IProcurement Setups not BR100 This website has now moved to iProcurement Setups not BR100 Written by Anil Passi Sunday, 26 November 2006 This is not a comprehensive BR100, but this article will give you an outline of the steps to implement Oracle iProcurement using Punchouts. I will try to cover as many steps for full cycle iProcurement implementation using Punchouts. This is due to email requests & the comment requests that I received to write something on iProcurement implementation. What is a punchout? In your iProcurement homepage, your suppliers can raise requisition to buy items like stationary.

1. Oracle R12 Iexpense User Guide

By punchout, we integrate iProcurement with Suppliers website. From a users perspective below steps take place:- 1. Buyer logs into iProcurement Homepage 2. Buyer then sees various suppliers for which punchouts are enabled depending on their security via realm & secured attributes 3. Buyer clicks on a stationary supplier and browser displays supplier’s website.

Content Control Guides User Choice With Oracle iProcurement, purchasing departments control the products, services and views that users see based on organization, responsibilities and more. Users’ access can be further restricted by Content Zones that partition content based on item category, browser category, supplier and supplier site.

Buyer selects the items on supplier website and adds them to his cart. Buyer checks out the basket from Suppliers iStore website 6.

The items selected are brought in as “Shopping Basket in iProcurement” 7. Requisition is created in iProcurement and sent for Approval can be auto approved. Typical iProcurement Steps assuming no encumbrances setup a.

Create Requisition b. Approve Requisition c. Auto-create & auto-approve Purchase Orders for approved requisitions. Send PO XML to Supplier if approver is setup as trading partner for XML PO e. Create receipts for goods optional depending on setup -Other non iProc steps- f. Supplier sends Invoice electronically posts to your XML Gateway electronically g.

Invoice is Matched, Approved & Paid Account Generation for iProcurement Requisition Decide the rules for your account generation. For this you will need to customize “PO Requisition Account Generator”. For details of account generator implementation visit link. You may also visit PO Create Documents Workflow In iProc you create Requisitions, which then get converted to a Purchase Order using workflow “PO Create Documents”.

In this workflow, you must examine & modify the default values of following attributessample defaults values listed below:- Is Automatic Creation Allowed - Y Should PO be created from iProc requisition without user intervention. Is Automatic Approval Allowed – Y Should Contract be used to auto create Doc  Y Should non-catalog request be auto sourced from contract  Y Is Contract Required on Requisition Line  N There could be other attributes of your interest, but my implementation involved usage of contracts to create Purchase Orders.

Oracle R12 Iexpense User Guide

We have a blanket contract against each iProc supplier. The values above for those attributes are merely indicative of one scenario. PO Requisition Approval Workflow Similarly for workflow “PO Requisition Approval”, assign a default value for attribute Send PO Auto-creation to Background N This means, as soon as a Requisition is approved, the creation of Purchase Order is kicked off rather than wait for workflow background process Charge Account Flexfield Display-Prior to 11.5.10 If you are not on 11.5.10, then you would be using AK Developer. Prior to 11.5.10, You will modify below AK regions to enable region items PORCHARGEACCTSEG1.X depending upon the number of segments in your accounting flexfield.

PORBILLINGCHARGEACCOUNTR PORBILLINGMULTCHARGEACR You will also set the profile options to relate to those regions for Accounting KFF POR: Edit Account Regions: PORBILLINGCHARGEACCOUNTR POR: Multiple Account Regions: PORBILLINGMULTCHARGEACR Charge Account Flexfield Display-On or after 11.5.10 You can use personalization to decide which segments are visible in Accounting Flexfield in iProc. Hi Anil, If you can pls help me out on Advanced Pricing. I want to know if it is possible to invoice the customer with the List price and whatever India Localized taxes are applied are not added up along with the List price. The List price is not the Unit Price but the Selling Price in Order Management. Also i want to enforce price list but discounts should be applicable but this is not working even after setting the profile option OM: Discouting Privelege to Unlimited. Your feedback will be a big help to me Thanks.

Hi Jaihind Been long time now since I worked on iProc. I think When you punchout, the Supplier Item Item is brought into iProcurement. At the time of PO Creation, if that Supplier Item Number had ever been associated in invetoryitemid in POLINES, then the same inventory item will be defaulted for new line. So try this Step 1.

Create a PO with Supplier Item Number and a specific Inventory Item OR Step 1. Create a relation between supplier item number and inventoryitemid -Approve PO Step 2. Create an iProc requisition for the same Supplier and same Suplier item number Create a PO for that req Also check for concurrent program 'Catalog Data Extract Classifications and Items' and tables icxporitems, ICXCATITEMSB and ICXCATITEMSTLP in documentation Thanks, Anil Passi. Hi Anil, i have a requirement on iprocurement please see the details and suggest me the procedure to follow. A)Update iprocurement tables from EBS extract (All item types) b)Update iprocurement category Mapping & catalogue Content i am summaririzing the requirement, customer is changing the category structure (from 5 segments to 4 segments) due to which there will be change in categorys and other related stuff. So at present they want to update the itemtypes in R12 based on the EBS(11i), so how to go ahead is there any seperate concurrent program or directly we need to update the base tables(if so) please mention the tables which have to be updated, similarly i need the explanation for question b). It would be of great help if you can reply me as soon as possible.

Hi: If anybody can help me in figuring out the below issue regarding XML Gateway Message Designer, I'd greatly appreciate it. Trying to add a addressID in Linelevel of PO XML (cXMLOrderRequest.xgm) 1) copied the Map from the server 2) Opened the Map using Latest Version of Gateway Designer. (2.6.3.0.0) 3) Mapped the AddressID at the linelevel 4) Uploaded the Map back to Server by physically placing the file and also through LoadMap command. 5) Verified by making sure that the changes in the map are saved by downloading it and also verifying the timestamp in ECXMAPPINGS table. 6) Restarted the WF Agent Listener. 7) Went to Autocreate the PO and looked at XML in Workflow / OSN but cannot see the modifications.

Can anybody let me know if I'm missing any steps here.