About Integrating Procurement and Spend Analytics with Spend Classification

Perform these configuration steps for Oracle Procurement and Spend Analytics deployed with Oracle Spend Classification.

For implementing Oracle Spend Classification and required patches, search for documents about Oracle Spend Classification on My Oracle Support.If you are not implementing Oracle Spend Classification, you might choose to remove or hide the Oracle Spend Classification integration metadata from the Presentation layer of the Oracle BI Repository . See Removing Spend Classification Integration Metadata.

Note:

Oracle Spend Classification is not part of the core Oracle BI Applications product suite, and is not packaged with any module of Oracle BI Applications. It is a separate solution offered by Oracle, and a separate license is required. If you are interested in licensing and implementing Oracle Spend Classification, then contact your Oracle Sales Representative.

Overview to Oracle Spend Classification Integration

Oracle Spend Classification is a complementary product that can be used in conjunction with Oracle Procurement and Spend Analytics to improve the accuracy of Spend by converting 'unclassified' Spend into item categories. Oracle Procurement and Spend Analytics is designed to work with or without Oracle Spend Classification.

Typical procurement systems will have many PO, Invoice, and Expense Transactions without reference to item and item categories, and in most cases they might have item descriptions in a free text format. When you implement Oracle Procurement and Spend Analytics, these transactions will come into the system as 'Unclassified' because they do not have corresponding items and/or item categories. This issue is more prominent if your organization's Spend constitutes a major portion of Indirect Spend.

Oracle Procurement and Spend Analytics is installed with infrastructure required to feed data from Oracle Business Analytics Warehouse to Oracle Spend Classification, and feed the classified data back into Oracle Business Analytics Warehouse . This Infrastructure is provided as an additional feature for those customers who would like to take the advantage of both Oracle Procurement and Spend Analytics and Oracle Spend Classification.

If you choose not to use Oracle Spend Classification, Oracle Procurement and Spend Analytics can be deployed as a stand alone solution, and the features of Procurement and Spend Analytics can be deployed without any dependency on Oracle Spend Classification.

About the Oracle Spend Classification Metadata

This section describes the Oracle Spend Classification metadata and repository metadata that is available for use with Oracle Spend Classification.

The following facts are integrated with Oracle Data Classification to enrich and automatically assign category codes.

  • W_AP_INV_DIST_F

  • W_PURCH_COST_F

  • W_RQSTN_LINE_COST_F

There are five types of taxonomy supported: UNSPSC, Oracle Purchasing Categories, and three custom categories. The classification resuLogical Table Source are stored in these columns:

  • AUTO_UNSPSC_WID

  • AUTO_PURCHASING_CATEGORY_WID

  • AUTO_CUSTOM_CATEGORY1_WID

  • AUTO_CUSTOM_CATEGORY2_WID

  • AUTO_CUSTOM_CATEGORY3_WID

In the Analytics metadata repository, the following is configured by default:

  • UNSPSC, Oracle Purchasing Categories, and Custom Category1 are configured up to the Business Model and Mapping layer. The facts and dimension names are as follows:

    • Fact - Spend and AP Invoice Distribution

    • Fact - Purchasing – Order

    • Fact - Purchasing – Requisition

    • Dim - Auto UNSPSC

    • Dim - Auto Purchasing Category

    • Dim - Auto Custom Category1

  • In the Presentation Layer, 'Procurement and Spend - Invoice Lines' contains the columns for data classification, under the following folders:

    • Data Classification

    • Auto UNSPSC

    • Auto Purchasing Category

    • Auto Custom Category 1

Tasks

Deploying UNSPSC, Oracle Purchasing Categories, and Custom Category1

Follow these steps to expose UNSPSC, Oracle Purchasing Categories, and Custom Category1 for your Purchase Order and Purchase Requisition Subject Area.

  1. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd).

    The repository file is located in the \bifoundation\OracleBIServerComponent\coreapplication_obis<n>\repository folder.

  2. In the Presentation layer:
    1. Expand the folder 'Procurement and Spend - Invoice Lines'.
    2. Multi-select the following folders and right-click to copy:

      • Data Classification

      • Auto UNSPSC

      • Auto Purchasing Category

      • Auto Custom Category 1

    3. To implement Oracle Spend Classification in Purchase Orders, select the folder 'Procurement and Spend - Purchase Orders' and right click to paste in the folders.
    4. To implement Oracle Spend Classification in Purchase Requisitions, select the folder 'Procurement and Spend - Purchase Requisitions' and right-click to paste in the selected folders.
    5. Verify the new folders.
    6. If required, re-order the folders as you would like the folders to be displayed to business users in the Presentation Services catalog.
  3. Save and close the repository.

Deploying the Additional Custom Category2 and Custom Category3

This task uses the Fact_W_AP_INV_DIST_F fact as an example, though you can also apply the steps to deploy other facts.

  1. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd).

    The repository file is located in the \bifoundation\OracleBIServerComponent\coreapplication_obis<n>\repository folder.

  2. In the Physical layer:
    1. Right-click on 'Dim_W_PROD_CAT_DH_AUTO_CUSTOM_CATEGORY1' under 'Oracle Data Warehouse' and select Duplicate.
    2. Rename it as 'Dim_W_PROD_CAT_DH_AUTO_CUSTOM_CATEGORY2'.
    3. Join dimension 'Dim_W_PROD_CAT_DH_AUTO_CUSTOM_CATEGORY2' and fact 'Fact_W_AP_INV_DIST_F' using the following condition: 
      Dim_W_PROD_CAT_DH_AUTO_CUSTOM_CATEGORY2.ROW_WID = Fact_W_AP_INV_DIST_F.'AUTO_CUSTOM_CATEGORY2_WID
  3. In the Business Model and Mapping layer:
    1. Immediately below table 'Dim - Auto Custom Category1', create 'Dim - Auto Custom Category2'.
    2. Immediately below hierarchy 'Auto Custom Category1', create 'Dim - Auto Custom Category2' based on the physical table 'Dim_W_PROD_CAT_DH_AUTO_CUSTOM_CATEGORY2'.
    3. Join 'Dim - Auto Custom Category1' to 'Fact - Spend and AP Invoice Distribution'.
    4. Edit 'Fact - Spend and AP Invoice Distribution'. Fact_W_AP_INV_DIST_F. Display the Content tab, and set the level of 'Auto Custom Category2' to 'Custom Hierarchy Base Level'.
  4. In the Presentation layer:
    1. Create a sub-folder called 'Auto Custom Category 2' in the 'Procurement and Spend - Invoice Lines' folder. Edit folder and add this exact string to the Description box.

      Auto Custom Category2 becomes a sub-folder of Data Classification.

    2. Order this folder so that it is after 'Auto Custom Category 1'.
    3. Drag the 'Dim - Auto Custom Category1' columns from the Business Model and Mapping layer into the 'Auto Custom Category 2' folder in the Presentation layer.
  5. Save and close the repository.
  6. Repeat steps 2 - 5 for Custom Category3.