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    Ashok
    How to delete attachment categories in Requisitions?
    Topic posted May 5, 2019 by AshokGold Crown: 30,000+ Points, last edited May 5, 2019, tagged How-To, Requisition Processing 
    67 Views, 2 Comments
    Title:
    How to delete attachment categories in Requisitions?
    Summary:
    How to delete attachment categories in Requisitions?
    Content:

    Customers / Support

    This article was written based on a forum post question about whether attachment categories in Requisitions can be deleted. The answer to that question is fairly simple: No. These are seeded categories. But my colleague did a bit more analysis and presented an alternative.

    Business Requirement:

    In this specific use case, the customer did not want the category 'To Supplier' to be available when using Fusion Self Service Procurement and wanted to delete that category. As stated earlier, this is not feasible.

    Alternative Approach:

    In order to describe the approach, here is a brief narrative on the feature and its components. The Attachments feature has two components:

    a) Attachment Entities

    b) Attachment Categories

    Attachment entities represent where the attachments are visible, for instance, Headers, Lines, Smart Forms and and so on. Attachment categories are different types of attachments that are associated with each entity. The combination determines where the attachments are created, attached and how they flow through the procurement process. We recently published an article about the flow that you can find here:

    https://cloudcustomerconnect.oracle.com/posts/3c5c9ec293

    The attachments configuration can be accessed using the Fusion Setup and Maintenance task: Manage Attachment Entities (See Attachment 1 below). You cannot delete a specific category, but you can delete the entity and recreate it to include the categories you require.

    Process to achieve requirement:

    1. In the configuration page, find the attachment entity that you want to make the changes for

    2. Delete the entry for the attachment entity

    3. Critical: Recreate the same entry using the exact same configuration as before

    4. Add each of the attachment categories that you wish to expose for Self Service Procurement

    Sounds simple enough. But remember the following additional implementation considerations:

    1. The entity recreation should be identical. You cannot choose to provide different entity names. The database resource and table names should be identical in order for the system to recognize and process the details

    2. You can only recreate the previously seeded attachment categories. You cannot add new ones.

    3. Ensure that the attachment category names are identical during recreation.

    4. Most important, make sure you remember that if you remove a category through this process, it is unavailable for all users of the application. There is not a concept of certain user roles alone not being able to access a specific attachment category.

    As always exercise caution when performing these tasks and try these in test environments and test the flows to ensure the desired results are achieved before moving the configuration changes to a production environment.

    Attachment 1: Screenshot of the Manage Attachment Entities configuration

    Image:

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