled through this profile. When set to Yes,
both the buyer and approver list of values (LOV) can cross
business group boundaries.
Default Value: Yes
Requisitions MRP:Default Sourcing Assignment Sourcing rules dictate which supplier or internal
Set organization will supply a given requisitioned item.
Sourcing rules are utilized by Oracle iProcurement so that a
default source can be generated by the application. In
Oracle iProcurement only those sourcing rules that have
been assigned to the assignment set defined in this profile
will be used when the sourcing logic is called.
Note: This profile option is shared with other Oracle

Applications. Use caution when setting it.
m y
Requisitions PA: Allow Override of PA
Distribution in AP/PO e
If this profile value is set to Yes, then only a requester will
d
be able to make project-related changes to the charge
c
Allocate Costs to Multiple Accounts page. a
account information on the Edit Charge Account page and
Requisitions PO: Allow Requisition Approval

Forward Action
e A
When this profile is set to Yes, Approve, Reject, Forward,
Approve and Forward actions are allowed in a requisition
c l approval notification. Otherwise, only Approve and Reject

actions are allowed.
Requisitions
r
POR : Use Sequence for a Default Value: Yes
For improved performance, you can set this profile option
O ly
Requisition Numbering to Yes. This will generate requisition numbers using the
database sequence. Note: The requisition numbers
Requisitions
l & On
POR : System Approvers are
sequence will be shared across operating units.
Determines whether the default approvers on the approver
Requisitions
Mandatory
n a e
POR : Rate Based Services Line
list are mandatory and may not be deleted
Specifies the line type for rate-based non-catalog requests.
Type
t e r U s A rate-based request is expressed as a monetary charge per

time period. The value set here should be distinct from the
values set for POR: Goods Line Type and POR: Amount
Requisitions
I n
POR : Amount Based Services Line
Based Services Line Type. Default Value: No default.
Determines the line type for amount-based non-catalog
c
Requisitions
l e Type
POR : Goods Line Type
requests
Indicates the line type that should be used for all bulk
loaded items and quantity based non-catalog requests
r a
O

Requisitions POR: One Time Location Enter the location to be used as the one-time address. The
application uses the location code entered here as the one
time location. The actual one-time address details are
entered during checkout. Default Value: No default
Requisitions POR : Override Supplier P-Card Controls whether the supplier P-Card takes precedence
over employee P-Card when both P-Card types are eligible
to be assigned to a requisition line. Valid values are Yes or
No. Default Value: No.
Requisitions POR: Allow pcard use with P-Cards (both employee and supplier) when encumbrance
encumbrance is turned on. It can be set to Yes or No to control the
behavior at the requester and responsibility level. When set
to Yes, all eligible items can be charged to a P-Card even
when encumbrance is turned on. For all purchase orders
charged to a P-Card, the purchase order encumbrance
should be manually relieved using Oracle General Ledger.
Default Value: No default
Requisitions POR: Apply Expense Account Set this profile option to Yes when you want the Expense
Rules to Favorite Charge Accounts Account Rules to apply to the requesters Favorite Charge
Accounts. Default Value: No
Requisitions POR: Context value for Requisition Determines which context sensitive descriptive flexfield
distribution descriptive flexfield Oracle iProcurement uses for requisition distributions.
header descriptive flexfield Oracle iProcurement uses for requisition headers. Default
Value: No default
Requisitions POR: Context value for Requisition
line descriptive flexfield Oracle iProcurement uses for requisition lines. Default
Value: No default
m y
Determines which context sensitive descriptive flexfield
Requisitions POR: Enable Req Distribution

Customization
e
This profile is used to control if the distribution related
d
customization procedures needs to be invoked as part of the
c a
requisition creation. Note: You must customize these APIs
prior to setting this profile option to Yes. Valid values are
Yes or No. Default Value: No default
Requisitions POR: Enable Req Header
Customization
e A
This profile is used to control if the header related
c l requisition creation. Note: You must customize these APIs

