The chapter discusses the prerequisite products and the post-installation setup required to use Oracle Project Procurement Command Center Plus.
This chapter covers the following topics:
To use Oracle Project Procurement Command Center Plus, you must have the following:
Release 12.1.3 of Oracle E-Business Suite
License for Oracle EBS Advanced Project Planning and Control
License for Oracle EBS Purchasing
Additionally, as Oracle Project Procurement Command Center Plus interacts with the following products, licensing and implementing these products is optional, but use of these products would enable a more complete experience and the optimal business information:
Oracle iProcurement – Provides the ability to create requisitions from the command center.
Oracle Sourcing – Provides the ability to create and manage supplier negotiations.
Oracle Supplier Lifecycle Management and Oracle Supplier Hub – Provides the ability to search suppliers using additional information, such as user-defined attributes (UDAs).
Oracle Inventory – Provides the ability to search and track inventory items.
Oracle Payables – Provides the ability to view invoice and payment information.
Prior to performing Oracle Project Procurement Command Center Plus setup steps, you must ensure that the following are completed:
Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 (Doc ID 2165363.1).
Download and install patch 23758998:R12.PRC_PF.B, see patch readme for details about the patch.
Complete the following post-installation steps:
Required Steps
Note: Following these installation and configuration steps does not ensure you have Project Procurement up and running within your organization. Deployment of this application goes above and beyond installation and configuration steps. It involves bringing about process changes within your organization around how the project-management team, the engineering team and the procurement team interact with each other during the planning and execution of the project. The team adopting project procurement will need to understand the value this application is trying to drive, and will need to enable this feature at the template and / or project level.
Set up the following profile options for Oracle Project Procurement Command Center Plus:
PO: Item and Supplier Analysis Data-load Cut-off – Set an applicable date based on how much data you want to use when evaluating items and suppliers. This profile value determines the historical procurement documents, such as requisitions, purchase orders, agreements, and negotiations that are loaded into the data set that supports the Supplier and Item Analysis pages. The application does not load any data beyond this cut-off and compares this date with the creation date of the document header to determine the document information to load. You must set the value in the canonical date format (example: 2010/01/01).
Note: If you choose a date that is too far in the past, then the amount of data to be loaded increases, resulting in longer full-load and incremental-load times, and more memory resources demanded by the Endeca server. If you select too recent a date, then the insights might not be extensive or accurate.
Set up access privileges for project manager and project buyer users as follows:
For project manager users, set up the following for the Projects Super User responsibility:
Role Name - UMX|PA_PSC_ENDECA_ACCESS_ROLE
Grant Name - PA_PSC_ENDECA_ACCESS_GRANT
Permission Set Name - PA Project Procurement Endeca Access Permission Set
For project buyer users, set up the following for the Project Procurement (Buyer) responsibility:
Role Name - UMX|PO_PSC_ENDECA_ACCESS_ROLE
Grant Name - PO_PSC_ENDECA_ACCESS_GRANT
Permission Set Name - Purchasing Project Procurement Buyer Permission Set
See: Oracle E-Business Suite Security Guide and the 'steps to add product-specific roles to responsibilities to provide user access to Endeca-related pages and components in Oracle E-Business Suite' section in My Oracle Support note 1497685.1
Enable procurement planning on project templates that you intend to use for creating projects that you will enable for Oracle Project Procurement Command Center Plus. Use the Project Template Setup page. See: Specifying Project and Task Options for a Template, Oracle Projects Fundamentals Guide. The option value defaults to new projects created from templates with procurement planning enabled.
Select a financial plan type for procurement reporting that the application uses to compare actual results to planned values. You can select a predefined financial plan type or a user-defined financial plan type. To create your own financial plan type, see Financial Plan Types and Defining Financial Plan Type, Oracle Projects Implementation Guide.
Note: Only a forecast financial plan that is set up as cost and revenue planned together is eligible for selection.
Enable a project for procurement planning. If the option value is not defaulted from a template, then you can update the project setup option to enable procurement planning for a project after it is created. You can only upload procurement plans or view projects in the Oracle Project Procurement Command Center Plus pages that have been enabled in the project setup. Project managers can access the Setup page using the following navigation: Projects: Delivery > Search Projects > Advanced Search > Search results > Project Name link > Procurement tab > Setup sub tab
Note: Only projects that have shared structure are eligible for procurement planning.
Ensure there is at least one record in excel before you run the Full Load Graph to load applicable data from the data source to the Oracle Endeca ETL layer. See: Running the Full Load Graph
Set up the scheduler for incremental refresh. See: Setting up the Scheduler for Incremental Refresh
Optional Steps
You can use the predefined expenditure types or define applicable expenditure types to specify in the procurement plan. See: Expenditure Types and Defining Expenditure Types, Oracle Projects Implementation Guide.
