br100 application setup procure to pay 0
DESCRIPTION
BR100 Application Setup Procure to Pay 0TRANSCRIPT
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: <Document Reference Number>
Version: 2.0.
Approvals:
<Approver 1>
<Approver 2>
Copy Number _____
BR.100 Application Setup - Procure to Pay
Document Control
Change Record
1
Date Author Version Change Reference
20-Sep-02
E-Business Integration Solutions
1.0 No Previous Document
5-Feb-03 Frank Deming 2.0 Updated for final 11.5.8 release changes
Reviewers
Name Position
Distribution
Copy No.
Name Location
1 Library Master Project Library2 Project Manager34
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
Doc Ref: <Document Reference Number> December 5, 2005
BR.100 Application Setup - Procure to Pay
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
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Application Setup Control Sheet – Internet Procurement iii of 35
Doc Ref: <Document Reference Number> December 5, 2005
BR.100 Application Setup - Procure to Pay
Application Setup Control Sheet – Internet Procurement
Doc Ref: <Document Reference Number> December 5, 2005
BR.100 Application Setup - Procure to Pay
Environment Name: Machine: Type (definition, execution, or both):
WorkflowSubWorkflow Name
Setup Task Responsibility Due Date QA Responsibility QA Due Date
Signature Approval
Setup Personal Home Page
Setup Notifications Tab on Welcome Page
Preferences
Setup System Administration
SA: Profile Options / Set Profile Options
System Administrator
CA: Define Descriptive Flexfield Structure/Segment - Item Categories
System Administrator
Setup Oracle Purchasing
PO: iProcurement DFF Category Value
Purchasing Super User
PO: Enter Blanket Purchase Agreement Data
Purchasing Super User
PO: Send Notifications for Purchasing Documents
Purchasing Super User
Setup Self-Service Web Application Forms
POR: Configure Account Attributes
AK Developer
POR: Configure Account Regions
AK Developer
Setup Internet Procurement
POR: Run Rebuild Catalog Item InterMedia Index
Purchasing Super User
POR: Classification and Item Data / Extract Classification and Item Data
Purchasing Super User
POR: eContent Management / Map Categories
Catalog Administrator
POR: eContent Management / Build
Catalog Administrator
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BR.100 Application Setup - Procure to Pay
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.
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BR.100 Application Setup - Procure to Pay
Setup Notifications Tab on Welcome Page
Login Page>Personal Home Page
FormName Personal Home Page
<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<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 .
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BR.100 Application Setup - Procure to Pay
3. On the left side, highlight 'Worklist.' Click on the “>” button to move ‘Worklist’ from the 'Available Plugs' to 'Plugs in current region.'
4. Click .
4) Click .
5) The ‘Worklist’, of the user’s notifications should appear on this tab
Doc Ref: <Document Reference Number> December 5, 2005
BR.100 Application Setup - Procure to Pay
SA: Profile Options / Set Profile Options
System Administrator>Profile>System
FormName System Profile Values<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<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 Site Application Responsibility User
Attachment File DirectoryBlank
ICX: Date Format MaskDD-MON-RRRR
ICX: Days Needed By2
ICX: DateLanguageAmerican English
ICX: LanguageAmerican English
ICX: Limit Connect1000
ICX: Limit Time4
ICX: Match case LOVChecked
ICX: Match case ViewUnchecked
ICX: Override Location FlagYes
ICX: Override RequestorNo
ICX: Requisition Server/eel0pa.oracle.com:80
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BR.100 Application Setup - Procure to Pay
Profile Site Application Responsibility User
ICX:Allow Funds OverrideNo
POR: Amount Based Services Line Type
