procurement business unit

7/25/2019 Procurement Business Unit

1/61

Copyright Oracle Corporation, 2009. All rights reserved.

Create and Use a Procurement Business Unit Page i

Create and Use a ProcurementBusiness Unit

Procurement Administrator


2/61


Create and Use a Procurement Business Unit Page ii

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


3/61


Create and Use a Procurement Business Unit Page 1

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


4/61



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


5/61



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


6/61


7/61



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


8/61



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


9/61



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


10/61



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


11/61



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


12/61



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


13/61



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


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


14/61



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.


15/61



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


16/61



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


17/61




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


18/61



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.



19/61



Create Inventory Org


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


20/61



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


21/61



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


8. Click Done


22/61



Configure Business Unit

Configure Procurement Business Function


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).


23/61



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


24/61




5. You will receive a confirmation, click OK


25/61



Configure Requisitioning Business Function


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


4. You will receive a confirmation, click OK


26/61



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


27/61



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.


28/61



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.


29/61



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.


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


30/61



Under Expense Accruals Section

Accrue Expense Items : At receipt

3. Click Save and Close button.


31/61



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


32/61





33/61



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


34/61



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.


35/61



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


36/61



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


37/61



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


38/61



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



39/61



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


29. Regime Determination Set = STCC (Standard Tax Classification Codes)30. Allow tax applicability option - Turn off(Uncheck)

31. Click Save and Create Anotherbutton


40/61



32. Configuration Owner field - Enter Your Business Unit33. Event Class = Change Orders for Enterprise Tax34. Start date 1/1/11


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


41/61



Manage Procurement Agents


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


42/61




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


43/61




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


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 )


44/61



5. Click Save and Closebutton


45/61



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.


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.


46/61



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


10. Click Done


47/61



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


48/61



8. Select the Addressestab


10. Enter an Address with all Address Purposes (Ordering, Remit to , RFQ or Bidding)selected.


12. Click OK for the confirmation


49/61



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.


50/61



19. Click Save

20. Select the Site Assignments tab

21. Click Autocreate Assignments

22. Set the Bill To Location = Your location


24. Click OK at the confirmation


51/61



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


52/61



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


53/61



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


54/61



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


55/61



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


56/61



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




57/61



Create Content Zone

1. Still in the Catalogs work area, select the Manage Content Zones Task


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




58/61



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


59/61




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


60/61



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


61/61

11. After requisition is approved, automatically Purchase order gets created (Might take sometime > 4hrs).