WEB Internet Procurement Configuration

R2i Config Step	Oracle Guide Step	Navigation Path Setup Document	Setup Explanation	R2i Base Install Status On-Site Tasks On-Site Setup Changes
1		Technical	Apply Oracle Applications Patches as needed  (Required) See: Oracle Internet Procurement  Installation Notes.	Additional Configuration Needed See R2I Tar & Patch Log
2		Technical	Setup iAS  V1.3.9.0  Inside the Firewall on page 2-12  of Self-Service Purchasing 5.0 Implementation Manual   (Required) Essential for all functions.	Additional Configuration Needed
3		Technical	Setup the Apache server port on page 2-15 of Self-Service Purchasing 5.0 Implementation Manual (Required)	Additional Configuration Needed
4		Technical	Setup Apache Configuration for SSP5.0 on page 2-17 of Self-Service Purchasing 5.0 Implementation Manual (This step includes configuration step 3 & 4 plus additional setups)	Additional Configuration Needed
5		Technical	Setup the PL/SQL Cartridge Application on page 3-7 of Self-Service Purchasing  4.0 Implementation Guide (Required)	Additional Configuration Needed
6		Technical	Set Up the Java Cartridge Application on page 3-8 of Self-Service Purchasing  4.0 Implementation Guide (Required)	Additional Configuration Needed
7		Technical	Setup to Bring up the Home Page on page 2-27 – 2-31 of Self-Service Purchasing 5.0 Implementation Guide (Required)	Additional Configuration Needed
8		Technical	Setting Up iAS V1.3.9.0  Outside the Firewall on page 3-10 (Conditional) Required only if implementing External Shopping on a third party catalog service.	Additional Configuration Needed
9		Technical	Set Up System Administrator (Required) This setup involves setting up system security, user names, and printers. R2i comes configured with several responsibilities defined.  These responsibilities all have “R2I” after the responsibility name.  R2i environment will support multi-org; however, R2i is currently setup as a single org environment.	Additional Configuration Needed User IDs need to be defined for all users. Printers need to be set up. Additional responsibilities may be defined.
10		Technical	Set Up System Administrator (Optional) To enable further security and usage restrictions for groups of users, function security can be enabled against certain functions and actions in the Order Status page, Approvals page, Add Approvers page, Receive Orders page and Power Checkout. Functions:        Order Status Page: My Groups Requisitions        Order Status Page: My Requisitions        Order Status Page: All Requisitions        Approvals Status Page: Requisitions I Approved        Approvals Status Page: Orders to Approve        Approvers/Add Approvers Page        Receive Orders Page        Other Functions	Additional Configuration Needed
11	6	Functional Refer to the Payables Configuration Guide: Suppliers > Entry    Supplier Maintenance Accounts Payable > Setup> Procurement Card AP Procurement Card Setup.doc	Setting Up Oracle Payables (Conditional) Enable Procurement Card Site check box to indicate that all Suppliers are setup to accept the card brands P-Cards that will be utilized. Required only if implementing the use of Procurement Cards.	Base R2i Configuration
12	7	Functional Refer to Purchasing  Configuration Guide: Create Purchasing  Category Define Items Create Suppliers Enter Blanket   Agreements Enter Quotations Create Workflow	Setting Up Basic Oracle Purchasing (Required) The following steps needs to reviewed and configured for Self-Service Purchasing :                        Setup Purchasing Categories                        Setup Purchasing Items                        Setup Supplier Information                        Setup Standard Purchase Agreement                        Setup Catalog Quotations                        Setup PO Requisition Approval Workflow                        Setup PO Approval Workflow                        Setup Document Creation Workflow                         Setup Account Generator                         Setup Send Notifications Workflow                         Setup Confirm Receipts Workflow                         Setup Catalog Price Tolerance Exceeded                         Setup Approval Information                         Define Purchasing Options                         Define Buyers                         Define Line Types                         Define Receiving Options	Base R2i Configuration
13		Technical   AK Developer>Define Regions	Configuration of Account Regions  (Required) Configure the following regions to match the accounting structure of the organization: ·         POR_BILLING_MULT_CHARGE_AC_R ·         POR_BILLING_CHARGE_ACCOUNT_R If the organization has multiple Chart of Accounts, configure the following two profile options to support these multiple Chart of Accounts: ·        POR: Edit Accounts Region ·        POR: Multiple Accounts Region	Additional Configuration Needed
