Posts

Posts

  • Ashok
    Tip: Requisition Fund Status in IMT Flows upon receiving the...15.0
    Topic posted July 14, 2019 by AshokGold Crown: 30,000+ Points, tagged Budget/Encumbrance, FAQ, Tip in Procurement > Self Service Procurement public
    Title:
    Tip: Requisition Fund Status in IMT Flows upon receiving the item
    Summary:
    Requisition Fund Status in IMT Flows upon receiving the item
    Content:

    Customers / Support

    I have seen a reasonable number of questions around this tip which is why I wanted to provide a quick reminder of how Funds Status operates in the context of Internal Material Transfer (IMT) flows.

    Business Flow:

    The customers in this case wanted to know if there was a bug in the system where the Funds Status on the Requisition never changed to Liquidated from Reserved even after the goods were received. The context of this concern were IMT flows.

    Tip:

    My colleague Mara provided the clarification that I think is quite useful to know the next time this question arises in anyone's mind or if Support gets asked this question in SRs:

    =========================================================================================================

    In the internal material transfer flow you won't see the funds status change from Reserved to Liquidated in the requisition pages. 
    This is because Inventory is not supporting budgetary control at the moment. However, Cost Management handles budgetary control and encumbrance accounting processing of the expenditure after final delivery for requisition sourced transfer orders. 

    In the Budgetary Control workarea you should be able to see the budget impact with the report Review Budgetary Control Transactions. There should be an entry for the expenditure created by Costing, which will mean that the corresponding commitment in the requisition is released/liquidated. 

    =========================================================================================================

  • Anas Marikkkar
    Purchase Requisition budget check for CAPEX purchases2
    Topic posted June 27, 2019 by Anas MarikkkarBronze Crown: 15,000+ Points, tagged Budget/Encumbrance, Create Requisition, How-To, Requisition Import, Requisition Processing, Requisition Web Services, White Paper in Procurement > Self Service Procurement public
    Title:
    Purchase Requisition budget check for CAPEX purchases
    Summary:
    Budget needs to be checked for CAPEX Purchase
    Content:

    The client has a budget for every Capital Expenditure (CAPEX) . They track based on certain categories. For example vehicle budget. At the time of the request , amount  needs to be checked against the budget.

    When raising a purchase requisition the user normally enters the asset clearing account for the charge account. This is to ensure the FA clearing account selected in the process of asset addition.

    How to check the budget against the relevant account at the time of purchase requisition.

    Version:
    19B
  • Ashok
    BCEA Enabled Requisitions: How are they processed if created...15.0
    Topic posted June 23, 2019 by AshokGold Crown: 30,000+ Points, tagged Budget/Encumbrance, Requisition Import, Requisition Processing, Requisition Web Services in Procurement > Self Service Procurement public
    Title:
    BCEA Enabled Requisitions: How are they processed if created via Web Services
    Summary:
    How are BCEA enabled requisitions processed when created via Web Services
    Content:

    Customers / Support

    I am posting this article in the hopes that this will help triage some basic behavior related queries on Budgetary Control enabled requisitions created by the Purchase Requisitions Web Service (PRWS).

    Context:

    Recently, a customer had a flow where they were attempting to create a requisition through PRWS and were observing behavior on which they wanted more clarifications. Here is a summary of what they were attempting:

    a) Creating a requisition through PRWS

    b) DocumentStatusCode = Approved passed in the payload. In other words, creating requisitions in Status 'Approved'

    c) Requisition was BCEA enabled

    d) Some of these requisitions were Canceled after import due to Funds Reservation failure (In this case the customer had not opened the encumbrance period causing the failure)

    e) This was causing a reconciliation issue for them between the legacy system and Fusion (they would not be able to use the same Requisition Number)

    f) They expected the requisition to go into Status 'Rejected'. This was their requirement

    Analysis and Resolution:

    My colleague Mara provided very helpful details that I thought would be worth posting here as a reminder or primer to you as well.

