Posts

Posts

  • Mohammad Arif Zaffar
    Approval Rules Report/Query15.0
    Topic posted Yesterday by Mohammad Arif ZaffarGreen Ribbon: 100+ Points, tagged Approvals, Approvals/Notification in Procurement > Purchasing public
    Title:
    Approval Rules Report/Query
    Summary:
    Approval Rules Report/Query
    Content:

    Hello, 

    I believe till 19B, we do not have any report to show the details of PO Approval rules. 

    Appreciate if someone can share a query to extract the rules information along with conditions and actions. 

    One a separate note, do we have any excel upload option for PO approval rules. 

    Thanks

  • Ian Scott
    How to do approvals without HRAnswered5
    Topic posted July 16, 2019 by Ian ScottRed Ribbon: 250+ Points, tagged Approvals, How-To, White Paper in Procurement > Self Service Procurement public
    Title:
    How to do approvals without HR
    Content:

    I'm currently looking it a client that wants to implement Procurement but not will not be using HCM. How would one go about creating approvals for Procurement documents without access to HR? Can someone point me to a support document or white paper that might outline how this is possible?

  • Dev Thota
    List of available KFF in Inventory15.0
    Topic posted July 15, 2019 by Dev ThotaSilver Trophy: 7,500+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, BI Publisher Reports, Internal Material Transfer, Inventory & Cost Management Analytics Cloud, Inventory Cloud in Logistics > Inventory public
    Title:
    List of available KFF in Inventory
    Summary:
    List of available KFF in Inventory
    Content:

    Hi all,

    List of available KFF in Inventory.

     

    Thanks,

    Dev Thota.

    Version:
    19B
  • Mohammad Arif Zaffar
    Approval Rules enhancements44.0
    Topic posted July 14, 2019 by Mohammad Arif ZaffarGreen Ribbon: 100+ Points, tagged Approvals, Approvals/Notification in Procurement > Purchasing public
    Title:
    Approval Rules enhancements
    Summary:
    Approval Rules enhancements
    Content:

    Hello, 

    I am looking for an intelligent solution which should minimize the number of approval rules for PO. We have around 4000 approval rules based on a very complex 'Delegation of Authority'. 

    Scenario:

    There is one condition 'material type', for example which contains 5 values  say A, B, C, D, E

    when it is ' A' it should go to for approval to  'Person AA'

    'B' it should go to for approval to  'Person BB'

    'C' it should go to for approval to  'Person CC'

    'D' it should go to for approval to  'Person DD'

    'E' it should go to for approval to  'Person EE'

    We have 5 amounts slabs   >1M   >5M   >10M    > 15M   >above 15M    

    so techincally I have to create   5*5=25 approval rules 

     

    Correct me if I am wrong but I believe cloud Saas does not support dynamic approval group which could be useful as per my scenario. 

    Looking forward for any out of the box solution. 

    Thanks

     

  • Dev Thota
    Unable to create a receipt in my receipts?55.0
    Topic posted July 8, 2019 by Dev ThotaSilver Trophy: 7,500+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Internal Material Transfer, Inventory Cloud, OTBI, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Tip in Logistics > Inventory public
    Title:
    Unable to create a receipt in my receipts?
    Summary:
    Unable to create a receipt in my receipts?
    Content:

    Hi all,

    Unable to create a receipt in my receipts?

    PO created through work order(WO).

    Thanks,

    Dev Thota.

    Version:
    19B
    Image:
  • Ashok
    How currency conversion works on Requisition Approval...5.0
    Topic posted July 5, 2019 by AshokGold Crown: 30,000+ Points, tagged Approvals, Approvals/Notification, How-To in Procurement > Self Service Procurement public
    Title:
    How currency conversion works on Requisition Approval Notifications
    Summary:
    How does the system convert and display amounts when multiple currencies are involved in an approval notification
    Content:

    Customers / Support

    I have been asked a few times these past weeks on some clarifications relating to approval notifications in the context of multiple currencies. I am providing a picture of how the system displays amounts when there are multiple currencies involved.

    Let us familiarize ourselves with some terms first:

    1. Functional Currency: The currency of the ledger associated with the Requisitioning BU in which the requisition was created

    2. User Preferred Currency (UPC): Fairly self-explanatory, this is the currency that has been identified as the preferred currency of the user

    3. User: In the context of this flow, the user is the Approver, not the requester (The significance of this description will be clear later in this article)

    4. Requisition Submission Date: This is the date on which the requisition is first submitted for approval

    5. Conversion Rate Type: The type of conversion that the system needs to use to convert Functional Currency to UPC

    6. Conversion Rate: The rate that the system needs to use to convert Functional Currency to UPC

    NOTE:

    1. The entire context of this article is the BIP Approval Notification (not ADF Notification)

    2. The functionality described also applies to both Email and Online Notifications.

    Display of Approval Amounts:

    1. The system always displays the Functional Currency as the primary display under Approval Amounts

    2. If the system can successfully convert into UPC, then the system displays the UPC based Approval Amount below the Functional Currency Approval Amount. The font in which it is displayed out of the box is slightly smaller to lend it more distinction

    3. If the system cannot successfully convert into UPC, then the system only displays the Functional Currency Approval Amount.

