Realms Setup In iProcurement

Realms restrict the user access to iProcurement categories in any of two level

1. Responsibility level

2. User level

Define Realms:

Responsibility: Purchasing SuperUser

Navigation: Setup > E-catalog Admin > Realms

Enter Realms on the form as shown below

The iProcurement categories are attached to the Realm as components. We have a choice of attaching Item Sources or Categories asComponent Type. The Component Type LOV is given below

1.Responsibility level:

Now the realms are all setup. We shall now assign the realm to the responsibility and/or user. First let us assign the realm to a responsibility. Open the responsibility form.

Responsibility: System Administrator

Navigation: Security > Responsibility > Define

Basic shopping flow in iProcurement

Navigate to iProcurement Responsibility (N) Home Page > Shop. Search or select the item to procure and add to the shopping cart. once all the required items are selected to the shopping cart we can check out with any of the three available methods.

Checkout Methods: Comparison
From the user perspective the different checkout methods dictate the amount of information that requesters must enter to complete an order. From the implementation perspective the methods differ in how much help entering information you expect the requester to require. For example, power checkout provides the same access to requisition information as step-by-step, but does so in fewer pages.

Step-by-Step Checkout
Requesters are led step-by-step through entering the details needed to create an order. Requester needs less experience to complete the order process. Defaults details from requester's My Profile, which the requester can override Requires the Review/Submit step

This checkout method is ideal for the

How To Include Only "Inventory items" In a Store at iProcurement?

Complete the following steps to setup a Store for an Internal Items Catalog

• Login to iProcurement Catalog Administrator
• Click on Manage Catalogs
• Create Catalog - Select local Catalog
• Select the checkbox titled " Include items without suppliers in this catalog.  For example, internally orderable items "
• Press Submit
• Press Ok
• Click on Manage Stores
• Click on Create Store
• Name your Store