14		Technical	Setting up Attachments (Required) Users can add attachments to an order at the time of checking out their shopping cart. Attachments can be:    Internal to Requisition    To Buyer    To Approver    To Receiver    To Supplier     Miscellaneous Set up the Attachment File Directory profile option and enter the Attachment File Directory name. This directory is where the attachments will be stored and point to the attachments. The directory path should be accessible from the machine the Web Server is running.	Additional Configuration Needed
15	9	Functional Purchasing >      Setup>          Information                Template iProcurement  Setup Document	Defining Information Templates   (Optional) Internet Procurement uses information templates to pass necessary order processing information to suppliers. For those items or item categories associated with an information template, iProcurement prompts users to provide the information specified in the template.  Each information template must be associated with either an item or an item category. If an information template is associated with an item category, all items belonging to that category are also associated with the template.	Additional Configuration Needed
16	10	Functional and Technical Setup>      E-Catalog Admin>            Loader Values IProcurement Setup Document	Loading Catalogs From Internal Sources: Extracting Classification and Item Data  (Required) The Internet Procurement search engine uses an item catalog separate from that used in Oracle Purchasing. However, items and categories contained in Purchasing are extracted and loaded into the data repository the search engine uses.   The extraction process can be run ad hoc or by concurrent program.   Note: Category Data must be extracted prior to Item Data.	Prerequisites: Purchasing Configuration Set Profile Option ECE: Output File Path Output File Names: R2ICLASSDATA                                 R2IITEMDATA Needs to be Configured On-Site
17	11	Technical	Loading Catalogs From Internal Sources: Loading Classification and Item Data  (Optional) Once data has been extracted, you must load that data into catalog.  If data is loaded automatically when you extract data this step can be skipped.	Not Required for R2i configuration.
18	12	Functional Reports>       Run>            Rebuild Catalog                Item ConText	Loading Catalogs From Internal Sources: Rebuilding the Oracle Item ConText  Index  (Required only if using Oracle Database 8) . Once the data is extracted and loaded the ConText  Index must be rebuilt. Always rebuild ConText Policy Views	Can be setup as a Concurrent program
19		Functional Reports> Run> Rebuild  Catalog Item InterMedia Index	Loading Catalogs From Internal Sources: Rebuilding the Oracle Item InterMedia Index  (Required only if using Oracle Database 8i) . Once the data is extracted and loaded the InterMedia  Index must be rebuilt.	Can be setup as a Concurrent program
20	N\A	Technical	Loading Catalogs From Internal Sources: Set up the Catalog Data Extract concurrent programs: (Optional) Run one of the two Catalog Data Extract (Classification or Items) concurrent programs. The parameters are the same for both.  Set up the concurrent program to run on a regular basis.	Additional Configuration Needed
21		Technical	Loading Catalog Data from External Sources The bulk loader helps load catalog data from external sources from XML files and spreadsheets. Prerequisites: Bulk loader is run to load catalog data from external sources.  To run bulk loader jobs, the startCatalogLoader script must be running in the background on a separate JVM.  The script ensures that the catalog loading activity takes place on a separate JVM and does not affect requisitioning activities. Templates and instructions that help create these catalog files can be downloaded from the eContent Manager.	Additional Configuration Needed
22		Technical	Loading Catalogs Hosted by Suppliers/Marketplace You can use the XML interface to link to any externally hosted catalog.  For detailed information, see: Oracle Purchasing Connect for TPN Register Integration Guide and the white papers published by Oracle Corporation.	Additional Configuration Needed
23	13	Functional Setup>      E-Catalog Admin>             Item Sources Internet Procurement           Setup Document	Defining an Item Source  (Conditional) Only required if you are implementing a third party catalog service. Item Sources can be either internal or external catalogs.  The information consists of a URL for the external web site and an image file containing the third party catalog service.	Additional Configuration Needed
