Step-by-step Oracle Fusion Redwood Self Service Procurement (RSSP) — Configuration & Test Guide

Introduction

You can access the Self Service Procurement application on a mobile, tablet, laptop, or desktop web browser, or add it to your home screen for a full-screen, app-like experience.

You can perform various procurement activities such as search for items, create and manage requisitions, submit requisition, and check requisition statuses.

The application facilitates quick requisitioning of goods and services while on move, enabling you to complete tasks efficiently and help you focus on core responsibilities.

You can use the application to perform these activities:

• Set up and update requisitioning preferences
• View recently submitted requisitions with enhanced requisition statuses
• Use Featured Categories for easy access to items and services
• Use Elastic-based smart search to find catalog items and services
• Punchout to supplier sites either through catalog or search items
• View catalog item details
• Create smart form-based requests with information templates support
• Create noncatalog requests
• Shop using public and personal shopping lists
• Create personal shopping lists and add items to them
• Cart checkout to review and update requisition information
• Submit requisition for approval
• View current approver with whom the requisition is pending for approval
• Search and manage requisitions and lines

Process Steps

1. Enable Redwood features in the Procurement offering.
2. Create item categories (Laptop, Desktop, Business Cards).
3. Create catalog items and add images/descriptions.
4. Configure receiving parameters (set Receipt Routing).
5. Create a Purchasing Agreement (BPA) for automatic PO creation.
6. Create a Local Procurement Catalog and map browsing categories.
7. Build Catalog Hierarchy and assign item categories to browsing categories.
8. Create Smart Forms and Information Templates for non-catalog requests.
9. Create Content Zones and attach catalogs & smart forms.
10. Configure Requisition Business Function (defaults, deliver-to, org).
11. Create users, assign roles, and run ESS jobs (import users/roles, LDAP).
12. Assign Catalog Admin / Procurement Agent and other role mappings.
13. Test Redwood SSP as end users: set preferences, browse, add to cart.
14. Submit requisitions and verify approval flow (auto or manual).
15. Review generated Purchase Orders and complete receiving (receive/return/correct).
16. Verify reporting/views (My Requisitions, Requisition statuses).
17. Tidy up: add shopping lists, informational catalogs, news, mapping sets, punchouts.

Detailed step-by-step

1. Enable Redwood features in Procurement

Ensure the Redwood user experience is enabled for your Procurement offering in Setup and Maintenance → Offerings. Without Redwood enabled, the modern SSP pages, content zones, and smart search will not be available.

2. Create Item Categories

Task: Manager Functional Area Catalog → Purchasing Catalog Create the item categories you will use (for example 100.Laptop, 100.Desktop, 100.Business Cards).

Plan your category naming and hierarchy ahead of time so browsing is intuitive for end users.

Click Purchasing Catalog and then add 3 Categories

·         100.Laptop

·         100.Desktop

· 100.Business Cards

Create catalogs and assign suitable images

You can search for relevant image on internet

3. Create Catalog Items

Create the actual catalog items and assign each item to its category. For each item add:

• A concise name (e.g., Laptop-001)
• Short and long descriptions (e.g., Ultra 7 — 32 GB RAM, 500 GB SSD)
• An image URL or uploaded image Accurate descriptions and images improve search relevance and buyer confidence.

Set the Categrory

4. Configure Manager Receiving Parameters

Navigate to Manage Receiving Parameters and set receipt behavior. For expense items, set Receipt Routing = Direct Delivery so receiving is simplified and does not require inventory staging.

5. Create a Redwood Purchasing Agreement (BPA)

Create a Blanket Purchase Agreement with agreed pricing and terms. Enable options to allow automatic PO creation from requisitions sourced to the agreement — this automates the P2P flow for cataloged items.

Next step is to create Procurement Catalog and Smar Form and Content Zones

Prerequisite:

·         User must be a Buyer

·         Access to BU

·         Procurement Catalog Administrator role and access to BU

Navigation: Procurement > Catalog

Tasks

6. Create a Local Procurement Catalog

Navigation: Procurement → Catalog → Create Local Catalog.

• Include items from relevant agreements (select “Include items from all agreements” if appropriate).
• Assign the catalog to the target Business Unit(s). Local catalogs provide a controllable set of items to display in Redwood pages.

