iProcurement Setup Checklist

Prerequisites

Oracle Purchasing implementation is a prerequisite. 


Setup Checklist

The following table shows the Oracle Purchasing setup steps that are specific to implementing optional features in Oracle iProcurement. You might have already completed these steps if you have already implemented Oracle Purchasing.

Step	Required	Step Title	Application
Step 1	Optional	Define Requisition Templates for iProcurement Public Lists	Oracle Purchasing
Step 2	Optional	Define Information Templates	Oracle iProcurement
Step 3	Required for Local Content	Define Global Blanket Purchase Agreements	Oracle Purchasing
Step 4	Optional	Define Contract Purchase Agreements	Oracle Purchasing
Step 5	Required for Internal Requisition Creation	Define Shipping Networks and Customer Locations for Internal Requisitions	Oracle Order Management, Purchasing and Inventory
Step 6	Optional	Set Up P-Cards	Oracle Purchasing and Oracle iProcurement
Step 7	Optional	Set Up Content Security	Oracle iProcurement
Step 8	Optional	Create Commodity-Based Expense Account Rules	Oracle iProcurement
Step 9	Optional	Set Up Smart Forms	Oracle iProcurement
Step 10	Required for Punchout	Set Up E-Commerce Gateway Mapping	Oracle Procurement Buyer's Guide to Punchout and Transparent Punchout

The following table lists the setup steps specific to implementing features of other Oracle Applications with Oracle iProcurement. These steps may have already been completed or reviewed if you implemented Oracle Purchasing. These steps are listed in a suggested, but not required, order:

Step No.	Required	Step Title	Application
Step 1	Optional	Encumbrance	Oracle Purchasing
Step 2	Optional	Grants Accounting	Oracle General Ledger
Step 3	Optional	Project Accounting	Oracle Grants Accounting
Step 4	Optional	Project Manufacturing	Oracle Projects
Step 5	Optional	Advanced Pricing	Oracle Advanced Pricing
Step 6	Optional	Oracle Services Procurement	Oracle Services Procurement