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iProcurement Setups Check List


Oracle Purchasing Setup Steps Specific to Oracle iProcurement


Step
Required or Optional
Define Requisition Templates for Oracle iProcurement Public Lists
Optional
Define Information Templates
Optional
Define Global Blanket Purchase Agreements
Required for Local Content
Define Contract Purchase Agreements
Optional
Define Shipping Networks and Customer Locations for Internal Requisitions
Required for Internal Requisition Creation
Set Up P-Cards
Optional
Set Up Content Security
Optional
Create Commodity-Based Expense Account Rules
Optional
Set Up Smart Forms
Optional
Set Up E-Commerce Gateway Mapping
Required for Punchout




Setup Steps that Integrate with Other Oracle Applications 


Step
Required or Optional
Information Source
Encumbrance
Optional
Oracle Purchasing User's Guide,
Oracle General Ledger User's Guide
Grants Accounting
Optional
Oracle Grants Accounting User's Guide
Grants Accounting Integration
Project Accounting
Optional
Oracle Projects Implementation Guide
Project Accounting Integration
Project Manufacturing
Optional
Oracle Project Manufacturing Implementation Manual
Project Accounting Integration
Advanced Pricing
Optional
Oracle Advanced Pricing Implementation Manual
Oracle Purchasing User's Guide
Oracle Services Procurement
Optional




Administrative Setup Steps for Oracle iProcurement 


Step
Required or Optional
Information Source
Set Up Function, Menu, and Data Security
Optional
Personalize Oracle iProcurement Using Oracle Applications Framework
Optional
Create Operating Unit-Specific Purchasing News
Optional
Customize Operating Unit-Specific Purchasing Policies
Optional
Customize Workflows
Optional
Define Descriptive Flexfields on Requisitions
Optional
Implement Custom Packages
Optional
Modify Online Help
Recommended
Set Profile Options
Required


 

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