Inhaltsverzeichnis anzeigen

Setting up Impact Ordering as a catalog system

If you want to set up Impact Ordering so that it can be used by other procurement systems you have to:

• create an OCI-purchasing company, serving as purchaser for the OCI guest user.
• create an OCI-basic contract for each catalog that should be used.
• create a guest user.

Create an OCI purchasing company

This company serves as purchasing company for an OCI guest user. It is necessary to set up basic contracts for the Impact Ordering catalogs that are accessible via OCI.

If you want to create a purchasing company, you need to have the necessary authorization (for example, authorization set Company administrator).

1. On the Company administration page, click the link Companies.

   The Company page is displayed.

2. Click the New entry button.

   The Company profile page is displayed.

3. Enter a name for the purchasing company and activate the option Purchasing company in the section Attributes. The other entries are optional.

   Note: If a purchasing company is created subsequently, this company cannot view existing catalogs, as the purchasing company did not exist when the catalogs were imported and the catalogs can thus not be assigned and used.

4. Click Save.

Create an OCI basic contract

The basic contracts for OCI are used to fix a price group that the OCI guest user can view. For each Impact Ordering catalog which should be used by external purchasing systems, create a basic contract between the OCI purchasing company and the operator of the external systems.

If you want to create a basic contract, you need to have the necessary authorization (for example, authorization set Purchaser).

1. Select the menu item Control center and click the link Supplier administration.
2. Click the link Basic contracts.

   The Basic contracts page is displayed.

3. Click the New entry button.

   The Basic contract page is displayed.

4. Select the entry Standard from the list Contract type.
5. Select the operator of the external purchasing system from the list Supplier and the catalog from the list Catalog.
6. Enter a number for the basic contract in the field Contract no.
7. Click Save.

Create a guest user

This user serves as sample user. The user of the purchasing system can log on with this user. A copy of this user will be created during each login. The catalog-specific parameter login and pwd that are stored in the external system and therefore have to be transmitted to the external system operator, will be set here.

If you want to create a user, you need to have the necessary authorization (for example, authorization set Company administrator).

1. Select the menu item Control center and click the link User administration.

   The Users page is displayed.

2. Click the New entry button.

   The User profile is displayed.

3. Enter a name in the field Last name, for example OCI-user.
4. In the field User name enter the name login and in the field Password enter pwd.

   Note: Enter an expiry date of the password or activate the option Password will never expire.

5. In the section Settings, activate the option Display in Browser without Frames.
6. Click the tab Groups.
7. In the section Authorization sets click the button Add authorization set and select the entry External guest from the displayed list.

   Note: Do not assign any other authorization sets.

8. Make sure that at least one catalog has been assigned in the section Catalogs.
9. Click the Save button.

The login data of the guest user are transferred via the external interface and are identical for all users. Within Impact Ordering, a copy of the guest user is created for each external user. The scheduled task OCI User Care deletes these copies, if the external user has not been logged in long enough to the Impact Ordering catalog system.