Contents
1 Overview
2 Getting Started with a Procurement Rapid Implementation
- Get Started with Your Procurement Rapid Implementation
- Enterprise Structure for Procurement Rapid Implementation
- How You Configure Basic Enterprise Structure for Procurement
- Get Started with Oracle Supplier Portal Configuration
3 Synchronization of Users and Roles from LDAP
4 Implementation Users
5 Currencies and Currency Rates
- Currencies
- Conversion Rate Types
- Daily Rates
6 Enterprise Structures for Procurement
- Overview of Enterprise Structures
- Enterprise Structures Business Process Model
- Guidelines for Configuring Global Enterprises
- Model Your Enterprise Management Structure
- Essbase Character and Word Limitations
- Initial Configuration with the Enterprise Structures Configurator
- How You Establish Enterprise Structures Using the Enterprise Structures Configurator
- How You Roll Back an Enterprise Structure Configuration
- Design an Enterprise Configuration
- Divisions
- Overview
- How You Create Legal Entities in the Enterprise Structures Configurator
- Model Legal Entities
- Business Units
- Considerations for Creating Business Units in the Enterprise Structures Configurator
- Reference Data Sets and Sharing Methods
- How Business Units Work with Reference Data Sets
- How You Create Reference Data Sets in the Enterprise Structures Configurator
- Considerations for Using Jobs and Positions
- Examples of Positions
- Examples of Jobs
- Job and Position Structures
- FAQs for Initial Configuration
- Reference Data Sharing
- Enterprise HCM Information
- Enterprise Manage Locations
- Locations
- FAQs for Manage Locations
- Why can't I see my location in the search results?
- What happens if I select a geographic hierarchy node when I create or edit a location?
- What happens if I select an inventory organization when I am creating or editing a location?
- What happens if I inactivate a location?
- How can I associate a location with an inventory organization?
- Define Geographies
- How You Set up Address Cleansing
- How Geography Structure, Hierarchy, and Validation Fit Together
- Geography Structures
- Geography Hierarchy
- How do I manage geography validation?
- How do I import geographies?
- How do I import Non-Oracle Licensed geography data?
- Import Your Country Structure Data
- Example of Importing Country Structure Data
- How You Import and Export Territory Geography Zones
- How do I manage Geography Structures, Hierarchies, and Validation?
- FAQs for Define Geographies
- When do I define address cleansing?
- Why can't I update a geography structure by copying an existing country structure?
- Why can't I delete a level of the country geography structure?
- How do I add a geography to the geography hierarchy?
- Edit a Specific Geography in the Geography Hierarchy
- How can I add a geography that's at a lower level to any geography in a geography hierarchy?
- Why is Import Geography Data Disabled in Manage Geographies?
- FAQs for GBG | Loqate Support
- How to Import Nokia Geography Data
- How many countries does Loqate support? How do I get support for any additional country?
- Will I be charged for Loqate data?
- I am an existing customer, how will I be impacted? Can I import both Loqate and Nokia geography data?
- How frequent are updates to Oracle licensed geography reference data available?
- How is geography data updated? Are updates available for all countries at the same time?
- Can I import Vertex or other third-party geography data in Manage Geographies?
- Can I import geography data for multiple countries in one import job?
