BR100 Application Setup Procure To Pay 0

AIM Business Flow Accelerators
BR.100 APPLICATION SETUP PROCURE TO PAY <Company Long Name> Procure to Pay
Author:
E-Business Integration Solutions
Creation Date: December 5, 2005 Last Updated: December 5, 2005 Document Ref: Version: 2.0. <Document Reference Number>
Approvals: <Approver 1> <Approver 2>
Copy Number
_____
BR.100 Application Setup - Procure to Pay December 5, 2005
Doc Ref: <Document Reference Number>
Document Control
Change Record
1
Date 20-Sep02 5-Feb-03
Author E-Business Integration Solutions Frank Deming
Version 1.0 2.0
Change Reference No Previous Document Updated for final 11.5.8 release changes
Reviewers
Name
Position
Distribution
Copy No.
1 2 3 4
Name
Library Master
Location
Project Library Project Manager
Note to Holders: If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the cover page, for document control purposes. If you receive a hard copy of this document, please write your name on the front cover, for document control purposes.
Procure to Pay File Ref: 30742237.doc
(v. 2.0 )
Application Setup Control Sheet Internet Procurement
ii of 35
Contents
Document Control.......................................................................................ii Application Setup Control Sheet Internet Procurement............................1 Setup Notifications Tab on Welcome Page.................................................4 SA: Profile Options / Set Profile Options.....................................................6 HR: Define People (Employees - US).........................................................10 SA: Define Descriptive Flexfield Structure/Segment - Item Categories....11 PO: iProcurement DFF Category Value.....................................................13 PO: Enter Blanket Purchase Agreement Data..........................................15 PO: Send Notifications for Purchasing Documents...................................21 POR: Configure Account Attributes..........................................................22 POR: Configure Account Regions ............................................................23 POR: Run Rebuild Catalog Item InterMedia Index....................................25 POR: Classification and Item Data / Extract Classification and Item Data 26 POR: eContent Management / Map Categories........................................28 POR: eContent Management / Build Table of Contents............................29 Open and Closed Issues............................................................................31 Open Issues.........................................................................................31 Closed Issues.......................................................................................31
(v. 2.0 )
iii of 35
Environment Name:
Workflow SubWorkflow Name Setup Personal Home Page Setup System Administration Setup Task
Machine:
Responsibility Preferences Due Date
Type (definition, execution, or both):

QA Responsibility QA Due Date Signature Approval
Setup Notifications Tab on Welcome Page SA: Profile Options / Set Profile Options CA: Define Descriptive Flexfield Structure/Segment Item Categories
System Administrator
System Administrator
Setup Oracle Purchasing
PO: iProcurement DFF Category Value PO: Enter Blanket Purchase Agreement Data PO: Send Notifications for Purchasing Documents
Purchasing Super User
Setup Self-Service Web POR: Configure Account Application Forms Attributes POR: Configure Account Regions Setup Internet Procurement POR: Run Rebuild Catalog Item InterMedia Index POR: Classification and Item Data / Extract Classification and Item Data POR: eContent Management / Map Categories POR: eContent Management / Build
AK Developer
AK Developer
Catalog Administrator
Catalog Administrator
The user id for all steps in this document is SETUPUSER and the password is WELCOME. Note: If this is the first time you've logged in the password will be welcome1, please change it to welcome.
Setup Notifications Tab on Welcome Page Login Page>Personal Home Page

Form N am e
Personal Home Page

Business Area: Date:
<Customer Short Name> Process: <Process Name>

Control Number:
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number>
<Priority (H, M, L)>
<Process Owner>
Description: Workflow creates messages regarding the processing of documents in the system. These messages are communicated to users by way of the welcome or Portal page (the first page you seen after you have logged in). The steps below detail how to add a tab to the welcome page and how to add the Worklist to the new tab:
Adding a Tab for Worklist

