Supplier Management

Get Involved. Join the Conversation.

Topic

    Rushi Joshi
    Add static text in FYI: Approved Supplier Registration...
    Topic posted September 9, 2019 by Rushi JoshiSilver Medal: 2,000+ Points, tagged Business Intelligence, Fusion, How-To 
    63 Views, 15 Comments
    Title:
    Add static text in FYI: Approved Supplier Registration Request email
    Summary:
    Require to add a static text in the email body that a requester receives when a supplier requested by them earlier gets finally approved.
    Content:

    Hello everyone,

    Can anyone guide how to add a static text in an FYI email received by a requester when their requested supplier gets finally approved. Attached is the current email formate.

     

    Image:

    Comment

     

    • Niamath Jeddy

      Hi,

      • Get BI admin role assigned to yourself. Refer Oracle Fusion BI: How to Add the BI Administrator Role to a user in Release 12 and higher. (Doc ID 2238277.1)
      • Navigate as depicted in below snaps
      • Edit the email template

      Regards,

      Niamath

      • Rushi Joshi

        Hi Niamath,

        Thanks for the reply.

        We did check this at first place but not sure if this is the report we are looking for! This FYI email report is sent to the supplier, we need to modify the one which is sent to the requester of the requisition.

        Thanks

        Rushi

        • Piyush Singh

          Thanks Niamath for your prompt reply.

          Hi Rushi,

          You are right, the details shared earlier are applicable for FYI notifications sent to supplier users when an external registration request is dispositioned. For your requirement, you need to follow these steps to customize the notification:

          1. Enter in a sandbox,

          2. Access the BPM notification for registration request approved/rejected notification from worklist (email notification will not allow customization), 

          3. On the notification you will see Edit option (refer to the screen shot) that you need to click to customize the page, 

          4. Click on Add Content button (refer to the screen shot) and from a list of options that shows up, select Add Text to add a static text on the page.

          5. You may find the new region on top of the notification, you can drag it to show after Action Details region.

          6. Publish the sandbox after making the changes.

          Hope this helps.

          Thanks,

          Piyush

           

          • Rushi Joshi

            Hello Piyush,

            Thanks for your reply.

            This was certainly helpful but, I am looking for something else. The steps mentioned above will add a static text for the Approver of the request who can be a different person than the one who has requested the new supplier while raising the requisition at first place.

            If you can please refer the first image in my post, it is an email page (body) received by the person who had requested the new supplier originally from requisition dashboard. We are in need to add a static text in that email body.

            Regards,

            Rushi

            • Piyush Singh

              Hi Rushi,

              If you are customizing the notification sent to requester, then the customization will only reflect for that user. In your use case, the email notification that you are referring to also has a BPM notification that the user can access from the BPM worklist. As Procurement Application Admin, you need to access that notification and make the changes as suggested. The changes done to BPM notification should reflect in the email too.

              The notification I customized is the registration request approved FYI notification and is sent to requester of the registration request. So the change will not be for the approvers as they are not the recipient of this notification.

              Hope this clarifies.

              Thanks,

              Piyush

              • Rushi Joshi

                Hi Piyush,

                Let me try testing like you highlighted that the changes that are done to BMP notification should reflect in the email too, but again that will be limited to one specific user!

                In the one customized by you, did you just changed the BPM notification? and did that also reflected in the Approved FYI email notification? 

                Many Thanks,

                Rushi

              • Rushi Joshi

                Hi Piyush,

                Please find the attached, we tried customizing the BMP notification and it was expected to be reflected on email as well for the requester, but that didn't work!

                Rushi

                SS2.png (29KB)
                • Piyush Singh

                  Hi Rushi,

                  Thanks for testing and sharing your findings. Can you also confirm if you have published the sandbox?

                  Thanks,

                  Piyush

                  • Rushi Joshi

                    Hi Piyush,

                    Yes, the sandbox was published before approving. Had one more small observation that the email notification received after publishing the sandbox didn't show any information, please see the attachment.

                    So, do we have any other way to modify this?

                    --

                    Rushi 

    • Niamath Jeddy

      another snap.

    • Suman Guha

      Moved from Purchasing.