R2i Config Step | Oracle Guide Step | Navigation Path Setup Document | Setup Explanation | R2i Base Install Status On-Site Tasks On-Site Setup Changes |
1 | | Technical | Apply Oracle Applications Patches as needed (Required) See: Oracle Internet Procurement Installation Notes. | Additional Configuration Needed See R2I Tar & Patch Log |
2 | | Technical | Setup iAS V1.3.9.0 Inside the Firewall on page 2-12 of Self-Service Purchasing 5.0 Implementation Manual (Required) Essential for all functions. | Additional Configuration Needed |
3 | | Technical | Setup the Apache server port on page 2-15 of Self-Service Purchasing 5.0 Implementation Manual (Required) | Additional Configuration Needed |
4 | | Technical | Setup Apache Configuration for SSP5.0 on page 2-17 of Self-Service Purchasing 5.0 Implementation Manual(This step includes configuration step 3 & 4 plus additional setups) | Additional Configuration Needed |
5 | | Technical | Setup the PL/SQL Cartridge Application on page 3-7 of Self-Service Purchasing 4.0 Implementation Guide (Required) | Additional Configuration Needed |
6 | | Technical | Set Up the Java Cartridge Application on page 3-8 of Self-Service Purchasing 4.0 Implementation Guide (Required) | Additional Configuration Needed |
7 | | Technical | Setup to Bring up the Home Page on page 2-27 – 2-31 of Self-Service Purchasing 5.0 Implementation Guide (Required) | Additional Configuration Needed |
8 | | Technical | Setting Up iAS V1.3.9.0 Outside the Firewall on page 3-10 (Conditional) Required only if implementing External Shopping on a third party catalog service. | Additional Configuration Needed |
9 | | Technical | Set Up System Administrator (Required) This setup involves setting up system security, user names, and printers. R2i comes configured with several responsibilities defined. These responsibilities all have “R2I” after the responsibility name. R2i environment will support multi-org; however, R2i is currently setup as a single org environment. | Additional Configuration Needed User IDs need to be defined for all users. Printers need to be set up. Additional responsibilities may be defined. |
10 | | Technical | Set Up System Administrator (Optional) To enable further security and usage restrictions for groups of users, function security can be enabled against certain functions and actions in the Order Status page, Approvals page, Add Approvers page, Receive Orders page and Power Checkout. Functions: Order Status Page: My Groups Requisitions Order Status Page: My Requisitions Order Status Page: All Requisitions Approvals Status Page: Requisitions I Approved Approvals Status Page: Orders to Approve Approvers/Add Approvers Page Receive Orders Page Other Functions | Additional Configuration Needed |
11 | 6 | FunctionalRefer to the Payables Configuration Guide: Suppliers > Entry Supplier Maintenance Accounts Payable > Setup> Procurement Card AP Procurement Card Setup.doc | Setting Up Oracle Payables (Conditional) Enable Procurement Card Site check box to indicate that all Suppliers are setup to accept the card brands P-Cards that will be utilized. Required only if implementing the use of Procurement Cards. | Base R2i Configuration |
12 | 7 | FunctionalRefer to Purchasing Configuration Guide: Create Purchasing Category Define Items Create Suppliers Enter Blanket Agreements Enter Quotations Create Workflow | Setting Up Basic Oracle Purchasing (Required) The following steps needs to reviewed and configured for Self-Service Purchasing : Setup Purchasing Categories Setup Purchasing Items Setup Supplier Information Setup Standard Purchase Agreement Setup Catalog Quotations Setup PO Requisition Approval Workflow Setup PO Approval Workflow Setup Document Creation Workflow Setup Account Generator Setup Send Notifications Workflow Setup Confirm Receipts Workflow Setup Catalog Price Tolerance Exceeded Setup Approval Information Define Purchasing Options Define Buyers Define Line Types Define Receiving Options | Base R2i Configuration |
13 | | TechnicalAK Developer>Define Regions | Configuration of Account Regions (Required) Configure the following regions to match the accounting structure of the organization: · POR_BILLING_MULT_CHARGE_AC_R · POR_BILLING_CHARGE_ACCOUNT_R If the organization has multiple Chart of Accounts, configure the following two profile options to support these multiple Chart of Accounts: · POR: Edit Accounts Region · POR: Multiple Accounts Region | Additional Configuration Needed |