Requisitions
r a
POR: Enable Requisition Line
Determines whether line level customization is enabled.
Customization
O ly Valid values are Yes and No. Note: You must customize
these APIs prior to setting this profile option to Yes.
Requisitions
l & On
POR: Generate and Display
Default Value: Yes
Setting this profile option to Yes means that the charge
n a e
Account at Checkout account will be generated and displayed on the first
checkout page. Default Value: No
Requisitions
Flex UI
t e r U s
POR: Display Legacy Accounting Determines whether to use the charge account key flexfield
user interface from previous releases on the Edit Lines
page during checkout.
I n This user interface displays the charge account as separate

segments, in separate fields. The settings are:
c l e Yes: The separate segments appear.

No: The new user interface displays the segments in a
ra
single field
Requisitions PO: Workflow Processing Mode Determines the performance of the Purchasing approval
workflow processes.
O

Requisitions POR: Display Graphical Approval If profile is set to Yes, the approval list graph is displayed.
List
Requisitions POR: Allow Manual Selection of If set to Yes and internally orderable items are displayed,
Source the Stocked Internally column will display the Select
Source link for all internally orderable items. If set to No,
then no distinction will be made between strictly
purchasable items and items that are internally orderable.
Requisitions POR: Select Internal Requisition If set to Yes, internal requisitions will be included in the
for Confirm Receipts confirm receipt notifications sent to the requester. If set to
No, internal requisitions will not be included with the
confirm receipt notifications sent to the requester.
Requisitions POR: Select Inventory For Confirm Receipts set this profile option to Yes if you
Replenishment Lines for Confirm want the Confirm Receipts workflow process to select
Receipts purchase order shipments with destination type Inventory
in addition to purchase order shipments with destination
type Expense.
Requisitions POR: Contractor Expense Line Indicates the line type that should be used for expense lines
Type on contractor requests
Requisitions POR: Reapproval after Contractor Determines whether reapproval of the requisition is
Assignment required after contractor assignment
Requisitions POR: Default Currency Conversion Specifies the default exchange rate type
Rate Type
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Oracle iProcurement Receiving
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Receive in iProcurement
Overview
In this practice, you will create and receive a requisition.
Assumptions
Tasks
Create a requisition
AutoCreate a purchase order from the requisition
Set purchase order terms
Receive items in iProcurement
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Receive in iProcurement
Create a Requisition
1. Navigate to the iProcurement shopping page:
2. Search for the item:

Search = CRO03220
(B) Go
3. Add the Cross Radiance Rollerball Pen, Green to your cart:
(B) Add to Cart

Quantity = 100
Note that this item shows a Blanket Purchase Agreement. This implies that this line
item may be automatically sourced. If setups are performed correctly, once
approved, a blanket purchase agreement can be automatically created without buyer
intervention.
m y
(B) View Cart and Checkout
d e
4. (B) Checkout
ca
e A
5. (B) Submit
c l
r a
O ly
l & On
n a e
t e r U s
6.
n
Record your requisition number __________________
I
7.
c e
l
(T) Requisition
r
8. a Notice that a blanket purchase agreement release has been generated automatically by the
O PO Create Documents workflow (Order column).

Record your blanket number ________________
Note: It may take some time for the PO Create Documents workflow to create the release.
Receive Items in iProcurement
9. Navigate to the Receiving tab.
(N) iProcurement Home Page > (T) Receiving
10. Navigate to the Receive Items page:
(H) Receive Items
11. Find your requisition if it is not already displayed.
m y
d e
ca
e A
c l
r a
O ly
l & On
12. Select your item.
n a e
13. (B) Express Receive
t e r U s
I n
Note: Express receive is normally enabled in the classroom instances. This allows you to
receive by simply entering the quantity.
c l e
14. (B) Submit.
r a
15. Complete the receipt and record your receipt number ________.
O16. Return to the Navigator.

