Monday, November 5, 2012

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.           

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