7. Build Catalog Hierarchy & Browsing Categories

Open Manage Catalog Hierarchy → select the root catalog → create browsing categories (e.g., DXB Shopping Category). Attach images (image links must be publicly reachable or stored in an accessible location). Insert the item categories you created into the browsing nodes so users can browse by friendly categories.

7. Build Catalog Hierarchy & Browsing Categories

Open Manage Catalog Hierarchy → select the root catalog → create browsing categories (e.g., DXB Shopping Category). Attach images (image links must be publicly reachable or stored in an accessible location). Insert the item categories you created into the browsing nodes so users can browse by friendly categories

8. Create Smart Forms & Information Templates

Smart forms are used for structured non-catalog requests.

Build a smart form with fields that capture required procurement details (quantity, justification, shipping info).

Extend smart forms with Information Templates and Descriptive Flexfields (DFFs) to collect any custom business data.

Create a new Smart form as per below screenshot

9. Create Content Zones and Attach Catalogs/Forms

A Content Zone ties catalogs, smart forms, and content cards together for the Redwood homepage. Create a content zone and attach:

• The local catalog (for shopping)
• Smart forms (for quick non-catalog requests) This creates the user-facing shopping/home page experience.

10. Configure Requisitioning Business Function

Under Setup → Requisitioning Business Function, set defaults for the BU:

• Default Deliver-To Location
• Default Inventory Organization (Master Org)
• Default charge/expense account settings These defaults ensure consistent requisition behavior and fast user entry.

11. End-to-End Test — User Experience

Login as a requester and navigate to Redwood Requisition.

Set personal requisitioning preferences (deliver-to, default chartstring, etc.).

Browse categories, use the smart search, and add items to cart. Confirm images, descriptions, pricing, and availability display correctly.

12. Submit Requisition & Validate Approval Flow

Submit a requisition. Depending on your configuration:

• If auto-approve is enabled, the requisition will advance automatically.
• If manual approvals are required, verify approver routing and notification. Monitor the requisition status (Approved → Order Processing).

Lets add three items to Cart by clicking add to cart button

Select and submit

13. Review Auto-Created Purchase Orders

For requisitions sourced to a BPA, confirm the system creates Purchase Orders automatically. Validate PO lines, quantities, supplier, and accounting. Ensure the PO links back to the originating requisition.

Smart forms

Select Second Card in the first row: DXB Smart Form for Quick Purchase

Fill details and select Add to Cart

Requisition is approved and this requires manual purchase order processing as its not sourced from any purchasing agreement

14. Review Auto-Created Purchase Orders

For requisitions sourced to a BPA, confirm the system creates Purchase Orders automatically. Validate PO lines, quantities, supplier, and accounting. Ensure the PO links back to the originating requisition.

15 Receiving, Returns & Corrections

Test receiving workflows for items with receiving enabled:

• Create a receipt against the PO
• Process a return (if needed)
• Make corrections to receipt quantities or statuses Verify inventory and accounting updates behave as expected.

16. Manage Shopping Lists, Informational Catalogs & Content

Create Public and Personal shopping lists for recurring purchases. Configure an Informational Catalog (read-only items or policies) and add Purchasing News cards to the content zone for communications and guidance.

17. Additional Config & Cleanup (mapping sets, punchouts)

Set up Mapping Sets for category/item attribute mapping and configure Punchouts to supplier catalogs where applicable. Test punchout sessions and basket return flows.

18. Verification & Support Views

Finally, validate reporting and user views:

• My Requisitions — ensure requisition headers and lines display correctly (note: if no header description, the system uses the first line as the title).
• Requisition Search — test filters, statuses, and approver visibility.

Final tips

• Plan your category hierarchy and images before building catalogs.
• Use clear item names and rich descriptions to improve adoption.
• Test one BU / one catalog end-to-end before scaling.
• Document any custom DFF fields or information templates for future admins.

Comment or message for any potential error or missing steps in this article.

For further details, please visit Oracle Documentation: https://docs.oracle.com/en/cloud/saas/procurement/25d/oaprc/get-started-with-the-self-service-procurement-application.html

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