Practice - Process a Correction
Overview
In this practice, you will process a correction. Assume you processed the receipt for 100 but you
miscounted. The original receipt should have been 90.
Assumptions
Tasks
Process a Correction
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Process a Correction
Process a Correction
1. Navigate to the Receiving page:
2. Navigate to the Correct Receipts page:
(H) Correct Receipts
3. Find your requisition if it is not displayed.
4 Correct Quantity / Amount Unit = 10.
m y
d e
ca
e A
c l
r a
O ly
l & On
5.
a e
Complete the correction process:
(B) Continue
n
(B) Submit
t e r U s
6.
I n
Return to the Navigator.
c l e
r a
O

Practice - Process a Return
Overview
In this practice, you will process a return. Assume that several of the pens were defective.
Process the return.
Assumptions
Tasks
Process a return
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Process a Return
Process a Return
1. Navigate to the Receiving page:
2. Navigate to the Return Items page:
(H) Return Items
3. Find your requisition if it is not already displayed.
m y
d e
ca
e A
c l
r a
O ly
4. Return Quantity Unit = 25
l & On
5. (B) Next
n a e
6. Reason = CompDamage
t e r U s
I n
c l e
r a
O

7. (B) Submit
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Guided Demonstration - Run the Confirm Receipts Workflow
(Required)
Overview
In this guided demonstration, the instructor will demonstrate how to use the confirm receipts
workflow. A big difference between using desktop receiving in iProcurement and the PO
Confirm Receipts workflow is that a requisition is not necessary for the PO Confirm Receipts
workflow, but is necessary for desktop receiving in iProcurement. Also, when you use the PO
Confirm Receipts workflow, the receipt is processed through a NOTIFICATION.
Assumptions
Tasks
Set Up an Item
1. Responsibility: Purchasing, Vision Operations

m y
2. Navigate to the Master Items window (if prompted for an organization, select Vision
d e
Operations).
ca
(N) Items > Master Items
Item = XXSoftware License
e A
c l
3. (T) Purchasing
Purchased = Selected
r a
Purchasable = Selected
List Price = 350 O ly
Receipt Required = Yes
l & On
Note
n a e

t e r U s
Items on a purchase order with a destination type of Inventory may be received as
I n
well as items with a destination type of Expense. To allow items with a Destination
Type of Inventory, set the POR:Select Inventory Replenishment Lines For Confirm
c l e
Receipts profile option to Yes.
r a Setting Receipt Required to "Yes" ensures that 3-Way Matching will be the default
on shipment lines associated with this item. If the Receipt Required flag is set to
O "No," you can still manually set the Match Approval Level to 3-Way matching.

4. (T) Receiving
Receipt Routing = Direct
5. Save
Assign the Item to Valid Inventory Organizations
6. Navigate to the Organization window.
(M) Tools > Organization Assignment

M1 = Selected
7. Save
8. Close windows until you return to the Navigator.
Create and Approve a Purchase Order

10. (T) Items

Site = Santa Clara
m y
Item = XXSoftware License
Quantity = 5 d e
Promised = Today's date - 2 days
ca
11. Assign yourself as the Requestor at the distribution line level.
e A
12. Ensure a Deliver-To location defaults.
c l
13. Save
r a
14. (B) Approve O ly
l
Run the Workflow Background Process& On
n a e

t
(N) Reports > Rune r
15. Navigate to the Standard Request Submission window.
U s
I n
16. Click (B) OK to submit a single request.
l e
Name = Confirm Receipts Workflow Select Orders
c
r a
17. (B) Submit
O18. Do not submit another request.

