Before You Install the Recipe

You must perform the following configuration tasks on your Oracle SCM Cloud and KanbanBOX instances in order to successfully run the recipe.

Configure Oracle SCM Cloud

To access Oracle SCM Cloud from Oracle Integration and create purchase orders and work orders, you’ll need to perform the following configuration tasks on your Oracle Fusion Cloud SCM instance.

  1. Perform all the base configurations in Oracle SCM Cloud, including setting up security, access roles, inventory, procurement, manufacturing, and product hub. Here is a list of important base configurations:
    1. Configure descriptive flex-fields in work order and/or purchase requisition, depending on your implementation requirements, for storing the Kanban card identifier.
    2. Optionally, configure a distinct sub-inventory for your Kanban-specific inventory.
    3. Leverage a Blanket Purchase agreement to automatically convert your purchase requisitions for Kanban items into purchase orders.
  2. Create a integration user account on Oracle SCM Cloud.

    To access Oracle SCM Cloud from Oracle Integration, you’ll require a separate user account on Oracle SCM Cloud.

    Log in to the Oracle SCM Cloud instance as an Administrator and perform the following tasks.

    1. Create a user account for Oracle Integration. Make a note of the user name and password you set for the account. You’ll use the credentials of this user account to connect to Oracle SCM Cloud from Oracle Integration, using the Oracle ERP Cloud adapter.
    2. Assign the following roles to the user account. See Assign Required Roles to an Integration User in Using the Oracle ERP Cloud Adapter with Oracle Integration 3.
    3. In addition to the above roles, also assign the following roles and privileges to the account:
      • Accounts Receivable Manager
      • Buyer
      • BuyerGSE
      • Cost Accountant
      • Employee
      • GSE Role for RFSmartAdvanced Procurement Requester
      • Inventory Manager
      • Manufacturing Engineer
      • Order Manager
      • Procurement Application Administrator
      • Procurement Catalog Administrator
      • Procurement Manager
      • Procurement Preparer
      • Procurement Requester
      • Production Operator
      • Production Supervisor
      • Quality Engineer
      • Receiving Agent
      • Supplier Administrator
      • Supplier Manager
      • Supplier Qualification
      • Warehouse Manager
      • Warehouse Operator
      • Warehouse OperatorEmployee

Configure KanbanBOX

To access KanbanBOX from Oracle Integration, you’ll need to perform the following configuration tasks on your KanbanBOX instance.

  1. Obtain the API key associated with your KanbanBOX instance.
  2. Configure the outbound payloads from KanbanBOX. In order to configure this, you’ll require the following information from the Oracle SCM Cloud instance.
    • Unit of Measurement
    • Customer Number
    • Business Unit
    • Requestor
    • Buyer
    • Delivery Location
    • Organization
    • Part Number
    • Customer Name
    • Supplier Name
    • Supplier Number