Procurement Setup Script

FSM & P2P setup
Objective
The objective of this script is to walk you through the steps required to set up the following:
Create your User
Create your Implementation Project
Create Location
Create Business Unit
Create Inventory Org
Configure Business Unit
Configure BU Tax (turn it off)
Manage Procurement Agents
Add the Roles for your BU
Login Details
Login details are provided throughout the script
Procurement: FSM & P2P Setup
Page 1
Create your User
1. Login as betty.anderson
2. Navigator -> Manager Resources-> Manage Users
3. Select the Create Icon
4. Enter the User details and select the Auto provision Roles button. Replace Last Name
and First Name with your own information:
a. Last Name = your Last Name
b. First Name = your First Name
c. eMail address = your eMail address
d. Hire date = 1/1/11
e. User Name = your firstname.lastname
f. Person Type = Employee
g. Legal Employer = US1 Legal Entity
Page 2
h. Business Unit = US1 Business Unit
i. Job = Buyer
j. Grade = Mgmt02
k. Department = Support Center US
l. Location = Headquarters
m. Manager = Roth, Calvin
5. Select Autoprovision Roles
6. Select Save and Close button
7. Sign Out
8. Login as user prc_impl
9. Navigator -> Tools -> Setup and Maintenance
10. Go to All Tasks and search for Provision Roles to Implementation Users
Page 3
11. Click on the "Go to Task" icon, the Oracle Identity Manager (OIM) screen will open.
12. Select Administration (upper right hand)
13. Search for your users last name
14. Select your user
15. Select the Roles tab
16. Select Assign and add the following roles:
a. Buyer
b. Application Implementation Administrator
c. Application Implementation Manager
d. Application Implementation Consultant
e. Financial Application Administrator US Department Set
f. Financial Application Administrator US Location Set
g. Financial Application Administrator US1 BU Set
h. Financial Application Administrator US1 Business Unit Set
Page 4
i. HCM Applic Admin View All
j. IT Security Manager
k. Procurement Application Administrator
l. Procurement Catalog Administrator
m. Procurement Contract Administrator
n. Procurement Manager
o. Procurement Requester
p. Procurement Requester US1 Business Unit
q. Category Manager
r. Supplier Administrator
s. Supplier Contract Administrator US1 Business Unit
t. Supplier Contract Manager US1 Business Unit
u. Business Practices Director US1 Business Unit
v. Enterprise Contract Administrator US1 Business Unit
w. Warehouse Manager
x. Warehouse Manager 001
y. Product Data Steward
z. Product Manager
Page 5
17. Select Reset Password
18. Select Manually Change the Password
19. Enter Vision11 as the new password
20. Sign Out
21. Login as your new user
22. Enter the old password of Vision11
23. Enter a new password Fusion123 twice
24. Select Submit
Page 6
Create your Implementation Project
Background
In this activity, you will create a new implementation project for Procurement. This project will be used
by you to perform the implementation setup tasks throughout this course.
Requirements
Replace XX with your terminal number or initials as indicated by your instructor.
You must have access to an Oracle Fusion Application database or comparable training or test
instance at your site on which to complete this practice.
Tasks
Go to the Manage Implementation Project page and create your Procurement implementation project.
Add the following options:
Self Service Procurement
Sourcing
Supplier Portal
Procurement Contracts
Transactional Business Intelligence
Extensions for Procurement task groups.

Steps
1 Navigate to the Setup and Maintenance work area.
2 The Setup and Maintenance work area opens. In the Tasks pane of the Regional Area: Click the
Manage Implementation Projects link.
3 Click the Create button.
4 The Create Implementation Project page opens.

Enter the desired information into the Name field. Enter "XXProcurement Implementation".
Page 7
5 The application will generate the code and description for you.
Click in the Code field.
6 Select your user id in the Assigned To field.
7 Click the Next button.
8 On the Create Implementation Project page start by selecting the Procurement offering by
clicking the Include option.
9 Click the Save and Open Project link.
On the Implementation Project page your newly created implementation project with the top most
node of the auto-generated task list is displayed.
Expand the Procurement top node to view the subsequent levels of the task list.
Notice how tasks are organized with the common tasks, which are typically prerequisites being
listed first followed by common tasks across a product family. Application-specific tasks are
listed at the end.
10 Return to the Setup and Maintenance work area by clicking the done button.
Page 8
Create Location
1. Navigator -> Setup and Maintenance
2. Manage Implementation Projects
3. Select your XXProcurement Implementation project
4. Expand tasks and navigate to the Manage Locations task
Full path: Procurement -> Define Common Applications Configuration for Procurement ->
Define Enterprise Structures for Procurement -> Define Enterprise for Procurement -> Manage
6. Enter the location details
a. Make sure the set is the US Location Set
b. Give the location a unique name with your initials and unique number i.e. ES1
Location
c. Fill out the contact details (main address, shipping details), use the screen print below as
example
Page 9
7. Select Submit
8. You will receive a confirmation message, please select Ok
9. Select Done
Page 10
Create Business Unit
1. From the XXProcurement Implementation project navigate to the Define Business Units
for Procurement task
2. Select Manage Business Unit task
4. Enter the Business Unit name using your initials as the prefix
5. Select the Location you created
6. Select the Default Set of US1BUSET
Page 11
7. Select Save and Close
8. Perform the following task
a. Select the Assign Business Unit Business Function Task
Click the go to task icon
Make sure Assign Business Unit Business Function is checked
Choose Select and Add in the dropdown menu
Choose Apply and go to task
Select your business unit
Scroll down and select save and close
b. Add the Requisitioning, Procurement, Receiving, Payables Invoicing, Procurement

