Purchasing

Get Involved. Join the Conversation.

Topic

    Jim Van Tongerloo
    Purchase Order Approval views Life Cycle
    Topic posted August 7, 2019 by Jim Van TongerlooGold Trophy: 10,000+ Points, tagged Approvals, Approvals/Notification, Orders 
    74 Views, 13 Comments
    Title:
    Purchase Order Approval views Life Cycle
    Summary:
    Purchase Order Approval views Life Cycle
    Content:

    Hi all,

    Current setup:

    Various approvers in the approval flow of a PO who do not have procurement agent/buyer/purchasing roles.

    Upon opening the approval notification (email), they can click the 'View Order'.
    However, he is not able to click through on PR link (it is just a string, not clickable link).
    He is not able to see Life Cycle options.

    He only has 'Employee role'. Is anyone who should be able to view LifeCycle of a PO (meaning PR/PO/Receipt/Invoice), need Procurement Agent setup?

    Comment

     

    • Sanket Salve

      Hi,

      Will you share screenshot of the issue? same issue is with me.

      This is new feature after OTBI Email notification approval report.

      Reg,

      Sanket S

    • Ivan Pena

      Hi Jim,

      There is a feature planned for a future release that will enable line of business users to drill down to purchase orders from an OTBI report, with access to all view actions & further drilldowns to other pages such as the PO/schedule lifecycle.

      Ivan

      • Jim Van Tongerloo

        Hi Ivan,

        Could you confirm that a regular 'Employee' user is currently not able to see any other information except PO information, when clicking 'View Order' from the Approval Email notification?

        Lifecycle doesn't seem to be available before document is completely Approved anyway. But Requisition details are not available to him either..

    • Ivan Pena

      Hi Jim,

      Correct. The 'View PO" page a line of business user has access to is more limited that one a procurement agent has.

      Ivan 

      • Jim Van Tongerloo

        Hi Ivan,

        I gave this user Procurement Agent access 'View' access for Requisitions and Purchase Orders.

        There is no difference..

        • Sanket Salve

          Agree. It will not make a difference. Acc to me there is no relation for roles.

          An earlier version of fusion it was visible, maybe before 19B upgrade.

          Reg,

          Sanket S

      • Sanket Salve

        Dear Ivan,

        In my case even though the approver is procurement agent still he will not be able to click on the PR link as its greyed out, only he will be able to click on PO number which will navigate him to PO page.

        Reg,

        Sanket S

        • Rain Tsui

          Hi,

          To have the buyer view of PO, user will need to be an agent, have access to the view purchase order work area, and the view purchase order privilege. The buyer view of PO will allow user to drill down to all the related pages mentioned here.

          The view PO shown here is for non-buyer users. Before the feature Ivan mentioned is available, no further drilldown is available from this view. 

          Thanks,
          Rain

          • Jim Van Tongerloo

            Hi Rain,

            To my knowledge, the 'view purchase order privilege' is in a lot of roles, including Employee?
            My user has Agent access (view access for documents of other agents for REQ and PO).

            Only thing missing, according to your list, would be 'view purchase order work area'. Which is something we don't want all of our regular Employees to have access to.

          • Nitin Katare

            A few more details on the planned feature:

            You can include links to allow line of business users to drill down to purchase orders directly from Oracle Business Intelligence Publisher and Oracle Transactional Business Intelligence reports. This eliminates the need of having to set up those users as procurement agents to allow them to view purchase orders. For more details on how to use this feature, review the following white paper on My Oracle Support: Navigate to Purchasing Transactions from Reports (note 2444555.1).