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Create and Use a Procurement Business Unit Page i
Create and Use a ProcurementBusiness Unit
Procurement Administrator
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Contents
End to End New Business Unit .......................................................................................................................1
Overview ...........................................................................................................................................................1
Objective ...........................................................................................................................................................1
Assumptions ....................................................................................................................................................1
Login Details.....................................................................................................................................................1
Create your User ..............................................................................................................................................2
Create Implementation Project .......................................................................................................................7
Create Location ................................................................................................................................................9
Create Business Unit .......................................................................................................................................11
Create Inventory Org .......................................................................................................................................17
Configure Business Unit .................................................................................................................................20
Add the Roles for your BU ..............................................................................................................................24
Manage Common Options for Payables and Procurement ..........................................................................27
Manage Receiving parameters........................................................................................................................29
Change Your Primary Job Assignment ..........................................................................................................31
Configure BU Tax (turn it off) ..........................................................................................................................32
Manage Procurement Agents..........................................................................................................................39
Configure Transaction Accounting ................................................................................................................43
Create Supplier and Supplier Site ..................................................................................................................45
Create Agreements ..........................................................................................................................................51
Create Catalog ..................................................................................................................................................54
Create Content Zone ........................................................................................................................................55
Create Requisition ...........................................................................................................................................56
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End to End New Business Unit
Overview
In this exercise, you will learn how to create a new business unit and prepare it to use withcustom catalog content.
Objective
The objective of this script is to walk you through the steps required to set up a new businessunit to be used for Procurement functions.
Create User
Create Implementation Project
Create Locations
Create Business Unit
Create Supplier
Create Agreement
Create Catalog
Create Content Zone
Create Requisition
Assumptions
This is a broad script that allows for creation of custom content for highly tailoreddemonstrations and would notbe typically done in front of a customer. There are other
detailed sales demonstration scripts for topics that are only briefly touched on throughout thisscript.
Login Details
Login details are provided throughout the script
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Create your User
1. Login as betty.anderson
Password: The environment password is same for all users, so use the password
that you received in email.
Note: When performing practices, you sometimes need to log in with differentUsernames (such as betty.anderson or PRC_IMPL, for example.) This is requiredbecause in the training environment those users have specific roles assignedthat enable them to perform specific setup steps.
2. Navigator -> Manage Resources -> Manage Users
1. Click the Create Icon
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2. Enter the User details and select the Autoprovision Roles button. ReplaceLastname and Firstname with your own information:
a. Last Name = Your Last Name
b. First Name = Your First Name
c. E-Mail address = your eMail address
d. Hire date = 1/1/11
e. User Name = Your firstname.lastname
f. Under User Notification Preferences
Select the checkbox Send user name and password
g. Person Type = Employee
h. Legal Employer = US1 Legal Entity
i. Business Unit = US1 Business Unit
j. Job = Buyer
k. Grade = Mgmt02
l. Department = Support Center US
m. Location = Headquarters
n. Manager = Roth, Calvin (Search with Name Roth%)
3. Click Autoprovision Roles Button
Observe the Employee Role gets added in the Role Requests Region
4. Click Save and Close Button
5. Sign Out
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14. Select Assign and add the following roles:
a. Buyer
b. Application Implementation Administrator
c. Application Implementation Manager
d. Accounts Payable Manager
e. Accounts Payable Manager US1 Business Unit
f. Financial Application Administrator US Department Set
g. Financial Application Administrator US Location Set
h. Financial Application Administrator US1 BU Set
i. Financial Application Administrator US1 Business Unit
j. HCM Applic Admin - View All
k. IT Security Manager
l. Procurement Application Administrator
m. Procurement Catalog Administrator
n. Procurement Contract Administrator
o. Procurement Manager
p. Procurement Requester
q. Procurement Requester US1 Business Unitr. Category Manager
s. Supplier Administrator
t. Supplier Manager
u. Supplier Contract Administrator US1 Business Unit
(Note: Search with Supplier Contract Administrator only asLabel was changed inthis environment; it is the second Supplier Contract Administratorin the list. Youcan confirm the name if you hover over the Role Name column)
v. Supplier Contract Manager
w. Supplier Contract Manager US1 Business Unit
x. Supplier Qualification
y. Business Practices Director US1 Business Unit
z. Enterprise Contract Administrator US1 Business Unit
aa. Warehouse Manager
bb. Warehouse Manager 001
cc. Warehouse Manager 002
dd. Warehouse Manager 003
ee. Cost Accountant
ff. Product Manager
gg. Receiving Manager (Or) Receiving Agent
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15. Click Reset Password at the top