    Summary:

    1. Some reasons for Funds Reservation failure to be aware of prior to invoking such processes: Budget period closed, Accounting period closed, Not enough funds available to reserve

    2. When importing legacy requisitions, customers need to remember that BCEA validations will be triggered during import without which you cannot import a requisition that is BCEA enabled

    3. If you want control in reprocessing a requisition in the event of a failure, import the requisition in Status 'Incomplete'. That way if approvals are then triggered, you can view the status of the approval and the failure reasons on the UI. You can even write an approval rule to autoapprove requisitions based on the attribute 'Interface Source Code'

    4. If you have ensured that all check points for BCEA enablement are fine, then and only then import a requisition in Status 'Approved'. This is because, the implication of importing it in such a status is that if BCEA fails, then the requisition is automatically set to Status 'Canceled', not rejected. As you can imagine, if you have suggested that these requisitions have been approved in the legacy system there is not a mechanism to override that choice as that would be confusing

    5. When a requisition is imported as mentioned in 4. and the requisition is canceled due to BCEA failures, 

    6. To analyze BCEA errors on such approved requisitions, you will need to run the following XCC reports in the order stated below:

    a) Budgetary Control Results for Batch Report 
    b) Budgetary Control Exception Analysis Report 

    Here is a link that explains these reports in more detail: https://docs.oracle.com/en/cloud/saas/financials/19b/ocuar/oracle-fusion-budgetary-control-reports.html#OCUAR1569886

    7. If the requisition is imported in status 'Incomplete' and then submitted for approval and is rejected due to BCEA failures, note that the Document History section of the requisition will display an error message with details on what failed in the requisition details

    8, Note that the customer also wanted to know if they can in  such cases disable budgetary control and import the requisitions and then turn them on. The guidance here is to be aware that this can be potentially risky. It is not advisable to do this if transactions have already been created with BCEA. Also note that if you turn the feature off, it only impacts new requisitions created. Existing ones that are using BCEA will continue to do so even if the feature is disabled.

    I would ask support and customers to review the information provided here carefully. Do let us know whether you found this useful and also share your own experiences and insights.

     

  • Ashok
    Update 19B: Allow Approver to reject requisition during...15.0
    Topic posted June 20, 2019 by AshokGold Crown: 30,000+ Points, tagged Approvals, Budget/Encumbrance, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Update 19B: Allow Approver to reject requisition during Approver Checkout
    Summary:
    How can the approver reject a requisition during the approver checkout process
    Content:

    Customers / Support

    This article aims to provide you a comprehensive understanding of the following capability:

    Ability for an approver to reject a requisition that is budgetary controlled during the approver checkout process

    Business Problem:

    Before this feature was introduced, imagine the following scenario:

    When an approver tries to submit a requisition after updating it during the approval process and the requisition is enabled for Budgetary Control, the system will run a funds check process. If the funds check fails and the approver does not have the capability to request a funds override, the approver would have no way out of the flow. Essentially, the requisition would be stuck with the approver who in addition cannot create requisitions for themselves.

    Feature Highlights:

    1. With this feature, in the scenario the approver has the Funds Override privilege, the approver can reject the requisition and send it back to its preparer

    2. In the scenario the approver does have the Funds Override privilege, the approver can override and submit the requisition or edit it until the funds failure is resolved or alternatively, still choose to reject the requisition

    3. How this is accomplished:

    a) Insufficient Funds Scenario: In the event of a funds check failure, depending on whether or not the override privilege is available, a warning or an error popup is displayed to the approver to allow the approver to take the requisite action

    b) Any other BCEA Error Scenarios: In the event of any other BCEA related errors (such as Budget Period Closed error or any other), an error popup is displayed for the approver to take the requisite action.

    4. The approver can provide a reason for approval or rejection and this will be incorporated in the document history for future retrieval as well as appear in the notification

    5. This action then allows the approver to create new requisitions for themselves

    6. Prerequisite: The feature 'Allow Approvers to Update Budgetary-Controlled Requisitions' has to be opted in

    Do let us know your experiences with using this feature and any feedback you may have on this article. Feel free to rate the article based on its utility as well.

  • Ashok
    Announcement: Update 19B Features in Self Service...5.0
    Topic posted June 8, 2019 by AshokGold Crown: 30,000+ Points, tagged Budget/Encumbrance, Create Requisition, Public Sector, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Announcement: Update 19B Features in Self Service Procurement
    Summary:
    Announcement: Update 19B Features in Self Service Procurement
    Content:

    Dear Customers / Support

    Here are the list of features that have been released as part of Update 19B for Fusion Self Service Procurement:

    A. FULFILL PROJECT MATERIAL REQUIREMENTS FROM INTERNAL SOURCES:

    The capabilities supported in this update include: Create project-striped internal requisition with an expense destination type Create project commitment on requisition approval Create project-striped transfer orders with expense destination type Charge the expenditure to the project at destination

    B. OVERRIDE AGREEMENT PRICE ON REQUISITIONS:

    With this enhancement, you can change the item price on the Edit Requisition page and through the requisition import program when the blanket purchase agreement allows price override. You can modify the price within the price limit specified on the agreement line. This feature empowers you as an advanced procurement requester to set negotiated prices with suppliers when the price on the agreement is considered to be a guideline. 

