Oracle Fusion Procurement Implementation Guide PDF

Oracle Fusion Procurement Implementation Guide PDF

Hi friends, in this post, We are going to discuss about the Oracle Fusion Procurement Implementation Guide PDF. We will share the complete oracle fusion procurement implementation guide which helps to implement the procurement module in oracle fusion application. In this Implementation guide , we will share the complete Procurement to Pay flow as well the configurations details to setup the complete procurement module in oracle fusion. In this post, We have planned step by step to share the complete fusion procurement implementation details. We have planned this tutorial like the implementation guide which you can refer for the procurement implementation in oracle fusion. We will recommend to start this tutorial from the beginning and keep continue for rest of the tutorial posts to learn this. Please find below the complete detail about Oracle Fusion Procurement Implementation Guide PDF.

5 Important Feature of this Fusion Procurement Implementation Guide

1. Step by Step Tutorial.

2. Application Screen shots with each Step.

3.Complete P2P Business Flow in this Implement Guide.

4.Complete Configurations Details for the Procurement and Payables Module.

5.Easy to Understand.

6 Important setups of Oracle Fusion Procurement Implementation Guide

1.Security Configurations

2.Transaction Accounting Builder setup

3.Common Application Setups

4.Common Procurement Setups

5.Purchasing and SSP Setups

6.Procure to Pay (P2P) cycle end to end complete Flow

Here below we will share the list of important setup steps list for each part of the Fusion Procurement Implementation Guide PDF

2 Important steps of Common Application Setups

•  Create Your User
• Assign Roles to User 

 11 Important steps of Common Procurement Setups

• Create Location 
• Create Business Unit 
• Create Inventory Org 
• Configure Business Unit 
• Manage Receiving parameters 
• Payables Configurations 
• Manage Invoice Options 
• Manage Payment Options 
• Create Bank
• Create Bank Branch
• Create Bank Account

3 Important steps of Security setups

• Add the Roles for your BU 
• Change Your Primary Job Assignment 
• Manage Procurement Agents

4 Important steps of Purchasing and SSP (Self Service Procurement) setups

• Create Supplier and Supplier Site. 
• Create Agreements. 
• Create SSP Catalog.
• Create Content Zone .
• 
  

Fusion Procurement Implementation Guide P2P Cycles Test Scenarios

Here below is the Test scenarios we will create under the Oracle Fusion Procurement Implementation Guide P2P cycle.

• Create Requisition (With Automatic Purchase Order). 
• Create Receipt (Self Service Receipts). 
• Create Invoice. 
• Create Payment. 
• View Life cycle of Requisition and Purchase Order.  

Create Your User :- 

In the first step, We will create Oracle Fusion User account and then will assign the required roles for Fusion Procurement Implementation.

Step 1:- 

Go to Setup and Maintenance ==> Task : Manage Users 

Change the Offering to Procurement and Search for Task : Manage Users 

Oracle Fusion Procurement Implementation Guide PDF

Step 2:- 

Click the Create  “+” Option 

Here in this step , we will create the Employee first to our new user which we are creating for P2P setup configurations in oracle fusion.

Oracle Fusion Procurement Implementation Guide PDF

Step 3:- 

Enter the User details and select the Auto provision Roles button.   

Last Name = Last Name 

First Name = First Name 

E-Mail address = your Email address (Enter a Valid email) 

User Name = Your firstname_lastname 

Oracle Fusion Procurement Implementation Guide PDF

Step 4:- 

Person Type = Employee 

Legal Employer = US1 Legal Entity 

Business Unit = US1 Business Unit 

Job = Buyer 

Manager = Navi, Talo  (Search with Name “Navi%”) 

Procurement setup in Oracle Fusion

Click “Auto provision Roles” Button and  Observe the “Employee” Role is added in the Role Requests Region  

Click on Save and Close 

Oracle Fusion Procurement Implementation Guide PDF

Oracle Fusion Procurement Implementation Guide PDF

Step 5:-

Click on Save and Close 

You will receive an email to reset the password. Follow the instructions specified 

Step 6:- In the Actual Email , We need to perform these below steps.

Click on the password reset link and reset the password 

Enter desired password and click on Submit 

Oracle Fusion Procurement Implementation Guide PDF

Step 6:- Now we need to login the cloud application and check this new user access for Oracle Fusion Procurement Implementation.

Login and Check your access.

Assign Roles to User :-

Step 1:- Go to Security Console to assign the required roles to user account created in the last post (Lesson 1).

Navigator -> Tools > Security Console 

Step 2:- 

Search and Click on your Display Name

Oracle Fusion Procurement Implementation Guide PDF

Step 3:- 

Click on Edit Icon as below to assign the required roles.

Oracle Fusion Procurement Implementation Guide PDF

Step 4:-

Click on Add Role and add following roles: Note

Oracle Fusion Procurement Implementation Guide PDF

Step 5:-

Role Name	Access granted for these tasks in Oracle Fusion
Common Application Roles
Application Implementation Administrator	Application Deployment / Implementation / Registration
Application Implementation Manager	Implementation project and configures offerings
Application Implementation Consultant	FSM - Setup and Maintenance. Has access to setup tasks
IT Security Manager	Access to Security Console
Procurement Roles
Buyer	Transactional aspects of the procurement processes
Procurement Application Administrator	For technical aspects of keeping procurement applications systems available
Procurement Catalog Administrator	Manages agreements, catalog content including catalogs, category hierarchy, content zones, information templates, map set, public shopping   lists and smart forms
Procurement Contract Administrator	Procurement professional responsible for creating, managing, and administering procurement contracts.
Procurement Manager	Procurement professional responsible managing a group of buyers in an organization.
Procurement Requester	Prepares requisitions for themselves.
Procurement Preparer	Prepares requisitions on behalf of others.
Category Manager	Manage basic Catalogs and Categories
Supplier Administrator	Supplier Management
Supplier Manager	Manages supplier information and authorizes promotion of prospective suppliers to spend authorized
Supplier Qualification	Role for performing supplier qualification duties
Enterprise Contract Administrator	Enterprise Contracts
Inventory
Warehouse Manager	Perform Warehouse operations
Receiving Agent	Perform receiving actions
Product Manager	Ensures that a product gets created, tested, and shipped on schedule and meets specifications
Financials – Account Payables
Accounts Payable Manager	Manages Accounts Payable department and personnel, Invoices Inquiry and Processing, Payments Processing, Period closing etc.
Accounts Payable Specialist	Enters invoices, Matches invoices to correct purchase orders or receipts. Create Invoices Task.
Accounts Payable Supervisor	Oversees the activities of Accounts Payables Specialists. Initiates and manages pay runs. Create Payments Task

Oracle Fusion Procurement Implementation Guide PDF

Oracle Fusion Procurement Implementation Guide PDF

Oracle Fusion Procurement Implementation Guide PDF

Click on Save and Close 

Click on Done 

Step 6:- Login as Your User to view Various Offerings based on the Assigned Roles.

To Start this Free Online cause to learn P2P flow configurations and Test flows , Please go to the next lesson as below.

Oracle Fusion Procurement Implementation Guide PDF