16. Select Manually Change the Password radio button
17. Enter Temppass123 as the new password
18. Check the E-mail the new password to the user option.
19. Click on Reset Password button
20. Close the Identify Manager and Sign Out
21. Login as Your new user
22. Enter the old password Temppass123
23. Enter a new password Fusion123 twice
24. Click Submit
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Create Implementation Project
1. Navigator -> Tools: Setup and Maintenance
Left Pane (Regional Area) under Tasks > Implementations >Manage ImplementationProjects
2. Click the Manage Implementation Projects Task
3. Click the Create icon
4. Enter your initials plus " PRC Implementation Project " into the Name field.Hit Enter or click somewhere on the page. This generates the Code for your project.
Tip:If there is already a name in the Name field, you can just overwrite it.
5. If your Signon name does not appear in the Assigned Tofield, select your user ID.
6. Click Next
7. On the Create Implementation Project: Select Offerings to Implementpage, start byselecting the Procurement offering by clicking the Include box.
8. If not expanded, expand the Procurement selection and select the Include options for SelfService Procurement, Supplier Portal, Sourcing, Supplier Qualification, and ProcurementContracts.
https://adc-fap0316-fs.oracledemos.com/setup/faces/TaskListManagerTop?fnd=%3B%3B%3B%3Bfalse%3B256%3B%3B%3B&pageParams=forcePageRefresh%3Dtrue&forcePageRefresh=true&_afrLoop=4159540408535997https://adc-fap0316-fs.oracledemos.com/setup/faces/TaskListManagerTop?fnd=%3B%3B%3B%3Bfalse%3B256%3B%3B%3B&pageParams=forcePageRefresh%3Dtrue&forcePageRefresh=true&_afrLoop=4159540408535997https://adc-fap0316-fs.oracledemos.com/setup/faces/TaskListManagerTop?fnd=%3B%3B%3B%3Bfalse%3B256%3B%3B%3B&pageParams=forcePageRefresh%3Dtrue&forcePageRefresh=true&_afrLoop=4159540408535997https://adc-fap0316-fs.oracledemos.com/setup/faces/TaskListManagerTop?fnd=%3B%3B%3B%3Bfalse%3B256%3B%3B%3B&pageParams=forcePageRefresh%3Dtrue&forcePageRefresh=true&_afrLoop=4159540408535997 -
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9. Click Save and Open Project button.
10. On the Implementation Project page, your newly created implementation project is
displayed beginning with the top most node of the auto-generated task list.
a. Expand the Procurement top node to view the subsequent levels of the task list.
b. Notice how tasks are organized with the common tasks, which are typicallyprerequisites, being listed first followed by common tasks across a product family.
Application-specific tasks are listed at the end.
c. You will use your implementation project as a guide for many of the remainingtasks.
11. Click Done
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Create Location
1. If not already there: Navigator -> Setup and MaintenanceClick Manage Implementation Projects
2. Select your Implementation project (starts with your initials) and click the name
3. Expand tasks and navigate to the Manage Locations task
Procurement > Define Common Applications Configuration for Procurement > DefineEnterprise Structures for Procurement > Define Enterprise for Procurement > ManageLocations.
