Required Setup Steps for Sourcing Implementation

1. Set the Enterprise Name (Required)

You can specify the Enterprise name that is used in notification e-mails that are sent from Oracle Sourcing. To specify this name, run the following script
$APPL_TOP/pos/11.5.0/patch/115/sql/POSENTUP.sql
This script prompts for an enterprise name and updates the relevant tables with this
information. If you do not run this script, any notifications sent to supplier users will have "Default enterprise name" as the company name in the subject and body of these notifications.

2. Define System Profile Options (Required)

Profile options are one way to control system processing. They can control resource
usage as well as enable or disable certain application features. The following system
profile options relate to Oracle Sourcing. Other profile options are involved with
enabling integrations between Oracle Sourcing and other applications such as Oracle
Procurement Contracts and Oracle Services Procurement.

• Setting the option PO: Allow Autocreation of Oracle Sourcing Documents to Yes
enables buyers to use AutoCreate to generate draft auctions and Sourcing RFQs that
can then be completed and awarded in Oracle Sourcing.

• Setting the option PO: Display the Autocreated Document to Yes allows Sourcing to launch automatically from Oracle Purchasing once your buyers have finished AutoCreating the draft sourcing document. Buyers must also have a responsibility that contains the Edit Draft Negotiation function.

• The Award Approval feature allows buyer to go through an approval process before
creating a Purchase Order. Before using this functionality, you need to implement
Oracle Approvals Management following instructions in the Oracle Approvals
Management Implementation Guide. Afterwards, set PON: Enable Sourcing Award
Approval to Yes.

The system can search recent supplier transactions. Buyers can use this transaction
history to research a supplier’s performance, for example, when identifying suppliers
to invite to a particular negotiation. Set the PON: Supplier Transaction History
Time Period to a number to indicate the number of prior days the system should search for supplier transaction details.

• PON:External Application Framework Agent specifies a URL (typically outside your firewall) will be used for the links in notifications sent to suppliers. If this value is not specified, the system will use the applications frame work agent value assigned to the Sourcing Default Responsibility (See below).
• Setting the Sourcing Default Responsibility for External User profile option
specifies the applications framework agent that will be used if the PON: External Applications Framework Agent profile option is not set (See above). .

• In addition to the reports available from Oracle Sourcing, if you have Oracle Daily
Business Intelligence implemented, you can set POA: DBI Implementation to Yes to access additional reports from Oracle DBI.

• The POS: External URL profile option sets the URL included in notifications sent from the system

3. Assign Sourcing Responsibilities (Required)

During this step, you assign your users the responsibilities they need to perform their jobs. As you assign a user a responsibility, make sure that each buyer’s HR profile contains a first name, last name, and e-mail address.

The Sourcing Super User, Sourcing Buyer, and Sourcing Supplier responsibilities
come predefined with most of the necessary job functions. However, you can create
customized responsibilities using the job functions available. For a complete list of
the job functions defined, "Oracle Sourcing Responsibilities and
Functions.", will help you decide whether to create a customized responsibility, and if so, which job functions to assign to the new responsibility.

4. Register Suppliers and Supplier Users (Required)

Supplier companies must be registered with the system to access Oracle Sourcing and
participate in negotiations.
Once suppliers are registered, they can create profiles that supply detailed information on the products and services they provide. Buyers can search this supplier information to more efficiently target suppliers for negotiations they are creating. The system also tracks purchasing information on suppliers which can be used to generate many different reports for performance analysis.

The contacts at your supplier companies must also be registered with the system
and assigned the Sourcing Supplier responsibility before they can participate in any
Oracle Sourcing negotiations.

There are several other steps which are optional depending upon your specfic business requirements.

Thanks & Regards,
S.Grace Paul Regan