Supplier Management

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Topic

    Alan
    Pay Alone Check Box for each Supplier Site
    Topic posted June 12, 2019 by AlanSilver Trophy: 7,500+ Points, tagged Financials, Payables 
    65 Views, 13 Comments
    Title:
    Pay Alone Check Box for each Supplier Site
    Summary:
    Was wondering if there is a way to mass update the Pay Alone check box for each Supplier Site for a Supplier?
    Content:

    We have a need to check the "Pay Alone" check box for each Supplier Site created for a Supplier, is there a way to mass update this, instead of manually going into each Supplier Site --> Payments --> Payment Attributes --> Payment Specifications to check the box?

    Thanks!

    -Alan

    Comment

     

    • Karthikeyan Sukumar

      Hi Alan- You can use the FBDI template supplier site in update mode to the bulk update for all the supplier which you required.

       

      Thanks!

      Karthik

       

      • Alan

        Thanks Karthikeyan for confirming, do you know if there are any instructions or white papers for this?

        Thanks!

        -Alan

    • Karthikeyan Sukumar

      Hi Alan

      1.Use the FBDI template by having the requried fields along with Pay Alone field marked with 'Y' which shown below.You can provide the batch ID unique number for the load

      2.Run the "Load Interface File for Import" from Schedule Process by Selecting "Import Supplier Sites" and upload the file which you have updated from the Step1

      3.Run the "Import Supplier Sites" from Schedule Process and provide the Batch ID which you given the template

       

      Thanks!

      Karthik

      • Alan

        Hi Karthikeyan, 

        I downloaded the FBDI Template, but do not see the column for Pay Each Document Alone, was this something that you added manually to do the template? Also, do you know if there is a way to download the existing suppliers that we currently have in Oracle?

        Ideally, wouldn't it be easier to download the template with all the suppliers we have, then just update the ones that we want to put "Y" for Pay Each Document Alone or is this something that is not possible and we have to fill in the template manually with all the suppliers/sites we want to update?

        Thanks!

        -Alan

    • Karthikeyan Sukumar

      Alan- It will be there.Just unhide all the columns and check or can you upload the template here.I will check and confirm

      Yes to get all the supplier & sites from the Oracle.You need to write the query to extract those required field information and dump those data in this template 

      If you think it is handful then you can key in else go with query to extract those information and dump the data in the template.

       

      Thanks!

      Karthik

      • Alan

        Thanks Karthik, I was able to figure this out thru trial and error playing with the template. 

        Are there any alternatives to write a query to extract the required field information of existing suppliers, maybe a report that can be ran instead? It would be so much easier if we could simply download the existing supplier data, then update the fields we want and re-upload back to Oracle to make the mass updates.

        Thanks again for your help and guidance, I greatly appreciate it!

        -Alan

        • Aishwarya Pawar

          Hi Alan,

          Yes you can use a seeded OTBI dashboard to meet your requirement. This dashboard will let you filter suppliers you need to update the flag. The results of the dashboard match the import template format.

          Attached is a screenshot with location of this dashboard in the Reports and Analytics workarea > Browse Catalog.

          You can use the following training video for more details.  Release 11 training: Supplier Reporting Enhancements.

          Thanks,

          Aishwarya

          • Alan

            Hi Aishwarya, 

            Thank you for providing a screenshot, I don't seem to have access to that report, I assume it is probably due to my permissions/profile? I assume that this is a standard report  that should be available for everyone? 

            Thanks!

            -Alan

            • Karthikeyan Sukumar

              Alan- Yes that is seeded report

               

              Thanks!

              Karthik

            • Aishwarya Pawar

              Hi Alan,

              Any user who views OTBI reports in the Reports and Analytics workarea should be able to access the report. Do you have access to Reports and Analytics at all.

              Thanks,

              Aishwarya

              • Alan

                Hi Aishwarya, 

                I do have access to Reports and Analytics, but I believe because of the way we set-up profiles and permissions, I do not have access to view reports relating to Supplier, my colleague who has the ability to create suppliers in Oracle, is able to view the seeded report!

                Thank you again!

                -Alan