Perform these configuration steps for Oracle Procurement and Spend Analytics deployed with Oracle Spend Classification. For implementing Oracle Spend Classification and required patches, refer to the Oracle Spend Classification product documentation.
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 BI repository (for more information about removing Oracle Spend Classification metadata, 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 (RPD), 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