Set Up Smart Forms

Requesters can procure an item or service that is not found in the catalog. For these

cases, they can use a non-catalog request. The non-catalog request offers the ability to

add an item or service to the shopping cart based on a description of the item or service.

Through the use of smart forms, companies can conveniently control both the list of

fields and whether a particular field is enterable or pre-defined. For example,

purchasing organizations can lock-down the purchasing category for certain requests

and thereby more accurately categorize spend. Similarly, purchasing administrators can

ensure spend is exclusively directed to preferred suppliers, and default contract

numbers achieve touchless buying.

The following figure shows the non-catalog request that requesters can enter. In the

Item Type field, requesters can enter goods billed by quantity, service billed by

quantity, or goods or services billed as an amount.

In addition to this standard non-catalog request, you can create different smart forms

and assign them to one or more stores.

Oracle iProcurement provides a default standard smart form. The catalog administrator

can create multiple additional smart forms. For example, you can create a Computer

Services smart form and an Office Services smart form. Once these smart forms are

assigned to a store, both appear for the requester to select from.

To use the single, standard smart form that Oracle iProcurement provides, you do not

need to perform any setup other than the profile options.

Setup Steps

1. Set Profile Options (required), page 3-35

2. Define Commodities (optional), page 3-35

3. Create A Smart Form (optional), page 3-38

4. Assign A Smart Form To A Store (required, if you create new Smart Forms), page 3-

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