Click on Go To Task Icon
4. In the Manage Locations Page- Click the Create Icon
5. Enter the location details
a. Select the Location Set as US Location Set
b. Give the location a unique name with Your Initials and Unique number i.e.ES1 Location
c. Enter a code made up of your Initials + Unique Number + L i.e "ES1L"
d. Enter City/State/Zip. Note that City/State/Zip is validated
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6. Click Submit button
7. You will receive a warning and a confirmation message, please select Yes, then OK
8. From the Manage Locations page, click Done button
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Create Business Unit
1. From your Implementation project navigate to
Procurement > Define Common Applications Configuration for Procurement >Define Enterprise Structures for Procurement > Define Business Units forProcurement > Manage Business Units
2. For Manage Business Unit task , click on the Go to Task Icon
3. Click the Create Icon
4. Enter the Business Unit name using your initials as the prefix
5. Select the Location you created earlier
6. Select the Default Set of US1BUSET
7. Make sure the Active checkbox is enabled
8. Click Save and Close button
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9. From the project list, select Assign Business Unit Business Function Task
10. Select your Business unit as Scope
The Select Scope window opens
Select the Assign Business Unit Business Function Radio button
In Business Unit Field select Select and Add
Click on Apply and Go to Task button
Select and Add: Business Unit page Opens , Search for your business unit
Note: Dont click on the Business Unit name, click on any other column i.eActive / Location / Manager of your business unit to select the record.
Click on Save and Close Buttonlocated at the bottom of the screen.
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11. Add the following Business Unit Functions by selecting the respective checkboxes
Materials Management
Payables Invoicing
Procurement
Procurement Contract Management
Receiving and
Requisitioning functions
12. Under Financial Reporting Options
Select the Primary Ledgeras US Primary Ledger
Select the Default Legal Entity asUS1 legal entity
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13. Click Save and Close
14. From the project list, select the Manage Business Unit Set Assignment Task andclick on Go to Task Icon
15. Adjust the Reference Data Set Codes:
Dashboard Templates = COMMONDepartments = USDEPTS
Grades = COMMONJobs = COMMERCIALJOBLocations = USLOCSPerformance Templates = COMMON
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16. Click Save and Close button
17. From the project list, select the Manage Service Provider Relationships Task andclick on Go to Task icon
18. In the Manage Service Providers Page , under Procurement Service Providersclick the green +Add Row Icon
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19. Search for your business unit, select the row, and click on Apply button
20. Search for business unit US1 Business Unit, select the row, and select Done
21. Review the Business units added and make sure the Active check box is enabled.
22. Click Save and Close button
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Create Inventory Org
1. From your Implementation project navigate to
Procurement > Define Common Applications Configuration for Procurement >
Define Enterprise Structures for Procurement > Define Facilities for Procurement >Manage Inventory Organizations
Click on Go to Task icon
2. In the Manage Inventory Organizations pageclick on the Create icon
3. Enter the Basic Information:
Name :Enter Inventory Organization Name (e.g. PRC Inventory Org)
Organization :Enter Organization code (e.g. PRCORG1)
Tip:Remember (or) Make a note of the Organization code (e.g. PRCORG1), whichwill help you in searching for the roles created automatically for your inventory
Organization.
Management Business Unit :Your Business Unit
Legal Entity :US1 Legal Entity
Profit Center Business Unit :US1 Business Unit (Not Mandatory)
Status :Active
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Enter the Location Address details
Name :Your Location (Which is created earlier)
