Thursday, 15 January 2015

Public Shopping List - Oracle Fusion Applications (Self-Service Procurement)

Public Shopping Lists

Public Shopping lists are created in procurement business units and are available to requisitioning business units serviced by that procurement business unit.

The catalog administrator can add item master items and agreement lines to a public shopping list.
The availability of a public shopping list and its items to a preparer is determined by the following:

1. The public shopping list is available to the user based on the content zone assignments.
2. The item master item or agreement lines are available to the user based on the content zone assignments.
3. The item master item or agreement lines are available to the requisitioning business unit of the user.
4. The public shopping list is valid based on its start and end dates.

The catalog administrator can indicate a suggested quantity on a public shopping list item, which will be defaulted when the preparer views the public shopping list or adds the line to a requisition.

The sequence value for the public shopping list items determines the order of display for the public shopping list lines when viewed in Oracle Fusion Self Service Procurement.

In E-Business Suite, this feature is called a Requisition Template and found under the Purchasing responsibility, however in Fusion SSP this is part of Catalog Administration. The most significant difference here is that in Fusion SSP the items put on the templates are updated in real-time, meaning that if an item is changed (e.g. price) then the Public Shopping list shows the corrected value every time it is opened (there is no history tracking). In E-Business Suite the items were not updated in this way and required removing and adding onto the Template again. This also applies if items are no longer purchasable, either through changes to the Master Item setup or the Agreement it belongs to.

It is also not possible to add one-time items to a Public Shopping List in Fusion SSP, since the can only contain sourced-items from the standard Supplier Item Catalog. Whilst these lists of items can be utilized to support kits, there is no extended support for Bill of Material type items that have component parts that could be grouped together.

Prerequisite Setup to Create a Public Shopping List

There should be atleast one content zone with the purpose set as ‘Procurement’ as shown below.

This allows user to browse the catalog while creating Public shopping List.

 

Creating a Public Shopping List


Navigate: Procurement à Catalogs à Manage Public Shopping Lists.

Manage Public Shopping Lists Page will be Opened which is used to create and Manage shopping list. Shopping lists are created in a procurement BU and are available to requisitioning BU that are serviced by that Procurement BU.

Select the Procurement BU and Name the shopping list and its description.

Click on Add from Catalog to add items to the Public Shopping List

Select the Catalog in which Items are available.

Select the Item and Click on ‘Add to Public shopping list’ as shown below.

After Adding Necessary items to the List, Click on ‘Complete’ as shown below.

Hence items will be added to Public Shopping List.

User will also have Provision to provide sequence number to list the items in Public Shopping List and also suggested quantity field will be available.


Save the Job..


Observe that Content zone will be assigned to the Public shopping list as shown below.



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