14 | | Technical | Setting up Attachments (Required) Users can add attachments to an order at the time of checking out their shopping cart. Attachments can be: Internal to Requisition To Buyer To Approver To Receiver To Supplier Miscellaneous Set up the Attachment File Directory profile option and enter the Attachment File Directory name. This directory is where the attachments will be stored and point to the attachments. The directory path should be accessible from the machine the Web Server is running. | Additional Configuration Needed |
15 | 9 | Functional Purchasing > Setup> Information Template iProcurement Setup Document | Defining Information Templates (Optional) Internet Procurement uses information templates to pass necessary order processing information to suppliers. For those items or item categories associated with an information template, iProcurement prompts users to provide the information specified in the template. Each information template must be associated with either an item or an item category. If an information template is associated with an item category, all items belonging to that category are also associated with the template. | Additional Configuration Needed |
16 | 10 | Functional and Technical Setup> E-Catalog Admin> Loader Values IProcurement Setup Document | Loading Catalogs From Internal Sources: Extracting Classification and Item Data (Required) The Internet Procurement search engine uses an item catalog separate from that used in Oracle Purchasing. However, items and categories contained in Purchasing are extracted and loaded into the data repository the search engine uses. The extraction process can be run ad hoc or by concurrent program. Note: Category Data must be extracted prior to Item Data. | Prerequisites: Purchasing Configuration Set Profile Option ECE: Output File Path Output File Names: R2ICLASSDATA R2IITEMDATA Needs to be Configured On-Site |
17 | 11 | Technical | Loading Catalogs From Internal Sources: Loading Classification and Item Data (Optional) Once data has been extracted, you must load that data into catalog. If data is loaded automatically when you extract data this step can be skipped. | Not Required for R2i configuration. |
18 | 12 | Functional Reports> Run> Rebuild Catalog Item ConText | Loading Catalogs From Internal Sources: Rebuilding the Oracle Item ConText Index (Required only if using Oracle Database 8) . Once the data is extracted and loaded the ConText Index must be rebuilt. Always rebuild ConText Policy Views | Can be setup as a Concurrent program |
19 | | FunctionalReports> Run> Rebuild Catalog Item InterMedia Index | Loading Catalogs From Internal Sources: Rebuilding the Oracle Item InterMedia Index (Required only if using Oracle Database 8i) . Once the data is extracted and loaded the InterMedia Index must be rebuilt. | Can be setup as a Concurrent program |
20 | N\A | Technical | Loading Catalogs From Internal Sources: Set up the Catalog Data Extract concurrent programs: (Optional) Run one of the two Catalog Data Extract (Classification or Items) concurrent programs. The parameters are the same for both. Set up the concurrent program to run on a regular basis. | Additional Configuration Needed |
21 | | Technical | Loading Catalog Data from External Sources The bulk loader helps load catalog data from external sources from XML files and spreadsheets. Prerequisites: Bulk loader is run to load catalog data from external sources. To run bulk loader jobs, the startCatalogLoader script must be running in the background on a separate JVM. The script ensures that the catalog loading activity takes place on a separate JVM and does not affect requisitioning activities. Templates and instructions that help create these catalog files can be downloaded from the eContent Manager. | Additional Configuration Needed |
22 | | Technical | Loading Catalogs Hosted by Suppliers/Marketplace You can use the XML interface to link to any externally hosted catalog. For detailed information, see: Oracle Purchasing Connect for TPN Register Integration Guide and the white papers published by Oracle Corporation. | Additional Configuration Needed |
