Setting up Indirect Procurement Based on Categories

The Indirect Procurement Based on Categories feature enables users to make indirect purchases based on predefined categories. This section explains how to set up this feature in Order and Inventory Management.

Note: You must be signed in as the System Administrator to make the changes required to enable this feature.

Step 1: Assign Permissions

Ensure the permission sets below are assigned to the corresponding users.

Permission Sets
Permission Set	Assign To
OIM - View Purchase Orders	Users who will need to view purchase order lines based on categories.
OIM - View Requisitions	Users who will need to view requisition lines based on categories.
OIM - Initiate Acquisitions	Users who will need to view, create, edit, clone, cancel, and delete purchase order lines based on categories.
OIM - Manage Items	Users who will view, create, edit, clone, and delete product groups. This includes marking product groups as categories so that they can be available for selection when creating purchase order lines or requisition lines based on categories.
OIM - Manage Requisitions	Users who will view, create, edit, clone, cancel, and delete requisition lines based on categories.
OIM - Manage Purchase Agreements	Users who will view, create, edit, clone, cancel, and delete purchase agreement lines based on categories.

For information about permissions sets and how to assign them, see:

Step 2: Assign Layouts to Record Types in the Required Profiles

Assign the layouts and object record types listed below to the profiles that you require.

Layouts and Record Types to Assign to Profiles
Object	Layout	Record Type
Purchase Order Line Item	Purchase Order Line Category Layout	Category
Requisition Line Item	Requisition Line Category Layout	Category
Purchase Agreement Line	Purchase Agreement Line Category Layout	Category

Note: If you are using your own custom layouts, ensure you assign them to the record types indicated in the table above.

For more information, search for "Assign Record Types and Page Layouts in the Enhanced Profile User Interface" in the Salesforce Help.

Step 3: Add Fields to Layouts

You must manually add the field listed below to its corresponding page layout.

Fields to Add to Layouts
Object	Layout	Fields to Add
Product Group	Product Group Layout	Category
Product Group	Product Group Layout	Purchase Analysis GLA for Category Note: This field is only required if you have the Order and Inventory Management – FinancialForce Connector package installed.

Note: If you are using your own custom layouts, ensure you add the Purchase Analysis GLA for Category field to the corresponding layout for product groups.

We recommend that you also update the help text for the SCMC__Purchase_Analysis_Account__c field on the Product Group object with the new help text value introduced in Spring 2022.

Updates to SCMC__Purchase_Analysis_Account__c introduced in Spring 2022
Object	Field API Name	Field Label		Description		Help Text
Object	Field API Name	Original Value	New Value	Original Value	New Value	Original Value	New Value
Product Group ( Order and Inventory Management – FinancialForce Connector)	SCMC__Purchase_Analysis_Account__c	Purchase Analysis Account	Purchase Analysis GLA for Product	None	The purchase analysis general ledger account assigned to the product related to this product group. When exporting AP vouchers to Accounting, this is the general ledger account used for AP voucher lines associated with purchase order lines with an item that relates to the product.	None	The purchase analysis general ledger account assigned to the product related to this product group. When exporting AP vouchers to Accounting, this is the general ledger account used for AP voucher lines associated with purchase order lines with an item that relates to the product.

For more information on how to add fields to layouts, search for "Customize Page Layouts with the Enhanced Page Layout Editor" in the Salesforce Help.

Step 4: Enable Feature Console Features

Note: The Feature Console features listed in this step might be already enabled. Additionally, they are only required under the circumstances indicated below. You can skip this step if you do not need to enable them.

Ensure the following Feature Console features are enabled.

Feature Console Features to Enable
Feature Console Feature	Enabling Required Only If
Indirect Procurement	The Order and Inventory Management – FinancialForce Connector is installed and your users make use of it to produce journals in Accounting. For more information on how to enable this feature see, Enabling the Indirect Procurement Feature.
Acquisition Process Enhancements	Your users will use the Recurring Purchase Orders functionality for purchase orders with category lines. For more information on how to enable this feature see, Enabling the Acquisition Process Enhancements Feature.