Prerequisite: All users that will be creating new tabs on the welcome page must have the Preferences Responsibility added to their user name. Please refer to the BR.100 Core Applications Setup document regarding assigning responsibilities to users. 1) Log in to the applications PROCUREMENT/WELCOME 2) Create a Notifications tab. 1. At the Welcome page, click on the Create and Modify Pages icon ( 2. Click . )
3. Enter Notifications as the name of the new page. 4. Click OK. 3) Attach the Worklist to the new tab. 1. Select the 'Notifications' tab 2. Click .
3. On the left side, highlight 'Worklist.' Click on the > button to move Worklist from the 'Available Plugs' to 'Plugs in current region.' 4. Click 4) Click . .
5) The Worklist, of the users notifications should appear on this tab
SA: Profile Options / Set Profile Options System Administrator>Profile>System

Form N am e
System Profile Values


Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number>
<Process Owner>
Description: You can use this form to set the value for each profile option to specify how Internet procurement controls access to and processes data.
System Profile Values

Profile
Attachment File Directory ICX: Date Format Mask ICX: Days Needed By ICX: DateLanguage ICX: Language ICX: Limit Connect ICX: Limit Time ICX: Match case LOV ICX: Match case View ICX: Override Location Flag ICX: Override Requestor ICX: Requisition Server
Site
Blank DD-MON-RRRR 2 American English American English 1000 4 Checked Unchecked Yes No /eel0pa.oracle.com:80
Application
Responsibility
User
Profile
Site
Application
Responsibility
User
ICX:Allow Funds Override POR: Amount Based Services Line Type POR: Approved Pricing Only POR: CA Certificate File Name POR: Cleanup Thread Interval POR: Debugging POR: Distribution Lines Region POR: Emergency Requisitions POR: Goods Line Type POR: Parallel Routing Allowed POR: Preferences Deliver to Location POR: Preferences Expenditure Type POR: Preferences Project POR: Preferences Requestor POR: Preferences Selected Items Default to Inventory POR: Preferences - SubInventory POR: Preferences - Task POR: Proxy Server Name POR: Proxy Server Port
No Svcs-Amt
No Blank Blank No Blank Yes Goods No Blank
Blank Blank Blank Blank
Blank Blank Blank Blank
Profile
POR: Rate Based Services Line Type POR: Systems Approvers are Mandatory POR: Use Sequence for Requisitions POR: Default Currency Conversion Rate POR: Edit Accounts Region POR: Enable Requisition Line Customization POR: Help Path POR: ITEM PIC FILE PATH POR: ITEMS DISPLAY NUM POR: Java Virtual Path POR: Load Auto Category POR: Multiple Accounts Region POR: My Profile-Charge Acct Seg (10 21) POR: One Time Location POR: Preferences Expenditure Item Date POR: Preferences Expenditure Org POR: Rows Display Num POR: Result Set Size POR: SSP Version
Site
Svcs - Quantity Yes
Application
Responsibility
User
No Corporate
POR_BILLING_CHARGE_ACCOUNT_R Blank (default is Yes)
Blank Blank Blank OA_JAVA_SERV No POR_BILLING_MULT_CHARGE_AC_R Blank
Blank Blank
Blank Blank 10 5
Profile
POR: SSP4 Installed POR: Select Inventory Replenishment Lines for Confirm Receipts POR: Servlet Virtual Path POR: Load Auto Attrib POR: Load Auto Root POR_TEMP_CATALOG_FILES ECE: Output File Path
Site
Yes No
Application
Responsibility
User
oa_servlets Yes Yes /eel0pa/applcsf/out /eel0pa/applcsf/out
HR: Define People (Employees - US)

The following lists the information needed to add default Purchasing information for Procurement, User.
US HRMS Manager> People > Enter and Maintain

Form N am e
People
Query Procurement, User in People form
Assignment
tab
Purchase Order Information
Last
First
Set of Books
Default Expense Account
SOB200_US Procurement User SOB200_ 20.600.605900.00.000.00000 US
SA: Define Descriptive Flexfield Structure/Segment - Item Categories System Administrator > Application > Flexfield > Descriptive > Segments
Form N am e
Descriptive Flexfield Segments


Control Number:
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number>
<Process Owner>
Description: Use this form to define segment values.
Application Oracle Inventory Freeze Flexfield Definition
Flexfield Title Item categories Segment Separator (-) Dash
Context Field
Prompt Fred Default Value Reference Field Value Required Y Override Allowed (Display Content)
Context Field Values