19. (M) View > Requests
20. Verify that your request completed successfully.
Note: It is not necessary to use system items. You can also use a One Time item provided
you specify the scheduled shipment to be a 3-Way or 4-Way match.
Open the PO Confirm Receipts Workflow Process
21. Open the PO Confirm Receipts workflow and trace the flow of information from the
beginning to the end.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Recognize Receiving Specific Profile Options
Overview
In this practice, you will review receiving specific profile options.
Assumptions
Tasks
Review Receiving Specific Profile Options
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Recognize Receiving Specific Profile Options

Receiving POR: Enable Automatic Yes enables automatic creation of debit memos for all return to
Debit Memo Creation for supplier transactions.
Returns
Receiving POR: Select Internal If set to Yes, internal requisitions will be included in the confirm
Requisition for Confirm receipt notifications sent to the requester. If set to No, internal
Receipts requisitions will not be included with the confirm receipt
notifications sent to the requester.
Receiving POR: Select Inventory For Confirm Receipts set this profile option to Yes if you want
Replenishment Lines for the Confirm Receipts workflow process to select purchase order
Confirm Receipts shipments with destination type Inventory in addition to purchase
order shipments with destination type Expense.
Receiving POR: Support review for If set to Yes, the Review and Submit page will be shown during
Express Receive express receiving. Otherwise, the requester will be directed to the
Confirmation page directly.
Receiving POR: Require Blind Receiving Yes turns on Blind Receiving support in Oracle iProcurement.
Blind receiving support requires corresponding setup in Oracle
Purchasing.
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Oracle iProcurement Setup Steps
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Recognize Catalog Specific Profile Options
Overview
In this practice, you will review catalog-specific profile options.
Tasks
Recognize Catalog Specific Profile Options
Catalog Setup MRP:Default Sourcing Assignment Set Sourcing rules for internally sourced items that are
added to the assignment set are used.
Catalog Setup POR : Approved Pricing Only Only contents extracted from core Purchasing is
displayed in search results.
Catalog Setup POR:Allow Manual Selection of If set to Yes and internally orderable items are
Source displayed, then this column will display "Select
Source" for internally orderable items. If set to
No, then no distinction will be made between
strictly purchasable items and items that are
internally orderable.
Catalog Setup PO: Legal Requisition Type Indicates whether requesters can enter internal
requisitions sourced from stock by
means of an internal sales order, purchase
requisitions sourced from a supplier by
m y
d e
means of a purchase order, or both types. Valid
values are Both, Internal, and Purchase.
Catalog Setup POR: Purge Jobs Older Than (days)

iProcurement.
a
Impacts both Oracle Purchasing and Oracle
c
Specify the number of days catalog loader job
Catalog Setup
e
POR: Hosted Images Directory A
history is stored in the database
Specifies the directory where image files are
Catalog Setup
c l
POR: Catalog Bulk Load Directory
stored
Temporary directory where bulk files are loaded
Catalog Setup
r a
POR: Show Thumbnail Images
prior to processing
Control whether thumbnail images loaded to the
O ly local catalog appears on the Search Results

Summary and Search Results pages
Catalog Setup
l & On
POR: Bulk Loader Commit Size Determines the batch size to commit records to
catalog tables when uploading, extracting or
Catalog Setup
n a e
POR: Thumbnail Height
purging data
Specifies the height, in number of pixels, for all
Catalog Setup
t e r U s
POR: Thumbnail Width
thumbnail images
Specifies the width, in number of pixels, for all
Catalog Setup
I n
POR: My Favorite Store
thumbnail images
Specifies the store that always displays at the top
of the Shop page
c l
Catalog Setup
e POR: Search Results Skin Indicates the skin in which search results are
displayed
r a
Catalog Setup POR: Catalog Result Set Size This profile determines the default number of rows
shown in iProcurement catalog search result
O tables.