- Legal Jurisdictions and Authorities
- Legal Entity
- Manage Legal Entity HCM Information
- Examples of HCM Organization Models
- How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
- FAQs for Manage Legal Entity HCM Information
- Manage Legal Entity Tax Profile
- Party Tax Profiles
- Considerations for Specifying First-Party Tax Profile Options
- FAQs for Manage Legal Entity Tax Profile
- Define Legal Reporting Units
- Manage Chart of Accounts Structures and Structure Instances
- Chart of Accounts
- Thick Versus Thin General Ledger
- Chart of Accounts Components
- Create Chart of Accounts, Ledger, Legal Entities, and Business Units in Spreadsheets
- How Charts of Accounts, Ledgers, Legal Entities, and Business Units Are Created Using Spreadsheets
- Example of One Chart of Accounts Structure with Many Instances
- Create a Chart of Accounts Structure and Instance
- Overview of Balancing Segments
- Considerations for Multiple Balancing Segments
- Example of Using Multiple Balancing Segments
- FAQs for Manage Charts of Accounts Structures and Structure Instances
- Define Chart of Accounts for Enterprise Structures Value Sets and Value Set Values
- Value Sets for Charts of Accounts
- Create a Value Set for Your Chart of Accounts
- Configure Chart of Account Segments for Business Intelligence
- FAQs for Chart of Accounts Value Sets and Value Set Values
- Define Chart of Accounts for Enterprise Structures Manage Accounting Calendars
- Accounting Calendar Options
- How Accounting Calendars Are Validated
- FAQs for Manage Accounting Calendars
- Define Accounting Configurations of Enterprise Structures Manage Primary or Secondary Ledgers
- Define Accounting Configurations of Enterprise Structures Specify Ledger Options
- Define Accounting Configurations of Enterprise Structures Manage Reporting Currencies
- Define Business Units Manage Business Units
- Define Business Units Assign Business Unit Business Function
- Define Business Units Manage Service Provider Relationships
- Define Business Units Specify Customer Contract Management Business Function Properties
- Define Business Units Specify Supplier Contract Management Business Function Properties
- Define Workforce Structures Manage Locations
- Locations
- Define Workforce Structures: FAQs for Manage Locations
- Why can't I see my location in the search results?
- How can I associate a location with an inventory organization?
- What happens if I select an inventory organization when I am creating or editing a location?
- What happens if I select a geographic hierarchy node when I create or edit a location?
- What happens if I inactivate a location?
- Define Workforce Structures Manage Divisions
- Define Workforce Structures Manage Departments
- Define Workforce Structures FAQs for Manage Job Families
- Define Workforce Structures Manage Job
- Define Facilities Manage Facility Shifts, Workday Patterns, and Schedules
- Define Facilities Manage Inventory Organizations
- Define Facilities Manage Item Organizations
7 Budgetary Control and Encumbrance Accounting
- How You Define the Funds Reservation Point for Purchasing Documents
- How You Define the Default Date Rule for the Budgetary Control Liquidation
- How You Define Funds Override Rules for a Control Budget
8 Security for Procurement
9 Approval Management for Procurement
- Overview of Managing Approvals and Notifications
- Before Setting Up Approvals
- Employee Supervisor Hierarchy
- Approval Rules Management for Procurement
- Various Aspects of Approval Rules
- User-Defined Attributes
- Assignments and Routing
- How Workflow Task Routing Is Mapped Out
- Types of Participants
- Disable Stages or Participants
- Create Approval Groups
- Configure Approval Rule Sets and Rules
- List Builders
- Define Rules to Automatically Approve or Reject Workflow Tasks
- Create Rules in Advanced Mode
- Prevent Assigning Approvals to Specific Users
- When Tasks Are Automatically Released to Approval Groups
- Limit Whom to Reassign or Delegate Workflow Tasks To
- How You Can Regularly Reassign Pending Approvals for Workers That Become Inactive
- Define People to Support Workflow Tasks
- Define the Due Date and Expiration Policies for Workflow Tasks
- Oracle Sourcing Approvals Setup
- About Configurations for Oracle Sourcing Notifications
- Workflow Email Notification Setup
- Disable or Enable Workflow Notifications
- Synchronize Notifications in the Global Header and Home Page with Workflow Tasks
- More Setup for Workflow Email Notifications
- Define When to Send Workflow Notifications
- Aggregate Tasks to Minimize the Number of Notifications to Send
- Remove Prefix from Subject Lines and Titles in Workflow Notifications
- Show Approve and Reject Options in Notifications
- Add Header Content to Workflow Email Notifications
- Set Up the From Field in Workflow Email Notifications
- Send Test Workflow Email Notifications to One Address