Svcs-Amt
POR: Approved Pricing OnlyNo
POR: CA Certificate File NameBlank
POR: Cleanup Thread IntervalBlank
POR: DebuggingNo
POR: Distribution Lines RegionBlank
POR: Emergency RequisitionsYes
POR: Goods Line TypeGoods
POR: Parallel Routing AllowedNo
POR: Preferences – Deliver to Location
Blank
POR: Preferences – Expenditure TypeBlank
POR: Preferences – ProjectBlank
POR: Preferences – RequestorBlank
POR: Preferences – Selected Items Default to Inventory
Blank
POR: Preferences - SubInventoryBlank
POR: Preferences - TaskBlank
POR: Proxy Server NameBlank
POR: Proxy Server PortBlank
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BR.100 Application Setup - Procure to Pay
Profile Site Application Responsibility User
POR: Rate Based Services Line TypeSvcs - Quantity
POR: Systems Approvers are Mandatory
Yes
POR: Use Sequence for RequisitionsNo
POR: Default Currency Conversion Rate
Corporate
POR: Edit Accounts RegionPOR_BILLING_CHARGE_ACCOUNT_R
POR: Enable Requisition Line Customization
Blank (default is “Yes”)
POR: Help PathBlank
POR: ITEM PIC FILE PATHBlank
POR: ITEMS DISPLAY NUMBlank
POR: Java Virtual PathOA_JAVA_SERV
POR: Load Auto CategoryNo
POR: Multiple Accounts RegionPOR_BILLING_MULT_CHARGE_AC_R
POR: My Profile-Charge Acct Seg (10 – 21)
Blank
POR: One Time LocationBlank
POR: Preferences – Expenditure Item Date
Blank
POR: Preferences – Expenditure OrgBlank
POR: Rows Display NumBlank
POR: Result Set Size10
POR: SSP Version5
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BR.100 Application Setup - Procure to Pay
Profile Site Application Responsibility User
POR: SSP4 InstalledYes
POR: Select Inventory Replenishment Lines for Confirm Receipts
No
POR: Servlet Virtual Pathoa_servlets
POR: Load Auto AttribYes
POR: Load Auto RootYes
POR_TEMP_CATALOG_FILES/eel0pa/applcsf/out
ECE: Output File Path/eel0pa/applcsf/out
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BR.100 Application Setup - Procure to Pay
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
FormName 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_
US20.600.605900.00.000.00000
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BR.100 Application Setup - Procure to Pay
SA: Define Descriptive Flexfield Structure/Segment - Item Categories
System Administrator > Application > Flexfield > Descriptive > Segments
FormName Descriptive Flexfield Segments<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this form to define segment values.
Application Flexfield Title
Oracle Inventory Item categories
Freeze Flexfield Definition Segment Separator
(-) Dash
Context FieldPrompt Default Value Reference Field Value Required Override Allowed (Display Content)
Fred Y
Context Field ValuesCode Name Description Enabled
Global Data Elements Global Data Elements Global Data Element Context Y
Note: Unfreeze the Flexfield definition
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BR.100 Application Setup - Procure to Pay
SegmentsFormName Segments Summary (MUST USE ATTRIBUTE10)Number Name Window Prompt Column Value Set Displayed Enabled
10 Use in iProcurement Use in iProcurement ATTRIBUTE10 Y Y
Open
FormName SegmentsName Column Description Number Enabled Displayed
Use in iProcurement ATTRIBUTE10 1 Yes Yes
ValidationValue Set Description Default Type Default Value Required Security enabled Range
No
SizesDisplay size
50
Description Size50
Concatenated Description Size25
PromptsList of Values
Use in iProcurement? (Mark Y for Yes)
WindowUse in iProcurement? (Mark Y for Yes)
Note: Freeze the Flexfield definition
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BR.100 Application Setup - Procure to Pay
PO: iProcurement DFF Category Value
Purchasing SuperUser>Setup>Items>Category CodesFormName Categories<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority(H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>Description: Use this form to establish which categories will be used in iProcurement.