Code Global Data Elements Name Global Data Elements Description Global Data Element Context Enabled Y
Note: Unfreeze the Flexfield definition
Segments
Form N am e
Segments Summary (MUST USE ATTRIBUTE10)

Name Use in iProcurement Window Prompt Use in iProcurement Column ATTRIBUTE10 Value Set Displayed Y Enabled Y
Number 10
Open
Form N am e
Segments
Column ATTRIBUTE10 Description Number 1 Enabled Yes Displayed Yes
Name Use in iProcurement
Validation
Value Set Description Default Type Default Value Required No Security enabled Range
Sizes
Display size Description Size Concatenated Description Size 50 50 25
Prompts
List of Values Window Use in iProcurement? (Mark Y for Yes) Use in iProcurement? (Mark Y for Yes)
Note: Freeze the Flexfield definition
PO: iProcurement DFF Category Value Purchasing SuperUser>Setup>Items>Category Codes

Form N am e
Categories

Control Number:
<Business Area>
Priority(H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this form to establish which categories will be used in iProcurement.
<Process Owner>
Structure Name Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories Item Categories
Category CONSULTING.MISC CRM.MISC DEFAULT.DEFAULT DESKTOPS.MISC ERP.MISC FINISHED GOODS.BOARDS FINISHED GOODS.HARDWARE FINISHED GOODS.MISC FINISHED GOODS.PERIPHERALS LAPTOPS.MISC OFFCIE SUPPLIES.ACCESSORIES OFFCIE SUPPLIES.PAPER OFFCIE SUPPLIES.PENS OFFCIE SUPPLIES.STAPLERS RAW MATERIAL.BOARDS RAW MATERIAL.HARDWARE RAW MATERIAL.MISC RAW MATERIAL.PACKAGING RAW MATERIAL.PERIPHERALS RAW MATERIAL.PLASTIC RAW MATERIAL.SHOP SUPPLIES SERVICE.MISC SUBASSEMBLY.BOARDS SUBASSEMBLY.HARDWARE SUBASSEMBLY.MISC SUBASSEMBLY.PERIPHERALS TEMPORARY SVC.CLERICAL TEMPORARY SVC.LEGAL TEMPORARY SVC.TECHNICAL
Description Consulting CRM Default Desktops ERP Finished Goods Boards Finished Goods Hardware Finished Goods Misc Finished Goods Peripherals Laptops Office Supplies Accessories Office Supplies Paper Office Supplies Pens Office Supplies Staplers Raw Material Boards Raw Material Hardware Raw Material Misc Raw Material Packaging Raw Material Peripherals Raw Material Plastic Raw Material Shop Supplies Service Misc Subassembly Boards Subassembly Hardware Subassembly Misc Subassembly Peripherals Temporary Services Clerical Temporary Services Legal Temporary Serviced Technical
Inactive On
Used in iProcurement? (Y only) Y
Y Y Y Y Y
Y Y Y
BR.100 Application Setup - Procure to Pay December 5, 2005 Structure Name Item Categories Item Categories Category TRAINING.MISC UNASSIGNED.MISC Description Training Unassigned Inactive On
Doc Ref: <Document Reference Number> Used in iProcurement? (Y only) Y
PO: Enter Blanket Purchase Agreement Data Purchasing SuperUser > Purchase Orders > Purchase Orders
Form N am e
Purchase Orders

Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner> Description: This is required in order to create automatically sourced items in the iProcurement catalog. Attention: You must log into the Purchasing SuperUser responsibility when performing the following setups to define Purchasing Options for Operating Unit OU200_US/Boston
Form N am e
Purchase Orders
Automatically Assigned Blanket Purchase Agreement Current Date STAPLES, INC TRENTON Bill-To Currency Buyer Status Amt Agreed Description US Boston Shop Amt Released US Boston Office USD Procurement, User In Process
Header
PO, Rev Type Created Supplier Site Contact Ship-To
1,000,000,000.00 Staples Blanket Blank
tab
Num Type
Item
1 Goods 2 Goods 3 Goods 4 Goods 5 Goods 6 Goods 7 Goods 8 Goods 9 Goods 10 Goods 11 Goods 12 Goods 13 Goods 14 Goods 15 Goods
Item Rev Category OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE OFFICE SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. SUPPLIES. PENS PENS PENS PENS PAPER PAPER PAPER PAPER ACCESSO RIES Ball Point Ball Point Ball Point Ball Point 8 1/2 X 8 1/2 X Yellow White Toshiba Pen, fine, Pen, fine, Pen, fine, Pen, fine, 11 Copier 11 Pads Pads Power blue black red green Paper Stationer Legal Size Legal Size Cord y Each Each Each Each Each Each Each Each Each Grayed Out 1.29 Grayed Out Grayed Out 378819 Grayed Out 1.29 Grayed Out Grayed Out 378820 Grayed Out 1.29 Grayed Out Grayed Out 378821 Grayed Out 1.29 Grayed Out Grayed Out 378822 Grayed Out 5.89 Grayed Out Grayed Out 378010 Grayed Out 11.56 Grayed Out Grayed Out 379020 Grayed Out 1.99 Grayed Out Grayed Out 379127 Grayed Out 1.99 Grayed Out Grayed Out 379128 Grayed Out 18.49 Grayed Out Grayed Out 103523 OFFICE SUPPLIES. ACCESSO RIES Mouse OFFICE SUPPLIES. ACCESSO RIES Mouse Pad Each Grayed Out 12.73 Grayed Out Grayed Out 211873 OFFICE SUPPLIES. ACCESSO RIES Letter Opener Each Grayed Out 3.35 Grayed Out Grayed Out 535534 OFFICE SUPPLIES. ACCESSO RIES Desk Organizer Each Grayed Out 6.27 Grayed Out Grayed Out 193664 OFFICE SUPPLIES. STAPLER S Heavy Duty Stapler Each Grayed Out 25.89 Grayed Out Grayed Out 489311 OFFICE SUPPLIES. STAPLERS Standard Stapler Each Grayed Out 8.34 Grayed Out Grayed Out 498420
Descriptio n UOM Quantity Price Promised Need By Supplier Item Charge Account Amount Reserved
Each Grayed Out 10.99 Grayed Out Grayed Out 211862
Grayed Out Grayed Out No
Terms
Form N am e
Terms and Conditions

Net 30 Due Blank Confirming Order Firm Acceptance Required Blank Blank Blank
Payment Freight Carrier
BR.100 Application Setup - Procure to Pay December 5, 2005 FOB Pay On Destination Grayed Out By Supply Agreement
Doc Ref: <Document Reference Number> Grayed Out
Blank
Supplier Note Receiver Note Agreement Controls Effective From Effective To Amount Limit Minimum Release Price Update Tolerance %
Blank Blank
Blank Blank 1,000,000,000.00 1.00
1
Blank
Price Breaks No Price Breaks Approve

Form N am e
Submit for Approval Forward Forward From Forward To Note Print Fax
Fax Number Email Email Address

Form N am e
Purchase Orders
Automatically Assigned Blanket Purchase Agreement Current Date MANPOWER LAS VEGAS Bill-To Currency Buyer Status Amt Agreed Description US Boston Shop Amt Released US Boston Office USD Procurement, User In Process
Header
PO, Rev Type Created Supplier Site Contact Ship-To
1,000,000,000.00 Manpower Blanket Blank
tab
Num Type Item Rev
Item
1 Svcs Qty 2 Svcs Qty 3 Svcs Qty 4 Svcs Qty 5 Svcs Qty 6 Svcs Qty
Category Description
TEMPORARY SVCS.CLERICAL Temporary Services.Clerical Hour
TEMPORARY SVCS.LEGAL Temporary legal staffing needs Hour
TEMPORARY SVCS.TECHNICAL
UOM
Temporary information Temporary information technology software technology systems or developers database administrators Hour Hour
Temporary information Temporary information technology networking technology contractors specialists Hour Hour
BR.100 Application Setup - Procure to Pay Quantity Price Promised Need By Supplier Item Charge Account Amount Reserved Grayed Out 18 Grayed Out Grayed Out 20-CLERICAL Grayed Out Grayed Out No Grayed Out 20 Grayed Out Grayed Out 20-LEGAL Grayed Out Grayed Out No Grayed Out 40 Grayed Out Grayed Out 20-ITDEV Grayed Out Grayed Out No
Doc Ref: <Document Reference Number> December 5, 2005 Grayed Out Grayed Out Grayed Out 40 Grayed Out Grayed Out 20-ITDBA Grayed Out Grayed Out No 40 Grayed Out Grayed Out 20-ITNETWORK Grayed Out Grayed Out No 50 Grayed Out Grayed Out 20-ITCONTRACT Grayed Out Grayed Out No
Terms
Form N am e
Terms and Conditions