- Reflect Changes from Edited Reports Sooner
- Approval and FYI Notifications That Are Used in Purchasing with BPM Tasks
- Configurable Email Notifications
- Configure Procurement Workflow Notifications
- Reports and Data Models Used for Procurement Notifications Based on Reports
- Best Practices for Content and Layout in Workflow Notifications
- Add a Branding Logo and Change Other Shared Components in Workflow Notifications
- Use Quick Parts for Workflow Notifications
- Preview Changes and Upload Layout Templates for Workflow Notifications
- Set Up Content to Appear in Only Email or In-App Workflow Notifications
- Configure Purchase Order Email Approval Notifications Using Reports
- Configure Oracle Sourcing Notifications Using Reports
- Configure Supplier Registration Approval Decision Notifications Using Reports
- How You Configure Respond to Questionnaire and Evaluate Qualification Notifications Using Oracle Analytics Publisher
- How You Configure Buyer Negotiation PDF with Oracle Analytics Publisher
- How You Configure Supplier Negotiation PDF with Oracle Analytics Publisher
- Define Where and How Users Can Act On Workflow Tasks
- Attributes to Create Reports and Analytics on External Cost Factors Using OTBI
- Requisition and Purchasing Document Approvals
- Approval Rules
- Purchasing Approval Stages
- How You Use Project Information in Approval Rules for Requisitions and Orders
- How You Manage Funds Override Approval Rules for Requisitions and Purchase Orders
- How You Set Up Approval Rules for Purchasing Documents with Outside Processing Items
- How You Define Complex Approval Rules by Nesting Conditions
- Create an Approval Rule Based on the Chart of Accounts Segment
- How You Route Requisitions for Approval Based on Any Segment of the Charge Account
- How You Route Purchase Orders for Approval Based on Any Segment of the Charge Account
- Configure Approval Rules for Purchasing Documents and Requisitions Using Mapping Sets
- Configure the Rejection Reason for Autorejected Purchasing Documents and Requisitions
- How You Manage User-Defined Attributes in Approvals
- How You Reassign Pending Purchase Order Approvals to a New Approver
- How You Reassign or Delegate Specific Approval Tasks
- How You Work with Vacation Rules
- Privileges You Require to Edit or View Requisitions and View Purchase Orders for Approval Notifications
- Considerations for Setting Up Requisition Approval Task
- Example of Requisition Approval Policy
- Considerations for Setting Up Self Service Procurement Task Driven Configuration
- Approval Rules for Internal Material Transfer Requisitions
- Requisition Attributes
- Purchase Order and Purchase Agreement Attributes
- Work Confirmation Attributes
- Supplier Approvals Setup
- Supplier Registration Approvals Setup
- Supplier Profile Change Approvals Setup
- Internal Supplier Profile Change Approvals Setup
- Supplier Spend Authorization Approvals Setup
- Oracle External Purchase Price Approvals Setup
- Configure Business Rules for Item Replacement Notifications
- Task Life Cycle Setup
- Electronic Signature
- Transaction Console
- Monitor and Troubleshoot
- Audit the Changes Made to Task Configurations
- Manage Workflow Transactions
- Statuses for Filtering Transactions
- Automatically Refresh Transaction Statuses
- Actions for Managing Transactions
- Archive and Purge Transactions
- Make the Days Parameter Available for Archiving Transactions
- Things to Check If There Are Issues with Workflow Tasks
- Document Approvals in Procurement
- How You Bypass Approvals for Automatically Submitted Purchase Orders
- How can I route a purchase order for approval to a project manager's reporting hierarchy?
- How can I route a purchasing document for approval based on the requester's supervisory hierarchy?
- How can I bypass approvals when importing purchasing documents using file-based data import?
- How can I bypass approvals when creating purchase orders using the Purchase Order web service?
- Review Employee Vacation and Delegation Rules
- Business Cases
10 Help Configuration
- Set Up Help
- Hide or Show Help Icons
- Give People Access to Create and Edit Help
- Create Groups to Limit Access to Added Help
- Embedded Help Management
11 Application Toolkit Configuration
- Map Reports to Work Area
- Set Watchlist Options
12 Maintain Common Reference Objects
- Why can't I edit setup data?
- How can I determine which languages appear in the Translation Editor?
- How do I define whether the user image, name, or initials display in the global header?
- Set General Preferences for All Users
- Set a Banner Message in the Global Header
- Define Application Taxonomy
- Define Reference Data Sharing
- Define ISO Reference Data
- Considerations for Defining Currencies
- Euro Currency Derivation
- Considerations for Natural Languages
- FAQs for Define ISO Reference Data
- When do I create or edit territories?
