2Getting Started with a Procurement Rapid Implementation

This chapter contains the following:

Getting Started with Your Procurement Rapid Implementation: Procedure

Use the procurement rapid implementation task list to implement the Procurement offering if your organization has simple setup requirements. The task list reduces the number of tasks to those which are required or commonly used.

You can use procurement rapid implementation task list for many types of procurement offering configurations. For example, to implement a Procure to Pay process, or for standalone implementations of Oracle Fusion Sourcing or Oracle Fusion Supplier Qualification.

Information covered in this topic includes:

  • Creating a procurement rapid implementation task list.

  • Using the tasks in the rapid implementation task list.

To create a procurement rapid implementation task list:

  1. From the Setup and Maintenance work area, click the Tasks tab and select Manage Implementation Projects.

  2. On the Implementation Projects page, in the Search Results section, click the Create icon.

  3. On the Create Implementation Project page, enter the basic information for the project, then click the Next button.

  4. On the Create Implementation Project: Select Offerings to Implement page, do not select an offering.

  5. Click the Save and Open Project button.

  6. On the Implement Project page, in the Task Lists and Tasks section, click the Select and Add icon.

  7. On the Select and Add: Task Lists and Tasks page, search for and apply the Define Procurement Configuration for Rapid Implementation task list. Then click Done.

  8. On the Implementation Project page, expand the Define Procurement Configuration for Rapid Implementation folder.

  9. Review the included task lists and tasks.

  10. Remove task lists from the project for any optional modules or features not in your implementation. You can also remove or add individual tasks to meet the specific requirements of your implementation.

This table lists and describes the main rapid implementation task lists and tasks for setting up enterprise structures and common procurement configuration.

Task List or Task Name Description

Define Enterprise Structure for Procurement Rapid Implementation

Two versions of this task list are provided. One is for rapid implementations where the Purchasing optional module is included. The other is for implementations when Purchasing is excluded. Select the one which applies for your implementation, and remove the version which does not apply.

In the version including Purchasing, you can use spreadsheet upload utilities for business units, legal entities, chart of accounts, banking structures, and more.

Define Common Procurement Configuration for Rapid Implementation

Use this task list for all rapid implementations. It includes setup tasks used across all the Oracle Fusion Procurement applications.

Use this task list to perform the following tasks, and more:

  • Configure Basic Enterprise Structure for Procurement

  • Define Supplier Configuration for Rapid Implementation

  • Define Basic Catalogs for Procurement Rapid Implementation

Configure Basic Enterprise Structure for Procurement

Use this task to run an automated process that performs several enterprise structure setup tasks.

Define Procurement Security Configuration for Rapid Implementation

Use this task list for all rapid implementations. Use it to define application users, assign them roles, and define procurement agents.

Use the following task lists to configure the applicable optional modules for your rapid implementation:

  • Define Purchasing Configuration for Rapid Implementation

  • Define Self-Service Procurement Configuration for Rapid Implementation

  • Define Supplier Portal Configuration for Rapid Implementation

  • Define Sourcing Configuration for Rapid Implementation

  • Define Supplier Qualification Configuration for Rapid Implementation

  • Define Procurement Contract Terms Configuration for Rapid Implementation

  • Define Invoicing and Payments Configuration for Rapid Implementation

Define Enterprise Structure for Procurement Rapid Implementation: Overview

When you perform a procurement rapid implementation, there are two task lists to select from for configuring enterprise structures. The two versions vary by either including or excluding purchasing-related tasks. Use the version that is most suitable for your implementation, depending on whether you are including or excluding the Purchasing optional module.

Task List: Define Enterprise Structure for Procurement Rapid Implementation, including Purchasing

Select this task list when your organization is implementing the Purchasing optional module. Use it to complete tasks for configuring legal and financial reporting structures to support procurement processes. The task list includes spreadsheet upload tasks to help define these enterprise structure configurations.

This table lists the spreadsheet upload tasks you can use to define enterprise structures in your rapid implementation.

Task Structures

Create Chart of Accounts, Ledger, Legal Entities, and Business Units in Spreadsheet

Chart of accounts, accounting calendar, ledgers and ledger configuration.

Legal addresses, legal entity and legal entity registrations, assigning legal entities to ledgers.

Business units, assigning business functions to business units, and more.

Create Banks, Branches, and Accounts in Spreadsheet

Banks, bank branches, and accounts.

Task List: Define Enterprise Structure for Procurement Rapid Implementation, excluding Purchasing

Select this task list when your organization is not implementing the Purchasing optional module. For example, when you are performing standalone implementations of Oracle Fusion Sourcing or Oracle Fusion Supplier Qualification. Such implementations may not require you to configure financial reporting structures, but still require you to define legal entities with tasks such as:

  • Manage Legal Addresses

  • Manage Legal Entities

  • Manage Legal Entity Registrations

Find the two versions of the Define Enterprise Structure for Procurement Rapid Implementation task lists in the Setup and Maintenance work area. They are under the Define Procurement Configuration for Rapid Implementation task list. To create a procurement rapid implementation task list, see the topic: Getting Started with Your Procurement Rapid Implementation: Procedure.

Configure Basic Enterprise Structure for Procurement: Overview

When you perform a procurement rapid implementation, you have the option to use the Configure Basic Enterprise Structure for Procurement task. Use it for implementations of small and medium-sized organizations, to create a centralized procurement system for indirect, expense-type purchasing.

Task: Configure Basic Enterprise Structure for Procurement

To perform this setup task you run an automated program, the Enterprise Scheduler Service (ESS) scheduled process Configure Basic Enterprise Structure for Procurement.

To submit the process, first enter two input parameters: Centralized Procurement Business Unit Name, and Currency.

When you submit the process, the following enterprise structure setup tasks are configured automatically, based on existing enterprise structures set up for the organization:

  • Creates a new business unit with the procurement business function, and configures it as a service provider for all other business units in the organization.

  • Configures each business unit with the requisitioning business function.

  • Creates an item organization, which is the master inventory organization.

  • Creates one inventory organization for each of the other business units.

  • Configures the inventory organization parameters and receiving parameters for each inventory organization created.

  • Creates a workday shift, pattern and schedule.

  • For the procurement business unit, creates a common content zone and catalog. Provides users in all requisitioning business units access to all agreements and master items while creating requisitions.

  • Creates most commonly used units of measure and their standard conversions.

Find the Configure Basic Enterprise Structure for Procurement task in the Setup and Maintenance work area. The task is under the Define Common Procurement Configuration Rapid Implementation task list. To create a procurement rapid implementation task list, see the topic: Getting Started with Your Procurement Rapid Implementation: Procedure.