24	14	Functional Setup>      E-Catalog Admin>          External Suppliers Internet Procurement           Setup Document	Defining an External Supplier  (Conditional) Only required if you are implementing a third party catalog service. Defining an external supplier, or third party catalog service, involves two URLs to enable authentication and secure communication. Once communication is verified and secured, data can flow back and forth between the third party catalog service outside the firewall and Self-Service Purchasing inside the firewall.	Additional Configuration Needed
25	15	Functional Setup>      E-Catalog Admin>              Realms Internet Procurement           Setup Document	Defining Realms (Conditional) Provides access to item sources (catalogs).  The System Administrator assigns responsibilities, excluding attributes, and securing attributes to users. With Self-Service Purchasing, you also assign realms to users.  A realm is a set of access privileges to internal catalogs, external catalogs, or categories within internal catalogs. Realms are assigned to users in exactly the same way as securing attributes are, through the User’s window.  They in fact appear in the User’s window as securing attributes.	Additional Configuration Needed
26	16	Technical	Oracle Internet Procurement Profile Options  (Required) Essential for all functions. SYSTEM PROFILES: POR: Amount Based Service                    Services     Site POR: Approved  Pricing Only                  No              Site POR: Cleanup Thread Interval                                    Site POR: Debugging                                      No              Site POR: Enable Requisition Line           Customization                                 Yes             Site POR: Goods Line Type                            Goods         Site POR: Parallel Routing Allowed                No              Site POR: Rate Based Services Line Type     Labor         Site POR:  Systems Approvers Mandatory     Yes            Site POR:  Enable Requisition Lines               Yes           Site POR:  Emergency Requisitions                Yes           Site POR:  Java Virtual Path                            OA_JAVA_SERV Site POR:  SSP4 Installed                                 Yes            Site POR:  SSP Version 5                                 Yes            Site POR:  Select Inventory Replenishment     No             Site            Lines for Confirm Receipts POR:  Workflow Processing Mode          Online        Site POR:  Default Currency Conversion Rate POR: Edit Accounts Region POR: Multiple Accounts Region POR: ITEM PIC FILE PATH POR: Use sequence for requisition numbering  No    Site POR: Servlet Virtual Path                      OA_Servlets  Site ECE: Output file path                                                      Attachment File Directory ICX: Allow Funds Override                    No              Site ICX: Date Format Mask                       DD-MON-RRRR             ICX: Days Needed By                               2              Site ICX: Language                                      American English ICX: Limit Connect                                1000 ICX: Limit Time                                    4 hrs ICX: LOV Type                                     HTML           Site ICX: Override Location Flag                   Yes              Site ICX: Requisition Server                          OA SERV host name ICX: Override Requestor                        No                Site USER PROFILES: POR:  Preferences -  Expenditure Type                      Site POR:  Preferences -  Deliver – To Location               Site POR:  Preferences -  Project                                       Site POR:  Preferences – Requester                                   Site POR:  Preferences – Selected Items                            Site POR:  Preferences -  SubInventory                             Site POR:  Preferences -  Task                                           Site POR:  Preferences - Result Set Size          10              Site	Additional Configuration Needed
27	17	Technical	Setting Up Oracle Self-Service Web Applications  (Required) Essential for all functions.	Additional Configuration Needed
28		Functional Help/Oracle Applications Library Standard Reports Listing	Print out Standard Reports Listing (Optional) To get a listing of standard reports for a particular module: 1.    Log into the Oracle Applications using any responsibility. 2.    Choose Help/Oracle Applications Library from the drop down menu. 3.    Under 'Product Documentation' click on the application you want to see alist of reports for (ie. Payables). 4.    Depending on the module you have chosen one of the following should be listed: Reports and Listings, Reports and Processes, Standard Reports and Listings, Reports, or Inquiry and Reports. Select the one that is listed for your module. 5.    A list of the standard reports for your particular module appears. For a list of parameters and other information regarding a particular report click on the report.