Structure Name Category Description Inactive On Used in iProcurement? (Y only)
Item Categories CONSULTING.MISC Consulting YItem Categories CRM.MISC CRMItem Categories DEFAULT.DEFAULT DefaultItem Categories DESKTOPS.MISC Desktops YItem Categories ERP.MISC ERPItem Categories FINISHED GOODS.BOARDS Finished Goods BoardsItem Categories FINISHED GOODS.HARDWARE Finished Goods HardwareItem Categories FINISHED GOODS.MISC Finished Goods MiscItem Categories FINISHED GOODS.PERIPHERALS Finished Goods PeripheralsItem Categories LAPTOPS.MISC Laptops YItem Categories OFFCIE SUPPLIES.ACCESSORIES Office Supplies Accessories YItem Categories OFFCIE SUPPLIES.PAPER Office Supplies Paper YItem Categories OFFCIE SUPPLIES.PENS Office Supplies Pens YItem Categories OFFCIE SUPPLIES.STAPLERS Office Supplies Staplers YItem Categories RAW MATERIAL.BOARDS Raw Material BoardsItem Categories RAW MATERIAL.HARDWARE Raw Material HardwareItem Categories RAW MATERIAL.MISC Raw Material MiscItem Categories RAW MATERIAL.PACKAGING Raw Material PackagingItem Categories RAW MATERIAL.PERIPHERALS Raw Material PeripheralsItem Categories RAW MATERIAL.PLASTIC Raw Material PlasticItem Categories RAW MATERIAL.SHOP SUPPLIES Raw Material Shop SuppliesItem Categories SERVICE.MISC Service Misc YItem Categories SUBASSEMBLY.BOARDS Subassembly BoardsItem Categories SUBASSEMBLY.HARDWARE Subassembly HardwareItem Categories SUBASSEMBLY.MISC Subassembly MiscItem Categories SUBASSEMBLY.PERIPHERALS Subassembly PeripheralsItem Categories TEMPORARY SVC.CLERICAL Temporary Services Clerical YItem Categories TEMPORARY SVC.LEGAL Temporary Services Legal YItem Categories TEMPORARY SVC.TECHNICAL Temporary Serviced Technical Y
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BR.100 Application Setup - Procure to Pay
Structure Name Category Description Inactive On Used in iProcurement? (Y only)
Item Categories TRAINING.MISC Training YItem Categories UNASSIGNED.MISC Unassigned
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BR.100 Application Setup - Procure to Pay
PO: Enter Blanket Purchase Agreement Data
Purchasing SuperUser > Purchase Orders > Purchase OrdersFormName Purchase Orders<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<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
FormName Purchase Orders
Header
PO, RevAutomatically Assigned
Bill-ToUS Boston Office
TypeBlanket Purchase Agreement
CurrencyUSD
CreatedCurrent Date
BuyerProcurement, User
SupplierSTAPLES, INC
StatusIn Process
SiteTRENTON
Amt Agreed 1,000,000,000.00
Contact Description Staples Blanket
Ship-ToUS Boston Shop
Amt Released Blank
tab Item
Num1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
TypeGoods Goods Goods Goods Goods Goods Goods Goods Goods Goods Goods Goods Goods Goods Goods
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BR.100 Application Setup - Procure to Pay
Item
Rev
CategoryOFFICE SUPPLIES.PENS
OFFICE SUPPLIES.PENS
OFFICE SUPPLIES.PENS
OFFICE SUPPLIES.PENS
OFFICE SUPPLIES.PAPER
OFFICE SUPPLIES.PAPER
OFFICE SUPPLIES.PAPER
OFFICE SUPPLIES.PAPER
OFFICE SUPPLIES.ACCESSORIES
OFFICE SUPPLIES.ACCESSORIES
OFFICE SUPPLIES.ACCESSORIES
OFFICE SUPPLIES.ACCESSORIES
OFFICE SUPPLIES.ACCESSORIES
OFFICE SUPPLIES.STAPLERS
OFFICE SUPPLIES.STAPLERS
Description
Ball Point Pen, fine, blue
Ball Point Pen, fine, black
Ball Point Pen, fine, red
Ball Point Pen, fine, green
8 1/2 X 11 Copier Paper
8 1/2 X 11 Stationery
Yellow Pads - Legal Size
White Pads - Legal Size
Toshiba Power Cord
Mouse Mouse Pad
Letter Opener
Desk Organizer