- When do I create or edit industries?
- When do I associate industries with territories?
- When do I create or enable currencies?
- What do I do if a currency code I am still using in my existing transactions is desupported?
- What's the difference between precision, extended precision, and minimum accountable unit for a currency?
- What's a statistical unit currency type?
- When do I create or edit ISO languages?
- Language Packs on Your Application
- Can I add or edit time zones?
- Search Extension Framework
- Overview of Search
- Enable Search Extension Framework
- Considerations for Using the Search Extension Framework for Global Search
- FAQs for Search Extension Framework
13 Maintain Audit Policies
14 Enterprise Scheduler Job Definitions
- Overview of Managing Job Definitions and Job Sets
- Manage List of Values Sources
- Assign Roles for Access to Manage Scheduled Processes
- Allow Updates to Scheduled Process Priority
- Managing Job Definitions
- Job Sets
- FAQs for Enterprise Scheduler Job Definitions and Job Sets
15 Applications Core Configuration
- Import Flexfields, Lookups, or Profile Values Using Web Services
- Define Lookups
- Manage Messages
- Define Document Sequences
- Define Trees
- Overview of Trees
- Manage Tree Structures
- Manage Tree Labels
- Manage Trees and Tree Versions
- How Trees and Data Sources Work Together
- Tree Nodes
- File Format for Importing Data Loaders of Tree Hierarchies
- Define Profile Options
- Define Flexfields
- Overview of Flexfields
- Flexfield Components
- How Flexfields Work with Oracle Application Cloud Architecture
- Flexfield Management
- Flexfield Deployment
- Value Sets
- Descriptive Flexfields
- Manage Descriptive Flexfields
- Extensible Flexfields
- Key Flexfields
- FAQs for Define Flexfields
- Define Attachments
16 Collaboration Messaging
- Overview of Collaboration Messaging Framework in Procurement
- Supplier B2B Communication and Collaboration Messaging
- Set Up Suppliers for Procure-to-Pay
- Extend the Outbound Purchase Order Message for Electronic Communication
- Retrieve Supplier Site Details from a PO for a Procure to Pay Inbound Message
- Configure Purchase Order PDF Delivery in Purchase Order Collaboration Messages
17 Other Common Setup and Maintenance Tasks
- Home Page Setup
- FAQs for Home Page Setup
18 Common Procurement Configuration
- Define Basic Catalogs
- Create Catalogs
- Catalogs
- What Can You Edit on the Edit Catalog Page
- Relationship Between Categories and Catalogs
- Date Enablement for Catalogs and Categories
- How Various Catalog Hierarchies Fit Together
- Category Edits
- Catalog Category Association
- Category Details
- Create Categories
- Category Moves
- Category Hierarchy Reports
- Catalog and Category Attachments
- Items to Categories Assignment
- FAQs for Manage Catalogs
- Define Supplier Configuration
- Overview of Preparing Suppliers
- Create a Supplier and Supplier Site
- Supplier Numbering
- Supplier Outbound Synchronization Service
- Options to Configure Supplier Registration
- How You Configure Internal Changes on Supplier Profile Approvals
- Enable Supplier Matching
- Define Address Configuration for Supplier Addresses
- Register Using the Next Generation Supplier Self-Service Registration
- How to Enable Descriptive Flexfields in the Next Generation Supplier Self-Service Registration
- Define Transaction Accounting for Procurement
- Transaction Account Builder
- Transaction Account Types
- Sources
- Account Rules
- How You Define Account Rules
- Mapping Sets
- How You Define Mapping Sets
- Assign Custom Transaction Account Definition to Subledger Accounting
- Project Information in Account Derivation for Procurement Transactions
- How You Set Up an Account Rules for Outside Processing Purchases
- Identify Transaction Account Builder Procurement Sources Using Manage Transaction Account Types
- How Centralized Procurement Works for Transaction Account Builder
- Define Transaction Taxes
- Overview of Define Tax Configuration
- Considerations for Defining Tax Configuration for Transaction Taxes
- Scope Values for Define Tax Configuration Task List
- Foundation Tax Configuration
- Tax Rule Configuration
- Define Tax Geographies
- Define Tax Regimes
- Controls and Defaults
- Configuration Options and Service Subscriptions
- External Tax Partner Integration in Procurement
- Inclusive and Exclusive Taxes in Procurement
- FAQs for Define Tax Regimes
- Tax FAQs for Procurement
- Payment Terms
- Units of Measure
- Define Corporate Procurement Cards
- Define Common Payables and Procurement Options
- Procurement Document Numbering
- Procurement Category Hierarchy
- Create a Procurement Category Hierarchy
- How You Use the Procurement Category Hierarchy in Approval Rules, Account Generation, and Reporting
- Use Procurement Category Hierarchies in Approval Rules
- Use a Procurement Category Hierarchy to Set Up an Account Mapping
- How can I use the procurement category hierarchy to create reports?
