Tuesday, 13 October 2015

BASIC I-PROCUREMENT (iPROC) SET UP STEPS BY STEP

BASIC  I-PROCUREMENT SET UP STEPS

Step-1: I-Procurement Preference set
            Navigation: I-Procurement catalog Administrator > preference> I-Procurement preference
            Favorite List- Create own favorite list
            Delivery- Delivery to location

        


Step-2 Define information templates
           Navigation: India local purchasing> setup> item> informational template
           Define template name
           Select attachment category-  To supplier
           Associate template -Assign the Item





Step 3: Profile Options
            POR : Amount Based Services Line Type - (Fixed Price Services)
            POR : Goods Line Type - (Goods) 
            POR : Rate Based Services Line Type - (Goods)
            PO: Enable Services Procurement(Yes)
            POR: Auto Load Category Descriptors(Yes)
            POR: Auto Load Root Descriptors (Yes)
            POR: Auto Load Shopping Categories(Yes)
            POR: Auto create Shopping Category and Mapping(Yes)
            POR: My Favorite Store(Store that you created)
            IL: Access iprocurement tax information(Yes)

Step 4:  Creation Of store
             Default item information - select from LOV
            Assign information templates- (Select the template that was created)


Step 5: Create Content Zone


Step 6: Create informational content zone

Step 7: Create Store
            Define Name, Description
            Assign Content Zone, Assign Smart Form.

Step 8: Now assign the favorite store from the LOV
            Navigation: I-Procurement> preference> I-Procurement Preference> favorite store

Step 9: Define schema
            Navigation: I-Procurement catalog administrator> Store> Schema

Step 10: Create Purchasing category name
              Select the category and Click on Map tab for mapping to your shopping category

Step 11: Create Non Catalog Request




Step 12: View the Item

             Navigation: India Local i-procurement > shop> Shopping List


NOTE: Requisition to receipt with tax 
Add new Resposibility- India Local iprocurement
Profile option-IL: Access iprocurement tax information





















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