    C. ALLOW APPROVERS TO REJECT UPDATED BUDGETARY-CONTROLLED REQUISITIONS THAT FAILED FUNDS CHECK:

    s an approver, you can now reject budgetary-controlled requisitions that you edited, but could not submit due to a failure of funds check. Requesters can then cancel the requisitions if needed. Without this feature, you would not be able to order any items for yourself, or to update any other budgetary-controlled requisitions, because your checkout process would be blocked.

    Additional details can be downloaded from this document link:

    https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/proc/releases/19B/19B-procurement-wn.pdf

  • Mohammad Alhindawi
    Shipments Document Sequence1
    Topic posted March 11, 2019 by Mohammad AlhindawiRed Ribbon: 250+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, BI Publisher Reports, Budget/Encumbrance, Business Intelligence, Business Intelligence - BI, Create Requisition, FAQ, How-To, Internal Material Transfer, Intrastat, Inventory & Cost Management Analytics Cloud, Inventory Cloud, Manage Procurement Catalog, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, SCM, Setup, Supply Chain Financial Orchestration, Supply Chain Orchestration, Tip, Update Preparer and Requester, White Paper in Logistics > Inventory public
    Title:
    Shipments Document Sequence
    Summary:
    Shipments Document Sequence
    Content:

    Hello,

     

    How can I set up or define a sequence for my shipment documents based on the business unit?

     

    Thank you.

    Version:
    Oracle Fusion Inventory Management Cloud Service
  • Dev Thota
    Is it possible to create dependency between DFF and category...35.0
    Topic posted January 31, 2019 by Dev ThotaSilver Trophy: 7,500+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Budget/Encumbrance, Business Intelligence - BI, Create Requisition, Internal Material Transfer, Requisition Import, Requisition Mobile, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Is it possible to create dependency between DFF and category name?
    Summary:
    Is it possible to create dependency between DFF and category name?
    Content:

    Hi all,

    Is it possible to create dependency between DFF and category name?

    Version:
    18 D
  • Dev Thota
    What is the difference between Oracle ERP Cloud and EBS...55.0
    Topic posted December 13, 2018 by Dev ThotaSilver Trophy: 7,500+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Budget/Encumbrance, Business Intelligence - BI, Create Requisition, FAQ, How-To, Internal Material Transfer, Inventory Cloud, Manage Procurement Catalog, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, Setup, Tip, Update Preparer and Requester, White Paper in Procurement > Self Service Procurement public
    Title:
    What is the difference between Oracle ERP Cloud and EBS tables in Procurement?
    Summary:
    What is the difference between Oracle ERP Cloud and EBS tables in Procurement?
    Content:

    Hi All,

    Please help me on this

    What is the difference between Oracle ERP Cloud and EBS tables in Procurement?

    Thanks,

    Dev Thota.

    Version:
    18 C
  • Judy Hamner
    Requisition is no longer visible45.0
    Topic posted December 12, 2018 by Judy HamnerBronze Trophy: 5,000+ Points, tagged Budget/Encumbrance, Create Requisition, Requisition Processing in Procurement > Self Service Procurement public
    Title:
    Requisition is no longer visible
    Summary:
    I have a requisition number that is producing an error in Create Accounting but is not returned in a search.
    Content:

    I have a requisition that is producing an error when Create Accounting for purchasing is run. When I try to look up the requisition in Manage Requisitions, no data is returned.

    What has happened that would cause this?

     

  • Dev Thota
    Auto Create Receipt in Fusion Oracle Procurement?45.0
    Topic posted September 26, 2018 by Dev ThotaSilver Trophy: 7,500+ Points, tagged Agreement Loader, Approvals, Approvals/Notification, Budget/Encumbrance, Business Intelligence - BI, Create Requisition, FAQ, How-To, Internal Material Transfer, Inventory Cloud, Manage Procurement Catalog, Public Sector, Requisition Import, Requisition Mobile, Requisition Processing, Requisition Web Services, Setup, Tip, Update Preparer and Requester, White Paper in Logistics > Inventory public
    Title:
    Auto Create Receipt in Fusion Oracle Procurement?
    Summary:
    Auto Create Receipt in Fusion Oracle Procurement?
    Content:

    Hi,

    We have 100POs we don't need to create 100 receipts manually.

    Is there any option like run scheduled job to create automatically.

    Thanks,

    Dev Thota.