    So far, so good. Now, what is the logic the system uses to compute 2. above? This is where the terms described above come into play.

    UPC Conversion Logic:

    Currency Conversion Rate:

    1. If a currency conversion rate exists for the Requisition submission date, then the system uses that rate

    2. If a currency conversion rate does not exist for the Requisition submission date, then the system tries to look for a fall back rate: Rate that is available in the last 30 days

    Currency Conversion Rate Type:

    In order to get the currency conversion rate, it is logical that a conversion rate type should exist. So how does the system get that?

    1. If a currency conversion rate type has been defined for the Procurement BU associated with the Requisitioning BU of the current requisition in the setup entitled: Manage Common Options for Procurement and Payables, then the system uses that conversion rate type

    2. If a conversion rate type is not available on that configuration setup page, the system will use the Rate Type entitled 'Corporate'

    3. Also note that if a conversion rate type does exist in the configuration setup page but that happens to be a User defined Rate Type, then the system will not display the UPC approval amount. It will only display the Functional Currency approval amount.

    I hope this article has afforded clarity on the logic that drives the displays of approval amounts on requisition approval notifications.

    Feel free to add comments, ratings and observations on the same. One of the questions that came from the customers and support was why the values they were looking at in the approval notification were different than the values on the requisition itself. This article also provides you clarity on that question.

     

  • Anil Nair
    Bypass CPA reference for Non catalog request4
    Topic posted July 4, 2019 by Anil NairBlue Ribbon: 750+ Points, tagged Approvals, Approvals/Notification, Create Requisition, FAQ, How-To, Manage Procurement Catalog, Requisition Processing, Setup, White Paper in Procurement > Self Service Procurement public
    Title:
    Bypass CPA reference for Non catalog request
    Summary:
    Bypass CPA reference for Non catalog request
    Content:

    We have suppliers for which we have active contracts (CPA) but the business sometimes buy from the same suppliers without a contract (Non catalog).

    Example: 

    Supplier : Telstra

    Site: Melbourne

    CPA # 321231

    In the current functionality if I used the above supplier and site in Non catalog requisition OR smart form (without any value in agreement field) all the requisitions automatically picks the CPA# 321231.

    We have scenarios where business don't want the requisition to reference any existing contract (CPA) even though a CPA exists for the supplier and instead the non catalog requisition should be created without any agreement reference.

    How can we bypass/avoid the existing CPA reference of supplier on the non catalog request?

  • Sivaraj Shanmugham
    Prevent User from creating a PO without a backing PR65.0
    Topic posted July 2, 2019 by Sivaraj ShanmughamBronze Medal: 1,250+ Points, tagged Approvals, Orders in Procurement > Purchasing public
    Title:
    Prevent User from creating a PO without a backing PR
    Summary:
    Always enforce PR backed POs
    Content:

    We are exploring ways to disable the "Create Purchase Order" privilege for ALL buyers in the Org. 

    Looking for suggestions/feedback on how we can do this.

    Some options we are considering:

    1. Customizing the role appears to be an option but I am looking for other options. 
    2. Update PO Approval rules to reject POs (based on creation source?) or if there's a backing PR 

    Thanks, Siva

  • Sabarish Ganda
    User Cannot see the PO details in PO approval NotificationAnswered74.0
    Topic posted June 27, 2019 by Sabarish GandaGold Medal: 3,500+ Points, tagged Approvals, Approvals/Notification, FAQ, Fusion, Notifications, Setup in Procurement > Purchasing public
    Title:
    User Cannot see the PO details in PO approval Notification
    Content:

    Approval Notification is just showing APprove, Reject buttons, it is not showing any details in the body.

     

    Please check the attached Screenshot

    Version:
    Oracle Fusion 13, 19B
    Image:
  • Jim Van Tongerloo
    Approvals: Use Supervisor Hierarchy but skip CEO5
    Topic posted June 26, 2019 by Jim Van TongerlooSilver Trophy: 7,500+ Points, tagged Approvals, Approvals/Notification, Create Requisition in Procurement > Self Service Procurement public
    Title:
    Approvals: Use Supervisor Hierarchy but skip CEO
    Summary:
    Approvals: Use Supervisor Hierarchy but skip CEO
    Content:

    Hi,

    We want to use the Supervisor Hierarchy until the CEO is reached. Since level at which the requester is can be different, we set our 'number of levels' high enough so it will definitely reach the CEO (top worker).

    But we don't actually want the CEO to approve. (Ideally, we would have the approval stop on the level BEFORE the CEO).

    What are the options to achieve such thing in Procurement? Have the CEO user set up auto approval rules for anything that comes in for him?

    Thx