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Posts

  • Ling Xiang
    R13.18A OTBI BI Catalog Lockdown5.0
    Topic posted June 15, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, BI Publisher Reports, OTBI, Reporting and Analytics, Sample Reports in Reporting and Analytics for SCM public
    Title:
    R13.18A OTBI BI Catalog Lockdown
    Summary:
    With 13.18A release customers will no longer be able to modify the shipped BI catalog content.
    Content:

    R13.18A OTBI Product Alert

    This product alert is published by Oracle OTBI Product Development.

    Release 13.18A Factory BI Catalog Lockdown

    To minimize upgrade regression, an enhancement has been introduced in the 13.18A release to permanently make the shipped BI catalog content read-only.  If users attempt to modify the shipped BI catalog content including folder permissions, they will receive an alert "You are not allowed to modify factory content. Save your own content in /Shared/Custom."  Customers that upgrade from R12 to R13 will no longer be able to make changes to the delivered BI catalog even with BI Administrator role. Starting with R13.18A, BI catalog folders will behave as follows:

    • Customers must save all custom content in /Shared/Custom folder or create new sub-folders under /Shared to maintain custom content.
    • Except for /Shared/Custom folder, customers can no longer make any modifications to the delivered BI catalog. If a user attempts to add, change or remove any object including permission list in the delivered catalog folder, he/she will get an error "You are not allowed to modify factory content. Save your own content in /Shared/Custom."
    • Customers are permitted to retain EXISTING custom top-level folders under Shared. All existing content in those top-level custom folders will be preserved.
    • Customers cannot add, remove or change permissions on the shipped folders, e.g. /Shared/ Human Capital Management
    • Customers cannot modify the folder permissions to 'hide' the shipped factory catalog folder, e.g. hide /Shared/Marketing.
    Impact on R12 upgrade customers:
    • For customers upgrading from R12, all existing custom content in /Shared/Custom or custom folders under /Shared and their sub-folders will remain as they are.  However, if customers have modified the content in the delivered BI catalog folders, e.g. added custom reports, modified delivered reports, modified folder or report permission, all changes to this content will be lost after the R13 upgrade.  Customers are advised to archive their custom BI catalog to a file prior to R13 upgrade; and after R13 upgrade customers can unarchive the custom projects in the /Shared/Custom folder.  

     

    • Fusion application users are auto-provisioned with BI Consumer role, which allows them to read and traverse the BI catalog folders. This access is for folder viewing and navigation only and doesn't give the user the privilege to view, open, edit and execute BI reports, for which the user has no security authorization. An enhancement is in development to restrict access to BI catalog folders such that a user will no longer be able to see and traverse BI catalog folders that he or she has no security authorization to access.
  • Boyuan Zhu
    How to Show the Order Total with Tax on the PDF45.0
    Topic posted January 31, 2019 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, How-To, Orders in Procurement > Purchasing public
    Title:
    How to Show the Order Total with Tax on the PDF
    Content:

    The seeded order PDF shows the total amount of goods and services you purchased. Your approvers or your suppliers may have requirements to see the total amount with exclusive tax included. You can customize the data model and template to display the sum of the ordered amount and exclusive tax

    1. Add the following expression to your data model at the end of the existing select clause in your header datasets. The position in the clause is important because the expression depends on values calculated by existing seeded expressions. 
      PO_BIP_HELPER.get_formatted_display(PO_BIP_HELPER.get_global_attr('ORGORDEREDAMOUNT') + PO_BIP_HELPER.get_global_attr('RECOVERABLE') + PO_BIP_HELPER.get_global_attr('NONRECOVERABLE')) AS TotalWithTaxDisplay
      

       

    2. By default, the attribute tag in the XML will be upper case (TOTALWITHTAXDISPLAY). You can change this to camelcase in the structure tab. 

       
    3. Finally, add the attribute to the template <?TotalWithTaxDisplay?>
    Document:
    Document:
    Document:
  • Boyuan Zhu
    How to Repeat Headers in the Purchasing PDF15.0
    Topic posted September 4, 2018 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, How-To, Orders in Procurement > Purchasing public
    Title:
    How to Repeat Headers in the Purchasing PDF
    Content:

    You can ensure important information is included on every page of the purchasing document PDF by using repeating document headers and table headers. 

    Document Headers

    Information that needs to be on every page can be placed into the document header, located at the very top of the RTF template. The seeded template uses the Different First Page option so that the header on the first page differs from the repeating header on the other pages. If you keep this setting, you will need to make your changes on both the first and second pages. 

    Table Headers

    If you are adding a new table, you can set the table header to repeat for every page it is on. 