Net 30 Due Blank Destination Grayed Out Confirming Order Firm Acceptance Required By Supply Agreement Blank Blank Blank Grayed Out
Payment Freight Carrier FOB Pay On
Blank
Supplier Note Receiver Note Agreement Controls Effective From Effective To
Blank Blank
Blank Blank
BR.100 Application Setup - Procure to Pay December 5, 2005 Amount Limit Minimum Release Price Update Tolerance % 1,000,000,000.00 1.00
1
Blank
Price Breaks No Price Breaks Approve

Form N am e
Submit for Approval Forward Forward From Forward To Note Print Fax Fax Number Email Email Address
Yes
No
PO: Send Notifications for Purchasing Documents Purchasing SuperUser > Reports > Run > Single Request
Form N am e
Submit Requests

Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number>
<Process Owner>
Description: Run the Send Notifications for Purchasing Documents concurrent program to ensure that all notifications that are created from requisition and purchase order activity are sent to the appropriate user. There are no parameters.
Run This Request

Request Name Send Notifications for Purchasing Documents
Submit Request
BR.100 Application Setup - Procure to Pay
Doc Ref: <Document Reference Number> March 13, 2010
POR: Configure Account Attributes AK Developer >Define Attributes

Form N am e
Regions

Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number>
<Process Owner>
Description: The Account Attributes must be configured to match the structure of the chart of accounts segment. If there are multiple charts of accounts for the organization 2 additional profile options must be completed (see below). After a label is changed hit tab, a message will appear: You have changed this label from to , Do you want to change the labels from to for all related Object Attributes and Region Items?. Click Yes each time this appears. The Long Label Max Length will automatically populate.
Attribute ID POR_CHARGE_ACCT_SEG1 POR_CHARGE_ACCT_SEG2 POR_CHARGE_ACCT_SEG3 POR_CHARGE_ACCT_SEG4 POR_CHARGE_ACCT_SEG5 POR_CHARGE_ACCT_SEG6 Value Length 2 3 6 2 3 5 Label Company Cost Center Account Intercompany Future Future Long Label Max Length 7 11 7 12 6 6
Attention: After the changes are made to the regions the Apache server must be bounced in order for the changes to be visible on the iProcurement web page. Suggestion: If the organization has multiple charts of accounts profile options to support this must be assigned at the application responsibility level. POR: Edit Accounts Region and POR: Multiple Accounts Region.
(v. 2.0 )
Open and Closed Issues
POR: Configure Account Regions AK Developer >Define Regions

Form N am e
Regions

Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number>
<Process Owner>
Description: Use this step to ensure the correct attributes are marked for display in the correct regions. At the Find window, enter a Region ID and click find
Region ID POR_BILLING_MULT_CHARGE_AC_R Region Name Billing-Single Row Application Name Oracle Self-Service Web Applications Object Name POR_DUMMY_O Region Style Flow Layout Add Index <blank> Standalon e Yes
Update the following attributes (you will notice the Label and Long Label Max Length are changed from the previous setup step):
Attribute ID POR_LINE_NUM POR_SELECT_RADIO POR_NICKNAME POR_CHARGE_ACCT_SEG1 POR_CHARGE_ACCT_SEG2 POR_CHARGE_ACCT_SEG3 POR_CHARGE_ACCT_SEG4 POR_CHARGE_ACCT_SEG5 POR_CHARGE_ACCT_SEG6 Node Display v v v v v v v v v v v v v v v v Update Label Line Default Nickname Company Cost Center Account Intercompany Future Future Long Label Max Length 4 7 8 7 11 7 12 6 6
At the Find window, enter a Region ID and click find