- What's the difference between the catalog, procurement, and products and services category hierarchies?
- Compliance Checklists
19 Personalize Supplier Registration
20 Purchasing Configuration
- Define Common Purchasing Configuration
- Examples of Purchase Order Line Types
- Document Style Options
- How You Review the Delivered Document Style for Outside Processing
- Define a Document Style for Outside Processing
- Modify View and Edit Purchasing Document Pages to Display Negotiation Details Using Page Composer
- How You Enable Creation of Purchase Order Lines with Negative Amounts
- Configure Retainage
- Considerations for Configuring Retainage
- Enable Progress Payment Schedules
- Enable Work Confirmation
- Change Order Template
- What's a purchasing document report template?
- How You Configure Purchasing Document Reports
- How You Assign Buyers using Buyer Assignment Rules
- Buyer Assignment Rules
- How You Upload Buyer Assignment Rules
- Configure Approved Supplier Status Validation for Blanket Purchase Agreement Items
- Configure Purchase Order Requested Delivery Date Validation Against Agreement Effective Dates
- How You Display Text Attachments in the Purchase Order PDFs
- Manage Special Handling Types
- FAQs for Define Common Purchasing Configuration
- Define Procurement Configuration Options
- Configure Requisitioning Business Function
- Define Procurement Agents
- Buyer Managed Transportation Setup
21 Responsive Self Service Procurement Application
- Enable the Responsive Self Service Procurement Application
- List of Profile Options
- How You Configure Roles for the Responsive Self Service Procurement Application
- Elastic Search
- Set Up Elastic Search for Catalog Shopping
- Set Up Elastic Search for Requisitions
- Set Up Elastic Search for Agreement LOV
- Why can't I see any requisitions on the My Requisitions page?
- Why don't the requisition line status and action required status reflect the latest details on the My Requisitions page?
- Application Extensions
- Procurement Catalog
- Manage Procurement Content
- Overview of Catalogs
- Create a Local Catalog
- Public Shopping Lists
- How You Set Images for Public Shopping Lists
- Informational Catalogs
- Create an Informational Catalog
- Punchout Catalogs
- Set Up a Direct Punchout to a Supplier Catalog
- Overview of Punchout Search Items
- How You Upload Punchout Item Search Index
- How You Update Punchout Item Search Index
- How can I remove a punchout search item from a punchout catalog?
- How can I view punchout upload errors?
- Punchout Log Details Window
- Shopping Lists
- What's relevance sorting?
- Manage Content Zone
- Content Zones
- How You Create Content Zones
- Create a Content Zone
- How You Access Control Catalog, Smart Form, and Public Shopping List with Content Zones
- What's the difference between a catalog and a content zone?
- Content Zone Security Options
- Considerations for Including a Public Shopping List in a Content Zone
- Overview of Smart Forms
- Smart Forms
- How You Manage Smart Form Values and Defaults
- How You Restrict Browsing Categories in Smart Forms
- How can I choose a different currency on a smart form?
- Information Templates
- How You Use Information Templates
- Create an Information Template
- How Information Templates and Smart Forms Work Together
- How Information Templates, Items, and Categories Work Together
- Define Procurement Content
- How You Configure Business Units with Requisitioning Business Functions
- How You Upload Price Breaks to an Agreement
- Agreement Upload File Format
- Upload Lines Parameters
- Considerations for Translating Agreement Lines Through Agreement Loader
- How Agreement Lines Are Processed
- FAQs for the Upload Process
- Local Catalogs and Inclusion and Exclusion Rules
- Overview of Map Sets
- What's a supplier content map set?