    Open the table properties and enable the Repeat as header row at the top of each page checkbox. 

     

    Document:
    header.png (46KB)
    Document:
    Document:
  • Manavalan Ethirajan
    Include custom OTBI/BI Publisher content to the springboard25.0
    Topic posted May 25, 2018 by Manavalan EthirajanSilver Medal: 2,000+ Points, tagged BI Publisher Reports, Business Intelligence, Fusion, Orders, Setup in Procurement > Purchasing public
    Title:
    Include custom OTBI/BI Publisher content to the springboard
    Content:

    Improve insight and productivity by making your BI analytics available as content in the springboard. Buyer or any other role with necessary privilege to use page composer and access the BI Catalog can add BI analytics to the user-defined infolets page.
     

    How to enable this?

    Follow the steps mentioned below to make custom content available in the springboard.

    1. Add the privilege ‘View Custom Infolet’ to a role and then assign it to the user.
    2. Create an infolet on the User-Defined Infolets page and add a BI analytics to the springboard.

    Please refer the attached document and follow the steps mentioned, to include the custom content to the springboard.

     

  • Deepak Padhy
    Query to See the Approver Name on Whom a PO is Pending For...45.0
    Topic posted August 24, 2018 by Deepak PadhySilver Medal: 2,000+ Points, tagged Approvals, BI Publisher Reports, Business Intelligence, How-To, Notifications in Procurement > Purchasing public
    Title:
    Query to See the Approver Name on Whom a PO is Pending For Approval
    Summary:
    Query to See the Approver Name on Whom a PO is Pending For Approval
    Content:

    Most of the time we get an SR with requirement to see or extract on which approval level a PO is pending currently for approval. And customer wants a Query for this. Below is the Query we have prepared which will give on whom the PO is currently pending for approval. You can prepare an OTBI report to get the extract of all open POs and you can modify the query as per what column you need.

     

    SELECT poh.segment1
    ,approval_instance_id, assignees, wf.outcome, wf.state ,wf.workflowpattern, wf.title, wf.componentname, wf.compositename, pov.change_order_status
    FROM
    fusion.po_versions pov, fusion.po_headers_all poh  , fa_fusion_soainfra.wftask wf
    WHERE pov.po_header_id = poh.po_header_id
    and pov.change_order_status = 'PENDING APPROVAL'
    and pov.approval_instance_id=wf.compositeinstanceid
    and poh.segment1=  '1004752' -- PO Number
    and state='ASSIGNED'
    and assignees is not null
    and workflowpattern not in ('AGGREGATION', 'FYI')
    and componentname='DocumentApproval'

     

    Thanks

    Deepak.

  • Boyuan Zhu
    How-to: Display Text Attachments in PO PDF34.8
    Topic posted December 21, 2017 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, How-To, Orders in Procurement > Purchasing public
    Title:
    How-to: Display Text Attachments in PO PDF
    Content:

    Customers who attach many large text attachments to their purchase orders may find that the text attachment content does not appear in the purchase order PDF. To support text attachment content totaling over 4000 characters, customers can configure the data model and RTF to retrieve the text attachments directly from UCM. 

    The implementation broadly comprises of the following steps:
    1. Creating 2 datasets at each entity level
        a. The first dataset is to retrieve the document ID for the corresponding entity
        b. The second dataset is to retrieve the text attachment from the corresponding document ID
    2. Creating datalinks based on the corresponding entity ID and document ID
    3. Configuring RTF to concatenate text attachments, when multiple text attachments exist at a particular entity level

    Details can be found in the attached document.

  • Boyuan Zhu
    Updated Navigate to Purchasing Transactions from Reports...5.0
    Topic posted May 31, 2019 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, Business Intelligence, How-To, White Paper in Procurement > Purchasing public
    Title:
    Updated Navigate to Purchasing Transactions from Reports Whitepaper
    Content:

    You can construct and include links to purchasing documents in your reports using the Navigate to Purchasing Transactions from Reports feature. The whitepaper for the feature has been updated with new instructions on how to add links to Oracle Fusion Transactional Business Intelligence reports. 

    Please find the whitepaper on My Oracle Support: Navigate to Purchasing Transactions from Reports (note 2444555.1).

  • Boyuan Zhu
    How to Find Purchase Orders Associated with a Sales Order5.0
    Topic posted December 20, 2018 by Boyuan ZhuGold Medal: 3,500+ Points, tagged BI Publisher Reports, How-To, Orders in Procurement > Purchasing public
    Title:
    How to Find Purchase Orders Associated with a Sales Order
    Content:

    Customers integrating Purchasing with other applications may need to retrieve details for purchase orders associated with a sales order. You can create and call a BI report using PublicReportWSSService to fetch the associated order details. 