Heavy Duty Stapler
Standard Stapler
UOMEach Each Each Each Each Each Each Each Each Each Each Each Each Each Each
QuantityGrayed Out
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Price1.29 1.29 1.29 1.29 5.89 11.56 1.99 1.99 18.49 10.99 12.73 3.35 6.27 25.89 8.34
PromisedGrayed Out
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Need ByGrayed Out
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Supplier Item
378819 378820 378821 378822 378010 379020 379127 379128 103523 211862 211873 535534 193664 489311 498420
Charge Account
Grayed Out
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AmountGrayed Out
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ReservedNo No No No No No No No No No No No No No No
TermsFormName Terms and Conditions
PaymentNet 30
Confirming OrderBlank
FreightDue
FirmBlank
CarrierBlank
Acceptance RequiredBlank
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BR.100 Application Setup - Procure to Pay
FOBDestination
ByGrayed Out
Pay OnGrayed Out
Supply Agreement Blank
Supplier Note Blank
Receiver Note Blank
Agreement Controls
Effective From Blank
Effective To Blank
Amount Limit1,000,000,000.00
Minimum Release 1 1.00
Price Update Tolerance % Blank
Price Breaks – No Price Breaks
ApproveFormName
Submit for Approval
Forward
Forward From
Forward To
Note
Fax
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BR.100 Application Setup - Procure to Pay
Fax Number
Email Address
FormName Purchase Orders
Header
PO, RevAutomatically Assigned
Bill-ToUS Boston Office
TypeBlanket Purchase Agreement
CurrencyUSD
CreatedCurrent Date
BuyerProcurement, User
SupplierMANPOWER
StatusIn Process
SiteLAS VEGAS
Amt Agreed 1,000,000,000.00
Contact Description Manpower Blanket
Ship-ToUS Boston Shop
Amt Released Blank
tab Item
Num1 2 3 4 5 6
TypeSvcs – Qty Svcs – Qty Svcs – Qty Svcs – Qty Svcs – Qty Svcs – Qty
Item
Rev
CategoryTEMPORARY SVCS.CLERICAL
TEMPORARY SVCS.LEGAL
TEMPORARY SVCS.TECHNICAL
TEMPORARY SVCS.TECHNICAL
TEMPORARY SVCS.TECHNICAL
TEMPORARY SVCS.TECHNICAL
DescriptionTemporary Services.Clerical
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
UOMHour Hour Hour Hour Hour Hour
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BR.100 Application Setup - Procure to Pay
QuantityGrayed Out Grayed Out Grayed Out Grayed Out Grayed Out Grayed Out
Price18 20 40 40 40 50
PromisedGrayed Out Grayed Out Grayed Out Grayed Out Grayed Out Grayed Out
Need ByGrayed Out Grayed Out Grayed Out Grayed Out Grayed Out Grayed Out
Supplier Item20-CLERICAL 20-LEGAL 20-ITDEV 20-ITDBA 20-ITNETWORK 20-ITCONTRACT
Charge AccountGrayed Out Grayed Out Grayed Out Grayed Out Grayed Out Grayed Out
AmountGrayed Out Grayed Out Grayed Out Grayed Out Grayed Out Grayed Out
ReservedNo No No No No No
TermsFormName Terms and Conditions
PaymentNet 30
Confirming OrderBlank
FreightDue
FirmBlank
CarrierBlank
Acceptance RequiredBlank
FOBDestination
ByGrayed Out
Pay OnGrayed Out
Supply Agreement Blank
Supplier Note Blank
Receiver Note Blank
Agreement Controls
Effective From Blank
Effective To Blank
Doc Ref: <Document Reference Number> December 5, 2005
BR.100 Application Setup - Procure to Pay
Amount Limit1,000,000,000.00
Minimum Release 1 1.00
Price Update Tolerance % Blank
Price Breaks – No Price Breaks
ApproveFormName
Submit for ApprovalYes
Forward
Forward From
Forward To
Note
Fax
Fax Number
EmailNo
Email Address
Doc Ref: <Document Reference Number> December 5, 2005
BR.100 Application Setup - Procure to Pay
PO: Send Notifications for Purchasing Documents