You can use the predefined values in the PA_PSC_SUPP_SELECTION lookup to select applicable values for the Priority 1 and Priority 2 columns of the PO_PROC_PLAN_LINE_INTERFACE table. Else, you can set up applicable values for the user extensible PA_PSC_SUPP_SELECTION lookup to specify priority 1 and priority 2 values. See: Application Utilities Lookups and Oracle Application Object Library Lookups, Oracle E-Business Suite Developer's Guide
Enable touch-less processing for purchase requisitions created from the Oracle Project Procurement Command Center Plus command center by setting up automatic sourcing. See: Setting up Automatic Sourcing, Oracle Purchasing User's Guide.
Configure filtering components. See: Filtering Components in Oracle Endeca, Oracle E-Business Suite Information Discovery Integration and System Administration Guide
Update the White List that appears in the Tag Cloud of the Item Analysis page. Access the TagList.xlsx in Item sandbox (poprocitemetl.zip -> data-in folder) when you run the full load graph and update the excel sheet as per your requirements.
Once you have run the full load graph in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 document (Doc ID: 2165363.1), attribute configuration is loaded for all seeded attributes. Additionally, you need to run the following full data loads as follows:
To run a full Endeca Refresh on the Integrator Server:
Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler, for example, Project Procurement Full Load Scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Execute graph from the Task Type list.
Select po-proc, po-proc-item and po-proc-sup from the Sandbox list one after another. Ensure to run the full load graph for each of these sandboxes.
Select as follows from the graph list:
po-proc (FullLoadConfig.grf) when you select po-proc sandbox
po-proc-item(Full.grf) when you select po-proc-item sandbox
po-proc-sup(Full.grf) when you select po-proc-supp sandbox
Click Create to set the scheduler.
Once the Full graph is run in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.1 V7 document (Doc ID: 2165363.1), initial data load for Oracle Project Procurement Command Center Plus is complete. For incremental refresh, you must determine how often the Endeca data should be refreshed from EBS depending upon your organizational requirements. Oracle recommends that you keep this near real time. As the data is updated in the EBS, you need to ensure it is updated in the Endeca MDEX server. You set up the Scheduler to load incremental graphs depending on the volume of information requiring update.
To set up the scheduler:
Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler, for example, Project Procurement Incremental Load Scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
Select po-proc, po-proc-item, and po-proc-sup from the Sandbox list one after another. Ensure to run the full load graph for each of these sandboxes.
Select as follows from the graph list:
po-proc(IncrementalLoadConfig.grf) when you select po-proc sandbox
po-proc-item(Incremental.grf) when you select po-proc-item sandbox
po-proc-sup(Incremental.grf) when you select po-proc-sup sandbox
Click Create to set the scheduler.
The following views are used by the ETL layer in Endeca to load and display command center, item analysis, and supplier analysis data to the Endeca data store:
PO_ENDECA_BWC_PROCPLAN_V – View to extract procurement plan and related document data for full load graph – po-proc
PO_ENDECA_BWC_PROCPLAN_INC_V - View to extract procurement plan and related document data for incremental graph –po-proc
PO_ENDECA_BWC_PROC_VERSION_V – View to extract data for the revision data of the procurement plan lines for full and incremental load – po-proc
PO_ENDECA_ITEMS_PROCUREMENT_V - View to extract item related data for system items for full load graph - po-proc-item
PO_ENDECA_ITEMS_PROC_INC_V - View to extract item related data for system items for incremental graph - po-proc-item
PO_ENDECA_ITEMS_ASL_INC_V – View to extract data for approved supplier lists for incremental graph - po-proc-item
PO_ENDECA_ITEMS_QTY_INC_V - View to extract data for quantity available data for incremental graph- po-proc-item
PO_ENDECA_SUPPLIER_ANALYSIS_V - View to extract data for supplier data for full load graph- po-proc-sup
PO_ENDECA_UDA_ATTRS_V - - View to extract data for supplier user defined attributes for incremental graph - po-proc-sup
PO_ENDECA_SUPP_ANALYSIS_INC_V - View to extract data for supplier data for incremental graph - po-proc-sup
These views load data from Oracle Projects and Oracle Procurement (purchase orders, agreements, negotiations, and suppliers and eligible items) into the ETL.
Oracle Project Procurement Command Center Plus enables:
Project managers to use the Project Super User responsibility and Projects: Delivery menu item to access the Advanced Project Planning and Control interface. This page serves as the starting point for project procurement planning. Users must select the Procurement link from the Actions column set for a project in the project list table to access the Procurement tab and the project manager command center. Additionally, the Item Analysis and Supplier Analysis menu items are available as sub-tabs within the Procurement tab.
For further details, see: Chapter 3 – Planning Procurement: Project Manager Actions and Chapter 5 – Analyzing Items and Suppliers.
Project buyers to use the Project Procurement (Buyer) responsibility and Command Center menu item. The buyer command center serves as the starting point for project procurement processing. Additionally, the Item Analysis and Supplier Analysis menu items are available as sub-tabs in the Procurement menu.
For further details, see: Chapter 4 – Processing Procurement: Project Buyer Actions and Chapter 5 – Analyzing Items and Suppliers