    1. Create the data model in BI Publisher with parameter param_sales_order and a new data set.
    2. Use the following query in the dataset to select orders associated with the sales order. Add any additional attributes you need to the query. 
      SELECT ph.SEGMENT1 OrderNumber,
      pl.LINE_NUM LineNumber,
      pd.DISTRIBUTION_NUM DistributionNumber
      FROM po_headers_all ph, po_lines_all pl, po_distributions_all pd, por_req_distributions_all prd, por_requisition_lines_all prl
      WHERE prd.REQUISITION_LINE_ID = prl.REQUISITION_LINE_ID
      AND pd.REQ_DISTRIBUTION_ID = prd.DISTRIBUTION_ID
      AND pd.PO_HEADER_ID = ph.PO_HEADER_ID
      AND pd.PO_LINE_ID = pl.PO_LINE_ID
      AND prl.SALES_ORDER_NUMBER = :param_sales_order
      
    3. Create a report that uses the data model as the source. 
    4. Run the report using the runReport operation in PublicReportWSSService (see 2086077.1 for WSDL information). 
    Document:
  • Amit Arora
    TIP: Configure Negotiation Invitation (BIP based)...15.0
    Topic posted April 26, 2018 by Amit AroraGreen Ribbon: 100+ Points, tagged BI Publisher Reports, How-To, Notifications, Tip in Procurement > Sourcing public
    Title:
    TIP: Configure Negotiation Invitation (BIP based) Email Notification
    Summary:
    Instructions on how to configure Negotiation Invitation (BIP based) Email Notification
    Content:

    Release 13 (Update 18A) allows you to opt into and enable Business Intelligence Publisher template based Negotiation Invitation notification. This feature provides the capability to configure negotiation invitation notification as per business needs. Refer Oracle Procurement Cloud What’s New document for more details.

    Download Report

    1. Login into Oracle Business Intelligence Publisher.
    2. Click Catalog.
    3. Expand folders: Shared Folder -> Procurement -> Sourcing.
    4. Select Negotiation Invitation Email Report. Click More and select Customize. This will create a copy of the report in the Custom folder.
    5. Click Edit under the Negotiation Invitation Email Body Layout. This will download the NegotiationInvitationEmailBodyReport.rtf.

    Edit Report

    1. Open the NegotiationInvitationEmailBodyReport.rtf in MS Word with BI plugin installed.
    2. Edit the content or layout as necessary. For example, if you want to include company name in signature, enter <?BUYERCOMPANY?> below the BUYER_NAME. 
    3. Save.

    Upload Report

    1. Login into Oracle Business Intelligence Publisher.
    2. In the Catalog, expand folders: Shared Folder -> Custom -> Procurement -> Sourcing.
    3. Click Edit under the Negotiation Invitation Email Report.
    4. In Negotiation Invitation Email Report page, click Properties under Negotiation Invitation Email Body Layout.
    5. Click upload icon under Templates.
    6. In the Upload Template File pop up, select modified report, leave template type as rtf, select English (United States) as Locale, and click OK.
    7. Click Save icon on top right of the page.

    Note,

    • Its recommended that you first Customize the original report to save a copy under the Custom folder. Desired changes should then be made to report under the Custom folder.
    • Preview changes prior to uploading the modified report.
    Image:
  • Dev Thota
    How to write approval rules for “Outside Processing P...25.0
    Topic posted July 30, 2019 by Dev ThotaGold Trophy: 10,000+ Points, tagged Agreements, Approvals, Approvals/Notification, Approved Supplier List, BI Publisher Reports, Business Intelligence, Create Requisition, FAQ, Financials, Fusion, General Ledger, How-To, Manage Procurement Catalog, Notifications, Orders, OTBI, Payables, Public Sector, Requisition Processing, Security, Setup, Supplier Communication, Supply & Distribution Planning Cloud, Web Services, White Paper in Procurement > Purchasing public
    Title:
    How to write approval rules for “Outside Processing Purchase Order” through BPM?
    Summary:
    How to write approval rules for “Outside Processing Purchase Order” through BPM?
    Content:

    Hi all,

    When we are releasing the work order our requisitions are auto approving and POs are getting created automatically. As per the Oracle, we can't control the approvals of PR so we want to enable the approval flow for the purchase orders(OSP orders). If anyone has any idea on how to create a BPM rule for these kinds of POs please let me know.

    Version:
    19B