Setting up Self Service Procurement
Requester experience
Self Service Procurement setup lets requesters search catalogs, build requisitions, and submit them without purchasing knowledge. Configure the requisitioning BU, requisition templates, smart forms, catalog content zones, public shopping lists, punchout suppliers, and approval rules. Requisition templates can constrain categories, destinations, and fields.
Content and validation
Catalog content must map to procurement categories, units of measure, and supplier sites. Content zones control what a requester sees. Punchout requires supplier configuration and return mapping. Validate that a requester can find an item and that the requisition routes to the correct procurement BU.
Worked example
An IT requester should buy only from an approved IT catalog. Create a requisition template restricted to IT categories and a content zone that exposes only the IT catalog. Assign the template to the IT requester role. Test with a non-IT item: it should not appear. If the item appears, the content zone or catalog category mapping is too broad.
Traps
Do not use a requisition template as a security role. Do not confuse public shopping lists with content zones. Do not publish catalog content before supplier site validation.