Posts

  • Ivan Pena
    How to Import Purchase Orders with Attachments45.0
    Topic posted June 14, 2018 by Ivan PenaBronze Crown: 15,000+ Points in Procurement > Purchasing public
    Title:
    How to Import Purchase Orders with Attachments
    Content:

    When you import orders, you may want to include attachments as well. The ability to add attachments to a purchase order using the ERP web service is planned for a future release. In the meantime, you can take the following approach:

    1. Navigate to the Configure Requisitioning Business Function page and disable the "Create orders immediately option after requisition import" option
    2. Fill in the Import Requisitions FBDI template with data for the Purchase Orders to be imported. Populate the emergency PO number in the template with the desired number for the  PO being imported. 
    3. The requisitions will be created, but not yet converted to orders. At this point, you can call the UploadAttachment operation of the ErpObjectAttachmentSoap web service to add attachments to the requisitions. Please review Uploading Attachments to Requisitions Using ERP Object Attachment Service (Doc ID 2261597.1)
    4. After adding the attachments, you can convert the requisitions to purchase orders by submitting the Generate Orders process , The attachments added to the requisitions will be copied over to the newly created purchase orders.
     
  • Ivan Pena
    Transaction Account Builder in Oracle Fusion Procurement...15.0
    Topic posted May 4, 2018 by Ivan PenaBronze Crown: 15,000+ Points, tagged How-To, Setup, White Paper in Procurement > Purchasing public
    Title:
    Transaction Account Builder in Oracle Fusion Procurement Whitepaper
    Summary:
    Transaction Account Builder in Oracle Fusion Procurement Whitepaper
    Content:

    Hello,

    A new version of the Transaction Account Builder in Oracle Fusion Procurement  Whitepaper has been published. It contains updates up to Release. 13 Update 18B.  Please refer to Transaction Account Builder in Oracle Fusion Procurement (Doc ID 2168691.1) for more details.

    Thanks,

    Ivan

  • Ivan Pena
    Desupport Notice for Oracle B2B Gateway in Procure-to-Pay...25.0
    Topic posted August 9, 2019 by Ivan PenaBronze Crown: 15,000+ Points, tagged Agreements, Orders, Payables, Supplier Communication in Procurement > Purchasing public
    Title:
    Desupport Notice for Oracle B2B Gateway in Procure-to-Pay B2B Communications in Update 20A
    Summary:
    B2B Gateway desupported as communication method for Procure to Pay Flow in Update 20A
    Content:

    Present Behavior:

    When setting up a supplier site in Oracle Procurement Cloud, you have three options for the B2B communication method you want to use to exchange B2B messages with the supplier:

    • None
    • Oracle B2B Gateway - Deprecated
    • Collaboration Messaging Framework

    The Oracle B2B Gateway - Deprecated and Collaboration Messaging Framework achieve the same end result, but have different setup and management capabilities. Oracle Collaboration Messaging Framework Cloud provides better capabilities to set up and manage B2B messaging with trading partners, including features such as message configuration and the ability to reprocess messages.

    Future Behavior:

    Starting in Update 20A, the Oracle B2B Gateway – Deprecated option will be desupported, and it will be removed as an option in a later release. 

    Effect on Customers:

    New Oracle Procurement Cloud implementations must not use the Oracle B2B Gateway - Deprecated option. If you are an existing customers using this B2B communication method, you must migrate your setup to use Collaboration Messaging Framework for all supplier sites enabled for B2B messaging. Refer to the Oracle Supply Chain Collaboration and Visibility Cloud What’s New for Release 19B and the Migrate Oracle B2B Trading Partner Setup to Collaboration Messaging Framework white paper (Doc ID 2564389.1) for details about the migration process.