Catalog Setup POR: Display Shopping Category If this profile is set to Yes, iProcurement displays
Count the count of items within each shopping category
on the Shop home page.
Catalog Setup POR: Default Shopping Sort Determines the item attribute that is used to sort
search results by default
Catalog Setup POR: Default Shopping Sort Order Determines the default sort order to be ascending
or descending
Catalog Setup POR: Change Catalog Language If catalog items exist in multiple languages,
requesters can search for items in a language other
than their default session language.
Catalog Setup POR: Transparent Punchout Timeout Enter the time, in seconds, after which you want
Limit transparent punchout catalogs to time out if
the search takes longer than this time to complete
in the profile option.
Catalog Setup POR: Autocreate Shopping Category If set to Yes, create shopping category and
and Mapping mapping automatically when Purchasing
category is created.
Catalog Setup POR: Auto Load Shopping Category If set to Yes, the loader creates the File Folders
shopping category.
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Recognize Requisition Specific Profile Options
Overview
In this practice, review requisition-related profile options.
Assumptions
Tasks
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution

Requisitions HR:Cross Business Group This profile impacts the suggested buyer functionality and
the global supervisor feature. When set to Yes, buyers from
different business groups can be assigned (or defaulted) to
a given requisition line. Also, building approval lists with
employees and finding buyers from multiple business
groups is controlled through this profile. When set to Yes,
both the buyer and approver list of values (LOV) can cross
business group boundaries.
Default Value: Yes
Requisitions MRP:Default Sourcing Assignment Sourcing rules dictate which supplier or internal
Set organization will supply a given requisitioned item.
Sourcing rules are utilized by Oracle iProcurement so that a
default source can be generated by the application. In
Oracle iProcurement only those sourcing rules that have
been assigned to the assignment set defined in this profile
will be used when the sourcing logic is called.
Note: This profile option is shared with other Oracle

Applications. Use caution when setting it.
m y
Requisitions PA: Allow Override of PA
Distribution in AP/PO e
If this profile value is set to Yes, then only a requester will
d
be able to make project-related changes to the charge
c
Allocate Costs to Multiple Accounts page. a
account information on the Edit Charge Account page and
Requisitions PO: Allow Requisition Approval

Forward Action
e A
When this profile is set to Yes, Approve, Reject, Forward,
Approve and Forward actions are allowed in a requisition
c l approval notification. Otherwise, only Approve and Reject

actions are allowed.
Requisitions
r
POR : Use Sequence for a Default Value: Yes
For improved performance, you can set this profile option
O ly
Requisition Numbering to Yes. This will generate requisition numbers using the
database sequence. Note: The requisition numbers
Requisitions
l & On
POR : System Approvers are
sequence will be shared across operating units.
Determines whether the default approvers on the approver
Requisitions
Mandatory
n a e
POR : Rate Based Services Line
list are mandatory and may not be deleted
Specifies the line type for rate-based non-catalog requests.
Type
t e r U s A rate-based request is expressed as a monetary charge per

time period. The value set here should be distinct from the
values set for POR: Goods Line Type and POR: Amount
Requisitions
I n
POR : Amount Based Services Line
Based Services Line Type. Default Value: No default.
Determines the line type for amount-based non-catalog
c
Requisitions
l e Type
POR : Goods Line Type
requests
Indicates the line type that should be used for all bulk
loaded items and quantity based non-catalog requests
r a
O

Requisitions POR: One Time Location Enter the location to be used as the one-time address. The
application uses the location code entered here as the one
time location. The actual one-time address details are
entered during checkout. Default Value: No default
Requisitions POR : Override Supplier P-Card Controls whether the supplier P-Card takes precedence
over employee P-Card when both P-Card types are eligible
to be assigned to a requisition line. Valid values are Yes or
No. Default Value: No.
Requisitions POR: Allow pcard use with P-Cards (both employee and supplier) when encumbrance
encumbrance is turned on. It can be set to Yes or No to control the
behavior at the requester and responsibility level. When set
to Yes, all eligible items can be charged to a P-Card even
when encumbrance is turned on. For all purchase orders
charged to a P-Card, the purchase order encumbrance
should be manually relieved using Oracle General Ledger.
Requisitions POR: Apply Expense Account Set this profile option to Yes when you want the Expense
Rules to Favorite Charge Accounts Account Rules to apply to the requesters Favorite Charge
Accounts. Default Value: No
distribution descriptive flexfield Oracle iProcurement uses for requisition distributions.
header descriptive flexfield Oracle iProcurement uses for requisition headers. Default
Value: No default
Requisitions POR: Context value for Requisition
line descriptive flexfield Oracle iProcurement uses for requisition lines. Default
Value: No default
m y
Determines which context sensitive descriptive flexfield
Requisitions POR: Enable Req Distribution

