iprocurement information

what is punchout

punchout, we integrate iProcurement with Suppliers website.
Buyer logs into iProcurement Homepage
Buyer then sees various suppliers for which punchouts are enabled (depends on attribute &security rules)
Buyer clicks on a stationary supplier and browser displays supplier’s website
Buyer selects the items on supplier website and adds them to his cart.
The items selected are brought in as “Shopping Basket in iProcurement
Requisition is created in iProcurement and sent for Approval 

Typical iProcurement Steps [assuming no encumbrances setup] 

Create Requisition
Approve Requisition
Auto-create & auto-approve PO for approved requisitions.
Send PO XML to Supplier [if approver is setup as trading partner for XML PO]
Create receipts for goods 
Other non iProcurement setups
Supplier sends Invoice electronically 
Invoice is Matched, Approved & Paid
Account Generation for iProcurement Requisition
Decide the rules for your account generation.
For this you will need to be customize PO Requisition Account Generator. For details of account generator implementation .

PO Create Documents Work flow

In iProc you create Requisitions, which then get converted to a Purchase Order using workflow “PO Create Documents”. 
In this workflow, you must examine & modify the default values of following attributes.few default values i just listed down
           Automatic Creation Allowed  : yes
                        Should PO be created from iProc- requisition without user intervention.
          Automatic Approval Allowed – Yes
            Should Contract be used to auto create Doc :Yes
Should non-catalog request be auto sourced from contract: Yes
Is Contract Required on Requisition Line : y/n
There could be other attributes of your interest, but my implementation involved usage of contracts to create Purchase Orders. We have a blanket contract against each iProc supplier. 

Mandatory Setups for iProcurement:

1.                   Profile Options

2.                   Shopping Category Creation

3.                   Category Hierarchy

   a.  Top Category (Browsing Category) - Create Top-Level Category

  i.   Child Category (Browsing Category) - Create Child

1.   Shopping Category (Item Category) - Insert Existing Child

4.                   Purchasing Category Creation

5.                   Category Mapping

               assign your default purchase category and map to your item category

6.                   Item Creation and Purchasing Category Assignment

7.                   Content Zone Creation

              where we keep our default suppliers and default categories

              where are getting items from specific suppliers or all suppliers we can able to                make setups, restrictions here

8.                   Information Template Creation

9.                   Smart Form Creation

              where we maintain default supplier information

              default item information, unit of measure, list price

10.               Create Stores

              where we create our stores to assigning to our particular smart forms,                              content zones

few profile options related to iprocurement

POR: Enable Requisition Line Customization: y/n

POR: Require Blind Receiving: y/n

POR: Purchasing News Location

POR: Support review for Express Receive: y/n

POR : Goods Line Type

POR: Contractor Expense Line Type

POR: Apply Expense Account Rules to Favorite Charge Accounts

POR : Preferences - Selected Items Default to Inventory

POR: Generate and Display Account at Checkout: y/n

POR: Override Requestor

POR: Contractor Expense Line Type

PO: Legal Requisition Type

POR:Allow Manual Selection of Source

POR : System Approvers are Mandatory

PO: Allow Requisition Approval Forward Action

venkatesh yadav m