End to End Setups for configuration of Oracle

iprocurement. R12
Oracle >Oracle iprocurement

Oracle iprocurement Setups in R12

Following are the mandatory Setups for configuration of
Oracle iprocurement.

1. Set profile Options

2. Create Iprocurement
Category
 3. Create Purchasing
category (No need if
already created for
Purchasing)
4. Category mapping, Map
Iprocurement category
with purchasing category.
5. Creating content Zone
6. Create Stores

1-Profile Options
Set the Profiles options “ YES”
POR: Autocreate Shopping Category and Mapping = Yes
POR:Allow Manual Selection of Source = Yes
 Other profile options will be default.

2- Iprocurement Category Creation:

You can create iprocurement ( Shopping) category and
hierarchy as per your requirement here we will build some
sample category.

Category Name Category Type Level

________________________________________________
Outside Items Browsing Category Parent
Direct Marketing Browsing Category Child
Marketing Items Shopping Category Child

2.1 Navigation :iProcurement Administration: Home Page

> Schema > Item Categories
Select the Top-Level category
Then Press Create Child

Enter category Key

Enter Category Name
Enter Description

And Press Apply

Now, you can see Child Category Category under "Top- Level
Category" category
If to you want to insert multiple Child categories to your Top-
Level category then insert in the top level category.

Select the Top-Level Category

Then Click on Insert Existing Child

Search the Existing Child Category and press go to find

Select the Child Category and Press Apply.
Outside Items ==== > Direct Materials ==== > Marketing
Items
3- Purchasing Category Create:
You need to create purchasing category
to map with iprocurement category. If you
have already configure Purchasing
module then you can use the existing
Purchasing category to map with
iprocurement category.

Step-1: Define “Item Category” flexfield structure

Responsibility: “Inventory Superuser” or similar

Navigate to: Setup -> Flexfields -> Key -> Segments

Query for Application “Inventory” and Flexfield Title “Item

Categories”.

There is already one seeded structure for the

purchasing category as “PO_ITEM_CATEGORY” but if
you want to define a custom one for your business
please create it by entering the Structure code, title and
description. Add the required category segments to the
structure.
Step-2: Define Item Categories

Navigate to: Setup -> Items -> Categories -> Category

Codes.

Enter the structure name and click on the “Find” button.

Define the Item category codes and description in the
“Categories” form.
Step-3: Define Category Set

Navigate to: Setup -> Items -> Categories ->

Category Sets

Enter the category set name, description, flex structure

(the one you have setup in the Step-1), Controlled at
and Default Category values.
Add the category codes defined in the previous step to
the details section of the “Category Sets” form.
 Step-4: Assign the category set to the functional
area

Navigate to: Setup -> Items -> Categories -> Default

Category Sets

Assign the category set name defined in the Step-3 to

the “Purchasing” functional area.
Now the purchasing category setup is complete.

4- Category Mapping - Iprocurement

category with Purchasing category:
Map the purchasing category with iprocurement
category.
Navigation : Iprocuement Catalog administration
>Schema > Category Mapping
Query Purchasing Category.

Check the box and click on MAP

Query iprocurement Category

Click on Apply.
 Category Mapped!

5- Creating Content Zone:

Now create the content zone.

Navigation : Iprocuement Catalog administration

>Sotre > Content

Select Create Local Content Zone

then Press Go
Enter Content Zone name
Enter Description
Supplier Section:
Include items from all suppliers: Users can create the
requisitions for all the items for all the suppliers (It should
have Blanket Purchase Agreements)
Include items from specific suppliers: Users can create the
requisitions for the items which was assigned to a specific
supplier. If we enable this option then we need to enter that
specific supplier name (It should have Blanket Purchase
Agreements)

Exclude items from specific suppliers: Users can not create

the requisitions for the items which was assigned to a specific
supplier.
 Exclude items that are sourced from suppliers: Users can not
create the requisitions for the items which was already
sourced from the suppliers (ASL and Sourcing Rule).
Include items without suppliers: Without the Blanket
Purchase Agreements, the users can create the requisitions
for all the items. As soon as we create the items with
purchasing category and if that purchasing category mapped
into shopping category then we can raise a requisition.

Categories Section:
Restrict the category for your iprocurement
Security Section:
You can restrict the Operating units

Press Apply!

6- Create Store:

Store includes the group of content zones and smart

forms.

Navigation : Iprocuement Catalog

administration >Sotre > Stores
Click on Create Store to create the store

Enter Store name

Select Image
Press Continue
Enter Sequence
Press Apply

Store is created.
you can sequence the store by clicking on Sequence
Store as per the order that is required.