Customization
e
This profile is used to control if the distribution related
d
c a
requisition creation. Note: You must customize these APIs
Requisitions POR: Enable Req Header
Customization
e A
This profile is used to control if the header related
c l requisition creation. Note: You must customize these APIs

Requisitions
r a
POR: Enable Requisition Line
Determines whether line level customization is enabled.
Customization
O ly Valid values are Yes and No. Note: You must customize
these APIs prior to setting this profile option to Yes.
Requisitions
l & On
POR: Generate and Display
Default Value: Yes
Setting this profile option to Yes means that the charge
n a e
Account at Checkout account will be generated and displayed on the first
checkout page. Default Value: No
Requisitions
Flex UI
t e r U s
POR: Display Legacy Accounting Determines whether to use the charge account key flexfield
user interface from previous releases on the Edit Lines
page during checkout.
I n This user interface displays the charge account as separate

segments, in separate fields. The settings are:
c l e Yes: The separate segments appear.

No: The new user interface displays the segments in a
ra
single field
Requisitions PO: Workflow Processing Mode Determines the performance of the Purchasing approval
workflow processes.
O

Requisitions POR: Display Graphical Approval If profile is set to Yes, the approval list graph is displayed.
List
Requisitions POR: Allow Manual Selection of If set to Yes and internally orderable items are displayed,
Source the Stocked Internally column will display the Select
Source link for all internally orderable items. If set to No,
then no distinction will be made between strictly
purchasable items and items that are internally orderable.
Requisitions POR: Select Internal Requisition If set to Yes, internal requisitions will be included in the
for Confirm Receipts confirm receipt notifications sent to the requester. If set to
No, internal requisitions will not be included with the
confirm receipt notifications sent to the requester.
Requisitions POR: Select Inventory For Confirm Receipts set this profile option to Yes if you
Replenishment Lines for Confirm want the Confirm Receipts workflow process to select
Receipts purchase order shipments with destination type Inventory
in addition to purchase order shipments with destination
type Expense.
Requisitions POR: Contractor Expense Line Indicates the line type that should be used for expense lines
Type on contractor requests
Requisitions POR: Reapproval after Contractor Determines whether reapproval of the requisition is
Assignment required after contractor assignment
Requisitions POR: Default Currency Conversion Specifies the default exchange rate type
Rate Type
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Practice - Recognize Receiving Specific Profile Options
Overview
In this practice, you will review receiving specific profile options.
Assumptions
Tasks
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Solution Recognize Receiving Specific Profile Options

Receiving POR: Enable Automatic Yes enables automatic creation of debit memos for all return to
Debit Memo Creation for supplier transactions.
Returns
Receiving POR: Select Internal If set to Yes, internal requisitions will be included in the confirm
Requisition for Confirm receipt notifications sent to the requester. If set to No, internal
Receipts requisitions will not be included with the confirm receipt
notifications sent to the requester.
Receiving POR: Select Inventory For Confirm Receipts set this profile option to Yes if you want
Replenishment Lines for the Confirm Receipts workflow process to select purchase order
Confirm Receipts shipments with destination type Inventory in addition to purchase
order shipments with destination type Expense.
Receiving POR: Support review for If set to Yes, the Review and Submit page will be shown during
Express Receive express receiving. Otherwise, the requester will be directed to the
Confirmation page directly.
Receiving POR: Require Blind Receiving Yes turns on Blind Receiving support in Oracle iProcurement.
Blind receiving support requires corresponding setup in Oracle
Purchasing.
m y
d e
c a
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Iprocurement 4

Diunggah oleh

Informasi Dokumen

Judul Asli

Hak Cipta

Format Tersedia

Bagikan dokumen Ini

Bagikan atau Tanam Dokumen

Opsi Berbagi

Apakah menurut Anda dokumen ini bermanfaat?