Internal or External :Internal
4. Click Next button to navigate to Manage Inventory Organization Parameters pagefor your inventory organization.
5. Under General Tab , select below values
Schedule : Operations
Item Master Organization :Operations
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6. From the Lot, Serial Number, and Packing Unittab, enter the below details
Under Lot Control Section
Uniqueness: No Uniqueness Control
Under Serial Number GenerationSection
Starting Serial Number: 1
7. Click Save and Close button
8. Click Done
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Configure Business Unit
Configure Procurement Business Function
1. From your Implementation project navigate to
Procurement > Define Purchasing Configuration > Define Business FunctionConfiguration > Configure Procurement Business Function
Click on Go to Task icon
The Select Scope window opens
Select the Configure Procurement Business Function Radio button In Business Unit Field select Select and Add
Click on Apply and Go to Task button
Select and Add: Business Unit page Opens , Search for your business unit
Note:Dont click on the Business Unit name, click on any other column i.eActive / Location / Manager of your business unit to select the record.
Click on Save and Close Button located at the bottom of the screen(You mightneed to scroll down).
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2. Enter the following under General section
Payment Terms : Select any of the available options
Shipping Method : Select any of the available options
Freight Term : Select any of the available options
Inventory Organization: Your Inventory Organization
Line Type : Goods
Currency : USD
Conversion Rate Type: Corporate
3. Enter the following under Purchasing section
Maximum File Size Megabytes : 20 MB
Maximum Lines in PDF : 1000 lines
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4. Click Save and Close button
5. You will receive a confirmation, click OK
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Configure Requisitioning Business Function
1. From your Implementation project navigate to
Procurement > Define Purchasing Configuration > Define Business FunctionConfiguration > Configure Requisitioning Business Function
Click on Go to Task icon to open Configure Requisitioning Business Functionpage for your Business Unit(Note: Select your Business Unit as Scope if scope is not already selected)
1. Under Requisitioning section : Enter One Time Location = Headquarters
2. Under Purchasing section : Default Procurement BU = Your Business Unit
: Ship to location = Your Location
3. Click Save and Close button
4. You will receive a confirmation, click OK
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Add the Roles for your BU
Note:It might take some time for the roles to get automatically created for yourBusiness Unit and Inventory Org. So if you are not able to see your BU Specific
roles, please wait for some time (Approx 10-15 Min) and try again.
1. Login as prc_impl / use the password that you received in email.
2. Navigator -> Tools > Setup and Maintenance
3. All Tasks Tab > Search with Name Provision Roles to Implementation Users
4. Click on Go to task Icon for Provision Roles to Implementation Users task.
5. This opens Oracle Identity Management (OIM) webpage.
6. Select Administration (upper right hand corner)
7. Search with Your Users last name
8. Select Your user
9. Select the Roles tab
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9. Select Assign and add the following roles:
Procurement Requester
Accounts Payable Specialist
Accounts Payable Manager
Accounts Payable Supervisor
Warehouse Manager
Warehouse Operator
Financial Application Administrator
Important Note:
Many other Data Roles get automatically generated for your Business Unit and InventoryOrg. You need to perform the below steps to assign all of them to your User.
10. To add all the generated Data roles at once,simply search with Your Business Unit name(e.g. %PRC Business%) .
11. All the data roles generated for your Business Unit will be displayed.
12. Select all the roles (select one role and Control+A) and click on Add button to add all rolesin one shot to your user.
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13. Similarly Assign all roles related to your Inventory Organization
14. You need to search with your Inventory Organization Code (e.g. %PRCORG1%)
Note:Check your Inventory Organization setup to find the Organization Codespecified in the Organization field.
15. In search results select all the records (select one record and Control+A) and click on Addbutton to add all roles in one shot to your user.
16. Close the Identity Manager window
17. Sign Off of the Application.
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Manage Common Options for Payables and Procurement
Important Note:If you see any errors while opening this page for the first time thenplease do the below steps
Clear browser cache / Temporary internet files
Logout of the application and close the browser
Reopen the browser and login to fusion applications
Try opening this page.
