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Implementation guide · the Al Noor Trading scenario · progress saves in this browser

Implement Self Service Procurement: the core setup, step by step.

This guide takes you from an empty system to employees ordering for themselves in the Redwood pages. Eight phases, every step with the exact task name, what to enter, and how to prove it worked before you move on. We build around one real company the whole way, so every setting has a reason you can explain to a client. Your progress saves in this browser.

What this guide covers, and what it deliberately does not
Covered here

Requisitioning BU configuration, roles and procurement agents, catalogs and smart forms, content zones, approvals, Redwood search setup, requester testing, go-live.

Conditional: ask before you start

Punchout supplier catalogs. Budgetary control and funds checks. Requisition import from other systems. Internal material transfers. Projects and capital purchases. Each becomes required the moment your project selects it.

Owned by other teams

Enterprise structure and ledgers (Finance). Workers and the approval hierarchy (HCM). Roles and data access (Security). The item master (Product Management).

Not covered yet

Charge-account and distribution design detail, the catalog content operating model, a full SIT/UAT pack, and data conversion. Planned as this guide expands.

Your scope decisions turn conditional areas into required ones. Verify every task in your own instance and release; Oracle changes setup each quarter.

Where to next

Guide 1 of 7. Keep the story going:

Part 1 of 7 in the implementation series: all guides · Purchasing →. The story continues company-wide: Al Noor Trading is the same business in every guide.

Task names, privileges, profile options and process names are checked against the current release (26C); screens move between updates, verify in your instance. Companions when you go deeper: REST API Finder · Releases · P2P, Step by Step.