iProcurement Configuration & Execution Notes

Submit Req - Make sure Workflow Background process "PO Create Documents" runs

Once Requisition is submitted for approval and his subsequently approved the workflow background process “PO Create Documents” must complete successfully in order that the item moves to a bona fide Req.

Inv Items in PO iProcurement

Assure that iProcurement is licenced 

Set PO Options items tab incl list price

Set Auto Create mapping profile

Assure that the Shopping Category is incl in Hierarchy

Category set at the Org level matters

Switch in and out of Categories to kick off the setting in iProc

Can’t duplication Category names between PO and iProc

Purchasing Categories must be mapped to Shopping

Notes:

If mapping (PO Cat to Shopping Cat) does not exist at the time the Category is assigned to the item the item will not appear in iProc.

References : What Are The Steps For Enabling Items In The Procurement Catalog? 751324.1

      134947.1  Approvals  

Purchasing/i-Proc setups

Base Install of AGIS

BG setup along side AGIS for Belgium company = OutBev

Users for BE defined

Define the Flex Structures for:

Inventory

System Items (Single 30)

Catalogs Single 25)

Categories (Double (Super and Type)

PO Categories if this will be used 

Inventory as needed for Inventory categorization

Define values for the Categories in the VS

Define Category Set for PO if it is to be used

Alias (Single 25)

Locator (none)

Sales Order (default for om (Order Number, Order Type, Order Source)

Define Category Structure for i-Proc

Structure

Major/Minor

Mapping to Purchasing Categories/Shopping Categories

Define UOM Class for at least Qty i.e. EA
Define Expense Account Rules for each Category

Assure nothing is populated in the MO: Security Profile populate the MO: Operating Unit with the appropriate value for iProcurement Resps. iProcurement is NOT MOAC enabled.

Profiles

HR: Security Profile - Must be set to where the person intending to access is set up as an employee in an hr org.

HR:Business Group - Must be set to where the person intending to access is set up as an employee in an hr org.

Persons that will access/use iProcurement must be set up in HR and the HR person assigned to their respective FNDUsers.

Define Categories

Update Default Category Set for Inventory

Define Content Zones 

Define Stores (Add CZ’s as fit)

Define Smart Forms as needed

Create BPA in PO for use in Catalog upload

Upload Catalogs via Spreadsheet