Purchasing SuperUser > Reports > Run > Single Request
FormName Submit Requests<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<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
Doc Ref: <Document Reference Number> December 5, 2005
BR.100 Application Setup - Procure to PayMarch 13, 2010
POR: Configure Account Attributes
AK Developer >Define AttributesFormName Regions<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<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 Value Length Label Long Label Max Length
POR_CHARGE_ACCT_SEG1 2 Company 7
POR_CHARGE_ACCT_SEG2 3 Cost Center 11
POR_CHARGE_ACCT_SEG3 6 Account 7
POR_CHARGE_ACCT_SEG4 2 Intercompany 12
POR_CHARGE_ACCT_SEG5 3 Future 6
POR_CHARGE_ACCT_SEG6 5 Future 6
Attention: After the changes are made to the regions the Apache server must be bounced in order for the changes to be visible on the iProcurement web page.
Suggestion: If the organization has multiple charts of accounts profile options to support this must be assigned at the application responsibility level. POR: Edit Accounts Region and POR: Multiple Accounts Region.
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
BR.100 Application Setup - Procure to PayMarch 13, 2010
POR: Configure Account Regions
AK Developer >Define RegionsFormName Regions<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Use this step to ensure the correct attributes are marked for display in the correct regions.
At the Find window, enter a Region ID and click find
Region ID Region Name Application Name Object Name Region Style Add Index
Standalone
POR_BILLING_MULT_CHARGE_AC_R Billing-Single Row Oracle Self-Service Web Applications
POR_DUMMY_O Flow Layout <blank> Yes
Update the following attributes (you will notice the Label and Long Label Max Length are changed from the previous setup step):
Attribute ID Node Display Update Label Long Label Max Length
POR_LINE_NUM v Line 4
POR_SELECT_RADIO v Default 7
POR_NICKNAME v v Nickname 8
POR_CHARGE_ACCT_SEG1 v v Company 7
POR_CHARGE_ACCT_SEG2 v v Cost Center 11
POR_CHARGE_ACCT_SEG3 v v Account 7
POR_CHARGE_ACCT_SEG4 v v Intercompany 12
POR_CHARGE_ACCT_SEG5 v v Future 6
POR_CHARGE_ACCT_SEG6 v v Future 6
At the Find window, enter a Region ID and click find
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
BR.100 Application Setup - Procure to PayMarch 13, 2010
Region ID Region Name Application Name Object Name Region Style Add Index
Standalone
POR_BILLING_CHARGE_ACCOUNT_R Billing-Single Row Oracle Self-Service Web Applications
POR_DUMMY_O Flow Layout <blank> Yes
Update the following attributes (you will notice the Label and Long Label Max Length are changed from the previous setup step):
Attribute ID Sequence Node Display
Update Label Long Label Max Length
POR_PRMPT_CHARGE_AC 75 v Charge Account 14
POR_LINE_NUM80 v Line 4
POR_NICKNAME 85 v v Nickname 8
POR_CHARGE_ACCT_SEG1 90 v v Company 7
POR_CHARGE_ACCT_SEG2 100 v v Cost Center 11
POR_CHARGE_ACCT_SEG3 110 v v Account 7
POR_CHARGE_ACCT_SEG4 120 v v Intercompany 12
POR_CHARGE_ACCT_SEG5 130 v v Future 6
POR_CHARGE_ACCT_SEG6 140 v v Future 6
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
BR.100 Application Setup - Procure to PayMarch 13, 2010
POR: Run Rebuild Catalog Item InterMedia Index
Purchasing SuperUser > Reports > Run > Single Request
FormName Submit Requests<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>
Description: Run the Rebuild Catalog Item InterMedia Index concurrent program before any other iProcurement programs. There are no parameters.