Procure to Pay File Ref: 30742237.doc (v. 2.0 ) Open and Closed Issues
BR.100 Application Setup - Procure to Pay Region ID POR_BILLING_CHARGE_ACCOUNT_R Region Name Billing-Single Row Application Name Oracle Self-Service Web Applications Object Name POR_DUMMY_O
Doc Ref: <Document Reference Number> March 13, 2010 Region Style Flow Layout Add Index <blank> Standalon e Yes
Update the following attributes (you will notice the Label and Long Label Max Length are changed from the previous setup step):
Attribute ID POR_PRMPT_CHARGE_AC POR_LINE_NUM POR_NICKNAME POR_CHARGE_ACCT_SEG1 POR_CHARGE_ACCT_SEG2 POR_CHARGE_ACCT_SEG3 POR_CHARGE_ACCT_SEG4 POR_CHARGE_ACCT_SEG5 POR_CHARGE_ACCT_SEG6 Sequence 75 80 85 90 100 110 120 130 140 Node Display v v v v v v v v v v v v v v v v Update Label Charge Account Line Nickname Company Cost Center Account Intercompany Future Future Long Label Max Length 14 4 8 7 11 7 12 6 6
(v. 2.0 )
POR: Run Rebuild Catalog Item InterMedia Index Purchasing SuperUser > Reports > Run > Single Request
Form N am e
Submit Requests

Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number>
<Process Owner>
Description: Run the Rebuild Catalog Item InterMedia Index concurrent program before any other iProcurement programs. There are no parameters.
Run This Request

Request Name Rebuild Catalog Item InterMedia Index
Submit Request
(v. 2.0 )
POR: Classification and Item Data / Extract Classification and Item Data Purchasing >Setup>e-Catalog Admin>Loader Values
Form N am e
Define Catalog Server Loader Values


Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number>
<Process Owner>
Description: You can set up the Catalog Data Extract concurrent process to extract data at defined intervals (daily, weekly, and so on), or, you can extract data on an ad hoc basis. Attention: In either case, you can automatically perform the load in addition to extracting the data. You must extract classification data, catalog groups and categories, before you extract item data. You must have classifications defined before you can load items into them Attention: The first time you run the extract, it should be done through the Loader Values form located under Purchasing>Setup>E-Catalog Admin>Loader Values.
Warning: Before you run this extract for the first time on a new setup instance, first run the Rebuild Catalog Item InterMedia Index. If you do not do this the extract may error out.
Classification Data
Extract Catalog Groups Categories Template Headers Log Level Batch Size Procure to Pay File Ref: 30742237.doc Checked Checked Checked 2 5000 Open and Closed Issues Last Run Date
(v. 2.0 )
Extract Classifications Note: Verify the concurrent process has completed before performing the Extract Items. Close the form, Define Catalog Server Loader Values and reopen to see the Last Run Date is now populated. Item Data
Extract Contracts Item Master Template Lines Log Level Batch Size Checked Checked Checked 2 5000 Last Run Date
Extract Items Note: Verify completion of the concurrent process by going to View, then Requests in the tool bar. Submit a New Request, Single Request
Request Name Rebuild Catalog Item InterMedia Index
Submit Request
(v. 2.0 )
POR: eContent Management / Map Categories Internet Procurement Catalog Administration> eContent Manager > Map Categories
Form N am e
Map Categories

Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number>
<Process Owner>
Attention: After the Extract Items and Extract Classifications and Rebuild InterMedia Index are run the Mappings below should be automatically created. Verify all the Oracle Categories exist and each Catalog Category has an * next to it. The * designates that particular Oracle Category as being mapped to a Catalog Category. If you select a Catalog Category the Current Mapping field will display the mapping to the Oracle Category.
Map Categories
Oracle Categories CONSULTING.MISC DESKTOPS.MISC LAPTOPS.MISC OFFICE_SUPPLIES.ACCESSORIES OFFICE_SUPPLIES.PAPER OFFICE_SUPPLIES.PEN OFFICE_SUPPLIES.STAPLERS SERVICE.MISC TEMPORARY SVC.CLERICAL TEMPORARY SVC.LEGAL TEMPORARY SVC.TECHNICAL TRAINING.MISC Click the Map button to Map the categories MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP MAP Catalog Categories Consulting Misc Desktops Laptops Office Supplies Accessories Office Supplies Paper Office Supplies Pen Office Supplies Stapler Service Misc Temporary SVCS Clerical Temporary SVCS Legal Temporary SVCS Technical Training
(v. 2.0 )
POR: eContent Management / Build Table of Contents Internet Procurement Catalog Administration> eContent Manager > Build Table of Contents
Form N am e
Build Table of Contents


Control Number:
<Business Area>
Priority (H, M, L):
<Date>
Process Owner:
<Control Number> <Priority (H, M, L)> Description: Use this to create catalog views based on category hierarchies.
<Process Owner>
Attention: There are three category classes: Master: category containing one or more intermediate or genus categories. Intermediate: category containing one or more genus categories. Genus: category containing items.
New Entry
Table of Contents Entry Name Entry Description Search
Temporary Staffing Services Temporary Staffing Services Temporary
Click Search Select each category listed below Click Add (Radio Button for All Categories should be selected)
(v. 2.0 ) Open and Closed Issues
Result:
Current Sub-Categories
Temporary clerical and administrative assistance Temporary legal staffing needs Temporary information technology software developers Temporary information technology systems or database administrators Temporary information technology networking specialists Temporary information technology contractors
Click
Save
Suggestion: When using this step, you may want to choose the radio button (All Categories or Unassigned Only) prior to searching for categories to add to the table of contents. Suggestion: To delete or edit a table of contents on the Internet Procurement home page click the edit button next to the genus category and click the delete button to remove the entire table of contents. To edit the table of contents select the category and either add it to or remove it from the table of contents by clicking on the applicable button.
Attention: If a category has sub-categories it will be marked with an asterisk (*).
(v. 2.0 )
Open Issues
1. <Description of issue>
Closed Issues
1. <Description of issue>

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AIM Business Flow Accelerators

E-Business Integration Solutions

Approvals: <Approver 1> <Approver 2>

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

Date 20-Sep02 5-Feb-03

Author E-Business Integration Solutions Frank Deming

Version 1.0 2.0

Procure to Pay File Ref: 30742237.doc

Application Setup Control Sheet Internet Procurement

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

Procure to Pay File Ref: 30742237.doc

Application Setup Control Sheet Internet Procurement

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

Application Setup Control Sheet Internet Procurement

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

Type (definition, execution, or both):

Setup Oracle Purchasing

Purchasing Super User

Purchasing Super User

Purchasing Super User

Purchasing Super User

Purchasing Super User

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

Setup Notifications Tab on Welcome Page Login Page>Personal Home Page

Personal Home Page

<Customer Short Name> Process: <Process Name>

<Priority (H, M, L)>

Adding a Tab for Worklist

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

5) The Worklist, of the users notifications should appear on this tab

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

SA: Profile Options / Set Profile Options System Administrator>Profile>System

System Profile Values

<Customer Short Name> Process: <Process Name>

<Priority (H, M, L)>

System Profile Values

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

No Blank Blank No Blank Yes Goods No Blank

Blank Blank Blank Blank

Blank Blank Blank Blank

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

POR_BILLING_CHARGE_ACCOUNT_R Blank (default is Yes)

Blank Blank Blank OA_JAVA_SERV No POR_BILLING_MULT_CHARGE_AC_R Blank

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

oa_servlets Yes Yes /eel0pa/applcsf/out /eel0pa/applcsf/out

BR.100 Application Setup - Procure to Pay December 5, 2005

Doc Ref: <Document Reference Number>

HR: Define People (Employees - US)

US HRMS Manager> People > Enter and Maintain

Purchase Order Information