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Smart Forms Setup Iprocurement

The document provides steps for setting up a Smart Form in an iProcurement system, including giving the form a name and descriptive purpose, selecting an operating unit and item type, entering default item information and restricting categories and suppliers, completing the basic Smart Form configuration.

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234 views1 page

Smart Forms Setup Iprocurement

The document provides steps for setting up a Smart Form in an iProcurement system, including giving the form a name and descriptive purpose, selecting an operating unit and item type, entering default item information and restricting categories and suppliers, completing the basic Smart Form configuration.

Uploaded by

jaldana
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Following steps demonstrates Smart Forms setup.

Switch to iProcurement Catalog Administration responsibility and Click on the Smart


Form subtab under Stores tab as shown below.
Click on the Create Smart Form button to create a new Smart Form.
Enter the name of the Smart Form. It is good to enter a descriptive and meaningful name. In this
example we are creating this Smart From to create requests for network components, therefore
we are reflecting the same in the name of the Smart Form.
Select the Operating Unit where this Smart form will be used.
You can create separate smart forms for different line types, hence select item type.
You may enter the default values in the fields of Default Item Information section and you can
also control the editable property by checking/unchecking User Editable checkbox. In our
example, we have entered default values in the Item Description and Category fields.
If the category is assigned to a commodity, in that case it will show the commodity name. We
have actually assigned the category 204.64 to the commodity code T12 Commodity, hence it is
showing the commodity name.
If we check the Restrict categories to above commodities checkbox, then the LOV in the
Category field will show only those categories which are assigned to the displayed commodity.
In the Default Supplier Information section, the value No in the Restrict Suppliers field
will allow to select any supplier who is having active site setup in the selected operating unit.
The value Category ASL will allow selecting the suppliers which exists in the ASL setup for
the selected category.
We have now completed the Smart Form setups.

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