1. From your Implementation project navigate to
Procurement > Define Purchasing Configuration > Define Business FunctionConfiguration > Manage Common Options for Payables and Procurement
Click on Go to Task icon to open Manage Common Options for Payables andProcurement page for your Business Unit(Note: Select your Business Unit as Scope if scope is not already selected)
2. Enter the following configuration (enter (or) copy/paste and modify as indicated):
Under Default Distributions Section:
Liability = 101.10.22100.000.000.000
Prepayment = 101.10.13500.000.000.000
Conversion Rate Variance Gain = 101.10.78630.120.000.000
Conversion Rate Variance Loss = 101.10.78630.120.000.000
Discount Taken = 101.10.77600.120.000.000
Miscellaneous = 101.10.60540.120.000.000
Freight = 101.10.62510.120.000.000
Under Currency Conversion Section
Conversion Rate Type : Corporate
Realized Gain Distribution = 101.10.78610.120.000.000
Realized Loss Distribution = 101.10.78610.120.000.000
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Under Expense Accruals Section
Accrue Expense Items : At receipt
3. Click Save and Close button.
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Manage Receiving parameters
1. From your Implementation project navigate toProcurement > Define Receiving Configuration for Procurement > ManageReceiving Parameters
2. Click on Go to Task icon
3. Select Organization window opens
4. In Organization field : Select Your Inventory Organization and Click OK
5. Set the options as follows:
General Section
Receipt Routing : Direct delivery
Allow substitute receipts : No
Receipt Number SectionGeneration : Automatic
Type : Numeric
Next Number : 1
RMA Section
Receipt Routing : Direct Delivery
RMA Validate Lots : Unrestricted
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6. Click Save and Close button
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Change Your Primary Job Assignment
1. Login as Betty.Anderson (Use the same password received in email)2. Navigator -> Manage Resources > Manage Users
3. Search with Users Last Name, click search4. Select the record and click on Name.
5. Under Employee Information section change the Business Unit to your Business Unit
NOTE:When you search for a business Unit via search icon you might get an error.Its a bug in that particular field.
Workaround:Clear value in the field and just enter your Business unit in the fieldmanually.
6. Click Save and Close7. Sign Out of the application
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Configure BU Tax (turn it off)
1. Login with your user name2. From your Implementation project navigate to
Procurement > Define Common Procurement Configuration > Define Taxconfiguration > Manage Tax Regimes
3. Click on Go To Task Icon4. Search for Country starts with Un
Search Results: will display "US Sales and Use Tax"
Note:Don't click on the name US Sales and Use Tax, just click beside it or in other
column (Tax Regime Name / Country ) to select the record, then the Edit (pencil icon)
will be enabled. Click on the edit icon.
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5. Under Configuration Options select the + add row icon
Note:If you dont see the + icon,click on the Arrow Icon >> ,so that the + Icon will be visible to select
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6. Under Configuration Options and Service Subscriptions section click on
icon to create a new configuration with the below details
Party Name = Your Business Unit
Configuration for Taxes and Rules = Common configuration with party override
Configuration for Product Exceptions = Common configuration
Effective Date = 1/1/50
7. Click Save and Close Button
8. Information Message will be displayed , Click OK
9. Click Done
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10. For Manage Configuration Owner Tax Options Task,Click on Go to Taskicon
11. Select Scope window will open12. Select Manage Configuration Owner Tax Options Radio Button13. For Tax Regime select value Select and Add14. Click on Apply and Go to Taskbutton
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15. Search in Country Field: search with Un%16. Select the US Sales and Use Tax regime17. Click on Save and Close button (At the bottom of the screen)
18. Manage Configuration Owner Tax OptionsPage will open
19. Click the Create Icon