Run This Request
Request Name Rebuild Catalog Item InterMedia Index
Submit Request
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
BR.100 Application Setup - Procure to PayMarch 13, 2010
POR: Classification and Item Data / Extract Classification and Item Data
Purchasing >Setup>e-Catalog Admin>Loader Values
FormName Define Catalog Server Loader Values<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<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 DataExtract Last Run Date
Catalog Groups CheckedCategories CheckedTemplate Headers CheckedLog Level 2Batch Size 5000
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
BR.100 Application Setup - Procure to PayMarch 13, 2010
Extract Classifications
Note: Verify the concurrent process has completed before performing the “Extract Items”. Close the form, Define Catalog Server Loader Values and reopen to see the Last Run Date is now populated.
Item DataExtract Last Run Date
Contracts CheckedItem Master CheckedTemplate Lines CheckedLog Level 2Batch Size 5000
Extract Items
Note: Verify completion of the concurrent process by going to View, then Requests in the tool bar.
Submit a New Request, Single Request
Request Name Rebuild Catalog Item InterMedia Index
Submit Request
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
BR.100 Application Setup - Procure to PayMarch 13, 2010
POR: eContent Management / Map Categories
Internet Procurement Catalog Administration> eContent Manager > Map CategoriesFormName Map Categories<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<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 CategoriesOracle Categories Click the Map button to Map the categories Catalog Categories
CONSULTING.MISC MAP Consulting MiscDESKTOPS.MISC MAP DesktopsLAPTOPS.MISC MAP LaptopsOFFICE_SUPPLIES.ACCESSORIES MAP Office Supplies AccessoriesOFFICE_SUPPLIES.PAPER MAP Office Supplies PaperOFFICE_SUPPLIES.PEN MAP Office Supplies PenOFFICE_SUPPLIES.STAPLERS MAP Office Supplies StaplerSERVICE.MISC MAP Service MiscTEMPORARY SVC.CLERICAL MAP Temporary SVCS ClericalTEMPORARY SVC.LEGAL MAP Temporary SVCS LegalTEMPORARY SVC.TECHNICAL MAP Temporary SVCS TechnicalTRAINING.MISC MAP Training
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
BR.100 Application Setup - Procure to PayMarch 13, 2010
POR: eContent Management / Build Table of Contents
Internet Procurement Catalog Administration> eContent Manager > Build Table of ContentsFormName Build Table of Contents<Customer Short Name> Process:
<Process Name>Business Area:
<Business Area>Date:
<Date>Control Number:
<Control Number>Priority (H, M, L):
<Priority (H, M, L)>Process Owner:
<Process Owner>Description: Use this to create catalog views based on category hierarchies.
Attention: There are three category classes:
• Master: category containing one or more intermediate or genus categories.
• Intermediate: category containing one or more genus categories.
• Genus: category containing items.
New EntryTable of Contents Entry Name Temporary Staffing
Services
Entry Description Temporary Staffing Services
Search Temporary
Click SearchSelect each category listed below
Click Add (Radio Button for All Categories should be selected)
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
BR.100 Application Setup - Procure to PayMarch 13, 2010
Result:Current Sub-Categories Temporary clerical and administrative assistance
Temporary legal staffing needs
Temporary information technology software developers
Temporary information technology systems or database administratorsTemporary 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 (*).
Procure to Pay File Ref: 30742237.doc (v. 2.0 )
Open and Closed Issues
Doc Ref: <Document Reference Number>
Open and Closed Issues
Open Issues
1. <Description of issue>
Closed Issues
1. <Description of issue>