23 | 13 | FunctionalSetup> E-Catalog Admin> Item Sources Internet Procurement Setup Document | Defining an Item Source (Conditional) Only required if you are implementing a third party catalog service. Item Sources can be either internal or external catalogs. The information consists of a URL for the external web site and an image file containing the third party catalog service. | Additional Configuration Needed |
24 | 14 | FunctionalSetup> E-Catalog Admin> External Suppliers Internet Procurement Setup Document | Defining an External Supplier (Conditional) Only required if you are implementing a third party catalog service. Defining an external supplier, or third party catalog service, involves two URLs to enable authentication and secure communication. Once communication is verified and secured, data can flow back and forth between the third party catalog service outside the firewall and Self-Service Purchasing inside the firewall. | Additional Configuration Needed |
25 | 15 | FunctionalSetup> E-Catalog Admin> Realms Internet Procurement Setup Document | Defining Realms (Conditional) Provides access to item sources (catalogs). The System Administrator assigns responsibilities, excluding attributes, and securing attributes to users. With Self-Service Purchasing, you also assign realms to users. A realm is a set of access privileges to internal catalogs, external catalogs, or categories within internal catalogs. Realms are assigned to users in exactly the same way as securing attributes are, through the User’s window. They in fact appear in the User’s window as securing attributes. | Additional Configuration Needed |
26 | 16 | Technical | Oracle Internet Procurement Profile Options (Required) Essential for all functions. SYSTEM PROFILES: POR: Amount Based Service Services Site POR: Approved Pricing Only No Site POR: Cleanup Thread Interval Site POR: Debugging No Site POR: Enable Requisition Line Customization Yes Site POR: Goods Line Type Goods Site POR: Parallel Routing Allowed No Site POR: Rate Based Services Line Type Labor Site POR: Systems Approvers Mandatory Yes Site POR: Enable Requisition Lines Yes Site POR: Emergency Requisitions Yes Site POR: Java Virtual Path OA_JAVA_SERV Site POR: SSP4 Installed Yes Site POR: SSP Version 5 Yes Site POR: Select Inventory Replenishment No Site Lines for Confirm Receipts POR: Workflow Processing Mode Online Site POR: Default Currency Conversion Rate POR: Edit Accounts Region POR: Multiple Accounts Region POR: ITEM PIC FILE PATH POR: Use sequence for requisition numbering No Site POR: Servlet Virtual Path OA_Servlets Site ECE: Output file path Attachment File Directory ICX: Allow Funds Override No Site ICX: Date Format Mask DD-MON-RRRR ICX: Days Needed By 2 Site ICX: Language American English ICX: Limit Connect 1000 ICX: Limit Time 4 hrs ICX: LOV Type HTML Site ICX: Override Location Flag Yes Site ICX: Requisition Server OA SERV host name ICX: Override Requestor No Site USER PROFILES: POR: Preferences - Expenditure Type SitePOR: Preferences - Deliver – To Location Site POR: Preferences - Project SitePOR: Preferences – Requester Site POR: Preferences – Selected Items Site POR: Preferences - SubInventory Site POR: Preferences - Task Site POR: Preferences - Result Set Size 10 Site | Additional Configuration Needed |
27 | 17 | Technical | Setting Up Oracle Self-Service Web Applications (Required) Essential for all functions. | Additional Configuration Needed |
28 | | FunctionalHelp/Oracle Applications Library Standard Reports Listing | Print out Standard Reports Listing (Optional) To get a listing of standard reports for a particular module: 1. Log into the Oracle Applications using any responsibility. 2. Choose Help/Oracle Applications Library from the drop down menu. 3. Under 'Product Documentation' click on the application you want to see alist of reports for (ie. Payables). 4. Depending on the module you have chosen one of the following should be listed: Reports and Listings, Reports and Processes, Standard Reports and Listings, Reports, or Inquiry and Reports. Select the one that is listed for your module. 5. A list of the standard reports for your particular module appears. For a list of parameters and other information regarding a particular report click on the report. | |
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WEB Internet Procurement Configuration
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