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20. Configuration Owner field - Enter Your Business Unit21. Event Class = Purchase Requisition for Enterprise Tax22. Start date 1/1/11
Under Default Tax Options
23. Regime Determination Set = STCC (Standard Tax Classification Codes )24. Allow tax applicability option - Turn off(Uncheck)
25. Click Save and Create Anotherbutton
26. Configuration Owner field - Enter Your Business Unit27. Event Class = Purchase Order and Agreements for Enterprise Tax28. Start date 1/1/11
Under Default Tax Options
29. Regime Determination Set = STCC (Standard Tax Classification Codes)30. Allow tax applicability option - Turn off(Uncheck)
31. Click Save and Create Anotherbutton
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32. Configuration Owner field - Enter Your Business Unit33. Event Class = Change Orders for Enterprise Tax34. Start date 1/1/11
Under Default Tax Options
35. Regime Determination Set = STCC (Standard Tax Classification Codes)
36. Allow tax applicability option - Turn off(Uncheck)
37. Click Save and Close Button38. Click Done Button
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Manage Procurement Agents
1. From your Implementation project navigate to
Procurement > Define Common Procurement Configuration > Manage ProcurementAgents
Click on Go To Task Icon
2. Manage Procurement Agent page opens , Click the Create Icon
3. Create Procurement Agent page opens
Procurement BU: Your Business Unit
Agent:Your Employee
Note:If you User is not available to select in Agent field, make sure you the
below roles are added to your User: Buyer
Supplier Administrator
Procurement Manager
Default Requisitioning BU: Your Business Unit
Under Agent Access Region :
Select Allowed Check box for all the available Actions
Select Full for Access to Other Agents Documents
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4. Click Save and Close
5. Click OK for the confirmation message
6. Click Create Icon
7. Setup the same options for Your user and Business Unit US1 Business Unit
Note:You can create multiple agents within Create Procurement Agent page withoutnavigating back to Manage Procurements Agents page by using the optionSaveand Create Another option under Save and Close Button
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8. Click Save and Close button
9. Click OK for the confirmation message
10. Click Done
NOTE:
Once the Procurement agent setup is completed, you need to update your User name as Buyer inthe Configure Procurement Business Function
1. From your Implementation project navigate to
Procurement > Define Purchasing Configuration > Define Business Function
Configuration > Configure Procurement Business Function
Note: Select your Business Unit as Scope if scope is not already selected
2. Click on Go to Task icon
3. The Configure Procurement Business Function (Your Business Unit) will be
opened.
4. Buyer: Select Your User (e.g. PRC423, Superuser )
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5. Click Save and Closebutton
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Configure Transaction Accounting
Note: For this setup make a note of the Business Unit name you created (e.g. PRC Business Unit)as you have to enter the exact name in a free text field.
1. From your Implementation project navigate to
Procurement > Define Common Procurement Configuration > Define TransactionAccounting for Procurement > Define Transaction Account Rules > Define TransactionAccounts > Manage Mapping Sets
2. For the Manage Mapping Sets Task click Go to Task icon
3. Select and Click on the name Expense Accrual AccountBusiness Unit (or) select the
record Expense Accrual Account Business Unit and click on Edit icon .
4. In the Chart of Accounts table select the US Chart of Accounts row.
5. In the US Chart of Accounts: Mappingssection (third table), click to add a newrecord.
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6. Enter your business unit name (Enter the exact name of your business unit which youcopied earlier) into the Input field.
Note:This is a free text field and there is no validation on this field
7. Enter 101.10.24220.000.000.000 into the Output field (this will be the expenseAccrual account mapped to your business unit).
8. Enter an Effective Start Date = 01/01/2015
9. Click Save and Close button
10. Click Done
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Create Supplier and Supplier Site