Contract Management and Materials Management functions
c. Assign US Primary Ledger
d. Assign US1 Legal Entity
Page 12
10. Select the Manage Business Unit Set Assignment task
Page 13
11. Adjust the Reference Data Set Codes to match the picture above
13. Select the Manage Service Provider Relationships task
14. Click the green + Add Row Icon
15. Search for your business unit, select the row, and select Apply
16. Search for business unit US1 Business Unit, select the row, and select Done
Page 14
Page 15
Create Inventory Org
1. Select the Manage Inventory Organizations task
2. Select the Create icon
3. Enter the Organization details, based on the screen print below (replace CW with your
initials)
Page 16
4. Select Next
5. Enter the General details (Schedule and Item Master Org), based on the screen print
below (replace CW with your initials) Ensure that the Item Master Organization is set to
Operations
Page 17
6. Enter the Lot details (uniqueness and starting serial number), based on the screen print
below.
8. Click Done
Page 18
Configure Business Unit
1. Select the Define Business Function Configuration task list
2. Select your business unit
3. Select the Configure Procurement Business Function Task
4. Choose select and add and choose apply and go to task. Search your business unit and
choose save and close
5. Enter the BU details with your Inventory Org and USD Currency
Page 19
7. Select the Configure Requisitioning Business Function task
8. Enter One Time Location = Headquarters
9. Enter Ship to location = your location
Page 20
11. You will receive a confirmation, select Ok
12. Select Manage Common Options for Payables and Procurement task
13. Enter the following configuration
a. You can cut/paste 101.10.22100.000.000.000 and modify as indicated
Page 21
15. Click Done
16. Select Manage Receiving Parameters Task
17. Select your organization
Page 22
18. Set the options as follows:
19. Save and Close
Page 23
Configure BU Tax (turn if off)
1. Select the Manage Tax Regimes task
2. Search for Country starts with Un
3. Edit US Sales and Use Tax
4. Under Configuration Options select the + add row icon
Page 24
a. Party Name = your business unit
b. Configuration for Taxes and Rules = Common configuration with party override
c. Configuration for Product Exceptions = Common configuration
d. Effective Date 1/1/50
5. Select Save and Close, and click Done
6. Select the Configuration Owner Tax Options task
Page 25
8. Enter your business unit, Event Class = Purchase Requisition, start date 1/1/11, Regime
Determination Set = STCC and turn off Allow tax applicability option
9. Save and Create another
Page 26
10. Enter your business unit, Event Class = Purchase Order and Agreements, start date
1/1/11, Regime Determination Set = STCC and turn off Allow tax applicability option
11. Save and Create Another
12. Enter your business unit, Event Class = Change Orders, start date 1/1/11, Regime
Determination Set = STCC and turn off Allow tax applicability option
13. Save and Close, and click Done
Page 27
Manage Procurement Agents
1. Select the Manage Procurement Agents Task
3. Enter your business unit and user, and select the following options
Page 28
6. Setup the same options for your user and business unit US1 Business Unit
Page 29
Add the Roles for your BU
1. Go to assigned task Provision Roles to Implementation Users
2. Select Administration (upper right hand), the Oracle Identity Manager (OIM) screen will
open.
3. Search for your users last name
4. Select your user
5. Select the Roles tab
6. Assign the following roles
a. Procurement Requester <your BU>
b. Warehouse Manager <your Inventory Org>
c. Accounts Payable Specialist <your BU>
d. Accounts Payable Manager <your BU>
e. Accounts Payable Supervisor <your BU>
Page 30

Procurement Setup Script

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Procurement Setup Script

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FSM & P2P setup

Create your User

Create your Implementation Project

Create Business Unit

Create Inventory Org

Configure Business Unit

Configure BU Tax (turn it off)

Manage Procurement Agents

Add the Roles for your BU

Login details are provided throughout the script

Procurement: FSM & P2P Setup

2. Navigator -> Manager Resources-> Manage Users

3. Select the Create Icon

a. Last Name = your Last Name

b. First Name = your First Name

c. eMail address = your eMail address

d. Hire date = 1/1/11

e. User Name = your firstname.lastname

f. Person Type = Employee

g. Legal Employer = US1 Legal Entity

Procurement: FSM & P2P Setup

k. Department = Support Center US

m. Manager = Roth, Calvin

5. Select Autoprovision Roles

6. Select Save and Close button

8. Login as user prc_impl

9. Navigator -> Tools -> Setup and Maintenance

Procurement: FSM & P2P Setup

12. Select Administration (upper right hand)

13. Search for your users last name

14. Select your user

15. Select the Roles tab

16. Select Assign and add the following roles:

b. Application Implementation Administrator

c. Application Implementation Manager

d. Application Implementation Consultant

e. Financial Application Administrator US Department Set

f. Financial Application Administrator US Location Set

g. Financial Application Administrator US1 BU Set

h. Financial Application Administrator US1 Business Unit Set

Procurement: FSM & P2P Setup

k. Procurement Application Administrator

l. Procurement Catalog Administrator

m. Procurement Contract Administrator

p. Procurement Requester US1 Business Unit

s. Supplier Contract Administrator US1 Business Unit

t. Supplier Contract Manager US1 Business Unit

u. Business Practices Director US1 Business Unit

v. Enterprise Contract Administrator US1 Business Unit

x. Warehouse Manager 001

y. Product Data Steward

Procurement: FSM & P2P Setup

18. Select Manually Change the Password

19. Enter Vision11 as the new password

20. Sign Out

21. Login as your new user

22. Enter the old password of Vision11

23. Enter a new password Fusion123 twice

24. Select Submit

Procurement: FSM & P2P Setup

Replace XX with your terminal number or initials as indicated by your instructor.

Self Service Procurement

Transactional Business Intelligence