Supplier Management

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    Shivani Roy
    Configurable auto creation of site assignments for spend...Answered
    Topic posted September 28, 2018 by Shivani RoyBlue Ribbon: 750+ Points, last edited October 1, 2018, tagged How-To, Setup, Supplier Creation, Tip 
    230 Views, 7 Comments
    Title:
    Configurable auto creation of site assignments for spend authorized suppliers
    Summary:
    Configurable auto creation of site assignments for spend authorized suppliers
    Content:

    After a supplier's spend authorization request is approved, the following changes will be applied on the supplier profile:

    1. Supplier’s business relationship changed to Spend Authorized,
    2. New sites created for the supplier depending upon the addresses and business units available in the request, and
    3. Site assignments can be automatically created for the new sites.

    Sites and site assignments are necessary for any financial transactions for the supplier. Site creation is automated so that sites are available at the earliest and with minimal manual intervention.

    Site assignments are also auto created based on the Procurement BU of the site. For more flexibility, you have the option to control the auto creation of the site assignments i.e. you can configure whether auto creation should happen for site assignments or not.

    This configuration is controlled by a checkbox option ‘Auto create site assignments for spend authorized suppliers’ present on the Configure Supplier Registration and Profile Change Request setup. By default, the checkbox is enabled that means site assignments will be created automatically. Unchecking this checkbox will prevent the auto creation of site assignments post spend authorization request approval.

    If you choose to not auto create site assignments, you will have to create them manually from the Edit Supplier page before you enter transactions for such suppliers.

    screenshot.JPG?version=1&modificationDate=1538132157000&api=v2

    Best Practice:

    Based on the business unit setup, consider the number of client BUs that will need to transact with the sites. If the majority of them will need to use the sites for transactions, enable the auto create site assignments option. Otherwise, it may be better to manually create the site assignments rather than deleting the unwanted assignments created from the auto create configuration.

    Best Comment

    Ramesh Radhakrishnan

    Hi Shivani,

    Thanks for posting this document. Vey usefull yes

    - Ramesh

    Comment

     

    • Ramesh Radhakrishnan

      Hi Shivani,

      Thanks for posting this document. Vey usefull yes

      - Ramesh

    • Arabinda Chakraborty

      Thanks for this usefull post. 

    • Christopher Wise

      We are in the situation where once a supplier is spend authorized the supplier administrator then must add the supplier site.  I am confused is there or is there not an option to have the supplier site created automatically so that once a supplier is spend authorized they are ready to transaction in AP.

      Thank You

      • Piyush Singh

        Hi Christopher,

        This post was related to site assignments that can be configured to be automatically created along with sites when supplier's spend authorization request is approved.

        In your case, you already have a supplier approved as spend authorized. If the supplier went through the spend authorization approval process, you will get sites and their assignments automatically created (given other conditions are fulfilled). If you directly created the supplier as spend authorized, then you need to manually create sites. You still get the option to automatically create site assignments form the edit sites UI (or you can create them).

        Thanks,

        Piyush

        • Christopher Wise

          In our case you are exactly describing the problem we are having.  Our supplier IS going through the spend authorizations process yet the sites and assignments are not being automatically created.  Where is the configuration to force this to occur.  

          Per oracle support - they claim that sites will have to be added manually.

           

          • Piyush Singh

            Hi Christopher,

            When you register a supplier with 'Business Relationship' as 'Spend Authorized' and if you have a 'Procurement BU' selected, then for each of the addresses added to the registration request, you will get a site created when supplier is created from the registration request.

            When you promote an existing supplier with 'Business Relationship' as 'Prospective', you get to select Procurement BUs before submitting the request for approval. Again, sites will be created after the promotion request is approved based on supplier's addresses and the PBU selected.

            This does not require any configuration.

            For Site Assignments, you can control auto creation using the setup page 'Configure Supplier Registration and Profile Change Request'. By default it is enabled and you can use this setup page to stop the auto creation.

            Hope this helps.

            Thanks,

            Piyush