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Topic

    Arun
    Manage Supplier Profile Change Approvals - Rules
    Topic posted November 29, 2018 by ArunRed Ribbon: 250+ Points, tagged Supplier Profile Management 
    222 Views, 8 Comments
    Title:
    Manage Supplier Profile Change Approvals - Rules
    Summary:
    Configure Rules for FSM Supplier Profile Change Request Approvals
    Content:

    Hello,

    We are attempting to add custom rules to the Supplier Profile Change Approval Task in FSM. Is there any documentation that lists how custom Rules can be created?

    We have tested conditions in BPM for this Profile Change Request Approval Task. Support does not recommend this approach at this time.

    Thanks!

    Version:
    Procurement 11.13.18.10.0

    Comment

     

    • Piyush Singh

      Hi Arun,

      Can you please clarify as to what exactly you mean by custom rules and how do you plan to add them?

      Thanks,

      Piyush

    • Arun

      Hello Piyush,

      The business requirement is to forward the 2nd level approval to a specific approval group when Banks are updated in the supplier profile.

      This was achieved by using BPM rules to forward to the group based on CR request.

      This requirement is now modified to include only from the second request. 

      Support advised that FSM rules in the Supplier Profile change approval task should be used to achieve this. 

      If you are aware of any documentation associated with creation of these rules in FSM, please let me know.

      Thanks for your response!

      Arun

    • Piyush Singh

      Hi Arun,

      You can review our whitepaper 'Setting up Document Approvals: Oracle Fusion Procurement'. The whitepaper details FSM approval tasks and other aspects of authoring approval rules.

      Thanks,

      Piyush

    • Arun

      Thank you, Piyush.

      I do have the following clarifications:

      (1) Is User Defined Attribute different from User Defined Criteria? In Procurement Cloud (where only Supplier Management is enabled), UDA task is not available. Is it true only DFF may be used to add attributes for a Supplier?

      (2) User Defined criteria provides options using HCM. Is it possible to configure for Supplier Portal Cloud attributes?

      (3) Is there a document that provides the details of the conditions and expression builder under BPM Task rules?

      Thanks,

      Arun

    • Piyush Singh

      Hi Arun,

      1. User Defined Attributes and User Defined Criteria (HCM) are different. To extend supplier profile in Cloud, you need to use Descriptive Flexfields.

      2. UDC is not applicable for Supplier/Supplier Portal Cloud.

      I will try to help you with BPM documentation in sometime.

      Thanks,

      Piyush

    • Arun

      Thank you, Piyush! 

      If DFFs are the only option and UDA cannot be used, Is it true that custom rules for Supplier Profile management tasks are not possible in FSM?

      Also, Is it also true the dynamic approval groups cannot be used in Supplier cloud?

      Looking forward for your BPM documentation as well.

      Thanks,

      Arun

    • Piyush Singh

      Hi Arun,

      Yes, it is true that you cannot use custom rules for supplier profile management tasks in FSM. 

      Dynamic approval group is not supported but you can use the application role based routing which I am sure is dynamic enough to meet your requirements. The application role based routing can be configured only through BPM (and not supported from FSM task).

      Thanks,

      Piyush

    • Arun

      Hello Piyush,

      Thank you for your confirmation. Role based routing is a good option but I may require to create additional conditions

      I shall look forward for your BPM documentation.

      Thanks,

      Arun