- Define a Supplier Content Map Set
- Create a Category Map
- How You Use a Supplier Content Map Set With Agreement Loader
- How You Use Supplier Content Map Set With Punchout
- Manage Catalog Category Hierarchy
- Overview of Catalog Category Hierarchy
- How You Browse Catalogs by Category
- How You Associate Catalog Category Hierarchy with Catalog
- How You Define A Category Hierarchy for A Catalog
- What's the difference between the catalog, procurement, and products and services category hierarchies?
- Define Catalog Hierarchy
- Purchasing News
- Manage Procurement Content
- Other Configuration Processes
- How You Use Information Templates
- How You Use Descriptive Segments With Requisition Parameters
- Catalog Category Hierarchy
- How You Configure Expense Requisition Fulfillment for Agreement-Based Catalog Items from Internal Sources
- Requisition PDF Attributes
- Configure the Purchase Requisition PDF Using the Extensible Oracle Analytics Publisher Data Model
22 Supplier Portal Configuration
- Supplier User Roles
- Specify User Category for New Supplier Users
- Configure Supplier Registration
- Options to Configure Supplier Registration
- Set Up Supplier Registration Approvals
- Supplier Registration Descriptive Flexfields
- Configure Descriptive Flexfields to Use the Next Generation User Experience for Supplier Self-Service Registration
- How You Register New Suppliers
- Supplier Products and Services Categories
- How You Manage Certifying Agencies
- Configure the New Supplier Notification
- Oracle Supplier Qualification Rule Sets
- Spend Authorization Requests
- How can I submit a supplier for spend authorization that was previously rejected?
- How can I restart approval process for a registration request that is pending approval?
- Update Suppliers
- How You Update Supplier Profile Entities
- Purge Supplier Interface Records
- Configure Taxpayer ID Sharing Across Suppliers
- Supplier Import
- Create Suppliers with the Import Suppliers Process
- Import Regional Information
- How You Use Supplier Import to Create a New Supplier from an Existing Party
- How can I configure to validate tax registration number for supplier registration requests?
- How You Monitor Expiring or Expired Supplier Business Classification Certificates
- Specify Supplier News Content
23 Sourcing Configuration
- Negotiation Styles
- Attribute Lists
- Cost Factors
- Cost Factor Lists
- Negotiation Templates
- Abstracts
- Negotiation Terms and Conditions
- Negotiation Awards
24 Supplier Qualification Management
- Define Questions, Qualification Areas, and Qualification Models
- Rule Sets
- How You Configure the Default Supplier Eligibility Status
25 Procurement Contracts Configuration
- Define Contract Terms Library Configuration
- Contract Terms Library Clauses
- How Contract Terms Templates Work
- How Contract Expert Rules Work
26 External Integration
- Web Services
27 File-Based Data Import (FBDI) and File Import and Export
- Files for Import and Export
- External Data Integration Services for Oracle Cloud
- Overview of External Data Integration Services for Importing Data
- File Import Templates
- Use Excel Integration Templates to Generate Data Files
- Transfer Data Files to UCM Using Manual Flow
- Transfer Data Files to UCM Using Manual Flow
- Load Interface File for Import Process
- Import Data into Application Tables
- Correct Import Load Process Errors
- How You Import Purchasing Documents
- Project Information in Imported Procurement Transactions
- How You Import Large Negotiation Lines
- How to Export Supplier Data for FBDI
28 Importing and Exporting Setup Data
- Moving Common Reference Objects
29 Supply Chain Management Integration
- How You Set Up Manufacturing
- How You Set Up Back-to-Back Order Fulfillment
- How You Set up Drop Shipment Order Fulfillment
- How You Set Up Configured Item Order Fulfillment
- Externally and Internally Managed Requisitions
- Purchase Request Web Service in Procurement
- How You Set Up Internal Material Transfer
- Project-Driven Supply Chain