  • Ivan Pena
    Using requisition descriptive flexfields in Transaction...5.0
    Topic posted June 25, 2018 by Ivan PenaBronze Crown: 15,000+ Points in Procurement > Purchasing public
    Title:
    Using requisition descriptive flexfields in Transaction Account Builder
    Content:

     

    Hello,

    I have received some queries about how to use the requisition descriptive flexfields in Transaction Account Builder, given that there are no specific sources to store them. The answer is that depending on the kind of transaction for which Transaction Account Builder is called, the following sources will contain the descriptive flexfield values from either the requisition or the purchase order:

    • PO Header Descriptive Flexfield Attribute Category
    • PO Header Attribute1-10
    • PO Header Attribute Date1-10
    • PO Header Attribute Number1-10
    • PO Header Attribute Timestamp1-10
    • PO Line Descriptive Flexfield Attribute Category
    • PO Line Attribute1-10
    • PO Line Attribute Date1-10
    • PO Line Attribute Number1-10
    • PO Line Attribute Timestamp1-10
    • PO Distribution Descriptive Flexfield Attribute Category
    • PO Distribution Attribute1-10
    • PO Distribution Attribute Date1-10
    • PO Distribution Attribute Number1-10
    • PO Distribution Attribute Timestamp1-10

    Hope this helps.

    Ivan

  • Ivan Pena
    Upcoming Live Event: Configure Procurement Notifications...55.0
    Topic posted May 16, 2018 by Ivan PenaBronze Crown: 15,000+ Points in Procurement > Purchasing public
    Title:
    Upcoming Live Event: Configure Procurement Notifications using BI Publisher Templates
    Summary:
    Configure Procurement Notifications using BI Publisher Templates Live Event
    Content:

    ERP Cloud

    ERP – Configure Procurement Notifications using BI Publisher Templates

    Ivan Pena, Senior Manager, Product Management, Oracle Procurement Cloud
    Boyuan Zhu, Project Lead, Product Management, Oracle Procurement Cloud
    Amit Arora, Principal Product Manager, Product Management, Oracle Procurement Cloud
    Prasanthi Petla, Principal Product Manager, Product Management, Oracle Procurement Cloud

    This session will cover requisition and purchase order approval notifications as well as negotiation invitation notifications.

  • Ivan Pena
    How to allows users to populate a segment of the PO charge...4.7
    Topic posted July 16, 2018 by Ivan PenaBronze Crown: 15,000+ Points, tagged Fusion, General Ledger, Setup, Tip in Procurement > Purchasing public
    Title:
    How to allows users to populate a segment of the PO charge account
    Summary:
    How to allows users to populate a segment of the PO charge account
    Content:

    Business case

    You want users to be able to provide values for one or more segments of the chart of accounts, while allowing the application to derive the remaining segments using TAB (Transaction Account Builder.),

    Solution

    You can enable a DFF to capture the segment values entered by the user, and then configure Transaction Account Builder to override the respective COA segments with the DFF attribute values.

    Example

    Assume your COA has a segment called 'Department" and you want your PO users to be able to provide the value for this segment, while allowing TAB to derive the remaining COA segments.  The following steps outline the required setup:

    1. Enable a PO header DFF and use an attribute (say ATTRIBUTE1) to capture the Department. Make sure the DFF attribute uses the same value set as the COA segment you want to populate. (Let's say the value set name is COA_Department.) 
    2. Define an account rule in TAB of type "Value set" for the value set used by the COA segment you want to override (COA_Department in this example),) and select the corresponding DFF source (PO Header Attribute1 in this example) as input.
    3. Use the account rule created in (2) to override the corresponding segment In the Transaction Account Definition. Note the transaction account definition needs to have a chart of accounts assigned, so that you are able to assign account rules to named segments (Department in this example.)

    Ivan

  • Ivan Pena
    How to enable sourcing of purchase orders to future dated...15.0
    Topic posted November 29, 2019 by Ivan PenaBronze Crown: 15,000+ Points, tagged Agreements, How-To, Orders, Setup in Procurement > Purchasing public
    Title:
    How to enable sourcing of purchase orders to future dated agreements
    Content:

    Business case

    When a purchase order sourced  to a purchasing agreement is submitted for approval, Oracle Purchasing Cloud validates that the requested delivery dates on the purchase order schedules fall between the effective dates of the source agreement. Instead, you may want to enable the use of future dated agreements, so that a purchase order can be sourced to a purchase agreement that is not yet effective.