1. Navigator -> Procurement -> Suppliers
2. The Suppliers Work Area opens.
3. On the left pane click on Create Suppliertask
4. Enter the Supplier Name starting with your initials (e.g. PRC Supplier)
5. Select Business Relationship as Spend Authorized
6. Select Tax Organization Type as Corporation
7. Click Create
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8. Select the Addressestab
9. Click the Create Icon
10. Enter an Address with all Address Purposes (Ordering, Remit to , RFQ or Bidding)selected.
11. Click Save and Close button
12. Click OK for the confirmation
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13. Select the Sites Tab and Click the Create Icon
14. Procurement BU : Select Your BU
15. Address Name : select your address
16. Site : Enter a Site name (Or leave the defaulted value)
17. Click Save button
18. Select the Receiving tab for the site and set the Receipt Routingto Direct Delivery.
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19. Click Save
20. Select the Site Assignments tab
21. Click Autocreate Assignments
22. Set the Bill To Location = Your location
23. Click Save and Close
24. Click OK at the confirmation
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25. Click Contacts Tab and click on Create Icon
26. Enter the Contact details
Note:E-Mail is mandatory if you wish to create a Supplier Portal user account.
27. Under Contact Address, Click on and select the address you already
created
28. Under User Account click on Create User Account radio button
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29. Observe that the roles get automatically assigned (this is a setup configuration, wewill discuss about this feature in the workshop).
30. Click Save and Closebutton
31. Again click Save and Close button
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Create Agreements
1. Navigator - > Procurement - > Purchasing
2. On Left side Pane : Tasks > Agreements > Click Create Agreementtask
3. Enter the information :
Style : Blanket Purchase Agreement
Procurement BU: Your Business Unit
Supplier / Site / Contact : Your Supplier
Currency and Buyer: Keep the defaulted values
4. Click Create
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5. Under Lines region : Click the +Add Icon
6. Enter the line details
Type = Goods
Description = Retro 51 Tornado Red Pen
Category Name = Pens and Pencils
UOM Ea
Price = 25
7. Select the Edit Icon to modify the line details in a new window
8. Under Item Attributes Enter the below URL for both the fields Image URLandThumbnail Image
http://www.retro51.com/newimages/fwi_classiclacquers/classic_large.jpg
http://www.retro51.com/newimages/fwi_classiclacquers/classic_large.jpghttp://www.retro51.com/newimages/fwi_classiclacquers/classic_large.jpghttp://www.retro51.com/newimages/fwi_classiclacquers/classic_large.jpg -
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9. Click Ok
10. Select the Controls Tab
11. Review the Business Unit Access and Automatic ProcessControls
12. Click Submit
13. You will receive a confirmation, click Ok
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Create Catalog
1. Navigator -> Procurement -> Catalogs
2. Click the Manage Catalogs Task
3. Click Create Local Catalog Button
4. Enter details as specified below :
Procurement BU : Select Your Business Unit
Catalog : Enter a Catalog name starting with your initials
Description: Enter user defined description Under Agreements > Select Include items from all agreementsOption
Under Categories > Select Include items from all categories Option
5. Click Save and Close button
6. Click OK for the confirmation
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Create Content Zone
1. Still in the Catalogs work area, select the Manage Content Zones Task
2. Click the Create Icon
3. Select your Procurement BU and give the Content Zone a name with your initials
4. In the Catalogs section: Click the Select and Add icon
5. Select Your Catalog and click Done
6. In the Security section: Click the Select and Add icon
7. Select Your Business Unit and click Done
8. Click Save and Close
9. Click OK for the confirmation
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Create Requisition
1. Navigator -> My Information: Procurement -> Purchase Requisitions
2. Right side Bottom -> Requisition Preferences Click Edit button
a. Requisitioning BU : Select Your Business Unitb. Deliver-to Location : Select Your Location
c. Under Favorite Charge Accounts click
d. Enter a Nick name and Charge account: 101.10.60540.000.000.000
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3. Click Save and Close
4. You should now be able to shop for your Pen , Under Search Catalog Search Pens
5. Click Add to Requisition button
6. Item gets added to the Requisition area
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7. Click Edit and Submit button
8. Click Submit Button
9. Click OK on the confirmation message
10. You will receive a notification that Requisition is approved
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11. After requisition is approved, automatically Purchase order gets created (Might take sometime > 4hrs).