iProc FAQ

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How to create Local Blanket Purchase Agreement from Buyer Work Center? Creating a Blanket Purchase Agreement (GBPA) from Buyer Work Center is always Global. To create a local BPA go to Purchase Orders Form. How can I restrict the items in iProcurement? Use Content Security Management features QRto restrict the items in iProcurement. Can I select and add multiple lines in the cart? Yes, in rel 12 there is a preference to change the format of search results. Go to iProcurement Home Page, click Preferences link at the top of the page, click iProcurement Preferences at the left side. Change Shopping Search Results Layout to Grid View. This will let you select multiple items to add to the cart. Why is the Browse not showing all the items? The items from the Browse depends on the store. What is the Difference between AME or PO-based Approvals for Requisition approvals ? AME & PO-Based Approvals are 2 separate approval engines that can be used for requisition approvals. The setup for each engine is done separately and there’s no automatic migration between the 2. One of the differences between the 2 engines is: PO-Based approvals currently support the ability to route an approval to the final position only. For example, a requisition > 10,000 requires the approvals from the vice president. If a manager submits the requisition, in PO Based approval it can be setup for Direct routing such that only the VP needs to approve. However, in AME this is not possible. Intermediate approvers between the manager and the VP will have to also approve the document when using AME based approvals. 1. What is a catalog schema? Answer ------ The schema of a catalog refers to the structure and organization of the catalog. A schema consists of categories and descriptors. A category classifies items; a descriptor describes items or categories. There are two types of descriptors:

Transcript of iProc FAQ

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How to create Local Blanket Purchase Agreement from Buyer Work Center?       Creating a Blanket Purchase Agreement (GBPA) from Buyer Work Center is always Global. To create a local BPA go to Purchase Orders Form.

How can I restrict the items in iProcurement?     Use Content Security Management features QRto restrict the items in iProcurement.        

Can I select and add multiple lines in the cart?       Yes, in rel 12 there is a preference to change the format of search results. Go to iProcurement Home Page, click       Preferences link at the top of the page, click iProcurement Preferences at the left side.        Change Shopping Search Results Layout to Grid View.  This will let you select multiple items to add to the cart.       

Why is the Browse not showing all the items?        The items from the Browse depends on the store.     

What is the Difference between AME or PO-based Approvals for Requisition approvals ?

AME & PO-Based Approvals are 2 separate approval engines that can be used for requisition approvals. The setup for each engine is done separately and there’s no automatic migration between the 2. One of the differences between the 2 engines is: PO-Based approvals currently support the ability to route an approval to the final position only. For example, a requisition > 10,000 requires the approvals from the vice president. If a manager submits the requisition, in PO Based approval it can be setup for Direct routing such that only the VP needs to approve. However, in AME this is not possible. Intermediate approvers between the manager and the VP will have to also approve the document when using AME based approvals.

1. What is a catalog schema?

Answer------The schema of a catalog refers to the structure and organization of the catalog.A schema consists of categories and descriptors. A category classifies items;a descriptor describes items or categories. There are two types of descriptors:base and local. Base descriptors apply to all items or services in the catalog;'Supplier' is an example of a base descriptor. Local descriptors apply only toitems within a specific category. 'Ink color' is an example of a local descriptorfor the category of 'Pens'.

2. What is the Schema Editor used for?

Answer------The Schema Editor can be used to:- Create a new category- Search to modify, rename or delete a category or to edit the local descriptors for an existing category- Edit base descriptors

3. How does the Schema Editor get started?

Answer------

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The responsibility required is Internet Procurement Catalog Administration.The navigation to the Schema Editor is eContent Manager > Schema Editing.

4. Where do the categories in the Schema Editor come from?

Answer------The categories in the Catalog come from several sources: - Categories created in Oracle Applications and extracted to the online catalog - Categories that suppliers have created and uploaded to the online catalog using XML or a spreadsheet text file - Categories that have already been created using the Schema Editor.

5. How can you search for a category using the Schema Editor?

Answer------Before modifying or creating a new category the Catalog must be checked to see if that category already exists. By clicking the Search button on the Schema Editor page without entering any search criteria, you will see all the categories that currently exist in the online catalog. This will return all the categories that currently exist in the online Catalog. To search with specific criteria do the following: Enter the criteria in the box beside the Search button. The drop-down menu box on the right contains 4 choices - 'Begins with': returns only those categories that contain that begin with the string 'Contains this text': returns only those categories that contain that text string 'Suggest a category for this text': returns an intelligent match based on the text string 'Exact match only': returns an exact match on the text string Click on the Search button to start the search for a matching category.

6. How can a new category be created or viewed?

Answer------Use the Create button on the Schema Editor page to create a new category. Anew category, once created, inherits all the base descriptors (supplier,supplier item number, etc.) for the catalog. Additional based descriptors can be defined and existing ones can be modified, and local descriptors for thecategory can be added as well.

7. How can a category be renamed?

Answer------From the Schema Editor page, search for the category you want to rename andclick the Rename button. When you rename a category, all of its descriptorsand properties are retained.

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8. How can a category be deleted?

Answer------From the Schema Editor page, search for the category you want to delete andclick the Delete button. When a category is deleted, each item belonging tothe category is removed as well.

9. What are the types of category descriptors and how can they be created and modified?

Answer------There are two types of descriptors: base and local.

Base descriptors, such as 'Supplier', apply to all items or services in thecatalog. Local descriptors, such as 'Ink Color', apply only to items within aspecific category, and thus can vary from one category to another. However it is possible for categories to share a local descriptor.

To create and edit base descriptors: A) In the Schema Editor page, make sure that a category is not selected; otherwise, you will be creating a local descriptor. B) Click Edit Base Descriptors. The Descriptor Editor opens. C) If you are creating a new descriptor: - Enter a new descriptor name in the New Descriptor field - Select a descriptor type of 'String' if the descriptor is all text, or 'Numeric' if it contains numbers - Select 'Visible' or 'Hidden' to control whether the descriptor displays in the Search Results page when searching for items - Click the Create button. The new descriptor will be listed in the Descriptors scroll box; furthermore, a new field is added with a null value for all items in the category. D) If you are editing an existing descriptor: - Select the descriptor in the scroll box - Use the Rename, Delete, or Set buttons to modify the descriptor. - Select 'Visible' or 'Hidden' to control whether the descriptor displays in the Search Results page when searching for items

To create and edit local descriptors: A) In the Schema Editor page, search for and select a category. B) Click Edit Local Descriptors for this category. The Descriptor Editor appears; any local descriptors that already exist for the category will be listed at this time. C) If you are creating a new descriptor: - Enter a new descriptor name in the New Descriptor field. - Select a descriptor type of 'String' if the descriptor is all text, or 'Numeric' if it contains numbers. - Select 'Visible' or 'Hidden' to control whether the descriptor displays in the Search Results page when searching for items. - Click the Create button. The new descriptor will be listed in the Descriptors scroll box; furthermore, a new field is added with a null value for all items in the category. D) If you are editing an existing descriptor: - Select the descriptor in the scroll box.

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- Use the Rename, Delete, or Set buttons to modify the descriptor. - Select 'Visible' or 'Hidden' to control whether the descriptor displays in the Search Results page when searching for items.

10. What are the various ways that catalog information can be uploaded?

Answer------Catalog information can be uploaded from various sources:- XML file- Text file exported from a spreadsheet- Catalog Extractor accessible from the Catalog Server Loader Values window in Oracle Purchasing. This extractor imports the following items from Oracle Applications into the online catalog: - Item master items - Requisition templates - Blanket agreements and quotations created in Oracle Purchasing - Blanket agreements and quotations imported through the Purchasing Documents Open Interface.

11. What is a Table of Contents? Answer------The Table of Contents presents a hierarchical view of the catalog. Use theTable of Contents to view and create hierarchies of categories. You may findor create categories of any of the following levels in the Table of Contents: -Master categories: a category containing one or more intermediate or genus categories -Intermediate categories: a category containing one or more genus categories -Genus categories: a category containing items

Sets of genus categories may be grouped together in sub-category groupings forboth master and intermediate category levels. These categories can be editedat any time by clicking the associated Edit button. Genus categories cannot beedited. The changes you make to the Table of Contents are visible immediately in the online catalog.