    Solution

    You can use the profile option "PO_REQUESTED_DELIVERY_DATE_VALIDATION" to relax the validation that the requested delivery date must be within the source agreement's effective dates. This applies to both contract purchase agreements (CPA) and blanket purchase agreements (BPA.)

    When this profile option is disabled (i.e, set to No) you can allow submission of purchase orders having purchase order schedules with requested delivery date before the source agreement's start date. 

    Example

    You have created the  following agreements for the same supplier, item, and UOM:

    Agreement Number
    Start Date
    End Date
    123 01-JAN-2019 30-JUN-2019
    456 01-JUL-2019 31-DEC-2019

    A PO with requested delivery date of 01-AUG-2019 will fail submission validation if agreement 123 is referenced, regardless of the profile option setting.

    A PO with requested delivery date of 01-MAY-2019 will fail submission validation if agreement  456 is referenced and the profile option is enabled, but will pass submission validation if the option is disabled. 

    How to set up

    You can go to the Manage Purchasing Profile Options page, select the profile option PO_REQUESTED_DELIVERY_DATE_VALIDATION, set the value to No, and save. Refer to the screenshot for an example. 

    Image:
  • Ivan Pena
    ERP – Self Service Procurement Catalog Management: Best B...25.0
    Topic posted October 3, 2018 by Ivan PenaBronze Crown: 15,000+ Points, tagged Manage Procurement Catalog in Procurement > Self Service Procurement public
    Title:
    ERP – Self Service Procurement Catalog Management: Best Business Practices, 9 October 2018, 9 a.m. PT - Submit Questions
    Content:

    Submit your questions for the ERP – Fusion Self Service Procurement Catalog Management: Best Business Practices session to have them answered during the live event. Post your questions by posting a new comment to this topic.

    Please submit your questions by Monday, 8 October 2018.

  • Ivan Pena
    Purchasing Cloud New Features in Release 13 (update...5.0
    Topic posted April 6, 2018 by Ivan PenaBronze Crown: 15,000+ Points in Procurement > Purchasing public
    Title:
    Purchasing Cloud New Features in Release 13 (update 18B)
    Summary:
    Purchasing Cloud New Features in Release 13 (update 18B)
    Content:
    The following new features will be available in Release 13 (update 18A):
    • Default Purchase Order Payment Terms from Invoice Options
    • Import Purchase Orders with Agreement References
    • Extend Outbound Purchase Order Message
    • View More Descriptive Exception Messages in the Purchasing Document Import Program

    You can review these new features in the following release readiness material and documentation.

    Please feel free to post any questions or comments here.

     
  • Ivan Pena
    19D Known Issue: Supplier and currency information don't...
    Topic posted November 29, 2019 by Ivan PenaBronze Crown: 15,000+ Points, tagged Orders, Requisition Processing in Procurement > Purchasing public
    Title:
    19D Known Issue: Supplier and currency information don't default from requisition onto document builder
    Content:

    Issue

    In the Process Requisition page, the Supplier, Supplier Site, and Currency fields don't default from the requisition line onto the new document when you add a requisition to the Document Builder. This results in an error when you click Create in the Add to Document Builder dialog box.

    Resolution


    To resolve the issue, follow one of these solutions

    • In the Add to Document Builder dialog box, change the Type to Existing Order and then change it back to New Order.
    • In the Process Requisition page, do these steps:
      1. Click Add to Document Builder.
      2. In the Add to Document Builder dialog box, click Cancel.
      3. Click Add to Document Builder.
    • In the Add to Document Builder dialog box, select the values manually for the Style, Supplier, Supplier Site, and Currency fields, and click OK.
    • In the Create Procurement Agents page, change access to either Full or Modify for the Manage Purchase Orders action.

    Issue is fixed in Release 19D - January maintenance pack. Customers who can't wait until January maintenance pack release can request a cumulative weekly bundle to be applied earlier. The screenshot below illustrates the issue.  Refer to Doc ID 2611394.1  for more details.

    Image: