SSPP
Scenario # Restrict Items in Self Service Purchasing Screen and provide access to
only the required depending on the position, location, department and authority.
---> Create 3 employees / SSP Users
---> Create 1 catalog administrator employee /user to manage the settings
Roles for SSP Users #
-- Employee,
-- Procurement Requestor
Roles for SSP Catalog Adminstrator User #
-- IT Security Manager
-- Application Implementation Consultant
-- Employee
-- Procurement Catalog Administrator
-- Procurment Manager
-- And set catalog adiministrator as : Procurement Agent
Setup and Maitenance #
Manage Functional Area Catalog #
----> Under "Purchasing" section
---- Create the catalogs (like Desktop, Laptop, Visiting Cards, Accessories,
Speaker etc...)
----------You can provide category Name, Code, Startdate, end date, Image,
Product Information Management #
---> Create items in PIM and save it. Once you save Item, Categories sction will
be enabled
--------- Assign Catalog category for the respective Item in "Categories" section
--------- We don't need to assign SSP items to any child orgs. It can be assigned
only at Master
--------- But in that case, Master Org suppose to have Location assigned and
Receiving Options setup
Person Management #
---> Assign Default Expense Account for all the employees, because the charge
account for SSP requisitions will get defaulted from here.
Procurement #
---> Create an Agreement (BPA) with all items and prices in line
--------- Click on Edit Item Lines
--------- Provide values to Item Attributes, Long Description, Supplier URL,
Attachement URL, Manufacturing URL, Manufacturing Part Number,
Alias, Image URL, Thumbnail Image, UNSPSC
-- It will all be visible in Shopping Cart in SSP home page for the rquestor
Manage Item Organization #
--> CRM would use Item Org, but it is not exactly the Item Master Org in Inventory.
----------- you can change the Master Org into as an Inventory Master Org ( only if
LE & BU is mapped)
--------------- Provide values for Inventory Organization Parameters for the Item
Master Org.
CATALOG ADMINISTRATOR LOGIN #
3 IMPORTANT SETUPS
--> Catalog category Hierarchy
--> Catalogs
--> Content Zones
1) --> Manage CATALOG CATEGORY HIERARCHY -- This will distinguish between who can
purchase what
--- Create your own categories in a hierachy. Provide all the info, including
images, links
Computer Browing
- Laptop Browsing, --Desktop Browsing, Visiting Cards,
XXX XXX XXX XXX XXX XXX XXX
Once the hierarchy is complete, you can start below adding Inventory Item
catagories
Insert ITEM Categories #
---> Select the catalog and click on Item Category and then Inventory Item
Cateogies
Make featured categories and associate the categories to your different
2)---> Manage CATALOGS
3 different catalogs can be created
--> Local Catalog
--> Punchout Catalog
--> Information Catalog
2.1)------------- CREATE LOCAL CATALOG
---> Create multiple Local Catalogs, sepeate for specific category where
restricition is required
---- Include the criteria and Then assign Category Names (crated in earlier
setup )
------------- CREATE CONTENT ZONES
----> Create multiple content zones for "Requisition" and associate the
specific catalogs
You can add CATALOGS, Public Shopping Lists, Smart Forms,
and set Security Level (All Requisition BUs, By Requisition BU, by
Worker)
--- LOGIN with SSP User and verify the catalogs / links / Images /
-- You can remove other Featured categories and keep only yours
2.2) --------- CREATE PUNCHOUT CATALOG
3 types of connection
(Direct cXML, Direct Oracle Native XML, Oracle Business network)
For setting this up, we need lot of supplier information like
--> Punchout URL / Password
--> Buyer Company Identification (Domain / Identity)
--> Mapset / UNSPSC codes to be mapped here
--> Supplier Names, Supplier Site,
2.3)---------- CREATE INFORMATION CATALOG
(This is kind of providing some sort Information(like policies, new
products,etc) via an URL
--- provide IMAGE URL, Browing URL, Keywords
--- Assign Category
----- ADD IT to CONTENT ZONE accordingly
OTHER SETUPS
----> INFORMATION TEMPLATE
Manage Information Template Description Flexfields (Setup and Maitenance
form)
This is for an information like Visiting Cards to get values (Name,
Desig,etc) from DFF
---- Click on Manage Context --- Enter a name for context
--- Create Sensitive Segments
-- Create Value Sets
--- DEPLOY DFF
Back to Catalog Adminstarator Login :
----> Manage Information Template / Create an Information Template
--> Associate Categories (like --- Visiting Cards)
--> Attribute to List -- Assign the Context created in earlier setup
(DFF)
--> And also restrict to few items
-----> MANAGE PUBLIC SHOPPING LISTS
---> Add from catalogs whatever are the favourite or recommended items quite
often.
ASSOCIATE the public Shopping list in the CONTENT ZONEs
------> MANAGE PUCHASING NEWS
--> This is to broadcast news to all the SSP Users or any specific users...
------> MANAGE SMART FORMS
-- This is for description based items, like for Fixed Price service
--- when there is no item and need to purchase services or any one time
product based on description, this SMART form would help .
-- It may contain, amout, supplier, agreement...lot of info can be
added if require
------> MANAGE SUPPLIER CONTENT MAP SETs
Choose a supplier -> Click on "Manage Maps" --> Click on "Edit"
--> Systme will ask for Sing in Verification
--> This will bring all the categories of that supplier (like Amazon
Categories...)
---> We can change internal Categories for External Categories
--> Clik on "UPload Categories" in excel menu
--> Next time when you shop for that category, it wlll be mapped to
internal category
----- CREATE a CONTENT ZONE for Procurement
This is to add items in PO from catalog