12. Can a category be assigned to multiple Table of Contents entries?

Answer------Yes - A category that was previously assigned to one Table of Contents may beassigned to another Table of Contents entry.

12. Why should Oracle Purchasing categories be mapped to catalog categories?

Answer------Category mapping (Map Categories button)enables you to map categories defined in Oracle Applications to catalog categories defined in iProcurement. Catalog categories are created using the Schema Editor page or uploaded through XML or spreadsheet catalog files. These catalog categories do not necessarily match

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the categories created in Oracle Applications; however, Oracle Purchasing will not process orders against catalog categories unless they are mapped to categories defined in Oracle Applications. If you or a supplier uploads catalog data that contains categories that are not defined in Oracle Applications, they must be mapped before they can be used on a purchase order or agreement.

13. What does Map Categories do?

Answer------Oracle Categories are mapped to Catalog Categories.

14. What does Map Special Order do?Answer------Catalog Categories are mapped to Oracle Categories.

15. How are Oracle categories mapped to catalog categories?

Answer------From the Map Categories page, select the Oracle Applications category on theleft-hand side of the window, choose the catalog category or categories thatneed to be mapped on the right-hand side of the window, and click the Mapbutton. Note that you cannot map to a category that contains subcategories(denoted with a '+' besides it); however, you can select a '+' marked categoryand click the Open Entry button to map to categories within it.

16. How can the current category maps be viewed in Map Categories?

Answer------To view the current mapping for a catalog category, select it from the CatalogCategory list in Map Categories. The Oracle Applications category to which it is mapped is indicated in the Current Mapping field.

17. How can you determine if a catalog category has already been mapped?

Answer------An asterisk mark is appended to the catalog category to indicate that it hasalready been mapped.

18. How the current category mapping be removed?

Answer------From the Map Categories page, select an asterisked (*) Catalog Category; anasterisk is appended to catalog categories that have already been mapped. The

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current mapping for the category is displayed in the Current Mapping field. Toproceed, click the Remove button. Note that all your mappings to the selectedcatalog category will be removed and that mappings cannot be selectivelyremoved.

19. Can you map multiple Oracle categories to a single Catalog category?

Answer------Multiple Oracle categories can be mapped to a single Catalog (iProcurement)category.This determines which Catalog (iProcurement)category used for the item whencreating the requisition in iProcurement. Once the item is on an iProcurementrequisition it is the mapping of the Catalog category done in "Special Order Mapping"which determines the category that gets put onto a requisition in the core Purchasing application.

1. How Do I Disable the Emergency Requisition Feature.

Answer------To disable the emergency requisition feature you will need to enable function security, which is discussed in note: 134168.1. Once this is done you will needto add the “Create Emergency Req” function to the responsibility that you have chosen to assign to users.

2. What is a Information template.

Answer------Information Templates are used to pass necessary order processing information to suppliers. For example, you can implement information templates for items like business cards that require additional information (name, address, email, phone) from the requester.

3. What is a Realm.

Answer------A realm is a set of access privileges to internal catalogs, external catalogs, or categories within internal catalogs. Realms appear as securing attributes in the System Administrator User window; they are assigned to users in exactly the same manner as securing attributes are assigned.

4. How do I customize the Purchasing News Page.

Answer------Prior to patchset F this is how to customize purchasing news.1. Using any HTML or text editor, open the PORPNEWS.htm file. This file is available in the language subdirectory of OA_HTML. OA_HTML is the virtual path for documents in the web server’s setup.

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2. Change the contents of the PORPNEWS.htm file as required.

3. Save the file.

After Patchset F you can now create purchasing news, policies, online help index and content files to be operating unit specific.To set up Multi-Operating Unit functionality:

Please refer Metalink Note 251807.1

5. How do I customize the Purchasing Policies Page.

Answer------Please refer Metalink Note:184664.1