Apakah konten ini tidak pantas?

Hak Cipta:

Format Tersedia

Iprocurement 4

Diunggah oleh

Hak Cipta:

Format Tersedia

R12 Oracle iProcurement

Restricted Rights Notice

U.S. GOVERNMENT RIGHTS

Richard Sears, Vic Mitchell

Technical Contributors and Reviewers

R12 Oracle iProcurement Fundamentals - Supplemental Practices ...........................................................1-1

r aPractice - Specify Different Delivery Information for a Single Item.........................................................1-99

O Guided Demonstration - Add Filter Option to Search Results Page..........................................................1-103

Copyright Oracle, 2009. All rights reserved.

R12 Oracle iProcurement Fundamentals - Supplemental Practices - Table of Contents

R12 Oracle iProcurement Fundamentals - Supplemental Practices - Table of Contents

Thorough knowledge of Oracle E-Business Procure to Pay process

Working experience with Oracle E-Business Procure to Pay products

R12 Oracle Purchasing Fundamentals

How This Course Is Organized

R12 Oracle iProcurement Fundamentals - Supplemental Practices - Table of Contents

System release bulletins

Installation and users guides

International Oracle Users Group (IOUG) articles

R12 Oracle iProcurement Fundamentals - Supplemental Practices - Table of Contents

that have only

R12 Oracle iProcurement Fundamentals - Supplemental Practices - Table of Contents

Passwords DROP USER scott

Lowercase Syntax variables CREATE ROLE role

Typographic Conventions in Oracle Application Navigation Paths

O (ST) = Sub Tab

Copyright Oracle, 2009. All rights reserved.

R12 Oracle iProcurement Fundamentals - Supplemental Practices - Table of Contents

The following help navigation path, for example

(Help) General Ledger > Journals > Enter Journals

represents the following sequence of actions:

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

R12 Oracle iProcurement Fundamentals - Supplemental Practices - Table of Contents

R12 Oracle iProcurement Fundamentals - Supplemental Practices

R12 Oracle iProcurement Fundamentals - Supplemental Practices

R12 Oracle iProcurement Fundamentals - Supplemental Practices

Add a New User

R12 Oracle iProcurement Fundamentals - Supplemental Practices

Responsibility = Human Resources, Vision Enterprises

1. Navigate to the People window.

(N) People > Enter and Maintain

R12 Oracle iProcurement Fundamentals - Supplemental Practices

r a Default Expense Account = 01-110-7740-0000-000

Copyright Oracle, 2009. All rights reserved.

R12 Oracle iProcurement Fundamentals - Supplemental Practices

Note: Click Cancel in the window that opens regarding location.

8. Close windows until you are back at the Navigator.

Add a New User

Responsibility = System Administrator, Vision Enterprises

9. Navigate to the Define Users window.

(N) Security > User > Define

10. Add the following responsibilities to your new username.

Responsibility Security Group

R12 Oracle iProcurement Fundamentals - Supplemental Practices

R12 Oracle iProcurement Fundamentals - Supplemental Practices

Log on to the system using the XXUSER you created earlier.

Set yourself up as a buyer in the Buyers definition window.

R12 Oracle iProcurement Fundamentals - Supplemental Practices

1. Navigate to the Buyers definition window.

(N) Setup > Personnel > Buyers

2. Open a new buyer entry by clicking Add Buyer.

3. Set yourself up as a buyer with a default Ship-To of M1 Seattle Mfg.